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Calvin Coolidge
1,173,357,230
30th President of the United States
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Calvin Coolidge (born John Calvin Coolidge Jr.; /ˈkuːlɪdʒ/; July 4, 1872 – January 5, 1933) was an American attorney and politician who served as the 30th president of the United States from 1923 to 1929. Born in Vermont, Coolidge was a Republican lawyer from New England who climbed the ladder of Massachusetts politics, becoming the state's 48th governor. His response to the Boston Police Strike of 1919 thrust him into the national spotlight as a man of decisive action. The next year, Coolidge was elected the country's 29th vice president and succeeded the presidency upon the sudden death of President Warren G. Harding in 1923. Elected in his own right in 1924, Coolidge gained a reputation as a small-government conservative with a taciturn personality and dry sense of humor that earned him the nickname "Silent Cal." Though his widespread popularity enabled him to run for a second full term, Coolidge chose not to run again in 1928, remarking that ten years as president would be "longer than any other man has had it – too long!" Throughout his gubernatorial career, Coolidge ran on the record of fiscal conservatism, strong support for women's suffrage, and a vague opposition to Prohibition. During his presidency, he restored public confidence in the White House after the many scandals of the Harding administration. He signed into law the Indian Citizenship Act of 1924, which granted U.S. citizenship to all Native Americans, and oversaw a period of rapid and expansive economic growth known as the "Roaring Twenties", leaving office with considerable popularity. He was known for his hands-off governing approach and pro-business stances; as biographer Claude Fuess wrote: "He embodied the spirit and hopes of the middle class, could interpret their longings and express their opinions. That he did represent the genius of the average is the most convincing proof of his strength." Scholars have ranked Coolidge in the lower half of U.S. presidents. He gains nearly universal praise for his stalwart support of racial equality during a period of heightened racial tension in the United States, and is highly praised by advocates of smaller government and laissez-faire economics, while supporters of an active central government generally view him less favorably. His critics argue that he failed to use the country's economic boom to help struggling farmers and workers in other flailing industries, and there is still much debate among historians as to the extent to which Coolidge's economic policies contributed to the onset of the Great Depression. ## Early life and family history John Calvin Coolidge was born on July 4, 1872, in Plymouth Notch, Vermont—the only U.S. president to be born on Independence Day. He was the elder of the two children of John Calvin Coolidge Sr. (1845–1926) and Victoria Josephine Moor (1846–1885). Although named for his father, from early childhood Coolidge was addressed by his middle name. The name Calvin was used in multiple generations of the Coolidge family, apparently selected in honor of John Calvin, the Protestant Reformer. Coolidge Senior engaged in many occupations and developed a statewide reputation as a prosperous farmer, storekeeper, and public servant. He held various local offices, including justice of the peace and tax collector and served in both houses of the Vermont General Assembly. When Coolidge was 12 years old, his chronically ill mother died at the age of 39, perhaps from tuberculosis. His younger sister, Abigail Grace Coolidge (1875–1890), died at the age of 15, probably of appendicitis, when Coolidge was 18. Coolidge's father married a Plymouth schoolteacher in 1891, and lived to the age of 80. Coolidge's family had deep roots in New England. His earliest American ancestor, John Coolidge emigrated from Cottenham, Cambridgeshire, England, around 1630 and settled in Watertown, Massachusetts. Coolidge's great-great-grandfather, also named John Coolidge, was an American military officer in the Revolutionary War and one of the first selectmen of the town of Plymouth. His grandfather Calvin Galusha Coolidge served in the Vermont House of Representatives. His cousin Park Pollard was a businessman in Cavendish, Vermont and the longtime chair of the Vermont Democratic Party. Coolidge was also a descendant of Samuel Appleton, who settled in Ipswich and led the Massachusetts Bay Colony during King Philip's War. Coolidge's mother was the daughter of Hiram Dunlap Moor, a Plymouth Notch farmer, and Abigail Franklin. ## Early career and marriage ### Education and law practice Coolidge attended the Black River Academy and then St. Johnsbury Academy before enrolling at Amherst College, where he distinguished himself in the debating class. As a senior, he joined the Phi Gamma Delta fraternity and graduated cum laude. While at Amherst, Coolidge was profoundly influenced by philosophy professor Charles Edward Garman, a Congregational mystic who had a neo-Hegelian philosophy. Coolidge explained Garman's ethics forty years later: > [T]here is a standard of righteousness that might does not make right, that the end does not justify the means, and that expediency as a working principle is bound to fail. The only hope of perfecting human relationships is in accordance with the law of service under which men are not so solicitous about what they shall get as they are about what they shall give. Yet people are entitled to the rewards of their industry. What they earn is theirs, no matter how small or how great. But the possession of property carries the obligation to use it in a larger service... At his father's urging after graduation, Coolidge moved to Northampton, Massachusetts, to become a lawyer. Coolidge followed the common practice of apprenticing with a local law firm, Hammond & Field, and reading law with them. John C. Hammond and Henry P. Field, both Amherst graduates, introduced Coolidge to practicing law in the county seat of Hampshire County, Massachusetts. In 1897, Coolidge was admitted to the Massachusetts bar, becoming a country lawyer. With his savings and a small inheritance from his grandfather, Coolidge opened his own law office in Northampton in 1898. He practiced commercial law, believing that he served his clients best by staying out of court. As his reputation as a hard-working and diligent attorney grew, local banks and other businesses began to retain his services. ### Marriage and family In 1903, Coolidge met Grace Goodhue, a graduate of the University of Vermont and a teacher at Northampton's Clarke School for the Deaf. They married on October 4, 1905, at 2:30 p.m. in a small ceremony which took place in the parlor of Grace's family's house, having overcome her mother's objections to the marriage. The newlyweds went on a honeymoon trip to Montreal, originally planned for two weeks but cut short by a week at Coolidge's request. After 25 years he wrote of Grace, "for almost a quarter of a century she has borne with my infirmities and I have rejoiced in her graces". The Coolidges had two sons: John (1906–2000) and Calvin Jr. (1908–1924). On June 30, 1924, Calvin Jr. had played tennis with his brother on the White House tennis courts without putting on socks and developed a blister on one of his toes. The blister subsequently degenerated into sepsis. Calvin Jr. died a little over a week later at the age of 16. The President never forgave himself for Calvin Jr's death. His eldest son John said it "hurt [Coolidge] terribly", and psychiatric biographer Robert E. Gilbert, author of The Tormented President: Calvin Coolidge, Death, and Clinical Depression, said that Coolidge "ceased to function as President after the death of his sixteen-year-old son". Gilbert explains in his book how Coolidge displayed all ten of the symptoms listed by the American Psychiatric Association as evidence of major depressive disorder following Calvin Jr.'s sudden death. John later became a railroad executive, helped to start the Coolidge Foundation, and was instrumental in creating the President Calvin Coolidge State Historic Site. Coolidge was frugal, and when it came to securing a home, he insisted upon renting. He and his wife attended Northampton's Edwards Congregational Church before and after his presidency. ## Local political office (1898−1915) ### City offices The Republican Party was dominant in New England at the time, and Coolidge followed the example of Hammond and Field by becoming active in local politics. In 1896, Coolidge campaigned for Republican presidential candidate William McKinley, and was selected to be a member of the Republican City Committee the next year. In 1898, he won election to the City Council of Northampton, placing second in a ward where the top three candidates were elected. The position offered no salary but provided Coolidge with valuable political experience. In 1899, he was chosen City Solicitor by the City Council. He was elected for a one-year term in 1900, and reelected in 1901. This position gave Coolidge more experience as a lawyer and paid a salary of \$600 (). In 1902, the city council selected a Democrat for city solicitor, and Coolidge returned to private practice. Soon thereafter, however, the clerk of courts for the county died, and Coolidge was chosen to replace him. The position paid well, but it barred him from practicing law, so he remained at the job for only one year. In 1904, Coolidge suffered his sole defeat at the ballot box, losing an election to the Northampton school board. When told that some of his neighbors voted against him because he had no children in the schools he would govern, the recently married Coolidge replied, "Might give me time!" ### Massachusetts state legislator and mayor In 1906, the local Republican committee nominated Coolidge for election to the Massachusetts House of Representatives. He won a close victory over the incumbent Democrat, and reported to Boston for the 1907 session of the Massachusetts General Court. In his freshman term, Coolidge served on minor committees and, although he usually voted with the party, was known as a Progressive Republican, voting in favor of such measures as women's suffrage and the direct election of Senators. While in Boston, Coolidge became an ally, and then a liegeman, of then U.S. Senator Winthrop Murray Crane who controlled the western faction of the Massachusetts Republican Party; Crane's party rival in the east of the commonwealth was U.S. Senator Henry Cabot Lodge. Coolidge forged another key strategic alliance with Guy Currier, who had served in both state houses and had the social distinction, wealth, personal charm and broad circle of friends which Coolidge lacked, and which would have a lasting impact on his political career. In 1907, he was elected to a second term, and in the 1908 session Coolidge was more outspoken, though not in a leadership position. Instead of vying for another term in the State House, Coolidge returned home to his growing family and ran for mayor of Northampton when the incumbent Democrat retired. He was well liked in the town, and defeated his challenger by a vote of 1,597 to 1,409. During his first term (1910 to 1911), he increased teachers' salaries and retired some of the city's debt while still managing to effect a slight tax decrease. He was renominated in 1911, and defeated the same opponent by a slightly larger margin. In 1911, the State Senator for the Hampshire County area retired and successfully encouraged Coolidge to run for his seat for the 1912 session; Coolidge defeated his Democratic opponent by a large margin. At the start of that term, he became chairman of a committee to arbitrate the "Bread and Roses" strike by the workers of the American Woolen Company in Lawrence, Massachusetts. After two tense months, the company agreed to the workers' demands, in a settlement proposed by the committee. A major issue affecting Massachusetts Republicans that year was the party split between the progressive wing, which favored Theodore Roosevelt, and the conservative wing, which favored William Howard Taft. Although he favored some progressive measures, Coolidge refused to leave the Republican party. When the new Progressive Party declined to run a candidate in his state senate district, Coolidge won reelection against his Democratic opponent by an increased margin. In the 1913 session, Coolidge enjoyed renowned success in arduously navigating to passage the Western Trolley Act, which connected Northampton with a dozen similar industrial communities in Western Massachusetts. Coolidge intended to retire after his second term as was the custom, but when the president of the state senate, Levi H. Greenwood, considered running for lieutenant governor, Coolidge decided to run again for the Senate in the hopes of being elected as its presiding officer. Although Greenwood later decided to run for reelection to the Senate, he was defeated primarily due to his opposition to women's suffrage; Coolidge was in favor of the women's vote, won his re-election, and with Crane's help, assumed the presidency of a closely divided Senate. After his election in January 1914, Coolidge delivered a published and frequently quoted speech entitled Have Faith in Massachusetts, which summarized his philosophy of government. Coolidge's speech was well received, and he attracted some admirers on its account; towards the end of the term, many of them were proposing his name for nomination to lieutenant governor. After winning reelection to the Senate by an increased margin in the 1914 elections, Coolidge was reelected unanimously to be President of the Senate. Coolidge's supporters, led by fellow Amherst alumnus Frank Stearns, encouraged him again to run for lieutenant governor. Stearns, an executive with the Boston department store R. H. Stearns, became another key ally, and began a publicity campaign on Coolidge's behalf before he announced his candidacy at the end of the 1915 legislative session. ## Lieutenant Governor and Governor of Massachusetts (1916−1921) Coolidge entered the primary election for lieutenant governor and was nominated to run alongside gubernatorial candidate Samuel W. McCall. Coolidge was the leading vote-getter in the Republican primary, and balanced the Republican ticket by adding a western presence to McCall's eastern base of support. McCall and Coolidge won the 1915 election to their respective one-year terms, with Coolidge defeating his opponent by more than 50,000 votes. In Massachusetts, the lieutenant governor does not preside over the state Senate, as is the case in many other states; nevertheless, as lieutenant governor, Coolidge was a deputy governor functioning as an administrative inspector and was a member of the governor's council. He was also chairman of the finance committee and the pardons committee. As a full-time elected official, Coolidge discontinued his law practice in 1916, though his family continued to live in Northampton. McCall and Coolidge were both reelected in 1916 and again in 1917. When McCall decided that he would not stand for a fourth term, Coolidge announced his intention to run for governor. ### 1918 election Coolidge was unopposed for the Republican nomination for Governor of Massachusetts in 1918. He and his running mate, Channing Cox, a Boston lawyer and Speaker of the Massachusetts House of Representatives, ran on the previous administration's record: fiscal conservatism, a vague opposition to Prohibition, support for women's suffrage, and support for American involvement in World War I. The issue of the war proved divisive, especially among Irish and German Americans. Coolidge was elected by a margin of 16,773 votes over his opponent, Richard H. Long, in the smallest margin of victory of any of his statewide campaigns. ### Boston Police Strike In 1919, in reaction to a plan of the policemen of the Boston Police Department to register with a union, Police Commissioner Edwin U. Curtis announced that such an act would not be tolerated. In August of that year, the American Federation of Labor issued a charter to the Boston Police Union. Curtis declared the union's leaders were guilty of insubordination and would be relieved of duty, but indicated he would cancel their suspension if the union was dissolved by September 4. The mayor of Boston, Andrew Peters, convinced Curtis to delay his action for a few days, but with no results, and Curtis suspended the union leaders on September 8. The following day, about three-quarters of the policemen in Boston went on strike. Coolidge, tacitly but fully in support of Curtis' position, closely monitored the situation but initially deferred to the local authorities. He anticipated that only a resulting measure of lawlessness could sufficiently prompt the public to understand and appreciate the controlling principle – that a policeman does not strike. That night and the next, there was sporadic violence and rioting in the unruly city. Peters, concerned about sympathy strikes by the firemen and others, called up some units of the Massachusetts National Guard stationed in the Boston area pursuant to an old and obscure legal authority, and relieved Curtis of duty. Coolidge, sensing the severity of circumstances were then in need of his intervention, conferred with Crane's operative, William Butler, and then acted. He called up more units of the National Guard, restored Curtis to office, and took personal control of the police force. Curtis proclaimed that all of the strikers were fired from their jobs, and Coolidge called for a new police force to be recruited. That night Coolidge received a telegram from AFL leader Samuel Gompers. "Whatever disorder has occurred", Gompers wrote, "is due to Curtis's order in which the right of the policemen has been denied..." Coolidge publicly answered Gompers's telegram, denying any justification whatsoever for the strike – and his response launched him into the national consciousness. Newspapers across the nation picked up on Coolidge's statement and he became the newest hero to opponents of the strike. Amid of the First Red Scare, many Americans were terrified of the spread of communist revolutions, like those that had taken place in Russia, Hungary, and Germany. While Coolidge had lost some friends among organized labor, conservatives across the nation had seen a rising star. Although he usually acted with deliberation, the Boston police strike gave him a national reputation as a decisive leader, and as a strict enforcer of law and order. ### 1919 election Coolidge and Cox were renominated for their respective offices in 1919. By this time Coolidge's supporters (especially Stearns) had publicized his actions in the Police Strike around the state and the nation and some of Coolidge's speeches were published in book form. He faced the same opponent as in 1918, Richard Long, but this time Coolidge defeated him by 125,101 votes, more than seven times his margin of victory from a year earlier. His actions in the police strike, combined with the massive electoral victory, led to suggestions that Coolidge run for president in 1920. ### Legislation and vetoes as governor By the time Coolidge was inaugurated on January 2, 1919, the First World War had ended, and Coolidge pushed the legislature to give a \$100 bonus () to Massachusetts veterans. He also signed a bill reducing the work week for women and children from fifty-four hours to forty-eight, saying, "We must humanize the industry, or the system will break down." He signed into law a budget that kept the tax rates the same, while trimming \$4 million from expenditures, thus allowing the state to retire some of its debt. Coolidge also wielded the veto pen as governor. His most publicized veto prevented an increase in legislators' pay by 50%. Although he was personally opposed to Prohibition, he vetoed a bill in May 1920 that would have allowed the sale of beer or wine of 2.75% alcohol or less, in Massachusetts in violation of the Eighteenth Amendment to the United States Constitution. "Opinions and instructions do not outmatch the Constitution," he said in his veto message. "Against it, they are void." ## Vice presidency (1921–1923) ### 1920 election At the 1920 Republican National Convention, most of the delegates were selected by state party caucuses, not primaries. As such, the field was divided among many local favorites. Coolidge was one such candidate, and while he placed as high as sixth in the voting, the powerful party bosses running the convention, primarily the party's U.S. Senators, never considered him seriously. After ten ballots, the bosses and then the delegates settled on Senator Warren G. Harding of Ohio as their nominee for president. When the time came to select a vice presidential nominee, the bosses also made and announced their decision on whom they wanted – Sen. Irvine Lenroot of Wisconsin – and then prematurely departed after his name was put forth, relying on the rank and file to confirm their decision. A delegate from Oregon, Wallace McCamant, having read Have Faith in Massachusetts, proposed Coolidge for vice president instead. The suggestion caught on quickly with the masses starving for an act of independence from the absent bosses, and Coolidge was unexpectedly nominated. The Democrats nominated another Ohioan, James M. Cox, for president and the Assistant Secretary of the Navy, Franklin D. Roosevelt, for vice president. The question of the United States joining the League of Nations was a major issue in the campaign, as was the unfinished legacy of Progressivism. Harding ran a "front-porch" campaign from his home in Marion, Ohio, but Coolidge took to the campaign trail in the Upper South, New York, and New England – his audiences carefully limited to those familiar with Coolidge and those placing a premium upon concise and short speeches. On November 2, 1920, Harding and Coolidge were victorious in a landslide, winning more than 60 percent of the popular vote, including every state outside the South. They also won in Tennessee, the first time a Republican ticket had won a Southern state since Reconstruction. ### "Silent Cal" The U.S. vice-presidency did not carry many official duties, but Coolidge was invited by President Harding to attend cabinet meetings, making him the first vice president to do so. He gave a number of unremarkable speeches around the country. As vice president, Coolidge and his vivacious wife Grace were invited to quite a few parties, where the legend of "Silent Cal" was born. It is from this time that most of the jokes and anecdotes involving Coolidge originate, such as Coolidge being "silent in five languages". Although Coolidge was known to be a skilled and effective public speaker, in private he was a man of few words and was commonly referred to as "Silent Cal". An apocryphal story has it that a person seated next to him at a dinner said to him, "I made a bet today that I could get more than two words out of you." He replied, "You lose." However, on April 22, 1924, Coolidge himself said that the "You lose" quotation never occurred. The story about it was related by Frank B. Noyes, President of the Associated Press, to their membership at their annual luncheon at the Waldorf Astoria Hotel, when toasting and introducing Coolidge, who was the invited speaker. After the introduction and before his prepared remarks, Coolidge said to the membership, "Your President [referring to Noyes] has given you a perfect example of one of those rumors now current in Washington which is without any foundation." Coolidge often seemed uncomfortable among fashionable Washington society; when asked why he continued to attend so many of their dinner parties, he replied, "Got to eat somewhere." Alice Roosevelt Longworth, a leading Republican wit, underscored Coolidge's silence and his dour personality: "When he wished he were elsewhere, he pursed his lips, folded his arms, and said nothing. He looked then precisely as though he had been weaned on a pickle." Coolidge and his wife, Grace, who was a great baseball fan, once attended a Washington Senators game and sat through all nine innings without saying a word, except once when he asked her the time. As president, Coolidge's reputation as a quiet man continued. "The words of a President have an enormous weight," he would later write, "and ought not to be used indiscriminately." Coolidge was aware of his stiff reputation; indeed, he cultivated it. "I think the American people want a solemn ass as a President," he once told Ethel Barrymore, "and I think I will go along with them." Some historians suggest that Coolidge's image was created deliberately as a campaign tactic, while others believe his withdrawn and quiet behavior to be natural, deepening after the death of his son in 1924. Dorothy Parker, upon learning that Coolidge had died, reportedly remarked, "How can they tell?" ## Presidency (1923–1929) On August 2, 1923, President Harding died unexpectedly from a heart attack in San Francisco while on a speaking tour of the western United States. Vice President Coolidge was in Vermont visiting his family home, which had neither electricity nor a telephone, when he received word by messenger of Harding's death. Coolidge dressed, said a prayer, and came downstairs to greet the reporters who had assembled. His father, a notary public and justice of the peace, administered the oath of office in the family's parlor by the light of a kerosene lamp at 2:47 a.m. on August 3, 1923, whereupon the new President of the United States returned to bed. Coolidge returned to Washington the next day, and was sworn in again by Justice Adolph A. Hoehling Jr. of the Supreme Court of the District of Columbia, to forestall any questions about the authority of a state official to administer a federal oath. This second oath-taking remained a secret until it was revealed by Harry M. Daugherty in 1932, and confirmed by Hoehling. When Hoehling confirmed Daugherty's story, he indicated that Daugherty, then serving as United States Attorney General, asked him to administer the oath without fanfare at the Willard Hotel. According to Hoehling, he did not question Daugherty's reason for requesting a second oath-taking but assumed it was to resolve any doubt about whether the first swearing-in was valid. The nation initially did not know what to make of Coolidge, who had maintained a low profile in the Harding administration; many had even expected him to be replaced on the ballot in 1924. Coolidge believed that those of Harding's men under suspicion were entitled to every presumption of innocence, taking a methodical approach to the scandals, principally the Teapot Dome scandal, while others clamored for rapid punishment of those they presumed guilty. Coolidge thought the Senate investigations of the scandals would suffice; this was affirmed by the resulting resignations of those involved. He personally intervened in demanding the resignation of Attorney General Harry M. Daugherty after he refused to cooperate with the congressional probe. He then set about to confirm that no loose ends remained in the administration, arranging for a full briefing on the wrongdoing. Harry A. Slattery reviewed the facts with him, Harlan F. Stone analyzed the legal aspects for him and Senator William E. Borah assessed and presented the political factors. Coolidge addressed Congress when it reconvened on December 6, 1923, giving a speech that supported many of Harding's policies, including Harding's formal budgeting process, the enforcement of immigration restrictions and arbitration of coal strikes ongoing in Pennsylvania. The address to Congress was the first presidential speech to be broadcast over the radio. The Washington Naval Treaty was proclaimed just one month into Coolidge's term, and was generally well received in the country. In May 1924, the World War I veterans' World War Adjusted Compensation Act or "Bonus Bill" was passed over his veto. Coolidge signed the Immigration Act later that year, which was aimed at restricting southern and eastern European immigration, but appended a signing statement expressing his unhappiness with the bill's specific exclusion of Japanese immigrants. Just before the Republican Convention began, Coolidge signed into law the Revenue Act of 1924, which reduced the top marginal tax rate from 58 percent to 46 percent, as well as personal income tax rates across the board, increased the estate tax and bolstered it with a new gift tax. On June 2, 1924, Coolidge signed the act granting citizenship to all Native Americans born in the United States. By that time, two-thirds of them were already citizens, having gained it through marriage, military service (veterans of World War I were granted citizenship in 1919), or the land allotments that had earlier taken place. ### 1924 election The Republican Convention was held from June 10 to 12, 1924, in Cleveland, Ohio; Coolidge was nominated on the first ballot. The convention nominated Frank Lowden of Illinois for vice president on the second ballot, but he declined; former Brigadier General Charles G. Dawes was nominated on the third ballot and accepted. The Democrats held their convention the next month in New York City. The convention soon deadlocked, and after 103 ballots, the delegates finally agreed on a compromise candidate, John W. Davis, with Charles W. Bryan nominated for vice president. The Democrats' hopes were buoyed when Robert M. La Follette, a Republican senator from Wisconsin, split from the GOP to form a new Progressive Party. Many believed that the split in the Republican Party, like the one in 1912, would allow a Democrat to win the presidency. After the conventions and the death of his younger son Calvin, Coolidge became withdrawn; he later said that "when he [the son] died, the power and glory of the Presidency went with him." Even as he mourned, Coolidge ran his standard campaign, not mentioning his opponents by name or maligning them, and delivering speeches on his theory of government, including several that were broadcast over the radio. It was the most subdued campaign since 1896, partly because of Coolidge's grief, but also because of his naturally non-confrontational style. The other candidates campaigned in a more modern fashion, but despite the split in the Republican party, the results were similar to those of 1920. Coolidge and Dawes won every state outside the South except Wisconsin, La Follette's home state. Coolidge won the election with 382 electoral votes and the popular vote by 2.5 million over his opponents' combined total. ### Industry and trade During Coolidge's presidency, the United States experienced a period of rapid economic growth known as the "Roaring Twenties". He left the administration's industrial policy in the hands of his activist Secretary of Commerce, Herbert Hoover, who energetically used government auspices to promote business efficiency and develop airlines and radio. Coolidge disdained regulation and demonstrated this by appointing commissioners to the Federal Trade Commission and the Interstate Commerce Commission who did little to restrict the activities of businesses under their jurisdiction. The regulatory state under Coolidge was, as one biographer described it, "thin to the point of invisibility". Historian Robert Sobel offers some context of Coolidge's laissez-faire ideology, based on the prevailing understanding of federalism during his presidency: "As Governor of Massachusetts, Coolidge supported wages and hours legislation, opposed child labor, imposed economic controls during World War I, favored safety measures in factories, and even worker representation on corporate boards. Did he support these measures while president? No, because in the 1920s, such matters were considered the responsibilities of state and local governments." However, Coolidge did sign the Radio Act of 1927 into law that established the Federal Radio Commission (1927–1934), the equal-time rule for radio broadcasters in the United States, and restricted radio broadcasting licenses to stations that demonstrated that they served "the public interest, convenience, or necessity". ### Taxation and government spending Coolidge adopted the taxation policies of his Secretary of the Treasury, Andrew Mellon, who advocated "scientific taxation" – the notion that lowering taxes will increase, rather than decrease, government receipts. Congress agreed, and tax rates were reduced in Coolidge's term. In addition to federal tax cuts, Coolidge proposed reductions in federal expenditures and retiring of the federal debt. Coolidge's ideas were shared by the Republicans in Congress, and in 1924, Congress passed the Revenue Act of 1924, which reduced income tax rates and eliminated all income taxation for some two million people. They reduced taxes again by passing the Revenue Acts of 1926 and 1928, all the while continuing to keep spending down so as to reduce the overall federal debt. By 1927, only the wealthiest 2% of taxpayers paid any federal income tax. Federal spending remained flat during Coolidge's administration, allowing one-fourth of the federal debt to be retired in total. State and local governments saw considerable growth, however, surpassing the federal budget in 1927. By 1929, after Coolidge's series of tax rate reductions had cut the tax rate to 24 percent on those making over \$100,000, the federal government collected more than a billion dollars in income taxes, of which 65 percent was collected from those making over \$100,000. In 1921, when the tax rate on people making over \$100,000 a year was 73 percent, the federal government collected a little over \$700 million in income taxes, of which 30 percent was paid by those making over \$100,000. ### Opposition to farm subsidies Perhaps the most contentious issue of Coolidge's presidency was relief for farmers. Some in Congress proposed a bill designed to fight falling agricultural prices by allowing the federal government to purchase crops to sell abroad at lower prices. Agriculture Secretary Henry C. Wallace and other administration officials favored the bill when it was introduced in 1924, but rising prices convinced many in Congress that the bill was unnecessary, and it was defeated just before the elections that year. In 1926, with farm prices falling once more, Senator Charles L. McNary and Representative Gilbert N. Haugen – both Republicans – proposed the McNary–Haugen Farm Relief Bill. The bill proposed a federal farm board that would purchase surplus production in high-yield years and hold it (when feasible) for later sale or sell it abroad. Coolidge opposed McNary-Haugen, declaring that agriculture must stand "on an independent business basis", and said that "government control cannot be divorced from political control." Instead of manipulating prices, he favored instead Herbert Hoover's proposal to increase profitability by modernizing agriculture. Secretary Mellon wrote a letter denouncing the McNary-Haugen measure as unsound and likely to cause inflation, and it was defeated. After McNary-Haugen's defeat, Coolidge supported a less radical measure, the Curtis-Crisp Act, which would have created a federal board to lend money to farm co-operatives in times of surplus; the bill did not pass. In February 1927, Congress took up the McNary-Haugen bill again, this time narrowly passing it, and Coolidge vetoed it. In his veto message, he expressed the belief that the bill would do nothing to help farmers, benefiting only exporters and expanding the federal bureaucracy. Congress did not override the veto, but it passed the bill again in May 1928 by an increased majority; again, Coolidge vetoed it. "Farmers never have made much money," said Coolidge, the Vermont farmer's son. "I do not believe we can do much about it." ### Flood control Coolidge has often been criticized for his actions during the Great Mississippi Flood of 1927, the worst natural disaster to hit the Gulf Coast until Hurricane Katrina in 2005. Although he did eventually name Secretary Hoover to a commission in charge of flood relief, scholars argue that Coolidge overall showed a lack of interest in federal flood control. Coolidge did not believe that personally visiting the region after the floods would accomplish anything, and that it would be seen as mere political grandstanding. He also did not want to incur the federal spending that flood control would require; he believed property owners should bear much of the cost. On the other hand, Congress wanted a bill that would place the federal government completely in charge of flood mitigation. When Congress passed a compromise measure in 1928, Coolidge declined to take credit for it and signed the bill in private on May 15. ### Civil rights According to one biographer, Coolidge was "devoid of racial prejudice", but rarely took the lead on civil rights. Coolidge disliked the Ku Klux Klan and no Klansman is known to have received an appointment from him. In the 1924 presidential election his opponents (Robert La Follette and John Davis), and his running mate Charles Dawes, often attacked the Klan but Coolidge avoided the subject. During his administration, lynchings of African-Americans decreased and millions of people left the Ku Klux Klan. Coolidge spoke in favor of the civil rights of African Americans, saying in his first State of the Union address that their rights were "just as sacred as those of any other citizen" under the U.S. Constitution and that it was a "public and a private duty to protect those rights." Coolidge repeatedly called for laws to make lynching a federal crime (it was already a state crime, though not always enforced). Congress refused to pass any such legislation. On June 2, 1924, Coolidge signed the Indian Citizenship Act, which granted U.S. citizenship to all Native Americans living on reservations. (Those off reservations had long been citizens.) On June 6, 1924, Coolidge delivered a commencement address at historically black, non-segregated Howard University, in which he thanked and commended African Americans for their rapid advances in education and their contributions to U.S. society over the years, as well as their eagerness to render their services as soldiers in the World War, all while being faced with discrimination and prejudices at home. In a speech in October 1924, Coolidge stressed tolerance of differences as an American value and thanked immigrants for their contributions to U.S. society, saying that they have "contributed much to making our country what it is." He stated that although the diversity of peoples was a detrimental source of conflict and tension in Europe, it was peculiar for the United States that it was a "harmonious" benefit for the country. Coolidge further stated the United States should assist and help immigrants who come to the country and urged immigrants to reject "race hatreds" and "prejudices". ### Foreign policy Coolidge was neither well versed nor very interested in world affairs. His focus was directed mainly at American business, especially pertaining to trade, and "Maintaining the Status Quo". Although not an isolationist, he was reluctant to enter into European involvements. While Coolidge believed strongly in a non-interventionist foreign policy, he did believe that the United States was exceptional. Coolidge considered the 1920 Republican victory as a rejection of the Wilsonian position that the United States should join the League of Nations. Coolidge believed the League did not serve American interests. However, he spoke in favor of joining the Permanent Court of International Justice (World Court), provided that the nation would not be bound by advisory decisions. In 1926, the Senate eventually approved joining the Court (with reservations). The League of Nations accepted the reservations, but it suggested some modifications of its own. The Senate failed to act and so the United States did not join the World Court. Coolidge authorized the Dawes Plan, a financial plan by Charles Dawes, to provide Germany partial relief from its reparations obligations from World War I. The plan initially provided stimulus for the German economy. Additionally, Coolidge attempted to pursue further curbs on naval strength following the early successes of Harding's Washington Naval Conference by sponsoring the Geneva Naval Conference in 1927, which failed owing to a French and Italian boycott and ultimate failure of Great Britain and the United States to agree on cruiser tonnages. As a result, the conference was a failure and Congress eventually authorized for increased American naval spending in 1928. The Kellogg–Briand Pact of 1928, named for Coolidge's Secretary of State, Frank B. Kellogg, and French foreign minister Aristide Briand, was also a key peacekeeping initiative. The treaty, ratified in 1929, committed signatories – the United States, the United Kingdom, France, Germany, Italy, and Japan – to "renounce war, as an instrument of national policy in their relations with one another". The treaty did not achieve its intended result – the outlawry of war – but it did provide the founding principle for international law after World War II. Coolidge also continued the previous administration's policy of withholding recognition of the Soviet Union. Efforts were made to normalize ties with post-Revolution Mexico. Coolidge recognized Mexico's new governments under Álvaro Obregón and Plutarco Elías Calles, and continued American support for the elected Mexican government against the National League for the Defense of Religious Liberty during the Cristero War, lifting the arms embargo on that country; he also appointed Dwight Morrow as Ambassador to Mexico with the successful objective to avoid further American conflict with Mexico. Coolidge's administration would see continuity in the occupation of Nicaragua and Haiti, and an end to the occupation of the Dominican Republic in 1924 as a result of withdrawal agreements finalized during Harding's administration. In 1925, Coolidge ordered the withdrawal of Marines stationed in Nicaragua following perceived stability after the 1924 Nicaraguan general election, but redeployed them there in January 1927 following failed attempts to peacefully resolve the rapid deterioration of political stability and avert the ensuing Constitutionalist War; Henry L. Stimson was later sent by Coolidge to mediate a peace deal that would end the civil war and extend American military presence in Nicaragua beyond Coolidge's term in office. To extend an olive branch to Latin American leaders embittered over America's interventionist policies in Central America and the Caribbean, Coolidge led the U.S. delegation to the Sixth International Conference of American States, January 15–17, 1928, in Havana, Cuba, the only international trip Coolidge made during his presidency. He would be the last sitting American president to visit Cuba until Barack Obama in 2016. For Canada, Coolidge authorized the St. Lawrence Seaway, a system of locks and canals that would provide large vessels passage between the Atlantic Ocean and the Great Lakes. ### Cabinet Although a few of Harding's cabinet appointees were scandal-tarred, Coolidge initially retained all of them, out of an ardent conviction that as successor to a deceased elected president he was obligated to retain Harding's counselors and policies until the next election. He kept Harding's able speechwriter Judson T. Welliver; Stuart Crawford replaced Welliver in November 1925. Coolidge appointed C. Bascom Slemp, a Virginia Congressman and experienced federal politician, to work jointly with Edward T. Clark, a Massachusetts Republican organizer whom he retained from his vice-presidential staff, as Secretaries to the President (a position equivalent to the modern White House Chief of Staff). Perhaps the most powerful person in Coolidge's Cabinet was Secretary of the Treasury Andrew Mellon, who controlled the administration's financial policies and was regarded by many, including House Minority Leader John Nance Garner, as more powerful than Coolidge himself. Secretary of Commerce Herbert Hoover also held a prominent place in Coolidge's Cabinet, in part because Coolidge found value in Hoover's ability to win positive publicity with his pro-business proposals. Secretary of State Charles Evans Hughes directed Coolidge's foreign policy until he resigned in 1925 following Coolidge's re-election. He was replaced by Frank B. Kellogg, who had previously served as a senator and as the ambassador to Great Britain. Coolidge made two other appointments following his re-election, with William M. Jardine taking the position of Secretary of Agriculture and John G. Sargent becoming Attorney General. Coolidge did not have a vice president during his first term, but Charles Dawes became vice president during Coolidge's second term, and Dawes and Coolidge clashed over farm policy and other issues. ### Judicial appointments Coolidge appointed one justice to the Supreme Court of the United States, Harlan F. Stone in 1925. Stone was Coolidge's fellow Amherst alumnus, a Wall Street lawyer and conservative Republican. Stone was serving as dean of Columbia Law School when Coolidge appointed him to be attorney general in 1924 to restore the reputation tarnished by Harding's Attorney General, Harry M. Daugherty. It does not appear that Coolidge considered appointing anyone other than Stone, although Stone himself had urged Coolidge to appoint Benjamin N. Cardozo. Stone proved to be a firm believer in judicial restraint and was regarded as one of the court's three liberal justices who would often vote to uphold New Deal legislation. President Franklin D. Roosevelt later appointed Stone to be chief justice. Coolidge nominated 17 judges to the United States Courts of Appeals and 61 judges to the United States district courts. He appointed judges to various specialty courts as well, including Genevieve R. Cline, who became the first woman named to the federal judiciary when Coolidge placed her on the United States Customs Court in 1928. Coolidge also signed the Judiciary Act of 1925 into law, allowing the Supreme Court more discretion over its workload. ### 1928 election In the summer of 1927, Coolidge vacationed in the Black Hills of South Dakota. While on vacation, Coolidge surprisingly issued a terse statement that he would not seek a second full term as president: "I do not choose to run for President in 1928." After allowing the reporters to take that in, Coolidge elaborated. "If I take another term, I will be in the White House till 1933 ... Ten years in Washington is longer than any other man has had it – too long!" In his memoirs, Coolidge explained his decision not to run: "The Presidential office takes a heavy toll of those who occupy it and those who are dear to them. While we should not refuse to spend and be spent in the service of our country, it is hazardous to attempt what we feel is beyond our strength to accomplish." After leaving office, he and Grace returned to Northampton, where he wrote his memoirs. The Republicans retained the White House in 1928 with a landslide by Herbert Hoover. Coolidge had been reluctant to endorse Hoover as his successor; on one occasion he remarked that "for six years that man has given me unsolicited advice – all of it bad." Even so, Coolidge had no desire to split the party by publicly opposing the nomination of the popular commerce secretary. ## Post-presidency (1929–1933) After his presidency, Coolidge retired to a spacious home in Northampton, "The Beeches". He kept a Hacker runabout boat on the Connecticut River and was often observed on the water by local boating enthusiasts. During this period, he also served as chairman of the Non-Partisan Railroad Commission, an entity created by several banks and corporations to survey the country's long-term transportation needs and make recommendations for improvements. He was an honorary president of the American Foundation for the Blind, a director of New York Life Insurance Company, president of the American Antiquarian Society, and a trustee of Amherst College. Coolidge published his autobiography in 1929 and wrote a syndicated newspaper column, "Calvin Coolidge Says", from 1930 to 1931. Faced with a Democratic landslide in the 1932 presidential election, some Republicans spoke of rejecting Hoover as their party's nominee, and instead drafting Coolidge to run. Coolidge made it clear that he was not interested in running again, and that he would publicly repudiate any effort to draft him. Hoover was renominated, and Coolidge made several radio addresses in support of him. Hoover then lost the general election to Coolidge's 1920 vice presidential Democratic opponent Franklin D. Roosevelt in a landslide. Coolidge died suddenly from coronary thrombosis at "The Beeches" on January 5, 1933, at 12:45 p.m., aged 60. Shortly before his death, Coolidge confided to an old friend: "I feel I no longer fit in with these times." Coolidge is buried in Plymouth Notch Cemetery, Plymouth Notch, Vermont. The nearby family home is maintained as one of the original buildings on the Calvin Coolidge Homestead District site. The State of Vermont dedicated a new visitors' center nearby to mark Coolidge's 100th birthday on July 4, 1972. ## Radio, film, and commemorations Despite his reputation as a quiet and even reclusive politician, Coolidge made use of the new medium of radio and made radio history several times while president. He made himself available to reporters, giving 520 press conferences, meeting with reporters more regularly than any president before or since. Coolidge's second inauguration was the first presidential inauguration broadcast on radio. On December 6, 1923, his speech to Congress was broadcast on radio, the first presidential radio address. Coolidge signed the Radio Act of 1927, which assigned regulation of radio to the newly created Federal Radio Commission. On August 11, 1924, Theodore W. Case, using the Phonofilm sound-on-film process he developed for Lee de Forest, filmed Coolidge on the White House lawn, making "Silent Cal" the first president to appear in a sound film. The title of the DeForest film was President Coolidge, Taken on the White House Grounds. When Charles Lindbergh arrived in Washington on a U.S. Navy ship after his celebrated 1927 trans-Atlantic flight, President Coolidge welcomed him back to the U.S. and presented him with the Medal of Honor; the event was captured on film. ## See also - SS President Coolidge - Coolidge, Arizona - Coolidge Dam - List of things named after Calvin Coolidge - Presidency of Calvin Coolidge
2,178,821
French battleship France
1,152,064,084
French Navy Courbet-class battleship
[ "1912 ships", "Courbet-class battleships", "Maritime incidents in 1922", "Shipwrecks in the Bay of Biscay", "World War I battleships of France" ]
France was the last of four Courbet-class battleships, the first dreadnoughts built for the French Navy. The ship was completed just before the start of World War I in August 1914. Even though France was not officially completed, she ferried the President of France to Russia during the July Crisis for consultations. She spent the war providing cover for the Otranto Barrage that blockaded the Austro-Hungarian Navy in the Adriatic Sea and sometimes served as a flagship. After the war France and her sister ship Jean Bart participated in the occupation of Constantinople and were then sent to the Black Sea in 1919 to support Allied troops in the Southern Russia Intervention. The war-weary crews of both ships briefly mutinied, but it was easily put down and she returned to France mid-year. Striking an uncharted rock off the French coast in 1922, she foundered four hours later. ## Background and description By 1909, the French Navy was finally convinced of the superiority of the all-big-gun battleship like HMS Dreadnought over the mixed-calibre designs like the Danton class which had preceded the Courbets. The following year, the new Minister of the Navy, Augustin Boué de Lapeyrère, selected a design that was comparable to the foreign dreadnoughts then under construction as part of the 1906 Naval Programme. The ships were 166 metres (544 ft 7 in) long overall and had a beam of 27 metres (88 ft 7 in) and a mean draught of 9.04 metres (29 ft 8 in). They displaced 23,475 tonnes (23,104 long tons) at normal load and 25,579 tonnes (25,175 long tons) at deep load. Their crew numbered 1,115 men as a private ship and increased to 1,187 when serving as a flagship. The ships were powered by two licence-built Parsons steam turbine sets, each driving two propeller shafts using steam provided by 24 Belleville boilers. These boilers were coal-burning with auxiliary oil sprayers and were designed to produce 28,000 metric horsepower (20,594 kW; 27,617 shp). The ships had a designed speed of 21 knots (39 km/h; 24 mph). The Courbet-class ships carried enough coal and fuel oil to give them a range 4,200 nautical miles (7,800 km; 4,800 mi) at a speed of 10 knots (19 km/h; 12 mph). The main battery of the Courbet class consisted of twelve Canon de 305 mm (12 in) Mle 1906–1910 guns mounted in six twin-gun turrets, with two pairs of superfiring turrets fore and aft of the superstructure, and a pair of wing turrets amidships. Their secondary armament was twenty-two Canon de 138.6 mm (5.5 in) Mle 1910 guns, which were mounted in casemates in the hull. Four Canon de 47 mm (1.9 in) Mle 1902 Hotchkiss guns were fitted, two on each broadside in the superstructure. They were also armed with four 450-millimetre (17.7 in) submerged torpedo tubes and could stow 10 mines below decks. The ships' waterline belt ranged in thickness from 140 to 250 mm (5.5 to 9.8 in) and was thickest amidships. The gun turrets were protected by 250 mm of armour and 160 mm (6.3 in) plates protected the casemates. The curved armoured deck was 40 mm (1.6 in) thick on the flat and 70 mm (2.8 in) on the outer slopes. The conning tower had a 266 mm (10.5 in) thick face and sides. ## Career France, the seventh ship of her name to serve in the French Navy, was ordered on 1 August 1911 from Ateliers et Chantiers de la Loire. The ship was laid down on 30 November at its shipyard in Saint-Nazaire and launched on 7 November 1912. She was formally declared completed on 1 July 1914 to carry President Raymond Poincaré, on a state visit to Saint Petersburg, Russia. He boarded the ship on 16 July. Escorted by Jean Bart, France arrived at Kronstadt on 20 July after encountering the battlecruisers of the German I Scouting Group in the Baltic Sea en route. The French ships made a port visit to Stockholm, Sweden, on 25–26 July, but a planned visit to Copenhagen, Denmark, was cancelled due to rising tensions between Austria-Hungary and Serbia; they arrived at Dunkerque on 29 July. ### World War I When France declared war on Germany on 3 August, the sisters were in Brest and departed for Toulon that night. They were met off Valencia, Spain, on the 6th by their sister Courbet and the semi-dreadnoughts Condorcet and Vergniaud because Jean Bart was having problems with her 305 mm ammunition and France had yet to load any. The ships rendezvoused with a troop convoy the following day and escorted it to Toulon. France entered service on 10 October and was assigned to the 2nd Battle Squadron (2ème Escadre de ligne) of the 1st Naval Army (1ère Armée Navale) on 21 October at the mouth of the Adriatic Sea to prevent the Austro-Hungarian fleet from attempting to break out of the Adriatic. The torpedoing of Jean Bart on 21 December by the Austro-Hungarian submarine U-12 showed that the battleships were vulnerable to this threat and they were withdrawn to spend the rest of the month further south at an anchorage in Navarino Bay. On 11 January 1915, the French were alerted that the Austro-Hungarian fleet was going to sortie from its base at Pola, so France and her sisters Courbet and Paris led the 1st Naval Army north to the Albanian coast. It proved to be a false alarm, and they were back at their moorings three days later. In the meantime, the ships patrolled the Ionian Sea as the danger of submarine attacks in the restricted waters of the Strait forced the battleships south. The declaration of war on Austria-Hungary by Italy on 23 May and the Italian decision to assume responsibility for naval operations in the Adriatic, allowed the French Navy to withdraw to either Malta or Bizerte, French Tunisia, to cover the Otranto Barrage. A fire broke out aboard France on 25 July and she was forced to return to Toulon for repairs that lasted until 14 October. Two days later Vice-Admiral (Vice-amiral) Louis Dartige du Fournet assumed command of the 1st Naval Army and hoisted his flag aboard France, which remained in Malta for the rest of the year. At some point during the year, the ship's 47 mm guns were put on high-angle mountings to allow them to be used as anti-aircraft (AA) guns. They were later supplemented by a pair of 75 mm (3 in) Mle 1891 G guns on anti-aircraft mounts. On 27 April 1916, the French began using the port of Argostoli on the Greek island of Cephalonia as a base. Dartige du Fornet transferred his flag to the battleship Provence on 23 May. Around this time, many men from the battleships' crews were transferred to anti-submarine ships. At the beginning of 1917, the French began to use the Greek island of Corfu as well, but growing shortages of coal severely limited the battleships' ability to go to sea. The situation was so bad that Vice-Admiral Gabriel Darrieus wrote in 1917: > The military capabilities of the Armée Navale, which has already been badly affected by the shortages of personnel and constant changes in the general staff, need to be maintained by frequent exercises, and although from March to June we were able to follow a normal pattern, the coal crisis is currently preventing any manoeuvres or gunnery training, even for the ships returning from repairs. The big ships have lost 50 per cent of the capability they had several months ago. In 1918, they were almost immobile, leaving Corfu only for maintenance and repairs. On 1 July, the 1st Naval Army was reorganised with France assigned to the 1st Battle Division (1ère Division de ligne) of the 1st Battle Squadron (1ère Escadre de ligne). ### Post-war activities After the Armistice of Mudros was signed on 30 October between the Allies and the Ottoman Empire, the ship participated in the occupation of Constantinople. In early 1919, France, flagship of Vice-Admiral Jean-Françoise-Charles Amet, and Jean Bart were transferred to the Black Sea to reinforce the French forces opposing the Bolsheviks. A few days after bombarding Bolshevik troops advancing on Sevastopol on 16 April and forcing them to retreat, France's war-weary crew briefly mutinied on 19 April, inspired by socialist and revolutionary sympathisers. Unlike Jean Bart's captain, who had managed to quell the mutiny aboard his ship by the following day, France's crew was still mutinous and Amet hoped to reduce tensions by meeting the mutineers' demands for leave and letting crewmen with a history of good behaviour ashore. The sailors mingled with a pro-Bolshevik demonstration and the mixed group was challenged by a company of Greek infantry, which opened fire. The demonstrators fled and encountered a landing party from Jean Bart, which also fired upon them. A total of about 15 people were wounded, included six sailors, one of whom later died of his wounds. Delegates from the other mutinous crews were not allowed aboard and the mutiny collapsed when Amet agreed to meet their main demand to take the ships home. France was the first to depart on 23 April, but the ship sailed to Bizerte before continuing onwards to Toulon. Twenty-six crewmen were sentenced to prison terms upon her return, although the sentences were commuted in 1922 as part of a bargain between Poincaré, now Prime Minister, and the parties of the left. On 1 July, all the Courbets were assigned to the 1st Division of the 1st Squadron. On 10 February 1920, the 1st Naval Army was disbanded and replaced by the Eastern Mediterranean Squadron (Escadre de la Méditerranée orientale) and its Western counterpart (Escadre de la Méditerranée occidentale); all the sisters were assigned to the 1st Battle Squadron of the latter unit, with Courbet, Jean Bart and Paris in the 1st Battle Division and France in the 2nd Battle Division, with Rear-Admiral (Contre-amiral) Louis-Hippolyte Violette commanding the latter from France. The two squadrons were combined into the Mediterranean Squadron (Escadre de la Méditerranée) on 20 July 1921. France and the battleship Bretagne hosted the British battleship Queen Elizabeth and light cruiser Coventry during a port visit to Villefranche from 18 February to 1 March 1922. The two French battleships had a gunnery exercise on 28 June using the former Austro-Hungarian battleship Prinz Eugen as a target and sank her. On 18 July, France, Paris and Bretagne began a cruise visiting French ports in the Bay of Biscay and English Channel. On the evening of 25/26 August, France struck an uncharted rock while entering Quiberon Bay at 00:57. The after boiler room flooded quickly and the ship lost all power at 01:10. She had a 5° list by 02:00 and the order was given to abandon ship. The battleship capsized two hours later after Bretagne and Paris were able to rescue all but three of her crew. Her wreck was slowly broken up in place in 1935, 1952 and 1958.
39,421,766
Oxbow (horse)
1,087,872,150
American-bred Thoroughbred racehorse
[ "2010 racehorse births", "Preakness Stakes winners", "Racehorses bred in Kentucky", "Racehorses trained in the United States", "Thoroughbred family 26" ]
Oxbow (foaled March 26, 2010), an American Thoroughbred racehorse, is best known for winning the second jewel in the United States Triple Crown of Thoroughbred Racing, the 2013 Preakness Stakes. A bay colt, sired by a winner of the Breeders' Cup Classic and out of a full sister to another Breeders' Cup Classic winner, Oxbow was sold as a yearling at Keeneland for \$250,000 and is owned by Brad Kelley of Calumet Farm. He was trained by D. Wayne Lukas and was ridden in his Triple Crown races by Gary Stevens. Oxbow had a reputation as a front-runner who was difficult to rate during his races. Plagued with frequent turnover in jockeys prior to the Triple Crown series, and often running from poor starting gate post positions, he had only two wins prior to his victory in the Preakness. That success was Calumet Farm's first win in a Triple Crown race in 45 years and breeder Richard Santulli's first win in a Triple Crown classic race. It also was Stevens' first Triple Crown win since 2001, following his return to riding in early 2013 after a seven-year retirement, and Lukas' first Triple Crown win since 2000. Oxbow's second-place finish in the Belmont Stakes in June made him the third horse that year to reach \$1 million in purse wins. Following the Belmont, he was ranked the top three-year-old racehorse in the United States by the National Thoroughbred Racing Association (NTRA). He was pulled up shortly after finishing fourth in the Haskell Invitational, and was found to have suffered a soft tissue injury, was taken out of competition for the remainder of his three-year-old season, and retired in October 2013. He stands at stud for the 2015 breeding season at Calumet Farms. ## Background Oxbow is a bay horse, marked with an irregularly shaped white star on his forehead and white on his lower lip. He is tall. Oxbow was bred by Richard Santulli's New Jersey-based Colts Neck Stables, and foaled in Kentucky at Burleson Farms. His sire is 1998 Breeders' Cup Classic winner Awesome Again, and his dam is Tizamazing, an unraced full sister to the two-time Breeders' Cup Classic winner Tiznow. Oxbow's win in the Preakness Stakes was the first win in a Triple Crown classic race for Santulli's breeding program. As a yearling, Oxbow was sent to the Keeneland sales, where he was purchased for \$250,000 by bloodstock agent Eddie Kane, acting on behalf of Brad M. Kelley's Bluegrass Hall. In 2012, the Calumet Investment Group bought Calumet Farm and leased it to Kelley, who moved his Bluegrass Hall racing operation and 200 horses from his Hurricane Hill farm to the historic Calumet property in early 2013. Prior to 2013, Calumet Farm had not had a winning horse in a Triple Crown race since 1968. Although officially registered with The Jockey Club as a bay, Oxbow has white hairs scattered throughout his coat, therefore his trainer, D. Wayne Lukas, describes him as a roan. Oxbow was listed as "gray/roan" when he was sold as a yearling at Keeneland. ## Early racing career ### 2012: Two-year-old season Oxbow's racing career began on August 3, 2012, at Saratoga Race Course in an \$80,000 maiden race at 5.5 furlongs (0.7 mi; 1.1 km) under jockey Junior Alvarado. Listed at odds of 22–1, he was slow out of the gate and in sixth early on. He took an awkward step going into the turn, and as a result, his jockey pulled him up and he was taken off the track in a horse ambulance. In October, Oxbow was given another chance in a \$50,000 maiden race at 7 furlongs (0.9 mi; 1.4 km) at Keeneland Race Course. At 11–1 under jockey Jon Court, he broke sharply and led the field at the quarter-mile post. At the top of the homestretch he was caught by Winning Cause, and ultimately finished fourth with a speed figure of 73. On October 31, he ran in another \$50,000 maiden race at seven furlongs at Lukas' home track, Churchill Downs. At 17–1 under jockey Terry Thompson, Oxbow came out of the gate ninth, but as in his previous race, had the lead by the quarter-mile post. He ultimately placed third, with an improved speed figure of 85. Oxbow's first win was a month later on the undercard of the Clark Handicap, in another \$50,000 maiden race at Churchill Downs. He went off as the 2–1 favorite in a race of 7 furlongs (0.9 mi; 1.4 km) with jockey Joe Rocco. He started from the far outside at the tenth post position and broke from the gate in seventh but jumped out to the lead within a few strides and led going into the turn by a half length. Oxbow increased his lead throughout the race and won by almost five lengths, earning a 90 speed figure. After Oxbow's maiden win, he was flown to Hollywood Park in California to run in the Grade I CashCall Futurity at a mile and one-sixteenth (1,700 m) on a synthetic surface. He was the longest shot in the field at 61–1, and drew the far outside post at number eleven. Ridden by Corey Nakatani, his fifth jockey in five races, Oxbow broke well coming out the gate. He ran close to the front throughout the race, despite losing ground by being four horses wide around the first turn and three wide around the final turn. Oxbow finished fourth, nine lengths back, but earned his first Road to the Kentucky Derby point, and a speed figure of 87. ### 2013: Three-year-old season Oxbow was moved with the rest of Lukas' horses to winter headquarters at Oaklawn Park in Hot Springs, Arkansas. He started his Triple Crown prep season on January 19, 2013, with a win at the Fair Grounds Race Course in New Orleans in the mile and 70-yard (1,672 m) Grade III Lecomte Stakes. Ridden for the second time by Jon Court, he went off as the fourth choice at 5–1 and had a favorable number four post position. He came out of the gate quickly and was the front-runner throughout the race. At the top of the homestretch, he was only a half length in front of the field, but then he drew away and won by more than eleven and a half lengths. Horses he beat that day included Golden Soul, who later placed second in the Kentucky Derby, and I've Struck a Nerve, who Oxbow faced again later in the Risen Star Stakes. He earned a speed figure of 94 and an additional ten points towards qualification for the Derby. That month, Lukas also contacted veteran Hall of Fame jockey Gary Stevens, who had just returned to racing after a seven-year retirement, and discussed having Stevens ride Oxbow in future races. Five weeks later, Oxbow was entered in the Grade II mile and one-sixteenth (1,700 m) Risen Star Stakes. Ridden for the third time by Jon Court, Oxbow was assigned the far outside post at number ten, and was the second favorite at 4–1. He broke fifth from the gate, moved to third passing the stands, but lost ground by being five horses wide around the first turn. In the stretch, Oxbow took the lead but could not hold it and finished fourth, although he and the three top-placed horses all ended the race within a length and a half of each other in a blanket finish. The winner was I've Struck a Nerve, at odds of 135–1. Oxbow again progressed in performance, earning a speed figure of 98 and five more points toward Derby qualification. Three weeks later, Lukas entered Oxbow in Oaklawn Park's key preparatory race for the Arkansas Derby, the Grade II Rebel Stakes. For the fourth time in five races, Oxbow started on the far outside at post ten. He went off as the favorite for the second time in his career, at 4–1. Lukas switched Jon Court to ride stablemate Will Take Charge, and Oxbow was given yet another jockey, Mike Smith. Oxbow was third out of the gate. He took the lead down the backstretch and stayed in front until the end of the race where he was narrowly defeated by Will Take Charge. Oxbow lost by half a head, but earned his first triple-digit speed figure at 101, along with 20 Derby qualification points. After the Rebel Stakes, Oxbow was ranked as one of the top ten horses in some Triple Crown pre-race polls, and secured eligibility to run in the Derby with 36 points. Four weeks after the Rebel, Oxbow entered his last preparatory race before the Triple Crown campaign, the Grade I Arkansas Derby, held on April 13. This race marked the first time Oxbow was ridden by 50-year-old Stevens, who was Oxbow's seventh jockey in nine races. The horse was the favorite at 3–1, but once again drew an unfavorable, far-outside post at ten. Oxbow came out ninth at the break and was almost seven lengths behind the leader at the start. He had developed a reputation for running in front and wearing out his exercise riders, so Stevens unsuccessfully attempted to rate Oxbow and make him run off the pace, behind other horses. Oxbow, described by observers as "very rank", and by Stevens as "pissed off ... [and] upset with me that he didn't get the running style he wanted", was tossing his head and fighting Stevens into the clubhouse turn. After running last at one point in the race, Oxbow improved his position and finished fifth, less than a length behind second-place Frac Daddy. Oxbow earned a speed figure of 90, the same as in his maiden win. Stevens viewed his attempt to make Oxbow run off the pace as a mistake. "It just turned out to be a nightmare trip and I take full (responsibility) for that", he said. Lukas agreed, stating, "That will not be in [Stevens'] grandchildren's highlight film". ## Triple Crown Series ### Kentucky Derby Oxbow ran in the Kentucky Derby at Churchill Downs as a 25–1 long shot, ridden by Stevens, who had been on Oxbow in workouts since the Arkansas Derby, and as Lukas said, had "gotten to know the horse a little better throughout the last two weeks". Following the scratch of Black Onyx in post position one, Oxbow had the inside number two post in the field of 19 starters and was closest to the rail. His position was further complicated by being next to Revolutionary with jockey Calvin Borel at number three. Between the size of the field and Borel's well-known preference for riding the rail, Oxbow had to use his speed early to get out front and avoid being pushed into the rail or being hemmed in behind traffic. He broke fifth and was soon close to leader Palace Malice, who ran the second fastest initial quarter- and half-miles in Derby history, a pace described as "suicidal". Oxbow maintained his position near the front, and at the top of the homestretch passed the tired-out speed horses to lead the race for a sixteenth of a mile. He then faded and finished in sixth place, six lengths behind winner Orb, though his performance was still viewed as "respectable" and "promising". Oxbow earned a speed figure of 101, the same as he had in the Rebel, and observers noted that he was the only horse that ran near the front of the pack in the opening half-mile to also finish in the top six; none of the other horses out front early finished better than twelfth. ### Preakness Stakes Oxbow next went to Pimlico Race Course in Baltimore to run in the 2013 Preakness Stakes. In the week prior to the race, he had another workout with Stevens, who stated that it was the "first time [Oxbow] had listened to me", later amending his comments to say, "maybe it's the first time I've listened to him." Oxbow drew a favorable spot in the gate at post position six, his first good draw since his win in the Lecomte, and kept the same rider for three straight races for the first time in his career. At the start of the race, Will Take Charge veered in and brushed Oxbow, who broke third but took the lead within a few strides and soon led by one and a half lengths. Once in front, Stevens got Oxbow to relax, and they ran the first quarter-mile in 0:23.94, the half mile in 0:48.60, and three-quarters at 1:13:26. Despite the modest pace, what one sportswriter called "lullaby fractions", described by Stevens as "just walking the dog", the colt was one and a half lengths in front at the three-quarter-mile mark. `Although Steven said the horse "rated himself", sportswriters speculated that once in front, the experienced Stevens had slowed the pace, leaving Oxbow with enough reserves for the final push. Turning for home, Oxbow "exploded off the turn" and led by three lengths. Never seriously challenged, he recorded a 15–1 upset victory by one and three quarter lengths in front of runner-up Itsmyluckyday. Mylute finished third and Derby champion Orb was fourth. Oxbow earned a career-high speed figure of 112, which was higher than Orb's had been in the Derby. In post-race interviews, Stevens said, "His mind was right", "when I hit the half-mile pole ... The race was over at that point", and "[t]hey gave me a free three-quarters of a mile today." Stevens later tweeted that Oxbow was the "most intelligent horse I have ever ridden". He noted the horse was not particularly tired after the race and described him as a "happy horse" in the winner's circle. Lukas said, "He never even broke a sweat." ` The victory was 77-year-old Lukas' sixth career Preakness win and his 14th Triple Crown win, surpassing the record of "Sunny Jim" Fitzsimmons. It was Lukas' first win in any Triple Crown race since Commendable won the Belmont Stakes in 2000. Oxbow's success was Stevens' third career Preakness win and his ninth Triple Crown win, but the first since winning the Preakness and Belmont on Point Given in 2001. ### Belmont Stakes Fourteen horses started at the 2013 Belmont Stakes. Oxbow drew the number seven post position, with rival Orb at post five. There were concerns about Stevens' fitness as he had missed races after being thrown from a horse the previous week, but medical tests showed no sign of injury. Oxbow was the third favorite at 5–1 on the morning line, but by race time his odds were at 10–1. In the race Oxbow broke third out of the gate and settled behind pacesetters Frac Daddy and Freedom Child, completing a quarter mile in 23 seconds. As usual, Oxbow wanted to run close to the front, Stevens knew better than to fight with him, and so, as in the Derby, horse and rider once again chased the speed horses at fractions described as "suicidal". At the half-mile pole Oxbow was a neck off the leader, who clocked at 0:46.66, and on the backstretch, Oxbow went to the front, reaching the three-quarter mile mark at 1:10.95, running the second fastest half- and three-quarter mile fractions at that point in the race since Secretariat's 1973 record-setting performance. Oxbow was still in front by a half length at the mile post. At the top of the homestretch, Palace Malice and Oxbow were nose and nose but Oxbow tired, and finished second by three lengths to Palace Malice with Kentucky Derby winner Orb third, 1+3⁄4 lengths behind Oxbow. His speed figure for the Belmont was 98, the same as in the Risen Star Stakes. The second-place finish in the Belmont earned Oxbow \$200,000 and pushed him over the \$1 million mark in career earnings, making him the third horse in 2013 to reach \$1 million in purse wins, behind Orb and a fellow Awesome Again son, the six-year-old gelding Game On Dude. Although the \$1 million bonus for the horse winning the highest combined Triple Crown points has long been discontinued, Oxbow would have won it over Orb owing to his win in the Preakness and second in the Belmont. Further, his placing in the Belmont put him at number one in the post-Belmont June 10 NTRA poll of top three-year-olds, and in the top ten for race horses of all ages. ## Remainder of season Oxbow came out of the Belmont feeling good, or as Lukas put it, "full of himself." He returned to Churchill Downs, and resumed scheduled workouts sooner than usual. Lukas then shipped Oxbow to Saratoga to prepare him to run in the Grade I, \$1 million Haskell Invitational on July 28, 2013, with sportswriters hoping to see him meet up again with Orb and Palace Malice in the Travers Stakes later in the summer. In an attempt to get Oxbow past what had been described as his "one-dimensional" front-running style, Lukas turned to a training regimen at Saratoga where the horse had no clocked workouts, but instead was conditioned by jogging and galloping clockwise (the "wrong way") on the training track for long one-and-a-half to two-mile trips each time out. Oxbow drew post position five for the Haskell, carried the highest weight at 122 pounds, and was the second favorite in the race behind Verrazano. Leading for the early part of the race, Oxbow was challenged for the lead by Verrazano at the three-quarter-mile marker, then weakened and finished fourth, earning another \$60,000. Stevens felt something was wrong with Oxbow at the half-mile pole, later saying the horse "didn’t feel like he did in any of the Triple Crown races", and Lukas stated the jockey "kind of held" Oxbow from that point on. Oxbow was pulled up soon after crossing the finish line, then his rider jumped off and removed the saddle when Oxbow failed to jog sound on the track. The horse walked back to the barn without obvious sign of injury, and radiographs of his right front ankle revealed no fracture, but he did have a soft tissue injury to the area, described as a "sprain". Of Oxbow's overall health, Lukas commented, "he had a pretty set of X-rays. It's amazing. For a horse with that many [starts], they were really clean." Nonetheless, as a result of the soft tissue injury, Oxbow was taken out of races for the duration of the summer, and after three weeks of hand-walking at Saratoga was shipped home to Calumet in mid-August, with an announcement that he was not anticipated to run again in 2013. Lukas said: "He's been a warrior and a hell of a nice horse for us and I don't want to do anything to jeopardize his future down the line." On October 25, 2013, Calumet Farm announced the decision to retire Oxbow. Combined with his winnings in his two-year-old season, his lifetime race earnings were \$1,243,500. He stood at stud for the 2014 breeding season at Taylor Made Farm in Lexington, Kentucky, for an introductory stud fee of \$20,000. He closed out the year ranked 17th in earnings with \$1,146,000 won in 2013. For the 2015 season he moves to Calumet Farms, where he joins seven other stallions, including English Channel, who sired 2014 Travers Stakes winner V.E. Day. ## Breeding career After standing at stud in 2014 at Taylor Made Farm, Oxbow was moved to Calumet Farm, where he stands as of 2020. Oxbow's first winner was the filly Delaphene, out of the Empire Maker mare Boustierre who won a maiden race at Arlington Park on July 16, 2017. Oxbow's first graded stakes winner was Coach Rocks, winner of the 2018 Gulfstream Park Oaks. Hot Rod Charlie is Oxbow’s leading performer to date, winning the Louisiana Derby, hitting the board in the Kentucky Derby, running second in the Belmont Stakes, and winning the Pennsylvania Derby. ## Racing statistics ## Pedigree Oxbow was sired by the Canadian-bred Awesome Again, winner of the 1998 Breeders' Cup Classic. At stud, Awesome Again has sired many stakes winners, including Paynter, who placed second in the 2012 Belmont Stakes and won the 2012 Haskell Invitational; Ghostzapper, who was 2004 American Horse of the Year and a 2004 Breeders' Cup winner; and Game On Dude, two-time winner of the Santa Anita Handicap. Oxbow is almost a full brother to Paynter; the two horses are out of full sisters. Oxbow's older full brother, Awesome Patriot, won the 2011 Alydar Stakes. Oxbow's younger full brother, Expect a Lot, is in race training. Oxbow's dam Tizamazing was bred back to Awesome Again in 2013, and in June 2013 was confirmed to be in foal. Tizamazing is a full sister to Tiznow, who was 2000 American Horse of the Year and won the Breeders' Cup Classic twice. Tizamazing sold for \$1 million at Keeneland as a yearling, but owing to a training injury she never raced. Tizamazing's dam, Cee's Song, is credited with raising the respect breeders have for her female breeding line, Thoroughbred family 26, as one of the top distaff lines in America. Five full siblings out of Cee's Song were either race winners or the dams of race winners: Tiznow, Tizbud and Tizdubai are all stakes winners, Oxbow's dam Tizamazing and Paynter's dam Tizso both produced stakes winners. Another offspring of Cee's Song, the gelding Budroyale, was second in the 1999 Breeders' Cup Classic. Oxbow's pedigree is outcrossed for four generations, with very little inbreeding. Oxbow is only inbred 4x5x5 to Northern Dancer, meaning that this horse appears once in the fourth and twice in the fifth generation of Oxbow's pedigree.
3,677,340
Battle of Raymond
1,161,132,173
1863 battle of the American Civil War
[ "1863 in Mississippi", "1863 in the American Civil War", "Battles of the American Civil War in Mississippi", "Battles of the Western Theater of the American Civil War", "Hinds County, Mississippi", "May 1863 events", "National Register of Historic Places in Hinds County, Mississippi", "Union victories of the American Civil War", "Vicksburg campaign" ]
The Battle of Raymond was fought on May 12, 1863, near Raymond, Mississippi, during the Vicksburg campaign of the American Civil War. Initial Union attempts to capture the strategically important Mississippi River city of Vicksburg failed. Beginning in late April 1863, Union Major General Ulysses S. Grant led another try. After crossing the river into Mississippi and winning the Battle of Port Gibson, Grant began moving east, intending to turn back west and attack Vicksburg. A portion of Grant's army consisting of Major General James B. McPherson's 10,000 to 12,000-man XVII Corps moved northeast towards Raymond. The Confederate commander of Vicksburg, Lieutenant General John C. Pemberton, ordered Brigadier General John Gregg and his 3,000 to 4,000-strong brigade from Jackson to Raymond. Gregg's brigade contacted the leading elements of McPherson's corps on May 12. Neither commander was aware of the strength of his opponent, and Gregg acted aggressively, thinking McPherson's force was small enough that his men could easily defeat it. McPherson, in turn, overestimated Confederate strength and responded cautiously. The early portions of the battle pitted two brigades of Major General John A. Logan's division against the Confederate force, and the battle was matched relatively evenly. Eventually, McPherson brought up Brigadier General John D. Stevenson's brigade and Brigadier General Marcellus M. Crocker's division. The weight of superior Union numbers eventually began to crack the Confederate line, and Gregg decided to disengage. McPherson's men did not immediately pursue. The battle at Raymond changed Grant's plans for the Vicksburg campaign, leading him to first focus on neutralizing the Confederate forces at Jackson before turning against Vicksburg. After successfully capturing Jackson, Grant's men pivoted west, drove Pemberton's force into the defenses of Vicksburg, and forced a Confederate surrender on July 4, ending the Siege of Vicksburg. The site of the Battle of Raymond was added to the National Register of Historic Places in 1972, and public interpretation of a portion of the site is provided by the Friends of Raymond. Historians Ed Bearss, Michael Ballard, and Timothy B. Smith have criticized McPherson's handling of the battle. ## Background Early in the Civil War, Union military leadership developed the Anaconda Plan, which was a strategy to defeat the Confederate States of America (a significant component of which was controlling the Mississippi River.) Much of the Mississippi Valley fell under Union control in early 1862 after the capture of New Orleans, Louisiana, and several land victories. The strategically important city of Vicksburg, Mississippi was still in Confederate hands, serving both as a strong defensive position by commanding the river and as the linchpin between the two halves of the Confederacy. Union Navy elements were sent upriver from New Orleans in May to try to take the city, a move that was ultimately unsuccessful. In late June, a joint army-navy expedition returned to make another campaign against Vicksburg. Union Navy leadership decided that the city could not be taken without more infantrymen, who were not forthcoming. An attempt to dig a canal across a meander of the river, bypassing Vicksburg, failed. In late November, about 40,000 Union infantry commanded by Major General Ulysses S. Grant began moving south towards Vicksburg from a starting point in Tennessee. Grant ordered a retreat after a supply depot and part of his supply line were destroyed during the Holly Springs Raid and Forrest's West Tennessee Raid. Meanwhile, another arm of the expedition under the command of Major General William T. Sherman left Memphis, Tennessee on the same day as the Holly Springs Raid and traveled down the Mississippi River. After diverting up the Yazoo River, Sherman's men began skirmishing with Confederate soldiers defending a line of hills above the Chickasaw Bayou. A Union attack on December 29 was defeated decisively at the Battle of Chickasaw Bayou, and Sherman's men withdrew on January 1, 1863. ## Prelude ### Beginning of Grant's campaign In early 1863, Grant planned further operations against Vicksburg. Some of these plans included revisiting the 1862 canal site attempt, a new plan to cut a canal into the Mississippi River near Lake Providence, Louisiana, and navigating through bayous to bypass Vicksburg. Expeditions sent through the Yazoo River and Steele's Bayou failed to find a viable alternate route. By March 29, these alternatives were abandoned by Grant, leaving him with the choices of attacking Vicksburg from directly across the river, pulling back to Memphis and then attacking overland from the north, or marching south on the Louisiana side of the river and then crossing it below the city. Attacking the enemy from across the river, Grant could have risked heavy casualties, but pulling his men back to Memphis could have been interpreted as a retreat and politically disastrous. This led Grant to choose the southward movement. On April 29, Union Navy ships bombarded Confederate river batteries at Grand Gulf in preparation for a crossing, but they did not silence the position. Grant crossed his men the next day even farther south, at Bruinsburg, Mississippi. Grant drove inland with 24,000 men, defeating an 8,000-man Confederate blocking force at Port Gibson on May 1; the batteries at Grand Gulf were abandoned the next day. Grant could either move north towards Vicksburg or head east and later turn to the west and attack Vicksburg from this direction. He chose the latter option as it provided a better chance of capturing Vicksburg's Confederate garrison and its commander, Lieutenant General John C. Pemberton. Grant put his plan in motion by having Sherman's XV Corps cross the Mississippi River at the now-abandoned Grand Gulf position and then drive towards Auburn. To Sherman's left, Major General John A. McClernand's XIII Corps covered the crossing of the Big Black River, and on the Union right was Major General John B. McPherson's XVII Corps. McPherson, who lacked experience in leading a sizable body of men in independent command, was directed to advance to Raymond via Utica. McPherson's advance was resisted by little other than militia. Union cavalrymen raided the New Orleans, Jackson and Great Northern Railroad, damaging almost 1.5 miles (2.4 km) of the line. On May 11, Grant ordered McPherson to take his command to Raymond and resupply there while maintaining the impression that he was targeting Jackson. ### Gregg's approach to Raymond Pemberton responded to the Union movements by moving his forces north along the course of the Big Black River, shadowing the Union movements but never crossing the river. Meanwhile, reinforcements were brought up from elsewhere in the Confederacy and concentrated at Jackson. General Joseph E. Johnston was ordered on May 10 to travel to Jackson to command the growing force, which would eventually amount to about 6,000 men. One of these units was the brigade of Brigadier General John Gregg, which had been sent to Jackson from Port Hudson, Louisiana. In his only aggressive action at the time, Pemberton sent Gregg a telegram ordering him to take his brigade to Raymond with hopes of intercepting a Union unit rumored to be at Utica. Both Gregg and Pemberton believed the Union force was only a single brigade, which would have numbered about 1,500 men. In reality, the Union force at Utica was McPherson's corps, which numbered about 10,000 to 12,000 men. Expecting the main Union assault to come at the Big Black River, Pemberton believed that any movements towards Jackson via Raymond were simply feints. He gave Gregg orders to fall back to Jackson if Union troops pushed through Raymond but to attack the rear of Grant's line if the Union army pivoted towards the Big Black. Gregg and his men reached Raymond on May 11, expecting to find Colonel Wirt Adams's Confederate cavalry in the town; Adams's men were to conduct reconnaissance. Instead, the only Confederate force in Raymond was a small command of forty cavalrymen – mainly young locals – and a separate five-man detachment. Gregg sent the cavalry unit down the road towards Utica while keeping the five men for courier service, and sent a message to Adams telling him to bring his force to Raymond. The unexpected lack of cavalry at Raymond may have been due to Adams misunderstanding a poorly written order from Pemberton. Adams later sent a unit of fifty cavalrymen to aid Gregg; they arrived that night. On the morning of May 12, the scouting force reported approaching Union soldiers, and Gregg, still anticipating only a single Union brigade, prepared for battle with a force numbering around 3,000 to 4,000 men. The scouts had been unable to provide an accurate count of Union strength. Believing he could easily defeat the approaching enemy force, Gregg responded aggressively. He ordered Colonel Hiram Granbury to take the 7th Texas Infantry Regiment and the 1st Tennessee Infantry Battalion to a rise near the junction of the roads to Utica and Port Gibson. The Texans were to attract Union attention and draw them into a cul-de-sac-shaped portion of Fourteenmile Creek. Colonel Calvin H. Walker and the 3rd Tennessee Infantry Regiment were sent to the reverse slope of some high ground northeast of the bridge over Fourteenmile Creek. The 50th Tennessee Infantry Regiment and the 10th and 30th Tennessee Infantry Regiment (Consolidated) moved down the Gallatin Road to the left. Gregg planned to contest his line with Walker's and Granbury's men and then have the Tennesseeans down the Gallatin Road conduct a flanking attack against the Union right. Hiram Bledsoe's Missouri Battery and its three cannons were positioned with the 1st Tennessee Battalion. The battery had orders to fire on any Union attempts to cross the bridge over the creek on Utica Road. The 41st Tennessee Infantry Regiment was held in reserve about 0.5 miles (800 m) behind the 3d Tennessee, near the Raymond cemetery. The line was stretched thin to cover the three roads and contained gaps between units. Heavy undergrowth along the position restricted Gregg's ability to clearly observe the Union forces when they came, preventing an accurate assessment of McPherson's strength. ## Battle ### Opening shots The fighting opened on the morning of May 12, when the leading Union troops, a cavalry force, ran into skirmishers sent out by Granbury. The Union troops were surprised to meet resistance, and skirmishing began at a range of about 100 yards (90 m). Gregg was informed by a scout that the Union force numbered only about 2,500 to 3,000 men; knowing that scouts frequently overestimated enemy strengths, this report confirmed Gregg's belief that he was facing at most a brigade. Bledsoe's cannons opened fire at the advancing Union troops, and Union artillery began firing as well. Which side opened the battle is not known. Smoke from the firing clouded the air and reduced the effectiveness of both sides' artillery. Around 09:00, McPherson realized that the Confederates in front of his force represented more than just skirmishers, and he began deploying for battle. McPherson used cavalry to cover his flanks and brought Brigadier General Elias Dennis's brigade of four regiments to the front. The six cannons of the 8th Michigan Light Artillery Battery were brought up to duel Bledsoe's Battery. Dennis's men forced the Confederates back and sent a skirmish line across the creek. The 3rd Ohio Battery also arrived on the scene, strengthening the Union line, which now had a twelve to three advantage in cannons. Union Brigadier General John E. Smith's five-regiment brigade of Logan's 6,500-man division arrived and attacked the Confederate line. Of Smith's regiments, only the 23rd Indiana Infantry Regiment was successfully able to cross the creek; the others became bogged down in the heavy undergrowth near the creek. With the Union troops concentrated on a single road, Gregg decided to pull his troops closer together and attack. His plan was for the 7th Texas and the 3rd Tennessee to attack en echelon. The 50th Tennessee and 10th and 30th Tennessee (Consolidated) were to move off of the Gallatin Road and strike the Union line in the flank, which Gregg expected to be exposed. Between the two regiments, Gregg's flanking force was composed of roughly 1,200 men. Gregg also hoped the two flanking units could capture McPherson's artillery, as he was concerned that the Union's artillery advantage would eventually silence Bledsoe's guns. Gregg's Texans hit the 20th Ohio Infantry Regiment and the 68th Ohio Infantry Regiment hard. The former regiment held, but the latter broke for the rear. The Union line began to buckle, but it was rallied by the division commander Major General John A. Logan. McPherson, in his inexperience, overestimated the strength of the Confederate force he was facing. The 3rd Tennessee counterattacked the Indianans, who were driven back across the creek and reformed beside the 20th Ohio and the 20th Illinois Infantry Regiment. The attacking Tennesseans shifted to the southeast and advanced towards the 45th Illinois Infantry Regiment. Gregg brought the 41st Tennessee up from the reserve, but he did not have the Union line scouted and was thus uninformed of its true strength. Heavy smoke and dust limited Gregg's ability to see the battle, and events began to escape his control. ### Chaotic escalation A third Union brigade, under the command of Brigadier General John D. Stevenson, had held back in the rear due to dust clouds kicked up by Smith's brigade. As the battle grew in intensity, Stevenson began moving his men to a position behind the 8th Michigan Battery but was initially held back until Confederate intentions became clearer. The brigade was then ordered by McPherson to support Dennis and Smith after the Confederate attack hit. Stevenson's four regiments were split up, two being sent to support Smith and Dennis, and the others moving to shore up the Union right flank. The latter movement meant that Gregg's two flanking regiments would not strike an exposed Union position. When some of the men of the 50th Tennessee opened fire on the Union line, the element of surprise was lost. The unit's commander tried to inform Gregg that the Union force was much larger than expected, but the messenger could not find him. The 50th Tennessee fell back to a defensive position without informing other Confederate units. The commander of the 10th and 30th Tennessee (Consolidated) had orders not to engage until after the 50th Tennessee had entered the fighting. Gregg's flank attack had stalled, one unit hanging out of the fighting and the other waiting for the former to enter the battle. On the other end of the Confederate line, an attack by the 20th Illinois drove back the 7th Texas. At this point in the fighting, the lines had realigned so that the Union troops held the 125 yards (114 m) of the creek east of the bridge and fired north. On the other side of a curve in the creek, the Confederates held 100 yards (91 m) and fired south. Meanwhile, the 3rd Tennessee continued to advance, expecting that its left flank would be covered by the 50th Tennessee. With the latter unit not in position, the 3rd Tennessee's flank was exposed to fire from the 31st Illinois Infantry Regiment. Union troops counterattacked the 3rd Tennessee with four regiments and drove it back after a 45-minute fight, only to be staved off by the 41st Tennessee. The 20th Ohio also attacked the 7th Texas. The Confederate unit retreated and split in two, some falling back to the 1st Tennessee Battalion and the rest to the 10th and 30th Tennessee (Consolidated). More Union artillery arrived on the field when four 24-pounder howitzers from Battery D, 1st Illinois Light Artillery deployed. The battle was growing chaotic due to thick undergrowth and clouds of smoke, and units on both sides fought more and more individuals with less direction from high-ranking officers. At 13:30, a brigade from Union Brigadier General Marcellus M. Crocker's division, commanded by Colonel John B. Sanborn, arrived on the field and moved to support Logan's left flank. Two regiments from Crocker's division were also sent to aid Smith and Stevenson, as the 7th Texas was withdrawing. A Union regimental commander determined that the two new regiments were not needed, and the reinforcements took up a reserve position. The 50th Tennessee and the 10th and 30th Tennessee (Consolidated) prepared to advance together, but they paused to await further orders. The expected orders did not arrive, and the latter unit moved to the right, breaking contact between the two units. The men of the 50th Tennessee heard the sound of heavy fighting to their right, and they began to take fire from this direction. The unit then fell back to the position it had occupied in the morning. The 10th and 30th Tennessee (Consolidated), having either been ordered by Gregg towards the center of the line to shore up the exposed flank of the 3rd Tennessee, or been driven by Union troops towards that position, moved to a point in the line near where the 3rd Tennessee was fighting Smith's men. The new deployment left a gap between the 10th and 30th Tennessee (Consolidated) and the 41st Tennessee. ### Union breakthrough McPherson was able to bring up 22 cannons onto the field, and some of his men forced their way across the creek, making contact with the 50th Tennessee. The Union artillery began to fire on the exposed 10th and 30th Tennessee (Consolidated). Knowing a retreat would break the Confederate line and that his men would suffer casualties if they remained steady, the unit's commander, Colonel Randal William MacGavock, ordered an attack against the 7th Missouri Infantry Regiment, which had recently crossed the creek. MacGavock was killed early in the charge, but his men could drive the Missourians back before being halted by fire from the 31st Illinois and the rallied Missourians. A counterattack drove them back to their starting point, but an attempt by the Missouri regiment to gain further ground was repulsed. Gregg did not know that his left flank was held by the 50th Tennessee, and he ordered the 41st Tennessee in this direction. At the same time, the 50th Tennessee had begun moving on its own to the right, where the sounds of battle were coming from; the two regiments essentially switched places. The weight of superior Union numbers was beginning to tell. Gregg determined that a retreat was necessary, and he ordered the 1st Tennessee Battalion to feign an attack against Crocker's men, covering the withdrawal of the spent 7th Texas and 3rd Tennessee. The Union troops fell for the bluff and withdrew, allowing the 1st Tennessee Battalion to cover the Confederate retreat. The 10th and 30th Tennessee (Consolidated) began to withdraw on its own, but then it attacked a Union regiment from Ohio, only to be driven back by stronger Union forces. The 50th Tennessee either moved to the Utica Road during the retreat and covered it while falling back or withdrew via the Gallatin Road. Six companies of the 3rd Kentucky Mounted Infantry Regiment arrived on the field unexpectedly, and they helped cover the retreat. The retreat occurred over two roads, and Gregg's men fell back through the town of Raymond and onto the road to Jackson, before stopping for the night in some woods near a local cemetery. They were joined by 1,000 men under the command of Brigadier General W. H. T. Walker that evening. Fighting ended around 16:00, and Union soldiers entered Raymond where they found and consumed a meal of fried chicken and lemonade that area women had prepared for Gregg's men, expecting a Confederate victory. Gregg's men abandoned their wounded and fell back to Jackson the next day; McPherson did not pursue, citing the difficulty of the terrain. The Union forces were also very disorganized. Anne Martin, a civilian resident of Raymond, reported that the Union soldiers occupying the town looted her house, and she wrote a letter to a family member stating that she had heard sounds of similar destruction from elsewhere in the town. ## Aftermath Reports of Union casualties vary between 442 and 446. The historians William L. Shea and Terrence J. Winschel supported the latter number and broke down casualties as 68 killed, 341 wounded, and 37 missing; Donald L. Miller agreed with this total, as did the historian Timothy B. Smith. The former figure was given by the historians Shelby Foote and Michael B. Ballard and the writer Winston Groom; in one work, Ed Bearss gave the total as 442 with a breakdown of 66 killed, 339 wounded, and 37 missing, although he also supported the 446 figure in a different work. Confederate losses were reported as either 514, with a breakdown of 72 killed, 252 wounded, and 190 missing, or 515 with the extra loss being another man killed. Another statement of Confederate casualties was provided by McPherson, who claimed to have captured 720 Confederates and found another 103 slain on the field. Smith attributed the 515 figure to Gregg's post-battle report, and notes that the casualty figures were later updated by a small amount. He also stated that it is likely the exact number of casualties suffered during the battle will never be known. Confederate losses were heaviest in the 3rd Tennessee and the 7th Texas. In addition to the human casualties, the Confederates lost one of Bledsoe's cannons, which burst during the fighting. Union wounded were treated in field hospitals set up in local churches; a Confederate field hospital was run inside the Hinds County courthouse. Union losses represented about three percent of McPherson's force, while Gregg lost about sixteen percent of his. The fight at Raymond demonstrated to Grant that the Confederate force in Jackson was stronger than he had believed, leading him to decide that the Confederates there must be neutralized to allow him to attack Vicksburg without the risk of being caught between two Confederate armies. Thinking that McPherson's corps was insufficient to take Jackson on its own, Grant decided to bring his whole army to bear against the city, abandoning a previous plan to turn west and cross the Big Black River at Edwards and Bolton. The previously planned movement was viewed as too risky with Johnston and the Jackson garrison left in the Union army's rear, especially as McClernand's men had also encountered part of Pemberton's force elsewhere simultaneously as the battle at Raymond. McClernand was ordered to move to Raymond, McPherson was to head northeast to Clinton and then strike Jackson, and Sherman was to approach the place from the southwest. A successful action against Jackson had the potential to remove its value as a Confederate reinforcement center and clear the area of Confederate troops. From Pemberton's perspective, a Union movement against Jackson had the ability to sever the key railroad supply lines to Vicksburg. As a result, the Confederates would need to defeat Grant in open battle outside of the defenses of Vicksburg, and Pemberton's army moved east for this purpose. Johnston had issued an order for Pemberton's force to join with his at Clinton, but this was not possible due to Union control of the area. On May 14, the Union army attacked Jackson. Johnston withdrew his men from the city, Gregg performing rear guard duty. Grant's army then turned west and encountered Pemberton's men, who were attempting to make a stand east of Vicksburg. On May 16, Pemberton's men were defeated at the Battle of Champion Hill, and after a defeat in a rearguard action at the Battle of Big Black River Bridge the next day they withdrew into the Vicksburg defenses. Union attempts to take the city by direct assault on May 19 and 22 failed, and Grant placed Vicksburg under siege. Supplies within the city eventually ran low, and with no hope of escape Pemberton surrendered the city and his army to Grant on July 4, ending the siege of Vicksburg. The capture of Vicksburg was a critical point in the war. ## Assessment Bearss describes McPherson's handling of the battle as "not a success" and as "far too cautious or, perhaps worse, timid", citing his piecemeal deployment of his troops and ineffective use of his artillery advantage. Miller also states that McPherson mismanaged the battle and called the decision not to pursue a mistake. Ballard concludes that McPherson had not formed an overall plan of command, instead just feeding troops into the fight and leaving tactical decisions to junior commanders. Ballard attributes the Union victory to numerical advantage, rather than McPherson's generalship. Smith writes that "McPherson did not earn high marks for the handling of his corps" and criticizes him for allowing the Confederates to have the tactical initiative for most of the fighting and for failing to properly coordinate his troops. He also believes that the Union general should have had plans for a pursuit. Bearss also criticizes Gregg for being too aggressive and failing to ascertain the strength of the force he was facing. Conversely, Smith believes that Gregg "demonstrated real ability" in planning, use of discretion, and inspiring his men. Alternatively, writer Kevin Dougherty attributes the Confederate defeat to Gregg's failure to gain an accurate assessment of McPherson's strength and the nature of the battlefield situation. ## Battlefield preservation The site of the battle was listed on the National Register of Historic Places (NRHP) on January 13, 1972, as the Raymond Battlefield Site. The 1971 NRHP application form stated that the battlefield had been altered but was still in good condition. At that time, the site had both publicly and privately owned elements and had restricted access. Parts of the battlefield were used for agricultural, residential, industrial, or transportation purposes. Two iterations of Mississippi Highway 18 cut through the field. Construction of the newer iteration had required disinterring Confederate dead from a burial trench. The battlefield location of Bledsoe's battery had been covered over by an industrial facility, and the road to Utica was overgrown and no longer in use. The listing encompassed 1,440 acres (580 ha) of the battlefield, but only about 936 acres (379 ha) were still listed in 2010. The Battle of Raymond was one of sixteen Civil War battle sites studied by the Civil War Sites Advisory Commission (CWSAC) in Mississippi. In 1993, a CWSAC study ranked the Raymond battlefield as in the tier of highest priority for protection. A reenactment of the battle took place on the site in 2001. In 2010, the site received another study, this time from the American Battlefield Protection Program (ABPP). The ABPP study focused on 5,643.83 acres (2,283.98 ha) and deemed that 4,467.02 acres (1,807.74 ha) of them were potentially eligible for NRHP listing. As of 2010, about 79 percent of the battlefield at Raymond was still considered intact, including the Union artillery position, Fourteenmile Creek, and part of the Utica Road. The Friends of Raymond group manages 135 acres (55 ha) of the site as the Raymond Military Park, providing public interpretation. As of 2010, the interpretation included a walking trail and signage. In December 2020, the Mississippi Department of Archives and History received a grant to purchase 43.71 acres (17.69 ha) at Raymond; the land covered by the grant connects tracts of land already publicly preserved. Since 2001, The American Battlefield Trust and its partners, including the Friends of Raymond group, have preserved more than 149 acres of the battlefield through mid-2023.
3,413,286
Baldwin of Forde
1,151,663,051
12th-century abbot and Archbishop of Canterbury
[ "1120s births", "1190 deaths", "12th-century English Roman Catholic archbishops", "12th-century English Roman Catholic bishops", "Anglo-Normans", "Archbishops of Canterbury", "Archdeacons of Totnes", "Bishops of Worcester", "Christians of the Third Crusade", "Clergy from Exeter", "English Cistercians", "English abbots", "Year of birth uncertain" ]
Baldwin of Forde or Ford (c. 1125 – 19 November 1190) was Archbishop of Canterbury between 1185 and 1190. The son of a clergyman, he studied canon law and theology at Bologna and was tutor to Pope Eugene III's nephew before returning to England to serve successive bishops of Exeter. After becoming a Cistercian monk he was named abbot of his monastery at Forde and subsequently elected to the episcopate at Worcester. Before becoming a bishop, he wrote theological works and sermons, some of which have survived. As a bishop, Baldwin came to the attention of King Henry II of England, who was so impressed he insisted that Baldwin become archbishop. In that office, Baldwin quarrelled with his cathedral clergy over the founding of a church, which led to the imprisonment of the clergy in their cloister for more than a year. Baldwin spent some time in Wales with Gerald of Wales, preaching and raising money for the Third Crusade. After the coronation of Richard I of England, the new king sent Baldwin ahead to the Holy Land, where he became embroiled in the politics of the Kingdom of Jerusalem. Baldwin died in the Holy Land while participating in the crusade. ## Ecclesiastical career Born in Exeter around 1125, Baldwin was the son of Hugh d'Eu, Archdeacon of Totnes, and a woman of unknown name who later became a nun. Gervase of Canterbury's story, that he was from an even humbler background, has been shown by modern scholarship to stem from bias on the medieval chronicler's part. It is possible that he studied at Bologna in the 1150s with the future Pope Urban III. Robert Warelwast, who was Bishop of Exeter from 1138 to 1155, had sent Baldwin to Italy to study law. Baldwin was also said to have taught at Exeter, although this is not substantiated by any contemporary record. In 1150 or 1151 Pope Eugene III appointed him tutor to Eugene's nephew. By 1155 Baldwin seems to have returned to England, where he joined the household of Robert of Chichester, Bishop of Exeter. Baldwin attracted the attention of Bartholomew Iscanus, Bishop of Exeter, who made him archdeacon at Totnes in about 1161, after Baldwin's father's death. Baldwin was known as a canon lawyer during his holding of Totnes. He received a letter from John of Salisbury in 1167, complaining about Bartholomew's conduct during the Becket controversy. John accused Bartholomew of not properly supporting Thomas Becket the Archbishop of Canterbury in his dispute with the king, urging Baldwin to influence the bishop to increase his support, and not to sign any appeal by the English bishops against Becket. Other letters from John dealt with rumours concerning Roger, the Bishop of Worcester, who John had heard was speaking badly of Becket. John's purpose seems to have been to have Baldwin pass along a warning from Becket to Roger about his behaviour; John was a supporter of Becket's during the latter's exile. In 1169 Baldwin was once again peripherally involved in the Becket dispute, when he objected to Becket's excommunication of a number of noblemen and clergy for opposing Becket's cause. Baldwin's objection was not so much that they were excommunicated, but that no warning had been given that such an action was contemplated. Baldwin became a monk in about 1170, and then abbot of the Cistercian monastery of Forde. He was well known as a canonist, and often acted as a judge-delegate for the papacy, hearing cases that had reached the Roman Curia and been remanded to local experts for decision. In 1166, Baldwin was the addressee of a work by John of Salisbury, Expectiatione longa, which was one of the tracts written during the Becket controversy. It was probably at this time that Baldwin wrote De sacramento altaris. In 1175 he served with his old bishop, Bartholomew, as joint papal judge in a dispute between Malmesbury Abbey and Josceline de Bohon, the Bishop of Salisbury. In 1178 he was recommended to Pope Alexander as a possible candidate for a cardinalship, but this never occurred. Baldwin became Bishop of Worcester on 10 August 1180. While at Worcester, he impressed King Henry II by intervening in a secular case to prevent a hanging on a Sunday. Although the medieval writer Walter Map said that Baldwin was determined to continue writing even after his election to the bishopric, none of Baldwin's writings can be dated to his time as bishop except for one sermon. ## Archbishop of Canterbury Baldwin was translated from the see of Worcester to the see of Canterbury in December 1184, after Henry II let it be known that he would accept only Baldwin at Canterbury; the previous incumbent, Richard of Dover, had died in April that year. The monks put forward three candidates from within Christ Church Priory: Odo, who had been prior of Christ Church and was then Abbot of Battle Abbey, Peter de Leia, a Cluniac prior of Wenlock Priory and later Bishop of St David's, and Theobald, Abbot of Cluny, but none of them found favour with the English bishops. Instead, the prelates selected the king's choice, Baldwin. The selection of Baldwin took place only after a dispute between the members of the cathedral chapter of Canterbury and the suffragan bishops of Canterbury, both of whom claimed the right to elect the new archbishop. Baldwin received his pallium from Pope Lucius III along with Lucius' approval of his translation. Baldwin was named a papal legate in 1185, although his authority was limited to his own archdiocese and did not extend into the Archdiocese of York. ### Dispute with Christ Church Priory During his time as archbishop there was a dispute with the monks of Christ Church Priory in Canterbury, who resented Baldwin's attempts to impose stricter control over them and disputed the legitimacy of Baldwin's election. For his part, Baldwin did not approve of the luxurious and pampered life the monks of Christ Church lived, and felt that they profited too much from the cult of Thomas Becket. The dispute escalated when Baldwin deprived the monks of some of the revenues of their monastic estates. After that, Baldwin proposed to establish a church dedicated to Becket in Canterbury itself, staffed by secular rather than monastic clergy. The monks of the cathedral chapter saw this proposed foundation as the first step in an attempt to change the see of Canterbury from a monastic cathedral chapter, a peculiarity of the English Church, to the more normal pattern of secular clergy. It is not clear if Baldwin himself intended such a plan, but the other bishops supported the effort, as contemporary writers made clear. Baldwin sought the advice of Hugh, the Bishop of Lincoln, who advised Baldwin to abandon the plan as it would only cause distress to all parties. The controversy was long and involved and, at one point, the monks were imprisoned within their own buildings for a year and a half, from January 1188 to August 1189. This led to the suspension of the liturgy in the cathedral. Eventually all the prominent ecclesiastics and monastic houses of Europe were forced into choosing sides in the dispute. In October 1189, in an attempt to gain control, Baldwin appointed Roger Norreys as the chapter's prior, an appointment widely acknowledged by contemporaries as putting a useless individual into the office. His plan for financing the church involved soliciting contributions from donors by promising a one-third reduction in penances for annual donations. ### Service to King Henry In 1188 King Henry II of England called for a tax to support the Third Crusade, following the fall of Jerusalem to Saladin in 1187. It was collected at the rate of a tenth of all the property and income of any person not vowing to go on crusade. It was popularly known as the "Saladin tithe" and was the most extensive tax ever collected in England up to that point. Being a tithe and not a secular tax, it was collected by dioceses rather than by shires. Baldwin especially was blamed for its harshness, although in February, along with his advisor Peter of Blois, he was in Normandy with the king. Baldwin took the cross, or vowed to go on crusade, along with King Henry and many others in January 1188, or when he began his preaching campaign on 11 February 1188 to drum up support for the Third Crusade. According to the archbishop's secretary, Peter of Blois, Baldwin was initially opposed to joining the crusade, but was persuaded by Peter to take the cross and to preach the crusade, arguing that it was the archbishop's duty to defend "the vineyard of the Lord of Hosts". Baldwin preached the crusade with Gilbert of Glanville, bishop of Rochester, at Henry's council at Geddington and in April 1188, Baldwin was in Wales on a tour attempting to secure support for the king's crusade, and was forcing his servants and followers to exercise on foot up and down hills in preparation for the journey to the Holy Land. He spent most of the year in Wales, preaching the crusade, accompanied by the chronicler Gerald of Wales. Gerald claimed about 3000 recruits for the crusade from his and Baldwin's efforts in Wales, although he also suggested that Baldwin mainly embarked on the tour to avoid his dispute with the Canterbury monks. A side effect of Baldwin's tour of Wales was the implied assertion of royal authority in a section of Henry's domains that had always been somewhat fractious. Baldwin was also asserting his ecclesiastical authority over the Welsh bishops, especially when he made a point of celebrating mass at every Welsh cathedral; he was the first Archbishop of Canterbury to celebrate mass at St Asaph's Cathedral. Baldwin excommunicated the only Welsh prince who refused to appear before him and take the cross, Owain Cyfeiliog. Baldwin was with King Henry shortly before the latter's death, taking part in unsuccessful efforts to negotiate a truce with Henry's heir, Prince Richard, who had rebelled against his father. After Henry's death, Richard sought and obtained absolution for the sin of disobedience to his father from both Baldwin and Walter de Coutances, Archbishop of Rouen. Baldwin, along with Coutances, was with Richard on 20 July 1189 at Rouen when the king was invested with the Duchy of Normandy. Baldwin crowned Richard at Westminster Abbey on 13 September 1189 in the first English coronation for which a detailed description survives. ### Under Richard After the death of Henry II, and the accession of Richard as king, the monks of Christ Church Priory petitioned Richard to intercede in the long-running dispute between them and the archbishop. In November 1189, Richard and the whole court, including the Queen Mother Eleanor of Aquitaine, travelled to Canterbury in an attempt to end the controversy before the papacy become involved. Richard finally settled the dispute by persuading Baldwin to abandon his church-building project and to dismiss Norreys. Soon after this, Richard left England and Baldwin declared that he was going to found the proposed church at Lambeth, and then join Richard on crusade. Both Richard and Baldwin agreed to appoint Norreys to Evesham Abbey, as the previous abbot of Evesham, Adam of Evesham, had recently died. This appointment eventually led, after Baldwin's death, to the Case of Evesham. In August 1189 Baldwin objected to the marriage of Prince John, later King John, to Isabel of Gloucester, on the grounds of consanguinity. John promised to obtain a papal dispensation, but never did so. Baldwin laid John's lands under interdict, but it was lifted by a papal legate who declared the marriage legal. Richard also restored to the archbishops of Canterbury the right to operate a mint, staffed by three moneyers. ## Third Crusade In April 1190 Baldwin left England with Richard on the Third Crusade. Leading the English advance guard, Baldwin left Marseilles ahead of Richard together with Hubert Walter and Ranulf de Glanvill. The group sailed directly to Syria on 5 August 1190. Baldwin delegated the administration of his spiritualities and temporalities to Gilbert Glanvill, the Bishop of Rochester, but entrusted any archiepiscopal authority to Richard FitzNeal, the Bishop of London. The custom of giving the archiepiscopal authority to London had originated in Archbishop Lanfranc's time. Baldwin continued to conduct some ecclesiastical business however, dealing with the suspended Hugh Nonant, the Bishop of Coventry. Baldwin had suspended Nonant in March 1190 for holding secular office as sheriff, but Baldwin wrote to FitzNeal after his departure that Nonant had agreed to relinquish his secular offices. Baldwin and his group arrived at Tyre on 16 September 1190. Richard did not arrive in Syria until 1191. It is unclear exactly why they were sent ahead of the king; perhaps it was to look out for the king's interests while Richard took a more leisurely route, or perhaps to rid the king's entourage of a family grouping around Glanvill that the king did not trust. Baldwin was not a member or close associate of the Glanvill faction, so most likely he was sent ahead to look after the king's interests, whatever the reasons for the inclusion of his companions. Another concern may have been to get help to the Kingdom of Jerusalem as quickly as possible after the king learned of Frederick Barbarossa's death on the way to the Holy Land. When Baldwin arrived at Acre on 12 October 1190, the Muslim forces in the city were under siege by the Frankish forces led by King Guy of Lusignan and Queen Sibylla of Jerusalem, who in turn were being besieged by Saladin. As joint commander of the Angevin advance force, Baldwin is described as leading some 200 knights and 300 men-at-arms under the banner of Saint Thomas Becket. Their arrival seemingly revitalised the besiegers' offensive spirit. On 12 November, immediately after the feast of Saint Martin, a significant crusader attack was launched. It is quite possible that the archbishop was already unwell and that participation in the offensive may have contributed to his death a week later. Alongside the other bishops, Baldwin absolved the crusaders before the attack and it is likely that he joined the Angevin forces and Templar knights that served as rearguard during the army's withdrawal on 13 November. Indeed, the Itinerarium peregrinorum et gesta regis Ricardi has the archbishop in the midst of the action, as he "fought amongst the rest, but he outstripped them all" in combat. Soon after Baldwin's arrival, there was a succession crisis in the Kingdom of Jerusalem. Sibylla, a first cousin of Henry II, and her two young daughters all died in July from an epidemic ravaging the siege camp where they were living. This left Guy without a legal claim to the kingdom as he had held the kingship through his wife. The heiress to the kingdom was Sibylla's half-sister Isabella; she was already married to Humphrey IV of Toron, but he was loyal to Guy and seems to have had no ambition to be king. A more promising candidate for the throne was Conrad of Montferrat, uncle of the last undisputed king, Baldwin V. Conrad had saved the kingdom from destruction by leading the successful defence of Tyre, and had the support of Isabella's mother Maria Comnena and stepfather Balian of Ibelin. Maria and Balian abducted Isabella from Humphrey, and compelled her to seek an annulment, so that she could be married to Conrad and enable him to claim the kingship. Baldwin supported Guy's claim, but Ubaldo, Archbishop of Pisa, Philip of Dreux, Bishop of Beauvais, and Eraclius, Patriarch of Jerusalem, supported Conrad. Isabella and Humphrey's marriage was forcibly annulled. Baldwin, already ailing, attempted to excommunicate everyone involved in the annulment, but he died on 19 November 1190 - just a week after the Latin offensive. He wrote his will shortly before his death, and died surrounded by his followers on the crusade. The bishop of Beauvais presided over the marriage of Conrad and Isabella with the support of Maria Comnena, the bride's mother, on 24 November. Hubert Walter assumed the leadership of the English forces, and also became Baldwin's executor. Walter paid the wages of some soldiers and knights from Baldwin's estate, and distributed the rest of the money to the poor. ## Writings and studies De sacramento altaris, dealing with the eucharist and passover, is Baldwin's longest surviving work, in 12 manuscripts. It also includes a discussion of martyrdom that reads much like a vindication of Becket's status as a martyr. It was first printed in 1662, and has more recently been edited and published in the series Sources Chrétiennes, as volumes 93 and 94, in 1963. Others works include 22 sermons, and a work on faith, De commendatione fidei, that only survives in two manuscripts, although another five are known to have existed. One of the missing manuscripts survived until at least the mid-1600s, as it formed the basis of the first printed edition of De commendatione fidei in 1662. The modern critical edition of De commendatione was published, along with the sermons, in 1991 as Balduini de Forda Opera: Sermones, De Commendatione Fidei, with the De commendatione fidei translated into English in 2000. Renowned for his preaching, Baldwin's surviving sermons show that interest in them continued after his death. His sermons were first published in 1662; the modern edition includes two more (titled de obedientia and de sancta cruce) that were not in the original publication. It appears that originally there were 33 sermons, with the others now lost. The sermons survive in 12 manuscripts, although only 5 are collections of substantial numbers of the works. None of the surviving manuscripts has a complete collection of the 22 sermons. Baldwin also collaborated with Bartholomew Iscanus on a Liber penitentialis, which is jointly ascribed to both of them in a Lambeth Palace manuscript, MS 235. Another work often attributed to Baldwin, the Ad laudem Bartholomaei Exoniensis episcopi de coloribus rhetoricis, survives in three manuscripts and a fragment of a fourth. A number of other works are known to have been authored by Baldwin, but do not survive. These include Carmen devotionis, which was seen by John Bale at Glastonbury Abbey in the 16th century. Other lost works were a commentary on the biblical books of Samuel and Kings, De sectis haereticis which existed at Christ Church Priory in the 13th century, and De orthodoxis fidei dogmatibus, which was seen by John Leland at Christ Church in the 16th century. Some of Baldwin's letters existed in manuscript form, although they appear never to have circulated as a collection, but they are no longer extant. One of his letters is mentioned in a Rievaulx Abbey catalogue, and Leland mentions others in his works. Besides Baldwin's own writings, there is a decretal collection known as the Collectio Wigorniensis, still extant in manuscript (MS) form. It now resides in the British Library as Royal MS 10.A.ii. This collection may have belonged to Baldwin. It was probably compiled at Worcester Cathedral before December 1184, when Baldwin went to Canterbury, and besides a basic collection of Pope Alexander III's decretals it includes a number of letters from the papacy addressed to Baldwin as Bishop of Worcester and as Archbishop of Canterbury. Although the main contents are unexceptional, the compiler of the work numbered the books and capitula into which the work was divided, an innovation that allowed for much more efficient use of the collection. It is likely that the compiler was one of Baldwin's clerks, and that this testified to Baldwin's continuing interest in canon law. The manuscript itself was likely owned either by Baldwin himself or a member of his household. The historian Frank Barlow stated that Baldwin was "one of the greatest English decretalists". His work was more influential in his inspiration and support for the development of decretal collections, rather than in terms of the actual influence of his judicial decisions themselves. Another collection of writings associated with Baldwin is the correspondence relating to his dispute with the Christ Church monks. The documents relating to this dispute, which dragged on into the archbishopric of Hubert Walter, are published in one whole volume of the Rolls Series, which was edited by the Victorian historian William Stubbs. ## Reputation Baldwin's long-running dispute with his cathedral chapter caused the chronicler Gervase of Canterbury to characterise him as "a greater enemy to Christianity than Saladin." Another contemporary, Gerald of Wales, praised Baldwin as "distinguished for his learning and religion", but also claimed that he was gloomy and nervous. Herbert of Bosham dedicated his History of Thomas, a story of Thomas Becket, to the archbishop in the late 1180s. The historian A. L. Poole called Baldwin a "distinguished scholar and deeply religious man, [but he] was injudicious and too austere to be a good leader." Baldwin was also known as a theologian, as well as being a canon lawyer. His clerk and nephew, Joseph of Exeter, accompanied Baldwin on the crusade, and wrote two works after his return to England: Antiocheis, an epic poem about King Richard on crusade, and De Bello Trojano, a rewriting of the Trojan War.
2,883,641
Some Thoughts Concerning Education
1,126,010,092
1693 book by John Locke
[ "1693 books", "1693 in England", "Books about education", "History of education in England", "Philosophy of education", "Works by John Locke" ]
Some Thoughts Concerning Education is a 1693 treatise on the education of gentlemen written by the English philosopher John Locke. For over a century, it was the most important philosophical work on education in England. It was translated into almost all of the major written European languages during the eighteenth century, and nearly every European writer on education after Locke, including Jean-Jacques Rousseau, acknowledged its influence. In his Essay Concerning Human Understanding (1690), Locke outlined a new theory of mind, contending that the mind is originally a tabula rasa or "blank slate"; that is, it did not contain any innate ideas at birth. Some Thoughts Concerning Education explains how to educate that mind using three distinct methods: the development of a healthy body; the formation of a virtuous character; and the choice of an appropriate academic curriculum. Locke wrote the letters that would eventually become Some Thoughts for an aristocratic friend, but his advice had a broader appeal since his educational principles suggested anyone could acquire the same kind of character as the aristocrats for whom Locke originally intended the work. ## Historical context Rather than writing a wholly original philosophy of education, Locke, it seems, deliberately attempted to popularise several strands of seventeenth-century educational reform at the same time as introducing his own ideas. English writers such as John Evelyn, John Aubrey, John Eachard, and John Milton had previously advocated "similar reforms in curriculum and teaching methods," but they had not succeeded in reaching a wide audience. Curiously, though, Locke proclaims throughout his text that his is a revolutionary work; as Nathan Tarcov, who has written an entire volume on Some Thoughts, has pointed out, "Locke frequently explicitly opposes his recommendations to the 'usual,' 'common,' 'ordinary,' or 'general' education." As England became increasingly mercantilist and secularist, the humanist educational values of the Renaissance, which had enshrined scholasticism, came to be regarded by many as irrelevant. Following in the intellectual tradition of Francis Bacon, who had challenged the cultural authority of the classics, reformers such as Locke, and later Philip Doddridge, argued against Cambridge and Oxford's decree that "all Bachelor and Undergraduates in their Disputations should lay aside their various Authors, such that caused many dissensions and strives in the Schools, and only follow Aristotle and those that defend him, and take their Questions from him, and that they exclude from the Schools all steril and inane Questions, disagreeing from the ancient and true Philosophy [sic]." Instead of demanding that their sons spend all of their time studying Greek and Latin texts, an increasing number of families began to demand a practical education for their sons; by exposing them to the emerging sciences, mathematics, and the modern languages, these parents hoped to prepare their sons for the changing economy and, indeed, for the new world they saw forming around them. ## Text In 1684, Mary Clarke and her husband Edward asked their friend John Locke for advice on raising their son Edward Jr.; Locke responded with a series of letters that eventually became Some Thoughts Concerning Education. But it was not until 1693, encouraged by the Clarkes and another friend, William Molyneux, that Locke actually published the treatise; Locke, "timid" when it came to public exposure, decided to publish the text anonymously. Although Locke revised and expanded the text five times before he died, he never substantially altered the "familiar and friendly style of the work." The "Preface" alerted the reader to its humble origins as a series of letters and, according to Nathan Tarcov, who has written an entire volume on Some Thoughts, advice that otherwise might have appeared "meddlesome" became welcome. Tarcov claims Locke treated his readers as his friends and they responded in kind. ## Pedagogical theory Of Locke's major claims in the Essay Concerning Human Understanding and Some Thoughts Concerning Education, two played a defining role in eighteenth-century educational theory. The first is that education makes the man; as Locke writes at the opening of his treatise, "I think I may say that of all the men we meet with, nine parts of ten are what they are, good or evil, useful or not, by their education." In making this claim, Locke was arguing against both the Augustinian view of man, which grounds its conception of humanity in original sin, and the Cartesian position, which holds that man innately knows basic logical propositions. In his Essay Locke posits an "empty" mind—a tabula rasa—that is "filled" by experience. In describing the mind in these terms, Locke was drawing on Plato's Theatetus, which suggests that the mind is like a "wax tablet". Although Locke argued strenuously for the tabula rasa theory of mind, he nevertheless did believe in innate talents and interests. For example, he advises parents to watch their children carefully to discover their "aptitudes," and to nurture their children's own interests rather than force them to participate in activities which they dislike—"he, therefore, that is about children should well study their natures and aptitudes and see, by often trials, what turn they easily take and what becomes them, observe what their native stock is, how it may be improved, and what it is fit for." Locke also discusses a theory of the self. He writes: "the little and almost insensible impressions on our tender infancies have very important and lasting consequences." That is, the "associations of ideas" made when young are more significant than those made when mature because they are the foundation of the self—they mark the tabula rasa. In the Essay, in which he first introduces the theory of the association of ideas, Locke warns against letting "a foolish maid" convince a child that "goblins and sprites" are associated with the darkness, for "darkness shall ever afterwards bring with it those frightful ideas, and they shall be so joined, that he can no more bear the one than the other." Locke's emphasis on the role of experience in the formation of the mind and his concern with false associations of ideas has led many to characterise his theory of mind as passive rather than active, but as Nicholas Jolley, in his introduction to Locke's philosophical theory, points out, this is "one of the most curious misconceptions about Locke." As both he and Tarcov highlight, Locke's writings are full of directives to seek out knowledge actively and reflect on received opinion; in fact, this was the essence of Locke's challenge to innatism. ### Body and mind Locke advises parents to carefully nurture their children's physical "habits" before pursuing their academic education. As many scholars have remarked, it is unsurprising that a trained physician, as Locke was, would begin Some Thoughts with a discussion of children's physical needs, yet this seemingly simple generic innovation has proven to be one of Locke's most enduring legacies—Western child-rearing manuals are still dominated by the topics of food and sleep. To convince parents that they must attend to the health of their children above all, Locke quotes from Juvenal's Satires—"a sound mind in a sound body." Locke firmly believed that children should be exposed to harsh conditions while young to inure them to, for example, cold temperatures when they were older: "Children [should] be not too warmly clad or covered, winter or summer" (Locke's emphasis), he argues, because "bodies will endure anything that from the beginning they are accustomed to." Furthermore, to prevent a child from catching chills and colds, Locke suggests that "his feet to be washed every day in cold water, and to have his shoes so thin that they might leak and let in water whenever he comes near it" (Locke's emphasis). Locke posited that if children were accustomed to having sodden feet, a sudden shower that wet their feet would not cause them to catch a cold. Such advice (whether followed or not) was quite popular; it appears throughout John Newbery's children's books in the middle of the eighteenth century, for example, the first best-selling children's books in England. Locke also offers specific advice on topics ranging from bed linens to diet to sleeping regimens. ### Virtue and reason Locke dedicates the bulk of Some Thoughts Concerning Education to explaining how to instill virtue in children. He defines virtue as a combination of self-denial and rationality: "that a man is able to deny himself his own desires, cross his own inclinations, and purely follow what reason directs as best, though the appetite lean the other way" (Locke's emphasis). Future virtuous adults must be able not only to practice self-denial but also to see the rational path. Locke was convinced that children could reason early in life and that parents should address them as reasoning beings. Moreover, he argues that parents should, above all, attempt to create a "habit" of thinking rationally in their children. Locke continually emphasises habit over rule—children should internalise the habit of reasoning rather than memorise a complex set of prohibitions. This focus on rationality and habit corresponds to two of Locke's concerns in the Essay Concerning Human Understanding. Throughout the Essay, Locke bemoans the irrationality of the majority and their inability, because of the authority of custom, to change or forfeit long-held beliefs. His attempt to solve this problem is not only to treat children as rational beings but also to create a disciplinary system founded on esteem and disgrace rather than on rewards and punishments. For Locke, rewards such as sweets and punishments such as beatings turn children into sensualists rather than rationalists; such sensations arouse passions rather than reason. He argues that "such a sort of slavish discipline makes a slavish temper" (Locke's emphasis). What is important to understand is what exactly Locke means when he advises parents to treat their children as reasoning beings. Locke first highlights that children "love to be treated as Rational Creatures," thus parents should treat them as such. Tarcov argues that this suggests children can be considered rational only in that they respond to the desire to be treated as reasoning creatures and that they are "motivated only [by] rewards and punishments" to achieve that goal. Ultimately, Locke wants children to become adults as quickly as possible. As he argues in Some Thoughts, "the only fence against the world is a thorough knowledge of it, into which a young gentleman should be entered by degrees as he can bear it, and the earlier the better." In the Second Treatise on Government (1689), he contends that it is the parents' duty to educate their children and to act for them because children, though they have the ability to reason when young, do not do so consistently and are therefore usually irrational; it is the parents' obligation to teach their children to become rational adults so that they will not always be fettered by parental ties. ### Academic curriculum Locke does not dedicate much space in Some Thoughts Concerning Education to outlining a specific curriculum; he is more concerned with convincing his readers that education is about instilling virtue and what Western educators would now call critical-thinking skills. Locke maintains that parents or teachers must first teach children how to learn and to enjoy learning. As he writes, the instructor "should remember that his business is not so much to teach [the child] all that is knowable, as to raise in him a love and esteem of knowledge; and to put him in the right way of knowing and improving himself." But Locke does offer a few hints as to what he thinks a valuable curriculum might be. He deplores the long hours wasted on learning Latin and argues that children should first be taught to speak and write well in their native language, particularly recommending Aesop's Fables. Most of Locke's recommendations are based on a similar principle of utility. So, for example, he claims that children should be taught to draw because it would be useful to them on their foreign travels (for recording the sites they visit), but poetry and music, he says, are a waste of time. Locke was also at the forefront of the scientific revolution and advocated the teaching of geography, astronomy, and anatomy. Locke's curricular recommendations reflect the break from scholastic humanism and the emergence of a new kind of education—one emphasising not only science but also practical professional training. Locke also recommended, for example, that every (male) child learn a trade. Locke's pedagogical suggestions marked the beginning of a new bourgeois ethos that would come to define Britain in the eighteenth and nineteenth centuries. ## Class When Locke began writing the letters that would eventually become Some Thoughts on Education, he was addressing an aristocrat, but the final text appeals to a much wider audience. For example, Locke writes: "I place Vertue [sic] as the first and most necessary of those Endowments, that belong to a Man or a Gentleman." James Axtell, who edited the most comprehensive edition of Locke's educational writings, has explained that although "he was writing for this small class, this does not preclude the possibility that many of the things he said about education, especially its main principles, were equally applicable to all children" (Axtell's emphasis). This was a contemporary view as well; Pierre Coste, in his introduction in the first French edition in 1695, wrote, "it is certain that this Work was particularly designed for the education of Gentlemen: but this does not prevent its serving also for the education of all sorts of Children, of whatever class they are." While it is possible to apply Locke's general principles of education to all children, and contemporaries such as Coste certainly did so, Locke himself, despite statements that may imply the contrary, believed that Some Thoughts applied only to the wealthy and the middle-class (or as they would have been referred to at the time, the "middling sorts"). One of Locke's conclusions in Some Thoughts Concerning Education is that he "think[s] a Prince, a Nobleman, and an ordinary Gentleman's Son, should have different Ways of Breeding." As Peter Gay writes, "[i]t never occurred to him that every child should be educated or that all those to be educated should be educated alike. Locke believed that until the school system was reformed, a gentleman ought to have his son trained at home by a tutor. As for the poor, they do not appear in Locke's little book at all." In his "Essay on the Poor Law," Locke turns to the education of the poor; he laments that "the children of labouring people are an ordinary burden to the parish, and are usually maintained in idleness, so that their labour also is generally lost to the public till they are 12 or 14 years old." He suggests, therefore, that "working schools" be set up in each parish in England for poor children so that they will be "from infancy [three years old] inured to work." He goes on to outline the economics of these schools, arguing not only that they will be profitable for the parish, but also that they will instill a good work ethic in the children. ## Gender Locke wrote Some Thoughts Concerning Education in response to his friend Edward Clarke's query on how to educate his son, so the text's "principal aim", as Locke states at the beginning, "is how a young gentleman should be brought up from his infancy." This education "will not so perfectly suit the education of daughters; though where the difference of sex requires different treatment, it will be no hard matter to distinguish" (Locke's emphasis). This passage suggests that, for Locke, education was fundamentally the same for men and women—there were only small, obvious differences for women. This interpretation is supported by a letter he wrote to Mary Clarke in 1685 stating that "since therefore I acknowledge no difference of sex in your mind relating ... to truth, virtue and obedience, I think well to have no thing altered in it from what is [writ for the son]." Martin Simons states that Locke "suggested, both by implication and explicitly, that a boy's education should be along the lines already followed by some girls of the intelligent genteel classes." Rather than sending boys to schools which would ignore their individual needs and teach them little of value, Locke argues that they should be taught at home as girls already were and "should learn useful and necessary crafts of the house and estate." Like his contemporary Mary Astell, Locke believed that women could and should be taught to be rational and virtuous. But Locke does recommend several minor "restrictions" relating to the treatment of the female body. The most significant is his reining in of female physical activity for the sake of physical appearance: "But since in your girls care is to be taken too of their beauty as much as health will permit, this in them must have some restriction ... 'tis fit their tender skins should be fenced against the busy sunbeams, especially when they are very hot and piercing." Although Locke's statement indicates that he places a greater value on female than male beauty, the fact that these opinions were never published allowed contemporary readers to draw their own conclusions regarding the "different treatments" required for girls and boys, if any. Moreover, compared to other pedagogical theories, such as those in the best-selling conduct book The Whole Duty of a Woman (1696), the female companion to The Whole Duty of Man (1657), and Rousseau's Emile (1762), which both proposed entirely separate educational programs for women, Locke's Some Thoughts appears either more egalitarian, or more unbodied. ## Reception and legacy Along with Rousseau's Emile (1762), Locke's Some Thoughts Concerning Education was one of the foundational eighteenth-century texts on educational theory. In Britain, it was considered the standard treatment of the topic for over a century. For this reason, some critics have maintained that Some Thoughts Concerning Education vies with the Essay Concerning Human Understanding for the title of Locke's most influential work. Some of Locke's contemporaries, such as seventeenth-century German philosopher and mathematician Gottfried Leibniz, believed this as well; Leibniz argued that Some Thoughts superseded even the Essay in its impact on European society. Locke's Some Thoughts Concerning Education was a runaway best-seller. During the eighteenth century alone, Some Thoughts was published in at least 53 editions: 25 English, 16 French, six Italian, three German, two Dutch, and one Swedish. It was also excerpted in novels such as Samuel Richardson's Pamela (1740–1), and it formed the theoretical basis of much children's literature, particularly that of the first successful children's publisher, John Newbery. According to James A. Secord, an eighteenth-century scholar, Newbery included Locke's educational advice to legitimise the new genre of children's literature. Locke's imprimatur would ensure the genre's success. By the end of the eighteenth century, Locke's influence on educational thought was widely acknowledged. In 1772 James Whitchurch wrote in his Essay Upon Education that Locke was "an Author, to whom the Learned must ever acknowledge themselves highly indebted, and whose Name can never be mentioned without a secret Veneration, and Respect; his Assertions being the result of intense Thought, strict Enquiry, a clear and penetrating Judgment." Writers as politically dissimilar as Sarah Trimmer, in her periodical The Guardian of Education (1802–06), and Maria Edgeworth, in the educational treatise she penned with her father, Practical Education (1798), invoked Locke's ideas. Even Rousseau, while disputing Locke's central claim that parents should treat their children as rational beings, acknowledged his debt to Locke. John Cleverley and D. C. Phillips place Locke's Some Thoughts Concerning Education at the beginning of a tradition of educational theory which they label "environmentalism". In the years following the publication of Locke's work, Etienne Bonnot de Condillac and Claude Adrien Helvétius eagerly adopted the idea that people's minds were shaped through their experiences and thus through their education. Systems of teaching children through their senses proliferated throughout Europe. In Switzerland, Johann Heinrich Pestalozzi, relying on Locke's theories, developed the concept of the "object lesson." These lessons focused pupils' attention on a particular thing and encouraged them to use all of their senses to explore it and urged them to use precise words to describe it. Used throughout Europe and America during the eighteenth and nineteenth centuries, these object lessons, according to one of their practitioners "if well-managed, cultivate Sense-Perception, or Observation, accustom children to express their thoughts in words, increase their available stock of words and of ideas, and by thus storing material for thinking, also prepare the way for more difficult and advanced study." Such techniques were also integral to Maria Montessori's methods in the twentieth century. According to Cleverley and Phillips, the television show Sesame Street is also "based on Lockean assumptions—its aim has been to give underprivileged children, especially in the inner cities, the simple ideas and basic experiences that their environment normally does not provide." In many ways, despite Locke's continuing influence, as these authors point out, the twentieth century has been dominated by the "nature vs. nurture" debate in a way that Locke's century was not. Locke's optimistic "environmentalism," though qualified in his text, is now no longer just a moral issue – it is also a scientific issue. ## See also - Philosophy of education - Of the Conduct of the Understanding
11,643,443
Tryon Creek
1,136,218,557
Tributary of the Willamette River in Oregon
[ "Geography of Portland, Oregon", "Rivers of Multnomah County, Oregon", "Rivers of Oregon", "Tributaries of the Willamette River" ]
Tryon Creek is a 4.85-mile (7.81 km) tributary of the Willamette River in the U.S. state of Oregon. Part of the drainage basin of the Columbia River, its watershed covers about 6.5 square miles (16.8 km<sup>2</sup>) in Multnomah and Clackamas counties. The stream flows southeast from the Tualatin Mountains (West Hills) through the Multnomah Village neighborhood of Portland and the Tryon Creek State Natural Area to the Willamette in the city of Lake Oswego. Parks and open spaces cover about 21 percent of the watershed, while single-family homes dominate most of the remainder. The largest of the parks is the state natural area, which straddles the border between the two cities and counties. The bedrock under the watershed includes part of the last exotic terrane, a chain of seamounts, acquired by the North American Plate as it moved west during the Eocene. Known as the Waverly Hills Formation, it lies buried under ash and lava from later volcanic eruptions, sediments from flooding and erosion, and layers of wind-blown silt. Two dormant volcanoes from the Boring Lava Field are in the Tryon Creek watershed. Named for mid-19th century settler, Socrates Hotchkiss Tryon, Sr., the creek ran through forests of cedar and fir that were later logged by the Oregon Iron Company and others through the mid-20th century. Efforts to establish a large park in the watershed began in the 1950s and succeeded in 1975 when the state park was formally established. As of 2005, about 37 percent of the watershed was wooded and supported more than 60 species of birds as well as small mammals, amphibians, and fish. At the same time, the human population was about 18,000. ## Course Tryon Creek begins slightly north of Interstate 5 (I-5) and Oregon Route 99W near Multnomah Village and flows southeast for 4.85 miles (7.81 km) through Portland residential neighborhoods as well as Marshall Park and the Tryon Creek State Natural Area to its confluence with the Willamette River in the city of Lake Oswego. Not far from its source, the main stem runs through three closely spaced culverts with a combined length of 260 feet (79 m) then flows on the surface before entering another culvert, 160 feet (49 m) long under Southwest 30th Avenue at river mile (RM) 4.56 or river kilometer (RK) 7.34. Shortly thereafter, the stream passes under Route 99W (Barbur Boulevard) and I-5 through another culvert, 560 feet (170 m) long. Tryon Creek receives Falling Creek from the right at 4.16 miles (6.69 km) from the mouth. Quail and Burlingame creeks enter from the right shortly thereafter. At Marshall Park, the stream passes through a series of rock pools and steps known as the Marshall Cascade from RM 3.48 (RK 5.60) to RM 3.28 (RK 5.28). At the end of the Marshall Cascade, it receives Owl Creek. Arnold Creek, which is Tryon Creek's largest tributary, enters from the right 2.68 miles (4.31 km) from the mouth. Almost immediately, the creek enters a culvert, about 150 feet (46 m) long, that passes under Southwest Boones Ferry Road. Shortly thereafter, Tryon Creek enters the Tryon Creek State Natural Area. To the stream's right is the North Creek Trail. Soon the creek receives Fourth Avenue Creek from the left. At this point, the Fourth Avenue Trail runs parallel to the creek along the left bank. This trail soon merges with the Lewis and Clark Trail, which also runs parallel to the creek along the left bank. Then Tryon Creek passes under the High Bridge, the uppermost of five footbridges that span the main stem within the park. High Bridge carries the Middle Creek Trail as well as a linear horse trail connecting the park's North and South horse loops. Below this bridge, the creek flows for about 0.20 miles (0.32 km) before passing under the Beaver Bridge. In this stretch, the Middle Creek Trail parallels the stream along the right bank but crosses to the left bank at the bridge. Shortly thereafter, the creek passes under Obie's Bridge, which carries the Old Man Trail. `Park Creek enters from the right at RM 1.80 (RK 2.90). Slightly below the confluence, the creek passes under the Red Fox Bridge, which carries the Red Fox Trail. Thereafter, the creek runs roughly parallel to the South Creek Trail, which is on the right for about 0.40 miles (0.64 km). The creek receives Red Fox Creek from the right and Palatine Hill Creek from the left, then flows out of Portland and Multnomah County and into the city of Lake Oswego and Clackamas County. The stream then passes under the Iron Mountain Bridge, which carries the Iron Mountain Trail. Just below the bridge, Nettle Creek enters from the right at 1.06 miles (1.71 km) from the mouth, and shortly thereafter the creek passes a United States Geological Survey (USGS) stream gauge, which is on the right. The creek leaves the Tryon Creek State Natural Area just before entering a 200-foot (61 m) culvert under Oregon Route 43 at RM 0.24 (RK 0.39) and soon thereafter a set of Union Pacific Railroad tracks. Below this, Tryon Creek forms the boundary between the city of Lake Oswego and Briarwood, an unincorporated Clackamas County community, which is to the left. The Tryon Creek Wastewater Treatment Plant is on the right during this last stretch before the creek enters the Willamette River about 20 miles (32 km) upstream from its confluence with the Columbia River.` ### Discharge Since 2002, the USGS has monitored the flow of Tryon Creek at a station 1 mile (1.6 km) from the mouth. The average flow between 2002 and 2011 was 8.72 cubic feet per second (0.25 m<sup>3</sup>/s). This is from a drainage area of 6.28 square miles (16.27 km<sup>2</sup>), about 97 percent of the total Tryon Creek watershed. The maximum flow recorded during this period was 1,210 cubic feet per second (34 m<sup>3</sup>/s) on December 9, 2010. The minimum was 0.09 cubic feet per second (0.0025 m<sup>3</sup>/s) on September 4, 5, and 12, 2002. ## Geology `One hundred and fifty million years ago, Oregon did not exist. Not until plate tectonics separated North America from Europe and North Africa and pushed it westward did the continent acquire, bit by bit, what became the Pacific Northwest. Over many millions of years, the continent collided with and incorporated islands, reefs, and other exotic terranes. Part of the last major exotic terrane acquired by the North American Plate during the Eocene lies under the Tryon Creek watershed. The terrane consisted of a chain of seamounts that by 34 million years ago was being uplifted to become the Oregon Coast Range and the Tualatin Mountains (West Hills). The easternmost exposure of the basalts of this terrane is in Waverly Heights, near Milwaukie, across the Willamette River from Tryon Creek, and this formation underlies most of Tryon Creek State Park.` Between 15 and 16 million years ago, in the Middle Miocene, eruptions of Columbia River basalts from volcanic vents in eastern Oregon and Washington flowed across much of northern Oregon, sometimes reaching the Pacific Ocean. Although these basalts have been mapped in the West Hills under Marquam Hill, Hoyt Arboretum, and the steepest slopes of Forest Park, they flowed around but did not completely cover the Waverly Hills Formation in the Tryon Creek watershed. Starting about 3 million years ago and continuing at least through the late Pleistocene, extensional faulting of the Earth's crust led to eruption of small volcanoes in the Boring volcanic field. This field extended roughly from Portland and Tualatin on the west to Battle Ground, Washington, on the north to Sandy and Boring on the east. Two of these volcanoes, Mount Sylvania and Cook's Butte, are in the Tryon Creek watershed. The Mount Sylvania eruptions included ash plumes and lava flows that covered some of the Waverly Heights Formation and Columbia River basalts. About 15,000 years ago, cataclysmic ice age events known as the Missoula Floods or Bretz Floods originating in the Clark Fork region of northern Idaho inundated the Columbia River basin many times. These floods deposited huge amounts of debris and sediment and created new floodplains in the Willamette Valley. Over long stretches of time between the great floods, dry winds deposited silt. At elevations above 300 feet (90 m) in the Tryon Creek watershed, wind-blown silt covers the lava, while at lower elevations sand and gravel cover the bedrock. ## Watershed `The Tryon Creek watershed covers about 4,100 acres (1,700 ha) or 6.5 square miles (17 km`<sup>`2`</sup>`). Of this, about 80 percent is within the Portland city limits, and the remaining 20 percent is split among the jurisdictions of the city of Lake Oswego, and the counties of Multnomah and Clackamas. These four overlap with the jurisdiction of the State of Oregon, which owns the natural area. Watersheds that border the Tryon Creek watershed are Fanno Creek to the west and northwest, Stephens Creek to the north, the Willamette River to the east and Oswego Lake to the south. More than 70 miles (110 km) of surface streets, including parts of Interstate 5, Oregon Route 99W, Oregon Route 43, Boones Ferry Road, Taylors Ferry Road, and Terwilliger Boulevard, run through the watershed.` About 35 inches (890 mm) of precipitation, almost entirely rain, fall on the watershed each year. Summers are dry, and most of the precipitation occurs between October and May. Elevations within the drainage basin vary from Mount Sylvania, which rises to 970 feet (300 m) above sea level in the West Hills, to 10 feet (3.0 m) where the creek enters the Willamette River. Between 60 and 75 percent of the slopes in the watershed exceed a 30-percent grade and are especially steep near the headwaters. Impervious surfaces cover about 24 percent of the basin. These surfaces and the relatively impermeable silt and clay soils that underlie the area contribute to rapid runoff and low baseflows in the creek and its tributaries. The total length of surface streams in the drainage basin is about 27 miles (43 km), while another 3 miles (5 km) run through culverts or pipes. Although major flooding in 1996 caused landslides and severe damage to stream beds and banks along Tryon Creek and its tributaries, it caused no significant property damage in the watershed. In 2000, the population of the Tryon Creek watershed within Portland was about 18,000. In 2005, Portland's Bureau of Environmental Services (BES) described land-use zoning in the watershed as follows: single-family residential, 55 percent; parks and open space, 14 percent; multi-family residential, 5 percent; commercial, 3 percent, and insufficient data, 2 percent. To reach 100 percent, BES listed but did not differentiate by zoning type the roughly 20 percent of the watershed that lies beyond the Portland city limits. Metro, the regional government for the Portland metropolitan area, says that parks and natural areas cover about 21 percent of the total watershed, while single-family housing dominates most of the rest. ### Tributaries The major smaller streams in the Tryon Creek watershed are Arnold Creek and Falling Creek. The larger of the two, Arnold Creek, has a watershed of roughly 1.2 square miles (3.1 km<sup>2</sup>) or 18 percent of the 6.5-square-mile (17 km<sup>2</sup>) total, while Falling Creek's watershed covers 0.4 square miles (1.0 km<sup>2</sup>) or 6 percent of the total. The seven named tributaries from mouth to source are Nettle, Palatine Hill, Red Fox, Park, Fourth Avenue, Arnold, and Falling creeks. ### Water quality `Oregon Department of Environmental Quality (DEQ) developed the Oregon Water Quality Index (OWQI) in the 1970s to rate general water quality at different locations. Scores can vary from 10 (worst) to 100 (ideal). Portland's Bureau of Environmental Services (BES) incorporated the OWQI into its monitoring of Tryon Creek in 1997. As of 2004, the overall OWQI score for Tryon Creek was 74 or "poor"; this was slightly better than nearby Fanno Creek at 67. The State of Oregon listed Tryon Creek as "water-quality limited" in 1998 because water temperatures on the lower 5 miles (8 km) of the main stem as well as on Nettle, Arnold, and Falling creeks exceeded the upper limit for protecting salmonid fish rearing and migratory fish passage during the summer.` BES monitors water quality at three Tryon Creek sites. Two are near I-5 and Barbur Boulevard in the upper watershed, and the third is at Southwest Boones Ferry Road, about 2.7 miles (4.3 km) from the mouth. BES looks at several indicators such as dissolved oxygen, nutrients, and total suspended solids. Diffuse pollution from nonpoint sources enters the creek from its urban surroundings. Point sources of pollution in the creek include two major upper-watershed stormwater outfalls draining 368 acres (149 ha) of the upper watershed and contributing about half of the creek's total suspended solids. As of 2004, the only water-quality indicator in the watershed that failed to meet minimal standards was the water temperature. ### Annual report card In 2015, BES began issuing annual "report cards" for watersheds or fractions thereof that lie within the city. BES assigns grades for each of four categories: hydrology, water quality, habitat, and fish and wildlife. Hydrology grades depend on the amount of pavement and other impervious surfaces in the watershed and the degree to which its streams flow freely, not dammed or diverted. Water-quality grades are based on measurements of dissolved oxygen, E-coli bacteria, temperature, suspended solids, and substances such as mercury and phosphorus. Habitat ranking depends on the condition of stream banks and floodplains, riparian zones, tree canopies, and other variables. The fish and wildlife assessment includes birds, fish, and macroinvertebrates. In 2015, the BES grades for Tryon Creek are hydrology, B; water quality, B; habitat, B, and fish and wildlife, C−. ## History `Multnomah and Clackamas counties were named after groups of Native Americans who lived in the area before settlement by European Americans in the 19th century. Evidence suggests that people lived in the northern Oregon Cascades as early as 10,000 years ago. By 2,000 to 3,000 years ago, the Clackamas River basin, about 5 miles (8 km) upriver from the mouth of Tryon Creek and on the east side of the Willamette, was home to the Clackamas tribe. They were a subgroup of the Chinookan speakers who lived near the Columbia River from Celilo Falls to the Pacific Ocean. The Clackamas lands included the lower Willamette River from Willamette Falls at what became Oregon City to its confluence with the Columbia River. When Lewis and Clark visited the area in 1806, the Clackamas tribe consisted of about 1,800 people living in 11 villages. Epidemics of smallpox, malaria, and measles reduced this population to 88 by 1851, and in 1855 the tribe signed a treaty surrendering its lands. Another group of Chinookans, the Multnomahs, lived on Sauvie Island, about 17 miles (27 km) downriver from the mouth of Tryon Creek. Lewis and Clark estimated that 800 Multnomahs inhabited 5 villages on the island in 1806, but disease reduced them later in the century to near extinction.` In 1850, Socrates Hotchkiss Tryon, Sr., a pioneer settler of European descent, established a donation land claim at the south end of Tryon Creek canyon. Five years later, he died, leaving the land to his wife, Frances. The land then passed to other relatives, including Socrates Tryon, Jr., who sold the 645 acres (261 ha) in 1874 to the Oregon Iron Company. For nearly 25 years, the company cut virgin cedar and fir to use in its foundry in Lake Oswego. Its logging road later became Old Iron Mountain Trail in the Tryon Creek State Natural Area. In 1900, fire in the upper canyon left charred snags still visible along the natural area's Center and Big Fir trails. Logging resumed in 1912 in the north part of the canyon, where The Boone's Ferry Wood and Tie Company had a site near what became Alfred Street. A sawmill and steam donkey engine operated near the future sites of Beaver Bridge and Obie's Bridge. The lumber was used chiefly for railroad ties, cordwood and flagpoles, and left huge cedar stumps that remain in the park. Intermittent logging continued through 1961, and a 1962 windstorm known as the Columbus Day Storm blew down many remaining trees. Local efforts began in the 1950s to establish a park along the creek, In 1969, the government of Multnomah County bought 45 acres (18 ha) to start a large regional park and sought citizen assistance with the project. This led to formation of Friends of Tryon Creek Park, which raised funds, helped arrange land deals, worked on problems of jurisdiction in a two-county, two-city park, and sought help from the state. In 1970, Oregon Governor Tom McCall announced the formation of Tryon Creek State Park. Over the next few years, the state bought more than 600 acres (240 ha) of land for nearly \$3 million, including federal matching funds. The Friends and the state collaborated in park planning and further fund-raising. In 1973, more than 300 volunteers built trails, and the nature center and shelter were finished by 1975. The park was officially dedicated on July 1, 1975 and later renamed Tryon Creek State Natural Area. ## Vegetation and wildlife `About 37 percent of the watershed is wooded. Dominant trees are red alder, bigleaf maple, Douglas-fir, western redcedar, and western hemlock. The forest understory in the Tryon Creek State Natural Area includes many trilliums; they are celebrated each spring during the park's Trillium Festival. More than 90 species of wildflower such as fringecup are found in the park as well as plants such as sword fern. Invasive species found in many parts of the watershed include English ivy, Himalayan blackberry, English holly, garlic mustard, and western clematis.` Riparian zones and floodplains are relatively intact along the lower reaches of the main stem in the state natural area, fairly intact in Marshall Park, and marginal in the upper reaches surrounded by homes. Arnold Creek has riparian corridors wider than 100 feet (30 m) in good condition, while Falling Creek's riparian zones, surrounded by homes, are in poor condition. Damaged zones from which native vegetation has been removed lead to erosion, stream bank failure, sedimentation, lack of shading, and higher stream temperatures. Tryon Creek is among the few streams in the Portland metropolitan area with a run of steelhead Trout, and coho salmon have been recorded spawning in the creek. Surveys by the Oregon Department of Fish and Wildlife in 2002 found coho, chinook salmon, steelhead, and coastal cutthroat trout in different parts of the creek at different times of the year. None was present in large number. Cutthroat trout had the biggest population, estimated at 53 individual fish during the spring of 2002. Signal crayfish have also been found in significant numbers. Water striders, which are invertebrates that can walk on water, are common in the pools of Tryon Creek. More than 60 species of birds, including Cooper's hawks, great blue herons, kingfishers, towhees, waxwings, and wrens frequent the area. Some of the resident mammals are bats, coyotes, moles, rabbits, skunks, and squirrels, while frogs, salamanders, snakes, and turtles also do well in the watershed. ## Parks `Parks in the Tryon Creek watershed include Tryon Creek State Natural Area, Oregon's only metropolitan state park. At about 630 acres (250 ha), the natural area is much larger than the watershed's other parks.` The state park includes a 3-mile (5 km) bicycle path that runs along Terwilliger Boulevard on the east edge of the park as part of the Portland metropolitan area's system of greenway trails known as the 40-Mile Loop. Equestrians can ride through the woods on horse trails totaling about 5 miles (8 km). Hikers can use the bike path, horse trails, and about 8 miles (13 km) of hiking trails. A paved loop trail of about 0.35-mile (0.56 km), furnished with drinking fountains and interpretive signs, can accommodate wheelchairs. A park building called the Nature Center houses a gift shop, a large classroom, space for educational exhibits, and a play area for small children. Tryon Creek, which flows through the middle of the state park, also runs through Marshall Park, a modified natural area of about 26 acres (11 ha) in a canyon in the hills northwest of Mount Sylvania. It features hiking trails, a playground, picnic tables, a waterfall, and a stone bridge over the creek. Other parks in the watershed include West Portland Park, a natural area of about 15 acres (6 ha), Foley-Balmer Natural Area, and Maricara Park, a natural area of about 17 acres (7 ha). Metro plans to acquire additional land along the creek to add to the parks. ## See also - List of rivers of Oregon
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Mauna Loa
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Volcano in Hawaii, United States
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Mauna Loa (/ˌmɔːnə ˈloʊ.ə/ or /ˌmaʊnə ˈloʊ.ə/; Hawaiian: ; English: Long Mountain) is one of five volcanoes that form the Island of Hawaii in the U.S. state of Hawaii in the Pacific Ocean. The largest subaerial volcano (as opposed to subaqueous volcanoes) in both mass and volume, Mauna Loa has historically been considered the largest volcano on Earth, dwarfed only by Tamu Massif. It is an active shield volcano with relatively gentle slopes, with a volume estimated at 18,000 cubic miles (75,000 km<sup>3</sup>), although its peak is about 125 feet (38 m) lower than that of its neighbor, Mauna Kea. Lava eruptions from Mauna Loa are silica-poor and very fluid, and tend to be non-explosive. Mauna Loa has probably been erupting for at least 700,000 years, and may have emerged above sea level about 400,000 years ago. The oldest-known dated rocks are not older than 200,000 years. The volcano's magma comes from the Hawaii hotspot, which has been responsible for the creation of the Hawaiian island chain over tens of millions of years. The slow drift of the Pacific Plate will eventually carry Mauna Loa away from the hotspot within 500,000 to one million years from now, at which point it will become extinct. Mauna Loa's most recent eruption began on November 27, 2022 and ended on December 13th. It was the first eruption since 1984. No recent eruptions of the volcano have caused fatalities, but eruptions in 1926 and 1950 destroyed villages, and the city of Hilo is partly built on lava flows from the late 19th century. Because of the potential hazards it poses to population centers, Mauna Loa is part of the Decade Volcanoes program, which encourages studies of the world's most dangerous volcanoes. Mauna Loa has been monitored intensively by the Hawaiian Volcano Observatory since 1912. Observations of the atmosphere are undertaken at the Mauna Loa Observatory, and of the Sun at the Mauna Loa Solar Observatory, both located near the mountain's summit. Hawaii Volcanoes National Park covers the summit and portions of the southeastern and southwestern flanks of the volcano, and also incorporates Kīlauea, a separate volcano. ## Geology ### Setting Like all Hawaiian volcanoes, Mauna Loa was created as the Pacific tectonic plate moved over the Hawaii hotspot in the Earth's underlying mantle. The Hawaii island volcanoes are the most recent evidence of this process that, over 70 million years, has created the 3,700 mi (6,000 km)-long Hawaiian–Emperor seamount chain. The prevailing view states that the hotspot has been largely stationary within the planet's mantle for much, if not all of the Cenozoic Era. However, while the Hawaiian mantle plume is well understood and extensively studied, the nature of hotspots themselves remains fairly enigmatic. Mauna Loa is one of five subaerial volcanoes that make up the island of Hawaiʻi. The oldest volcano on the island, Kohala, is more than a million years old, and Kīlauea, the youngest, is believed to be between 210,000 and 280,000 years of age. Kamaʻehuakanaloa (formerly Lōʻihi) on the island's flank is even younger, but has yet to breach the surface of the Pacific Ocean. At 1 million to 600,000 years of age, Mauna Loa is the second youngest of the five volcanoes on the island, making it the third youngest volcano in the Hawaiian – Emperor seamount chain, a chain of shield volcanoes and seamounts extending from Hawaii to the Kuril–Kamchatka Trench in Russia. Following the pattern of Hawaiian volcano formation, Mauna Loa would have started as a submarine volcano, gradually building itself up through underwater eruptions of alkali basalt before emerging from the sea through a series of surtseyan eruptions about 400,000 years ago. Since then, the volcano has remained active, with a history of effusive and explosive eruptions, including 34 eruptions since the first well-documented eruption in 1843. ### Structure Mauna Loa is the largest subaerial and second largest overall volcano in the world (behind Tamu Massif), covering a land area of 5,271 km<sup>2</sup> (2,035 sq mi) and spans a maximum width of 120 km (75 mi). Consisting of approximately 65,000 to 80,000 km<sup>3</sup> (15,600 to 19,200 cu mi) of solid rock, it makes up more than half of the surface area of the island of Hawaiʻi. Combining the volcano's extensive submarine flanks (5,000 m (16,400 ft) to the sea floor) and 4,170 m (13,680 ft) subaerial height, Mauna Loa rises 9,170 m (30,085 ft) from base to summit, greater than the 8,848 m or 29,029 ft elevation of Mount Everest from sea level to its summit. In addition, much of the mountain is invisible even underwater: its mass depresses the crust beneath it by another 8 km (5 mi), in the shape of an inverse mountain, meaning the total height of Mauna Loa from the start of its eruptive history is about 17,170 m (56,000 ft). Mauna Loa is a typical shield volcano in form, taking the shape of a long, broad dome extending down to the ocean floor whose slopes are about 12° at their steepest, a consequence of its extremely fluid lava. The shield-stage lavas that built the enormous main mass of the mountain are tholeiitic basalts, like those of Mauna Kea, created through the mixing of primary magma and subducted oceanic crust. Mauna Loa's summit hosts three overlapping pit craters arranged northeast–southwest, the first and last roughly 1 km (0.6 mi) in diameter and the second an oblong 4.2 km × 2.5 km (2.6 mi × 1.6 mi) feature; together these three craters make up the 6.2 by 2.5 km (3.9 by 1.6 mi) summit caldera Mokuʻāweoweo, so named for the Hawaiian ʻāweoweo fish (Priacanthus meeki), purportedly due to the resemblance of its eruptive fires to the coloration of the fish. Mokuʻāweoweo's caldera floor lies between 170 and 50 m (558 and 164 ft) beneath its rim and it is only the latest of several calderas that have formed and reformed over the volcano's life. It was created between 1,000 and 1,500 years ago by a large eruption from Mauna Loa's northeast rift zone, which emptied out a shallow magma chamber beneath the summit and collapsed it into its present form. Additionally, two smaller pit craters lie southwest of the caldera, named Lua Hou (New Pit) and Lua Hohonu (Deep Pit). Mauna Loa's summit is also the focal point for its two prominent rift zones, marked on the surface by well-preserved, relatively recent lava flows (easily seen in satellite imagery) and linearly arranged fracture lines intersected by cinder and splatter cones. These rift zones are deeply set structures, driven by dike intrusions along a decollement fault that is believed to reach down all the way to the volcano's base, 12 to 14 km (7 to 9 mi) deep. The first is a 60 km (37 mi) rift trending southwest from the caldera to the sea and a further 40 km (25 mi) underwater, with a prominent 40° directional change along its length; this rift zone is historically active across most of its length. The second, northeastern rift zone extends towards Hilo and is historically active across only the first 20 km (12 mi) of its length, with a nearly straight and, in its latter sections, poorly defined trend. The northeastern rift zone takes the form of a succession of cinder cones, the most prominent of which the 60 m (197 ft) high Puu Ulaula, or Red Hill. There is also a less definite northward rift zone that extends towards the Humuula Saddle marking the intersection of Mauna Loa and Mauna Kea. Simplified geophysical models of Mauna Loa's magma chamber have been constructed, using interferometric synthetic aperture radar measures of ground deformation due to the slow buildup of lava under the volcano's surface. These models predict a 1.1 km (1 mi) wide magma chamber located at a depth of about 4.7 km (3 mi), 0.5 km (0 mi) below sea level, near the southeastern margin of Mokuʻāweoweo. This shallow magma chamber is significantly higher-placed than Mauna Loa's rift zones, suggesting magma intrusions into the deeper parts and occasional dike injections into the shallower parts of the rift zone drive rift activity; a similar mechanism has been proposed for neighboring Kīlauea. Earlier models based on Mauna Loa's two most recent eruptions made a similar prediction, placing the chamber at 3 km (1.9 mi) deep in roughly the same geographic position. Mauna Loa has complex interactions with its neighbors, Hualālai to the northwest, Mauna Kea to the northeast, and particularly Kīlauea to the east. Lavas from Mauna Kea intersect with Mauna Loa's basal flows as a consequence of Kea's older age, and Mauna Kea's original rift zones were buried beneath post-shield volcanic rocks of Mauna Loa; additionally, Mauna Kea shares Mauna Loa's gravity well, depressing the ocean crust beneath it by 6 km (4 mi). There are also a series of normal faults on Mauna Loa's northern and western slopes, between its two major rift zones, that are believed to be the result of combined circumferential tension from the two rift zones and from added pressure due to the westward growth of neighboring Kīlauea. Because Kīlauea lacks a topographical prominence and appears as a bulge on the southeastern flank of Mauna Loa, it was historically interpreted by both native Hawaiians and early geologists to be an active satellite of Mauna Loa. However, analysis of the chemical composition of lavas from the two volcanoes show that they have separate magma chambers, and are thus distinct. Nonetheless, their proximity has led to a historical trend in which high activity at one volcano roughly coincides with low activity at the other. When Kīlauea lay dormant between 1934 and 1952, Mauna Loa became active, and when the latter remained quiet from 1952 to 1974, the reverse was true. This is not always the case; the 1984 eruption of Mauna Loa started during an eruption at Kīlauea, but had no discernible effect on the Kīlauea eruption, and the ongoing inflation of Mauna Loa's summit, indicative of a future eruption, began the same day as new lava flows at Kīlauea's Puʻu ʻŌʻō crater. Geologists have suggested that "pulses" of magma entering Mauna Loa's deeper magma system may have increased pressure inside Kīlauea and triggered the concurrent eruptions. Mauna Loa is slumping eastward along its southwestern rift zone, leveraging its mass into Kīlauea and driving the latter eastward at a rate of about 10 cm (4 in) per year; the interaction between the two volcanoes in this manner has generated a number of large earthquakes in the past, and has resulted in a significant area of debris off Kīlauea's seaward flank known as the Hilina Slump. A system of older faults exists on the southeastern side of Mauna Loa that likely formed before Kilauea became large enough to impede Mauna Loa's slump, the lowest and northernmost of which, the Kaoiki fault, remains an active earthquake center today. The west side of Mauna Loa, meanwhile, is unimpeded in movement, and indeed is believed to have undergone a massive slump collapse between 100,000 and 200,000 years ago, the residue from which, consisting of a scattering of debris up to several kilometers wide and up to 50 km (31 mi) distant, is still visible today. The damage was so extensive that the headwall of the damage likely intersected its southwestern rift zone. There is very little movement there today, a consequence of the volcano's geometry. Mauna Loa is tall enough to have experienced glaciation during the last ice age, 25,000 to 15,000 years ago. Unlike Mauna Kea, on which extensive evidence of glaciation remains even today, Mauna Loa was at the time and has remained active, having grown an additional 150 to 300 m (492 to 984 ft) in height since then and covering any glacial deposits beneath new flows; strata of that age don't occur until at least 2,000 m (6,562 ft) down from the volcano's summit, too low for glacial growth. Mauna Loa also lacks its neighbor's summit permafrost region, although sporadic ice persists in places. It is speculated that extensive phreatomagmatic activity occurred during this time, contributing extensively to ash deposits on the summit. ## Eruptive history ### Prehistoric eruptions To have reached its enormous size within its relatively short (geologically speaking) 600,000 to 1,000,000 years of life, Mauna Loa would logically have had to have grown extremely rapidly through its developmental history, and extensive charcoal-based radiocarbon dating (perhaps the most extensive such prehistorical eruptive dating on Earth) has amassed a record of almost two hundred reliably dated extant flows confirming this hypothesis. The oldest exposed flows on Mauna Loa are thought to be the Ninole Hills on its southern flank, subaerial basalt rock dating back approximately 100 to 200 thousand years. They form a terrace against which younger flows have since banked, heavily eroded and incised against its slope in terms of direction; this is believed to be the result of a period of erosion because of a change in the direction of lava flow caused by the volcano's prehistoric slump. These are followed by two units of lava flows separated by an intervening ash layer known as the Pāhala ash layer: the older Kahuka basalt, sparsely exposed on the lower southwest rift, and the younger and far more widespread Kaʻu basalt, which appear more widely on the volcano. The Pāhala ashes themselves were produced over a long period of time circa 13 to 30 thousand years ago, although heavy vitrification and interactions with post- and pre- creation flows has hindered exact dating. Their age roughly corresponds to the glaciation of Mauna Loa during the last ice age, raising the distinct possibility that it is the product of phreatomagmatic interaction between the long-gone glaciers and Mauna Loa's eruptive activities. Studies have shown that a cycle occurs in which volcanic activity at the summit is dominant for several hundred years, after which activity shifts to the rift zones for several more centuries, and then back to the summit again. Two cycles have been clearly identified, each lasting 1,500–2,000 years. This cyclical behavior is unique to Mauna Loa among the Hawaiian volcanoes. Between about 7,000 and 6,000 years ago Mauna Loa was largely inactive. The cause of this cessation in activity is not known, and no known similar hiatus has been found at other Hawaiian volcanoes except for those currently in the post-shield stage. Between 11,000 and 8,000 years ago, activity was more intense than it is today. However, Mauna Loa's overall rate of growth has probably begun to slow over the last 100,000 years, and the volcano may in fact be nearing the end of its tholeiitic basalt shield-building phase. ### Recent history Ancient Hawaiians have been present on Hawaiʻi island for about 1,500 years, but they preserved almost no records on volcanic activity on the island, beyond a few fragmentary accounts dating to the late 18th and early 19th centuries. Possible eruptions occurred around 1730 and 1750 and sometime during 1780 and 1803. A June 1832 eruption was witnessed by a missionary on Maui, but the 190 km (118 mi) between the two islands and lack of apparent geological evidence have cast this testimony in doubt. Thus the first entirely confirmed historically witnessed eruption was a January 1843 event; since that time Mauna Loa has erupted 32 times. Historical eruptions at Mauna Loa are typically Hawaiian in character and rarely violent, starting with the emergence of lava fountains over a several kilometer long rift colloquially known as the "curtain of fire" (often, but not always, propagating from Mauna Loa's summit) and eventually concentrating at a single vent, its long-term eruptive center. Activity centered on its summit is usually followed by flank eruptions up to a few months later, and although Mauna Loa is historically less active than that of its neighbor Kilauea, it tends to produce greater volumes of lava over shorter periods of time. Most eruptions are centered at either the summit or either of its two major rift zones; within the last two hundred years, 38 percent of eruptions occurred at the summit, 31 percent at the northeast rift zone, 25 percent at the southwest rift zone, and the remaining 6 percent from northwest vents. 40 percent of the volcano's surface consists of lavas less than a thousand years old, and 98 percent of lavas less than 10,000 years old. In addition to the summit and rift zones, Mauna Loa's northwestern flank has also been the source of three historical eruptions. The 1843 event was followed by eruptions in 1849, 1851, 1852, and 1855, with the 1855 flows being particularly extensive. 1859 marked the largest of the three historical flows that have been centered on Mauna Loa's northwestern flank, producing a long lava flow that reached the ocean on Hawaii island's west coast, north of Kīholo Bay. An eruption in 1868 occurred alongside the enormous 1868 Hawaii earthquake, a magnitude eight event that claimed 77 lives and remains the largest earthquake ever to hit the island. Following further activity in 1871, Mauna Loa experienced nearly continuous activity from August 1872 through 1877, a long-lasting and voluminous eruption lasting approximately 1,200 days and never moving beyond its summit. A short single-day eruption in 1877 was unusual in that it took place underwater, in Kealakekua Bay, and within a mile of the shoreline; curious onlookers approaching the area in boats reported unusually turbulent water and occasional floating blocks of hardened lava. Further eruptions occurred in 1879 and then twice in 1880, the latter of which extended into 1881 and came within the present boundaries of the island's largest city, Hilo; however, at the time, the settlement was a shore-side village located further down the volcano's slope, and so was unaffected. Mauna Loa continued its activity, and of the eruptions that occurred in 1887, 1892, 1896, 1899, 1903 (twice), 1907, 1914, 1916, 1919, and 1926, three (in 1887, 1919, and 1926) were partially subaerial. The 1926 eruption in particular is noteworthy for having inundated a village near Hoʻōpūloa, destroying 12 houses, a church, and a small harbor. After an event in 1933, Mauna Loa's 1935 eruption caused a public crisis when its flows started to head towards Hilo. A bombing operation was decided upon to try and divert the flows, planned out by then-lieutenant colonel George S. Patton. The bombing, conducted on December 27, was declared a success by Thomas A. Jaggar, director of the Hawaiian Volcano Observatory, and lava stopped flowing by January 2, 1936. However, the role the bombing played in ending the eruption has since been heavily disputed by volcanologists. A longer but summit-bound event in 1940 was comparatively less interesting. Mauna Loa's 1942 eruption occurred only four months after the attack on Pearl Harbor and the United States' entry into World War II, and created a unique problem for the wartime United States. Occurring during an enforced nighttime blackout on the island, the eruption's luminosity forced the government to issue a gag order on the local press, hoping to prevent news of its occurrence spreading, for fear that the Japanese would use it to launch a bombing run on the island. However, as flows from the eruption rapidly spread down the volcano's flank and threatened the ʻOlaʻa flume, Mountain View's primary water source, the United States Army Air Force decided to drop its own bombs on the island in the hopes of redirecting the flows away from the flume; sixteen bombs weighing between 300 and 600 lb (136 and 272 kg) each were dropped on the island, but produced little effect. Eventually, the eruption ceased on its own. Following a 1949 event, the next major eruption at Mauna Loa occurred in 1950. Originating from the volcano's southwestern rift zone, the eruption remains the largest rift event in the volcano's modern history, lasting 23 days, emitting 376 million cubic meters of lava, and reaching the 24 km (15 mi) distant ocean within 3 hours. The 1950 eruption was not the most voluminous eruption on the volcano (the long-lived 1872–1877 event produced more than twice as much material), but it was easily one of the fastest-acting, producing the same amount of lava as the 1859 eruption in a tenth of the time. Flows overtook the village of Hoʻokena-mauka in South Kona, crossed Hawaii Route 11, and reached the sea within four hours of eruption. Although there was no loss of life, the village was permanently destroyed. After the 1950 event, Mauna Loa entered an extended period of dormancy, interrupted only by a small single-day summit event in 1975. However, it rumbled to life again in 1984, manifesting first at Mauna Loa's summit, and then producing a narrow, channelized ʻaʻā flow that advanced downslope within 6 km (4 mi) of Hilo, close enough to illuminate the city at nighttime. However, the flow got no closer, as two natural levees further up its pathway consequently broke and diverted active flows. From 1985 to 2022, the volcano had its longest period of quiet in recorded history. Magma had been accumulating beneath Mauna Loa since the 1984 eruption, and the U.S. Geological Survey in February 2021 reported that although an eruption "did not appear to be imminent," the volcano had shown elevated signs of unrest since 2019, including a slight increase in the rate of inflation at the volcano's summit. The quiet period ended at 11:30 PM HST on November 27, 2022, when an eruption began at the volcano's summit in Moku‘āweoweo (Mauna Loa's caldera). Lava flows emanating from the caldera became visible from Kailua-Kona in the hours immediately following the eruption. The eruption remained confined to the caldera until approximately 6:30 AM HST on November 28, when the Hawaiian Volcano Observatory observed that the eruption had migrated from the summit to the Northeast Rift Zone. Three fissures were initially observed in the rift zone, with the first two becoming inactive by 1:30 PM on the 28th. Before becoming inactive, the two upper fissures fed lava flows that moved downslope, however those flows stalled approximately 11 miles (18 km) from Saddle Road. Lava fountains were also observed emanating from the fissures, with the tallest reaching up to 200 feet (61 m) into the air. As lava flows from the third fissure expanded, they cut off the road to the Mauna Loa Observatory at approximately 8 PM on the 28th. Activity in the rift zone continued on the 29th, with a fourth fissure that opened at approximately 7:30 PM on the 28th joining the third in releasing lava flows. The main front of the third fissure's lava flows also continued to move, and was located approximately 2.7 miles (4.3 km) from Saddle Road at 7 AM on December 2nd. As the eruption approached its second week, indications of a reduction in activity began to appear. On December 8th, the lava flows feeding the main front began to drain, and the main flow front stalled approximately 1.7 miles (2.7 km) from Saddle Road. The flows continued to drain on the 9th, and the third fissure's lava fountains also began to grow shorter. On the 10th, the lava fountains were replaced by a lava pond, and the stalled flow front was declared to no longer be a threat. Based on these factors and data on past eruptions, the HVO determined that the eruption may end soon and reduced the volcano alert level from Warning to Watch at 2:35 PM on the 10th. However, there was a small possibility that the eruption would continue at a very low rate. The eruption officially ended at 7:17 AM on the 13th, and the HVO lowered the volcano alert level to Advisory. ### Hazards Mauna Loa has been designated a Decade Volcano, one of the sixteen volcanoes identified by the International Association of Volcanology and Chemistry of the Earth's Interior (IAVCEI) as being worthy of particular study in light of their history of large, destructive eruptions and proximity to populated areas. The United States Geological Survey maintains a hazard zone mapping of the island done on a one to nine scale, with the most dangerous areas corresponding the smallest numbers. Based on this classification Mauna Loa's continuously active summit caldera and rift zones have been given a level one designation. Much of the area immediately surrounding the rift zones is considered level two, and about 20 percent of the area has been covered in lava in historical times. Much of the remainder of the volcano is hazard level three, about 15 to 20 percent of which has been covered by flows within the last 750 years. However, two sections of the volcano, the first in the Naalehu area and the second on the southeastern flank of Mauna Loa's rift zone, are protected from eruptive activity by local topography, and have thus been designated hazard level 6, comparable with a similarly isolated segment on Kīlauea. Although volcanic eruptions in Hawaiʻi rarely produce casualties (the only direct historical fatality due to volcanic activity on the island occurred at Kīlauea in 1924, when an unusually explosive eruption hurled rocks at an onlooker), property damage due to inundation by lava is a common and costly hazard. Hawaiian-type eruptions usually produce extremely slow-moving flows that advance at walking pace, presenting little danger to human life, but this is not strictly the case; Mauna Loa's 1950 eruption emitted as much lava in three weeks as Kīlauea's recent eruption produced in three years and reached sea level within four hours of its start, overrunning the village of Hoʻokena Mauka and a major highway on the way there. An earlier eruption in 1926 overran the village of Hoʻōpūloa Makai, and Hilo, partly built on lavas from the 1880–81 eruption, is at risk from future eruptions. The 1984 eruption nearly reached the city, but stopped short after the flow was redirected by upstream topography. A potentially greater hazard at Mauna Loa is a sudden, massive collapse of the volcano's flanks, like the one that struck the volcano's west flank between 100,000 and 200,000 years ago and formed the present-day Kealakekua Bay. Deep fault lines are a common feature on Hawaiian volcanoes, allowing large portions of their flanks to gradually slide downwards and forming structures like the Hilina Slump and the ancient Ninole Hills; large earthquakes could trigger rapid flank collapses along these lines, creating massive landslides and possibly triggering equally large tsunamis. Undersea surveys have revealed numerous landslides along the Hawaiian chain and evidence of two such giant tsunami events: 200,000 years ago, Molokaʻi experienced a 75 m (246 ft) tsunami, and 100,000 years ago a megatsunami 325 m (1,066 ft) high struck Lānaʻi. A more recent example of the risks associated with slumps occurred in 1975, when the Hilina Slump suddenly lurched forward several meters, triggering a 7.2 earthquake and a 14 m (46 ft) tsunami that killed two campers at Halape. ### Monitoring Established on Kīlauea in 1912, the Hawaiian Volcano Observatory (HVO), presently a branch of the United States Geological Survey, is the primary organization associated with the monitoring, observance, and study of Hawaiian volcanoes. Thomas A. Jaggar, the Observatory's founder, attempted a summit expedition to Mauna Loa to observe its 1914 eruption, but was rebuffed by the arduous trek required (see Ascents). After soliciting help from Lorrin A. Thurston, in 1915 he was able to persuade the US Army to construct a "simple route to the summit" for public and scientific use, a project completed in December of that year; the Observatory has maintained a presence on the volcano ever since. Eruptions on Mauna Loa are almost always preceded and accompanied by prolonged episodes of seismic activity, the monitoring of which was the primary and often only warning mechanism in the past and which remains viable today. Seismic stations have been maintained on Hawaiʻi since the Observatory's inception, but these were concentrated primarily on Kīlauea, with coverage on Mauna Loa improving only slowly through the 20th century. Following the invention of modern monitoring equipment, the backbone of the present-day monitoring system was installed on the volcano in the 1970s. Mauna Loa's July 1975 eruption was forewarned by more than a year of seismic unrest, with the HVO issuing warnings to the general public from late 1974; the 1984 eruption was similarly preceded by as much as three years of unusually high seismic activity, with volcanologists predicting an eruption within two years in 1983. The modern monitoring system on Mauna Loa consists not only of its local seismic network but also of a large number of GPS stations, tiltmeters, and strainmeters that have been anchored on the volcano to monitor ground deformation due to swelling of Mauna Loa's subterranean magma chamber, which presents a more complete picture of the events proceeding eruptive activity. The GPS network is the most durable and wide-ranging of the three systems, while the tiltmeters provide the most sensitive predictive data, but are prone to erroneous results unrelated to actual ground deformation; nonetheless a survey line across the caldera measured a 76 mm (3 in) increase in its width over the year preceding the 1975 eruption, and a similar increase in 1984 eruption. Strainmeters, by contrast, are relatively rare. The Observatory also maintains two gas detectors at Mokuʻāweoweo, Mauna Loa's summit caldera, as well as a publicly accessible live webcam and occasional screenings by interferometric synthetic aperture radar imaging. ## Human history ### Pre-contact The first Ancient Hawaiians to arrive on Hawaii island lived along the shores where food and water were plentiful. Flightless birds that had previously known no predators became a staple food source. Early settlements had a major impact on the local ecosystem, and caused many extinctions, particularly amongst bird species, as well as introducing foreign plants and animals and increasing erosion rates. The prevailing lowland forest ecosystem was transformed from forest to grassland; some of this change was caused by the use of fire, but the main reason appears to have been the introduction of the Polynesian rat (Rattus exulans). Ancient Hawaiian religious practice holds that the five volcanic peaks of the island are sacred, and regards Mauna Loa, the largest of them all, with great admiration; but what mythology survives today consists mainly of oral accounts from the 18th century first compiled in the 19th. Most of these stories agree that the Hawaiian volcano goddess, Pele, resides in Halemaʻumaʻu on Kilauea; however a few place her home at Mauna Loa's summit caldera Mokuʻāweoweo, and the mythos in general associates her with all volcanic activity on the island. Regardless, Kīlauea's lack of a geographic outline and strong volcanic link to Mauna Loa led to it being considered an offshoot of Mauna Loa by the Ancient Hawaiians, meaning much of the mythos now associated with Kīlauea was originally directed at Mauna Loa proper as well. Ancient Hawaiians constructed an extensive trail system on Hawaiʻi island, today known as the Ala Kahakai National Historic Trail. The network consisted of short trailheads servicing local areas along the main roads and more extensive networks within and around agricultural centers. The positioning of the trails was practical, connecting living areas to farms and ports, and regions to resources, with a few upland sections reserved for gathering and most lines marked well enough to remain identifiable long after regular use had ended. One of these trails, the Ainapo Trail, ascended from the village of Kapāpala over 3,400 m (11,155 ft) in about 56 km (35 mi) and ended at Mokuʻāweoweo at Mauna Loa's summit. Although the journey was arduous and required several days and many porters, ancient Hawaiians likely made the journey during eruptions to leave offerings and prayers to honor Pele, much as they did at Halemaʻumaʻu, neighboring Kilauea's more active and more easily accessible caldera. Several camps established along the way supplied water and food for travelers. ### European summiting attempts James Cook's third voyage was the first to make landfall on Hawaiʻi island, in 1778, and following adventures along the North American west coast, Cook returned to the island in 1779. On his second visit John Ledyard, a corporal of the Royal Marines aboard HMS Resolution, proposed and received approval for an expedition to the summit Mauna Loa to learn "about that part of the island, particularly the peak, the tip of which is generally covered with snow, and had excited great curiosity." Using a compass, Ledyard and small group of ships' mates and native attendants attempted to make a direct course for the summit. However, on the second day of traveling the route became steeper, rougher, and blocked by "impenetrable thickets," and the group was forced to abandon their attempt and return to Kealakekua Bay, reckoning they had "penetrated 24 miles and we suppose [were] within 11 miles of the peak"; in reality, Mokuʻāweoweo lies only 32 km (20 mi) east of the bay, a severe overestimation on Ledyard's part. Another of Cook's men, Lieutenant James King, estimated the peak to be at least 5,600 m (18,373 ft) high based on its snow line. The next attempt to summit Mauna Loa was an expedition led by Archibald Menzies, a botanist and naturalist on the 1793 Vancouver Expedition. In February of that year Menzies, two ships' mates, and a small group of native Hawaiian attendants attempted a direct course for the summit from Kealakekua Bay, making it 26 km (16 mi) inland by their reckoning (an overestimation) before they were turned away by the thickness of the forest. On a second visit by the expedition to the island in January of the next year Menzies was placed in charge of exploring the island interior, and after traversing the flanks of Hualālai he and his party arrived at the high plateau separating the two volcanoes. Menzies decided to make a second attempt (above the objections of the accompanying island chief), but again his progress was arrested by unassailable thickets. Menzies made a third attempt to summit Mauna Loa in February 1794. This time the botanist consulted King Kamehameha I for advice and learned that he could take canoes to the south and follow the ʻAinapō Trail, not knowing of its existence beforehand. Significantly better prepared, Menzies, Lieutenant Joseph Baker and Midshipman George McKenzie of Discovery, and a servant (most likely Jonathan Ewins, listed on the ship's muster as "Botanist's L't") reached the summit, which Menzies estimated to be 4,156 m (13,635 ft) high with the aid of a barometer (consistent with a modern value of 4,169 m, 13,678 ft). He was surprised to find heavy snow and morning temperatures of −3 °C (27 °F), and was unable to compare the heights of Mauna Loa and Kea but correctly supposed the latter to be taller based on its larger snow cap. The feat of summitting Mauna Loa was not to be repeated for forty years. The Hawaiian Islands were the site of fervent missionary work, with the first group of missionaries arrived at Honolulu in 1820 and the second in 1823. Some of these missionaries left for Hawaiʻi island, and spent ten weeks traveling around it, preaching at local villages and climbing Kilauea, from which one of its members, William Ellis, observed Mauna Loa with the aid of a telescope and ascertained it and Kea to be "perhaps 15,000 to 16,000 feet above the level of the sea"; they did not, however, attempt to climb the volcano itself. It is sometimes reported that the missionary Joseph Goodrich reached the summit around this time, but he never claimed this himself, though he did summit Mauna Kea and describe Mokuʻāweoweo with the aid of another telescope. The next successful ascent was made on January 29, 1834, by the Scottish botanist David Douglas, who also reached the summit caldera using the ʻAinapō Trail. By the time Douglas reached the summit the environment had put him under extreme duress, but he nonetheless stayed overnight to make measurements of the summit caldera's proportions and record barometric data on its height, both now known to be wildly inaccurate. Douglas collected biological samples on the way both up and down, and after a difficult and distressing descent began collating his samples; he planned to return to England, but instead several months later his body was discovered mysteriously crushed in a pit beside a dead wild boar Isidor Löwenstern successfully climbed Mauna Loa in February 1839, only the third successful climb in 60 years. ### Wilkes expedition The United States Exploring Expedition led by Lieutenant Charles Wilkes was tasked with a vast survey of the Pacific Ocean starting in 1838. In September 1840 they arrived in Honolulu, where repairs to the ships took longer than expected. Wilkes decided to spend the winter in Hawaii and take the opportunity to explore its volcanoes while waiting for better weather to continue the expedition. King Kamehameha III assigned American medical missionary Dr. Gerrit P. Judd to the expedition as a translator. Wilkes sailed to Hilo on the island of Hawaiʻi and decided to climb Mauna Loa first, since it looked easier than Mauna Kea. On December 14 he hired about 200 porters, but after he left he realized only about half the equipment had been taken, so he had to hire more Hawaiians at higher pay. When they reached Kīlauea after two days, their guide Puhano headed off to the established ʻAinapō Trail. Wilkes did not want to head back downhill so he blazed his own way through dense forest directed by a compass. The Hawaiians were offended by the waste of sacred trees which did not help morale. At about 6,000 feet (1,800 m) elevation they established a camp called "Sunday Station" at the edge of the forest. Two guides joined them at Sunday Station: Keaweehu, "the bird-catcher" and another whose Hawaiian name is not recorded, called "ragsdale". Although Wilkes thought he was almost to the summit, the guides knew they were less than halfway up. Since there was no water at Sunday Station, porters had to be sent back ten miles (16 km) to a lava tube on ʻAinapō Trail which had a known supply. After an entire day replenishing stocks, they continued up to a second camp they called "Recruiting Station" at about 9,000 feet (2,700 m) elevation. After another full day's hike they established "Flag Station" on December 22, and by this time were on the ʻAinapō Trail. Most of the porters were sent back down to get another load. At the Flag Station Wilkes and his eight remaining men built a circular wall of lava rocks and covered the shelter with a canvas tent. A snowstorm was in progress and several suffered from altitude sickness. That night (December 23), the snow on the canvas roof caused it to collapse. At daylight some of the group went down the trail to retrieve firewood and the gear abandoned on the trail the day before. After another day's climb, nine men reached the rim of Mokuʻāweoweo. They could not find a way down its steep sides so chose a smooth place on the rim for the camp site, at coordinates . Their tent was pitched within 60 feet (18 m) of the crater's edge, secured by lava blocks. The next morning they were unable to start a fire using friction due to the thin air at that altitude, and sent for matches. By this time, the naval officers and Hawaiians could not agree on terms to continue hiring porters, so sailors and marines were ordered from the ships. Dr. Judd traveled between the summit and the Recruiting Station to tend the many who suffered from altitude sickness or had worn out their shoes on the rough rock. Christmas Day was spent building rock walls around the camp to give some protection from the high winds and blowing snow. It took another week to bring all the equipment to the summit, including a pendulum designed for measuring slight variations in gravity. On December 31, 1840, the pre-fabricated pendulum house was assembled. Axes and chisels cut away the rock surface for the pendulum's base. It took another three days to adjust the clock to the point where the experiments could begin. However, the high winds made so much noise that the ticks could often not be heard, and varied the temperature to make measurements inaccurate. Grass had to be painstakingly brought from the lowest elevations for insulation to get accurate measurements. On Monday, January 11, Wilkes hiked around the summit crater. Using an optical method, he estimated Mauna Kea was 193 feet (59 m) higher, while modern measurements indicate a difference of about 125 feet (38 m). On January 13, 1841, he had "Pendulum Peak, January 1841 U.S. Ex, Ex." cut into a rock at the site. The tents were dismantled and Hawaiians carried the gear down over the next three days, while Wilkes enjoyed a lomilomi massage. He continued his measurements at lower elevations and left the island on March 5. For all the effort he did not obtain any significant results, attributing gravity discrepancies to "the tides". The Wilkes expedition's camp site's ruins are the only known physical evidence in the Pacific of the U.S. Exploring Expedition. The camp site was listed on the National Register of Historic Places on July 24, 1974, as site 74000295, and is state historic site 10-52-5507. ### Today A summit shelter was built with some of the stones from Wilkes' camp site and mortar in 1934. In 1916 Mokuʻāweoweo was included in Hawaii Volcanoes National Park, and a new trail was built directly from park headquarters at Kīlauea, an even more direct route than the one taken by Wilkes. This trail, arriving at the summit from the east via Red Hill, became the preferred route due to its easier access and gentler slope. The historic ʻAinapō Trail fell into disuse, and was reopened in the 1990s. A third modern route to the summit is from the Saddle Road up to the Mauna Loa Observatory which is at 11,135 feet (3,394 m) elevation a few miles north of Mokuʻāweoweo and the North Pit trail. ## Climate Trade winds blow from east to west across the Hawaiian islands, and the presence of Mauna Loa strongly affects the local climate. At low elevations, the eastern (windward) side of the volcano receives heavy rain; Hilo is the wettest city in Hawaii and the fourth-wettest city in the United States, behind the southeast Alaskan cities of Whittier, Ketchikan and Yakutat. The rainfall supports extensive forestation. The western (leeward) side has a much drier climate. At higher elevations, the amount of precipitation decreases, and skies are very often clear. Very low temperatures mean that precipitation often occurs in the form of snow, and the summit of Mauna Loa is described as a periglacial region, where freezing and thawing play a significant role in shaping the landscape. Mauna Loa has a tropical climate with warm temperatures at lower elevations and cool to cold temperatures higher up year-round. Below is the table for the slope observatory, which is at 11,150 feet (3,400 m) in the alpine zone. The highest recorded temperature was 78 °F (26 °C) and the lowest was 18 °F (−8 °C) on September 26, 1990, and February 20, 1962, respectively. ## Observatories The location of Mauna Loa has made it an important location for atmospheric monitoring by the Global Atmosphere Watch and other scientific observations. The Mauna Loa Solar Observatory (MLSO), located at 11,155 feet (3,400 m) on the northern slope of the mountain, has long been prominent in observations of the Sun. The NOAA Mauna Loa Observatory (MLO) is located close by. From its location well above local human-generated influences, the MLO monitors the global atmosphere, including the greenhouse gas carbon dioxide. Measurements are adjusted to account for local outgassing of CO<sub>2</sub> from the volcano. The Yuan-Tseh Lee Array for Microwave Background Anisotropy (AMiBA) sits at an elevation of 11,155 feet (3,400 m). It was established in October 2006 by the Academia Sinica Institute of Astronomy and Astrophysics (ASIAA) to examine cosmic microwave background radiation. ## See also - HI-SEAS - List of mountain peaks of the United States - List of volcanoes of the United States - List of mountain peaks of Hawaii - List of Ultras of Oceania - List of Ultras of the United States - Olympus Mons – The largest volcano in the Solar System
64,597,937
Union of Bulgaria and Romania
1,161,896,636
Unsuccessful proposed union between Bulgaria and Romania
[ "Bulgaria–Romania relations", "Federalism by country", "Modern history of Bulgaria", "Modern history of Romania", "Political history of Bulgaria", "Political history of Romania", "Proposals in Bulgaria", "Proposals in Romania", "Proposed political unions" ]
Several failed proposals were made during the 19th and 20th centuries to unify Bulgaria and Romania into a common state, under either a federation, a personal union or a confederation. Such ideas found support, especially in Bulgaria, and there were several opportunities to realize them. Proposals usually came from Bulgarians, but it was Romanians who were to hold the leading positions. These proposals ultimately failed because of cultural and political differences between the two peoples and the opposition from great powers like Austria-Hungary and especially Russia. This idea had historical precedents: Bulgarians and Romanians had first lived together under the rule of the First Bulgarian Empire, which extended its power into areas that form part of Romania today; under the Second Bulgarian Empire, established through the cooperation of Bulgarians and Vlachs (Romanians); and under the Ottoman Empire, which defeated the Second Bulgarian Empire and conquered and ruled territories populated by Bulgarians and Romanians for centuries. During the late 18th century, a popular concept emerged in the Balkans: the federalization of the region, aimed at fighting nearby empires and solving conflicts between its peoples. The idea eventually spread in Bulgaria and Romania's predecessors (Moldavia and Wallachia), gaining some support by figures such as Georgi Sava Rakovski. After the establishment of an autonomous Bulgarian principality and the full independence of Romania in 1878, relations between the countries were enhanced and there were several Romanian nominees for the Bulgarian throne. These were King Carol I of Romania and the nobleman Gheorghe G. Bibescu, son of a former Wallachian prince. They were not taken into account in the final selection, and the eventual choice in 1879 was Alexander of Battenberg, a German prince. Although Alexander had good relations with Romania, he was forced to abdicate in 1886 following a period of political turmoil in Bulgaria caused by Russia, which tried to exert its influence over the country. Due to this, Stefan Stambolov, who was politically anti-Russian, became leader of the regents. Stambolov tried again to establish a personal union with Romania, and negotiations were conducted. Carol I would be the head of such a state with either two separate governments or a single, united one. Though Carol I had an interest in becoming ruler of Bulgaria, Russia strongly opposed this. Russia threatened to break off diplomatic relations with Romania and to invade both Romania and Bulgaria, forcing Carol I to abandon the possibility. Afterwards, Ferdinand of Saxe-Coburg and Gotha was elected Prince of Bulgaria in June 1887. New approaches to effect a union were attempted decades later in the communist era, especially by Georgi Dimitrov, but the Soviet Union strongly rejected them. Joseph Stalin, its leader, deemed the proposal unthinkable. A Bulgarian–Romanian union was never established. The disapproval of several great powers, the differences in the Bulgarians' and the Romanians' national goals and the lack of actual interest or even opposition between these peoples, added to the hostile environment of the region in which they lived, prevented it. The idea of the federalization of the Balkans, which had great support in its time, diminished across the region after the conflicts at the beginning of the 20th century that occurred throughout Europe and, later, the violent breakup of Yugoslavia. Despite all this, the European Union, of which Bulgaria and Romania have been members since 2007, puts democratic values and pluralistic visions for European integration on the horizon of the Balkans, which has led to an idea within the academic world that a new federation proposal could emerge in the region as a result of all of this. ## Background The Bulgarians and Romanians lived under a common state on several occasions. In 680 AD, the Bulgars, a Turkic people from the Pontic–Caspian steppes, crossed the Danube and posteriorly established a state in the area, with its capital at Pliska. They assimilated with the Slavic culture brought there a century earlier, which eventually gave rise to the modern Bulgarian people. The First Bulgarian Empire expanded its territory north of the Danube to the Tisza River and, during the 9th century, covered large parts of Romania's present-day territories. There, the Bulgarians strongly enforced Slavic and Christian influences and cultural elements over the Romanians' ancestors. This state was nevertheless defeated by the Byzantine Empire and incorporated into its dominions in 1018. In the 12th century, an attempt to restore the empire, the Uprising of Asen and Peter, ended in the establishment of the Second Bulgarian Empire. Numerous Vlachs (Romanians) participated in this rebellion, especially in its initial phase. They played a decisive role during the creation of the new empire, with its first leaders, the brothers Ivan Asen I, Kaloyan and Peter II, described as Vlachs by contemporaneous sources. Kaloyan was given the title imperator Caloihannes dominus omnium Bulgarorum atque Blachorum ("Emperor Kaloyan, Lord of All Bulgarians and Vlachs") by Patriarch Basil I of Bulgaria and the title Rex Bulgarorum et Blachorum ("King of the Bulgarians and the Vlachs") by Pope Innocent II. Additionally, Moesia, the region where the rebellion began, had a high Vlach population at the time of the revolt. Over time, just like the Turkic Bulgars in the first empire, the Vlachs lost their relevance in governance. Supporters of a Bulgarian–Romanian union looked back to the Second Bulgarian Empire as a common ground between the two, and historians now debate whether its historical heritage is Bulgarian or Romanian. The Turkish Ottoman Empire defeated this state in the late 14th century, and later extended its power over the Romanian principalities of Wallachia (in the 15th century) and Moldavia (in the 16th century). Unlike Bulgaria, these principalities were never directly incorporated as provinces but remained as vassal states. In the late 18th century, the idea of unifying the Balkans under one federation appeared and gained strength. It was promoted as politically necessary, especially after wars and revolutions. One of the earliest proposals came during the 1790s from Rigas Feraios, a Greek with Aromanian origins, who conceived of the establishment of a Greek-ruled united Balkan state that would succeed the Ottoman Empire. The Balkan peoples saw unification as an opportunity to oppose the imperialist policies of the great powers, particularly those of the Habsburg and Ottoman empires, to ensure a more independent and stable development and to resolve the conflicts between the nations of the region. Proposals included uniting the Balkans alone (Balkan Federation) or with other neighboring nations (Danubian Federation), as well as the union of the Balkan Christians or only of the zone's South Slavs. The main advocates were intellectuals, revolutionaries and politicians from both the right and left wings. Some examples are the Romanian diplomat and politician Dimitrie Brătianu, the Romanian lawyer and politician Aurel Popovici and the Bulgarian writer Lyuben Karavelov. A federation, a confederation, a federal monarchic union or a federal republic were contemplated to accomplish this. A personal union was another option as this was a period when monarchies were numerous. The Bulgarians and the Romanians were already familiar with the concept of national unification. Bulgaria, which was established as an Ottoman vassal state after a war in 1878, united with the Ottoman autonomous province of Eastern Rumelia in 1885, remaining in a personal union with it until 1908, when Bulgaria proclaimed its full independence from the Ottoman Empire. Romanians consider the brief union of the principalities of Wallachia, Moldavia and Transylvania of 1600 under Michael the Brave the first Romanian national union. Romania itself was the product of a personal union, that of Wallachia and Moldavia between 1859 and 1862 under Prince Alexandru Ioan Cuza. This state was initially known as the "United Principalities of Moldavia and Wallachia", but it was renamed in 1866 to simply "Romania". ## History ### Initial proposals During the 19th century, the idea of federalization was on the minds of both Romanians and Bulgarians. Romanians wanted to accomplish the independence, liberation and unification of the Romanian nation from the Habsburg (or Austrian or Austro-Hungarian), Russian and Ottoman empires, and some thought of using this idea to achieve these aims. Notable supporters of this were Nicolae Bălcescu, Dimitrie Brătianu, Mihai Eminescu and Aurel Popovici, who either suggested the integration of Romania into a larger Balkan state or the federalization of the Austrian or Austro-Hungarian empires in order to pass down power to the Transylvanian Romanians. Members of the Bulgarian liberation movement had similar goals to the Romanians. They looked at allying or uniting with nearly all of their neighbors, be they Romanians, Serbs, Greeks and even Turks, to accomplish them. A Bulgarian revolutionary, Georgi Sava Rakovski, advocated for unity among the Balkans to liberate themselves from the Ottoman Empire. The uncooperative nationalist attitude of the Greek and Serbian ruling elites disappointed him, and thus, he went to Bucharest in late 1863. After seeing the resistance to control by the Greek Ecumenical Patriarchate of Constantinople (for which measures such as the proclamation of independence of the Romanian Orthodox Church and the establishment of its Holy Synod [ro] were taken) and for independence from the Ottomans that was taking place in the Romanian United Principalities, he began to see the country as a favorable option for the liberation of the Bulgarians. In 1864, in the bilingual newspaper Badushtnost (Viitorulŭ in Romanian from that epoch), Rakovski talked about the relations between Bulgarians and Romanians, emphasizing they had always been full of "brotherly love and union" and that cooperation between the two was necessary. He called for a Bulgarian–Romanian rapprochement "based on equality" and described the Second Bulgarian Empire as a "strong state" in which Bulgarians and Romanians lived together. It is likely Rakovski said this envisioning a reestablishment of the empire. The newspaper set itself the goal of defending the rights of Romanians and Bulgarians against the Ottoman Empire and the Ecumenical Patriarch of Constantinople. It is unclear what Rakovski's exact plans were, but historians have said he supported a "Bulgarian–Vlach dualism" model for unifying the Bulgarians and the Romanians. Dualism refers to a real union between two states, the most famous dual state being Austria-Hungary. Rakovski developed good relations with the Romanian prince, Alexandru Ioan Cuza, but the latter was deposed by a coalition of conservatives and radical liberals known as the "monstrous coalition" in February 1866. As this coup had violated the Ottoman conditions for recognizing Romania's formation, the members of this coalition were concerned about a possible Ottoman military retaliation in favor of the prince, so they searched for allies. One option was Rakovski, but they learned later he was close to the prince, so they allied themselves with a former associate of Rakovski, Ivan Kasabov [bg]. Kasabov proposed that Romania support a Bulgarian rebellion in the Ottoman Empire (since a Bulgarian entity did not yet exist) to divert attention from the coup in Bucharest. One document entitled the Act for Sacred Coalition between Romanians and Bulgarians was drafted for settling this. According to it, a certain Bulgarian revolutionary organization in Bucharest was supposed to organize this rebellion, to lead two other Bulgarian revolutionary organizations in Serbia and the Ottoman Empire and to support them until they had funds of their own. After the Ottoman Empire's defeat, independent states that would unite as one confederation were to be established in the lands of and adjacent to modern-day Bulgaria. However, this document was never signed, the project remained unrealized and the Romanian liberals withdrew from the alliance after Carol I, from the German House of Hohenzollern, became prince of Romania in May 1866. Another suggestion for a union involving Bulgarians and Romanians was that of the Bulgarian writer Lyuben Karavelov. He intended a union of the South Slavs and Romania, Albania and Greece. He presented this in the newspaper Nezavisimost as an "Eastern Federation" composed of three cores: Serbia (including Bosnia and Montenegro), Bulgaria (with the regions of Moesia, Thrace and Macedonia) and Romania, with an Albanian entity and with Constantinople as a free city. Greece could be included as well if it relinquished its efforts to recover former Byzantine lands. Karavelov made partition plans for the Ottoman and Austro-Hungarian territories. It would be a federation modelled after the United States and Switzerland. Another Bulgarian with a proposal was the revolutionary Vasil Levski. He wanted a "Balkan Democratic Republic" composed of Bulgarians, Montenegrins, Romanians and Serbs, all of whom were to be equal to each other. The Bulgarian journalist and poet Hristo Botev supported a South Slavic or Balkan union, being against the proposals of a dual state with the Turks that existed at the time. Regarding Romania, Botev said that its governments "did not particularly love the Slavs" and that Romania was "a product of the Western policy, led by France, which wanted to put a barrier to Eastern Pan-Slavism". Bulgarian unification projects aimed to solve the Bulgarian church [bg] and state questions. They were encouraged by the Russian Empire, the Western powers and other movements (such as anti-Russian Polish nationalist emigrants like Michał Czajkowski). Because of shared opposition to the Ottoman Empire, the Bulgarians and Romanians considered the option of unification several times between the 1860s and 1870s. Still, their overall interests and goals were different. For example, the Bulgarians aimed to obtain a state while the Romanians already had their own, the Bulgarians belonged to the Slavic group while the Romanians identified as Romance and the Bulgarians intended to establish themselves in the Balkans while the Romanians had interests in Central Europe. Furthermore, the Balkan countries' conflicting territorial ambitions hampered cooperation between them, which affected the Bulgarians and their national movement, considered as having developed too late in comparison to others. For example, in the series of Serbian agreements and treaties signed between 1866 and 1868 for an alliance against the Ottomans (known as the First Balkan Alliance), it was suggested that Romania would receive eastern Bulgaria up to a line between Ruse and Varna while Serbia would receive the rest. This proposal was rejected by the Romanian Government, an action that Bulgaria later appreciated. ### Search for a Bulgarian prince As a consequence of the Russo-Turkish War of 1877 and 1878, Bulgaria was established as an autonomous principality under Ottoman control. Its emergence saw the federalist proposals with Romania replaced by the possibility of a personal union as Bulgaria looked for a prince. Some viewed Prince Carol I of Romania as the most suitable person for this. Carol I had gained prestige as commander-in-chief of the Romanian Army in the war (in which Romania had also participated alongside Russia), ending in the country's full independence as determined by the Treaty of Berlin. According to Romanian sources, at the end of the war, Nikolay Pavlovich Ignatyev, the Russian ambassador to the Ottoman Empire, "had whispered to Prince Carol I to assume the liberated Bulgarian land under his control", but this never happened supposedly because of the Romanian–Russian dispute over Southern Bessarabia. This contradicts notes published by Ignatyev himself, which say that Carol I wanted to be elected in Bulgaria and that Prime Minister Ion C. Brătianu supported him in this. Ignatyev said the Romanians' intention was "to establish a personal union between Bulgaria and Romania in order to use the former to their own advantage". Before the election of the first Bulgarian prince began, Carol I was among the proposed nominees. The primary intention of his supporters was to establish a dual Bulgarian–Romanian state. According to the Bulgarian historian Simeon Radev, the United Kingdom supported this idea to counter Russian influence in the region. The Bulgarian politician Marko Balabanov [bg] said that in April 1879, the Englishman William Palgrave was trying to convince him and other Bulgarians of the advantages and importance of a union with Romania. Balabanov responded saying no decision would be made without Russian consent. Austria-Hungary and Russia opposed the idea, probably because of concerns that a new state would become a competitor in the region. Furthermore, the Bulgarian press said the Romanians would hardly defend Bulgarian interests and their national unification. Carol I was not the only Romanian proposed for the Bulgarian throne. The son of the Wallachian prince Gheorghe Bibescu (who ruled between 1843 and 1848), Gheorghe G. Bibescu, who was a naturalized Frenchman, was discussed as a potential candidate as well. Backed by the French politician Léon Gambetta and some Austrian ones, he sent envoys to Bulgaria to propose himself for the throne. Supporters of Bibescu also emerged from the Bulgarian side, including Svetoslav Milarov [bg], who published the newspaper Balgarskiy lev in Veliko Tarnovo (Bulgaria); and Hristo Bachvarov and Dimitar Krastev Popov [bg], authors of the newspaper Balgarin published in Giurgiu (Romania). Both newspapers expressed support for Bibescu to be the new prince of Bulgaria. In fact, the editors of Balgarin published a pamphlet in Vienna (Austria-Hungary) extolling the candidate's high qualities and saying that Bibescu would do the same as his father did in Wallachia: remove the "legacy of the bad Turkish administration and the Phanariot Caimacams". Pro-Bibescu propaganda said he was a descendant of boyars (nobles) from Veliko Tarnovo, the capital of the Second Bulgarian Empire. Bibescu had several opponents, such as the newspaper Maritsa and various Bulgarian politicians. One of them was Petko Karavelov, who said that "Prince Bibescu was not a Bulgarian prince" and that "he would hardly be honored even to be a head of stable of the future Bulgarian prince". In the end, neither Carol I nor Bibescu, both of whose proposed nominations encountered opposition in some way or another, was discussed in the assembly for the election to the Bulgarian throne, and a German prince, Alexander of Battenberg, was elected on 17 April 1879 and approved by the great powers and the Ottoman Sultan. Later, it was proposed that Carol I adopt Alexander to unite the two countries, but the German Empire and Austria-Hungary rejected the idea. ### Bulgarian crisis of 1886–1887 During Alexander's reign, relations between Bulgaria and Romania remained good, reinforced by their opposition to Russian influence. According to Brătianu, who had been in a meeting with Carol I (now King of Romania since 1881) and Alexander in May 1886, the latter suggested the creation of a Balkan confederation in which Carol I would be the head of state and commander-in-chief of the army. The reason for this was because of the negative reactions of Russia and other powers that followed the unification of Bulgaria and Eastern Rumelia in 1885, and the "liberation" of the region of Macedonia from Ottoman rule. Supposedly, this state would have two separate governments but a common military command in case of war. Brătianu communicated this to the Bulgarian diplomat Grigor Nachovich. Bulgaria later denied these claims, although the friendship between Bulgaria and Romania and the desire for a Balkan confederation was confirmed. Between 1886 and 1887, Bulgaria faced a crisis as Russia accused Alexander of opposing it. This effectively divided Bulgaria between Russophobes (supporters of Alexander) and Russophiles (supporters of Russian policies). The crisis began on 9 August 1886, when Russophiles launched a coup that forced Alexander to abdicate, followed shortly after by another coup by Russophobes that restored him as monarch. Russia disapproved of these events, which made Alexander, who did not wish to rule facing Russian hostility, abdicate again on 25 August. Bulgaria, still controlled by Russophobes, had Stefan Stambolov taking power as the regents' leader. Between August 1886 and June 1887, a new search for a prince who could rule Bulgaria began. This made a personal union between Bulgaria and Romania possible again. Around 20 candidates were discussed, including the neighboring monarchs of Romania, Serbia and the Ottoman Empire, as well as Montenegro. Russia and Austria-Hungary disapproved of all of these candidates, fearing that their interests could be affected by the establishment of a large state in the region. The press, politicians and citizens of Bulgaria received the Bulgarian–Romanian union initiative with enthusiasm. It was seen as an opportunity to break Russia's influence in the Balkans decisively. Still, Carol I was not among the leading candidates, although he was more popular than the sovereigns of Bulgaria's other neighbors. The regency, and especially Stambolov, supported initiatives for a Bulgarian–Romanian personal union. Negotiations were held in 1886 to determine how a dual Bulgarian–Romanian state would function. It was agreed that the country would be under the rule of Carol I and that ethnic Romanians would occupy the key positions of its ministry of defense. According to the Romanian historian Alex Mihai Stoenescu, this was supported by Germany, the United Kingdom and even Austria-Hungary at some point, although France stayed on the Russian side. Stoenescu thought this powerful Bulgarian–Romanian state, with control of the western Black Sea, could act as a buffer state, which, added to some other factors, could have even prevented World War I. The regents hoped a union between Bulgaria and Romania would solve the crisis and be the first step towards a strongly anti-Russian wider Balkan confederation. Due to the great presence nationalism had in the Balkans during this epoch, this view is regarded as questionable by some historians. The regents turned to the British diplomat in Bulgaria, Frank Lascelles, since the United Kingdom vehemently defended the country's anti-Russian policies. He recommended them to abandon the idea since Carol I, being king of an independent country, would not accept the vassal status the title of Prince of Bulgaria still had towards the Ottoman Empire until 1908, when Bulgaria gained its independence. Stambolov began a new series of negotiations in October 1886 for a Bulgarian–Romanian confederation, this time with a single government; these extended into May 1887. Meanwhile, Russian actions in the two countries continued. On 4 September, there was an unsuccessful assassination attempt against Brătianu. It is thought that Russia could have been involved, since it happened shortly after the political events in Bulgaria. This prompted an aggressive response from the Romanian population, which began attacking newspaper editorial offices considered "Russian agents". As for Bulgaria, in November 1886, Russia broke relations with it until 1896. Throughout the crisis, Romania adopted a neutral position because of the intensification of the great powers' struggle for influence in Bulgaria. It offered Alexander asylum but also allowed Russophiles behind the coup to enter the country. In late 1886, Carol I recommended that Bulgaria reconcile with Russia and choose a Bulgarian native as prince. According to Radev, Carol I was careful about his movements towards Bulgaria so as not to become a direct opponent of Russia. There was a chance the Romanians would oppose a union because of fear of Bulgarian influence on Romanian politics. Furthermore, a Romanian government minister whose identity was never revealed allegedly stated that a union could jeopardize Romanian control over Northern Dobruja, a region with a significant Bulgarian ethnic minority. Following the Ottoman Sultan's rejection of a proposed Bulgarian–Turkish dual state after a new search for candidates to the throne in early 1887 started, the regents again turned towards Romania in February 1887. They first made another union proposal to the Romanian consul in Ruse and, on 27 February, Stambolov went to the Romanian embassy in Sofia and said he wanted to see Carol I as ruler of Bulgaria. However, Stambolov never made an official request as he thought the King of Romania would reject it for fear of offending the Triple Alliance. This was a secret alliance between Germany, Austria-Hungary and Italy, formed in 1882, which Romania had joined a year later. Russia's influence in the Balkan states further weakened after the Romanian political activist Zamfir Arbore published evidence for Russian espionage activity in Romania, which provoked outrage among other great powers. After all of these events, Russia, which saw the possibility of the Romanian monarch taking the Bulgarian throne as a violation of the Treaty of Berlin, threatened on 10 June 1887 to break diplomatic relations with Romania. Carol I contacted German and Austro-Hungarian representatives, who informed him that Russia would invade Bulgaria and Romania if he accepted the Bulgarian crown at some point. Therefore, Carol I, despite his interest in a union with Bulgaria, informed Russia on 15 June that he would not accept a Bulgarian–Romanian state without Russian consent, thus ending the union project. In the end, Ferdinand of Saxe-Coburg and Gotha, who came from a German-speaking dynasty related to most European ruling houses at the time, was elected Prince of Bulgaria as Ferdinand I on 25 June 1887. This did not end the matter in Romania. On 16 July, in its 12th issue, the Romanian newspaper Sentinela published the article Unirea Bulgariei cu România în persoana Regelui Carol I ("The union of Bulgaria with Romania in person of King Carol I") about the Bulgarian idea of a dual state. ### Communist period The next and last time that a potential union involving Bulgaria and Romania was seriously considered was during the beginning of the communist period of their history. Bulgaria was officially a socialist state between 1946 and 1990, while Romania was officially one between 1947 and 1989. Since their appearance in the late 19th century, Balkan socialists had been particularly interested in the concept of a Balkan federation. Notable figures that supported this included several Bulgarian (Dimitar Blagoev, Christian Rakovsky, Yanko Sakazov) and Romanian (Constantin Dobrogeanu-Gherea) socialist leaders. Socialists saw unification as a potential solution to imperialism and nationalism in and over the Balkan countries and as an opportunity to begin a transition from capitalism to socialism in the region. Outside a socialist context, Balkan federal ideas had remained with some support for a few decades, but they lost much of it due to the outcome of the Balkan Wars and World War I, conflicts which divided the Balkans, including Bulgaria and Romania, into "winner" and "loser" countries. During them, Bulgaria and Romania had been in conflict in 1913, in the brief Second Balkan War in which Romania joined against Bulgaria and took Southern Dobruja; and between 1916 and 1918, when they fought on opposite sides during World War I, although there were no territorial changes between them this time. These conflicts rendered any union proposal with the participation of both Bulgaria and Romania nearly impossible for years, with socialists remaining as some of the few people who continued to support similar ideas. Relations in the Balkans nevertheless began to improve after the war due to several events (such as the signing of the Kellogg–Briand Pact or the Great Depression), and, during the 1930s, conferences and the creation of the Balkan Entente in 1934 between Romania, Yugoslavia, Greece and Turkey reactivated the federation idea in the Balkans. Some non-socialist intellectuals and politicians, specially left-wing ones, continued to want Bulgarians and Romanians to establish a larger and more powerful state with other ones. For example, in 1936, the Romanian historian Victor Papacostea [ro] proposed a confederation under Romanian leadership that he called "Balkania" designed to solve regional conflicts. However, the only advances on the topic of a union in the Balkans were made under communist rule. It is in this period when Yugoslavia, which was a kingdom, became a socialist federal republic in 1945. Negotiations began between Yugoslavia and Bulgaria in late 1944 and early 1945 to establish a South Slavic federation. Albania and Romania were sometimes seen as countries that could eventually be influenced and included into a larger Balkan communist federation. However, the negotiations failed because of disputes over the region of Macedonia and discrepancies in the status of Bulgaria with respect to Yugoslavia. Negotiations between both began again in 1947 and early 1948, when a Balkan or Balkan–Danubian federation was proposed with the possibility of Romanian participation. The pro-Soviet and pro-communist governments established in Bulgaria and Romania at the end of World War II somewhat improved the previously damaged relations between the two. In fact, when the war was still happening, Bulgaria recovered Southern Dobruja following the signing of the Treaty of Craiova, done under Nazi German pressure. When World War II ended, both countries were diplomatically isolated, subordinated to the Soviet Union and occupied by its army. The Soviet Union considered Romania as being in an "inferior" situation. This was probably due to the bad relations that Romania and the Soviet Union had during the interwar period and to the important Romanian contribution to the Nazi German invasion of the Soviet Union between 1941 and 1944. In comparison, during the war, Bulgaria had kept its army in the Balkans, avoiding any participation in the Eastern Front and limiting itself to collaborative operations on Axis-occupied lands in the Balkans. From the Soviet perspective, the priorities of the Bulgarians were more important, and their country was seen as an opportunity to expand Soviet interests over Romania, Greece and Turkey. This gave Bulgaria a "protagonist" role in the Balkans. Between Bulgaria and Romania, even if there continued to be national and political differences, the subject of federation was still active. In an interview with the Romanian journalist Gheorghe Zaharia in November 1946, the Bulgarian Prime Minister Georgi Dimitrov, who now ruled over a formal people's republic after a falsified September 1946 referendum, said Romania could join a possible future Balkan federation. This statement provoked the revocation of the initial permission given for Zaharia to publish the interview in the newspaper Scînteia since it angered Gheorghe Gheorghiu-Dej, leader of the Romanian Communist Party (PCR). The reason for this reaction was probably the desire not to irritate the Soviet Union. On 12 July 1947, a meeting in Sofia between Bulgarian and Romanian governmental officials was organized. The leaders of both countries, Dimitrov (Bulgaria) and Petru Groza (Romania), discussed a rapprochement, with Groza saying "these Chinese walls" (referring to the borders) had to be torn down to "get to know the neighboring peoples better", perhaps subtly suggesting a union. During the meeting, Gheorghe Tătărescu, then Romania's Minister of Foreign Affairs, said "Nothing separates us anymore. We have no contrary interest and I see only one policy: of collaboration and understanding". Romania's diplomatic and political situation worsened after the abdication of its king, Michael I, on 30 December 1947, day in which the Romanian People's Republic was declared. Romania was now even more isolated and institutionally incompetent than before. Under these circumstances, Bulgarian influence over Romania increased, and Romanian communists started to study and even imitate the Bulgarian communist regime. The Romanian Communist Party press began to idealize the Bulgarian leader, mention Bulgarian achievements and talk about the benefits that a union between the two could bring. However, during this period, there were no proposals or suggestions of a union from any Romanian official. On 15 and 16 January 1948, during Dimitrov's visit to Bucharest, the Bulgarian–Romanian Treaty of Friendship, Cooperation and Mutual Assistance was signed. The actual motivation behind this treaty could have been the hope for a Bulgarian–Romanian union. While on his visit, Dimitrov wanted to speak to the Romanian lawyer and journalist Petre Pandrea [ro]. Pandrea, a relative of the communist activist Lucrețiu Pătrășcanu, felt Romania should advocate for neutrality, with Switzerland being the example to follow and thus supporting the concept of "Helvetization". Dimitrov supported the application of his ideas to all of the Balkans and later spoke the German-language phrase Dreimal Schweiz! ("three times Switzerland!"). Pandrea was later convicted of being involved in a plot to attempt "the Helvetization of Romania" in 1959. Once imprisoned, he said that what Dimitrov meant was the incorporation of the concept of neutrality in Romania, Bulgaria and Yugoslavia. According to the Bulgarian historian Blagovest Nyagulov, this can also be interpreted as the subsequent federalization of the three countries following the Swiss model. When Dimitrov returned from Bucharest, he gave a press conference during which he proposed a Balkan and Danubian confederation, including Bulgaria and Romania, which Poland and Czechoslovakia could later join. The leader of the Soviet Union, Joseph Stalin, called this statement harmful to Moscow. The newspaper Pravda criticized Dimitrov's words on 18 January and on 10 February. Later, a meeting was organized with Bulgarian, Soviet and Yugoslav representatives during which Dimitrov said, likely insincerely, that his statements were "harmful and wrong" and that he would not repeat them. The reason for this Soviet reaction was probably to ensure control over its satellite states and because Dimitrov's proposal could serve the United States' opposition to the emerging Eastern Bloc. Stalin precluded and was against the possibility of a federation between Bulgaria and Romania or the improvement of relations between the two. According to him, a union between the two countries was "unthinkable" and "stupid" since there were not "any Bulgarian–Romanian historical ties", repeating the Russian opposition to a Bulgarian–Romanian union once again. In the end, any attempt at a federation involving Bulgaria and Romania died out. Soviet influence over Romania increased significantly in late 1947 and early 1948, and the Tito–Stalin split later in 1948 forced Bulgaria and Yugoslavia to renounce a potential South Slavic federation. ## Conclusion ### Failure Over time, the idea of federalizing the Balkans faded. The Balkan Wars and World War I overshadowed the possibility and fueled nationalism and geopolitical conflicts. The main achievement of the Balkan federalist movements was the federation implemented in socialist Yugoslavia. However, the dissolution of this state in the 1990s was violent and dramatic, making a pan-Balkan federation even less popular and reinforcing the idea of culturally and ethnically homogeneous nation states. Problems regarding the idea of federation also arose between Bulgaria and Romania. Although both countries shared Orthodox Christianity, strong economic and cultural ties and a desire for independence from the Ottomans, nationalism and the intervention of external powers poisoned the friendship between them. Shortly before World War II, they were filled with ethnic and territorial hostilities. During the communist era, although their relations improved, Bulgaria and Romania followed different foreign policies, as the former was loyal to the Soviet Union while the latter sought greater autonomy from it. According to Nyagulov, there are several reasons a Bulgarian–Romanian union failed to materialize. Unionist proposals always came from the Bulgarian side, since Romania would give Bulgaria certain political advantages. However, their national priorities were not the same. The Bulgarians focused on the Balkans, while the Romanians focused on Central Europe. Furthermore, these projects were launched in an attempt to be liberated and independent and not because of any real interest in each other, and the model of a nation state and territorial claims over other countries, which were not unusual in the region, made a possible acceptance of a union proposal more difficult. Another important reason was the strong opposition from the great powers to a Bulgarian–Romanian union that occurred on several occasions, such as in 1878 and 1879, when Austria-Hungary and Russia objected to the nomination of Romanian candidates for the Bulgarian throne; in 1886 and 1887, when the same countries opposed the election of a monarch from Bulgaria's neighbors and Russia threatened to invade Bulgaria and Romania if the Romanian monarch tried to take the Bulgarian crown; and in 1947 and 1948, when Romania rejected any federative proposal with any other country to avoid Soviet disapproval and the Bulgarian leader was recriminated for his federative ideas. This fierce opposition, especially from Russia (or the Soviet Union), was probably because of a fear of a strong and influential state that could compete against the great powers, following the "divide and rule" principle. Even without external influence, some Bulgarians and Romanians opposed a possible union. After the fall of the communist regimes in 1989, old and new disagreements emerged between Bulgaria and Romania. Nevertheless, the accession of both countries to the European Union in 2007 has strengthened their relations and cooperation between them. For example, in 2011, Bulgarian Prime Minister Boyko Borisov proposed buying jointly fighter aircraft with Romania, Turkey and Croatia. Nickolay Mladenov, the Bulgarian Minister of Foreign Affairs, went a step further by proposing to unify Bulgaria's air and naval forces with those of Romania. Many politicians and military experts have made similar suggestions because doing so would make maintenance of aircraft and pilot training cheaper. The efforts to effect European integration in the Balkans have provoked comments on a possible federation once again. The European Union and its democratic values impose common visions for the development of its various societies, which could also include a future federation proposal on the region according to Nyagulov. ### Comparison The following is a comparison between modern-day Bulgaria and Romania, based on recent years rather than the 19th and 20th centuries for convenience and data accessibility. Demographic data has been taken from each country's 2011 census, while economic, geographic and military data originates from the information available on 30 March 2021 on CIA's reference resource The World Factbook. ## See also - Bulgaria–Romania relations - Greek–Yugoslav confederation - Union of Hungary and Romania - Intermarium - List of proposed state mergers
1,182,803
Arthur Blackburn
1,158,717,026
Australian lawyer and recipient of the Victoria Cross
[ "1892 births", "1960 deaths", "Adelaide Law School alumni", "Australian Army personnel of World War II", "Australian Battle of the Somme recipients of the Victoria Cross", "Australian Commanders of the Order of the British Empire", "Australian Companions of the Order of St Michael and St George", "Australian Freemasons", "Australian World War I recipients of the Victoria Cross", "Australian brigadiers", "Australian coroners", "Australian prisoners of war", "Blackburn family", "Burials at West Terrace Cemetery", "Lawyers from Adelaide", "Military personnel from South Australia", "People educated at St Peter's College, Adelaide", "World War II prisoners of war held by Japan" ]
Brigadier Arthur Seaforth Blackburn, (25 November 1892 – 24 November 1960) was an Australian soldier, lawyer, politician, and recipient of the Victoria Cross (VC), the highest award for valour in battle that could be awarded to a member of the Australian armed forces at the time. A lawyer and part-time soldier prior to the outbreak of World War I, Blackburn enlisted in the Australian Imperial Force in August 1914, and was assigned to the 10th Battalion. His unit landed at Anzac Cove, Gallipoli, on April 25, 1915, and he and another scout were credited with advancing the furthest inland on the day of the landing. Blackburn was later commissioned and, along with his battalion, spent the rest of the Gallipoli campaign fighting Ottoman forces. The 10th Battalion was withdrawn from Gallipoli in November 1915, and after re-organising and training in Egypt, sailed for the Western Front in late March 1916. It saw its first real fighting in France on 23 July during the Battle of Pozières, part of the Battle of the Somme. It was during this battle that Blackburn's actions resulted in a recommendation for his award of the VC. Commanding 50 men, he led four separate sorties to drive the Germans from a strong point using hand grenades, capturing 370 yards (340 m) of trench. He was the first member of his battalion to be awarded the VC during World War I, and the first South Australian to receive the VC. He also fought in the Battle of Mouquet Farm in August, before being evacuated to the United Kingdom and then Australia suffering from illness. He was medically discharged in early 1917. Blackburn returned to legal practice and pursued a military career during the interwar period, and served as a member of the South Australian parliament in 1918–1921. He led the Returned Sailors' and Soldiers' Imperial League of Australia in South Australia for several years, and was appointed the coroner for the city of Adelaide, South Australia. After the outbreak of World War II, Blackburn was appointed to command the 2/3rd Machine Gun Battalion of the Second Australian Imperial Force, and led it during the Syria–Lebanon Campaign against the Vichy French in 1941, during which he personally accepted the surrender of Damascus. In early 1942, his battalion was withdrawn from the Middle East and played a role in the defence of Java in the Dutch East Indies from the Japanese. Captured, Blackburn spent the rest of the war as a prisoner-of-war. After he was liberated in 1945, he returned to Australia and was made a Commander of the Order of the British Empire (CBE) for his services on Java in 1942. Following the war, Blackburn was appointed as a conciliation commissioner of the Commonwealth Court of Conciliation and Arbitration until 1955 and in that year was made a Companion of the Order of St Michael and St George (CMG) for his services to the community. He died in 1960 and was buried with full military honours in the Australian Imperial Force section of the West Terrace Cemetery, Adelaide. His Victoria Cross and other medals are displayed in the Hall of Valour at the Australian War Memorial. ## Early life Arthur Seaforth Blackburn was born on 25 November 1892 at Woodville, Colony of South Australia. He was the youngest child of Thomas Blackburn, an Anglican canon and entomologist, and his second wife, Margaret Harriette Stewart, née Browne. Arthur was initially educated at Pulteney Grammar School. His mother died in 1904 at the age of 40. In 1906, he entered St Peter's College, Adelaide, and this was followed by studies at the University of Adelaide, where he completed a Bachelor of Laws in 1913, after being articled to C. B. Hardy. During Blackburn's term as his articled clerk, on one occasion Hardy was assaulted by two men on the street, and despite his slight build, Blackburn intervened and chased them away. In 1911, compulsory military training had been introduced, and Arthur had joined the South Australian Scottish Regiment of the Citizen Military Forces (CMF). He was called to the bar on 13 December 1913. His half-brother, Charles Blackburn, became a prominent Sydney doctor, served in the Australian Army Medical Corps in World War I, and later became a long-serving Chancellor of the University of Sydney. Their father died in 1912. At the outbreak of World War I, Arthur was practising as a solicitor in Adelaide with the firm of Nesbit and Nesbit, and was still serving in the CMF. ## World War I ### Gallipoli On 19 August 1914, aged 21, Blackburn enlisted as a private in the Australian Imperial Force (AIF) and was assigned to the 10th Battalion, 3rd Brigade, 1st Division. The 10th Battalion underwent initial training at Morphettville in Adelaide, South Australia, before embarking on SS Ascanius at nearby Outer Harbor on 20 October. Sailing via Fremantle and Colombo in Ceylon, the ship arrived at Alexandria, Egypt, on 6 December. The troops went into camp near Cairo. They trained there until 28 February 1915, when they moved to Alexandria. They embarked on SS Ionian on 1 March and a few days later arrived at the port of Mudros on the Greek island of Lemnos in the northeastern Aegean Sea, where they remained aboard for the next seven weeks. The 3rd Brigade was chosen as the covering force for the landing at Anzac Cove, Gallipoli, on 25 April, which marked the commencement of the Gallipoli campaign. The brigade embarked on the battleship HMS Prince of Wales and the destroyer HMS Foxhound, and after transferring to strings of rowing-boats initially towed by steam pinnaces, the battalion began rowing ashore at about 04:30. Blackburn was one of the battalion scouts, and among the first ashore. Australia's World War I official war historian, Charles Bean, noted there was strong evidence that Blackburn, along with Lance Corporal Philip Robin, probably made it further inland on the day of the landing than any other Australian soldiers whose movements are known, some 1,800–2,000 yards (1,600–1,800 m). The 3rd Brigade covering force fell well short of its ultimate objective, the crest of a feature later known as "Scrubby Knoll", part of "Third (or Gun) Ridge", but Blackburn and Robin, who were sent ahead as scouts, got beyond it. Robin was killed in action three days after the landing. Later in life, Blackburn was modest and retiring about his and Robin's achievement, stating that it was "an absolute mystery" how they had survived, given the range at which they were being shot at and the men who were shot around them. Blackburn participated in heavy fighting at the landing; by 30 April, the 10th Battalion had suffered 466 killed and wounded. He was soon promoted to lance corporal, and was placed in charge of the unit post office for one month shortly after his promotion. He was involved in subsequent trench warfare defending the beachhead, including the Turkish counter-attack of 19 May. He was commissioned as a second lieutenant on 4 August, and appointed as a platoon commander in A Company. Blackburn served at the front for the rest of the campaign, until the 10th Battalion was withdrawn to Lemnos in November, and subsequently back to Egypt. The battalion suffered over 700 casualties during the campaign, including 207 dead. The unit underwent re-organisation in Egypt, and on 20 February 1916, Blackburn was promoted to lieutenant. In early March, he was hospitalised for two weeks with neurasthenia. The battalion sailed for France in late March, arriving in early April. By this time, Blackburn was posted to a platoon in D Company. ### Western Front Blackburn went on leave in France from 29 April to 7 May. The 10th Battalion entered the fighting on the Western Front in June, initially in the quiet Armentières sector of the front line. While in this area, Blackburn was selected as a member of a special raiding party led by Captain Bill McCann. In the early hours of 23 July, the 10th Battalion was committed to its first significant action on the Western Front during the Battle of Pozières, part of the Battle of the Somme. Initially, A Company under McCann were sent forward to assist the 9th Battalion, which was involved in a bomb (hand grenade) fight over the O. G. 1 trench system. Held up by heavy machine gun fire and bombs, McCann, who had been wounded in the head, reported to the commanding officer (CO) of the 9th Battalion, Lieutenant Colonel James Robertson, that more help was needed. About 05:30, a detachment of 50 men based on 16 Platoon, D Company, 10th Battalion, was then sent forward under Blackburn to drive the Germans out of a section of trench. Blackburn, finding that A Company had suffered heavy casualties, immediately led his men in rushing a barricade across the trench. Breaking it down, and using bombs, they pushed the Germans back. Beyond this point, preceding artillery bombardments had almost obliterated the trench, and forward movement was exposed to heavy machine gun fire. Blackburn, along with a group of four men, crawled forward to establish the source of the German machine gun fire, but all four of the men were killed, so he returned to his detachment. He went back to Robertson, who arranged support from trench mortars. Under the cover of this fire, Blackburn again went forward with some of his men, but another four were killed by machine gun fire. Another report to Robertson resulted in artillery support, and Blackburn was able to push forward another 30 yards (27 m) before being held up again, this time by German bombers. Under cover from friendly bombers, Blackburn and a sergeant crawled forward to reconnoitre, establishing that the Germans were holding a trench that ran at right angles to the one they were in. Blackburn then led his troops in the clearing of this trench, which was about 120 yards (110 m) long. During this fighting, four more men were killed, including the sergeant, but Blackburn and the remaining men were able to secure the trench and consolidate. Having captured the trench, Blackburn made another attempt to capture the strong point that was the source of the machine gun fire, but lost another five men. He, therefore, decided to hold the trench, which he did until 14:00, when he was relieved. By this time, forty of the seventy men that had been under his command during the day had been killed or wounded. Sometime that night, Blackburn took over command of D Company, but was relieved the following morning. For his actions, Blackburn was recommended for the award of the Victoria Cross (VC), the highest award for gallantry in battle that could be awarded to a member of the Australian armed forces at the time. Describing his actions in a letter to a friend, the normally retiring Blackburn said it was, "the biggest bastard of a job I have ever struck". In recommending him for the VC, his commanding officer, Lieutenant Colonel Stanley Price Weir, observed, "Matters looked anything but cheerful for Lieutenant Blackburn and his men, but Blackburn lost neither his heart nor his head". The 10th Battalion was relieved from its positions at Pozières in the late evening of 25 July, having suffered 327 casualties in three days. Blackburn was temporarily promoted to the rank of captain on 1 August, due to the heavy losses. The battalion spent the next three weeks in rest areas, but returned to the fighting during the Battle of Mouquet Farm on 19–23 August, incurring another 335 casualties from the 620 that were committed to the fighting. Following this battle, the 10th Battalion went into rest camp in Belgium, and on 8 September, Blackburn reported sick with pleurisy and was evacuated to the 3rd London General Hospital. He relinquished his temporary rank upon evacuation, and was placed on the seconded list. Blackburn's VC citation was published on 9 September, and read: > For most conspicuous bravery. He was directed with fifty men to drive the enemy from a strong point. By dogged determination he eventually captured their trench after personally leading four separate parties of bombers against it, many of whom became casualties. In the face of fierce opposition he captured 250 yards of trench. Then, after crawling forward with a Serjeant to reconnoitre, he returned, attacked and seized another 120 yards of trench, establishing communication with the battalion on his left. Blackburn was the first member of the 10th Battalion and first South Australian to be awarded the VC, and his VC was earned in the costliest battle in Australian history. He was discharged from hospital on 30 September, and attended an investiture at Buckingham Palace on 4 October to receive his VC from King George V. The same day, McCann received the Military Cross for his own actions at Pozières that immediately preceded those of Blackburn. Blackburn embarked at Southampton for Australia aboard the hospital ship Karoola on 16 October for six months' rest, arriving home via Melbourne on 3 December. The train he arrived on was met by the state premier, Crawford Vaughan, but he declined to speak to the assembled crowd about his exploits. The following day he was fêted by the staff and students of St Peter's College. He married Rose Ada Kelly at the St Peter's College chapel on 22 March 1917; they had two sons and two daughters. Their sons were Richard and Robert; Richard also became a lawyer and eventually became an eminent jurist, chief justice of the Supreme Court of the Australian Capital Territory and chancellor of the Australian National University. His daughter Margaret married Jim Forbes, who became a long-serving federal government minister, and his other daughter Rosemary became a literary editor, author, and adviser to the South Australian government on women's affairs. Blackburn was discharged from the AIF on medical grounds on 10 April 1917, as he was classified as too ill to return to the fighting. He was awarded an invalid soldier's pension. In addition to his VC, Blackburn also received the 1914–15 Star, British War Medal and Victory Medal for his service in World War I. His brothers Harry and John also served in the AIF during the war. ## Between the wars Blackburn returned to legal practice in early 1917, becoming a principal lawyer for the firm of Fenn and Hardy. In May 1917, Blackburn was elected as one of five vice-presidents of the Returned Soldiers' Association (RSA) in South Australia, which was led by the first commanding officer of the 10th Battalion, Weir. On 12 September, Blackburn was elected state president of the RSA. He was involved in the 1917 Australian conscription referendum campaign, advocating in favour of conscription. As RSA president, he was involved in advocating for returned soldiers, and navigated a contentious period in the organisation's history. He also led the fundraising for a soldiers' memorial to be built in Adelaide. In January 1918, he was re-elected unopposed as president. Despite his push for the RSA to remain independent of politics, in early April 1918, Blackburn successfully contested the three-member South Australian House of Assembly seat of Sturt as a National Party candidate, and on 6 April he was elected first of the three with 19.2 per cent of the vote. As a parliamentarian, Blackburn's speeches were generally about issues affecting those still serving overseas, as well as returned soldiers. A notable exception was his successful motion in favour of a profit-sharing system for industrial employees. He advocated several radical ideas in his time as a parliamentarian, including removing all single men from the state public service so they would be free to enlist. He was also criticised in Parliament for not paying due attention to important legislation regarding ex-soldiers. This criticism even extended to attacks from another AIF man, Bill Denny, from the opposition Australian Labor Party (ALP). According to his biographer Andrew Faulkner, his time in Parliament showed Blackburn to be a man of few words, but his words were chosen well and delivered with authority. On 29 August 1918, he was appointed a justice of the peace, and in November, he became a Freemason with the St Peter's Collegiate Lodge. In July 1919, the Returned Sailors' and Soldiers' Imperial League of Australia (RSSILA), which had succeeded the RSA, held its annual congress in Adelaide. Among the motions that Blackburn moved was one calling on the federal government to ensure that a suitable headstone was erected over the grave of every sailor and soldier killed during the war. He also railed against delays in the deferred pay of dead soldiers being paid to their widows. In January 1920, Blackburn was re-elected as state president of the RSSILA, although this was the first time he was opposed for the post, and he only won narrowly. By this time he had built the state branch of the organisation to 17,000 members. During that year, he hosted visits by two notables; Field Marshal William Birdwood, and the Prince of Wales, who later became King Edward VIII. In accordance with normal procedures, while serving in the AIF, Blackburn had been appointed an honorary lieutenant in the CMF on 20 February 1916 on the Reserve of Officers List. This appointment was made substantive on 1 October 1920, still on the Reserve of Officers List. Continuing to practise law while a member of Parliament made for a heavy workload, and Blackburn did not seek re-election in 1921. In the same year he relinquished his role as state president of RSSILA, but he continued to be a fierce advocate for returned soldiers. On 30 October 1925, Blackburn was transferred as a lieutenant from the Reserve of Officers List to the part-time 43rd Battalion of the CMF. In the same year, along with McCann, he formed the legal firm Blackburn and McCann, continuing the association they had during the fighting at Pozières. On 21 February 1927, Blackburn was promoted to captain, still serving with the 43rd Battalion. In early 1928, Blackburn became a foundation member of the Legacy Club of Adelaide, established to assist the dependents of deceased ex-servicemen; he later became its second president. In this role, he created a Junior Legacy Club for teenage sons of men who had died, which conducted activities such as camps and sports. Blackburn was transferred from the 43rd Battalion to the 23rd Light Horse Regiment on 1 July 1928. In September and October 1928, Blackburn helped raise a volunteer force which was used to protect non-union labour in an industrial dispute on the wharves at Port Adelaide and Outer Harbor. Initially called the "Essential Services Maintenance Volunteers" (ESMV) then the "Citizen's Defence Brigade", the men of this organisation, armed with government-issued rifles and bayonets, were deployed by the South Australia Police to intervene in the dispute between union and non-union labour on the docks. There was no fighting between the force and the strikers, and the dispute was resolved by early October. Following the amalgamation of light horse regiments, Blackburn was transferred to the 18th/23rd Light Horse Regiment on 1 July 1930, and to the 18th Light Horse (Machine Gun) Regiment on 1 October of the same year. In 1933, Blackburn became the coroner of the city of Adelaide, a position he held for fourteen years, with leave of absence during his World War II service. In this role, he was criticised for refusing to offer public explanations for his decisions not to hold inquests; it was criticism he ignored. The ALP attacked Blackburn's decision-making as coroner, according to Faulkner, this was probably influenced by his involvement with the ESMV in 1928 and his alignment with conservative politics. They were joined by the editor of The News, who ran several editorials criticising Blackburn. In his role, Blackburn often dealt with deaths of returned soldiers, and murders committed by them. On 6 May 1935, Blackburn was awarded the King George V Silver Jubilee Medal. He was promoted to major on 15 January 1937, still with the same regiment, and in the same year was awarded the King George VI Coronation Medal. On 1 July 1939, a few months before the outbreak of World War II, he was promoted to lieutenant colonel and appointed to command the 18th Light Horse (Machine Gun) Regiment. ## World War II Blackburn stopped practising law in 1940, and on 20 June was appointed to raise and command the 2/3rd Machine Gun Battalion, part of the Second Australian Imperial Force raised for service overseas during World War II. He was one of only three Australian World War I VC recipients to volunteer for overseas service in World War II. Eleven of the officers selected by Blackburn for his new unit were former officers of the 18th Light Horse (Machine Gun) Regiment, including the battalion second-in-command, Major Sid Reed, who was to prove valuable in moderating Blackburn's temper at times. The unit was raised in four different states; headquarters and A Company in South Australia, B Company in Victoria, C Company in Tasmania and D Company in Western Australia. It concentrated in Adelaide on 31 October, after which Blackburn moulded the separately raised companies into one organisation. Multi-day route marches featured strongly in their training; Blackburn invariably marched at the front of his battalion. After undergoing training, the battalion entrained for Sydney where it embarked on SS Ile de France on 10 April 1941. The battalion sailed for the Middle East via Colombo, where they had ten days' leave, and disembarked in Egypt on 14 May. Upon arrival, the battalion was assigned to the 7th Division in Palestine, where it underwent further training at a camp just north of Gaza. ### Syria–Lebanon campaign In mid-June, the battalion was committed to the Syria–Lebanon campaign against the Vichy French in the French Mandate for Syria and the Lebanon. Due to the involvement of Vichy French and Free French troops on opposite sides, the campaign was politically sensitive and as a result of heavy censorship not widely reported in Australia at the time; the nature of the fighting, where it was reported, was also played down as the Vichy forces outnumbered the Allies and were also better equipped. The Allied plan involved four axes of attack, with the 7th Division committed mainly to the coastal drive on Beirut in Lebanon and the central thrusts towards Damascus in Syria. Blackburn initially divided his time between divisional headquarters in Palestine and the front, while three companies of the 2/3rd, along with a battery of anti-tank guns, were the only divisional reserve. The 2/3rd were fully committed on 15 June, when the commander of I Corps, the Australian Major General John Lavarack, committed the divisional reserve to secure a bridge across the Jordan River and thwart a major Vichy French counter-stroke that threatened to derail the campaign. This involved a blacked-out night-time drive of 28 miles (45 km) at relatively high speed over rough and treacherous roads to the bridge; Blackburn drove in advance of his force. On arrival, he was ordered to detach one of his companies north to block the road from Metulla. Blackburn then led A Company on another 19-mile (30 km) drive before returning to check on the dispositions of his remaining troops at the bridge, near which he established his headquarters. Also on the 15th, D Company was detached from the battalion to support the coastal advance, and remained so throughout the campaign. During the day a British staff officer arrived and directed Blackburn to send a company, two anti-tank guns and two armoured cars loaded with ammunition to Quneitra, which Blackburn understood to have surrendered to the Vichy French. Blackburn baulked at this further splitting of his force, but when the order was confirmed by higher headquarters, early on 16 June he sent the scratch force of around 200 men north. The force took up positions on a ridge overlooking the town, but soon gathered intelligence that 1,500 Vichy French were holding the town, supported by numerous tanks and armoured cars. Blackburn, very concerned about his vanguard, decided to go forward to the ridge himself to check on dispositions. In the meantime, the company commander in that location tried to coax the Vichy French tanks to within range of his anti-tank guns, to no avail. Prior to Blackburn's arrival, a British battery of Ordnance QF 25-pounder field guns arrived. In a further effort to draw out the Vichy French, Blackburn personally drove his staff car forward and round in circles in an exposed position, but again the Vichy French did not take the bait. Late in the day, a battalion of British infantry arrived and, under covering fire from the machine gunners, attacked and captured the town; the 25-pounders knocked out three Vichy French armoured cars. Blackburn's advance force had made a significant contribution to stopping the Vichy French counter-stroke. Blackburn's area of responsibility was briefly expanded to include all the routes east of the Jordan as far as Quneitra. To cover this he was allocated squadrons of light tanks and Bren carriers, as well as a British dressing station to handle casualties. On 19 June his force was ordered forward towards Damascus. This involved a 25-mile (40 km) drive to Sheikh Meskine then a 50-mile (80 km) journey north, which took nearly two days due to the state of the roads. Meanwhile, Blackburn was recalled to Rosh Pinna in Palestine to receive orders from the commander of the Damascus front, Major General John Fullerton Evetts of the British 6th Infantry Division, who directed him to assist the "weary and disheartened" Free French forward to Damascus. To achieve this task, his force was trimmed to a reinforced company of the 2/3rd and five anti-tank guns, totalling around 400 men. Blackburn arrived at Free French headquarters on 20 June, where he was told that their attack had faltered about 9.3 miles (15 km) south of Damascus. On the left flank of the Free French force was the Australian 2/3rd Infantry Battalion, attacking from the southwest towards the town of Mezze to the west of Damascus. The planned Free French attack was scheduled to go forward at 17:00, but they did not move. Blackburn again drove forward, but the Free French again refused to budge. To get the attack moving, Blackburn ordered one platoon of machine gunners forward to a trench about 1,100 yards (1 km) closer to Damascus. The Vichy French did not fire on them, and the couple of Vichy French tanks that appeared were engaged with Boys anti-tank rifles. The Senegalese Free French troops then came forward to the Australian-held trench. Blackburn then ordered the rest of his men forward. This process, of the Australian machine gunners advancing and the Free French following, was repeated by Blackburn until the forward troops had advanced a total of 3 miles (4.8 km) and reached the outskirts of Damascus. In the latter stages, the Vichy French began to respond with small arms and artillery, and their tanks and snipers forced a halt for the night. In the meantime, the 2/3rd Infantry Battalion had captured Vichy French positions to the west of Damascus and cut the road to Beirut. In the morning of 21 June, the Free French began to advance; Blackburn's machine gunners supported them and protected their right flank in case of a Vichy French counter-attack from the east. About 11:00 a Vichy French column emerged from Damascus led by a car bearing a white flag. After some discussions, Blackburn accompanied the Vichy French and Free French back into the city, where Blackburn, as the senior Allied commander present, accepted the surrender. Meanwhile, the Vichy French thrust towards Metulla had not reached A Company, and on 16 June the company was ordered forward into support positions for an attack by the 2/2nd Pioneer Battalion on a fort at Merdjayoun. Over several days, the pioneers, fighting as infantry, and the 2/25th Battalion were pitted against the well-held Vichy French positions, until the defenders withdrew on the night of 23 June. In the short lull after the fall of Damascus, Blackburn's men, less D Company, were scattered over a wide area of the central front supporting the infantry. Blackburn continued to visit his detachments, often displaying a disdainful attitude to incoming artillery fire which amazed his men. With the Vichy French stymied in the centre and the Allies unable to press forward from Damascus, the overall commander, now-Lieutenant General Lavarack, decided to put his main effort into the coastal push towards Beirut. D Company of the 2/3rd, split up among the various infantry battalions pushing up the coast road, fought at Damour in early July, before the Vichy French requested an armistice in mid-July. The battalion suffered 43 casualties during the campaign; nine dead and 34 wounded. At the end of July, Blackburn left the battalion to join the Allied Control Commission for Syria in Beirut, responsible, among other functions, for the repatriation of French prisoners-of-war (POW). He seconded several officers from the 2/3rd to help him, and travelled widely around Syria, and even managed a brief crossing into Turkey. He became involved in trying to arbitrate in the fractious relationship between the captured Vichy French and the Free French who wanted to recruit them, but the Free French were largely unsuccessful in this endeavour, with only 5,700 of the remaining fit 28,000 Vichy soldiers joining their cause. In the aftermath of the campaign, the 2/3rd stayed on as part of the Allied occupation force established in Syria and Lebanon to defend against a possible drive south by Axis forces through the Caucasus. The battalion defended a position northeast of Beirut, around Bikfaya initially, but was moved around to various locations including Aleppo on the Turkish border throughout the remainder of 1941. They endured a bitter cold and snowy winter at Fih near Tripoli, which was punctuated by leave drafts to Tel Aviv. By this time, Blackburn had returned to the battalion after a stint as president of a court-martial and another inquiry, where his legal skills were put to good use. At Christmas, Blackburn's son, Richard, visited him, on leave from the 9th Division Cavalry Regiment, which was in Palestine. ### Java On 14 January 1942, following Japan's entry into the war, the 2/3rd left Fih and travelled south into Palestine. On 1 February, the battalion, less one company and with no machine guns or vehicles, left the Middle East on SS Orcades. Also on Orcades were the 2/2nd Pioneer Battalion, engineers of the 2/6th Field Company, elements of the 2/2nd Anti-Aircraft Regiment and 2/1st Light Anti-Aircraft Regiment, the 105th General Transport Company, 2/2nd Casualty Clearing Station, and sundry others. The ship, rated for 2,000 passengers, was loaded with 3,400. Blackburn, as senior officer on board, was appointed as the commander of the embarked troops, and ensured that the soldiers were kept busy with air raid and lifeboat drills, physical training and lectures. On 10 February, the ship departed Colombo, escorted by British, and later, Australian warships. Blackburn received orders to put 2,000 of his men ashore at Oosthaven on Sumatra in the Dutch East Indies to help defend an airfield near Palembang, about 190 miles (300 km) north of the port. These men were to be known as "Boostforce". This was in accordance with a plan that involved the 6th and 7th Divisions defending Java and Sumatra respectively. Due to a lack of small arms, some of the troops were equipped with weapons from Orcades' armoury, including outdated and unfamiliar Springfield, Ross and Martini Henry rifles. Some soldiers did not have a firearm at all, and the 2/3rd not only lacked its Vickers guns, it also did not have any Bren light machine guns either. Blackburn was to lead "Boostforce", the objective of which he labelled a "suicide mission", especially given the Japanese had landed paratroops on Sumatra on 14 February. Orcades dropped anchor about 1.9 miles (3 km) offshore. Despite receiving a report that the Japanese were already at Palembang, Blackburn was ordered to disembark his force, and they were ferried ashore by a small Dutch tanker around dusk on 15 February. They were only just disembarking when orders were received to return to Orcades, as the Japanese were only 11 miles (18 km) away from Oosthaven. They were transported back to the ship in the dark, and they weighed anchor in the early hours of the following day. While they had been on their abortive mission, Singapore had fallen. Orcades was escorted across the Sunda Strait, and about 14:00 on 16 February, it anchored in the outer harbour of Tanjung Priok, the port of Batavia, the capital of the Dutch East Indies. At noon the following day Orcades entered the port, which was gripped by considerable confusion. Australian looters and deserters from Singapore pelted Orcades with tins and other objects. Blackburn sent a party of pioneers ashore to round them up. He gave them the choice of either joining his force or being charged with desertion. Many joined, but their commitment to the force was questionable. The majority of the troops aboard Orcades remained on the ship throughout the rest of the day and all of the next. On 19 February, Blackburn received orders to disembark about 2,000 men, and after several false starts, they went ashore in the early evening. On 21 February, Blackburn was temporarily promoted to brigadier and appointed to command all 3,000 Australian troops on Java, collectively known as "Blackforce". Blackforce consisted of the 2/3rd Machine Gun Battalion, the 2/2nd Pioneer Battalion, 2/6th Field Company (engineers), a platoon of over-age headquarters guards, 105th General Transport Company, 2/3rd Reserve Motor Transport Company, 2/2nd Casualty Clearing Station, about 165 stragglers and 73 reinforcements. About half of the troops were support rather than combat troops. Blackburn organised his soldiers into three infantry battalions, based on the machine gunners, pioneers and engineers respectively, created a headquarters, and formed a supporting transport and supply unit from the 2/3rd Reserve Motor Transport Company. Blackforce was instructed to fight alongside local Dutch forces under the overall command of the Dutch Luitenant-generaal Hein ter Poorten, but was subordinate to the local Dutch divisional commander, Generaal-majoor W. Schilling, and to the General Officer Commanding British Troops in the Dutch East Indies, Major General Hervey Sitwell. Blackforce was essentially deployed to achieve the political purpose of strengthening the resolve of the Dutch, who, according to the Australian Chief of the General Staff, Lieutenant General Vernon Sturdee, were "entirely immobile ... inexperienced and probably not highly trained". Based on lessons learnt from the fighting in Malaya and Singapore that highlighted the futility of static defence, Blackburn adopted mobility, counter-flanking movements and defence-in-depth as his maxims for Blackforce. Blackforce was able to re-equip itself to a significant extent from the Tanjung Priok wharves, where it obtained hundreds of Bren machine guns and Thompson submachine guns, grenades, ammunition, and vehicles, from stocks originally intended to re-supply Singapore. Heavy weapons remained in short supply, although a few mortars and light armoured vehicles were available. Blackburn's Dutch commanders directed him to disperse his force to protect five airfields from paratroop drops, orders which Blackburn only grudgingly obeyed, as he was concerned about splitting Blackforce. On 20 February, it divided itself between the various airfields, where its members established defensive positions. Blackburn set up his headquarters in Batavia. On 23 February, Blackburn went to Schilling and asked that he be permitted to concentrate his force for training, but this was refused. The following day, Blackburn was summoned to General Sir Archibald Wavell's American-British-Dutch-Australian Command headquarters in Bandung where he met with Wavell. He was directed to use his force in offensive operations against the Japanese. On 25 February, Sitwell and Schilling permitted Blackforce to be concentrated for this purpose, and Sitwell attached a United States artillery unit, a British signals section, and a squadron of 16 obsolescent light tanks to Blackburn's command. By 27 February, Blackburn had established his headquarters in Buitenzorg, on the road between Batavia and Bandung. Blackforce was to be kept as a mobile reserve to strike the Japanese once they landed, with the Dutch conducting delaying actions. On the following night, the Japanese landed a division in the Merak area on the northwestern tip of Java, and a regiment east of Batavia at Eretanwetan. Both landings were unopposed, and the regimental one was guided in by fifth-column elements among the population. Another division and additional regiment landed 160 miles (250 km) further east along the Java coast. The Japanese forces that landed on Java numbered 25,000. Arrayed against them was a Dutch force of the same strength with a ratio of one Dutch to 40 locally recruited troops. Many of the local troops viewed the Japanese as liberators from Dutch colonialism rather than an enemy to be resisted. The Japanese advance from Merak progressed swiftly, covering 37 miles (60 km) by noon on 1 March, with the Dutch putting up little resistance. The Japanese force quickly captured Serang then split into two, with one column pushing east along the north coast towards Batavia and the other driving southeast to Rangkasbitung and Djasinga and preparing to cross the Tjianten River at Leuwiliang to capture Buitenzorg. Initially Blackburn planned a counter-attack against the southern advance for 2 March with the Dutch to hold the Japanese at Djasinga, but this was cancelled when the Dutch withdrew to the Bandung area, 50 miles (80 km) east of Leuwiliang. As part of the withdrawal, the Dutch blew up the 260-foot (80 m) bridge over the Tjianten River at Leuwiliang early on 2 March, severely restricting Blackburn's freedom of manoeuvre against the southern force. He was then ordered by Schilling to move most of his force approximately 100 miles (160 km) east to counter-attack against the regimental-sized force that had landed at Eretanwetan and was advancing south towards Bandung. This order was withdrawn after Blackburn opposed it on the grounds that the Japanese position was not known, the attack would be ill-prepared, and his efforts would be better spent preparing a rearguard defence at Leuwiliang. Sitwell supported Blackburn. Now able to consolidate a position against the southern force, Blackburn disposed two companies of his strongest fighting unit, the 2/2nd Pioneers, in depth along the road just east of Leuwiliang, and kept the remainder of Blackforce in reserve, ready to conduct counter-encirclement operations. About 12:00 on 2 March, five Japanese light tanks arrived at the destroyed bridge and were promptly engaged by the pioneers. Two tanks were quickly disabled and the remainder withdrew. Blackburn, realising that the Japanese would begin to probe his defences and try to outflank them, ordered his reserves to fan out to the north and south of the main blocking position at Leuwiliang. The Japanese soon tried to cross the river about 270 yards (250 m) south of the bridge, but were met with a hail of fire and withdrew with heavy casualties. Over the next three days, the Japanese tried to outflank and encircle the Australian positions, mainly to the south, but Blackburn deployed his forces to the flanks to check them. On one occasion he withdrew one of his units slightly, drew a significant number of Japanese across the river into a killing ground and caused them serious casualties. Blackburn deployed his last reserves on the afternoon of 4 March, and was finally outflanked to the south that afternoon. He ordered his men to break contact and withdraw closer to Buitenzorg. For the loss of around 100 casualties, Blackforce had held up a divisional-sized Japanese force for three days and killed around 500 Japanese and wounded another 500. The Japanese later stated that they believed that Blackforce was of divisional strength, despite it being only a weak brigade. Blackburn conducted a fighting withdrawal through a series of fall-back positions to a point just southeast of Buitenzorg, then disengaged and moved back to Sukabumi, about 25 miles (40 km) southeast of Buitenzorg. Blackburn was then given orders to deploy Blackforce into the Bandung perimeter as a mobile reserve. It soon became clear that the Dutch were about to capitulate, and the Commonwealth commanders decided to leave the Dutch and make a stand south of Bandung. Poorten surrendered Java on 8 March, but Blackburn was reluctant to do so, and sought medical advice on the idea of continuing resistance in the hills. He was advised against this course of action due to the likelihood of many soldiers becoming sick with tropical and other diseases, and surrendered his force on 11 March. During the fighting on Java, 36 Australians were killed and 60 were wounded. In his last order to his commanders Blackburn wrote: > You are to take the first opportunity of telling your men that this surrender is not my choice or that of General Sitwell. We were all placed under the command of the Commander in Chief NEI [Netherlands East Indies] [Poorten] and he ordered us to surrender. [emphasis in the original] ### Captivity Until the end of March, Blackforce was held in towns, including in the Leles market square which had been surrounded by barbed wire. It was then split up, with troops dispersed to different camps. Blackburn was initially told that a significant number of his troops would be sent to Batavia, and that they would have to march the 150 miles (240 km) at a rate of 19 miles (30 km) a day, camping beside the road without shelter during the wet season. Many of the troops already had dysentery and/or malaria, and some were unaccustomed to marching long distances. Blackburn wrote a letter, signed by other Allied commanders, protesting this order. The letter said that men would die if the order was carried out, and that he would hold the Japanese responsible for their deaths. The Japanese rescinded the order and the troops travelled by train, leaving on 13 April. Many of the 2/3rd were sent to another camp. #### Bicycle Camp Blackburn arrived at the so-called "Bicycle Camp" in Batavia on 14 April. Sitwell and other more senior officers were sequestered in a fenced-off part of the camp, so Blackburn became the senior officer, with an American colonel, Albert Searle, as his deputy. The camp contained about 2,600 POWs: 2,000 Australians, 200 British, 200 Americans, 100 Indians and 100 Dutch, all packed into a former Dutch barracks designed for 1,000. During his first month at the camp, Blackburn began a diary using an old ledger, which he maintained for much of his internment against the explicit orders of the Japanese. At one point he removed the covers from the ledger and hid the pages inside the lining of his raincoat. The food rations at the Bicycle Camp were poor, and because Japan was not a party to the Geneva Convention Relative to the Treatment of Prisoners of War and did not follow its stipulations, it was difficult to maintain discipline as all but Blackburn had to work regardless of rank. Blackburn arranged activities to alleviate the boredom and consistently stood up to the Japanese. He was interrogated and was struck by a guard on at least one occasion, but was spared any torture. More junior officers were subjected to torture, beatings and other abuse. The Japanese tried to persuade Blackburn and others to participate in propaganda radio broadcasts, but Blackburn gave orders against it and refused to do so himself. In June, the Japanese ordered all prisoners to sign a form stating that they would comply with all orders and would not resist their captors. Blackburn only signed after appending "except where contrary to my oath of allegiance to His Majesty the King". When another form was produced, requiring an oath to be sworn, Blackburn refused. Privileges were withdrawn, dozens of officers and men were beaten, and Blackburn was placed in solitary confinement. In the end, when the Americans decided to sign, Blackburn agreed in the interests of unity and ordered all the troops to sign. By the end of July, Blackburn was conscious that he had lost about 2 stone (28 lb; 13 kg) in weight due to the poor rations. Blackburn was promoted to substantive colonel on 1 September 1942, but retained his temporary rank of brigadier whilst in captivity. In the same month, he began to suffer from depression and fell ill with dengue fever. The Japanese commandant was replaced with a stricter man, and the guards were replaced with Koreans, who quickly earned a reputation for cruelty. Beatings were conducted for minor infractions, such as failing to stand to attention quickly enough. In early October, 1,500 POWs left the camp, including almost all of the 2/2nd Pioneers, destined for the Thailand–Burma railway. Another group of 84 left a few days later, but the losses were soon made up by the arrival of several thousand Dutch and 113 Royal Air Force personnel from a camp in Bandung. By this stage, every couple of days a POW was dying in the camp, mainly due to dysentery. By Christmas, conditions had improved somewhat and Blackburn was able to gather enough funds to purchase food for a Christmas dinner. On 28 December he was driven out of the Bicycle Camp to continue his internment elsewhere. The unit historian of the 2/2nd Pioneers later wrote of Blackburn's time at the Bicycle Camp, "His quiet dignity, masking an unquenchable spirit of protest against Japanese injustices, earned him the admiration of the officers and men who shared with him the humiliation of captivity". #### Changi, Japan and Formosa Blackburn and some other senior officers were transferred from Java to Singapore by ship, arriving on 1 January 1943, and Blackburn was briefly held at the Changi POW Camp. His time there was much more relaxed than on Java, and he enjoyed freedom of movement and the ability to catch up with friends, including his World War I platoon sergeant. There were no beatings, and few Japanese were seen, as the guards were mainly Sikh defectors from the British Indian Army. On 7 January a party of 900 POWs arrived from Java, including a large number of 2/3rd men, led by the surgeon Lieutenant Colonel Ernest "Weary" Dunlop. This group soon ended up on the Thailand-Burma railway with the 2/2nd Pioneers. Blackburn's stay ended on 10 January, but not before Dunlop had given him a list of men who he recommended should be promoted or receive awards after the war. Along with other senior officers, including Sitwell, ter Poorten and Searle, Blackburn was sent to Japan by sea, arriving in Moji on 19 January. After a short stay in a camp that held American and Indian POWs, the party of senior officers left Japan by ship on 25 January, and four days later disembarked in southwestern Formosa (now Taiwan). On arrival at Karenko Camp, the party were paraded before the commandant and ordered to make an oath that they would not try to escape. Blackburn said that he would only sign under protest and duress, and asked what the penalty was for not signing. He was beaten and placed in solitary confinement, and the Japanese subjected him to sleep deprivation. Two days later he signed the oath and was released into the main camp. The Karenko Camp held 400 men, including the most senior Allied officers the Japanese had captured, many of them generals. Food was scarce, everyone was required to work, and seven weeks after arriving, Blackburn's weight was down to 7 stone 3 pounds (46 kg; 101 lb) (101 pounds), 2 stone (28 lb; 13 kg) (28 pounds) lighter than he had been when he had enlisted in 1914. Blackburn was beaten several times while held at Karenko Camp, as were other senior officers, often for the most minor of supposed infractions. Blackburn's closest friends were Sitwell and Searle. On 2 April, all prisoners above the rank of colonel were sent to a new camp at Tamasata, about 62 miles (100 km) south of Karenko. Searle was left behind, and Sitwell was allocated to a different barracks from Blackburn. He found some of his fellow POWs difficult to get on with, particularly the Australian Brigadiers Harold Burfield Taylor and Duncan Maxwell. With the arrival of Red Cross food parcels in April, Blackburn put on almost 11 pounds (5 kg) (11 pounds). The reduced work routine compared to Karenko contributed to this. Boredom and depression dogged Blackburn during this period, and the lack of letters from home exacerbated both. Also in April, Blackburn's family finally received confirmation he was alive, having heard nothing since his capture. In early June, he and 89 other POWs were returned to Karenko, but this stay was brief, as they were soon transported to another camp in Shirakawa in central Formosa, arriving there on 8 June. The food was again poor, malaria was rife, and the POWs were again required to work. By late August, Blackburn had lost a total of 4 stone 6 pounds (28 kg) (61 pounds) since his capture in March 1942. Blackburn's eyesight, which had been deteriorating for some time, became so bad that he could not read for more than half an hour. This contributed to his depression, which again took hold, accompanied by recurring nightmares. By early 1944, Blackburn had been in captivity for nearly two years, but had not received a single letter from his family. They had been writing regularly, but the letters failed to get through. His health was poor, with multiple ailments and severe headaches. It was not until 29 March that he received a letter, dated 30 September 1942. In mid-1944, he received ten letters at once, and discovered that his son Robert had been married. In late September, Blackburn and the other senior officers were transported to Heito in southern Formosa and flown to Japan, Pusan in Korea, and from there by train to Manchuria. #### Manchuria and liberation The new camp was Chen Cha Tung POW Camp, located about 200 miles (320 km) northwest of Mukden on the edge of the Gobi Desert. The party all signed the usual form promising not to escape, having long ago decided they were worthless and resistance was futile. Despite the cold and bleak surroundings, the conditions were in some respects better than in previous camps. Blackburn stopped keeping a diary soon after arrival, as he had run out of ledger paper and was in deep depression. Due to the cold, there were few activities, and most of the prisoners refused to volunteer to work growing vegetables as they did not trust the Japanese to give them a fair share of the produce. In May 1945, the party was transferred to the Hoten POW Camp on the outskirts of Mukden. Blackburn considered this camp the best of all those he had been held in during the war, with showers and hot baths, although the latrines were always overflowing and the food was poor. Blackburn had received no letters since arriving in Manchuria, and this contributed to his depression. On 15 August, the POWs were told that the war was over, and a few days later, a Soviet Red Army tank drove through the camp fence and they were liberated. Searching the offices afterwards, the POWs found thousands of letters and three months' worth of Red Cross food packages. Within days of liberation, Blackburn was on an aircraft, returning to Australia. ### Return to Australia Blackburn's return to Australia was circuitous. He first flew to Sian then Kunming in China, where he spent 36 hours in hospital. The next flight was across the Himalayas to Calcutta in British India where he was hospitalised for another 36 hours. The next destination was Colombo, after which he flew to Perth, Australia, arriving on 13 September. On the same day he was flown to Melbourne with a short stop in Adelaide, as he was required to report to Army Headquarters and deliver official documents he had kept during his internment. His family travelled by train to Melbourne to meet him. They met at the railway station, and were shocked at his appearance. At this point, Blackburn only weighed 6 stone 4 pounds (40 kg) (88 pounds). After a week in Melbourne, the family returned to Adelaide, and Blackburn was hospitalised for two weeks. On arrival in Adelaide, he was greeted by three other VC recipients, Phillip Davey, Roy Inwood and Thomas Caldwell. On the Sunday after his return, 62 former members of the 2/3rd who had not been offloaded in Java marched up his street and stood to attention. They too were shocked at his appearance. On 9 May 1946, he was awarded the Efficiency Decoration. On 28 May, he was made a Commander of the Order of the British Empire (Military Division) (CBE) for his gallant and distinguished service in Java. His citation for the CBE noted that: > 'Blackforce', which he commanded, was very hastily organised and equipped. It included English, both RAF and Army, and Australian units and personnel. Some, who had left Singapore under very dubious circumstances, were of doubtful quality. Thanks to Brigadier Blackburn's excellent leadership and personal example the little force fought splendidly. Discipline and morale remained high throughout. This was followed by an additional period in hospital in June and July. Blackburn's Second AIF appointment was terminated on 18 July, at which time he relinquished his temporary rank of brigadier and was transferred to the Reserve of Officers List. He was also granted the honorary rank of brigadier. In addition to the CBE, Blackburn was also awarded the 1939–1945 Star, Pacific Star, Defence Medal, War Medal 1939–1945 and Australia Service Medal 1939–1945 for his service during World War II. Both of Blackburn's sons, Richard and Robert, served in the Second AIF during World War II. ## Later life On 11 October 1946, Blackburn was again appointed to active duty from the Reserve of Officers List, and was again temporarily promoted to brigadier while he was attached to 2nd Australian War Crimes Section as a witness before the International Military Tribunal for the Far East in Tokyo, Japan. Despite his willing involvement, he believed that the trials targeted mainly those who physically participated in crimes, rather than those that ordered them. In December, he was again elected as state president of the renamed Returned Sailors' Soldiers' and Airmen's Imperial League of Australia (RSSAILA), supported by McCann, who was elected as a vice-president. He continued to advocate on behalf of veterans, and took a special interest in the surviving men of the 2/3rd. On 11 January 1947, Blackburn was transferred back to the Reserve of Officers List, retaining the honorary rank of brigadier. Blackburn was unable to return to private legal practice due to his health, relinquished his role as city coroner in 1947, and was appointed as one of the fifteen inaugural conciliation commissioners of the Commonwealth Court of Conciliation and Arbitration, a position he held until 1955. Given his political history and involvement with the suppression of dockside workers by the "Citizen's Defence Brigade" in 1928, the South Australian convention of the ALP expressed "grave alarm" at his appointment. He was also chairman of trustees for the Services Canteen Trust Fund from 1947 until his death. Blackburn was re-elected as president of RSSAILA in 1948. On 8 June 1949, Blackburn was appointed as the honorary colonel of the Adelaide University Regiment (AUR), and he was transferred to the Retired List in January 1950 with the honorary rank of brigadier. In September of the same year he relinquished his role as state president of RSSAILA. In 1953, he was awarded the Queen Elizabeth II Coronation Medal. He relinquished his honorary colonel role with AUR in January 1955. In 1955, he was appointed as a member of the Australian National Airlines Commission and a director of Trans Australia Airlines. He also served on the Television Broadcaster's Board, overseeing the introduction of that medium into South Australia, and was a trustee of the Civilian Internees Trust Fund and Prisoners of War Trust Fund. For his "exceptionally fine honorary service as chairman of several trusts, especially for the benefit of ex-servicemen and their dependants", he was appointed a Companion of the Order of St Michael and St George in the 1955 New Year Honours. The following year, Blackburn and his wife attended the VC centenary gathering in London, and visited the Pozières battlefield in France. Blackburn died on 24 November 1960 at Crafers, South Australia, aged 67, from a ruptured aneurism of the common iliac artery, and was buried with full military honours in the AIF section of Adelaide's West Terrace Cemetery. Many members of the public and hundreds of former members of the 10th Battalion and 2/3rd Machine Gun Battalion lined the 1.9-mile (3 km) route between St Peter's Cathedral and the cemetery, and eight brigadiers were pallbearers. His medal set, including his VC, was passed to his son Richard, then to his grandson Tom, before being donated to the Australian War Memorial, Canberra, where it is displayed in the Hall of Valour. The Department of Veterans' Affairs office in Adelaide was named "Blackburn House" in 1991. As of 2008 there were eleven streets in Adelaide named for Blackburn, and one in Brisbane. In 2008, it was debated whether to call the new tunnel under Anzac Highway either the "Blackburn Underpass" or "Inwood Underpass", after another South Australian who was also conferred a VC in 1917, Roy Inwood. The Returned and Services League of Australia objected that naming the tunnel after a specific veteran was inappropriate, saying it should be named after a major World War I battleground, in line with the highway's theme. On completion, the tunnel was named the Gallipoli Underpass.
64,966,728
2021 World Snooker Championship
1,157,331,819
Snooker tournament, held April–May 2021
[ "2020s in Sheffield", "2021 in English sport", "2021 in snooker", "April 2021 sports events in the United Kingdom", "May 2021 sports events in the United Kingdom", "Sports competitions in Sheffield", "World Snooker Championships" ]
The 2021 World Snooker Championship (officially the 2021 Betfred World Snooker Championship) was a professional snooker tournament that took place from 17 April to 3 May 2021 at the Crucible Theatre in Sheffield, England. It was the 45th consecutive year the World Snooker Championship was held at the Crucible Theatre and the 15th and final ranking event of the 2020–21 snooker season. It was organised by the World Snooker Tour. The event was sponsored by sports betting company Betfred and broadcast by the BBC, Eurosport and Matchroom Sport. It featured a total prize fund of £2,395,000 of which the winner received £500,000. Qualifying for the tournament took place between 5 and 14 April 2021 at the English Institute of Sport in Sheffield. There were 128 participants in the qualifying rounds, consisting of a mix of professional and invited amateur players. The main stage of the tournament featured 32 players: the top 16 players from the snooker world rankings and an additional 16 players from the qualifying rounds. Ronnie O'Sullivan was the defending champion, having won his sixth world title at the previous year's event, where he defeated Kyren Wilson 18–8 in the final. O'Sullivan lost in the second round to Anthony McGill 12–13. Mark Selby defeated Shaun Murphy 18–15 in the final to win his fourth world title and the 20th ranking title of his career. There were a record 108 century breaks made at the Crucible, with an additional 106 made in qualifying rounds. The tournament's highest break was 144 by Murphy in the second round. ## Background The World Snooker Championship features 32 professional players competing in one-on-one snooker matches in a single-elimination format, each match played over a number of . The 32 players for the event are selected through a mix of the snooker world rankings and a pre-tournament qualifying stage. The first World Snooker Championship final took place in 1927. The final was held at Camkin's Hall in Birmingham, England, and the title was won by Joe Davis. Since 1977, the event has been held at the Crucible Theatre in Sheffield, England. It is organised by World Snooker along with the World Professional Billiards and Snooker Association (WPBSA). As of 2022, Stephen Hendry and Ronnie O’Sullivan are the event's most successful participants in the modern era, having both won the championship seven times. The 2020 championship had been won by English player Ronnie O'Sullivan, who defeated compatriot Kyren Wilson in the final 18–8 to win his sixth world title. The event was returned to its traditional April schedule after the 2020 championship was delayed to late July because of the COVID-19 pandemic. The winner of the 2021 championship received £500,000 from a total prize fund of £2,395,000. ### Format The 2021 World Snooker Championship took place between 17 April and 3 May 2021 at the Crucible Theatre. The event featured a 32-player main draw, preceded by a 128-player qualifying draw held at the English Institute of Sport. Qualifying for the event was played between 5 and 14 April, finishing three days before the start of the main draw. The qualifying stage was played over four rounds, and the higher-ranked players were seeded and given byes to the later rounds. The tournament was the last of 15 ranking events in the 2020–21 season on the World Snooker Tour. It was the 45th consecutive year that the tournament had been held at the Crucible, and the 53rd successive world championship to be contested through the modern knockout format. The tournament was sponsored by sports betting company Betfred, as it had been since 2009. The top 16 players in the latest 2020–21 snooker world rankings automatically qualified for the main draw as seeded players. Defending champion Ronnie O'Sullivan was automatically seeded first overall. The remaining 15 seeds were allocated based on the latest world rankings, released after the 2021 Tour Championship. Matches in the first round of the main draw were played as the best of 19 frames, second-round matches and quarter-finals were played as the best of 25 frames, and the semi-finals were played as the best of 33 frames. The final was played over two days as a best-of-35-frames match. ### Coverage The tournament was broadcast in the United Kingdom on the BBC and Eurosport. The event was broadcast in Europe and Australia by Eurosport. Other international broadcasts were provided by Kuaishou, Migu, Zhibo.tv, Youku, and CCTV in China; by NowTV in Hong Kong; and by DAZN in Canada, the United States, and Brazil. In territories where there was no other coverage, the event was broadcast by Matchroom Sport. On 13 March 2021, World Snooker announced that the championship would welcome a limited number of spectators, as part of the Events Research Programme run by the British government in response to the ongoing COVID-19 pandemic. Details were announced on 7 April, beginning with an audience of 33 per cent of the arena's full capacity for the first round, an increasing number of spectators through the tournament, and a full-capacity crowd to be admitted for the final. All spectators were tested for COVID-19 before and after attending the event. ### Prize fund The winner of the event received £500,000 from a total prize fund of £2,395,000. The breakdown of prize money is shown below: - Winner: £500,000 - Runner-up: £200,000 - Semi-finalists: £100,000 - Quarter-finalists: £50,000 - Last 16: £30,000 - Last 32: £20,000 - Last 48: £15,000 - Last 80: £10,000 - Last 112: £5,000 - Highest break (qualifying stage included): £15,000 ## Summary ### Qualifying Qualifying for the event was held between 5 and 14 April over four rounds, and 16 players qualified for the main stage. Seven-time champion Stephen Hendry was playing in the World Championship for the first time since announcing his retirement in 2012. He met six-time runner-up Jimmy White in the first round, the pair having met in four previous finals. Hendry defeated White 6–3, but lost his second-round match 1–6 to Xu Si. The defeat for White meant he was not ranked high enough to remain on the World Snooker Tour, but he was later given an invitational place for the following two seasons. Three-time World Championship semi-finalist Alan McManus announced his retirement after his second-round loss to Bai Langning. Bai reached the final round of qualifying by defeating Ben Woollaston 6–5. Two amateur players progressed through the first round. Julien Leclercq defeated Soheil Vahedi 6–5 in the first round, but lost 2–6 to Chang Bingyu. Florian Nüßle defeated world number 111 Ben Hancorn in the first round 6–2, but lost to world number 50 Mark King 3–6 in the second round. World number 84 Jamie Clarke was trailing 0–5 in his second-round match against Jamie O'Neill, but won six frames in a row to win the match. He then defeated world number 20 Joe Perry 6–2 to reach the final round of qualifying. The fourth and final round of qualifying took place on 13 and 14 April. Matches in this round were played over the best of 19 frames. Four players were competing having started in the opening round: Bai Langning, Jamie Clarke, Igor Figueiredo, and Steven Hallworth, but all four lost their final qualifying match. Bai lost 5–10 to Martin Gould; Clarke led 7–2, but won just one more frame, as he lost 8–10 to Mark Davis; Figueiredo lost 7–10 to Mark Joyce and Hallworth lost to 2019 semi-finalist Gary Wilson 3–10. ### First round The draw for the main stage of the tournament was held on 15 April 2021. The opening round took place between 17 and 22 April, each match played as the best of 19 frames. Defending champion O'Sullivan played debutant Joyce in the opening match. O'Sullivan led 3–1, before Joyce made two half-century breaks to trail by one frame. O'Sullivan won the last two frames of the first session to take a 6–3 lead. Joyce won the first frame in the second session, but O'Sullivan took the next to lead 7–4 and then scored three century breaks of 124, 137, and 112 to win the match 10–4. Reigning Masters champion Yan Bingtao played Gould, making five breaks higher than 50 and tying the score at 4–4, having only played eight frames in their opening session. Yan then made two century breaks to lead 8–5, and won the match 10–6. David Gilbert, the 2019 semi-finalist, won seven of the first eight frames of his match against Chris Wakelin, winning the first session 7–2 and the match 10–4. The 2010 champion and third seed Neil Robertson led 6–3 over Liang Wenbo after their first session. Robertson won all four frames in the second session to progress with a 10–3 victory. Jamie Jones had returned to the tour for the 2020–21 season, having lost his professional status in 2019 after serving a year-long ban for contravening betting regulations. Jones trailed Stephen Maguire 0–3, but pulled ahead to lead 5–4 after the first session, and took all five frames played in the second session to win the match 10–4. He commented that he felt the ban had caused him to "lose everything", while Maguire commented that he was "frustrated. I don’t think there's a word for how I played. If there is a word, I'd get fined!". The previous year's semi-finalist Anthony McGill led Ricky Walden 5–4 in the first session, and won five of the next six to win 10–5. Four-time champion John Higgins played qualifier Tian Pengfei. The pair played just seven of the nine allotted frames in their opening session due to slow play, Tian winning four of the first five to lead 4–3. In the second session, Tian took three of the first four frames to lead 7–4. Higgins, however, won five frames in a row to lead 9–7 before the match was halted as their afternoon session overran. When the match resumed later, Higgins took the 17th frame to win 10–7. After the match, Higgins suggested that Tian would be "kicking himself" for not taking advantage of his own "soul destroying" performance. Kyren Wilson trailed 1–5 in his match against Gary Wilson, but recovered by winning the last three frames of the opening session to only trail 4–5. He also took the first three frames of the second session to move ahead 7–5. Gary Wilson made two half-century breaks to tie the match 7–7, before Kyren scored a half century and a break of 119 to lead 9–7. Gary Wilson took frame 18, but Kyren Wilson won the match with a break of 73. Jack Lisowski trailed Ali Carter 1–3, but ended up leading 5–4 after the first session. The pair were later tied at 8–8, before Carter won frame 17 and Lisowski won the next with a break of 82 to force a deciding frame. Lisowski made a break of 60 to win the final frame and the match. When interviewed afterwards, he admitted that Carter was the "worst draw" but added: "I've never won a tournament so why not make the World Championship the first one?" Mark Allen defeated Lyu Haotian, having led 7–2 after the first session and then winning three straight frames to take the match 10–2. The first session of the match between Ding Junhui and Stuart Bingham ended with a on the final , Ding attempting a pot, in which the black ended in the opposite corner from where he was attempting a pot, giving him a 5–4 lead. Bingham made breaks of 60, 92, and 104, en route to a 9–8 advantage, before Ding took frame 18 to tie the match and force a deciding frame. This final frame was delayed until after the next session ended; Ding made a break of 45, but misjudged a pot on a , allowing Bingham to make a break of 70 to win the match. World number one Judd Trump defeated Liam Highfield 10–4, having won the opening session 7–2. Barry Hawkins took a 6–3 lead over Matthew Selt after their first session of play, and took four of the five frames in the second session to win the match 10–4. Three-time champion Mark Williams trailed 0–2 at the start of his match against Sam Craigie, but won five of the next seven frames to take a 5–4 lead. On the resumption of play, Williams won five straight frames to take the match 10–4. Commenting afterwards he indicated he was not going to turn down any opportunity to pot a ball after that first session, that he would "go for everything". The 2005 champion Shaun Murphy trailed 3–5 in his match against Mark Davis, but won the final frame of the first session with a break of 113. Murphy credited this century for giving him additional motivation for the second session as he won six of the eight frames to seal a 10–7 victory. The final match of the first round was contested between Mark Selby and Kurt Maflin. Selby won the first three frames, before Maflin took the fourth with a break of 91. Maflin only scored six points across the next four frames as Selby finished the first session 8–1 ahead. He then took the next two frames to win the match 10–1. Only two of the sixteen qualifiers advanced to the second round. ### Second round The second-round matches were played from 22 to 26 April, as the best of 25 frames over three sessions. O'Sullivan met McGill, who had never defeated him in their six professional matches. O'Sullivan made breaks of 81, 105 and 138 to lead 4–1, but McGill won the final three frames to tie the match 4–4 after the first session. McGill also won the next four frames (seven in a row) with breaks of 71, 126 and 89. O'Sullivan won frame 13, before McGill won the next two. The final frame of the second session was won by O'Sullivan to trail 6–10. The third session saw O'Sullivan win the first five frames to lead 11–10. McGill won the next frame, before O'Sullivan won frame 23. McGill forced a deciding frame, tying the scores at 12–12 with a break of 136. O'Sullivan had the first chance to score points in the frame, but missed a pot on a red, allowing McGill to win the frame and match. Robertson met Lisowski and led 5–3 and then 9–7 after the second session. He made breaks of 126 and 87 to go 11–7 ahead, before going in the next, allowing Lisowski to win the frame. He made a break of 71 in frame 20 and won the match two frames later, a 13–9 victory. This was Robertson's sixth successive victory over Lisowski. Robertson, however, praised Lisowski's play, saying "Jack did really well throughout the whole match... I really want to see [him] do well. He's such a nice guy and so talented". Wilson led Hawkins 9–4 before Hawkins won the final three frames of the second session to trail by two. Hawkins made breaks of 107 and 53 to tie the match at 9–9, but Wilson won four more frames to win 13–10. The match contained 22 breaks of 50 or above in the 23 frames played. In a rematch of the 2018 World Snooker Championship final, Williams played Higgins. Williams lost three of the first four frames, but won nine successive frames to lead 10–3. Higgins won the final three frames of the second session, but Williams took three of the next four frames, all with breaks over 70, to complete a 13–7 victory. Williams commented that he was playing as well as he had during the 2002–03 snooker season, in which he won all three Triple Crown events. The two remaining qualifiers left in the competition – Bingham and Jones – met in the second round. The pair were tied after the first session 4–4, with seven breaks over 50. During the second frame, with Bingham leading 109–0 with just two balls remaining, the referee awarded him the frame. Jones, however, wished to play on only to pot the , as he had not potted a ball to that point, but still lost the frame 109–6. Bingham won the second session, leading 10–6, before winning three frames in the third to win 13–6. Gilbert led Trump 3–1, but missed a black ball, allowing Trump to win the next four frames to lead after the first session. Gilbert won just two of the frames in the second session as Trump led 11–5 and went on to win 13–8. Murphy faced the last Chinese player remaining, Yan, and won the opening session 6–2, making the highest break of the tournament, a 144. Murphy also led by four frames after the second session 10–6, and won three of the four frames in the third session to win 13–7. Despite the loss, Yan made more half-century breaks than Murphy. Fourth seed Selby faced thirteenth seed Allen, and led 6–2 after the opening session, making six breaks over 50. Selby's lead was cut to 8–6, but he won the final frame of the second session to lead by three. He won the match taking four of the next five frames to win 13–7. Five of the top eight seeds made the quarter-finals. ### Quarter-finals The quarter-finals were played on 27 and 28 April as best of 25 frames held over three sessions. Robertson played Wilson, and took a 5–3 lead after the opening session. After they were tied at 8–8 at the end of the second session, Wilson won five straight frames to win the match 13–8. Selby defeated Williams with a . With a of 99 per cent in the first four frames, Selby won the opening session 6–2, before winning seven of the next eight to win 13–3. Throughout the tournament, Williams was playing a where he rolled up to the reds, rather than play a to bring the to the , which other players such as O'Sullivan had also attempted. Williams defended the strategy and commented that he had received backlash from fans and fellow players. After making his 500th career century in frame five, Bingham led McGill 6–4 before McGill won five of the next six with breaks of 126, 83, 92, 130 and 75 to lead by two. In the final session, McGill won the first frame before Bingham made breaks of 75, 51, 90 and 91 to take an 11–10 lead. McGill had the first chance in frame 22, but went in-off, allowing Bingham to win the frame. However, McGill won the next two frames to force a deciding frame. McGill had the first chance in the final frame, but was unable to get position on a red after going into . Bingham, however, made a break of 125 to win the match, which he called "the best of my career". McGill, however was confident despite the loss, saying "What I am doing is working, I am going in the right direction." Murphy and Trump were tied at 4–4 after the first session, and then at 6–6 before Murphy won the last four frames of the second session to lead 10–6. Trump won five of the next six frames to tie the match at 11–11, during which Murphy made a high break of only 30. Murphy, however, won the next two frames to win the match 13–11. ### Semi-finals The semi-finals were played between 29 April and 1 May as the best of 33 frames held over four sessions. After Murphy won the opening frame, Wilson won the second frame and made a century break in frame three. After going 3–1 ahead, Wilson made breaks of 121 and 127, a total of 248 points without reply. Wilson ended the first session 6–2 ahead. After winning frame nine, Wilson was placed into a from which he failed to escape on several occasions, conceding 53 foul points to Murphy and allowing him to win the frame. Wilson won frames 11, 13 and 14 to lead by six frames at 10–4. Murphy won the final two frames of the session, punching the air in celebration, to trail by four. Wilson won the first frame of the third session, but Murphy won six of the next seven frames to tie the match 12–12. In the final session, Murphy won five straight frames to win the match 17–12. In total, Murphy won 13 out of the last 15 frames to win the match. After the match, Wilson commented that some of Murphy's celebrations were "theatrical", but Murphy replied that they were "in a theatre and we are putting on a show." Bingham took the opening frame against Selby, but trailed 1–3 into the mid-session interval. Bingham, however, made breaks of 92 and 82 in winning three straight frames to lead 4–3 and the match was tied at 4–4 after the first session. Selby made a break of 52 in frame nine, but still lost the frame as Bingham led again at 6–5. Selby won four of the next five frames to lead 9–7, during which he made two century breaks. Bingham tied the scores at 9–9 after breaks of 131 and 96, before frame 19 was also won by Bingham on the final black ball. During the frame, Selby was asked to play a shot by the referee after not having acted for three minutes. Bingham also won the next two frames, before the one after was halted twice for a and won by Selby. Selby won the next frame, but Bingham won the last of the session to lead 13–11. In the fourth session, Selby tied the score by winning the opening two frames, before Bingham won the next to lead 14–13. Selby then won three straight frames to get to one frame away from victory. Bingham won the next frame, but due to the length of the session, the remaining frames were delayed until the culmination of the other semi-final with the scores at 16–15. Returning three hours later, Selby won frame 32 after laying a snooker behind the green ball. This match was more than three and a half hours longer than the other semi-final, in part due to extended safety play and two frames having to be restarted twice. ### Final The final was played on 2 and 3 May as the best of 35 frames held over four sessions, between Mark Selby and Shaun Murphy. Both players had won the World Championship previously. Murphy was appearing in his fourth final, having won the title in 2005, and been runner-up in 2009 and 2015; Selby was playing in his fifth final, having won the event in 2014, 2016, and 2017, and been runner-up in 2007. The two players shared the same coach, Chris Henry. Murphy won the first two frames of the match, but missed a pot in the third frame on a break of 65, allowing Selby to win the frame. Selby compiled a break of 89 in frame four to draw level at 2–2. Murphy took three of the next four frames to lead by two after the first session. Selby then tied the score again at 6–6 by winning three of the first four frames in the second session, despite Murphy not missing a pot in the first three. Selby then won four of the next five frames to end the second session 10–7 ahead, as Murphy failed to pot a ball for an hour. Murphy won the first frame of the third session with a break of 77, but missed the final black ball in the next, allowing Selby to win frame 19. Murphy won the next frame, but Selby scored the first century break of the final, a 107, in frame 21. Selby won frame 22 to lead by four frames, before Murphy made a break of 100. Murphy also won the next frame, but trailed 11–14 after Selby won the final frame of the third session. Selby won the opening frame of the fourth and final session, before Murphy cleared the table with a break of 43 to cut Selby's lead to 15–12. The two went into the mid-session interval at 16–13 after Selby played a poor shot. After a safety battle, Selby won the next frame with a break of 120, and was one frame away from victory at 17–13. Murphy, however, won the next two frames with breaks of 100 and 102. After Murphy missed a pot on a red down the cushion in frame 33, Selby cleared the table to win the match 18–15. This was Selby's fourth championship, behind only Hendry (with seven), Steve Davis, Ray Reardon, and Ronnie O'Sullivan (each with six) in the modern era, and equal with John Higgins. Davis commented that Selby was the "best all-rounder we have ever seen", and suggested he may win more world championships than Hendry. The final was broadcast to a peak audience of 4.1 million viewers on domestic television, equating to 27 per cent of all viewers in the United Kingdom, compared with the 2.9 million viewers for the 2020 event. The win raised Selby from fourth in the world rankings up to world number two. Murphy, who had celebrated specific shots throughout the event, vowed to use the experience to be more of an entertainer for the coming 2021–22 season. He reflected: "In terms of performance, it turned my year around and ended a poor season on a high note." Selby commented: "To win it once against Ronnie O'Sullivan for the first time was a dream come true – to win it four times is something I could only have dreamed of." ## Main draw The results for the main draw are shown below. Numbers given in brackets are the players' seedings. Match winners are denoted in bold. ## Qualifying Qualifying for the main stages of the tournament took place between 5 and 14 April 2021 at the English Institute of Sport in Sheffield. The WPBSA selected 16 amateur players to participate in the qualifying rounds together with the 112 professionals outside the top 16 of the world rankings. The amateur players were selected based on performances in the 2020–21 season, and because of the disruption caused by the COVID-19 pandemic, performances in the 2019–20 season were also included. Antoni Kowalski and Wu Yize were initially invited, but withdrew and were replaced by Hamim Hussain and Julien Leclercq. Noppon Saengkham, who was scheduled to enter in the third qualifying round, was forced to withdraw after testing positive for COVID-19. Finally, additional amateur players were given places to fill out the remaining places. ### Qualifying draw The results from qualifying are shown below. Numbers given before players' names show world rankings of the top 112 players, while "a" indicates the amateur players in the draw. The match winners are denoted in bold text. ## Century breaks ### Main stage centuries A record number of century breaks, 108, was made during the main event. There were 22 players that made at least one century break. The highest break was a 144 made by Shaun Murphy in his second-round match against Yan Bingtao. - 144, 131, 124, 120, 117, 113, 109, 104, 103, 100, 100 – Shaun Murphy - 142, 135, 134, 134, 134, 132, 132, 125, 121, 120, 107, 101 – Mark Selby - 139, 133, 131, 127, 121, 119, 115, 110, 107, 102 – Kyren Wilson - 139, 116, 102 – Mark Allen - 138, 137, 124, 112, 105 – Ronnie O'Sullivan - 138 – Liam Highfield - 137, 135, 126, 126, 113, 110, 108, 105, 100, 100 – Neil Robertson - 137, 126, 123, 107 – Barry Hawkins - 136, 130, 130, 126, 126, 119, 106, 105 – Anthony McGill - 135, 127, 113, 107 – John Higgins - 132, 111, 100 – David Gilbert - 131, 131, 129, 127, 125, 122, 120, 119, 117, 108, 104, 102, 100 – Stuart Bingham - 130, 116, 101, 100 – Yan Bingtao - 126 – Liang Wenbo - 121, 116 – Jack Lisowski - 121 – Jamie Jones - 116, 114, 111, 111, 107, 105, 105 – Judd Trump - 112, 105 – Ricky Walden - 111, 108, 102, 101 – Mark Williams - 111 – Tian Pengfei - 109 – Martin Gould - 105 – Ding Junhui ### Qualifying stage centuries A total of 106 century breaks were made during the qualifying rounds. The highest was a 143 made by Mark Davis in his third-round match against Stuart Carrington. - 143 – Mark Davis - 142, 137, 135, 110, 110, 106 – Matthew Selt - 140, 140, 120, 108 – Stuart Bingham - 140 – Fergal O'Brien - 139 – Ali Carter - 139 – Alexander Ursenbacher - 138, 131 – Li Hang - 138 – Lei Peifan - 137, 134, 125, 122 – Oliver Lines - 137, 114, 114, 104 – Joe O'Connor - 137, 112, 103 – Duane Jones - 136, 113, 102 – Bai Langning - 136 – Gerard Greene - 135, 125, 111, 110, 100 – Chang Bingyu - 135 – Mark Joyce - 134, 134 – Lukas Kleckers - 133, 120 – Xiao Guodong - 133, 105, 104 – Igor Figueiredo - 132 – Liam Highfield - 132 – Michael Holt - 131, 114, 100 – Lyu Haotian - 131, 108 – Gary Wilson - 130, 123 – Jak Jones - 130, 106 – Liang Wenbo - 130 – Lu Ning - 126, 120, 107, 100 – Chris Wakelin - 126, 117, 106 – Sam Craigie - 125 – Robbie Williams - 124, 116, 100 – Stuart Carrington - 124, 104 – Dominic Dale - 123, 113, 104 – Zhao Jianbo - 122 – Nigel Bond - 122 – Si Jiahui - 121, 114, 110, 108 – Tian Pengfei - 120, 111 – Mark King - 119, 106, 104 – Kurt Maflin - 117, 103, 101, 100, 100 – Jamie Jones - 114 – Julien Leclercq - 114 – Michael White - 110 – Chen Zifan - 109 – Ricky Walden - 108, 103 – Fraser Patrick - 108 – Dylan Emery - 106 – Pang Junxu - 105 – Ashley Hugill - 105 – Yuan Sijun - 104, 100 – Louis Heathcote - 103, 102 – Steven Hallworth - 103, 100 – Martin Gould - 103 – Elliot Slessor
23,785,293
Mensa (constellation)
1,173,352,648
Constellation in the southern celestial hemisphere
[ "Constellations listed by Lacaille", "Mensa (constellation)", "Southern constellations" ]
Mensa is a constellation in the Southern Celestial Hemisphere near the south celestial pole, one of fourteen constellations drawn up in the 18th century by French astronomer Nicolas-Louis de Lacaille. Its name is Latin for table, though it originally commemorated Table Mountain and was known as "Mons Mensae". One of the eighty-eight constellations designated by the International Astronomical Union (IAU), it covers a keystone-shaped wedge of sky 153.5 square degrees in area. Other than the south polar constellation of Octans, it is the most southerly of constellations and is observable only south of the 5th parallel of the Northern Hemisphere. One of the faintest constellations in the night sky, Mensa contains no apparently bright stars—the brightest, Alpha Mensae, is barely visible in suburban skies. Part of the Large Magellanic Cloud, several star clusters and a quasar lie in the area covered by the constellation, and at least three of its star systems have been found to have exoplanets. ## History Originally named "Montagne de la Table" or "Mons Mensae", Mensa was created by Nicolas-Louis de Lacaille out of dim Southern Hemisphere stars in honor of Table Mountain, a South African mountain overlooking Cape Town, near the location of Lacaille's observatory. He recalled that the Magellanic Clouds were sometimes known as Cape clouds, and that Table Mountain was often covered in clouds when a southeasterly stormy wind blew. Hence he made a "table" in the sky under the clouds. Lacaille had observed and catalogued 10,000 southern stars during a two-year stay at the Cape of Good Hope. He devised 14 new constellations in uncharted regions of the Southern Celestial Hemisphere not visible from Europe. Mensa was the only constellation that did not honor an instrument symbolic of the Age of Enlightenment. Sir John Herschel proposed shrinking the name to one word in 1844, noting that Lacaille himself had abbreviated some of his constellations thus. Although the stars of Mensa do not feature in any ancient mythology, the mountain it is named after has a rich mythology. Called "Tafelberg" in Dutch and German, it has two neighboring mountains called "Devil's Peak" and "Lion's Head". Table Mountain features in the mythology of the Cape of Good Hope, notorious for its storms. Explorer Bartolomeu Dias saw the mountain as a mythical anvil for storms. ## Characteristics Mensa is bordered by Dorado to the north, Hydrus to the northwest and west, Octans to the south, Chamaeleon to the east and Volans to the northeast. Covering 153.5 square degrees and 0.372% of the night sky, it ranks 75th of the 88 constellations in size. The three-letter abbreviation for the constellation, as adopted by the IAU in 1922, is "Men". The official constellation boundaries, as set by Belgian astronomer Eugène Delporte in 1930, are defined by a polygon of eight segments. In the equatorial coordinate system, the right ascension coordinates of these borders lie between and , while the declination coordinates are between −69.75° and −85.26°. The whole constellation is visible to observers south of latitude 5°N. ## Features ### Stars Lacaille gave eleven stars in the constellation Bayer designations, using the Greek alphabet to label them Alpha through to Lambda Mensae (excluding Kappa). Gould later added Kappa, Mu, Nu, Xi and Pi Mensae. Stars as dim as these were not generally given designations; however, Gould felt their closeness to the South Celestial Pole warranted their naming. Alpha Mensae is the brightest star with a barely visible apparent magnitude of 5.09, making it the only constellation with no star above magnitude 5.0. Overall, there are 22 stars within the constellation's borders brighter than or equal to apparent magnitude 6.5. - Alpha Mensae is a solar-type star (class G7V) 33.32 ± 0.02 light-years from Earth. It came to within 11 light-years from Earth around 250,000 years ago and would have been considerably brighter back then—nearly of second magnitude. An infrared excess has been detected around this star, indicating the presence of a circumstellar disk at a radius of over 147 astronomical units (AU). The estimated temperature of this dust is below 22 K. However, data from Herschel Space Observatory failed to confirm this excess, leaving the finding in doubt. No planetary companions have yet been discovered around it. It has a red dwarf companion star at an angular separation of 3.05 arcseconds; equivalent to a projected separation of roughly 30 AU. - Gamma Mensae is the second-brightest star in the constellation, at magnitude 5.19. Located 104.9 ± 0.5 light-years from Earth, it is an ageing (10.6 billion year-old) star around 1.04 times as massive as the Sun. It has swollen to around 5 times the solar radius, becoming an orange giant of spectral type K2III. - Beta Mensae is slightly fainter at magnitude 5.31. Located 660 ± 10 light-years from Earth, it is a yellow giant of spectral type G8III, around 3.6 times as massive and 513 times as luminous as the Sun. It is 270 million years old, and lies in front of the Large Magellanic Cloud. - Zeta and Eta Mensae have infrared excesses suggesting they too have circumstellar disks of dust. Zeta Mensae is an ageing white giant of spectral type A5 III around 394 ± 4 light-years from Earth, and Eta Mensae is an orange giant of spectral type K4 III, lying 650 ± 10 light-years away from Earth. - Pi Mensae is a solar-type (G1) star 59.62 ± 0.07 light-years distant. In 2001, a substellar companion was discovered in an eccentric orbit. Incorporating more accurate Hipparcos data yields a mass range for the companion to be anywhere from 10.27 to 29.9 times that of Jupiter. This confirms its substellar nature with the upper limit of mass putting it in the brown dwarf range. The discovery of a second substellar companion—a super-Earth—was announced on 16 September 2018. It takes 6.27 days to complete its orbit and is the first exoplanet detected by the Transiting Exoplanet Survey Satellite (TESS) submitted for publication. - HD 38283 (Bubup) is a Sun-like star of spectral type F9.5V of magnitude 6.7, located 124.3 ± 0.1 light-years distant. In 2011, a gas giant with an Earth-like orbital period of 363 days and a minimum mass a third that of Jupiter was discovered by the radial velocity method. - HD 39194 is an orange dwarf of spectral type K0V and magnitude 8.08, located 86.21 ± 0.09 light-years distant. Three planets in close orbit were discovered by the High Accuracy Radial Velocity Planet Searcher (HARPS) in 2011. The three take 5.6, 14 and 34 days to complete an orbit around their star, and have minimum masses 3.72, 5.94 and 5.14 times that of the Earth respectively. - TZ Mensae is an eclipsing binary that varies between magnitude 6.2 and 6.9 every 8.57 days. It is composed of two white main sequence stars in close orbit. One of these is of spectral type A0V, has a radius twice as that of the Sun and is 2.5 times as massive. The other, an A8V spectral type, has a radius 1.4 times that of the Sun and is 1.5 times as massive. - UX Mensae is another eclipsing binary system composed of two young stars around 1.2 times as massive as the Sun and 2.2 ± 0.5 billion years of age, orbiting each other every 4.19 days. The system is 338.2 ± 0.9 light-years distant. - TY Mensae is another eclipsing binary system classified as a W Ursae Majoris variable; the two components are so close that they share a common envelope of stellar material. The larger star has been calculated to be 1.86 times as massive, have 1.85 times the diameter and is 13.6 times as luminous, while the smaller is 0.4 times as massive, 0.84 times the diameter, and 1.7 times as luminous as the Sun. Their surface temperatures have been calculated at 8164 and 7183 K respectively. - YY Mensae is an orange giant of spectral type K1III around 2.2 times as massive as the Sun, with 12.7 times its diameter and 70 times its luminosity. A rapidly rotating star with a period of 9.5 days, it is a strong emitter of X-rays and belongs to a class of star known as FK Comae Berenices variables. These stars are thought to have formed with the merger of two stars in a contact binary system. With an apparent magnitude of 8.05, it is 707 ± 6 light-years distant. - AH Mensae is a cataclysmic variable star system composed of a white dwarf and a red dwarf that orbit each other every 2 hours 57 minutes. The stars are close enough that the white dwarf strips material off the red dwarf, creating an accretion disc that periodically ignites with a resulting brightening of the system. - TU Mensae is another cataclysmic variable composed of a red dwarf and white dwarf. The orbital period of 2 hours 49 minutes is one of the longest for cataclysmic variable systems exhibiting brighter outbursts, known as superhumps. The normal outbursts result in an increase in brightness lasting around a day every 37 days, while the superhumps last 5–20 days and take place every 194 days. - AO Mensae is a faint star of magnitude 9.8. An orange dwarf that has 80% the size and mass of the Sun, it is also a BY Draconis variable. These are a class of stars with starspots prominent enough that the star changes brightness as it rotates. It is a member of the Beta Pictoris moving group, a loose association of young stars moving across the galaxy. - WISE 0535−7500 is a binary system composed of two sub-brown dwarfs of spectral class cooler than Y1 located 47 ± 3 light-years away. Unable to be separated by observations to date, they are presumed to be of similar mass—8 to 20 times that of Jupiter—and are less than one AU apart. ### Deep-sky objects The Large Magellanic Cloud lies partially within Mensa's boundaries, although most of it lies in neighbouring Dorado. It is a satellite galaxy of the Milky Way, located at a distance of 163,000 light-years. Among its stars within Mensa are W Mensae, an unusual yellow-white supergiant that belongs to a rare class of star known as a R Coronae Borealis variable, HD 268835, a blue hypergiant that is girded by a vast circumstellar disk of dust, and R71, a luminous blue variable star that brightened in 2012 to over a million times as luminous as the Sun. Also within the galaxy is NGC 1987, a globular cluster estimated to be around 600 million years old that has a significant number of red ageing stars, and NGC 1848, a 27 million year old open cluster. Mensa contains several described open clusters, most of which can be only be clearly observed from large telescopes. PKS 0637-752 is a distant quasar with a calculated redshift of z = 0.651. It was chosen as the first target of the then newly-operational Chandra X-Ray Observatory in 1999. The resulting images revealed a gas jet approximately 330,000 light-years long. It is visible at radio, optical and x-ray wavelengths.
10,418,264
Craig Kieswetter
1,148,254,465
English cricketer
[ "1987 births", "Alumni of Diocesan College, Cape Town", "Brisbane Heat cricketers", "Cricketers from Johannesburg", "England One Day International cricketers", "England Twenty20 International cricketers", "English male golfers", "English people of Scottish descent", "English sportspeople of South African descent", "Golfers from Johannesburg", "Living people", "NBC Denis Compton Award recipients", "People educated at Millfield", "Somerset cricketers", "South African cricketers", "South African emigrants to the United Kingdom", "South African people of Scottish descent", "Warriors cricketers", "Wicket-keepers" ]
Craig Kieswetter (born 28 November 1987) is an English professional golfer and former cricketer who appeared in 71 matches for the England cricket team between 2010 and 2013. Born and raised in South Africa, Kieswetter moved to England to complete his education, and began playing county cricket for Somerset in 2007. Three years later, he made his international debut in a One Day International (ODI) against Bangladesh. A wicket-keeper batsman, he was considered a one-day specialist, and all his international appearances came in ODIs or Twenty20 Internationals. Kieswetter played junior cricket for Western Province until the age of 18, but lack of opportunity led him to seek an alternative route in England. He studied at Millfield, where he was noticed by Somerset. The county's lack of a strong wicket-keeper gave Kieswetter his opportunity, and he made his debut for the team early in the 2007 season. Through his Scottish mother, he qualified to play county cricket, and his performances soon generated discussion about his potential to play for England. Around this time, the captain of South Africa, Graeme Smith, invited him to return to play in South Africa but Kieswetter preferred to qualify for England. In early 2010, Kieswetter achieved his target; some strong performances for the England Lions, especially in a match against the senior England team, won him a place in the squad to face Bangladesh. His selection, along with the presence of other South African-born players in the England team, was criticised; some commentators suggested there should be fewer foreign-born players in the team. Kieswetter scored his only international century in his third match, and a couple of months later he was the man of the match in the final when England won the 2010 ICC World Twenty20. After a promising start for England, he was dropped owing to his inconsistency before the end of 2010. He returned to the team the following year, but his place was insecure, and in 2013 he was replaced by Jos Buttler, his teammate at Somerset. Kieswetter's career was cut short by an injury sustained while batting for Somerset in July 2014: a ball penetrated the gap between his helmet's grille and visor and struck him in the face, damaging his vision. There was some hope of a full recovery and he was named in a provisional England squad for the 2015 Cricket World Cup, but he continued to experience difficulties with his vision and he announced his retirement from professional cricket in June 2015, aged 27. In 2017, he became a professional golfer. ## Early life and career Kieswetter was born in Johannesburg to an Afrikaner father, Wayne, and Scottish mother, Belinda. He studied at Diocesan College in Cape Town, and played cricket for Western Province junior teams between the ages of 13 and 18. Kieswetter was disappointed when he was asked to play club cricket for two or three seasons before returning to play for the senior team; he never received an explanation and decided instead to pursue a cricket career in England, where he moved at the age of 18. He studied for his A-levels for a year at Millfield, where Mark Davis, a former Somerset bowler, spotted him. He was quickly signed by Somerset. At the 2006 Under-19s World Cup in Sri Lanka, he represented South Africa and won a Man of the Match award in a game against the United States for his innings of 80 off 66 balls. Kieswetter made his first appearance for Somerset's second team in May 2006, taking over from Sam Spurway as wicket-keeper midway through a match when the latter was injured. He scored 94 not out in his first innings of that match against Glamorgan, and by the end of the season he had scored 245 runs at an average of over 40. His performances were so strong that Somerset chose to release Spurway at the start of the 2007 season, and named Kieswetter alongside Carl Gazzard as their two wicket-keepers. In early April that year, he made his one-day debut for Somerset against Glamorgan; he made 69 not out off 58 balls and took a catch described as "world class" by Somerset's director of cricket, Brian Rose. He made his first-class debut the following month, keeping wicket while Derbyshire made 801 for 8 declared and scored 63 in the Somerset reply. Kieswetter continued to perform well during 2007 and 2008, and was awarded the NBC Denis Compton Award, as the "most promising young player", for Somerset in both seasons, scoring several fifties in first-class and one-day cricket. Against Glamorgan, he scored 93 while batting at number eight. Kieswetter came in after two wickets had been lost in an over, with the score at 250 for 6. His innings, which included a partnership of 130 with Andrew Caddick, helped Somerset to reach 402 and eventually win the match. Towards the end of the 2008 season, during a 40-over match against Gloucestershire, Kieswetter scored his first century for Somerset, scoring 121 runs from 107 balls, and sharing a competition-record 302-run partnership with Marcus Trescothick. In 2009, Kieswetter passed 1,000 first-class runs in a season for the only time during his career. Early in the year, he scored an unbeaten 150 in a high-scoring draw against Warwickshire, his maiden first-class century. A few weeks later, he scored 106 runs against Durham to help his county avoid defeat. In his report for ESPNcricinfo, Andrew McGlashan described Kieswetter as "another likely South African to make the transition to England colours". Kieswetter scored two further first-class centuries during the year, both at Taunton, against Sussex and Lancashire; he averaged just under 60 for his 1,242 first-class runs in the season. In one-day cricket, Kieswetter opened the batting alongside Trescothick, and averaged 65.83, scoring an unbeaten 138 off 131 balls against Warwickshire. In the quarter-final of the 2009 Friends Provident Trophy, Kieswetter scored his second one-day century of the season, but Somerset were defeated by six wickets. His 248 runs in the 2009 Twenty20 Cup helped Somerset reach the final of that competition, where they were again beaten by Sussex. He was awarded his county cap during the final game of the 2009 County Championship against Worcestershire. ## International cricketer ### International selection Following his strong performances for Somerset, Kieswetter was part of the England Performance Programme squad that spent eight weeks of the English winter training in Loughborough and Pretoria. The South African national cricket captain, Graeme Smith, said he wanted Kieswetter to return to play cricket in South Africa; rather than directly inviting him to play for the South Africa national cricket team, he stated that "the challenge is to get him back into our franchise system first, but he is certainly someone we have seen and would like to get back into the system". Kieswetter repeated his desire to play international cricket for England. In 2010, Kieswetter qualified to play for England on the basis of having a British passport, via his Scottish mother, and his residency in England. Under the rules for international cricket, he had to wait until four years after his last appearance for South Africa, which was on 16 February 2006 during the Under-19s World Cup. In January 2010, he was named as part of the England Lions squad to tour the United Arab Emirates for a series against Pakistan A. The England head coach, Andy Flower, described Kieswetter's performances during that tour as "a really good start", and described the Twenty20 warm-up match between the England Lions and the England senior team that followed the tour as "a chance for him to impress". During that match, which was played on the day that he qualified for England, Kieswetter scored 81 runs to help the Lions beat the senior team. After England's drawn T20I series with Pakistan in mid-February 2010, Kieswetter was added to the senior England squad for the ODI series against Bangladesh. He was immediately included in the team, playing as a specialist batsman alongside wicket-keeper Matt Prior, in the first warm-up match on 23 February against the Bangladesh Cricket Board XI. He scored 143, his career-best one-day score, from 123 balls. That score, and his performances for the England Lions, led to Kieswetter's selection for the first ODI against Bangladesh on 28 February. Opening the innings alongside captain Alastair Cook, Kieswetter struggled in his first over; he made 19 runs in an innings described by ESPNcricinfo's Andrew Miller as "tinged with nerves" and "chancy". In the next match, two days later, Kieswetter misplayed his first ball and was nearly dismissed; he was then caught off a similar mishit from the next ball bowled. In the third match, he scored his first international century – 107 runs – which helped England to 284 for five and a 45-run victory. England won the series 3–0. In contrast to the "hard-hitting batting" which Geoff Miller, the England selector, had cited as one of the reasons for his inclusion, Kieswetter's century was patiently built after a nervous start. When the England squad was announced for the 2010 ICC World Twenty20, Kieswetter was named as the only wicket-keeper in the squad, replacing Prior. Kieswetter opened the innings with Michael Lumb throughout the tournament, and ESPNcricinfo's Andrew McGlashan identified their performances as one of the reasons that England reached the final. During the final, Kieswetter was England's top-scorer, hitting 63 runs from 49 balls, and was named as the man of the match as England won their first ICC global title. During the tournament, Kieswetter scored 222 runs, the fourth-most of any player, at an average of 31.71 and a strike rate of 116.84. ### Dropped and recalled by England After returning to England, Kieswetter's form dipped, and he scored 121 runs from eight ODIs against Australia and Bangladesh. As a result, when England played five ODIs against Pakistan in September, Kieswetter was omitted and Worcestershire's Steven Davies was preferred, although Kieswetter was included in the T20I squad. Kieswetter opened the innings alongside Davies, who was playing as wicket-keeper, in the two T20Is, but made scores of only six and sixteen. Although named in the T20I squad for the tour of Australia, he was not selected to play, and instead took part in the England Performance Programme XI tour, before joining up with the England Lions to take part in the Regional Four Day Competition in the West Indies. During the competition, Kieswetter scored two centuries, against the Leeward Islands and the Combined Campuses and Colleges. Kieswetter began the 2011 season strongly for Somerset, scoring 308 runs in his first four one-day matches, including two centuries. Another century, in the County Championship prompted Jeremy James of ESPNcricinfo to ask "whether Craig Kieswetter will regain his place in England's one-day side before Jos Buttler assumes it ahead of him". His form earned him a recall to England's one-day squads for the series against Sri Lanka, Geoff Miller saying "[Kieswetter] will offer some real fire power with the bat along with his ability with the gloves". In his first match back for England, the Twenty20 match, Kieswetter scored only four runs, but he was England's top-scorer in the first ODI match, with 61 runs. He struck another half-century in the fourth match of the series: he scored 72 not out as England won by ten wickets. A week later, playing for Somerset against Nottinghamshire, he scored 164 runs, the highest innings of his first-class career, as part of a 290-run partnership with James Hildreth. Kieswetter remained England wicket-keeper for the T20I and ODI matches against India late in the season. In the T20I, Buttler, his fellow Somerset wicket-keeper, made his debut, albeit as a specialist batsman; Jonny Bairstow, the Yorkshire wicket-keeper, made his debut in the final ODI in a similar role. In that series, Kieswetter struggled against the moving ball in English conditions but was praised for his attacking batting, including 46 runs from 25 balls in the second match. Based on the number of appearances that he made for England, Kieswetter was awarded an incremental contract by the England and Wales Cricket Board (ECB) in September 2011. During England's subsequent 5–0 ODI series loss in India, described by the Wisden Cricketers' Almanack's Stephen Brenkley as "a tour too far for England", Kieswetter was the only England batsman to maintain a strike rate above 100. He scored one half-century during the tour, and was included in the England Lions squad that toured Sri Lanka three months later. ### End of international career Playing for the Lions, Kieswetter moved into the middle-order, rather than opening the batting; this was intended to prepare him for a similar switch with the senior England team to allow Kevin Pietersen to open. He scored a century and a half-century to help England win the series 3–2, though he was outperformed by Buttler. In early 2012, playing against Pakistan in the United Arab Emirates, Kieswetter batted only twice in the ODI series, and was praised for his 43-run contribution in the fourth match, though George Dobell of ESPNcricinfo identified his wicket-keeping as "still not as polished as he would like". Although Kieswetter dropped down the order in ODIs, he retained his place opening the batting in T20Is. In contrast to the 2010 World Twenty20, when the England players were told to attack bat selflessly, in 2012 the team was instructed to avoid losing early wickets, and Kieswetter struggled to adapt his game to score low-risk singles and rotate the strike. During the 2012 ICC World Twenty20, he lost his place in England's T20I team after a match against New Zealand in which he scored four runs from fourteen balls. That was his final international Twenty20 match. In his 25 games, he scored 526 runs at an average of 21.91 and a strike rate of 111.91. Despite his struggles in international cricket, Kieswetter had a successful season with Somerset in 2012; he scored 848 first-class runs at an average of just over 60, including a century against Warwickshire and one for the Lions against Australia A. The following year, he retained his place in the ODI team for the tour of India, although ESPNcricinfo's Alex Winter suggested that it might be due to "England's desire to protect the workload of their players ahead of back-to-back Ashes series." Winter's colleague, Dobell, described the England ODI wicket-keeper position as one of England's key areas requiring resolution, citing both Bairstow and Buttler as candidates to take over, as well as the possibility of Matt Prior, the England Test wicket-keeper, reclaiming the role. Kieswetter played the first three ODIs of the series, scoring 24 not out, 18 and 0 before he was dropped and replaced by Buttler. Dobell described Kieswetter as "perhaps ... a little unfortunate", but cited his inability to adjust his game and the number of balls he blocked as the reasons for his removal. He played 46 ODIs, scoring 1,054 runs at an average of 30.11. ## Later domestic career The competition between Kieswetter and Buttler for England's one-day wicket-keeping role also caused conflict at Somerset for the 2013 season: both players wanted to fulfil the role for the county. Kieswetter began the season as the wicket-keeper in the County Championship, but broke his thumb during the third match of the season, which kept him out of action for six weeks. Kieswetter had a particularly strong Twenty20 season, finishing as the leading run-scorer in the 2013 Friends Life t20 with 517 runs, including five half-centuries. His teammate, Peter Trego, praised Kieswetter's ability to build big innings in Twenty20 cricket, and Kieswetter himself said that he "tried to be a bit more of a responsible player, rather than just power blazing." He scored a late-season century against Warwickshire in the County Championship, but in a season in which Somerset struggled against relegation, he scored a relatively modest 606 first-class runs at an average of 31.89. At the end of the season, Buttler, whose contract with Somerset had expired, announced that he was joining Lancashire, leaving Kieswetter as the clear first-choice wicket-keeper at Somerset. Kieswetter signed with the Brisbane Heat for the 2013–14 Big Bash League. During the tournament, he scored 192 runs from eight matches including two half-centuries. He entered the 2014 Indian Premier League auction, but remained unsold. He was called up as a late replacement for the injured Luke Wright for England's squad in the 2014 ICC World Twenty20, but was not selected to play. He began the 2014 season positively for Somerset, particularly in the Twenty20 competition, in which he scored six half-centuries in ten innings, averaging just under 50. ## Injury and retirement from cricket On 12 July 2014, Kieswetter suffered a broken nose and fractured cheek bone while batting for Somerset against Northamptonshire in a County Championship match. The bowler, David Willey, delivered a bouncer which went through the gap between the grille and the peak of Kieswetter's helmet and struck him in the face. The injuries were initially described by Somerset's chairman, Andy Nash, as "serious but non-career threatening". He underwent facial surgery, and suffered from double vision for a while after. He returned to the Somerset side before the end of the 2014 season and scored a half-century in his first match back, against Middlesex, though he admitted that his vision was still not fully recovered. Kieswetter signed for the South African franchise Warriors as their overseas player to play in the Ram Slam T20 Challenge for the 2014–15 season. He played all ten matches for the Warriors, scoring 199 runs at an average of 22.11, including two half-centuries. On 10 December 2014, despite having been named in England's 30-man provisional 2015 Cricket World Cup squad, Kieswetter revealed that he was still suffering vision problems. He announced that he would not play in the 2015 season and would seek further treatment. The following June, he announced his retirement from professional cricket, saying that, although he was still capable of playing, he could not play to the standard he wanted: "In the end I just thought, there are too many mediocre players in county cricket – and good luck to them – but I don't want to be another one." He found batting in floodlit conditions particularly difficult, and described the vision in his right eye as being "only at 80 or 85 percent". He finished his career with similar statistics in first-class and one-day cricket; in both he averaged just under 40 and had scored eleven centuries. In Twenty20 cricket, his highest score was 89 not out, and he averaged just over 30. In an interview with ESPNcricinfo shortly after his retirement, Kieswetter said that he would be interested in working in the media, perhaps as part of a commentary team for Twenty20 matches. Although rare, the injury to Kieswetter was followed by another high-profile case, when Phillip Hughes died after being struck on the head by a cricket ball while batting. These incidents led the ECB to make the wearing of helmets mandatory for professional cricketers in England from the start of the 2016 season, and banned them from wearing helmets with adjustable grilles, specifying that the gap between the grille and the helmet's peak should be no more than 50 millimetres (2.0 in). ## Playing style Kieswetter's confident and attacking batting style was compared to that of Kevin Pietersen, another England batsman of South African origin. Although Kieswetter favoured the off-side, he was also strong behind square on both sides, and stood with a typical South African stance, his bat held high. He played with what Wisden described as an "attractive, uncomplicated front-foot technique". He began his career playing in front of his stumps, but once bowlers had worked out his technique, he moved his batting stance to outside the leg stump to give himself more space to drive the ball. This move had some success on flat subcontinental pitches, but was less effective in England, where the ball tended to change direction more. Kieswetter admitted that the change had not worked, saying that "I wasn’t really moving my feet. I was staying leg-side and playing with my hands. My technique just wasn’t strong enough to cope." After being dropped by England, Kieswetter worked on his batting, which had been described by Steve James as a "frenzy at the crease, as manic as a teenager on a night out". He moved back in front of his stumps, and maintained a calmer mentality, aiming to construct an innings. He was generally more highly regarded for his batting than his wicket-keeping, often drawing criticism for the quality of his glovework. Despite this, he was at times considered to be a better wicket-keeper than two of his rivals for England; Bairstow and Buttler. Nonetheless, playing in an era when international teams did not play specialist wicket-keepers, Kieswetter's selection was based primarily upon his batting ability, rather than his keeping ability. For a couple of matches during 2012, he was used as an off spin bowler by Somerset, collecting three wickets. Somerset experimented with Kieswetter throughout the order, trying to find the most effective place for him. He began as a middle-order batsman, but by the end of the 2007 season, although he remained in the middle-order in first-class cricket, Kieswetter regularly found himself opening the batting alongside Marcus Trescothick in one-day cricket, a role he would also take up in opening six matches of the 2009 Twenty20 Cup, although he later dropped back into the middle order to improve the balance of the side. On his international call-up, England chose to use Kieswetter as an opening batsman. He was selected "because of his proven ability to pierce the field in the Powerplay overs, particularly with his booming drives up and over the covers." He later moved down the order for England to accommodate Kevin Pietersen as opener. ## Golf career After Kieswetter's retirement from cricket, his father suggested that he take a break and play some golf. He had done so during his youth in South Africa, playing in provincial tournaments. After some lessons with David Leadbetter, who suggested that he try to become a professional golfer, Kieswetter began to enter amateur tournaments. After performing well in those events, he set himself a target of becoming a professional, and playing regularly on the European Tour. In late 2016, he took part in a couple of PGA EuroPro Tour tournaments and one on the MENA Golf Tour. In early 2017, he turned professional and in March played in the MENA Golf Tour qualifying school in Morocco, finishing tied for 31st place and earning a card for the 2017 season. He played regularly on the Tour during 2017 and in September won his biggest prize of the season, winning US\$360 in the Dubai Creek Open after finishing tied for 38th place.
345,103
Cosmo Gordon Lang
1,157,973,013
British archbishop (1864–1945)
[ "1864 births", "1945 deaths", "19th-century Anglican theologians", "19th-century English Anglican priests", "20th-century Anglican archbishops", "20th-century Anglican theologians", "Alumni of Balliol College, Oxford", "Alumni of Ripon College Cuddesdon", "Alumni of the University of Glasgow", "Anglo-Catholic bishops", "Anglo-Scots", "Archbishops of Canterbury", "Archbishops of York", "Bailiffs Grand Cross of the Order of St John", "Barons created by George VI", "Bishops of Stepney", "British Anglo-Catholics", "Burials at Canterbury Cathedral", "City of London Yeomanry (Rough Riders) officers", "Members of the Privy Council of the United Kingdom", "Ordained peers", "People from Banff and Buchan", "People from Fyvie", "Presidents of the Oxford Union" ]
William Cosmo Gordon Lang, 1st Baron Lang of Lambeth, GCVO, GCStJ, PC (31 October 1864 – 5 December 1945) was a Scottish Anglican prelate who served as Archbishop of York (1908–1928) and Archbishop of Canterbury (1928–1942). His elevation to Archbishop of York, within 18 years of his ordination, was the most rapid in modern Church of England history. As Archbishop of Canterbury during the abdication crisis of 1936, he took a strong moral stance, his comments in a subsequent broadcast being widely condemned as uncharitable towards the departed king. The son of a Scots Presbyterian minister, Lang abandoned the prospect of a legal and political career to train for the Anglican priesthood. Beginning in 1890, his early ministry was served in slum parishes in Leeds and Portsmouth, except for brief service as Vicar of the University Church of St Mary the Virgin in Oxford. In 1901 he was appointed suffragan Bishop of Stepney in London, where he continued his work among the poor. He also served as a canon of St Paul's Cathedral, London. In 1908 Lang was nominated as Archbishop of York, despite his relatively junior status as a suffragan rather than a diocesan bishop. His religious stance was broadly Anglo-Catholic, tempered by the liberal Anglo-Catholicism advocated in the Lux Mundi essays. He consequently entered the House of Lords as a Lord Spiritual and caused consternation in traditionalist circles by speaking and voting against the Lords' proposal to reject David Lloyd George's 1909 "People's Budget". This radicalism was not maintained in subsequent years. At the start of the First World War, Lang was heavily criticised for a speech in which he spoke sympathetically of the German Emperor. This troubled him greatly and may have contributed to the rapid ageing which affected his appearance during the war years. After the war he began to promote church unity and at the 1920 Lambeth Conference was responsible for the Church's Appeal to All Christian People. As Archbishop of York he supported controversial proposals for the 1928 revision of the Book of Common Prayer but, after acceding to Canterbury, he took no practical steps to resolve this issue. Lang became Archbishop of Canterbury in 1928. He presided over the 1930 Lambeth Conference, which gave limited church approval to the use of contraception. After denouncing the Italian invasion of Abyssinia in 1935 and strongly condemning European antisemitism, Lang later supported the appeasement policies of the British government. In May 1937 he presided over the coronation of King George VI and Queen Elizabeth. On retirement in 1942 Lang was raised to the peerage as Baron Lang of Lambeth and continued to attend and speak in House of Lords debates until his death in 1945. Lang himself believed that he had not lived up to his own high standards. Others have praised his qualities of industry, his efficiency and his commitment to his calling. ## Early life ### Childhood and family Cosmo Gordon Lang was born in 1864 at the manse in Fyvie, Aberdeenshire, the third son of the local Church of Scotland minister, John Marshall Lang, and his wife Hannah Agnes Lang. Cosmo was baptised at Fyvie church by a neighbouring minister, the name "William" being added inadvertently to his given names, perhaps because the local laird was called William Cosmo Gordon. The additional name was rarely used subsequently. In January 1865 the family moved to Glasgow on John Lang's appointment as a minister in the Anderston district. Subsequent moves followed: in 1868 to Morningside, Edinburgh and, in 1873, back to Glasgow when John Lang was appointed minister to the historic Barony Church. Among Cosmo's brothers were Marshall Buchanan Lang, who followed his father into the Church of Scotland, eventually serving as its Moderator in 1935; and Norman Macleod Lang, who served the Church of England as Bishop suffragan of Leicester. In Glasgow, Lang attended the Park School, a day establishment where he won a prize for an essay on English literature and played the occasional game of football; otherwise, he recorded, "I was never greatly interested in [the school's] proceedings." Holidays were spent in different parts of Scotland, most notably in Argyll to which, later in life, Lang would frequently return. In 1878, at the age of 14, Lang sat and passed his matriculation examinations. Despite his youth, he began his studies at the University of Glasgow later that year. ### University of Glasgow At the university Lang's tutors included some of Scotland's leading academics: the Greek scholar Richard Claverhouse Jebb, the physicist William Thomson (who was later created Lord Kelvin) and the philosopher Edward Caird. Long afterwards Lang commented on the inability of some of these eminent figures to handle "the Scottish boors who formed a large part of their classes". Lang was most strongly influenced by Caird, who gave the boy's mind "its first real awakening". Lang recalled how, in a revelation as he was passing through Kelvingrove Park, he expressed aloud his sudden conviction that: "The Universe is one and its Unity and Ultimate Reality is God!" He acknowledged that his greatest failure at the university was his inability to make any progress in his understanding of mathematics, "to me, then and always, unintelligible". In 1881 Lang made his first trip outside Scotland, to London where he heard the theologian and orator Henry Parry Liddon preach in St Paul's Cathedral. He also heard William Ewart Gladstone and Joseph Chamberlain debating in the House of Commons. Later that year he travelled to Cambridge to stay with a friend who was studying there. A visit to King's College Chapel persuaded Lang that he should study at the college; the following January he sat and passed the entrance examination. When he discovered that as part of his degree studies he would be examined in mathematics, his enthusiasm disappeared. Instead, he applied to Balliol College, Oxford, and was accepted. In mid-1882 he ended his studies at Glasgow with a Master of Arts degree, and was awarded prizes for essays on politics and church history. ### Oxford Lang started at Balliol in October 1882. In his first term he successfully sat for the Brackenbury Scholarship, described by his biographer John Gilbert Lockhart as "the Blue Ribbon of history scholarship at any University of the British Isles". In February 1883 his first speech at the Oxford Union, against the disestablishment of the Church of Scotland, was warmly received; the chairman likened his oratory to that of the Ancient Greek statesman, Demosthenes. He became the Union's president in the Trinity term of 1883, and the following year was a co-founder of the Oxford University Dramatic Society (OUDS). Although Lang considered himself forward-thinking, he joined and became secretary of the Canning Club, the university's principal Conservative society. His contemporary Robert Cecil recorded that Lang's "progressive" opinions were somewhat frowned upon by traditional Tories, who nevertheless respected his ability. Lang later assisted in the founding of the University settlement of Toynbee Hall, a mission to help the poor in the East End of London. He had been first drawn to this work in 1883, after listening to a sermon in St Mary's Church, Oxford, by Samuel Augustus Barnett, Vicar of St Jude's, Whitechapel. Barnett became the settlement's first leader, while Lang became one of its first undergraduate secretaries. He spent so much time on these duties that he was chided by the Master of Balliol, Benjamin Jowett, for neglecting his studies. In 1886 Lang graduated with first-class honours in History; in October he failed to secure a Fellowship of All Souls College, blaming his poor early scholastic training in Glasgow. ### Towards ordination Lang's career ambition from early in life was to practise law, enter politics and then take office in some future Conservative administration. In 1887 he began his studies for the English Bar, working in the London chambers of W.S. Robson, a future Attorney-General, whose "vehement radicalism was an admirable stimulus and corrective to [Lang's] liberal Conservatism". During these years Lang was largely aloof from religion, but continued churchgoing out of what he termed "hereditary respect". He attended services at the nonconformist City Temple church and sometimes went to St Paul's Cathedral. Of his life at that time he said: "I must confess that I played sometimes with those external temptations that our Christian London flaunts in the face of its young men." In October 1888 Lang was elected to an All Souls Fellowship, and began to divide his time between London and Oxford. Some of his Oxford friends were training for ordination and Lang was often drawn into their discussions. Eventually the question entered Lang's mind: "Why shouldn't you be ordained?" The thought persisted, and one Sunday evening in early 1889, after a visit to the theological college at Cuddesdon in Oxfordshire, Lang attended evening service at Cuddesdon parish church. By his own account, during the sermon he was gripped by "a masterful inward voice" which told him "You are wanted. You are called. You must obey." He immediately severed his connection with the Bar, renounced his political ambitions and applied for a place at Cuddesdon College. With the help of an All Souls contact, the essential step of his confirmation into the Church of England was supervised by the Bishop of Lincoln. Lang's decision to become an Anglican and seek ordination disappointed his Presbyterian father, who nevertheless wrote to his son: "What you think, prayerfully and solemnly, you ought to do – you must do – we will accept." ## Early ministry ### Leeds After a year's study at Cuddesdon, Lang was ordained as deacon. He rejected an offer of the chaplaincy of All Souls as he wanted to be "up and doing" in a tough parish. Lang identified with the Anglo-Catholic tradition of the Church of England, in part, he admitted, as a reaction against his evangelical upbringing in the Church of Scotland. His sympathies lay with the progressive wing of Anglo-Catholicism represented by the Lux Mundi essays, published in 1888 by a group of forward-looking Oxford theologians. Among these was Edward Stuart Talbot, Warden of Keble, who in 1888 had become Vicar of Leeds Parish Church. Talbot had contributed the essay entitled "The Preparation for History in Christ" in Lux Mundi. On ordination Lang eagerly accepted the offer of a curacy under Talbot, and arrived in Leeds in late 1890. Leeds Parish Church, rebuilt and reconsecrated in 1841 after an elaborate ceremony, was of almost cathedral size, the centre of a huge parish ministered by many curates. Lang's district was the Kirkgate, one of the poorest areas, many of whose 2,000 inhabitants were prostitutes. Lang and his fellow curates fashioned a clergy house from a derelict public house. He later moved next door, into a condemned property which became his home for his remaining service in Leeds. In addition to his normal parish duties, Lang acted temporarily as Principal of the Clergy School, was chaplain to Leeds Infirmary, and took charge of a men's club of around a hundred members. On 24 May 1891 he was ordained to full priesthood. Lang continued to visit Oxford when time allowed and on a visit to All Souls in June 1893 he was offered the post of Dean of Divinity at Magdalen College. Other offers were open to him; the Bishop of Newcastle wished to appoint him vicar of the cathedral church in Newcastle and Benjamin Jowett wished him to return to Balliol as a tutor in theology. Lang chose Magdalen; the idea of being in charge of young men who might in the future achieve positions of responsibility was attractive to him and, in October 1893, with many regrets, he left Leeds. ### Magdalen College As Magdalen's Dean of Divinity (college chaplain), Lang had pastoral duties with the college's undergraduates and responsibility for the chapel and its choir. Lang was delighted with this latter obligation; his concern for the purity of the choir's sound led him to request that visitors "join in the service silently". In 1894 Lang was asked to add to his workload by acting as Vicar of the University Church of St Mary the Virgin, where John Henry Newman had begun his Oxford ministry in 1828. The church had almost ceased to function when Lang took it over, but he revived regular services, chose preachers with care and slowly rebuilt the congregation. In December 1895 he was offered the post of Vicar of Portsea, a large parish within Portsmouth on the south coast, but he was not ready to leave Oxford and refused. Some months later he had further thoughts; the strain of his dual appointment in Oxford was beginning to tell and, he claimed, "the thought of this great parish [of Portsea] and work going a-begging troubled my conscience." After discovering that the Portsea offer was still open, he decided to accept, though with some misgiving. ### Portsea Portsea, covering much of the town of Portsmouth, was a dockside parish of around 40,000 inhabitants with a mixture of housing ranging from neat terraces to squalid slums. The large, recently rebuilt church held more than 2,000 people. Lang arrived in June 1896 to lead a team of more than a dozen curates serving the five districts of the parish. He quickly resumed the kind of urban parish work he had carried out in Leeds; he founded a Sunday afternoon men's conference with 300 men, and supervised the construction of a large conference hall as a centre for parish activities. He also pioneered the establishment of parochial church councils long before they were given legal status in 1919. Outside his normal parish duties, Lang served as chaplain to the local prison, and became acting chaplain to the 2nd Hampshire Royal Artillery Volunteer Corps. Lang's relationship with his curates was generally formal. They were aware of his ambition and felt that he sometimes spent too much time on his outside interests such as his All Souls Fellowship, but were nevertheless impressed by his efficiency and his powers of oratory. The Church historian Adrian Hastings singles out Portsea under Lang as an example of "extremely disciplined pastoral professionalism". Lang may have realised that he was destined for high office; he is reported to have practised the signature "Cosmo Cantuar" during a relaxed discussion with his curates ("Cantuar" is part of the Archbishop of Canterbury's formal signature). In January 1898 he was invited by Queen Victoria to preach at Osborne House, her Isle of Wight home. Afterwards he talked with the Queen who, Lang records, suggested that he should marry. Lang replied that he could not afford to as his curates cost too much. He added: "If a curate proves unsatisfactory I can get rid of him. A wife is a fixture." He was summoned on several more occasions and in the following January was appointed an Honorary Chaplain to the Queen. These visits to Osborne were the start of a close association with the Royal Family which lasted for the rest of Lang's life. As one of the Queen's chaplains, he assisted in the funeral arrangements after her death in January 1901. ## Bishop and canon In March 1901 Lang was appointed suffragan Bishop of Stepney and a canon of St Paul's Cathedral. These appointments reflected his growing reputation and recognised his successful ministry in working-class parishes. He was consecrated bishop by the Archbishop of Canterbury, Frederick Temple, in St Paul's Cathedral, on 1 May; his time would subsequently be divided between his work in the Stepney region and his duties at St Paul's. The University of Oxford honoured him with the degree of Doctor of Divinity in late May 1901. ### Stepney Lang's region of Stepney within the Diocese of London extended over the whole area generally known as London's East End, with two million people in more than 200 parishes. Almost all were poor, and housed in overcrowded and insanitary conditions. Lang knew something of the area from his undergraduate activities at Toynbee Hall, and his conscience was troubled by the squalor that he saw as he travelled around the district, usually by bus and tram. Lang's liberal conservatism enabled him to associate easily with Socialist leaders such as Will Crooks and George Lansbury, successive mayors of Poplar; he was responsible for bringing the latter back to regular communion in the Church. In 1905 he and Lansbury joined the Central London Unemployed Body, set up by the government to tackle the region's unemployment problems. That same year Lang took as his personal assistant a young Cambridge graduate and clergyman's son, Dick Sheppard, who became a close friend and confidante. Sheppard was eventually ordained, becoming a radical clergyman and founder of the Peace Pledge Union. Lang believed that socialism was a growing force in British life, and at a Church Congress in Great Yarmouth in 1907 he speculated on how the Church should respond to this. His remarks reached The New York Times, which warned that modern socialism was often equated with unrest, that "the cry of the demagogue is in the air" and that the Church should not heed this cry. Much of the work in the district was supported by the East London Church Fund, established in 1880 to provide for additional clergy and lay workers in the poorest districts. Lang preached in wealthier parishes throughout Southern England, and urged his listeners to contribute to the Fund. He resumed his ministry to the army when, in 1907, he was appointed Honorary Chaplain to the City of London Imperial Yeomanry (Rough Riders). He became chairman of the Church of England Men's Society (CEMS), which had been founded in 1899 by the merger of numerous organisations doing the same work. Initially he found it "a very sickly infant", but under his leadership it expanded rapidly, and soon had over 20,000 members in 600 branches. Later he became critical of the Church's failure to use this movement effectively, calling it one of the Church's lost opportunities. ### St Paul's Cathedral Lang's appointment as a canon of St Paul's Cathedral required him to spend three months annually as the canon in residence, with administrative and preaching duties. Following his appointment as canon, he was also appointed treasurer of the cathedral. His preaching on Sunday afternoons caught the attention of William Temple, Lang's future successor at both York and Canterbury, who was then an undergraduate at Oxford. Temple observed that, in contrast to the Bishop of London's sermons, listening to Lang brought on an intellectual rather than emotional pleasure: "I can remember all his points, just because their connexion is inevitable.... And for me, there is no doubt that this is the more edifying by far." Lang was a member of the cathedral's governing body, the Dean and Chapter, and was responsible for the organisation of special occasions, such as the service of thanksgiving for King Edward VII's recovery from appendicitis in July 1902. ## Archbishop of York ### Appointment In late 1908 Lang was informed of his election as Bishop of Montreal. Letters from the Governor General of Canada and the Canadian High Commissioner urged him to accept, but the Archbishop of Canterbury asked him to refuse. A few weeks later a letter from H. H. Asquith, the prime minister, informed Lang that he had been nominated Archbishop of York. Lang was only 44 years old, and had no experience as a diocesan bishop. On the issue of age, the Church Times believed that Asquith deliberately recommended the youngest bishop available, after strong political lobbying for the appointment of the elderly Bishop of Hereford, John Percival. Such a promotion for a suffragan, and within so short a period after ordination, was without recent precedent in the Church of England. Lang's friend Hensley Henson, a future Bishop of Durham, wrote: "I am, of course, surprised that you go straight to an archbishopric ... But you are too meteoric for precedent." The appointment was generally well received, although the Protestant Truth Society sought in vain to prevent its confirmation. Strong opponents of Anglo-Catholic practices, they maintained that as Bishop of Stepney Lang had "connived at and encouraged flagrant breaking of the law relating to church ritual". ### First years Lang's election to York was confirmed on 20 January and he was enthroned at York Minster on 25 January 1909. In 18 years since ordination he had risen to the second-highest position in the Church of England. In addition to his diocesan responsibilities for York itself, he became head of the entire Northern Province, and a member of the House of Lords. Believing that the Diocese of York was too large, he proposed reducing it by forming a new Diocese of Sheffield, which after several years' work was inaugurated in 1914. In the years following his appointment, Lang spoke out on a range of social and economic issues, and in support of improved working conditions. After taking his seat in the House of Lords in February 1909, he made his maiden speech in November in the debate on the controversial People's Budget, advising the Lords against their intention to reject this measure. He cast his first Lords vote against rejection, because he was "deeply convinced of the unwisdom of the course the Lords proposed to take". Although his speech was received with respect, Lang's stance was politely reproved by the leading Conservative peer Lord Curzon. Despite this socially progressive stance, Lang's political instincts remained conservative. He voted against the 1914 Irish Home Rule Bill and opposed liberalisation of the divorce laws. After playing a prominent role in King George V's coronation in 1911, Lang became increasingly close to the Royal Family, an association which drew the comment that he was "more courtier than cleric". His love of ceremony, and concern for how an archbishop should look and live, began to obscure other aspects of his ministry; rather than assuming the role of the people's prelate he began, in the words of his biographer Alan Wilkinson, to act as a "prince of the church". ### First World War When war broke out in August 1914, Lang concluded that the conflict was righteous, and that younger clergy should be encouraged to serve as military chaplains, although it was not their duty to fight. He thereafter was active in recruiting campaigns throughout his province. At a meeting in York in November 1914 he caused offence when he spoke out against excessive anti-German propaganda, and recalled a "sacred memory" of the Kaiser kneeling with King Edward VII at the bier of Queen Victoria. These remarks, perceived as pro-German, produced what Lang termed "a perfect hail of denunciation". The strain of this period, coupled with the onset of alopecia, drastically altered Lang's relatively youthful appearance to that of a bald and elderly-looking man. His friends were shocked; the king, meeting him on the Royal train, apparently burst into guffaws of laughter. Public hostility against Lang was slow to subside, re-emerging from time to time throughout the war. Lang continued his contribution to the war effort, paying visits to the Grand Fleet and to the Western Front. He applied all his organisational skills to the Archbishop of Canterbury's National Mission of Repentance and Hope, an initiative designed to renew Christian faith nationwide, but it failed to make a significant impact. As a result of the Battle of Jerusalem of December 1917, the British Empire's Egyptian Expeditionary Force captured the Holy City, bringing it under Christian control for the first time since the Crusades. As Prelate of the Venerable Order of Saint John, Lang led a service of celebration on 11 January 1918 at the Order's Grand Priory Church, Clerkenwell. He explained that it was 917 years since the Order's hospital had been founded in Jerusalem, and 730 years since they were driven out by Saladin. "London is the city of the Empire's commerce, but Jerusalem is the city of the soul, and it is particularly fitting that British Armies should have delivered it out of the hands of the infidel." Early in 1918, at the invitation of the Episcopal Church of the United States, he made a goodwill visit to America, praising the extent and willingness of America's participation in the war. The Westminster Gazette called this "one of the most moving and memorable visits ever paid by an Englishman [sic] to the United States". ### Post-war years After the war, Lang's primary cause was that of church unity. In 1920, as chairman of the Reunion Committee at the Sixth Lambeth Conference, he promoted an "Appeal to all Christian People", described by Hastings as "one of the rare historical documents that does not get forgotten with the years". It was unanimously adopted as the Conference's Resolution 9, and ended: "We ... ask that all should unite in a new and great endeavour to recover and to manifest to the world the unity of the Body of Christ for which He prayed." Despite initial warmth from the English Free Churches, little could be achieved in terms of practical union between episcopal and non-episcopal churches, and the initiative was allowed to lapse. Historically, the Appeal is considered the starting-point for the more successful ecumenical efforts of later generations. Lang was supportive of the Malines Conversations of 1921–26, though not directly involved. These were informal meetings between leading British Anglo-Catholics and reform-minded European Roman Catholics, exploring the possibility of reuniting the Anglican and Roman communions. Although the discussions had the blessing of Randall Davidson, the Archbishop of Canterbury, many Anglican evangelicals were alarmed by them. Ultimately, the talks foundered on the entrenched opposition of the Catholic ultramontanes. A by-product of these conversations may have been the awakening of opposition to the revision of the Anglican Prayer Book. The focus of this revision, which Lang supported, was to make concessions to Anglo-Catholic rituals and practices in the Anglican service. The new Prayer Book was overwhelmingly approved by the Church's main legislative body, the Church Assembly, and by the House of Lords. Partly through the advocacy of the fervently evangelical Home Secretary, Sir William Joynson-Hicks, the revision was twice defeated in the House of Commons, in December 1927 by 238 votes to 205 and, in June 1928, by 266 to 220. Lang was deeply disappointed, writing that "the gusts of Protestant convictions, suspicions, fears [and] prejudices swept through the House, and ultimately prevailed." On 26 April 1923, George V awarded Lang the Royal Victorian Chain, an honour in the personal gift of the Sovereign After the marriage of Prince Albert, Duke of York (later George VI) in 1923, Lang formed a friendship with his Duchess (later Queen Elizabeth The Queen Mother) which lasted for the rest of Lang's life. In 1926, he baptised Princess Elizabeth (later Elizabeth II) in the private chapel of Buckingham Palace. In January 1927, Lang took centre-stage in the elaborate ceremonies which marked the 1,300th anniversary of the founding of York Minster. ## Archbishop of Canterbury ### In office Archbishop Davidson resigned in July 1928, believed to have been the first Archbishop of Canterbury ever to retire voluntarily. On 26 July Lang was notified by the Prime Minister, Stanley Baldwin, that he would be the successor; William Temple would succeed Lang at York. Lang was enthroned as the new Archbishop of Canterbury on 4 December 1928, the first bachelor to hold the appointment in 150 years. A contemporary Time magazine article described Lang as "forthright and voluble" and as looking "like George Washington". Lang's first three years at Canterbury were marked by intermittent illnesses, which required periods of convalescence away from his duties. After 1932, he enjoyed good health for the rest of his life. Lang avoided continuation of the Prayer Book controversy of 1928 by allowing the parliamentary process to lapse. He then authorised a statement permitting use of the rejected Book locally if the parochial church council gave approval. The issue remained dormant for the rest of Lang's tenure at Canterbury. He led the 1930 Lambeth Conference, where further progress was made in improving relations with the Eastern Orthodox Churches and the Old Catholics, although again no agreement could be reached with the non-episcopal Free Churches. On an issue of greater concern to ordinary people, the Conference gave limited approval, for the first time, to the use of contraceptive devices, an issue in which Lang had no interest. Through the 1930s Lang continued to work for Church unity. In 1933 the Church of England assembly formed a Council on Foreign Relations and, in the following years, numerous exchange visits with Orthodox delegations took place, a process only halted by the outbreak of war. Lang's 1939 visit to the Ecumenical Patriarch of Constantinople is regarded as the high point of his ecumenical record. George Bell, Bishop of Chichester, maintained that no one in the Anglican Communion did more than Lang to promote the unity movement. In 1937 the Oxford Conference on Church and Society, which later gave birth to the World Council of Churches, produced what was according to the church historian Adrian Hastings "the most serious approach to the problems of society that the Church had yet managed", but without Lang's close involvement. By this time Lang's identification with the poor had largely vanished, as had his interest in social reform. In the Church Assembly his closest ally was the aristocratic Lord Hugh Cecil; Hastings maintains that the Church of England in the 1930s was controlled "less by Lang and Temple in tandem than by Lang and Hugh Cecil". Lang got on well with Hewlett Johnson, the pro-communist priest who was appointed Dean of Canterbury in 1931. ### International and domestic politics Lang often spoke in the House of Lords about the treatment of Russian Christians in the Soviet Union. He also denounced the anti-semitic policies of the German government, and he took private steps to help European Jews. In 1938 he was instrumental in saving 60 rabbis from Burgenland, who would have been murdered by the Nazis had the archbishop not obtained them entry visas to England. In 1933, having commented on the "noble task" of assisting India towards independence, he was appointed to the Joint Committee on the Indian Constitution. He condemned the Italian invasion of Abyssinia in 1935, appealing for medical supplies to be sent to the Abyssinian troops. As the threat of war increased later in the decade, Lang became a strong supporter of the government's policy of appeasing the European dictators, declaring the Sunday after the Munich Agreement of September 1938 to be a day of thanksgivings for the "sudden lifting of this cloud". Earlier that year, contrary to his former stance, he had supported the Anglo-Italian agreement to recognise the conquest of Abyssinia, because he believed that "an increase of appeasement" was necessary to avoid the threat of war. Lang also backed the government's non-intervention policy in regard to the Spanish Civil War, saying that there were no clear issues that required the taking of sides. He described the bombing of Guernica by the Germans and the Italians, on 26 April 1937, as "deplorable and shocking". In October 1937 Lang's condemnation of Imperial Japanese Army actions in China provoked hostile scrutiny by the Japanese authorities of the Anglican Church in Japan, and caused some in that church's leadership to publicly disassociate themselves from the Church of England. On the domestic front, Lang supported campaigns for the abolition of the death penalty. He upheld the right of the Church to refuse the remarriage of divorced persons within its buildings, but he did not directly oppose A.P. Herbert's Matrimonial Causes Bill of 1937, which liberalised the divorce laws – Lang believed "it was no longer possible to impose the full Christian standard by law on a largely non-Christian population." He drew criticism for his opposition to the reform of the ancient tithe system, whereby many farmers paid a proportion of their income to the Church; in the subsequent "Tithe Wars", demonstrators at Ashford, Kent ceremonially burned his effigy. Near the end of his term in office Lang led a deputation from several church groups to the Ministry of Education, to present a five-point plan for the teaching of religion in state schools. These points were eventually embodied in the 1944 Education Act. ### Abdication crisis Lang was responsible for drafting King George V's silver jubilee broadcast message in 1935, and the King's last two Christmas messages. This closeness to the throne was not maintained when the king died in January 1936 and was succeeded by his son, Edward VIII. The new king was wary of Lang, whom he had once admired. Edward now found Lang to be "rather ... accustomed to the company of princes and statesmen, more interested in the pursuit of prestige and power than the abstractions of the human soul". Lang believed that, as Prince of Wales, Edward had not always been wise in his choice of friends and acquaintances, whose standards Lang was later to condemn as "alien to all the best instincts and traditions of his people". The archbishop had been aware for some time of the King's relationship with the American Wallis Simpson, then married to her second husband Ernest Simpson. In mid-1936 it became clear that the King intended to marry Simpson either before or shortly after his impending coronation, depending on the timing of her divorce from her husband. Lang agonised over whether he could, with good conscience, administer the Coronation Oath to the king in such circumstances, bearing in mind the Church's teaching on marriage. He confided to his diary his hopes that circumstances might change, or that he might be able to persuade the King to reconsider his actions, but the King refused to meet him. Lang kept close contact with Queen Mary (the queen mother), Stanley Baldwin (the Prime Minister) and Alec Hardinge (the King's Private Secretary). The king believed that Lang's influence was strong, later recalling how from beginning to end he felt the archbishop's "shadowy, hovering presence" in the background. The matter became public knowledge on 2 December 1936 when Alfred Blunt, Bishop of Bradford, made an indirect comment on the King's "need for Divine Grace". By then the king had unalterably decided that he would abdicate rather than give up Wallis Simpson. All attempts to dissuade him failed, and on 11 December he gave up his throne in favour of his brother, George VI. Two days later Lang broadcast a speech, in which he said: "From God he received a high and sacred trust. Yet by his own will he has ... surrendered the trust." The king's motive had been "a craving for private happiness" that he had sought "in a manner inconsistent with the Christian principles of marriage". The speech was widely condemned for its lack of charity towards the departed king and provoked the writer Gerald Bullett to publish a satirical punning rhyme: > > My Lord Archbishop, what a scold you are! And when your man is down, how bold you are! Of charity how oddly scant you are! How Lang O Lord, how full of Cantuar! According to the writer Compton Mackenzie, Lang's broadcast "dealt a disastrous blow to religious feeling throughout the country". Lang did not disguise his relief that the crisis was over. He wrote of George VI: "I was now sure that to the solemn words of the Coronation there would now be a sincere response." On 12 May 1937, Lang crowned George VI with full pomp in Westminster Abbey. It was the first coronation to be broadcast. Time magazine recorded: "All through the three-hour ceremony, the most important person there was not the King, his nobles or his ministers, but a hawk-nosed old gentleman with a cream-&-gold cope who stood on a dais as King George approached: The Rt. Hon. and Most Reverend Cosmo Gordon Lang, D.D.. Lord Archbishop of Canterbury, Primate of All England." Supposedly the archbishop fumbled with the Crown but Lang himself was fully satisfied: "I can only be thankful to God's over-ruling Providence and trust that the Coronation may not be a mere dream of the past, but that its memories and lessons will not be forgotten." He also said of the Coronation: "It was in a sense the culminating day of my official life. Once I saw it was going well, I enjoyed every minute." "Thank God that is over!" said his chaplain, as they got into the car to leave. "Lumley, how can you say such a thing!" cried the archbishop. "I only wish it was beginning over again." ### War When the Second World War began in September 1939, Lang saw his main duty as the preservation of spiritual values during what he deemed to be an honourable conflict. He opposed strategies such as indiscriminate bombing, and on 21 December 1940, in a letter to The Times signed jointly with Temple and Cardinal Hinsley, Lang expressed support for the pope's Five Peace Points initiative. Lang was sympathetic to the Sword of the Spirit campaign, founded by Cardinal Hinsley in 1940 to combat anti-democratic tendencies among Catholics. In May 1941 Lambeth Palace, Lang's London home, was hit by bombs and made uninhabitable. After Germany's attack on Russia in June 1941, Lang said that the Russians must now be regarded as allies, without forgetting or condoning the excesses of the past. His relations with Winston Churchill, prime minister since May 1940, were difficult because "he [Churchill] knows nothing about the Church, its life, its needs or its personnel". There was therefore "uncertainty as to what motives or how much knowledge may determine his decisions [on Church matters]". ## Retirement and death During 1941 Lang considered retirement. His main concern was that a Lambeth Conference – "perhaps the most fateful Lambeth Conference ever held" – would need to be called soon after the war. Lang felt that he would be too old to lead it and that he should make way for a younger man, preferably William Temple. On 27 November he informed the prime minister, Winston Churchill, of his decision to retire on 31 March 1942. His last official act in office, on 28 March, was the confirmation of Princess Elizabeth. On his retirement Lang was raised to the peerage as Baron Lang of Lambeth, of Lambeth in the County of Surrey. He thus remained in the House of Lords, where he attended regularly and contributed to debates. He worried about money, despite a pension, a large grace and favour house at Kew, and some generous cash gifts from well-wishers. In 1943 he spoke in the House of Lords in support of the Beveridge Report on social insurance, and on 9 February 1944 he reiterated his earlier opposition to obliteration bombing. In October 1944 Lang was greatly distressed by the sudden death of William Temple, his successor at Canterbury, writing: "I don't like to think of the loss to the Church and Nation... But 'God knows and God reigns'." On 5 December 1945 Lang was due to speak in a Lords debate on conditions in Central Europe. On his way to Kew Gardens station to catch the London train, he collapsed and was taken to hospital, but was found to be dead on arrival. A post-mortem attributed the death to heart failure. In paying tribute the following day, Lord Addison said that Lang was "not only a great cleric but a great man... we have lost in him a Father in God." His body was cremated and the ashes taken to the Chapel of St Stephen Martyr, a side chapel at Canterbury Cathedral. The probate value of Lang's estate was £29 541 (approximately £ in 2023). ## Legacy Although Lang was a bishop in England for longer than anyone else in the twentieth century, Hastings says that "of no other is it so hard to address his true significance". His biographer George Moyser said, "His lasting significance is questionable. He was immensely industrious, an exceptional administrator, and was well-connected to leading politicians and aristocrats. But his accomplishments as Archbishop of Canterbury were modest." According to Lockhart he was a complex character in whom "a jangle of warring personalities... never reached agreement among themselves." Lockhart writes that while Lang's many years of high office saw progress in the cause of Christian reunion, the mark he left on the Church was relatively small; many believed it could have been larger and deeper. While Lang's oratorical and administrative gifts were beyond doubt, Hastings nevertheless claims that as Archbishop of Canterbury, Lang displayed no effective leadership or guidance, turning away from reform and content to be the "final sentinel to the ancien régime". Wilkinson says that Lang dealt conscientiously with problems as they arose, but without any overall strategy. In Hastings's view, Lang was probably more sympathetic to Rome than any other Church of England archbishop of modern times, responsible for a discreet catholicisation of the Church of England's practices. A small outward indication of this was his decision to use a cassock as everyday dress and to wear a mitre on formal occasions, the first archbishop since the English Reformation to do so. Lang believed that in relation to the supreme truths of the church, rituals and dress were of small account, but that if people's worship was assisted by such customs they should be allowed. Despite Lang's long involvement with the poorest of society, after becoming Archbishop of York he increasingly detached himself from everyday life. The historian Tom Buchanan wrote that Lang's sympathy with ordinary people was replaced by "an upper class affectation and a delight in the high society in which his office allowed him to move". No archbishop has been as close as Lang to the Royal Family; a Channel Four television history of the British monarchy maintained that Lang "held a view of Christianity in which the monarchy, rather than the cross, stood centre stage as the symbol of the nation's faith". Successive generations of the Royal Family considered him their friend and honoured him. King George V appointed him to the largely ceremonial post of Lord High Almoner, and after the 1937 Coronation George VI created him a Knight Grand Cross of the Royal Victorian Order (GCVO), a rare honour which, like the Royal Victorian Chain, lay in the private gift of the Sovereign. A friend, commenting on the transformation of Lang's perspective, said of him: "He might have been Cardinal Wolsey or St Francis of Assisi, and he chose to be Cardinal Wolsey." Lang also received numerous honorary doctorates from British universities. His portrait was painted many times; after sitting for Sir William Orpen in 1924, Lang reportedly remarked to Bishop Hensley Henson of Durham that the portrait showed him as "proud, prelatical and pompous". Henson's recorded reply was "To which of these epithets does Your Grace take exception?" At an early stage in his priesthood Lang decided to lead a celibate life. He had no objection to the institution of marriage, but felt that his own work would be hindered by domesticity. However, he enjoyed the company of women and confessed in 1928, after a visit to the Rowntree's chocolate factory, that the sight of the girls there had "stirred up all the instincts of my youth... very little subdued by the passage of years". George Bell, the Bishop of Chichester who had earlier praised Lang's work for church unity, said that Lang's failure to take a lead after the Prayer Book rejection of 1928 meant that the Church of England had been unable to revise its forms of worship or take any effective control of its own affairs. Others have argued that Lang's laissez-faire approach to the Prayer Book controversy helped to defuse a potentially explosive situation and contributed to an eventual solution. Lang himself was gloomy about his legacy; he believed that since he had not led his country back into an Age of Faith, or marked his primacy with a great historical act, he had failed to live up to his own high standard. Others have judged him more charitably, praising his industry, his administrative ability and his devotion to duty.
23,228,857
Buildings of Jesus College, Oxford
1,169,203,977
University buildings
[ "Buildings and structures of the University of Oxford", "Grade I listed buildings in Oxford", "Grade I listed educational buildings", "Grade II listed buildings in Oxford", "Grade II listed educational buildings", "Jesus College, Oxford" ]
The main buildings of Jesus College, one of the colleges of the University of Oxford, are located in the centre of the city of Oxford, England, between Turl Street, Ship Street, Cornmarket Street, and Market Street. Jesus College was founded in 1571 by Elizabeth I caused by the petition of a Welsh clergyman, Hugh Price, who was treasurer of St David's Cathedral. Her foundation charter gave to the college the land and buildings of White Hall, a university hall that had experienced a decline in student numbers. Price added new buildings to those of White Hall, and construction work continued after his death in 1574. The first of the college's quadrangles, which includes the hall, chapel, and principal's lodgings was completed between 1621 and 1630. Construction of the second quadrangle began in the 1630s, but was interrupted by the English Civil War and was not completed until about 1712. Further buildings were erected in a third quadrangle during the 20th century, including science laboratories (now closed), a library for undergraduates, and additional accommodation for students and fellows. In addition to the main site, the college owns flats in east and north Oxford, and a sports ground. The chapel, which was dedicated in 1621 and extended in 1636, was extensively altered in 1864 under the supervision of the architect George Edmund Street. The alterations have had their supporters and their critics; one historian of the college (Ernest Hardy, principal from 1921 to 1925) described the work as "ill-considered". The hall's original hammerbeam roof was hidden by a plaster ceiling in 1741 when rooms were installed in the roof space. The principal's lodgings, the last part of the first quadrangle to be constructed, contain wooden panelling from the early 17th century. The Fellows' Library in the second quadrangle dates from 1679 and contains 11,000 antiquarian books; it was restored at a cost of £700,000 in 2007. A new Junior Common Room, about twice the size of its predecessor, was completed in the third quadrangle in 2002. Further student and teaching rooms were added in Ship Street, opposite the college, in 2010. Eleven parts of the college are listed buildings, including all four sides of the first and second quadrangles. Nine parts, including the chapel, hall, and principal's lodgings, have the highest Grade I designation, given to buildings of exceptional interest. Two other parts (an external wall and an early 20th-century addition in the third quadrangle) have a Grade II designation, given to buildings of national importance and special interest. The architectural historian Sir Nikolaus Pevsner described the first quadrangle as "small and pretty", and said that the reredos behind the chapel altar was "heavily gorgeous"; he was, however, critical of the Old Members' Building in the third quadrangle, opened in 1971, describing it as a "mannered and modish design". The historian John Julius Norwich said that the first quadrangle had "a curious charm", while the second quadrangle had "a strong feeling of unity owing to the somewhat relentless succession of ogival gables". The poet Sir John Betjeman said that the clear planning of the first and second quadrangles, coupled with the relationship of their size to the heights of the buildings around them, "make what would be undistinguished buildings judged on their detail, into something distinguished". However, he regarded the early 20th-century additions in the third quadrangle as "dull". ## Layout The college buildings on the main site are arranged in three quadrangles, the first quadrangle containing the oldest college buildings and the third quadrangle the newest. The quadrangles are often referred to as "First Quad", "Second Quad" and "Third Quad" for short. As is often the case in Oxford colleges, the rooms in the older buildings are connected to the quadrangles by a series of staircases, rather than horizontally to each other by internal corridors. The staircases are numbered (sometimes using Roman numerals): staircases 1 to 5 are in the first quadrangle; staircases 6 to 13 in the second quadrangle; and staircases 14 to 21 in the third quadrangle. The stairs on staircase 3 were replaced with stone steps in 1878, setting what one historian of the college (J. N. L. Baker, a fellow of the college from 1939 to 1971) termed "an unfortunate precedent", since the "ugly pattern" of staircase 3 was adopted when repairs were carried out to staircase 13 after a fire in 1882. ## Foundation and buildings in 1571 The foundation charter of the college, issued by Elizabeth I on 27 June 1571 upon the petition of Hugh Price (treasurer of St David's Cathedral), gave to the college a site located between the present-day Market Street (to the south) and Ship Street (to the north); this remains part of the college's site. The charter also gave the buildings of White Hall, one of a number of university halls in this location. Halls provided lodgings and meals for students at the university, and sometimes lectures and tuition as well. As the system of colleges grew, however, halls declined in popularity and their sites and buildings tended to be taken over by colleges. White Hall itself had previously belonged to St Frideswide's Priory and dated back to the 13th century; it was described as "a large tenement with a great stone gate" and was sometimes known as Great White Hall. Over time, it seems to have absorbed neighbouring halls, including Little White Hall on Ship Street from about 1450, which was at one time owned by Osney Abbey. By 1571, however, White Hall was either completely or virtually deserted by students, making it possible for Price to secure the site for the new college. The college paid a quit-rent for the land upon which White Hall stood to Christ Church, Oxford, which had acquired the assets of St Frideswide's Priory. This was initially 26 shillings and 8 pence, but it had been reduced to 8 pence before 1631; it was paid until 1866, when the charge was redeemed. The land was described in Christ Church's records as extending "from the Street to the Walnut tree; & in breadth from the Bowling-Alley to the mud-wall", although no measurements were given. The college also acquired the sites of other former halls in the vicinity, including Laurence Hall, previously owned by Lincoln College. The last principal of White Hall, James Charnock, had taken a lease on Laurence Hall, but was unable to attract sufficient students to satisfy Lincoln College and so he transferred the lease to Griffith Lloyd, who was principal of Jesus College from 1572 until his death in 1586; Lloyd bequeathed the lease to the college in his will. Part of the college chapel was later erected on the site, which measured 32 by 30 yards (29 by 27 m). ## First quadrangle ### Construction The first quadrangle is smaller than the later second quadrangle, measuring 93 feet 6 inches by 77 feet (28.50 by 23 m). The buildings that now surround the first quadrangle were erected in stages between 1571 and the 1620s; the principal's lodgings were the last to be built. Progress was slow because the new college lacked the "generous endowments" that earlier colleges enjoyed. Before new buildings were completed, the students lived in the old buildings of White Hall. Between 1571 and his death in 1574, Price spent about £1,500 on the construction of buildings that were two storeys high. These ran from Turl Street (on the east of the site) south towards the corner of Cheyney Lane (as Market Street was then known) and then west along Cheyney Lane to the buildings of the old Great White Hall. Land at the corner of Turl Street and Cheyney Lane was leased and built upon, and then purchased in 1580. There is a college tradition, recorded in the college's first book of benefactors in the 17th century, that Elizabeth I gave "all kind of timber" from Shotover and Stow Wood for buildings erected by Price. Until the later building works of Griffith Powell and Sir Eubule Thelwall (principals from 1613 to 1620 and 1621 to 1630 respectively), the college site consisted of "a number of smallish, mainly detached buildings with nothing resembling a formal garden layout in between". Ralph Agas's 1578 map of Oxford shows the extent of the buildings at that time. Laurence Hall is the "isolated group of buildings" on the corner of Turl Street and Ship Street. There is then a gap along Turl Street before a building positioned south of the current entrance with glazed windows facing Turl Street and a large window or loft door at its north end; another building then runs to the old White Hall buildings. The Turl Street entrance appears from Agas's map to date from after Price's death, and the north side of the building on Turl Street may have been integrated into an extension early in the 17th century, although the date of such work is unclear; Price is nevertheless sometimes given the credit for the archway on the inside of the entrance on the first quadrangle. Overall, whilst the structure of the buildings erected by Price remains, only a little of his work can be seen from the outside, after various alterations in the intervening centuries; nevertheless, his buildings have been said to retain "much of their original character". Some land in Ship Street to the west of the college was leased from Exeter College in 1590, and further construction work took place after Powell was appointed principal in 1613. Powell raised money from donors in Oxford, London, and Wales, collecting £838 12s 2d in what has been described as "an elaborate fundraising scheme", with efforts to attract donations from old members of the college. Ann Lloyd, the widow of Griffith Lloyd (principal from 1572 to 1586) gave £100. Richard Parry, the Bishop of St Asaph, gave £66 13s 4d out of the total from Welsh clergy of £78 7s 4d. The old Great White Hall buildings were demolished around 1620 and replaced, and a kitchen and buttery were constructed. Work also started on building the hall and the chapel under Powell; both were completed after his death in 1620. Sir Eubule Thelwall, who became principal in 1621, raised £465 15s 6d from donors, including Sir Julius Caesar, the Master of the Rolls, and Edward Littleton, the Recorder of London. This was used for "the perfecting of the Quadrangle of the building and furnishing of the library". The college then had a complete quadrangle of buildings, save for a gap between the chapel and the hall that would later be filled by the principal's lodgings, built by Thelwall at his own expense; the library (later demolished) was outside the quadrangle, to the west of the north end of the lodgings. The walls of the college were built using rubble from Oxfordshire dressed with local stone. The remaining parts of the 17th-century walls are dressed with Headington stone, which was a common building material in Oxford at that time: the geologist W. J. Arkell wrote that it was used for every building in Oxford constructed during this century for which records exist. Areas of Headington stone can be seen in the first quadrangle on the wall of the hall. It was only discovered towards the end of the 18th century that it did not weather well: the surface of the stone develops a hard crust, which blisters, bursts and comes off. Much of it has subsequently been replaced with other materials as a result. ### Later work Further work was carried out to the east side of the college, fronting onto Turl Street, in 1756 under Thomas Pardo (principal from 1727 to 1763). A new doorway replaced the previous Elizabethan one, and the front of the college was remodelled in the Palladian style – oblong sash windows were inserted at all levels and the original gables on the Turl Street side of the building were removed. Pardo himself gave £157 10s towards this work, although this only met the mason's bill of £156 18s 11d and not the other large bills for the work. In the opinion of Ernest Hardy, a college fellow who wrote a history of the college in 1899 and who served as principal from 1921 to 1925, this "complete transformation" gave the college a "somewhat incongruous appearance". The result was also said to resemble a "prison". One writer at the time, however, thought that the changes had not gone far enough. Thomas Warton, the Oxford Professor of Poetry, wrote a letter about architecture in Oxford to Jackson's Oxford Journal in 1766. He included Pardo's alterations to Jesus College in his list of improvements, but advocated replacing the chapel window with one in another design: > The Front of Jesus College, within these few years, has been cleared from the Bronze of Antiquity, and beautified with a modern Portico. But, with due Submission, I am of Opinion, that the contiguous Eastern Window of the Chapel, which is still absurdly suffered to remain with its antique Mullions and Ramifications, is by no means of a piece with the rest. I would therefore humbly suggest in it's stead, a spacious Venetian-Window. Joseph Hoare (principal from 1768 to 1802) gave £200 in total in 1791 and 1792 for repairs in the first quadrangle, part of a general pattern of expenditure upon repair of the older college buildings in the 18th century. In 1815, the original gables in the first quadrangle were removed and replaced with a third storey and battlements, matching the lodgings where battlements had been erected between 1733 and 1740. The height of the chapel wall was increased, and many of the windows were altered. The college received advice from the architect John Nash about this work; he requested that, instead of paying him, the college should commission a portrait of him from Sir Thomas Lawrence to hang in the hall. Lawrence depicted Nash in his house in Regent Street, London; the portrait has been described by Lawrence's biographer, the art historian Sir Michael Levey, as "pungently vivid". In 1853, under the direction of John Chessell Buckler (architect to the college from 1852 to 1882), the south front of the buildings was restored; the exterior of the buildings on Turl Street was re-faced in Bath stone in 1856, with the tower over the gateway being built at the same time. The total cost of this work was £3,349. Pardo's changes from the 18th century were removed. The Gentleman's Magazine in 1856 complimented Buckler on "resisting the stream" and following the style of the 15th century. Peter Howell, a writer on Victorian architecture, referred to Buckler's work as "[providing] Jesus with an attractive new front which represents the beau idéal of an Oxford college". The poet John Betjeman said that the front of the college opposite Exeter College was "a good specimen" of Gothic Revival work. In contrast, the architectural historian Geoffrey Tyack noted that the refacing came not long after the two other colleges in Turl Street (Exeter and Lincoln) had been refaced, and commented that Buckler's work, in "Collegiate Gothic" style, "completed a process whereby the façades of the colleges in Turl Street acquired a somewhat lifeless homogeneity which they had never possessed in the past". W. J. Arkell wrote that "some of the worst horrors of the Gothic revival" cluster on either side of Turl Street. When writing a history of the college in 1891, the vice-principal Llewellyn Thomas said that the work was "admitted to be very well done", but that there were those who thought that "the old Jacobean gateway was more in harmony with the domestic architecture of the College, and more suitable to its position in a narrow street". The stonework on the front of the college was last cleaned in 2000, when the porters' lodge by the Turl Street entrance was also rebuilt, to provide better office accommodation for the porters, individual post boxes for students, and greater security. Four grass plots were added to the centre of the quadrangle in 1896, crossed by Yorkstone paths; before that, it had been gravelled since 1662. The architectural historian Sir Nikolaus Pevsner described the first quadrangle as "small and pretty, especially because of the variety of its ranges". He noted the part-Elizabethan and part-Jacobean architecture on the south side, where Price's building stops – the join between the two, he pointed out, is "easily visible" in Market Street. The windows in the first quadrangle, he noted, were Elizabethan in style, with mullioned windows and arched lights, arranged symmetrically, whereas the hall windows were Gothic in style. The historian John Julius Norwich wrote that the first quadrangle had "a curious charm, due partly to its size and partly due to its several small eccentricities", including the curved path crossing the quadrangle from the entrance to the hall. The architect and designer Sir Hugh Casson, though, thought that the "crooked off-axis line" of the path was the college's oddest feature. All four sides of the first quadrangle are Grade I listed buildings (the highest grade, for buildings of exceptional importance and international interest): the lodgings and chapel on the north side, the hall on the west side, and the buildings on the east and south sides. ### Chapel #### Construction and fittings Construction of the chapel began when Griffith Powell was Principal (1613–1620). It was finished under Sir Eubule Thelwall (who took office in 1621), with the Bishop of Oxford leading the dedication ceremony on 28 May 1621. Thelwall's portrait, displayed in the hall, shows him holding a roll inscribed "A plan of the Chappell in Jesus Coll., Oxford built by Sir Eubule Thelwall", reflecting the fact that he was the main donor towards the chapel's construction. There are four windows facing the quadrangle in the Perpendicular style. Seats were added in 1633, and it was extended in two directions in 1636. The east end was moved to reach Turl Street, a new east window was added and the previous window was converted into an arch; at the other end, the entrance was moved further to the west. Sir Charles Williams of Monmouthshire, south Wales, paid £200 towards the final bill of £211. The architectural historian Giles Worsley has described the chapel's east window as an instance of Gothic Revival architecture, rather than Gothic Survival, since a choice was made to use an outdated style – classical architecture had become accepted as "the only style in which it was respectable to build". The window has seven main sections ("lights") topped with five-headed flower shapes, or cinquefoils, and tracery running vertically. The chapel is one of various buildings at the universities of Oxford and Cambridge from the first half of the 17th century where Gothic designs were deliberately chosen in preference to Classical; other examples are the chapel of Lincoln College, Oxford, the chapel windows and hall roof at Wadham College, Oxford, and the library of St John's College, Cambridge, where the library of 1624 was built with Gothic windows since "some men of judgement" preferred the old fashion as it was "most meet for such a building". Similarly, the artist and art historian Aymer Vallance, writing in 1908, said that Gothic architecture, though "ailing and doomed", "lingered longest" at Oxford University, adding that the chapel windows of Jesus and Wadham were "almost as astonishing for their period" as the "magnificent" 1640 fan-vaulted entrance to the hall of Christ Church, Oxford, built nearly three hundred years after fan vaulting had been used in the cloisters of Gloucester Cathedral. The only examples of classical style in Oxford before the Civil War were Archbishop Laud's Canterbury Quad at St John's and a few gateways such as those at the Botanic Garden by Nicholas Stone; Cambridge had even less. The chapel has not been universally appreciated, however: the antiquarian and archivist Rowley Lascelles wrote in 1821 that "excepting that it was built by private contributions from the gentry of Wales, it would be cruel to say any thing about it". The chancel measures 16 feet 6 inches by 22 feet 9 inches (5.03 by 6.93 m), and the main body of the chapel measures 52 feet 6 inches by 22 feet (16 by 6.7 m). A London merchant, Lewis Roberts, gave "some hundreds of white and black marble stones ... towards ye paving of the upper part of the chapel", according to Francis Mansell in his inventory of 1648. It is unclear when these were added to the floor; some are still in position, although others were removed in the 1864 renovation. The oak pulpit dates from the early 17th century, and has moulded rectangular panels. There is a bell turret on the west end of the roof, which has trefoil-shaped openings on the west and east sides, and panels decorated with trefoils on the other two sides. It was built in about 1915, replacing an earlier turret of similar shape. The porch at the chapel entrance was moved to its present position when the chapel was extended in 1636. The door jambs are moulded, as are the tops of the columns. The arch is divided into segments, with a rose in the left spandrel and a thistle in the right spandrel. The use of the rose and thistle (national emblems of England and Scotland respectively) in this way dates the porch to the reign of King James I, who used these flowers, halved, as his badge after his accession to the English throne in 1603. Moulded brackets support the entablature, within which the pediment contains palms and cherub-heads in the tympanum. The Latin inscription above the archway is Ascendat oratio descendat Gratia ("Let prayers ascend, and grace descend"). The original entrance was covered up when the chapel was extended; it was only re-discovered when the chapel was refaced in Bath stone in 1869. Jonathan Edwards (principal from 1686 to 1712) is reported to have spent £1,000 during his lifetime on the interior of the chapel, particularly in the chancel (at the east end), but also including the addition of a screen separating the main part of the chapel from the ante-chapel (at the west end) in 1693. The screen bears the coat of arms of Sir Leoline Jenkins (principal 1661–1673) and, until 1899, also bore Thelwall's coat of arms. His arms were moved to a position above the door (where, says one writer, "they can scarcely be seen") when an organ by J. J. Binns was installed in the ante-chapel in 1899. The current organ, by William Drake, was installed in 1994 to replace the Binns organ. The screen has open ovals rather than blank ovals – an example, said Pevsner, of "the importance given to openwork carving" in the later 17th century. After the installation of the screen, little changed in the chapel until the middle of the 19th century, save for some donations of items such as a brass desk and two silver candlesticks. #### Victorian changes In 1853, Henry Foulkes (principal 1817–1857), the fellows of the college and the incumbents of most of the livings within its gift donated £350 10s for stained glass by George Hedgeland to be added to the east window; the final cost was £399. It shows various biblical episodes, including three instances of Christ raising people from the dead: the daughter of Jairus, the son of the widow of Nain, and Lazarus. There are also pairs of scenes from the New Testament and the Old Testament to demonstrate the typological relationship between them: for example, the Passover is paired with the Last Supper, Jonah escaping from the whale with the Resurrection of Jesus, and the ascension of Elijah with the ascension of Jesus. Pevsner described it as "a busy, somewhat gloomy piece with many small scenes". A copy of Guido Reni's painting St Michael subduing the dragon, which had been presented to the college by Thomas Bulkeley, 7th Viscount Bulkeley (a student who matriculated at the university in 1769), had previously been hung in front of the east window. When the stained glass was installed, the painting was moved to the ante-chapel; it was moved to the south wall of the chancel when the Binns organ was installed. The panels of Hedgeland's window were removed and cleaned in the summer of 2000, while maintenance was being carried out to the Turl Street stonework. On 15 June 1863, the principal Charles Williams (principal 1857–1877) and fellows agreed to renovate the chapel. One of the prime movers behind the decision was the vice-principal, Lewis Gilbertson, as part of his unsuccessful attempt to move the college towards Anglo-Catholicism. The architect George Edmund Street was appointed, and had almost free rein in his work. In 1863, he said to the bursar that the chapel was "so good in style considering its late date" that it would be "very inadvisable to alter it in any respect, save one, the old features of the walls and roofing". However, he later said that the fittings were "incongruous", with the seats being "so thoroughly uncomfortable that kneeling is rendered all but impossible, and sitting even is concerted into a sort of penance". His work was completed in 1864, at a cost of £1,679 18s 10d. The arch of the chancel was widened and the memorials to Sir Eubule Thelwell and Francis Mansell, which had been on each side of the arch, were moved to the north wall of the chancel. The original Jacobean woodwork was removed, with the exception of the screen donated by Edwards and the pulpit, new seats were installed and new paving was placed in the main part of the chapel. A stone reredos was added behind the altar, although the design originally submitted by Street was not approved and he was asked to make changes. The reredos as finally installed has three marble panels: a crucifixion scene (centre), Christ carrying his cross (right) and Christ on the knees of St Mary (left). The altar has a slab and six pillars, all made from granite. Views of Street's alterations have differed. On 21 October 1864, Building News reported that the restoration was nearing completion and was of "a very spirited character". It said that the new "handsome" arch showed the east window "to great advantage", with "other improvements" including a "handsome reredos" and an "exceedingly beautiful" pavement of marble, alabaster and Minton's encaustic tiles. Llewellyn Thomas said that there might be two opinions as to the success of the restoration, but there was "no doubt" that widening the arch was a mistake, since "it has permanently dwarfed the proportions of the building". He said that the new woodwork, "though good of its kind", presented "too violent a contrast" with the ante-chapel screen. Hardy was also critical, calling the work "ill-considered". He complained that the Jacobean woodwork had been sold for too little, saying that it had been "ruthlessly torn up and sold for a mere song to a passing stranger", and described the reredos as "somewhat tawdry". William Stride, writing at about the same time as Hardy, said that the "beautiful" Jacobean interior of the chapel had been "destroyed", and Oxford had "narrowly escaped other irreparable losses". Norwich said that the restoration was "good in individual details" but was "sadly damaging to its character and atmosphere". In contrast, Pevsner called the reredos "heavily gorgeous". One chaplain in the 20th century covered up the reredos with curtains, describing the brown and white marbling as looking like "corned beef". Betjeman, however, was heard when showing a group around the college to describe the altar as "delicious"; he also wrote that the chapel's "fine classic screen" had "somehow survived a fearful 'restoration'". The curtains around the altar and a carpet covering the tiling in the aisle were removed when the new organ was installed in 1994, following the organ builder's advice that these items detracted from the chapel acoustics. The work proved to be Street's only commission at the university, although he built or restored a number of churches in the city. In his biography of his father, Arthur Street said that it was possible that George Street's "very decided adherence to the earlier phase of Gothic, and the eagerness with which he argued that Oxford had already enough of debased types, and should revert to the purity of the early forms, may have frightened the authorities". Casson, although referring to the chapel and other parts of the college from the Victorian era as "mostly pretty dull", thought that the "sturdy pews with their flatly modelled leafy finials hold their own". The woodwork removed by Street was sold for a nominal sum, with a condition that it could only be used for a hall, chapel or library. Some pieces ended up in the library and chapel of Forest School in Walthamstow, east London (an institution that previously had no link to the college). Panels under the communion rail were also removed from the chapel, even though Street had reported to the college that these carvings were the only portion of the chapel woodwork with any real value, and had suggested at one point reusing them in connection with the ante-chapel screen and the adjoining seats. Some of the woodwork was transferred to St Edern's Church, Bodedern, in Anglesey, which had links with the college from 1648 until the Church in Wales was disestablished in 1920. Some of the panels may also have been re-used in the Fellows' Library (in the second quadrangle); other panelling at Bodedern came from the college, but not apparently from the chapel, and so may have been from a disused library gallery. #### Memorials The chapel contains monuments to several former principals. In addition to those of Sir Eubule Thelwell and Francis Mansell relocated to the north wall of the chancel, there are monuments to Sir Leoline Jenkins (who is buried in the chapel), William Jones, Jonathan Edwards, Thomas Pardo, Joseph Hoare, Henry Foulkes, Charles Williams and Daniel Harper. Thelwall's monument is one of the few in Oxford to include kneeling figures. There are painted glass windows in memory of Llewellyn Thomas (by Charles Kempe), of Charles Williams (by Clayton and Bell), of Samuel Morris, a victim of the sinking of HMS Victoria in 1893 (by Westlake and Lavers), and of Lewis Gilbertson. The Garter banner of Harold Wilson (who studied at the college in the 1930s, and was twice Prime Minister) hangs on the south wall; it was donated by his widow after his death in 1995. Formerly displayed in the chapel was a bust of T. E. Lawrence (better known as "Lawrence of Arabia") by the sculptor Eric Kennington, which is a copy of the one in St Paul's Cathedral. Lawrence was a student at the college, graduating in 1910. ### Principal's lodgings The principal of the college resides in the lodgings, a Grade I listed building, on the north side of the first quadrangle between the chapel (to the east) and the hall (to the west). They were the last part of the first quadrangle to be built. Sir Eubule Thelwall, principal from 1621 to 1630, built the lodgings at his own expense, to include (in the words of the antiquarian Anthony Wood) "a very fair dining-room adorned with wainscot curiously engraven". Tyack said that "the carved wooden panelling of the main rooms [set] a new standard of luxury for the heads of colleges". Pevsner commented that the panelling, set in three tiers with ovals placed vertically rather than horizontally, "looks both dignified and splendid". In 1637, the lodgings were considerably changed with the installation of five "studyes". The shell-hood over the doorway (which Pevsner and Casson both called "beautiful") was added at some point between 1670 and 1740; Pevsner dates it to about 1700. It is elaborately carved on the inside with a decorated cartouche and a cherub-head. Casson called it the college's "most engaging" feature. The original gables over the front of the lodgings were removed and replaced with battlements between 1733 and 1740. John Nash drew up plans to alter the lodgings in 1802. His plans were not used immediately (although other work was carried out at that time) but they were partly implemented in 1884 when a north wing was added, using Milton stone. This extension was later converted into general college accommodation. An oriel window on the west side of the lodgings, overlooking the second quadrangle, was also added in 1884. Much of the lodgings were refaced between 1927 and 1935, using Clipsham stone on the side facing the front quadrangle in place of the original Headington stone. In 1654, when Michael Roberts was principal, the college accounts record payment for construction of a ball court. This was to the west of the principal's garden (which is to the north of the lodgings, alongside Ship Street), between a privy, stables, and the wall of the garden. Ball courts, bowling greens and groves were often added within the precincts of colleges during the 17th century so that undergraduates could amuse themselves under the watchful eyes of their tutors, rather than indulge in forbidden pursuits such as drinking in alehouses. In 1757, principal Thomas Pardo added the area of the ball court to the garden of the lodgings and had a coach-house built there, which was reached from an entrance on the corner of Turl Street and Ship Street along a driveway across the north of the garden. The garden and the ball court are depicted in David Loggan's 1675 engraving of the college, which shows an "attractive pleasure garden with box-edged paths and dense patterns of formal beds". In 1826, the garden was renovated and a Bath stone gateway installed on the corner of Turl Street and Ship Street. The size of the garden has been reduced at the west end by the 1884 extension to the lodgings (which was built on the area of the old ball court) and at the east end by the construction of a bicycle shed and garage. The boundary wall that runs from the north of the chapel along Turl Street and along Ship Street to the north of the garden is a Grade II listed building (a designation given to buildings of national importance and special interest). ### Hall The hall, like the chapel, was largely built by Griffith Powell between 1613 and 1620, and was finally completed soon after his death in 1620. The panelling, three tables and two benches date from Powell's time. It measures 54 by 25 feet (16.5 by 7.6 m) and is a Grade I listed building. The fireplace was set in an enclosed hearth with a large projecting chimney-breast, in contrast to the traditional method of heating the hall, which was by a brazier on an open hearth. A screen was installed in 1634 at a cost of £3 1s. Pevsner noted the screen's "elaborately decorated columns" and the dragons along the frieze, and said that it was one of the earliest examples in Oxford of panelling using four "L" shapes around a centre. Norwich said that the dragons on the screen were "rather lovable", and Tyack said that they underlined the Welsh connections of the college: the red dragon is one of the national symbols of Wales. The stone steps from the first quadrangle to the hall were added in 1637. During the 17th century, changes were made to the interior of the hall. Windows painted with various coats of arms were removed and a bay window was added on the west side. Pevsner commented that "the hall windows themselves are different from all other 17th-century Gothic windows in Oxford except for the exactly contemporary hall bay-window of Exeter". In 1741 and 1742, a total of £423 17s 4d was spent on the hall, which included the cost of covering the oak-beamed roof with plaster and making rooms in the original roof space. Writing in 1891, Llewellyn Thomas noted that the plaster roof was added to create attic rooms to increase the accommodation of the lodgings. He expressed the hope that the hall might soon regain its original proportions, following the enlargement of the lodgings a few years previously. This has not happened, and the plaster ceiling remains. However, in 2003, partitions between the rooms were knocked through to convert them into teaching rooms and the renovations enabled the upper part of the hall's hammerbeam roof to be seen from inside the rooms. Pevsner described the 1741 cartouche on the north wall, which contains the college crest, as "large [and] rich". Tyack noted the "lively Rococo plasterwork" of the flat ceiling. In the early 19th century the east and west sides of the hall were crenellated, and the roof was re-slated. A clock was installed on the external wall of the hall in 1831 by the principal Henry Foulkes. There is a college tradition that students aim a champagne cork at the clock after finishing their final university examinations; hitting it is supposed to mean that the student will obtain a first class honours degree. An extensive fire on 4 December 1913 threatened to destroy the hall before it was brought under control. In the rebuilding work that followed, a gallery was added to the hall, with the balustrade joining the 1634 screen. The hall contains a portrait of Elizabeth I, as well as portraits of former principals and benefactors. There are also portraits by court artists of two other monarchs who were college benefactors: Charles I (by Anthony van Dyck) and Charles II (by Sir Peter Lely). It has been said to be "among the most impressive of all the Oxford college halls", with its "fine panelling, austere ceiling, and its notable paintings". ## Second quadrangle ### Expansion and the Civil War Francis Mansell, who was appointed principal in 1630, raised hundreds of pounds from donors towards the building of a second quadrangle in 1640. Buildings along part of the north and south sides were completed at this time, and in 1638 he purchased some land known as Coggan's Garden adjoining Market Street for £90, upon which much of the west side of the second quadrangle was later built. The college also unsuccessfully proposed to the city council in 1638 that it should be permitted to expand to the north by closing Ship Street and purchasing the council's properties there. According to his successor and biographer, Sir Leoline Jenkins, Mansell had sufficient benefactors to be able to complete the quadrangle, including the construction of a library on the west side, but the outbreak of the English Civil War in 1641 put paid to his plans. Welsh tenants who supported Charles I refused to pay rent to the college after Michael Roberts was installed as principal in 1648 by the puritan regime, leaving the college "on the verge of financial collapse". Overall, the college was "reduced ... to administrative chaos" and in 1660 it was said to be in a "shatter'd condition", having suffered "a decade of corruption and internal strife quite unique in Oxford during the revolutionary period". The college obtained further land on Market Street in 1675, and building work began again in 1676. Sir Leoline Jenkins built the library on the west side, which was completed by 1679. After further land was obtained to link the Market Street and Ship Street sides of the college, further rooms, including what is now known as the Senior Common Room (SCR), were built at the instigation of Jonathan Edwards (principal from 1688 to 1712) to complete the inner quadrangle; the project was completed just after his death in 1712. Work to add a ceiling and wainscotting in the SCR took place in 1736, at a cost of £52 4s 5d, with the walls to the west of the college placed further back to enlarge the common room's garden and increase the light. Some minor work to repair and restore the walls has been carried out using Doulting stone. The second quadrangle is larger than the first quadrangle, measuring 103 feet 6 inches by 94 feet 6 inches (31.55 by 28.80 m). The central plot of the quadrangle was filled with gravel from at least 1695; grass was laid in 1859. All four sides of the quadrangle are Grade I listed buildings. Pevsner described the second quadrangle as "a uniform composition", noting the "regular fenestration by windows with round-arched lights, their hood-moulds forming a continuous frieze". The Dutch gables have ogee sides and semi-circular pediments. Norwich described the second quadrangle as having "a strong feeling of unity owing to the somewhat relentless succession of ogival gables", adding that "One is grateful for the projecting bay, oriel, chimneybreast and clock on the east side for breaking the monotony". He pointed out that it was "almost a carbon copy" of the front quadrangle of University College, Oxford, which was begun in 1634: in describing University College, he wrote that "There are the same two-light windows, the same continuous rising and falling head-moulds on the three storeys, even the same oddly shaped gables" as in Jesus College. Tyack, too, said that the gables were "clearly influenced" by University College. The writer Simon Jenkins said that the quadrangle has "the familiar Oxford Tudor windows and decorative Dutch gables, crowding the skyline like Welsh dragons' teeth and lightened by exuberant flower boxes". Betjeman, describing the first and second quadrangles, said that they had "what look like Cotswold manors on all sides", adding that "The clearness of the planning of Jesus College and the relation of the heights of the buildings to the size of the quadrangles make what would be undistinguished buildings judged on their detail, into something distinguished". The 19th-century antiquarian Rowley Lascelles, however, described the ogee gables as "dismal" and called for them to be cut down into "battlements" (crenellations) to match those on the hall bay window; he went further, saying that "this whole College requires to be gothicised, as it is called; that is, mannered into the pointed style. It is a good subject for it". Casson said that the second quadrangle was "much the same mixture" as the first, but looked "a bit cramped and stiff". ### Fellows' Library What is now called the Fellows' Library, on the west side of the second quadrangle, dates from 1679; it was built by Sir Leoline Jenkins (appointed principal in 1661), one of the project's donors. It replaced the college's first purpose-built library, built by Sir Eubule Thelwall to the west of the hall, in line with the lodgings, on the north side of what is now the college's second quadrangle. Until that time, the books had been kept in rooms above the kitchen and buttery. Thelwall's library appears to have been built over a covered walkway, with rooms for students above it. It fell into a "ruinous condition" and was pulled down by 1640 when Francis Mansell (principal since 1630) erected further buildings on the north and south sides of the quadrangle. After a long delay in building work caused by the effects of the civil war, the college purchased three properties on Market Street adjoining Coggan's Garden in 1675, and development of the south-west corner of the second quadrangle took place between 1676 and 1678 at a cost of £1,439 14s 13d. The library, which is 65 feet (20 m) long and 21 feet 9 inches (6.63 m) wide, was built on the first floor of a free-standing building, above common rooms for students and fellows, and largely followed the layout of Thelwall's earlier library. The books were moved to their new location in 1679. The library contains bookcases dating from about 1628, which are decorated with strapwork and were used in the earlier library. The bookcases are 7 feet (2.1 m) long, with hinged desks. Some of the books were secured with chains; these were removed at an unknown date, although some payments for chains were made until 1765. A gallery storey was added, probably in 1691, and a wood-panelled gallery runs the length of the east side. It is reached by "an ingenious and graceful spiral staircase". On the west side of the library, there are nine windows on two levels; on the east side, there are now six on the lower level and four (blocked by gallery bookcases) on the upper level. The layout of the library, as well as the position of an exposed timber, suggests that there was previously a gallery on the west side. If so, it was not used after 1800, when the library was re-arranged. It may have been removed and transferred to St Edern's, Bodedern, along with some woodwork from the chapel after Street's renovations, with other sections of the chapel woodwork re-used in the east gallery – some of the carved patterns in the gallery are identical to those in Bodedern, and some of the gallery panels have been cut to fit their position, or are loose-fitting or upside down, suggestive of repositioning from a previous location. Hardy's opinion was that, "if only it had an open timber roof instead of the plain ceiling, it would be one of the most picturesque College Libraries". Another author said (in 1914, after the provision of a library for undergraduates elsewhere in the quadrangle) that it was "one of the most charming of Oxford libraries, and one of the least frequented". The window at the south end has four lights; Pevsner noted that it was Gothic in style, despite the date of construction. Simon Jenkins said that the library is "a delight". Betjeman wrote in 1938 that "The woodwork, the brown leather of the books, the clear windows and the slim height of the room make it one of the best little-known sights of Oxford". The library holds 11,000 antiquarian printed books and houses many of the college's rare texts, including a Greek bible dating from 1545 and signed by Philipp Melanchthon and others, much of the library of the scholar and philosopher Lord Herbert of Cherbury and 17th-century volumes by Robert Boyle and Sir Isaac Newton. The library also holds the undergraduate thesis of T. E. Lawrence ("Lawrence of Arabia"), entitled "The Influence of the Crusades on European Military Architecture to the end of XIIth Century". The college launched a restoration appeal in 2007 for work that was anticipated to cost £700,000. The roof was leaking, the floorboards had been affected by dry rot and death watch beetle, and new heating and ultra-violet light controls were needed to help preserve the books. The work to remedy these problems, and others, was completed in 2008. ## Third quadrangle ### Expansion in the 20th century The long but narrow third quadrangle adjoins Ship Street, on the north of the site and to the west of the garden of the principal's lodgings, where the college has owned some land since its foundation. In the 18th century, this was home to the college stables. A fire in 1904 led to the demolition of the stables and the gateway to Ship Street. The fire also caused considerable damage to another building, about 80 metres (260 ft) long, owned by the college. The ground floor had been rented out to the Oxford Electric Light Company – the fire originated in their premises when cables overheated – and the first floor had been used as a carpenter's shop and a bookseller's stores. This building was also demolished, along with houses occupied by the college porter and the college butler. Some stones from the demolished building were used to build a house in Kennington, Oxfordshire. Replacement buildings adjoining Ship Street, effectively creating a third quadrangle for the college, were constructed between 1906 and 1908. These were designed by the college architect and surveyor (Reuben England) and built in Doulting stone with Clipsham stone dressings, experience having shown that Doulting stone lasts longer when used in combination with a harder stone. The buildings, which have been given a Grade II listing, have been said to be keeping with the medieval look of the college as refaced by Buckler in the 19th century. However, Howell's description of England's work on Ship Street is that the design was "in an almost comically 'traditional' style", and Betjeman thought that the buildings were "dull". Casson described the third quadrangle as "a long, narrow court with a jumble of nineteenth- and twentieth-century buildings trying a bit too hard to be interesting". The extension cost £13,656. It contained the college's science laboratories and a new gate-tower, as well as further living accommodation and a library for students, known as the Meyricke Library, after a major donor – there had been an undergraduate library in the second quadrangle since 1865, known as the Meyricke Library from 1882 onwards. A small block of toilets and bathrooms was also built in the third quadrangle in 1908; it was nicknamed the "fourth quad". Until then, students had had to use tin baths in their rooms to wash. It was not until 1946 that the college began to install baths and wash-basins on each staircase in the quadrangles. The "fourth quad" was demolished as part of the work to erect the Old Members' Building in 1971. The third quadrangle also contains the bar (in the basement beneath the library), the computer room, and student laundry facilities. ### Laboratories The laboratories, which were in use from 1907 to 1947, occupied three floors. They were overseen (for all but the last three years) by the physical chemist David Chapman, a college fellow from 1907 to 1944. At the time of their closure, they were the last college-based science laboratories at the university. They were named the Sir Leoline Jenkins laboratories, after the former principal of the college. The laboratories led to scientific research and tuition (particularly in chemistry) becoming an important part of the college's academic life. The brochure produced for the opening ceremony noted that the number of science students at the college had increased rapidly in recent years, and that provision of college laboratories would assist the tuition of undergraduates, as well as attracting to Jesus College graduates of the University of Wales who wished to continue their research at Oxford. The laboratories became unnecessary when the university began to provide centralised facilities for students; they were closed in 1947. The college then converted the laboratories (along with other rooms in the buildings adjoining Ship Street) into further accommodation for students and fellows, as well as relocating the Meyricke Library and providing a separate library for Celtic studies. The total cost was £25,000. ### Old Members' Building and Junior Common Room The Old Members' Building, which contains a music room, 24 study-bedrooms and some lecture rooms, was built between 1969 and 1971, and designed by John Fryman of the Architects' Design Partnership. It was built after a fundraising appeal to Old Members to mark the college's quatercentenary, and was opened by Charles, Prince of Wales, in 1971. When the plans for the building were being drawn up, the college stated that it was "prepared to sacrifice some accommodation to obtain a scheme of architectural merit". The result is a concrete building, faced with grit-blasted concrete and, as elsewhere in the third quadrangle, Clipsham limestone. Part of the ground floor is an extension at the rear of W. H. Smith on Cornmarket Street, and so access is at first-floor level. The windows, which project from the bedrooms in a V-shape, were said to have been intended to "reflect the intricacy of the older building", and to help improve the views from within. Pevsner was critical of the use of canting in the design. He wrote that the entrance was reached by staircases set diagonally, which is "typical of the building", and that Fryman had "succumbed to the canting fashion of today: canted back, canted exposed supports on the entrance floor, canted base to the two upper floors". He called it a "mannered and modish design". Tyack referred to the building's "brutalism". Norwich said that it displays "an antipathy to the right-angle that makes the Front Quad look positively Pythagorean". Another reviewer, though, said that whilst the building tried too hard to be "Oxford" with "quirky and derivative details", the design made "ingenious use of minimal space" and filled a "drab" corner with "something lively and intimate"; overall, the review concluded, the virtues of the building overcame its faults. A conference room, known as the Habakkuk Room after a former principal, was added in 1989. The Old Members' Building is connected by a bridge (Pevsner adding, "Of course it runs diagonally") to further college rooms above shops on Ship Street. These were added in 1908–1909 and were also designed by England. Pevsner noted the "four symmetrically grouped gables". There are also some student rooms above the shops in Cornmarket Street, some of which were refurbished in 2000. In 2002, a two-year project to rebuild the property above the shops on Ship Street was completed. As part of the work, carried out by the architects Maguire & Co., the bottom floor was converted from rooms occupied by students and fellows into a new Junior Common Room (JCR), to replace the common room in the second quadrangle, which was by then too small to cope with the increased numbers of students. The new JCR, about twice the size of the previous one, can be partitioned into smaller rooms or kept open for large meetings; there is also a kitchen, a student committee room and a glazed conservatory extending onto the adjoining terrace. Above the JCR are three floors of new student rooms. The two rooms of the old JCR, each of which contain war memorials, have been converted into seminar and meeting rooms, and are now known as the Harold Wilson Room and the Memorial Room. ### Fellows' Garden The Fellows' Garden runs behind the west side of the second quadrangle, behind the SCR; it can be reached from there or from the third quadrangle. It dates from 1683, when 3s 6d was spent on making a garden; it would have been about 100 feet (30 m) long and between 10 and 20 feet (3.0 and 6.1 m) wide, but a further purchase of land in 1735 extended its length to about 170 feet (52 m). It is now overshadowed by adjoining buildings (including the Old Members' Building). Former college archivist, Brigid Allen, has described it as "a kind of gated tunnel between high buildings, paved, scattered with seats and tables, and filled with gloomy foliage of the purple-leaved plum". ## Fourth quadrangle In 2019 work began on redevelopment of a commercial property, Northgate House, owned by the college on the corner of Cornmarket and Market Streets, to provide new student accommodation above retail facilities with a new quad and other teaching facilities behind according to a masterplan by MICA Architects, projected for completion to mark the college's 450th anniversary in 2021. ## Other buildings The college purchased 10 acres (0.040 km<sup>2</sup>; 0.016 sq mi) of land in east Oxford (near the Cowley Road) in 1903 for use as a sports ground. The 1905 pavilion was replaced in 1998 by a new pavilion on the opposite side of the sports ground; the old pavilion is now used as a table-tennis room (ground floor) with a three-bedroomed flat for graduates above. Residential accommodation was first built at the sports ground in 1967 (Thelwall House, rebuilt in 1998), with additions between 1988 and 1990 (Hugh Price House and Leoline Jenkins House). Writing in 1974, Pevsner said that Thelwall House was one of the recent college buildings that deserved note. A further development, known as Hazel Court (after Alfred Hazel, principal 1925–1944), was built in 2000, bringing the total number of students who can be housed at the sports ground to 135. Writing in the Royal Institute of British Architects Journal in 2002, Jeremy Melvin praised the architects of Hazel Court, Maguire & Co., for their "crispness of detail" and "richness of composition"; he said that "the sense of ordered space ... recalls the way in which the traditional collegiate quads gave architectural expression to the then-new idea of a university". He noted that, whilst the first impression of the houses was Elizabethan with the air of a courtyard garden, "closer inspection reveals a contemporary design sensibility"; there was, he wrote, "the impression of an order that comes from making the construction explicit whils combining sensitivity to function and use". However, he commented that whilst there was plenty of space inside, the furniture "would not look out of place in a motorway hotel". Donations from Edwin Stevens, an Old Member of the college, enabled the construction in 1974 of student flats at a site in north Oxford on the Woodstock Road, named "Stevens Close" in his honour. The flats were opened by Elizabeth II in 1976. The college also owns a number of houses on Ship Street, which are used for student accommodation. It has purchased a further site in Ship Street at a cost of £1.8M, which will be converted at a projected cost of £5.5M to provide 31 student rooms with en-suite facilities, a 100-seat lecture theatre and other teaching rooms. The site includes a bastion from the Oxford city wall, which is a scheduled ancient monument. The plans provide for the inner curve of the bastion to be used as a featured alcove in the ground floor reception area and for study bedrooms on the upper floors. The Ship Street Centre was officially opened by the Chancellor of the University of Oxford, Lord Patten of Barnes, on 25 September 2010. ## See also - Buildings of Nuffield College, Oxford - List of church restorations and alterations by G. E. Street
7,391,938
Boletus aereus
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Edible species of fungus
[ "Basque cuisine", "Boletus", "Edible fungi", "Fungi described in 1789", "Fungi of Africa", "Fungi of China", "Fungi of Europe", "Fungi of North America", "Taxa named by Jean Baptiste François Pierre Bulliard" ]
Boletus aereus, the dark cep or bronze bolete, is a highly prized and much sought-after edible mushroom in the family Boletaceae. The bolete is widely consumed in Spain (Basque Country and Navarre), France, Italy, Greece, and generally throughout the Mediterranean. Described in 1789 by French mycologist Pierre Bulliard, it is closely related to several other European boletes, including B. reticulatus, B. pinophilus, and the popular B. edulis. Some populations in North Africa have in the past been classified as a separate species, B. mamorensis, but have been shown to be phylogenetically conspecific to B. aereus and this taxon is now regarded as a synonym. The fungus predominantly grows in habitats with broad-leaved trees and shrubs, forming symbiotic ectomycorrhizal associations in which the underground roots of these plants are enveloped with sheaths of fungal tissue (hyphae). The cork oak (Quercus suber) is a key host. The fungus produces spore-bearing fruit bodies above ground in summer and autumn. The fruit body has a large dark brown cap, which can reach 30 cm (12 in) in diameter. Like other boletes, B. aereus has tubes extending downward from the underside of the cap, rather than gills; spores escape at maturity through the tube openings, or pores. The pore surface of the fruit body is whitish when young, but ages to a greenish-yellow. The squat brown stipe, or stem, is up to 15 cm (6 in) tall and 10 cm (4 in) thick and partially covered with a raised network pattern, or reticulation. ## Taxonomy and phylogeny French mycologist Pierre Bulliard described Boletus aereus in 1789. The species epithet is the Latin adjective aerěus, meaning "made with bronze or copper". His countryman Lucien Quélet transferred the species to the now-obsolete genus Dictyopus in 1886, which resulted in the synonym Dictyopus aereus, while René Maire reclassified it as a subspecies of B. edulis in 1937. In 1940, Manuel Cabral de Rezende-Pinto published the variety B. aereus var. squarrosus from collections made in Brazil, but this taxon is not considered to be taxonomically distinct. In works published before 1987, the binomial name was written fully as Boletus aereus Fr., as the description by Bulliard had been sanctioned (i.e., treated as if conserved against earlier homonyms and competing synonyms) in 1821 by the "father of mycology", Swedish naturalist Elias Magnus Fries. The starting date for all the mycota had been set by general agreement as 1 January 1821, the date of Fries' work. The 1987 edition of the International Code of Botanical Nomenclature revised the rules on the starting date and primary work for names of fungi; names can now be considered valid as far back as 1 May 1753, hence predating publication of Bulliard's work. Moroccan collections under the cork oak (Quercus suber) that were initially regarded as B. aereus, were described as a separate species—Boletus mamorensis—in 1978, on the basis of a rufous chestnut cap and a rooting stipe, or stem, with a reticulation often limited to the top (apex). However, molecular phylogenetic studies by Bryn Dentinger and colleagues in 2010, placed these collections very close to B. aereus, suggesting they are more likely an ecological variant or phenotype, rather than a distinct species. More recent phylogenetic studies by M. Loizides and colleagues in 2019, have confirmed that B. mamorensis is a later synonym of B. aereus, since collections identified as the two taxa could not be genetically separated and nested in the same clade. American mycologist Harry Thiers reported Boletus aereus from California in 1975; a taxonomic revision of western North American porcini boletes in 2008 formally established them as a separate species, Boletus regineus. These differ from B. aereus by nature of their more gelatinous cap skin (pileipellis), and belong in a different porcini lineage. Boletus aereus is classified in Boletus section Boletus, alongside close relatives such as B. reticulatus, B. edulis, and B. pinophilus. A genetic study of the four European species found that B. aereus was sister to B. reticulatus. More extensive testing of worldwide taxa revealed that B. aereus was sister to a lineage that had split into B. reticulatus and two lineages that had been classified as B. edulis from southern China and Korea/northern China respectively. Molecular analysis suggests that the B. aereus/mamorensis and B. reticulatus/Chinese B. "edulis" lineages diverged around 6 to 7 million years ago. ### Common names Bulliard gave Boletus aereus the common name of le bolet bronzé (the bronze bolete) in 1789, noting that it was called the cep noir (black cep) in other countries. It is commonly known as ontto beltza (black fungus) in Basque, porcino nero (black piglet) in Italian, and Cèpe bronzé in French. In Greek it is known as vasilikό (the royal one), or kalogeraki (little monk). The English common name is dark cep, while the British Mycological Society also approved the name bronze bolete. ## Description The cap is hemispherical to convex, reaching 15–30 cm (6–12 in) in diameter, although specimens of 40 cm (16 in) have been found in some cases. Slightly velvety and lobed or dented, it is dark brown, greyish-brown, violet brown, or purple brown, often with copper, golden, or olivaceous patches. The stipe is 6–15 cm (2+1⁄4–6 in) high by 5–10 cm (2–4 in) wide, usually shorter than the cap diameter, initially barrel shaped but gradually becoming club shaped and tapering at the base. The stipe is pale brown, chestnut, or reddish brown in colour, covered in a brown or concolorous reticulation. As with other boletes, there are tubes rather than gills on the underside of the cap. The tube openings—known as pores—are small and rounded. Whitish or greyish-white when young, they slowly become yellowish or greenish yellow at maturity, and can turn wine coloured with bruising. The tubes themselves are initially white, later becoming yellowish or olivaceous. The thick flesh is white, exudes a robust and pleasant smell reminiscent of hazelnuts, and has a mild sweet taste. The spores are spindle shaped and measure 10.5–19 by 4–7 μm. The pileipellis is a trichodermium of interwoven septate hyphae, with long cylindrical cells. ### Similar species Boletus reticulatus is very similar to B. aereus, also occurring during the summer months under broad-leaved trees. It has a paler, often cracked cap and a usually paler stipe covered in a more elaborate and pronounced whitish reticulation, often extending to the stipe base. Boletus pinophilus occurs under conifers, mostly Pinus sylvestris, and has a reddish-brown cap. Microscopically, it can be separated by the more inflated, club- to spindle-shaped hyphal ends of the pileipellis. Boletus edulis occurs later in the season during lower temperatures, mostly under Picea. It has a paler viscid cap, and a paler stipe with an acute white reticulation. Microscopically, it has gelatinised hyphal ends in the pileipellis. ## Distribution and habitat The distribution and abundance of Boletus aereus varies greatly. Found mainly in central and southern Europe as well as north Africa, this species is rare in colder climates such as England. It is classified as a vulnerable species in the Czech Republic and has been placed on a provisional Red List of endangered species of Montenegro. Nevertheless, the fungus can be locally abundant; it is the most common bolete in the woodlands of Madonie Regional Natural Park in northern Sicily. Boletus aereus has been reported from several other island ecosystems across the Mediterranean, such as Corsica, Cyprus, Lesvos, and Naxos. Mushrooms are mostly found during hot spells in summer and autumn, growing in mycorrhizal association with various broad-leaved trees and sclerophyllous shrubs, especially oak (Quercus), beech (Fagus), chestnut (Castanea), strawberry trees (Arbutus), treeheath (Erica), and rockrose (Cistus), showing a preference for acid soils. Roadsides and parks are common habitats. The cork oak in particular is an important symbiont, and the distribution of B. aereus aligns with the tree across Europe and North Africa. The ectomycorrhizae that B. aereus forms with sweet chestnut (Castanea sativa) and downy oak (Quercus pubescens) have been described in detail. They are characterized by a lack of hyphal clamps, a plectenchymatous mantle (made of parallel-orientated hyphae with little branching or overlap), and rhizomorphs with differentiated hyphae. A 2007 field study on four species of boletes revealed little correlation between the abundance of fruit bodies and presence of its mycelia below ground, even when soil samples were taken from directly beneath the mushroom; the study concluded that the triggers leading to formation of mycorrhizae and production of the fruit bodies appear to be more complex than previously thought. In the past the fungus had been reported in China. However, recent molecular studies show that Asian porcini appear to belong to different species. ## Edibility and culinary uses A choice edible species, Boletus aereus is highly appreciated in Southern Europe for its culinary qualities, and is considered by many to be gastronomically superior to Boletus edulis. In the vicinity of Borgotaro in the Province of Parma of northern Italy, the four species Boletus edulis, B. aereus, B. reticulatus (formerly known as B. aestivalis), and B. pinophilus have been recognised for their superior taste and officially termed Fungo di Borgotaro. Here, these mushrooms have been collected and exported commercially for centuries. Throughout Spain, it is one of the wild edible fungi most commonly collected for the table, particularly in Aragon, where it is harvested for sale in markets. When collected, the skin of the cap is left intact, and dirt is brushed off the surface. Pores are left unless old and soft. Boletus aereus is especially suited for drying, a process which enhances its flavour and aroma. Like other boletes, the mushrooms can be dried by being sliced and strung separately on twine, then hung close to the ceiling of a kitchen. Alternatively, the mushrooms can be dried by cleaning with a brush (washing is not recommended), and then placed in a wicker basket or bamboo steamer on top of a boiler or hot water tank. Once dry, they are kept in an airtight jar. They are easily reconstituted by soaking in hot, but not boiling, water for about twenty minutes; the water is infused with the mushroom aroma and can be used as stock in subsequent cooking. When dried, a small amount of the mushroom can improve the taste of less flavoursome fungi-based dishes. ### Nutritional value Based on analyses of fruit bodies collected in Portugal, there are 367 kilocalories per 100 grams of bolete (as dry weight). The macronutrient composition of 100 grams of dried bolete includes 17.9 grams of protein, 72.8 grams of carbohydrates, and 0.4 grams of fat. By weight, fresh fruit bodies are about 92% water. The predominant sugar is trehalose (4.7 grams/100 grams dry weight; all following values assume this mass), with lesser amounts of mannitol (1.3 grams). There are 6 grams of tocopherols, the majority of which is gamma-tocopherol (vitamin E), and 3.7 grams of ascorbic acid.
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Goldfinger (novel)
1,156,725,398
Novel by Ian Fleming
[ "1959 British novels", "British novels adapted into films", "Goldfinger (film)", "James Bond books", "Jonathan Cape books", "Novels about smugglers", "Novels adapted into radio programs", "Novels by Ian Fleming" ]
Goldfinger is the seventh novel in Ian Fleming's James Bond series. Written in January and February 1958, it was first published in the UK by Jonathan Cape on 23 March 1959. The story centres on the investigation by the British Secret Service operative James Bond into the gold-smuggling activities of Auric Goldfinger, who is also suspected by MI6 of being connected to SMERSH, the Soviet counter-intelligence organisation. As well as establishing the background to the smuggling operation, Bond uncovers a much larger plot: Goldfinger plans to steal the gold reserves of the United States from Fort Knox. Fleming developed the James Bond character in Goldfinger, presenting him as a more complex individual than in the previous novels, and bringing out a theme of Bond as a St George figure. This theme is echoed by the fact that it is a British agent sorting out an American problem. In common with his other Bond stories, Fleming used the names of people he knew, or knew of, throughout his story, including the book's eponymous villain, who was named after the architect Ernő Goldfinger. On learning of the use of his name, Goldfinger threatened to sue, before the matter was settled out of court. Auric Goldfinger is obsessed by gold and is—to Bond's eye—a gauche individual with unusual appetites; Fleming probably based the character on the American gold tycoon Charles W. Engelhard Jr. Fleming also used his own experiences within the book; the round of golf played with Goldfinger was based on a 1957 tournament at the Berkshire Golf Club in which Fleming partnered Peter Thomson, the winner of The Open Championship. On its release, Goldfinger went to the top of the best-seller lists; the novel was broadly well received by the critics and was favourably compared to the works of the thriller writers H. C. McNeile and John Buchan. Goldfinger was serialised as a daily story and as a comic strip in the Daily Express, before it became the third James Bond feature film of the Eon Productions series, released in 1964 and starring Sean Connery as Bond. In 2010 Goldfinger was adapted for BBC Radio with Toby Stephens as Bond and Sir Ian McKellen as Goldfinger. ## Plot Happenstance While changing planes in Miami after closing down a Mexican heroin-smuggling operation, the British Secret Service operative James Bond meets Junius Du Pont, a rich American businessman whom Bond had briefly met and gambled with in Casino Royale. Du Pont asks Bond to watch Auric Goldfinger, with whom Du Pont is playing canasta, to discover if he is cheating. Bond soon realises that Goldfinger is using his assistant, Jill Masterton, to spy on Du Pont's cards. Bond blackmails Goldfinger into admitting his guilt and paying back Du Pont's lost money; Bond also has a brief affair with Masterton. Back in London, Bond's superior, M, tasks him with determining how Goldfinger is smuggling gold out of Britain; M also suspects Goldfinger of being connected to SMERSH and financing their western networks with his gold. Bond visits the Bank of England for a briefing on the methods of gold smuggling. Coincidence Bond contrives to meet and play a round of golf with Goldfinger; Goldfinger attempts to win the golf match by cheating, but Bond turns the tables on him, beating him in the process. He is subsequently invited to Goldfinger's mansion near Reculver where he narrowly escapes being caught on camera looking through the house. Goldfinger introduces Bond to his factotum, a Korean named Oddjob. Issued by MI6 with an Aston Martin DB Mark III, Bond trails Goldfinger in his vintage Rolls-Royce Silver Ghost (adapted with armour plating and bulletproof glass), driven by Oddjob. Both travel by air ferries to Switzerland. Bond manages to trace Goldfinger to a warehouse in Geneva, where he finds that the armour of the Rolls-Royce is actually white-gold, cast into panels at his Kent refinery. When the car reaches the factory in Switzerland (Enterprises Auric AG), Goldfinger recasts the gold from the armour panels into aircraft seats and fits the seats to the aeroplanes of Mecca Charter Airline, in which he holds a large stake. The gold is finally sold in India at a large profit. Bond foils an assassination attempt on Goldfinger by Jill Masterton's sister, Tilly, to avenge Jill's death at Goldfinger's hands: he had painted her body with gold paint, which killed her. Bond and Tilly attempt to escape when the alarm is raised, but are captured. Enemy action Bond is tortured by Oddjob when he refuses to confess his role in trailing Goldfinger. In a desperate attempt to escape being cut in two by a circular saw, Bond offers to work for Goldfinger, a ruse that Goldfinger initially refuses but then accepts. Bond and Tilly are subsequently taken to Goldfinger's operational headquarters in a warehouse in New York City. They are put to work as secretaries for a meeting between Goldfinger and several gangsters (including the Spangled Mob and the Mafia), who have been recruited to assist in "Operation Grand Slam"—stealing gold from the United States Bullion Depository at Fort Knox. One of the gang leaders, Helmut Springer, refuses to join the operation and is killed by Oddjob. Bond learns that the operation includes killing the inhabitants of Fort Knox by introducing poison into the water supply. He manages to conceal a message in the toilet of Goldfinger's private plane, where he hopes it will be found and sent to Pinkertons, where his friend and ex-counterpart Felix Leiter now works. Operation Grand Slam commences, and it transpires that Leiter has found and acted on Bond's message. A battle commences, but Goldfinger escapes. Tilly, a lesbian, hopes that one of the gang leaders, Pussy Galore (the leader of a gang of lesbian burglars), will protect her, but she (Tilly) is killed by Oddjob. Goldfinger, Oddjob and the Mafia bosses all escape in the melee. Bond is drugged before his flight back to England and wakes to find he has been captured by Goldfinger, who has murdered the crime bosses (except Galore), drugged a BOAC flightcrew and hijacked their jetliner. Bond manages to break a window, causing a depressurisation that blows Oddjob out of the plane; he then fights and strangles Goldfinger. At gunpoint, he forces the crew to ditch in the sea near the Canadian coast, where they are rescued by a nearby weathership. ## Background and writing history By January 1958 the author Ian Fleming had published five novels in the preceding five years: Casino Royale in 1953, Live and Let Die (1954), Moonraker (1955), Diamonds Are Forever (1956) and From Russia, with Love in 1957. A sixth, Dr. No, was being edited and prepared for production. That month Fleming travelled to his Goldeneye estate in Jamaica to write Goldfinger. He followed his usual practice, which he later outlined in Books and Bookmen magazine: "I write for about three hours in the morning ... and I do another hour's work between six and seven in the evening. I never correct anything and I never go back to see what I have written ... By following my formula, you write 2,000 words a day." He returned to London in March that year with a 270-page typescript, the longest he had produced to that time. He initially gave the manuscript the title The Richest Man in the World; few alterations were made to the story before publication. Although Fleming did not date the events within his novels, John Griswold and Henry Chancellor—both of whom wrote books for Ian Fleming Publications—identified different timelines based on events and situations within the novel series as a whole. Chancellor put the events of Goldfinger in 1957; Griswold is more precise, and considers the story to have taken place from late April to early June that year. Fleming had long been fascinated with gold. He was a collector of Spanish doubloons, and he commissioned a gold-plated typewriter from the Royal Typewriter Company, although he never actually used it; he wrote with a gold-tipped ballpoint pen and included the theft or obtaining of gold in several of his stories. When researching for Goldfinger, Fleming reinforced his knowledge of gold by sending a questionnaire to an expert at the Worshipful Company of Goldsmiths—one of the livery companies of the City of London who assay precious metals for purity—with a list of queries about gold, its properties and the background of the industry, including smuggling. Fleming had originally conceived the card game scene as a separate short story but instead used the device for Bond and Goldfinger's first encounter. The architect Ernő Goldfinger threatened to sue Fleming over the use of the name. With the book already printed but not released, Fleming threatened to add an erratum slip to the book changing the name from Goldfinger to Goldprick and explaining why; the matter was settled out of court after the publishers, Jonathan Cape, paid Ernő's legal costs, agreed to ensure the name Auric was always used in conjunction with Goldfinger and sent him six copies of the novel. Once Fleming completed the novel—which he found the easiest of all the Bond books to write—he thought he had exhausted his inspiration for plots. He told the writer William Plomer—his friend who proof-read all the Bond books—that Goldfinger was to be "the last full length folio on Bond ... Though I may be able to think up some episodes for him in the future, I shall never be able to give him 70,000 words again". ## Development ### Plot inspirations Fleming based some points in the book on events he had read about. The pre-First World War death of a showgirl in Europe after she had covered herself in paint was one such idea, and the depressurisation of Goldfinger's plane was a plot device Fleming had intended to use elsewhere, but which he included in Goldfinger. Some years previously a plane had depressurised over the Lebanon and an American passenger had been sucked out of the window; Fleming, who was not a comfortable airline passenger, had made note of the incident to use it. As he had done in previous Bond novels, Fleming used the names of several friends or associates in the novel. The surname of Sir John Masterman, the MI5 agent and Oxford academic who ran the double-cross system during the Second World War, was used as the basis for the Masterton sisters; Alfred Whiting, the golf professional at Royal St George's Golf Club, Sandwich, became Alfred Blacking; while the Royal St George's Golf Club itself became the Royal St Mark's, for the game between Bond and Goldfinger. In June 1957 Fleming played in the Bowmaker Pro-Am golf tournament at the Berkshire Golf Club, where he partnered Peter Thomson, the winner of The Open Championship; much of the background went into the match between Bond and Goldfinger. One of Fleming's neighbours in Jamaica, and later his lover, was Blanche Blackwell; Fleming used Blanche as the model for Pussy Galore, although the name "Pussy" came from Mrs "Pussy" Deakin, formerly Livia Stela, an SOE agent and friend of Fleming's wife. Fleming's golf partner, John Blackwell (a cousin to Blanche Blackwell), was also a cousin by marriage to Ernő Goldfinger and disliked him: it was Blackwell who reminded Fleming of the name. Fleming also disliked Goldfinger, who, Fleming thought, destroyed Victorian buildings and replaced them with his own modernist designs, particularly a terrace at Goldfinger's own residence at 2 Willow Road, Hampstead. Blackwell had his name used as the heroin smuggler at the beginning of the book, with a sister who was a heroin addict. There were some similarities between Ernő and Auric Goldfinger: both were Jewish immigrants who came to Britain from Eastern Europe in the 1930s and both were Marxists. The fictional and real Goldfingers were physically very different. According to the historian Henry Chancellor the likely model for Auric Goldfinger was the American gold tycoon Charles W. Engelhard Jr., whom Fleming had met in 1949. Engelhard had established a business, the Precious Metals Development Company, which circumvented numerous export restrictions, selling gold ingots directly into Hong Kong. ### Characters The character of Bond was developed more in Goldfinger than in the previous novels; the historian Jeremy Black considers that Bond "was presented as a complex character". The novelist Raymond Benson—who later wrote a series of Bond novels—sees Goldfinger as a transitional novel, making Bond more human than in previous books and more concerned with what Benson calls "the mortal trappings of life". This manifests itself in the opening chapter of the book as Bond sits in Miami airport and thinks through his fight with and killing of a Mexican thug. Benson also finds Bond developing something of a sense of humour in Goldfinger, verbally abusing Oddjob for his own amusement. The anthropologist Anthony Synnott examined several examples of racism in the Bond novels, and finds in Goldfinger examples of "the most blatant racism" of the series, all of which concern the Koreans; as an example, Synnott highlights the sentence "putting Oddjob and any other Korean firmly in his place, which, in Bond's estimation, was rather lower than apes in the mammalian hierarchy". Benson agrees that Bond is shown as a bigot in the passage quoted, and observes that this is the only point in all the works in which Bond disparages a whole race. The writer Anthony Burgess, in his 1984 work Ninety-nine Novels, describes Fleming's malefactors as "impossible villains, enemies of democracy, megalomaniacs"; Burgess goes on to write that Goldfinger "is the most extravagant of these". The character was described by Benson as "Fleming's most successful villain" to that point in the series, and Fleming gives him several character flaws that are brought out across the novel. Black writes that psychologically Goldfinger is warped, possibly because of an inferiority complex brought on by his shortness, in contrast to several of Fleming's other over-sized villains. Physically he is odd, with a lack of proportion to his body. According to the literary analyst LeRoy L. Panek, in his examination of 20th-century British spy novels, in several of Fleming's novels he uses "characters as psychological counters in a game of simplified psychology". Fleming writes that "Bond always mistrusted short men. They grew up from childhood with an inferiority complex. ... Napoleon had been short, and Hitler. It was the short men that caused all the trouble in the world", an opinion Black considers a reflection of the "racialism and crude psychology" of early-twentieth century literature. Like many other of Fleming's villains, Goldfinger is not of British extraction (although he is a British citizen); other villains have been, for example, Russian, German, Jewish, Chinese-German or Slav. Synnott observes that in many of the Bond novels, including Goldfinger, "Ugliness, evil and foreignness go together, complementing and reinforcing each other. Ugliness symbolizes evil and evil is symbolized by ugliness and foreignness." Fleming employs devices he uses elsewhere in the series to show Goldfinger is corrupt or outside what Fleming considered normal. Goldfinger cheats at cards and golf; Panek considers this is a traditional sign of a gauche individual. Black considers that Goldfinger is portrayed as a killjoy as he does not consume cigarettes or alcohol—unlike many people of the time—but he does pay prostitutes; these aspects of Goldfinger's are condemned by Fleming for being outside normal appetites. Elisabeth Ladenson, the general editor of Romanic Review, believes the character of Pussy Galore to be "perhaps the most memorable figure in the Bond periphery". Galore was introduced by Fleming for Bond to seduce her, proving Bond's masculinity by his being able to seduce a lesbian. To some extent the situation also reflected Fleming's own opinions, expressed in the novel as part of Bond's thoughts, where "her sexual confusion is attributable to women's suffrage"; in addition, as Fleming himself put it in the book: "Bond felt the sexual challenge all beautiful Lesbians have for men." Ladenson points out that, unlike some Bond girls, Galore's role in the plot is crucial and she is not just there as an accessory: it is her change of heart that allows good to triumph over evil. The cultural historians Janet Woollacott and Tony Bennett consider that many of the female characters in the Bond series depart from Fleming's accepted cultural norms; both Pussy Galore and Tilly Masterton conform to this rule because they are lesbian. For those that Bond sleeps with, there is a back story explaining why they are outside Fleming's norm: in Pussy Galore's case, it is because she was raped by her uncle. According to Stephen Heath, the literature and cultural historian, Galore's lesbianism is explained by being anti-man, following the rape, and she is converted because, as she says in the book, "I never met a man before". Bond's 'conversion' of Galore from lesbian to his bed partner "reflected Fleming's sexual politics". It was, Black sees, a "crude end to the book, a form of happy ending". ## Style The sixth Bond novel, Dr. No began what the media historian James Chapman describes as the move of the Bond books to "fantastic and highly improbable plots"; Chapman considers that Goldfinger maintains that trend. He also finds it "the most implausible of Fleming's plots". Benson states that the plot is impractical and that "sometimes there's no logic in the sequence of events"; the author Kingsley Amis—who also later wrote a Bond novel—says that the novel was "more implausible than most". According to Panek there is an episodic approach in Fleming's works; in Goldfinger this manifests itself in the use of the card game—something also seen in Casino Royale and Moonraker; Benson considers the novel to be more episodic than Fleming's previous books. Fleming structured the novel in three sections—"Happenstance", "Coincidence" and "Enemy action"—which was how Goldfinger described Bond's three seemingly coincidental meetings with him. Like Dr. No, what seems to be a trivial event—in this case the card game—leads to what Chapman calls "a grandiose criminal conspiracy". The denouement of the novel is described by Black as "hurried and unsatisfactory", and the "one-man heroism" of the work is too stretched across the novel. Benson, and Fleming's biographer Matthew Parker, consider Goldfinger to be the "densest" of the Bond novels, with a fast pace and high levels of action, in which Bond moves from Miami, via New York to London, then through Kent and northern France to Switzerland, then back to New York, to Kentucky, to New York, Washington, and finally ditching the aeroplane in the North Atlantic. ## Themes As with other Bond novels, such as Casino Royale, gambling is a theme—not only the money staked on the golf match as part of the novel, but opening with the canasta game. Raymond Benson identified times in the novel when Bond's investigation of Goldfinger was a gamble too, and cites Bond tossing a coin to decide on his tactics in relation to his quarry. Once more (as with Live and Let Die and Dr. No) it is Bond the British agent who has to sort out what turns out to be an American problem and this, along with Bond's warning to Goldfinger not to underestimate the English, may be seen as Fleming's reaction to the lack of US support over the Suez Crisis in 1956. Benson identifies a theme of Bond acting as St George in Goldfinger which, he says, has run in all the novels, but is finally stated explicitly in the book as part of Bond's thoughts. This is after Goldfinger reveals he will use an atomic device to open the vault: "Bond sighed wearily. Once more into the breach, dear friend! This time it really was St George and the dragon. And St George had better get a move on and do something". Jeremy Black notes that the image of the "latter-day St George [is] again an English, rather than British image". According to Ladenson, by making Bond St George, "Goldfinger himself ... is a mere obstacle, the dragon to be got rid of before the worthy knight can make off with the duly conquered lady". Goldfinger has an obsession with gold to the extent that Ladenson says that he is "a walking tautology". Ladenson lists both his family name and his first name as being related to gold ("Auric" is an adjective pertaining to gold); his clothes, hair, car and cat are all gold coloured, or a variant thereof; his Korean servants are referred to by Bond as being "yellow", or yellow-faced"; and he paints his women (usually prostitutes) gold before sex. As with a number of other villains in the Bond novels, there is a reference to the Second World War, to show the post-war readers how evil Bond's villains were. Thus, Goldfinger employs members of the German Luftwaffe, Japanese and Koreans. For Operation Grand Slam, Goldfinger used the poison GB—now known as Sarin—which had been discovered by the Nazis. Pussy Galore's all-woman criminal gang has some members that look "like some young SS guardsman", to underline the connection to evil. ## Publication and reception ### Publication history Goldfinger was published on 23 March 1959 in the UK as a hardcover edition by Jonathan Cape; it was 318 pages long and cost fifteen shillings. As with his previous four novels, Fleming came up with the design of the front cover, which featured a rose between a skull's teeth. He commissioned Richard Chopping to provide the artwork. According to Jonathan Hopson of the Victoria and Albert Museum, the cover's "macabre symbolism memorably expresses the novel's themes of greed, sex and death". The book was dedicated to "gentle reader, William Plomer". The novel went straight to the top of the best-seller lists. Fleming took part in a select number of promotional activities, including appearing on the television programme The Bookman and attending a book signing at Harrods. In May 1961 Pan Books published a paperback version of the novel in the UK, which sold 161,000 copies before the end of the year. Since its initial publication the book has been issued in numerous hardback and paperback editions, translated into several languages and, as at 2023, has never been out of print. In 2023 Ian Fleming Publications—the company that administers all Fleming's literary works—had the Bond series edited as part of a sensitivity review to remove or reword some racial or ethnic descriptors. The rerelease of the series was for the 70th anniversary of Casino Royale, the first Bond novel. ### Critical reception Goldfinger received more positive reviews than Fleming's previous novel, Dr. No, which had faced widespread criticism in the British media. Writing in The Observer, Maurice Richardson thought that "Mr. Fleming seems to be leaving realism further and further behind and developing only in the direction of an atomic, sophisticated Sapper". Though Fleming may have left reality behind, Richardson considered that the writer, "even with his forked tongue sticking right through his cheek, ... remains maniacally readable". Richardson said that Goldfinger "is the most preposterous specimen yet displayed in Mr. Fleming's museum of super fiends", and, referring to the novel's central character, observed that "the real trouble with Bond, from a literary point of view, is that he is becoming more and more synthetic and zombie-ish. Perhaps it is just as well." In The Manchester Guardian, Roy Perrott observed that "Goldfinger ... will not let [Bond's] close admirers down". Perrott thought that overall "Fleming is again at his best when most sportingly Buchan-ish as in the motoring pursuit across Europe"; he summarised the book by saying that it was "hard to put down; but some of us wish we had the good taste just to try". The Times thought that Bond was "backed up by sound writing" by Fleming; the critic thought that although the plot was grandiose "it sounds—and is—fantastic; the skill of Mr. Fleming is to be measured by the fact that it is made not to seem so". For The Times Literary Supplement, Michael Robson considered that "a new Bond has emerged from these pages: an agent more relaxed, less promiscuous, less stagily muscular than of yore". Robson added that "the story, too, is more relaxed". Robson saw this as a positive development, but it did mean that although "there are incidental displays of the virtuosity to which Mr. Fleming has accustomed us, ... the narrative does not slip into top gear until Goldfinger unfolds his plan". The Evening Standard looked at why Bond was a success and listed "the things that make Bond attractive: the sex, the sadism, the vulgarity of money for its own sake, the cult of power, the lack of standards". The Sunday Times called Goldfinger "Guilt-edged Bond"; the critic for The Manchester Evening News thought that "Only Fleming could have got away with it ... outrageously improbable, wickedly funny, wildly exciting". Even the "avid anti-Bond and an anti-Fleming man", Anthony Boucher, writing for The New York Times appeared to enjoy Goldfinger, saying "the whole preposterous fantasy strikes me as highly entertaining". The critic for The New York Herald Tribune, James Sandoe considered the book to be "a superlative thriller from our foremost literary magician". Burgess cites Goldfinger as one of the 99 best novels in English since 1939. "Fleming raised the standard of the popular story of espionage through good writing—a heightened journalistic style—and the creation of a government agent—James Bond, 007—who is sufficiently complicated to compel our interest over a whole series of adventures." ## Adaptations Goldfinger was serialised on a daily basis in the Daily Express newspaper from 18 March 1959 onwards. Fleming's original novel was adapted as a daily comic strip which was published in the same paper and syndicated around the world—the first of the novels to be adapted as such. The adaptation ran from 3 October 1960 to 1 April 1961, and Fleming received £1,500 for the British publication and a percentage for syndicated copies. The adaptation was written by Henry Gammidge and illustrated by John McLusky. Goldfinger was reprinted in 2005 by Titan Books as part of the Dr. No anthology, which in addition to Dr. No, also included Diamonds Are Forever and From Russia, with Love. In 1964 Goldfinger became the third entry in the James Bond film series. Sean Connery returned as Bond, and the German actor Gert Fröbe played Auric Goldfinger. The film was mostly similar to the novel, but Jill and Tilly Masterton (renamed Masterson for the film) have shortened roles and earlier deaths in the story. The plot of the film was also changed from stealing the gold at Fort Knox to irradiating the gold vault with a dirty bomb. Alan Barnes and Marcus Hearn, in their examination of the Bond films, consider that the film improves on what they see as some of Fleming's "ludicrous notions". The pair highlight the irradiation of the gold in Fort Knox, and the change of Pussy Galore's organisation to stunt pilots, rather than masquerading as nurses, as examples of improvements. The 1973 BBC documentary Omnibus: The British Hero featured Christopher Cazenove playing a number of such title characters (e.g. Richard Hannay and Bulldog Drummond), including James Bond in dramatised scenes from Goldfinger—notably featuring the hero being threatened with the novel's circular saw, rather than the film's laser beam—and Diamonds Are Forever. Following its radio version of Dr. No, produced in 2008 as a special one-off to mark the centenary of Ian Fleming's birth, Eon Productions allowed a second Bond story to be adapted. On 3 April 2010 BBC Radio 4 broadcast a radio adaptation of Goldfinger with Toby Stephens (who played the villain Gustav Graves in Die Another Day) as Bond, Sir Ian McKellen as Goldfinger and Stephens's Die Another Day co-star Rosamund Pike as Pussy Galore. The play was adapted from Fleming's novel by Archie Scottney and was directed by Martin Jarvis. ## See also - List of James Bond novels and short stories - Outline of James Bond
15,232,411
Confirmed Dead
1,171,076,459
null
[ "2008 American television episodes", "Lost (season 4) episodes", "Television episodes directed by Stephen Williams (director)", "Television episodes written by Drew Goddard" ]
"Confirmed Dead" is the second episode of the fourth season of ABC's serial television drama Lost and the 74th episode overall. It was first aired on February 7, 2008, on ABC in the United States and on CTV in Canada. The episode includes the first appearances of the main characters Miles Straume and Charlotte Lewis and the supporting character Frank Lapidus. Ken Leung played Miles Straume, Rebecca Mader played Charlotte Lewis and Jeff Fahey played Frank Lapidus. The actors were given fake scenes when auditioning to limit the leak of story information or spoilers. Mader and Fahey were different from the writers' visions of Charlotte and Frank, but the writers changed the characters to suit them. Also, the role of Miles was changed for Leung. The episode was written by co-executive producer Drew Goddard and co-producer Brian K. Vaughan and directed by co-executive producer Stephen Williams. The beginning of the episode is set on December 21, 2004, or 91 days after the original characters crash-land on a tropical island from Oceanic Airlines Flight 815. During the show, flashbacks introduce the island's latest arrivals – four people from an offshore freighter who landed on the island. The main action is of John Locke (Terry O'Quinn) leading his group to the Barracks. He begins to find out why Ben Linus (Michael Emerson) is afraid of the newcomers. "Confirmed Dead" was watched by 17 million Americans and received generally positive critical reception as reviewers praised the introduction of the new characters. ## Plot The episode's five flashbacks focus on the reactions and activities of the freighter's crew who made contact with the Oceanic 815 survivors; Daniel Faraday (Jeremy Davies) is shown crying while watching a newscast confirming the deaths of all Oceanic 815 passengers. His caretaker asks why he is crying, and he answers that he does not know. Miles Straume (Ken Leung) is a medium hired by an elderly woman to remove the ghost of her grandson from her home. After conversing with the spirit, Miles finds a hidden cache of money and drugs. Charlotte Lewis (Rebecca Mader) is an anthropologist who finds a polar bear skeleton bearing a Dharma Initiative collar buried in the Tunisian desert. Frank Lapidus (Jeff Fahey) is an alcoholic who was originally scheduled to pilot flight 815. He phones the Oceanic hotline while watching the newscast and claims that the footage of the plane wreckage being aired on television is not authentic, while Naomi Dorrit (Marsha Thomason) is shown in a posthumous flashback, criticizing her employer Matthew Abaddon (Lance Reddick) for his choice in her coworkers. After Daniel parachutes from a failing helicopter onto the island, he uses Naomi's phone to contact George Minkowski (Fisher Stevens) on the ship that he came from. The next morning, on December 22, 2004, two of the flight 815 survivors – Jack Shephard (Matthew Fox) and Kate Austen (Evangeline Lilly) – help Daniel find his colleagues, as the rival group led by Locke attempts to do the same. Jack and Kate find Miles, who demands to see Naomi's body, and reasons that Naomi was killed by Kate as Naomi said a code on the phone before dying. Kate confesses then that Naomi was killed by John Locke. Locke's group finds Charlotte, takes her prisoner, and disposes of her tracking device. Daniel's third colleague, helicopter pilot Frank, fires a flare into the sky, leading Jack's group to him. Frank tells Jack's group that he managed to land the helicopter intact. After finding out that Juliet Burke (Elizabeth Mitchell) is one of the Others, Miles demands to know where Ben (Michael Emerson) is, as locating him is the freighter crew's primary objective. In Locke's group, several people become discontent with Locke's revelation that he is following the instructions of Walt Lloyd (Malcolm David Kelley), who had left the island a month earlier, and they also question why Ben is being kept alive. Locke holds him at gunpoint, and Ben starts to reveal information about the Kahana crew, specifically Charlotte's identity and that he has a spy aboard the ship. ## Production While casting the "freighter folk" – the nickname that Lost's executive producers/writers/show runners Damon Lindelof and Carlton Cuse use to refer to Daniel, Charlotte, Miles and Frank – fake names, occupations and scenes were temporarily assigned, to limit the leak of spoilers. After seeing Ken Leung guest star on HBO's The Sopranos in April 2007, Lindelof and Cuse wrote the role of Miles specifically for him, although it was initially reported that Leung would be playing the part of "brilliant mathematician" "Russell". The name Miles Straume was simply chosen because the writer-producers thought that "it would be cool if his name sounded like 'maelstrom'". Had he not taken the part, Lindelof and Cuse claim that Miles would have been scrapped and a new and very different character would have been written into the story instead. Leung, who was originally contracted as a recurring guest star, was quoted as saying that "Miles doesn't know how to be social, which is great, because I don't know how to be social." Costume designer Roland Sanchez wanted to base one of the freighter folk's clothing after that of Keith Richards, specifically a picture in which he wore a sleeveless vest, which he admired. Sanchez believed that Miles fitted the haggard look and bought an Armani Exchange jacket, cut off the sleeves and added a hood, and that this outfit helped Leung to develop Miles. Co-executive producer/writer Edward Kitsis had been pitching the name "Lapidus" for years, finally naming an unseen character in the fourteenth episode of the third season Rick Lapidus. Unsatisfied, Kitsis developed the character "Frank Lapidus, Helicopter Pilot". According to the show runners, recurring guest star Jeff Fahey "was the first and only choice for the role". They also commended his "intense eyes" and stated that "he has exactly the right sensibilities" for the part. Frank was not envisioned with a beard, however, the writer-producers allowed Fahey to keep it for the role. The writer-producers have said that Frank "never takes anything at face value [and is] a true conspiracy nut [who] has probably seen every episode of The X-Files, [which will] pay off for him". Rebecca Mader's audition scene was a fake flashback and she was disappointed that it was not used for the show. The character's name was spoiled months in advance of broadcast. Charlotte was originally envisioned as an American; however, the writers preferred Mader's natural English accent to her fake American accent and they changed Charlotte accordingly. Lost's writer-producers compared Mader to "a young Nicole Kidman". During the casting process, Charlotte was described as a "successful academic". It was falsely rumored that Kristen Bell was offered the role of Charlotte; Bell had actually spoken to the producers about having a part; however, no role was offered to her. Despite never having seen Lost, Mader decided that she "was not going to leave [the auditioning] room until [she] made [Lindelof and Cuse] fall in love with [her]". Mader subsequently began to watch the first three seasons of Lost and was watching the fourth episode when she received the news that she had been chosen for the role. In the next two to three weeks, Mader – who was then signed on as a recurring guest star – watched the rest of the first three seasons, watching the third-season finale a matter of hours before she began shooting her first "Confirmed Dead" scene, in which Charlotte meets Locke and his group. Mader was told little about her character by the writer-producers, except that "she was sort of like a female Indiana Jones type". Mader has found it challenging but fun to play a character with an unknown backstory and motives. Charlotte's full name is Charlotte Staples Lewis, which is an homage to the author C.S. Lewis, best known for The Chronicles of Narnia and various books about Christianity. Lewis was one of Mader's favorite authors as a child and found it "wicked" and "cool" for her character to be named after him. Mader also enjoyed that she only requires a small amount of hair and makeup done, saying that "I just wanted to rough it. I wanted to roll around in the mud with a gun." Mader claims that she has "never had so much fun in [her] life" as when she is shooting Lost. In the episode, Charlotte's birthday is said to be July 2, 1979. This led to a minor continuity error in the fifth-season episode "LaFleur", when Charlotte is depicted as being a little girl in 1974. Executive producers Cuse and Lindelof claimed in a podcast that the original script for "Confirmed Dead" listed Charlotte's birthday as being in 1970 and that Mader had it changed because she did not want people to think she was significantly older than she actually is. This caused a controversy when Mader later stated on her blog that Gregg Nations, the script coordinator, was the one who suggested the change. Cuse and Lindelof later conceded that she was right. Most or all of the episode was shot from September 11 to 23, 2007 and filming overlapped with the following episode. The Tunisian desert scene was filmed on location in Oahu, Hawaii, like the rest of the episode, at a stone quarry with industrial fans blowing fake sand. A typical Lost episode contains fifty visual effects shots. Among scenes created entirely or partially with effects are the opening scene of "Confirmed Dead", which shows what appears to be the wreckage of 815 underwater and the scene from Daniel's perspective as he parachutes from the helicopter to the ground. In Frank's flashback, he drops a toy plane, which spirals into a small aquarium. This shot was not intended to use effects; however, "it's impossible to get a toy plane to spiral the way you want it to", according to supervisor Mitch Suskin. A tank with still water and rocks on the bottom was filmed and the plane was added in editing. Suskin said that creating effects for "Confirmed Dead" "was slightly too leisurely" because the episode aired over four months after post-production began. In fall 2007, Lost's writers presented ABC executives with the story that a salvage vessel called the Christiane I looking for the Black Rock, among other things, in the Sunda Trench would come across what would appear to be the wreckage of 815. ABC hired the Australian company Hoodlum to design a \$3 million viral marketing alternate reality game (ARG) titled Find 815. Find 815 ran from December 28, 2007, to January 31, 2008, beginning with a press release issued from ABC Medianet announcing the fictitious return of the fictional Oceanic Airlines' return to business. The ARG – apparently the largest ever – followed Sam Thomas, an Oceanic technician who had lost his girlfriend in the crash, as he received cryptic e-mails from The Maxwell Group (a division of Widmore Industries, but nonexistent in Lost), joined the crew of the Christiane I and ultimately uncovered 815. Because Find 815 was produced separately from the show and without the show's writers, it contradicts events in the TV series. In "Confirmed Dead", 815 is found by a man not present in the game named Ron; Thomas is not mentioned. Lindelof and Cuse dismissed the game as not being canon (not containing genuine information within the fictional universe) and was largely just a bonus for fans during the between-seasons hiatus. ## Reception "Confirmed Dead" was watched by 15.292 million American viewers live or recorded and watched within six hours of broadcast, ranking Lost seventh in the weekly chart. It was watched by a total of 16.963 million viewers, including those who watched within seven days of broadcast; this number went toward the year-end season average. The episode received a 6.5/16 in the key adults 18–49 demographic. In Canada, it ranked sixth for the week with 1.702 million viewers. In the United Kingdom, Lost was watched by 1.2 million viewers – a larger audience than that of the season premiere. In Australia, "Confirmed Dead" brought in 853,000 viewers, ranking seventy-first for the week. American critics were sent screener DVDs of "The Beginning of the End" and "Confirmed Dead" on January 28, 2008, with instructions not to reveal major plot points in reviews. Among the journalists who gave vague and positive reviews were Mary McNamara of the Los Angeles Times, Adam Buckman of the New York Post, Maureen Ryan of the Chicago Tribune, Diane Werts of Newsday and Tim Goodman of the San Francisco Chronicle. According to Oscar Dahl of BuddyTV, "Confirmed Dead" "was met with almost universal love from the Lost fan base" and according to Jon Lachonis of UGO, the new characters were well received by the fan scene. Alan Sepinwall of The Star-Ledger wrote that "after an underwhelming pre-credits sequence ... this sucker moved, and lots of things happened. We met our four new regulars, squeezed in useful flashbacks about [them] and even found out the real reason they're on the island ... The flipside of all this business is that 'Confirmed Dead' didn't have the same emotional resonance as '[The] Beginning of the End' ... but you clearly can't have everything in every episode." Time's James Poniewozik said that "What amazed [him] about this episode was the economy and precision with which it introduced ... the crew of the downed chopper from [the freighter]. Each got just one flashback and a little time on the island, and yet by the end of the episode, I felt I had a true handle on what they were like as individuals." Jeff Jensen of Entertainment Weekly thought that "Confirmed Dead" "was downright alive with fascinating new characters, mind-blowing new possibilities, and exciting new theory fodder"; however, he had heard complaints from others who received the preview screeners that they found the episode to be flawed. They considered the scene where 815 is found to be cheating the flashback formula because Daniel only experiences it by watching it on television, Frank's safe landing of the helicopter to be a mystery, Naomi's flashback to be cheating Lost rules because she is dead and Ben's manipulation of Locke to be an overused storyline. E!'s Kristin Dos Santos exclaimed "hot damn!" in response to the scene where 815 is found in the Sunda Trench. She also thought that "Juliet and Kate giggling at Jack's 'wink thing' was hilarious" and it was "awesome to see [the pilot] again". Nikki Stafford of Wizard highlighted "watching Dan's landing from his point of view. You can feel his panic as he's free-falling through the air, looks up at his parachute, looks down to see himself about to hit the trees ... it was amazing." IGN's Chris Carabott gave "Confirmed Dead" an 8/10, writing that it "isn't a disappointing episode by any means but it definitely suffers from being a 'setup' episode for these four new characters" and praising the new actors by writing that "Leung does an adequate job of getting Miles' arrogant brand of confidence across while Davies presents Faraday's awkward mannerisms well. Fahey's Lapidus has exceptional screen presence that even overshadows the regular cast members to an extent." Erin Martell of AOL's TV Squad said that "Watching 'Confirmed Dead' was like watching my dream episode of Lost [because] people asked direct questions for once ... [and] this episode was all about the Freighties." A day after the original broadcast, BuddyTV's Dahl claimed that "[the audience is] on an epic journey, one that has been as entertaining and engrossing as any TV series has ever been". In contrast, TV Guide's Michael Ausiello of said that it "was thirty-one flavors of awesome ... [however] the negatives outweighed the positives". He had problems with Claire's lack of grief for Charlie Pace's (Dominic Monaghan) death and Jack waiting so long to find out the freighter folk's main objective. Ben Rawson-Jones of Digital Spy gave "Confirmed Dead" three out of five stars, calling it "so-so", but commenting that "the new revelations in the episode are fairly startling and provide a momentary distraction from the frustrations."
10,044,841
Battle of Labuan
1,172,185,348
1945 engagement in Borneo
[ "1945 in the British Empire", "Battles of World War II involving Australia", "Battles of World War II involving Japan", "Battles of World War II involving the United States", "Borneo campaign", "British North Borneo", "Conflicts in 1945", "June 1945 events in Asia", "Labuan", "Military history of Malaya during World War II", "South West Pacific theatre of World War II" ]
The Battle of Labuan was an engagement fought between Allied and Imperial Japanese forces on the island of Labuan off Borneo during June 1945. It formed part of the Australian invasion of North Borneo, and was initiated by the Allied forces as part of a plan to capture the Brunei Bay area and develop it into a base to support future offensives. Following several weeks of air attacks and a short naval bombardment, soldiers of the Australian 24th Brigade were landed on Labuan from American and Australian ships on 10 June. The Australians quickly captured the island's harbour and main airfield. The greatly outnumbered Japanese garrison was mainly concentrated in a fortified position in the interior of Labuan, and offered little resistance to the landing. The initial Australian attempts to penetrate the Japanese position in the days after the invasion were not successful, and the area was subjected to a heavy bombardment. A Japanese raiding force also attempted to attack Allied positions on 21 June, but was defeated. Later that day, Australian forces assaulted the Japanese position. In the following days, Australian patrols killed or captured the remaining Japanese troops on the island. A total of 389 Japanese personnel were killed on Labuan and 11 were captured. Australian casualties included 34 killed. After securing the island, the Allied forces developed Labuan into a significant base. The 24th Brigade left from the island to capture the eastern shore of Brunei Bay in late June, and the island's airfield was repaired and expanded to host Royal Australian Air Force units. While occupying Labuan, the Allies had to reconstruct the island's infrastructure and provide assistance to thousands of civilians who had been rendered homeless by the pre-invasion bombardment. Following the war, a major Commonwealth War Graves Commission cemetery was established on Labuan. ## Background Labuan is a small island in the mouth of Brunei Bay with an area of 35 square miles (91 km<sup>2</sup>). Before the Pacific War, it formed part of the British-administered Straits Settlements and had a population of 8,960. The island had a town, Victoria, on its south coast which fronted onto Victoria Harbour, with a population of 8,500 and limited port facilities. Aside from a 1,500-yard (1,400 m) beach just to the east of Victoria, the coast was ringed by coral. On 3 January 1942, Japanese forces captured Labuan unopposed during the Battle of Borneo. The Japanese developed two airfields (Labuan and Timbalai) on the island, which were built by labourers who had been conscripted from the Lawas and Terusan regions of mainland Borneo. The island population was also subjected to harsh occupation policies. After Japanese forces suppressed a revolt at the town of Jesselton in late 1943, which was led by Chinese-ethnic civilians, 131 of the rebels were held on Labuan. Only nine rebels survived to be liberated by Australian forces in 1944. Until mid-1944, few Japanese combat units were stationed in Borneo. In March 1945 the Australian Army's I Corps, whose main combat elements were the veteran 7th and 9th Divisions, was assigned responsibility for liberating Borneo. Planning for the offensive was undertaken over the following weeks. While invading the Brunei Bay area did not form part of the initial iteration of the plans, it was added in early April after a proposed landing on Java was cancelled. The main purpose of attacking Brunei Bay was to secure it as a base for the British Pacific Fleet (BPF), and gain control of oil fields and rubber plantations in the area. Labuan was to be developed as an airbase and form part of a string of strategic positions which would allow the Allies to control the seas off the Japanese-occupied coast between Singapore and Shanghai. While the liberation of the Brunei area had been authorised by the United States Joint Chiefs of Staff, it was not supported by the British Chiefs of Staff Committee. The British leadership did not want the BPF to be diverted from the main theatre of operations off Japan and preferred to establish a base for the fleet in the Philippines. In response to a suggestion from the Joint Chiefs of Staff that Brunei Bay could support future operations in south-east Asia, the Chiefs of Staff Committee judged that it would take too long to establish facilities there, especially as Singapore might have been recaptured by the time they were complete. ## Preparations ### Allied planning The plans for the invasion of Borneo evolved considerably during April. Initially, the offensive was to commence on 23 April with the landing of a brigade from the 6th Division on the island of Tarakan, off the east coast of Borneo. The 9th Division would then assault Balikpapan followed by Banjarmasin in south-east Borneo. These positions would be used to support the invasion of Java by the remainder of I Corps. After the attack on Java was cancelled, it was decided to employ two brigades of the 7th Division at Brunei Bay, and I Corps conducted further preparations on this basis. However, on 17 April General Douglas MacArthur's General Headquarters (to which I Corps reported) swapped the roles of the 7th and 9th Divisions. Accordingly, the final plan for the attack against Borneo specified that one of the 9th Division's brigades would land on Tarakan island on 29 April (later postponed to 1 May), with the remainder of the division to invade the Brunei Bay area on 23 May. The 7th Division was scheduled to assault Balikpapan on 1 July. The Borneo campaign was designated the "Oboe" phase of the Allied offensive through the southern Philippines towards the Netherlands East Indies, and the landings at Tarakan, Brunei Bay and Balikpapan were designated Operations Oboe One, Six and Two respectively. The 9th Division began to move from Australia to the island of Morotai in the Netherlands East Indies, where the Borneo campaign would be staged, in March 1945. The division had seen extensive combat in North Africa and New Guinea, and its officers and enlisted men were well trained for amphibious operations and jungle warfare. However, the 9th Division had been out of action since early 1944, leading to poor morale among its combat units. A large number of support, logistics and Royal Australian Air Force (RAAF) units were assigned to the division for the operations at Brunei Bay, taking its strength to over 29,000 personnel (including 1,097 in United States and British units). Final preparations for the landings in the Brunei Bay area took place in May 1945. After shortages of shipping delayed I Corps' movement from Australia to Morotai, General Headquarters agreed on 8 May to reschedule the operation from 23 May to 10 June. The 9th Division's staff completed their plans for operations in the Brunei Bay area on 16 May. The 24th Brigade Group was assigned responsibility for capturing Labuan, and the 20th Brigade Group was tasked with securing Brunei and Muara Island. Both brigades were to land simultaneously on the morning of 10 June. The invasion of the Brunei Bay region was to be preceded by attacks on Japanese bases and transport infrastructure across western and northern Borneo by United States and Australian air units, as well as three days of minesweeping operations in the bay itself. The 24th Brigade Group was commanded by Brigadier Selwyn Porter. His main combat units for operations on Labuan were the 2/28th and 2/43rd Battalions, the 2/11th Commando Squadron and the 2/12th Field Regiment. In addition, a squadron from the 2/9th Armoured Regiment (equipped with Matilda II tanks), a company of the 2/2nd Machine Gun Battalion and a range of engineer, signals and logistics units formed part of the brigade group. A party of 13 officers from the British Borneo Civil Affairs Unit (BBCAU) was also attached to the 24th Brigade and were tasked with restoring the colonial government on the island and distributing supplies to its civilian population. The 24th Brigade's third infantry battalion, the 2/32nd Battalion, was assigned to the 9th Division's reserve force. Porter and the 2/28th Battalion's commander, Lieutenant Colonel Hugh Norman, had a difficult relationship which generated ill-feeling between the two men and their respective headquarters. Porter considered relieving Norman of command before the landing on Labuan in the belief that he was exhausted and not capable of effectively leading his battalion, but decided against doing so after Norman made an emotional appeal to remain in his position. The plans for the capture of Labuan specified that the 24th Brigade Group's two infantry battalions were to land simultaneously on the beach near Victoria (designated Brown Beach) at 9:15 am, with the 2/28th Battalion coming ashore on the western side of the beach and the 2/43rd to the east. The 2/11th Commando Squadron was to be initially held in reserve on board the invasion fleet. The brigade group's objectives were to secure a beachhead, capture the main airfield (located north of Victoria and designated "No. 1 Strip" by the Australians), destroy the Japanese garrison, and prepare for further operations on the eastern shore of Brunei Bay. Priority was given to rapidly opening the port and airfield so that they could be used to support other operations. Porter expected that fighting for the main objectives would begin soon after the landing, and decided to begin landing his artillery and heavy mortars with the assault waves of infantrymen, just before the tanks came ashore. The 2/28th Battalion was initially assigned responsibility for securing Victoria and Flagstaff Hill to its north, while the 2/43rd Battalion was tasked with capturing the airfield. Once these areas were in Australian hands, the 2/28th Battalion would secure the western part of the island while the 2/11th Commando Squadron captured the western shore of Victoria Harbour. Due to the Australian Army's manpower shortages, all elements of the 9th Division were under orders to minimise their casualties during the Borneo Campaign and unit commanders would rely heavily upon the available air and artillery support during operations. The Australians estimated that the Japanese garrison on Labuan comprised 650 personnel, made up of 400 airfield troops, 100 naval troops and 150 other lines-of-communications personnel. ### Japanese preparations As the Allies advanced towards Borneo, additional units were dispatched from Japan during the second half of 1944 and the 37th Army was established in September to coordinate the island's defence. In December 1944, Japanese staff officers deduced that it was likely that Australian troops would be landed at strategic points on the east and west coasts of Borneo in about March the next year (by which time they also expected United States forces to have liberated the Philippines). Accordingly, several Japanese units stationed in north-east Borneo were ordered to march to the western side of Borneo. This movement proceeded slowly, owing to the distances involved and disruptions caused by Allied air attacks. By June 1945 around 550 Japanese military personnel were stationed on Labuan. The main unit on the island was the 371st Independent Infantry Battalion (almost in its entirety, save for one company located elsewhere) with a strength of around 350. This battalion formed part of the 56th Independent Mixed Brigade, which had arrived at Tawao in north-east Borneo from Japan in July 1944 with six infantry battalions. During early 1945 the brigade headquarters, 371st Independent Infantry Battalion and three other battalions marched across the island to assume responsibility for defending the Brunei Bay area. Many of the 56th Independent Mixed Brigade's soldiers fell sick during the march, and all four combat battalions were considerably below their authorised strength by the time they arrived at Brunei Bay. In June 1945 the 371st Independent Infantry Battalion was commanded by Captain Shichiro Okuyama. A detachment of about 50 men from the 111th Airfield Battalion was also on Labuan, along with around 150 men assigned to other small units. In line with Japanese doctrine, the Labuan garrison did not make preparations to contest the Allied landing force as it came ashore. Instead, it constructed defensive positions inland from the island's beaches. Documents captured by Australian soldiers during the fighting on Labuan indicated that Okuyama had instructions to attempt to withdraw his force from the island if the battle went against him. ## Battle ### Pre-invasion operations Australian and United States air units began their pre-invasion attacks on north Borneo in late May. The first attack on the Brunei Bay area took place on 3 May, and included a raid targeting the town of Victoria on Labuan. A large number of further attacks were conducted to suppress Japanese airfields and other facilities throughout north-western and north-eastern Borneo. The plans for the invasion of Brunei Bay had specified that the landings would be supported by aircraft based at Tarakan, but delays in rebuilding the airfield there rendered this impossible and reduced the scale of the pre-invasion bombardment. United States Navy minesweepers commenced operations in Brunei Bay on 7 June, and a flotilla of four cruisers and seven destroyers (including an Australian light cruiser and destroyer) served as a covering force. The minesweeping operation was successful, though USS Salute struck a mine on 8 June and sank with the loss of four lives. Underwater demolition teams investigated all of the landing beaches on 9 June searching for obstacles which could impede the landing craft. The teams assigned to clear obstacles off Labuan were endangered by an unauthorised attack on the island conducted by a force of American B-24 Liberator heavy bombers. Following the landings on 10 June, American Thirteenth Air Force aircraft flying from a base on Palawan Island in the Philippines provided close air support for the forces on Labuan until RAAF units based on the island were ready to take over. The Australian Services Reconnaissance Department (SRD) also collected intelligence on Labuan and other parts of the Brunei Bay area during May. On the first of the month several RAAF PBY Catalina aircraft carrying SRD personnel overflew Labuan. These aircraft later landed near two native prahu and questioned their crews; two sailors were flown back to an Allied base for further questioning. On 15 May two Malays working for the SRD were landed in Brunei Bay by a Catalina, and sailed to Labuan on board a prahu. These agents recruited a local civilian from Labuan, and the party was extracted by a Catalina near the mainland village of Kampong Mengalong on 19 May. The intelligence gained from these operations provided the Australians with a good understanding of Labuan's geography and infrastructure. In addition, civilians who had been recruited by the SRD's SEMUT 2 team (which had been parachuted into Borneo during April) provided intelligence on the size and movements of Labuan's garrison force. During the last days of May the 9th Division embarked at Morotai onto the ships which would transport it to Brunei Bay, and undertook rehearsals for the landing. Due to a shortage of shipping, the available vessels were heavily loaded and many soldiers were forced to endure cramped and hot conditions during the ten days before the landing. Australian official historian Gavin Long later wrote that for many troops these conditions "were as uncomfortable as any of the experiences that followed" during the campaign. The 24th Brigade Group was carried by a variety of landing ships: the two large Australian LSIs and , as well the attack cargo ship USS Titania, LSD USS Carter Hall, ten LSTs, five LCIs and seven LSMs from the United States Navy. A total of 38 small LCVPs and 26 LCMs were also assigned to land the brigade once it arrived off Labuan. Due to the coral reefs surrounding the island, the assault waves landed in LVTs of the US Army's 727th Amphibious Tractor Battalion. The convoy carrying the 9th Division left Morotai on 4 June and arrived in Brunei Bay before dawn on 10 June. The main body of the convoy anchored off Labuan, and the remainder proceeded to the Brunei area. A Japanese aircraft dropped a bomb near two of the transport ships off Labuan at 6:51 am, but caused no damage. ### Landing The landing of the assault troops at Labuan went well. The Allied fleet began bombarding the landing area from 8:15 am, and seven Australian B-24 Liberators dropped anti-personnel bombs in the area behind the intended beachhead. No Japanese forces opposed the two battalions' assault forces as they came ashore in LVTs, and the landing of later waves of infantry and tanks went smoothly. The 2/43rd Battalion rapidly advanced north and captured No. 1 Strip in the evening of 10 June. Some Japanese soldiers attempted to defend the airfield area, and the 2/43rd Battalion claimed to have killed 23 Japanese for the loss of four Australians wounded. A company from the 2/28th Battalion captured Victoria shortly after coming ashore, and the battalion first met opposition at Flagstaff Hill at 10:45 am. One of the battalion's companies subsequently captured the hill, while its other companies continued to advance. The 2/28th Battalion encountered increasing opposition as the day progressed, particularly to the west of its area of responsibility. During the afternoon of 10 June the battalion engaged Japanese troops in the area west of Flagstaff Hill (at the junction of Callaghan and MacArthur Roads), with the infantrymen being supported by tanks and mortars; the Australians counted 18 Japanese dead by the end of the day, and suffered several fatalities and men wounded in this fighting. After civilians reported that no Japanese were stationed on the Hamilton peninsula which formed the western side of Victoria Harbour, a troop from the 2/11th Commando Squadron was landed in the area during 10 June and secured it without opposition. During the afternoon of 10 June a group of senior officers, including General Douglas MacArthur, his air commander General George Kenney, and Australians Lieutenant General Leslie Morshead and Air Vice Marshal William Bostock (head of RAAF Command), made an inspection tour of the Labuan beachhead. MacArthur insisted on seeing Australian soldiers in action, and the party visited a group of infantrymen from the 2/43rd Battalion before departing. The Australians had just killed two Japanese soldiers and fighting was still taking place in the area when MacArthur and the other senior officers arrived. The process of unloading supplies from the invasion fleet during 10 June proceeded quickly, and the ships began to depart for Morotai during the afternoon of 11 June. The 24th Brigade's goal for 11 June was to secure the airfield area. The 2/43rd Battalion patrolled to the north and west of the airfield during the day, meeting only light opposition. In contrast, the 2/28th Battalion (which was tasked with advancing into Labuan's interior) encountered entrenched Japanese forces, and it became clear that it was facing the main body of the island's garrison. Norman manoeuvred his companies to push the Japanese back, but the rate of advance was slow. The airfield engineers of No. 62 Wing RAAF were also landed during 11 June to begin work on returning No. 1 Strip to service; reconstruction of the airfield began the next day. On the basis of the fighting on 11 June, Porter judged that the Japanese were withdrawing into a stronghold position located to the north of Victoria and about 1 kilometre (0.62 mi) to the west of the airfield. On 12 June he directed the two battalions to patrol around the stronghold area. The 2/43rd Battalion patrolled the interior of Labuan to the west of No. 1 Strip, but located only a single Japanese position. This position was attacked and destroyed that day by the 2/43rd Battalion's C Company supported by three tanks. The 2/28th Battalion sent patrols towards the stronghold area, with a company supported by a tank troop meeting heavy resistance as it pushed westwards along a track towards MacArthur Road. The 2/11th Commando Squadron also advanced north, and linked up with elements of the 2/43rd Battalion near the centre of Labuan during the late afternoon. The 371st Independent Infantry Battalion's main radio was destroyed during an air attack on 12 June, cutting the unit off from the 37th Army's headquarters. As a result of the patrolling, by the end of 12 June the location of the Japanese position was fairly well known to the Australian force. The 24th Brigade's casualties to this point in the battle were 18 killed and 42 wounded, and the Australians believed that at least 110 Japanese had been killed. The 2/32nd Battalion was also landed on Labuan during 12 June, but remained in divisional reserve. On 13 and 14 June the 24th Brigade Group continued operations aimed at forcing the Japanese garrison into the stronghold—dubbed "the Pocket" by the Australians. The 2/43rd Battalion secured the emergency airstrip at Timbalai on Labuan's west coast on 13 June, and elements of the 2/28th Battalion continued to push west into the Pocket along MacArthur Road. A company from the 2/28th Battalion made another attack into the Pocket the next day after the 2/12th Field Regiment had fired 250 rounds into the area, but was forced to withdraw after being unable to overcome heavy resistance. By the conclusion of 14 June the Australians judged that, aside from the Pocket, the island was now secure. Porter assessed that an attack on this position would need to be made in strength using well-coordinated forces. This task was largely assigned to the 2/28th Battalion, with the 2/43rd being used to patrol the island. Following the landing the BBCAU detachment and 24th Brigade were faced with a significant humanitarian challenge. The Allied air and naval attacks had destroyed almost all of the buildings on Labuan, rendering large numbers of civilians homeless. Within days of the invasion, about 3,000 civilians were housed in a compound within the beachhead. The BBCAU party were unable to assist so many civilians, and the 24th Brigade needed to assign soldiers to support them and transport supplies. Local civilians who had worked for the pre-war British colonial government joined the new administration. ### Destruction of the Japanese garrison The Japanese stronghold position was about 1,200 yards (1,100 m) long from north to south, and 600 yards (550 m) wide. The terrain within this area comprised a series of small jungle-covered ridges, and the position was bordered on the western and southern sides by swamps. The main terrain features within the Pocket were three areas of high ground named Lushington Ridge, Norman Ridge and Lyon Ridge by the Australians. There were only two feasible routes into the area. The first was a track which led south into the position along Lyon Ridge and Norman Ridge; this was passable by tanks but heavily mined. The other route was a track which ran into the eastern side of the Pocket from MacArthur Road along Lushington Ridge and joined the other track at Norman Ridge. It is likely that around 250 Japanese personnel were initially stationed within the Pocket. In order to minimise the casualties to his brigade, Porter decided to isolate the Pocket with two infantry companies while a heavy artillery barrage was fired into the area over several days. An attempt to capture the Pocket would only be made once it was judged that the Japanese were no longer capable of resisting effectively. As part of this plan, the 2/12th Field Regiment eventually fired 140 tons of shells into the Pocket between 15 and 20 June. The 2/28th Battalion probed into the Pocket on 16 June. The previous day a 2/11th Commando Squadron patrol had reported that the track along Lyon Ridge would be passable by tanks if a bomb crater was filled, and on the morning of the 16th A Company from the 2/28th Battalion accompanied by a troop of three tanks and a bulldozer began to move south along it. After the bulldozer filled the crater, the force continued along Lyon Ridge but became pinned down by heavy fire from Japanese troops on Eastman Spur to the south-east of the ridge. One of the Australian tanks was damaged. A subsequent attempt by a section from the 2/11th Commando Squadron to advance towards Eastman Spur to the east of A Company was also beaten back, with two Australians killed and another wounded. A Company resumed its advance during the afternoon, supported by a new troop of tanks. The three tanks moved ahead of the infantry, and killed eight or ten Japanese personnel, but one was damaged by a bomb and another became bogged. By the end of the day, A Company had suffered five men killed and 23 wounded. Overall, 150 patients were admitted by the 24th Brigade's attached medical units during 16 June, which stretched their capacity. Due to the losses his brigade suffered on 16 June, Porter decided to continue the bombardment before undertaking further attacks. On 18 and 19 June the bombardment of the Pocket was intensified when the heavy cruiser HMAS Shropshire fired into the area. Infantrymen supported by tanks conducted another probe into the Pocket on 19 June, and killed 10 Japanese; three Australians were wounded. On 20 June the 2/12th Field Regiment fired a particularly heavy bombardment and six Allied bombers attacked the Pocket. Porter judged that this would be sufficient to suppress the Japanese defenders, and ordered that the Pocket be attacked by two companies from the 2/28th Battalion supported by tanks (including "Frog" flamethrower variants of the Matilda II) the next day. In the early hours of 21 June a force of about 50 Japanese troops slipped out of the Pocket and attempted to attack Australian positions on Labuan. Different groups of Japanese troops attacked a prisoner of war enclosure, dock facilities and No. 1 Strip, but all were defeated by Australian and American logistics personnel and engineers. A total of 32 Japanese personnel were killed around Victoria, and another 11 were killed at the airfield. Three Americans and two Australians were killed in these engagements. The Japanese attack did not delay the Australian assault on the Pocket. At 10 am on 21 June, C Company of the 2/28th Battalion began to advance to the west along Lushington Ridge, and D Company moved south from Eastman Spur. D Company was supported by a troop of three conventional Matilda tanks and two Frog flamethrowers. C Company advanced about half of the way into the Pocket before being halted by Norman who was concerned that they might be accidentally attacked by D Company, which was also making good progress. The force built around D Company subsequently completed the occupation of the Pocket, with the flamethrower tanks playing a key role. The Japanese soldiers who had survived the artillery bombardment offered little resistance to the Australian forces. The 24th Brigade assessed that 60 Japanese personnel were killed in the final assault on the Pocket, with 117 being killed by the artillery bombardment which had preceded it. From 21 June, the 2/12th Commando Squadron conducted patrols of the outlying areas of Labuan to clear them of any Japanese forces; up to this point the squadron had formed part of the 9th Division's reserve. Each troop of the squadron was assigned a different sector of Labuan, and by mid-July had completed its task. During these patrols the squadron killed 27 Japanese soldiers, mainly as part of repelling a raid on the BBCAU compound on 24 June, and captured a single prisoner. A British soldier, three local police and two civilians were killed in the raid on the BBCAU compound. The 2/12th Commando Squadron was subsequently directed to undertake topographic work in order to improve the quality of maps of the island. The 24th Brigade's total combat casualties in its operations on Labuan were 34 killed and 93 wounded. The Australian soldiers counted 389 Japanese dead and took 11 prisoners. ## Aftermath The process of bringing No. 1 Strip back into service went well. Nos 4 and 5 Airfield Construction Squadrons were assigned the task. A 4,000-by-100-foot (1,220 by 30 m) unsurfaced temporary runway was constructed at a 5° angle to the existing strip. The first RAAF aircraft, two P-40 Kittyhawks from No. 76 Squadron, landed on the strip on 17 June, and commenced operations from this base the next day. No. 457 Squadron, which was equipped with Spitfires, arrived on 18 June though two of its aircraft crashed on the still-unfinished runway and had to be written off. The units based at the airfield took over responsibility for providing air support for the Army units on Labuan that day, and flew their first close air support sorties over the island on 19 June. No. 86 Wing's two flying squadrons—No. 1 and No. 93—also arrived on Labuan in late July, but conducted few operations from this base before the end of the war. The wing had originally been scheduled to move to Labuan in late June, but it took longer than expected to extend No. 1 Strip's runway to the length needed by No. 1 Squadron's Mosquito light bombers. To reconstruct No. 1's existing runway as an all-weather strip, the bomb craters had to have the water pumped out of them and then be filled in. Sandstone from a quarry on northern Labuan was placed over the clay and sand subbase, and the runway was topped with crushed coral from the west coast of the island, and sealed with bitumen. The 5,000-foot (1,500 m) runway had 70 hardstandings for aircraft. With 70 also on the dry weather strip, the air base could accommodate 140 aircraft. The 9th Division's engineers also undertook a wide range of construction projects on Labuan. These included building 356,000 square feet (33,100 m<sup>2</sup>) of storage, new port facilities, bridges and oil tanks as well as surfacing 29 miles (47 km) of roads. A wharf for Liberty ships was begun on 18 June, allowing the first ship to berth on 10 July. A fuel jetty was in operation by 20 June, and a fuel tank farm with seven 2,300-US-barrel (270,000 L; 72,000 US gal; 60,000 imp gal) tanks was completed on 12 July, as was a 600-bed hospital. Work then began on a 1,200-bed general hospital. The 2/4th and 2/6th Australian General Hospitals were transferred from Morotai to Labuan during July, though the later unit's hospital facilities were not completed until 17 September. Once Labuan was secured, the 24th Brigade was ordered to capture the eastern shore of Brunei Bay. On 16 June, the 2/32nd Battalion was transported from Labuan to Padas Bay. The battalion captured the town of Weston the next day. The remainder of the 24th Brigade was transported across the bay during the last weeks of June, and the force advanced inland to capture the town of Beaufort which was defended by between 800 and 1,000 Japanese personnel. Following some heavy fighting, the town was secured on 28 June. The brigade then advanced further inland to Papar in early July. Later that month the 9th Division's commander, Major General George Wootten, relieved Norman from command over an incident in which he had lost control of the 2/28th Battalion during the fighting on Labuan. Following the announcement of the surrender of Japan on 15 August 1945 and the formal ceremony held in Tokyo Bay on 2 September, the commander of the 37th Army, Major General Masao Baba, surrendered to Wootten on 10 September at a ceremony conducted at the 9th Division's headquarters on Labuan. After the war, Labuan was one of several locations at which the Australian military conducted trials to prosecute suspected Japanese war criminals. A total of 16 trials were held on the island between 3 December 1945 and 31 January 1946, during which 128 men were convicted and 17 acquitted. Labuan War Cemetery was also established as the burial place for all of the Commonwealth personnel killed on or near Borneo. It includes 3,900 graves, most of which are for prisoners of war who died while being held by the Japanese. Memorials have also been erected on Labuan to mark its wartime history. These include the Australian Battle Exploit Memorial at Brown Beach, a plaque marking the location of the 37th Army's surrender ceremony and a Japanese peace park.
23,847,958
Village Green (song)
1,161,707,750
1968 song by the Kinks
[ "1968 songs", "Song recordings produced by Ray Davies", "Songs about England", "Songs about nostalgia", "Songs written by Ray Davies", "The Kinks songs" ]
"Village Green" is a song by the English rock band the Kinks from their 1968 album The Kinks Are the Village Green Preservation Society. Written and sung by the band's principal songwriter, Ray Davies, the song was first recorded in November 1966 during the sessions for Something Else by the Kinks (1967) but was re-recorded in February 1967. Both the composition and instrumentation of "Village Green" evoke Baroque music, especially its prominently featured harpsichord played by session keyboardist Nicky Hopkins. Unlike most of the band's late 1960s recordings, it employs real orchestral instruments, including oboe, cello, viola and piccolo, as arranged by English composer David Whitaker. Davies composed "Village Green" in August 1966 after an experience at a pub in Devon, a rural part of England. The song laments the decline of a fictional English community's traditional village green. Retrospective commentators place the song in the tradition of English pastoral poetry, particularly its themes of rural living and a declining English culture. After the song's recording, Davies withheld it from release while deciding whether to include it on a solo album or as part of a Kinks project. It served as one of the central inspirations for The Kinks Are the Village Green Preservation Society and was the album's title track until only a few months before its release. The song was first issued in the United Kingdom on that album in November 1968, but it saw earlier release on a French EP in May 1967 as well as on a similar Spanish EP. The song was not played live until a Ray Davies solo show in 1995, though the Kinks had performed an instrumental version in 1973. ## Background and inspiration In July 1965, the Kinks were informally blacklisted from performing in the United States by the American Federation of Musicians. The circumstances that led to the ban are unclear but likely stemmed from several incidents during the band's 1965 US tour; bandleader Ray Davies later attributed it to a combination of "bad luck, bad management, [and] bad behaviour". Music critic Ian MacDonald suggests the ban left the group comparatively isolated from American influence, guiding them away from their earlier blues-based riffing towards a distinctly English songwriting style. In early 1966, Davies grew obsessed with aspects of English aristocracy and the country's dying traditions. He expressed his pride of Britain in an April 1966 interview with Melody Maker magazine, wishing its culture could remain distinct from that of America and Europe, as well as a desire to keep writing "very English songs". Davies likely composed "Village Green" around 16 August 1966, the same day the Kinks played at Torquay Town Hall in Devon, a rural part of England. He later recalled the song spawning from his disappointment after finding out the beer at a Devon pub was stored in a pressurised metal keg rather than in a traditional wooden barrel. Davies explained in a 1974 interview: "I notice the difference. Some wouldn't. But it doesn't get you in the legs anymore ..." He also observed an encroachment of Devon's country landscape by more modern buildings. Davies may have been further inspired by the small town of Oakham, where the Kinks played a benefit four days later. He was also inspired by Under Milk Wood, a radio drama about a small Welsh town completed by the poet Dylan Thomas just before his death in 1953. ## Recording The Kinks first recorded "Village Green" on 24–25 November 1966, at the beginning of the sessions for their next album, Something Else by the Kinks (1967). Recording took place in Pye Studio 2, one of two basement studios at Pye Records's London offices. The tracks for Something Else done in late 1966 went unused, and the band reconvened at Pye in early 1967 to re-record several songs. It is unclear if any parts of the released version of "Village Green" use the November 1966 recordings; author Rob Jovanovic writes that all the November 1966 recordings, including "Village Green", were "early versions" and demos. In his 1994 autobiography, Davies writes that the song was re-recorded entirely in February 1967. After acknowledging Davies's account, band biographer Andy Miller raises the possibility that the November 1966 recording served as the basic track onto which the band overdubbed additions in February 1967. The Kinks' long-time producer, Shel Talmy, produced the sessions for "Village Green", which occurred before the breakdown of his relationship with Davies in April 1967. Session keyboardist Nicky Hopkins, who had contributed to each of the Kinks' studio albums since The Kink Kontroversy in 1965, played the song's prominently featured harpsichord. "Village Green" is one of two tracks on The Kinks Are the Village Green Preservation Society to feature real strings, a rarity on the Kinks' late 1960s recordings since Pye executives generally saw the hiring of an arranger and session players as too expensive to warrant. Davies dictated his ideas for the strings to English composer David Whitaker, who arranged the orchestral accompaniment. It features oboe, cello, viola and piccolo, all played by session musicians. As was typical for Davies at that time, he remained secretive with his bandmates about the song during the rehearsal and recording process. While recording the basic track, he advised drummer Mick Avory that it was a soul song and that he should play like Al Jackson Jr., drummer of R&B singer Otis Redding. He later recalled that it was only after they overdubbed the orchestral arrangement and vocals that Avory realised "he'd been totally conned". Davies reflected that the event marked "how dysfunctional we'd become". Avory later suggested that Davies's reluctance to share lyrics and melodies with his bandmates stemmed from a paranoia that his songs would be stolen. Both Avory and bassist Pete Quaife recalled being annoyed by the method, since it prevented them from easily adding fills and embellishments that fitted the song. ## Composition ### Music "Village Green" is in the key of C minor. The song employs a fifth-cyclic sequence and a descending chromatic chorus, elements which musicologist Allan F. Moore writes evoke the music of Baroque composer George Frideric Handel. Moore thinks the relationship to Handel is further emphasised by the presence of a harpsichord, an instrument which band biographer Johnny Rogan writes helps develop the song's drama. Musicologist Matthew Prichard writes that the song's composition and instrumentation combine to make it "perhaps the nearest a pop song ever got to becoming a Baroque obbligato aria". Like many of the Kinks' songs, its chorus features wordless backing vocals, an element which cultural researcher Raphael Costambeys-Kempczynski writes evokes "carefree childhood". Academic Ken Rayes thinks the orchestral instruments are suggestive of a distant time and place, while band biographer Thomas M. Kitts writes the song's abrupt ending suggests a loss of the past. ### Lyrics The song's lyrics lament the decline of a fictional English community's traditional village green. The singer remembers the green in his memory as somewhere he misses but expects to have changed since he left it, mourning the town's invasion by American tourists and the community's cheapening atmosphere. He recalls leaving the village green to seek out fame and life in the city. He further remembers it as the place he left his romantic love, Daisy, who has since married Tom, a former grocer's boy who now runs a larger grocery. He declares that he will return to Daisy so they can reminisce over tea about the village green as it was. Rogan sees "Village Green" and the album's title track, "The Village Green Preservation Society", as the most prominent example of a device Davies uses on the album, where pairs of songs explore similar themes but use different moods and contrasting musical arrangements to do so. He writes that while "Village Green" covers similar thematic elements in its "simplistic glorification of daisies, clocks and steeples", it instead satirises the more optimistic sentiments expressed in the title track. He characterises "Village Green" as comparatively solemn, Davies singing in a defeated tone to generate a sense of pathos. Like other songs on the album, "Village Green" relates to both escapism and the supremacy of rural living. Historian Andrew Kellett describes it as one of several rock songs of the period fitting in a tradition of "British rock pastoralism", expressing a desire to escape urban and suburban life. The song suggests that this traditional way of English life has slowly died off, anticipating what Kitts terms the "bleak years of the 1970s". The community's value no longer consists in its original purpose but is instead photographed by American tourists as a symbol of a past England. Costambeys-Kempczynski sees the song as expressing the "nature of Englishness", the culture of which "[marches] backwards into the future" by always seeing change as for the worse. Miller connects the song to the tradition of English pastoral poetry, particularly in its story of a disappearing rural idyll. He describes it as typical of the genre, especially in its evocation of literal imagery like oak trees and church steeples to suggest a loss of innocence. He compares it to other examples of the genre, like William Blake's poem "The Echoing Green" from his Songs of Innocence (1789), William Wordsworth's "Michael" (1800) and Oliver Goldsmith's "The Deserted Village" (1770). He suggests the closing lyric about Daisy represents a self-delusion that the singer can return to things as they were, while author Joseph G. Marotta instead writes the idea of returning to see Daisy only remains the singer's hope or fantasy. Rayes thinks the song and its album are comparable to F. Scott Fitzgerald's 1925 novel The Great Gatsby, a relationship he suggests is hinted at in "Village Green" by the presence of the characters Tom and Daisy, who have the same names as the novel's characters Tom and Daisy Buchanan. Rayes writes that Davies's notion of "an encroaching modern English culture" parallels the novel's motifs of "mythic America and the changing American dream". ## Release After recording "Village Green", Davies withheld it from immediate release. He remained uncertain whether to include it on a solo album or Kinks project, a reluctance which may have stemmed from the song's personal content. On 6 March 1967, a press release announcing a Kinks EP for the following month included "Village Green" among its tracks, but the EP was ultimately not issued. An acetate disc from around April 1967 paired the song with "Waterloo Sunset" for a potential single, but Davies replaced "Village Green" with a different B-side before "Waterloo Sunset" was released as a single the following month. Pye first issued "Village Green" on the French EP Mister Pleasant in May 1967 and also featured it on a similar Spanish EP released before Village Green. Though "Village Green" was recorded during the sessions for Something Else by the Kinks, Davies did not release it on that album in September 1967. Additionally, when the Kinks' American recording contract required them to submit songs in June 1968 for a new album (the later-aborted Four More Respected Gentlemen), Davies did not include it among the fifteen tracks he sent to Reprise Records. Band researcher Doug Hinman writes that around the same time, in early June 1968, Davies's plans for a solo LP and the Kinks' next album had "[slowly] mutated into one" under the expected title Village Green. The song served as one of the album's central inspirations, and Village Green remained its working title until August 1968, at which time Davies composed a new title track, "The Village Green Preservation Society". Davies included "Village Green" on his original twelve-track edition of The Kinks Are the Village Green Preservation Society as the opening track of side two. In the United Kingdom, Pye initially planned for a 27 September 1968 release of the album, though Davies opted to halt its release in mid-September to expand its track listing. Pye released the fifteen-track edition of the album in the UK on 22 November 1968. "Village Green" is the second track on side two, between "Animal Farm" and "Starstruck". ## Reception and legacy In his September 1968 preview of Village Green for New Musical Express magazine, critic Keith Altham wrote that "Village Green" is "full of the sound of country fetes, maypoles and garden parties"; the song's string section is written for music enthusiasts, while its sad story is for those who prefer lyrics. The reviewer for Disc and Music Echo counted "Village Green" as one of the most memorable songs on the album. In a retrospective assessment, J. H. Tompkins of Pitchfork suggests the song displayed the increasing disconnect between the Kinks and the broader rock world, contrasting its understated style against the "bombastic, urban" sound of the Rolling Stones' "Sympathy for the Devil". In his ranking of the album's tracks, Morgan Enos of Billboard magazine placed the song fourth, describing it as the "beating heart of the album" and "a beautiful tension between the future and the past". He writes that the song's joining of romance for rural life works well with its use of classical instruments. Among band biographers, Kitts writes that it is both one the album's highlights and "one of Davies's quiet masterpieces", joining "deceptively simple lyrics and a simple inescapable melody to reveal great emotional depth". By contrast, Miller thinks the song lacks the depth of "The Village Green Preservation Society" while also featuring a cluttered arrangement. The Kinks performed an instrumental rendition of "Village Green" in concert on 14 January 1973 at Theatre Royal, Drury Lane, augmented by additional singers and a brass section. The show marked the earliest iteration of Davies's attempt at a theatrical presentation of Village Green, a project he titled Preservation. Davies first played the song live on 12 April 1995 during a solo show, and he included it in the set list of his August 1995 UK tour. Edgar Wright and Simon Pegg included the song in their 2007 film Hot Fuzz. The song plays over a scene which helps establish a superficially charming village, the residents of which murder anyone who threatens to ruin its beauty. Historian Carey Fleiner comments that the song's use in the film captures the cynicism Davies originally intended to convey.
25,088,935
Rise of Neville Chamberlain
1,172,550,592
Early life, business career, and political rise of a British politician
[ "19th century in the United Kingdom", "20th century in politics", "20th century in the United Kingdom", "Early lives of the prime ministers of the United Kingdom", "Neville Chamberlain", "Rises to prominence by individual" ]
The early life, business career and political rise of Neville Chamberlain culminated on 28 May 1937, when he was summoned to Buckingham Palace to "kiss hands" and accept the office of Prime Minister of the United Kingdom. Chamberlain had long been regarded as Prime Minister Stanley Baldwin's political heir, and when Baldwin announced his retirement, Chamberlain was seen as the only possible successor. Chamberlain was born in 1869; his father was the politician and future Cabinet minister, Joseph Chamberlain. He was educated at Rugby School and Mason College (now Birmingham University); at neither institution was he particularly successful. After a period in a firm of chartered accountants, the younger Chamberlain spent six years in the Bahamas managing a sisal plantation in a failed attempt to recoup the family fortunes. After returning to England in 1897, Chamberlain became a successful businessman in his home city of Birmingham. He was interested in social affairs, and successfully stood for Birmingham City Council in 1911. He became Lord Mayor of Birmingham in 1915. His second term was interrupted in December 1916 when Prime Minister David Lloyd George asked him to become Director of National Service. Chamberlain received little support from Lloyd George in the post, and his eight-month tenure sparked a hatred between the two which lasted Chamberlain's lifetime. In 1918, Chamberlain was elected to the House of Commons, at age 49 the oldest man to enter Parliament and later become Prime Minister. After four years on the backbenches, Chamberlain saw rapid promotion, briefly becoming Chancellor of the Exchequer after less than a year as a minister. Chamberlain subsequently spent five years as Minister of Health, securing the passage of many reforming acts. After two years in opposition, Chamberlain became part of Ramsay MacDonald's National Government, and spent five and a half years as Chancellor, directing Britain's financial policies as the nation emerged from the Depression. When Baldwin (who had replaced MacDonald as Prime Minister in 1935) retired in 1937, Chamberlain succeeded him. ## Early life Chamberlain was born in a house called Southbourne, in the Edgbaston district of Birmingham, England, as the only son of the second marriage of Joseph Chamberlain, who later became Mayor of Birmingham, and who also served as a Cabinet minister. Joseph Chamberlain had fathered two children by his first marriage, Beatrice and Austen. Joseph's first wife, Harriet, died giving birth to Austen; Neville's mother, the former Florence Kenrick, also died in childbirth in 1875, when Neville was six years old. Florence Chamberlain left three daughters, Ida, Hilda, and Ethel, in addition to Neville and her stepchildren. Joseph Chamberlain, in the midst of a highly successful parliamentary career, was often away, leaving the household in the hands of his sister. Young Neville was sent away to school at age eight. Chamberlain attended Rugby School. Unhappy during his school years, he made no lasting friendships there. Although he did reasonably well in his classes, he was not outstanding academically or athletically, and his father withdrew him from the school four months short of his eighteenth birthday. In later years, as Chamberlain rose to the heights of British politics, he seldom visited the school, did not enrol his own son, and rarely spoke of his time there. Joseph Chamberlain then sent Neville to Mason College (which later developed into the University of Birmingham), which both emphasised the politician's connection to Birmingham and catered to the interest in science which Neville had shown at Rugby. Neville Chamberlain studied metallurgy and engineering for two years, but had little interest in the subjects. In 1889 his father apprenticed him to a firm of accountants. Within six months, he became a salaried employee. ## Businessman (1890–1911) Joseph Chamberlain had difficulty living within his means, a problem exacerbated by investment losses in the late 1880s. In 1890, Sir Ambrose Shea, Governor of the Bahamas, advised him that growing sisal in the Bahamas could restore the family fortunes. Joseph Chamberlain sent his two sons to the Bahamas to investigate in November 1890, and they recommended the venture. Neville Chamberlain was assigned to manage the undertaking, and in early 1891, the 22-year-old took out a lease on 26,000 acres (110 km<sup>2</sup>) on the island of Andros. He spent most of the next six years on Andros. The soil proved to be unsuitable for growing sisal, and the venture failed. Joseph Chamberlain lost £50,000 (approximately £4.2 million today). Neville Chamberlain returned to Britain in early 1897. Neville Chamberlain resided in his father's Birmingham house, Highbury, a large part of which was shut up to save on expenses. His father and half-brother spent much of their time in London, where they were serving in the Lord Salisbury Government. Through a family connection, Neville Chamberlain was made a director of Elliot's Metal Company, which was located within a mile (1.6 km) of Highbury. Chamberlain took a hands-on approach, exploring all aspects of the business. In November 1897, he purchased (with assistance from his family) Hoskins & Company, a manufacturer of metal ship berths. Chamberlain served as managing director of Hoskins for 17 years, during which time the company prospered. Chamberlain introduced a profit-sharing scheme at Hoskins which he credited with ensuring industrial peace, and opened a medical clinic for the workers. His business acumen raised him in the eyes of his father, who told a friend that of his two sons, "Neville is really the clever one" and but for his lack of interest in politics, "I would back him to be Prime Minister". Chamberlain's business interests did not completely fill his time, and he indulged his love of natural history and other outdoor pursuits. He spent many Sundays working in the gardens and greenhouses at Highbury. He enjoyed long walks in the countryside, and developed a passion for hunting and fishing. Even as he approached the heights of his political career, he would contribute articles to journals such as The Countryman. In 1931, he stated, "I really can't consent to die until they arrange some fishing in the next world." Chamberlain travelled extensively in Europe and North Africa, made a five-month tour to India, Ceylon and Burma in 1904–05, and according to his biographer, Robert Self, was one of the more travelled Prime Ministers. Chamberlain also involved himself in civic activities in Birmingham. In 1906, Chamberlain was a founding member of the University House Committee at Birmingham University, the president of which was his aunt, Mrs Charles Beale, wife of the University's first Vice-Chancellor. He became an Official Visitor and then a director of the Birmingham General Hospital. He advocated a larger facility for the hospital, a cause in which he was eventually successful, though building did not commence until 1934 and he was still fundraising as Prime Minister. Stating that he was painfully aware of the defects of his own education, he played a part in the establishment of the University of Birmingham, of which Mason Science College became a part. Joseph Chamberlain became the University's first chancellor; Neville Chamberlain was appointed to its Council and later to its Board of Governors. Though he declared himself uninterested in politics, Chamberlain supported his father's views loyally. He made speeches in support of British policy towards the Boers and when the Boer War broke out, supported the British war effort. During the "Khaki election" of 1900 he made speeches in support of Joseph Chamberlain's Liberal Unionists, which were allied with the Conservatives and later merged with them. In 1903, Chamberlain fell in love with Rosalind Sellor, a London professional singer, and repeatedly journeyed to the capital to be with her. The following year, she decided she preferred another man, leaving Chamberlain distraught. In 1910, he fell in love with Anne Cole, a distant relative by marriage, and the following year married her. Anne Chamberlain proved to be a loyal supporter of her husband and got along well with his maiden sisters. The two had a son and a daughter, with Neville Chamberlain involving himself deeply in the children's upbringing. When he became Prime Minister in 1937 Chamberlain paid tribute to his wife: > I never should have become P.M. if I hadn't had Annie to help me. It isn't only that she charms every one into good humour & makes them think that a man can't be so bad who has a wife like that ... But besides all this she has softened & smoothed my natural impatience and dislike of anything with a whiff of humbug about it and I know she has saved me from making an impression of hardness that was not intended." ## Early political career (1911–1922) ### Birmingham politician While Chamberlain had continued to give speeches at general elections, his entry into politics at age 42 in 1911 stemmed from interest in local politics and the opportunities they offered for social improvement. In 1910, Chamberlain appeared before a Parliamentary committee, testifying in favour of a bill to merge Birmingham with its suburbs. The bill passed, tripling the size of the city and greatly increasing its population. Chamberlain was very interested in city planning for Birmingham. In November 1911, standing as a Liberal Unionist, he was elected to Birmingham City Council for All Saints' Ward, located within his father's parliamentary constituency. Chamberlain's party merged with the Conservatives the following year, forming the Unionist Party, which was given its present formal name of the Conservative and Unionist Party in 1925. Upon his election, Chamberlain was made chairman of the Town Planning Committee, which sketched out four development schemes covering 15,000 acres (61 km<sup>2</sup>) in the city, allowing for suburban development while preserving green space. In 1913, he led a committee looking at housing conditions in Birmingham. It was a forerunner to the parliamentary Unhealthy Areas Committee (1919–21), of which he was chairman. Chamberlain found that over 100,000 housing units lacked toilet facilities, with nearly half of those not even having running water. He advocated gradual reorganisation to abate the problem, and warned that the city government must be ready to take over property if the private sector failed. Under Chamberlain's direction, Birmingham soon adopted one of the first town planning schemes in Britain which would, in time, be mirrored by other large industrial cities such as Liverpool and Leeds. However, the start of war in 1914 prevented implementation of his plans in Birmingham. With the outbreak of World War I in August 1914, Chamberlain became deeply involved in the war effort. In addition to his duties as councillor, Chamberlain helped recruit men for the Royal Warwickshire Regiment and set up funds for injured soldiers. Late in 1914, he became an alderman of Birmingham, and the following year, became Lord Mayor. Chamberlain's biographer, Robert Self, suggested that as Joseph Chamberlain had died the previous year, the honour was due to Neville Chamberlain's hard work rather than to any family influence. As a Lord Mayor in wartime, Chamberlain had a tremendous burden of work, and he insisted that his councillors and officials work equally hard. He set up crèches for workers, stockpiled coal to be distributed to the poor at cost in time of shortage, and reinvigorated Birmingham's various committees, which were ineffective and engaged in wasteful rivalries. He also chaired the local committee evaluating exemptions from conscription, and stated that he was more lenient than were other members of the tribunal. He halved the Lord Mayor's expense allowance, and cut back on the number of civic functions expected of the incumbent. Under Chamberlain, the group which became the City of Birmingham Symphony Orchestra was initiated. The Lord Mayor persuaded Sir Thomas Beecham to conduct a series of events in Birmingham. The concerts caused Birmingham to be regarded as a cultural centre, and in 1919, the Orchestra was formally founded. Chamberlain established the Birmingham Municipal Bank, the only one of its type in the country, which aimed to encourage savings to pay for the war loan. The bank proved highly successful and lasted until 1976, when it was taken over by Lloyds Bank. Chamberlain was re-elected Lord Mayor in 1916, but he did not complete his term. ### Director of National Service Conscription for the Army, but not for civilian industry, had been brought in during the first half of 1916. Towards the end of Asquith's Government in 1916 a Manpower Distribution Board had been set up under Neville's brother Austen, but it had no executive powers. After Edwin Montagu had refused the new position of Director of National Service, as he thought the task of building up a new ministry was beyond him, Chamberlain, who was already nationally known, was proposed for the job by his brother Austen. In December 1916, the new Prime Minister David Lloyd George offered him the job, with responsibility for co-ordinating conscription and ensuring that essential war industries were able to function with sufficient workforces. Though reluctant to leave his post in Birmingham, Chamberlain accepted and resigned as Lord Mayor. To a great extent Chamberlain's actual responsibilities were left vague by Lloyd George. On his appointment Lloyd George implied in the House of Commons that "compulsion" (the industrial equivalent of conscription) was to be extended to industry and that Chamberlain would soon produce a system of industrial enrolment. But Chamberlain found his work to be handicapped by the Prime Minister's political manoeuvres and need to appease the trade unions. As Chamberlain sought to maximise the number of workers subject both to military conscription and compulsion into industry, Lloyd George pledged to the unions that he would oppose any sort of "industrial conscription". Although Chamberlain repeatedly made proposals for mandatory service, they were turned down by Lloyd George and his War Cabinet. The Army still controlled its own recruitment at this stage, whilst Chamberlain met with resistance from the Ministries of Munitions and Labour. Chamberlain's proposal that all men under 21 be drafted from industry into the Army was blocked by Minister of Munitions Addison (19 January 1917), as it would have reduced munitions output by conscripting skilled young men who had already spent time in apprenticeships. Chamberlain was not made a Privy Councillor. He also spurned advice from Lloyd George about his choice of advisors (apart from James Stevenson from the Ministry of Munitions who was briefly Deputy for Civil Recruiting), instead appointing cronies from Birmingham who were as out of their depth as he was. Chamberlain nearly resigned in June 1917 when, having not been told or consulted, he read in the newspapers that he had been given a new Parliamentary Secretary. Denied the use of compulsion, Chamberlain had to persuade Britons to volunteer for essential war work, and fit young workers to leave the factories and enter the Army. He had to address mass meetings and issue posters. He found that workers were reluctant to exchange the comforts of home and wartime salaries for the uncertainties of the trenches and a wage of one shilling a day. Chamberlain had little confidence in voluntary schemes and they indeed proved unsuccessful, with only 9,000 workers freed to be drafted into the Army at a time when Britain was sustaining huge casualties. Chamberlain finally resigned on 8 August 1917. He was thanked warmly by the staff at St Ermin's Hotel where the Ministry was housed. Lloyd George wrote to his family (in Welsh) that "Neville Chamberlain has resigned and thank God for that." He met with considerable sympathy from members of parliament after his resignation. John Dillon, an Irish Nationalist MP, stated that "if Mr. Chamberlain were an archangel, or if he were Hindenburg and Bismarck and all the great men of the world rolled into one, his task would be wholly beyond his powers". Unionist Party leader Bonar Law spoke of the "absolutely impossible task" Chamberlain had faced. Auckland Geddes, Chamberlain's successor, was made a Privy Councillor and had more power and more support from the War Cabinet than he had had. The relationship between Chamberlain and Lloyd George was thenceforth one of hatred, with Chamberlain calling Lloyd George "that dirty little Welsh Attorney" and being implacably opposed to Lloyd George joining the National Government in the 1930s. Austen Chamberlain, the brother of one opponent and, for a time, the political ally of the other, regretted the enmity, "More's the pity, for together if they were together they might do a great deal." Lloyd George would later paint a most unflattering portrait of Chamberlain in his 1935 War Memoirs, claiming that "Mr Chamberlain is a man of rigid competency. Such men have their uses in conventional times ... and are indispensable for filling subordinate posts at all times. But they are lost in an emergency or in creative tasks at any time." His dislike of Chamberlain is sometimes said to have been based on phrenology, although little contemporary evidence has been found to confirm this. Lloyd George would also have the last laugh in May 1940, when his speech in the Norway Debate helped bring down Chamberlain's government. ### Candidate and backbencher Having resigned as Director, Chamberlain returned to Birmingham, embittered by his experience in London. He wrote that the experience "reminds me of the Bahamas when the plants didn't grow". He had retained his seat on the City Council and busied himself with his civic duties, as well as his business interests and family life. In February 1918, having declined a third term as Lord Mayor, he was appointed Deputy Mayor. Chamberlain had formed a close friendship with his cousin, Norman Chamberlain, who had also served on the City Council and who shared the future Prime Minister's social ideals. In December 1917, Norman Chamberlain was reported missing in action during the Battle of Cambrai, and in February 1918, Norman's body was found—a great blow to Neville Chamberlain, who described Norman as "the most intimate friend I had". Through the rest of his career, Neville Chamberlain laboured to further the ideals of his cousin, and wrote his biography—the only book he ever wrote. Some historians relate Norman's death to a hatred of war on his cousin's part which led to appeasement; according to Chamberlain's biographer Nick Smart, the death did not cause Chamberlain to hate World War I, and any influence on his later positions is far from certain. After some hesitation as to his future career, Chamberlain determined to enter Parliament, though, after his experience with National Service, he feared that he would only have a brief, unsatisfying parliamentary career. Wishing to stand for a Birmingham constituency, he initially had some difficulty in finding one. The Representation of the People Act 1918 gave Birmingham five additional seats, and Chamberlain was adopted as candidate for one of the new seats, Birmingham Ladywood. With the election on hold until the conclusion of the war, he continued his work in Birmingham. Shortly after the Armistice, his sister Beatrice died in the influenza pandemic, and Chamberlain mourned her, "She had the warmest heart." With the war ended, a general election was called almost immediately. Chamberlain stood as a Unionist (as the Conservative Party was known from 1912 to 1925) and was given the "coupon" or letter of endorsement granted by Coalition party leaders Lloyd George and Bonar Law to approved candidates, though he declined to make any use of it. He was elected with almost 70% of the vote and a majority of 6,833. At age 49, he remains the oldest man to enter Parliament for the first time and later become Prime Minister. Chamberlain threw himself into Parliamentary work, begrudging the times when he was unable to attend debates and spending much time on committee work. When Austen Chamberlain, Chancellor of the Exchequer in the continued coalition government led by the Liberal Prime Minister, Lloyd George, tried to recruit him to serve on an additional committee, Neville Chamberlain informed his half-brother that he could only serve if it met between midnight and 7:30 am. Chamberlain took time to assure the future of the Birmingham Savings Bank, and Parliament passed an act which removed onerous restrictions from the bank. In March 1920, he was offered a junior post at the Ministry of Health by Bonar Law on behalf of the Prime Minister, but was unwilling to serve under Lloyd George despite Bonar Law's warnings that Chamberlain, now past fifty, might never be offered another chance to serve in government, as Lloyd George was likely to remain premier for a very long time. Chamberlain was offered no further posts during Lloyd George's premiership, and when Bonar Law resigned as party leader, Austen Chamberlain took his place as leader of the Unionists in Parliament. Unionist backbenchers had long been restive as Lloyd George granted the Liberals in the Coalition more than their proportionate share of offices. In October 1922, discontent among Unionists against the Lloyd George Coalition Government erupted. When Unionist MPs were summoned to the Carlton Club for a meeting to receive their instructions for the forthcoming election, which, as in 1918 was to be fought in coalition with the Lloyd George Liberals, they instead rebelled and voted to fight the election as a single party. Lloyd George resigned as Prime Minister. Most Unionist leaders, including Austen Chamberlain, had supported the Coalition and advocated its continuation. They resigned from their government and party offices, with Austen Chamberlain writing, "The meeting today rejected our advice. Other men who have given other counsels must inherit our burden". Bonar Law was recalled from retirement to lead the Unionists as Prime Minister. Neville Chamberlain was in Canada at the time of the meeting and so was not forced to choose between supporting his brother's leadership and bringing down a Prime Minister he despised. ## Minister (1922–1937) ### Bonar Law Government; early ministerial office Many frontbench Unionists refused to serve under Bonar Law, who was forced to form his Cabinet from lower-ranking party members. Liberal MP Winston Churchill, who would lose his seat in the upcoming election, dubbed Bonar Law's ministry "a government of the second eleven". The conflict amongst the Unionists greatly benefited Neville Chamberlain, who rose, over the course of ten months, from backbencher to Chancellor of the Exchequer. Bonar Law appointed Chamberlain as Postmaster General, a ministerial post below Cabinet level. Bonar Law called an election shortly after his accession, which the Unionists won, and Chamberlain was re-elected, though his prediction that his seat was "safe as houses" proved dubious—his majority was reduced to 2,443. In January 1923, Chamberlain granted the first operating licence to the British Broadcasting Company, though he opposed its request to broadcast the King's Speech setting forth the Government's programme in opening Parliament. Chamberlain feared that allowing the speech to be aired would lead to broadcast of parliamentary debates over the radio, "a prospect which makes one shudder". Sir Arthur Griffith-Boscawen, the Minister of Health, had lost his seat in the 1922 General Election and failed to win a by-election in March 1923. Housing fell within the remit of the Minister of Health. As Chamberlain had experience in developing housing programmes in Birmingham, Bonar Law offered the Health Ministry, within the Cabinet, to him. Chamberlain was initially reluctant, feeling that he should not leave the Post Office before he "had a chance of doing something there", but decided that "it would not be playing the game" to refuse Bonar Law's request. There was a great shortage of housing in Britain as a result of pent-up demand from the war years, and almost all housing was rent controlled, giving builders little incentive to build more. Any removal of rent restrictions would be wildly unpopular. Chamberlain introduced a Housing Act in April 1923 that provided subsidies for private companies, and extended rent control until 1925. He expected rent control to be gradually abolished as the housing supply increased, but the restrictions remained in force until 1933, when a new scheme was enacted. In May 1923, Bonar Law was diagnosed with advanced terminal throat cancer. He immediately resigned, and King George V sent for the Chancellor of the Exchequer, Stanley Baldwin, to form a government. Baldwin served as his own Chancellor for three months while he sought a successor and then promoted Chamberlain to the position. Chamberlain had little time for any policy changes, as he served only five months in the office and did not present a budget. Though the Unionists had an ample majority in the House of Commons and the current Parliament had four years to run, Baldwin decided that a general election was needed and that the Unionists should fight it on the issue of tariff reform. He hoped to gain both a personal mandate as Prime Minister and a policy mandate for his tariff proposals. He miscalculated badly: in the general election held in December 1923 the Unionists remained the largest party in the House of Commons, but were outnumbered by the combined Liberal and Labour MPs. The Baldwin Government retained office until it was defeated when Parliament assembled in January 1924, and Ramsay MacDonald became the first Labour Prime Minister. Chamberlain's majority in Birmingham Ladywood was cut yet again, this time to 1,500 votes. With the Unionists in opposition, Chamberlain managed to broker a reconciliation between his brother (and the other Coalitionists) and the new leadership, and Austen Chamberlain resumed his place on the front benches. The Labour government fell within months, necessitating another general election. Neville Chamberlain was challenged by Labour candidate Oswald Mosley, who later led the British Union of Fascists. Mosley campaigned aggressively in Ladywood; and accused Chamberlain of being a "landlords' hireling". The outraged Chamberlain demanded that Mosley retract the claim "as a gentleman". Mosley, whom Baldwin described as "a cad and a wrong 'un", refused to retract the allegation. It took several recounts before Chamberlain was declared the winner by 77 votes and Mosley blamed poor weather for the result. Chamberlain had not wanted to desert Ladywood, but now deemed the seat impossible to hold and was adopted for Birmingham Edgbaston for the next election (held in 1929), at which Ladywood fell to Labour by eleven votes. The Unionists won the 1924 election, their last under that name before reverting to the older name "Conservative". Baldwin formed a new government, in which Austen was Foreign Secretary and Neville Chamberlain declined to serve again as Chancellor, preferring his former position as Minister of Health. ### Minister of Health Within two weeks of his appointment as Minister of Health, Chamberlain presented the Cabinet with an agenda containing 25 pieces of legislation he hoped to see enacted. Before he left office in 1929, 21 of the 25 had passed into law. An early, very popular piece of legislation was the Widows', Orphans' and Old Age Contributory Pensions Act 1925, passed after the Chancellor of the Exchequer, Winston Churchill, had agreed to find whatever money was needed to fund the Act. Churchill, recently returned to the Conservative ranks after nineteen years as a Liberal (1904–23), expressed envy at Chamberlain's receiving the credit for the Act, and the Minister of Health described his colleague as "a man of tremendous drive & vivid imagination but obsessed with the glory of doing something spectacular which should erect monuments to him". The Act lowered the age for receiving the government old age pension from 70 to 65, as well as providing for dependents of deceased workers. Though the pension sum, ten shillings (today about £20) per week, was not enough for a pensioner to make ends meet, Chamberlain stated that it was not intended to replace private thrift and that the sum was the maximum financially feasible. Chamberlain sought the abolition of the elected Poor Law Boards of Guardians, which administered relief and which in some areas were responsible for setting rates (local property taxes). Many of the Boards were controlled by Labour, and had defied the Government by distributing relief funds to the able-bodied unemployed. Chamberlain's first step in the direction of abolition was the Rating and Valuation Act 1925, which greatly reduced the number of authorities which administered rates, as well as imposing uniform standards for assessment. Despite policy differences Chamberlain continued to work with Churchill, who showed him the manuscript of a volume of his heavily autobiographical The World Crisis. Churchill confided that he would have wished for two more years to revise the manuscript; Chamberlain wrote to his sisters that he could have done the job in two hours—with a pair of scissors. Though Chamberlain struck a conciliatory note during the 1926 General Strike, in general he had poor relations with the Labour opposition. Future Labour Prime Minister Clement Attlee complained that Chamberlain "always treated us like dirt", and Chamberlain wrote in April 1927, "More and more do I feel an utter contempt for their lamentable stupidity." One Labour MP referred to Chamberlain as "a miniature Mussolini", and others claimed that Chamberlain's policies had allowed entire communities to starve, dubbing him the "Minister of Death". His poor relations with the Labour Party eventually played a major part in his downfall as Prime Minister. With many mining communities suffering high levels of unemployment following the General Strike, some Poor Law boards granted relief to unemployed workers by misusing provisions intended for exceptional circumstances. These boards used the provisions to give benefits to nearly all applicants. With the system thrown into crisis, Chamberlain sought legislation to permit the Minister of Health to dismiss recalcitrant boards, and later got Parliament to pass further legislation to prescribe criminal penalties to members of such boards. Though no board members were prosecuted, Chamberlain dismissed three boards, replacing their members with his own appointees. Finally, in 1929, Chamberlain brought in legislation to abolish the Poor Law boards entirely, replacing them with bodies appointed by local authorities. Chamberlain spoke in the Commons for two and a half hours on the second reading of the Bill, and when he concluded, he was applauded by all parties. The Local Government Act 1929 passed by an ample majority, and the Morning Post commented that (despite Labour attacks), it had been found to be impossible to make it unpopular. ### Return to opposition Baldwin called a general election for 30 May 1929. Chamberlain expected the Conservatives to triumph easily, and thought he would be moved either to the Exchequer or be asked to serve at the Colonial Office, where Joseph Chamberlain had made his mark. Chamberlain easily won in Edgbaston, which he represented for the rest of his life, but the general election resulted in a hung parliament, with Labour holding the most seats. Baldwin and his Government resigned, and Labour leader Ramsay MacDonald took office. Chamberlain anticipated that Labour would govern for two years, then seek another general election and be returned for a second term with an overall majority in Parliament. He believed that, were this to occur, at 67 he might well be too old to hold office again when that term expired. With no ministerial responsibilities, he departed on a three-month tour of East Africa, hoping it might be useful were he to serve in future as Colonial Secretary. As the minority Labour Government attempted to grapple with the onset of the Depression, the Conservative Party indulged in a period of internecine warfare, with Baldwin under attack in the Parliamentary Party and in the press for losing the election, and for being too moderate. Chamberlain attempted to mediate between the press lords and Baldwin, only to learn that the newspaper owners had been trying to influence local constituency organisations behind his back. During the leadership crisis, Chamberlain persuaded Conservative Party chairman J.C.C. Davidson to resign to relieve the pressure on Baldwin. Chamberlain took the vacant chair himself. The campaign by the press lords, notably Lord Beaverbrook and Lord Rothermere for "Empire Free Trade", the removal of tariffs within the Empire, culminated in a crucial by-election at which the press lords ran their own candidate under the banner of the United Empire Party. Robert Topping, the General Director at Conservative Central Office, produced a memorandum showing that Baldwin's support had eroded tremendously. Chamberlain confronted Baldwin with the memorandum. Baldwin was badly shaken, and told Chamberlain he would resign. After a day, Baldwin reconsidered, and even considered giving up his seat and standing in the by-election himself. When Chamberlain told Baldwin that if he stood and lost, his successor would be badly damaged, Baldwin replied, "I don't give a damn about my successor, Neville." Chamberlain resigned as party chairman, though he continued as head of the Conservative Research Department, which he had founded, until his death. Baldwin did not stand in the by-election, but he retained his position and attacked the press barons as wanting "power without responsibility, the prerogative of the harlot through the ages", and the Conservatives won the election. Baldwin and Chamberlain healed their breach, and Chamberlain helped negotiate the return of the press lords to the Conservative fold. Baldwin led the Conservative Party for another six years. In January 1931, Churchill, one of Chamberlain's leadership rivals, left the Conservative front bench in a dispute over policy on India. In 1931, the MacDonald Government faced a serious crisis, as the May Report revealed that the budget was unbalanced, with an expected shortfall of £120 million. As this information became public, there was a run on the pound, depleting the nation's gold reserves. The Labour Party refused to consider the massive cuts in unemployment compensation which would be needed to balance the budget, and Prime Minister MacDonald sought support from outside his party. With Baldwin on holiday in France, Chamberlain negotiated for the Conservatives. Chamberlain told MacDonald that the Conservatives would only join a coalition if the full recommended cuts in unemployment compensation were made. Finally, on 24 August 1931, the Labour Government resigned and MacDonald formed a National Government, supported by most Conservative and Liberal MPs and a minority of the Labour Party. Chamberlain once more returned to the Ministry of Health. The National Government was intended as only a temporary expedient, but governed Britain until Chamberlain's fall in 1940. In the ensuing General Election, the National Government won 554 of the 615 seats in the House of Commons, with 473 of its supporters Conservative MPs. ### Chancellor and Conservative heir apparent After the election, MacDonald wanted to designate Liberal National Walter Runciman, an advocate of free trade, as Chancellor. Conservatives insisted that a member of their party who favoured tariffs be given the office. Reluctantly, MacDonald designated Chamberlain as Chancellor, and Runciman was made President of the Board of Trade. Chamberlain proposed a 10% tariff on foreign goods, with lower or no tariffs on goods from the colonies and the Dominions. Joseph Chamberlain had advocated a similar policy, "Imperial Preference"; his sons found it pleasing and appropriate that Chamberlain could now promote his father's policies, and Sir Austen Chamberlain wrote to his brother in November 1931, "Father's great work will be completed in his children." The tariff issue bitterly divided the Cabinet, and threatened to end the National Government. The Cabinet accepted a proposal by Lord Hailsham, Secretary of State for War, that they agree publicly to disagree, a rare suspension of the doctrine of Cabinet collective responsibility. Chamberlain prepared his tariff bill, which exempted the Dominions pending the Ottawa Conference, set for later that year. On 4 February 1932, he laid it before the Commons. Addressing a packed House, with the Prince of Wales, the Duke of York and Joseph Chamberlain's third wife in the gallery, and with his brother seated behind him, Chamberlain concluded by referring to his father's inability to get a similar proposal adopted, > I think he would have found consolation for the bitterness of his disappointments, if he could have seen that these proposals, which are the direct and legitimate descendants of his own conception, would be laid before the House of Commons, which he loved, in the presence of one and by the lips of another of the two immediate successors to his name and blood. At the end of the speech, Sir Austen Chamberlain walked down and shook his brother's hand. The Import Duties Act 1932 passed Parliament easily. The Ottawa Conference that August produced little result, with Chamberlain bringing home several minor bilateral trade agreements, and no general agreement. In the interim between the Import Duties Act and the Ottawa Conference, Chamberlain presented his first budget, in April 1932. The gold standard had been abandoned in the early days of the National Government; the Bank of England sought its restoration. Chamberlain, on advice from his officials, declined to restore the gold standard, realising that a devalued pound would improve the balance of trade. Otherwise, Chamberlain maintained the severe budget cuts that had been agreed to at the inception of the National Government: Chamberlain cut means-tested benefits and public sector wages, which proved to be an unpopular move. He also cut interest rates, which led to a house-building boom in the south of England and supported plans to clear slums. Interest on the war debt had been a major cost in each budget. Chamberlain was able to reduce the interest rate on most of Britain's war debt from 5% to 3.5%. Between 1932 and 1938, Chamberlain halved the percentage of the budget devoted to payment of interest on the war debt. Chamberlain hoped that a cancellation of the war debt owed to the United States could be negotiated. In June 1933, Britain hosted the World Monetary and Economic Conference. Describing the event as the "most crucial gathering since Versailles", Time magazine featured Chamberlain on its cover, referring to him as "that mighty mover behind British Cabinet scenes, lean, taciturn, iron-willed ... It is no secret that Scot MacDonald remains Prime Minister by Prime Mover Chamberlain's leave." The Conference came to nothing, when US President Franklin Roosevelt sent word that he would not consider any war debt cancellation. After the US Congress passed the Johnson Act, forbidding loans to nations in default on their debts, Chamberlain felt that Britain could not pay the entire debt, and, as the Act made no distinction between a partial and complete default, the Chancellor entirely suspended Britain's war debt payments to the US. In 1934, Chamberlain was able to declare a budget surplus, and restore many of the cuts in unemployment compensation and civil servant's salaries he had made after taking office. He told the Commons, "We have now finished the story of Bleak House and are sitting down this afternoon to enjoy the first chapter of Great Expectations." With MacDonald in physical and mental decline and Conservative Party leader Baldwin exhibiting ever greater lethargy, Chamberlain increasingly became the workhorse of the National Government. Defence spending had been heavily cut in Chamberlain's early budgets. By 1935, faced with a resurgent Germany under Hitler's leadership, he was convinced of the need for rearmament, and was the driving force behind Defence White Papers advocating rearmament in 1936 and 1937. Chamberlain especially urged the strengthening of the Royal Air Force, realising that Britain's traditional bulwark, the English Channel, was no defence against air power. Rearmament was an unpopular policy in Britain, and Labour attacked Chamberlain as a warmonger. Labour leader and Leader of the Opposition Clement Attlee spoke against the 1936 Budget as tremendously overspending on defence: "Everything was devoted to piling up the instruments of death." Churchill also criticised the National Government's defence plans, though he called for an even faster buildup. Despite the sniping from both sides, Chamberlain was very concerned about the expense of rearmament, "What a frightful bill we do owe to Master Hitler, damn him! If it only wasn't for Germany, we should be having such a wonderful time just now." In 1935, MacDonald stood down as Prime Minister, taking Baldwin's post as Lord President of the Council, and Baldwin became Prime Minister for the third time. Chamberlain remained at the Treasury, almost the only Cabinet member not to be moved in the subsequent reshuffle. Chamberlain was still spoken of as 'heir apparent', but feared being eclipsed by a younger man. To be seen more as the second man of the Government, he insisted on moving into Number 11 Downing Street, the Chancellor's traditional residence, which had been occupied by Baldwin during MacDonald's premiership. Baldwin indicated his desire to remain in office until his 70th birthday in August 1937, but Chamberlain doubted he would last that long. In the 1935 General Election, the Conservative-dominated National Government lost 90 seats from the massive majority of 1931, but still retained an overwhelming majority of 255 in the House of Commons. During the campaign, Deputy Labour Leader Arthur Greenwood attacked Chamberlain for spending money on re-armament, stating that the re-armament policy was "the merest scaremongering, disgraceful in a statesman of Mr. Chamberlain's responsible position, to suggest that more millions of money needed to be spent on armaments". In January 1936, Edward VIII became king on the death of his father, George V. Chamberlain supported Baldwin's stance that King Edward must abdicate if he wished to marry the woman he loved, Wallis Warfield Simpson, a divorcee. After the conclusion of the Abdication Crisis, Baldwin announced that he would remain until shortly after the Coronation of King Edward's successor George VI. King George was crowned on 12 May 1937; Baldwin resigned on 28 May, advising the King to send for Chamberlain. Sir Austen did not live to see his brother's final "climb ... to the top of the greasy pole", having died two months earlier. ## Appraisal Polemics such as Guilty Men, which helped demolish Chamberlain's reputation for his foreign policy as premier, also touched on his record as minister. These books blamed the National Government, in which Chamberlain had taken a leading role, for a failure to rearm. Historian David Dutton suggested in his book on Chamberlain that the damage to his reputation, both as Prime Minister and as a Cabinet minister, could have been contained had the Conservative Party defended his policies, but for 23 years after Chamberlain's death, the party leaders (Churchill, Anthony Eden, and Harold Macmillan) had made reputations as opponents of appeasement, and who were little minded to defend Chamberlain's record as a minister. The Labour landslide in the 1945 General Election cemented this inclination, with Macmillan stating that it was not "Churchill who had brought the Conservative party so low. On the contrary it was the recent history of the Party, with its pre-war record of unemployment and its failure to preserve peace." The adoption of policies using Keynesian economics led to other criticisms of Chamberlain's ministerial record. Popular wisdom then held that governments could keep unemployment at a low level through spending. Chamberlain's acceptance of unemployment as an inevitable part of the business cycle was seen as outdated. In 1958, as Prime Minister, Macmillan described a report advocating limits on public investment as "a very bad paper. Indeed a disgraceful paper. It might have been written by Mr. Neville Chamberlain's Government." In 1961, a controversial biography of Chamberlain by Conservative Party chairman Iain Macleod defended Chamberlain's ministerial record. Macleod pointed out that Chamberlain had been a "most valiant" champion of rearmament as Chancellor as early as 1934, but that little was done. According to Time magazine, Macleod saw Chamberlain as a "humanitarian industrialist, [a] progressive Lord Mayor of Birmingham and a dedicated Minister of Health who was damned as a 'Tory socialist'[.] Chamberlain had worked tirelessly in the '20s and '30s for the 'noble and fascinating ideal' of fashioning a better life for Britain's workingman." The 1960s and 1970s saw a further reassessment of Chamberlain as a Cabinet minister. Historians such as A. J. P. Taylor pointed out that while the 1930s were a decade of misery for some, for most Britons, it was a time of rising living-standards, with unemployment concentrated in only a few regions of the country. As economists and historians came to question the assumption that the National Government could have spent its way out of unemployment, Chamberlain's tenure as Chancellor was to an extent rehabilitated. American social historian Bentley Gilbert stated that Chamberlain was "the most successful social reformer in the seventeen years between 1922 and 1939 ... after 1922 no one else is really of any significance." According to Taylor, writing in 1965, Chamberlain did more to improve local government while serving as Health Minister than did anyone else in the 20th century. In the 1980s Margaret Thatcher instituted economic policies reminiscent of Chamberlain's as Chancellor—control of inflation (even at the expense of unemployment), minimisation of budget deficits, and low rates of direct taxation. This was a point not lost on the Labour Party, and the Trades Union Congress adopted a slogan of "Forwards to the Eighties not Backwards to the Thirties". Thatcher's critics denigrated both her policies and those of the 1930s in such comparisons, but she did not care to defend those of the 1930s. Thatcher stated that the historical justifications for her economic positions were the policies of the Victorian era. Dutton, who traced the progress of Chamberlain's reputation through the years, wrote in 2001 that Chamberlain's accomplishments at the Ministry of Health were "considerable achievements by any standards" and stated that they should not be seen in isolation, but as part of "the authentic Chamberlain, a man who was throughout his life on the progressive left of the Conservative party, a committed believer in social progress and in the power of government at both the national and local level, to do good." Five years later, Chamberlain biographer Graham Macklin quoted Dutton in noting the eclipse of Chamberlain's earlier accomplishments by his later policy of appeasement: > As [Chamberlain's] entry in the Oxford Dictionary of National Biography observed, "Had Chamberlain retired in 1937, he would not have risked anything. He would have been a considerable figure in British political history, his career a study in success." But Chamberlain did not retire. He accepted the premiership imagining it to be his crowning glory. As it transpired it was his most bitter personal and political defeat. Thus was the "authentic Chamberlain"—the sincere social reformer—almost entirely obliterated from the popular consciousness by subsequent history and historiography. ## Parliamentary election results
22,365,457
Pilot (Parks and Recreation)
1,146,023,387
null
[ "2009 American television episodes", "American television series premieres", "Parks and Recreation (season 1) episodes", "Television episodes written by Michael Schur" ]
"Pilot" is the pilot episode of the American comedy television series Parks and Recreation. It originally aired on NBC in the United States on April 9, 2009. The episode was written by series creators Michael Schur and Greg Daniels, and directed by Daniels. The episode introduces the protagonist Leslie Knope, played by Amy Poehler, as well as the other regular characters played by cast members Rashida Jones, Paul Schneider, Aziz Ansari, Aubrey Plaza and Nick Offerman. Knope is a mid-level bureaucrat in the Parks and Recreation department in the fictional town of Pawnee, Indiana. In "Pilot", Knope sets out to turn a construction pit into a park after local nurse Ann Perkins (Jones) complains about the dangerous pit during a town meeting. Her anti-government boss Ron Swanson (Offerman) reluctantly allows her to form an exploratory committee after her friend and colleague Mark Brendanawicz (Schneider) secretly intervenes on her behalf. Daniels and Schur first started writing the script in the summer of 2008, when they were in the early stages of conceiving the series. Like the rest of the series, the pilot was filmed in the same mockumentary style as The Office, the NBC comedy series also directed by Daniels. About one month before the pilot aired, a focus group report discussing several perceived problems with the episode was leaked to the media, which led to speculation that Parks and Recreation was not ready for prime-time television. The pilot episode featured a number of cultural references to such people as Bob Knight, Larry Bird and Laura Linney, as well as female political figures to whom Leslie compares herself, such as Hillary Clinton, Sarah Palin, and Nancy Pelosi. "Pilot" received generally mixed reviews, although Poehler herself was widely praised by most television critics. According to Nielsen Media Research, "Pilot" was watched by 6.77 million households in its original airing. Although it received lower ratings than the two Office episodes it aired between, television critics pointed out it achieved an identical rating to the NBC show 30 Rock, which was broadcast the same night. The pilot, along with the rest of the first season of Parks and Recreation, was released on DVD in the United States on September 8, 2009. ## Plot The episode opens with Leslie Knope (Amy Poehler), the deputy director of the Department of Parks and Recreation with six years of experience in the town of Pawnee, Indiana, discussing with a documentary crew her strong belief in the power of government to help other people. Later, Leslie hosts a community outreach public forum at an elementary school along with her jaded colleague Tom Haverford (Aziz Ansari). Leslie is enthusiastic despite the low turnout and angry complaints, which she describes as "people caring loudly at me". Local nurse Ann Perkins (Rashida Jones) complains about a giant pit near her house, which was dug out by a condominium developer that went bankrupt in the middle of the construction project. Ann says that her boyfriend Andy Dwyer (Chris Pratt) broke both his legs after falling into the pit, and she demands something be done about it. Leslie is inspired by the challenge and makes a "pinky promise" that she will fill in the pit and build a park on the land. Leslie seeks advice from city planner Mark Brendanawicz (Paul Schneider), who feels the project would prove practically impossible due to the logistics and bureaucratic red tape, but Leslie is undeterred. Leslie later fondly tells the documentary crew that she and Mark made love five years ago, but Mark only vaguely recalls the encounter. Leslie, Tom and uninterested intern April Ludgate (Aubrey Plaza) visit Ann and meet Andy, a lazy and demanding musician whom she is forced to wait on and support financially. Afterward, Leslie and Ann visit the pit, which Leslie accidentally falls into as Tom and April make fun of her. Ann quickly provides medical assistance. Afterward, Leslie leaves, and Ann tells the documentary crew, "She's a little doofy, but she's sweet". Sometime later, Leslie asks her boss Ron Swanson (Nick Offerman) for permission to form an exploratory committee for the pit project. Ron initially refuses, but eventually agrees to consider it so that Leslie will leave his office. Ron explains that he does not want the Parks Department to build any parks because he believes the government is a waste of money, and that all government should be privatized and run by corporations for profit. Leslie repeatedly pesters Ron about the park project, but he refuses to commit. Meanwhile, Tom and April continue to make fun of Leslie, much to the displeasure of Mark. Mark, who tells the documentary crew he is impressed that Leslie has somehow maintained her optimism about government for six years, secretly asks Ron to give her the park project. Mark said doing so would return a favor Ron owes him for unspecified reasons. Leslie and Ann are extremely excited about the new exploratory subcommittee, and the department celebrates by getting drunk. Despite her skepticism about politics and government, a drunken Ann pledges to do whatever it takes to help get the pit filled in, "even if it takes two months". The episode ends with Ron explaining to the documentary crew how he makes his office as uninviting as possible. ## Production ### Conception Immediately after Ben Silverman was named co-chairman of NBC's entertainment division in 2007, he asked Greg Daniels to create a new comedy series. Silverman and Daniels previously worked together on The Office, a half-hour comedy Daniels adapted from the British comedy of the same name by Ricky Gervais and Stephen Merchant. Daniels wrote the pilot for what eventually became Parks and Recreation along with series co-creator Michael Schur, who had served as a writer on The Office. Daniels and Schur had been considering ideas for a possible show with cast members Rashida Jones and Aziz Ansari, but the concept for the series did not form until they learned Amy Poehler could play the lead character. Once that casting was determined, the script for the pilot episode was first written in the summer of 2008 revolving around her as a city bureaucrat seeking to turn an enormous construction pit into a park. They also decided the script would include the mockumentary comedy style of The Office and, like that show, would allow for improvisation on set. However, they did not consider the script an Office spin-off and NBC officials vehemently insisted to media outlets that the show was a completely separate series, despite the similarities between the two shows. ### Writing The first draft of the script portrayed Leslie and Mark as slightly less likable characters. Originally, Mark asked Ron to green-light the park project not to help Leslie, but because he was attracted to Ann and wanted another excuse to keep seeing her. These elements of the script were changed after press tours and focus group screenings. The show's writers spent time researching local California politics and attended Los Angeles City Council meetings. Daniels and Schur wanted the pilot to establish that one of Leslie's duties was talking to the public on a regular basis, and they deliberately portrayed her public forum meetings as poorly attended except by a select group of angry residents. Schur said, "I've been to some community meetings in my life, and it is often this feeling of utter sparseness. That nobody cares." In writing the script, Schur wanted Mark and Leslie to have a long history together before the events of the episode, rather than having the two characters meet for the first time on screen, which he felt had already been done in many television shows. The first shot of the pilot was originally a scene with Ann standing over the pit and staring at it with an annoyed expression, followed by a documentary interview with Ann and Andy. The opening scene was changed because Daniels and Schur decided they wanted the first scene of the series to be set in a park. As a result, the episode started with a cold open of Leslie interviewing children in a park, then using a broom to push a drunk man out of a spiral slide. Daniels had such a specific vision for the scene, he drew an elaborate and detailed storyboard sketch of a drunk man stuck in a tubular slide. Some parts of the episode consisted of a mixture of written dialogue and comedic improvisation from the actors. In one such scene, Aziz Ansari attempts to flirt with Rashida Jones when she speaks at a Parks and Recreation public forum. The scene was included in the script, but Ansari continued to improvise long after his dialogue ended, and Jones said she found it difficult to keep a straight face during filming. Schur encouraged Ansari to continue, and suggested the line in which Ansari asks to go away with Jones for the weekend. Daniels called the scene "probably the highlight of the pilot." The ending included another example of written dialogue mixed with improvisation, when Ansari recited a list of unusual things Leslie has attempted to do while drunk. In other scenes, the written dialogue was abandoned altogether in favor of improvisation, such as the scene of Ann and Andy talking on Ann's couch after Leslie fell into the pit and injured herself. Chris Pratt improvised a number of other lines and scenes in the episode, including when Andy asked Leslie to pass him his "itch stick", which he then used to scratch under his leg cast in an awkward and disgusting way. The pilot script included several political cultural references. Leslie compares herself to Secretary of State Hillary Clinton and House Speaker Nancy Pelosi in describing the prevalence of women in government. Leslie invokes former U.S. Presidents Richard Nixon and George W. Bush as shining examples of democracy. The episode also features several references to sports figures. Ron has a poster of Bob Knight, the famous retired basketball coach, hanging in his office. The Bobby Knight image later had to be removed from the show for legal reasons. Leslie has an autographed photo of Indiana-born basketball player Larry Bird on her desk. It reads, "To Lesly, Sink That Shot, Larry B." This is a reference to a deleted scene in which Tom reveals he has tricked Leslie into believing he has brunch with Bird once a month. Tom himself actually faked the autograph, and deliberately misspelled her name "Lesly" as a joke. ### Filming Michael Schur made his directorial debut with the pilot episode. The original cut of the pilot episode was 48 minutes long, and had to be trimmed down to 22 minutes. Due to the improvisational style and hand-held camerawork of the series, a great deal of extra footage is filmed in each episode and ultimately has to be discarded for the final cut. Amy Poehler said of this, "For every show, there could probably be a second show of stuff we've edited out." Brief portions of those deleted scenes were interwoven into short montage sequences that played along with dialogue from the documentary-style interviews conducted within the episode with the characters. Although the series shared the same mockumentary style as The Office, Daniels and Schur sought to establish a slightly different tone in the camerawork of the pilot episode of Parks and Recreation. For example, the documentary-style interviews with characters sometimes feature two separate angles on the same person, with footage of the two different angles intercut into a single scene for the final episode. This distinguishing technique was inspired by The Five Obstructions, a 2003 documentary by Lars von Trier and Jørgen Leth, which Daniels watched at the suggestion of actor Paul Schneider. The pilot episode also makes use of the jump cut technique more often than in The Office. In one example from the pilot episode, a scene repeatedly jumps cuts to several brief clips in which Leslie seeks permission from Ron to pursue the pit project. The pilot episode was filmed in southern California. The construction pit featured in the episode was dug out by the episode's producers at an undeveloped property in Van Nuys, a district in Los Angeles. The producers went door-to-door to neighboring residents to seek their permission, then rented construction equipment to dig the hole in the ground. The pit was guarded 24 hours a day, and paparazzi regularly came to the set to take photos of the actors during filming. The exterior of the Pawnee government building, and several of the hallway scenes, were shot at the Pasadena city hall building. The interior parks and recreation department scenes were filmed on a sound stage. The windows could drop water that would simulate falling rain, and the windowsills included fake pigeons. The cold open scene was filmed in an actual playground in Los Angeles. The spiral tube slide used in the scene was the only one of its type left in the city, because the rest had been deemed too dangerous and removed. The public forum scenes were filmed in a Los Angeles middle school. The script originally called for the meeting to be held in a classroom because the auditorium door was locked. However, Daniels said the writers thought the school's auditorium was such a "cool location" that they added a scene in which the auditorium lights were turned off in the middle of the meeting. Singer-songwriter Loudon Wainwright III makes a cameo as Barry, one of the citizens who makes wild complaints at the parks and recreation community meeting. Wainwright was selected for the part at the suggestion of casting director Allison Jones. Comedian and actor Ian Roberts, who worked with Amy Poehler on the Upright Citizens Brigade sketch comedy troupe, also made a cameo at the public meeting as Ian Winston, a man complaining about cursing at the park. During filming, guest star Chris Pratt said Poehler "[went] out of her way" to welcome him, and that her polite behavior put him at ease during filming. ## Reception ### Pre-broadcast feedback Parks and Recreation was rushed into production for the pilot to meet the April 9 premiere date. As a result, when the series was paneled at a January 2009 television critics press tour, NBC did not have a finished episode to air, and only had a copy of the pilot episode script available for critics to review. Some of the parts were not yet cast, and without a finalized title, the series was known only as The Untitled Amy Poehler Project or TUAPP. Alan Sepinwall, television writer for The Star-Ledger, said he found the script very funny even though he normally hates reading comedy scripts "because they're rarely as funny on the page as they are coming out of an actor's mouth". According to a March 18 report that was leaked to television journalist Nikki Finke, focus groups responded poorly to a screening of the rough-cut version of the pilot. Several viewers felt the show was a "carbon copy" of The Office, and needed to be differentiated from that series to avoid coming across as forced and unoriginal. Some viewers found it predictable, slow-paced and lacking character development, and felt the beginning of the episode needed to better explain the situation and setting. Several viewers said the show lacked quality male characters, particularly a "datable" lead male. Other viewers, however, said The Office needed time to develop into a quality show, and they felt audiences would be more patient with Parks and Recreation than other shows due to its connection to The Office. Viewers also said the show's portrayal of bureaucracy of local government was "very believable" and could provide quirky and silly situations for the show, and they liked Poehler's character and performance. The release of the report led to speculation in the media that Parks and Recreations was not ready for prime-time television. In response to the leaked negative feedback, Ben Silverman said rough cuts of shows are usually received negatively, even for ultimately successful shows. Schur also said there had been at least four complete edits to the pilot since the focus-group results came in. ### Ratings The Parks and Recreation pilot first aired on April 9, 2009, in the United States on NBC. It was shown in a time slot between two fifth season episodes of The Office: "Dream Team" and "Michael Scott Paper Company". In its original American broadcast on April 9, the pilot was watched by 6.77 million overall households, according to Nielsen Media Research. Media outlets described it as a solid rating for the premiere, and said it was comparable to average ratings for 30 Rock, another contemporary Thursday night NBC comedy; 30 Rock achieved the same 6.8 million overall household rating during the 9:30 p.m. time slot on April 9. "Pilot" also had a 40 percent higher rating than the final episode of Kath & Kim, which previously held the show's time slot. However, "Pilot" did not capture the same number of viewers as the Office episodes that ran before and after it. "Dream Team", which ran at 8 p.m., drew 7.2 million households, and "Michael Scott Paper Company", which ran at 9 p.m., drew 8 million households. ### Critical response The episode received mixed reviews from television critics. Daniel Carlson of The Hollywood Reporter said Parks and Recreation appears to be a "genuinely funny and engaging comedy" and that inevitable comparisons to The Office are not fair; he also said Poehler "proves instantly she's got the comic intelligence to carry a series like this one". Ken Tucker of Entertainment Weekly said "Pilot" lacked the "snap and clear character delineation" of The Office, but pointed out that show also appeared flat in early episodes; Tucker said he liked the performances, attitude and atmosphere of the show, although it had few laugh out loud moments. Matthew Gilbert of The Boston Globe said the show has the potential to become a "flip, witty political allegory" and praised Poehler and the supporting cast. Los Angeles Times television critic Robert Lloyd praised the show for providing strong female leads, which he said was rare on television. He also said, "It has a kind of sunny charm, a premise fit for a novel... Poehler and Jones have a nice, contrapuntal rhythm. I stamp this show: approved." Alan Sepinwall of The Star-Ledger said the series needs to find a way to distinguish Leslie from Steve Carell's Michael Scott from The Office, but he said the pilot episode was funny, particularly the Aziz Ansari character. Sepinwall also said The Office did not find its footing until the second season, so comparisons simply based on the pilot were not fair. Alessandra Stanley of The New York Times said the supporting cast needed stronger writing and reinforcements, but that Poehler was excellent in a lead role unique for women because it is based on weakness and wrongheadedness, but still a positive and strong part. Stanley said, "The pilot episode isn’t perfect, but Ms. Poehler very nearly is." Verne Gay of Newsday said Poehler has "plenty of appeal here" so he felt the show might have potential, but felt the pilot was for the most part a "near knockoff" of The Office. Likewise, Paige Wiser of the Chicago Sun-Times said "so far it's a pale Xerox of the paper company", although she said "there are lots of funny little moments that could add up to a great series." Robert Bianco said the episode was not funny, and the way in which the scripts and supporting cast ridicule and ignore the Leslie character leaves a "sour whiff of gratuitous cruelty." He also called the pilot unoriginal and described it as "a style in search of a show," despite Poehler's likability. Similarly, Rob Owen of the Pittsburgh Post-Gazette said, "Watching Poehler's pathetic character have her dreams stomped on by apathetic bureaucrats is off-putting, more so than Michael Scott's obliviousness," although Owen said the Ansari character was amusing. Philadelphia Inquirer television critic Jonathan Storm strongly criticized the show, calling it a flat, "miscast mess" with serious structural problems. Storm also said the Leslie character lacked energy and Poehler was playing the part against her comedic strengths. Tom Shales of The Washington Post said, "Poehler's show unfortunately isn't worthy of her. It's dry and hesitant when one longs for it to be raucous and madcap." David Hinckley of New York Daily News said the show was not funny enough to deserve Poehler's comedic talents, and compared the dialogue to a Saturday Night Live sketch that he said could not sustain a whole sitcom. New York Post television critic Linda Stasi said the pilot lacked laughs and was so similar to The Office that "it's starting to look like a one-trick pony outfit that's gonna keep dressing that horse up in new saddles, hoping that no one will guess it's been around the track so many times, it's worn a ditch in the dirt." The pilot episode premiered in Australia on Channel Seven on December 1, 2009, when episodes from the critically acclaimed second season were already playing in the United States. Sacha Moritorisz of The Sydney Morning Herald said of the episode, "To be frank, tonight's premiere is weak. But the potential is obvious and word from the US is that it gets much better." ## Home media The pilot episode, along with the five other first-season episodes of Parks and Recreation, was released on a one-disc DVD set in the United States on September 8, 2009. The DVD included cast and crew commentary tracks for each episode, as well as about 30 minutes of deleted scenes. The deleted scenes included on the DVD were originally featured on the official Parks and Recreation website after the episode aired. In one of them, Tom talks about changing his name because he thought it sounded too foreign for politics, although he admits this was not a problem for U.S. President Barack Obama. The scene was eventually worked into the second-season episode, "The Stakeout".
33,565,082
Is This It
1,173,506,787
2001 studio album by The Strokes
[ "2001 debut albums", "Albums produced by Gordon Raphael", "Obscenity controversies in music", "RCA Records albums", "Rough Trade Records albums", "The Strokes albums" ]
Is This It is the debut studio album by American rock band the Strokes. It was first released on July 30, 2001, in Australia, with RCA Records handling the release internationally and Rough Trade Records handling the United Kingdom release. It was recorded at Transporterraum in New York City with producer Gordon Raphael during March and April 2001. For their debut, the band strived to capture a simple sound that was not significantly enhanced in the studio. Building on their 2001 EP The Modern Age, the band members molded compositions largely through live takes during recording sessions, while and lead singer and songwriter Julian Casablancas continued to detail the lives and relationships of urban youth. Following the album's completion, the Strokes embarked on a promotional world tour before its release. The album was released gradually in different countries as their tour continued, with it being released in Japan on August 22 and the United Kingdom on August 27. The album's original cover photograph caused controversy for being too sexually explicit, and was replaced for the US market. Following the September 11 attacks in New York City and elsewhere in Northeastern United States, the American compact disc release was delayed from September 25 to October 9 and had its track list amended, with the song "New York City Cops" being removed and replaced with the newly written track "When It Started"; however, the American vinyl release still includes the track as a result of its release falling on September 11. Three singles were released from the album: "Hard to Explain", "Last Nite", and "Someday". Promoted by the music press for its twin-guitar interplay and melodic, pop-influenced sound, Is This It peaked at number 33 on the US Billboard 200 and number two on the UK Albums Chart, going on to achieve platinum status in several countries. The album received widespread critical acclaim, with many critics praising it for its charisma and rhythm, which often referenced the works of 1970s garage rock bands. The release of the album is widely considered to be a watershed moment, and crucial in the reinvention of post-millennium guitar music. It has featured in several publications' lists of the best albums of the 2000s and of all time. ## Background In 1998, the Strokes consisted of singer Julian Casablancas, guitarist Nick Valensi, bassist Nikolai Fraiture, and drummer Fabrizio Moretti. Casablancas's stepfather and Moretti's and Fraiture's older brothers introduced the quartet to the music of reggae artist Bob Marley, protopunk group the Velvet Underground, and alternative rock band Jane's Addiction. Discussing the formative stages of the group, Moretti noted, "Our music was, like, [the Doors'], but trying to be classical. We all took music classes and tried writing songs, and when we put them together they were this crazy amalgam of insane ideas that we thought was really cool." In 1998, Albert Hammond, Jr., whom Casablancas knew from his time at a Swiss boarding school, moved to New York City to attend film school and joined The Strokes as a second guitarist. His arrival provided the catalyst for the band's musical and emotional evolution. By 2000, all band members had part-time jobs and were practicing new material several nights a week in a small hired recording space. In the fall of that year, their demo caught the attention of Ryan Gentles, a talent booker at New York City's Mercury Lounge. He scheduled the Strokes for four December gigs. With support from personal mentor JP Bowersock and producer Gordon Raphael, the band recorded three tracks which later appeared on Is This It: "The Modern Age", "Last Nite", and "Barely Legal". British label Rough Trade Records was impressed by the songs and released them as a January 2001 extended play titled The Modern Age. Music press reaction was very positive and the Strokes embarked on a sold-out UK tour, followed by US support slots for alternative rock groups Doves and Guided by Voices. Gentles quit his job to manage the band full-time and, in March 2001, the Strokes signed to RCA Records after a protracted bidding war. ## Recording and production After the deal with RCA, the Strokes started working with Gil Norton, who had produced recordings for alternative rock group Pixies. Although the two parties developed a rapport, the band were unhappy with the results of preliminary sessions which they thought sounded "too clean" and "too pretentious"; the three songs recorded with Norton were scrapped. Like The Modern Age, Is This It was eventually recorded with Gordon Raphael at Transporterraum in Manhattan's East Village in New York City. The studio is located in a basement with poor lighting, but despite its poor infrastructure, it includes modern Pro Tools digital audio workstation hardware. The Strokes liked Raphael's lack of ego and formed a good collaborative relationship with the producer. Before recording started, the Strokes and Raphael organized a listening session with the musical material Hammond and Casablancas had brought to show the tone and energy they liked. At the meeting, the band said they wanted to go in a different direction than contemporary music. Casablancas wanted Is This It to sound like "a band from the past that took a time trip into the future to make their record". The approach for the album became more studied than that of The Modern Age. The group wanted the majority of songs to sound like them playing live, while they requested a few others to be like "a weird, in-studio production with a drum machine, even though no drum machine was used". The songs of the latter type were done track-by-track and were crafted into non-standard rock arrangements. Raphael's background in industrial music played a large part in the album's conception. During six weeks in the studio, the Strokes' gritty sound became the emphasis of the sessions. The band usually recorded songs only once, based on Casablancas's preference for "raw efficiency". RAT effects pedals and overdriving amplifiers were used at times, "taking sounds, disintegrating them and then bringing them back". The band wanted things to be only slightly stressed, with no heavy-handedness in terms of studio effects; only distortion and reverse echo were widely used. Throughout the process, Raphael improvised according to the reactions that he got from the group. At one point, he had to cope with the threat of eviction from his Transporterraum studio, but once the Strokes received backing from RCA, time and money were no longer pressing concerns. The label's A&R delegate initially did not like what had been recorded and felt that the album was not going to be professional enough. The producer and the band were given complete control only when Casablancas persuaded the delegate by playing him some of the new material on a boom box. Inspired by the Velvet Underground's production and the direct approach of punk rock band Ramones, the miking scheme for the drum kit included only three microphones: one above it, one for the bass drum, and one in the corner of the studio. It was crafted to capture "a compressed, explosive sound". On Moretti's advice, the transfer from the two loud guitars and the rumble of the bass picked up by the drum-kit microphones was not eliminated. The guitars were recorded more simply; Hammond and Valensi both used Fender DeVille amps on opposite sides of the room, while Raphael positioned a mic on each. The sound was then fed directly into a preamp with no equalization. Valensi commented that guitar teacher and mentor Bowersock was invaluable because he was articulating things to the producer that the group could not. While the rest of the Strokes played to a click track, Casablancas sang through a small Peavey practice amp to retain a sense of low fidelity on the album. Raphael mixed as he went along to maintain control of the record until the final mastering stage; the producer aimed to show the Strokes a final product as soon as the band finished performing a track. ## Composition ### Lyrics Casablancas's writing discusses life and relationships of young people in New York City. Exemplifying this theme, "The Modern Age" is a rant about the oddness of modern life. "Barely Legal" concerns a girl who has just arrived at the age of consent. Discussing its risqué nature, Moretti has stated, "It should be taken the way you interpret it. The lyrics mean different things to different people." "Alone, Together" continues the sexual theme by dropping hints about cunnilingus, while the yelp at the start of "New York City Cops" was created as a pastiche of rock band Aerosmith. "Soma" takes influence from the fictional drug in Aldous Huxley's 1932 novel Brave New World. Here Casablancas is discussing drug use to fit in with the cool crowd. During the studio sessions, Casablancas introduced tracks with comic lines and some quips were used when the album was mixed. ### Music Musically, Is This It has been described as a garage rock revival, indie rock, and post-punk revival album. All songs on the album were mixed using 11 or fewer audio tracks. According to Valensi, the album contains "no gimmicks, no tricks" to try to get the listener to like the compositions. It opens with the title track, which features a simple, metronomic drum line, a recurring feature in the rest of the record. Containing one of the slowest tempos, "Is This It" is the Strokes' attempt at a ballad. "The Modern Age" follows and includes a guitar riff accompanied by a complementary drum line. Its staccato verse is followed by an upbeat, singalong chorus and a guitar solo. Discussing the album's simplicity and measured approach, Valensi has commented, "We don't put in a guitar solo just to have one." "Soma" incorporates jerky rhythms and starts and ends with the same guitar and drum chimes, while "Barely Legal" contains some of the album's softer guitar melodies inspired by Britpop as well as drumming patterns that evoke the sound of primitive 1980s drum machines. The fifth track on the record, "Someday", is infused with rockabilly elements and interlocking guitar lines, the latter a recurring element of Is This It. "Alone, Together" is driven by a staccato rhythm, and climaxes first with a guitar solo, then a repeat of the central guitar hook. "Last Nite" is also a guitar-driven song, but leans towards pop music influences. At its core, there are reggae-inspired rhythm guitar lines played by Hammond, and studio noise effects. The rhythm section plays simple interlocking notes and beats. Like "Soma", "Hard to Explain" contains processed drum tracks using dynamic range compression and equalization studio techniques to make them sound like a drum machine. The song incorporates spliced ad-libbing extras from Casablancas, a feature also used on "New York City Cops". "Trying Your Luck", the album's mellowest point, follows and shows more melancholic vocals. The last track on Is This It, "Take It or Leave It", is the only song in which Hammond used the bridge pickup of his Fender Stratocaster guitar. ## Packaging The international cover art of Is This It is by Colin Lane and features a photograph of a woman's rear and hip, with a leather-gloved hand suggestively resting on it. The model was Lane's then-girlfriend, who explained that the photoshoot was spontaneous and happened after she came out of the shower naked. Lane recalled that a stylist had left the glove in his apartment and noted, "We did about 10 shots. There was no real inspiration, I was just trying to take a sexy picture." The result was included in the book The Greatest Album Covers of All Time, in which Grant Scott, one of the editors, noted influences from the works of Helmut Newton and Guy Bourdin. Scott concluded, "It's either a stylish or graphically strong cover or a sexist Smell the Glove travesty." Although British retail chains HMV and Woolworths objected to the photograph, they stocked the album without amendment. For the American market and the October 2001 release, the cover art of Is This It was changed to a psychedelic photograph of subatomic particle tracks in a bubble chamber. The same image appears on the cover of The Scientist as Rebel by theoretical physicist Freeman Dyson. A portion of the image also appeared on Prince's 1990 album Graffiti Bridge. RCA product manager Dave Gottlieb commented that "it was straight up a band decision", while Gentles indicated that Casablancas had wanted it to appear globally. According to the band's manager, the frontman phoned him before the Japan and Europe release and said, "I found something even cooler than the ass picture." At the time, the Lane photograph was already at the presses and was included in the July and August 2001 versions. The Strokes' 2003 biography mentions the fear of objections from America's conservative retail industry and right-wing lobby as reasons for the artwork's alteration. The group deliberately left out the grammatically correct question mark from the album title because aesthetically, "it did not look right". The booklet insert contains stylized separate portraits of the Strokes, Raphael, Gentles, and Bowersock, all photographed by Lane. ## Promotion and release Following the album's completion, the Strokes performed at Philadelphia music venues every Wednesday of May 2001. The band revealed the track listing of Is This It on May 15. A June headlining tour of the UK and Ireland was also confirmed, and almost immediately after the announcement, some venues sold out. "Hard to Explain" was named as the album's first single with a release date of June 25 to coincide with the tour. At the time, Moretti stated, "In Britain, people are much more responsive ... I'm so psyched to be going back, every show we played people were enjoying it. There's a lot of people here in America who think we've had it too easy, but they have never really heard the music." Following the Strokes' June 20 show in Glasgow, Moretti suffered a fall and was hospitalized with a broken hand. Two of the last five UK gigs were canceled and a friend of the group, Matt Romano, flew to England to replace the injured drummer in the remaining concerts. In a press release, Gentles explained, "They will only carry on if they feel that they are 100% after rehearsing with Matt, as they wouldn't offer anything less to their fans." With Romano as a substitute, the band managed to satisfy the outstanding commitments. Live recorded versions of "Hard to Explain", its B-side "New York City Cops", and "Last Nite" from The Modern Age aired on the UK music show Top of the Pops on July 6, 2001. The Strokes headlined the T in the Park festival in Scotland on July 7 after alternative rock group Weezer pulled out. A large part of the month of July was spent performing in cities in the West Coasts of America and Canada. Is This It was released in Australia on July 30, 2001 to capitalize on the Strokes' recent tour of the country. The record was streamed on Australian websites by the band's distributor BMG and remained available for listening even after the CD release. Geoff Travis, head of the Strokes' UK label Rough Trade, commented that the Australian continent had "special dispensation" and that an export ban was put in place to ensure no interferences with release plans in the rest of the world. The Japanese release date of August 22 was timed to occur after two one-off shows by the band at the Summer Sonic Festival, while the UK release of August 27 coincided with the Reading and Leeds Festivals. The September 11 terrorist attacks in New York City postponed the group's CMJ Music Marathon performance, and shifted RCA's US release of Is This It from September 25 to October 9. The Strokes chose to replace the song "New York City Cops" on the CD version of the album with a newly recorded song, "When It Started", after they witnessed the "valiant response" of the city's police department during the tragedy. The vinyl release retained the original track list, as a result of its release falling on September 11. The song "Last Nite" was released as the second single from the album, in November 2001. The single was the group's first to enter the American charts, reaching the top five on the U.S. Modern Rock Tracks chart in late 2001. Meanwhile, the single obtained moderate success in the UK, peaking at number 14 on the UK Singles Chart. The song "Someday" was released as the third single from the album. It peaked at number 17 on the U.S. Alternative Songs chart and at number 27 on the U.K. Singles Chart. ## Reception ### Critical Is This It received widespread critical acclaim; aggregating website Metacritic reports a normalized rating of 91, based on 26 critical reviews. Joe Levy of Rolling Stone explained that the record is "the stuff of which legends are made", and summed it up as "more joyful and intense than anything else I've heard this year". Robert Christgau, writing in The Village Voice, described the Strokes as "a great groove band", and noted that "the beats implode, clashing/resolving with punky brevity and gnarly faux simplicity". In a perfect 10 review, NME reviewer John Robinson indicated that Is This It was one of the best debut LPs by a guitar band during the past 20 years. In contrast, Jon Monks of Stylus commented that its shallowness prevents it from ever being called a "classic". In his favorable A− review, David Browne of Entertainment Weekly conceded that he did not know whether the Strokes would have a long-term impact, but noted that, at the time, the record "just feels right, and sometimes that's enough". Mark Lepage of Blender claimed that Is This It is similar to the works of 1970s bands the Velvet Underground, Television and the Feelies. Pitchfork's Ryan Schreiber suggested that, while the work of the Velvet Underground is an obvious inspiration for the Strokes, the band's only similarity to the other groups is the confidence with which they perform. AllMusic's Heather Phares concluded, "Granted, their high-fashion appeal and faultless influences ... have 'critics' darlings' written all over them. But like the similarly lauded Elastica and Supergrass before them, the Strokes don't rehash the sounds that inspire them—they remake them in their own image." Is This It was named the best album of 2001 by Billboard, CMJ, Entertainment Weekly, NME, Playlouder, and Time. Magnet, Q, and The New Yorker included it in their respective unnumbered shortlists of the best records issued that year. It figured highly in other end-of-year best album lists: at number two by The Herald, at number three by Mojo, at number five by The New York Times, at number eight by Rolling Stone and by USA Today, at number nine by The Boston Phoenix, and at number ten by Kludge. The record featured at number two behind Bob Dylan's Love and Theft in The Village Voice's 2001 Pazz & Jop critics' poll, which aggregated the votes of 621 prominent reviewers. In 2002, Is This It was named Best Album at the NME Awards and Best International Album at the Meteor Music Awards. It was nominated in the latter category at the Brit Awards, where the Strokes won Best International Newcomer and received a nomination in the Best International Group category. The same year, the quintet won Band of the Year and Best New Act at the NME Awards and was nominated in the latter category at the MTV Europe Music Awards. ### Commercial Is This It was a commercial success and entered the UK Albums Chart at number two after first week sales of 48,393 copies. The record was listed at number 71 on the UK Albums Chart for 2001 and was certified gold by the British Phonographic Industry after charting continuously from its release in August to the end of the year. In the US, Is This It entered the Billboard 200 at number 74 after selling 16,000 units in the first week. 20,000 copies were shipped in America per week from October 2001 to January 2002, when a performance by the Strokes on the nationwide TV show Saturday Night Live caused a temporary rise in sales. A 60% increase allowed the album to reach a peak of number 33 on the Billboard 200 from its previous high of 63. Is This It was certified gold by the Recording Industry Association of America in February 2002 for shipments of 500,000 copies in the US, and by the Canadian Recording Industry Association in April for 50,000 units in Canada. In 2002, the album attained platinum status in the UK and in Australia for sales of 300,000 and 70,000 copies respectively. The average US weekly sales were 7,000 by October 2002, when the reissue of the album with a bonus DVD caused an increase. By October 2003, the record had spent 58 weeks on the Billboard 200 since its release two years earlier, selling 900,000 copies in America; two million copies were sold worldwide. Is This It was certified platinum in Canada in 2004 after 100,000 units were shipped there. By the start of 2006, the album had sold over 600,000 copies in UK and over one million units in the US. ## Legacy ### Influence Gary Mulholland of The Observer considers the release of Is This It a "world-changing moment" and notes that its impact was "immediate and dramatic" on both music and attire. BBC Radio 1's Zane Lowe suggests that the album moved popular opinion from DJs and pop music to "skinny jeans and guitars", "the template for rock 'n' roll in the modern day". Tam Gunn of FACT agrees and explains that it "caused a sea change" in mainstream music in the US and the UK, while Anthony Miccio of Stylus points out that the Strokes' success created the commercial context for "other new-wavers" to flourish. Rolling Stone writes that Is This It inspired "a ragged revolt" in Britain, led by the Libertines and Arctic Monkeys, and continued its influence in the US on the success of bands like Kings of Leon. The Observer shares a similar view and concludes that "a fine brood of heirs", like the Libertines and Franz Ferdinand, would not have existed and been successful if the Strokes had not reinvigorated "rock's obsession with having a good time". Jared Followill of Kings of Leon notes that the album was one of the main reasons that he wanted to get into a band; he states, "The title track was one of the first basslines I learned ... I was just 15 at the time." Jed Gottlieb of the Boston Herald argues that, although Is This It provided substantial musical influence, its biggest success was in revamping the music industry and making A&R delegates scout and promote alternative bands. Gunn links the success of alternative music in British charts throughout the 2000s to the album, but notes that "the copyists" could never match the attention to detail and heartfelt emotion of the Strokes. Mulholland adds that even the pop stars of that decade who rediscovered disco, electro, and synthpop owe a debt to the record, because its commercial success "made every forgotten art-pop experiment of the late 70s and early 80s instantly hip and ripe for reinvention". Hamish MacBain of NME writes that "the western world has moved on, and is now swinging to the tune of Is This It", while Pitchfork's Joe Colly suggests that "you only capture this kind of a lightning in a bottle once". Gunn concludes that, while the status of the album as the 2000s' most influential guitar record may be "a double-edged sword" because of poor quality copyists, its status as the decade's best pop album should not be in doubt. ### Accolades In 2003, Is This It was ranked at number seven in NME's editorial staff list of the 100 Best Albums. In 2005, Spin placed it at number 100 in its list of the 100 Greatest Albums, 1985–2005, while Stylus included it at number four in its list of the Top 50 Albums of 2000–2005. In 2006, Is This It was ranked at number 48 by The Observer in the publication's list of The 50 Albums That Changed Music, while Mojo featured it at number 33 in its list of 100 Modern Classics, 1993–2006. In 2007, Q included the record at number 21 in its editorial staff list of the 21 Albums That Changed Music. In 2008, Entertainment Weekly ranked it at number 34 in its list of the 100 Best Albums, 1983–2008. In 2009, Is This It was ranked as the best record of the 2000s by NME, ahead of the Libertines' Up the Bracket, and at number two by Rolling Stone, behind Radiohead's Kid A, in their respective lists decided by the publications' staff and music industry members. FACT placed it at number two behind Burial's Untrue in its editorial list of the 100 Best: Albums of the Decade, while Billboard featured it at number three in its critics' picks of the 20 Best Albums of the 2000s. The same year, The Observer included Is This It at number four in its Albums of the Decade list, while Uncut ranked it at number five in its list of The 150 Greatest Albums of the 21st Century. The Times placed it at number six in its list of The 100 Best Pop Albums of the Noughties, while Pitchfork featured it at number seven in its staff list of The Top 200 Albums of the 2000s. In 2010, Stylus ranked Is This It at number six in its list of the Top Albums of the previous decade. The record is included in both The Guardian's "1000 Albums To Hear Before You Die" and the book 1001 Albums You Must Hear Before You Die. In 2019, Is This It was ranked second on The Guardian's 100 Best Albums of the 21st Century list. Rolling Stone ranked it at number 367 in its 2003 list of The 500 Greatest Albums of All Time, significantly raising the album's ranking to number 199 in the 2012 revision. In the 2020 reboot of the list, Rolling Stone raised the rank of Is This It higher to number 114. ## Track listing ### Original release ### US release - The US CD version replaces "New York City Cops" with newly written track "When It Started", due to the September 11 attacks. - The bonus DVD portion of the reissue contains the music videos for the album's three singles and two previously unreleased live performances of the Strokes on MTV2. ## Personnel Credits adapted from liner notes. The Strokes - Julian Casablancas – vocals - Nick Valensi – guitar - Albert Hammond Jr. – guitar - Nikolai Fraiture – bass guitar - Fabrizio Moretti – drums Additional personnel - Gordon Raphael – production - J. P. Bowersock – consultation (credited as "guru") - Greg Calbi – mastering - Colin Lane – photography ## Charts ### Weekly charts ### Year-end charts ## Certifications } ## Release history ## See also - Album era
6,935,369
Hurricane Bob (1985)
1,165,418,909
Category 1 Atlantic hurricane
[ "1985 Atlantic hurricane season", "1985 natural disasters in the United States", "Category 1 Atlantic hurricanes", "Hurricanes in Florida", "Hurricanes in Maryland", "Hurricanes in New England", "Hurricanes in North Carolina", "Hurricanes in South Carolina", "Hurricanes in Virginia", "Hurricanes in Washington, D.C.", "Hurricanes in West Virginia", "Tropical cyclones in 1985" ]
Hurricane Bob was the first of six hurricanes to strike the United States during the 1985 Atlantic hurricane season. The second tropical storm and first hurricane of the year, Bob developed from a tropical wave on July 21 in the eastern Gulf of Mexico. Bob began moving east, making landfall southwestern Florida as a weak tropical storm. The storm then turned to the north and quickly intensified to hurricane status on July 24. The next day, it made landfall near Beaufort, South Carolina, becoming one of a record-tying six hurricanes to hit the United States during a single season. Bob quickly weakened over land, and was absorbed by a frontal trough over eastern West Virginia on July 26. Bob caused \$20 million in damage as well as five indirect deaths. In Florida, the storm produced heavy rainfall, peaking at over 20 inches (508 mm) in Everglades City. In most areas, the rainfall was beneficial due to dry conditions that had persisted throughout the year. Damage was minimal in South Carolina, where the hurricane made its final landfall. In Virginia, the storm spawned three tornadoes, one of which destroyed two houses. ## Meteorological history The remnants of a tropical wave entered the eastern Gulf of Mexico on July 20. An area of low pressure formed and developed into a tropical depression on July 21. Under weak steering currents, the tropical depression drifted southeast, then turned northeast and later east. Based on reports from Hurricane Hunters, the system intensified into Tropical Storm Bob late on July 22. Bob failed to organize significantly as it tracked east through the Gulf, and made landfall between Naples and Fort Myers, Florida, on July 23 as a 45 mph (70 km/h) tropical storm. At the time, most of the convection was concentrated south and east of the center. While moving across Florida, Bob turned to the northeast, then to the north. It subsequently left the peninsula, entering the Atlantic Ocean near Vero Beach early on July 24. As it moved over the warm waters of the Gulf Stream, it quickly organized and intensified into a Category 1 hurricane while 70 mi (115 km) east of Jacksonville, Florida. Because it was embedded within the western extension of the subtropical ridge, Bob retained higher-than-average atmospheric pressures throughout its lifespan. The hurricane continued north, and made landfall near Beaufort, South Carolina, early on July 25 while maintaining winds of 75 mph (120 km/h). Bob quickly weakened over land, decaying into a tropical storm three hours after landfall. About 12 hours later, it degenerated into a tropical depression near the North Carolina – Virginia border. Bob's remnants turned north-northeast, and were absorbed by a frontal trough over eastern West Virginia on July 26. An associated area of disturbed weather remained separate from the trough, and continued northeast through the Mid-Atlantic and New England. ## Preparations When Bob was designated a tropical storm, the National Hurricane Center issued gale warnings for the Florida Keys west of Craig Key, and from Flamingo to Venice. Gale warnings were later posted for the Atlantic coast of Florida northward through St. Augustine. Small craft south of St. Augustine were advised to remain in port. While the storm was situated off the east-central coast of Florida, the National Hurricane Center issued a gale warning and a hurricane watch from Savannah, Georgia, to Little River, South Carolina. The hurricane watch was upgraded to a hurricane warning after Bob's intensification to Category 1 status. Thousands of residents evacuated coastal areas of South Carolina, many of whom stayed at inland hotels; 850 people sought protection in shelters, including 500 at an elementary school in Horry County and 240 in a shelter in the Grand Strand. In Beaufort County, city and county offices were closed early and businesses were advised to send their workers home prematurely. Officials in Chatham County, Georgia, evacuated nursing homes on Tybee Island, and encouraged others to leave due to the potential for high tides to isolate the island by cutting off U.S. Route 80. ## Impact Hurricane Bob inflicted \$20 million in damages and caused five indirect deaths. Damage from the storm was not severe enough to justify retirement of the name "Bob", and as such it was re-used during the 1991 season. ### Florida In southern Florida, the heaviest rainfall remained to the south and east of the storm's center; 21.5 inches (546 mm) of precipitation was recorded in Everglades City. Northern parts of the state reported trace amounts to several inches of precipitation. At Naples, sustained winds reached 40 mph (65 km/h), with a peak gust of 58 mph (93 km/h). Rough surf and above-average tides caused moderate to severe beach erosion in portions of coastal Manatee, Sarasota, and Charlotte counties. Before landfall, Tropical Storm Bob spawned an F0 tornado in Brevard County that caused \$2,500 in damage (1985 USD, \$4,700 2006 USD) along its 1-mile (1.6 km) path. Tropical Storm Bob flooded roads and downed trees in Florida. Rough seas broke over sea walls in southwestern parts of the state, and the combination of high tides and heavy rain caused forced the closure of causeways to Sanibel Island and Marco Island, leaving the islands temporarily isolated. They were re-opened when the waters receded, though the causeway to Sanibel Island sustained some damage. Florida Power & Light Co. reported that 1,200 to 1,500 residences were without power on July 23. In Palm Beach County, rainfall from the storm caused agricultural damage. Overall damage was minimal and primarily confined to minor property near the coast. The storm's rainfall was beneficial in areas that had suffered dry conditions. In northeastern Florida and Georgia, beach erosion occurred along the coast. Bob was one of four July tropical cyclones to affect Palm Beach County since 1878. ### Carolinas The strongest winds from Hurricane Bob were confined to areas east of its center when it came ashore around 1 am Eastern Standard Time (EST). Along the barrier islands off the coast of Charleston, windows were broken and power lines knocked down. Further inland, the lack of damage in spite of high winds was described as "almost unbelievable". Georgetown, South Carolina, 105 miles (170 km) northeast of where the storm made landfall, recorded sustained winds of 58 mph (93 km/h), and a spiral rainband produced a peak wind gust of 83 mph (134 km/h) in Holden Beach. Upon moving ashore, the hurricane produced an estimated storm tide of 2.6 feet (0.79 m) in Edisto Beach. Rainfall in the Carolinas was moderate; portions of coastal South Carolina received over 5 inches (127 mm) of precipitation. Myrtle Beach reported a statewide peak of 7.79 inches (198 mm). Hurricane-force wind gusts downed trees and power lines, leaving over 32,000 people without power, including more than 25,000 in the Charleston area. Near the coast, high winds shattered windows. Strong waves broke over sea walls in Charleston, spilling floodwaters onto coastal streets and homes. Damage in the state was relatively light, and no serious injuries were reported. However, a gas station in Folly Beach was torn apart by the winds, and some structures along the coast sustained roof damage. In the Charleston Harbor, an empty tanker was forced aground on a sandbar by the winds. Throughout most areas, the storm was insignificant; a police sergeant in Summerville commented, "All we've had were some trees blown over, hardly enough to make it worth staying up so late." Much of North Carolina received over 1 inch (25.4 mm) of rain; as much as 7 inches (178 mm) fell in Beaufort County. The storm caused one traffic-related fatality in the state. ### Mid-Atlantic and New England In Virginia, a large band of thunderstorms associated with the hurricane brought strong winds and spawned three tornadoes. A funnel cloud formed in Albemarle County evolved into an F3 tornado after crossing into Greene County. It destroyed two houses and uprooted several trees, inflicting \$250,000 in damage (1985 USD, \$470,000 2006 USD). F0 tornadoes were also generated in Goochland County and Hanover County; the two tornadoes damaged a total of ten houses. Funnel clouds were sighted throughout the Baltimore-Washington Metropolitan Area. Heavy precipitation and high winds disrupted the 1985 Boy Scouts of America National Scout Jamboree at Fort A. P. Hill near Fredericksburg, Virginia, knocking over hundreds of tents and fifty portable toilets. One scout was struck by a falling gateway and several others sustained minor cuts and bruises. The storm produced winds of 48 mph (77 km/h) at the Ronald Reagan Washington National Airport, and about 30,000 people near Washington, D.C., and 125,000 in Baltimore were left without power. Moderate winds downed a sea plane near Hains Point in the Washington Channel. Rough seas capsized a few boats along the Potomac River, and rainfall from Bob's remnants forced the cancellation of a Richmond Braves game. and collapsed a house under construction in Great Falls, Maryland. A dam in Northeastern Virginia sustained storm-related damage. Slick roads led to several traffic accidents; one person in Washington, D.C., and three in Maryland were killed. High winds in the Washington, D.C., area also flipped over a pontoon-equipped Cessna 210 airplane near Hains Point, holding a five-man television crew. The crew, who worked for the television series Lime Street had been preparing to film a chase scene for the television drama. All five escaped the plane safely with the aid of the Metropolitan Police Department of the District of Columbia harbor patrol. Rainfall in the Mid-Atlantic and New England states was around 1 inch (25.4 mm), with isolated reports of over 3 inches (76 mm). About 0.5 inches (13 mm) of precipitation fell in Atlantic City, New Jersey, within a period of 10 minutes. In Maryland, the rainfall helped to relieve persistent dry conditions. ## See also - List of Atlantic hurricanes - List of United States hurricanes - List of Florida hurricanes - List of North Carolina hurricanes - List of New England hurricanes
8,805,604
1978 FA Cup final
1,158,848,835
Football match between Arsenal and Ipswich Town
[ "1977–78 FA Cup", "1978 sports events in London", "Arsenal F.C. matches", "FA Cup finals", "Ipswich Town F.C. matches", "May 1978 sports events in the United Kingdom" ]
The 1978 FA Cup final was an association football match between Arsenal and Ipswich Town on 6 May 1978 at the old Wembley Stadium, London. It was the final match of the 1977–78 FA Cup, the 97th season of the world's oldest football knockout competition, the FA Cup. Four-time winners Arsenal were appearing in their ninth final, whereas Ipswich Town were making their debut at Wembley and in their first FA Cup final. Each team had progressed through five rounds to reach the final. Ipswich had needed a replay in the fifth round to proceed past Bristol Rovers while Arsenal won all of their ties at the first time of asking and went into the final as clear favourites. The game was watched by a stadium crowd of around 100,000 and was broadcast live on television and radio. Ipswich dominated the match, hitting the woodwork three times (including twice from John Wark) before Roger Osborne scored the only goal of the game with a left-foot shot, as Ipswich triumphed 1–0. It remains Ipswich Town's only FA Cup triumph to date and they have not appeared in the final since. Arsenal returned to Wembley the following season and won the 1979 FA Cup Final over Manchester United. ## Route to the final The FA Cup is English football's primary cup competition. Clubs in the highest tier of English football enter the FA Cup in the third round and are selected randomly out of a hat with the remaining clubs. If a match is drawn, a replay comes into force, ordinarily at the ground of the team who were away for the first game. As with league fixtures, FA Cup matches are subject to change in the event of games being selected for television coverage and this often can be influenced by clashes with other competitions. ### Arsenal Arsenal entered the 1977–78 FA Cup in the third round where they faced Second Division team Sheffield United at Bramall Lane. Four goals in a ten-minute spell in the first half, from David O'Leary, Malcolm Macdonald (2) and Frank Stapleton, effectively ended the match as a contest. United had missed a penalty after O'Leary's opener and conceded a fifth to Stapleton in the second half, as Arsenal proceeded to the fourth round with a 5–0 victory. Wolverhampton Wanderers were Arsenal's fourth round opponents at Highbury. In front of a crowd of nearly 50,000, Wolves made the better start but Alan Sunderland's header from a Macdonald cross gave Arsenal a lead against the run of play. Kenny Hibbitt equalised but the game was decided in the final minutes when Wolves' defender Bob Hazell was sent off; Macdonald scored the winner seconds later. The fifth round saw Arsenal drawn at home against Walsall, against whom, in the 1932–33 FA Cup they had lost 2–0 in what is regarded as one of the greatest FA Cup upsets in the history of the competition. The upset was not repeated as Arsenal won 4–1 with goals from Stapleton (2), Macdonald and Sunderland; Alan Buckley scored the consolation for Walsall. Welsh third-tier side Wrexham were Arsenal's sixth round opponents, the match taking place in front of 25,000 supporters at the Racecourse Ground. An early header from Wrexham's prolific striker Dixie McNeil went wide of Pat Jennings' post and 25 minutes in, Macdonald tapped home after Stapleton's header was parried by Wrexham goalkeeper Eddie Niedzwiecki. Wrexham increased their tempo and were denied by the referee as he disallowed a Bobby Shinton goal for offside. The Welsh side equalised midway through the second half, with a McNeil header, his eleventh goal of his FA Cup campaign. Arsenal quickly retook the lead through a Sunderland header, and extended it to 3–1 in the 73rd minute after a Liam Brady slice was delicately finished by Willie Young. Graham Whittle pulled one back for Wrexham with ten minutes to go but the match ended 3–2 and Arsenal were through. The semi-final, played at Chelsea's Stamford Bridge as a neutral venue, was against lower-league Orient who had already knocked out First Division teams Norwich City, Chelsea and Middlesbrough. Arsenal took the lead in the fifteenth minute through a deflected Macdonald strike, and doubled their advantage three minutes later as Macdonald scored again, this time courtesy of a deflection by Orient defender Glenn Roeder. Graham Rix extended the North London club's lead midway through the second half to see Arsenal into the final as 3–0 victors. ### Ipswich Town Ipswich's first game in the 1977–78 FA Cup was away at Second Division Welsh club Cardiff City in the third round. As Ipswich were in a poor run of form both domestically and in European competition, manager Bobby Robson had declared the FA Cup contest against Cardiff as "the most important match the club is going to play this season". Ipswich won the match 2–0 with both goals coming from Paul Mariner, the England international centre forward. The match also saw captain Mick Mills making his 494th appearance for Ipswich, a club record. Ipswich were drawn against Fourth Division Hartlepool United in the fourth round. A controversial penalty awarded to Ipswich in the sixth minute was converted by Colin Viljoen after Derrick Downing was adjudged to have fouled Mariner. Ipswich extended their lead with a second from Mariner before Downing pulled one back for Hartlepool. Second half goals from Brian Talbot and Viljoen ended the tie 4–1 in favour of the East Anglian team who progressed to the fifth round where they faced Bristol Rovers. The game was played on a frozen Eastville Stadium pitch and the lower league team came into the match against Ipswich having lost just two of their previous fourteen matches. A Talbot throw-in was collected by Clive Woods whose cross was converted by Robin Turner. Rovers' equaliser came early in the second half as Ipswich goalkeeper Paul Cooper failed to clear a corner which was subsequently headed in by midfielder David Williams. Fifteen minutes later, the Bristol club took the lead, Williams scoring after a Russell Osman clearance. Bobby Gould then scored for Rovers but the goal was disallowed and with four minutes to go, Mariner secured an equaliser to send the game to a replay at Portman Road. Ipswich pressed early on but with no reward for their domination and had to wait until the 26th minute to capitalise. A corner from Woods was converted by Mick Mills at the far post. As Rovers went in search of an equaliser, Mariner scored following good passing work from Allan Hunter and Mills. Woods scored a third with ten minutes remaining to end the match 3–0 and send Ipswich into the sixth round to face Millwall. The match at The Den had just commenced when George Burley's speculative effort found the back of the Millwall net prompting violence in the terraces. The fighting spilled onto the pitch and forced a 17-minute delay in the match, after which Ipswich continued to dominate but could not extend their lead. Early in the second half, a goal-line clearance from Millwall's Jon Moore fell to Mariner who finished it to double Ipswich's lead. Mariner scored again with fifteen minutes to go, tapping in from a Turner cross. Dave Mehmet pulled one back for Millwall after a Barry Kitchener effort was saved by Cooper, but Ipswich then scored three times in as many minutes. Wark, Talbot and Mariner (completing his hat-trick) added to the scoreline which ended 6–1 and Ipswich progressed. The semi-final, against West Bromwich Albion, was played at Arsenal's Highbury as a neutral venue. The opening goal came from a diving header: Talbot displayed "outrageous bravery" to score at the near post from a Mills cross. Injured in doing so, Talbot was forced to withdraw from the match and sustained three stitches and concussion. Ipswich extended their lead in the 21st minute after Cyrille Regis failed to clear a Mick Lambert corner which was turned in by Mills. Hunter gave away a penalty with less than thirteen minutes to go which was duly converted by Tony Brown but Wark restored the two-goal lead with a late header from a Woods corner. The match ended 3–1 and Ipswich had qualified for their first ever FA Cup final and first visit to Wembley Stadium. ## Pre-match Arsenal were appearing in the final of the FA Cup for the first time since their defeat to Leeds United in the 1972 final. They had won the cup on four other occasions (in 1930, 1936, 1950 and 1971) and were making their ninth appearance in the FA Cup final overall. Ipswich were considered underdogs: bookmaker William Hill offered odds of 9/4 on an Ipswich win and evens on an Arsenal win the day before the match. David Lacey, writing in The Guardian, suggested that Arsenal were favourites to win because of doubts over the fitness of Ipswich defender Allan Hunter and the mediocre league form of the East Anglian club during the 1977–78 season which saw Ipswich finish eighteenth, while Arsenal ended in fifth position. The Reading Evening Post also considered Ipswich to be underdogs, noting that Arsenal had won three of their last four matches, while Ipswich were "bludgeoned by injury" and had lost 6–1 in their last match against Aston Villa. Bobby Robson was content with the underdog label: "Being the underdogs helps ease the tension and that suits us fine ... Arsenal seem to be most people's choice this time, but that does not worry us in the least." The final was televised by the BBC as part of their Grandstand show. David Coleman was the main commentator for the BBC with punditry from Jimmy Hill, Lawrie McMenemy and Trevor Brooking. ITV also broadcast the match live in its World of Sport programme, and BBC Radio 2 provided radio commentary. Although two days of rain had preceded the final, the conditions were good for the match with sunny skies. Before the match, the players were presented to Princess Alexandra, The Honourable Lady Ogilvy, and her husband Angus Ogilvy. ## Match ### Summary The match, the fiftieth FA Cup final held at Wembley, kicked off in warm sunshine in front of a crowd of around 100,000, refereed by Derek Nippard. Arsenal kicked off and were initially dominant with as O'Leary shot past the post from an Alan Hudson cross. At the other end, a Mariner strike from a Woods header beat Jennings' dive but was off-target. After fifteen minutes, Talbot was beginning to establish himself as the main power in midfield. Along with Kevin Beattie making runs from defence, Ipswich began to over-run their opposing midfielders Liam Brady and Hudson, forcing them to play deeper in their own half. Twenty-year-old David Geddis caused the Arsenal left side of defence problems, passing to Woods on the right side of the pitch whose cross was missed by Osborne but struck well by Mariner only for him to see it ricochet off the bar. Geddis then saw his bouncing shot saved by Jennings and Arsenal's Macdonald cleared another attempt. The first half ended goalless. In the 52nd minute, Mariner set Wark up by the edge of the Arsenal penalty area: the Scotsman's firm shot struck the upright, once again leaving Jennings stranded. O'Leary initiated a rare attack for the London club and created an opportunity for Sunderland who saw the ball saved at his feet by Ipswich's goalkeeper Cooper. Brady was substituted in the 65th minute for Rix. Woods and Talbot then combined to set Wark up once again but his first-time shot rebounded off the post. It was Burley's turn next to trouble the Arsenal goal: his header from Woods' cross produced an exceptional save from Jennings to keep the scores level at 0–0. With thirteen minutes left, Geddis took the ball and advanced towards the opposition penalty area, and drove in a low shot at a difficult angle. Arsenal's Young stuck out a foot to defend it and deflected the ball to Roger Osborne who shot past Jennings with a first-time left-footed shot from 10 yards (9.1 m) to put Ipswich ahead. Osborne was soon substituted for Lambert and Ipswich continued to dominate the game until the final whistle. ### Details ## Post-match Ipswich's manager Bobby Robson was delighted: "What a day for us. We deserved it. We played some decent football didn't we?" While he singled out Mariner for particular praise, Robson noted "the whole team played well ... everything went right for us". Osborne later revealed that his substitution came about as a result of him being overcome with emotion and feeling faint having scored the late goal. Arsenal manager Terry Neill was less positive about his team's performance: "I am not going to say very much ... then I'm going to piss off to have a drink". He went on to compliment Ipswich, noting that "we didn't play as well as we can do, but Ipswich deserved it today, no doubt about that". Arsenal captain Pat Rice apologised to fans stating that Arsenal were "lucky to escape with just a 1–0 defeat". As of 2023 it remains Ipswich Town's only FA Cup triumph and they have not appeared in the final since, although they did appear in the semi-finals three years later. Their only major trophy since then is the UEFA Cup in 1981. As of 2023, Arsenal hold the record for the most appearances in the FA Cup final (21) and the most FA Cup final wins (14).
50,397
Cerebellum
1,173,671,957
Structure at the rear of the vertebrate brain, beneath the cerebrum
[ "Cerebellum", "Motor system" ]
The cerebellum (: cerebella or cerebellums; Latin for "little brain") is a major feature of the hindbrain of all vertebrates. Although usually smaller than the cerebrum, in some animals such as the mormyrid fishes it may be as large as it or even larger. In humans, the cerebellum plays an important role in motor control. It may also be involved in some cognitive functions such as attention and language as well as emotional control such as regulating fear and pleasure responses, but its movement-related functions are the most solidly established. The human cerebellum does not initiate movement, but contributes to coordination, precision, and accurate timing: it receives input from sensory systems of the spinal cord and from other parts of the brain, and integrates these inputs to fine-tune motor activity. Cerebellar damage produces disorders in fine movement, equilibrium, posture, and motor learning in humans. Anatomically, the human cerebellum has the appearance of a separate structure attached to the bottom of the brain, tucked underneath the cerebral hemispheres. Its cortical surface is covered with finely spaced parallel grooves, in striking contrast to the broad irregular convolutions of the cerebral cortex. These parallel grooves conceal the fact that the cerebellar cortex is actually a continuous thin layer of tissue tightly folded in the style of an accordion. Within this thin layer are several types of neurons with a highly regular arrangement, the most important being Purkinje cells and granule cells. This complex neural organization gives rise to a massive signal-processing capability, but almost all of the output from the cerebellar cortex passes through a set of small deep nuclei lying in the white matter interior of the cerebellum. In addition to its direct role in motor control, the cerebellum is necessary for several types of motor learning, most notably learning to adjust to changes in sensorimotor relationships. Several theoretical models have been developed to explain sensorimotor calibration in terms of synaptic plasticity within the cerebellum. These models derive from those formulated by David Marr and James Albus, based on the observation that each cerebellar Purkinje cell receives two dramatically different types of input: one comprises thousands of weak inputs from the parallel fibers of the granule cells; the other is an extremely strong input from a single climbing fiber. The basic concept of the Marr–Albus theory is that the climbing fiber serves as a "teaching signal", which induces a long-lasting change in the strength of parallel fiber inputs. Observations of long-term depression in parallel fiber inputs have provided some support for theories of this type, but their validity remains controversial. ## Structure At the level of gross anatomy, the cerebellum consists of a tightly folded layer of cortex, with white matter underneath and a fluid-filled ventricle at the base. Four deep cerebellar nuclei are embedded in the white matter. Each part of the cortex consists of the same small set of neuronal elements, laid out in a highly stereotyped geometry. At an intermediate level, the cerebellum and its auxiliary structures can be separated into several hundred or thousand independently functioning modules called "microzones" or "microcompartments". ### Gross anatomy The cerebellum is located in the posterior cranial fossa. The fourth ventricle, pons and medulla are in front of the cerebellum. It is separated from the overlying cerebrum by a layer of leathery dura mater, the tentorium cerebelli; all of its connections with other parts of the brain travel through the pons. Anatomists classify the cerebellum as part of the metencephalon, which also includes the pons; the metencephalon is the upper part of the rhombencephalon or "hindbrain". Like the cerebral cortex, the cerebellum is divided into two cerebellar hemispheres; it also contains a narrow midline zone (the vermis). A set of large folds is, by convention, used to divide the overall structure into 10 smaller "lobules". Because of its large number of tiny granule cells, the cerebellum contains more neurons than the total from the rest of the brain, but takes up only 10% of the total brain volume. The number of neurons in the cerebellum is related to the number of neurons in the neocortex. There are about 3.6 times as many neurons in the cerebellum as in the neocortex, a ratio that is conserved across many different mammalian species. The unusual surface appearance of the cerebellum conceals the fact that most of its volume is made up of a very tightly folded layer of gray matter: the cerebellar cortex. Each ridge or gyrus in this layer is called a folium. It is estimated that, if the human cerebellar cortex were completely unfolded, it would give rise to a layer of neural tissue about 1 meter long and averaging 5 centimeters wide—a total surface area of about 500 square cm, packed within a volume of dimensions 6 cm × 5 cm × 10 cm. Underneath the gray matter of the cortex lies white matter, made up largely of myelinated nerve fibers running to and from the cortex. Embedded within the white matter—which is sometimes called the arbor vitae (tree of life) because of its branched, tree-like appearance in cross-section—are four deep cerebellar nuclei, composed of gray matter. Connecting the cerebellum to different parts of the nervous system are three paired cerebellar peduncles. These are the superior cerebellar peduncle, the middle cerebellar peduncle and the inferior cerebellar peduncle, named by their position relative to the vermis. The superior cerebellar peduncle is mainly an output to the cerebral cortex, carrying efferent fibers via thalamic nuclei to upper motor neurons in the cerebral cortex. The fibers arise from the deep cerebellar nuclei. The middle cerebellar peduncle is connected to the pons and receives all of its input from the pons mainly from the pontine nuclei. The input to the pons is from the cerebral cortex and is relayed from the pontine nuclei via transverse pontine fibers to the cerebellum. The middle peduncle is the largest of the three and its afferent fibers are grouped into three separate fascicles taking their inputs to different parts of the cerebellum. The inferior cerebellar peduncle receives input from afferent fibers from the vestibular nuclei, spinal cord and the tegmentum. Output from the inferior peduncle is via efferent fibers to the vestibular nuclei and the reticular formation. The whole of the cerebellum receives modulatory input from the inferior olivary nucleus via the inferior cerebellar peduncle. #### Subdivisions Based on the surface appearance, three lobes can be distinguished within the cerebellum: the anterior lobe (above the primary fissure), the posterior lobe (below the primary fissure), and the flocculonodular lobe (below the posterior fissure). These lobes divide the cerebellum from rostral to caudal (in humans, top to bottom). In terms of function, however, there is a more important distinction along the medial-to-lateral dimension. Leaving out the flocculonodular lobe, which has distinct connections and functions, the cerebellum can be parsed functionally into a medial sector called the spinocerebellum and a larger lateral sector called the cerebrocerebellum. A narrow strip of protruding tissue along the midline is called the cerebellar vermis. (Vermis is Latin for "worm".) The smallest region, the flocculonodular lobe, is often called the vestibulocerebellum. It is the oldest part in evolutionary terms (archicerebellum) and participates mainly in balance and spatial orientation; its primary connections are with the vestibular nuclei, although it also receives visual and other sensory input. Damage to this region causes disturbances of balance and gait. The medial zone of the anterior and posterior lobes constitutes the spinocerebellum, also known as paleocerebellum. This sector of the cerebellum functions mainly to fine-tune body and limb movements. It receives proprioceptive input from the dorsal columns of the spinal cord (including the spinocerebellar tract) and from the cranial trigeminal nerve, as well as from visual and auditory systems. It sends fibers to deep cerebellar nuclei that, in turn, project to both the cerebral cortex and the brain stem, thus providing modulation of descending motor systems. The lateral zone, which in humans is by far the largest part, constitutes the cerebrocerebellum, also known as neocerebellum. It receives input exclusively from the cerebral cortex (especially the parietal lobe) via the pontine nuclei (forming cortico-ponto-cerebellar pathways), and sends output mainly to the ventrolateral thalamus (in turn connected to motor areas of the premotor cortex and primary motor area of the cerebral cortex) and to the red nucleus. There is disagreement about the best way to describe the functions of the lateral cerebellum: It is thought to be involved in planning movement that is about to occur, in evaluating sensory information for action, and in a number of purely cognitive functions, such as determining the verb which best fits with a certain noun (as in "sit" for "chair"). ### Microanatomy Two types of neuron play dominant roles in the cerebellar circuit: Purkinje cells and granule cells. Three types of axons also play dominant roles: mossy fibers and climbing fibers (which enter the cerebellum from outside), and parallel fibers (which are the axons of granule cells). There are two main pathways through the cerebellar circuit, originating from mossy fibers and climbing fibers, both eventually terminating in the deep cerebellar nuclei. Mossy fibers project directly to the deep nuclei, but also give rise to the following pathway: mossy fibers → granule cells → parallel fibers → Purkinje cells → deep nuclei. Climbing fibers project to Purkinje cells and also send collaterals directly to the deep nuclei. The mossy fiber and climbing fiber inputs each carry fiber-specific information; the cerebellum also receives dopaminergic, serotonergic, noradrenergic, and cholinergic inputs that presumably perform global modulation. The cerebellar cortex is divided into three layers. At the bottom lies the thick granular layer, densely packed with granule cells, along with interneurons, mainly Golgi cells but also including Lugaro cells and unipolar brush cells. In the middle lies the Purkinje layer, a narrow zone that contains the cell bodies of Purkinje cells and Bergmann glial cells. At the top lies the molecular layer, which contains the flattened dendritic trees of Purkinje cells, along with the huge array of parallel fibers penetrating the Purkinje cell dendritic trees at right angles. This outermost layer of the cerebellar cortex also contains two types of inhibitory interneuron: stellate cells and basket cells. Both stellate and basket cells form GABAergic synapses onto Purkinje cell dendrites. #### Molecular layer The top, outermost layer of the cerebellar cortex is the molecular layer. This layer contains the flattened dendritic trees of Purkinje cells, and the huge array of parallel fibers, from the granular layer, that penetrate the Purkinje cell dendritic trees at right angles. The molecular layer also contains two types of inhibitory interneuron: stellate cells and basket cells. Both stellate and basket cells form GABAergic synapses onto Purkinje cell dendrites. #### Purkinje layer Purkinje cells are among the most distinctive neurons in the brain, and one of the earliest types to be recognized—they were first described by the Czech anatomist Jan Evangelista Purkyně in 1837. They are distinguished by the shape of their dendritic tree: the dendrites branch very profusely, but are severely flattened in a plane perpendicular to the cerebellar folds. Thus, the dendrites of a Purkinje cell form a dense planar net, through which parallel fibers pass at right angles. The dendrites are covered with dendritic spines, each of which receives synaptic input from a parallel fiber. Purkinje cells receive more synaptic inputs than any other type of cell in the brain—estimates of the number of spines on a single human Purkinje cell run as high as 200,000. The large, spherical cell bodies of Purkinje cells are packed into a narrow layer (one cell thick) of the cerebellar cortex, called the Purkinje layer. After emitting collaterals that affect nearby parts of the cortex, their axons travel into the deep cerebellar nuclei, where they make on the order of 1,000 contacts each with several types of nuclear cells, all within a small domain. Purkinje cells use GABA as their neurotransmitter, and therefore exert inhibitory effects on their targets. Purkinje cells form the heart of the cerebellar circuit, and their large size and distinctive activity patterns have made it relatively easy to study their response patterns in behaving animals using extracellular recording techniques. Purkinje cells normally emit action potentials at a high rate even in the absence of the synaptic input. In awake, behaving animals, mean rates averaging around 40 Hz are typical. The spike trains show a mixture of what are called simple and complex spikes. A simple spike is a single action potential followed by a refractory period of about 10 ms; a complex spike is a stereotyped sequence of action potentials with very short inter-spike intervals and declining amplitudes. Physiological studies have shown that complex spikes (which occur at baseline rates around 1 Hz and never at rates much higher than 10 Hz) are reliably associated with climbing fiber activation, while simple spikes are produced by a combination of baseline activity and parallel fiber input. Complex spikes are often followed by a pause of several hundred milliseconds during which simple spike activity is suppressed. A specific, recognizable feature of Purkinje neurons is the expression of calbindin. Calbindin staining of rat brain after unilateral chronic sciatic nerve injury suggests that Purkinje neurons may be newly generated in the adult brain, initiating the organization of new cerebellar lobules. #### Granular layer Cerebellar granule cells, in contrast to Purkinje cells, are among the smallest neurons in the brain. They are also the most numerous neurons in the brain: In humans, estimates of their total number average around 50 billion, which means that about 3/4 of the brain's neurons are cerebellar granule cells. Their cell bodies are packed into a thick layer at the bottom of the cerebellar cortex. A granule cell emits only four to five dendrites, each of which ends in an enlargement called a dendritic claw. These enlargements are sites of excitatory input from mossy fibers and inhibitory input from Golgi cells. The thin, unmyelinated axons of granule cells rise vertically to the upper (molecular) layer of the cortex, where they split in two, with each branch traveling horizontally to form a parallel fiber; the splitting of the vertical branch into two horizontal branches gives rise to a distinctive "T" shape. A human parallel fiber runs for an average of 3 mm in each direction from the split, for a total length of about 6 mm (about 1/10 of the total width of the cortical layer). As they run along, the parallel fibers pass through the dendritic trees of Purkinje cells, contacting one of every 3–5 that they pass, making a total of 80–100 synaptic connections with Purkinje cell dendritic spines. Granule cells use glutamate as their neurotransmitter, and therefore exert excitatory effects on their targets. Granule cells receive all of their input from mossy fibers, but outnumber them by 200 to 1 (in humans). Thus, the information in the granule cell population activity state is the same as the information in the mossy fibers, but recoded in a much more expansive way. Because granule cells are so small and so densely packed, it is difficult to record their spike activity in behaving animals, so there is little data to use as a basis for theorizing. The most popular concept of their function was proposed in 1969 by David Marr, who suggested that they could encode combinations of mossy fiber inputs. The idea is that with each granule cell receiving input from only 4–5 mossy fibers, a granule cell would not respond if only a single one of its inputs were active, but would respond if more than one were active. This combinatorial coding scheme would potentially allow the cerebellum to make much finer distinctions between input patterns than the mossy fibers alone would permit. #### Mossy fibers Mossy fibers enter the granular layer from their points of origin, many arising from the pontine nuclei, others from the spinal cord, vestibular nuclei etc. In the human cerebellum, the total number of mossy fibers has been estimated at 200 million. These fibers form excitatory synapses with the granule cells and the cells of the deep cerebellar nuclei. Within the granular layer, a mossy fiber generates a series of enlargements called rosettes. The contacts between mossy fibers and granule cell dendrites take place within structures called glomeruli. Each glomerulus has a mossy fiber rosette at its center, and up to 20 granule cell dendritic claws contacting it. Terminals from Golgi cells infiltrate the structure and make inhibitory synapses onto the granule cell dendrites. The entire assemblage is surrounded by a sheath of glial cells. Each mossy fiber sends collateral branches to several cerebellar folia, generating a total of 20–30 rosettes; thus a single mossy fiber makes contact with an estimated 400–600 granule cells. #### Climbing fibers Purkinje cells also receive input from the inferior olivary nucleus on the contralateral side of the brainstem via climbing fibers. Although the inferior olive lies in the medulla oblongata and receives input from the spinal cord, brainstem and cerebral cortex, its output goes entirely to the cerebellum. A climbing fiber gives off collaterals to the deep cerebellar nuclei before entering the cerebellar cortex, where it splits into about 10 terminal branches, each of which gives input to a single Purkinje cell. In striking contrast to the 100,000-plus inputs from parallel fibers, each Purkinje cell receives input from exactly one climbing fiber; but this single fiber "climbs" the dendrites of the Purkinje cell, winding around them and making a total of up to 300 synapses as it goes. The net input is so strong that a single action potential from a climbing fiber is capable of producing an extended complex spike in the Purkinje cell: a burst of several spikes in a row, with diminishing amplitude, followed by a pause during which activity is suppressed. The climbing fiber synapses cover the cell body and proximal dendrites; this zone is devoid of parallel fiber inputs. Climbing fibers fire at low rates, but a single climbing fiber action potential induces a burst of several action potentials in a target Purkinje cell (a complex spike). The contrast between parallel fiber and climbing fiber inputs to Purkinje cells (over 100,000 of one type versus exactly one of the other type) is perhaps the most provocative feature of cerebellar anatomy, and has motivated much of the theorizing. In fact, the function of climbing fibers is the most controversial topic concerning the cerebellum. There are two schools of thought, one following Marr and Albus in holding that climbing fiber input serves primarily as a teaching signal, the other holding that its function is to shape cerebellar output directly. Both views have been defended in great length in numerous publications. In the words of one review, "In trying to synthesize the various hypotheses on the function of the climbing fibers, one has the sense of looking at a drawing by Escher. Each point of view seems to account for a certain collection of findings, but when one attempts to put the different views together, a coherent picture of what the climbing fibers are doing does not appear. For the majority of researchers, the climbing fibers signal errors in motor performance, either in the usual manner of discharge frequency modulation or as a single announcement of an 'unexpected event'. For other investigators, the message lies in the degree of ensemble synchrony and rhythmicity among a population of climbing fibers." #### Deep nuclei The deep nuclei of the cerebellum are clusters of gray matter lying within the white matter at the core of the cerebellum. They are, with the minor exception of the nearby vestibular nuclei, the sole sources of output from the cerebellum. These nuclei receive collateral projections from mossy fibers and climbing fibers as well as inhibitory input from the Purkinje cells of the cerebellar cortex. The four nuclei (dentate, globose, emboliform, and fastigial) each communicate with different parts of the brain and cerebellar cortex. (The globose and the emboliform nuclei are also referred to as combined in the interposed nucleus). The fastigial and interposed nuclei belong to the spinocerebellum. The dentate nucleus, which in mammals is much larger than the others, is formed as a thin, convoluted layer of gray matter, and communicates exclusively with the lateral parts of the cerebellar cortex. The flocculus of the flocculonodular lobe is the only part of the cerebellar cortex that does not project to the deep nuclei—its output goes to the vestibular nuclei instead. The majority of neurons in the deep nuclei have large cell bodies and spherical dendritic trees with a radius of about 400 μm, and use glutamate as their neurotransmitter. These cells project to a variety of targets outside the cerebellum. Intermixed with them are a lesser number of small cells, which use GABA as a neurotransmitter and project exclusively to the inferior olivary nucleus, the source of climbing fibers. Thus, the nucleo-olivary projection provides an inhibitory feedback to match the excitatory projection of climbing fibers to the nuclei. There is evidence that each small cluster of nuclear cells projects to the same cluster of olivary cells that send climbing fibers to it; there is strong and matching topography in both directions. When a Purkinje cell axon enters one of the deep nuclei, it branches to make contact with both large and small nuclear cells, but the total number of cells contacted is only about 35 (in cats). Conversely, a single deep nuclear cell receives input from approximately 860 Purkinje cells (again in cats). #### Compartments From the viewpoint of gross anatomy, the cerebellar cortex appears to be a homogeneous sheet of tissue, and, from the viewpoint of microanatomy, all parts of this sheet appear to have the same internal structure. There are, however, a number of respects in which the structure of the cerebellum is compartmentalized. There are large compartments that are generally known as zones; these can be divided into smaller compartments known as microzones. The first indications of compartmental structure came from studies of the receptive fields of cells in various parts of the cerebellar cortex. Each body part maps to specific points in the cerebellum, but there are numerous repetitions of the basic map, forming an arrangement that has been called "fractured somatotopy". A clearer indication of compartmentalization is obtained by immunostaining the cerebellum for certain types of protein. The best-known of these markers are called "zebrins", because staining for them gives rise to a complex pattern reminiscent of the stripes on a zebra. The stripes generated by zebrins and other compartmentalization markers are oriented perpendicular to the cerebellar folds—that is, they are narrow in the mediolateral direction, but much more extended in the longitudinal direction. Different markers generate different sets of stripes, the widths and lengths vary as a function of location, but they all have the same general shape. Oscarsson in the late 1970s proposed that these cortical zones can be partitioned into smaller units called microzones. A microzone is defined as a group of Purkinje cells all having the same somatotopic receptive field. Microzones were found to contain on the order of 1000 Purkinje cells each, arranged in a long, narrow strip, oriented perpendicular to the cortical folds. Thus, as the adjoining diagram illustrates, Purkinje cell dendrites are flattened in the same direction as the microzones extend, while parallel fibers cross them at right angles. It is not only receptive fields that define the microzone structure: The climbing fiber input from the inferior olivary nucleus is equally important. The branches of a climbing fiber (usually numbering about 10) usually activate Purkinje cells belonging to the same microzone. Moreover, olivary neurons that send climbing fibers to the same microzone tend to be coupled by gap junctions, which synchronize their activity, causing Purkinje cells within a microzone to show correlated complex spike activity on a millisecond time scale. Also, the Purkinje cells belonging to a microzone all send their axons to the same small cluster of output cells within the deep cerebellar nuclei. Finally, the axons of basket cells are much longer in the longitudinal direction than in the mediolateral direction, causing them to be confined largely to a single microzone. The consequence of all this structure is that cellular interactions within a microzone are much stronger than interactions between different microzones. In 2005, Richard Apps and Martin Garwicz summarized evidence that microzones themselves form part of a larger entity they call a multizonal microcomplex. Such a microcomplex includes several spatially separated cortical microzones, all of which project to the same group of deep cerebellar neurons, plus a group of coupled olivary neurons that project to all of the included microzones as well as to the deep nuclear area. ### Blood supply The cerebellum is provided with blood from three paired major arteries: the superior cerebellar artery (SCA), the anterior inferior cerebellar artery (AICA), and the posterior inferior cerebellar artery (PICA). The SCA supplies the upper region of the cerebellum. It divides at the upper surface and branches into the pia mater where the branches anastomose with those of the anterior and posterior inferior cerebellar arteries. The AICA supplies the front part of the undersurface of the cerebellum. The PICA arrives at the undersurface, where it divides into a medial branch and a lateral branch. The medial branch continues backward to the cerebellar notch between the two hemispheres of the cerebellum; while the lateral branch supplies the under surface of the cerebellum, as far as its lateral border, where it anastomoses with the AICA and the SCA. ## Function The strongest clues to the function of the cerebellum have come from examining the consequences of damage to it. Animals and humans with cerebellar dysfunction show, above all, problems with motor control, on the same side of the body as the damaged part of the cerebellum. They continue to be able to generate motor activity but lose precision, producing erratic, uncoordinated, or incorrectly timed movements. A standard test of cerebellar function is to reach with the tip of the finger for a target at arm's length: A healthy person will move the fingertip in a rapid straight trajectory, whereas a person with cerebellar damage will reach slowly and erratically, with many mid-course corrections. Deficits in non-motor functions are more difficult to detect. Thus, the general conclusion reached decades ago is that the basic function of the cerebellum is to calibrate the detailed form of a movement, not to initiate movements or to decide which movements to execute. Prior to the 1990s the function of the cerebellum was almost universally believed to be purely motor-related, but newer findings have brought that view into question. Functional imaging studies have shown cerebellar activation in relation to language, attention, and mental imagery; correlation studies have shown interactions between the cerebellum and non-motor areas of the cerebral cortex; and a variety of non-motor symptoms have been recognized in people with damage that appears to be confined to the cerebellum. In particular, the cerebellar cognitive affective syndrome or Schmahmann's syndrome has been described in adults and children. Estimates based on functional mapping of the cerebellum using functional MRI suggest that more than half of the cerebellar cortex is interconnected with association zones of the cerebral cortex. Kenji Doya has argued that the cerebellum's function is best understood not in terms of the behaviors it affects, but the neural computations it performs; the cerebellum consists of a large number of more or less independent modules, all with the same geometrically regular internal structure, and therefore all, it is presumed, performing the same computation. If the input and output connections of a module are with motor areas (as many are), then the module will be involved in motor behavior; but, if the connections are with areas involved in non-motor cognition, the module will show other types of behavioral correlates. Thus the cerebellum has been implicated in the regulation of many differing functional traits such as affection, emotion including emotional body language perception and behavior. The cerebellum, Doya proposes, is best understood as predictive action selection based on "internal models" of the environment or a device for supervised learning, in contrast to the basal ganglia, which perform reinforcement learning, and the cerebral cortex, which performs unsupervised learning. Three decades of brain research have led to the proposal that the cerebellum generates optimized mental models and interacts closely with the cerebral cortex, where updated internal models are experienced as creative intuition ("a ha") in working memory. ### Principles The comparative simplicity and regularity of the cerebellar anatomy led to an early hope that it might imply a similar simplicity of computational function, as expressed in one of the first books on cerebellar electrophysiology, The Cerebellum as a Neuronal Machine by John C. Eccles, Masao Ito, and János Szentágothai. Although a full understanding of cerebellar function has remained elusive, at least four principles have been identified as important: (1) feedforward processing, (2) divergence and convergence, (3) modularity, and (4) plasticity. 1. Feedforward processing: The cerebellum differs from most other parts of the brain (especially the cerebral cortex) in that the signal processing is almost entirely feedforward—that is, signals move unidirectionally through the system from input to output, with very little recurrent internal transmission. The small amount of recurrence that does exist consists of mutual inhibition; there are no mutually excitatory circuits. This feedforward mode of operation means that the cerebellum, in contrast to the cerebral cortex, cannot generate self-sustaining patterns of neural activity. Signals enter the circuit, are processed by each stage in sequential order, and then leave. As Eccles, Ito, and Szentágothai wrote, "This elimination in the design of all possibility of reverberatory chains of neuronal excitation is undoubtedly a great advantage in the performance of the cerebellum as a computer, because what the rest of the nervous system requires from the cerebellum is presumably not some output expressing the operation of complex reverberatory circuits in the cerebellum but rather a quick and clear response to the input of any particular set of information." 2. Divergence and convergence: In the human cerebellum, information from 200 million mossy fiber inputs is expanded to 40 billion granule cells, whose parallel fiber outputs then converge onto 15 million Purkinje cells. Because of the way that they are lined up longitudinally, the 1000 or so Purkinje cells belonging to a microzone may receive input from as many as 100 million parallel fibers, and focus their own output down to a group of less than 50 deep nuclear cells. Thus, the cerebellar network receives a modest number of inputs, processes them very extensively through its rigorously structured internal network, and sends out the results via a very limited number of output cells. 3. Modularity: The cerebellar system is functionally divided into more or less independent modules, which probably number in the hundreds to thousands. All modules have a similar internal structure, but different inputs and outputs. A module (a multizonal microcompartment in the terminology of Apps and Garwicz) consists of a small cluster of neurons in the inferior olivary nucleus, a set of long narrow strips of Purkinje cells in the cerebellar cortex (microzones), and a small cluster of neurons in one of the deep cerebellar nuclei. Different modules share input from mossy fibers and parallel fibers, but in other respects they appear to function independently—the output of one module does not appear to significantly influence the activity of other modules. 4. Plasticity: The synapses between parallel fibers and Purkinje cells, and the synapses between mossy fibers and deep nuclear cells, are both susceptible to modification of their strength. In a single cerebellar module, input from as many as a billion parallel fibers converges onto a group of less than 50 deep nuclear cells, and the influence of each parallel fiber on those nuclear cells is adjustable. This arrangement gives tremendous flexibility for fine-tuning the relationship between the cerebellar inputs and outputs. ### Learning There is considerable evidence that the cerebellum plays an essential role in some types of motor learning. The tasks where the cerebellum most clearly comes into play are those in which it is necessary to make fine adjustments to the way an action is performed. There has, however, been much dispute about whether learning takes place within the cerebellum itself, or whether it merely serves to provide signals that promote learning in other brain structures. Most theories that assign learning to the circuitry of the cerebellum are derived from the ideas of David Marr and James Albus, who postulated that climbing fibers provide a teaching signal that induces synaptic modification in parallel fiber–Purkinje cell synapses. Marr assumed that climbing fiber input would cause synchronously activated parallel fiber inputs to be strengthened. Most subsequent cerebellar-learning models, however, have followed Albus in assuming that climbing fiber activity would be an error signal, and would cause synchronously activated parallel fiber inputs to be weakened. Some of these later models, such as the Adaptive Filter model of Fujita made attempts to understand cerebellar function in terms of optimal control theory. The idea that climbing fiber activity functions as an error signal has been examined in many experimental studies, with some supporting it but others casting doubt. In a pioneering study by Gilbert and Thach from 1977, Purkinje cells from monkeys learning a reaching task showed increased complex spike activity—which is known to reliably indicate activity of the cell's climbing fiber input—during periods when performance was poor. Several studies of motor learning in cats observed complex spike activity when there was a mismatch between an intended movement and the movement that was actually executed. Studies of the vestibulo–ocular reflex (which stabilizes the visual image on the retina when the head turns) found that climbing fiber activity indicated "retinal slip", although not in a very straightforward way. One of the most extensively studied cerebellar learning tasks is the eyeblink conditioning paradigm, in which a neutral conditioned stimulus (CS) such as a tone or a light is repeatedly paired with an unconditioned stimulus (US), such as an air puff, that elicits a blink response. After such repeated presentations of the CS and US, the CS will eventually elicit a blink before the US, a conditioned response or CR. Experiments showed that lesions localized either to a specific part of the interposed nucleus (one of the deep cerebellar nuclei) or to a few specific points in the cerebellar cortex would abolish learning of a conditionally timed blink response. If cerebellar outputs are pharmacologically inactivated while leaving the inputs and intracellular circuits intact, learning takes place even while the animal fails to show any response, whereas, if intracerebellar circuits are disrupted, no learning takes place—these facts taken together make a strong case that the learning, indeed, occurs inside the cerebellum. ### Theories and computational models The large base of knowledge about the anatomical structure and behavioral functions of the cerebellum have made it a fertile ground for theorizing—there are perhaps more theories of the function of the cerebellum than of any other part of the brain. The most basic distinction among them is between "learning theories" and "performance theories"—that is, theories that make use of synaptic plasticity within the cerebellum to account for its role in learning, versus theories that account for aspects of ongoing behavior on the basis of cerebellar signal processing. Several theories of both types have been formulated as mathematical models and simulated using computers. Perhaps the earliest "performance" theory was the "delay line" hypothesis of Valentino Braitenberg. The original theory put forth by Braitenberg and Roger Atwood in 1958 proposed that slow propagation of signals along parallel fibers imposes predictable delays that allow the cerebellum to detect time relationships within a certain window. Experimental data did not support the original form of the theory, but Braitenberg continued to argue for modified versions. The hypothesis that the cerebellum functions essentially as a timing system has also been advocated by Richard Ivry. Another influential "performance" theory is the Tensor network theory of Pellionisz and Llinás, which provided an advanced mathematical formulation of the idea that the fundamental computation performed by the cerebellum is to transform sensory into motor coordinates. Theories in the "learning" category almost all derive from publications by Marr and Albus. Marr's 1969 paper proposed that the cerebellum is a device for learning to associate elemental movements encoded by climbing fibers with mossy fiber inputs that encode the sensory context. Albus proposed in 1971 that a cerebellar Purkinje cell functions as a perceptron, a neurally inspired abstract learning device. The most basic difference between the Marr and Albus theories is that Marr assumed that climbing fiber activity would cause parallel fiber synapses to be strengthened, whereas Albus proposed that they would be weakened. Albus also formulated his version as a software algorithm he called a CMAC (Cerebellar Model Articulation Controller), which has been tested in a number of applications. ## Clinical significance Damage to the cerebellum often causes motor-related symptoms, the details of which depend on the part of the cerebellum involved and how it is damaged. Damage to the flocculonodular lobe may show up as a loss of equilibrium and in particular an altered, irregular walking gait, with a wide stance caused by difficulty in balancing. Damage to the lateral zone typically causes problems in skilled voluntary and planned movements which can cause errors in the force, direction, speed and amplitude of movements. Other manifestations include hypotonia (decreased muscle tone), dysarthria (problems with speech articulation), dysmetria (problems judging distances or ranges of movement), dysdiadochokinesia (inability to perform rapid alternating movements such as walking), impaired check reflex or rebound phenomenon, and intention tremor (involuntary movement caused by alternating contractions of opposing muscle groups). Damage to the midline portion may disrupt whole-body movements, whereas damage localized more laterally is more likely to disrupt fine movements of the hands or limbs. Damage to the upper part of the cerebellum tends to cause gait impairments and other problems with leg coordination; damage to the lower part is more likely to cause uncoordinated or poorly aimed movements of the arms and hands, as well as difficulties in speed. This complex of motor symptoms is called ataxia. To identify cerebellar problems, neurological examination includes assessment of gait (a broad-based gait being indicative of ataxia), finger-pointing tests and assessment of posture. If cerebellar dysfunction is indicated, a magnetic resonance imaging scan can be used to obtain a detailed picture of any structural alterations that may exist. The list of medical problems that can produce cerebellar damage is long, including stroke, hemorrhage, swelling of the brain (cerebral edema), tumors, alcoholism, physical trauma such as gunshot wounds or explosives, and chronic degenerative conditions such as olivopontocerebellar atrophy. Some forms of migraine headache may also produce temporary dysfunction of the cerebellum, of variable severity. Infection can result in cerebellar damage in such conditions as the prion diseases and Miller Fisher syndrome, a variant of Guillain–Barré syndrome. ### Aging The human cerebellum changes with age. These changes may differ from those of other parts of the brain. The cerebellum is the youngest brain region (and body part) in centenarians according to an epigenetic biomarker of tissue age known as epigenetic clock: it is about 15 years younger than expected in a centenarian. Further, gene expression patterns in the human cerebellum show less age-related alteration than that in the cerebral cortex. Some studies have reported reductions in numbers of cells or volume of tissue, but the amount of data relating to this question is not very large. ### Developmental and degenerative disorders Congenital malformation, hereditary disorders, and acquired conditions can affect cerebellar structure and, consequently, cerebellar function. Unless the causative condition is reversible, the only possible treatment is to help people live with their problems. Visualization of the fetal cerebellum by ultrasound scan at 18 to 20 weeks of pregnancy can be used to screen for fetal neural tube defects with a sensitivity rate of up to 99%. In normal development, endogenous sonic hedgehog signaling stimulates rapid proliferation of cerebellar granule neuron progenitors (CGNPs) in the external granule layer (EGL). Cerebellar development occurs during late embryogenesis and the early postnatal period, with CGNP proliferation in the EGL peaking during early development (postnatal day 7 in the mouse). As CGNPs terminally differentiate into cerebellar granule cells (also called cerebellar granule neurons, CGNs), they migrate to the internal granule layer (IGL), forming the mature cerebellum (by post-natal day 20 in the mouse). Mutations that abnormally activate Sonic hedgehog signaling predispose to cancer of the cerebellum (medulloblastoma) in humans with Gorlin Syndrome and in genetically engineered mouse models. Congenital malformation or underdevelopment (hypoplasia) of the cerebellar vermis is a characteristic of both Dandy–Walker syndrome and Joubert syndrome. In very rare cases, the entire cerebellum may be absent. The inherited neurological disorders Machado–Joseph disease, ataxia telangiectasia, and Friedreich's ataxia cause progressive neurodegeneration linked to cerebellar loss. Congenital brain malformations outside the cerebellum can, in turn, cause herniation of cerebellar tissue, as seen in some forms of Arnold–Chiari malformation. Other conditions that are closely linked to cerebellar degeneration include the idiopathic progressive neurological disorders multiple system atrophy and Ramsay Hunt syndrome type I, and the autoimmune disorder paraneoplastic cerebellar degeneration, in which tumors elsewhere in the body elicit an autoimmune response that causes neuronal loss in the cerebellum. Cerebellar atrophy can result from an acute deficiency of vitamin B1 (thiamine) as seen in beriberi and in Wernicke–Korsakoff syndrome, or vitamin E deficiency. Cerebellar atrophy has been observed in many other neurological disorders including Huntington's disease, multiple sclerosis, essential tremor, progressive myoclonus epilepsy, and Niemann–Pick disease. Cerebellar atrophy can also occur as a result of exposure to toxins including heavy metals or pharmaceutical or recreational drugs. ### Pain There is a general consensus that the cerebellum is involved in pain processing. The cerebellum receives pain input from both descending cortico-cerebellar pathways and ascending spino-cerebellar pathways, through the pontine nuclei and inferior olives. Some of this information is transferred to the motor system inducing a conscious motor avoidance of pain, graded according to pain intensity. These direct pain inputs, as well as indirect inputs, are thought to induce long-term pain avoidance behavior that results in chronic posture changes and consequently, in functional and anatomical remodeling of vestibular and proprioceptive nuclei. As a result, chronic neuropathic pain can induce macroscopic anatomical remodeling of the hindbrain, including the cerebellum. The magnitude of this remodeling and the induction of neuron progenitor markers suggest the contribution of adult neurogenesis to these changes. ## Comparative anatomy and evolution The circuits in the cerebellum are similar across all classes of vertebrates, including fish, reptiles, birds, and mammals. There is also an analogous brain structure in cephalopods with well-developed brains, such as octopuses. This has been taken as evidence that the cerebellum performs functions important to all animal species with a brain. There is considerable variation in the size and shape of the cerebellum in different vertebrate species. In amphibians, it is little developed, and in lampreys, and hagfish, the cerebellum is barely distinguishable from the brain-stem. Although the spinocerebellum is present in these groups, the primary structures are small, paired-nuclei corresponding to the vestibulocerebellum. The cerebellum is a bit larger in reptiles, considerably larger in birds, and larger yet in mammals. The large paired and convoluted lobes found in humans are typical of mammals, but the cerebellum is, in general, a single median lobe in other groups, and is either smooth or only slightly grooved. In mammals, the neocerebellum is the major part of the cerebellum by mass, but, in other vertebrates, it is typically the spinocerebellum. The cerebellum of cartilaginous and bony fishes is extraordinarily large and complex. In at least one important respect, it differs in internal structure from the mammalian cerebellum: The fish cerebellum does not contain discrete deep cerebellar nuclei. Instead, the primary targets of Purkinje cells are a distinct type of cell distributed across the cerebellar cortex, a type not seen in mammals. In mormyrid fish (a family of weakly electrosensitive freshwater fish), the cerebellum is considerably larger than the rest of the brain. The largest part of it is a special structure called the valvula, which has an unusually regular architecture and receives much of its input from the electrosensory system. The hallmark of the mammalian cerebellum is an expansion of the lateral lobes, whose main interactions are with the neocortex. As monkeys evolved into great apes, the expansion of the lateral lobes continued, in tandem with the expansion of the frontal lobes of the neocortex. In ancestral hominids, and in Homo sapiens until the middle Pleistocene period, the cerebellum continued to expand, but the frontal lobes expanded more rapidly. The most recent period of human evolution, however, may actually have been associated with an increase in the relative size of the cerebellum, as the neocortex reduced its size somewhat while the cerebellum expanded. The size of the human cerebellum, compared to the rest of the brain, has been increasing in size while the cerebrum decreased in size With both the development and implementation of motor tasks, visual-spatial skills and learning taking place in the cerebellum, the growth of the cerebellum is thought to have some form of correlation to greater human cognitive abilities. The lateral hemispheres of the cerebellum are now 2.7 times greater in both humans and apes than they are in monkeys. These changes in the cerebellum size cannot be explained by greater muscle mass. They show that either the development of the cerebellum is tightly linked to that of the rest of the brain or that neural activities taking place in the cerebellum were important during Hominidae evolution. Due to the cerebellum's role in cognitive functions, the increase in its size may have played a role in cognitive expansion. ### Cerebellum-like structures Most vertebrate species have a cerebellum and one or more cerebellum-like structures, brain areas that resemble the cerebellum in terms of cytoarchitecture and neurochemistry. The only cerebellum-like structure found in mammals is the dorsal cochlear nucleus (DCN), one of the two primary sensory nuclei that receive input directly from the auditory nerve. The DCN is a layered structure, with the bottom layer containing granule cells similar to those of the cerebellum, giving rise to parallel fibers that rise to the superficial layer and travel across it horizontally. The superficial layer contains a set of GABAergic neurons called cartwheel cells that resemble Purkinje cells anatomically and chemically—they receive parallel fiber input, but do not have any inputs that resemble climbing fibers. The output neurons of the DCN are pyramidal cells. They are glutamatergic, but also resemble Purkinje cells in some respects—they have spiny, flattened superficial dendritic trees that receive parallel fiber input, but they also have basal dendrites that receive input from auditory nerve fibers, which travel across the DCN in a direction at right angles to the parallel fibers. The DCN is most highly developed in rodents and other small animals, and is considerably reduced in primates. Its function is not well understood; the most popular speculations relate it to spatial hearing in one way or another. Most species of fish and amphibians possess a lateral line system that senses pressure waves in water. One of the brain areas that receives primary input from the lateral line organ, the medial octavolateral nucleus, has a cerebellum-like structure, with granule cells and parallel fibers. In electrosensitive fish, the input from the electrosensory system goes to the dorsal octavolateral nucleus, which also has a cerebellum-like structure. In ray-finned fishes (by far the largest group), the optic tectum has a layer—the marginal layer—that is cerebellum-like. All of these cerebellum-like structures appear to be primarily sensory-related rather than motor-related. All of them have granule cells that give rise to parallel fibers that connect to Purkinje-like neurons with modifiable synapses, but none have climbing fibers comparable to those of the cerebellum—instead they receive direct input from peripheral sensory organs. None has a demonstrated function, but the most influential speculation is that they serve to transform sensory inputs in some sophisticated way, perhaps to compensate for changes in body posture. In fact, James M. Bower and others have argued, partly on the basis of these structures and partly on the basis of cerebellar studies, that the cerebellum itself is fundamentally a sensory structure, and that it contributes to motor control by moving the body in a way that controls the resulting sensory signals. Despite Bower's viewpoint, there is also strong evidence that the cerebellum directly influences motor output in mammals. ## History ### Descriptions Even the earliest anatomists were able to recognize the cerebellum by its distinctive appearance. Aristotle and Herophilus (quoted in Galen) called it the παρεγκεφαλίς (parenkephalis), as opposed to the ἐγκέφαλος (enkephalos) or brain proper. Galen's extensive description is the earliest that survives. He speculated that the cerebellum was the source of motor nerves. Further significant developments did not come until the Renaissance. Vesalius discussed the cerebellum briefly, and the anatomy was described more thoroughly by Thomas Willis in 1664. More anatomical work was done during the 18th century, but it was not until early in the 19th century that the first insights into the function of the cerebellum were obtained. Luigi Rolando in 1809 established the key finding that damage to the cerebellum results in motor disturbances. Jean Pierre Flourens in the first half of the 19th century carried out detailed experimental work, which revealed that animals with cerebellar damage can still move, but with a loss of coordination (strange movements, awkward gait, and muscular weakness), and that recovery after the lesion can be nearly complete unless the lesion is very extensive. By the beginning of the 20th century, it was widely accepted that the primary function of the cerebellum relates to motor control; the first half of the 20th century produced several detailed descriptions of the clinical symptoms associated with cerebellar disease in humans. ### Etymology The name cerebellum is a diminutive of cerebrum (brain); it can be translated literally as little brain. The Latin name is a direct translation of the Ancient Greek παρεγκεφαλίς (parenkephalis), which was used in the works of Aristotle, the first known writer to describe the structure. No other name is used in the English-language literature, but historically a variety of Greek or Latin-derived names have been used, including cerebrum parvum, encephalion,[^1] encranion, cerebrum posterius, and parencephalis''. [^1]:
48,826,239
2017 World Snooker Championship
1,152,757,314
World Championship snooker tournament, held April–May 2017
[ "2017 in English sport", "2017 in snooker", "April 2017 sports events in the United Kingdom", "May 2017 sports events in the United Kingdom", "Sports competitions in Sheffield", "World Snooker Championships" ]
The 2017 World Snooker Championship (officially the 2017 Betfred World Snooker Championship) was a professional snooker tournament that took place from 15 April to 1 May 2017 at the Crucible Theatre in Sheffield, England. It was the 19th and final ranking event of the 2016–17 season which followed the China Open. It was the 41st consecutive year that the World Snooker Championship had been held at the Crucible. The winner of the event was the defending champion and world number one Mark Selby, who defeated John Higgins 18–15 in the final. Selby won despite having fallen 4–10 behind in the second session of the match. Selby defeated Ding Junhui 17–15 in the semi-finals whilst Higgins defeated Barry Hawkins 17–8 to reach the final. This was Selby's third World Championship win; he had also won the tournament in the 2014 and 2016 tournaments. The total prize fund for the championship was £1,750,000, the winner receiving the top prize of £375,000. There were 74 century breaks in the main stage of the championship, and a further 84 in qualifying. Englishman Ronnie O'Sullivan compiled a of 146 in the quarter-finals, the highest of the tournament. Gary Wilson scored a maximum break of 147 in qualifying during his first round win over Josh Boileau. The tournament was broadcast in Europe by the BBC and Eurosport, and internationally by World Snooker on Facebook. ## Overview The World Snooker Championship is an annual cue sport tournament and the official world championship of the game of snooker. Founded in the late 19th century by British Army soldiers stationed in India, the sport was popular in Great Britain. In modern times it has been played worldwide, especially in East and Southeast Asian nations such as China, Hong Kong and Thailand. The 2017 tournament featured 32 professional players competing in one-on-one snooker matches played over several , using a single elimination format. The 32 players were selected for the event through a mix of the snooker world rankings, and a pre-tournament qualification competition. The first world championship in 1927 was won by Joe Davis, the final being held in Camkin's Hall, Birmingham, England. Since 1977, the event has been held at the Crucible Theatre in Sheffield, England. As of 2022, Stephen Hendry and Ronnie O’Sullivan are the event's most successful participants in the modern era, having both won the championship seven times. Mark Selby had won the previous year's championship by defeating China's Ding Junhui in the final 18–14. This was Selby's second world title, having also won the championship in 2014. The event was organised by World Snooker, a subsidiary of the World Professional Billiards and Snooker Association, and sponsored by sports betting company Betfred. ### Format The 2017 World Snooker Championship took place between 15 April and 1 May 2017 in Sheffield, England. The tournament was the last of 19 ranking events in the 2016–17 snooker season on the World Snooker Tour. It featured a 32-player main draw that was held at the Crucible Theatre, as well as a 128-player qualifying draw that was played at the English Institute of Sport, Sheffield, from 5 to 12 April, concluding three days before the start of the main draw. This was the 41st consecutive year that the tournament had been staged at the Crucible, and it was the 49th successive world championship to be contested using the modern knockout format. The top 16 players in the latest world rankings automatically qualified for the main draw as seeded players. Mark Selby was seeded first overall as the defending champion, and the remaining 15 seeds were allocated based on the world rankings released after the China Open. The number of frames required to win a match increased with each proceeding round of the main draw, the first round consisting of best-of-19 frames matches, the final match being played over a maximum of 35 frames. All 16 non-seeded spots in the main draw were filled with players from the qualifying rounds. The draw for the qualifying competition consisted of 128 players, including 110 of the remaining 112 players on the World Snooker Tour, as well as 18 wildcard places assigned to non-tour players. These invited players included the women's world champion, the European junior champion, and all four semi-finalists at the WSF world amateur championship. Half of the participants in the qualifying draw were seeded players: those ranked from 17th to 80th were allocated one of 64 seeds in world ranking order; the other participants were placed randomly into the draw. To reach the main draw at the Crucible, players were required to win three best-of-19 frames qualifying matches. ### Prize fund The total prize money for the event was raised to £1,750,000 from the previous year's prize fund of £1,500,100. The winner of the event won £375,000. A breakdown of prize money for the 2017 World Snooker Championship is shown below. - Winner: £375,000 - Runner-up: £160,000 - Semi-final: £75,000 - Quarter-final: £37,500 - Last 16: £25,000 - Last 32: £16,000 - Last 48: £12,000 - Last 80: £8,000 - Total: £1,750,000 The "rolling 147 prize" awarded for a maximum break was £5,000, which was won by Gary Wilson in qualifying. ### Coverage The 2017 World Snooker Championship was broadcast throughout Europe by both BBC TV and Eurosport. The tournament was streamed internationally on Facebook for the first time, specifically for portions of South America and Asia. The event was also broadcast in North America on Facebook, and the final was aired on the Eleven Sports Network. ## Tournament summary ### Seeding and qualifying rounds The top 16 ranked players in the world automatically qualified as seeds for the first round of the main stage at the Crucible. Defending champion Mark Selby was seeded first and the other 15 seeding allocations were based on the latest world rankings from after the China Open. The players ranked from 17th position entered the competition in the first round of qualifying and were required to win three best-of-19 frames matches to qualify for the main tournament. The three qualifying rounds were held at the Ponds Forge International Sports Centre in Sheffield from 5 to 12 April 2017. Two-time world champion Mark Williams took part in qualifying, having failed to regain his place in the top 16. He lost 7–10 to Stuart Carrington in his third qualifying match and missed the knockout stage for only the second time since 1996. Williams qualified at the following year's event, where he defeated John Higgins 18–16 in the final to win his third world title. The deciding frame of the third-round qualifying match between Fergal O'Brien and David Gilbert on 12 April was the longest frame on record in the modern era of the game; lasting for 123 minutes and 41 seconds, it broke the previous record of 100 minutes and 24 seconds set by Alan McManus and Barry Pinches in 2015. Gary Wilson made the 131st officially recognised maximum break, the second of his career, in the fourth frame of his first-round qualifying match against Josh Boileau on 6 April. Wilson was one of five players to qualify for the main stage of the championship at the Crucible for the first time, the other four debutants being David Grace, Noppon Saengkham, Yan Bingtao, and Zhou Yuelong. The draw for the first round of the main competition took place at 10:00 a.m. BST on 13 April 2017. ### First round The first round of the championship took place between 15 and 20 April 2017. All matches were played as best-of-19 frames held over two sessions. Having been eliminated in the first round at the Crucible in the four years since his 2012 semi-final appearance, Stephen Maguire defeated fellow Scot Anthony McGill 10–2 to progress to the second round for the first time in five years. In his 25th consecutive appearance at the World Championship, Ronnie O'Sullivan withstood a fightback from qualifier Gary Wilson—who had recovered from 5–9 down to 7–9 down—to win their first round match 10–7. In doing so, O'Sullivan secured a place in the last 16 for the 14th year in a row, equalling the record set by Terry Griffiths in 1996. Elsewhere, Marco Fu trailed Luca Brecel 0–5, 1–7 and 4–8 before winning 10–9 in the first round. Third seed Stuart Bingham played 2002 world champion Peter Ebdon, who was appearing at the Crucible for the 24th time since first qualifying in 1992. Ebdon won the final frame of the first session despite needing 15 points from with just the colours remaining; he achieved the three snookers needed, and potted the respotted black to bring the score to 4–5. He won just one more frame before losing 5–10 to Bingham. Qualifier Rory McLeod defeated second seed Judd Trump 10–8 after trailing 0–4. Before the tournament Trump had declared that he "honestly believe [he] can play to a standard which is very rare nowadays," and that he was "the best" in the world. His poor performance in the match, which ran into a third session, was exacerbated by a shoulder injury that was causing him visible pain when down on shots. This resulted in 46-year-old McLeod becoming the oldest player to reach the last 16 since Steve Davis' quarter-final run in 2010 aged 52. McLeod commented that his victory was "the best win of [his] career, to beat Judd Trump on centre stage is brilliant." In an all-Chinese match, fourth seed Ding Junhui defeated debutant Zhou Yuelong 10–5 to reach the last 16. Ali Carter lost 7–10 in a tense encounter with 2006 world champion Graeme Dott, which Carter blamed on his poor start to the match. The 2010 world champion Neil Robertson made his 500th career century during his 10–4 first round win over Noppon Saengkham. In his first-round loss to Liang Wenbo, Stuart Carrington became only the fifth player, after John Higgins, Ronnie O'Sullivan, Mark Selby, and Neil Robertson, to make century breaks in three consecutive frames in a World Championship match; Liang won the match 10–7. Xiao Guodong defeated Wales' sole representative Ryan Day 10–4, which Day referred to as "embarrassing". This was the first event since 1969 where the second round contained no Welsh players. Seven former world champions progressed to the second round: Selby, Bingham, O'Sullivan, Higgins, Robertson, Dott and Shaun Murphy. Ebdon was the only former champion in the main draw not to reach the last 16. None of the five debutants made it to the second round. ### Second round The second round of the championship took place from 20 to 24 April 2017, matches being played as best-of-25 frames over three sessions. At this stage, 12 of the 16 seeded players remained in the competition. Kyren Wilson advanced to his second consecutive World Championship quarter-final by defeating third seed Stuart Bingham 13–10. Five-time world champion Ronnie O'Sullivan beat Shaun Murphy 13–7, to set up his 18th quarter-final appearance at the Crucible. Having dispatched Zhou Yuelong in the first round, Ding Junhui played in a second consecutive all-Chinese match, defeating fellow countryman Liang Wenbo 13–12. Four-time world champion John Higgins defeated Mark Allen 13–9, having trailed 3–5 after the first session. Stephen Maguire defeated Rory McLeod 13–3 with a session to spare to reach his first World Championship quarter-final since 2012. Maguire was the only unseeded player to progress to the quarter-finals. Defending champion Mark Selby defeated Xiao Guodong 13–6, commenting afterwards, "I don't feel as though I have peaked". Marco Fu won 13–11, after his opponent Neil Robertson missed the final black in the 24th frame which would have sent their match into a deciding frame. ### Quarter-finals The quarter-finals were played on 25 and 26 April 2017, as best-of-25 frames matches divided over three sessions. John Higgins won all three sessions of his match against Kyren Wilson and triumphed 13–6, to advance to his first semi-final since winning the event in 2011. With the score tied at 3–3 in the first session, Wilson miscued and split his cue tip, requiring a 15-minute break to carry out the repair. The two players would meet in the semi-finals of the following year's tournament, which Higgins won 17–13. Defending champion Mark Selby defeated Marco Fu 13–3 with a session to spare. Selby's victory included a break of 143 in frame 15, which BBC commentator Stephen Hendry described as "one of the best [breaks] I've ever seen." After the match, Fu commented that Selby was "unplayable at times" and predicted that he would win the championship. Ding Junhui defeated Ronnie O'Sullivan 13–10 in their quarter-final encounter. Ding developed an early 3–0 lead, but O'Sullivan fought back to level the first session at 4–4. Ding dominated the second session and opened up a 10–6 overnight lead. O'Sullivan took the first two frames of the final session to reduce his deficit to 8–10; the next four frames were shared equally, before Ding concluded the match in frame 23. O'Sullivan attempted a 147 maximum break in frame 20, but he ran out of position after potting the 13th red and was forced to take the pink instead of the black; his consequent of 146 was the highest break of the championship. Stephen Maguire was defeated 9–13 by Barry Hawkins, who reached his fourth Crucible semi-final in five years. Hawkins led 9–7 after the first two sessions, but Maguire took the next two frames—including a 135 clearance in frame 17—to tie the match at 9–9. Hawkins then won the next four frames straight to round out the match. ### Semi-finals The semi-finals, which took place from 27 to 29 April 2017, were played as best-of-33 frames matches divided over four sessions. A single table was used for both matches, successive sessions of play alternating between the two semi-finals. Defending champion Mark Selby played fourth seed Ding Junhui in the first semi-final, which was a rematch of the previous year's final. Selby held the lead for most of the match, before Ding drew level at 12–12 after three sessions. Selby then won four of the next five frames, to lead 16–13, requiring just one more frame to win the match. Ding persevered to win two further frames, before Selby scored a break of 72 to triumph 17–15. Sixth seed John Higgins played seventh seed Barry Hawkins in the other semi-final. Higgins held the lead after each of the first three sessions, at 5–3, 10–6, and 16–8, before winning the match 17–8 in the first frame of the final session. World Snooker described his semi-final win as a "demolition". With the victory, Higgins qualified for his first World Championship final in six years and his sixth overall, the first being 19 years previously when he won his first world title in 1998. ### Final The final was played on 30 April and 1 May 2017 between first seed Mark Selby and sixth seed John Higgins. It was a best-of-35 frames match, spread over four sessions. This final was a rematch of the 2007 World Championship final, where Higgins had defeated Selby 18–13. In reaching the 2017 final, Higgins became the second-oldest Crucible world finalist at 41 years and 11 months, behind Ray Reardon who had played in the 1982 final aged 49. The other quadragenarians to have played in a world final at the Crucible were John Spencer and Terry Griffiths. Higgins led 6–2 after the first session and 10–4 during the second, before finishing the first day 10–7 ahead. Selby fought back on the second day to win six of the first seven frames, and he was leading 13–11 by the end of the third session. The next six frames were shared equally and Selby maintained his two-frame lead at 16–14. In frame 31, he played a shot to roll up to the ; despite his conviction that he had made contact, Selby was told by referee Jan Verhaas that he had the ball, for which he received a seven-point penalty. Higgins then won the frame to take the score to 16–15. After compiling a 131 break in frame 32, Selby won the championship with a break of 75 in frame 33, bringing the final match score to 18–15. Selby had achieved his victory after falling behind by six frames at the end of the first day's play. He became the fourth player (after Steve Davis, Stephen Hendry, and Ronnie O'Sullivan) to defend the world title in the Crucible era. He also became the third player (after Hendry and Ding Junhui) to win five full ranking titles in a single season, the first player to win the China Open and the world title back-to-back, and the first player to win over £1,000,000 across the two-year rolling prize money list. In reaching the final, Higgins moved to second in the world rankings, behind Selby. ## Main draw The numbers in parentheses beside some of the players are their seeding ranks. Match winners are shown in bold. ## Qualifying Qualifying for the 2017 World Snooker Championship took place from 5 to 12 April 2017, at the Ponds Forge International Sports Centre in Sheffield. There were 128 competitors who took part in the three qualifying rounds; the 16 winners of the third round matches progressed to the main stage of the tournament at the Crucible Theatre, also in Sheffield. All qualifying matches were played as best-of-19 frames. The 128 players that entered the qualifying competition included tour players ranked outside the top 16, and 16 amateur players, all of whom achieved success through the WPBSA qualifying criteria. The following amateur players were invited to compete: - Home Nations NGB qualifiers: Jackson Page, Tyler Rees, Ross Vallance, Chris Totten, Jordan Brown, Patrick Wallace, Jamie Bodle, Wayne Townsend - 2016 IBSF World Under-21 Snooker Championship winner: Xu Si - 2017 EBSA European Snooker Championship runner-up: Andres Petrov (tournament won by Chris Totten, who had already qualified) - 2017 EBSA European Under-21 Snooker Championship winner: Alexander Ursenbacher - EBSA Order of Merit 2016/17: Gerard Greene, Zack Richardson - 2017 World Seniors Championship winner: Peter Lines - 2016 WLBS World Women's Championship winner: Reanne Evans - 2017 WLBS World Women's Championship winner: Ng On-yee The winner of the 2016 IBSF World Snooker Championship, Soheil Vahedi of Iran, was also invited but could not obtain a visa in time to compete. Two amateur players, England's Andy Hicks and Poland's Adam Stefanów, were invited to replace the absent professional players Jamie Burnett and Rouzi Maimaiti. Hicks and Stefanów were selected from the 2016 Q School Order of Merit, as the top-ranked players that had not already qualified for the tournament. ### Round 1 The results of the first round of qualifying are given below; of the 128 players that entered, 64 progressed to the second round. ### Round 2 The results of the second round of qualifying are given below; 32 players progressed to the third and final qualifying round. ### Round 3 The results of the third round of qualifying are given below. The 16 winners advanced to the main stages of the competition, where they met the 16 seeded players in the first round. ## Century breaks ### Main stage centuries There were 74 century breaks made by 23 players in the main stage of the event. Ronnie O'Sullivan compiled the highest break of the tournament, a 146, in his quarter-final loss to Ding Junhui. - 146, 128, 124, 122, 111, 104 – Ronnie O'Sullivan - 143, 139, 132, 131, 128, 121, 101, 100 – Mark Selby - 141, 135, 129, 127, 124, 120, 120, 111 – John Higgins - 139, 136, 132, 132, 128, 128, 120, 117, 117, 113, 111, 110, 103 – Ding Junhui - 137, 122 – Stuart Bingham - 135, 114 – Stephen Maguire - 132, 126, 115 – Barry Hawkins - 131 – Xiao Guodong - 130 – Liang Wenbo - 129, 116, 105, 102, 100, 100 – Mark Allen - 125 – Ryan Day - 124, 107, 101 – Stuart Carrington - 118, 115, 109, 105 – Marco Fu - 118, 112, 109 – Shaun Murphy - 113, 105 – Neil Robertson - 111, 104 – Ali Carter - 110 – Kyren Wilson - 109 – Luca Brecel - 109 – Yan Bingtao - 108, 100 – Martin Gould - 105 – Graeme Dott - 104 – David Grace - 103, 100 – Gary Wilson ### Qualifying stage centuries There were 84 century breaks made by 51 players in the qualifying stages of the championship. The highest was a maximum break compiled by Gary Wilson in frame four of his first qualifying round win over Josh Boileau. - 147, 130, 113, 109, 107, 102, 102, 101 – Gary Wilson - 144, 104 – Michael White - 140, 103 – Joe Perry - 140 – Sam Craigie - 137, 128, 111 – Xiao Guodong - 137, 107, 103 – David Grace - 137 – Jack Lisowski - 136, 129, 108 – Martin Gould - 135, 104 – Hossein Vafaei - 135, 102 – Yu Delu - 134, 122 – Noppon Saengkham - 133, 105 – Jamie Jones - 133 – Peter Lines - 132 – Liam Highfield - 131, 129, 104 – Stephen Maguire - 131, 106 – Chris Wakelin - 131 – Zhou Yuelong - 130, 100 – Fergal O'Brien - 129 – Ben Woollaston - 128, 115, 100 – Mark Davis - 127 – Anthony Hamilton - 127 – Tian Pengfei - 125, 109 – Sanderson Lam - 123 – Paul Davison - 122, 121, 120, 106 – Dominic Dale - 122 – Jimmy White - 120, 105 – Sunny Akani - 119 – Peter Ebdon - 118 – Robin Hull - 117, 105 – Yan Bingtao - 114 – Alexander Ursenbacher - 112 – Mei Xiwen - 112 – Mark Williams - 111, 102 – Zhang Anda - 108 – Ken Doherty - 108 – Michael Wild - 107 – Jamie Cope - 107 – Li Hang - 107 – Robert Milkins - 106 – Jimmy Robertson - 105 – Tom Ford - 105 – David Gilbert - 105 – Robbie Williams - 104 – Stuart Carrington - 103 – Michael Georgiou - 103 – Alan McManus - 102 – Nigel Bond - 101, 101 – Michael Holt - 101 – Kritsanut Lertsattayathorn - 101 – Sydney Wilson - 100 – Luca Brecel
426,456
Ice core
1,171,485,264
Cylindrical sample drilled from an ice sheet
[ "Glaciology", "Incremental dating", "Water ice" ]
An ice core is a core sample that is typically removed from an ice sheet or a high mountain glacier. Since the ice forms from the incremental buildup of annual layers of snow, lower layers are older than upper ones, and an ice core contains ice formed over a range of years. Cores are drilled with hand augers (for shallow holes) or powered drills; they can reach depths of over two miles (3.2 km), and contain ice up to 800,000 years old. The physical properties of the ice and of material trapped in it can be used to reconstruct the climate over the age range of the core. The proportions of different oxygen and hydrogen isotopes provide information about ancient temperatures, and the air trapped in tiny bubbles can be analysed to determine the level of atmospheric gases such as carbon dioxide. Since heat flow in a large ice sheet is very slow, the borehole temperature is another indicator of temperature in the past. These data can be combined to find the climate model that best fits all the available data. Impurities in ice cores may depend on location. Coastal areas are more likely to include material of marine origin, such as sea salt ions. Greenland ice cores contain layers of wind-blown dust that correlate with cold, dry periods in the past, when cold deserts were scoured by wind. Radioactive elements, either of natural origin or created by nuclear testing, can be used to date the layers of ice. Some volcanic events that were sufficiently powerful to send material around the globe have left a signature in many different cores that can be used to synchronise their time scales. Ice cores have been studied since the early 20th century, and several cores were drilled as a result of the International Geophysical Year (1957–1958). Depths of over 400 m were reached, a record which was extended in the 1960s to 2164 m at Byrd Station in Antarctica. Soviet ice drilling projects in Antarctica include decades of work at Vostok Station, with the deepest core reaching 3769 m. Numerous other deep cores in the Antarctic have been completed over the years, including the West Antarctic Ice Sheet project, and cores managed by the British Antarctic Survey and the International Trans-Antarctic Scientific Expedition. In Greenland, a sequence of collaborative projects began in the 1970s with the Greenland Ice Sheet Project; there have been multiple follow-up projects, with the most recent, the East Greenland Ice-Core Project, originally expected to complete a deep core in east Greenland in 2020 but since postponed. ## Structure of ice sheets and cores An ice core is a vertical column through a glacier, sampling the layers that formed through an annual cycle of snowfall and melt. As snow accumulates, each layer presses on lower layers, making them denser until they turn into firn. Firn is not dense enough to prevent air from escaping; but at a density of about 830 kg/m<sup>3</sup> it turns to ice, and the air within is sealed into bubbles that capture the composition of the atmosphere at the time the ice formed. The depth at which this occurs varies with location, but in Greenland and the Antarctic it ranges from 64 m to 115 m. Because the rate of snowfall varies from site to site, the age of the firn when it turns to ice varies a great deal. At Summit Camp in Greenland, the depth is 77 m and the ice is 230 years old; at Dome C in Antarctica the depth is 95 m and the age 2500 years. As further layers build up, the pressure increases, and at about 1500 m the crystal structure of the ice changes from hexagonal to cubic, allowing air molecules to move into the cubic crystals and form a clathrate. The bubbles disappear and the ice becomes more transparent. Two or three feet of snow may turn into less than a foot of ice. The weight above makes deeper layers of ice thin and flow outwards. Ice is lost at the edges of the glacier to icebergs, or to summer melting, and the overall shape of the glacier does not change much with time. The outward flow can distort the layers, so it is desirable to drill deep ice cores at places where there is very little flow. These can be located using maps of the flow lines. Impurities in the ice provide information on the environment from when they were deposited. These include soot, ash, and other types of particle from forest fires and volcanoes; isotopes such as beryllium-10 created by cosmic rays; micrometeorites; and pollen. The lowest layer of a glacier, called basal ice, is frequently formed of subglacial meltwater that has refrozen. It can be up to about 20 m thick, and though it has scientific value (for example, it may contain subglacial microbial populations), it often does not retain stratigraphic information. Cores are often drilled in areas such as Antarctica and central Greenland where the temperature is almost never warm enough to cause melting, but the summer sun can still alter the snow. In polar areas, the sun is visible day and night during the local summer and invisible all winter. It can make some snow sublimate, leaving the top inch or so less dense. When the sun approaches its lowest point in the sky, the temperature drops and hoar frost forms on the top layer. Buried under the snow of following years, the coarse-grained hoar frost compresses into lighter layers than the winter snow. As a result, alternating bands of lighter and darker ice can be seen in an ice core. ## Coring Ice cores are collected by cutting around a cylinder of ice in a way that enables it to be brought to the surface. Early cores were often collected with hand augers and they are still used for short holes. A design for ice core augers was patented in 1932 and they have changed little since. An auger is essentially a cylinder with helical metal ribs (known as flights) wrapped around the outside, at the lower end of which are cutting blades. Hand augers can be rotated by a T handle or a brace handle, and some can be attached to handheld electric drills to power the rotation. With the aid of a tripod for lowering and raising the auger, cores up to 50 m deep can be retrieved, but the practical limit is about 30 m for engine-powered augers, and less for hand augers. Below this depth, electromechanical or thermal drills are used. The cutting apparatus of a drill is on the bottom end of a drill barrel, the tube that surrounds the core as the drill cuts downward. The cuttings (chips of ice cut away by the drill) must be drawn up the hole and disposed of or they will reduce the cutting efficiency of the drill. They can be removed by compacting them into the walls of the hole or into the core, by air circulation (dry drilling), or by the use of a drilling fluid (wet drilling). Dry drilling is limited to about 400 m depth, since below that point a hole would close up as the ice deforms from the weight of the ice above. Drilling fluids are chosen to balance the pressure so that the hole remains stable. The fluid must have a low kinematic viscosity to reduce tripping time (the time taken to pull the drilling equipment out of the hole and return it to the bottom of the hole). Since retrieval of each segment of core requires tripping, a slower speed of travel through the drilling fluid could add significant time to a project—a year or more for a deep hole. The fluid must contaminate the ice as little as possible; it must have low toxicity, for safety and to minimize the effect on the environment; it must be available at a reasonable cost; and it must be relatively easy to transport. Historically, there have been three main types of ice drilling fluids: two-component fluids based on kerosene-like products mixed with fluorocarbons to increase density; alcohol compounds, including aqueous ethylene glycol and ethanol solutions; and esters, including n-butyl acetate. Newer fluids have been proposed, including new ester-based fluids, low-molecular weight dimethyl siloxane oils, fatty-acid esters, and kerosene-based fluids mixed with foam-expansion agents. Rotary drilling is the main method of drilling for minerals and it has also been used for ice drilling. It uses a string of drill pipe rotated from the top, and drilling fluid is pumped down through the pipe and back up around it. The cuttings are removed from the fluid at the top of the hole and the fluid is then pumped back down. This approach requires long trip times, since the entire drill string must be hoisted out of the hole, and each length of pipe must be separately disconnected, and then reconnected when the drill string is reinserted. Along with the logistical difficulties associated with bringing heavy equipment to ice sheets, this makes traditional rotary drills unattractive. In contrast, wireline drills allow the removal of the core barrel from the drill assembly while it is still at the bottom of the borehole. The core barrel is hoisted to the surface, and the core removed; the barrel is lowered again and reconnected to the drill assembly. Another alternative is flexible drill-stem rigs, in which the drill string is flexible enough to be coiled when at the surface. This eliminates the need to disconnect and reconnect the pipes during a trip. The need for a string of drillpipe that extends from the surface to the bottom of the borehole can be eliminated by suspending the entire downhole assembly on an armoured cable that conveys power to the downhole motor. These cable-suspended drills can be used for both shallow and deep holes; they require an anti-torque device, such as leaf-springs that press against the borehole, to prevent the drill assembly rotating around the drillhead as it cuts the core. The drilling fluid is usually circulated down around the outside of the drill and back up between the core and core barrel; the cuttings are stored in the downhole assembly, in a chamber above the core. When the core is retrieved, the cuttings chamber is emptied for the next run. Some drills have been designed to retrieve a second annular core outside the central core, and in these drills the space between the two cores can be used for circulation. Cable-suspended drills have proved to be the most reliable design for deep ice drilling. Thermal drills, which cut ice by electrically heating the drill head, can also be used, but they have some disadvantages. Some have been designed for working in cold ice; they have high power consumption and the heat they produce can degrade the quality of the retrieved ice core. Early thermal drills, designed for use without drilling fluid, were limited in depth as a result; later versions were modified to work in fluid-filled holes but this slowed down trip times, and these drills retained the problems of the earlier models. In addition, thermal drills are typically bulky and can be impractical to use in areas where there are logistical difficulties. More recent modifications include the use of antifreeze, which eliminates the need for heating the drill assembly and hence reduces the power needs of the drill. Hot-water drills use jets of hot water at the drill head to melt the water around the core. The drawbacks are that it is difficult to accurately control the dimensions of the borehole, the core cannot easily be kept sterile, and the heat may cause thermal shock to the core. When drilling in temperate ice, thermal drills have an advantage over electromechanical (EM) drills: ice melted by pressure can refreeze on EM drill bits, reducing cutting efficiency, and can clog other parts of the mechanism. EM drills are also more likely to fracture ice cores where the ice is under high stress. When drilling deep holes, which require drilling fluid, the hole must be cased (fitted with a cylindrical lining), since otherwise the drilling fluid will be absorbed by the snow and firn. The casing has to reach down to the impermeable ice layers. To install casing a shallow auger can be used to create a pilot hole, which is then reamed (expanded) until it is wide enough to accept the casing; a large diameter auger can also be used, avoiding the need for reaming. An alternative to casing is to use water in the borehole to saturate the porous snow and firn; the water eventually turns to ice. Ice cores from different depths are not all equally in demand by scientific investigators, which can lead to a shortage of ice cores at certain depths. To address this, work has been done on technology to drill replicate cores: additional cores, retrieved by drilling into the sidewall of the borehole, at depths of particular interest. Replicate cores were successfully retrieved at WAIS divide in the 2012–2013 drilling season, at four different depths. ### Large coring projects The logistics of any coring project are complex because the locations are usually difficult to reach, and may be at high altitude. The largest projects require years of planning and years to execute, and are usually run as international consortiums. The EastGRIP project, for example, which as of 2017 is drilling in eastern Greenland, is run by the Centre for Ice and Climate (Niels Bohr Institute, University of Copenhagen) in Denmark, and includes representatives from 12 countries on its steering committee. Over the course of a drilling season, scores of people work at the camp, and logistics support includes airlift capabilities provided by the US Air National Guard, using Hercules transport planes owned by the National Science Foundation. In 2015 the EastGRIP team moved the camp facilities from NEEM, a previous Greenland ice core drilling site, to the EastGRIP site. Drilling is expected to continue until at least 2020. ## Core processing With some variation between projects, the following steps must occur between drilling and final storage of the ice core. The drill removes an annulus of ice around the core but does not cut under it. A spring-loaded lever arm called a core dog can break off the core and hold it in place while it is brought to the surface. The core is then extracted from the drill barrel, usually by laying it out flat so that the core can slide out onto a prepared surface. The core must be cleaned of drilling fluid as it is slid out; for the WAIS Divide coring project, a vacuuming system was set up to facilitate this. The surface that receives the core should be aligned as accurately as possible with the drill barrel to minimise mechanical stress on the core, which can easily break. The ambient temperature is kept well below freezing to avoid thermal shock. A log is kept with information about the core, including its length and the depth it was retrieved from, and the core may be marked to show its orientation. It is usually cut into shorter sections, the standard length in the US being one metre. The cores are then stored on site, usually in a space below snow level to simplify temperature maintenance, though additional refrigeration can be used. If more drilling fluid must be removed, air may be blown over the cores. Any samples needed for preliminary analysis are taken. The core is then bagged, often in polythene, and stored for shipment. Additional packing, including padding material, is added. When the cores are flown from the drilling site, the aircraft's flight deck is unheated to help maintain a low temperature; when they are transported by ship they must be kept in a refrigeration unit. There are several locations around the world that store ice cores, such as the National Ice Core Laboratory in the US. These locations make samples available for testing. A substantial fraction of each core is archived for future analyses. ### Brittle ice Over a depth range known as the brittle ice zone, bubbles of air are trapped in the ice under great pressure. When the core is brought to the surface, the bubbles can exert a stress that exceeds the tensile strength of the ice, resulting in cracks and spall. At greater depths, the air disappears into clathrates and the ice becomes stable again. At the WAIS Divide site, the brittle ice zone was from 520 m to 1340 m depth. The brittle ice zone typically returns poorer quality samples than for the rest of the core. Some steps can be taken to alleviate the problem. Liners can be placed inside the drill barrel to enclose the core before it is brought to the surface, but this makes it difficult to clean off the drilling fluid. In mineral drilling, special machinery can bring core samples to the surface at bottom-hole pressure, but this is too expensive for the inaccessible locations of most drilling sites. Keeping the processing facilities at very low temperatures limits thermal shocks. Cores are most brittle at the surface, so another approach is to break them into 1 m lengths in the hole. Extruding the core from the drill barrel into a net helps keep it together if it shatters. Brittle cores are also often allowed to rest in storage at the drill site for some time, up to a full year between drilling seasons, to let the ice gradually relax. ## Ice core data ### Dating Many different kinds of analysis are performed on ice cores, including visual layer counting, tests for electrical conductivity and physical properties, and assays for inclusion of gases, particles, radionuclides, and various molecular species. For the results of these tests to be useful in the reconstruction of palaeoenvironments, there has to be a way to determine the relationship between depth and age of the ice. The simplest approach is to count layers of ice that correspond to the original annual layers of snow, but this is not always possible. An alternative is to model the ice accumulation and flow to predict how long it takes a given snowfall to reach a particular depth. Another method is to correlate radionuclides or trace atmospheric gases with other timescales such as periodicities in the earth's orbital parameters. A difficulty in ice core dating is that gases can diffuse through firn, so the ice at a given depth may be substantially older than the gases trapped in it. As a result, there are two chronologies for a given ice core: one for the ice, and one for the trapped gases. To determine the relationship between the two, models have been developed for the depth at which gases are trapped for a given location, but their predictions have not always proved reliable. At locations with very low snowfall, such as Vostok, the uncertainty in the difference between ages of ice and gas can be over 1,000 years. The density and size of the bubbles trapped in ice provide an indication of crystal size at the time they formed. The size of a crystal is related to its growth rate, which in turn depends on the temperature, so the properties of the bubbles can be combined with information on accumulation rates and firn density to calculate the temperature when the firn formed. Radiocarbon dating can be used on the carbon in trapped CO <sub>2</sub>. In the polar ice sheets there is about 15–20 μg of carbon in the form of CO <sub>2</sub> in each kilogram of ice, and there may also be carbonate particles from wind-blown dust (loess). The CO <sub>2</sub> can be isolated by subliming the ice in a vacuum, keeping the temperature low enough to avoid the loess giving up any carbon. The results have to be corrected for the presence of <sup>14</sup> C produced directly in the ice by cosmic rays, and the amount of correction depends strongly on the location of the ice core. Corrections for <sup>14</sup> C produced by nuclear testing have much less impact on the results. Carbon in particulates can also be dated by separating and testing the water-insoluble organic components of dust. The very small quantities typically found require at least 300 g of ice to be used, limiting the ability of the technique to precisely assign an age to core depths. Timescales for ice cores from the same hemisphere can usually be synchronised using layers that include material from volcanic events. It is more difficult to connect the timescales in different hemispheres. The Laschamp event, a geomagnetic reversal about 40,000 years ago, can be identified in cores; away from that point, measurements of gases such as CH <sub>4</sub> (methane) can be used to connect the chronology of a Greenland core (for example) with an Antarctic core. In cases where volcanic tephra is interspersed with ice, it can be dated using argon/argon dating and hence provide fixed points for dating the ice. Uranium decay has also been used to date ice cores. Another approach is to use Bayesian probability techniques to find the optimal combination of multiple independent records. This approach was developed in 2010 and has since been turned into a software tool, DatIce. The boundary between the Pleistocene and the Holocene, about 11,700 years ago, is now formally defined with reference to data on Greenland ice cores. Formal definitions of stratigraphic boundaries allow scientists in different locations to correlate their findings. These often involve fossil records, which are not present in ice cores, but cores have extremely precise palaeoclimatic information that can be correlated with other climate proxies. The dating of ice sheets has proved to be a key element in providing dates for palaeoclimatic records. According to Richard Alley, "In many ways, ice cores are the 'rosetta stones' that allow development of a global network of accurately dated paleoclimatic records using the best ages determined anywhere on the planet". ### Visual analysis Cores show visible layers, which correspond to annual snowfall at the core site. If a pair of pits is dug in fresh snow with a thin wall between them and one of the pits is roofed over, an observer in the roofed pit will see the layers revealed by sunlight shining through. A six-foot pit may show anything from less than a year of snow to several years of snow, depending on the location. Poles left in the snow from year to year show the amount of accumulated snow each year, and this can be used to verify that the visible layer in a snow pit corresponds to a single year's snowfall. In central Greenland a typical year might produce two or three feet of winter snow, plus a few inches of summer snow. When this turns to ice, the two layers will make up no more than a foot of ice. The layers corresponding to the summer snow will contain bigger bubbles than the winter layers, so the alternating layers remain visible, which makes it possible to count down a core and determine the age of each layer. As the depth increases to the point where the ice structure changes to a clathrate, the bubbles are no longer visible, and the layers can no longer be seen. Dust layers may now become visible. Ice from Greenland cores contains dust carried by wind; the dust appears most strongly in late winter, and appears as cloudy grey layers. These layers are stronger and easier to see at times in the past when the earth's climate was cold, dry, and windy. Any method of counting layers eventually runs into difficulties as the flow of the ice causes the layers to become thinner and harder to see with increasing depth. The problem is more acute at locations where accumulation is high; low accumulation sites, such as central Antarctica, must be dated by other methods. For example, at Vostok, layer counting is only possible down to an age of 55,000 years. When there is summer melting, the melted snow refreezes lower in the snow and firn, and the resulting layer of ice has very few bubbles so is easy to recognise in a visual examination of a core. Identification of these layers, both visually and by measuring density of the core against depth, allows the calculation of a melt-feature percentage (MF): an MF of 100% would mean that every year's deposit of snow showed evidence of melting. MF calculations are averaged over multiple sites or long time periods in order to smooth the data. Plots of MF data over time reveal variations in the climate, and have shown that since the late 20th century melting rates have been increasing. In addition to manual inspection and logging of features identified in a visual inspection, cores can be optically scanned so that a digital visual record is available. This requires the core to be cut lengthwise, so that a flat surface is created. ### Isotopic analysis The isotopic composition of the oxygen in a core can be used to model the temperature history of the ice sheet. Oxygen has three stable isotopes, <sup>16</sup> O, <sup>17</sup> O and <sup>18</sup> O. The ratio between <sup>18</sup> O and <sup>16</sup> O indicates the temperature when the snow fell. Because <sup>16</sup> O is lighter than <sup>18</sup> O, water containing <sup>16</sup> O is slightly more likely to turn into vapour, and water containing <sup>18</sup> O is slightly more likely to condense from vapour into rain or snow crystals. At lower temperatures, the difference is more pronounced. The standard method of recording the <sup>18</sup> O/<sup>16</sup> O ratio is to subtract the ratio in a standard known as standard mean ocean water (SMOW): $\mathrm{\delta ^{18}O} = \Biggl( \mathrm{\frac{\bigl( \frac{^{18}O}{^{16}O} \bigr)_{sample}}{\bigl( \frac{^{18}O}{^{16}O} \bigr)_{SMOW}}} -1 \Biggr) \times 1000\ ^{o}\!/\!_{oo},$ where the ‰ sign indicates parts per thousand. A sample with the same <sup>18</sup> O/<sup>16</sup> O ratio as SMOW has a δ<sup>18</sup>O of 0‰; a sample that is depleted in <sup>18</sup> O has a negative δ<sup>18</sup>O. Combining the δ<sup>18</sup>O measurements of an ice core sample with the borehole temperature at the depth it came from provides additional information, in some cases leading to significant corrections to the temperatures deduced from the δ<sup>18</sup>O data. Not all boreholes can be used in these analyses. If the site has experienced significant melting in the past, the borehole will no longer preserve an accurate temperature record. Hydrogen ratios can also be used to calculate a temperature history. Deuterium (<sup>2</sup> H, or D) is heavier than hydrogen (<sup>1</sup> H) and makes water more likely to condense and less likely to evaporate. A δD ratio can be defined in the same way as δ<sup>18</sup>O. There is a linear relationship between δ<sup>18</sup>O and δD: $\mathrm{\delta D} = 8 \times \mathrm{\delta ^{18} O} + \mathrm{d},$ where d is the deuterium excess. It was once thought that this meant it was unnecessary to measure both ratios in a given core, but in 1979 Merlivat and Jouzel showed that the deuterium excess reflects the temperature, relative humidity, and wind speed of the ocean where the moisture originated. Since then it has been customary to measure both. Water isotope records, analyzed in cores from Camp Century and Dye 3 in Greenland, were instrumental in the discovery of Dansgaard-Oeschger events—rapid warming at the onset of an interglacial, followed by slower cooling. Other isotopic ratios have been studied, for example, the ratio between <sup>13</sup> C and <sup>12</sup> C can provide information about past changes in the carbon cycle. Combining this information with records of carbon dioxide levels, also obtained from ice cores, provides information about the mechanisms behind changes in CO <sub>2</sub> over time. ### Palaeoatmospheric sampling It was understood in the 1960s that analyzing the air trapped in ice cores would provide useful information on the paleoatmosphere, but it was not until the late 1970s that a reliable extraction method was developed. Early results included a demonstration that the CO <sub>2</sub> concentration was 30% less at the last glacial maximum than just before the start of the industrial age. Further research has demonstrated a reliable correlation between CO <sub>2</sub> levels and the temperature calculated from ice isotope data. Because CH <sub>4</sub> (methane) is produced in lakes and wetlands, the amount in the atmosphere is correlated with the strength of monsoons, which are in turn correlated with the strength of low-latitude summer insolation. Since insolation depends on orbital cycles, for which a timescale is available from other sources, CH <sub>4</sub> can be used to determine the relationship between core depth and age. N <sub>2</sub>O (nitrous oxide) levels are also correlated with glacial cycles, though at low temperatures the graph differs somewhat from the CO <sub>2</sub> and CH <sub>4</sub> graphs. Similarly, the ratio between N <sub>2</sub> (nitrogen) and O <sub>2</sub> (oxygen) can be used to date ice cores: as air is gradually trapped by the snow turning to firn and then ice, O <sub>2</sub> is lost more easily than N <sub>2</sub>, and the relative amount of O <sub>2</sub> correlates with the strength of local summer insolation. This means that the trapped air retains, in the ratio of O <sub>2</sub> to N <sub>2</sub>, a record of the summer insolation, and hence combining this data with orbital cycle data establishes an ice core dating scheme. Diffusion within the firn layer causes other changes that can be measured. Gravity causes heavier molecules to be enriched at the bottom of a gas column, with the amount of enrichment depending on the difference in mass between the molecules. Colder temperatures cause heavier molecules to be more enriched at the bottom of a column. These fractionation processes in trapped air, determined by the measurement of the <sup>15</sup> N/<sup>14</sup> N ratio and of neon, krypton and xenon, have been used to infer the thickness of the firn layer, and determine other palaeoclimatic information such as past mean ocean temperatures. Some gases such as helium can rapidly diffuse through ice, so it may be necessary to test for these "fugitive gases" within minutes of the core being retrieved to obtain accurate data. Chlorofluorocarbons (CFCs), which contribute to the greenhouse effect and also cause ozone loss in the stratosphere, can be detected in ice cores after about 1950; almost all CFCs in the atmosphere were created by human activity. Greenland cores, during times of climatic transition, may show excess in air bubbles when analysed, due to production by acidic and alkaline impurities. ### Glaciochemistry Summer snow in Greenland contains some sea salt, blown from the surrounding waters; there is less of it in winter, when much of the sea surface is covered by pack ice. Similarly, hydrogen peroxide appears only in summer snow because its production in the atmosphere requires sunlight. These seasonal changes can be detected because they lead to changes in the electrical conductivity of the ice. Placing two electrodes with a high voltage between them on the surface of the ice core gives a measurement of the conductivity at that point. Dragging them down the length of the core, and recording the conductivity at each point, gives a graph that shows an annual periodicity. Such graphs also identify chemical changes caused by non-seasonal events such as forest fires and major volcanic eruptions. When a known volcanic event, such as the eruption of Laki in Iceland in 1783, can be identified in the ice core record, it provides a cross-check on the age determined by layer counting. Material from Laki can be identified in Greenland ice cores, but did not spread as far as Antarctica; the 1815 eruption of Tambora in Indonesia injected material into the stratosphere, and can be identified in both Greenland and Antarctic ice cores. If the date of the eruption is not known, but it can be identified in multiple cores, then dating the ice can in turn give a date for the eruption, which can then be used as a reference layer. This was done, for example, in an analysis of the climate for the period from 535 to 550 AD, which was thought to be influenced by an otherwise unknown tropical eruption in about 533 AD; but which turned out to be caused by two eruptions, one in 535 or early 536 AD, and a second one in 539 or 540 AD. There are also more ancient reference points, such as the eruption of Toba about 72,000 years ago. Many other elements and molecules have been detected in ice cores. In 1969, it was discovered that lead levels in Greenland ice had increased by a factor of over 200 since pre-industrial times, and increases in other elements produced by industrial processes, such as copper, cadmium, and zinc, have also been recorded. The presence of nitric and sulfuric acid (HNO <sub>3</sub> and H <sub>2</sub>SO <sub>4</sub>) in precipitation can be shown to correlate with increasing fuel combustion over time. Methanesulfonate (MSA) (CH <sub>3</sub>SO<sup>−</sup> <sub>3</sub>) is produced in the atmosphere by marine organisms, so ice core records of MSA provide information on the history of the oceanic environment. Both hydrogen peroxide (H <sub>2</sub>O <sub>2</sub>) and formaldehyde (HCHO) have been studied, along with organic molecules such as carbon black that are linked to vegetation emissions and forest fires. Some species, such as calcium and ammonium, show strong seasonal variation. In some cases there are contributions from more than one source to a given species: for example, Ca<sup>++</sup> comes from dust as well as from marine sources; the marine input is much greater than the dust input and so although the two sources peak at different times of the year, the overall signal shows a peak in the winter, when the marine input is at a maximum. Seasonal signals can be erased at sites where the accumulation is low, by surface winds; in these cases it is not possible to date individual layers of ice between two reference layers. Some of the deposited chemical species may interact with the ice, so what is detected in an ice core is not necessarily what was originally deposited. Examples include HCHO and H <sub>2</sub>O <sub>2</sub>. Another complication is that in areas with low accumulation rates, deposition from fog can increase the concentration in the snow, sometimes to the point where the atmospheric concentration could be overestimated by a factor of two. ### Radionuclides Galactic cosmic rays produce <sup>10</sup> Be in the atmosphere at a rate that depends on the solar magnetic field. The strength of the field is related to the intensity of solar radiation, so the level of <sup>10</sup> Be in the atmosphere is a proxy for climate. Accelerator mass spectrometry can detect the low levels of <sup>10</sup> Be in ice cores, about 10,000 atoms in a gram of ice, and these can be used to provide long-term records of solar activity. Tritium (<sup>3</sup> H), created by nuclear weapons testing in the 1950s and 1960s, has been identified in ice cores, and both <sup>36</sup>Cl and <sup>239</sup> Pu have been found in ice cores in Antarctica and Greenland. Chlorine-36, which has a half-life of 301,000 years, has been used to date cores, as have krypton (<sup>85</sup> Kr, with a half-life of 11 years), lead (<sup>210</sup> Pb, 22 years), and silicon (<sup>32</sup> Si, 172 years). ### Other inclusions Meteorites and micrometeorites that land on polar ice are sometimes concentrated by local environmental processes. For example, there are places in Antarctica where winds evaporate surface ice, concentrating the solids that are left behind, including meteorites. Meltwater ponds can also contain meteorites. At the South Pole Station, ice in a well is melted to provide a water supply, leaving micrometeorites behind. These have been collected by a robotic "vacuum cleaner" and examined, leading to improved estimates of their flux and mass distribution. The well is not an ice core, but the age of the ice that was melted is known, so the age of the recovered particles can be determined. The well becomes about 10 m deeper each year, so micrometeorites collected in a given year are about 100 years older than those from the previous year. Pollen, an important component of sediment cores, can also be found in ice cores. It provides information on changes in vegetation. ### Physical properties In addition to the impurities in a core and the isotopic composition of the water, the physical properties of the ice are examined. Features such as crystal size and axis orientation can reveal the history of ice flow patterns in the ice sheet. The crystal size can also be used to determine dates, though only in shallow cores. ## History ### Early years In 1841 and 1842, Louis Agassiz drilled holes in the Unteraargletscher in the Alps; these were drilled with iron rods and did not produce cores. The deepest hole achieved was 60 m. On Erich von Drygalski's Antarctic expedition in 1902 and 1903, 30 m holes were drilled in an iceberg south of the Kerguelen Islands and temperature readings were taken. The first scientist to create a snow sampling tool was James E. Church, described by Pavel Talalay as "the father of modern snow surveying". In the winter of 1908–1909, Church constructed steel tubes with slots and cutting heads to retrieve cores of snow up to 3 m long. Similar devices are in use today, modified to allow sampling to a depth of about 9 m. They are simply pushed into the snow and rotated by hand. The first systematic study of snow and firn layers was by Ernst Sorge, who was part of the Alfred Wegener Expedition to central Greenland in 1930–1931. Sorge dug a 15 m pit to examine the snow layers, and his results were later formalized into Sorge's Law of Densification by Henri Bader, who went on to do additional coring work in northwest Greenland in 1933. In the early 1950s, a SIPRE expedition took pit samples over much of the Greenland ice sheet, obtaining early oxygen isotope ratio data. Three other expeditions in the 1950s began ice coring work: a joint Norwegian-British-Swedish Antarctic Expedition (NBSAE), in Queen Maud Land in Antarctica; the Juneau Ice Field Research Project (JIRP), in Alaska; and Expéditions Polaires Françaises, in central Greenland. Core quality was poor, but some scientific work was done on the retrieved ice. The International Geophysical Year (1957–1958) saw increased glaciology research around the world, with one of the high priority research targets being deep cores in polar regions. SIPRE conducted pilot drilling trials in 1956 (to 305 m) and 1957 (to 411 m) at Site 2 in Greenland; the second core, with the benefit of the previous year's drilling experience, was retrieved in much better condition, with fewer gaps. In Antarctica, a 307 m core was drilled at Byrd Station in 1957–1958, and a 264 m core at Little America V, on the Ross Ice Shelf, the following year. The success of the IGY core drilling led to increased interest in improving ice coring capabilities, and was followed by a CRREL project at Camp Century, where in the early 1960s three holes were drilled, the deepest reaching the base of the ice sheet at 1387 m in July 1966. The drill used at Camp Century then went to Byrd Station, where a 2164 m hole was drilled to bedrock before the drill was frozen into the borehole by sub-ice meltwater and had to be abandoned. French, Australian and Canadian projects from the 1960s and 1970s include a 905 m core at Dome C in Antarctica, drilled by CNRS; cores at Law Dome drilled by ANARE, starting in 1969 with a 382 m core; and Devon Ice Cap cores recovered by a Canadian team in the 1970s. ### Antarctica deep cores Soviet ice drilling projects began in the 1950s, in Franz Josef Land, the Urals, Novaya Zemlya, and at Mirny and Vostok in the Antarctic; not all these early holes retrieved cores. Over the following decades work continued at multiple locations in Asia. Drilling in the Antarctic focused mostly on Mirny and Vostok, with a series of deep holes at Vostok begun in 1970. The first deep hole at Vostok reached 506.9 m in April 1970; by 1973 a depth of 952 m had been reached. A subsequent hole, Vostok 2, drilled from 1971 to 1976, reached 450 m, and Vostok 3 reached 2202 m in 1985 after six drilling seasons. Vostok 3 was the first core to retrieve ice from the previous glacial period, 150,000 years ago. Drilling was interrupted by a fire at the camp in 1982, but further drilling began in 1984, eventually reaching 2546 m in 1989. A fifth Vostok core was begun in 1990, reached 3661 m in 2007, and was later extended to 3769 m. The estimated age of the ice is 420,000 years at 3310 m depth; below that point it is difficult to interpret the data reliably because of mixing of the ice. EPICA, a European ice coring collaboration, was formed in the 1990s, and two holes were drilled in East Antarctica: one at Dome C, which reached 2871 m in only two seasons of drilling, but which took another four years to reach bedrock at 3260 m; and one at Kohnen Station, which reached bedrock at 2760 m in 2006. The Dome C core had very low accumulation rates, which mean that the climate record extended a long way; by the end of the project the usable data extended to 800,000 years ago. Other deep Antarctic cores included a Japanese project at Dome F, which reached 2503 m in 1996, with an estimated age of 330,000 years for the bottom of the core; and a subsequent hole at the same site which reached 3035 m in 2006, estimated to reach ice 720,000 years old. US teams drilled at McMurdo Station in the 1990s, and at Taylor Dome (554 m in 1994) and Siple Dome (1004 m in 1999), with both cores reaching ice from the last glacial period. The West Antarctic Ice Sheet (WAIS) project, completed in 2011, reached 3405 m; the site has high snow accumulation so the ice only extends back 62,000 years, but as a consequence, the core provides high resolution data for the period it covers. A 948 m core was drilled at Berkner Island by a project managed by the British Antarctic Survey from 2002 to 2005, extending into the last glacial period; and an Italian-managed ITASE project completed a 1620 m core at Talos Dome in 2007. In 2016, cores were retrieved from the Allan Hills in Antarctica in an area where old ice lay near the surface. The cores were dated by potassium-argon dating; traditional ice core dating is not possible as not all layers were present. The oldest core was found to include ice from 2.7 million years ago—by far the oldest ice yet dated from a core. ### Greenland deep cores In 1970, scientific discussions began which resulted in the Greenland Ice Sheet Project (GISP), a multinational investigation into the Greenland ice sheet that lasted until 1981. Years of field work were required to determine the ideal location for a deep core; the field work included several intermediate-depth cores, at Dye 3 (372 m in 1971), Milcent (398 m in 1973) and Crete (405 m in 1974), among others. A location in north-central Greenland was selected as ideal, but financial constraints forced the group to drill at Dye 3 instead, beginning in 1979. The hole reached bedrock at 2037 m, in 1981. Two holes, 30 km apart, were eventually drilled at the north-central location in the early 1990s by two groups: GRIP, a European consortium, and GISP-2, a group of US universities. GRIP reached bedrock at 3029 m in 1992, and GISP-2 reached bedrock at 3053 m the following year. Both cores were limited to about 100,000 years of climatic information, and since this was thought to be connected to the topography of the rock underlying the ice sheet at the drill sites, a new site was selected 200 km north of GRIP, and a new project, NorthGRIP, was launched as an international consortium led by Denmark. Drilling began in 1996; the first hole had to be abandoned at 1400 m in 1997, and a new hole was begun in 1999, reaching 3085 m in 2003. The hole did not reach bedrock, but terminated at a subglacial river. The core provided climatic data back to 123,000 years ago, which covered part of the last interglacial period. The subsequent North Greenland Eemian (NEEM) project retrieved a 2537 m core in 2010 from a site further north, extending the climatic record to 128,500 years ago; NEEM was followed by EastGRIP, which began in 2015 in east Greenland and was planned to be completed in 2020. In March 2020, the 2020 EGRIP field campaign was cancelled due to the ongoing COVID-19 pandemic. EastGRIP reopened for field work in 2022, where the CryoEgg reached new depths in the ice, under pressures in excess of 200 bar and temperatures of around -30c. ### Non-polar cores Ice cores have been drilled at locations away from the poles, notably in the Himalayas and the Andes. Some of these cores reach back to the last glacial period, but they are more important as records of El Niño events and of monsoon seasons in south Asia. Cores have also been drilled on Mount Kilimanjaro, in the Alps, and in Indonesia, New Zealand, Iceland, Scandinavia, Canada, and the US. ## Future plans IPICS (International Partnerships in Ice Core Sciences) has produced a series of white papers outlining future challenges and scientific goals for the ice core science community. These include plans to: - Retrieve ice cores that reach back over 1.2 million years, in order to obtain multiple iterations of ice core record for the 40,000-year long climate cycles known to have operated at that time. Current cores reach back over 800,000 years, and show 100,000-year cycles. - Improve ice core chronologies, including connecting chronologies of multiple cores. - Identify additional proxies from ice cores, for example for sea ice, marine biological productivity, or forest fires. - Drill additional cores to provide high-resolution data for the last 2,000 years, to use as input for detailed climate modelling. - Identify an improved drilling fluid - Improve the ability to handle brittle ice, both while drilling and in transport and storage - Find a way to handle cores which have pressurised water at bedrock - Come up with a standardised lightweight drill capable of drilling both wet and dry holes, and able to reach depths of up to 1000 m. - Improve core handling to maximise the information that can be obtained from each core. ## See also - List of ice cores - Ice drilling
2,103,403
On the Banks of the Wabash, Far Away
1,164,457,899
1897 song
[ "1897 songs", "Music of Indiana", "Songs about Indiana", "Songs about rivers", "Songs involved in plagiarism controversies", "Songs written by Paul Dresser", "Symbols of Indiana", "United States state songs" ]
"On the Banks of the Wabash, Far Away" was among the best-selling songs of the 19th century, earning over \$100,000 from sheet-music revenues. Written and composed by American songwriter Paul Dresser, it was published by the Tin Pan Alley firm of Howley, Haviland and Company in October 1897. The lyrics of the ballad reminisce about life near Dresser's childhood home by the Wabash River in Indiana, United States. The song remained popular for decades, and the Indiana General Assembly adopted it as the official state song on March 14, 1913. The song was the basis for a 1923 film of the same title. Its longtime popularity led to the emergence of several lyrical versions, including an 1898 anti-war song and a Swedish version that was a number-one hit. The song was composed during a transitory time in musical history when songs first began to be recorded for the phonograph. It was among the earliest pieces of popular music to be recorded. Dresser's inability to control the distribution of phonograph cylinders led him and his company to join other composers to petition the United States Congress to expand federal copyright protections over the new technology. Dresser's ballad was the subject of some controversy after his death in 1906. His younger brother, novelist Theodore Dreiser, publicly claimed to have authored part of the song, but the validity of his claim was never proven. The ambiguity of United States copyright laws at the time and the poor management of Dresser's estate left the song vulnerable to plagiarism. The 1917 song "Back Home Again in Indiana" borrowed heavily from Dresser's song, both lyrically and musically, and led to a dispute with Dresser's estate that was never resolved. ## Background and composition Paul Dresser, a prominent 19th-century lyricist and music composer, was born in Terre Haute, Indiana. Dresser’s boyhood home was near land adjacent to the Wabash River, the primary internal waterway in the state of Indiana. He later became a traveling musician, comedian, and actor who also composed music for the acts. In 1893 Dresser joined Howley, Haviland and Company, a Tin Pan Alley music publisher based in New York City, as a silent partner. In 1896, after more than twenty years of traveling the country as a performer, Dresser grew tired of the theater and turned his attention to composing music and his music publishing business. By that time Dresser was a nationally-known talent who had traveled throughout the United States. While he occasionally returned to Terre Haute for performances and brief visits, Dresser's songs and letters to his friends often reminisced about Indiana and his childhood home. Dresser officially dedicated the song to fourteen-year-old Mary South, a native of Terre Haute, whom he had never met. The second verse of "Wabash" contains reference to "Mary", but Dresser told a reporter that the name was "fictitious" and used only for "rhythmical purposes", and denied that the inspiration for the name came from a girl he once courted in his youth. When asked what led him to write the song Dresser said, "The same sweet memory that inspired that other Hoosier, James Whitcomb Riley, to sing of the 'Old Swimmin' Hole' ... I was born on the banks of the Wabash at Terre Haute ... My fondest recollections are of my mother and of my early days along this stream." In the first half of 1897 Dresser began to write the song "On the Banks of the Wabash, Far Away" in remembrance of his Indiana home. He tended to compose songs over the course of months, usually in private during the evening hours. He refined his songs by playing the melody repeatedly, making changes and altering notes until it reached his satisfaction. It is believed that Dresser began "Wabash" in New York City in April 1897; continued working on it in May, when he was on vacation at West Baden Springs, Indiana; and completed the ballad in Chicago, while staying at the Auditorium Hotel in the summer of 1897. ## Release It is believed that the song's first public performance took place at the Alhambra Theater in Milwaukee, Wisconsin, probably in June 1897. After "professional copies" (printed samples of the sheet music) of the song were released in July, the final version was published in October as part of a series of "mother-and-home" songs. To spur interest in the song, Howley, Haviland and Company, the song's publisher, distributed 5,000 copies of the sheet music to singers, musicians, theaters, and other musical venues in the month after the song was released. Restaurants, theaters, and street musicians were paid to play the song, while handbills with the lyrics were distributed when the song was performed publicly to help listeners to quickly learn the song. Using the nationwide network of music distribution controlled by Tin Pan Alley, Dresser's publishing company was able to have the song well advertised, which pushed sales on a large scale. "Wabash" became an immediate success. One Chicago department store claimed to have sold 1,471 copies of the song in a single day. In its first year, over 500,000 copies of sheet music for the song were sold. Dresser's biographer, Clayton Henderson, attributed the success of the song to the "perfect marriage of words and music." An Indiana newspaper compared the song in popularity to "Swanee River" and wrote, "Mr. Dresser ... has endeavored to perpetuate the beauties of the Wabash as did Stephen Foster that of the Suwannee River, and certainly no song since the latter has awakened so much interest among lovers of a good song, nor has any other American author seemed as capable of filling the void left vacant by Foster. The song is a gem and a welcome relief from some of the so-called popular songs sprung on the public from time to time." One example attesting to the widespread popularity of Dresser's song occurred in June 1900, when the lighting failed at the Coney Island arena during a prize fight between Terry McGovern and Tommy White. The announcer calmed the panicking crowd of 5,000 by whistling the tune of "On the Banks of the Wabash" and the crowd began to sing along in the dark until the lighting was repaired. By the end of 1898 Dresser reported that nearly one million copies of sheet music would soon be sold, making "Wabash" a "sensation", the "great hit of the day." In a newspaper interview for The Indianapolis Star, Dresser said, "I can't tell you just how much I have cleared off of the song, but the \$50,000 estimate I have seen in some papers is very modest. You see, I am a publisher, as well as a composer, and have a big printing house of my own in New York. I also write the words for all my songs, dictate the circumstances and stage settings for their public introductions, write my own ads, and sometimes sing my own songs. Now what do you think of that for a monopoly, eh?" Dresser earned a substantial income from the song, including royalties through the sale of sheet music. The music industry was in a period of transition at the time the song was published as new technologies allowed music to be recorded. U.S. copyright laws at the time did not allow music composers to control the distribution of phonograph cylinders or music rolls for player pianos. Edison Records paid popular singers like Harry Macdonough to sing the songs and then sold the recordings without paying any royalties to the composer or publisher of the music. Dresser joined with other prominent composers to seek a change in U.S. copyright laws. In 1902 Dresser met with U.S. senators and the Secretary of State in Washington, D.C. He also submitted papers with the U.S. State Department asking for an extension of copyright protection outside the United States, especially in Canada and England. ## Later years By 1900 "Wabash" had sold millions of copies, becoming the best selling song of its time in terms of sheet music sold. The ballad remained popular during the 1920s, becoming a staple song in many singing acts, including male quartet performances. In addition, J. Stuart Blackton directed a 1923 silent film of the same title that was based partially on the song's lyrics. The song appears in the W. C. Fields comedy Man on the Flying Trapeze (1935), in which the house owner Fields, two thieves who broke into his house and the arresting policeman sing the song together. It had appeared in an earlier film of Fields’ It’s a Gift (1934), sung by The Avalon Boys in an auto camp where Fields was staying. The song was also featured prominently in the 1942 film My Gal Sal, the title of another song by Dresser. The Mills Brothers released a performance of the song in 1943. Bing Crosby included the song in a medley on his album Join Bing and Sing Along (1959). ## Lyrics and analysis The ballad speaks of the Wabash River, which flows through Indiana, and reminisces about events that occurred there. The song has two verses and a chorus. The first verse is about the narrator's childhood on a farm and his love for his mother. The second verse is about his lost love, Mary. While the subjects of the verses are connected, the narrative of the chorus is detached from the verses as it seemingly reminisces nostalgically. Without speaking directly of death, both verses indicate the absence of a loved one, and the narrator's sadness and inability to cope with the grief. In the second verse, the narrator cannot bring himself to come near to his lost love's grave. The effort to avoid the subject of death and the focus on fond memories is typical of songs and societal sensibilities at the time. The melody of the song is a memorable tune made easy to learn because of its combination of harmonic repetition and contrast—elements that make music easy to remember while avoiding monotony. The recurrence and dissimilarity within the melody is similar to the patterns in many popular folk songs. Dresser, however, avoided the common 19th-century practice of using a portion of the refrain's melody in the verse. With little formal training in music theory, it is unlikely that Dresser purposefully made any methodical calculations when he composed the melody. Written for piano, guitar, and mandolin, the music begins in the key of G major with an Andante Moderato tempo. The verses follow a chord progression of G–C–G. The chorus transitions to B minor, and progresses as B–E–E, before returning to G–C–G in its final bars. Although the melody of the chorus is unique within the piece, it is in harmonic unity with the verses. An upbeat version played at a Andantino tempo was also adapted for play by small orchestras and big bands. > > On the Banks of the Wabash, Far Away (Verse) Round my Indiana homestead wave the cornfields, In the distance loom the woodlands clear and cool. Oftentimes my thoughts revert to scenes of childhood, Where I first received my lessons, nature's school. But one thing there is missing from the picture, Without her face it seems so incomplete. I long to see my mother in the doorway, As she stood there years ago, her boy to greet. > > > > (Chorus) Oh, the moonlight's fair tonight along the Wabash, From the fields there comes the breath of newmown hay. Through the sycamores the candle lights are gleaming, On the banks of the Wabash, far away. > > > > (Verse) Many years have passed since I strolled by the river, Arm in arm, with sweetheart Mary by my side, It was there I tried to tell her that I loved her, It was there I begged of her to be my bride. Long years have passed since I strolled thro' the churchyard. She's sleeping there, my angel, Mary dear, I loved her, but she thought I didn't mean it, Still I'd give my future were she only here. ## Disputes and plagiarism A year after the song was published Dresser's brother Theodore, who later became a famous novelist, privately claimed to have authored its lyrics. In 1917, after Dresser's 1906 death, Theodore made his controversial claim public in a newspaper article. Already a controversial figure because of his open support for communism and tendency to make negative comments about his home state, Theodore's claims were ridiculed in many papers and by prominent Hoosiers who dismissed it as a hoax. Although Theodore never retracted his assertion that he wrote the first verse and chorus of the song, he downplayed the importance of his alleged contribution in later years. It is possible that Theodore did give his brother the idea for the song, and may have even authored a portion of the lyrics, some of which reflect his writing style. The line stating "where I first received my lessons, nature's school" is a possible link, reflecting Theodore's obsession with nature during his youth and his belief that it held the answers to life, a topic he wrote of on several occasions. Dresser died penniless after his publishing business failed. Known for his generosity, he also had a tendency to overspend and give money to his friends and family. In addition, copyrights to Dresser's music were poorly managed after the Haviland and Dresser Company went bankrupt in 1905. Maurice Richmond Music, who purchased the bankrupt company's copyrights, gave Ballard MacDonald and James Hanley permission to use two bars from Dresser's ballad in a song they published in 1917. MacDonald and Hanley's "Back Home Again in Indiana" has since eclipsed "On the Banks of the Wabash, Far Away" in public use. Their song borrowed heavily from "On the Banks of the Wabash, Far Away" in the chorus, both musically and lyrically, using far more than just the two bars granted to them. Twenty-six bars from the last two lines of the chorus are copied almost identically. The lyrics of these same lines, "Through the sycamores the candle lights are gleaming, On the banks of the Wabash, far away" is also borrowed from, and changed to "the gleaming candle lights, are still shining bright, through the sycamore trees". The first part of the chorus, "Oh the moonlight's fair tonight along the Wabash", is also reused and changed to "When I think about the moonlight on the Wabash, then I long for my Indiana home". Under Theodore's guidance, Dresser's estate accused Hanley of plagiarism and threatened to bring a suit against Paull-Pioneer Music Corporation, the publisher of "Back Home Again in Indiana". Despite lengthy discussions, no action was ever taken to resolve the dispute, largely due to the ambiguous nature of U.S. copyright laws in the early 20th century and the estate's lack of finances. ## State song On March 14, 1913, the Indiana General Assembly adopted "On the Banks of the Wabash, Far Away" as the official state song. The song's lyrics and required uses were added to the Indiana Code. The state song was the first official symbol of Indiana, adopted four years before the state flag. In 1925 Indiana General Assembly passed legislation that required Indiana's public school teachers to teach the song as part of their curriculum. That same year the New York Times reported that 20,000 copies of the song were distributed to the state's public school teachers. The song is often played at major sporting events, including the Indianapolis 500. Although "On the Banks of Wabash, Far Away" is Indiana's official song, "Back Home Again in Indiana" is more widely used and is falsely believed by many to be the state song. One of the leading causes of the state song's fall into obscurity was a change in its use at the Indianapolis 500 during the 1940s. "On the Banks of the Wabash, Far Away" is played at the event as the race cars move into their starting positions, a period that receives little television coverage, while "Back Home Again in Indiana" is sung just before the start of the race and is broadcast publicly. The change to singing "Back Home Again in Indiana" at public events continued in the following years, and it is often played in the place of "On the Banks of the Wabash, Far Away" at state college football games and other prominent events. In 1997, to commemorate the song's centennial anniversary, the Indiana General Assembly passed a resolution reconfirming "On the Banks of the Wabash, Far Away" as the state's official song and urged state institutions to make more use of it and return it to popularity. ## Adaptations In 1898 Andrew B. Sterling wrote a folk adaptation of the song about the Spanish–American War, entitled "On the Shores of Havana, Far Away". The lyrics consisted of a verse lamenting the dead from the explosion of the USS Maine, a second hoping to avoid the draft, and a third criticizing and ridiculing the war. The chorus expressed sorrow for soldiers who had to occupy Havana and those who died in the war. Howley, Haviland and Company published the song, giving Sterling credit for the words, but paying royalties to Dresser for use of the melody. In 1914 Karl-Ewert Christenson wrote Swedish-language lyrics to the melody of Dresser's song. Christenson titled the new song "Barndomshemmet" ("The Childhood Home"). The Swedish lyrics describe emigration from Sweden to the United States and was made popular by cabaret and revue artist Ernst Rolf, who had one of his first major hits with the song. A 1970 version of "Barndomshemmet" sung by Dan Eriksson reached number one on Svensktoppen, the Swedish hit list.
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Anglo-Scottish war (1650–1652)
1,173,622,627
Conflict between supporters of Charles II and the English Commonwealth
[ "1650 in England", "1650 in Scotland", "1651 in England", "1651 in Scotland", "Conflicts in 1650", "Conflicts in 1651", "England–Scotland relations", "English Civil War", "Wars of the Three Kingdoms" ]
The Anglo-Scottish war (1650–1652), also known as the Third Civil War, was the final conflict in the Wars of the Three Kingdoms, a series of armed conflicts and political machinations between shifting alliances of religious and political factions in England, Scotland and Ireland. The 1650 English invasion was a pre-emptive military incursion by the English Commonwealth's New Model Army, intended to allay the risk of Charles II invading England with a Scottish army. The First and Second English Civil Wars, in which English Royalists, loyal to Charles I, fought Parliamentarians for control of the country, took place between 1642 and 1648. When the Royalists were defeated for the second time the English government, exasperated by the duplicity of Charles I during negotiations, set up a High Court of Justice which found the King guilty of treason and executed him on 30 January 1649. At the time, England and Scotland were separate independent kingdoms, joined politically through a personal union; Charles I was, separately, both the king of Scotland, and the king of England. The Scots had fought in support of the English Parliamentarians in the First English Civil War, but sent an army in support of Charles I into England during the Second. The Parliament of Scotland, which had not been consulted before the execution, declared his son, Charles II, King of Britain. In 1650 Scotland was rapidly raising an army. The leaders of the English Commonwealth government felt threatened and on 22 July the New Model Army under Oliver Cromwell invaded Scotland. The Scots, commanded by David Leslie, retreated to Edinburgh and refused battle. After a month of manoeuvring, Cromwell unexpectedly led the English army out of Dunbar in a night attack on 3 September and heavily defeated the Scots. The survivors abandoned Edinburgh and withdrew to the strategic bottleneck of Stirling. The English secured their hold over southern Scotland, but were unable to advance past Stirling. On 17 July 1651 the English crossed the Firth of Forth in specially constructed boats and defeated the Scots at the Battle of Inverkeithing on 20 July. This cut off the Scottish army at Stirling from its sources of supply and reinforcements. Charles II, believing that the only alternative was surrender, invaded England in August. Cromwell pursued, few Englishmen rallied to the Royalist cause and the English raised a large army. Cromwell brought the badly outnumbered Scots to battle at Worcester on 3 September and completely defeated them, marking the end of the Wars of the Three Kingdoms. Charles II was one of the few to escape. This demonstration that the English were willing to fight to defend the republic and capable of doing so effectively strengthened the position of the new English government. The defeated Scottish government was dissolved and the kingdom of Scotland was absorbed into the Commonwealth. Following much in-fighting Cromwell ruled as Lord Protector. After his death, further in-fighting resulted in Charles II being crowned King of England on 23 April 1661, twelve years after being crowned by the Scots. This completed the Stuart Restoration. ## Terminology Some historians have referred to the conflict, which followed the First and Second English Civil Wars, as the Third Civil War. This view has been criticised: John Philipps Kenyon and Jane Ohlmeyer noted that the conflict was not an exclusively English affair, so cannot be considered part of the English Civil War; the historian Austin Woolrych observed that it was almost entirely a conflict between Scottish and English forces, involving very few English soldiers fighting on behalf of the king at the final battle at Worcester, so it was "seriously misleading" to refer to it as a civil war. Although the conflict was certainly a part of the wider Wars of the Three Kingdoms, rather than being a continuation of the English Civil War, it was by this stage a war between Scotland, ruled by the Covenanting government under Charles II, and the English Commonwealth. ## Background ### Bishops' Wars and English Civil Wars In 1639, and again in 1640, Charles I, who was king of both Scotland and England in a personal union, went to war with his Scottish subjects in the Bishops' Wars. These had arisen from the Scots' refusal to accept the attempts of Charles I to reform the Scottish Kirk to bring it into line with English religious practices. Charles I was not successful in these endeavours, and the ensuing settlement established the Covenanters' hold on Scottish government, requiring all civil office-holders, parliamentarians and clerics to sign the National Covenant, and giving the Scottish Parliament the authority to approve all the King's councillors in Scotland. After years of rising tensions the relationship between Charles I and his English Parliament broke down, starting the First English Civil War in 1642. In England the supporters of Charles I, the Royalists (Cavaliers), were opposed by the combined forces of the Parliamentarians (Roundheads) and the Scots. In 1643 the latter pair formed an alliance bound by the Solemn League and Covenant, in which the English Parliament agreed to reform the English church along similar lines to the Scottish Kirk in return for the Scots' military assistance. After four years of war the Royalists were defeated and Charles I surrendered to the Scots at their camp near Newark-on-Trent on 5 May 1646. The Scots agreed with the English Parliament on a peace settlement which would be put before the King. Known as the Newcastle Propositions, it would have required all the king's subjects in Scotland, England and Ireland to sign the Solemn League and Covenant, brought the church in each kingdom into accordance with the Covenant and with Presbyterianism, and ceded much of secular authority of Charles I as king of England to the English Parliament. The Scots spent some months trying to persuade Charles I to agree to these terms, but he refused to do so. The Scottish army had remained in England after the war, pending payment of the large subsidy the Parliamentarians had promised. A financial settlement was reached, the Scots handed Charles I over to the English Parliamentary forces and they left England on 3 February 1647. Charles I now engaged in separate negotiations with different factions. Presbyterian English Parliamentarians and the Scots wanted him to accept a modified version of the Newcastle Propositions, but in June 1647, Cornet George Joyce of the New Model Army seized Charles I, and the army council pressed him to accept the Heads of Proposals, a less demanding set of terms which, crucially, did not require a Presbyterian reformation of the church. He rejected these as well and instead signed an offer known as the Engagement, which had been thrashed out with the Scottish delegation, on 26 December 1647. Charles I agreed to confirm the Solemn League and Covenant by Act of Parliament in both kingdoms, and to accept Presbyterianism in England, but only for a trial period of three years, in return for the Scots' assistance in regaining his throne in England. When the delegation returned to Edinburgh with the Engagement, the Scots were bitterly divided on whether to ratify its terms. Its supporters, who became known as the Engagers, argued that it offered the best chance the Scots would get of acceptance of the Covenant across the three kingdoms, and that rejecting it risked pushing Charles I to accept the Heads of Proposals. It was opposed by those who believed that to send an army into England on behalf of the king would be to break the Solemn League and Covenant, and that it offered no guarantee of a lasting Presbyterian church in England; the Kirk went so far as to issue a declaration on 5 May 1648 condemning the Engagement as a breach of God's law. After a protracted political struggle, the Engagers gained a majority in the Scottish Parliament, by which time war had again broken out in England between Royalists and Parliamentarians. The Scots sent an army under the command of the Duke of Hamilton into England to fight on behalf of the king in July, but it was heavily defeated at Preston by a force led by Oliver Cromwell. The rout of the Engager army led to further political upheaval in Scotland, and the faction opposed to the Engagement was able to gain control of the government, with the assistance of a group of English Parliamentary cavalry led by Cromwell. ### Accession of Charles II Exasperated by the duplicity of Charles I and by the English Parliament's refusal to stop negotiating with him and accept the demands of the New Model Army, the Army purged Parliament and established the Rump Parliament, which appointed a High Court of Justice to try Charles I for treason against the English people. He was convicted and on 30 January 1649 beheaded. On 19 May, with the establishment of the Commonwealth of England, the country became a republic. The Scottish Parliament, which had not been consulted before the king's execution, declared his son Charles II, King of Britain. Before they would permit him to return from exile in the Dutch Republic to take up his crown, they demanded he sign both Covenants: recognising the authority of the Kirk in religious matters, and that of Parliament in civil affairs. Charles II was initially reluctant to accept these conditions, but after Cromwell's campaign in Ireland crushed his Royalist supporters there, he felt compelled to accept the Scottish terms, and signed the Treaty of Breda on 1 May 1650. The Scottish Parliament set about rapidly recruiting an army to support the new king, and Charles II set sail to Scotland, landing on 23 June. ## English invasion of Scotland (1650–1652) The leaders of the English Commonwealth felt threatened by the Scots reassembling an army. They pressed Thomas Fairfax, lord general of the New Model Army, to launch a pre-emptive attack. Fairfax accepted the commission to lead the army north to defend against the possibility of a Scottish invasion, but was unwilling to strike the first blow against his former allies, believing England and Scotland were still bound by the Solemn League and Covenant. When a formal order to attack came on 20 June 1650, Fairfax resigned his commission. A parliamentary committee which included Cromwell, his close friend, attempted to dissuade him, pleading with him over the course of a whole night to change his mind, but Fairfax remained resolute, and retired from public life. Cromwell succeeded to his office as lord general, becoming commander-in-chief of the New Model Army. He received his commission on 28 June, and set out for Scotland the same day, crossing the Tweed at the head of 16,000 men on 22 July. Once the Treaty of Breda had been signed, the Scottish Parliament started levying men to form a new army, under the command of the experienced general David Leslie. Their aim was to increase their forces to more than 36,000 men, but that number was never achieved; by the time Cromwell entered Scotland, Leslie had fewer than 10,000 infantry and 3,000 cavalry, although these numbers fluctuated during the course of the campaign. The government instituted a commission to purge the army of anyone suspected of having supported the Engagement, as well as men considered sinful or undesirable. This was opposed, unsuccessfully, by much of the Scottish nobility and most of the experienced military leaders, including Leslie. The purge removed many experienced men and officers, and the bulk of the army was composed of raw recruits with little training or experience. Leslie prepared a defensive line of earthworks between Edinburgh and Leith, and employed a scorched earth policy between this line and the English border. He then allowed Cromwell to advance unopposed. Lack of supplies, and the hostility of the local people towards the English invaders forced Cromwell to rely on a seaborne supply chain, and he captured the ports of Dunbar and Musselburgh to facilitate this. Operations were hampered by persistent bad weather. These adverse conditions caused a shortage of food and much sickness in the English army, substantially reducing its strength. Cromwell attempted to bring the Scots to battle at Edinburgh. He advanced on Leslie's lines on 29 July, capturing Arthur's Seat and bombarding Leith from Salisbury Crags. Cromwell was not able to draw Leslie out, and the English retired to their camp at Musselburgh, where they were subjected to a night raid by a party of Scottish cavalry. Cromwell's attack coincided with a visit by Charles II to the Scottish army, where he was warmly received. Members of the Covenanter government, concerned that their godly war would be corrupted by feelings of personal loyalty to the king, asked Charles II to leave. They then ordered a new purge, which was quickly enacted in early August, removing 80 officers and 4,000 of Leslie's men. This damaged morale as well as weakening the army's strength. Throughout August Cromwell continued to try and draw the Scots out from their defences to enable a set piece battle. Leslie resisted, ignoring pressure from the secular and religious Scottish hierarchy to attack Cromwell's weakened army. He reasoned that the persistent bad weather, the difficult English supply situation, and the dysentery and fever that had broken out in the English camp would force Cromwell to withdraw back into England before winter set in. On 31 August Cromwell did withdraw; the English army reached Dunbar on 1 September, having taken two days to march the 17 miles (27 km) from Musselburgh, harassed day and night by the pursuing Scots. The road was left littered with abandoned equipment and the men arrived hungry and demoralised. The Scottish army outflanked the English, blocking the road to Berwick and England at the easily defended Cockburnspath Defile. Their main force encamped on the 177-metre-high (581 ft) Doon Hill, 2 miles (3 km) south of Dunbar, where it overlooked the town and the coastal road running south west from the town. The hill was all but invulnerable to direct assault. The English army had lost its freedom of manoeuvre, although they could supply themselves by sea and, if need be, evacuate the army the same way. On 2 September Cromwell surveyed the situation, and wrote to the governor of Newcastle warning him to prepare for a possible Scottish invasion. ### Battle of Dunbar Believing the English army was in a hopeless situation and under pressure to finish it off rapidly, Leslie moved his army off the hill and into a position to attack Dunbar. On the night of 2-3 September Cromwell manoeuvred his army so as to be able to launch a concentrated pre-dawn attack against the Scots' right wing. Whether this was part of a plan to decisively defeat them, or part of an attempt to break through and escape back to England is debated by historians. The Scots were caught by surprise, but put up a stout resistance. Their cavalry were pushed back by the English, and Leslie was unable to deploy most of his infantry into the battle because of the terrain. The battle was undecided when Cromwell personally led his cavalry reserve in a flank attack on the two Scottish infantry brigades that had managed to come to grips with the English and rolled up the Scottish line. Leslie executed a fighting withdrawal, but some 6,000 Scots, from his army of 12,000, were taken prisoner, and approximately 1,500 killed or wounded. The prisoners were taken to England; many died on the march south, or in captivity. At least some of those who survived were deported to become indentured workers on English possessions in North America. ### Scottish retreat When the news of the defeat reached Edinburgh, many people fled the city in panic, but Leslie sought to rally what remained of his army, and established a new defensive line at the strategic choke point of Stirling. There he was joined by the bulk of the government, clergy, and Edinburgh's mercantile elite. Major-general John Lambert was sent to capture Edinburgh, which fell on 7 September, while Cromwell marched on the port of Leith, which offered much better facilities for landing supplies and reinforcements than Dunbar. Without Leslie's army to defend them, both were captured with little difficulty. Cromwell took pains to persuade the citizens of Edinburgh that his war was not with them; he promised their property would be respected, and allowed them to come and go freely, hold markets, and observe their usual religious services, although the latter were restricted as most of the clergy had removed to Stirling. He also took steps to secure food for the city, which by this point was short on supplies. Edinburgh Castle held out until December, but since it was cut off from reinforcement and supplies and offered no threat, Cromwell did not assault it, and treated its commander with courtesy. Austin Woolrych described the behaviour of the occupying troops as "exemplary", and observed that after a short time many fugitives returned to the city, and its economic life returned to something akin to normality. The defeat at Dunbar caused great damage to Leslie's reputation and authority. He attempted to resign as head of the army, but the Scottish government would not permit it, largely because of a lack of any plausible replacement. Several of his officers refused to take orders from him, and left Leslie's forces to join a new army being raised by the Western Association. Divisions already present in the Scottish government were widened by the new situation. The more practical blamed the purges for Leslie's defeat, and looked to bring the Engagers back into the fold; the more dogmatic thought God had deserted them because the purges had not gone far enough, and argued that too much faith had been put in a worldly prince who was not sufficiently committed to the cause of the Covenant. These more radical elements issued the divisive Western Remonstrance, which castigated the government for its failure to properly purge the army, and further widened the rifts between the Scots. The Remonstrants, as this group became known, took command of the Western Association army, and attempted to negotiate with Cromwell, urging him to depart Scotland and leave them in control; Cromwell rejected their advances and comprehensively destroyed their army at the Battle of Hieton (near the centre of modern Hamilton) on 1 December. ### Battle of Inverkeithing During December 1650 Charles II and the Scottish government reconciled with the Engagers and those Highland chiefs who had been excluded due to their refusal to sign the Covenant. These competing factions were poorly coordinated and it was not until the late spring of 1651 that they were fully integrated into the Scottish army. In January 1651 the English attempted to outflank Stirling by shipping a force across the Firth of Forth, but this was unsuccessful. In early February the English army advanced against Stirling, then retreated in dreadful weather, Cromwell falling ill. In late June the Scottish army advanced south. The English moved north from Edinburgh to meet them, but Leslie positioned his army north of Falkirk, behind the River Carron. This position was too strong for Cromwell to assault; Leslie resisted every provocation to fight another open battle and eventually withdrew. Cromwell followed and attempted to bypass Stirling, but was unable to. He then marched to Glasgow and sent raiding parties into Scottish-held territory. The Scottish army shadowed the English, moving south west to Kilsyth on 13 July. Early on 17 July, an English force of 1,600 men under Colonel Robert Overton crossed the Firth of Forth at its narrowest point in 50 specially constructed flat-bottomed boats, landing at North Queensferry on the isthmus leading from the port to the mainland. The Scottish garrison at Burntisland moved towards the English landing place and sent for reinforcements from Stirling and Dunfermline. The Scots dug in and awaited their reinforcements, and for four days the English shipped the balance of their own force across the Forth and Lambert took command. On 20 July the Scots, more than 4,000 strong and commanded by Major-general James Holborne advanced against the English force of approximately 4,000 men. After a ninety-minute hiatus the cavalry of both forces engaged on each flank. In both cases the Scots initially had the better of it, but failed to exploit their advantage, were counter-charged by the English reserves, and routed. The previously unengaged Scottish infantry attempted to retreat, but suffered heavy casualties in the running battle that ensued, losing many men killed or captured. After the battle, Lambert marched 6 miles (10 km) east and captured the deep-water port of Burntisland. Cromwell shipped most of the English army there, assembling 13,000 to 14,000 men by 26 July. He then ignored the Scottish army at Stirling and on 31 July marched on the seat of the Scottish government at Perth, which he besieged. Perth surrendered after two days, cutting off the Scottish army from reinforcements, provisions and materiel. Cromwell deliberately left the route south clear, reckoning that if the Scots abandoned their defensive positions, then once in the open they could be destroyed. Charles II and Leslie, seeing no hope of victory if they stayed to face Cromwell, marched south on 31 July in a desperate bid to raise Royalist support in England. By this time they had only around 12,000 men, who were very short of firearms. Cromwell and Lambert followed, shadowing the Scottish army while leaving Lieutenant-general George Monck with 5,000 men in Scotland to mop up what resistance remained. ### Mopping up By the end of August, Monck had captured Stirling, Alyth, and St Andrews. Dundee and Aberdeen were the last major towns not under English control. The strength of Dundee's fortifications meant many Scots had deposited money and valuables there, to keep them safe from the English. Monck drew up his full army outside the town on 26 August and demanded its surrender. The governor, believing the town walls and the local militia strong enough to withstand the English, refused. Infuriated at having to risk his men's lives with an assault when the war was all but over, Monck gave permission for the town to be sacked once it was captured. After a three-day bombardment the English stormed the west and east ports on 1 September. They broke into the town and thoroughly sacked it; several hundred civilians, including women and children, were killed. Monck admitted to 500, but the total may have been as high as 1,000. Monck allowed the army 24 hours to pillage and a large amount of booty was seized. Subsequently, strict military discipline was enforced. Shortly afterwards Aberdeen, whose council saw no benefit in resisting an inevitable and costly defeat, surrendered promptly when a party of Monck's cavalry arrived. The English army campaigned in the western Highlands to subdue the clans through early 1652, and three significant but isolated fortresses held out for a time. Brodick Castle surrendered on 6 April, and the Bass Rock fell a few days later. Dunnottar Castle, where the Honours of Scotland were being held, was the last major Scottish stronghold to surrender, on 24 May 1652, after the Honours had been smuggled out of the castle. ## Scottish invasion of England (1651) The army which Leslie and Charles II led into England in August 1651, despite being 12,000 strong, was desperately short of supplies and equipment. The lack of muskets meant many men were equipped with bows. The Scots marched rapidly south and were outside Carlisle by 8 August. The town refused Charles II entry and the Scots marched further into England. Cromwell sent two forces, each of about 4,000 mounted men to harass the Scots and followed with his main force of 10,000 men. On 13 August the Parliamentarians attempted to hold the bridge at Warrington, but when the Scots attacked in force the English withdrew. Twenty-two days after leaving Stirling the Scottish army reached Worcester, having marched some 330 miles (530 km). The exhausted Scots paused in Worcester and hoped Royalist recruits would join them from Wales, the Welsh Marches and the West Country, but few did. Charles II had hopes of a major Royalist uprising, but very few Englishmen joined the army, partly because they found the prospect of a renewed monarchy bound by the Covenant unedifying. Little military support existed for Charles II and this was rapidly suppressed by the Parliamentarians. A force of 1,500 from the Isle of Man gathered in Lancashire under the Earl of Derby and attempted to join the Royalist army, but they were intercepted at Wigan on 25 August by Parliamentarian troops and defeated. The largest single English contingent to join the army was only 60 strong. The English Council of State called up all the troops it could. Large musters took place at Northampton, Gloucester, Reading and Barnet. The London trained bands assembled 14,000 strong on 25 August and Fairfax secured Yorkshire. Parliamentarian forces concentrated around the Scottish army, where by the end of August Cromwell had 31,000 men against the 12,000 in the Scottish army. . ### Battle of Worcester The English not only far outnumbered the Scots, but were better trained, better equipped, better supplied and cut the Scots' line of retreat. Worcester was a naturally strong defensive position and was well fortified, and so Cromwell moved his forces into position deliberately. On 3 September 1651 he attacked from the south. The Scots attempted a desperate counter attack, but Cromwell moved his reserves to reinforce the threatened sector and the Scots were beaten back. The Parliamentarians broke into Worcester and captured it after fierce house-to-house fighting. The historian Barry Coward wrote "It was a divided enemy that Cromwell fought after Dunbar and decisively defeated at Worcester". The defeated army lost more than 2,000 killed, and more than 6,000 Royalists were captured that day, nearly all Scots. The prisoners were either sent to work on drainage projects in the Fens or transported to North America to work as forced labour. Leslie, along with most of the Royalist commanders, was captured. Charles II managed to escape to the continent. In the aftermath of the battle, Worcester was looted by the Parliamentarian army. Around 3,000 Scottish cavalry escaped northwards; en route back to Scotland they were harried by the English and most were captured or killed. ## Aftermath The Battle of Worcester was the last significant pitched battle in the Wars of the Three Kingdoms. Before Worcester, the Commonwealth faced widespread international hostility evoked by the execution of Charles I. The victory strengthened their position, since it was clear the English people were willing to fight to defend the republic and capable of doing so effectively. The reliance of Charles II on a Scottish army in his attempts to regain the English crown had cost him support: Charles II realised he would need to win over the English if he wished to regain the throne. On arrival in France, he declared he would rather be hanged than ever to return to Scotland. The conquest of Scotland, and that of Ireland, won the Commonwealth respect among its continental neighbours: by early 1652 its legitimacy had been recognised by the French, Spanish, Dutch and Danes, and its navy had been able to assert its control over the Channel and Scilly Isles, as well as England's possessions in Barbados and North America. The threat of imminent Royalist invasion had been nullified. The defeated Scottish government was dissolved, and the English Parliament absorbed the kingdom of Scotland into the Commonwealth. Military rule was imposed, with 10,000 English troops garrisoned across the country to quell the threat of local uprisings. Negotiations between commissioners of the English Parliament and the deputies of Scotland's shires and burghs began to formalise the incorporation of Scottish legal and political structures into the new British state. By 1653 two Scottish representatives were invited to take seats in the English Barebone's Parliament. After in-fighting between factions in Parliament and the army, Cromwell ruled over the Commonwealth as Lord Protector from December 1653 until his death in September 1658. On Oliver Cromwell's death, his son Richard became Lord Protector, but the Army had little confidence in him. In May 1659, seven months after Oliver Cromwell's death, the Army removed Richard and re-installed the Rump; military force shortly dissolved this as well. General George Monck, by then commander-in-chief of the English forces in Scotland, marched south with his army, crossing the Tweed on 2 January 1660 and entering London on 3 February, where he called new parliamentary elections. These resulted in the Convention Parliament which on 8 May 1660 declared that Charles II had reigned as the lawful monarch since the execution of Charles I. Charles II returned from exile and was crowned King of England on 23 April 1661, completing the Restoration. ## See also - Chronology of the Wars of the Three Kingdoms - Timeline of the English Civil War ## Notes, citations and sources
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H.M.S. Pinafore
1,160,805,809
1878 comic opera by Gilbert & Sullivan
[ "1878 operas", "English comic operas", "English-language operas", "Fictional ships of the Royal Navy", "Operas", "Operas by Gilbert and Sullivan", "Operas set in the British Isles", "Works set on ships" ]
H.M.S. Pinafore; or, The Lass That Loved a Sailor is a comic opera in two acts, with music by Arthur Sullivan and a libretto by W. S. Gilbert. It opened at the Opera Comique in London, on 25 May 1878 and ran for 571 performances, which was the second-longest run of any musical theatre piece up to that time. H.M.S. Pinafore was Gilbert and Sullivan's fourth operatic collaboration and their first international sensation. The story takes place aboard the Royal Navy ship HMS Pinafore. The captain's daughter, Josephine, is in love with a lower-class sailor, Ralph Rackstraw, although her father intends her to marry Sir Joseph Porter, the First Lord of the Admiralty. She abides by her father's wishes at first, but Sir Joseph's advocacy of the equality of humankind encourages Ralph and Josephine to overturn conventional social order. They declare their love for each other and eventually plan to elope. The Captain discovers this plan, but, as in many of the Gilbert and Sullivan operas, a surprise disclosure changes things dramatically near the end of the story. Drawing on several of his earlier "Bab Ballad" poems, Gilbert imbued this plot with mirth and silliness. The opera's humour focuses on love between members of different social classes and lampoons the British class system in general. Pinafore also pokes good-natured fun at patriotism, party politics, the Royal Navy, and the rise of unqualified people to positions of authority. The title of the piece comically applies the name of a garment for girls and women, a pinafore, to the fearsome symbol of a warship. Pinafore's extraordinary popularity in Britain, America and elsewhere was followed by the similar success of a series of Gilbert and Sullivan works, including The Pirates of Penzance and The Mikado. Their works, later known as the Savoy operas, dominated the musical stage on both sides of the Atlantic for more than a decade and continue to be performed today. The structure and style of these operas, particularly Pinafore, were much copied and contributed significantly to the development of modern musical theatre. ## Background In 1875, Richard D'Oyly Carte, who was then managing the Royalty Theatre for Selina Dolaro, brought Gilbert and Sullivan together to write their second show, a one-act opera entitled Trial by Jury. This proved a success, and in 1876 D'Oyly Carte assembled a group of financial backers to establish the Comedy Opera Company, which was devoted to the production and promotion of family-friendly English comic opera. With this theatre company, Carte finally had the financial resources, after many failed attempts, to produce a new full-length Gilbert and Sullivan opera. This next opera was The Sorcerer, which opened in November 1877. It too was successful, running for 178 performances. Sheet music from the show sold well, and street musicians played the melodies. Instead of writing a piece for production by a theatre proprietor, as was usual in Victorian theatres, Gilbert, Sullivan and Carte produced the show with their own financial support. They were therefore able to choose their own cast of performers, rather than being obliged to use the actors already engaged at the theatre. They chose talented actors, most of whom were not well-known stars and did not command high fees, and to whom they could teach a more naturalistic style of performance than was commonly used at the time. They then tailored their work to the particular abilities of these performers. The skill with which Gilbert and Sullivan used their performers had an effect on the audience; as critic Herman Klein wrote: "we secretly marvelled at the naturalness and ease with which [the Gilbertian quips and absurdities] were said and done. For until then no living soul had seen upon the stage such weird, eccentric, yet intensely human beings. ... [They] conjured into existence a hitherto unknown comic world of sheer delight." The success of The Sorcerer paved the way for another collaboration by Gilbert and Sullivan. Carte agreed on terms for a new opera with the Comedy Opera Company, and Gilbert began work on H.M.S. Pinafore before the end of 1877. Gilbert's father had been a naval surgeon, and the nautical theme of the opera appealed to him. He drew on several of his earlier "Bab Ballad" poems (many of which also have nautical themes), including "Captain Reece" (1868) and "General John" (1867). Some of the characters also have prototypes in the ballads: Dick Deadeye is based on a character in "Woman's Gratitude" (1869); an early version of Ralph Rackstraw can be seen in "Joe Go-Lightly" (1867), with its sailor madly in love with the daughter of someone who far outranks him; and Little Buttercup is taken almost wholesale from "The Bumboat Woman's Story" (1870). On 27 December 1877, while Sullivan was on holiday on the French Riviera, Gilbert sent him a plot sketch accompanied by the following note: > I have very little doubt whatever but that you will be pleased with it. ... there is a good deal of fun in it which I haven't set down on paper. Among other things a song (a kind of 'Judge's Song') for the First Lord – tracing his career as office-boy ... clerk, traveller, junior partner and First Lord of Britain's Navy. ... Of course there will be no personality in this – the fact that the First Lord in the Opera is a Radical of the most pronounced type will do away with any suspicion that W. H. Smith is intended. Despite Gilbert's disclaimer, audiences, critics and even the Prime Minister, Benjamin Disraeli, identified Sir Joseph Porter with W. H. Smith, a politician who had recently been appointed First Lord of the Admiralty despite having neither military nor nautical experience. Sullivan was delighted with the sketch, and Gilbert read a first draft of the plot to Carte in mid-January. Following the example of his mentor, T. W. Robertson, Gilbert strove to ensure that the costumes and sets were as realistic as possible. When preparing the sets for H.M.S. Pinafore, Gilbert and Sullivan visited Portsmouth in April 1878 to inspect ships. Gilbert made sketches of H.M.S. Victory and H.M.S. St Vincent and created a model set for the carpenters to work from. This was far from standard procedure in Victorian drama, in which naturalism was still a relatively new concept, and in which most authors had very little influence on how their plays and libretti were staged. This attention to detail was typical of Gilbert's stage management and would be repeated in all of his Savoy operas. Gilbert's focus on visual accuracy provided a "right-side-up for topsy-turvydom", that is, a realistic point of reference that serves to heighten the whimsicality and absurdity of the situations. Sullivan was "in the full swing" of work on the piece by the middle of April 1878. The bright and cheerful music of Pinafore was composed during a time when Sullivan suffered from excruciating pain from a kidney stone. The cast began music rehearsals on 24 April, and at the beginning of May 1878, the two collaborators worked closely together at Sullivan's flat to finalise the piece. In Pinafore, Gilbert, Sullivan and Carte used several of the principal cast members whom they had assembled for The Sorcerer. As Gilbert had suggested to Sullivan in December 1877, "Mrs. Cripps [Little Buttercup] will be a capital part for Everard ... Barrington will be a capital captain, and Grossmith a first-rate First Lord." However, Mrs Howard Paul, who had played Lady Sangazure in The Sorcerer, was declining vocally. She was under contract to play the role of Cousin Hebe in Pinafore. Gilbert made an effort to write an amusing part for her despite Sullivan's reluctance to use her, but by mid-May 1878, both Gilbert and Sullivan wanted her out of the cast; unhappy with the role, she left. With only a week to go before opening night, Carte hired a concert singer, Jessie Bond, to play Cousin Hebe. Since Bond had little experience as an actress, Gilbert and Sullivan cut the dialogue out of the role, except for a few lines in the last scene, which they turned into recitative. Other new cast members were Emma Howson and George Power in the romantic roles, who were improvements on the romantic soprano and tenor in The Sorcerer. Gilbert acted as stage director for his own plays and operas. He sought realism in acting, just as he strove for realistic visual elements. He deprecated self-conscious interaction with the audience and insisted on a style of portrayal in which the characters were never aware of their own absurdity but were coherent internal wholes. Sullivan conducted the music rehearsals. As was to be his usual practice in his later operas, Sullivan left the overture for the last moment, sketching it out and entrusting it to the company's music director, in this case Alfred Cellier, to complete. Pinafore opened on 25 May 1878 at the Opera Comique. ## Roles - The Rt. Hon. Sir Joseph Porter, KCB, First Lord of the Admiralty (comic baritone) - Captain Corcoran, Commander of H.M.S. Pinafore (lyric baritone) - Ralph Rackstraw, Able Seaman (tenor) - Dick Deadeye, Able Seaman (bass-baritone) - Bill Bobstay, Boatswain's Mate (baritone) - Bob Becket, Carpenter's Mate (bass) - Josephine, The Captain's Daughter (soprano) - Cousin Hebe, Sir Joseph's First Cousin (mezzo-soprano) - Mrs. Cripps (Little Buttercup), A Portsmouth Bumboat Woman (contralto) - Chorus of First Lord's Sisters, His Cousins, His Aunts, Sailors, Marines, etc. ## Synopsis ### Act I The British warship H.M.S. Pinafore is at anchor off Portsmouth. The sailors are on the quarterdeck, proudly "cleaning brasswork, splicing rope, etc." Little Buttercup, a Portsmouth "bumboat woman" (dockside vendor) – who is the rosiest, roundest, and "reddest beauty in all Spithead" – comes on board to sell her wares to the crew. She hints that she may be hiding a dark secret under her "gay and frivolous exterior". Ralph Rackstraw, "the smartest lad in all the fleet", enters, declaring his love for the Captain's daughter, Josephine. His fellow sailors (excepting Dick Deadeye, the grim and ugly realist of the crew) offer their sympathies, but they can give Ralph little hope that his love will ever be returned. The gentlemanly and popular Captain Corcoran greets his "gallant crew" and compliments them on their politeness, saying that he returns the favour by never ("well, hardly ever") using bad language, such as "a big, big D". After the sailors leave, the Captain confesses to Little Buttercup that Josephine is reluctant to consider a marriage proposal from Sir Joseph Porter, the First Lord of the Admiralty. Buttercup says that she knows how it feels to love in vain. As she leaves, the Captain remarks that she is "a plump and pleasing person". Josephine enters and reveals to her father that she loves a humble sailor in his crew, but she assures him that she is a dutiful daughter and will never reveal her love to this sailor. Sir Joseph comes on board, accompanied by his "admiring crowd of sisters, cousins, and aunts". He recounts how he rose from humble beginnings to be "ruler of the Queen's Navee" through persistence, although he has no naval qualifications. He then delivers a humiliating lesson in etiquette, telling the Captain that he must always say "if you please" after giving an order; for "A British sailor is any man's equal" – excepting Sir Joseph's. Sir Joseph has composed a song to illustrate that point, and he gives a copy of it to Ralph. Shortly afterwards, elated by Sir Joseph's views on equality, Ralph decides that he will declare his love to Josephine. This delights his shipmates, except Dick Deadeye, who contends that "when people have to obey other people's orders, equality's out of the question". Shocked by his words, the other sailors force Dick to listen to Sir Joseph's song before they exit, leaving Ralph alone on deck. Josephine now enters, and Ralph confesses his love in terms surprisingly eloquent for a "common sailor". Josephine is touched, but although she has found Sir Joseph's attentions nauseating, she knows that it is her duty to marry Sir Joseph instead of Ralph. Disguising her true feelings, she "haughtily rejects" Ralph's "proffered love". Ralph summons his shipmates (Sir Joseph's female relatives also arrive) and tells them that he is bent on suicide. The crew expresses sympathy, except for Dick, who provides a stark counterpoint of dissent. Ralph puts a pistol to his head, but as he is about to pull the trigger, Josephine enters, admitting that she loves him after all. Ralph and Josephine plan to sneak ashore to elope that night. Dick Deadeye warns them to "forbear, nor carry out the scheme", but the joyous ship's company ignores him. ### Act II Later that night, under a full moon, Captain Corcoran reviews his concerns: his "kindly crew rebels", his "daughter to a tar is partial", his friends seem to desert him, and Sir Joseph has threatened a court-martial. Little Buttercup offers sympathy. He tells her that, if it were not for the difference in their social standing, he would have returned her affection. She prophesies that things are not all as they seem and that "a change" is in store for him, but he does not understand her cryptic warning. Sir Joseph enters and complains that Josephine has not yet agreed to marry him. The Captain speculates that she is probably dazzled by his "exalted rank" and that if Sir Joseph can persuade her that "love levels all ranks", she will accept his proposal. They withdraw, and Josephine enters, still feeling guilty about her planned elopement with Ralph and fearful of giving up a life of luxury. When Sir Joseph makes the argument that "love levels all ranks", a delighted Josephine says that she "will hesitate no longer". The Captain and Sir Joseph rejoice, but Josephine is now more determined than ever to marry Ralph. Dick Deadeye intercepts the Captain and tells him of the lovers' plans to elope. The Captain confronts Ralph and Josephine as they try to leave the ship. The pair declare their love, justifying their actions because "He is an Englishman!" The furious Captain is unmoved and blurts out, "Why, damme, it's too bad!" Sir Joseph and his relatives, who have overheard this oath, are shocked to hear swearing on board a ship, and Sir Joseph orders the Captain confined to his cabin. When Sir Joseph asks what had provoked the usually polite officer's outburst, Ralph replies that it was his declaration of love for Josephine. Furious in his turn at this revelation, and ignoring Josephine's plea to spare Ralph, Sir Joseph has the sailor "loaded with chains" and taken to the ship's brig. Little Buttercup now comes forward to reveal her long-held secret. Many years ago, when she "practised baby-farming", she had cared for two babies, one "of low condition", the other "a regular patrician". She confesses that she "mixed those children up. ... The wellborn babe was Ralph; your Captain was the other." Sir Joseph now realises that Ralph should have been the Captain, and the Captain should have been Ralph. He summons both, and they emerge wearing each other's uniforms: Ralph as Captain, in command of the Pinafore, and Corcoran as a common sailor. Sir Joseph's marriage with Josephine is now "out of the question" in his eyes: "love levels all ranks ... to a considerable extent, but it does not level them as much as that." He hands her to Captain Rackstraw. The former Captain's now-humble social rank leaves him free to marry Buttercup. Sir Joseph settles for his cousin Hebe, and all ends in general rejoicing. ## Musical numbers - Overture Act I - 1\. "We sail the ocean blue" (Sailors) - 2\. "Hail! men-o'-war's men" ... "I'm called Little Buttercup" (Buttercup) - 2a. "But tell me who's the youth" (Buttercup and Boatswain) - 3\. "The nightingale" (Ralph and Chorus of Sailors) - 3a. "A maiden fair to see" (Ralph and Chorus of Sailors) - 4\. "My gallant crew, good morning ... I am the Captain of the Pinafore" (Captain and Chorus of Sailors) - 4a. "Sir, you are sad" (Buttercup and Captain) - 5\. "Sorry her lot who loves too well" (Josephine) - 5a. Cut song: "Reflect, my child" (Captain and Josephine) - 6\. "Over the bright blue sea" (Chorus of Female Relatives) - 7\. "Sir Joseph's barge is seen" (Chorus of Sailors and Female Relatives) - 8\. "Now give three cheers ... I am the Monarch of the sea" (Captain, Sir Joseph, Cousin Hebe and Chorus) - 9\. "When I was a lad" (Sir Joseph and Chorus) - 9a. "For I hold that on the sea" (Sir Joseph, Cousin Hebe and Chorus) - 10\. "A British tar" (Ralph, Boatswain, Carpenter's Mate and Chorus of Sailors) - 11\. "Refrain, audacious tar" (Josephine and Ralph) - 12\. Finale, Act I (Ensemble) - "Can I survive this overbearing?" - "Oh joy, oh rapture unforeseen" - "Let's give three cheers for the sailor's bride" - "A British tar" (reprise) Act II (Entr'acte) - 13\. "Fair moon, to thee I sing" (Captain) - 14\. "Things are seldom what they seem" (Buttercup and Captain) - 15\. "The hours creep on apace" (Josephine) - 16\. "Never mind the why and wherefore" (Josephine, Captain and Sir Joseph) - 17\. "Kind Captain, I've important information" (Captain and Dick Deadeye) - 18\. "Carefully on tiptoe stealing" (Soli and Chorus) - 18a. "Pretty daughter of mine" (Captain and Ensemble) and "He is an Englishman" (Boatswain and Ensemble) - 19\. "Farewell, my own" (Ralph, Josephine, Sir Joseph, Buttercup and Chorus) - 20\. "A many years ago" (Buttercup and Chorus) - 20a. "Here, take her, sir" (Sir Joseph, Josephine, Ralph, Cousin Hebe and Chorus) - 21\. Finale: "Oh joy, oh rapture unforeseen" (Ensemble) ## Productions Pinafore opened on 25 May 1878 at the Opera Comique, before an enthusiastic audience, with Sullivan conducting. Soon, however, the piece suffered from weak ticket sales, generally ascribed to a heat wave that made the Opera Comique particularly uncomfortable. The historian Michael Ainger questions this explanation, at least in part, stating that the heat waves in the summer of 1878 were short and transient. By mid-August, Sullivan wrote to his mother that cooler weather had arrived, which was good for the show. In the meantime, the four partners of the Comedy Opera Company lost confidence in the opera's viability and posted closing notices. Carte publicised the piece by presenting a matinee concert performance on 6 July 1878 at the enormous Crystal Palace. In late August 1878, Sullivan used some of the Pinafore music, arranged by his assistant Hamilton Clarke, during several successful promenade concerts at Covent Garden that generated interest and stimulated ticket sales. By September, Pinafore was playing to full houses at the Opera Comique. The piano score sold 10,000 copies, and Carte soon sent two additional companies out to tour in the provinces. Carte, Gilbert and Sullivan now had the financial resources to produce shows themselves, without outside backers. Carte persuaded the author and composer that a business partnership among the three would be to their advantage, and they hatched a plan to separate themselves from the directors of the Comedy Opera Company. The contract between Gilbert and Sullivan and the Comedy Opera Company gave the latter the right to present Pinafore for the duration of the initial run. The Opera Comique was obliged to close for drain and sewer repairs, and it was renovated by E. W. Bradwell, from Christmas 1878 to the end of January 1879. Gilbert, Sullivan and Carte believed that this break ended the initial run, and, therefore, ended the company's rights. Carte put the matter beyond doubt by taking a six-month personal lease of the theatre beginning on 1 February 1879, the date of its re-opening, when Pinafore resumed. At the end of the six months, Carte planned to give notice to the Comedy Opera Company that its rights in the show and the theatre had ended. Meanwhile, numerous versions of Pinafore, unauthorised by its creators, began playing in America with great success, beginning with a production in Boston that opened on 25 November 1878. Pinafore became a source of popular quotations on both sides of the Atlantic, such as the exchange: > "What, never?" "No, never!" "What, never?" "Well, hardly ever!" In February 1879, Pinafore resumed operations at the Opera Comique. The opera also resumed touring in April, with two companies crisscrossing the British provinces by June, one starring Richard Mansfield as Sir Joseph, the other W. S. Penley in the role. Hoping to join in on the profits to be made in America from Pinafore, Carte left in June for New York to make arrangements for an "authentic" production there to be rehearsed personally by the author and composer. He arranged to rent a theatre and auditioned chorus members for the American production of Pinafore and a new Gilbert and Sullivan opera to be premiered in New York, and for tours. Sullivan, as had been arranged with Carte and Gilbert, gave notice to the partners of the Comedy Opera Company in early July 1879 that he, Gilbert and Carte would not be renewing the contract to produce Pinafore with them and that he would be withdrawing his music from the Comedy Opera Company on 31 July. In return, the Comedy Opera Company gave notice that they intended to play Pinafore at another theatre and brought a legal action against Carte and company. They offered the London and touring casts of Pinafore more money to play in their production, and although some choristers accepted their offer, only one principal player, Aeneas Joseph Dymott, accepted. They engaged the Imperial Theatre but had no scenery. On 31 July, they sent a group of thugs to seize the scenery and props during Act II of the evening performance at the Opera Comique. Gilbert was away, and Sullivan was recovering from an operation for kidney stones. Stagehands and cast members managed to ward off their backstage attackers and protect the scenery, although the stage manager, Richard Barker, and others, were injured. The cast went on with the show until someone shouted "Fire!" George Grossmith, playing Sir Joseph, went before the curtain to calm the panicked audience. The police arrived to restore order, and the show continued. Gilbert sued to stop the Comedy Opera Company from staging their rival production of H.M.S. Pinafore. The court permitted the production to go on at the Imperial, beginning on 1 August 1879, and it transferred to the Olympic Theatre in September. Pauline Rita was one of a series of Josephines. The production received good notices and initially sold well but was withdrawn in October after 91 performances. The matter was eventually settled in court, where a judge ruled in Carte's favour about two years later. After his return to London, Carte formed a new partnership with Gilbert and Sullivan to divide profits equally after the expenses of each of their shows. Meanwhile, Pinafore continued to play strongly. On 20 February 1880, Pinafore completed its initial run of 571 performances. Only one other work of musical theatre in the world had ever run longer, Robert Planquette's operetta Les cloches de Corneville. ### Taking Pinafore to the United States Approximately 150 unauthorised productions of Pinafore sprang up in the United States in 1878 and 1879, and none of these paid royalties to the authors. Gilbert and Sullivan called them "pirated", although the creators did not have any international copyright protection. The first of these productions, opening at the Boston Museum on 25 November 1878, made such a splash that the piece was quickly produced in major cities and on tour by dozens of companies throughout the country. Boston alone saw at least a dozen productions, including a juvenile version described by Louisa May Alcott in her 1879 story, "Jimmy's Cruise in the Pinafore". In New York, different productions of the piece played simultaneously in eight theatres within five blocks of each other and in six theatres in Philadelphia. A production by Gorman's Philadelphia Church Choir Company, orchestrated by John Philip Sousa and starring Louis De Lange as Sir Joseph, played on Broadway and toured in the U.S. throughout 1879; Sousa's orchestration was also used in Australasia. These unauthorised performances took many forms, including burlesques, productions with men playing women's roles and vice versa, spoofs, variety acts, Minstrel show versions, all-black and Catholic productions, German, Yiddish and other foreign-language versions, performances on boats or by church choirs, and productions starring casts of children. Few purported to play the opera as written. Sheet music arrangements were popular, there were Pinafore-themed dolls and household items, and references to the opera were common in advertising, news and other media. Gilbert, Sullivan and Carte brought lawsuits in the U.S. and tried for many years to control the American performance copyrights over their operas, or at least to claim some royalties, without success. They made a special effort to claim American rights for their next work after Pinafore, The Pirates of Penzance, by giving the official premiere in New York. Gilbert, Sullivan and Carte met by 24 April 1879 to make plans for a production of Pinafore in America. Carte travelled to New York in the summer of 1879 and made arrangements with theatre manager John T. Ford to present, at the Fifth Avenue Theatre, the first authorised American production of Pinafore. In November, Carte returned to America with Gilbert, Sullivan and a company of strong singers, including J. H. Ryley as Sir Joseph, Blanche Roosevelt as Josephine, Alice Barnett as Little Buttercup, Furneaux Cook as Dick Deadeye, Hugh Talbot as Ralph Rackstraw and Jessie Bond as Cousin Hebe. To these, he added some American singers, including Signor Brocolini as Captain Corcoran. Alfred Cellier came to assist Sullivan, while his brother François remained in London to conduct Pinafore there. Pinafore opened in New York on 1 December 1879 (with Gilbert onstage in the chorus) and ran for the rest of December. After a reasonably strong first week, audiences quickly fell off, since most New Yorkers had already seen local productions of Pinafore. In the meantime, Gilbert and Sullivan raced to complete and rehearse their new opera, The Pirates of Penzance, which premiered with much success on 31 December. Shortly thereafter, Carte sent three touring companies around the United States East Coast and Midwest, playing Pinafore alongside Pirates. ### Children's production The unauthorised juvenile productions of Pinafore were so popular that Carte mounted his own children's version, played at matinees at the Opera Comique beginning on 16 December 1879. François Cellier, who had taken over from his brother as Carte's music director in London, adapted the score for children's voices. Between its two Christmas seasons in London, the children's production went on a provincial tour from 2 August 1880 to 11 December 1880. Carte's children's production earned enthusiastic reviews from the critic Clement Scott and the other London critics, as well as the audiences, including children. However, Captain Corcoran's curse "Damme!" was uncensored, shocking such prominent audience members as Lewis Carroll, who later wrote: "a bevy of sweet innocent-looking girls sing, with bright and happy looks, the chorus 'He said, Damn me! He said, Damn me!' I cannot find words to convey to the reader the pain I felt in seeing those dear children taught to utter such words to amuse ears grown callous to their ghastly meaning ... How Mr. Gilbert could have stooped to write, or Sir Arthur Sullivan could have prostituted his noble art to set to music, such vile trash, it passes my skill to understand". ### Subsequent productions After the opera became successful in London, Richard D'Oyly Carte quickly sent touring companies into the British provinces. At least one D'Oyly Carte company, and sometimes as many as three, played Pinafore under Carte's aegis every year between 1878 and 1888, including its first London revival in 1887. The opera was then given a rest, returning to the touring repertory between 1894 and 1900 and again for most of the time between 1903 and 1940. Gilbert directed all the revivals during his lifetime, and after his death, the D'Oyly Carte Opera Company had exclusive performing rights to the Savoy operas until 1962. It continued to hew closely to Gilbert's directions throughout that period, as recorded in Gilbert's prompt books, and it also required its licensees to follow them closely. Until 1908, revivals of the opera were given in contemporary dress, with ladies' costumes executed by couture houses such as Redfern. After that, designers such as Percy Anderson, George Sheringham and Peter Goffin created Victorian costume designs. The 1887 set was designed by Hawes Craven. In the winter of 1940–41, the D'Oyly Carte Opera Company's scenery and costumes for Pinafore and three other operas were destroyed by German bombs during World War II. The opera was revived in London in the summer of 1947. It was then included in the D'Oyly Carte repertory in every season from then on, until the company's closure in 1982. The D'Oyly Carte company performed Pinafore before Queen Elizabeth II and the royal family at Windsor Castle on 16 June 1977, during the queen's Silver Jubilee year, the first royal command performance of a Gilbert and Sullivan opera since 1891. The D'Oyly Carte Opera Company did not allow any other professional company to present the Savoy operas in Britain and the Commonwealth until the copyrights expired at the end of 1961, although it licensed many amateur and school societies to do so, beginning in the 19th century. Other professional productions since the copyrights expired have included Tyrone Guthrie's 1960 production from Stratford, Ontario, seen on Broadway in 1960 and in London in 1962 and a New Sadler's Wells Opera Company production first seen on 4 June 1984 at Sadler's Wells Theatre, which was seen also in New York. Scottish Opera, Welsh National Opera and many of the other British opera companies have mounted productions, as did the reconstituted D'Oyly Carte Opera Company between 1990 and its closure in 2003. In recent decades, the Carl Rosa Opera Company has produced Pinafore several times, including in 2009, Opera della Luna has toured it repeatedly, English National Opera presented it in 2021, it is regularly given by the National Gilbert & Sullivan Opera Company, and other British companies continue to mount the piece. The extraordinary initial success of Pinafore in America was seen first-hand by J. C. Williamson. He soon made arrangements with D'Oyly Carte to present the opera's first authorised production in Australia, opening on 15 November 1879 at the Theatre Royal, Sydney. Thereafter, his opera company played frequent seasons of the work (and the subsequent Savoy operas) until at least 1963. In the U.S., the piece never lost popularity. The Internet Broadway Database links to a non-exhaustive list of 29 productions on Broadway alone. Among the professional repertory companies continuing to present Pinafore regularly in the U.S. are Opera a la Carte, based in California, Ohio Light Opera and the New York Gilbert and Sullivan Players, which tours the opera annually and often includes it in its New York seasons. Pinafore is still performed around the world by opera companies such as the Royal Theatre, Copenhagen; Australian Opera (and Essgee Entertainment and others in Australia); in Kassel, Germany; and even Samarkand, Uzbekistan. The following table shows the history of the D'Oyly Carte productions (excluding tours) in Gilbert's lifetime: ## Reception ### Initial critical reception The early reviews were mostly favourable. The Era wrote: > Seldom indeed have we been in the company of a more joyous audience. ... [Gilbert and Sullivan] have on previous occasions been productive of such legitimate amusement, such novel forms of drollery, such original wit, and unexpected whimsicality, that nothing was more natural than for the audience to anticipate an evening of thorough enjoyment. The expectation was fulfilled completely. Those who believed in the power of Mr Gilbert to tickle the fancy with quaint suggestions and unexpected forms of humour were more than satisfied, and those who appreciate Mr Arthur Sullivan's inexhaustible gift of melody were equally gratified; while that large class of playgoers who are pleased with brilliant dresses and charming stage effects declared themselves delighted. The result, therefore, was "a hit, a palpable hit" ... there were some slight drawbacks [such] as the severe cold that affected Mr. Rutland Barrington [the captain], and almost prevented his singing. The Era also lavishly praised Emma Howson as Josephine. The Entr'acte and Limelight commented that the opera was reminiscent of Trial by Jury and Sorcerer but found it diverting and called the music "very charming. To hear so-called grand opera imitated through the medium of the most trifling lyrics, is funny". The paper praised Grossmith as Sir Joseph, noting with amusement that he was made up to look like portraits of Horatio Nelson, "and his good introductory song seems levelled at" W. H. Smith. It opined, further, that "He Is an Englishman" is "an excellent satire on the proposition that a man must necessarily be virtuous to be English". It found the piece, as a whole, well presented and predicted that it would have a long run. Similarly, The Illustrated London News concluded that the production was a success and that the plot, though slight, served as a good vehicle for Gilbert's "caustic humour and quaint satire". It found that there was "much to call forth hearty laughter in the occasional satirical hits. ... Dr. Sullivan's music is as lively as the text to which it is set, with here and there a touch of sentimental expression ... The piece is well performed throughout." The Daily News, The Globe, The Times (which particularly praised Grossmith, Barrington and Everard) and The Standard concurred, the last commenting favourably on the chorus acting, which, it said, "adds to the reality of the illusion". The Times also noted that the piece was an early attempt at the establishment of a "national musical stage" with a libretto free from risqué French "improprieties" and without the "aid" of Italian and German musical models. The Daily Telegraph and the Athenaeum, however, greeted the opera with only mixed praise. The Musical Times complained that the ongoing collaboration between Gilbert and Sullivan was "detrimental to the art-progress of either" because, although it was popular with audiences, "something higher is demanded for what is understood as 'comic opera'". The paper commented that Sullivan had "the true elements of an artist, which would be successfully developed were a carefully framed libretto presented to him for composition". It concluded, however, by saying how much it enjoyed the opera: "Having thus conscientiously discharged our duties as art-critics, let us at once proceed to say that H.M.S. Pinafore is an amusing piece of extravagance, and that the music floats it on merrily to the end". The Times and several of the other papers agreed that, while the piece was entertaining, Sullivan was capable of higher art. Only The Figaro was actively hostile to the new piece. Upon the publication of the vocal score, a review by The Academy joined the chorus of regret that Sullivan had sunk so low as to compose music for Pinafore and hoped that he would turn to projects "more worthy of his great ability". This criticism would follow Sullivan throughout his career. The many unauthorised American productions of 1878–79 were of widely varying quality, and many of them were adaptations of the opera. One of the more "authentic" ones was the production by the Boston Ideal Opera Company, which was first formed to produce Pinafore. It engaged well-regarded concert singers and opened on 14 April 1879 at the 3,000-seat Boston Theatre. The critics agreed that the company fulfilled its goals of presenting an "ideal" production. The Boston Journal reported that the audience was "wrought up by the entertainment to a point of absolute approval". The paper observed that it is a mistake to consider Pinafore a burlesque, "for while irresistibly comical it is not bouffe and requires to be handled with great care lest its delicate proportions be marred and its subtle quality of humor be lost". The Journal described the opera as "classical" in method and wrote that its "most exquisite satire" lay in its "imitation of the absurdities" of grand opera. The company went on to become one of the most successful touring companies in America. The first children's version in Boston became a sensation with both children and adult audiences, extending its run through the summer of 1879. The Boston Herald wrote that "the large audience of children and their elders went fairly wild with delight ... shrieks of laughter were repeatedly heard". ### Subsequent reception When Pinafore was first revived in London in 1887, it was already treated as a classic. The Illustrated London News observed that the opera had not been updated with new dialogue, jokes and songs, but concluded that this was for the best, as the public would have missed the "time-honoured jokes, such as 'Hardly Ever.' The Savoy has once more got a brilliant success." The Theatre concurred, stating that since the opera "has been heard in almost every part of this habitable globe and been enjoyed everywhere, there is not much occasion to descant". It called the revival a "most brilliant" success and predicted another long run. Reviewing the 1899 revival, The Athenaeum managed to praise the piece while joining in the musical establishment's critique of Sullivan. On the one hand, "The Pinafore ... sounds fresher than ever. The musical world has become serious – very serious – and it is indeed refreshing to hear a merry, humorous piece, and music, unassuming in character ... it is delicately scored, and in many ways displays ability of a high order". On the other hand, it wrote that if Sullivan had pursued the path of composing more serious music, like his symphony, "he would have produced still higher results; in like manner Pinafore set us wondering what the composer would have accomplished with a libretto of somewhat similar kind, but one giving him larger scope for the exercise of his gifts". In 1911, H. L. Mencken wrote: "No other comic opera ever written – no other stage play, indeed, of any sort – was ever so popular. ... Pinafore ... has been given, and with great success, wherever there are theaters – from Moscow to Buenos Aires, from Cape Town to Shanghai; in Madrid, Ottawa and Melbourne; even in Paris, Rome, Vienna and Berlin." After the deaths of Gilbert and Sullivan, the D'Oyly Carte Opera Company retained exclusive rights to perform their operas in Great Britain until 1962, touring throughout Britain for most of the year and, beginning in 1919, often performing in London for a season of about four months. The Times gave the company's 1920 London production an enthusiastic review, saying that the audience was "enraptured", and regretting that Pinafore would be played for only two weeks. It praised the cast, singling out Leo Sheffield as the Captain, Henry Lytton as Sir Joseph, Elsie Griffin as Josephine, James Hay as Ralph, Bertha Lewis as Little Buttercup and the "splendid" choral tone. It concluded that the opera made a "rollicking climax to the season". Two years later, it gave an even more glowing report of that season's performances, calling Derek Oldham an "ideal hero" as Ralph, noting that Sydney Granville "fairly brought down the house" with his song, that Darrell Fancourt's Deadeye was "an admirably sustained piece of caricature" and that it was a "great pleasure" to hear the returning principals. A 1961 review of the company's Pinafore is much the same. In 1879, J. C. Williamson acquired the exclusive performing rights to Pinafore in Australia and New Zealand. His first production earned public and critical acclaim. Williamson played Sir Joseph, and his wife, Maggie Moore played Josephine. Praising the production, Williamson, Moore and the other performers, the Sydney Morning Herald noted that the production, though "abounding in fun", was dignified and precise, especially compared with a previous "boisterous" unauthorized production, and that many numbers were encored and the laughter and applause from the "immense audience ... was liberally bestowed". Williamson's company continued to produce Pinafore in Australia, New Zealand and on tour into the 1960s with much success. Williamson said, "If you need money, then put on G&S". Meanwhile, Pinafore continued to garner praise outside Britain. The 1950s Danish version in Copenhagen, for example, was revived repeatedly, playing for well over 100 performances to "packed houses". Translations into German, Yiddish and many other languages, and professional productions in places as remote as Samarkand in Uzbekistan have been successful. In the U.S., where Gilbert and Sullivan's performance copyright was never in force, Pinafore continued to be produced continuously by both professional and amateur companies. The New York Times, in a 1914 review, called a large-scale production at the 6,000-seat New York Hippodrome a "royal entertainment [that] comes up smiling". The opera had been turned into a "mammoth spectacle" with a chorus of hundreds and the famous Hippodrome tank providing a realistic harbour. Buttercup made her entrance by rowing over to the three-masted Pinafore, and Dick Deadeye was later thrown overboard with a real splash. The critic praised the hearty singing but noted that some subtlety is lost when the dialogue needs to be "shouted". The production took some liberties, including interpolated music from other Sullivan works. The paper concluded, "the mild satire of Pinafore is entertaining because it is universal". The same newspaper deemed Winthrop Ames' popular Broadway productions of Pinafore in the 1920s and 1930s "spectacular". Modern productions in America continue to be generally well received. The New York Times review of the New York Gilbert and Sullivan Players' 2008 season at New York City Center commented, "Gilbert's themes of class inequality, overbearing nationalism and incompetent authorities remain relevant, however absurdly treated. But the lasting appeal of Pinafore and its ilk is more a matter of his unmatched linguistic genius and Sullivan's generous supply of addictive melodies." With the expiry of the copyrights, companies around the world have been free to produce Gilbert and Sullivan works and to adapt them as they please for almost 50 years. Productions of Pinafore, both amateur and professional, range from the traditional, in the D'Oyly Carte vein, to the broadly adapted, such as that of the very successful Essgee Entertainment (formed by Simon Gallaher) in Australia and Opera della Luna in Britain. Since its original production, H.M.S. Pinafore has remained one of Gilbert and Sullivan's most popular comic operas. Productions continue in large numbers around the world. In 2003 alone, The D'Oyly Carte Opera Company rented 224 sets of orchestra parts, mostly for productions of Pinafore, Pirates and Mikado. This does not take into account other rental companies and the theatre companies that borrow scores or have their own, or that use only one or two pianos instead of an orchestra. Hundreds of productions of Pinafore are presented every year worldwide. ## Analysis Theatre historian John Bush Jones wrote that Pinafore has "everything a musical theatregoer could ask for. An engaging and even relatively suspenseful story is populated with varied and well-drawn characters who speak and sing witty, literate, and often outrageously funny dialogue and lyrics [and] has a score that ... has plenty of tunes for the audience to go away humming". George Power, the tenor who created the role of Ralph Rackstraw, opined in later life that the secret of the success of the Savoy operas is the way in which "Sullivan entered into the spirit of Gilbert's topsy-turvy humour, and was pompous when Gilbert was sprightly, or, when Gilbert's satire was keenest and most acid, consciously wallowed in sentiment." Another commentator has suggested that the opera's enduring success lies in its focus on "mirth and silliness". Even the title of the piece is silly, applying the name of a little girl's garment, a pinafore, to the fearsome symbol of a naval warship, which usually bore names like Victory, Goliath, Audacious and Minotaur. ### Satiric and comic themes Gilbert's biographer Jane Stedman wrote that Pinafore is "satirically far more complex" than The Sorcerer. She commented that Gilbert uses several ideas and themes from his Bab Ballads, including the idea of gentlemanly behaviour of a captain towards his crew from "Captain Reece" (1868) and the exchange of ranks due to exchange at birth from "General John" (1867). Dick Deadeye, based on a character in "Woman's Gratitude" (1869), represents another of Gilbert's favorite (and semi-autobiographical) satiric themes: the misshapen misanthrope whose forbidding "face and form" makes him unpopular although he represents the voice of reason and common sense. Gilbert also borrows from his 1870 opera, The Gentleman in Black which includes the device of baby-switching. Historian H. M. Walbrook wrote in 1921 that Pinafore "satirizes the type of nautical drama of which Douglas Jerrold's Black-Eyed Susan is a typical instance, and the 'God's Englishman' sort of patriotism which consists in shouting a platitude, striking an attitude, and doing little or nothing to help one's country". G. K. Chesterton agreed that the satire is pointed at the selfishness of "being proud of yourself for being a citizen" of one's country, which requires no virtuous effort of will to resist the "temptations to belong to other nations" but is merely an excuse for pride. In 2005, Australian opera director Stuart Maunder noted the juxtaposition of satire and nationalism in the opera, saying, "they all sing 'He is an Englishman', and you know damn well they're sending it up, but the music is so military ... that you can't help but be swept up in that whole jingoism that is the British Empire." In addition, he argued that the song ties this theme into the main satire of class distinctions in the opera: "H.M.S. Pinafore is basically a satire on ... the British love of the class system. ... [O]f course [Ralph] can marry [the Captain's] daughter, because he's British, and therefore he's great'". Jacobs notes that Gilbert is lampooning the tradition of nautical melodrama in which the sailor's "patriotism guarantees his virtue". One of Gilbert's favourite comic themes is the elevation of an unqualified person to a position of high responsibility. In The Happy Land (1873), for example, Gilbert describes a world in which government offices are awarded to the person who has the least qualification to hold each position. In particular, the one who has never heard of a ship is appointed to the cabinet post of First Lord of the Admiralty. In Pinafore, Gilbert revisits this theme in the character of Sir Joseph, who rises to the same position by "never go[ing] to sea". In later Gilbert and Sullivan operas, the characters Major-General Stanley in Pirates, and Ko-Ko in The Mikado, are similarly appointed to high office though lacking the necessary qualifications. Gilbert also pokes fun at party politics, implying that when Sir Joseph "always voted at [his] party's call", he sacrificed his personal integrity. The "commercial middle class" (which was Gilbert's main audience) is treated as satirically as are social climbers and the great unwashed. In addition, the apparent age difference between Ralph and the Captain, even though they were babies nursed together, satirises the variable age of Thaddeus in The Bohemian Girl. The Times wrote, in reviewing the 1929 production, that Pinafore was quintessentially Gilbertian in that the absurdities of a "paternal" Captain and the "ethics ... of all romanticism" are accepted "unflinchingly" and taken to their logical conclusion: "It is the reference to actuality that is essential; without it, the absurdity will not stand starkly out". A theme that pervades the opera is the treatment of love across different social ranks. In the previous Gilbert and Sullivan opera, The Sorcerer, a love potion causes trouble by inducing the villagers and wedding guests to fall in love with people of different social classes. In Pinafore, the captain's daughter, Josephine, loves and is loved by a common sailor, but she dutifully tells him, "your proffered love I haughtily reject". He expresses his devotion to her in a poetic and moving speech that ends with "I am a British sailor, and I love you". It finally turns out that he is of a higher rank than she. This is a parody of the Victorian "equality" drama, such as Lord Lytton's The Lady of Lyons (1838), where the heroine rejects a virtuous peasant who makes a similarly moving speech, ending with "I am a peasant!" It then turns out that he has become her social superior. Furthermore, in Pinafore, Sir Joseph assures Josephine that "love levels all ranks". In Tom Taylor's The Serf, the heroine again loves a worthy peasant who turns out to be of high rank, and she declares happily at the end that "love levels all". In a satire of the libertarian traditions of nautical melodrama, Sir Joseph tells the crew of the Pinafore that they are "any man's equal" (excepting his), and he writes a song for them that glorifies the British sailor. Conversely, he brings the proud captain down a notch by making him "dance a hornpipe on the cabin table". Jones notes that the union between Ralph and Josephine "becomes acceptable only through the absurd second-act revelation of Buttercup's inadvertent switching of the infants" and concludes that Gilbert is a "conservative satirist [who] ultimately advocated preserving the status quo ... [and] set out to show [that] love definitely does not level all ranks". There is a divide among Gilbert and Sullivan scholars as to whether Gilbert is, as Jones argues, a supporter of the status quo whose focus is merely to entertain or, on the other hand, predominantly to satirise and protest "against the follies of his age". The Gilbert scholar Andrew Crowther posits that this disagreement arises from Gilbert's "techniques of inversion – with irony and topsyturvydom", which lead to "the surface meaning of his writings" being "the opposite of their underlying meaning". Crowther argues that Gilbert desires to "celebrate" society's norms while, at the same time, satirising these conventions. In Pinafore, which established many patterns for the later Savoy operas, Gilbert found a way to express his own conflict that "also had tremendous appeal to the general public". He creates "a highly intelligent parody of nautical melodrama ... [though] controlled by the conventions it mocks". While nautical melodrama exalts the common sailor, in Pinafore Gilbert makes the proponent of equality, Sir Joseph, a pompous and misguided member of the ruling class who, hypocritically, cannot apply the idea of equality to himself. The hero, Ralph, is convinced of his equality by Sir Joseph's foolish pronouncements and declares his love for his Captain's daughter, throwing over the accepted "fabric of social order". At this point, Crowther suggests, the logic of Gilbert's satiric argument should result in Ralph's arrest. But to satisfy convention, Gilbert creates an obvious absurdity: the captain and Ralph were switched as babies. By an "accident of birth", Ralph is suddenly an appropriate husband for Josephine, and both the social order and the desire for a romantic happy ending are satisfied at once. Crowther concludes, "We have an opera which uses all the conventions of melodrama and ridicules them; but in the end it is difficult to see which has won out, the conventions or the ridicule." Thus, Pinafore found broadbased success by appealing to the intellectual theatregoer seeking satire, the middle-class theatre-goer looking for a comfortable confirmation of the "existing social order" and the working-class audience who saw a satisfying melodramatic victory for the common man. ### Songs and musical analysis According to musicologist Arthur Jacobs, Gilbert's plot "admirably sparked off Sullivan's genius". Sullivan embraces the nautical setting; in "We Sail the Ocean Blue", for example, he "presents his twist on a traditional sea shanty". In the Captain's opening song, "I am the Captain of the Pinafore", he admits that his gentlemanliness "never ... well, hardly ever" gives way to swearing at his men, and although he has experience at sea, he "hardly ever" suffers from seasickness. Sullivan "unerringly found the right musical setting for the key phrase 'What never?' ... cunningly sharpened ... through the chromatic touch on the bassoon." Audrey Williamson argued that the music of Pinafore is quintessentially English and free of European influences throughout most of the score, from the "glee" for Ralph, the Boatswain and the Carpenter, to "For He Is an Englishman". The best-known songs from the opera include "I'm called Little Buttercup", a waltz tune introducing the character, which Sullivan repeats in the entr'acte and in the Act II finale to imprint the melody on the mind of the audience; and "A British tar" (a glee for three men describing the ideal sailor), composed by Sir Joseph "to encourage independent thought and action in the lower branches of the service, and to teach the principle that a British sailor is any man's equal, excepting mine". Sullivan's voicing advances the satiric lyric, which mocks the "equality" plays while underlining the hypocrisy of Sir Joseph. Another popular number is Sir Joseph's song "When I was a Lad", recounting the meteoric rise of his career, which bears similarities to that of W. H. Smith, the civilian news entrepreneur who had risen to the position of First Lord of the Admiralty in 1877. In Pinafore, Sullivan exploits minor keys for comic effect, for instance in "Kind Captain, I've important information". Further, he achieves a musical surprise when he uses the subdominant minor in "Sorry her lot". The musicologist Gervase Hughes was impressed with the introduction to the opening chorus which includes "a rousing nautical tune ... in a key of no nonsense, C major ... a modulation to the mediant minor, where to our surprise a plaintive oboe gives us the first verse of "Sorry her lot" in 2/4 [time]. After this closes on the local dominant B major the violins (still in 2/4) introduce us to Little Buttercup ... meeting her under these conditions one would hardly expect her to blossom out later as a queen of the waltz." He continues, "the bassoon and basses ... assert vigorously who is the Captain of the Pinafore ... in the improbable key of A flat minor. ... Buttercup makes a last despairing attempt to make herself heard in D flat minor, but the others have never known that such an outlandish key existed. So in a flash they all go back to C major on a good old 6/4". According to Jacobs, "Ralph, Captain Corcoran, Sir Joseph and Josephine all live in their interactive music (particularly 'Never mind the why and wherefore'), and almost as much musical resource is lavished on two characters parodied from opera or melodrama, Little Buttercup with 'gypsy blood in her veins' and the heavy-treading Dick Deadeye." Jacobs also opined that the leading tone that begins "Never mind the why and wherefore" "serves to emphasize the phrase like a Johann Strauss-ian grace-note". The Sullivan scholar David Russell Hulme noted Sullivan's parody of operatic styles, "particularly the Handelian recitatives and the elopement scene (evocative of so many nocturnal operatic conspiracies), but best of all is the travesty of the patriotic tune in 'For he is an Englishman!'" Buttercup's Act II song, in which she reveals the dark secret of the baby-switching is preceded by a quote from Franz Schubert's "Erlkönig" and also parodies the opera Il trovatore. Jacobs notes that Sullivan also adds his own humorous touches to the music by setting commonplace expressions in "Donizettian recitative". But on the serious side, he enhances the moments of true emotional climax, as in Josephine's Act II aria, and added musical interest to concerted numbers by "subtly shifting the rhythms and bar groupings." ## Revisions and cut material ### Ballad for Captain Corcoran, "Reflect, my child" During rehearsals for the original production, Gilbert added a ballad for Captain Corcoran in which he urged his daughter to forget the common sailor with whom she is in love, because "at every step, he would commit solecisms that society would never pardon." The ballad was meant to be sung between No. 5 and No. 6 of the current score, but it was cut before opening night. The words survive in the libretto that was deposited with the Lord Chamberlain for licensing. Before 1999, all that was known to survive of Sullivan's setting was a copy of the leader violin part. In April 1999, Sullivan scholars Bruce I. Miller and Helga J. Perry announced that they had discovered a nearly complete orchestration – lacking only the second violin part – in a private collection of early band parts. These materials, with a conjectural reconstruction of the partially lost vocal lines and second violin part, were later published and professionally recorded. This piece has now been performed a number of times by amateur and professional companies, although it has not become a standard addition to the traditional scores or recordings. ### Dialogue for Cousin Hebe In the licensing copy of the libretto, Sir Joseph's cousin Hebe had lines of dialogue in several scenes in Act II. In the scene that follows No. 14 ("Things are seldom what they seem"), she accompanied Sir Joseph onstage and echoed the First Lord's dissatisfaction with Josephine. After several interruptions, Sir Joseph urged her to be quiet, eliciting the response "Crushed again!" Gilbert would later re-use this passage for Lady Jane in Patience. Hebe was also assigned several lines of dialogue after No. 18 ("Carefully on tiptoe stealing") and again after No. 19 ("Farewell, my own"). Late in rehearsals for the original production, Jessie Bond assumed the role of Hebe, replacing Mrs Howard Paul. Bond, who at this point in her career was known primarily as a concert singer and had little experience as an actress, did not feel capable of performing dialogue, and these passages were revised to cut Hebe's dialogue. Hebe's cut dialogue is occasionally restored in modern performances. ### Recitative preceding the Act II finale The dialogue preceding the Act II finale, starting with "Here, take her sir, and mind you treat her kindly", was originally recitative. The music for this passage was printed in the first edition of the vocal score as No. 20a. Shortly after opening night, the recitative was dropped, and the lines thereafter were performed as spoken dialogue. In modern productions, the recitative is occasionally restored in place of the dialogue. ## Recordings There have been numerous recordings of Pinafore since 1907. Ian Bradley counted seventeen recordings of the opera available on CD in 2005. The 1930 recording is notable for preserving the performances of the D'Oyly Carte Opera Company stars of the era. The 1960 D'Oyly Carte recording, which contains all the dialogue, has been repeatedly praised by reviewers. The 1994 Mackerras recording, featuring grand opera singers in the principal roles, is musically well regarded. The 2000 D'Oyly Carte recording also contains complete dialogue and the first recording of the "lost" ballad for Captain Corcoran, "Reflect, my child", as a bonus track. A 1957 Danish-language recording of the opera is one of the few foreign-language professional recordings of Gilbert and Sullivan. In 1939, Pinafore was chosen by NBC as one of the earliest operas ever broadcast on American television, but no recording is known to have been saved. The 1973 D'Oyly Carte video recording, directed by Michael Heyland, features the company's staging of the period, but some reviewers find it dull. It is, however, one of only three video or film recordings of a Gilbert and Sullivan opera by the D'Oyly Carte Opera Company. In 1982, Brent Walker Productions produced Pinafore as part of its series of Gilbert and Sullivan television films. According to discographer Marc Shepherd, the Pinafore video "is widely considered one of the worst" in the series. More recent professional productions have been recorded on video by the International Gilbert and Sullivan Festival. Selected recordings - 1930 D'Oyly Carte – London Symphony Orchestra; Conductor: Malcolm Sargent - 1958 Sargent/Glyndebourne – Pro Arte Orchestra, Glyndebourne Festival Chorus; Conductor: Sir Malcolm Sargent - 1960 D'Oyly Carte (with dialogue) – New Symphony Orchestra of London; Conductor: Isidore Godfrey - 1972 G&S for All – G&S Festival Chorus & Orchestra; Conductor: Peter Murray - 1973 D'Oyly Carte (video) – Conductor: Royston Nash - 1981 Stratford Festival (video) – Conductor: Berthold Carrière; Director: Leon Major - 1987 New Sadler's Wells Opera – Conductor: Simon Phipps - 1994 Mackerras/Telarc – Orchestra and Chorus of the Welsh National Opera; Conductor: Sir Charles Mackerras - 1997 Essgee Entertainment (video; adapted) – Conductor: Kevin Hocking - 2000 D'Oyly Carte (with dialogue) – Conductor: John Owen Edwards ## Adaptations H.M.S. Pinafore has been adapted many times. W. S. Gilbert wrote a 1909 children's book called The Pinafore Picture Book, illustrated by Alice Woodward, which retells the story of Pinafore, giving considerable backstory details not found in the libretto. Many other children's books have since been written retelling the story of Pinafore or adapting characters or events from Pinafore. Many musical theatre adaptations have been produced since the original opera. Notable examples include a 1945 Broadway musical adapted by George S. Kaufman, called Hollywood Pinafore, using Sullivan's music. This was revived several times, including in London in 1998. Another 1945 Broadway musical adaptation, Memphis Bound, was written by Don Walker and starred Bill Robinson and an all-black cast. In 1940, the American Negro Light Opera Association produced the first of several productions set in the Caribbean Sea, Tropical Pinafore. An early Yiddish adaptation of Pinafore, called Der Shirtz (Yiddish for "apron") was written by Miriam Walowit in 1949 for a Brooklyn Hadassah group; they toured the adaptation, and they recorded 12 of the songs. In the 1970s, Al Grand was inspired by this recording and urged the Gilbert and Sullivan Long Island Light Opera Company to perform these songs. He later translated the missing songs and dialogue, with Bob Tartell, and the show has been toured widely under the name Der Yiddisher Pinafore. The group have continued to produce this adaptation for over two decades, in which "He is an Englishman" becomes "Er Iz a Guter Yid" ("He is a good Jew"). Essgee Entertainment produced an adapted version of Pinafore in 1997 in Australia and New Zealand that has been much revived. Another musical adaptation is Pinafore! (A Saucy, Sexy, Ship-Shape New Musical), adapted by Mark Savage. It was first performed at the Celebration Theater in Los Angeles on 7 September 2001, directed by Savage, where it ran with great success for nine months. It then played in Chicago and New York in 2003. In this adaptation, only one character is female, and all but one of the male characters are gay. An original cast recording was issued in 2002 by Belva Records. Pinafore Swing is a musical with music arranged by Sarah Travis. It premiered at the Watermill Theatre in England in 2004 in a production directed by John Doyle. The adaptation, set in 1944, changes the characters into members of a band entertaining the sailors on a World War II troop ship in the Atlantic. The reduced-size acting cast also serve as the orchestra for the singing roles, and the music is infused with swing rhythms. Numerous productions in recent decades have been set to parody Star Trek or Star Wars. ## Cultural impact ### Development of the modern musical Among its other influences on popular culture, Pinafore had perhaps its most profound influence on the development of musical theatre. According to theatre historian John Kenrick, Pinafore "became an international sensation, reshaping the commercial theater in both England and the United States." The music writer Andrew Lamb notes, "The success of H.M.S. Pinafore in 1879 established British comic opera alongside French opéra bouffe throughout the English-speaking world". The historian John Bush Jones opines that Pinafore and the other Savoy operas demonstrate that musical theatre "can address contemporary social and political issues without sacrificing entertainment value" and that Pinafore created the model for a new kind of musical theatre, the "integrated" musical, where "book, lyrics, and music combined to form an integral whole". He adds that its "unprecedented ... popularity fostered an American audience for musical theatre, while the show itself became a model for form, content, and even intention of ... musicals ever since, especially socially relevant musicals." Its popularity also led to the musical theatre adaptations of Pinafore described above, musicals in which the story line involves a production of Pinafore and other musicals that parody the opera or that use or adapt its music. The first such parody was a short-lived burlesque presented at the Opera Comique in 1882, called The Wreck of the Pinafore by William Horace Lingard and Luscombe Searelle; the opera's characters are shipwrecked on a desert island. It was described by The Era as "chiefly remarkable for its impudence". ### Literary and political references The opera's popularity has led to the widespread parody and pastiche of its songs in comedy routines, literature and other media. Many comedians have used Pinafore songs for comic and satiric effect. For example, in his comedy album My Son, the Celebrity, Allan Sherman parodies "When I Was a Lad" from the point of view of a young man who goes to an Ivy League school and then rises to prominence in business. At the end of the song, he "thanks old Yale", "thanks the Lord" and thanks his father, "who is chairman of the board". Literary references to Pinafore songs include Harris's attempt to sing "When I Was a Lad" in Jerome K. Jerome's Three Men in a Boat. Another is found in the story "Runaround" from I, Robot by Isaac Asimov, where a robot sings part of "I'm Called Little Buttercup". Pinafore and its songs have been performed by rock musicians such as Todd Rundgren, Taj Mahal and Michele Gray Rundgren, who performed "Never Mind the Why and Wherefore" on Night Music (Sunday Night) in 1989. Political references include a 1996 satiric pastiche of "When I Was a Lad" aimed at Tony Blair by Virginia Bottomley, heritage secretary under John Major. Sporting references include a racehorse named "H.M.S. Pinafore". Pinafore songs and images have been used extensively in advertising. According to Jones, "Pinafore launched the first media blitz in the United States" beginning in 1879, and recent ads include a television campaign for Terry's Chocolate Orange featuring a pastiche of "When I Was a Lad". Pinafore-themed merchandise includes trading cards that were created in the 1880s. ### Film and television references Songs from Pinafore have been used to give period flavor to such films as the 1981 historical film Chariots of Fire, in which the protagonist, Harold Abrahams, and others from Cambridge University, sing "He Is an Englishman". This song also features at the end of the 1983 BBC drama An Englishman Abroad. In the 2003 movie Peter Pan, the Darling family sings "When I Was a Lad". In Wyatt Earp (1994), the famed lawman meets his future wife when he sees her playing in an early production of Pinafore. A 1953 biopic, The Story of Gilbert and Sullivan, uses music from Pinafore. Characters also sing songs from Pinafore in such popular films as Raiders of the Lost Ark (1981) and Star Trek: Insurrection (1998), where Captain Picard and Lt. Commander Worf sing part of "A British Tar" to distract a malfunctioning Lt. Commander Data. The Good Shepherd (2006) depicts an all-male version of Pinafore at Yale University in 1939; Matt Damon's character plays Little Buttercup, singing in falsetto. Judy Garland sings "I Am the Monarch of the Sea" in the 1963 film, I Could Go On Singing. The soundtrack of the 1992 thriller The Hand that Rocks the Cradle prominently features songs and music from Pinafore, and the father and daughter characters sing "I Am the Captain of the Pinafore" together. An example of a film based on ideas from Pinafore is the 1976 animated film by Ronald Searle called Dick Deadeye, or Duty Done is based on the character and songs from Pinafore. In the 1988 drama Permanent Record, a high school class performs Pinafore. Television series that include substantial Pinafore references include The West Wing, for example in the 2000 episode "And It's Surely to Their Credit", where "He Is an Englishman" is used throughout and quoted (or paraphrased) in the episode's title. Among other notable examples of the use of songs from Pinafore on television are several popular animated shows. In the "Cape Feare" episode of The Simpsons, Bart stalls his would-be killer Sideshow Bob with a "final request" that Bob sing him the entire score of Pinafore. Similarly, the 1993 "HMS Yakko" episode of Animaniacs consists of pastiches of songs from H.M.S. Pinafore and The Pirates of Penzance. In a Family Guy episode, "The Thin White Line" (2001), Stewie sings a pastiche of "My Gallant Crew". Stewie also sings "I Am the Monarch of the Sea" (including the ladies' part, in falsetto) in "Stewie Griffin: The Untold Story". A 1986 Mr. Belvedere episode, "The Play", concerns a production of H.M.S. Pinafore, and several of the songs are performed. In 1955, NBC broadcast a variety special including a 20-minute compressed jazz version, "H.M.S. Pinafore in Jazz", produced and directed by Max Liebman, starring Perry Como, Buddy Hackett, Kitty Kallen, Bill Hayes, Pat Carroll and Herb Shriner. ## Historical casting The following tables show the most prominent cast members of significant D'Oyly Carte Opera Company productions and tours at various times through to the company's 1982 closure: ## Notes, references and sources
7,684,120
Leonard Harrison State Park
1,168,339,470
Park in Pennsylvania, USA
[ "1922 establishments in Pennsylvania", "Campgrounds in Pennsylvania", "Civilian Conservation Corps in Pennsylvania", "Parks in Tioga County, Pennsylvania", "Protected areas established in 1922", "Protected areas of Tioga County, Pennsylvania", "State parks of Pennsylvania" ]
Leonard Harrison State Park is a 585-acre (237 ha) Pennsylvania state park in Tioga County, Pennsylvania, in the United States. It is on the east rim of the Pine Creek Gorge, also known as the Grand Canyon of Pennsylvania, which is 800 feet (240 m) deep and nearly 4,000 feet (1,200 m) across here. It also serves as headquarters for the adjoining Colton Point State Park, its sister park on the west rim of the gorge. Leonard Harrison State Park is known for its views of the Pine Creek Gorge, and offers hiking, fishing and hunting, whitewater boating, and camping. The park is in Shippen and Delmar Townships, 10 miles (16 km) west of Wellsboro at the western terminus of Pennsylvania Route 660. Pine Creek flows through the park and has carved the gorge through five major rock formations from the Devonian and Carboniferous periods. Native Americans once used the Pine Creek Path along the creek. The path was later used by lumbermen, and then became the course of a railroad from 1883 to 1988. Since 1996, the 63.4-mile (102.0 km) Pine Creek Rail Trail has followed the creek through the park. The Pine Creek Gorge was named a National Natural Landmark in 1968 and is also protected as a Pennsylvania State Natural Area and Important Bird Area, while Pine Creek is a Pennsylvania Scenic and Wild River. The gorge is home to many species of plants and animals, some of which have been reintroduced to the area. Although the Pine Creek Gorge was clearcut in the 19th and early 20th centuries, it is now covered by second growth forest, thanks in part to the conservation efforts of the Civilian Conservation Corps (CCC) in the 1930s. The park is named for Leonard Harrison, a Wellsboro lumberman who cut the timber there, then established the park, which he donated to the state in 1922. The CCC improved the park and built many of its original facilities. Since a successful publicity campaign in 1936, the park has been a popular tourist destination and attracts hundreds of thousands of visitors each year. Leonard Harrison State Park was chosen by the Pennsylvania Department of Conservation and Natural Resources (DCNR) Bureau of Parks for its "25 Must-See Pennsylvania State Parks" list, which praised its "spectacular vistas and a fabulous view of Pine Creek Gorge, also known as Pennsylvania's Grand Canyon". ## History ### Native Americans Humans have lived in what is now Pennsylvania since at least 10,000 BC. The first settlers were Paleo-Indian nomadic hunters known from their stone tools. The hunter-gatherers of the Archaic period, which lasted locally from 7000 to 1000 BC, used a greater variety of more sophisticated stone artifacts. The Woodland period marked the gradual transition to semi-permanent villages and horticulture, between 1000 BC and 1500 AD. Archeological evidence found in the state from this time includes a range of pottery types and styles, burial mounds, pipes, bows and arrows, and ornaments. Leonard Harrison State Park is in the West Branch Susquehanna River drainage basin, the earliest recorded inhabitants of which were the Iroquoian-speaking Susquehannocks. They were a matriarchal society that lived in stockaded villages of large longhouses, and "occasionally inhabited" the mountains surrounding the Pine Creek Gorge. Their numbers were greatly reduced by disease and warfare with the Five Nations of the Iroquois, and by 1675 they had died out, moved away, or been assimilated into other tribes. After this, the lands of the West Branch Susquehanna River valley were under the nominal control of the Iroquois. The Iroquois lived in long houses, primarily in what is now New York, and had a strong confederacy which gave them power beyond their numbers. They and other tribes used the Pine Creek Path through the gorge, traveling between a path on the Genesee River in modern New York in the north, and the Great Shamokin Path along the West Branch Susquehanna River in the south. The Seneca tribe of the Iroquois believed that Pine Creek Gorge was sacred land and never established a permanent settlement there. They used the path through the gorge and had seasonal hunting camps along it, including one just north of the park near what is now the village of Ansonia. To fill the void left by the demise of the Susquehannocks, the Iroquois encouraged displaced tribes from the east to settle in the West Branch watershed, including the Shawnee and Lenape (or Delaware). The French and Indian War (1754–1763) led to the migration of many Native Americans westward to the Ohio River basin. On November 5, 1768, the British acquired the New Purchase from the Iroquois in the Treaty of Fort Stanwix, including what is now Leonard Harrison State Park. The Purchase line established by this treaty was disputed, as it was unclear whether the border along "Tiadaghton Creek" referred to present-day Pine Creek or to Lycoming Creek, further to the east. As a result, the land between them was disputed territory until 1784 and the Second Treaty of Fort Stanwix. After the American Revolutionary War, Native Americans almost entirely left Pennsylvania, although some isolated bands of Natives remained in Pine Creek Gorge until the War of 1812. ### Lumber era Prior to the arrival of William Penn and his Quaker colonists in 1682, up to 90 percent of what is now Pennsylvania was covered with woods: more than 31,000 square miles (80,000 km<sup>2</sup>) of eastern white pine, eastern hemlock, and a mix of hardwoods. The forests near the three original counties, Philadelphia, Bucks, and Chester, were the first to be harvested, as the early settlers used the readily available timber to build homes, barns, and ships, and cleared the land for agriculture. The demand for wood products slowly increased and by the time of the American Revolution the lumber industry had reached the interior and mountainous regions of Pennsylvania. Lumber thus became one of the leading industries in Pennsylvania. Trees were used to furnish fuel to heat homes, tannin for the many tanneries that were spread throughout the state, and wood for construction, furniture, and barrel making. Large areas of forest were harvested by colliers to fire iron furnaces. Rifle stocks and shingles were made from Pennsylvania timber, as were a wide variety of household utensils, and the first Conestoga wagons. By the early 19th century the demand for lumber reached the Pine Creek Gorge, where the surrounding mountainsides were covered with eastern white pine 3 to 6 feet (0.9 to 1.8 m) in diameter and 150 feet (46 m) or more tall, eastern hemlock 9 feet (2.7 m) in circumference, and huge hardwoods. Each acre (0.4 ha) of these virgin forests produced 100,000 board feet (236 m<sup>3</sup>) of white pine and 200,000 board feet (472 m<sup>3</sup>) of hemlock and hardwoods. For comparison, the same area of forest today produces a total of only 5,000 board feet (11.8 m<sup>3</sup>) on average. According to Steven E. Owlett, environmental lawyer and author, shipbuilders considered pine from Pine Creek the "best timber in the world for making fine ship masts", so it was the first lumber to be harvested on a large scale. Pine Creek was declared a public highway by the Pennsylvania General Assembly on March 16, 1798, and rafts of spars were floated down the creek to the Susquehanna River, then to the Chesapeake Bay and the shipbuilders at Baltimore. The lumbermen would then walk home, following the old Pine Creek Path at the end of their journey. A spar sold for one dollar and three spars up to 90 feet (27 m) long were lashed together to make a ship's mast. The largest spar produced on Pine Creek was 43 inches (110 cm) in diameter 12 feet (3.7 m) above the base, 93 feet (28 m) long, and 33 inches (84 cm) in diameter at the top. By 1840, Tioga County alone produced over 452 such spar rafts with more than 22,000,000 board feet (52,000 m<sup>3</sup>) of lumber. As the 19th century progressed, fewer pines were left and more hemlocks and hardwoods were cut and processed locally. By 1810 there were 11 sawmills in the Pine Creek watershed, and by 1840 there were 145, despite a flood in 1832 which wiped out nearly all the mills along the creek. Selective harvesting of pines was replaced by clearcutting of all lumber in a tract. The first lumbering activity to take place close to what is now Leonard Harrison State Park occurred in 1838 when William Dodge and some partners built a settlement at Big Meadows and formed the Pennsylvania Joint Land and Lumber Company. Dodge's company purchased thousands of acres of land in the area, including what is now Colton Point State Park. In 1865 the last pine spar raft floated down the creek, and on March 28, 1871, the General Assembly passed a law allowing splash dam construction and clearing of creeks to allow loose logs to float better. The earliest spring log drives floated up to 20,000,000 board feet (47,000 m<sup>3</sup>) of logs in Pine Creek at one time. These logs floated to the West Branch Susquehanna River and to sawmills near the Susquehanna Boom at Williamsport. Hemlock wood was not widely used until the advent of wire nails, but the bark was used to tan leather. After 1870 the largest tanneries in the world were in the Pine Creek watershed, and required 2,000 pounds (910 kg) of bark to produce 150 pounds (68 kg) of quality sole leather. In 1883 the Jersey Shore, Pine Creek and Buffalo Railway opened, following the creek through the gorge. The new railroad used the relatively level route along Pine Creek to link the New York Central Railroad with the Clearfield Coalfield. In the surrounding forests, log drives gave way to logging railroads, which transported lumber to local sawmills. There were 13 companies operating logging railroads along Pine Creek and its tributaries between 1886 and 1921, while the last log drive in the Pine Creek watershed started on Little Pine Creek in 1905. The west rim, which became Colton Point State Park, had a logging railroad by 1903, which was able to harvest lumber on Fourmile Run that had been previously inaccessible. The old-growth forests were clearcut by the early 20th century and the gorge was stripped bare. Nothing was left except the dried-out tree tops, which became a fire hazard, so much of the land burned and was left barren. On May 6, 1903, the Wellsboro newspaper had the headline "Wild Lands Aflame" and reported landslides through the gorge. The soil was depleted of nutrients, fires baked the ground hard, and jungles of blueberries, blackberries, and mountain laurel covered the clearcut land, which became known as the "Pennsylvania Desert". Disastrous floods swept the area periodically and much of the wildlife was wiped out. ### Nessmuk and Leonard Harrison George Washington Sears, an early conservationist who wrote under the pen name "Nessmuk", was one of the first to criticize Pennsylvania lumbering and its destruction of forests and creeks. In his 1884 book Woodcraft he wrote of the Pine Creek watershed where > A huge tannery ... poisons and blackens the stream with chemicals, bark and ooze. ... The once fine covers and thickets are converted into fields thickly dotted with blackened stumps. And, to crown the desolation, heavy laden trains of 'The Pine Creek and Jersey Shore R.R.' go thundering [by] almost hourly ... Of course, this is progress; but, whether backward or forward, had better be decided sixty years hence. Nessmuk's words went mostly unheeded in his lifetime and did not prevent the clearcutting of almost all of the virgin forests in Pennsylvania. Sears lived in Wellsboro from 1844 until his death in 1890, and was the first to describe the Pine Creek Gorge. He also described a trip to what became Leonard Harrison State Park: after a 6-mile (9.7 km) buggy ride, he then had to hike 7 miles (11 km) through tangles of fallen trees and branches, down ravines, and over banks for five hours. At least he reached "The Point", which he wrote was "the jutting terminus of a high ridge which not only commands a capital view of the opposite mountain, but also of the Pine Creek Valley, up and down for miles". A Pennsylvania Historical and Museum Commission (PHMC) state historical marker commemorating Nessmuk was dedicated in the park in 1972. The creation of the park was the work of Leonard Harrison, a former lumberman and businessman from Wellsboro who owned a substantial amount of land in the Pine Creek Gorge. In the 1890s Harrison operated a sawmill at Tiadaghton in the middle of the gorge, which was supplied with logs, not by train as was most common in that era, but by a log slide built into the side of the gorge. The log slide was used on a year-round basis: during the winter the logs slid down on ice; following the snowmelt the slide was greased to ease the descent of the logs. After the village and the mill were destroyed by a fire, Harrison turned his attention to tourism. He purchased 121 acres (49 ha) of land at the site of the current park in 1906, then developed this land, known as "The Lookout", and invited the public to enjoy the beauty of Pine Creek Gorge. Harrison donated the picnic grounds to the Commonwealth of Pennsylvania in 1922. Although the park was donated to the state, the Wellsboro Chamber of Commerce made initial improvements there and operated it for the first two decades. Elsewhere in the gorge the state bought land abandoned by lumber companies, sometimes for less than \$2 per acre (\$4.94/ha). Except for the adjoining Colton Point State Park, this land became the Tioga State Forest, which was officially established in 1925 and lies just north and south of the park. As of 2008 the state forest encompasses 160,000 acres (65,000 ha), mostly in Tioga County. ### Modern era Despite its status as Leonard Harrison State Forest Park, it took time for the park to become more well known. Access to the park over small roads was still difficult. An elderly woman who had lived nearby all her life visited the park for the first time in 1932 and asked, on seeing the gorge, "How long has this been here?" The Civilian Conservation Corps (CCC) improved access and constructed many of the amenities at Leonard Harrison park from 1933 to 1936, during the Great Depression. Leonard Harrison State Park is one of many examples of the work of the CCC throughout north-central Pennsylvania. The CCC built picnic and comfort facilities, made roads and trails (often following old logging roads), and planted stands of white pine, spruce and larch. Some of the CCC-constructed facilities remain and are still used, and the park has hosted a reunion of former CCC workers each summer since 1990. In 1936 Larry Woodin of Wellsboro and other Tioga County business owners began a tourism campaign to promote the Pine Creek Gorge as "The Grand Canyon of Pennsylvania". Greyhound Bus Lines featured a view of the canyon from a Leonard Harrison lookout on the back cover of its Atlantic Coast timetable. The bus line's Chicago to New York City tour had an overnight stay in Wellsboro and a morning visit to the canyon for \$3. More than 300,000 tourists visited the canyon by the autumn of 1936, and 15,000 visited Leonard Harrison over Memorial Day weekend in 1937. That year more visitors came to the Pine Creek Gorge than to Yellowstone National Park. In response to the heavy use of the local roads, the CCC widened the highways in the area, and guides from the CCC gave tours of the canyon. A PHMC state historical marker honoring the CCC's work in the park and county was dedicated on June 3, 1995. Near the lookout over the gorge there is a bronze statue of a "Tioga County CCC Worker", unveiled on August 14, 1999, as a monument to the achievements of the CCC. After the Second World War the state took over operation of the park, and expanded its size beyond the original land donated by Harrison: six purchases between 1946 and 1949 increased the park's area from 128 acres (52 ha) to 585 acres (237 ha) at a cost of \$26,328. The Pennsylvania Geographic Board dropped the word Forest and officially named it Leonard Harrison State Park on November 11, 1954. The park was improved in the following decade with the completion of new latrines (1963) and a new concession stand and visitor center (1968). Pine Creek was named a state scenic river on December 4, 1992, which ensured further protection of Pine Creek Gorge in its natural state. In 1997 the park's Important Bird Area (IBA) was one of the first 73 IBAs established in Pennsylvania. In 2000 the park became part of the Hills Creek State Park complex, an administrative grouping of eight state parks in Potter and Tioga counties. In 2005 the state began a \$1.2 million upgrade of park facilities, including a new maintenance building, the replacement of three pit latrines at the overlook and campground, the addition of showers at the campground, and the conversion of all restrooms to flush toilets. The second half of the 20th century saw great changes in the rail line through the park. Regular passenger service on the canyon line ended after the Second World War, and in 1960 the second set of train tracks was removed. Conrail abandoned the section of the railroad passing through the gorge on September 21, 1988. The right-of-way eventually became the Pine Creek Rail Trail, which follows the path of the former Pine Creek Path. The first section of the rail trail opened in 1996 and included the 1 mile (1.6 km) section in the park: as of 2008 the Pine Creek Rail Trail is 63.5 miles (102.2 km) long. Leonard Harrison State Park continued to attract national attention in the post-war era. The New York Times featured the park and its "breath-taking views of the gorge" as well as its trails and picnic groves in a 1950 article, and in 1966 praised the whitewater boating on Pine Creek and the park's "outstanding look-out points". The Pine Creek Gorge, including Leonard Harrison and Colton Point State Parks and a 12-mile (19 km) section of Tioga State Forest, was named a National Natural Landmark (NNL) in April 1968. The plaque for the entire NNL is on the lookout terrace of Leonard Harrison State Park. Another New York Times article on whitewater canoeing in 1973 noted the damage along the creek done by Hurricane Agnes the year before, and Leonard Harrison's waterfalls. In the new millennium, the two state parks on either side of the Pine Creek Gorge are frequently treated as one. A 2002 New York Times article called Leonard Harrison and Colton Point state parks "Two State Parks, Divided by a Canyon" and noted their "overlooks offer the most spectacular views". Leonard Harrison and Colton Point were each included in the list of state parks chosen by the DCNR Pennsylvania Bureau of Parks for its "25 Must-See Pennsylvania State Parks" list. The DCNR describes how they "offer spectacular vistas and a fabulous view of Pine Creek Gorge, also known as Pennsylvania's Grand Canyon". It goes on to praise their inclusion in a National Natural Landmark and State Park Natural Area, hiking and trails, and the Pine Creek Rail Trail and bicycling. ## Pine Creek Gorge Leonard Harrison State Park lies on the east side of the Pine Creek Gorge, also known as the Grand Canyon of Pennsylvania. A sister park, Colton Point State Park, is on the west side, and the two parks combined form essentially one large park that includes parts of the gorge and creek and parts of the plateau dissected by the gorge. Pine Creek has carved the gorge nearly 47 miles (76 km) through the dissected Allegheny Plateau in northcentral Pennsylvania. The canyon begins in southwestern Tioga County, just south of the village of Ansonia, and continues south to near the village of Waterville in Lycoming County. The depth of the gorge in Colton Point State Park is about 800 feet (240 m) and it measures nearly 4,000 feet (1,200 m) across. The Pine Creek Gorge National Natural Landmark includes Colton Point and Leonard Harrison State Parks and parts of the Tioga State Forest along 12 miles (19 km) of Pine Creek between Ansonia and Blackwell. This federal program does not provide any extra protection beyond that offered by the land owner. The National Park Service's designation of the gorge as a National Natural Landmark notes that it "contains superlative scenery, geological and ecological value, and is one of the finest examples of a deep gorge in the eastern United States." The gorge is also protected by the state of Pennsylvania as the 12,163-acre (4,922 ha) Pine Creek Gorge Natural Area, which is the second largest State Natural Area in Pennsylvania. Within this area, 699 acres (283 ha) of Colton Point and Leonard Harrison State Parks are designated a State Park Natural Area. The state Natural Area runs along Pine Creek from Darling Run in the north (just below Ansonia) to Jerry Run in the south (just above Blackwell). It is approximately 12 miles (19 km) long and 2 miles (3.2 km) wide, with state forest roads providing all of the western border and part of the eastern border. Within the park, Pine Creek and the walls of the gorge "visible from the opposite shoreline" are also protected by the state as a Pennsylvania Scenic River. In 1968 Pine Creek was one of only 27 rivers originally designated as eligible to be included in the National Wild and Scenic River system, and one of only eight specifically mentioned in the law establishing the program. Before Pine Creek could be included in the federal program, the state enacted its State Scenic Rivers Act, then asked that Pine Creek be withdrawn from the national designation. However, there was much local opposition to its inclusion on the state's list, based at least partly on mistaken fears that protection would involve seizure of private property and restricted access. Eventually this opposition was overcome, but Pennsylvania did not officially include it as one of its own state Scenic and Wild Rivers until November 25, 1992. The state treated Pine Creek as if it were a state scenic river between 1968 and 1992. It protected the creek from dam-building and water withdrawals for power plants, and added public access points to reduce abuse of private property. ## Geology and climate Although the rock formations exposed in Leonard Harrison State Park and the Pine Creek Gorge are at least 300 million years old, the gorge itself formed only about 20,000 years ago, in the last ice age. Pine Creek had flowed northeasterly until then, but was dammed by rocks, soil, ice, and other debris deposited by the receding Laurentide Continental Glacier. The dammed creek formed a lake near the present village of Ansonia, and the lake's glacial meltwater overflowed the debris dam, which caused a reversal of the flow of Pine Creek. The creek flooded to the south and quickly carved a deep channel on its way to the West Branch Susquehanna River. The park is at an elevation of 1,821 feet (555 m) on the Allegheny Plateau, which formed in the Alleghenian orogeny some 300 million years ago, when Gondwana (specifically what became Africa) and what became North America collided, forming Pangaea. While the gorge and its surroundings appear mountainous, these are not true mountains: instead years of erosion have made this a dissected plateau, causing the "mountainous" terrain seen today. The hardest of the ancient rocks are on top of the ridges, while the softer rocks eroded away forming the valleys. The land on which Leonard Harrison State Park sits has undergone tremendous change over the last 400 million years. It was once part of the coastline of a shallow sea that covered a great portion of what is now North America. The high mountains to the east of the sea gradually eroded, causing a buildup of sediment made up primarily of clay, sand and gravel. Tremendous pressure on the sediment caused the formation of the rocks that are found today in the Pine Creek drainage basin: sandstone, shale, conglomerates, limestone, and coal. Five major rock formations are present in Leonard Harrison State Park, from the Devonian and Carboniferous periods. The youngest of these, which forms the highest points in the park and along the gorge, is the early Pennsylvanian Pottsville Formation, a gray conglomerate that may contain sandstone, siltstone, and shale, as well as anthracite coal. Low-sulfur coal was once mined at three locations within the Pine Creek watershed. Below this is the late Mississippian Mauch Chunk Formation, which is formed with grayish-red shale, siltstone, sandstone, and conglomerate. Millstones were once carved from the exposed sections of this conglomerate. Together the Pottsville and Mauch Chunk formations are some 300 feet (91 m) thick. Next below these is the late Devonian and early Mississippian Huntley Mountain Formation, which is made of grayish-red shale and olive-gray sandstone. This is relatively hard rock and forms many of the ridges. Below this is the red shale and siltstone of the Catskill Formation, about 760 feet (230 m) thick and some 375 million years old. This layer is relatively soft and easily eroded, which helped to form the Pine Creek Gorge. Cliffs formed by the Huntley Mountain and Catskill formations are visible north of the park at Barbour Rock. The lowest and oldest layer is the Lock Haven Formation, which is gray to green-brown siltstone and shale over 400 million years old. It forms the base of the gorge, contains marine fossils, and is up to 600 feet (180 m) thick. The dominant soil in Leonard Harrison State Park is somewhat excessively drained Oquaga channery loam, which is often associated with well drained Lordstown channery loam. Much of the campground near the eastern boundary is supported by Morris gravelly silt loam, which is somewhat poorly drained due to a subsoil fragipan. The Oquaga tends to be very strongly acidic (pH 4.8), Morris is strongly acidic (pH 5.3) and Lordstown is moderately acidic (pH 5.5). All of these soils belong to the Inceptisol soil order. The Allegheny Plateau has a continental climate, with occasional severe low temperatures in winter and average daily temperature ranges of 20 °F (11 °C) in winter and 26 °F (14 °C) in summer. The mean annual precipitation for the Pine Creek watershed is 36 to 42 inches (914 to 1,070 mm). The highest recorded temperature at the park was 104 °F (40 °C) in 1936, and the record low was −30 °F (−34 °C) in 1934. On average, July is the hottest month at Leonard Harrison, January is the coldest, and June the wettest. ## Ecology Descriptions from early explorers and settlers give some idea of what the Pine Creek Gorge was like before it was clearcut. The forest was up to 85 percent hemlock and white pine, with the rest hardwoods. Many animal species that are now vanished inhabited the area. A herd of 12,000 American bison migrated along the West Branch Susquehanna River in 1773. Pine Creek was home to large predators such as wolves, lynx, wolverines, panthers, fishers, foxes and bobcats, all save the last three now locally extinct. The area had herds of elk and deer, and large numbers of black bears, river otters, and beavers. In 1794, two of the earliest white explorers to travel up Pine Creek found so many rattlesnakes on its banks that they had to sleep in their canoe. Further upstream, insects forced them to do the same. The virgin forests cooled the land and streams. Centuries of accumulated organic matter in the forest soil caused slow percolation of rainfall into the creeks and runs, so they flowed more evenly year-round. Pine Creek was home to large numbers of fish, including trout, but dams downstream on the Susquehanna River have eliminated the shad, salmon, and eels once found in the creek. The clearcutting of forests destroyed habitat for animals, but there was also a great deal of hunting, with bounties paid for large predators. ### State Natural Area and wildlife While Leonard Harrison and Colton Point State Parks and parts of the surrounding Tioga State Forest are now the Pine Creek Gorge National Natural Landmark, it is their status as part of a Pennsylvania State Natural Area that provides the strongest protection for them. Within this Natural Area, all logging, mining, and oil and gas drilling are prohibited, and only foot trail access is allowed. In 1988 the Pennsylvania Department of Environmental Resources, precursor to the DCNR, described it as > about 95% State owned, unroaded, and designated the Pine Creek Gorge Natural Area. It is a place of unique geologic history and contains some rare plant communities, an old growth hemlock stand, ... active bald eagle nest[s] ... and is a major site of river otter reintroduction. Departmental policy is protection of the natural values of the Canyon from development and overuse, and restoration of the area to as near a natural condition as possible. The gorge has over 225 species of wildflowers, plants and trees, with scattered stands of old growth forest on some of its steepest walls. The rest of the gorge is covered with thriving second growth forest that can be over one hundred years old. However, since clearcutting, nearly 90 percent of the forest land has burnt at least once. Typical south-facing slopes here have mountain laurel below oak and hickory trees, while north-facing slopes tend to have ferns below hemlocks and hardwoods. Large chestnuts and black cherry can also be found. The Grand Canyon of Pennsylvania is known for its fall foliage, and Leonard Harrison State Park is a popular place to observe the colors, with the first three weeks of October as the best time to see the leaves in their full color. Red leaves are found on red maple, red oak, and black cherry, while orange and yellow leaves are on black walnut, sugar maple, aspen, birch, tulip poplar and chestnut oak, and brown leaves are from beech, white oak, and eastern black oak trees. Plants of "special concern" in Pennsylvania that are found in the gorge include Jacob's ladder, wild pea, and hemlock parsley. There are over 40 species of mammals in the Pine Creek Gorge. Leonard Harrison State Park's extensive forest cover makes it a habitat for "big woods" wildlife, including white-tailed deer, black bear, wild turkey, red and gray squirrels. Less common creatures include bobcats, coyote, fishers, river otters, and timber rattlesnakes. There are over 26 species of fish in Pine Creek, including trout, suckers, fallfish, and rock bass. Other aquatic species include crayfish and frogs. Several species have been reintroduced to the gorge. White-tailed deer were imported from Michigan and released throughout Pennsylvania to reestablish what had once been a thriving population. The current population of deer in Pennsylvania are descended from the original stock introduced beginning in 1906, after the lumberman had moved out of the area. The deer population has grown so much that today they exceed their carrying capacity in many areas. River otters were successfully reintroduced in 1983 and now breed in the gorge. Despite the fears of anglers, their diet is only 5 percent trout. Fishers, medium-sized weasels, were reintroduced to Pine Creek Gorge as part of an effort to establish a healthy population of fishers in Pennsylvania. Prior to the lumber era, fishers were numerous throughout the forests of Pennsylvania. They are generalized predators and will hunt any smaller creatures in their territory, including porcupines. Elk have been reintroduced west of the gorge in Clinton County and occasionally wander near the west rim of the canyon. Coyotes have come back on their own. Invasive insect species in the gorge include gypsy moths, which eat all the leaves off trees, especially oaks, and hemlock woolly adelgids, which weaken and kill hemlocks. Invasive plant species include purple loosestrife and Japanese knotweed. ### Important Bird Area Leonard Harrison State Park is part of Important Bird Area \#28, which encompasses 31,790 acres (12,860 ha) of both publicly and private held land. State managed acreage accounts for 68 percent of the total area and includes Leonard Harrison and Colton Point State Parks and the surrounding Tioga State Forest lands. The Pennsylvania Audubon Society has designated all 585 acres (237 ha) of Leonard Harrison State Park as part of the IBA, which is an area designated as a globally important habitat for the conservation of bird populations. Ornithologists and bird watchers have recorded a total of 128 species of birds in the IBA. Several factors contribute to the high total of bird species observed: there is a large area of forest in the IBA, as well as great habitat diversity, with 343 acres (139 ha) of open water that is used by many of the birds, especially bald eagles. The location of the IBA along the Pine Creek Gorge also contributes to the diverse bird populations. In addition to bald eagles, which live in the IBA year round and have successfully established a breeding population there, the IBA is home to belted kingfishers, scarlet tanagers, black-throated blue warblers, common mergansers, blue and green heron, hermit thrushes, and wood ducks. Large numbers of ospreys use the gorge during spring and fall migration periods. The woodlands are inhabited by the ruffed grouse, Pennsylvania's state bird, and wild turkeys. Swainson's thrush breeds in the IBA and the northern harrier breeds and overwinters in Pine Creek Gorge. A variety of warblers is found in Leonard Harrison State Park. The Pennsylvania Audubon Society states that Pine Creek Gorge is "especially rich in warbler species, including Pine, Black-throated Blue, Black-throated Green, Blackburnian, and Black-and-white." Many of these smaller birds are more often heard than seen as they keep away from the trails and overlooks. ## Recreation ### Trails Leonard Harrison State Park is a destination for avid hikers, with some challenging hikes in and around the Grand Canyon of Pennsylvania. The park has 4.6 miles (7.4 km) of trails that feature very rugged terrain, pass close to steep cliffs, and can be slick in some areas. In 2003, the DCNR reported that 37,775 people used the trails in the park, and another 24,407 bicycled in it. - Overlook Trail is a 0.6-mile (0.97 km) path to Otter View, a vista looking to the south. This moderately difficult loop passes reminders of the CCC's work in the park, including a plantation of red pines and an old incinerator. - Turkey Path is a difficult trail, 2 miles (3.2 km) long (down and back), that follows Little Fourmile Run down the side of the canyon, descending over 800 feet (240 m) to Pine Creek and the rail trail at the bottom of the gorge. It was originally a mule drag used to haul timber to the creek. There are several waterfalls on the trail, which passes through an environmentally sensitive area and is on a steep slope. Hikers are encouraged to remain on the path to reduce erosion and protect fragile plant life along the trail. In 2006 a hiker who had left the path slipped near a waterfall and fell to his death. A vista at the halfway point on Turkey Path was constructed in 1978 by the Youth Conservation Corps. Hand rails, steps and observation decks were added to the path in 1993 by the Pennsylvania Conservation Corps. The park website classifies it as a "down and back trail" since there is no bridge across Pine Creek. However, there is also a Turkey Path from Colton Point State Park on the west rim of the gorge down to a point on Pine Creek just upstream of the end of this trail. According to Owlett and the DCNR Pine Creek Rail Trail map, the creek can be forded with care when the water is low, and the Turkey Path connects the two parks. - Pine Creek Rail Trail is a 63.4-mile (102.0 km) rail trail from Wellsboro Junction, just north of Wellsboro, south through the Pine Creek Gorge to Jersey Shore: 1 mile (1.6 km) of this trail is in Leonard Harrison and Colton Point State Parks. A 2001 article in USA Today said the scenic beauty of the Grand Canyon of Pennsylvania made the trail one of "10 great places to take a bike tour" in the world. ### Camping and picnics Camping is a popular pastime at Leonard Harrison State Park, with 3,511 persons using the rustic camping facilities in 2003. The DCNR classifies camping facilities as "rustic" if they do not have flush toilets or showers. The state has renovated the park camping area since 2003, building modern bathrooms with flush toilets and hot showers, and no longer considers it "rustic". The park has updated electric sites for RV campers as well. The campground has picnic tables and fire rings. The park has almost 100 picnic tables for use; seven of these tables are in shelters. The park hosted some 29,150 picnickers in 2003. ### Hunting, fishing, and whitewater Hunting is permitted on about 250 acres (100 ha) of Leonard Harrison State Park: hunters are expected to follow the rules and regulations of the Pennsylvania State Game Commission. The common game species are ruffed grouse, eastern gray squirrel, wild turkey, white-tailed deer, and black bear; however, hunting groundhog is prohibited. Additional acres of forested woodlands are available for hunting on the grounds of the adjacent Tioga State Forest. Fishing is permitted at the state park, though anglers must descend the Turkey Path to reach Pine Creek. This has been designated as approved trout waters by the Pennsylvania Fish and Boat Commission, which means the waters will be stocked with trout and may be fished during trout season. Other species of fish found in Pine Creek include smallmouth bass and some panfish. Several small trout streams are accessible from within the park, which had 2,597 anglers in 2003. Historically, fishermen of note on the stretch of Pine Creek in the park include President Theodore Roosevelt and Pennsylvania Governor William A. Stone. Edward Gertler writes in Keystone Canoeing that Pine Creek "is possibly Pennsylvania's most famous canoe stream" and attributes this partly to the thousands who decide to boat on it after they "peer into Pine Creek's spectacular abyss from the overlooks of Leonard Harrison and Colton Point state parks". The park contains 1 mile (1.6 km) of Pine Creek, which is Class 1 to Class 2 whitewater here. Boaters do not normally start or end their run in the park, which has no launches: it is part of the 16.8-mile (27.0 km) trip from Ansonia (Marsh Creek) south to Blackwell (Babb Creek). ## Nearby state parks Leonard Harrison State Park is mostly in Shippen Township, with a small portion in Delmar Township north of Stowell Run. It is 10 miles (16 km) west of Wellsboro at the western terminus of Pennsylvania Route 660. The following state parks are within 30 miles (48 km) of the park:
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Anne, Queen of Great Britain
1,173,854,381
Queen of Great Britain and Ireland
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Anne (6 February 1665 – 1 August 1714) was Queen of England, Scotland and Ireland from 8 March 1702 until 1 May 1707. On 1 May 1707, under the Acts of Union, the kingdoms of England and Scotland united as a single sovereign state known as Great Britain. Anne continued to reign as Queen of Great Britain and Ireland until her death in 1714. Anne was born during the reign of her uncle King Charles II. Her father was Charles's younger brother and heir presumptive, James, whose suspected Roman Catholicism was unpopular in England. On Charles's instructions, Anne and her elder sister Mary were raised as Anglicans. Mary married their Dutch Protestant cousin, William III of Orange, in 1677, and Anne married Prince George of Denmark in 1683. On Charles's death in 1685, James succeeded to the throne, but just three years later he was deposed in the Glorious Revolution of 1688. Mary and William became joint monarchs. Although the sisters had been close, disagreements over Anne's finances, status, and choice of acquaintances arose shortly after Mary's accession and they became estranged. William and Mary had no children. After Mary's death in 1694, William reigned alone until his own death in 1702, when Anne succeeded him. During her reign, Anne favoured moderate Tory politicians, who were more likely to share her Anglican religious views than their opponents, the Whigs. The Whigs grew more powerful during the course of the War of the Spanish Succession, until 1710 when Anne dismissed many of them from office. Her close friendship with Sarah Churchill, Duchess of Marlborough, turned sour as the result of political differences. The Duchess took revenge with an unflattering description of the Queen in her memoirs, which was widely accepted by historians until Anne was reassessed in the late 20th century. Anne was plagued by poor health throughout her life, and from her thirties she grew increasingly ill and obese. Despite 17 pregnancies, she died without surviving issue and was the last monarch of the House of Stuart. Under the Act of Settlement 1701, which excluded all Catholics, she was succeeded by her second cousin George I of the House of Hanover. ## Early life Anne was born at 11:39 p.m. on 6 February 1665 at St James's Palace, London, the fourth child and second daughter of the Duke of York (afterwards King James II and VII), and his first wife, Anne Hyde. Her father was the younger brother of King Charles II, who ruled the three kingdoms of England, Scotland and Ireland, and her mother was the daughter of Lord Chancellor Edward Hyde, 1st Earl of Clarendon. At her Anglican baptism in the Chapel Royal at St James's, her older sister, Mary, was one of her godparents, along with the Duchess of Monmouth and the Archbishop of Canterbury, Gilbert Sheldon. The Duke and Duchess of York had eight children, but Anne and Mary were the only ones to survive into adulthood. As a child, Anne had an eye condition, which manifested as excessive watering known as "defluxion". For medical treatment, she was sent to France, where she lived with her paternal grandmother, Henrietta Maria of France, at the Château de Colombes near Paris. Following her grandmother's death in 1669, Anne lived with an aunt, Henrietta Anne, Duchess of Orléans. On the sudden death of her aunt in 1670, Anne returned to England. Her mother died the following year. As was traditional in the royal family, Anne and her sister were brought up separated from their father in their own establishment at Richmond in Surrey. On the instructions of Charles II, they were raised as Protestants, despite their father being a Catholic. Placed in the care of Colonel Edward and Lady Frances Villiers, their education was focused on the teachings of the Anglican church. Henry Compton, Bishop of London, was appointed as Anne's preceptor. Around 1671, Anne first made the acquaintance of Sarah Jennings, who later became her close friend and one of her most influential advisors. Jennings married John Churchill (the future Duke of Marlborough) in about 1678. His sister, Arabella Churchill, was the Duke of York's mistress, and he was to be Anne's most important general. In 1673, the Duke of York's conversion to Catholicism became public, and he married a Catholic princess, Mary of Modena, who was only six and a half years older than Anne. Charles II had no legitimate children, and so the Duke of York was next in the line of succession, followed by his two surviving daughters from his first marriage, Mary and Anne—as long as he had no son. Over the next ten years, the new Duchess of York had ten children, but all were either stillborn or died in infancy, leaving Mary and Anne second and third in the line of succession after their father. There is every indication that, throughout Anne's early life, she and her stepmother got on well together, and the Duke of York was a conscientious and loving father. ## Marriage In November 1677, Anne's elder sister, Mary, married their Dutch first cousin William III of Orange, at St James's Palace, but Anne could not attend the wedding because she was confined to her room with smallpox. By the time she recovered, Mary had already left for her new life in the Netherlands. Lady Frances Villiers contracted the disease, and died. Anne's aunt Lady Henrietta Hyde (the wife of Laurence Hyde) was appointed as her new governess. A year later, Anne and her stepmother visited Mary in Holland for two weeks. Anne's father and stepmother retired to Brussels in March 1679 in the wake of anti-Catholic hysteria fed by the Popish Plot, and Anne visited them from the end of August. In October, all three returned to Britain: the Duke and Duchess to Scotland, and Anne to England. She joined her father and stepmother at Holyrood Palace in Edinburgh from July 1681 until May 1682. It was her last journey outside England. Anne's second cousin George of Hanover visited London for three months from December 1680, sparking rumours of a potential marriage between them. Historian Edward Gregg dismissed the rumours as ungrounded, as her father was essentially exiled from court, and the Hanoverians planned to marry George to his first cousin Sophia Dorothea of Celle as part of a scheme to unite the Hanoverian inheritance. Other rumours claimed she was courted by Lord Mulgrave, although he denied it. Nevertheless, as a result of the gossip, he was temporarily dismissed from court. With George of Hanover out of contention as a suitor for Anne, King Charles looked elsewhere for an eligible prince who would be welcomed as a groom by his Protestant subjects but also acceptable to his Catholic ally, Louis XIV of France. The Danes were Protestant allies of the French, and Louis XIV was keen on an Anglo-Danish alliance to contain the power of the Dutch. A marriage treaty between Anne and Prince George of Denmark, younger brother of King Christian V, and Anne's second cousin once removed, was negotiated by Anne's uncle Laurence Hyde, who had been made Earl of Rochester, and the English Secretary of State for the Northern Department, Robert Spencer, 2nd Earl of Sunderland. Anne's father consented to the marriage eagerly because it diminished the influence of his other son-in-law, William of Orange, who was naturally unhappy at the match. Bishop Compton officiated at the wedding of Anne and George of Denmark on 28 July 1683 in the Chapel Royal at St James's Palace. Although it was an arranged marriage, they were faithful and devoted partners. They were given a set of buildings, known as the Cockpit, in the Palace of Whitehall as their London residence, and Sarah Churchill was appointed one of Anne's ladies of the bedchamber. Within months of the marriage, Anne was pregnant, but the baby was stillborn in May. Anne recovered at the spa town of Tunbridge Wells, and over the next two years, gave birth to two daughters in quick succession: Mary and Anne Sophia. ## Accession of James II When Charles II died in 1685, Anne's father became King James II of England and VII of Scotland. To the consternation of the English people, James began to give Catholics military and administrative offices, in contravention of the Test Acts that were designed to prevent such appointments. Anne shared the general concern, and continued to attend Anglican services. As her sister Mary lived in the Netherlands, Anne and her family were the only members of the royal family attending Protestant religious services in England. When her father tried to get Anne to baptise her youngest daughter into the Catholic faith, Anne burst into tears. "[T]he doctrine of the Church of Rome is wicked and dangerous", she wrote to her sister, "their ceremonies—most of them—plain downright idolatry." Anne became estranged from her father and stepmother, as James moved to weaken the Church of England's power. In early 1687, within a matter of days, Anne miscarried, her husband caught smallpox, and their two young daughters died of the same infection. Lady Rachel Russell wrote that George and Anne had "taken [the deaths] very heavily ... Sometimes they wept, sometimes they mourned in words; then sat silent, hand in hand; he sick in bed, and she the carefullest nurse to him that can be imagined." Later that year, she suffered another stillbirth. Public alarm at James's Catholicism increased when his wife, Mary of Modena, became pregnant for the first time since James's accession. In letters to her sister Mary, Anne raised suspicions that the Queen was faking her pregnancy in an attempt to introduce a false heir. She wrote, "they will stick at nothing, be it never so wicked, if it will promote their interest ... there may be foul play intended." Anne had another miscarriage in April 1688, and left London to recuperate in the spa town of Bath. Anne's stepmother gave birth to a son, James Francis Edward Stuart, on 10 June 1688, and a Catholic succession became more likely. Anne was still at Bath, so she did not witness the birth, which fed the belief that the child was spurious. Anne may have left the capital deliberately to avoid being present, or because she was genuinely ill, but it is also possible that James desired the exclusion of all Protestants, including his daughter, from affairs of state. "I shall never now be satisfied", Anne wrote to her sister Mary, "whether the child be true or false. It may be it is our brother, but God only knows ... one cannot help having a thousand fears and melancholy thoughts, but whatever changes may happen you shall ever find me firm to my religion and faithfully yours." To dispel rumours of a supposititious child, James had 40 witnesses to the birth attend a Privy Council meeting, but Anne claimed she could not attend because she was pregnant (which she was not) and then declined to read the depositions because it was "not necessary". ## Glorious Revolution William of Orange invaded England on 5 November 1688 in an action known as the Glorious Revolution, which ultimately deposed King James. Forbidden by James to pay Mary a projected visit in the spring of 1687, Anne corresponded with her and was aware of the plans to invade. On the advice of the Churchills, she refused to side with James after William landed and instead wrote to William on 18 November declaring her approval of his action. Churchill abandoned the unpopular King James on the 24th. Prince George followed suit that night, and in the evening of the following day James issued orders to place Sarah Churchill under house arrest at St James's Palace. Anne and Sarah fled from Whitehall by a back staircase, putting themselves under the care of Bishop Compton. They spent one night in his house, and subsequently arrived at Nottingham on 1 December. Two weeks later and escorted by a large company, Anne arrived at Oxford, where she met Prince George in triumph. "God help me!", lamented James on discovering the desertion of his daughter on 26 November, "Even my children have forsaken me." On 19 December, Anne returned to London, where she was at once visited by William. James fled to France on the 23rd. Anne showed no concern at the news of her father's flight, and instead merely asked for her usual game of cards. She justified herself by saying that she "was used to play and never loved to do anything that looked like an affected constraint". In January 1689, a Convention Parliament assembled in England and declared that James had effectively abdicated when he fled, and that the thrones of England and Ireland were therefore vacant. The Parliament or Estates of Scotland took similar action, and William and Mary were declared monarchs of all three realms. The Bill of Rights 1689 and Claim of Right Act 1689 settled the succession. Anne and her descendants were to be in the line of succession after William and Mary, and they were to be followed by any descendants of William by a future marriage. On 24 July 1689, Anne gave birth to a son, Prince William, Duke of Gloucester, who, though ill, survived infancy. As King William and Queen Mary had no children, it looked as though Anne's son would eventually inherit the Crown. ## William and Mary Soon after their accession, William and Mary rewarded John Churchill by granting him the Earldom of Marlborough and Prince George was made Duke of Cumberland. Anne requested the use of Richmond Palace and a parliamentary allowance. William and Mary refused the first, and unsuccessfully opposed the latter, both of which caused tension between the two sisters. Anne's resentment grew worse when William refused to allow Prince George to serve in the military in an active capacity. The new king and queen feared that Anne's financial independence would weaken their influence over her and allow her to organise a rival political faction. From around this time, at Anne's request she and Sarah Churchill, Lady Marlborough, began to call each other the pet names Mrs. Morley and Mrs. Freeman, respectively, to facilitate a relationship of greater equality between the two when they were alone. In January 1692, suspecting that Marlborough was secretly conspiring with James's followers, the Jacobites, William and Mary dismissed him from all his offices. In a public show of support for the Marlboroughs, Anne took Sarah to a social event at the palace, and refused her sister's request to dismiss Sarah from her household. Lady Marlborough was subsequently removed from the royal household by the Lord Chamberlain, and Anne angrily left her royal lodgings and took up residence at Syon House, the home of the Duke of Somerset. Anne was stripped of her guard of honour; courtiers were forbidden to visit her, and civic authorities were instructed to ignore her. In April, Anne gave birth to a son who died within minutes. Mary visited her, but instead of offering comfort took the opportunity to berate Anne once again for her friendship with Sarah. The sisters never saw each other again. Later that year, Anne moved to Berkeley House in Piccadilly, London, where she had a stillborn daughter in March 1693. When Mary died of smallpox in 1694, William continued to reign alone. Anne became his heir apparent, since any children he might have by another wife were assigned to a lower place in the line of succession, and the two reconciled publicly. He restored her previous honours, allowed her to reside in St James's Palace, and gave her Mary's jewels, but excluded her from government and refrained from appointing her regent during his absences abroad. Three months later, William restored Marlborough to his offices. With Anne's restoration at court, Berkeley House became a social centre for courtiers who had previously avoided contact with Anne and her husband. According to James, Anne wrote to him in 1696 requesting his permission to succeed William, and thereafter promising to restore the Crown to James's line at a convenient opportunity; he declined to give his consent. She was probably trying to ensure her own succession by attempting to prevent a direct claim by James. ### Act of Settlement Anne's final pregnancy ended on 25 January 1700 with a stillbirth. She had been pregnant at least 17 times over as many years, and had miscarried or given birth to stillborn children at least 12 times. Of her five liveborn children, four died before the age of two. Anne experienced bouts of "gout" (pains in her limbs and eventually stomach and head) from at least 1698. Based on her foetal losses and physical symptoms, she may have had systemic lupus erythematosus, or antiphospholipid syndrome. Alternatively, pelvic inflammatory disease could explain why the onset of her symptoms roughly coincided with her penultimate pregnancy. Other suggested causes of her failed pregnancies are listeriosis, diabetes, intrauterine growth retardation, and rhesus incompatibility. Rhesus incompatibility, however, generally worsens with successive pregnancies, and so does not fit the pattern of Anne's pregnancies, as her only son to survive infancy, Prince William, Duke of Gloucester, was born after a series of stillbirths. Experts also believe syphilis, porphyria and pelvic deformation to be unlikely as the symptoms are incompatible with her medical history. Anne's gout rendered her lame for much of her later life. Around the court, she was carried in a sedan chair, or used a wheelchair. Around her estates, she used a one-horse chaise, which she drove herself "furiously like Jehu and a mighty hunter like Nimrod". She gained weight as a result of her sedentary lifestyle; in Sarah's words, "she grew exceeding gross and corpulent. There was something of majesty in her look, but mixed with a gloominess of soul". Sir John Clerk, 1st Baronet, described her in 1706: > under a fit of the gout and in extreme pain and agony, and on this occasion everything about her was much in the same disorder as about the meanest of her subjects. Her face, which was red and spotted, was rendered something frightful by her negligent dress, and the foot affected was tied up with a poultice and some nasty bandages. I was much affected by this sight ... Anne's sole surviving child, the Duke of Gloucester, died at age 11 on 30 July 1700. She and her husband were "overwhelmed with grief". Anne ordered her household to observe a day of mourning every year on the anniversary of his death. With William childless and Gloucester dead, Anne was the only person remaining in the line of succession established by the Bill of Rights 1689. To address the succession crisis and preclude a Catholic restoration, the Parliament of England enacted the Act of Settlement 1701, which provided that, failing the issue of Anne and of William III by any future marriage, the Crown of England and Ireland would go to Sophia, Electress of Hanover, and her Protestant descendants. Sophia was the granddaughter of James VI and I through his daughter Elizabeth, who was the sister of Anne's grandfather Charles I. Over 50 Catholics with stronger claims were excluded from the line of succession. Anne's father died in September 1701. His widow, Anne's stepmother, the former queen, wrote to Anne to inform her that her father forgave her and to remind her of her promise to seek the restoration of his line, but Anne had already acquiesced to the line of succession created by the Act of Settlement. ## Reign Anne became queen upon the death of King William III on 8 March 1702, and was immediately popular. In her first speech to the English Parliament, on 11 March, she distanced herself from her late Dutch brother-in-law and said, "As I know my heart to be entirely English, I can very sincerely assure you there is not anything you can expect or desire from me which I shall not be ready to do for the happiness and prosperity of England." Soon after her accession, Anne appointed her husband Lord High Admiral, giving him nominal control of the Royal Navy. Anne gave control of the army to Lord Marlborough, whom she appointed Captain-General. Marlborough also received numerous honours from the Queen; he was created a Knight of the Garter and was elevated to the rank of duke. The Duchess of Marlborough was appointed Groom of the Stool, Mistress of the Robes, and Keeper of the Privy Purse. Anne was crowned on St George's Day, 23 April 1702. Affected by gout, she was carried to Westminster Abbey in an open sedan chair, with a low back to permit her train to flow out behind her. On 4 May, England became embroiled in the War of the Spanish Succession, in which England, Austria, and the Dutch Republic fought against France and Bourbon Spain. Charles II of Spain had died childless in 1700, and the succession was disputed by two claimants: the Habsburg Archduke Charles of Austria and the Bourbon Philip, Duke of Anjou. She took a lively interest in affairs of state, and was a patron of theatre, poetry and music. She subsidised George Frideric Handel with £200 a year. She sponsored high-quality medals as rewards for political or military achievements. They were produced at the Mint by Isaac Newton and John Croker. She knighted Newton when she visited Cambridge in 1705. ### Acts of Union While Ireland was subordinate to the English Crown and Wales formed part of the kingdom of England, Scotland remained an independent sovereign state with its own parliament and laws. The Act of Settlement 1701, passed by the English Parliament, applied in the kingdoms of England and Ireland but not Scotland, where a strong minority wished to preserve the Stuart dynasty and its right of inheritance to the throne. Anne had declared it "very necessary" to conclude a union of England and Scotland in her first speech to the English Parliament, and a joint Anglo-Scots commission met at her former residence, the Cockpit, to discuss terms in October 1702. The negotiations broke up in early February 1703 having failed to reach an agreement. The Estates of Scotland responded to the Act of Settlement by passing the Act of Security, which gave the Estates the power, if the Queen had no further children, to choose the next Scottish monarch from among the Protestant descendants of the royal line of Scotland. The individual chosen by the Estates could not be the same person who came to the English throne, unless England granted full freedom of trade to Scottish merchants. At first, Anne withheld royal assent to the act, but she granted it the following year when the Estates threatened to withhold supply, endangering Scottish support for England's wars. In its turn, the English Parliament responded with the Alien Act 1705, which threatened to impose economic sanctions and declare Scottish subjects aliens in England, unless Scotland either repealed the Act of Security or moved to unite with England. The Estates chose the latter option; the English Parliament agreed to repeal the Alien Act, and new commissioners were appointed by Queen Anne in early 1706 to negotiate the terms of a union. The articles of union approved by the commissioners were presented to Anne on 23 July 1706 and ratified by the Scottish and English Parliaments on 16 January and 6 March 1707, respectively. Under the Acts of Union, England and Scotland were united into a single kingdom called Great Britain, with one parliament, on 1 May 1707. A consistent and ardent supporter of union despite opposition on both sides of the border, Anne attended a thanksgiving service in St Paul's Cathedral. The Scot Sir John Clerk, 1st Baronet, who also attended, wrote, "nobody on this occasion appeared more sincerely devout and thankful than the Queen herself". ### Two-party politics Anne's reign was marked by the further development of a two-party system. In general, the Tories were supportive of the Anglican church and favoured the landed interest of the country gentry, while the Whigs were aligned with commercial interests and Protestant Dissenters. As a committed Anglican, Anne was inclined to favour the Tories. Her first ministry was predominantly Tory, and contained such High Tories as Daniel Finch, 2nd Earl of Nottingham, and her uncle Laurence Hyde, 1st Earl of Rochester. It was headed by Lord Treasurer Lord Godolphin and Anne's favourite the Duke of Marlborough, who were considered moderate Tories, along with the Speaker of the House of Commons, Robert Harley. Anne supported the Occasional Conformity Bill of 1702, which was promoted by the Tories and opposed by the Whigs. The bill aimed to disqualify Protestant Dissenters from public office by closing a loophole in the Test Acts, legislation that restricted public office to Anglican conformists. The existing law permitted nonconformists to take office if they took Anglican communion once a year. Anne's husband was placed in an unfortunate position when Anne forced him to vote for the bill, even though, being a Lutheran, he was an occasional conformist himself. The Whigs successfully blocked the bill for the duration of the parliamentary session. Anne reinstituted the traditional religious practice of touching for the king's evil that had been eschewed by William as papist superstition. After the Great Storm of 1703, Anne declared a general fast to implore God "to pardon the crying sins of this nation which had drawn down this sad judgement". The Occasional Conformity Bill was revived in the wake of the storm, but Anne withheld support, fearing its reintroduction was a ruse to cause a political quarrel. Once again it failed. A third attempt to introduce the bill as an amendment to a money bill in November 1704 was also thwarted. The Whigs vigorously supported the War of the Spanish Succession and became even more influential after the Duke of Marlborough won a great victory at the Battle of Blenheim in 1704. Many of the High Tories, who opposed British involvement in the land war against France, were removed from office. Godolphin, Marlborough, and Harley, who had replaced Nottingham as Secretary of State for the Northern Department, formed a ruling "triumvirate". They were forced to rely more and more on support from the Whigs, and particularly from the Whig Junto—Lords Somers, Halifax, Orford, Wharton and Sunderland—whom Anne disliked. Sarah, the Duchess of Marlborough, incessantly badgered the Queen to appoint more Whigs and reduce the power of the Tories, whom she considered little better than Jacobites, and the Queen became increasingly discontented with her. In 1706, Godolphin and the Marlboroughs forced Anne to accept Lord Sunderland, a Junto Whig and the Marlboroughs' son-in-law, as Harley's colleague as Secretary of State for the Southern Department. Although this strengthened the ministry's position in Parliament, it weakened the ministry's position with the Queen, as Anne became increasingly irritated with Godolphin and with her former favourite, the Duchess of Marlborough, for supporting Sunderland and other Whig candidates for vacant government and church positions. The Queen turned for private advice to Harley, who was uncomfortable with Marlborough and Godolphin's turn towards the Whigs. She also turned to Abigail Hill, a woman of the bedchamber whose influence grew as Anne's relationship with Sarah deteriorated. Abigail was related to both Harley and the Duchess, but was politically closer to Harley, and acted as an intermediary between him and the Queen. The division within the ministry came to a head on 8 February 1708, when Godolphin and the Marlboroughs insisted that the Queen had to either dismiss Harley or do without their services. When the Queen seemed to hesitate, Marlborough and Godolphin refused to attend a cabinet meeting. Harley attempted to lead business without his former colleagues, and several of those present including Charles Seymour, Duke of Somerset refused to participate until they returned. Her hand forced, the Queen dismissed Harley. The following month, Anne's Catholic half-brother, James Francis Edward Stuart, attempted to land in Scotland with French assistance in an attempt to establish himself as king. Anne withheld royal assent from the Scottish Militia Bill 1708 in case the militia raised in Scotland was disloyal and sided with the Jacobites. She was the last British sovereign to veto a parliamentary bill, although her action was barely commented upon at the time. The invasion fleet never landed and was chased away by British ships commanded by Sir George Byng. As a result of the Jacobite invasion scare, support for the Tories fell and the Whigs were able to secure a majority in the 1708 British general election. The Duchess of Marlborough was angered when Abigail moved into rooms at Kensington Palace that Sarah considered her own, though she rarely if ever used them. In July 1708, she came to court with a bawdy poem written by a Whig propagandist, probably Arthur Maynwaring, that implied a lesbian relationship between Anne and Abigail. The Duchess wrote to Anne telling her she had damaged her reputation by conceiving "a great passion for such a woman ... strange and unaccountable". Sarah thought Abigail had risen above her station, writing "I never thought her education was such as to make her fit company for a great queen. Many people have liked the humour of their chambermaids and have been very kind to them, but 'tis very uncommon to hold a private correspondence with them and put them upon the foot of a friend." While some modern commentators have concluded Anne was a lesbian, most have rejected this analysis. In the opinion of Anne's biographers, she considered Abigail nothing more than a trusted servant and was a woman of strong traditional beliefs, who was devoted to her husband. At a thanksgiving service for a victory at the Battle of Oudenarde, Anne did not wear the jewels that Sarah had selected for her. At the door of St Paul's Cathedral, they had an argument that culminated in Sarah offending the Queen by telling her to be quiet. Anne was dismayed. When Sarah forwarded an unrelated letter from her husband to Anne, with a covering note continuing the argument, Anne wrote back pointedly, "After the commands you gave me on the thanksgiving day of not answering you, I should not have troubled you with these lines, but to return the Duke of Marlborough's letter safe into your hands, and for the same reason do not say anything to that, nor to yours which enclosed it." ### Death of her husband Anne was devastated by her husband's death in October 1708, and it proved a turning point in her relationship with the Duchess of Marlborough. The Duchess arrived at Kensington Palace shortly before George died, and after his death insisted that Anne leave Kensington for St James's Palace against her wishes. Anne resented the Duchess's intrusive actions, which included removing a portrait of George from the Queen's bedchamber and then refusing to return it in the belief that it was natural "to avoid seeing of papers or anything that belonged to one that one loved when they were just dead". The Whigs used George's death to their own advantage. The leadership of the Admiralty was unpopular among the Whig leaders, who had blamed Prince George and his deputy George Churchill (who was Marlborough's brother) for mismanagement of the navy. With Whigs now dominant in Parliament, and Anne distraught at the loss of her husband, they forced her to accept the Junto leaders Lords Somers and Wharton into the cabinet. Anne, however, insisted on carrying out the duties of Lord High Admiral herself, without appointing a member of the government to take George's place. Undeterred, the Junto demanded the appointment of the Earl of Orford, another member of the Junto and one of Prince George's leading critics, as First Lord of the Admiralty. Anne appointed the moderate Earl of Pembroke, on 29 November 1708. Pressure mounted on Pembroke, Godolphin and the Queen from the dissatisfied Junto Whigs, and Pembroke resigned after less than a year in office. Another month of arguments followed before the Queen finally consented to put Orford in control of the Admiralty as First Lord in November 1709. Sarah continued to berate Anne for her friendship with Abigail and, in October 1709, Anne wrote to the Duke of Marlborough asking that his wife "leave off teasing & tormenting me & behave herself with the decency she ought both to her friend and Queen". On Maundy Thursday 6 April 1710, Anne and Sarah saw each other for the last time. According to Sarah, the Queen was taciturn and formal, repeating the same phrases—"Whatever you have to say you may put in writing" and "You said you desired no answer, and I shall give you none"—over and over. ### War of the Spanish Succession As the expensive War of the Spanish Succession grew unpopular, so did the Whig administration. The impeachment of Henry Sacheverell, a high church Tory Anglican who had preached anti-Whig sermons, led to further public discontent. Anne thought Sacheverell ought to be punished for questioning the Glorious Revolution, but that his punishment should only be a mild one to prevent further public commotion. In London, riots broke out in support of Sacheverell, but the only troops available to quell the disturbances were Anne's guards, and Secretary of State Sunderland was reluctant to use them and leave the Queen less protected. Anne declared God would be her guard and ordered Sunderland to redeploy her troops. In line with Anne's views, Sacheverell was convicted, but his sentence—suspension of preaching for three years—was so light as to render the trial a mockery. The Queen, increasingly disdainful of the Marlboroughs and her ministry, finally took the opportunity to dismiss Sunderland in June 1710. Godolphin followed in August. The Junto Whigs were removed from office, although Marlborough, for the moment, remained as commander of the army. In their place, she appointed a new ministry headed by Harley, which began to seek peace with France. Unlike the Whigs, Harley and his ministry were ready to compromise by giving Spain to the Bourbon claimant, Philip of Anjou, in return for commercial concessions. In the parliamentary elections that soon followed his appointment, Harley, aided by government patronage, secured a large Tory majority. In January 1711, Anne forced Sarah to resign her court offices, and Abigail took over as Keeper of the Privy Purse. Harley was stabbed by a disgruntled French refugee, the Marquis de Guiscard, in March, and Anne wept at the thought he would die. He recovered slowly. Godolphin's death from natural causes in September 1712 reduced Anne to tears; she blamed their estrangement on the Marlboroughs. The elder brother of Archduke Charles, Emperor Joseph I, died in April 1711 and Charles succeeded him in Austria, Hungary and the Holy Roman Empire. To also give him the Spanish throne was no longer in Britain's interests, but the proposed Peace of Utrecht submitted to Parliament for ratification did not go as far as the Whigs wanted to curb Bourbon ambitions. In the House of Commons, the Tory majority was unassailable, but the same was not true in the House of Lords. The Whigs secured the support of the Earl of Nottingham against the treaty by promising to support his Occasional Conformity bill. Seeing a need for decisive action to erase the anti-peace majority in the House of Lords, and seeing no alternative, Anne reluctantly created twelve new peers, even though such a mass creation of peers was unprecedented. Abigail's husband, Samuel Masham, was made a baron, although Anne protested to Harley that she "never had any design to make a great lady of [Abigail], and should lose a useful servant". On the same day, Marlborough was dismissed as commander of the army. The peace treaty was ratified and Britain's military involvement in the War of the Spanish Succession ended. By signing the Treaty of Utrecht, King Louis XIV of France recognised the Hanoverian succession in Britain. Nevertheless, gossip that Anne and her ministers favoured the succession of her half-brother rather than the Hanoverians continued, despite Anne's denials in public and in private. The rumours were fed by her consistent refusals to permit any of the Hanoverians to visit or move to England, and by the intrigues of Harley and the Tory Secretary of State Lord Bolingbroke, who were in separate and secret discussions with her half-brother about a possible Stuart restoration until early 1714. ### Death Anne was unable to walk between January and July 1713. At Christmas, she was feverish, and lay unconscious for hours, which led to rumours of her impending death. She recovered, but was seriously ill again in March. By July, Anne had lost confidence in Harley; his secretary recorded that Anne told the cabinet "that he neglected all business; that he was seldom to be understood; that when he did explain himself, she could not depend upon the truth of what he said; that he never came to her at the time she appointed; that he often came drunk; [and] last, to crown all, he behaved himself towards her with ill manner, indecency and disrespect." On 27 July 1714, during Parliament's summer recess, she dismissed Harley as Lord Treasurer. Despite failing health, which her doctors blamed on the emotional strain of matters of state, she attended two late-night cabinet meetings that failed to determine Harley's successor. A third meeting was cancelled when she became too ill to attend. She was rendered unable to speak by a stroke on 30 July 1714, the anniversary of Gloucester's death, and on the advice of the Privy Council handed the treasurer's staff of office to Whig grandee Charles Talbot, 1st Duke of Shrewsbury. Anne died around 7:30 a.m. on 1 August 1714. John Arbuthnot, one of her doctors, thought her death was a release from a life of ill-health and tragedy; he wrote to Jonathan Swift, "I believe sleep was never more welcome to a weary traveller than death was to her." She was buried beside her husband and children in the Henry VII Chapel on the South Aisle of Westminster Abbey on 24 August. ### Succession The Electress Sophia had died on 28 May, two months before Anne, so the Electress's son, George, Elector of Hanover, succeeded pursuant to the Act of Settlement 1701. The possible Catholic claimants, including Anne's half-brother, James Francis Edward Stuart, were ignored. The Elector's accession was relatively stable: a Jacobite rising in 1715 failed. Marlborough was reinstated, and the Tory ministers were replaced by Whigs. ## Legacy The Duchess of Marlborough "unduly disparaged" Anne in her memoirs, and her prejudiced recollections persuaded many early biographers that Anne was "a weak, irresolute woman beset by bedchamber quarrels and deciding high policy on the basis of personalities". The Duchess wrote of Anne: > She certainly meant well and was not a fool, but nobody can maintain that she was wise, nor entertaining in conversation. She was ignorant in everything but what the parsons had taught her when a child ... Being very ignorant, very fearful, with very little judgement, it is easy to be seen she might mean well, being surrounded with so many artful people, who at last compassed their designs to her dishonour. Historians have since viewed Anne more favourably. In his biography of 1980, Edward Gregg presents the Queen as a woman of invincible stubbornness, who was the central figure of her age. Gregg's argument depicts her reign as: > a period of significant progress for the country: Britain became a major military power on land, the union of England and Scotland created a united kingdom of Great Britain, and the economic and political base for the golden age of the 18th century was established. However, the Queen herself has received little credit for these achievements and has long been depicted as a weak and ineffectual monarch, dominated by her advisers. In the opinion of modern historians, traditional assessments of Anne as fat, constantly pregnant, under the influence of favourites, and lacking political astuteness or interest may derive from sexist prejudices against women. Author David Green noted, "Hers was not, as used to be supposed, petticoat government. She had considerable power; yet time and time again she had to capitulate." Gregg concluded that Anne was often able to impose her will, even though, as a woman in an age of male dominance and preoccupied by her health, her reign was marked by an increase in the influence of ministers and a decrease in the influence of the Crown. She attended more cabinet meetings than any of her predecessors or successors, and presided over an age of artistic, literary, scientific, economic and political advancement that was made possible by the stability and prosperity of her reign. In architecture, Sir John Vanbrugh constructed Blenheim Palace and Castle Howard. Queen Anne-style architecture and Queen Anne-style furniture were named after her. Writers such as Daniel Defoe, Alexander Pope, and Jonathan Swift flourished. Henry Wise laid out new gardens at Blenheim, Kensington, Windsor and St James's. The union of England and Scotland, which Anne had fervently supported, created Europe's largest free trade area. The political and diplomatic achievements of Anne's governments, and the absence of constitutional conflict between monarch and parliament during her reign, indicate that she chose ministers and exercised her prerogatives wisely. ## Titles, styles, honours and arms ### Titles and styles - 6 February 1665 – 28 July 1683: Her Highness The Lady Anne - 28 July 1683 – 8 March 1702: Her Royal Highness The Princess Anne of Denmark - 8 March 1702 – 1 August 1714: Her Majesty The Queen The official style of Anne before 1707 was "Anne, by the Grace of God, Queen of England, Scotland, France and Ireland, Defender of the Faith, etc." After the union, her style was "Anne, by the Grace of God, Queen of Great Britain, France and Ireland, Defender of the Faith, etc." In line with other monarchs of England between 1340 and 1800, Anne was styled "Queen of France", but did not actually reign in France. ### Arms As queen regnant, Anne's coat of arms before the union were the Stuart royal arms, in use since 1603: Quarterly; I and IV grandquarterly, Azure three fleurs-de-lis Or (for France) and Gules three lions passant guardant in pale Or (for England); II, Or, a lion rampant within a double tressure flory-counter-flory Gules (for Scotland); III, Azure, a harp Or stringed Argent (for Ireland). In 1702, Anne adopted the motto semper eadem ("always the same"), the same motto used by Queen Elizabeth I. The Acts of Union declared that: "the Ensigns Armorial of the said United Kingdom be such as Her Majesty shall appoint". In 1707, the union was heraldically expressed by the impalement, or placing side by side in the same quarter, of the arms of England and Scotland, which had previously been in different quarters. The new arms were: Quarterly; I and IV, Gules three lions passant guardant in pale Or (for England) impaling Or a lion rampant within a double tressure flory-counter-flory Gules (for Scotland); II, Azure, three fleurs-de-lis Or (for France); III, Azure, a harp Or stringed Argent (for Ireland). In Scotland, a separate form of arms was used on seals until the Act of Union. ## Pregnancies and issue Anne had seventeen pregnancies, of which five were live births. None of her children survived to adulthood. ## Genealogical table ## See also - Early-18th-century Whig plots - Queen Anne's Bounty, 1704 financial scheme in support of poorer clergy - Queen Anne's Revenge, 18th-century pirate ship
28,580
Springbok
1,170,495,626
Antelope of southwest and south Africa
[ "Antelopes of Sub-Saharan Africa", "Antilopini", "Extant Pleistocene first appearances", "Mammals described in 1780", "Mammals of Southern Africa", "National symbols of South Africa", "Taxa named by Eberhard August Wilhelm von Zimmermann" ]
The springbok or springbuck (Antidorcas marsupialis) is a medium-sized antelope found mainly in south and southwest Africa. The sole member of the genus Antidorcas, this bovid was first described by the German zoologist Eberhard August Wilhelm von Zimmermann in 1780. Three subspecies are identified. A slender, long-legged antelope, the springbok reaches 71 to 86 cm (28 to 34 in) at the shoulder and weighs between 27 and 42 kg (60 and 93 lb). Both sexes have a pair of black, 35-to-50 cm (14-to-20 in) long horns that curve backwards. The springbok is characterised by a white face, a dark stripe running from the eyes to the mouth, a light-brown coat marked by a reddish-brown stripe that runs from the upper fore leg to the buttocks across the flanks like the Thomson's gazelle, and a white rump flap. Active mainly at dawn and dusk, springbok form harems (mixed-sex herds). In earlier times, springbok of the Kalahari desert and Karoo migrated in large numbers across the countryside, a practice known as trekbokking. A feature, peculiar but not unique, to the springbok is pronking, in which the springbok performs multiple leaps into the air, up to 2 m (6.6 ft) above the ground, in a stiff-legged posture, with the back bowed and the white flap lifted. Primarily a browser, the springbok feeds on shrubs and succulents; this antelope can live without drinking water for years, meeting its requirements through eating succulent vegetation. Breeding takes place year-round, and peaks in the rainy season, when forage is most abundant. A single calf is born after a five- to six-month-long pregnancy; weaning occurs at nearly six months of age, and the calf leaves its mother a few months later. Springbok inhabit the dry areas of south and southwestern Africa. The International Union for Conservation of Nature and Natural Resources classifies the springbok as a least concern species. No major threats to the long-term survival of the species are known; the springbok, in fact, is one of the few antelope species considered to have an expanding population. They are popular game animals, and are valued for their meat and skin. The springbok is the national animal of South Africa. ## Etymology The common name "springbok", first recorded in 1775, comes from the Afrikaans words spring ("jump") and bok ("antelope" or "goat"). The scientific name of the springbok is Antidorcas marsupialis. Anti is Greek for "opposite", and dorcas for "gazelle" – identifying the animal as not a gazelle. The specific epithet marsupialis comes from the Latin marsupium ("pocket"), and refers to a pocket-like skin flap which extends along the midline of the back from the tail, which distinguishes the springbok from true gazelles. ## Taxonomy and evolution The springbok, in the family Bovidae, was first described by the German zoologist Eberhard August Wilhelm von Zimmermann in 1780, who assigned the genus Antilope (blackbuck) to the springbok. In 1845, Swedish zoologist Carl Jakob Sundevall placed the springbok as the sole living member of the genus Antidorcas. ### Subspecies Three subspecies of Antidorcas marsupialis are recognised: - A. m. angolensis (Blaine, 1922) – Occurs in Benguela and Moçâmedes (southwestern Angola). - A. m. hofmeyri (Thomas, 1926) – Occurs in Berseba and Great Namaqualand (southwestern Africa). Its range lies north of the Orange River, stretching from Upington and Sandfontein through Botswana to Namibia. - A. m. marsupialis (Zimmermann, 1780) – Its range lies south of the Orange River, extending from the northeastern Cape of Good Hope to the Free State and Kimberley. ### Evolution Fossil springbok are known from the Pliocene; the antelope appears to have evolved about three million years ago from a gazelle-like ancestor. Three fossil species of Antidorcas have been identified, in addition to the extant form, and appear to have been widespread across Africa. Two of these, A. bondi and A. australis, became extinct around 7,000 years ago (early Holocene). The third species, A. recki, probably gave rise to the extant form A. marsupialis during the Pleistocene, about 100,000 years ago. Fossils have been reported from Pliocene, Pleistocene, and Holocene sites in northern, southern, and eastern Africa. Fossils dating back to 80 and 100 thousand years ago have been excavated at Herolds Bay Cave (Western Cape Province, South Africa) and Florisbad (Free State), respectively. ## Description The springbok is a slender antelope with long legs and neck. Both sexes reach 71–86 cm (28–34 in) at the shoulder with a head-and-body length typically between 120 and 150 cm (47 and 59 in). The weights for both sexes range between 27 and 42 kg (60 and 93 lb). The tail, 14 to 28 cm (5.5 to 11.0 in) long, ends in a short, black tuft. Major differences in the size and weight of the subspecies are seen. A study tabulated average body measurements for the three subspecies. A. m. angolensis males stand 84 cm (33 in) tall at the shoulder, while females are 81 cm (32 in) tall. The males weigh around 31 kg (68 lb), while the females weigh 32 kg (71 lb). A. m. hofmeyri is the largest subspecies; males are nearly 86 cm (34 in) tall, and the notably shorter females are 71 cm (28 in) tall. The males, weighing 42 kg (93 lb), are heavier than females, that weigh 35 kg (77 lb). However, A. m. marsupialis is the smallest subspecies; males are 75 cm (30 in) tall and females 72 cm (28 in) tall. Average weight of males is 31 kg (68 lb), while for females it is 27 kg (60 lb). Another study showed a strong correlation between the availability of winter dietary protein and the body mass. Dark stripes extend across the white face, from the corner of the eyes to the mouth. A dark patch marks the forehead. In juveniles, the stripes and the patch are light brown. The ears, narrow and pointed, measure 15–19 cm (5.9–7.5 in). Typically light brown, the springbok has a dark reddish-brown band running horizontally from the upper foreleg to the edge of the buttocks, separating the dark back from the white underbelly. The tail (except the terminal black tuft), buttocks, the insides of the legs and the rump are all white. Two other varieties – pure black and pure white forms – are artificially selected in some South African ranches. Though born with a deep black sheen, adult black springbok are two shades of chocolate-brown and develop a white marking on the face as they mature. White springbok, as the name suggests, are predominantly white with a light tan stripe on the flanks. The three subspecies also differ in their colour. A. m. angolensis has a brown to tawny coat, with thick, dark brown stripes on the face extending two-thirds down to the snout. While the lateral stripe is nearly black, the stripe on the rump is dark brown. The medium brown forehead patch extends to eye level and is separated from the bright white face by a dark brown border. A brown spot is seen on the nose. A. m. hofmeyri is a light fawn, with thin, dark brown face stripes. The stripes on the flanks are dark brown to black, and the posterior stripes are moderately brown. The forehead patch, dark brown or fawn, extends beyond the level of the eyes and mixes with the white of the face without any clear barriers. The nose may have a pale smudge. A. m. marsupialis is a rich chestnut brown, with thin, light face stripes. The stripe near the rump is well-marked, and that on the flanks is deep brown. The forehead is brown, fawn, or white, the patch not extending beyond the eyes and having no sharp boundaries. The nose is white or marked with brown. The skin along the middle of the dorsal side is folded in, and covered with 15 to 20 cm (5.9 to 7.9 in) white hair erected by arrector pili muscles (located between hair follicles). This white hair is almost fully concealed by the surrounding brown hairs until the fold opens up, and this is a major feature distinguishing this antelope from gazelles. Springbok differ from gazelles in several other ways; for instance, springbok have two premolars on both sides of either jaw, rather than the three observed in gazelles. This gives a total of 28 teeth in the springbok, rather than 32 of gazelles. Other points of difference include a longer, broader, and rigid bridge to the nose and more muscular cheeks in springbok, and differences in the structure of the horns. Both sexes have black horns, about 35–50 cm (14–20 in) long, that are straight at the base and then curve backward. In A. m. marsupialis, females have thinner horns than males; the horns of females are only 60 to 70% as long as those of males. Horns have a girth of 71–83 mm (2.8–3.3 in) at the base; this thins to 56–65 mm (2.2–2.6 in) towards the tip. In the other two subspecies, horns of both sexes are nearly similar. The spoor, narrow and sharp, is 5.5 cm (2.2 in) long. ## Ecology and behaviour Springbok are mainly active around dawn and dusk. Activity is influenced by weather; springbok can feed at night in hot weather, and at midday in colder months. They rest in the shade of trees or bushes, and often bed down in the open when weather is cooler. The social structure of the springbok is similar to that of Thomson's gazelle. Mixed-sex herds or harems have a roughly 3:1 sex ratio; bachelor individuals are also observed. In the mating season, males generally form herds and wander in search of mates. Females live with their offspring in herds, that very rarely include dominant males. Territorial males round up female herds that enter their territories and keep out the bachelors; mothers and juveniles may gather in nursery herds separate from harem and bachelor herds. After weaning, female juveniles stay with their mothers until the birth of their next calves, while males join bachelor groups. A study of vigilance behaviour of herds revealed that individuals on the borders of herds tend to be more cautious, and vigilance decreases with group size. Group size and distance from roads and bushes were found to have major influence on vigilance, more among the grazing springbok than among their browsing counterparts. Adults were found to be more vigilant than juveniles, and males more vigilant than females. Springbok passing through bushes tend to be more vulnerable to predator attacks as they can not be easily alerted, and predators usually conceal themselves in bushes. Another study calculated that the time spent in vigilance by springbok on the edges of herds is roughly double that spent by those in the centre and the open. Springbok were found to be more cautious in the late morning than at dawn or in the afternoon, and more at night than in the daytime. Rates and methods of vigilance were found to vary with the aim of lowering risk from predators. During the rut, males establish territories, ranging from 10 to 70 hectares (25 to 173 acres), which they mark by urinating and depositing large piles of dung. Males in neighbouring territories frequently fight for access to females, which they do by twisting and levering at each other with their horns, interspersed with stabbing attacks. Females roam the territories of different males. Outside of the rut, mixed-sex herds can range from as few as three to as many as 180 individuals, while all-male bachelor herds are of typically no more than 50 individuals. Harem and nursery herds are much smaller, typically including no more than 10 individuals. In earlier times, when large populations of springbok roamed the Kalahari desert and Karoo, millions of migrating springbok formed herds hundreds of kilometres long that could take several days to pass a town. These mass treks, known as trekbokking in Afrikaans, took place during long periods of drought. Herds could efficiently retrace their paths to their territories after long migrations. Trekbokking is still observed occasionally in Botswana, though on a much smaller scale than earlier. Springbok often go into bouts of repeated high leaps of up to 2 m (6 ft 7 in) into the air – a practice known as pronking (derived from the Afrikaans pronk, "to show off") or stotting. In pronking, the springbok performs multiple leaps into the air in a stiff-legged posture, with the back bowed and the white flap lifted. When the male shows off his strength to attract a mate, or to ward off predators, he starts off in a stiff-legged trot, leaping into the air with an arched back every few paces and lifting the flap along his back. Lifting the flap causes the long white hairs under the tail to stand up in a conspicuous fan shape, which in turn emits a strong scent of sweat. Although the exact cause of this behaviour is unknown, springbok exhibit this activity when they are nervous or otherwise excited. The most accepted theory for pronking is that it is a method to raise alarm against a potential predator or confuse it, or to get a better view of a concealed predator; it may also be used for display. Springbok are very fast antelopes, clocked at 88 km/h (55 mph). They generally tend to be ignored by carnivores unless they are breeding. Cheetahs, lions, leopards, spotted hyenas, wild dogs, caracals, crocodiles and pythons are major predators of the springbok. Southern African wildcats, black-backed jackals, Verreaux's Eagles, martial eagles, and tawny eagles target juveniles. Springbok are generally quiet animals, though they may make occasional low-pitched bellows as a greeting and high-pitched snorts when alarmed. ### Parasites A 2012 study on the effects of rainfall patterns and parasite infections on the body of the springbok in Etosha National Park observed that males and juveniles were in better health toward the end of the rainy season. Health of females was more affected by parasites than by rainfall; parasite count in females peaked prior to and immediately after parturition. Studies show that springbok host helminths (Haemonchus, Longistrongylus and Trichostrongylus), ixodid ticks (Rhipicephalus species), lice (Damalinia and Linognathus species). Eimeria species mainly affect juveniles. ### Diet Springbok are primarily browsers and may switch to grazing occasionally; they feed on shrubs and young succulents (such as Lampranthus species) before they lignify. They prefer grasses such as Themeda triandra. Springbok can meet their water needs from the food they eat, and are able to survive without drinking water through dry season. In extreme cases, they do not drink any water over the course of their lives. Springbok may accomplish this by selecting flowers, seeds, and leaves of shrubs before dawn, when the food items are most succulent. In places such as Etosha National Park, springbok seek out water bodies where they are available. Springbok gather in the wet season and disperse during the dry season, unlike other African mammals. ### Reproduction Springbok mate year-round, though females are more likely to enter oestrus during the rainy season, when food is more plentiful. Females are able to conceive at as early as six to seven months, whereas males do not attain sexual maturity until two years; rut lasts 5 to 21 days. When a female approaches a rutting male, the male holds his head and tail at level with the ground, lowers his horns, and makes a loud grunting noise to attract her. The male then urinates and sniffs the female's perineum. If the female is receptive, she urinates, as well, and the male makes a flehmen gesture, and taps his leg till the female leaves or permits him to mate. Copulation consists of a single pelvic thrust. Gestation lasts five to six months, after which a single calf (or rarely twins) is born. Most births take place in the spring (October to November), prior to the onset of the rainy season. The infant weighs 3.8 to 5 kg (8.4 to 11.0 lb). The female keeps her calf hidden in cover while she is away. Mother and calf rejoin the herd about three to four weeks after parturition; the young are weaned at five or six months. When the mother gives birth again, the previous offspring, now 6 to 12 months old, deserts her to join herds of adult springbok. Thus, a female can calve twice a year, and even thrice if one calf dies. Springbok live for up to 10 years in the wild. ## Distribution and habitat Springbok inhabit the dry areas of south and southwestern Africa. Their range extends from northwestern South Africa through the Kalahari desert into Namibia and Botswana. The Transvaal marks the eastern limit of the range, from where it extends westward to the Atlantic and northward to southern Angola and Botswana. In Botswana, they mostly occur in the Kalahari desert in the southwestern and central parts of the country. They are widespread across Namibia and the vast grasslands of the Free State and the shrublands of Karoo in South Africa; however, they are confined to the Namib Desert in Angola. The historic range of the springbok stretched across the dry grasslands, bushlands, and shrublands of south-western and southern Africa; springbok migrated sporadically in southern parts of the range. These migrations are rarely seen nowadays, but seasonal congregations can still be observed in preferred areas of short vegetation, such as the Kalahari desert. ## Threats and conservation The springbok has been classified as least concern on the IUCN Red List. No major threats to the long-term survival of the species are known. The springbok is one of the few antelope species with a positive population trend. Springbok occur in several protected areas across their range: Makgadikgadi and Nxai National Park (Botswana); Kgalagadi Transfrontier Park between Botswana and South Africa; Etosha National Park and Namib-Naukluft Park (Namibia); Mokala and Karoo National Parks and a number of provincial reserves in South Africa. In 1999, Rod East of the IUCN SSC Antelope Specialist Group estimated the springbok population in South Africa at more than 670,000, noting that it might be an underestimate. However, estimates for Namibia, Angola, Botswana, Transvaal, Karoo, and the Free State (which gave a total population estimate of nearly 2,000,000 – 2,500,000 animals in southern Africa), were in complete disagreement with East's estimate. Springbok are under active management in several private lands. Small populations have been introduced into private lands and provincial areas of KwaZulu-Natal. ## Relationship with humans Springbok are hunted as game throughout Namibia, Botswana, and South Africa because of their attractive coats; they are common hunting targets due to their large numbers and the ease with which they can be supported on farmlands. The export of springbok skins, mainly from Namibia and South Africa, is a booming industry; these skins serve as taxidermy models. The meat is a prized fare, and is readily available in South African supermarkets. As of 2011, the springbok, the gemsbok, and the greater kudu collectively account for around two-thirds of the game meat production from Namibian farmlands; nearly 90 tonnes (89 long tons; 99 short tons) of the springbok meat is exported as mechanically deboned meat to overseas markets. The latissimus dorsi muscle of the springbok comprises 1.1–1.3% ash, 1.3–3.5% fat, 72–75% moisture and 18–22% protein. Stearic acid is the main fatty acid, accounting for 24–27% of the fatty acids. The cholesterol content varies from 54.5 to 59.0 milligrams (0.841 to 0.911 gr) per 100 grams (3.5 oz) of meat. The pH of the meat increases if the springbok is under stress or cropping is done improperly; consequently, the quality deteriorates and the colour darkens. The meat might be adversely affected if the animal is killed by shooting. The meat may be consumed raw or used in prepared dishes. Biltong can be prepared by preserving the raw meat with vinegar, spices, and table salt, without fermentation, followed by drying. Springbok meat may also be used in preparing salami; a study found that the flavour of this salami is better than mutton salami, and feels oilier than salami of beef, horse meat, or mutton. The springbok has been a national symbol of South Africa since the white minority rule in the 20th century. It was adopted as a nickname or mascot by several South African sports teams, most famously by the national rugby union team. Also, the winged springbok served as the logo of South African Airways from 1934 to 1997. The springbok is the national animal of South Africa. Even after the decline of apartheid, Nelson Mandela intervened to keep the name of the animal for the reconciliation of rugby fans, the majority of whom were whites. The springbok is featured on the reverse of the South African Krugerrand coin. The cap badge of The Royal Canadian Dragoons has featured a springbok since 1913, a reference to the unit's involvement in the Second Boer War.
275,896
Canada lynx
1,172,423,561
Medium-sized wild cat
[ "Arctic land animals", "ESA threatened species", "Ecological experiments", "Fauna of New England", "Fauna of the Great Lakes region (North America)", "Fauna of the Plains-Midwest (United States)", "Fauna of the Rocky Mountains", "Fauna of the Western United States", "Felids of North America", "Lynx", "Mammals described in 1792", "Mammals of Canada", "Mammals of the United States", "Taxa named by Robert Kerr (writer)" ]
The Canada lynx (Lynx canadensis), or Canadian lynx, is a medium-sized North American lynx that ranges across Alaska, Canada, and northern areas of the contiguous United States. It is characterized by its long, dense fur, triangular ears with black tufts at the tips, and broad, snowshoe-like paws. Its hindlimbs are longer than the forelimbs, so its back slopes downward to the front. The Canada lynx stands 48–56 cm (19–22 in) tall at the shoulder and weighs between 5 and 17 kg (11 and 37 lb). The lynx is a good swimmer and an agile climber. The Canada lynx was first described by Robert Kerr in 1792. Three subspecies have been proposed, but their validity is doubted; it is mostly considered a monotypic species. A specialist predator, the Canada lynx depends heavily on the snowshoe hare (Lepus americanus) for food. This leads to a prey-predator cycle, as Canada lynxes respond to the cyclic rises and falls in snowshoe hare populations over the years in Alaska and central Canada. The Canada lynx population increases with an increasing hare population; if the hare population decreases in a given area, it moves to areas with more hares and has fewer offspring. The Canada lynx hunts mainly around twilight, or at night, when snowshoe hares tend to be active. The lynx waits for the hare on specific trails or in "ambush beds", then pounces on it and kills it by a bite on its head, throat or the nape of its neck. Individuals, particularly of the same sex, tend to avoid each other, forming "intrasexual" territories. The mating season is roughly a month long (from March to early April). After a gestation of two to three months, a litter of one to eight kittens is born. Offspring are weaned at 12 weeks. This lynx occurs predominantly in dense boreal forests, and its range strongly coincides with that of the snowshoe hare. Given its abundance throughout the range and lack of severe threats, the Canada lynx has been listed as Least Concern on the IUCN Red List. This lynx is regularly trapped for the international fur trade in most of Alaska and Canada but is protected in the southern half of its range due to threats such as habitat loss. ## Taxonomy The scientific name Felis lynx canadensis was proposed by Robert Kerr in 1792 who described a lynx from Canada. In the 19th and early 20th centuries, several lynx zoological specimens were described: - Lynx subsolanus was proposed by Outram Bangs in 1897 for a lynx skin and skull collected near Codroy, Newfoundland. - Lynx canadensis mollipilosus was proposed by Witmer Stone in 1900 who described a skull and a dark brown skin of a male lynx killed near Wainwright, Alaska. The placement of the Canada lynx in the genus Lynx was supported by Gerrit Miller in 1912. Until as late as the early 2000s, scientists were divided over whether Lynx should be considered a subgenus of Felis, or a subfamily itself; some even doubted if the Canada lynx should be considered a species on its own. It was recognized by Wallace Christopher Wozencraft in 2005 as a valid Lynx species along with the bobcat (L. rufus), the Eurasian lynx (L. lynx) and the Iberian lynx (L. pardinus). Wozencraft recognized three subspecies of the Canada lynx: - L. c. canadensis in Canadian mainland - L. c. subsolanus in Newfoundland - L. c. mollipilosus in Alaska The validity of the subspecific status of the Newfoundland lynx was questioned in 1975, as results of a study of coat colour, cranial measurements and weights of Canada lynx specimens showed that the standard measurements are not significantly distinct, apart from a few variations like the Newfoundland lynx's darker coat. In 2017, the Cat Specialist Group considered the Canada lynx a monotypic species, since it shows little morphological or genetic differences. The lynx population on Newfoundland is thought to have genetically diverged from the mainland Canada lynx around 20,000 to 33,000 years ago following the Last Glacial Period. ## Evolution According to a 2006 phylogenetic study, the ancestor of five extant felid lineages—Lynx, Leopardus, Puma, Felis and Prionailurus plus Otocolobus—arrived in North America after crossing the Bering Strait (mya). Lynx diverged from the Puma, Felis and Prionailurus plus Otocolobus lineages around 2.53–4.74 mya. The Issoire lynx (L. issiodorensis), believed to be the ancestor of the four modern Lynx species, probably originated in Africa 4 mya and occurred in Europe and northern Asia until it fell to extinction around 1 mya. The populations of the Eurasian lynx that reached North America 2.6 mya are believed to have initially settled in the southern half of the continent, as the northern part was covered by glaciers. The southern populations gradually evolved into the modern bobcat. Later, when the continent was invaded by the Eurasian lynx for a second time within the last 200,000 years, the populations that settled in the northern part of the continent, now devoid of glaciers, evolved into the Canada lynx. In his 1981 paper, Swedish paleontologist Lars Werdelin noted that the Canada lynx does not appear to have changed much since its first appearance. Canada lynx fossils excavated in North America date back to the Sangamonian and the Wisconsin Glacial Episode. The 2006 study gave the phylogenetic relationships of the Canada lynx as follows: ## Characteristics The Canada lynx is a lean, medium-sized cat characterized by its long, dense fur, triangular ears with black tufts at the tips, and broad, snowshoe-like paws. Like the bobcat, the hindlimbs are longer than the forelimbs, so the back slopes downward to the front. The Canada lynx is sexually dimorphic, with males larger and heavier than females. The lynx is between 73 and 107 cm (29 and 42 in) in total length and stands 48–56 cm (19–22 in) tall at the shoulder; females weigh around 5–12 kg (11–26 lb) while males around 6–17 kg (13–37 lb), though an exceptional male in Pennsylvania weighed 20 kg (44 lb). Physical proportions do not vary significantly across the range and are probably naturally selected to allow for survival on smaller prey. The stubby tail is 5–13 cm (2.0–5.1 in) long and has a completely black tip. Skeletal muscles make up 56.5 % of the Canada lynx's body weight. The long, thick fur, uniformly coloured with little to no markings except on the underside, insulates the lynx in its frosty habitat. The fur is typically yellowish brown, though in Newfoundland it can vary from brown or buff-grey in spring and summer to a greyish shade with a grizzled appearance in winter; the underparts are white and may have a few dark spots. An individual from Alaska was reported to have bluish-grey fur. The fur is generally shorter in summer than in winter. The backs of the ears are brown with a silvery-grey spot at the centre. Black tufts around 4 cm (1.6 in) in length emerge from the tips of the ears, which are lined with black fur. In winter, the hair on the lower cheek becomes longer, giving the impression of a ruffle covering the throat. There are four nipples. The claws are sharp and fully retractile. The large, broad paws are covered in long, thick fur and can spread as wide as 10 cm (3.9 in) to move quickly and easily on soft snow. Its paws can support almost twice as much weight as a bobcat's before sinking. Both species walk with the back foot typically following the front foot and often do not follow a straight line. The lynx's stride is 300–460 mm (12–18 in), while the bobcat's varies between 130 and 410 mm (5 and 16 in). Canada lynx tracks are generally larger than those of the bobcat; thicker fur may make the toe pads appear less prominent in the snow. In dirt the tracks of the lynx are 76–95 mm (3–3.75 in) long and 89–114 mm (3.5–4.5 in) wide, whereas in snow they are bigger (110 mm (4.5 in) long and 130 mm (5 in) wide). The warm coat, wide paws and long legs serve as adaptations for the lynx to navigate and hunt efficiently in snow. The Canada lynx has 28 teeth. The dental formula is . The deciduous dentition is , as the young do not have molars. The four long canines are used for puncturing and gripping. The lynx can feel where it is biting the prey with its canines because they are heavily laced with nerves. It also has four carnassial teeth that cut the meat into small pieces. To use its carnassials, the lynx must chew the meat with its head to its side. There are large spaces between the four canines and the rest of the teeth, and the second upper premolars are absent, to ensure the bite goes as deeply as possible into the prey. The Canada lynx can be told apart from the bobcat by its longer ear tufts, broader paws, shorter tail with a fully black tip, longer legs and the fewer markings and greyer shade of the coat. The bobcat is generally smaller than the Canada lynx, but in areas where they are sympatric the bobcat tends to be larger and may still be confused with the Canada lynx. ## Distribution and habitat The Canada lynx occurs predominantly in the dense boreal forest of Canada, and its range strongly coincides with that of the snowshoe hare. In the past, the lynx occurred in the northern United States in 24 states, possibly southward to the Rocky Mountains in New Mexico and northward to the tree line in the Arctic through coniferous forests in Alaska and Canada. The lynx continues to occur in its former range in most of Alaska and Canada. In the United States, the Canada lynx occurs in the Blue Mountains and the Cascade Range in the Pacific Northwest, the Rocky Mountains, the northern Great Lakes region (in Minnesota and Michigan's Upper Peninsula) and northern New England (in New Hampshire, Maine and Vermont). The lynx was successfully reintroduced in Colorado starting in 1999, after being extirpated from the state in the 1970s. Canada lynxes generally avoid open areas despite good prey availability; they face difficulty surviving in heavily logged areas and on agricultural land, though they can thrive well in deforested areas that have been left to regenerate at least fifteen years. Canada lynxes have been recorded up to an elevation of 4,310 m (14,140 ft). It is considered extirpated in New York, Pennsylvania, Massachusetts, Nevada, Indiana, and Ohio. A Canada lynx was shot near Newton Abbot in the United Kingdom in 1903 after it attacked two dogs. The animal remained unidentified at the time and was preserved by Bristol Museum and Art Gallery and was finally identified in a 2014 study. The researchers concluded it had probably been captive for some time, perhaps as an exotic pet or part of a travelling menagerie, but may have survived for a substantial period after escaping. They considered it "the earliest recorded example of an exotic cat on the loose in the UK". ## Ecology and behaviour The Canada lynx tends to be nocturnal like its primary prey, the snowshoe hare. Nevertheless, activity may be observed during daytime. The lynx can cover 8–9 km (5.0–5.6 mi) daily, moving at 0.75–1.46 km/h (0.47–0.91 mph), to procure prey. These lynxes are good swimmers; one account records a Canada lynx swimming 3.2 km (2 mi) across the Yukon River. Canada lynxes are efficient climbers, and will dodge predators by climbing high up in trees, but they hunt only on the ground. These lynxes are primarily solitary, with minimal social interaction except for the bond between mothers and female offspring, and the temporary association between individuals of opposite sexes during the mating season. Individuals of the same sex particularly tend to avoid each other, forming "intrasexual" territories—a social structure similar to that of bears, bobcats, cougars and mustelids. Intraspecific aggression and consequent cannibalism are rare, but may be more common when food is scarce. ### Home ranges Canada lynxes establish home ranges that vary widely in size, depending upon the method of measurement. The two common methods are examining the tracks of the lynx in snow (snow-tracking) and radio telemetry; snow-tracking generally gives smaller sizes for home ranges. Studies based on snow-tracking have estimated home range sizes of 11.1–49.5 km<sup>2</sup> (4.3–19.1 sq mi), while those based on radio telemetry have given the area between 8 and 783 km<sup>2</sup> (3.1 and 302.3 sq mi). Like other cats, Canada lynxes scent-mark their ranges by spraying urine and depositing feces on snow or tree stumps and other prominent sites in and around their range. Factors such as the availability of prey (primarily snowshoe hare), the density of the lynxes and the topography of the habitat determine the shape and size of the home range. Studies have tried to correlate the abundance of snowshoe hares in an area with the sizes of lynxes' home ranges in that area. A 1985 study showed that the mean size of home ranges trebled—from 13.2 to 39.2 km<sup>2</sup> (5.1 to 15.1 sq mi)—when the density of hares fell from 14.7 to 1/ha (5.95 to 0.40/acre). However, a few other studies have reported different responses from Canada lynxes at times of prey scarcity; some lynxes do not show any changes in their ranges, while others may resort to hunting in small areas, occupying small home ranges. Canada lynxes generally do not leave their home ranges frequently, though limited prey availability can force them to disperse or expand their ranges. Males tend to occupy larger ranges than do females; for instance, data from a 1980 radio telemetric analysis in Minnesota showed that males' home ranges spread over 145–243 km<sup>2</sup> (56–94 sq mi), while those of females covered 51–122 km<sup>2</sup> (20–47 sq mi). In a study in the southern Northwest Territories, ranges of individuals of opposite sexes were found to overlap extensively, while the ranges of individuals of the same sex hardly coincided. The study suggested that individuals do not show any significant tendency to avoid or mingle with one another, and thus only passively defend their ranges. Female home ranges contract in size when the females have offspring to take care of and expand to their original size at the time of weaning. Canada lynxes at the periphery of a population, given their smaller numbers and susceptibility to separation from the central population by natural barriers (such as rivers), might face more difficulty in breeding with lynxes towards the centre of the population and hence show lower genetic variability. However, Canada lynxes are known to disperse over large distances, often thousands of kilometres, which might increase genetic variability in widely separated populations. They typically move within areas where prey availability and the features of the snow (such as the hardness and the extent to which their paws sink into the snow) are more or less similar; individuals may disperse over smaller areas in areas of soft snow. ### Diet and hunting The Canada lynx preys primarily on the snowshoe hare. These hares comprise 35–97% of their diet; the proportion varies by the season and the abundance of hares. However, at times when the hare's numbers drop, Canada lynxes will include other animals in their diet—such as ducks, grouse, moles, ptarmigan, American red squirrels, voles and young ungulates (Dall's sheep, mule deer and boreal woodland caribou)—though snowshoe hares continue to be the primary component. The Canada lynx tends to be less selective in summer and autumn, adding small mammals to their diet besides the hare. The reason behind this is unclear—it could be due to a greater abundance of alternate prey, or reduced success in hunting hares. A study in Alaska found that lynxes played a role in the decrease in populations of red fox, caribou and Dall's sheep when hares were very low in number. They have also been reported feeding occasionally on succulents, sedges and grasses. Canada lynxes ingest 0.6–1.2 kg (1.3–2.6 lb) of food daily. Canada lynxes hunt around twilight or at night, the time when snowshoe hares tend to be active. They rely on their vision and sense of hearing to locate prey. The lynx will roam or wait (in what researchers often term "ambush beds") on certain trails that snowshoe hares frequent, pounce on a hare and kill it by a bite on its head, throat or the nape of its neck. Sometimes a chase of up to several bounds may be necessary to trap the prey. The lynx is assisted by its stereoscopic vision in detecting prey and measuring distances. Staying in cover while hunting helps the lynx conserve energy in its frigid habitat by avoiding unnecessary movement. Young ungulates are given a throat bite to suffocate them to death. The lynx may eat its kill immediately or cache it in snow or leaves to eat it over the next few days. Studies suggest success in hunting hares depends heavily on the distance between the lynx and the hare when the lynx begins chasing it and their relative speeds, which in turn depends on the hunting prowess of the lynx, the alertness of the hare and the vegetation cover among other factors. Canada lynxes will occasionally hunt together, though studies differ on how this affects the success rate compared to hunting solo. These lynxes may hunt in groups when hares are scarce. Scavenging is common; they will take ungulates killed by the cold or vehicles. Apart from Canada lynxes, coyotes are also major predators of the snowshoe hare. A study showed that, compared to Canada lynxes, coyotes' feet sink deeper in the snow due to their smaller size and hence a larger body mass to foot area ratio, prompting them to ambush their prey instead of chasing it as lynxes often do. A study of those two animals in southwest Yukon showed that when the hare population increased, both killed more than necessary for subsistence; lynxes need to kill 0.4 to 0.5 hare per day to meet their energy requirements but were observed to kill 1.2 hares per day during this period. Coyotes, with a success rate of 36.9%, emerged as more successful hunters than lynxes that succeeded in 28.7% of their hunts; however, this may have resulted from the greater number of adult coyotes in the studied population. Lynxes rarely cached their kills, unlike coyotes, and this may have led to incomplete consumption of some kills. When snowshoe hare numbers declined, both predators hunted for the same time period as they did when hares were abundant, but lynxes killed more hares than they had earlier. Moreover, lynxes supplemented their diet with American red squirrels. ### Relationship with the snowshoe hare A specialist predator, the Canada lynx depends heavily on snowshoe hares for food. Snowshoe hare populations in Alaska and central Canada undergo cyclic rises and falls—at times the population densities can fall from as high as 2,300/km<sup>2</sup> (6,000/sq mi) to as low as 12/km<sup>2</sup> (31/sq mi). Consequently, a period of hare scarcity occurs every eight to 11 years. An example of a prey-predator cycle, the cyclic variations in snowshoe hare populations significantly affect the numbers of their predators—lynxes and coyotes—in the region. When the hare populations plummet, lynxes often move to areas with more hares, sometimes covering over 1,000 km (620 mi), and tend not to produce litters; as the hares' numbers increase, so does the lynx population. In northern Canada, the abundance of lynxes can be estimated from records maintained by the Hudson's Bay Company and the Canadian government since the 1730s. Lynx populations have been found to vary periodically three- to seventeen-fold. These cycles have been cited as an example of the Lotka–Volterra predator–prey equations, caused by the interplay of three major factors—food, predation and social interaction. A study involving statistical modelling of the interspecific relations of the snowshoe hare, the plant species it feeds on and its predators (including the Canada lynx) suggested that while the demographics of the lynx depend primarily on the hare, the hare's dynamics depend on both its diet and its predators, of which the Canada lynx is just one. Environmental factors such as forest fires, precipitation and snowfall might also significantly affect this prey-predator cycle. ### Reproduction The mating season is roughly a month long, from March to early April. Urine marking and mating calls are part of display behaviour and increase the interaction between individuals of opposite sexes. Females can be induced ovulators when the availability of mates is low, or spontaneous ovulators when several mates are available. Females have only a single estrus cycle; estrus lasts three to five days in captivity. Individuals have been observed making long wailing vocalizations, probably as mating calls. Before birth, the female prepares a maternal den, usually in very thick brush, and typically inside thickets of shrubs, trees or woody debris. After a gestation of two to three months, a litter of one to eight kittens is born. Lynx reproductive cycles and litter sizes have been observed to vary with prey availability; litter size would typically contract in years of snowshoe hare decline (along with high infant mortality rates), and increase when hares were abundant. Kittens weigh from 175 to 235 g (6.2 to 8.3 oz) at birth and initially have greyish buff fur with black markings. They are blind the first fourteen days and weaned at twelve weeks. Most births occur from May to July. Kittens leave the den after about five weeks and begin hunting at between seven and nine months of age. They leave the mother at around ten months, as the next breeding season begins, but they do not reach the full adult size until around two years of age. Female offspring typically settle in home ranges close to their mothers and remain in contact with them for life, while male offspring move far from their mother's range. Females reach sexual maturity at ten months but often delay breeding another year; males mature at age two or three. Canada lynxes have been reported to live sixteen years in the wild, though most do not survive ten; in captivity they may make it to twenty-seven. ### Diseases and mortality The Canada lynx is known to host several parasites including Cylicospirura felineus, Taenia species, Toxocara cati, Toxascaris leonina and Troglostrongylus wilsoni. Canada lynxes could have played a role in the transmission of the zoonotic parasite Toxoplasma gondii to the Inuit in North America. A study in 2019 identified a gammaherpesvirus species in the Canada lynx for the first time. The study discovered a novel percavirus, named LcaGHV1, in spleen samples of Canada lynxes from Maine and Newfoundland. A study identified plague as a major cause of mortality in reintroduced populations in Colorado. Fishers are known to hunt Canada lynxes occasionally in the northeastern United States; a study in northern Maine identified predation by fishers as the leading cause of Canada lynx mortality over twelve years, though it did not appear to affect population growth in the lynxes. ## Interactions with humans ### Trade Canada lynxes are trapped in specific seasons in most of Alaska and Canada; hunting seasons and quotas are set based on population data. Alberta typically leads in the production of pelts, accounting for nearly a third of Canada's total. Following a cyclic fall in populations during the mid to late 1980s, there was a sharp decline in the prices and harvest of Canada lynx furs—the average number of pelts exported from Canada and the United States fell from 35,669 in 1980–1984 to 7,360 between 1986 and 1989. Subsequently, the numbers have increased to 15,387 during 2000–2006. Average illegal trade in fur and live animals appears to be negligible on the national scale. Even without regulation, the lynx-hare cycles and the distribution of the lynx have remained unaffected over the last century. A survey of the international wildlife trade between 1980 and 2004 recorded that among all lynxes, the Canada lynx accounted for thirty percent of legal items and had little part in illegal trade. While it was unclear which lynxes were preferred in North America, bobcat and Canada lynx furs appeared to be in greater demand than those of other lynxes in Asian and European markets. ### Threats and conservation In eastern Canada the lynx is threatened by competition with the eastern coyote, whose numbers in the region have risen in the last few decades. Habitat loss is the main threat in the contiguous United States, while trapping is a relatively insignificant cause of mortality. Hybridization between Canada lynxes and bobcats has been reported in the southern periphery of the range. Hybridization between closely related species might significantly delimit the geographic range of the species, especially if they are endangered as reproductive success in females would be reduced by the birth of sterile offspring; on the other hand, fertile hybrids can compete and breed further with the parent species, potentially reducing the numbers of the parent species. Canada lynx-bobcat hybrids have shown signs of reproductive success and do not appear to pose any big threat to the parent species. The Canada lynx is abundant over its broad range and has not been significantly threatened by legal trade for centuries. Therefore, the International Union for Conservation of Nature and Natural Resources (IUCN) classifies the Canada lynx as Least Concern. However, populations are relatively lower in the southern half of the range and are protected from the fur trade. The lynx is listed as Endangered in New Brunswick and Nova Scotia. On March 24, 2000, the US Fish and Wildlife Service (USFWS) issued its Final Rule, which designated the Canada lynx a Threatened Species in 14 contiguous states. In 2005, the USFWS demarcated six major areas for revival where lynx reproduction had been reported in the past two decades: northern Maine and New Hampshire, northeastern Minnesota, northwestern Montana and northeastern Idaho, the Kettle River Range and the "Wedge area" between the Kettle and Columbia rivers of Washington, the northern Cascade Range of Washington, and the Greater Yellowstone area of Wyoming, Montana and Idaho. By 2010, after an 11-year effort, the lynx had been successfully reintroduced into Colorado. The initial introduction was in the San Juan Mountains in southwestern Colorado, but self-sustaining populations were established throughout the south-central Colorado Rockies as far north as Summit County. A 2012 study showed numbers had improved in the northeastern United States; however, a 2008 study showed lynx populations were not doing well in Washington because of habitat fragmentation. A 2017 study reported increasing numbers in many areas in the United States. In January 2018, the USFWS declared that the Canada lynx no longer needed special protections in the United States following measures to preserve their populations, and their "Threatened" status may be revoked in the future. Various techniques have been employed to study Canada lynx populations; the data collected can provide useful information on the ecology and distribution of the species and pave the way for effective conservation measures. In scent stations, the lynx is typically lured into camera-monitored areas by skunk scent (sometimes catnip) and a "flasher" such as a bird wing on a string. This technique, though systematic, might be too expensive to carry out in large areas. Other methods include radio telemetry and snow tracking. Snow tracking might be a challenge in areas lacking roads, and sometimes bobcat tracks can be mistaken for those of the Canada lynx. Hair-snaring involves collecting hairs shed by the lynx, especially when they rub against objects (such as the snow); a study showed a mixture of beaver castoreum and catnip oil can strongly induce rubbing behaviour in lynxes. This method is generally inexpensive, and chances of misidentification are low as physical evidence like hairs can be genetically analysed. Between 1989 and 1992, a reintroduction attempt into New York State was made when 80 lynx were caught in from northwestern Canada and released into the Adirondacks by the State University of New York College of Environmental Science and Forestry. Some of the released lynx dispersed into the surrounding states of Pennsylvania, New Jersey, Massachusetts, New Hampshire and the Canadian provinces of Ontario, Quebec and New Brunswick. After the attempt, Canada lynx were officially considered extirpated in New York State, but are still fully protected under state law. Nineteen individuals were killed in traffic accidents, eight were mistakenly shot by bobcat hunters, and the remaining died from unknown causes or predation. ## See also - List of mammals of Canada - List of mammals of Alaska - List of mammals of the United States
7,372,808
Pepper (Inspector of Taxes) v Hart
1,170,201,501
Leading English case on statutory interpretation
[ "1992 in United Kingdom case law", "English interpretation case law", "House of Lords cases" ]
Pepper (Inspector of Taxes) v Hart [1992] UKHL 3, is a landmark decision of the House of Lords on the use of legislative history in statutory interpretation. The court established the principle that when primary legislation is ambiguous then, in certain circumstances, the court may refer to statements made in the House of Commons or House of Lords in an attempt to interpret the meaning of the legislation. Before this ruling, such an action would have been seen as a breach of parliamentary privilege. John Hart and nine others were teachers at Malvern College who benefited from a "concessionary fee" scheme that allowed their children to be educated at the college for one-fifth of the normal fees. The Inland Revenue attempted to tax this benefit based on the Finance Act 1976. There was a dispute over the correct interpretation of the Act. The Special Commissioners charged with assessing the tax found in favour of Hart, but both the High Court of Justice and Court of Appeal of England and Wales found in favour of the Inland Revenue. The case then went to the House of Lords, which, making use of statements in Parliament as recorded in Hansard, found in favour of Hart. Lord Mackay, dissenting, argued that Hansard should not be considered admissible evidence because of the time and expense involved in a lawyer having to look up every debate and discussion on a particular statute when giving legal advice or preparing a case. The decision met with a mixed reception. While judges cautiously accepted the judgment, some legal academics argued that it violated rules of evidence, damaged the separation of powers between the executive and Parliament and caused additional expense in cases. The decision was subjected to an assault by Lord Steyn in his Hart Lecture, delivered on 16 May 2000 and titled "Pepper v Hart: A Re-examination", in which he disputed exactly what the House of Lords had meant by their decision and also attacked the logic and legal theory behind it. Since Lord Steyn's lecture, several judicial decisions have limited the use of Pepper by the courts; the result of these changes, according to Stefan Vogenauer, is that "the scope of Pepper v Hart has been reduced to such an extent that the ruling has almost become meaningless". ## Facts Hart and nine others were teachers at Malvern College, where from 1983 to 1986 they took advantage of a "concessionary fee" scheme, which allowed their children to be educated at rates one-fifth of those paid by other pupils. They disputed the amount of tax they had to pay under the 1976 Finance Act, Section 63 of which said that: > The cash equivalent of any benefit chargeable to tax ... is an amount equal to the cost equivalent of the benefit, less so much (if any) of it as is made good by the employee to those providing the benefit ... the cost of a benefit is the amount of any expense incurred in or in connection with its provision, and (here and in those subsections) includes a proper proportion of any expense. The Inland Revenue, attempting to tax this benefit, argued that the "cost" of the benefit meant an average of the cost of providing it; if there were 100 pupils at a school that cost £1 million per year to run, the "cost" per pupil was £10,000. Hart and his fellow teachers disputed this and argued that it was instead marginal cost, saying that other than food, stationery, laundry and similar there was no cost to the school due to the children's presence that would not be there already. The Special Commissioners (an appellate body for income tax claims), ruling in favour of Hart, noted that not only was the school not full to capacity, with the teachers' children having no impact on waiting lists, but that the "concessionary fee" covered all costs incurred by the school in the course of educating those particular pupils. It was found, however, that during debate on the Finance Act, ministers had made statements in the House of Commons which supported the idea that such "benefits" should be excluded from tax. ## Judgment ### High Court of Justice and Court of Appeal Following the report of the Special Commissioners, the case was appealed to the High Court of Justice's Chancery Division, where it was heard by Vinelott J. In his judgment (issued 24 November 1989), Vinelott decided, based on the act, that "any expense incurred" referred to the average cost of keeping pupils, not the costs of keeping the teachers' children as pupils, reversing the Special Commissioners' decision. The case was then heard by the Court of Appeal, which issued its judgment on 13 November 1990. The three judges confirmed Vinelott's decision, ignoring the Hansard element of the case and confirming that, based on the Act's text, "any expense incurred" referred to the average cost. ### House of Lords Again appealed, the case came before a 5-judge panel of the House of Lords. They initially agreed with the Court of Appeal by a 4–1 majority. At the end of the preliminary hearing, the judges became aware that, during the Finance Act's committee stage, Financial Secretary to the Treasury Robert Sheldon remarked (in response to a question about places for the children of teachers at fee-paying schools) "The removal of clause 54(4) will affect the position of a child of one of the teachers at the child's school because now the benefit will be assessed on the cost to the employer, which would be very small indeed in this case", implying that the "expense" is meant to be the cost to the school, not the average cost of having a pupil there. As a result of this discovery, the House of Lords chose to reconvene as a 7-judge panel, consisting of Lord Mackay, Lord Keith, Lord Bridge, Lord Griffiths, Lord Ackner, Lord Oliver and Lord Browne-Wilkinson. The court reconvened and issued its judgment on 26 November 1992, read by Browne-Wilkinson. Browne-Wilkinson found in favour of Hart, and on the subject of Hansard wrote that: > My Lords, I have come to the conclusion that, as a matter of law, there are sound reasons for making a limited modification to the existing rule [that Hansard may not be used] unless there are constitutional or practical reasons which outweigh them. In my judgment, subject to the questions of the privileges of the House of Commons, reference to Parliamentary material should be permitted as an aid to the construction of legislation which is ambiguous or obscure or the literal meaning of which leads to an absurdity. Even in such cases references in court to Parliamentary material should only be permitted where such material clearly discloses the mischief aimed at or the legislative intention lying behind the ambiguous or obscure words. In the case of statements made in Parliament, as at present advised I cannot foresee that any statement other than the statement of the Minister or other promoter of the Bill is likely to meet these criteria. In prior cases, the fear had been expressed that using parliamentary debates as evidence in court could violate parliamentary privilege, under Article 9 of the Bill of Rights 1688 (since using parliamentary debates as evidence would involve discussing what went on in Parliament within the courts). Browne-Wilkinson held that: > In my judgment, the plain meaning of article 9, viewed against the historical background in which it was enacted, was to ensure that Members of Parliament were not subjected to any penalty, civil or criminal for what they said and were able, contrary to the previous assertions of the Stuart monarchy, to discuss what they, as opposed to the monarch, chose to have discussed. Relaxation of the rule will not involve the courts in criticising what is said in Parliament. The purpose of looking at Hansard will not be to construe the words used by the Minister but to give effect to the words used so long as they are clear. Far from questioning the independence of Parliament and its debates, the courts would be giving effect to what is said and done there. Agreeing with Browne-Wilkinson, Lord Griffiths also wrote, in regards to legislative interpretation, that: > The days have long passed when the courts adopted a strict constructionist view of interpretation which required them to adopt the literal meaning of the language. The courts now adopt a purposive approach which seeks to give effect to the true purpose of legislation and are prepared to look at much extraneous material that bears upon the background against which the legislation was enacted. Mackay, in his dissenting judgment, came to the same conclusion as the rest of the House on the interpretation of the Finance Act, but without the use of Hansard. Although he agreed that such a use would not violate Article 9, he argued that it was not appropriate: > I believe that practically every question of statutory construction that comes before the courts will involve an argument that the case [could use Hansard]. It follows that the parties' legal advisors will require to study Hansard in practically every such case to see whether or not there is any help to be gained from it. I believe this is an objection of real substance. It is a practical objection not one of principle ... such an approach appears to me to involve the possibility at least of an immense increase in the cost of litigation in which statutory construction is involved. For several judges, the use of Sheldon's statement in Parliament was a deciding factor. In the initial hearing, Lords Bridge, Browne-Wilkinson and Oliver were all in favour of dismissing Hart's case, later changing their mind with the new evidence available to them. Lord Griffiths, on the other hand, was not swayed by the use of Sheldon's statement; he wrote that "I should myself have construed the section in favour of the taxpayer without recourse to Hansard". ## Significance ### Change to the law Before Pepper, it was impossible to use Parliamentary discussions as evidence in court cases; William Blackstone wrote in the 18th century that to allow judicial review of "unreasonable" legislation was to "set the judicial power above that of the legislature, which would be subversive of all government". Historically, the courts had been more lenient; while this suggestion first appears in the 14th century, with the intention that legislation was best interpreted by those who had written it, the principle was not strongly followed. In the 1678 case of Ash v Abdy, Lord Nottingham chose to refer to the parliamentary history of the Statute of Frauds, and in Millar v Taylor, in 1769, the first case to explicitly state this principle (as "The sense and meaning of an Act of Parliament must be collected from what it says when passed into law, and not from the history of changes it underwent in the House where it took its rise"), the court chose to depart from it. The principle was most used during the 19th and 20th centuries, with a noted example being Beswick v Beswick, where Lord Reid maintained that it would be inconvenient and expensive for lawyers to have to refer to Hansard when preparing cases. Both the English and Scottish Law Commissions agreed with the rule in their 1969 Report on the Interpretation of Statutes. During the late 20th century there was a gradual "retreat" from this rule; in Sagnata Investments Ltd v Norwich Corporation, the courts allowed Hansard material to be submitted to determine the purpose of legislation (but not to interpret the statute), and in Pickstone v Freemans plc, it was allowed to assist in the understanding of delegated legislation. A noted attack on the rule was made by Lord Denning in Davis v Johnson, where he said that asserting that the courts could not use Hansard was similar to saying that the judges "should grope about in the dark for the meaning of an Act without switching on the light. In some cases Parliament is assured in the most explicit terms what the effect of a statute will be. It is on that footing that members assent to the clause being agreed to. It is on that understanding that an amendment is not pressed. In such cases I think the court should be able to look at the proceedings." Despite these exceptions, the courts regularly maintained that it was not possible to use internal Parliamentary discussions as an aid to legislative interpretation. The result of Pepper was a reversal of that rule; a court could use internal Parliamentary discussions where it was relevant to "the very point in question in the litigation", where a piece of legislation is "ambiguous or obscure, or the literal meaning of which leads to an absurdity", with the intention being to understand "the mischief aimed at or the legislative intention lying behind the ambiguous or obscure words". The decision in Pepper has been linked to a positive move in statutory interpretation that had been proceeding since the end of the Second World War. Previously, the dominant approach was that of the literal rule, supplemented by the golden and mischief rules (that interpretations should not be made if they were to lead to absurdity, and that interpretations should take into account the intention behind the statute). These approaches all limited the amount of material which could be used by a judge when interpreting the actions of Parliament. Following the 1969 Law Commission report The Interpretation of Statutes, British courts began to use a more purposive approach, which directed that when interpreting a statute they should examine the purpose behind it, rather than simply using the text of the statute itself. In effect, this widened the amount of material judges could use, including not only the statute but reports made by government bodies, the Law Commission and Royal Commissions. The impact of Pepper was to include Hansard in this list of acceptable material, not only to establish the overall purpose of an act but to define what was meant by a particular provision. ### In other jurisdictions In other common law jurisdictions, interpretation for similar situations is significantly different. In Canada, for example, four different interpretative doctrines are used in understanding taxation laws; "strict construction, purposive interpretation, the plain meaning rule, and the words-in-total-context approach". In Stubart Investments Limited v The Queen, the Supreme Court of Canada decided to reject a strict approach and instead use the rule that "the words of an Act are to be read in their entire context and in their grammatical and ordinary sense harmoniously with the scheme of the Act, the object of the Act, and the intention of Parliament". Since then, however, both the purposive and plain meaning approaches have been used. Academics have rejected the idea that legislative history should be an aid to statutory interpretation, arguing, "It would introduce intolerable uncertainty ... if clear language in a detailed provision of [an] Act were to be qualified by unexpressed exceptions derived from a court's view of the object and purpose of the provision", and that it violates the rule of law, which requires that laws be performable. The average citizen does not have access to the legislative history of an Act, which under the Pepper approach could very well change the meaning of the statute completely. United States courts regularly use such interpretation, partially because there are significant differences between the British and American legislative systems. In the United States, legislation is regularly subject to negotiation and alteration after being introduced to Congress, and so it is in the courts' interest to look at the particular Act's history when interpreting it. The range of sources accepted is "richer and more diverse", with individual Senators and Representatives and members of the Executive called to give evidence all valid. In the Supreme Court of the United States, 145 decisions (approximately 20 percent of the decisions given) between 1996 and 2005 reference legislative history. In the House of Lords and Supreme Court of the United Kingdom, only 9.8 percent of decisions use legislative history as a tool. It is noted, however, that the House of Lords and Supreme Court rely on statutes less often than the United States equivalent. Michael Healy, writing in the Stanford Journal of International Law, notes that the use of statutory interpretation in the US Supreme Court combined with the uncertainty over what approach the court will take means lawyers have to write extremely broad arguments, increasing the cost of litigation – a concern raised in Pepper. ### Approval J. C. Jenkins, Second Parliamentary Counsel at the Office of the Parliamentary Counsel, has expressed some approval at the decision. Firstly, he claims that it will significantly change the way legislation is drafted. Prior to Pepper, draftsmanship was a "time consuming" and "frustrating rather than enlightening" business. There are risks of "excessive detail, over-elaboration, verbosity, prolixity, iteration, tedious repetition", and so a draftsman avoids directly dealing with every single problem, instead following the rule set out by the Renton Committee to ensure that "sufficient certainty is obtained for a fair-minded and reasonable reader to be in no doubt what is intended, it being assumed that no one would take entirely perverse points against the draft, or that such points would be brushed aside by the court". The draftsman may be in conflict with a government official who wishes to be overly specific, where this general rule renders their concerns moot; in such situations, the ability to include a passage of a Minister's speech as a way to ensure that the courts will interpret legislation in a specific way may clear up any doubts they feel. As such, Jenkins feels that Pepper may make the jobs of parliamentary draftsmen much easier. Although one academic called Pepper a "long overdue" decision from "which there is no turning back", the overall reaction was a negative one. The decision can be interpreted as promoting legislative supremacy, a key point in a system where parliamentary sovereignty is confirmed. ### Criticism The House of Lords' statement on parliamentary privilege was assessed by the Joint Committee on Parliamentary Privilege, which recommended that Parliament not counter the decision in Pepper v Hart, but cautioned that this should not lead to any further weakening of parliamentary privilege. However, academics widely condemned the decision and the thinking behind it. Academic Aileen Kavanagh questioned the logic used; the House of Lords was essentially saying that, where a minister has made a statement about an act's intent that was not questioned by Parliament, that statement can be used as evidence. However, there are many reasons why Members of Parliament might not question a statement, and this does not necessarily indicate that they approve of it; in the case of the Finance Act, for example, it could simply be that as the statement was not going to be added to the statute, they found no reason to actively oppose it. At the same time, different Members of Parliament may approve of a statutory provision for different reasons. The fact that a minister gives certain reasons for including a provision does not necessarily indicate that Parliament agrees; only that Parliament also feels, for whatever reason, that the provision should be included. The decision also raises questions about the separation of powers in the United Kingdom; it has been consistently maintained that it is Parliament, not the executive, which passes legislation. If one accepts that statements by the executive can allow them to specify the meaning of particular laws without formally including them in statutes where they can be approved by Parliament, it violates this separation of powers, allowing the executive to make law. With these issues, Kavanagh argues that there are likely to be consequences. Firstly, if judges replace the text of a statute with the meaning given to it by a single minister in Parliament, there is a risk that they will attribute a meaning to it which was not supported by the MPs; interpretations, based on the views of ministers, are more likely to reflect the executive's intention than that of Parliament. Kavanagh also suggests that it could impact on the actions of ministers; rather than attempting to specify law through the difficult route of placing it in legislation, they can simply make a statement within Parliament about the legislation's intent. Lord Mackay's worry that this would increase the cost of litigation was also considered; under Pepper, every lawyer must go through every word said in both Houses of Parliament and in the various committees to ensure that they are giving the best advice to their client. Academics have also expressed worry about the reliability of Hansard as a source; "the debate on the Bill is a battle of wits often carried out under extreme pressure and excitement where much more than the passage of this Bill may be at stake. The Ministers supporting it cannot be expected to act as if they were under oath in a court of law". The decision also contradicted previous precedent as to the nature of evidence. John Baker notes that it violates strong rules which exclude the use of written evidence to interpret a document, unless the evidence was found in said document. Baker also argued that ministerial statements should not be used as evidence because they are irrelevant; "no individual member of Parliament is in a position to state what that intention is or to speak for the silent majority. Parliament acts as a corporate body and the only expression of its common intention is the text to which the Queen and both Houses have given their unqualified assent. What passes in one House is not formally known to the other". An individual MP's statements, minister or not, may be based on a false understanding of the legal issues; MPs regularly vote for proposals having disagreed with the statements of the spokesman simply because they like the proposal itself. J. C. Jenkins, who interprets Pepper as making the jobs of parliamentary draftsmen much easier in some ways, also foresees it as making the job more difficult. Because of the added resources courts can draw on, there is now increased pressure to produce statutes which will not be interpreted in the wrong way. Departments sponsoring legislation normally prepare briefings for their ministers when talking in Parliament; draftsmen may now be expected to vet these, a time-consuming process. The draftsmen may also have to look at material produced by these departments other than the statutes, as it may be discussed in court; in Pepper, Lord Browne-Wilkinson considered a press release produced by the Inland Revenue. The decision also changes parliamentary practice. Under previous practice, if a minister was asked a question publicly and could not immediately reply with an answer, or publicly made a statement that later turned out to be incorrect, he would privately write a letter explaining or correcting himself. As a result of Pepper, such private replies may have to be made publicly. In addition, Members of Parliament are more aware that their statements, and those statements they induct Ministers to make, may be looked at by the courts. As a result, these statements and inducements may be structured differently, and MPs may be more concerned that their issues be dealt with "at length and on the record", making parliamentary proceedings "more formal, more cluttered, and more protracted". ### Interpretation and later development There has been a dispute over the interpretation of the House of Lords' intent in regards to the use of Hansard in court, sparked by Lord Steyn's Hart Lecture on 16 May 2000, titled "Pepper v Hart: A Re-examination". Steyn suggested that Pepper v Hart was limited to "an estoppel argument", and Hansard's use in court should "be confined to the admission against the executive of categorical assurances given by ministers to Parliament"; essentially, that Hansard should only be used if the purpose is to establish that ministers made certain assurances to Parliament, with the intent being to prevent the executive going back on its promises. Stefan Vogenauer disagrees that this was the House of Lords' intent in Pepper, pointing out that Hart's counsel had, during proceedings, made an argument along the lines of estoppel – one the Lords had completely ignored when making their decision. The courts' cautiously optimistic acceptance of Pepper, which included an attempt to include it in the House of Lords' Practice Directions, soon began to wane. Although the lower courts applied the decision and allowed the use of Hansard, and the Lords itself initially followed it in R v Warwickshire County Council, ex parte Johnson, several objections and limits were expressed in later obiter dicta and ratio decidendi. The first judicial complaints were voiced in 1997 by Lord Hoffmann in The Intolerable Wrestle with Words and Meanings, where he criticised the increased expense and drop in efficiency which it created. In a speech to the Chancery Bar Lord Millett calling the judgment "a regrettable decision" that "was not only misguided in practical terms, it was in my view contrary to principle", saying that: > Lord Mackay of Clashfern dissented on practical grounds. He has been proved to be entirely right. The decision has added enormously to the costs of civil litigation. Whenever a statute falls to be construed, no counsel can afford to ignore its parliamentary history. The extra research is time consuming and costly, and wholly unproductive. Rather than see his time wasted, Counsel often feels obliged to place the fruits of his research before the court, thus prolonging the hearing at still more expense. Yet in the seven years since the decision, I am aware of no case where the material has been determinative, not even in Pepper v. Hart itself. The courts immediately began to "whittle down" the precedent set by Pepper. The first direct attack came through Massey v Boulden, where the Court of Appeal held that Hansard could not be used in criminal law cases, because of "the principle that penal statutes are to be narrowly construed intervenes to resolve any ambiguity without resort to Hansard". In Robinson v Secretary of State for Northern Ireland, Lords Hobhouse, Hoffmann and Millett said that Mackay, with his dissenting judgment, had "turned out to be the better prophet", with large amounts of inefficiency and expense associated with Pepper. In the Spath Holme judicial review case, Lords Bingham, Hope and Hutton held that Hansard could only be used in pursuit of "ascertaining the meaning of a particular word or phrase", rather than simply where a piece of legislation is "ambiguous or obscure, or the literal meaning of which leads to an absurdity". In McDonnell, the Lords further limited the use of Hansard, saying it could not be used to overrule precedent set before courts were able to reference it, except in exceptional circumstances. Wilson and others v Secretary of State for Trade and Industry, the first case involving Hansard after the Human Rights Act 1998 put further limits on its use; ministerial statements made in Parliament can not be treated as sources of law, only as supporting evidence. This "retreat" from Pepper was resisted in the Court of Appeal, primarily by Lord Phillips, who praised the decision following Steyn's lecture in 2000, but has been repeatedly emphasised in the House of Lords and Supreme Court of the United Kingdom. As a result of these changes, Stefan Vogenauer has said that "the scope of Pepper v Hart has been reduced to such an extent that the ruling has almost become meaningless". Despite the judicial criticism and limits placed on Pepper, references to Hansard have apparently increased since the beginning of the 21st century. It is also noted that the most recent generation of House of Lords and Supreme Court judges have been willing to regularly reference legislative history in their arguments. In Harding v Wealands, for example, three Law Lords were willing to apply Pepper, even Lord Hoffmann who had previously voiced concerns. Lord Carswell noted that Pepper had been "out of judicial favour in recent years", but added that legislative history was "perhaps especially [useful] as a confirmatory aid". ## Case citations - Citation format: year of decision; abbreviated title of the court/reporter; the decision or page number
40,598,138
4th Army (Kingdom of Yugoslavia)
1,153,745,119
Formation of the Royal Yugoslav Army in WWII
[ "Field armies of the Kingdom of Yugoslavia", "Military units and formations disestablished in 1941", "Military units and formations established in 1941", "Military units and formations of Yugoslavia in World War II", "Mutinies in World War I" ]
The 4th Army was a Royal Yugoslav Army formation mobilised prior to the German-led Axis invasion of the Kingdom of Yugoslavia during World War II. It was drawn from the peacetime 4th Army District. When mobilised, it consisted of three divisions, a brigade-strength detachment, one horse cavalry regiment and one independent infantry regiment. It formed part of the 1st Army Group, and was responsible for defending a large section of the Yugoslav–Hungarian border, being deployed behind the Drava river between Varaždin and Slatina. Like all Yugoslav formations at the time, the 4th Army had serious deficiencies in both mobility and firepower. Despite concerns over a possible Axis invasion, orders for the general mobilisation of the Royal Yugoslav Army were not issued by the government until 3 April 1941, in order to not provoke Germany any further following the military coup d'état and precipitate war. When the invasion commenced on 6 April, the 4th Army was only partially mobilised, and this weakness was exacerbated by fifth-column activities within its major units and higher headquarters. Revolts of Croat soldiers broke out in all three divisions in the first few days, causing significant disruption to their mobilisation and deployment. The town of Bjelovar was taken over by rebel troops. Widespread desertions of Croat troops, many of whom turned on their Serb comrades, made control even more difficult. German activity in the 4th Army sector in the first four days included limited objective attacks to seize crossings over the Mura and Drava rivers, along with air attacks by the Luftwaffe. The formation and expansion of German bridgeheads were facilitated by fifth-column elements of the Croatian fascist Ustaše organisation and their sympathisers among the Croat-majority populace of the 4th Army sector. Elements of the 4th Army did put up scattered resistance to the Germans, but it began to withdraw southwards on 9 April, and on 10 April it quickly ceased to exist as an operational formation in the face of two determined armoured thrusts by XXXXVI Motorised Corps from bridgeheads at Zákány and Barcs. The 14th Panzer Division captured Zagreb late that day, and the Germans facilitated the proclamation of an independent Croatian state. A senior staff officer at the headquarters of the 1st Army Group who sympathised with the Ustaše issued orders redirecting formations and units of the 4th Army away from the advancing Germans, and fifth-column elements arrested some 4th Army headquarters staff. Under the leadership of its commander, Armijski đeneral Petar Nedeljković, the mostly ethnic Serb remnants of the 4th Army attempted to establish defensive positions in northeastern Bosnia, but were brushed aside by the 14th Panzer Division as it drove east towards Sarajevo, which fell on 15 April. A ceasefire was agreed on that day, and the remains of the 4th Army were ordered to stop fighting. The Yugoslav Supreme Command surrendered unconditionally effective on 18 April. ## Background The Kingdom of Serbs, Croats and Slovenes was created with the merger of Serbia, Montenegro and the South Slav-inhabited areas of Austria-Hungary on 1 December 1918, in the immediate aftermath of World War I. The Army of the Kingdom of Serbs, Croats and Slovenes was established to defend the new state. It was formed around the nucleus of the victorious Royal Serbian Army, as well as armed formations raised in regions formerly controlled by Austria-Hungary. Many former Austro-Hungarian officers and soldiers became members of the new army. From the beginning, much like other aspects of public life in the new kingdom, the army was dominated by ethnic Serbs, who saw it as a means by which to secure Serb political hegemony. The army's development was hampered by the kingdom's poor economy, and this continued during the 1920s. In 1929, King Alexander changed the name of the country to the Kingdom of Yugoslavia, at which time the army was renamed the Royal Yugoslav Army (Serbo-Croatian Latin: Vojska Kraljevine Jugoslavije, VKJ). The army budget remained tight, and as tensions rose across Europe during the 1930s, it became difficult to secure weapons and munitions from other countries. Consequently, at the time World War II broke out in September 1939, the VKJ had several serious weaknesses, which included reliance on draught animals for transport, and the large size of its formations. Infantry divisions had a wartime strength of 26,000–27,000 men, as compared to contemporary British infantry divisions of half that strength. These characteristics resulted in slow, unwieldy formations, and the inadequate supply of arms and munitions meant that even the very large Yugoslav formations had low firepower. Generals better suited to the trench warfare of World War I were combined with an army that was neither equipped nor trained to resist the fast-moving combined arms approach used by the Germans in their invasions of Poland and France. The weaknesses of the VKJ in strategy, structure, equipment, mobility and supply were exacerbated by serious ethnic disunity within Yugoslavia, resulting from two decades of Serb hegemony and the attendant lack of political legitimacy achieved by the central government. Attempts to address the disunity came too late to ensure that the VKJ was a cohesive force. Fifth-column activity was also a serious concern, not only from the Croatian fascist Ustaše and the ethnic German minorities but also potentially from the pro-Bulgarian Macedonians and the Albanian population of Kosovo. ## Formation and composition ### Peacetime organisation Yugoslav war plans saw the 4th Army organized and mobilised on a geographic basis from the peacetime 4th Army District, which was divided into three divisional districts, each of which was subdivided into regimental regions. Zagreb, Dugo Selo and Sisak were key centres for the mobilisation and concentration of the 4th Army due to their good rail infrastructure. Prior to the issue of mobilisation orders for the 4th Army, the 4th Army District headquarters had been involved in planning border defences and conducting exercises for border troops, including demolition plans for bridges and other infrastructure in the event of war. On 8 June 1940, the Yugoslav Supreme Command issued orders to the 4th Army District headquarters to make all necessary preparations for defence and demolitions and ordered a 14-day exercise for border troops. 4th Army District headquarters submitted a progress report on this work on 30 January 1941. This report indicated that along the Hungarian border, bunkers and trenches had been constructed for the immediate defence of the Drava river along the Yugoslav-Hungarian border, in particular at Varaždin, Koprivnica, Virovitica and Slatina, but no obstacles such as barbed wire entanglements or anti-tank ditches had been developed. ### Wartime organisation The 4th Army was commanded by Armijski đeneral Petar Nedeljković, and his chief of staff was Brigadni đeneral Anton Lokar. The 4th Army consisted of: - 27th Infantry Division Savska - 40th Infantry Division Slavonska - 42nd Infantry Division Murska - Detachment Ormozki (brigade-strength) - 127th Infantry Regiment - 81st Cavalry Regiment Army-level support was provided by the motorised 1st Heavy Artillery Regiment, the 81st Army Artillery Regiment, the motorised 4th Anti-Aircraft Battalion, six border guard battalions and the motorised 4th Army Anti-Aircraft Company. The 4th Air Reconnaissance Group comprising eighteen Breguet 19s was attached from the Royal Yugoslav Army Air Force (Serbo-Croatian Latin: Vazduhoplovstvo Vojske Kraljevine Jugoslavije, VVKJ) and was based at Pleso airfield near Velika Gorica just south of Zagreb. The troops of the 4th Army included a high percentage of Croats. ## Deployment plan The 4th Army was part of the 1st Army Group, which was responsible for the defence of northwestern Yugoslavia. The 4th Army defended the eastern sector along the Hungarian border, and the 7th Army along the German and Italian borders. The 1st Cavalry Division was to be held as the 1st Army Group reserve around Zagreb. On the left of the 4th Army, the boundary with the 7th Army ran from Gornja Radgona on the Mura river through Krapina and Karlovac to Otočac. On the right of the 4th Army was the 2nd Army of the 2nd Army Group, the boundary running from just east of Slatina through Požega towards Banja Luka. The Yugoslav defence plan saw the 4th Army deployed in a cordon behind the Drava between Varaždin and Slatina. The planned deployment of the 4th Army from west to east was: - Detachment Ormozki, responsible for the border between Gornja Radgona and the triple border with Germany and Hungary, but with its main defences along the Drava between the confluence with the Dravinja river and the village of Petrijanec, and its headquarters in Klenovnik; - 42nd Infantry Division Murska (42nd ID), opposite the Hungarian city of Nagykanizsa, between the triple border with Germany and Hungary and the confluence of the Mura at Legrad, with divisional headquarters at Seketin, just south of Varaždin; - 27th Infantry Division Savska (27th ID), opposite the Hungarian village of Gyékényes, between the confluence of the Mura at Legrad and Kloštar Podravski, with divisional headquarters at Kapela, north of Bjelovar; and - 40th Infantry Division Slavonska (40th ID), opposite the Hungarian town of Barcs, between Kloštar Podravski and Čađavica, with the main line of defence along the northern slopes of the Bilogora mountain range, and divisional headquarters at Pivnica Slavonska. Border guard units in the 4th Army area of responsibility consisted of: - the 601st Independent Battalion in the sector of the Detachment Ormozki, - the 341st Reserve Regiment in the sector of the 42nd ID, - the 3rd Battalion of the 393rd Reserve Regiment and 576th Independent Battalion in the sector of the 27th ID, and - the 2nd Battalion of the 393rd Reserve Regiment in the sector of the 40th ID. ## Mobilisation After unrelenting pressure from Adolf Hitler, Yugoslavia signed the Tripartite Pact on 25 March 1941. Two days later, a military coup d'état overthrew the government that had signed the pact, and a new government was formed under the VVKJ commander, Armijski đeneral Dušan Simović. A general mobilisation was not called by the new government until 3 April 1941, out of fear of offending Hitler and thus precipitating war. The same day as the coup, Hitler issued Führer Directive 25, which called for Yugoslavia to be treated as a hostile state and, on 3 April, Führer Directive 26 was issued, detailing the plan of attack and command structure for the invasion. The Yugoslav historian Velimir Terzić described the mobilisation of the 4th Army as a whole on 6 April as "only partial", and states the headquarters of the 4th Army was mobilising northeast of Dugo Selo, 20 kilometres (12 mi) east of Zagreb, with 30–35 percent of the staff officers and ten percent of the soldiers having reported for duty. ### Detachment Ormozki Detachment Ormozki was an ad hoc formation based on the headquarters of the 1st Cavalry Brigade, with an infantry regiment attached from the 32nd Infantry Division Triglavski, and two cavalry regiments and a squadron of cavalry artillery attached from the 1st Cavalry Division. On 6 April, it was concentrating in the Ormož area, as follows: - the detachment commander and his headquarters staff were in Čakovec; - the 39th Infantry Regiment was marching from Celje via Lepoglava to Varaždin, but on 6 April had only reached Rogatec; - the 6th Cavalry Regiment was mobilising in Zagreb; - the 8th Cavalry Regiment was mobilising in Čakovec; - a squadron of cavalry artillery was moving from Varaždin to the concentration area, and had reached Vratno; and - the 1st Bicycle Battalion had departed Ljubljana, and on 5 April had reached Žalec. The 39th Infantry Regiment was later transferred to the 42nd ID, leaving Detachment Ormozki predominantly as a cavalry formation. ### 42nd Infantry Division Murska The 42nd ID had only commenced mobilisation, and was largely in its mobilisation centres or moving to concentration areas. On 6 April, the elements of the division were located as follows: - the divisional commander Divizijski đeneral Borisav Ristić and his headquarters staff were mobilising in the Zagreb area - the 36th Infantry Regiment was concentrating in the Ludbreg district - the 105th Infantry Regiment, with about 55 percent of its troops, was concentrating in the Varaždin area - the 126th Infantry Regiment was mobilising in Zagreb - the 42nd Artillery Regiment headquarters and two batteries were mobilising in Zagreb, with the remaining two batteries mobilising in Varaždin - the divisional cavalry squadron was located in Čakovec - the remainder of the divisional units were mobilising in Zagreb Orders were issued for the 36th Infantry Regiment to join the 27th ID, replaced by the 39th Infantry Regiment from Detachment Ormozki. Two artillery batteries from the 40th Artillery Regiment of the 40th ID that were mobilising in Varaždin were ordered to join the 42nd ID. ### 27th Infantry Division Savska The 27th ID had only commenced mobilisation, and was largely in its mobilisation centres or moving to concentration areas. On 4 April, Nedeljković had reported that the division could not move for another 24 hours due to lack of vehicles. A small proportion of the division was in its planned positions on 6 April: - the divisional commander Divizijski đeneral August Marić and his headquarters staff were mobilising in Zagreb - the 35th Infantry Regiment (less its 3rd Battalion) was marching from Zagreb to Križevci, with its 3rd Battalion still in Zagreb - the 53rd Infantry Regiment, with about 50 percent of its troops and 15 percent of its animals, was moving by rail from its mobilisation centre in Karlovac via Križevci to Koprivnica, with its 1st Battalion detraining in Koprivnica - the 104th Infantry Regiment was marching from its mobilisation centre in Sesvete via Dugo Selo to Bjelovar - Two batteries of the 27th Artillery Regiment were in position in Novigrad Podravski and near Koprivnica, with the rest of the 27th Artillery Regiment still mobilising in Zagreb and Varaždin - the divisional cavalry squadron was mobilising in Čakovec, but had no horses, and the divisional machine gun battalion was mobilising in Zagreb, but had no animal transport - the remainder of the divisional units were at their mobilisation centres in and around Zagreb ### 40th Infantry Division Slavonska The 40th ID was partially mobilised, with some elements of the division still mobilising, some in concentration areas, and only a small proportion actually deployed in their planned positions: - the divisional commander Brigadni đeneral Ratko Raketić and his headquarters staff were mobilising in Bjelovar - the 42nd Infantry Regiment with two battalions was marching towards their positions near Daruvar, while the rest of the regiment was mobilising in Bjelovar and could not move due to lack of draught animals - the 43rd Infantry Regiment, with about 75–80 percent of its troops and 30 percent of its animals, was marching from its mobilisation centre in Požega towards Našice, but had only reached Jakšić, 9 kilometres (5.6 mi) northeast of Požega - the 108th Infantry Regiment was marching from Bjelovar but had only reached Severin - the 40th Artillery Regiment was still mobilising with the headquarters and one battery in Osijek and two batteries in Varaždin - the divisional cavalry squadron and machine gun battalion were unable to deploy from Virovitica due to lack of animals, although on 5 April, Nedeljković had requisitioned private cars for the machine gun battalion and ordered it to concentrate at Lukač northeast of Virovitica - the remainder of the divisional units were at their mobilisation centres in and around Bjelovar The 43rd Infantry Regiment was ordered to march east to join the 17th Infantry Division Vrbaska (17th ID), which was part of the 2nd Army Group's 2nd Army. The 89th Infantry Regiment, originally allocated to the 17th ID, was ordered to march from its mobilisation location in Sisak and join the 40th ID to replace the 43rd Infantry Regiment. The divisional cavalry did not receive sufficient horses, and had to deploy on foot as infantry. The division was without artillery support throughout the fighting because the 40th Artillery Regiment did not complete mobilisation. ### Army-level support Army-level support units were mobilising as follows: - the 81st Heavy Artillery Regiment was mobilising in Zagreb, but there were only sufficient strong draught animals to pull the guns of two of the four batteries. These two batteries were moving towards the border, but en route they were weakened by desertion - the 81st Cavalry Regiment was mobilised with personnel from the Cazin district of northwest Bosnia, but due to sabotage by the Ustaše, no horses had been mobilised from the Zagreb military district - the 4th Army anti-aircraft units were deployed at Lipik - supply units were poorly mobilised due to lack of vehicles and draught animals ### Overall condition of the 4th Army At the time of the invasion, many units of the 4th Army were still at their mobilisation centres or in their concentration areas, and only a few units had actually deployed into their planned positions to defend the border. Many conscripts did not report to their mobilisation centres. The logistics of the 4th Army were in a poor state, mainly due to a lack of livestock and vehicles for transport, but also due to fifth-column sabotage by the Ustaše and their sympathisers, to the extent that many units did not even have ten per cent of their transport needs. It was also equipped poorly, lacking in many tools of modern warfare, including tanks, light artillery, anti-aircraft weapons and air support. These deficiencies affected both its fighting power and morale. ## Operations ### 6 April German Army headquarters wanted to capture the bridges over the Drava intact, and from 1 April had issued orders to the 2nd Army to conduct preliminary operations aimed at seizing the bridges at Barcs and Zákány by coups de main. As a result, limited objective attacks were launched along the line of the Drava by the XXXXVI Motorised Corps of General der Panzertruppe Heinrich von Vietinghoff, despite the fact that they were not expected to launch offensive operations until 10 April. Similar operations occurred on the extreme left flank of the 4th Army, where raiding parties and patrols from LI Infantry Corps, commanded by General der Infanterie Hans-Wolfgang Reinhard, seized high ground on the south side of the Drava. In the early hours of 6 April 1941, units of the 4th Army were located at their mobilisation centres or were marching toward the Hungarian border. LI Infantry Corps seized the intact bridge over the Mura at Gornja Radgona. About 05:20, the Yugoslav 601st Independent Battalion on the border in the Prekmurje region forward of Detachment Ormozki was attacked by German troops advancing across the German border, and began withdrawing south into the Međimurje region. About 06:20, Germans troops also crossed the Hungarian border and attacked border troops at Dolnja Lendava. Shortly after this, further attacks were made along the Drava between Ždala and Gotalovo in the area of the 27th Infantry Division Savska with the intention of securing crossings over the river, but they were unsuccessful. The Germans cleared most of Prekmurje up to Murska Sobota and Ljutomer during the day. A bicycle-mounted detachment of Generalmajor Benignus Dippold's 183rd Infantry Division captured Murska Sobota without encountering resistance. During the day, the German Luftwaffe bombed and strafed Yugoslav positions and troops on the march. By the afternoon, German troops had captured Dolnja Lendava, and by the evening it had become clear to the Germans that the Yugoslavs would not be resisting stubbornly at the border. XXXXVI Motorised Corps was then ordered to begin seizing bridges over the Mura at Mursko Središće and Letinja, and over the Drava at Zákány and Barcs. The local attacks were sufficient to inflame dissent within the largely Croat 4th Army, who refused to resist Germans they considered their liberators from Serbian oppression during the interwar period. In the afternoon, German Junkers Ju 87 Stuka dive bombers of Sturzkampfgeschwader 77 escorted by Messerschmitt Bf 109E fighters caught the Breguet 19s of the 4th Air Reconnaissance Group on the ground at Velika Gorica, destroying most of them. The continuing mobilisation and concentration of the 4th Army was hampered by escalating fifth-column activities and propaganda fomented by the Ustaše. Some units stopped mobilising, or began returning to their mobilisation centres from their concentration areas. During the day, Yugoslav sabotage units attempted to destroy bridges over the Mura at Letinja, Mursko Središće and Kotoriba, and over the Drava at Zákány. These attempts were only partially successful, due to the influence of Ustaše propaganda and the countermanding of the demolition orders by the chief of staff of the 27th Infantry Division Savska, Major Anton Marković. The Yugoslav radio network in the 4th Army area was sabotaged by the Ustaše on 6 April, and radio communications within the 4th Army remained poor throughout the fighting. ### 7 April #### Mura bridgeheads Reconnaissance units of the XXXXVI Motorised Corps crossed the Mura at Letenye and Mursko Središće early on 7 April, and captured Čakovec. Ustaše propaganda led the bulk of two regiments from the 42nd ID to revolt; only two battalions from the units deployed to their allocated positions. In the face of the German advance, the border troops of the 601st Independent Battalion and 341st Reserve Regiment withdrew towards the Drava. #### Zákány bridgehead About 05:00 on 7 April, two to three battalions of the XXXXVI Motorised Corps commenced crossing the Drava at Zákány, and attacked towards Koprivnica. In response to the German crossing at Zákány, the 53rd Infantry Regiment of the 27th ID withdrew towards Koprivnica and took up defensive positions in a series of villages including Torčec. To stop this German penetration and gain more time for the concentration of the 27th ID, elements of the 27th Artillery Regiment were sent to support the defensive line near Torčec, which was placed under the command of the division's commanding officer for infantry. About 07:30, the commander of the Yugoslav 1st Army Group, Armijski đeneral Milorad Petrović, met with Nedeljković at Zagreb and ordered him to go to Koprivnica and prepare a counterattack against the bridgehead, to commence at 15:00. The counterattack plan failed, as the necessary units could not reach their positions. About 10:30, the Germans reached the defensive line near Torčec, and fighting began. The few remaining Breguet 19s of the 4th Air Reconnaissance Group mounted attacks on the bridge over the Drava at Zákány. After the Germans reinforced their bridgehead with two additional battalions, they overcame the Yugoslav defenders, who had suffered significant losses and were running low on artillery ammunition. About 18:00, the 53rd Infantry Regiment withdrew to Koprivnica with its artillery support, and it remained in the town during the night. At 23:00, following orders from Petrović that he was to attack on 8 April at all costs, Nedeljković issued orders for a counterattack to be carried out early on 8 April. #### Barcs bridgehead About 19:00 on 7 April, German units in regimental strength with a few tanks began to cross the Drava near Barcs in the sector of the 40th ID. They quickly overcame the resistance of the 2nd Battalion of the 393rd Reserve Regiment, who were affected by Ustaše propaganda. The Yugoslavs abandoned their positions and weapons and retreated to Virovitica. The 108th Infantry Regiment of the 40th ID had mobilised in Bjelovar and on 7 April was marching towards Virovitica to take up positions. That night, Croat members of that regiment revolted, arresting their Serb officers, non-commissioned officers and soldiers. The regiment then marched back to Bjelovar, where it joined up with other rebellious units about noon on 8 April. As the 108th Infantry Regiment was responsible for the right sector of the divisional defence, this meant that the 42nd Infantry Regiment, which was originally responsible only for the left sector, had to extend across the entire divisional frontage. During the night, the commander of the divisional cavalry squadron sent patrols towards the German bridgehead, but local Ustaše sympathisers misled them into believing the Germans were already across the Drava at Barcs in strength. The Germans were then able to consolidate their bridgehead at Barcs overnight. #### Overall situation By late evening on 7 April, Petrović's reports to Supreme Headquarters noted that the 4th Army was exhausted and its morale had been degraded significantly, and that Nedeljković concurred with his commander's assessment. During the day, Nedeljković moved his headquarters from Zagreb to Bjelovar. ### 8 April On 8 April, the German XXXXVI Motorised Corps continued with its limited objective attacks to expand their bridgeheads at Barcs and Zákány, capturing Kotoriba, a village upstream from Legrad. A German regiment broke through the border troops in the sector of the 40th ID, and approached Virovitica. At this point, the entire divisional sector was defended by the divisional cavalry squadron which had been transported there in requisitioned cars due to the lack of horses. Two understrength and wavering battalions of the 42nd Infantry Regiment arrived at Pčelić, 15 kilometres (9.3 mi) southwest of Virovitica. #### Mura bridgeheads In the areas of the 42nd ID and Detachment Ormozki, the Germans cleared the territory north of the Drava, and border guard units were withdrawn south of the river. On this day, the 39th Infantry Regiment was transferred to the 42nd ID from the Detachment Ormozki, and the 36th Infantry Regiment of the former joined the 27th ID. #### Fall of Bjelovar By noon, the rebels of the 108th Infantry Regiment were approaching Bjelovar, where they were joined by elements of the 42nd Infantry Regiment and other units of the 40th ID. The leader of the rebels in Bjelovar was Kapetan Ivan Mrak, a reserve aviator. When Nedeljković became aware of the rebels approach, he ordered the local gendarmerie commander to maintain order, but was advised this would not be possible, as local conscripts would not report for duty. Headquarters of the 4th Army reported the presence of the rebels to Headquarters 1st Army Group, and it was suggested that the VVKJ could bomb the rebel units. The 8th Bomber Regiment at Rovine received a warning order to use its Bristol Blenheim Mk I light bombers to bomb the 108th Infantry Regiment, but the idea was later abandoned. Instead, it was decided to request that the leader of the Croatian Peasant Party, Vladko Maček, intervene with the rebels. Josip Broz Tito and the Central Committee of the Communist Party of Yugoslavia, then located in Zagreb, along with the Central Committee of the Communist Party of Croatia, sent a delegation to 4th Army headquarters urging them to issue arms to workers to help defend Zagreb. Pavle Gregorić, who was a member of both Central Committees, went to the headquarters twice, and was able to speak briefly with Nedeljković, but could not convince him to do so. On the same day, Maček, who had returned to Zagreb after briefly joining Simović's post-coup government, agreed to send an emissary to the 108th Infantry Regiment of the 40th ID urging them to obey their officers, but they did not respond to his appeal. Later in the day, two trucks of rebels arrived at 4th Army headquarters in Bjelovar with the intention of killing the staff. The headquarters guard force prevented this, but the operations staff immediately withdrew from Bjelovar to Popovača. After the rebels issued several unanswered ultimatums, around 8,000 rebels attacked Bjelovar, assisted by fifth-columnists within the city. The city then surrendered, and many Yugoslav officers and soldiers were captured by the rebels. When Nedeljković heard of the fall of the city, he called the Mayor of Bjelovar, Julije Makanec, and threatened to bomb the city if the prisoners were not immediately released. Detained officers from 4th Army headquarters and the 108th Infantry Regiment were then sent to Zagreb. About 16:00, Nedeljković informed the Ban of Croatia, Ivan Šubašić, of the revolt, but Šubašić was powerless to influence events. About 18:00, Makanec proclaimed that Bjelovar was part of an independent Croatian state. #### Zákány bridgehead On the morning of 8 April, the 27th ID was deployed around Koprivnica. The 104th Infantry Regiment supported by elements of the 27th Artillery Regiment was deployed northeast of the town behind the Drava between Molve and Hlebine. The 2nd Cavalry Regiment of the 1st Cavalry Division, which had been riding from its mobilisation centre in Virovitica to Zagreb, was allocated to the 27th ID to assist with establishing its forward defences, and was deployed with two artillery batteries between the outskirts of Koprivnica and Bregi. The 53rd Infantry Regiment, and the remnants of the 2nd Battalion of the 36th Infantry Regiment and the 1st Battalion of the 35th Infantry Regiment (totalling around 500 men), and the 1st Battery of the 27th Artillery Regiment were located in the town itself. The 2nd Battalion of the 36th Infantry Regiment had not yet arrived in Koprivnica, and the divisional cavalry squadron had reached as far as Ivanec. The majority of the 81st Cavalry Regiment, which were army-level troops, were on the road from Zagreb to Koprivnica, although its 1st Squadron, which had been transported to Koprivnica in cars on 7 April, was deployed as part of an outpost line forward of Koprivnica supporting the 1st Battalion of the 53rd Infantry Regiment. The divisional headquarters was located 5 kilometres (3.1 mi) southwest of Koprivnica at Reka. In accordance with Nedeljković's orders, Marić's 27th ID was to undertake a counterattack against the Zákány bridgehead on 8 April. Supported by two batteries of Skoda 75 mm Model 1928 mountain guns of the 27th Artillery Regiment, the attack consisted of three columns converging on the bridgehead. The right column, attacking from the area of Bregi, was to consist of the 2nd Cavalry Regiment supported by the divisional machine gun company. The centre column, consisting of the 53rd Infantry Regiment and the remnants of the 2nd Battalion of the 36th Infantry Regiment and the 1st Battalion of the 35th Infantry Regiment, directly supported by the 1st Battery of the 27th Artillery Regiment, would attack from Koprivnica. The left column, attacking from the vicinity of Herešin, was to consist of the dismounted 81st Cavalry Regiment. Since promised support from the 36th Infantry Regiment, 81st Cavalry Regiment and army-level artillery had not materialised, Marić postponed the counterattack to 16:00. When it was eventually launched, only the 2nd Cavalry Regiment and the 1st Squadron of the 81st Cavalry Regiment remained in contact with the Germans, south of Peteranec, and the 2nd Cavalry Regiment held that area throughout the night of 8/9 April, despite heavy German artillery fire. Of the other units involved in the counterattack, most were at only 25 percent of their full strength due to Ustaše-influenced desertions sparked by the rebellion within the 40th ID. Two battalions of the 36th Infantry Regiment deserted during 8 April. #### Overall situation By the evening of 8 April, the Yugoslav Supreme Headquarters was under the mistaken impression that the situation in the 4th Army's area of operation was relatively good, believing the penetration of German troops had been temporarily halted. The rebellions and desertions within the 4th Army had a significant effect on the confidence of the flanking 2nd and 7th Armies, and contributed to further withdrawals. This was particularly marked in the area of the 7th Army, which was forced to withdraw from the Drava on the night of 8/9 April due to the situation in the 4th Army on its right flank, leading to the loss of Maribor. ### 9 April #### Mura bridgeheads The Mura sector was quiet on 9 April. The 42nd ID took the 39th Infantry Regiment under command, but the 105th Infantry Regiment and 341st Reserve Regiment began to disintegrate due to desertions. Due to the situation on the right flank of the 42nd ID, 4th Army headquarters ordered it and Detachment Ormozki to withdraw from the Drava to behind the Bednja to conform to the line being held by the 27th ID on its immediate right flank. #### Zákány bridgehead On 9 April, the German XXXXVI Motorised Corps completed its preparations for full-scale offensive action by expanding its bridgehead at Zákány. The cavalry units continued to fight the Germans around Peteranec, but the left sector of the divisional front line began to disintegrate. The commander of the right sector, Pukovnik Mihailo Georgijević, ordered his troops to hold their positions and went to divisional headquarters to ask approval to discharge the Croats in his units. Marić would not inform 4th Army headquarters of this idea, so Georgijević went to Zagreb to speak to Petrović, and to further urge him to withdraw all troops that still wanted to fight to a line south of the Sava. According to Georgijević, Petrović ordered him to tell Marić to consider disarming his Croat troops, and to continue to hold positions on the line of the Bilogora, but to conduct a fighting withdrawal towards Zagreb and Sisak if the German pressure was too great. The intent of these orders was not implemented, as fifth-column elements changed the wording so that orders were issued to discharge Croat troops and to retreat towards Zagreb without fighting. About 09:00, Marić and Marković went to Zagreb to see Petrović, who ordered them to immediately return to their division and continue to resist the Germans. On the return journey, they encountered most of their division withdrawing towards Križevci, with the exception of the cavalry units still fighting north of Koprivnica. Marić halted the retreat, and established positions around Mali Grabičani, making his headquarters at Križevci. Georgijević dismissed his Croat troops and retreated with the rest of his force towards Zagreb, and the commander of the 104th Infantry Regiment discharged all his troops. In the afternoon, the hard-pressed cavalry units began to withdraw. About 14:00, the 2nd Cavalry Regiment withdrew to Novigrad Podravski via Bregi, but receiving a hostile reception from the Croat population, continued towards Bjelovar. About 18:00, the 1st Squadron of the 81st Cavalry Regiment withdrew via Koprivnica, reaching the rest of the division about 23:00. About 19:00, the Germans occupied Koprivnica without resistance. By evening, Marić's division numbered about 2,000 troops, the 36th Infantry Regiment and 81st Cavalry Regiment were widely dispersed, the 53rd Infantry Regiment had effectively ceased to exist, and his artillery regiment had only two horses to pull guns. The rebels in Bjelovar used the telegraph station and telephone exchange in the town to issue false orders to parts of the 104th Infantry Regiment directing them to withdraw from their positions. The rebels also contacted the Germans by telephone and sent representatives to meet the Germans at the Drava bridgeheads, to advise them that the roads had been cleared of obstacles, and Makanec invited them to enter Bjelovar. Nedeljković's threats to bomb the town did not materialise, and rebels and deserters began to converge on Bjelovar, bringing with them many Serb officers and soldiers who soon filled the town's jails. #### Barcs bridgehead On the morning of 9 April, the German bridgehead at Barcs had expanded to Lukač, 7 kilometres (4.3 mi) north of Virovitica. Following up the withdrawal of the divisional cavalry squadron, the Germans seized Suho Polje, west of Virovitica, cutting the main road to Slatina, and the rebel Croat troops at Bjelovar made contact with them. By 11:00, the 40th ID front line consisted of the 1st and 2nd Battalions of the 42nd Infantry Regiment and a troop of the divisional cavalry squadron on the right, and the 4th Battalion of the 42nd Infantry Regiment and a troop of the divisional cavalry on the left. The 3rd Battalion of the 42nd Infantry Regiment was held in depth. The left flank was screened by the rest of the divisional cavalry squadron deployed around Pitomača. The 89th Infantry Regiment, marching from its concentration area in Sisak, arrived at divisional headquarters at Pivnica Slavonska, to replace the 43rd Infantry Regiment, which had been transferred to the 17th ID. Other reinforcements included elements of the 4th Army anti-aircraft units sent from Lipik, but the divisional artillery regiment had not completed mobilisation. The rebels in Bjelovar issued false orders to the 1st Battalion of the 42nd Infantry Regiment, directing it to fall back to Bjelovar. At 11:15, Nedeljković arrived at divisional headquarters and shortly afterwards ordered Raketić to launch a counterattack on the German bridgehead at Barcs at dawn the following day. Nedeljković also visited Divizijski đeneral Dragoslav Milosavljević, the commander of the 17th ID on the right flank of the 4th Army; he tried to arrange support from the division during the pending attack, but the majority of that division's troops had yet to arrive from Bosnia, and all it was able to do was advance its left flank, stationing battalions in Čačinci and Crnac west of Slatina. The 40th ID spent the remainder of the day preparing for the counterattack, but were hindered by German artillery and air attacks. In an indication of the state of his division, during a visit to the front line, Raketić and his chief of staff were fired at by troops of the 42nd Infantry Regiment. #### Overall situation Elements of the 4th Army began to withdraw southwards on 9 April. On the night of 9/10 April, those Croats that had remained with their units also began to desert or turn on their commanders, and in the 40th ID, almost all the remaining troops were Serbs. Due to the increasing momentum of the revolt, Petrović concluded that the 4th Army was no longer an effective formation and could not resist the Germans. Maček issued a further ineffectual plea to calm the rebellion. On the evening of 9 April, Generaloberst Maximilian von Weichs, commander of the German 2nd Army, was ready to launch major offensive operations from the bridgeheads on the following day. His plan involved two main thrusts. The first would be spearheaded by the 14th Panzer Division of Generalmajor Friedrich Kühn breaking out of the Zákány bridgehead and driving towards Zagreb. The second would see Generalmajor Walter Neumann-Silkow's 8th Panzer Division break out of the Barcs bridgehead and turn east between the Drava and Sava to attack towards Belgrade. ### 10 April Early on 10 April, Pukovnik Franjo Nikolić, the head of the operations staff with the headquarters of the 1st Army Group, left his post and visited the senior Ustaše leader Slavko Kvaternik in Zagreb. He then returned to headquarters and redirected 4th Army units around Zagreb to either cease operations or deploy to innocuous positions. These actions reduced or eliminated armed resistance to the German advance. #### Fall of Varaždin About 09:45, the LI Infantry Corps began crossing the Drava, but construction of a bridge near Maribor was suspended because the river was in flood. Despite this, the 183rd Infantry Division managed to secure an alternative crossing point, and established a bridgehead. This crossing point was a partially destroyed bridge, guarded by a single platoon of the 1st Bicycle Battalion of Detachment Ormozki. This crossing, combined with the withdrawal of the 7th Army's 38th Infantry Division Dravska from the line Slovenska Bistrica–Ptuj, exposed the left flank of Detachment Ormozki. The Detachment attempted to withdraw south, but began to disintegrate during the night 10/11 April, and the 1st Bicycle Battalion left to return to Ljubljana. In the afternoon, the remaining elements of the 42nd ID also began to withdraw though Varaždinske Toplice to Novi Marof, leaving the Ustaše to take control of Varaždin. #### Zákány bridgehead On the same day, the 14th Panzer Division, supported by dive bombers, crossed the Drava and drove southwest towards Zagreb on snow-covered roads in extremely cold conditions. Initial air reconnaissance indicated large concentrations of Yugoslav troops on the divisional axis of advance, but these troops proved to be withdrawing towards Zagreb. Degraded by revolt and fifth-column activity, the 27th ID numbered about 2,000 effectives when the German attack began. The 14th Panzer Division vanguard reached their positions in the Bilogora range around 08:00, and the remnants of the division began withdrawing towards Križevci under heavy air attack. When they reached the town around 14:00, they were quickly encircled by German motorised troops that had outflanked them. The divisional headquarters staff escaped, but were captured a little further down the road at Bojnikovec. The remnants of the 2nd Cavalry Regiment had to fight their way towards Bjelovar, but were attacked by German tanks on the outskirts, captured and detained. The 14th Panzer Division continued its almost completely unopposed drive on Zagreb using two routes, Križevci – Dugo Selo – Zagreb and Bjelovar – Čazma – Ivanić-Grad – Zagreb. #### Fall of Zagreb About 17:45 on 10 April, Kvaternik and SS-Standartenführer Edmund Veesenmayer went to the radio station in Zagreb and Kvaternik proclaimed the creation of the Independent State of Croatia (Croatian: Nezavisna Država Hrvatska, NDH). The 35th Infantry Regiment of the 27th ID was disbanded by its commander when he heard news of the proclamation. By 19:30 on 10 April, lead elements of the 14th Panzer Division had reached the outskirts of Zagreb, having covered nearly 160 kilometres (100 miles) in a single day. By the time it entered Zagreb, the 14th Panzer Division was met by cheering crowds, and had captured 15,000 Yugoslav troops, including 22 generals. About 19:45, the 1st Army Group held a conference in Zagreb, just as German tanks were entering the city. Nedeljković told Petrović that he could no longer hold his positions, but despite this, Petrović ordered him to hold for at least 2–3 days to enable the withdrawal of the 7th Army to the Kupa river. Nedeljković replied that he no longer had an army, and suggested that all Serb officers and men be ordered back to form a defensive line along the Sava and Una rivers. Petrović refused to consider this, but ordered the 1st Cavalry Division to form a defensive line along the Sava between Jasenovac and Zagreb. #### Barcs bridgehead The 40th ID was battered by German artillery fire during the night of 9/10 April. Seriously depleted by desertion and weakened by revolt, it was unable to mount the ordered counterattack against the Barcs bridgehead on the morning of 10 April. The 42nd Infantry Regiment could muster only 600 men, and the 86th Infantry Regiment slightly more. The divisional cavalry squadron was also heavily reduced in strength, and divisional artillery amounted to one anti-aircraft battery. The border units, responsible for demolition tasks on the line from Bjelovar south to Čazma, refused to follow orders. Having abandoned the counterattack, Raketić decided to establish a defensive line at Pćelić to hinder German movement east towards Slatina. Soon after dawn, the main thrust of the XXXXVI Motorised Corps, consisting of the 8th Panzer Division leading Generalmajor Sigfrid Henrici's 16th Motorised Infantry Division, crossed the Drava at Barcs. Anti-tank fire destroyed a few of the lead tanks, but after the Germans reinforced their vanguard, the resistance of the 40th ID had been broken by noon. The remaining troops of the 42nd Infantry Regiment were either captured or fled into the hills to the south. Units of the 89th Infantry Regiment, which had been providing depth to the defensive position, began retreating south towards Slavonska Požega. Ustaše sympathisers and Yugoslav Volksdeutsche (ethnic German) troops either ran away or surrendered. By 13:30, the hard-pressed divisional cavalry squadron began to withdraw south towards Daruvar, attacking rebelling troops along their route. Raketić himself fled to Nova Gradiška via Voćin and Slavonska Požega, during which his car was again fired on by rebel troops. The 8th Panzer Division continued southeast between the Drava and Sava rivers, and meeting almost no further resistance, had reached Slatina by evening. Right flank elements of the 8th Panzer Division penetrated south into the Bilogora range, reaching Daruvar and Voćin by evening. #### Overall situation Late in the day, as the situation was becoming increasingly desperate throughout the country, Simović, who was both the Prime Minister and Yugoslav Chief of the General Staff, broadcast the following message: > All troops must engage the enemy wherever encountered and with every means at their disposal. Don't wait for direct orders from above, but act on your own and be guided by your judgement, initiative, and conscience. The XXXXVI Motorised Corps encountered little resistance from the 4th Army, particularly from the 27th ID and 40th ID, and by the evening of 10 April the whole 4th Army was disintegrating, and all aircraft of the 4th Air Reconnaissance Group had been destroyed. Petrović wanted to dismiss Marić as commander of the 27th ID due to suspicions that he was an Ustaše sympathiser, but could not identify a suitable replacement. About 23:00, German 2nd Army headquarters directed the 14th Panzer Division to penetrate past Zagreb towards Karlovac to link up with the Italian 2nd Army, and also directed the 8th Panzer Division and 16th Motorised Infantry Division to drive to the north of Belgrade to link up with the First Panzer Group which was thrusting towards Belgrade from the east. At midnight, 2nd Army headquarters declared that the Yugoslav northern front had been decisively defeated, and tasked corps engineer units to consolidate bridging across major rivers, particularly over the Sava at Brežice west of Zagreb to facilitate the advance of the 14th Panzer Division towards Karlovac. The main body units of the XXXXVI Motorised Corps moved forward to Virovitica and Slatina, and 2nd Army headquarters moved forward to establish itself in Maribor, protected by the 538th Frontier Guard Division. At midnight, Vietinghoff issued orders for the 8th Panzer Division to continue towards Belgrade via Osijek, but directed the 16th Motorised Infantry Division to thrust west as far as Sremska Mitrovica then turn south to drive towards Sarajevo via Zvornik. ### 11 April Held up by freezing weather and snow storms, LI Corps was approaching Zagreb from the north, and broke through a hastily established defensive line between Pregrada and Krapina. Bicycle-mounted troops of the 183rd Infantry Division turned east to secure Ustaše-controlled Varaždin. The German-installed NDH government called on all Croats to stop fighting, and in the evening, LI Infantry Corps entered Zagreb and relieved the 14th Panzer Division. On 11 April, Petrović and the staff of 1st Army Group headquarters were captured by Ustaše at Petrinja, and the rear area staff of 4th Army headquarters were captured by Ustaše at Topusko. The personnel of both headquarters were soon handed over to the Germans by their captors. Nedeljković and his operations staff escaped, and made their way to Prijedor. Other units were retreating into Bosnia, including two battalions and 2–3 artillery batteries from the 40th ID. Nedeljković attempted to deploy rear area units of the 17th ID into a defensive line along the Una at Bosanska Dubica, Bosanska Kostajnica, Bosanski Novi, Bosanska Krupa and Bihać, and called Sarajevo to request reinforcements. With his remaining troops, Raketić attempted to establish a defensive line along the Sava between Jasenovac and the mouth of the Vrbas. These efforts were significantly hampered by Ustaše propaganda. The 42nd ID and Detachment Ormozki were cut off north of Zagreb, and those elements that did not disperse to their homes withdrew into the Ivanšćica and Kalnik mountains. Leaders of a Slovene nationalist movement announced that they no longer recognised the Yugoslav government, and began to call for Slovene soldiers to cease fighting and return home, compounding the effect of Ustaše propaganda on Croat military personnel and accelerating the disintegration of Yugoslav forces. Elements of the 14th Panzer Division thrust west from Zagreb into the rear of the withdrawing 7th Army and captured Karlovac on 11 April. The break-up of the 4th Army and westward thrust of the 14th Panzer Division opened up the Bosnian interior to the Germans, and also threatened the left flank of the Yugoslav forces attempting to establish a defensive line along the Sava. The German orders for the following day were to pursue the remnants of the Yugoslav Army through Bosnia towards Sarajevo, where they would be met by the First Panzer Group attacking from the south and east. The 8th Panzer Division and 16th Motorised Infantry Division faced almost no resistance as they drove east towards Belgrade, capturing Našice, Osijek, Vinkovci and Vukovar during the day. On the night of 11/12 April, they captured Sremska Mitrovica, Ruma, and secured a crossing over the Danube via an undamaged bridge near Bogojevo. ### 12 April On 12 April, Nedeljković received orders direct from Simović that he was to defend the Bosanska Krajina region by holding the Germans along the Sava and Una, using a new 4th Army formed from the remnants of the 4th and 7th Armies. By this time the 4th Army amounted to about 250–300 infantry and twelve artillery pieces, divided between Bosanska Kostajnica, Bosanski Novi, Bihać and Prijedor. To delay the German advance, he was ordered to destroy all the bridges on the Una before withdrawing to a line on the Vrbas. The 14th Panzer Division swiftly captured Vrbosko, linking up with the Italians as they attacked down the Adriatic coast, thereby cutting off the remaining elements of the 7th Army. It was then ordered to split into three columns to pursue the Yugoslavs across Bosnia. The northern column headed for Doboj, the central column headed for Sarajevo, and the southern column drove towards Mostar in Herzegovina. About 18:00, Nedeljković received a telephone call from Simović and reported that Bosanska Dubica, Bosanski Novi and Prijedor had all fallen, but that the bridges on the Sava and Una would be demolished later that night, and that he and his remaining staff would be leaving at 20:00 for Jajce. By this time, Serb officers and soldiers were also deserting in significant numbers. ## Fate The following day, the northern column of the 14th Panzer Division drove via Glina and crossed the Una at both Bosanska Kostajnica and Bosanski Novi before continuing its push east. Elements of LI Infantry Corps also pushed east, establishing bridgeheads over the Kupa. A fragment of the 40th ID, numbering around 300 troops, which had been holding a position on the Sava at Bosanska Gradiška, retreated to Jajce via Banja Luka. When they arrived at Jajce, Nedeljković ordered them to take up blocking positions on the narrow Vrbas valley at Krupa on the road between Banja Luka and Mrkonjić Grad. The rear area units of the 17th ID were ordered to block the road from Kotor Varoš to Doboj. In response to Nedeljković's request for reinforcements, Simović had sent several units by rail via Tuzla. These included a cadet battalion and a company of the 27th Infantry Regiment, detached from the 1st Infantry Division Cerska. By the time the reinforcements arrived, Banja Luka had been evacuated in the face of German tanks and an Ustaše-led revolt. The cadet battalion was redirected to Ključ to block the road Ključ – Mrkonjić Grad – Jajce. Nedeljković did not have the option of withdrawing via Bugojno or Prozor as those towns had been taken over by the Ustaše. On 14 April, under pressure from the 14th Panzer Division, remnants of the 4th Army continued to withdraw towards Sarajevo via Jajce and Travnik. The cadet battalion at Ključ managed to briefly delay the German advance through Mrkonjić Grad, but were overcome by tanks and air attacks. The bridge at Jajce was demolished at 23:15, and Nedeljković withdrew his headquarters to Travnik. The remaining units of the 4th Army continued to disintegrate. The vanguard of the northern column of 14th Panzer Division surged forward to Teslić, the central column only reaching Jajce. Early on 15 April, the northern column of the 14th Panzer Division closed on Doboj, and after overcoming resistance around that town, arrived in Sarajevo at 20:45. Before noon, Nedeljković received orders that a ceasefire had been agreed, and that all 4th Army troops were to remain in place and not fire on German personnel. After a delay in locating appropriate signatories for the surrender document, the Yugoslav Supreme Command unconditionally surrendered in Belgrade effective at 12:00 on 18 April. Yugoslavia was then occupied and dismembered by the Axis powers; Germany, Italy, Hungary, Bulgaria and Albania all annexed parts of its territory. Almost all the Croat members of the 4th Army taken as prisoners of war were soon released by the Axis powers; 90 per cent of those held for the duration of the war were Serbs.
33,917
William the Conqueror
1,173,130,773
King of England, Duke of Normandy (c. 1028 – 1087)
[ "1020s births", "1087 deaths", "11th-century Dukes of Normandy", "11th-century French people", "11th-century monarchs of England", "Anglo-Normans", "British monarchs buried abroad", "Deaths by horse-riding accident in France", "English Roman Catholics", "English people of French descent", "French Roman Catholics", "House of Normandy", "Medieval child monarchs", "Norman conquest of England", "Norman warriors", "People from Falaise, Calvados", "Tower of London", "William the Conqueror", "Year of birth uncertain" ]
William I (c. 1028 – 9 September 1087), usually known as William the Conqueror and sometimes William the Bastard, was the first Norman king of England, reigning from 1066 until his death in 1087. A descendant of Rollo, he was Duke of Normandy from 1035 onward. By 1060, following a long struggle to establish his throne, his hold on Normandy was secure. In 1066, following the death of Edward the Confessor, William invaded England, leading an army of Normans to victory over the Anglo-Saxon forces of Harold Godwinson at the Battle of Hastings, and suppressed subsequent English revolts in what has become known as the Norman Conquest. The rest of his life was marked by struggles to consolidate his hold over England and his continental lands, and by difficulties with his eldest son, Robert Curthose. William was the son of the unmarried Duke Robert I of Normandy and his mistress Herleva. His illegitimate status and his youth caused some difficulties for him after he succeeded his father, as did the anarchy which plagued the first years of his rule. During his childhood and adolescence, members of the Norman aristocracy battled each other, both for control of the child duke, and for their own ends. In 1047, William was able to quash a rebellion and begin to establish his authority over the duchy, a process that was not complete until about 1060. His marriage in the 1050s to Matilda of Flanders provided him with a powerful ally in the neighbouring county of Flanders. By the time of his marriage, William was able to arrange the appointment of his supporters as bishops and abbots in the Norman church. His consolidation of power allowed him to expand his horizons, and he secured control of the neighbouring county of Maine by 1062. In the 1050s and early 1060s, William became a contender for the throne of England held by the childless Edward the Confessor, his first cousin once removed. There were other potential claimants, including the powerful English earl Harold Godwinson, whom Edward named as king on his deathbed in January 1066. Arguing that Edward had previously promised the throne to him and that Harold had sworn to support his claim, William built a large fleet and invaded England in September 1066. He decisively defeated and killed Harold at the Battle of Hastings on 14 October 1066. After further military efforts, William was crowned king on Christmas Day, 1066, in London. He made arrangements for the governance of England in early 1067 before returning to Normandy. Several unsuccessful rebellions followed, but William's hold was mostly secure on England by 1075, allowing him to spend the greater part of his reign in continental Europe. William's final years were marked by difficulties in his continental domains, troubles with his son, Robert, and threatened invasions of England by the Danes. In 1086, he ordered the compilation of the Domesday Book, a survey listing all of the land-holdings in England along with their pre-Conquest and current holders. He died in September 1087 while leading a campaign in northern France, and was buried in Caen. His reign in England was marked by the construction of castles, settling a new Norman nobility on the land, and change in the composition of the English clergy. He did not try to integrate his domains into one empire but continued to administer each part separately. His lands were divided after his death: Normandy went to Robert, and England went to his second surviving son, William Rufus. ## Background Norsemen first began raiding in what became Normandy in the late 8th century. Permanent Scandinavian settlement occurred before 911, when Rollo, one of the Viking leaders, and King Charles the Simple of France reached an agreement ceding the county of Rouen to Rollo. The lands around Rouen became the core of the later duchy of Normandy. Normandy may have been used as a base when Scandinavian attacks on England were renewed at the end of the 10th century, which would have worsened relations between England and Normandy. In an effort to improve matters, King Æthelred the Unready took Emma, sister of Richard II, Duke of Normandy, as his second wife in 1002. Danish raids on England continued, and Æthelred sought help from Richard, taking refuge in Normandy in 1013 when King Swein I of Denmark drove Æthelred and his family from England. Swein's death in 1014 allowed Æthelred to return home, but Swein's son Cnut contested Æthelred's return. Æthelred died unexpectedly in 1016, and Cnut became king of England. Æthelred and Emma's two sons, Edward and Alfred, went into exile in Normandy while their mother, Emma, became Cnut's second wife. After Cnut's death in 1035, the English throne fell to Harold Harefoot, his son by his first wife, while Harthacnut, his son by Emma, became king in Denmark. England remained unstable. Alfred returned to England in 1036 to visit his mother and perhaps to challenge Harold as king. One story implicates Earl Godwin of Wessex in Alfred's subsequent death, but others blame Harold. Emma went into exile in Flanders until Harthacnut became king following Harold's death in 1040, and his half-brother Edward followed Harthacnut to England; Edward was proclaimed king after Harthacnut's death in June 1042. ## Early life William was born in 1027 or 1028 at Falaise, Duchy of Normandy, most likely towards the end of 1028. He was the only son of Robert I, son of Richard II. His mother, Herleva, was a daughter of Fulbert of Falaise; he may have been a tanner or embalmer. Herleva was possibly a member of the ducal household, but did not marry Robert. She later married Herluin de Conteville, with whom she had two sons – Odo of Bayeux and Count Robert of Mortain – and a daughter whose name is unknown. One of Herleva's brothers, Walter, became a supporter and protector of William during his minority. Robert I also had a daughter, Adelaide, by another mistress. Robert I succeeded his elder brother Richard III as duke on 6 August 1027. The brothers had been at odds over the succession, and Richard's death was sudden. Robert was accused by some writers of killing Richard, a plausible but now unprovable charge. Conditions in Normandy were unsettled, as noble families despoiled the Church and Alan III of Brittany waged war against the duchy, possibly in an attempt to take control. By 1031 Robert had gathered considerable support from noblemen, many of whom would become prominent during William's life. They included the duke's uncle Robert, the archbishop of Rouen, who had originally opposed the duke; Osbern, a nephew of Gunnor the wife of Richard I; and Gilbert of Brionne, a grandson of Richard I. After his accession, Robert continued Norman support for the English princes Edward and Alfred, who were still in exile in northern France. There are indications that Robert may have been briefly betrothed to a daughter of King Cnut, but no marriage took place. It is unclear whether William would have been supplanted in the ducal succession if Robert had had a legitimate son. Earlier dukes had been illegitimate, and William's association with his father on ducal charters appears to indicate that William was considered Robert's most likely heir. In 1034 the duke decided to go on pilgrimage to Jerusalem. Although some of his supporters tried to dissuade him from undertaking the journey, he convened a council in January 1035 and had the assembled Norman magnates swear fealty to William as his heir before leaving for Jerusalem. He died in early July at Nicea, on his way back to Normandy. ## Duke of Normandy ### Challenges William faced several challenges on becoming duke, including his illegitimate birth and his youth: the evidence indicates that he was either seven or eight years old at the time. He enjoyed the support of his great-uncle, Archbishop Robert, as well as King Henry I of France, enabling him to succeed to his father's duchy. The support given to the exiled English princes in their attempt to return to England in 1036 shows that the new duke's guardians were attempting to continue his father's policies, but Archbishop Robert's death in March 1037 removed one of William's main supporters, and conditions in Normandy quickly descended into chaos. The anarchy in the duchy lasted until 1047, and control of the young duke was one of the priorities of those contending for power. At first, Alan of Brittany had custody of the duke, but when Alan died in either late 1039 or October 1040, Gilbert of Brionne took charge of William. Gilbert was killed within months, and another guardian, Turchetil, was also killed around the time of Gilbert's death. Yet another guardian, Osbern, was slain in the early 1040s in William's chamber while the duke slept. It was said that Walter, William's maternal uncle, was occasionally forced to hide the young duke in the houses of peasants, although this story may be an embellishment by Orderic Vitalis. The historian Eleanor Searle speculates that William was raised with the three cousins who later became important in his career – William fitzOsbern, Roger de Beaumont, and Roger of Montgomery. Although many of the Norman nobles engaged in their own private wars and feuds during William's minority, the viscounts still acknowledged the ducal government, and the ecclesiastical hierarchy was supportive of William. King Henry continued to support the young duke, but in late 1046 opponents of William came together in a rebellion centred in lower Normandy, led by Guy of Burgundy with support from Nigel, Viscount of the Cotentin, and Ranulf, Viscount of the Bessin. According to stories that may have legendary elements, an attempt was made to seize William at Valognes, but he escaped under cover of darkness, seeking refuge with King Henry. In early 1047 Henry and William returned to Normandy and were victorious at the Battle of Val-ès-Dunes near Caen, although few details of the actual fighting are recorded. William of Poitiers claimed that the battle was won mainly through William's efforts, but earlier accounts claim that King Henry's men and leadership also played an important part. William assumed power in Normandy, and shortly after the battle promulgated the Truce of God throughout his duchy, in an effort to limit warfare and violence by restricting the days of the year on which fighting was permitted. Although the Battle of Val-ès-Dunes marked a turning point in William's control of the duchy, it was not the end of his struggle to gain the upper hand over the nobility. The period from 1047 to 1054 saw almost continuous warfare, with lesser crises continuing until 1060. ### Consolidation of power William's next efforts were against Guy of Burgundy, who retreated to his castle at Brionne, which William besieged. After a long effort, the duke succeeded in exiling Guy in 1050. To address the growing power of the Count of Anjou, Geoffrey Martel, William joined with King Henry in a campaign against him, the last known cooperation between the two. They succeeded in capturing an Angevin fortress but accomplished little else. Geoffrey attempted to expand his authority into the county of Maine, especially after the death of Hugh IV of Maine in 1051. Central to the control of Maine were the holdings of the Bellême family, who held Bellême on the border of Maine and Normandy, as well as the fortresses at Alençon and Domfront. Bellême's overlord was the king of France, but Domfront was under the overlordship of Geoffrey Martel and Duke William was Alençon's overlord. The Bellême family, whose lands were quite strategically placed between their three different overlords, were able to play each of them against the other and secure virtual independence for themselves. On the death of Hugh of Maine, Geoffrey Martel occupied Maine in a move contested by William and King Henry; eventually, they succeeded in driving Geoffrey from the county, and in the process, William had been able to secure the Bellême family strongholds at Alençon and Domfront for himself. He was thus able to assert his overlordship over the Bellême family and compel them to act consistently with Norman interests. However, in 1052 the king and Geoffrey Martel made common cause against William at the same time as some Norman nobles began to contest William's increasing power. Henry's about-face was probably motivated by a desire to retain dominance over Normandy, which was now threatened by William's growing mastery of his duchy. William was engaged in military actions against his own nobles throughout 1053, as well as with the new Archbishop of Rouen, Mauger. In February 1054 the king and the Norman rebels launched a double invasion of the duchy. Henry led the main thrust through the county of Évreux, while the other wing, under the king's half-brother Odo, invaded eastern Normandy. William met the invasion by dividing his forces into two groups. The first, which he led, faced Henry. The second, which included some who became William's firm supporters, such as Robert, Count of Eu, Walter Giffard, Roger of Mortemer, and William de Warenne, faced the other invading force. This second force defeated the invaders at the Battle of Mortemer. In addition to ending both invasions, the battle allowed the duke's ecclesiastical supporters to depose Archbishop Mauger. Mortemer thus marked another turning point in William's growing control of the duchy, although his conflict with the French king and the Count of Anjou continued until 1060. Henry and Geoffrey led another invasion of Normandy in 1057 but were defeated by William at the Battle of Varaville. This was the last invasion of Normandy during William's lifetime. In 1058, William invaded the County of Dreux and took Tillières-sur-Avre and Thimert. Henry attempted to dislodge William, but the siege of Thimert dragged on for two years until Henry's death. The deaths of Count Geoffrey and the king in 1060 cemented the shift in the balance of power towards William. One factor in William's favour was his marriage to Matilda of Flanders, the daughter of Count Baldwin V of Flanders. The union was arranged in 1049, but Pope Leo IX forbade the marriage at the Council of Rheims in October 1049. The marriage nevertheless went ahead some time in the early 1050s, possibly unsanctioned by the pope. According to a late source not generally considered to be reliable, papal sanction was not secured until 1059, but as papal-Norman relations in the 1050s were generally good, and Norman clergy were able to visit Rome in 1050 without incident, it was probably secured earlier. Papal sanction of the marriage appears to have required the founding of two monasteries in Caen – one by William and one by Matilda. The marriage was important in bolstering William's status, as Flanders was one of the more powerful French territories, with ties to the French royal house and to the German emperors. Contemporary writers considered the marriage, which produced four sons and five or six daughters, to be a success. ### Appearance and character No authentic portrait of William has been found; the contemporary depictions of him on the Bayeux Tapestry and on his seals and coins are conventional representations designed to assert his authority. There are some written descriptions of a burly and robust appearance, with a guttural voice. He enjoyed excellent health until old age, although he became quite fat in later life. He was strong enough to draw bows that others were unable to pull and had great stamina. Geoffrey Martel described him as without equal as a fighter and as a horseman. Examination of William's femur, the only bone to survive when the rest of his remains were destroyed, showed he was approximately 5 feet 10 inches (1.78 m) in height. There are records of two tutors for William during the late 1030s and early 1040s, but the extent of his literary education is unclear. He was not known as a patron of authors, and there is little evidence that he sponsored scholarships or other intellectual activities. Orderic Vitalis records that William tried to learn to read Old English late in life, but he was unable to devote sufficient time to the effort and quickly gave up. William's main hobby appears to have been hunting. His marriage to Matilda appears to have been quite affectionate, and there are no signs that he was unfaithful to her – unusual in a medieval monarch. Medieval writers criticised William for his greed and cruelty, but his personal piety was universally praised by contemporaries. ### Norman administration Norman government under William was similar to the government that had existed under earlier dukes. It was a fairly simple administrative system, built around the ducal household, which consisted of a group of officers including stewards, butlers, and marshals. The duke travelled constantly around the duchy, confirming charters and collecting revenues. Most of the income came from the ducal lands, as well as from tolls and a few taxes. This income was collected by the chamber, one of the household departments. William cultivated close relations with the church in his duchy. He took part in church councils and made several appointments to the Norman episcopate, including the appointment of Maurilius as Archbishop of Rouen. Another important appointment was that of William's half-brother, Odo, as Bishop of Bayeux in either 1049 or 1050. He also relied on the clergy for advice, including Lanfranc, a non-Norman who rose to become one of William's prominent ecclesiastical advisors in the late 1040s and remained so throughout the 1050s and 1060s. William gave generously to the church; from 1035 to 1066, the Norman aristocracy founded at least twenty new monastic houses, including William's two monasteries in Caen, a remarkable expansion of religious life in the duchy. ## English and continental concerns In 1051 the childless King Edward of England appears to have chosen William as his successor. William was the grandson of Edward's maternal uncle, Richard II of Normandy. The Anglo-Saxon Chronicle, in the "D" version, states that William visited England in the later part of 1051, perhaps to secure confirmation of the succession, or perhaps William was attempting to secure aid for his troubles in Normandy. The trip is unlikely given William's absorption in warfare with Anjou at the time. Whatever Edward's wishes, it was likely that any claim by William would be opposed by Godwin, Earl of Wessex, a member of the most powerful family in England. Edward had married Edith, Godwin's daughter, in 1043, and Godwin appears to have been one of the main supporters of Edward's claim to the throne. By 1050, however, relations between the king and the earl had soured, culminating in a crisis in 1051 that led to the exile of Godwin and his family from England. It was during this exile that Edward offered the throne to William. Godwin returned from exile in 1052 with armed forces, and a settlement was reached between the king and the earl, restoring the earl and his family to their lands and replacing Robert of Jumièges, a Norman whom Edward had named Archbishop of Canterbury, with Stigand, the Bishop of Winchester. No English source mentions a supposed embassy by Archbishop Robert to William conveying the promise of the succession, and the two Norman sources that mention it, William of Jumièges and William of Poitiers, are not precise in their chronology of when this visit took place. Count Herbert II of Maine died in 1062, and William, who had betrothed his eldest son Robert to Herbert's sister Margaret, claimed the county through his son. Local nobles resisted the claim, but William invaded and by 1064 had secured control of the area. William appointed a Norman to the bishopric of Le Mans in 1065. He also allowed his son Robert Curthose to do homage to the new Count of Anjou, Geoffrey the Bearded. William's western border was thus secured, but his border with Brittany remained insecure. In 1064 William invaded Brittany in a campaign that remains obscure in its details. Its effect, though, was to destabilise Brittany, forcing the duke, Conan II, to focus on internal problems rather than on expansion. Conan's death in 1066 further secured William's borders in Normandy. William also benefited from his campaign in Brittany by securing the support of some Breton nobles who went on to support the invasion of England in 1066. In England, Earl Godwin died in 1053 and his sons were increasing in power: Harold succeeded to his father's earldom, and another son, Tostig, became Earl of Northumbria. Other sons were granted earldoms later: Gyrth as Earl of East Anglia in 1057 and Leofwine as Earl of Kent sometime between 1055 and 1057. Some sources claim that Harold took part in William's Breton campaign of 1064 and swore to uphold William's claim to the English throne at the end of the campaign, but no English source reports this trip, and it is unclear if it actually occurred. It may have been Norman propaganda designed to discredit Harold, who had emerged as the main contender to succeed King Edward. Meanwhile, another contender for the throne had emerged – Edward the Exile, son of Edmund Ironside and a grandson of Æthelred II, returned to England in 1057, and although he died shortly after his return, he brought with him his family, which included two daughters, Margaret and Christina, and a son, Edgar the Ætheling. In 1065 Northumbria revolted against Tostig, and the rebels chose Morcar, the younger brother of Edwin, Earl of Mercia, as earl in place of Tostig. Harold, perhaps to secure the support of Edwin and Morcar in his bid for the throne, supported the rebels and persuaded King Edward to replace Tostig with Morcar. Tostig went into exile in Flanders, along with his wife Judith, who was the daughter of Baldwin IV, Count of Flanders. Edward was ailing, and he died on 5 January 1066. It is unclear what exactly happened at Edward's deathbed. One story, deriving from the Vita Ædwardi, a biography of Edward, claims that he was attended by his wife Edith, Harold, Archbishop Stigand, and Robert FitzWimarc, and that the king named Harold as his successor. The Norman sources do not dispute the fact that Harold was named as the next king, but they declare that Harold's oath and Edward's earlier promise of the throne could not be changed on Edward's deathbed. Later English sources stated that Harold had been elected as king by the clergy and magnates of England. ## Invasion of England ### Harold's preparations Harold was crowned on 6 January 1066 in Edward's new Norman-style Westminster Abbey, although some controversy surrounds who performed the ceremony. English sources claim that Ealdred, the Archbishop of York, performed the ceremony, while Norman sources state that the coronation was performed by Stigand, who was considered a non-canonical archbishop by the papacy. Harold's claim to the throne was not entirely secure, as there were other claimants, perhaps including his exiled brother Tostig. King Harald Hardrada of Norway also had a claim to the throne as the uncle and heir of King Magnus I, who had made a pact with Harthacnut in about 1040 that if either Magnus or Harthacnut died without heirs, the other would succeed. The last claimant was William of Normandy, against whose anticipated invasion King Harold Godwinson made most of his preparations. Harold's brother Tostig made probing attacks along the southern coast of England in May 1066, landing at the Isle of Wight using a fleet supplied by Baldwin of Flanders. Tostig appears to have received little local support, and further raids into Lincolnshire and near the Humber met with no more success, so he retreated to Scotland, where he remained for a time. According to the Norman writer William of Jumièges, William had meanwhile sent an embassy to King Harold Godwinson to remind Harold of his oath to support William's claim, although whether this embassy actually occurred is unclear. Harold assembled an army and a fleet to repel William's anticipated invasion force, deploying troops and ships along the English Channel for most of the summer. ### William's preparations William of Poitiers describes a council called by Duke William, in which the writer gives an account of a great debate that took place between William's nobles and supporters over whether to risk an invasion of England. Although some sort of formal assembly probably was held, it is unlikely that any debate took place, as the duke had by then established control over his nobles, and most of those assembled would have been anxious to secure their share of the rewards from the conquest of England. William of Poitiers also relates that the duke obtained the consent of Pope Alexander II for the invasion, along with a papal banner. The chronicler also claimed that the duke secured the support of Henry IV, Holy Roman Emperor, and King Sweyn II of Denmark. Henry was still a minor, however, and Sweyn was more likely to support Harold, who could then help Sweyn against the Norwegian king, so these claims should be treated with caution. Although Alexander did give papal approval to the conquest after it succeeded, no other source claims papal support prior to the invasion. Events after the invasion, which included the penance William performed and statements by later popes, do lend circumstantial support to the claim of papal approval. To deal with Norman affairs, William put the government of Normandy into the hands of his wife for the duration of the invasion. Throughout the summer, William assembled an army and an invasion fleet in Normandy. Although William of Jumièges's claim that the ducal fleet numbered 3,000 ships is clearly an exaggeration, it was probably large and mostly built from scratch. Although William of Poitiers and William of Jumièges disagree about where the fleet was built – Poitiers states it was constructed at the mouth of the River Dives, while Jumièges states it was built at Saint-Valery-sur-Somme – both agree that it eventually sailed from Valery-sur-Somme. The fleet carried an invasion force that included, in addition to troops from William's own territories of Normandy and Maine, large numbers of mercenaries, allies, and volunteers from Brittany, northeastern France, and Flanders, together with smaller numbers from other parts of Europe. Although the army and fleet were ready by early August, adverse winds kept the ships in Normandy until late September. There were probably other reasons for William's delay, including intelligence reports from England revealing that Harold's forces were deployed along the coast. William would have preferred to delay the invasion until he could make an unopposed landing. Harold kept his forces on alert throughout the summer, but with the arrival of the harvest season he disbanded his army on 8 September. ### Tostig and Hardrada's invasion Tostig Godwinson and Harald Hardrada invaded Northumbria in September 1066 and defeated the local forces under Morcar and Edwin at the Battle of Fulford near York. King Harold received word of their invasion and marched north, defeating the invaders and killing Tostig and Hardrada on 25 September at the Battle of Stamford Bridge. The Norman fleet finally set sail two days later, landing in England at Pevensey Bay on 28 September. William then moved to Hastings, a few miles to the east, where he built a castle as a base of operations. From there, he ravaged the interior and waited for Harold's return from the north, refusing to venture far from the sea, his line of communication with Normandy. ### Battle of Hastings After defeating Harald Hardrada and Tostig, Harold left much of his army in the north, including Morcar and Edwin, and marched the rest south to deal with the threatened Norman invasion. He probably learned of William's landing while he was travelling south. Harold stopped in London, and was there for about a week before marching to Hastings, so it is likely that he spent about a week on his march south, averaging about 27 miles (43 kilometres) per day, for the distance of approximately 200 miles (320 kilometres). Although Harold attempted to surprise the Normans, William's scouts reported the English arrival to the duke. The exact events preceding the battle are obscure, with contradictory accounts in the sources, but all agree that William led his army from his castle and advanced towards the enemy. Harold had taken a defensive position at the top of Senlac Hill (present-day Battle, East Sussex), about 6 miles (9.7 kilometres) from William's castle at Hastings. The battle began at about 9 am on 14 October and lasted all day, but while a broad outline is known, the exact events are obscured by contradictory accounts in the sources. Although the numbers on each side were about equal, William had both cavalry and infantry, including many archers, while Harold had only foot soldiers and few, if any, archers. The English soldiers formed up as a shield wall along the ridge and were at first so effective that William's army was thrown back with heavy casualties. Some of William's Breton troops panicked and fled, and some of the English troops appear to have pursued the fleeing Bretons until they themselves were attacked and destroyed by Norman cavalry. During the Bretons' flight, rumours swept through the Norman forces that the duke had been killed, but William succeeded in rallying his troops. Two further Norman retreats were feigned, to once again draw the English into pursuit and expose them to repeated attacks by the Norman cavalry. The available sources are more confused about events in the afternoon, but it appears that the decisive event was Harold's death, about which differing stories are told. William of Jumièges claimed that Harold was killed by the duke. The Bayeux Tapestry has been claimed to show Harold's death by an arrow to the eye, but that may be a later reworking of the tapestry to conform to 12th-century stories in which Harold was slain by an arrow wound to the head. Harold's body was identified the day after the battle, either through his armour or marks on his body. The English dead, who included some of Harold's brothers and his housecarls, were left on the battlefield. Gytha Thorkelsdóttir, Harold's mother, offered the victorious duke the weight of her son's body in gold for its custody, but her offer was refused. William ordered that the body was to be thrown into the sea, but whether that took place is unclear. Waltham Abbey, which had been founded by Harold, later claimed that his body had been secretly buried there. ### March on London William may have hoped the English would surrender following his victory, but they did not. Instead, some of the English clergy and magnates nominated Edgar the Ætheling as king, though their support for Edgar was only lukewarm. After waiting a short while, William secured Dover, parts of Kent, and Canterbury, while also sending a force to capture Winchester, where the royal treasury was. These captures secured William's rear areas and also his line of retreat to Normandy, if that was needed. William then marched to Southwark, across the Thames from London, which he reached in late November. Next, he led his forces around the south and west of London, burning along the way. He finally crossed the Thames at Wallingford in early December. Stigand submitted to William there, and when the duke moved on to Berkhamsted soon afterwards, Edgar the Ætheling, Morcar, Edwin, and Ealdred also submitted. William then sent forces into London to construct a castle; he was crowned at Westminster Abbey on Christmas Day 1066. ## Consolidation ### First actions William remained in England after his coronation and tried to reconcile the native magnates. The remaining earls – Edwin (of Mercia), Morcar (of Northumbria), and Waltheof (of Northampton) – were confirmed in their lands and titles. Waltheof was married to William's niece Judith, daughter of his half-sister Adelaide, and a marriage between Edwin and one of William's daughters was proposed. Edgar the Ætheling also appears to have been given lands. Ecclesiastical offices continued to be held by the same bishops as before the invasion, including the uncanonical Stigand. But the families of Harold and his brothers lost their lands, as did some others who had fought against William at Hastings. By March, William was secure enough to return to Normandy, but he took with him Stigand, Morcar, Edwin, Edgar, and Waltheof. He left his half-brother Odo, the Bishop of Bayeux, in charge of England along with another influential supporter, William fitzOsbern, the son of his former guardian. Both men were also named to earldoms – fitzOsbern to Hereford (or Wessex) and Odo to Kent. Although he put two Normans in overall charge, he retained many of the native English sheriffs. Once in Normandy the new English king went to Rouen and the Abbey of Fecamp, and then attended the consecration of new churches at two Norman monasteries. While William was in Normandy, a former ally, Eustace, the Count of Boulogne, invaded at Dover but was repulsed. English resistance had also begun, with Eadric the Wild attacking Hereford and revolts at Exeter, where Harold's mother Gytha was a focus of resistance. FitzOsbern and Odo found it difficult to control the native population and undertook a programme of castle building to maintain their hold on the kingdom. William returned to England in December 1067 and marched on Exeter, which he besieged. The town held out for 18 days, and after it fell to William he built a castle to secure his control. Harold's sons were meanwhile raiding the southwest of England from a base in Ireland. Their forces landed near Bristol but were defeated by Eadnoth. By Easter, William was at Winchester, where he was soon joined by his wife Matilda, who was crowned in May 1068. ### English resistance In 1068 Edwin and Morcar revolted, supported by Gospatric, Earl of Northumbria. The chronicler Orderic Vitalis states that Edwin's reason for revolting was that the proposed marriage between himself and one of William's daughters had not taken place, but another reason probably included the increasing power of fitzOsbern in Herefordshire, which affected Edwin's power within his own earldom. The king marched through Edwin's lands and built Warwick Castle. Edwin and Morcar submitted, but William continued on to York, building York and Nottingham Castles before returning south. On his southbound journey, he began constructing Lincoln, Huntingdon, and Cambridge Castles. William placed supporters in charge of these new fortifications – among them William Peverel at Nottingham and Henry de Beaumont at Warwick. Then the king returned to Normandy late in 1068. Early in 1069, Edgar the Ætheling rose in revolt and attacked York. Although William returned to York and built another castle, Edgar remained free, and in the autumn he joined up with King Sweyn. The Danish king had brought a large fleet to England and attacked not only York but Exeter and Shrewsbury. York was captured by the combined forces of Edgar and Sweyn. Edgar was proclaimed king by his supporters. William responded swiftly, ignoring a continental revolt in Maine, and symbolically wore his crown in the ruins of York on Christmas Day 1069. He then proceeded to buy off the Danes. He marched to the River Tees, ravaging the countryside as he went. Edgar, having lost much of his support, fled to Scotland, where King Malcolm III was married to Edgar's sister Margaret. Waltheof, who had joined the revolt, submitted, along with Gospatric, and both were allowed to retain their lands. But William was not finished; he marched over the Pennines during the winter and defeated the remaining rebels at Shrewsbury before building Chester and Stafford Castles. This campaign, which included the burning and destruction of part of the countryside that the royal forces marched through, is usually known as the "Harrying of the North"; it was over by April 1070, when William wore his crown ceremonially for Easter at Winchester. ### Church affairs While at Winchester in 1070, William met with three papal legates – John Minutus, Peter, and Ermenfrid of Sion – who had been sent by the pope. The legates ceremonially crowned William during the Easter court. The historian David Bates sees this coronation as the ceremonial papal "seal of approval" for William's conquest. The legates and the king then proceeded to hold a series of ecclesiastical councils dedicated to reforming and reorganising the English church. Stigand and his brother, Æthelmær, the Bishop of Elmham, were deposed from their bishoprics. Some of the native abbots were also deposed, both at the council held near Easter and at a further one near Whitsun. The Whitsun council saw the appointment of Lanfranc as the new Archbishop of Canterbury, and Thomas of Bayeux as the new Archbishop of York, to replace Ealdred, who had died in September 1069. William's half-brother Odo perhaps expected to be appointed to Canterbury, but William probably did not wish to give that much power to a family member. Another reason for the appointment may have been pressure from the papacy to appoint Lanfranc. Norman clergy were appointed to replace the deposed bishops and abbots, and at the end of the process, only two native English bishops remained in office, along with several continental prelates appointed by Edward the Confessor. In 1070 William also founded Battle Abbey, a new monastery at the site of the Battle of Hastings, partly as a penance for the deaths in the battle and partly as a memorial to the dead. At an ecclesiastical council held in Lillebonne in 1080, he was confirmed in his ultimate authority over the Norman church. ## Troubles in England and on the Continent ### Danish raids and rebellion Although Sweyn had promised to leave England, he returned in early 1070, raiding along the Humber and East Anglia toward the Isle of Ely, where he joined up with Hereward the Wake, a local thegn. Hereward's forces attacked Peterborough Abbey, which they captured and looted. William was able to secure the departure of Sweyn and his fleet in 1070, allowing him to return to the continent to deal with troubles in Maine, where the town of Le Mans had revolted in 1069. Another concern was the death of Count Baldwin VI of Flanders in July 1070, which led to a succession crisis as his widow, Richilde, was ruling for their two young sons, Arnulf and Baldwin. Her rule was contested by Robert, Baldwin's brother. Richilde proposed marriage to William fitzOsbern, who was in Normandy, and fitzOsbern accepted. But after he was killed in February 1071 at the Battle of Cassel, Robert became count. He was opposed to King William's power on the continent, thus the Battle of Cassel upset the balance of power in northern France as well as costing William an important supporter. In 1071 William defeated the last rebellion of the north. Earl Edwin was betrayed by his own men and killed, while William built a causeway to subdue the Isle of Ely, where Hereward the Wake and Morcar were hiding. Hereward escaped, but Morcar was captured, deprived of his earldom, and imprisoned. In 1072 William invaded Scotland, defeating Malcolm, who had recently invaded the north of England. William and Malcolm agreed to peace by signing the Treaty of Abernethy, and Malcolm probably gave up his son Duncan as a hostage for the peace. Perhaps another stipulation of the treaty was the expulsion of Edgar the Ætheling from Malcolm's court. William then turned his attention to the continent, returning to Normandy in early 1073 to deal with the invasion of Maine by Fulk le Rechin, the Count of Anjou. With a swift campaign, William seized Le Mans from Fulk's forces, completing the campaign by 30 March 1073. This made William's power more secure in northern France, but the new count of Flanders accepted Edgar the Ætheling into his court. Robert also married his half-sister Bertha to King Philip I of France, who was opposed to Norman power. William returned to England to release his army from service in 1073 but quickly returned to Normandy, where he spent all of 1074. He left England in the hands of his supporters, including Richard fitzGilbert and William de Warenne, as well as Lanfranc. William's ability to leave England for an entire year was a sign that he felt that his control of the kingdom was secure. While William was in Normandy, Edgar the Ætheling returned to Scotland from Flanders. The French king, seeking a focus for those opposed to William's power, then proposed that Edgar be given the castle of Montreuil-sur-Mer on the Channel, which would have given Edgar a strategic advantage against William. However, Edgar was forced to submit to William shortly thereafter, and he returned to William's court. Philip, although thwarted in this attempt, turned his attentions to Brittany, leading to a revolt in 1075. ### Revolt of the Earls In 1075, during William's absence, Ralph de Gael, the Earl of Norfolk, and Roger de Breteuil, the Earl of Hereford, conspired to overthrow William in the "Revolt of the Earls". Ralph was at least part Breton and had spent most of his life prior to 1066 in Brittany, where he still had lands. Roger was a Norman, son of William fitzOsbern, but had inherited less authority than his father held. Ralph's authority seems also to have been less than his predecessors in the earldom, and this was likely the cause of his involvement in the revolt. The exact reason for the rebellion is unclear, but it was launched at the wedding of Ralph to a relative of Roger, held at Exning in Suffolk. Waltheof, the earl of Northumbria, although one of William's favourites, was also involved, and there were some Breton lords who were ready to rebel in support of Ralph and Roger. Ralph also requested Danish aid. William remained in Normandy while his men in England subdued the revolt. Roger was unable to leave his stronghold in Herefordshire because of efforts by Wulfstan, the Bishop of Worcester, and Æthelwig, the Abbot of Evesham. Ralph was bottled up in Norwich Castle by the combined efforts of Odo of Bayeux, Geoffrey de Montbray, Richard fitzGilbert, and William de Warenne. Ralph eventually left Norwich in the control of his wife and left England, finally ending up in Brittany. Norwich was besieged and surrendered, with the garrison allowed to go to Brittany. Meanwhile, the Danish king's brother, Cnut, had finally arrived in England with a fleet of 200 ships, but he was too late as Norwich had already surrendered. The Danes then raided along the coast before returning home. William returned to England later in 1075 to deal with the Danish threat, leaving his wife Matilda in charge of Normandy. He celebrated Christmas at Winchester and dealt with the aftermath of the rebellion. Roger and Waltheof were kept in prison, where Waltheof was executed in May 1076. Before this, William had returned to the continent, where Ralph had continued the rebellion from Brittany. ### Troubles at home and abroad Earl Ralph had secured control of the castle at Dol, and in September 1076 William advanced into Brittany and laid siege to the castle. King Philip of France later relieved the siege and defeated William at the Battle of Dol in 1076, forcing him to retreat back to Normandy. Although this was William's first defeat in battle, it did little to change things. An Angevin attack on Maine was defeated in late 1076 or 1077, with Count Fulk le Rechin wounded in the unsuccessful attack. More serious was the retirement of Simon de Crépy, the Count of Amiens, to a monastery. Before he became a monk, Simon handed his county of the Vexin over to King Philip. The Vexin was a buffer state between Normandy and the lands of the French king, and Simon had been a supporter of William. William was able to make peace with Philip in 1077 and secured a truce with Count Fulk in late 1077 or early 1078. In late 1077 or early 1078 trouble began between William and his eldest son, Robert. Although Orderic Vitalis describes it as starting with a quarrel between Robert and his two younger brothers, William and Henry, including a story that the quarrel was started when William and Henry threw water at Robert, it is much more likely that Robert was feeling powerless. Orderic relates that he had previously demanded control of Maine and Normandy and had been rebuffed. The trouble in 1077 or 1078 resulted in Robert leaving Normandy accompanied by a band of young men, many of them the sons of William's supporters. Included among them were Robert of Belleme, William de Breteuil, and Roger, the son of Richard fitzGilbert. This band of young men went to the castle at Remalard, where they proceeded to raid into Normandy. The raiders were supported by many of William's continental enemies. William immediately attacked the rebels and drove them from Remalard, but King Philip gave them the castle at Gerberoi, where they were joined by new supporters. William then laid siege to Gerberoi in January 1079. After three weeks, the besieged forces sallied from the castle and managed to take the besiegers by surprise. William was unhorsed by Robert and was only saved from death by an Englishman, Toki son of Wigod, who was himself killed. William's forces were forced to lift the siege, and the king returned to Rouen. By 12 April 1080, William and Robert had reached an accommodation, with William once more affirming that Robert would receive Normandy when he died. Word of William's defeat at Gerberoi stirred up difficulties in northern England. In August and September 1079 King Malcolm of Scots raided south of the River Tweed, devastating the land between the River Tees and the Tweed in a raid that lasted almost a month. The lack of Norman response appears to have caused the Northumbrians to grow restive, and in the spring of 1080 they rebelled against the rule of Walcher, the Bishop of Durham and Earl of Northumbria. Walcher was killed on 14 May 1080, and the king dispatched his half-brother Odo to deal with the rebellion. William departed Normandy in July 1080, and in the autumn his son Robert was sent on a campaign against the Scots. Robert raided into Lothian and forced Malcolm to agree to terms, building a fortification (the 'new castle') at Newcastle upon Tyne while returning to England. The king was at Gloucester for Christmas 1080 and at Winchester for Whitsun in 1081, ceremonially wearing his crown on both occasions. A papal embassy arrived in England during this period, asking that William do fealty for England to the papacy, a request that he rejected. William also visited Wales in 1081, although the English and the Welsh sources differ on the exact purpose of the visit. The Anglo-Saxon Chronicle states that it was a military campaign, but Welsh sources record it as a pilgrimage to St Davids in honour of Saint David. William's biographer David Bates argues that the former explanation is more likely, explaining that the balance of power had recently shifted in Wales and that William would have wished to take advantage of the changed circumstances to extend Norman power. By the end of 1081, William was back on the continent, dealing with disturbances in Maine. Although he led an expedition into Maine, the result was instead a negotiated settlement arranged by a papal legate. ### Last years Sources for William's actions between 1082 and 1084 are meagre. According to the historian David Bates, this probably means that little of note happened, and that because William was on the continent, there was nothing for the Anglo-Saxon Chronicle to record. In 1082 William ordered the arrest of his half-brother Odo. The exact reasons are unclear, as no contemporary author recorded what caused the quarrel between the half-brothers. Orderic Vitalis later recorded that Odo had aspirations to become pope. Orderic also related that Odo had attempted to persuade some of William's vassals to join Odo in an invasion of southern Italy. This would have been considered tampering with the king's authority over his vassals, which William would not have tolerated. Although Odo remained in confinement for the rest of William's reign, his lands were not confiscated. More difficulties struck in 1083 when William's son Robert rebelled once more with support from the French king. A further blow was the death of Queen Matilda on 2 November 1083. William was always described as close to his wife, and her death would have added to his problems. Maine continued to be difficult, with a rebellion by Hubert de Beaumont-au-Maine, probably in 1084. Hubert was besieged in his castle at Sainte-Suzanne by William's forces for at least two years, but he eventually made his peace with the king and was restored to favour. William's movements during 1084 and 1085 are unclear – he was in Normandy at Easter 1084 but may have been in England before then to collect the danegeld assessed that year for the defence of England against an invasion by King Cnut IV of Denmark. Although English and Norman forces remained on alert throughout 1085 and into 1086, the invasion threat was ended by Cnut's death in July 1086. ## William as king ### Changes in England As part of his efforts to secure England, William ordered many castles, keeps, and mottes built – among them the central keep of the Tower of London, the White Tower. These fortifications allowed Normans to retreat into safety when threatened with rebellion and allowed garrisons to be protected while they occupied the countryside. The early castles were simple earth and timber constructions, later replaced with stone structures. At first, most of the newly settled Normans kept household knights and did not settle their retainers with fiefs of their own, but gradually these household knights came to be granted lands of their own, a process known as subinfeudation. William also required his newly created magnates to contribute fixed quotas of knights towards not only military campaigns but also castle garrisons. This method of organising the military forces was a departure from the pre-Conquest English practice of basing military service on territorial units such as the hide. By William's death, after weathering a series of rebellions, most of the native Anglo-Saxon aristocracy had been replaced by Norman and other continental magnates. Not all of the Normans who accompanied William in the initial conquest acquired large amounts of land in England. Some appear to have been reluctant to take up lands in a kingdom that did not always appear pacified. Although some of the newly rich Normans in England came from William's close family or from the upper Norman nobility, others were from relatively humble backgrounds. William granted some lands to his continental followers from the holdings of one or more specific Englishmen; at other times, he granted a compact grouping of lands previously held by many different Englishmen to one Norman follower, often to allow for the consolidation of lands around a strategically placed castle. The medieval chronicler William of Malmesbury says that the king also seized and depopulated many miles of land (36 parishes), turning it into the royal New Forest region to support his enthusiastic enjoyment of hunting. Modern historians have come to the conclusion that the New Forest depopulation was greatly exaggerated. Most of the lands of the New Forest are poor agricultural lands, and archaeological and geographic studies have shown that it was likely sparsely settled when it was turned into a royal forest. William was known for his love of hunting, and he introduced the forest law into areas of the country, regulating who could hunt and what could be hunted. ### Administration After 1066, William did not attempt to integrate his separate domains into one unified realm with one set of laws. His seal from after 1066, of which six impressions still survive, was made for him after he conquered England and stressed his role as king, while separately mentioning his role as duke. When in Normandy, William acknowledged that he owed fealty to the French king, but in England no such acknowledgement was made – further evidence that the various parts of William's lands were considered separate. The administrative machinery of Normandy, England, and Maine continued to exist separate from the other lands, with each one retaining its own forms. For example, England continued the use of writs, which were not known on the continent. Also, the charters and documents produced for the government in Normandy differed in formulas from those produced in England. William took over an English government that was more complex than the Norman system. England was divided into shires or counties, which were further divided into either hundreds or wapentakes. Each shire was administered by a royal official called a sheriff, who roughly had the same status as a Norman viscount. A sheriff was responsible for royal justice and collecting royal revenue. To oversee his expanded domain, William was forced to travel even more than he had as duke. He crossed back and forth between the continent and England at least 19 times between 1067 and his death. William spent most of his time in England between the Battle of Hastings and 1072, and after that, he spent the majority of his time in Normandy. Government was still centred on William's household; when he was in one part of his realms, decisions would be made for other parts of his domains and transmitted through a communication system that made use of letters and other documents. William also appointed deputies who could make decisions while he was absent, especially if the absence was expected to be lengthy. Usually, this was a member of William's close family – frequently his half-brother Odo or his wife Matilda. Sometimes deputies were appointed to deal with specific issues. William continued the collection of Danegeld, a land tax. This was an advantage for William, as it was the only universal tax collected by western European rulers during this period. It was an annual tax based on the value of landholdings, and it could be collected at differing rates. Most years saw the rate of two shillings per hide, but in crises, it could be increased to as much as six shillings per hide. Coinage across his domains continued to be minted in different cycles and styles. English coins were generally of high silver content, with high artistic standards, and were required to be re-minted every three years. Norman coins had a much lower silver content, were often of poor artistic quality, and were rarely re-minted. Also, in England, no other coinage was allowed, while on the continent other coinage was considered legal tender. Nor is there evidence that many English pennies were circulating in Normandy, which shows little attempt to integrate the monetary systems of England and Normandy. Besides taxation, William's large landholdings throughout England strengthened his rule. As King Edward's heir, he controlled all of the former royal lands. He also retained control of much of the lands of Harold and his family, which made the king the largest secular landowner in England by a wide margin. ### Domesday Book At Christmas 1085, William ordered the compilation of a survey of the landholdings held by himself and by his vassals throughout his kingdom, organised by counties. It resulted in a work now known as the Domesday Book. The listing for each county gives the holdings of each landholder, grouped by owners. The listings describe the holding, who owned the land before the Conquest, its value, what the tax assessment was, and usually the number of peasants, ploughs, and any other resources the holding had. Towns were listed separately. All the English counties south of the River Tees and River Ribble are included, and the whole work seems to have been mostly completed by 1 August 1086, when the Anglo-Saxon Chronicle records that William received the results and that all the chief magnates swore the Salisbury Oath, a renewal of their oaths of allegiance. William's exact motivation in ordering the survey is unclear, but it probably had several purposes, such as making a record of feudal obligations and justifying increased taxation. ## Death and aftermath William left England towards the end of 1086. Following his arrival back on the continent he married his daughter Constance to Duke Alan of Brittany, in furtherance of his policy of seeking allies against the French kings. William's son Robert, still allied with the French king, appears to have been active in stirring up trouble, enough so that William led an expedition against the French Vexin in July 1087. While seizing Mantes, William either fell ill or was injured by the pommel of his saddle. He was taken to the priory of Saint Gervase at Rouen, where he died on 9 September 1087. Knowledge of the events preceding his death is confused because there are two different accounts. Orderic Vitalis preserves a lengthy account, complete with speeches made by many of the principals, but this is likely more of an account of how a king should die than of what actually happened. The other, the De obitu Willelmi, or On the Death of William, has been shown to be a copy of two 9th-century accounts with names changed. William left Normandy to Robert, and the custody of England was given to William's second surviving son, also called William, on the assumption that he would become king. The youngest son, Henry, received money. After entrusting England to his second son, the elder William sent the younger William back to England on 7 or 8 September, bearing a letter to Lanfranc ordering the archbishop to aid the new king. Other bequests included gifts to the Church and money to be distributed to the poor. William also ordered that all of his prisoners be released, including his half-brother Odo. Disorder followed William's death; everyone who had been at his deathbed left the body at Rouen and hurried off to attend to their own affairs. Eventually, the clergy of Rouen arranged to have the body sent to Caen, where William had desired to be buried in his foundation of the Abbaye-aux-Hommes. The funeral, attended by the bishops and abbots of Normandy as well as his son Henry, was disturbed by the assertion of a citizen of Caen who alleged that his family had been illegally despoiled of the land on which the church was built. After hurried consultations, the allegation was shown to be true, and the man was compensated. A further indignity occurred when the corpse was lowered into the tomb. The corpse was too large for the space, and when attendants forced the body into the tomb it burst, spreading a disgusting odour throughout the church. William's grave is currently marked by a marble slab with a Latin inscription dating from the early 19th century. The tomb has been disturbed several times since 1087, the first time in 1522 when the grave was opened on orders from the papacy. The intact body was restored to the tomb at that time, but in 1562, during the French Wars of Religion, the grave was reopened and the bones scattered and lost, with the exception of one thigh bone. This lone relic was reburied in 1642 with a new marker, which was replaced 100 years later with a more elaborate monument. This tomb was again destroyed during the French Revolution but was eventually replaced with the current ledger stone. ## Legacy The immediate consequence of William's death was a war between his sons Robert and William over control of England and Normandy. Even after the younger William's death in 1100 and the succession of his youngest brother Henry as king, Normandy and England remained contested between the brothers until Robert's capture by Henry at the Battle of Tinchebray in 1106. The difficulties over the succession led to a loss of authority in Normandy, with the aristocracy regaining much of the power they had lost to the elder William. His sons also lost much of their control over Maine, which revolted in 1089 and managed to remain mostly free of Norman influence thereafter. The impact on England of William's conquest was profound; changes in the Church, aristocracy, culture, and language of the country have persisted into modern times. The Conquest brought the kingdom into closer contact with France and forged ties between France and England that lasted throughout the Middle Ages. Another consequence of William's invasion was the sundering of the formerly close ties between England and Scandinavia. William's government blended elements of the English and Norman systems into a new one that laid the foundations of the later medieval English kingdom. How abrupt and far-reaching the changes were is still a matter of debate among historians, with some such as Richard Southern claiming that the Conquest was the single most radical change in European history between the Fall of Rome and the 20th century. Others, such as H. G. Richardson and G. O. Sayles, see the changes brought about by the Conquest as much less radical than Southern suggests. The historian Eleanor Searle describes William's invasion as "a plan that no ruler but a Scandinavian would have considered". William's reign has caused historical controversy since before his death. William of Poitiers wrote glowingly of William's reign and its benefits, but the obituary notice for William in the Anglo-Saxon Chronicle condemns William in harsh terms. In the years since the Conquest, politicians and other leaders have used William and the events of his reign to illustrate political events throughout English history. During the reign of Queen Elizabeth I of England, Archbishop Matthew Parker saw the Conquest as having corrupted a purer English Church, which Parker attempted to restore. During the 17th and 18th centuries, some historians and lawyers saw William's reign as imposing a "Norman yoke" on the native Anglo-Saxons, an argument that continued during the 19th century with further elaborations along nationalistic lines. These controversies have led to William being seen by some historians either as one of the creators of England's greatness or as inflicting one of the greatest defeats in English history. Others have viewed him as an enemy of the English constitution, or alternatively as its creator. ## Family and children William and his wife Matilda had at least nine children. The birth order of the sons is clear, but no source gives the relative order of birth of the daughters. 1. Robert was born between 1051 and 1054, died on 10 February 1134. Duke of Normandy, married Sybilla, daughter of Geoffrey, Count of Conversano. 2. Richard was born before 1056, died around 1075. 3. William was born between 1056 and 1060, died on 2 August 1100. King of England, killed in the New Forest. 4. Henry was born in late 1068, and died on 1 December 1135. King of England, married Edith, daughter of Malcolm III of Scotland. His second wife was Adeliza of Louvain. 5. Adeliza (or Adelida, Adelaide) died before 1113, reportedly betrothed to Harold Godwinson, probably a nun of Saint Léger at Préaux. 6. Cecilia (or Cecily) was born before 1066, died 1127, Abbess of Holy Trinity, Caen. 7. Matilda was born around 1061, died perhaps about 1086. Mentioned in Domesday Book as a daughter of William. 8. Constance died 1090, married Alan IV, Duke of Brittany. 9. Adela died 1137, married Stephen, Count of Blois. 10. (Possibly) Agatha, the betrothed of Alfonso VI of León and Castile. There is no evidence of any illegitimate children born to William.
19,972,602
Dorset Ooser
1,117,559,053
Wooden head from Melbury Osmond folklore
[ "Dorset folklore", "English folklore", "Horned deities", "Masks in Europe", "Morris dance", "Ritual animal disguise", "Ritual masks" ]
The Dorset Ooser (/ˈoʊsər/) is a wooden head that featured in the 19th-century folk culture of Melbury Osmond, a village in the southwestern English county of Dorset. The head was hollow, thus perhaps serving as a mask, and included a humanoid face with horns, a beard, and a hinged jaw which allowed the mouth to open and close. Although sometimes used to scare people during practical jokes, its main recorded purpose was as part of a local variant of the charivari custom known as "skimity riding" or "rough music", in which it was used to humiliate those who were deemed to have behaved in an immoral manner. The Dorset Ooser was first brought to public attention in 1891, at which time it was under the ownership of the Cave family of Melbury Osmond's Holt Farm. After travelling with Edward Cave to Somerset, the Ooser went missing around 1897. Since then, various folklorists and historians have debated the origins of the head, which has possible connections to the horned costumes sometimes worn by participants in English Mummers plays. The folklorists Frederick Thomas Elworthy and H. S. L. Dewar believed that the head was a representation of the Devil and thus was designed to intimidate people into behaving according to the local community's moral system. Conversely, the folklorist Margaret Murray suggested that it represented a pre-Christian god of fertility whose worship survived in Dorset into the modern period, although more recent scholarship has been highly sceptical of this interpretation. The etymology of Ooser is also disputed, with various possibilities available. In 1975 a replica of the original Ooser was produced by John Byfleet, which has since been on display at Dorset County Museum in Dorchester. This mask retains a place in Dorset folk culture, being removed from the museum for use in local Morris dancing processions held by the Wessex Morris Men on both St. George's Day and May Day. The design of the Ooser has also inspired the production of copies which have been used as representations of the Horned God in the modern Pagan religion of Wicca in both the United Kingdom and United States. ## Description and etymology A wooden head, the Dorset Ooser had been cut from a single block of timber, with the exception of the lower jaw, which was movable and connected to the rest of the mask by leather hinges. The lower jaw could be moved by pulling on a string which passed through a hole in the upper jaw to connect to the lower. The mask also contained locks of hair on either side of its head, a beard on its chin, and a pair of bullock's horns. Between the Ooser's eyes was a rounded boss, the meaning of which is unknown. The Ooser was hollow, allowing someone to place their own head within it, potentially permitting it to be worn as a mask whilst being supported on the shoulders; however, there were no holes allowing for the wearer to see while wearing it in this way. The historian Ronald Hutton described the Ooser as "a terrifying horned mask with human face, staring eyes, beard, and gnashing teeth". Similarly, the folklorist H. S. L. Dewar stated that "the expression of the eyes [conveyed] a really agonized spirit of hatred, terror, and despair". The term "Ooser" was pronounced with a short, quick s by villagers as Osser. It is unclear if the head itself was the Ooser, or whether it instead was designed as a depiction of an entity called the Ooser. Dewar suggested the possibility that it might have been connected to the term Wurse, used for the Devil in Layamon's Brut, or to the 17th-century Italian term Oser, again used for the Devil. Alternately, he suggested that it might be a derivative of Guisard or Guiser, two old terms for a mummer. Hutton instead proposed that Osser possibly derived from Wooset, a term used in the dialect around Wiltshire to refer to a pole upon which a horse's skull with deer's horns was affixed. This Wooset was recorded as having been paraded by youths in the Marlborough district until the 1830s, where it was used to mock neighbours whose partners were suspected of marital infidelity, the horns being a traditional sign of cuckoldry. Similar traditions have been recorded in Wiltshire and Somerset, where they can be traced back to at least the early 17th century. ## History The first public mention of the Dorset Ooser was in an 1891 edition of Somerset and Dorset Notes and Queries, where it was the subject of an article by the journal's editor, Charles Herbert Mayo. The head was, at the time, in the possession of Thomas Cave of Holt Farm in Melbury Osmond; the editor noted that it had been owned by Cave's family from "time out of mind". Cave had stated that it had formerly been kept in an "old malt-house" in the village, "where it was an object of terror to children who ventured to intrude upon the premises". Mayo noted that it was "possibly the only example now in existence, or at any rate from one of the very few which may still survive in the County", adding that Cave was "willing to dispose of this mask to a lover of objects of antiquarian interest". At some point before 1897, another member of the family, the doctor Edward Cave, left Holt Farm and moved to Crewkerne in Somerset, taking the Ooser with him. In 1897, he relocated to Bath, leaving the Ooser with his family coachman; when Edward Cave subsequently tried to recover the head, he was informed that it had been "disposed of", with some suggestion that it had found its way to the United States. In 1935, a folklore collector named S. A. Ramsden undertook enquiries into the fate of the head at the prompting of the Egyptologist and folklorist Margaret Murray. His enquiries led him to meet with Cave's coachman, Lawrence, who – after Cave left Crewkerne – had subsequently served as the coachman for Cave's replacement, a doctor by the name of Webber. Lawrence said that Cave left the head in his house in the village, where it was hung up in a loft and began to fall apart; Lawrence recalled wearing it to frighten people during a parade around 1900, at which time the hair was falling out. He said that the house was later pulled down, with the head probably still inside it, in order for a local post office to be constructed in its place. ### Usage and origins In Somerset and Dorset Notes and Queries, Charles Herbert Mayo noted that "no recollection of its ever being made use of is retained", although thought that "it may plausibly be conjectured" that the Ooser was used in "village revels, and at similar times of rustic entertainment". The following year, the curator of the Dorset County Museum, Henry Joseph Moule, published a note in the same journal relating that their childhood nurse, who was from the village of Cerne Abbas, had talked about the head, and had referred to it as the "Wurser". Moule added that it was "surely" used in Mummers' plays performed at Christmas time. Dewar, after subsequent research, reported the recollections of K. G. Knight—a member of the Melbury Estate staff—that inhabitants of Melbury Osmond associated the head with a folk custom known as "Skimity Riding" or "Rough Music". In this custom, someone accused of "husband-beating, scolding, sexual unfaithfulness or irregularity, and cuckoldry" was made to ride on a donkey or horse, facing the direction of the animal's tail, while the assembled crowd made much noise by beating frying pans, kettles, bulls' horns, and bones. In Melbury Osmond, the Ooser was brought out into the crowd at such an occasion. Similar forms of "mob-punishment" were recorded in parts of neighbouring Devon, where the act was termed "Skimmety Riding", "Skimmington", and "Skivetton". As he deemed it too heavy to be carried or worn by an individual, the historian of folklore Peter Robson later suggested that the Ooser might originally have been mounted in a carnival procession. Dewar also recorded the villagers' claims that the Ooser was brought to the door of a tallet in order to scare the local children, and that it was also used to scare adults on some occasions. Knight came across the claim that it was once used to frighten a stable hand, who jumped through a window to escape it, and in doing so "so injured himself that his life was despaired of". Dewar further drew comparisons with the horned masks sometimes worn during Mummers' plays. He noted that in a case of a group of Christmas Wassailers at Kingscote, Gloucestershire, a man was "dressed in a sack, his head in a real bull's face, head and horns complete". Another case highlighted by Dewar was taken from an account provided by G. W. Greening of Dorchester, in which a member of the Bradstock Mummers was dressed as Beelzebub. Given these similarities, Dewar ultimately suggested that the Ooser was "likely enough an off-shoot from the 14th century and later Mummers' plays". The antiquary Frederick Thomas Elworthy expressed the view that the Dorset Ooser was "the probable head" of a hobby horse. The folklorist E. C. Cawte, in his in-depth study of the hobby horse tradition in English folk culture, stated that although both entailed dressing up in an animalistic costume, the Ooser had no clear connection with this tradition. Elworthy suggested that the Ooser was a depiction of the Devil, an idea supported by Dewar, who believed that, as the Devil, its imagery was "intended to inspire terror in the minds of the foolish and the wicked". Conversely, others have suggested that it is a depiction of a pre-Christian god. In her 1931 book The God of the Witches, Margaret Murray connected the Ooser to her version of the witch-cult hypothesis—the idea that those tried as alleged witches were adherents of a surviving pre-Christian fertility religion—claiming that the mask was a cult item that reflected continuing worship of the cult's Horned God. Murray's hypothesis is now discredited. The historians Jeffrey B. Russell and Brooks Alexander have stated that "today, scholars are agreed that Murray was more than just wrong [regarding the existence of the witch-cult] – she was completely and embarrassingly wrong on nearly all of her basic premises". The Ooser's pre-Christian origin theory was echoed in the Reader's Digest encyclopaedia of British folklore, Folklore, Myths and Legends of Britain, where it was described as "the idol of a former god of fertility". A gold embossed image of the Ooser was included on the front of the black clothbound encyclopaedia. Although not believing that the Ooser was a specific depiction of a surviving pre-Christian deity, Dewar suggested that the imagery of the Devil, and thus of the Ooser, was originally drawn from the pre-Christian gods of "phallic or fertility worship". ## Contemporary usage and influence In 1975 the local Morris dancer John Byfleet made a replica of the original Ooser, which he carved from a log using a penknife. This replica is on display at Dorset County Museum in Dorchester. It is taken from the museum twice a year, on May Day and St. George's Day, when it is used by the Wessex Morris Men as part of their seasonal festivities. In 2005, a journalist from The Guardian reported on a dawn ceremony performed by the troupe on May Day atop Giant Hill near Cerne Abbas. The ceremony involved one member carrying the Dorset Ooser replica atop his head, with other Morris men dancing around him; after the rite they proceeded, still dancing, to a local pub, the Red Lion. In summer 2006, the Wessex Morris Men took the replica to Melbury Osmond for the first time, where they performed a dance in a local street. Murray's interpretation of the Ooser was embraced by Doreen Valiente, an earlier practitioner of the modern Pagan religion of Wicca, who stated that the mask "is certainly connected with the Old Religion [i.e. the witch-cult], and that from a long way back". The Gardnerian Wiccan Melissa Seims suggested that the iconography of the Ooser was an influence on the design of the Head of Atho, a statue of the Wiccan Horned God created by Raymond Howard in mid-20th century England. Wiccans in the Minnesota area of the United States make use of a head with stag antlers that they term the Minnesota Ooser. Representing the religion's Horned God, it is kept on an altar and brought out for use in Sabbat rituals.
57,651,372
Tunic (video game)
1,173,898,335
2022 video game
[ "2022 video games", "Action-adventure games", "British Academy Games Award for Debut Game winners", "D.I.C.E. Award for Outstanding Achievement for an Independent Game winners", "Finji games", "Games financed by Indie Fund", "Indie games", "MacOS games", "Nintendo Switch games", "PlayStation 4 games", "PlayStation 5 games", "Single-player video games", "Video games about foxes", "Video games developed in Canada", "Video games with isometric graphics", "Windows games", "Xbox One games", "Xbox Series X and Series S games" ]
Tunic is a 2022 action-adventure game developed by Isometricorp Games and published by Finji. It is set in a ruined fantasy world, where the player controls an anthropomorphic fox on a journey to free a fox spirit trapped in a crystal. The player discovers the gameplay and setting by exploring and finding in-game pages of a manual that offers clues, drawings, and notes. The backstory is obscured; most text is given in a constructed writing system that the player is not expected to decipher. Tunic's isometric perspective hides numerous pathways and secrets. Designer Andrew Shouldice developed Tunic, his first major game, over seven years. He began work on it as a solo project in 2015, wanting to combine challenging gameplay with gentle visual and audio design. He was inspired by his childhood experiences playing Nintendo Entertainment System games like The Legend of Zelda (1986) and trying to understand game manuals for which he lacked context. Shouldice was joined during development by composers Terence Lee and Janice Kwan, audio designer Kevin Regamey, developer Eric Billingsley, and producer Felix Kramer. Publisher Finji joined the project in 2017 and announced Tunic at E3 2017. Tunic was released for macOS, Windows, Xbox One, and Xbox Series X/S in March 2022, followed by ports for Nintendo Switch, PlayStation 4, and PlayStation 5 in September. It received positive reviews, especially for its aesthetics, design, and gameplay, but some criticism for uneven difficulty and potential for players to get stuck. Tunic won the Outstanding Achievement for an Independent Game award at the 26th Annual D.I.C.E. Awards, and the Artistic Achievement and Debut Game awards at the 19th British Academy Games Awards. ## Gameplay Tunic is an action-adventure game set in the ruins of a post-apocalyptic fantasy world, in which the player character, an anthropomorphic fox, navigates the terrain and fights off hostile creatures. The player is initially given no directions or instructions, and the majority of the text is in a constructed writing system, with only some words presented in the player's selected language, such as English. The three-dimensional terrain is typically displayed from a fixed isometric view, though the perspective shifts at certain points. The fox character moves around the world by running or dodge-rolling; after rolling, the fox can run faster until they stop moving. The player can freely explore the world, and there is no mandated path to follow. Although many areas require specific actions or items to enter normally, which creates a general order to the game, there are often alternate ways to gain entrance. The isometric view obscures numerous hidden paths and secrets. The interface has meters for the fox's health, stamina, and magic. Actions such as rolling consume stamina, which replenishes after a few seconds. Scattered throughout the world are chests, which contain collectible items, weapons, or coins. Items can also be purchased with coins from ghostly merchants found in a few hidden paths. Some items, such as potions, restore the fox's attributes. Other items can be used in combination with coins to increase the fox's maximum health, stamina, or magic. Tunic does not have difficulty levels, but players can toggle unlimited stamina or health in accessibility settings. Several types of weapons can be found in the game, including a sword, explosives, and magic items. The shield can be used to block attacks at the cost of stamina. Magic weapons can use magic to fire projectiles, slow time, or grab enemies with a lash. Bombs can be used to cause explosions or bursts of fire, which can set enemies or the fox on fire. Enemies will chase and attack the fox on sight. Defeated enemies drop coins. The player can target specific enemies to automatically direct their attacks; this also shifts the camera, which can reveal hidden passages or objects. If the fox dies, they drop some of their coins and leaves behind a spirit that can be recovered on the next playthrough to return them. The end of some areas contains a unique boss enemy, which unlike regular enemies must be defeated to progress. Throughout the world are shrines with a large fox statue; kneeling at these restores the fox's health, but also revives any defeated enemies. When the fox dies, they are restored at the last shrine they have knelt at. Some areas also include a teleport mechanism in the form of a golden platform, which allows the fox to access a realm called the Far Shore where they can exit through another golden platform in the world. Present throughout the world are pages of an in-game manual. When the player collects the page items, the pages are added to the manual in the interface, which the player can refer to at any time. Like the in-game text, the majority of the manual is in a constructed writing system, and the player does not encounter the pages in order. The drawings, maps, diagrams, and handwritten notes in the manual pages give clues to the player as to how the game works and where to go next, such as showing the fox offering items to a shrine, which otherwise gives no indication that it can be used that way. ## Plot The plot of Tunic is revealed through gameplay, the backstory and context emerging only as the fox player character collects manual pages. This manual is written with the player as the reader. It does not explain what the fox player-character knows about the story or if they understand the constructed language. A fox awakens on a shore, and begins to journey through the game world, which is filled with ruins. After collecting a weapon and shield and ringing two magical bells, the fox enters a temple and then a spiritual plane known as the Far Shore. There they encounter the spirit of a larger fox trapped in a crystal prison, referred to in the manual as the Heir. The fox leaves to collect the three crystal keys to the prison which can be found within dungeons across the land. If the fox is killed, the Heir revives them. As the fox collects the crystal keys, they encounter glowing purple essence, which powers parts of the ruins, including the golden platforms, and is relayed by glowing black obelisks. While collecting the last key, the fox journeys through a mine—where purple essence seems to be taking over the world itself—into an underground factory where the souls of foxes are being forcibly confined into the obelisks. After collecting the Keys and freeing the Heir, the Heir attacks and kills the fox. The fox, now in spirit form, appears in a night-time version of the overworld, with many paths obstructed by the purple essence. Most enemies have disappeared and the land is instead populated by the souls of other foxes, which speak only in the game's constructed writing system. The fox visits the six Graves of the Hero, which each return parts of the fox's spirit and restore them to life. Collecting enough pages of the manual reveals that there had previously been a civilization of foxes, which looked for power from outside of reality. Seeking immortality, they found a way to entomb the souls of foxes from the past and future into obelisks as a source of power. A religion formed around the power and the Hero who found it, with the faithful exempt from their souls being used. This power was corrupted through overuse, causing the purple essence to begin to erode reality and loop time. One fox, the Heir, was trapped outside of the time loop, but acts as a beacon to draw in a replacement Heir, continuing the cycle. If the restored fox defeats the Heir, they become the new Heir, and the game ends. The player is then given the options to quit, to restart from the beginning in a New Game Plus mode with most of their items, or else to restart from just before the battle. A second ending occurs instead if the player, before fighting the Heir, follows the "golden path". This requires them to collect the pages of the manual and solve the puzzle at the top of the mountain that uses the pages. Afterwards, when the player confronts the Heir, instead of fighting they show them the manual, showing how to break the cycle and freeing them. ## Development Andrew Shouldice began working on Tunic in February 2015, using the working title Secret Legend. Shouldice, who had previously made small games for Ludum Dare competitions but never a larger solo work, quit his job at Silverback Productions to make the game without knowing his creative direction. He posted screenshots of his work on Twitter and Vine, attracting immediate attention. Within weeks, Shouldice developed the game's fox protagonist, isometric graphical style, and action-adventure single-player gameplay. Shouldice had initially wanted to have a human protagonist customizable by the player, but was unable to design a character model he was satisfied with; he switched to an anthropomorphic fox instead, which he says made sense because "foxes get into trouble". He decided early in development that his experience as a programmer was not enough to create all aspects of the commercial game he envisioned. At the March 2015 Game Developers Conference, he met with composer Terence Lee and audio designer Kevin Regamey of Power Up Audio, who soon became the composer and audio designer. Shouldice wanted to combine challenging gameplay with "gentle and pleasing" visual and audio design. The colorful design was inspired by Nintendo Entertainment System games like The Legend of Zelda (1986), and was intended to inspire players to be brave and explore new areas that may be more challenging than they were ready for or which they felt they were "not supposed to be right now". He wanted players to feel "genuine discovery and mystery", both in finding parts that they did not yet understand, and also in learning things that re-contextualized previous parts. He had a design goal of adding "content for no one", meaning details and secrets that did not need to be found by all or any players to be worth including. The isometric viewpoint and style of Monument Valley (2014) also influenced Tunic'''s visuals. Shouldice was inspired by the sense of mystery he had as a child when reading through game manuals such as for Metroid II: Return of Samus (1991), without being able to understand everything he was reading due to lack of reading ability or context. He wanted to give players a sense of being presented with something that has meaning, but which was not understandable by the player or necessarily meant for them. Shouldice also hoped that the mystery would encourage players to collaborate to solve puzzles and give hints to each other. These desires led to the use of the pages of the manual as a major design element, written in a constructed writing system that players were not expected or required to decipher. Fez (2012) inspired Shouldice to create the plot's dual endings, as well as to make the writing system not be a transliteration of English. He felt that because of Fez, players would immediately check if the language was a simple cipher of an existing language. He integrated a version of the manual and its pages by June 2015. FromSoftware's Bloodborne (2015) influenced the technical combat design, with a rhythm of attacking and dodging at a quick pace. The story also drew from that of Bloodborne, using the idea of worlds being corrupted by the exploitation of ancient power. Tunic also shares the exploration of a "player-ambivalent artifact" like FromSoftware's games, where the player is an insignificant character moving through a mysterious, uncaring world. ### Announcement and release After a couple years of development, Shouldice was joined by Felix Kramer, who became the producer, leading to connecting with publisher Finji in 2017. The game was announced as Tunic at the E3 2017 PC Gaming Show in June 2017, to be published by Finji with an expected release year of 2018. Finji presented the game again at the E3 2018 Xbox showcase in June of the following year, this time without a release date. Critics at the E3 presentations regarded the game positively; Giant Bomb, GamesRadar+, and Destructoid all termed it the "cutest" and most "adorable" game at the 2018 E3. At the 2021 E3 show IGN claimed it had been "a darling of the gaming scene for several years now". By 2020, Tunic's design was largely complete, and the development team expanded: Eric Billingsley, who was working on his own game partially inspired by Tunic, joined as a developer and level designer; Terence Lee, who had been intermittently composing music for the project for five years, was joined by his wife Janice Kwan. Allowing the fox's personality to remain undefined, the pair of composers strove to make an "atmospheric" soundtrack that was more connected to the setting than the fox. Artist ma-ko created the artwork in the in-game manual. The release date was announced at The Game Awards in December 2021, and it launched for macOS, Microsoft Windows, Xbox One, and Xbox Series X/S on March 16, 2022, with ports for Nintendo Switch, PlayStation 4, and PlayStation 5 following on September 27, under the studio name Isometricorp Games. The ports were completed with assistance by 22nd Century Toys. A digital album of music from the game, Tunic Original Soundtrack, was released by the composers on March 16 alongside the game. Shouldice has said that the game took longer than expected because it followed an iterative model of development, wherein he redesigned and redeveloped nearly every element "at least once or twice" as he became more experienced as a developer and revised the design. Lee and Billingsley instead felt that Tunic's scale and complexity made it difficult for a smaller team to produce in a short amount of time. ## Reception Tunic received "generally favorable reviews", according to the review aggregator Metacritic. It was ranked as one of the top 30 games of 2022 by aggregated score for Windows, Xbox Series X/S, and PlayStation 5, and the eighth-highest scored Switch game. Tunic was featured in several game of the year lists for 2022, including overall game of the year by VG247 and indie game of the year by Shacknews. Critics highly praised the gameplay, though some aspects had a mixed reception. Several reviewers described the combat as challenging but satisfying; Indee of Jeuxvideo.com concluded that Shouldice had tried and succeeded to make the game difficult enough to make the player feel unwelcome in the world. Anne-Marie Coyle of PC Gamer and Ryan McCaffrey of IGN also liked the boss battles, and PC Gamer considered them even better than the rest of combat, though Jill Grodt of Game Informer and Brendan Caldwell of Rock Paper Shotgun felt that they were too difficult compared to the rest of the game. Game Informer, along with Richard Wakeling of GameSpot and the reviewer from Jeuxvideo, applauded the accessibility options to make combat easier as allowing players to continue exploring without being restricted by the combat. Reviewers in general described the game as a mix between the gameplay of Zelda and Soulslike games or as a tribute to those games, though Zoey Handley of Destructoid and Christian Donlan of Eurogamer went further to describe it as based on an understanding of what gameplay design worked for those games rather than just a copy. Tunic's plot received mixed opinions from reviewers. Handley applauded the way the story was told without words, and Jeuxvideo's reviewer found the ending interesting. The IGN and PC Gamer reviewers found the plot interesting but secondary to the rest of the game, Coyle of PC Gamer concluding that it was "a nice addition rather than a compelling reason to play". Reviewers also praised the graphics and aesthetics. Grodt of Game Informer and Wakeling of GameSpot described the art style as "simple-but-beautiful", the GameSpot reviewer terming it an "extravagant diorama". The reviewers from IGN, PC Gamer, and Jeuxvideo praised the colorful and "delightful" art style, Jeuxvideo concluding that it was a very successful art direction that resulted in a beautiful and mysterious universe. Game Informer, IGN, and Jeuxvideo also said the music was beautiful and serene, Game Informer adding that it made "an intriguing contrast to the tough battles". The exploration and secrets were well regarded; Game Informer's Grodt concluded that "Tunic's fighting is great, but discovery and exploration might be its most impressive elements". Critics highlighted the exploration and finding secrets as the core, Nicole Carpenter of Polygon describing it as pushing the player to "have the courage just to try". The puzzles, especially the use of the manual, were listed as especially worthy of praise, Gamespot calling them "utterly fantastic", a sentiment echoed by Eurogamer, Jeuxvideo, Rock Paper Shotgun, and Game Informer. Jeuxvideo, Rock Paper Shotgun, and Game Informer's reviewers felt that the obscure and challenging nature of the puzzles meant that players could get stuck, particularly near the end. ### Awards Tunic'' won the Outstanding Achievement for an Independent Game award at the 26th Annual D.I.C.E. Awards, and the Artistic Achievement and Debut Game awards at the 19th British Academy Games Awards. It was also nominated for several other categories at those awards ceremonies, as well as for categories at other awards such as The Game Awards 2022, the Golden Joystick Awards, the 23rd Game Developers Choice Awards, and the Independent Games Festival.
74,134,806
Gento (song)
1,173,772,686
null
[ "2023 singles", "2023 songs", "English-language Filipino songs", "SB19 songs", "Sony Music singles", "Tagalog-language songs" ]
"Gento" (stylized in all uppercase) is a song recorded by Filipino boy band SB19 for their second extended play (EP), Pagtatag! (2023). The band's leader, Pablo, wrote the song and co-produced it with Joshua Daniel Nase and Simon Servida. A pop and hip hop track, it is about empowerment and uses gold mining as a metaphor for achieving success, alluding to the band's career. The song was released via Sony Music Philippines on May 19, 2023, as the EP's lead single. The single received positive reviews from music critics, who praised its catchy lyricism. It was the band's first entry on two of Billboard's record charts: World Digital Song Sales—a first among Filipino groups—and the Philippines Songs charts, peaking at numbers eight and eleven, respectively. The accompanying music video, directed by Kerbs Balagtas, depicted the band members mining for gold. The group promoted the song with live performances and included it on the set list of their Pagtatag! World Tour (2023). ## Background and release In late 2022, Filipino boy band SB19 embarked on their first world tour with the WYAT (Where You At) Tour. In a press conference, the band's leader, Pablo, revealed that SB19 would soon release new music that would based off from the word "pagtatag" (lit. 'establishment'). Other members added that they would explore different music genres and life experiences. On April 29, 2023, SB19 posted a trailer for their second extended play (EP), Pagtatag!, on YouTube, and announced it would be released on June 9, 2023. It marked the band's first new musical release since Pagsibol (2021). The trailer also indicated that the EP would be preceded by a single, which was untitled at the time. The group revealed the title of the EP's lead single, "Gento", on May 10, 2023, and made it available for pre-save on digital streaming platforms. Sony Music Philippines released "Gento" on May 19, 2023. ## Composition and lyrics "Gento" is three minutes and 52 seconds long. Pablo wrote the song and collaborated with his brother Joshua Daniel Nase and record producer Simon Servida for the production. Servida had previously worked with the band for Pagsibol. Heo Chan-goo of Knob Sound Korea mixed and mastered the song. Musically, "Gento" is a blend of pop and hip hop, accompanied by an EDM break; some journalists described the song as an EDM pop track. The song features clapping sounds and strong bass beats in its production. The lyrics—themed around empowerment—draw inspiration from "transformational change", which allude to SB19's career. It includes a message about becoming successful by committing to small and incremental tasks, comparing it to the process of mining and refining gold; particularly of how success is as rigorous as excavating it: "Di ka basta-basta makakakita ng gento" (lit. 'You just won't simply find something like this'). The lyrics incorporate wordplay, combining the words "ginto" (lit. 'gold') and "ganito" (lit. 'like this'), creating the word "gento", which is utilized along with other similar words in the chorus. ## Reception The song was met with positive reviews from music critics. Upon its release, "Gento" was described as catchy, particularly its wordplay; Rafael Bautista of Nylon Manila added that the song delivered an empowering message while being playful. He also remarked positively on the song's lyricism and the use of rhyming words: "[...] effortlessly weaving 'ganito', 'ginto', 'bento', and 'gento' into the lyrics". The Daily Tribune noted that the song highlights SB19's strength and versatility, and that they continued to "test—and break—the limits with their unconventional sound and unbounded talent". Writing for Mega magazine, Chlarine Gianan praised the boy band's vocals and rap, stating that they have put it on the "next level", and that the song's lyricism manifests seamless transitions between English and Tagalog, further holding up its catchiness and appeal. Commercially, "Gento" was SB19's debut on two of Billboard's music charts; its commercial performance was considered by the Inquirer's Allan Policarpio a "resounding success" for the group. "Gento" debuted and peaked at number eight on the World Digital Song Sales chart dated June 3, 2023, and debuted at number 17 on the Philippines Songs chart dated June 17, 2023. For earning a spot on the former, it made the band the first Filipino group to do so. The song peaked at number 11 on the Philippines Songs chart issued on June 24, 2023. "Gento" amassed over 30 million combined streams on Spotify and music video views on YouTube in the song's first two months since its release. ## Promotion The music video for "Gento", directed by Kerbs Balagtas, was released on May 19, 2023, on YouTube, the same day as the song's release. Characterized by its grungy motif, it depicts the group members looking for gold and dancing in a large quarry. Jay Joseph Roncesvalles conceived the choreography for the video. SB19 worked with stylist duo Rainer Dagala and Em Millan and designers Neric Beltran and Renan Pacson to create custom looks in the video that resemble miners. Pacson spoke with the Manila Bulletin and mentioned taking inspiration from traditional Levi's clothing—citing the brand's mining history as a factor—and the use of artificial intelligence in designing the looks for the video. SB19 promoted "Gento" with live performances. The band first performed the song on noontime variety show All-Out Sundays on May 21, 2023. They reprised the song during their appearance on the Wish 107.5 Bus; an accompanying performance video was released on YouTube. "Gento" served as the opening number of their second world tour, the Pagtatag! World Tour (2023). While stopping in Los Angeles for their concert tour, they put on a street performance on Hollywood Boulevard. They also performed "Gento" on U.S. television—appearing on KTLA 5 Morning News on August 2, 2023, and on Good Day New York on August 9, 2023. The song became a trend on video sharing service TikTok upon its release, where users—including local and international influencers and celebrities—began posting videos of themselves dancing to the song's chorus, which quickly became a dance challenge. The trend resulted in users using the song in over 1.7 million videos on the platform, which helped expand SB19's reach to several regions around the world, including the United States and parts of Asia and Africa. ## Controversy In an episode of the noontime variety show It's Showtime, dated June 10, 2023, a contestant for the show's game segment requested to dance to "Gento" on stage. The show's crew refused to play the song on air, which startled hosts Vice Ganda and Anne Curtis. Ganda jokingly expressed how playing it on the show would now require a fee, to which Curtis responded, "Really? Isn't playing the song on the show a good promotion for the music industry? [...] It's a pity." Following the incident, social media users criticized SB19 online, some describing them as "greedy". Twitter users raised concern, leading to discussions about music royalties and the hosts' remarks, which made the phrase "respect local artists" trend on the platform. Singer Sam Concepcion and record producer Thyro Alfaro also participated in the discussion online, expressing support for SB19. ## Credits and personnel Credits are adapted from ABS-CBN News. - SB19 – vocals - John Paulo Nase – songwriter, producer - Joshua Daniel Nase – producer - Simon Servida – producer - Heo Chan-goo – mixing, mastering ## Charts
10,895,698
Race Against Time: Searching for Hope in AIDS-Ravaged Africa
1,130,622,163
2005 nonfiction book by Stephen Lewis
[ "2005 non-fiction books", "African studies", "Books about Africa", "Current affairs books", "English-language books", "HIV/AIDS in Africa", "HIV/AIDS in literature", "House of Anansi Press books", "Massey Lectures books" ]
Race Against Time: Searching for Hope in AIDS-Ravaged Africa is a non-fiction book written by Stephen Lewis for the Massey Lectures. Lewis wrote it in early to mid-2005 and House of Anansi Press released it as the lecture series began in October 2005. Each of the book's chapters was delivered as one lecture in a different Canadian city, beginning in Vancouver on October 18 and ending in Toronto on October 28. The speeches were aired on CBC Radio One between November 7 and 11. The author and orator, Stephen Lewis, was at that time the United Nations Special Envoy for HIV/AIDS in Africa and former Canadian ambassador to the United Nations. Although he wrote the book and lectures in his role as a concerned Canadian citizen, his criticism of the United Nations (UN), international organizations, and other diplomats, including naming specific people, was called undiplomatic and led several reviewers to speculate whether he would be removed from his UN position. In the book and the lectures, Lewis argues that significant changes are required to meet the Millennium Development Goals in Africa by their 2015 deadline. Lewis explains the historical context of Africa since the 1980s, citing a succession of disastrous economic policies by international financial institutions that contributed to, rather than reduced, poverty. He connects the structural adjustment loans, with conditions of limited public spending on health and education infrastructure, to the uncontrolled spread of AIDS and subsequent food shortages as the disease infected much of the working-age population. Lewis also addresses such issues as discrimination against women and primary education for children. To help alleviate problems, he ends with potential solutions which mainly require increased funding by G8 countries to levels beyond what they promise. Book reviewers found the criticisms constructive and the writing sincere. His style focuses less on numbers and statistics, and more on connecting decisions by UN officials and western diplomats to consequences on the ground in Africa. His eyewitness accounts are said to be candid and emotional. The book spent seven weeks at \#1 on The Globe and Mail's Nonfiction Bestseller List. A second edition was released in June 2006. The Canadian Booksellers Association awarded its Libris Award for non-fiction book of the year to Race Against Time and its Author of the Year Award to Lewis in 2006. ## Background At the time of the 2005 publication, the author, Stephen Lewis, aged 67 and living in Toronto, worked as the United Nations Special Envoy for HIV/AIDS in Africa, a position he held since 2001. Previously he worked as the deputy director of United Nations Children's Fund (1994–99), as the Canadian ambassador to the UN (1984–88), and as leader of the Ontario New Democratic Party (1970–79). After Lewis optimistically accepted the Special Envoy position he became increasingly distraught by the devastation he witnessed. Already a skilled orator, he became more vocal on the topic. He founded the Stephen Lewis Foundation, hosted Oprah Winfrey as she toured Africa, and was the subject of two award-winning documentaries by The Nature of Things, entitled Race Against Time and The Value of Life. Meanwhile, he was invested as a Companion of the Order of Canada, awarded the Pearson Medal of Peace, and named Canadian of the Year (2003) by Maclean's magazine. In 2005, he was invited to deliver the annual series of Massey Lectures from which the book, Race Against Time, was adapted. He wrote the text in early to mid- 2005 and delivered the lecture series in October when the book was released. Lewis wrote the book, not as an employee of the UN, but as a citizen concerned with the world's response to the AIDS challenge in Africa. ## Content The book consists of five chapters, from which the five lectures were derived: Context, Pandemic, Education, Women, and Solutions. Before these chapters are sections titled Preface and Acknowledgments, and afterwards a Glossary section. The book's second edition contains an Afterword section written in May 2006. In the Preface, written by Lewis in August 2005, he states that his preferred genre is the spoken word and that the nature of the topic would not allow him to comprehensively cover every aspect. He justifies his writing by proclaiming himself a devotee to the United Nations and outlines the roles he has held with the organization since 1984. In the first chapter, Lewis tells anecdotes of visits to Africa and other UN-related events like, in 1986, brokering the resolutions from the General Assembly's 13th Special Session. He acknowledges colonialism and Cold War ideologues as historical influences on the African situation, but focuses on the effects of international finance institutions' conditional loans since the late 1980s. In the second chapter Lewis discusses his history in Africa, beginning in the 1960s as an English teacher in Ghana. He contrasts Africa of the 1960s shedding colonial rule, optimistic in future prospects, with Africa of the 2000s struggling with AIDS and increasingly widespread hunger. He acknowledges the brain drain trend, noting "there are more Malawian doctors in Manchester [England] than in Malawi". In the third chapter Lewis examines how the UN, World Bank, and the International Monetary Fund (IMF) failed to fulfill promises of free access to primary education. In the instances where school entry fees were eliminated, additional fees (e.g. fees for uniforms, books, exams, and registration) had the same effect of limiting access. The fourth chapter elaborates on how women's issues are ignored or dismissed at international conferences and by African governments. Lewis identifies the gender discrimination that occurs even within the UN organization, whose management staff was dominated by males. He links the World Bank and IMF conditions of low social spending on education and healthcare by governments of recipient countries to the rampant spread of AIDS in those same countries. The disease decimated Africa's working age and farming population, leading to famine. He calls on the international financial institutions to pay "reparations" in the form of debt relief. Lewis concludes that dramatic changes are required to meet the Millennium Development Goals by 2015. In the final chapter, he considers some potential measures that could help in Africa. He laments the shortfalls in funding by G8 countries, despite the continued renewed promises for full funding of Millennium Development Goal implementation. His proposed measures include: 1. the expansion of the Jubilee Coalition to include cancellation of agricultural subsidies; 2. the amalgamation of UN Development Fund for Women, the UN Division for the Advancement of Women, and relevant portions of United Nations Population Fund into one UN agency funded to a similar level as UNICEF; 3. maintenance of the momentum on the World Health Organization's 'three by five' (3 million people treated by 2005) program; 4. addressing revenue shortfall in The Global Fund to Fight AIDS, Tuberculosis and Malaria through donations from private-sector organizations that profit from Africa (e.g. pharmaceutical companies); 5. creating an agency that can provide emergency food aid in a much shorter timeframe than current programs; 6. supporting Jeffrey Sachs' Millennium Village Project; 7. investing in vaccine and microbicide research; 8. eliminating school fees for primary education; 9. using microcredit money pots for women to care for orphans; 10. planning for capacity replacement on a country-by-country, sector-by-sector basis. ## Style The writing style reflects the author's intent to use the text for a lecture series. The narration addresses the audience while guiding it through explanations of the issues and anecdotal illustrations. Lewis' charismatic, eloquent, and energetic oration style is reflected in the writing. The tone has been described as loud and persuasive. One reviewer called it "vintage Lewis – incisive criticism leavened with high-blown rhetoric". The book focuses more upon real-world human experiences, rather than numbers and statistics, in discussing the effect of AIDS in sub-Saharan Africa and the world's response. Lewis' eyewitness accounts are candid and vivid. For example, he recounts tours of hospitals and schools as he explains the dire straits of national health and education sectors, and he describes meetings with diplomats and staff from the UN, World Bank, and IMF as he explains their effect on foreign aid policies. The book is written from an idealistic perspective and, despite the anger and underlying sense of guilt, Lewis remains optimistic. While he was a professional diplomat, his memoir-style reflections on specific people, such as Michel Camdessus, Carol Bellamy, and Thabo Mbeki were called undiplomatic. Despite the book's undiplomatic style, Lewis retained his post as a UN Special Envoy until the term completed in December 2006. ## Publication The book was released on October 18 as Lewis began the Massey lecture series in Vancouver. The second lecture took place in Winnipeg on the 20th, followed by Montreal on the 22nd, Halifax on the 26th, and the final one in Toronto two days later. The series was recorded then aired on CBC Radio One's Ideas between November 7 and 11. At each event Lewis fielded questions from the audience and participated in book signings. The publisher, House of Anansi Press, was on the last year of its contract with CBC to publish the Massey Lecture series; facing a competitive bid from Penguin Books, Anansi aggressively promoted Race Against Time, with Lewis giving interviews to local media and attending receptions. CBC promoted the events nationally. Following an initial printing of 25,000 copies of the book by Anansi, along with the audio CDs produced by CBC Audio, there was a second printing in June 2006 with a new Afterword section. ## Reception In the Canadian market, Race Against Time debuted at \#5 on The Globe and Mail's Nonfiction Bestseller List on October 29. It spent seven weeks at \#1, and forty weeks in the top ten. Excerpts from the book were published in The Globe and Mail, The Montreal Gazette, and Alternatives Journal. At the Canadian Booksellers Association Libris Awards in June 2006, the book won non-fiction book of the year and Lewis won the Author of the Year Award. The book was short-listed for the Pearson Writers' Trust Prize and the Trillium Book Award. The book was positively received by reviewers. The prose has been called magnificent, lucid, eloquent, and passionate. Lewis' emotional appeal has been called remarkably candid, sincere, powerful, and moving. Connecting the diplomatic and policy-level work of the UN and World Bank with specific effects on the ground in Africa, and describing the problem of orphans, were among the strengths of the book. Lewis' criticisms are constructive and, since they come from such an ardent multilateralist employed by the United Nations, authoritative. One reviewer questioned several of Lewis' potential solutions as contributing to the same system that consistently fails to address its flaws. The same reviewer identified as the book's weakness its political slant, which ignores corrupt or inefficient African governments and the realities of asking corporations and western governments to take steps against their self-interest, like canceling agricultural subsidies in the case of governments and donating profits in the case of businesses. Several reviewers noted that the book could be used as an effective tool to educate about the HIV/AIDS crisis and the plight of the people of sub-Saharan Africa. An article in The New York Times, in October 2005, reported on the book's criticism of South Africa's government, singling out President Thabo Mbeki and Health Minister Manto Tshabalala-Msimang. Lewis claimed that the South African programs were half-hearted and confusing; a spokesperson for the Health Ministry characterized Lewis as a biased and uninformed judge of South Africa's situation, and countered that they are rapidly expanding treatment programs. In August 2006, as a keynote speaker at the International AIDS Conference in Toronto, Lewis sustained his criticism, calling South Africa's government "still obtuse, dilatory and negligent about rolling out treatment".
24,056,540
Xx (The xx album)
1,173,557,594
null
[ "2009 debut albums", "Albums produced by Jamie xx", "Mercury Prize-winning albums", "The xx albums", "Young (record label) albums" ]
xx is the debut album by the English indie pop band the xx. It was released on 14 August 2009 by Young Turks, then an imprint label of XL Recordings, and recorded from December 2008 to February 2009 at the label's in-house studio in London. Producing the album, Jamie Smith of the xx created electronic beats for the songs on his laptop and mixed them in a detailed process with the audio engineer Rodaidh McDonald, who attempted to reproduce the intimate, unembellished quality of the band's original demos. Along with the xx's early R&B influences, the album has drawn comparisons from journalists to alternative rock, electronica and post-punk sounds. Its largely melancholic songs feature minimalist arrangements built around Smith's beats and instrumental parts recorded by the other members of the band, including Oliver Sim's basslines and sparse guitar figures by Baria Qureshi and Romy Madley Croft, who employs reverb in her lead guitar playing. Most of the songs are sung as low-key duets by Croft and Sim, both of whom had written emotional lyrics about love, intimacy, loss and desire. Released to widespread acclaim, xx was named one of 2009's best records and received praise for the band's atmospheric style of indie rock and pop as well as the interpersonal dimension of the performances. Commercially, it performed steadily over its first few years of release, becoming a sleeper hit in the United Kingdom and the United States, and eventually sold one million copies. Although major media outlets had largely ignored the band at first, and none of its singles became hits, xx received greater exposure from the licensing of its songs to television programmes and the band's Mercury Prize win for the album in 2010. Shortly after the album's release, and with differences between Qureshi and the rest of the group leading to her dismissal, the xx continued to play as a trio on a protracted concert tour that helped increase their fanbase, reputation in the press and confidence as performers. xx proved highly influential in subsequent years, as its distinctive stylistic elements were incorporated by many indie bands and top-selling pop acts. One of the most acclaimed records of its era, it has appeared on top album lists published by NME, Rolling Stone and The Guardian. ## Background While students at South London's Elliott School in 2005, childhood friends Romy Madley Croft and Oliver Sim formed the xx with Jamie Smith and Baria Qureshi. Croft and Sim played guitar and bass, respectively, and dueted as the band's vocalists, while Smith programmed electronic beats for their songs and Qureshi doubled as a keyboardist and additional guitarist. During late nights, Croft and Sim either shared lyrics with each other through instant messaging or rehearsed quietly with Smith and Qureshi in their bedrooms so they would not disturb the rest of the household. The xx were greatly influenced by American R&B producers such as The Neptunes and Timbaland, whose minimalist productions incorporated vocal harmonies, clapping percussion, unconventional samples and pronounced beats. The band covered Aaliyah's "Hot Like Fire" (1997), Womack & Womack's "Teardrops" (1988) and other past R&B hits when they performed live and recorded their demos. After posting the demos on their Myspace page, the xx drew the interest of Young Turks, an imprint label of XL Recordings. They submitted the demos to XL's head office at Ladbroke Grove and were subsequently signed to a recording contract. The group worked with producers such as Diplo and Kwes, to no success before they were introduced to the audio engineer Rodaidh McDonald by the xx's manager Caius Pawson, who gave him three CDs of demos titled "Early Demos", "Recorded in Rehearsal Space" and "What Producers Did Wrong". McDonald was impressed by the intimate quality and use of silence on the demos, which both he and the band felt may have challenged other producers who wanted to incorporate their individual tastes: "They'd worked with about four other producers before then that had – and no discredit to them – I guess they'd seen a lot of space to add a kind of stamp on. There was a lot of empty space in the xx's music, even then, in the 'Early Demos'. But we just found that the best stuff was the most sparse." ## Recording and production At the behest of XL's owner Richard Russell, the xx recorded their debut album at the label's small, in-house recording studio – XL Studio – making them the first act to record there. It was once the head office building's rear garage before Russell transformed it at the beginning of 2008 into a makeshift writing, rehearsal and demo space for XL's artists. McDonald was assigned in September to manage and properly equip the room, which he liked because it was soundproof and "isolated from the rest of the office, so it wasn't like you were working in the record company's presence." Croft, on the other hand, called it a "pretty confined space" the size of a bathroom. Over the next few months, McDonald and Pawson prepared a budget for the label to fund the studio's preliminary setup, which would have recording equipment specifically suited for the xx, including a modestly sized soundboard ideal for recording a small group. The xx started to record the album in December 2008 with McDonald, who engineered the sessions. They would usually record at night after XL's staff had left, which Croft said made it feel "isolated and quite creepy". To reproduce the sound he had heard on the band's demos, McDonald had them write down their instruments' settings and test different areas of the studio to determine where he should record each member. Sim, who played a Precision Bass manufactured in the 1970s, was often recorded in the hallway outside the studio with a Fender Bassman, one of several amplifiers McDonald experimented with for xx. Some of Qureshi and Croft's guitars were also done in the hallway. Qureshi played a Gibson SG with a Fender Hot Rod Deluxe or Blues Deluxe amplifier, while Croft played an Epiphone Les Paul on most of the album and a Gibson ES-335 on a few songs. For her lead guitar parts, Croft used a delay pedal and a Roland Micro Cube amplifier with a reverb setting, which McDonald felt would best replicate her "icy", echo-filled sound on the demos. After all the instrumental elements had been tracked, Croft and Sim recorded their vocals together, rarely singing backup to one another on any of the songs. McDonald believed it was important for the singers to be "in sync" and share the same mental state or mood when performing full takes of songs, some of which he said benefited from when they were both "quite tired and emotional". He had Croft and Sim sing into Neumann microphones on most of the songs in order to make their vocals sound as "intimate" and conversational as possible. The microphones were among the more expensive items he borrowed for the studio's preliminary setup so XL would not be overwhelmed with a costly budget. Despite McDonald's close involvement, the xx had been encouraged to self-produce their album by Russell; he believed it would remain faithful to both the band's distinctive live sound and the DIY ethic practised at XL since its beginnings as a rave label. Smith was chosen by the rest of the group to produce xx. He used Logic 8 recording software on his Mac Pro and often worked late nights in a nearby conference room while they recorded in the studio with drafts of his beats. Smith produced rhythm tracks with an Akai MPC sampler, which he occasionally processed through a Roland RE-201 and other effects units. He also created click tracks for the rest of the band to keep timing when they recorded their individual parts. After those parts had been recorded, he refined and incorporated his beats into the songs for three to four weeks. Croft trusted that Smith, who did not want to conceal any imperfections by overproducing xx, would make it practical for them to perform live rather than layer the songs with several guitar or vocal elements. Most of xx was recorded from late December 2008 to late January 2009 before McDonald and Smith began an exhaustive mixing process, which lasted two weeks. For each song, they mixed one or two tracks of each instrument and used Waves Audio components to equalise the recordings. Having enjoyed how the demos captured unintended background noises such as street sounds, McDonald deliberately left certain sounds that would have otherwise been unwanted in the final mix. "I wanted it to sound like people in a room, rather than this polished kind of perfect crystalline thing", he explained. "It was all the small details that we really liked." In February 2009, the group wrote and recorded "Fantasy", "Shelter" and "Infinity" before finishing xx, possibly by month's end according to McDonald; the album's liner notes credited the final date of recording as April. Sim sang his vocals for "Infinity" on the side of the studio opposite from Croft after his microphone had been unintentionally moved there, which resulted in a distant-sounding vocal exchange on the song. While recording "Shelter", a mechanical part from the guitar amplifier loosened and caused it to make a clattering sound, which McDonald and the xx chose to retain. "It was just like this missing piece of percussion that the track needed!", McDonald recalled. ## Music The songs on xx are composed around a framework of basslines and beats, while incorporating simple guitar riffs for melody, rhythm and texture; their melodic notes are separated by rests. Croft said the band's style of instrumentation became defined by the limited equipment they originally used: "My guitar sound pretty much came from discovering there was reverb on my little practice amp and really loving the mood it created." The loudest song, "Intro", is a largely instrumental recording with double-tracked beats, distorted keyboard, non-lexical vocables and a guitar riff. Songs such as "Crystalised" and "VCR" begin with a melodic ostinato and some understated sounds, including a xylophone on the latter, before leading to quietly sung verses. Croft and Sim exchange verses on "Crystalised" while backed by the sound of drum stick clicks and basslines before the beat is heard. On the austerely arranged "Night Time", Croft sings its first two minutes over only guitar and bass before its beat develops. "Fantasy" is highlighted by a shoegazing guitar sound. While McDonald observes a predominant R&B element, Russell feels the xx's music evokes the early hip hop records he listened to when he was young, as they are often limited to vocals, samples and beats. Music journalists, however, infer from xx that their influences are alternative rock acts such as Portishead, Young Marble Giants and Cocteau Twins, the last of which Croft said she had never heard before the album was released. The Scotsman describes xx as a minimalist, melancholic indie pop record that draws on elements from electronica and R&B, as well as The Cure and other alternative groups. According to Sarah Boden of The Observer, the album's unadorned, dream pop love songs are reminiscent of Cocteau Twins and Mazzy Star, because they feature low tempos, moody melodies and rhythms influenced by R&B and dubstep. Their arrangements have what Neil McCormick calls "a very British, industrial aspect", somewhat similar to the dub-inflected post-punk sound of the English producer Martin Hannett and his work with the band Joy Division. Both Croft and Sim said their combination of seemingly disparate influences could be attributed to the variety in each band member's music collection. ### Lyrics On xx, Croft and Sim touch on themes of love, desire and loss in their songwriting, which Croft said has "always been based around emotions, right from the start. My favourite songs are usually quite sad and I think heartbreak is something that so many people can connect with." Like Croft, Sim said he wrote much of his lyrics at night when his emotions ran "a bit higher". Because of their reserved personalities, Robert Christgau believes they rely on a low-key, vulnerable style and exchange "ideas about intimacy as contemporaries, comrades, prospects, lovers, ex-lovers and friends". According to NME magazine's Emily Mackay, all of the songs deal with the consuming emotions associated with first love, including the tacit intimacy on "VCR", the yearning expressed on "Heart Skipped a Beat" and the premature affection warned of on "Crystalised". Petra Davis from The Quietus argues that the thematic crux of xx is in the succession of songs from "Islands" to "Shelter", each of which sees "a radical shift in perspective on a similar – perhaps a single – love story." The album's Roman numeral title refers to each of the band members having turned 20 years old by the time xx was released. Because of their age, many critics interpret the songs as nocturnal depictions of adolescent lust. Philip Sherburne writes in Spin that xx brims with a "young lust" often found in rock music, and recordings such as "Fantasy" and "Shelter" express a jaded yearning, particularly in a lyric from the latter song: "Can I make it better with the lights turned on". Croft vehemently denied this: "We were writing these songs when we were 17. I can honestly say I've never thought this is about my sex life." Croft and Sim, who are both gay, did not intend for the songs to be heard as romantic duets; she said they are singing "past each other" rather than to each other. Having combined their individually written lyrics, they could not definitely explain what their songs were about, although Croft said Sim's lyrics resonated with her nonetheless and enjoyed the personal interpretation it offered. "You can put them into your own life", she explained, "like, 'Oh, this is my song.'" The romantic situations Sim wrote of had been inspired by other people. "I hadn't really had any relationships to be working off, but I had a huge interest in life, and looking at other people's relationships around me", he said. ## Marketing "Crystalised" was released as the xx's debut single on 27 April 2009 and helped build interest in the band among listeners and journalists. It was part of a series of singles from xx, which included "Basic Space" on 3 August, "Islands" on 26 October and "VCR" on 25 January 2010. The band's music was largely ignored by BBC Radio 1 in the United Kingdom, and other major media outlets also believed they did not warrant strong attention; one editor from NME said at the time that the band was not ideal for their magazine's front cover. In the United States, the group benefited from the word-of-mouth marketing of blogs, beginning when they performed six consecutive sold-out shows at New York City clubs such as Pianos and the Mercury Lounge months prior to the album's release. Several of the songs from xx were licensed by XL to television programmes in the UK and North America. "Intro" became widely used as theme music in television, including sports highlights, episodes of series such as Law & Order and Cold Case, an advertisement for AT&T and BBC's coverage of the 2010 British general election. Along with their placement in television, songs from the record were used by North American chain stores such as Starbucks and Urban Outfitters as background music at their locations. According to McCormick in 2010, these marketing strategies helped the xx develop enough media presence to garner "over half a million sales around the world without ever having anything as vulgar as a hit". Kris Chen, XL's A&R senior vice-president, believed the exposure was desired and necessary for promoting an album that was not "driven by pop radio". Although the band realised their music had to be marketed somehow, Croft expressed reservations about "putting our music on everything, just to put it to anything just for the sake of money". ## Critical reception xx was released by Young Turks in August 2009 to widespread critical acclaim. At Metacritic, which assigns a normalised rating out of 100 to reviews from professional publications, the album received an average score of 87, based on 25 reviews. According to Alexis Petridis, it was the most acclaimed album of the year. Critics particularly praised the xx's sound on the album; Simon Price wrote in The Independent that they were being universally lauded for their "atmospheric indie rock, and rightly so". The Daily Telegraph's Jack Arnhold regarded xx as "one of this year's most beautiful and original debut albums". Reviewing for The New Yorker, Sasha Frere-Jones remarked that the album rewards repeated listens because of the band's disciplined playing, while Mark Edwards of The Sunday Times said it succeeds with simple but "very near perfect" pop songs. AllMusic's Heather Phares called the instrumentation impeccable and was impressed by how poised and refined such a young group sounds. In The Irish Times, Jim Carroll said the exceptional chemistry behind Croft and Sim's melancholic duets is the highlight of "this drop-dead gorgeous dream-pop symphony". Matthew Cole from Slant Magazine believed their rapport gives an emotional weight to the music, which he said sounds timeless and capable of appealing to both indie and popular tastes. Christgau, writing in MSN Music, was somewhat more impressed by the music than by the lyrics, although he said the underlying force behind the singers' charmingly minimalist songs is a "spiritual dimension" offered by their ability to "shift roles without ever seeming hostile, cold or even unsupportive". Some reviewers had reservations. Jon Caramanica of The New York Times felt the singers are too disengaged and reticent to reveal any genuine emotion. "Though they're singing to each other, it rarely feels intimate", he wrote, "more like two shy teenagers, eyes cast downward, awkwardly talking to the ground". In the opinion of PopMatters' critic Ben Schumer, the consistent structures and tempos of the songs makes them sound somewhat monotonous on what is an otherwise affecting nocturnal mood piece. Conversely, Joshua Errett from Now found the music and singing mesmerising but lamented the lyrics, which he deemed emotionally immature and "overwrought". At the end of 2009, xx appeared on several critics' lists of the year's best albums, including rankings of ninth by Rolling Stone, sixth by Uncut, third by Pitchfork, second by NME and fourth by the Chicago Tribune critic Greg Kot. The Guardian named it the year's best record in their annual critics poll and Tim Jonze, the newspaper's editor, hailed it as not only "the sound of 2009, [but also] a distinctive musical statement of the like we may never get to hear again". It also finished seventh in The Village Voice's Pazz & Jop poll of American critics and third in HMV's Poll of Polls, an annual list compiled by the British music retailer HMV and collated from best-album nominations made by journalists in the English and Irish music press. In decade-end lists of the greatest records from the 2000s, The Sunday Times and its sister paper, The Times, ranked xx seventy-seventh and thirtieth, respectively. The record was also included in the 2010 edition of Robert Dimery's music reference book 1001 Albums You Must Hear Before You Die. ## Sales and legacy xx was not an immediate chart success, but eventually became a sleeper hit. It debuted at number 36 on the UK's Official Albums Chart and sold 4,180 copies in the first week after it was released, while in the United States it did not chart higher than number 92 on the Billboard 200. The album sold steadily for the next 44 weeks until July 2010, when it experienced a sharp increase in sales and a jump from number 44 to 16 on the British chart following its announcement as a nominee for the Mercury Prize, an annual award given to the best album from the UK and Ireland. By then, it had sold more than 150,000 copies in the UK and 179,000 copies in the US. Before the nominations shortlist had been announced, bookmakers and critics considered the xx as favourites to win the award over the more high-profile artists Corinne Bailey Rae, Paul Weller and Dizzee Rascal. The album remained in the top 20 of the UK chart in the weeks leading up to the Mercury Prize ceremony in September. Immediately after its win that week, it climbed from number 16 to 3 on its highest weekly sales – 28,666 copies – and reached a total of 212,835 copies sold. McCormick, one of the critics who predicted its victory, explained that it "seemed the record that most represented Britain" with its charmingly intimate style and unique take on modern pop tastes, while citing its win as "a rare example of the Mercury Prize doing music lovers a service". By December 2010, xx had sold 325,000 copies in the UK and was certified platinum by the British Phonographic Industry. In the US, the album reached 350,000 copies sold by June 2012 with consistent weekly sales during its first two years of release, which Time magazine's Melissa Locker said was "quite a feat" in an era of music piracy, media streaming and YouTube. Adding to its commercial success, songs from the album were covered by a variety of major recording artists, including Shakira, Gorillaz and Orchestral Manoeuvres in the Dark. Although xx had been highly anticipated by XL, the album's success exceeded expectations in the press. McDonald said their direction and sound would have been entirely different had expectations been higher, while Croft was "baffled" by the acclaim given to what she viewed as an album they had made "for themselves". Sim had mixed feelings about its success, believing it could affect his songwriting in the future: "This album was done with no expectations. No one knew who we were. When I was writing the songs, I didn't think anyone other than Romy or James would ever actually hear them. Now I know so many people will. I might feel I have to be a bit more private." At the Mercury Prize ceremony, Sim said the time since the album's release had "felt like a haze", but that the event served as "a moment of clarity". In their acceptance speech, the xx announced they would use the £20,000 prize money to build their own studio, where they subsequently wrote and recorded their second album Coexist. When Coexist debuted in September 2012, xx was still on the British chart at number 37 and had sold 446,734 copies in the UK. The following year, it was ranked number 237 on NME's list of the top 500 albums of all time and named the 74th greatest debut record by Rolling Stone, who found its music radical as "an exercise in restraint, in the artful use of space and silence" during popular music's period of maximalism. In subsequent years, xx proved highly influential as many indie bands and mainstream pop acts incorporated the record's distinctive musical characteristics into their own songs. Petridis later wrote that to his surprise much of 2016's best-selling singles "sounded oddly but irrefutably" like the album: "You can hear its muted, echoing guitars on everything from the Chainsmokers' 'Don't Let Me Down' to Shawn Mendes' 'Stitches' to Zara Larsson's 'Lush Life'." Ryan Tedder, who wrote hit songs for such top-selling singers as Beyoncé, Taylor Swift and Ariana Grande, said the xx's "hauntingness" on the record "gets referenced in at least every other [writing] session". By January 2017, xx had reached 562,400 copies sold in the UK, and in September 2019, its sales there were reported at 612,000. That same month, it placed 26th on The Guardian's poll of 45 music writers ranking the 100 best albums from the 21st century. In an essay accompanying the list, the newspaper's music editor Ben Beaumont-Thomas said the album features "the most compelling duets of the period: rather than singing to each other, it was as if two people were going through the same thing without the other knowing it – the perfect mood music for the disconnected interconnection of dating apps and social media." Based on such listings, the aggregate website Acclaimed Music ranks xx as the 22nd most acclaimed album of the 2000s decade and the 246th most acclaimed album in history. ## Touring After xx was released, the xx toured Europe and North America through the end of 2009. Their first show in August was at Hoxton Hall in London, which Sim recalled was attended by only 112 people. When Pitchfork's positive review of the album elicited greater interest among American listeners, the xx were booked as the supporting act for the Friendly Fires's tour of larger club venues in the US. The difficulties of touring early on exacerbated the growing tensions between Qureshi and the rest of the group, which culminated in her dismissal after a difficult stay at an October music festival in New York. It was reported that she had become fatigued and left the group after they cancelled several concerts. Sim disputed those reports and said her departure had been the band's decision: "We've grown up to be very different people. It wasn't working any more musically or as a friendship." Croft told NME in November, "I guess 'personal differences' would be the standard way to say it. I guess it's just the intensity of being on tour, things are so much heightened." Rather than find a replacement for Qureshi, the xx continued to tour as a smaller line-up of guitar, bass and percussion. They also reduced their already minimalist arrangements for songs in concert, although Sim jokingly said Smith "needs another few arms so he can work everything" after Qureshi's departure. In their shows, Croft abandoned playing solos and chords in favour of less defined figures and motifs, while Smith performed beats and ambient sounds from his synth pad as an accompaniment to Croft and Sim's playing. Because their style had been suited to the small venues they first played, the xx focused more on the production value of their concerts and performing for larger audiences while on tour. They dressed in dark clothing and illuminated the stage with light boxes displaying their x-shaped, white-on-black logo. With a growing fanbase, the xx made commitments to more concerts and extended their tour for the album. They toured intermittently for 18 months, including most of 2010. That year, they embarked on their first US tour and played high-profile festivals such as South by Southwest, Coachella and Bonnaroo. They were also a supporting act for fellow English group Florence and the Machine. Recalling the xx's show at Coachella, where they performed for 30,000 people, Croft said: "That was the moment when I was, like, Oh, my God, I think people might be into this." By touring frequently, the xx broadened their reputation among listeners and the press. In March 2010, they played two consecutive nights at the Shepherd's Bush Empire in London to capacity crowds and appeared on the cover of NME, who proclaimed them "the most underrated band in Britain". In April and May, they toured the southern US and Japan, which Croft said was most demanding part of the tour because "none of us had been away from home continuously for so long." They were accompanied during this six-week period by the photographer Jamie-James Medina, who later published his photos of the group in his book The Tourist (2010). While on tour, the xx acclimated themselves to the increased attention and became considerably more sociable and confident. As Sim recounted, "If you'd have put me onstage at London's Shepherd's Bush Empire a few years ago, I'd have run away. I couldn't have done it. We used to be terrified." In June 2010, the band played the Glastonbury Festival in Somerset and, according to the journalist Jude Rogers, displayed a newfound confidence through the rest of their summer and "post-Mercury [Prize] autumn" concerts: "Croft would sing more boldly, Sim developed an onstage swagger and Smith began experimenting with different rhythms and textures." ## Track listing ## Personnel Credits are adapted from the album's liner notes. The xx - Romy Madley Croft – guitar, vocals - Oliver Sim – bass, vocals - Jamie Smith – beats, MPC, production, mixing - Baria Qureshi – keyboards, guitar - The xx – photography, design Additional personnel - Rodaidh McDonald – mixing, engineering - Nilesh Patel – mastering - Phil Lee – art direction, design ## Charts ### Weekly charts ### Year-end charts ## Certifications ## Release history ## See also - List of Irish Independent Albums Chart number-one albums of 2010 - List of number-one hits of 2010 (France) - List of UK Indie Chart number-one albums of 2010
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2009 Orange Bowl
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[ "2008–09 NCAA football bowl games", "2009 in sports in Florida", "Cincinnati Bearcats football bowl games", "January 2009 sports events in the United States", "Orange Bowl", "Virginia Tech Hokies football bowl games" ]
The 2009 FedEx Orange Bowl was the 75th edition of Orange Bowl, an annual college football bowl game. It pitted the 2008 Atlantic Coast Conference (ACC) champion Virginia Tech Hokies against the Big East Conference champion Cincinnati Bearcats on January 1, 2009, at Dolphin Stadium in Miami Gardens, Florida. Virginia Tech defeated Cincinnati, 20–7. The game was the second contest in the 2008–2009 Bowl Championship Series (BCS) of the 2008 NCAA Division I FBS football season and was the concluding game of the season for both teams. The game was televised in the United States on FOX, and an estimated 9.3 million viewers watched the broadcast live. Virginia Tech was selected to participate in the Orange Bowl after a 9–4 season that culminated in a 30–12 victory in the 2008 ACC Championship Game. Cincinnati was selected as the other half of the matchup after an 11–2 season that ended with a 29–24 win against Hawaii. In the weeks between the teams' selection and the playing of the game, media attention focused on the nature of Cincinnati's first BCS game appearance and Virginia Tech's attempt to win its first BCS game since 1995. Attention also focused on Cincinnati's proficient offense and Virginia Tech's highly rated defense. The game kicked off at 8:47 p.m. Eastern Standard Time in warm weather, and Cincinnati scored first, converting the game's opening possession into a touchdown and a 7–0 lead in the first quarter. Virginia Tech responded in the second quarter, tying the game at seven before taking a 10–7 lead with a field goal as time expired in the first half. In the third quarter, the two teams battled defensively, with only the Hokies able to score any points as Tech extended its lead to 13–7. During the final quarter, Virginia Tech scored its second touchdown of the game, giving the Hokies a 20–7 lead that lasted until time expired. In recognition of his performance during the game, Virginia Tech running back Darren Evans was named the game's most valuable player. He set a Virginia Tech bowl-game record for carries and tied the Tech record for rushing yards in a bowl game. Cincinnati replaced two coaches after the loss, and three months after the game, players from each team entered the National Football League (NFL) via the 2009 NFL Draft. Cincinnati had six players selected in the draft, while Virginia Tech had one. ## Team selection The Orange Bowl is one of five Bowl Championship Series (BCS) bowl games that have been played at the conclusion of every college football season since 2006. As defined by contract, the bowl matches the champion of the Atlantic Coast Conference (ACC) against an at-large pick chosen by a special committee. On December 6, 2008, the Virginia Tech Hokies defeated the Boston College Eagles in the 2008 ACC Championship Game, thus winning an automatic bid to the 2009 Orange Bowl Game. The at-large spot in the Orange Bowl was filled via a round-robin selection procedure defined by the other Bowl Championship series games (the Sugar, Fiesta, and Rose bowls) and the automatic bids. The order of at-large selections rotates annually among the BCS bowls. In 2009, the Fiesta Bowl picked first, followed by the Sugar Bowl, then the Orange Bowl. The Fiesta Bowl picked Ohio State, while the Sugar Bowl selected Utah. The Orange Bowl was thus left to select Big East Conference champion Cincinnati, fulfilling the BCS' contractual obligation to provide a game for the conference's champion. ### Cincinnati The Cincinnati Bearcats ended the 2007 college football season with a 10–2 record, including a win in the 2007 PapaJohns.com Bowl over Southern Miss, 31–21. It was only the second time in school history that Cincinnati had won 10 games in a season. Before the 2008 season, the Bearcats hoped quarterback Ben Mauk would be allowed to play an unusual sixth year of college football, a possibility created by a year lost to injury and a redshirt year. After Mauk's request was denied by the NCAA, the annual poll of media covering Big East football picked Cincinnati to finish fifth in the eight-team Big East. The Bearcats opened the 2008 college football season against , winning 40–7 in an offensive effort led by senior quarterback Dustin Grutza, who was named the team's starter at that position following Mauk's dismissal. For its second game of the season, Cincinnati traveled to Norman, Oklahoma, to face the Oklahoma Sooners for the first time. In a 52–26 loss to a team that would play for the national championship that season, Grutza broke his ankle and was replaced by junior Tony Pike. For their third game of the season, the Bearcats returned to Nippert Stadium—their home field—to play the first of two Mid-American Conference (MAC) opponents, in-state rival Miami. In the 113th Battle for the Victory Bell, Cincinnati won, 45–20. Following the victory against Miami, the Bearcats traveled to Akron, Ohio to play the Akron Zips. Against the Zips, Pike broke his arm and was replaced by redshirt freshman Chazz Anderson, who was also injured during the game. Fellow redshirt freshman Zach Collaros then entered the game and led the Bearcats to a 17–15 victory. The close win against Akron was followed by a 33–10 win over Marshall, the Bearcats' final nonconference game before beginning Big East play. At the start of conference play, the Bearcats were 4–1, and their only loss was against top-five opponent Oklahoma. With Pike still injured, Cincinnati beat Rutgers, 13–10, in the Bearcats' first Big East game of the season. The Bearcats suffered their second defeat of the season in the following week, however, losing to the UConn Huskies, 40–16. Pike returned from the injury and had the Bearcats leading at halftime, but he left the game at the half when numbness in his non-throwing hand prevented him from being able to take the snap. In the two weeks that followed the loss to the Huskies, Cincinnati recovered to beat two top-25 opponents: No. 23 South Florida and No. 20 West Virginia. The two victories pushed the Bearcats to a 3–1 conference record and the No. 22 position in the AP Poll before Cincinnati's annual rivalry game against Louisville. That game, also known as the Battle for The Keg of Nails, ended in a Cincinnati victory for the first time since 2002. Following the rivalry game win, Cincinnati played the Pittsburgh Panthers in a game for control of first place in the Big East. In front of a record crowd at Cincinnati's home field, the Bearcats claimed first place with a 28–21 win. Heading into its game against the Syracuse Orange, Cincinnati was assured at least a share of the Big East Championship, but a 30–10 win over Syracuse gave the Bearcats sole possession of the championship, the first Big East title in school history. After clinching the Big East Championship and a bid to a BCS bowl, Cincinnati ended the regular season with a game in Hawaii against the Hawaiʻi Warriors. Despite trailing for much of the game, the Bearcats scored 19 unanswered points and ended the regular season with a 29–24 victory. Already assured a BCS berth by virtue of their Big East championship, on December 7, 2008, the Bearcats were selected to participate in the 2009 Orange Bowl. ### Virginia Tech The Virginia Tech Hokies entered the 2008 season after an 11–3 overall 2007 record that included a win in the 2007 ACC Championship Game and a loss to the Kansas Jayhawks in the 2008 Orange Bowl. Although the Hokies won the ACC for the second time in less than four years, fans and analysts anticipated Virginia Tech would spend 2008 rebuilding a team that saw 12 starters graduate or enter the National Football League (NFL) Draft. Though picked in a preseason poll to win the Coastal Division of the ACC, the Hokies were upset in their season opener by East Carolina University. Following the loss, Virginia Tech head coach Frank Beamer announced that backup quarterback Tyrod Taylor, who had previously been expected to redshirt and sit out the season, would play in the Hokies' second game, against Furman. Both Taylor and Sean Glennon performed well against Furman, and Tech won, 24–7. Tech's third game of the season came against the Georgia Tech Yellow Jackets, who were debuting a new offensive system the spread option under first-year head coach Paul Johnson. Unlike the game against Furman, Taylor started the game and remained at quarterback throughout, guiding the Hokies to their first ACC victory of the season, 20–17. The win gave Tech the tiebreaker against the Yellow Jackets in the event of a tie in the division standings at the end of the season. The Hokies' fourth game of the season came against the North Carolina Tar Heels, who were defeated by the same margin of victory as Tech's win against Georgia Tech, 20–17. The twin conference victories were followed by two out-of-conference wins: at Big 12 opponent Nebraska and against independent Western Kentucky. At the end of the four-game winning streak, the Hokies had a 4–1 record, 2–0 in conference, and were ranked No. 17 in the country. On October 18, however, the Hokies lost to unranked Boston College in Boston, 28–23. The game was a rematch of the previous year's ACC Championship Game and was a preview of the 2008 ACC Championship Game matchup. The loss was the start of a skid that saw Tech lose three of four games, only managing a victory against Maryland, 23–13. The final contest of that four-game stretch was a 16–13 loss to Coastal Division rival Miami, which then held the tiebreaker over the Hokies in the event of any head-to-head tie. During the last two games of the regular season, however, the Hokies managed two victories: a 14–3 win against last-place ACC team Duke, and a 17–14 triumph over traditional rival Virginia. Miami, meanwhile, lost its final two games of the season: against Georgia Tech and North Carolina State. These losses dropped Miami to a 4–4 record in the ACC, one game behind the Hokies, who were tied with Georgia Tech at 5–3 following the end of the regular season. By virtue of the Hokies' head-to-head win against the Yellow Jackets, Virginia Tech won the Coastal Division and a spot in the ACC Championship Game. When Tech won the championship game against Atlantic Division champion Boston College, 30–12, it was awarded the ACC's automatic bid to the Orange Bowl. ## Pregame buildup Pregame media coverage of the game focused on the fact that the 2009 Orange Bowl was Cincinnati's first Bowl Championship Series game in school history. For Virginia Tech, coverage focused on the Hokies' winless history in BCS games since 1995, as Tech had lost all four of its appearances in a BCS game since an upset win over Texas in the 1995 Sugar Bowl. Also mentioned was the fact that the two teams had faced each other in the 1947 Sun Bowl, which had been each school's first bowl game. The low win rate of ACC teams in general was another point of interest. Teams from the conference had won just one of their ten appearances in a BCS bowl before the Orange Bowl. Before the Orange Bowl matchup, the two teams last played in 2006, when the Hokies defeated the Bearcats, 29–13, at Virginia Tech's home field, Lane Stadium. For the Orange Bowl, spread bettors favored a reversal of that 2006 final, as Cincinnati was initially favored by one point. This expanded to 1.5 points by December 9. The trend toward Cincinnati continued, and on December 27, betting organizations gave Cincinnati the edge by two or two and a half points. The game featured two teams both ranked lower than the two teams playing in a non-BCS bowl, a first in BCS history. The 2008 Poinsettia Bowl featured the No. 9 Boise State Broncos against the No. 11 TCU Horned Frogs. In Miami, Virginia Tech and Cincinnati each made preparations to switch accommodations to a different hotel on the day before the game to better simulate the feel of a regular-season game. Cincinnati's move was accelerated a day when rapper Sean "Diddy" Combs moved into the hotel and coaches, seeking to avoid a distraction, moved up the date of the team's departure. ### Ticket sales The pace of ticket sales for the Orange Bowl varied wildly between the two schools. Each team received an allotment of 17,500 tickets to sell to its fans, and each school sold about 4,000 tickets in the two days immediately following the announcement. Media covering Virginia Tech considered the rate of ticket sales to be slow because the Hokies had sold 50 percent more during a similar timeframe the previous year. Media following Cincinnati ticket sales considered the pace to be fast, calling the Orange Bowl game a "hot ticket". The \$125 tickets sold by Cincinnati generated the largest amount of ticket sale revenue ever recorded by the Cincinnati Athletics Department, netting the school more than \$500,000 in the first day of sales. Travel agencies offered packages including game tickets, airfare, and a hotel room to fans of both teams. Owing to the demand, fans were warned against the danger of counterfeit tickets. In the days immediately following the announcement of the matchup, ticket sales diverged. By December 12, Cincinnati sold about 9,000 tickets. This total increased to approximately 13,000 tickets by December 20, and the school prepared multiple tour buses for a student convoy to the game. At Virginia Tech, meanwhile, sales lagged. In an effort to spur sales, Tech administrators had head football coach Frank Beamer star in a video asking Hokies fans to buy tickets to the game. Owing to limited demand for tickets, prices in the secondary market plunged. As late as December 31, neither team had sold its entire allotment of 17,500 tickets. Cincinnati fans had bought 13,000 tickets, while Virginia Tech fans bought fewer than 5,000 tickets from the school's allotment. Countering Virginia Tech's low direct ticket sales were large numbers of fans who avoided paying face value for tickets—US\$125—by buying them on the secondary market, often for as little as 99 cents. ### Cincinnati offense Before the Orange Bowl, Cincinnati was ranked 50th (of 119 Division I FBS teams) in total offense. The team was ranked 24th in passing offense, with the five quarterbacks pressed into service during the season averaging 254.1 passing yards per game. By the end of the season, Tony Pike emerged as Cincinnati's sole starting quarterback. He finished the regular season having completed 183 of 291 pass attempts for 2,168 yards, 18 touchdowns, and 7 interceptions. He ranked second in the Big East and 29th nationally in passing efficiency with a passer rating of 141.07. Among Cincinnati receivers, there was none of the uncertainty that afflicted the Bearcats' quarterbacks. Wide receiver Mardy Gilyard caught 74 passes during the regular season, setting a Cincinnati record with 1,118 receiving yards. He also had 10 touchdowns during the season, leading all Cincinnati players. Gilyard also played as the Bearcats' primary kick returner. He returned 32 kicks, accumulating a school-record 897 yards and 2 touchdowns. Fellow wide receiver Dominick Goodman outpaced Gilyard in receptions with 78, but he had only 977 receiving yards and 7 touchdowns. On the first play of Cincinnati's game against Hawaiʻi, Dominick injured his shoulder and his ability to play in the Orange Bowl was in doubt. Cincinnati's ground offense was less statistically significant than its passing offense. It was led by running back Jacob Ramsey, who carried the ball 148 times for 630 yards and two touchdowns. Backup running back John Goebel had 124 rushing attempts for 581 yards and 7 touchdowns. ### Virginia Tech offense At the conclusion of the regular season before the Orange Bowl, Virginia Tech's offense was ranked among the worst in Division I, 107th among 119 teams. The Hokies averaged just 296 yards per game during the regular season, and during the ACC Championship Game—the last Tech game before the Orange Bowl—had created a season-low 234 yards of offense. Starting left guard Nick Marshman was not expected to play after becoming academically ineligible following the fall semester, and was replaced by redshirt freshman Jaymes Brooks. On the field, the Hokies' offense was led by quarterback Tyrod Taylor, who completed 86 of his 151 pass attempts for 896 yards, 2 touchdowns, and 6 interceptions in the season before the Orange Bowl. He also carried the ball 132 times for a total gain of 691 yards and 6 touchdowns on the ground. As successful as Taylor was rushing the ball, Virginia Tech's offense on the ground was led by freshman running back Darren Evans, who set a Virginia Tech freshman record for rushing yards by accumulating 1,112 during the regular season. He also scored 10 touchdowns, was named a second-team All-ACC player, and finished second in the voting for the ACC's rookie of the year award. Evans became the sixth freshman in the history of the Atlantic Coast Conference to rush for more than 1,000 yards and set a Virginia Tech single-game record for rushing yards when he ran for 253 yards in Tech's game against Maryland. ### Cincinnati defense Entering the Orange Bowl, the Bearcats were ranked 26th in total defense, allowing an average of 316 yards per game to opposing offenses. Cincinnati was 26th in scoring defense, permitting an average of 20.2 points per game. The Bearcats were No. 1 in sacks among Big East teams, recording 35 during the season. Defensive end Connor Barwin led the Bearcats' defense in sacks with 11, a figure that also was the highest in the Big East and No. 14 nationally. He finished the regular season with 48 tackles, a figure that included the 11 sacks. In recognition of his performance, he was named a first-team All-Big East selection, signifying his status as the best player at his position in the conference. In the defensive secondary, the Bearcats were led by cornerback Mike Mickens and safety Brandon Underwood. Mickens was a second-team All-Big East selection, and Underwood was a first-team All-Big East selection. Mickens was Cincinnati's career leader in interceptions and interception return yardage, and had 65 tackles (third on the team) despite missing three games due to injury. Underwood was fifth on the team in tackles with 60, and had 3 interceptions and 6 pass breakups. The most notable player for Cincinnati, however, was punter Kevin Huber, who was named an Associated Press All-American and became the first player in Bearcats history to earn that honor in two consecutive years. Thanks to Huber's performance during the regular season, Cincinnati led the country in punting average (41.5 yards per kick) and was No. 1 in the Big East for the second consecutive year. ### Virginia Tech defense Virginia Tech's defense was considered among the best in Division I before the Orange Bowl. The Hokies were ranked seventh in total defense, allowing just 277.08 yards per game on average. Virginia Tech also was highly ranked in several other defensive categories: eighth in turnovers gained (30), 13th in scoring defense (17.46 points per game), 15th in pass defense (170.08 yards per game), and 19th in rushing defense (107.00 yards per game). The Hokies' defense also scored five defensive touchdowns during the regular season. Tech's defense was led on the field by senior cornerback Victor "Macho" Harris. During the regular season, Harris tied for fifth in the country in interceptions with six, including two returned for touchdowns. He also had 44 tackles, and was named the top defensive player in the state of Virginia. At defensive end, Tech featured Orion Martin, a former walk-on who rose to a starting position and had 7.5 sacks, 13 tackles for loss, and 53 tackles during the regular season. Heading into the Orange Bowl, the Hokies' defense was afflicted by injuries. Defensive end Jason Worilds had a shoulder injury. Starting linebacker Brett Warren, who had 86 tackles, with 5 tackles for loss, 2 forced fumbles, and 2 interceptions during the regular season, suffered a torn anterior cruciate ligament and was expected to miss the game. ## Game summary The 2009 Orange Bowl kicked off at 8:47 p.m. Eastern Standard Time (EST) at Dolphin Stadium in Miami Gardens, Florida. An estimated total of 73,602 tickets were sold for the game, but bowl officials estimated 15,781 sold tickets went unused, giving a turnstile attendance of 57,821. The game was televised on FOX, and the announcers were Thom Brennaman, Charles Davis, and Chris Myers. An estimated 9.3 million viewers watched the broadcast, earning it a Nielsen rating of 5.4. Figures on the total payout vary, but Virginia Tech and Cincinnati each received between \$17 million and \$18 million for playing in the Orange Bowl, an amount that was shared with the other teams in each school's athletic conference. The ceremonial performance of the national anthem was played on trumpet by Arturo Sandoval. At the start of the game, the weather was clear, with an air temperature of 68 °F (20 °C) and relative humidity of 69 percent. The wind was from the northeast at 7 miles per hour (11 km/h). J. O'Neill was the referee, B. Neale was the umpire, and the linesman was J. Quinn. Orange Bowl Committee chairman Daniel Ponce performed the ceremonial pre-game coin toss to determine first possession. The toss was won by Virginia Tech, which elected to receive the ball to begin the second half, ensuring Cincinnati the right to receive the ball to begin the game. ### First quarter Virginia Tech's opening kickoff was returned to the Cincinnati 28-yard line, where the Bearcats executed the game's first play, a five-yard run by running back John Goebel. On the next play, the Bearcats earned the game's initial first down with a 13-yard pass from quarterback Tony Pike to wide receiver Dominick Goodman. Now at their 46-yard line, Pike then threw his second-longest completed pass of the game, a 38-yard pass to wide receiver Mardy Gilyard. The play advanced the Bearcats' offense to the Virginia Tech 16-yard line, and three plays later, Pike completed a 15-yard pass to Gilyard for a touchdown and the game's first points. The extra point kick by Cincinnati kicker Jake Rogers was good, and with 13:08 remaining in the opening quarter, the Bearcats took a 7–0 lead over Virginia Tech. Cincinnati's kickoff after the touchdown was returned to the Virginia Tech 24-yard line, and the Hokies prepared for their first offensive possession of the game. That play was a 27-yard run by wide receiver Dyrell Roberts, who ran an end-around for the big gain. Now on the Cincinnati side of the field, Virginia Tech running Back Darren Evans ran for one yard, then Hokies quarterback Tyrod Taylor completed a 34-yard pass to wide receiver Danny Coale. The catch gave Virginia Tech a first down at the Cincinnati 14-yard line. On the first play following the long completion, Evans was tackled for a six-yard loss, pushing the Hokies back to the Bearcats' 20-yard line. On the next two plays, Tyrod Taylor rushed for a total of 11 yards, but was unable to gain another first down. Facing fourth down, Virginia Tech head coach Frank Beamer sent kicker Dustin Keys into the game to attempt a 26-yard field goal. The kick sailed right of the uprights, however, and Virginia Tech was denied a scoring opportunity. After the missed kick, Cincinnati's offense took to the field at their 20-yard line. The Bearcats were not able to gain a first down, however, and went three and out before punting back to Virginia Tech. Following the kick, the Hokies started at their 16-yard line. Tech's first play of the drive was a 14-yard pass from Taylor to wide receiver Jarrett Boykin for a first down, but the Hokies were unable to gain another first down. Tech punted back to Cincinnati, and the ball rolled out of bounds at the Cincinnati 30-yard line. The first play of the drive resulted in a short loss, but on the second play, Pike completed a 39-yard pass to Gilyard. The play advanced the Bearcats deep into Virginia Tech territory and gave them a first down. Despite the long play, Cincinnati was unable to gain another first down, and Rogers entered the game to attempt a 44-yard field goal. The kick was partially blocked and fell short, denying the Bearcats three points. With 3:07 remaining in the quarter, Cincinnati still held a 7–0 lead. Following the missed field goal, Virginia Tech's offense took over at their 27-yard line, the spot from which the kick had been missed. Taylor completed a 12-yard pass to Coale, then Evans ran 11 yards, advancing the ball to the 50-yard line. After a pass from Taylor fell incomplete, he completed his next two attempts for a total gain of 19 yards and a first down. Virginia Tech then committed a five-yard false start penalty, pushing the Hokies back to the Cincinnati 26-yard line. With time running out in the quarter, however, Virginia Tech running back Josh Oglesby made good the penalty with a 13-yard run to the Cincinnati 23-yard line. At the end of the first quarter, Cincinnati still led, 7–0. ### Second quarter The second quarter began with Virginia Tech in possession of the ball and facing a second down and two at the Cincinnati 24-yard line. On the first play of the quarter, Cincinnati committed an offsides penalty, giving the Hokies five yards and a first down. From the Bearcats' 19-yard line, Taylor completed a two-yard pass. On the next play, Taylor attempted to run forward with the ball, but fumbled before recovering the loose football. Now facing third down, Taylor scrambled 18 yards to the goal line for Virginia Tech's first touchdown of the game. The extra point kick by Keys was good, and with 13:00 remaining in the quarter, the game was tied at 7–7. Virginia Tech's post-touchdown kickoff was returned to the Cincinnati 28-yard line, and the Bearcats' offense began its first possession of the second quarter. Pike threw an incomplete pass, then connected on a 10-yard throw for a first down. That gain was countered on the next play by a 10-yard holding penalty against the Bearcats. Cincinnati was unable to regain the yardage lost to the penalty and punted. Following the kick, Virginia Tech was similarly stymied by consecutive penalties and a sack of Taylor by Cincinnati's Terrill Byrd. Tech punted, and the kick was returned by Cincinnati wide receiver D.J. Woods to the Virginia Tech 45-yard line. Despite starting in Virginia Tech's half of the field, Cincinnati was unable to capitalize and went three and out. The Bearcats' punt was downed at the Virginia Tech three-yard line, and the Hokies' offense returned to the field. Despite being pinned against their own goal line, the Hokies initially had some success moving the ball. Taylor completed a two-yard pass, Evans ran for six yards, and Taylor ran for two yards on third down to earn a first down at the Tech 13-yard line. After a Tech timeout, Darren Evans ran for five yards. On the next play, he broke free for a 32-yard run, advancing the ball to the 50-yard line. The Hokies were unable to capitalize on Evans' run, however, as on the next play, a pass from Taylor was intercepted by Cincinnati defender Brandon Underwood at the Cincinnati 28-yard line. Cincinnati's offense took over at the spot of the interception and immediately began moving down the field. Pike completed three consecutive passes: a five-yard pass to Gilyard, a 10-yard throw to Goodman, then a 31-yard toss to Gilyard. After the long throw, Cincinnati had a first down at the Virginia Tech 26-yard line. The Bearcats continued their drive after an incomplete pass by Pike with an 18-yard completion to Goebel that gave the Bearcats a first down at the Virginia Tech eight-yard line. Two plays later, however, Cincinnati's drive came to an end when Virginia Tech defender Stephan Virgil intercepted a pass from Pike to a player in the end zone, denying the Bearcats a chance to score. Virgil was downed in the end zone for a touchback, and Virginia Tech's offense started at its 20-yard line after the turnover. Tech's drive began with a completed pass for no gain to Evans. This was followed by a five-yard run by Evans and a 23-yard pass from Taylor to tight end Greg Boone for a first down at the Tech 48-yard line. Taylor then completed a nine-yard pass to Boone. After two plays were stopped for no gain, Taylor ran two yards for a first down, keeping the drive alive. With time running out in the first half, Taylor completed a nine-yard pass to Boone, then ran six yards for a first down at the Cincinnati 26-yard line. The Hokies then called another timeout to stop the clock with three seconds remaining in the quarter. Tech kicker Dustin Keys returned to the game, and as time expired in the first half, he kicked a 43-yard field goal that gave the Hokies a 10–7 lead. ### Third quarter Following a halftime musical performance by The Doobie Brothers, the second half began. Because Cincinnati received the ball to begin the game, Virginia Tech received the ball to begin the second half. The Bearcats' kickoff was returned to the Tech 14-yard line, and the Hokies began the first drive of the third quarter. Evans rushed for four yards, but Oglesby lost four yards on a run during the next play. Facing third and ten, Taylor picked up the first down with an 11-yard run, but fumbled the ball at the end of the play. The loose ball was scooped up by Boone, who kept the Hokies' drive going at the Tech 30-yard line. After the fumble, Evans ran for seven yards and Taylor completed a 10-yard pass to Roberts for a first down at the Tech 47-yard line. Coale then rushed for seven yards on an end-around, and his run was followed by one by Boone, who ran for 16 yards and a first down at the Cincinnati 30-yard line. Two more rushes by Roberts and Evans resulted in another first down, but once the Hokies passed the Cincinnati 20-yard line, the Bearcats' defense stiffened and denied the Hokies another first down. Facing fourth down, Tech again sent in Keys, who kicked a 35-yard field goal. The kick extended Tech's lead to 13–7 with 8:32 remaining in the quarter. Following Virginia Tech's kickoff, Cincinnati began its first drive of the second half at its 36-yard line. Pike was stopped for no gain on a rushing attempt, then attempted a long pass downfield. The ball was intercepted by Virginia Tech defender Kam Chancellor, and the Hokies' offense returned to the field after just two Cincinnati plays. Tech's first play after the interception resulted in Taylor being sacked by Cincinnati defender Brandon Underwood for a loss of three yards, but Darren Evans made up the lost yardage by rushing 14 yards to the Tech 43-yard line for a first down. Taylor and Evans alternated short rushes, then Taylor completed a five-yard pass to Coale for another first down, this one at the Cincinnati 47-yard line. Once in Cincinnati territory, however, the Hokies' offense faltered. Evans was tackled for a two-yard loss, then Taylor was sacked again, this time by John Hughes. A long pass attempt fell incomplete, and Tech punted for the first time in the second half. Returner Danny Milligan fumbled the ball, but he recovered the loose ball and returned it to the Cincinnati 20-yard line. The Bearcats' second possession of the second half was more successful than their first. On the first play of the drive, running back Jacob Ramsey broke free of the Tech defense for a 25-yard run, the longest run of any Cincinnati player in the game. He followed that first-down run by gaining eight more yards on consecutive runs. Pike then ran three yards for a first down at the Tech 44-yard line. There, however, Cincinnati's offense sputtered and could not gain another first down. The Bearcats' punted, and the ball rolled out of bounds at the Tech 14-yard line with six seconds remaining in the quarter. The Hokies had time for one play, a 21-yard run by Evans to the Tech 35-yard line. With one quarter remaining, Virginia Tech had a 13–7 lead over Cincinnati. ### Fourth quarter The fourth quarter began with Virginia Tech in possession of the ball and facing a first down at their 35-yard line. The first play of the quarter resulted in a 20-yard gain by Evans on a running play. After that, however, the Hokies did not gain another first down and punted to Cincinnati. Following the kick, the Bearcats started their first possession of the fourth quarter at their 14-yard line. Running back Isaiah Pead ran for three yards, but then a pass by Pike was intercepted at the 10-yard line by Tech defender Orion Martin. Three rushing plays later, Evans ran six yards for a touchdown. The extra point kick was good, and with 11:29 remaining in the game, Virginia Tech took a 20–7 lead. The Tech kickoff was returned 17 yards by Gilyard to the Cincinnati 40-yard line, giving the Bearcats good field position to start their drive. Two rushes by Goebel resulted in 11 yards and a first down at the Tech 49-yard line. This success on the ground was followed by more through the air, as Pike completed three consecutive passes: a 16-yarder to Gilyard, a 3-yarder to Goodman, and a 14-yarder to Gilyard. Goebel then ran five yards to the Tech 11-yard line. Two Pike passes fell incomplete, setting up fourth down. Rather than attempt to kick a field goal, Cincinnati head coach Brian Kelly ordered the offense to attempt to convert the fourth down. This was done when Pike completed a seven-yard pass to Goodman for a first down at the Virginia Tech four-yard line. Two more Pike passes fell incomplete before Goebel rushed three yards to the Virginia Tech one-yard line. Cincinnati again faced a fourth down, and again, Kelly elected to attempt to score a touchdown rather than kick a field goal. Pike attempted to cross the goal line on a running play, but was stopped by the Virginia Tech defense. With 7:25 remaining in the game, Cincinnati turned the ball over on downs to the Virginia Tech offense, which returned to the field. With a firm lead and now in possession of the ball, Virginia Tech began to run out the clock by executing short rushing plays up the center of the field. Since the game clock does not stop in American college football if a player remains in bounds short of the first down marker, the Hokies could hasten the end of the game and preserve their lead by following this strategy. From their one-yard line, Taylor ran the ball for a one-yard gain, followed by two rushes by Evans for another four yards. The Hokies prepared to punt the ball, but during the kick, Cincinnati committed a 15-yard personal foul penalty by tackling Tech punter Brent Bowden. The penalty gave Virginia Tech a first down and kept their drive going. From the Tech 21-yard line, Evans was stopped for a loss of one yard, but broke free for an 11-yard gain and a first down on the next play. As the clock continued to tick down, Cincinnati began to use its timeouts in an effort to stop the clock after each play. This strategy was partially successful, as Tech was denied another first down and punted with 2:31 remaining in the game. The kick was returned to the Cincinnati 48-yard line, and the Bearcats prepared for a desperation drive in hopes of narrowing the Hokies' lead. On the first play after the punt, however, Pike threw an interception to Virginia Tech defender Cody Grimm. Back in possession of the ball, Taylor kneeled on the ball four times to wind down the game clock. After the final kneeldown, Virginia Tech secured the 20–7 win. ## Statistical summary In recognition of his performance during the game, Virginia Tech running back Darren Evans was named the game's most valuable player. Evans finished the game with 28 carries for 158 yards and a touchdown. He also caught two passes for five yards, set a Virginia Tech bowl-game record for carries, and tied the Tech record for rushing yards. Evans finished the season with 1,265 rushing yards and 11 touchdowns–both marks were Virginia Tech records for a freshman. On the opposite side of the ball, Cincinnati's rushing offense was led by Jacob Ramsey, who finished the game with 4 carries for 34 yards. Cincinnati's John Goebel had nine carries but only accumulated 26 rushing yards. Most of the Bearcats' offense came through the air, however. Cincinnati quarterback Tony Pike finished the game having completed 16 of his 33 pass attempts, resulting in 239 passing yards, 1 touchdown, and 4 interceptions. Pike also ran the ball five times for four yards. Pike's four interceptions were a career-high and marked only the second time he threw more than one interception in a game. For Virginia Tech, quarterback Tyrod Taylor finished the game with 13 completions from 22 pass attempts, resulting in 140 passing yards and 1 interception. In addition to his passing, Taylor ran with the ball 15 times, gaining 47 yards and a touchdown in the process. Taylor's favorite passing targets were wide receiver Danny Coale, who finished the game having caught three passes for 52 yards, and tight end Greg Boone, who caught 3 balls for 41 yards. On the Bearcats' side of the field, Cincinnati's Mardy Gilyard led all receivers with 7 catches for 158 yards and a touchdown. Gilyard's receiving total was his best of the season and set a new Cincinnati bowl-game record. He also set a Bearcat bowl-game record for kickoff return yardage, recording 97 yards in that category. Fellow Cincinnati receiver Dominick Goodman caught 6 passes for 51 yards, in the process becoming Cincinnati's all-time leader in career receiving yards. The two teams' defenses also performed statistically well during the game. Cincinnati's Terrill Byrd led all defenders by recording 11 tackles during the game. Included in that total were four tackles for loss, including one sack. That performance was his best in terms of quantity during the season, and his four tackles for loss moved him into sixth place on Cincinnati's list of career tackles for loss leaders. For the Hokies, Dorian Porch had eight tackles, leading all Tech players. Cody Grimm, Orion Martin, Stephan Virgil, and Kam Chancellor each recorded one interception. The four interceptions were a Tech bowl-game record, and Chancellor's catch gave him six for the season, tying him with Victor Harris for the most on the team. It was the first time since 1968 that two Virginia Tech players had six interceptions apiece. Cincinnati's sole interception came at the hands of Brandon Underwood, who tallied his third of the season. Each team found success on special teams as well. Cincinnati punter Kevin Huber, a first-team All-American, kicked the ball four times, averaging 45.8 yards per punt. A 56-yard punt in the first quarter marked the ninth consecutive game he had a kick of at least 50 yards. Virginia Tech placekicker Dustin Keys missed his first field goal attempt of the game but successfully converted his next two kicks, giving him 23 field goals and the Tech single-season record in that category. ## Postgame effects Virginia Tech's victory raised it to a final record of 10–4, while Cincinnati's loss dropped it to a record of 11–3. The Hokies' 10-win season was the fifth consecutive year in which Tech recorded at least 10 wins, a feat matched only by the University of Southern California and the University of Texas during the same time period. As a reward for coaching the Hokies to an ACC Championship and an Orange Bowl championship, Virginia Tech coaches were given hundreds of thousands of dollars in bonuses. In Miami, hoteliers and Dolphins Stadium had to quickly prepare for the arrival of Oklahoma and Florida, the two teams that played in the 2009 BCS National Championship Game one week after the Orange Bowl. Signs were changed, the playing field was repainted, and accommodations were prepared for the thousands of expected spectators. In total, South Florida's economy received an estimated \$220 million boost from visitors who arrived to watch the two games. ### Coaching changes In the postseason that followed the Bearcats' loss to Virginia Tech, Cincinnati assistant head coach and defensive line coach Keith Gilmore resigned to accept the position of defensive line coach at the University of Illinois. To replace Gilmore, Cincinnati promoted special teams coach Mike Elston, who assumed assistant coaching and defensive line duties. In February, Cincinnati defensive coordinator Joe Tresey was fired by the school. He subsequently was hired by the University of South Florida to fill that school's vacant defensive coordinator position. Replacing Tresey is Virginia defensive coordinator Bob Diaco. ### 2009 NFL Draft As the final game of the 2008–2009 regular season, the 2009 Orange Bowl gave Virginia Tech and Cincinnati players a chance to show their skills before the 2009 NFL Draft. Cincinnati had six players selected in the draft. Defensive end Connor Barwin was the first Bearcats player taken. He was picked in the second round, 46th overall. He was followed by punter Kevin Huber (142nd overall), cornerback DeAngelo Smith (143rd), cornerback Brandon Underwood (187th), cornerback Mike Mickens (227th), and guard Trevor Canfield (254th). Several Cincinnati players were signed as free agents after the draft. These included defensive tackle Adam Hoppel, linebacker Corey Smith, and offensive lineman Khalil El-Amin. Virginia Tech had just one player taken in the 2009 draft: cornerback Victor Harris, who was picked by the Philadelphia Eagles with the 157th overall selection. Four Hokies were taken as free-agent selections after the draft. Defensive end Orion Martin, quarterback Sean Glennon, center Ryan Shuman, and fullback Devin Perez were signed to try out for various NFL teams. ## See also - Glossary of American football
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Hungarian occupation of Yugoslav territories
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[ "1940s in Croatia", "1940s in Slovenia", "1941 establishments in Yugoslavia", "1944 disestablishments in Yugoslavia", "20th century in Vojvodina", "Annexation", "History of Baranya (region)", "History of Bačka", "Hungary in World War II", "Hungary–Yugoslavia relations", "Serbia in World War II", "Slovenia in World War II", "The Holocaust in Yugoslavia", "World War II crimes", "World War II occupied territories", "Yugoslavia in World War II" ]
During World War II, the Kingdom of Hungary engaged in the military occupation, then annexation, of the Bačka, Baranja, Međimurje and Prekmurje regions of the Kingdom of Yugoslavia. These territories had all been under Hungarian rule prior to 1920, and had been transferred to Yugoslavia as part of the post-World War I Treaty of Trianon. They now form part of several states: Yugoslav Bačka is now part of Vojvodina, an autonomous province of Serbia, Yugoslav Baranja and Međimurje are part of modern-day Croatia, and Yugoslav Prekmurje is part of modern-day Slovenia. The occupation began on 11 April 1941 when 80,000 Hungarian troops crossed the Yugoslav border in support of the German-led Axis invasion of Yugoslavia that had commenced five days earlier. There was some resistance to the Hungarian forces from Serb Chetnik irregulars, but the defences of the Royal Yugoslav Army had collapsed by this time. The Hungarian forces were indirectly aided by the local Volksdeutsche, the German minority, which had formed a militia and disarmed around 90,000 Yugoslav troops. Despite only sporadic resistance, Hungarian troops killed many civilians during these initial operations, including some Volksdeutsche. The government of the newly formed Axis puppet state, the Independent State of Croatia, subsequently consented to the Hungarian annexation of the Međimurje area, which dismayed the Croat population of the region. The occupation authorities immediately classified the population of Bačka and Baranja into those that had lived in those regions when they had last been under Hungarian rule in 1920 and the mostly Serb settlers who had arrived since the areas had been part of Yugoslavia. They then began herding thousands of local Serbs into concentration camps and expelled them to the Independent State of Croatia, Italian-occupied Montenegro, and the German-occupied territory of Serbia. Ultimately, tens of thousands of Serbs were deported from the occupied territories. This was followed by the implementation of a policy of "magyarisation" of the political, social and economic life of the occupied territories, which included the re-settlement of Hungarians and Székelys from other parts of Hungary. "Magyarisation" did not impact the Volksdeutsche, who received special status under Hungarian rule, and in Prekmurje the Hungarian authorities were more permissive towards ethnic Slovenes. Small-scale armed resistance to the Hungarian occupation commenced in the latter half of 1941 and was answered with harsh measures, including summary executions, expulsions and internment. The insurgency was mainly concentrated in the ethnic-Serb area of southern Bačka in the Šajkaška region, where Hungarian forces avenged their losses. In August 1941 a civilian administration took over the government of the "Recovered Southern Territories" (Hungarian: Délvidék), and they were formally annexed to Hungary in December. In January 1942 the Hungarian military conducted raids during which they killed over 3,300 people, mostly Serbs and Jews. In March 1944, when Hungary realised that it was on the losing side in the war and began to negotiate with the Allies, Germany took control of the country, including the annexed territories, during Operation Margarethe I. This was followed by the collection and transport of the remaining Jews in the occupied territories to extermination camps, resulting in the deaths of 85 per cent of the Jews in the occupied territories. Prior to their withdrawal from the Balkans in the face of the advance of the Soviet Red Army, the Germans evacuated 60,000–70,000 Volksdeutsche from Bačka and Baranja to Austria. Bačka and Baranja were restored to Yugoslav control when the Germans were pushed out of the region by the Red Army in late 1944. Međimurje and Prekmurje remained occupied until the last weeks of the war. ## Background At the Paris Peace Conference following the conclusion of World War I, the Entente Powers signed the Treaty of Trianon with Hungary after the breakup of Austria-Hungary. Among other things, the treaty defined the border between Hungary and the newly created Kingdom of Serbs, Croats and Slovenes (KSCS, renamed the Kingdom of Yugoslavia in 1929). It divided the previously Hungarian-ruled regions of Banat, Bačka and Baranja between Hungary, the KSCS, and Romania, and transferred the Međimurje region and about two thirds of the Prekmurje region from Hungary to the KSCS. Sizable numbers of Hungarians and Volksdeutsche remained in the areas incorporated into the KSCS. Between 1918 and 1924, 44,903 Hungarians (including 8,511 government employees) were deported to Hungary from the territories transferred to Yugoslavia, and approximately 10,000 Yugoslav military settlers (Serbo-Croatian: Solunski dobrovoljci, lit. Salonika volunteers), mainly Serbs, were settled in Bačka and Baranja by the Yugoslav government. During the interwar period Hungary agitated for a revision of the borders agreed in the Treaty of Trianon, and relations between the two countries were difficult. On 22 August 1938, Czechoslovakia, Romania and Yugoslavia agreed to a revision of Trianon that allowed Hungary to re-arm itself. ### Demographics Prior to the occupation, the most recent Yugoslav census had been taken in 1931. This census used language as the primary criterion, and counted all speakers of Serbo-Croatian as one group, rather than recognising distinct Serb, Croat, Bosnian Muslim, Macedonian and Montenegrin nationalities. Aligning data on religious affiliation with the linguistic data has been used by scholars to determine approximate numbers of Serbs and Croats in the 1931 census, by counting those of the Roman Catholic denomination as Croats. According to the 1931 census, the territories of Bačka and Baranja had a combined population of 837,742. This included between 275,014 and 283,114 Hungarians, and between 185,458 and 194,908 Volksdeutsche. Hungarians therefore made up around one-third of the population of these territories, with the Volksdeutsche comprising slightly less than one-quarter. According to the historian Dr. Krisztián Ungváry, the 1931 census showed that the population of Bačka and Baranja included 150,301 Serbs and 3,099 Croats. This corresponds to a Serb population of about 18 per cent. These figures vary considerably from the combined Serb and Croat population of 305,917 provided by Professor Jozo Tomasevich, corresponding to 36.5 per cent of the population. The 1931 census figures for Međimurje and Prekmurje show a total population of 193,640, of which 101,467 (52.2 per cent) were Croats, 75,064 (38.7 per cent) were Slovenes, and 15,308 (8 per cent) were Hungarians. ### Developments 1938–1941 Between 1938 and 1940, following German–Italian mediation in the First and Second Vienna Awards, and the Hungarian invasion of Carpatho-Ukraine, Hungary enlarged its territory. It absorbed parts of southern Czechoslovakia, Carpathian Ruthenia and the northern part of Transylvania, which the Kingdom of Romania ceded. One of the ethno-cultural areas that changed hands between Romania and Hungary at this time was the Székely Land. The support that Hungary received from Germany for these border revisions meant that the relationship between the two countries became even closer. On 20 November 1940, Hungary formally joined the Axis Tripartite Pact. On 12 December 1940, at the initiative of the Prime Minister, Count Pál Teleki, Hungary concluded a friendship and non-aggression treaty with Yugoslavia. Although the concept had received support from both Germany and Italy, the actual signing of the treaty did not, as Germany's planned invasion of Greece would be simplified if Yugoslavia could be neutralised. After the Yugoslav military coup of 27 March 1941, when the Germans asked the Hungarian Regent, Miklós Horthy, for clearance to launch one of their armoured thrusts using Hungarian territory, Teleki was unable to dissuade the Regent. Concluding that Hungary had disgraced itself irrevocably by siding with the Germans against the Yugoslavs, Teleki shot and killed himself. Horthy informed Hitler that evening that Hungary would abide by the friendship treaty with Yugoslavia, though it would likely cease to apply should Croatia secede and Yugoslavia cease to exist. ## Invasion On 10 April 1941, the Independent State of Croatia (Croatian: Nezavisna Država Hrvatska, NDH) was established in Zagreb by the Ustaše. That day Horthy and the new Prime Minister of Hungary László Bárdossy issued a joint declaration that Yugoslavia had ceased to exist, releasing Hungary from its obligations under the non-aggression pact and the Treaty of Trianon. According to the declaration Hungarian troops would act to "protect the Hungarians who live in the south parts from the anarchy" of the April War which had begun there several days earlier when Italian and German troops invaded. The following day the Hungarian 3rd Army began occupying those regions of Yugoslavia using the Mobile, IV and V Corps, with I and VII Corps in reserve. That day (11 April), the headquarters of the 3rd Army informed that of the German 2nd Army that Hungarian forces had crossed the frontier north of Osijek and near Subotica. The German army's rapid manoeuvres during the invasion had forced the tactical withdrawal of Yugoslav forces facing Hungarian army units and there was no significant fighting between the two armies. The Hungarian forces advanced south to the Danube between Vukovar and the confluence with the Tisza without any real military resistance. Serb Chetnik irregulars fought isolated engagements, and the Hungarian General Staff considered irregular resistance forces to be their only significant opposition. On 12 April, the Hungarian 1st Parachute Battalion captured canal bridges at Vrbas and Srbobran. Meanwhile, Sombor was captured against determined Chetnik resistance, and Subotica was also captured. This, the first airborne operation in Hungarian history, was not without incident. The battalion's aircraft consisted of five Italian-made Savoia-Marchetti SM.75 transport aircraft formerly with the civilian airline MALERT, but pressed into service with the Royal Hungarian Air Force (Hungarian: Magyar Királyi Honvéd Légierő, MKHL) at the start of the European war. Shortly after takeoff from the airport at Veszprém-Jutas on the afternoon of 12 April, the command plane, code E-101, crashed with the loss of 20 or 23 lives, including 19 paratroopers. This was the heaviest single loss suffered by the Hungarians during the Yugoslav campaign. On 13 April, the 1st and 2nd Motorised Brigades occupied Novi Sad, then pushed south across the Danube into the northern part of Croatian Syrmia capturing Vinkovci and Vukovar on 18 April. These brigades then drove southeast to capture the western Serbian town of Valjevo a day later. Other Hungarian forces occupied the Yugoslavian regions of Prekmurje and Međimurje. A later American assessment concluded that German forces had to take the brunt of the fighting, observing that Hungarian forces had "displayed great reluctance to attack until the enemy had been soundly beaten and thoroughly disorganized by the Germans." When a Yugoslav delegation signed an armistice with German and Italian representatives at Belgrade on 17 April, the Hungarians were represented by a liaison officer, but he did not sign the document because Hungary was "not at war with Yugoslavia." The armistice came into effect at noon the next day. News of the success of the Hungarian armed forces in Yugoslavia was welcomed in the Hungarian Parliament. German forces occupied a narrow slice of northeastern Prekmurje along the German–Yugoslav border, which included four Volksdeutsche villages. In mid-June 1941, this area was absorbed into Reichsgau Steiermark. Hungarian troops suffered 126 dead and 241 wounded during the sporadic fighting, and killed between 1,122 and 3,500 civilians, including some Volksdeutsche. Many civilians were arrested and tortured. On 14 April 1941, around 500 Jews and Serbs were bayoneted to death, probably as a warning to others not to resist. During post-war questioning, Horthy insisted that he had not wished to invade Yugoslavia, but that he had been compelled to act by disorder and the massacre of Hungarians in Bačka, but these claims have been dismissed by Tomasevich. ## Geography The Hungarian-occupied territory of Bačka consisted of that part of the Danube Banovina bounded by the former Hungarian–Yugoslav border to the north, the Danube to the south and west, and the Tisza to the east. The occupied territory of Baranja had also been part of the Danube Banovina, but was that area bounded by the former Hungarian-Yugoslav border to the north and west, the Drava to the west and south, and the Danube to the east. The territory of Međimurje was part of the Banovina of Croatia prior to the invasion, and was bounded by the Mura river to the north and the Drava river to the south. Prekmurje consisted of that part of the pre-war Drava Banovina that lay north of the Mura. Most of the Hungarian-occupied territories consisted of flat, largely agricultural land of the Pannonian Plain, except for some hilly country in the northwest of the Međimurje region and in the north of the Prekmurje region. The total area of the Yugoslav territories occupied by Hungary was 11,475 square kilometres (4,431 sq mi), consisting of 8,558 km<sup>2</sup> (3,304 sq mi) in Bačka, 1,213 km<sup>2</sup> (468 sq mi) in Baranja, and 1,704 km<sup>2</sup> (658 sq mi) in the Međimurje and Prekmurje regions. ## Administration At first, the occupied territories were placed under military administration. The international legal scholar, Professor Raphael Lemkin, who coined the word "genocide" as meaning the "destruction of a nation or of an ethnic group", described the policies implemented by the Hungarian authorities in the occupied territories as "genocidal". Lemkin asserted that "genocidal" policies were those that were aimed at destroying the political, social, cultural, religious, and economic existence and language of those living in occupied territories. In the first two weeks of Hungarian rule, 10,000 Serbs were expelled to the German-occupied territory of Serbia, the NDH, or Italian-ruled Montenegro. On 1 May 1941, the Germans estimated that the population of the territories occupied by Hungary was 1,145,000. On 9 July 1941, the military governor of the town of Čakovec in Međimurje, Colonel Zsigmond Timár, issued a declaration that the following day Međimurje was to be placed permanently under military administration and Hungarian rule. According to Professor Sabrina Ramet, the government of the NDH consented to Hungarian annexation of the Međimurje area on 10 July, but according to Davor Kovačić and Marica Karakaš Obradov of the Croatian Institute of History, the Hungarian declaration was made without consulting with the NDH government, and was never recognised by it. The Croat population of the region were unhappy with the decision, and military rule remained in place until 16 August 1941, after which civil administration was introduced. On 12 July, the Yugoslav dinar ceased to be legal tender in the occupied territories, and was replaced by the Hungarian pengő. A census of the occupied Yugoslav territories was conducted by the Hungarian authorities in 1941, which counted a total population of 1,030,027. In this census, the ethnic proportions in these territories combined were 37 per cent Hungarian, 19 per cent Volksdeutsche, 18 per cent Croats and 16 per cent Serbs, and the population of Prekmurje was 102,867. On 14 December, these regions, referred to by Hungary as the "Recovered Southern Territories" (Hungarian: Délvidék), were formally incorporated into Hungary and were given full representation in the Hungarian Parliament, although representatives were to be nominated by the Parliament rather than elected. Although plans to deport 150,000 Serbs (including colonists from the interwar period, but also native inhabitants) to the German-occupied territory of Serbia were opposed by the German command in Belgrade, the Hungarian occupational regime managed to expel between 25,000 and 60,000 of them, mostly to Serbia. During the war, the Hungarian government resettled some of its pre-war population in Bačka and Baranja, primarily Székelys from areas of Transylvania ceded to Hungary by Romania in 1940. Between 15,000 and 18,000 were reportedly resettled in Bačka and Baranja. The Hungarian authorities established concentration camps for Serbs from which they were eventually expelled to the German-occupied territory of Serbia. As part of the "systematic magyarisation" of these territories, Hungarian political parties and patriotic organisations were encouraged to be active in Bačka and Baranja, which resulted in discrimination against "less-desirable elements" of the population such as Serbs, Croats and Jews. Discrimination extended to education and communication, where Hungarian and German were the only languages permitted in almost all secondary schools, and books, newspapers and periodicals in the Serbo-Croat language were virtually banned. Well-educated Serbs and Croats were precluded from undertaking work commensurate with their education. Despite this, Serbs and Croats that had lived in the territories prior to 1918 retained their citizenship rights as Hungarians, and some lower-level non-Hungarian public employees were retained in their jobs. One former Serb senator and one former Croat parliamentary deputy sat in the Hungarian Parliament. In Prekmurje, the Hungarian authorities were more permissive, making no attempt to deport Slovenes in large numbers, and allowing the Slovene language to be used in public. Likewise, the Hungarians curried favour with the Bunjevci minority in order to persuade them that they were neither Serbs nor Croats, nor even Slavs at all: they were "Hungarians of Bunyevac mother-tongue". The Volksdeutsche of the occupied territories were an important part of the economies of the occupied territories, and by 1941, they were entirely in the thrall of the Nazi Party. Relations between the occupation authorities and the Volksdeutsche were strained by the killing of ethnic Germans during the invasion, to the extent that Adolf Hitler became aware of the issue. The Volksdeutsche were not active in the Hungarian military or civil administration, but were represented in the Hungarian Parliament, and from 1942 were permitted to conscript their members into the Wehrmacht. The official organisation of the Volksdeutsche in Hungary, the Volksbund der Deutschen in Ungarn (National League of Germans in Hungary), was essentially autonomous during the war, including within the occupied territories. ## Districts Bačka and Baranja had both been part of the Danube Banovina of Yugoslavia before the war. Međimurje had been part of the Banovina of Croatia, and Prekmurje had been part of the Drava Banovina. The Hungarian authorities referred to the occupied territories by the following names: Bácska for Bačka, Baranya for Baranja, Muraköz for Međimurje, and Muravidék for Prekmurje. Following the occupation, the Hungarian authorities divided the occupied territories between the counties that corresponded with the administrative divisions that had existed when the area had formed part of the Kingdom of Hungary prior to 1920. These were the Bács-Bodrog, Baranya, Vas and Zala Counties. The officials in these territories were appointed rather than elected. The counties were further divided into districts, and the authorities reverted many districts, cities and towns to the names used prior to 1920, and in some cases to names which had no historical precedent. Some examples of the name changes in each county are shown below: Bács-Bodrog County: Baranya County: Vas County: Zala County: ## The Holocaust In April 1941, about 23 per cent of Yugoslav Jews (about 16,680 people) lived in the territories occupied by Hungary. These included around 15,405 in Bačka and Baranja, about 425 in Međimurje, and approximately 850 in Prekmurje. The Hungarian government had passed anti-Semitic laws in 1939, and these were applied to the occupied and annexed territories. Initially the laws were applied selectively due to the transfer of the territories from military to civilian administration. Some Jews that had settled in the occupied territories were sent to the German-occupied territory of Serbia where they were placed in the Banjica concentration camp in Belgrade and killed. Others were expelled to the NDH where they met the same fate, but it is unknown how many deported Jews died in this way. After the violence of the initial occupation, no further massacres of Jews occurred during the remainder of 1941. The Jews of the occupied territories were subjected to forced labour by the Hungarian authorities, with about 4,000 Bačka and Baranja Jews being sent to hard labour camps within Hungary, 1,500 Bačka Jews being among the 10,000 Hungarian Jews sent to perform labour tasks for the Hungarian Army on the Eastern Front in September 1942, and about 600 Bačka Jews sent to work in the Bor copper mine in the German-occupied territory of Serbia in July 1943. Only 2 per cent of those sent to the Eastern Front survived the war. ## Resistance and repression In Bačka and Baranja, the Volksdeutsche and Hungarian authorities killed significant numbers of Serbs. After small-scale armed resistance broke out in Hungarian-occupied Bačka and Baranja in the second half of 1941, the Hungarian military reacted with heavy repressive measures. In September 1941 alone the Hungarian occupation forces summarily executed 313 people. Measures included the establishment of temporary concentration camps at Ada, Bačka Topola, Begeč, Odžaci, Bečej and Subotica, as well as at Novi Sad, Pechuj and Baja. According to Professor Paul Mojzes, some 2,000 Jews and a large number of Serbs were detained in these camps for periods from two weeks to two months, with Jews that had not been interned being employed as forced labourers. Several thousand people remained in camps until the end of the war. Some of the Jews that had migrated to Bačka and Baranja during the inter-war period were expelled to the NDH or the German-occupied territory of Serbia where they were killed. The communist-led Partisan resistance movement of Josip Broz Tito was never strong in Bačka and Baranja because the flat terrain of the region did not lend itself to guerrilla warfare, and because South Slavs, from which the Partisans drew their recruits, only made up one-third of the regional population. Some Partisan units raised in the occupied territories were sent to the NDH to reinforce Partisan formations operating there. Despite their initial resistance, the Chetnik movement was largely inactive during the occupation, maintaining some covert activity only. The Partisans and their regional committee had largely been destroyed by the end of 1941. In January 1942, the Hungarian army and gendarmerie undertook a major raid in southern Bačka, during which they massacred 2,550 Serbs, 743 Jews and 47 other people in places such as Bečej, Srbobran and Novi Sad, under the pretext that they were searching for Partisans. Other sources place the number of Serbs and Jews massacred in Novi Sad as being much lower, at around 879. Raids were carried out in Šajkaš (Sajkásvidék) over 4–19 January; in Novi Sad (Újvidék) over 21–23 January; and in Bečej (Óbecse) over 25–29 January. Over the period 4–24 January, massacres were carried out by the Hungarian 15th Light Division commanded by Major General József Grassy and units of the Royal Gendarmerie. The operations were ordered by Grassy, Lieutenant General Ferenc Feketehalmy-Czeydner, Colonel László Deák, and Royal Gendarmerie Captain Dr. Márton Zöldi. In addition to Serbs and Jews, members of other ethnicities were also victims: Roma people, a small number of Russian refugees who had fled Russia after the Bolshevik Revolution, and some local Hungarians. In mid-1942, the Yugoslav government-in-exile reported that churches had been looted and destroyed, and that Serbian Orthodox holy days had been prohibited by the Hungarian administration. These reports stated that a camp in Novi Sad interned 13,000 Serb and Jewish men, women and children. Under pressure from the Hungarian political opposition, the Hungarian government charged 14 Hungarian officers with high treason in relation to the massacres, including Feketehalmy-Czeydner, Grassy, Deák and Zöldi. A military trial was held in Budapest between 23 December 1943 and January 1944, and those that were convicted were sentenced to between 10 and 15 years imprisonment for their part in the massacres. Feketehalmy-Czeydner, Grassy, Deák and Zöldi were not sentenced as they could not be located, and had fled to Germany. It is apparent from the trial proceedings that Zöldi was present during some of the trial. Professor Lajčo Klajn has stated that those most responsible for the massacre were not tried before this military court, and that they included Prime Minister Bárdossy and the Minister for Interior Affairs Dr. Ferenc Keresztes-Fischer, both of whom appeared only as witnesses. Klajn opines that the Chief of the General Staff, Ferenc Szombathelyi and the Minister of Defence should also have been examined by the court. He further writes that the "genocide had been planned by the highest military and political circles in Hungary for a long time in advance". Klajn believes that the massacre had been intended to convince the German Foreign Minister Joachim von Ribbentrop that Hungarian troops were needed on its territory instead of the Eastern Front. In mid-1944, Partisan activity increased in Bačka to such an extent that special regulations similar to the "Special Administrative Regulations" that applied to the operational zones of the Hungarian Army were extended to Bačka: curfews were imposed and political activities were forbidden. A self-defence organisation, the Pandurs, was created. ## Aftermath ### German occupation and the Holocaust The occupation of Bačka and Baranja lasted until 1944. Fearing that Hungary might conclude a separate peace with the Allies, Hitler launched Operation Margarethe I on 15 March 1944, and ordered German troops to occupy Hungary. In the meantime, some of those that had escaped prosecution for the 1942 massacres had joined various German military and police organisations. Feketehalmy-Czeydner had become the highest-ranking foreign officer in the Allgemeine SS, being promoted to SS-Obergruppenführer (lieutenant general). Grassy became a SS-Gruppenführer und Generalleutnant der Waffen-SS (major general) and was appointed to command the 25th Waffen Grenadier Division of the SS Hunyadi (1st Hungarian), and Zöldi joined the Gestapo. The case against them was re-opened after the German occupation, and in this second trial they were all found not guilty. After Germany occupied Hungary in March 1944, the genocidal policies of the authorities were applied comprehensively. Hungarian Jews were subjected to starvation and death marches, and those that had remained in the occupied territories were transported to extermination camps. From 26 April 1944, the remaining Jews in Bačka and Baranja, mostly women, but including children and the elderly, were rounded up into local concentration camps then moved to larger camps in Hungary proper. Between 14,000 and 15,000 Jews from Bačka, Baranja and other parts of Hungary were collected at Baja and Bácsalmás then transported to Auschwitz where most were killed. In September 1944, the workforce of the Bor mine was force-marched for several weeks back to extermination camps where the survivors were killed. One of the two groups of workers numbered 2,500, but only a few survived. Such was the extent of the Holocaust in the occupied territories that by the end of the war, nearly 85 per cent of the Jews that had been living in the Hungarian-occupied Yugoslav territories in April 1941 had been killed. This figure comprised about 13,500 Jews from Bačka and Baranja, and about 1,300 from Međimurje and Prekmurje. ### Flight of the Volksdeutsche and Yugoslav military control In September 1944, the Hungarian authorities began evacuating the Székelys settled in the occupied territories since 1941 to Transdanubia. Several days after the Soviet Red Army entered the Banat on 1 October 1944, the Germans began the evacuation of Bačka, including the local Volksdeutsche. With the advance of the Partisans and the Red Army, some of the Volksdeutsche left the region while some others stayed, despite the situation. In October 1944, the Banat and Bačka were captured by Soviet troops. Subotica was captured on 12 October. After a few weeks, they withdrew and ceded full control of the region to the Partisans, who established a military administration in the Banat, Bačka and Baranja on 17 October 1944. In the first few weeks after Bačka returned to Yugoslav control, about 16,800 Hungarians were killed by Serbs in revenge for killings during the Hungarian occupation. In November 1944, Tito declared that the Volksdeutsche of Yugoslavia were hostile to the nation, and ordered the internment of those living in areas under Partisan control. About 60,000–70,000 Volksdeutsche had been evacuated from Bačka; while an additional 30,000–60,000 from Bačka were serving in the Wehrmacht at the time. ### Return to Yugoslav civilian control On 15 February 1945, the Banat, Bačka and Baranja were transferred from military to civilian administration with a People's Liberation Committee (Serbo-Croatian: Narodnooslobodilački odbor, NOO) taking control. Until early 1945, the Yugoslav communist administration was characterised by persecution of some elements of the local population, with mass executions, internments and abuses. Approximately 110,000 Volksdeutsche were interned, with around 46,000 dying in captivity due to poor conditions in the camps and the hard labour they were subjected to. Victims of the communist regime were of various ethnic backgrounds and included some members of the Hungarian and Volksdeutsche population, as well as Serbs. The Hungarian writer Tibor Cseres has described in detail the crimes he claims the Yugoslav communists committed against Hungarians. An estimated 5,000 Hungarians were killed following the return of the occupied territories to Yugoslav control. About 40,000 Hungarians left the Banat, Bačka and Baranja after the war. In late 1946, there were 84,800 refugees from Yugoslavia living in Hungary. ### Legal proceedings After these territories returned to Yugoslav control, the military and national courts in Bačka prosecuted collaborators who had killed about 10,000–20,000 civilians. The Security Service of Vojvodina captured the majority of these people. Meanwhile, some of those who were responsible for the 1942 massacres in southern Bačka were captured in, and extradited from, the newly formed People's Republic of Hungary. In his book Mađari u Vojvodini: 1941–1946 ("Hungarians in Vojvodina: 1941–1946"; Novi Sad, 1996), Professor Sándor Kaszás from the University of Novi Sad listed a total of 1,686 executed war criminals by name, of whom around 1,000 were Hungarian. In a third trial in early 1946, the National Court of Hungary in Budapest found Szombathelyi, Feketehalmy-Czeydner, Grassy, Deák, and Zöldi guilty of involvement in the massacres in the occupied territories, and in carrying out the deportation of Jews to extermination camps. In accordance with the provisions of Article 14 of the Armistice Agreement, the Hungarian authorities then extradited them to Yugoslavia, where they underwent a fourth trial in Novi Sad in October 1946. They were all sentenced to death and executed the following month. ### Demographic and political changes Of the approximately 500,000 Volksdeutsche living in Yugoslavia before the war, about half were evacuated, 50,000 died in Yugoslav concentration camps, 15,000 were killed by the Partisans and about 150,000 were deported to the Soviet Union as forced labourers. They were also stripped of their property. By 1948, only 55,337 Volksdeutsche remained in Yugoslavia. Yugoslav Bačka is now part of Vojvodina, an autonomous province of Serbia, Yugoslav Baranja and Međimurje are part of modern-day Croatia, and Yugoslav Prekmurje is part of modern-day Slovenia. ### Formal apologies In 2013, the National Assembly of Serbia adopted a declaration condemning the atrocities which were committed against Hungarian civilians between 1944 and 1945. On 26 June 2013, Hungarian President János Áder visited Serbia and formally apologised for war crimes committed against Serbian civilians by Hungarian forces during World War II. ## See also - Administrative divisions of the Kingdom of Hungary (1941–44) - Communist purges in Serbia in 1944–45 - Flight and expulsion of Germans (1944–50) - Hungary in World War II
65,651,396
Cerro Tuzgle
1,171,922,117
Stratovolcano in Argentina
[ "Mountains of Argentina", "Pleistocene stratovolcanoes", "Polygenetic volcanoes", "Stratovolcanoes of Argentina", "Subduction volcanoes" ]
Cerro Tuzgle () is a dormant stratovolcano in the Susques Department of Jujuy Province in northwestern Argentina. Tuzgle is a prominent volcano of the back arc of the Andes and lies about 280 kilometres (170 mi) east of the main volcanic arc. Part of the Central Volcanic Zone of the Andes, its summit is 5,486 metres (17,999 ft) above sea level and it grew during different stages over a caldera and lava domes. Some major lava flows emanate from the summit crater, and one confirmed and one possible flank collapse unit as well as an ignimbrite sheet are associated with Tuzgle. The first volcanic activity at Tuzgle occurred 650,000 years ago and formed the Tuzgle Ignimbrite. Subsequently, lava domes and several lava flows were erupted; scientists have proposed two different schemes of naming the units. The most recent lava flows are dated at 300,000 years ago and volcanic activity may have continued into the Holocene. Several thermal springs are associated with the volcano, and some have been investigated for possible geothermal energy production. Sulfur was formerly mined on the mountain. ## Geography and geomorphology Cerro Tuzgle is a volcano near the eastern border of the Argentina Puna. Politically, it is part of the Susques Department of the Jujuy Province. San Antonio de Los Cobres lies 45 km (28 miles) from Cerro Tuzgle and Susques 75 km (47 miles), while the cities of Salta and San Salvador de Jujuy are 280 km (170 miles) and 170 km (110 miles) away, respectively. A locality called "Sey" lies northwest of Cerro Tuzgle. The volcano is visible from Provincial Route 74. Its name, which is also rendered as Tujle, Tugle or Tugler, comes from the Kunza language; it means "knoll" and refers to the shape of the volcano. Cerro Tuzgle is a simple volcanic cone and is the largest in the back-arc region of the Andes. It is a well-preserved stratovolcano that rises 1.2 km (0.75 miles) from a surrounding terrain at c. 3.7 km (2.3 miles) elevation to a summit at 5,486 metres (17,999 ft) elevation. A 0.5-square-kilometre (0.19 sq mi) platform lies at the summit of the volcano. The mountain is occasionally snow-covered and frost weathering has produced patterned ground and blockfields. In 1926 it was reported that a crater lake lies on the summit. Three east-west trending fissure vents in the summit area are the source of dark lava flows that flowed southward and southwestward, and are flanked by 1–2-metre (3 ft 3 in – 6 ft 7 in) high scoria ridges. The lava flows that make up the volcanic cone are blocky, rich in crystals and have variable appearances. Numerous young-looking lava flows descend the slopes of Cerro Tuzgle. A well-preserved lava flow descends the mountain and is visible on its southern flank. Older flows reached distances of 9 km (5.6 miles) from the volcano. A 1.25 km (0.78 miles) long scarp runs across the northwestern flank of Cerro Tuzgle and separates two units of lava flows; it probably formed through a localized collapse of the volcanic edifice in this sector. A depression in the southern flank of the volcano may also be evidence of a collapse in that direction. A parasitic vent is located on the western foot of the volcano. There are abandoned sulfur mines on Cerro Tuzgle, which are visible from its south-southwestern flank; these include Mina Betty on the northwestern flank between 5,000–5,350 metres (16,400–17,550 ft) elevation where in 1939 seven sulfur outcrops were reported. A road transitable by trucks was constructed at that time to reach the summit area. The volcano rises in a north-tilted, 18 km × 10 km (11.2 by 6.2 miles) north-south trending tectonic depression, which is delimited by normal faults and two horsts north and south of Cerro Tuzgle. The region is endorheic and drainages ultimately end in salt pans. The Quebrada Aguas Calientes passes west and Quebrada de Charcos east of the volcano; the latter becomes Quebrada Los Charcos north of the volcano and converges with Quebrada Aguas Calientes. Drainage around the volcano is focused by surrounding ridges into a watershed that drains northward, and contains permanent rivers fed by springs at the bottom of valleys. Carbonate deposits and thermophilic algae have been reported from the Quebrada Aguas Calientes. Peatland-lake complexes occur southeast of Cerro Tuzgle. ## Geology Along the west coast of South America, the Nazca Plate subducts in an east-northeast direction beneath the South American Plate in the Peru-Chile Trench, at a rate of 6.7 centimetres per year (2.6 in/year). The subduction process is responsible for the volcanic activity in the Andes, which occurs in four volcanic belts, from north to south these are the Northern Volcanic Zone, the Central Volcanic Zone, the Southern Volcanic Zone, and the Austral Volcanic Zone. The Central Andes are subdivided into three sectors: the Western Cordillera with the active volcanic arc, the wide Altiplano-Puna high plateau and the Eastern Cordillera-Subandean Ranges. The high plateau began to form in the Eocene–Oligocene due to tectonic shortening of the Andes. Volcanic activity is distributed between the Western Cordillera and the Altiplano-Puna high plateau, where strike-slip faults and thrust faults organize magma ascent. The tectonic regime in the area has changed over time and now the volcano lies just north of a transitional zone which separates steep subduction farther north from shallow subduction farther south. During the Miocene and Pliocene, the lower crust failed, allowing the uplift of the region and the injection of fresh magma that triggered extensive volcanic activity. During that time, the Subandean Ranges and the Eastern Cordillera formed. Later, during the Pliocene, subduction became steeper and volcanism shifted westward, and the composition of the remnant volcanism changed along with a change in the tectonic regime from uplift and east–west directed compression to north–south directed spreading and east–west directed compression. Volcanic activity also changed; between 17.5 and 5.3 million years ago it took place over the entire area whereas from 1.5 million years ago it has focused on the central-eastern Puna plateau. Between these two phases, sedimentation occurred and formed the Pastos Chicos Formation. ### Local Cerro Tuzgle is part of the back-arc of the Andean Central Volcanic Zone, being about 275 km (171 miles) east of the main volcanic arc, and its largest Quaternary member. Other volcanic cones in the area are San Jerónimo volcano and Negro de Chorrillos, which erupted 780,000±100,000 and 200,000±150,000 years ago, respectively, Tocomar, which erupted 1.5–0.5 million years ago, and Aguas Calientes caldera. All these volcanoes are located south of Cerro Tuzgle. Extensive volcanic rocks of Miocene to Pliocene age occur in the area, which were erupted by volcanoes such as Aguas Calientes caldera and Cerro Queva. Older rocks belong to the Faja Eruptiva geologic formation of Ordovician age. The total thickness of the crust reaches 55–60 km (34–37 miles). The basement is formed by Cambrian and Precambrian formations of metamorphic character, such as the Puncoviscana Formation. A large tectonic lineament, the Calama-Olacapato-El Toro lineament, intersects the Andes at Cerro Tuzgle. It reaches from the forearc in Chile across the mountain range into the foreland of the Andes in Argentina, and it separates the northern from the southern Puna. The distribution and history of volcanic activity differs between these two regions. Other similar faults cut across the Andes. The Calama-Olacapato-El Toro lineament is a strike-slip fault that consists of several separate faults, some of which show evidence of Quaternary activity and could produce earthquakes. Within the Andes proper, this activity mainly occurs in the form of normal faulting; only south of Cerro Tuzgle is there a segment with strike-slip faulting. Movement along most of these faults appears to clamp the magma chamber and magma conduits at Cerro Tuzgle, thus impeding volcanic activity there. Gravimetric and magnetotelluric surveys have identified a partially molten magma chamber between 8–22 km (5.0–13.7 miles) depth, which also contains saline fluids. Seismic tomography has identified zones with anomalously low seismic velocity which descend from Cerro Tuzgle to 200 km (120 miles) depth in the downgoing slab. ### Composition Cerro Tuzgle has mainly erupted andesite and dacite, which constitute a crystal- and potassium-rich calc-alkaline suite with seriate flux and porphyritic textures. The rocks contain large feldspar and quartz phenocrysts and small phenocrysts of amphibole, clinopyroxene, olivine, orthopyroxene and plagioclase. Xenoliths and xenocrysts are also found and biotite, sanidine and zircon have been reported. At Aguas Calientes, sinters consisting of boronatro-calcite, chalcedony and opal occur. A cesium-rich pharmacosiderite-like mineral has been found at a hot spring. Different rock units have different phenocryst components and trace element compositions. The rocks of Cerro Tuzgle are the most diverse volcanic rocks in the back-arc of the Central Andes. One unusual mineral is caesium-containing pharmacosiderite. Magma mixing processes involving fractionating mafic magmas and crystallization have been invoked to explain the origin of Cerro Tuzgle's magmas. The parent magmas originated in the mantle and the crust, with the crustal parts joining the mantle-derived magmas in the deep crust. These crustal components originally came from the upper crust and reached the lower crust during tectonic processes. At this stage crystal fractionation also took place. The ascending magmas then accumulated in the crust and either erupted or were assimilated by ascending mafic magmas. ## Climate and vegetation The climate is cold, owing to Cerro Tuzgle's high elevation, and winds blow mainly from the west and reach 2–20 metres per second (7.2–72.0 km/h). During winter, insolation is high, cloud cover and precipitation are low and strong winds blow through the area. According to 1939 reports, thunderstorms and snowfall are common at Cerro Tuzgle. The region is arid, with less than 100 millimetres (3.9 in) annual precipitation as it is part of the Andean Arid Diagonal where the Eastern Cordillera prevents moisture-bearing winds from reaching the Puna. The little precipitation that falls originates in the Atlantic Ocean and the Amazon and arrives during the summer monsoon; additionally cold fronts come from the westerlies over the Pacific Ocean. The amount of precipitation is influenced by the El Niño-Southern Oscillation, where El Niño is associated with drought and La Niña with wetter weather. Vegetation is sparse and consists of tola, Vachellia caven and yareta. Animals that live in the area include chinchillas, condors, coots, Darwin's rheas, ducks, eagles, Galea species, guanacos, llamas, suris and vicuñas. Trichomycterus fish have been found in creeks around the volcano. Peatlands are dominated by the plants Oxychloe andina, Distichia muscoides and Zameioscirpus muticus, with other cyperaceae being subordinate. Annual precipitation there amounts to 135 millimetres (5.3 in), almost all of which falls during October to March. Peatlands close to Cerro Tuzgle have been used to reconstruct the local climate during the Holocene. Reconstructed past precipitation levels show alternations between wetter and drier periods during the last 1,800 years, with the last 130 years being relatively dry. ## Eruption history Cerro Tuzgle was active during the Pleistocene and its most recent eruption may have followed a period of inactivity. With one exception, most of its lava flows are partially degraded and buried by wind-transported material. Volcanic activity took place in multiple stages: - First, a rhyodacitic ignimbrite with a volume of 0.5 cubic kilometres (0.12 cu mi) was erupted and flowed north over the pre-existing terrain, forming a 80-metre (260 ft) thick plateau. This homogeneous ignimbrite has a yellow-white colour; the middle and upper parts of the ignimbrite contain pumice and the lower part contains lithic fragments. It has been dated to be 650,000±180,000 years old and was presumably erupted from a small caldera now buried under Cerro Tuzgle. - Lava domes of dacitic composition with a total volume of about 3.5 cubic kilometres (0.84 cu mi) were emplaced on the rim of the caldera, forming the "Old Complex". The "Old Complex" was erupted about 300,000 years ago. The domes crop out north, south and southeast from the volcano and are reddish-brown to light grey in colour. The lava flows are homogeneous and feature flow structures and laminations. Two schemes for classifying the subsequent activity have been proposed, the first: - Andesitic lava flows partially buried the lava domes, forming the "Pre-platform unit". It has been dated to be 300,000±1,000,000 years old. - Mafic andesite lava filled the caldera. It constitutes the prominent "Platform unit". - Northwest-southeast directed faulting dissected the volcano, and the "Postplatform" and "Young Flow" units were erupted along these faults. A latite lava flow has yielded ages of 100,000±100,000 and 100,000±300,000 years old. The "Young Flow" unit is considered to be of Holocene or Pleistocene-Holocene age, and is represented by multiple young lava flows. A substantially different reconstruction was provided by Gianluca Norini et al in 2014: - Six units of massive, up to 30-metre (100 ft) thick, dark grey to reddish-brown coloured lava flows form the San Antonio Synthem. This unit crops out on the southern and northwestern side of the volcano, which at this stage already had a major topographic expression. A fan formed by volcanic debris attributed to this stage covers an area of 12 square kilometres (4.6 sq mi) north of Cerro Tuzgle; it probably formed during a large collapse of the volcanic edifice that removed about 0.5 cubic kilometres (0.12 cu mi) of its volume and generated the scarp on the northwestern flank. - After an episode of erosion, the Azufre Synthem was emplaced around the summit. It consists of massive, up to 15 metres (49 ft) thick, dark grey to reddish-brown coloured lava flows. These lava flows are sometimes hydrothermally altered; the sulfur deposits on the volcano are linked to this synthem. - Faulting and hydrothermal alteration took place after the emplacement of the Azufre Synthem. 13 units of lava flows form the Tuzgle Synthem. These aa and block lava flows reach thicknesses of 30 metres (100 ft) and are the last stage of volcanic activity at Cerro Tuzgle. A stage of solfataric activity followed the last eruptions and deposited sulfur. The "Old Complex" has a volume of 3.5 cubic kilometres (0.84 cu mi), the subsequent units only reach 0.5 cubic kilometres (0.12 cu mi). There is a trend from voluminous ignimbrites and dacites, formed through melting of the crust at high temperatures, early in the volcano's history to less voluminous mafic magmas, which erupted through brittle faults. Tephra deposits east of San Antonio de los Cobres may have originated at Tuzgle. The volcano is presently inactive. The Argentina geological service SEGEMAR considers Cerro Tuzgle among the more dangerous volcanoes in Argentina, ranking it 11th out of 38. While the region is thinly inhabited, the occurrence of a sector collapse at Cerro Tuzgle implies that mining and geothermal energy exploitation efforts in the area could be imperiled by similar future events. ### Geothermal activity Springs occur at Agua Caliente de Tuzgle 6 km (3.7 miles) northwest from the summit, and at Mina Betty () 6 km (3.7 miles) south-southeast. Both emit alkaline waters containing chloride at temperatures of 40–56 °C (104–133 °F) and 21 °C (70 °F), respectively. Agua Caliente de Tuzgle also emits gases and has produced sinter deposits. The Antuco hot springs southwest from Cerro Tuzgle may receive their heat from Cerro Tuzgle. These springs and other springs in the Tuzgle area are recharged by precipitation on surrounding ridges; large-scale fracture systems in the ground control its flow and water emerges in proximity to deeply incised valleys which provide the path for water to reach the surface. Temperatures at depth exceed 200 °C (392 °F). ## Tourism, mining and geothermal potential Hot springs such as Pompeya and Tocomar might be used for tourism, as they are located close to the main roads of the area. The volcano might also be a suitable target for mountaineering; its ascent poses little difficulty to trained mountaineers. Inca ceremonial sites in the form of a raised platform and structures formed by piled-up rocks on the summit region were reported by María Constanza Ceruti in 1999. Neighbouring volcanoes as well as the Nevado del Chañi ridge are visible from the summit. The first findings of sulfur occurred in 1924, but they were not immediately exploited. A mining concession for Mina Betty was issued in 1933, while approval for two other proposed mines in the summit area was still pending in 1939. The machinery required for sulfur processing was installed south-southeast of the volcano and the site bore the name "Ojo del Tuzgle"; the sulfur was transported there either by mules or by trucks. A spring there was used as a water source for mining activities. During parts of the year bad weather conditions rendered mining impossible. In the 1970s and 1980s numerous companies prospected the area for geothermal power generation. They established the presence of two superposed heat reservoirs, one at 50–300 metres (160–980 ft) depth in an older ignimbrite and another at 2 km (1.2 miles) depth in Ordovician-age rocks. Initially they were interpreted as a joint Tocomar-Tuzgle geothermal system before these were identified as separate systems in 2008 and 2016. A major power line between Argentina and Chile runs across the area, and local mines along with the towns of Olacapato and San Antonio de Los Cobres could provide a market for geothermal power. Private companies are active in conducting feasibility studies. A potential yield of 28–34 megawatts of electrical power has been estimated, but as of 2020 no progress towards exploiting these resources has been made. The geothermal vents could also be used to extract minerals or for spas. Concerns have been raised that the sensitive ecosystems might be threatened by human activity. ## See also - List of volcanoes in Argentina
14,971,675
Paterson Clarence Hughes
1,156,085,809
Royal Australian Air Force fighter pilot
[ "1917 births", "1940 deaths", "Australian World War II flying aces", "Australian military personnel killed in World War II", "People educated at Fort Street High School", "People from Cooma", "Recipients of the Distinguished Flying Cross (United Kingdom)", "Royal Air Force officers", "Royal Air Force personnel killed in World War II", "Royal Air Force pilots of World War II", "Royal Australian Air Force officers", "The Few" ]
Paterson Clarence Hughes, DFC (19 September 1917 – 7 September 1940) was an Australian fighter ace of World War II. Serving with the Royal Air Force (RAF), he was credited with as many as seventeen aerial victories during the Battle of Britain, before being killed in action on 7 September 1940. His tally made him the highest-scoring Australian of the battle, and among the three highest-scoring Australians of the war. Born in Cooma, New South Wales, Hughes joined the Royal Australian Air Force as a cadet in 1936. After graduating as a pilot, he chose to take a commission with the RAF. In July 1937, he was assigned to No. 64 Squadron, which operated Hawker Demon and, later, Bristol Blenheim fighters. Posted to No. 234 Squadron following the outbreak of World War II, Hughes began flying Supermarine Spitfires as a flight commander. He shared in his unit's first aerial victory on 8 July 1940, and began scoring heavily against the Luftwaffe the following month. Known for his practice of attacking his targets at extremely close range, Hughes is generally thought to have died after his Spitfire was struck by flying debris from a German bomber that he had just shot down. He was posthumously awarded the Distinguished Flying Cross, and was buried in England. ## Early life Paterson Clarence Hughes was born in Numeralla, near Cooma, New South Wales, on 19 September 1917. He was the second-youngest of twelve children, the last of four boys in his family. Hughes' father was a teacher by profession but at the time of Pat's birth was running the community post office; christened Percival Clarence Hughes, and known as Percy, he had apparently adopted the name Paterson by the time of his marriage to Catherine Vennell in 1895. Percy was also a writer, contributing to newspapers and magazines such as The Bulletin, and "Paterson" may have been homage to the poet Banjo Paterson. In any case, Pat shared his father's interest in literature. He also grew to love the landscape of the local Monaro district in the shadow of the Snowy Mountains, which he described as "unrivalled in the magnificence and grandeur of its beauty". Hughes was educated at Cooma Public School until age twelve, when the family moved to Haberfield in Sydney; his father was by then working as a labourer. He attended Petersham Boys' School, becoming a prefect in 1932 and vice captain the following year. As well as playing sport, he was a keen aircraft modeller and built crystal radio sets. Having attained his intermediate certificate, Hughes entered Fort Street High School in February 1934. He left after eight months to take up employment at Saunders' Jewellers in George Street, Sydney, and enlisted in the Royal Australian Air Force (RAAF) on 20 January 1936. Hughes had also applied to, and been accepted by, the Royal Australian Navy, but chose the RAAF. Training as an air cadet at RAAF Point Cook near Melbourne, Hughes learnt to fly in de Havilland Moths before progressing to Westland Wapitis in the middle of the year. A practical joker who bridled under RAAF discipline, his euphoria during his first solo on 11 March 1936 was such that he "went mad, whistled, sang and almost jumped for joy". A fellow cadet recalled that Hughes "loved life and lived it at high pressure". Upon graduation in December 1936, Hughes was assessed as having "no outstanding qualities" despite being "energetic and keen". Under a pre-war arrangement between the British and Australian governments, he volunteered for transfer to the Royal Air Force (RAF), and sailed for the United Kingdom in January 1937. His decision to transfer had not been quick or easy; though keen to "try and do something special" in England, and intrigued by "a fascinating picture of easy life, beer and women" that had been presented to him, in the end he felt that it was simply "willed" that he should go. ## Early RAF service On 20 March 1937, Hughes was granted a five-year short-service commission as a pilot officer in the RAF. Like some of his compatriots, he refused to exchange his dark-blue RAAF uniform for the lighter-coloured RAF one. He undertook advanced flying instruction at No. 2 Flying Training School in Digby, Lincolnshire. Slated to fly bombers, he appealed and in July was posted as a fighter pilot to No. 64 Squadron, which operated Hawker Demons out of RAF Martlesham Heath, Suffolk. The squadron was transferred to RAF Church Fenton, Yorkshire, in May 1938. Hughes was promoted to flying officer on 19 November. No. 64 Squadron subsequently received Bristol Blenheim 1F twin-engined fighters, and completed its conversion to the type in January 1939. Hughes was promoted to acting flight lieutenant in November 1939 and became a flight commander in the newly formed No. 234 Squadron, which, like No. 64 Squadron, came under the control of No. 13 Group in the north of England. On establishment the previous month at RAF Leconfield, East Yorkshire, No. 234 Squadron was equipped with Blenheims, Fairey Battles and Gloster Gauntlets; it began re-arming with Supermarine Spitfires in March 1940 and was operational two months later. The commanding officer, Squadron Leader Richard Barnett, rarely flew, and Hughes assumed responsibility for overseeing conversion to the Spitfire. "More experienced and more mature" than his fellow pilots, according to historian Stephen Bungay, the Australian "effectively led" No. 234 Squadron. By this time, Hughes had acquired a young Airedale Terrier known as Flying Officer Butch, who sometimes flew with him—against regulations. He had also met and begun dating Kathleen ("Kay") Brodrick of Hull. On 19 June, Hughes and his squadron transferred to RAF St Eval, Cornwall, under the jurisdiction of the newly formed No. 10 Group in south-west England. ## Battle of Britain As the Battle of Britain got under way in July 1940, Hughes shared in No. 234 Squadron's first confirmed aerial victories. He and his section of two other Spitfires shot down a German Junkers Ju 88 attacking convoys near Lands End on 8 July, and another south-east of Plymouth during a dawn patrol on 28 July. A shared claim for a Ju 88 on 27 July could not be confirmed as destroyed; after a chase over the water at heights as low as 50 feet (15 m), the German escaped, despite being struck in the engines and cockpit, and was credited to the section as "damaged". German records, made available post-war, confirm that a Junkers 88A, piloted by Leutnant Ruckdeschel, was lost on this day. On 1 August, Hughes was seconded from No. 234 Squadron to help set up the only Gloster Gladiator-equipped unit to operate during the Battle of Britain, No. 247 (China British) Squadron in Plymouth. The same day, he married Kay Brodrick, who likened him to Errol Flynn, in the register office at Bodmin, Cornwall. Apart from Flying Officer Butch, the witnesses were strangers; Kay arrived alone, and no-one from No. 234 Squadron could attend. Barnett was transferred out of No. 234 Squadron on 13 August, and Hughes took temporary command until the arrival of Squadron Leader Joe "Spike" O'Brien four days later. By now the fighting was intensifying over southern England, and the squadron relocated from St Eval to RAF Middle Wallop, Hampshire, on 14 August. Almost immediately after Hughes landed the Luftwaffe bombed the airfield; several ground staff and civilian workers were killed, but No. 234 Squadron's Spitfires escaped damage. It was following No. 234 Squadron's move to Middle Wallop that Hughes began to score heavily against German fighters. On 15 August, in one of the costliest engagements of the Battle of Britain, known thereafter to the Luftwaffe as "Black Thursday", Hughes claimed victories (one of them shared) over two Messerschmitt Bf 110s. He again achieved dual success on 16, 18 and 26 August, all six victims being Messerschmitt Bf 109s brought down in the vicinity of the Isle of Wight. Whereas in July he had fired at his targets from a range of 150 to 50 yards (137 to 46 m), it was now his habit to close to 30 yards (27 m), approximately three Spitfire lengths, before delivering his final burst; he also made head-on attacks against enemy aircraft. He had a narrow escape on the 16th after his second victory of the day, when he chased a quartet of Junkers Ju 87s and had his tailplane shot up from behind by another Bf 109; he dived and forced the German to overshoot, then broke off having exhausted his ammunition firing at his former attacker. In the pub with Kay and his squadron mates that evening, Hughes jokingly told his wife, "In case of accidents make sure you marry again." On 3 September, Hughes' promotion to substantive flight lieutenant was promulgated in The London Gazette. He claimed three Me 110s in the space of fifteen minutes south of Haslemere on 4 September, two Bf 109s while patrolling Kenley the following day, and a Bf 109 destroyed plus one probable near Dover on 6 September; he had to break off combat with the last-mentioned when its tanks ruptured, covering Hughes' canopy in oil. One of his victims on 5 September may have been Oberleutnant Franz von Werra, who was captured and subsequently became famous as "the one that got away". Hughes and his protégé, Bob Doe, claimed half of No. 234 Squadron's victories between mid-August and early September. Hughes was killed in action on the evening of 7 September 1940, after he intercepted a Dornier Do 17 bomber taking part in a large-scale attack on London. His Spitfire crashed in a field between Sundridge and Bessels Green in Kent. He apparently bailed out, but his parachute failed to open; his body was found in a garden on Main Road, Sundridge, not far from the wreck of his Spitfire. The Dornier came down in the River Darent. No. 234 Squadron lost its commanding officer, O'Brien, in the same action. Mystery surrounds exactly how Hughes came to grief, though his close-in tactics are believed to have played a major part in it. The strain of regular combat without respite, manifesting itself in fatigue and spots before the eyes, may also have contributed. He is generally thought to have collided with flying wreckage from the crippled German bomber, rendering his Spitfire uncontrollable. It is also possible that Hughes accidentally rammed his target. Further speculation suggested that he was the victim of friendly fire from another British fighter attacking the same Dornier, or was struck by German bullets from a Bf 109. Some observers on the ground, including collier Charles Hall, maintained that Hughes rammed the Dornier on purpose. Four days after his death, No. 234 Squadron was moved back to the relative quiet of Cornwall. ## Legacy The top-scoring Australian flying ace of the Battle of Britain and one of fourteen Australian fighter pilots killed during the battle, Hughes has been described as "the inspiration and driving force behind No. 234 Squadron RAF". He is generally credited with seventeen confirmed victories—fourteen solo and three shared. This tally puts him among the top ten Allied Battle of Britain aces. It also ranks him among the three highest-scoring Australians of World War II, after Clive Caldwell with thirty victories (twenty-seven solo and three shared) and Adrian Goldsmith with seventeen (sixteen solo and one shared). A war widow after barely five weeks of marriage, Kay Hughes was inconsolable in her loss: "I wept until I could cry no more." Flying Officer Butch ran out of the mess on the day of his master's death, and was never seen again. Following a service at St James', Sutton-on-Hull, on 13 September 1940, Hughes was buried in the churchyard at Row G, Grave 4. A week later, Kay discovered she was pregnant, but eventually miscarried. She subsequently drove ambulances for the British war effort. News of his son's marriage came as "a complete surprise" to Percy Hughes, who only learned of his daughter-in-law's existence from the Australian Air Board's casualty letter. Having married three more times after Hughes' death, Kay died on 28 June 1983 and, in accordance with her wishes, her ashes were buried with her first husband, whose headstone was amended to read "In loving memory of his wife Kathleen." Hughes was posthumously awarded the Distinguished Flying Cross (DFC) on 22 October 1940 for his "skill and determination" as a flight commander and "gallantry in his attacks on the enemy"; Squadron Leader O'Brien had recommended the decoration a week before their deaths. Kay was presented with the medal at Buckingham Palace on 23 June 1942. In Australia, Hughes is commemorated at Christ's Church, Kiama, with a memorial tablet placed by his sister Muriel. A special memorial is dedicated to him at Monaghan Hayes Place, Cooma. His name appears on the Battle of Britain Roll of Honour in Westminster Abbey, and on supplementary panel 12 in the Commemorative Area of the Australian War Memorial (AWM), Canberra. The AWM also holds his DFC and service medals in its collection. Kay had given the medals to her sisters-in-law to pass on to Percy in the 1950s and, after being lost during an Anzac Day parade in the 1960s, they went through several family members' hands before turning up in the safe of the Kiama Country Women's Association; they were donated to the AWM in 1990. On 7 September 2005, Charles Hall's sons dedicated a plaque in Hughes' honour at the house where he fell in Main Road, Sundridge; Bob Doe attended, expressing his thanks for "an Australian who came to help us when we needed him". Shoreham Aircraft Museum in Kent unveiled a memorial stone to Hughes at Sundridge on 23 August 2008. On 15 September 2014, the AWM's daily Last Post Ceremony was dedicated to Hughes' memory. ## Combat record
1,777,521
Ontario Highway 61
1,058,688,486
Ontario provincial highway
[ "Ontario provincial highways", "Roads in Thunder Bay District" ]
King's Highway 61, commonly referred to as Highway 61 and historically known as the Scott Highway, is a provincially maintained highway in the Canadian province of Ontario. The 61-kilometre (38 mi) route connects the Pigeon River Bridge, where it crosses into the United States and becomes Minnesota State Highway 61, with a junction at Highway 11, Highway 17 and the Harbour Expressway in Thunder Bay. The highway forms part of the Lake Superior Circle Tour. Highway 61 was added to the highway system on October 6, 1937, following the amalgamation of the Department of Northern Development into the Department of Highways. Prior to that it was known as the Scott Highway. The bridge over the Pigeon River was originally known as The Outlaw, as it was constructed without formal approval of the Canadian or American governments. ## Route description Crossing the American border, the Pigeon River Bridge is 480 kilometres (300 mi) west of the Sault Ste. Marie International Bridge and 480 kilometres (300 mi) east of the Fort Frances-International Falls International Bridge, and is near a visitor center. Highway 61 begins at the Ontario-Minnesota border at the Pigeon River; the road continues south to Duluth as State Highway 61 on the American side. Proceeding north from the border, the route passes the customs station and curves to the north. Passing its former routing along Highway 593, the highway curves eastward to avoid mountains. It zig-zags around a range of mountains, eventually turning northward and passing to the west of Cloud Bay. The highway continues north for 20 kilometres (10 mi) through Neebing, running between mountain ranges on either side. It rises at Moose Hill, meets Highway 608 and enters one of the few agricultural areas in northwestern Ontario. Shortly thereafter, Highway 61 curves to the east, passing the southern terminus of Highway 130 along the way. It then enters the outskirts of Thunder Bay. The highway passes Chippewa Road, its former route through Thunder Bay, and returns to its northward orientation. It officially enters the city as it crosses the Kaministiquia River. The highway swerves east at Thunder Bay International Airport as it widens to four lanes then continues north, crossing Arthur Street. North of Arthur Street, the highway is also known as the Thunder Bay Expressway. It continues north for 3 km (1.9 mi) and ends at the Harbour Expressway and Trans-Canada Highway. The northernmost section in Thunder Bay is a four-lane, undivided expressway. The remainder of Highway 61 is a conventional two-lane highway. Traffic volumes along the southern portion of the highway are generally low, with an annual average daily traffic (AADT) of 1,000 vehicles. This increases progressing north; within Thunder Bay the AADT peaks at 17,200 vehicles. Highway 61 also forms a small portion of the Lake Superior Circle Tour, a tourist route of highways following the shoreline of Lake Superior. To the south, the tour continues along Minnesota State Highway 61; to the north it continues along Highway 17 towards Sault Saint Marie. ## History The road that would become Highway 61 was first constructed in 1916. The Pigeon River Timber Company had cleared lands surrounding the towns of Port Arthur and Fort William, but no road existed to connect to locations outside. A narrow wilderness trail reached as far as the Pigeon River, and was chosen as the route for the new road. The Department of Mines and Resources agreed to fund the project, and citizens proceeded to lay a new road as far as the river, beginning in 1913. This road was initially known as the "Scott Highway" after lumberman William Scott. On the opposite shore, Cook County and the State of Minnesota constructed a new road north from Grand Marais. The roads were completed by late 1916, but no bridge existed to connect them. In response, the Rotary Clubs of Port Arthur and Duluth met to discuss a solution. As an international crossing, any bridge over the river would require federal approval from both governments. Both sides agreed that the approval process would be too slow, and decided to construct the bridge regardless. "The Outlaw" bridge was opened by a travelling motorcade on August 18, 1917, finally permitting travel between Ontario and Minnesota. To the surprise of the Rotary Clubs, J. E. Whitson, Roads Commissioner of Northern Ontario, and Howard Ferguson, Minister of Lands, Forest and Mines, were present at the opening, and agreed to pay the \$768,000 (\$ in ) bridge cost. The bridge and the Canadian road approaching it fell under the jurisdiction of the Department of Highways (now the Ministry of Transportation) on April 1, 1937, and the Scott Highway became Highway 61 on October 6. The Outlaw was rebuilt as a steel truss structure in 1934 following several accidents. By 1962, construction was underway to bypass the inland route of the highway as well as the bridge. This bypass opened on November 1, 1963; the American approach was rebuilt along the shore of Lake Superior, and a new bridge constructed over the river 10 km (6.2 mi) to the east. This bridge was opened on May 23, 1964. Highway 61 was realigned as a result; the former route was redesignated as Highway 593 on September 1, 1964. In 1963, Charles MacNaughton, minister of the Department of Highways, announced plans for the Lakehead Expressway to be built on the western edge of the twin cities of Port Arthur and Fort William (which amalgamated in 1970 to form Thunder Bay). Construction began in the late 1960s and progressed rapidly. Following its completion by late 1970, Highway 61 was rerouted along it as far north as Arthur Street. The former route followed Chippewa Road, turned north on James Street and then east on Frederica Street. From there, it turned north along Ford Street and followed it and Kingsway to Highway 11 and Highway 17 at Arthur Street. This route was renumbered as Highway 61B; it remained in place into the 1990s, but was decommissioned by 1999. Beginning in 1991, Highway 61 was completely reconstructed south of Thunder Bay to the border in preparation for the 1995 World Nordic Ski Championships. This involved replacing eight bridges, improving sightlines, and adding five passing lanes and paved shoulders throughout the length of the highway. The highway was extended 3 km (1.9 mi) to the north on August 17, 2007, when the Shabaqua Highway opened, redirecting Highway 11 and Highway 17 off Arthur Street. ## Major intersections ## See also - Highway 61, a 1991 film by Canadian director Bruce McDonald.
322,298
Battle of Quebec (1775)
1,172,315,820
1775 battle between Americans and British near Quebec City, Canada
[ "1775 in the Province of Quebec (1763–1791)", "18th century in Quebec City", "Battles involving Great Britain", "Battles involving the United States", "Battles of the American Revolutionary War in Canada", "Battles of the Canadian campaign", "Conflicts in 1775", "Conflicts in Quebec" ]
The Battle of Quebec (French: Bataille de Québec) was fought on December 31, 1775, between American Continental Army forces and the British defenders of Quebec City early in the American Revolutionary War. The battle was the first major defeat of the war for the Americans, and it came with heavy losses. General Richard Montgomery was killed, Benedict Arnold was wounded, and Daniel Morgan and more than 400 men were taken prisoner. The city's garrison, a motley assortment of regular troops and militia led by Quebec's provincial governor, General Guy Carleton, suffered a small number of casualties. Montgomery's army had captured Montreal on November 13, and early in December they became one force that was led by Arnold, whose men had made an arduous trek through the wilderness of northern New England. Governor Carleton had escaped from Montreal to Quebec, the Americans' next objective, and last-minute reinforcements arrived to bolster the city's limited defenses before the attacking force's arrival. Concerned that expiring enlistments would reduce his force, Montgomery made the end-of-year attack in a blinding snowstorm to conceal his army's movements. The plan was for separate forces led by Montgomery and Arnold to converge in the lower city before scaling the walls protecting the upper city. Montgomery's force turned back after he was killed by cannon fire early in the battle, but Arnold's force penetrated further into the lower city. Arnold was injured early in the attack, and Morgan led the assault in his place before he became trapped in the lower city and was forced to surrender. Arnold and the Americans maintained an ineffectual blockade of the city until spring, when British reinforcements arrived. ## Background Shortly after the American Revolutionary War broke out in April 1775, a small enterprising force led by Ethan Allen and Benedict Arnold captured the key Fort Ticonderoga on May 10. Arnold followed up the capture with a raid on Fort Saint-Jean not far from Montreal, alarming the British leadership there. These actions stimulated both British and rebel leaders to consider the possibility of an invasion of the Province of Quebec by the rebellious forces of the Second Continental Congress, and Quebec's governor, General Guy Carleton, began mobilizing the provincial defenses. The British forces in Canada consisted of three regiments, with the 8th Regiment holding various forts around the Great Lakes and the 7th and 26th regiments guarding the St. Lawrence river valley. Apart from these regiments, the only forces available to the Crown were about 15,000 men of the militia and the 8,500 or so warriors from the various Indian tribes in the northern district of the Department of Indian Affairs. The largely Canadien militia and many of the Indian tribes were regarded as lukewarm in their loyalty to the Crown. Both the Americans and the British misunderstood the nature of Canadien (as French Canadians were then known) society. The feudal nature of Canadien society with the seigneurs and the Catholic Church owning the land led the British to assume the habitants – as the tenant farmers who made up the vast majority of Quebec's population were known – would deferentially obey their social superiors while the Americans believed that the habitants would welcome them as liberators from their feudal society. In fact, the habitants, despite being tenant farmers, tended to display many of the same traits displayed by the farmers in the 13 colonies who mostly owned their land, being described variously as individualistic, stubborn, and spirited together with a tendency to be rude and disrespectful of authority figures if their actions were seen as unjust. Most of the habitants wanted to be neutral in the struggle between Congress vs. the Crown, just wanting to live their lives in peace. Carleton's romanticized view of Canadien society led him to exaggerate the willingness of the habitants to obey the seigneurs as he failed to understand that the habitants would only fight for a cause that they saw as being in their own interests. A large number of the Canadiens still clung to the hope that one day Louis XVI would reclaim his kingdom's lost colony of New France, but until then, they wanted to be left alone. The memory of Pontiac's War in 1763 had made most of the Indians living in the Ohio River valley, the Great Lakes and the Mississippi River valley distrustful of all whites, and most of the Indians in the region had no desire to fight for either Congress or the Crown. Only the Haudenosaunee, or Iroquois, living in their homeland of Kaniekeh (modern upstate New York) were regarded as willing to fight for the Crown, and even then some of the Six Nations like the Oneida and the Tuscarora were already negotiating with the Americans. The Catholic Haudenosaunee living outside of Montreal—the so-called Seven Nations of Canada—were traditionally allies of the French and their loyalty to the British Crown was felt to be very shallow. Both Arnold and Allen argued to Congress that the British forces holding Canada were weak, that the Canadiens would welcome the Americans as liberators and an invasion would require only 2,000 men. Taking Canada would eliminate any possibility of the British using it as a base to invade New England and New York. After first rejecting the idea of an attack on Quebec, the Congress authorized the Continental Army's commander of its Northern Department, Major General Philip Schuyler, to invade the province if he felt it necessary. On 27 June 1775 approval for an invasion of Canada was given to Schuyler. As part of an American propaganda offensive, letters from Congress and the New York Provincial Assembly were circulated throughout the province, promising liberation from their oppressive government. Benedict Arnold, passed over for command of the expedition, convinced General George Washington to authorize a second expedition through the wilderness of what is now the state of Maine directly to Quebec City, capital of the province. The plan approved by Congress called for a two-pronged attack with 3,000 men under Schuyler going via Lake Champlain and the Richelieu River valley to take Montreal while 1,050 men under Arnold would march up the Kennebec River valley, over the Height of Land and then down the Chaudière River valley to take Quebec City. The Continental Army began moving into Quebec in September 1775. Richard Montgomery, heading the American vanguard took Ile-aux-Noix on 2 September 1775. Its goal, as stated in a proclamation by General Schuyler, was to "drive away, if possible, the troops of Great Britain" that "under the orders of a despotic ministry ... aim to subject their fellow-citizens and brethren to the yoke of a hard slavery." On 16 September 1775, the sickly Schuyler handed over the command of his army to Montgomery. Brigadier General Richard Montgomery led the force from Ticonderoga and Crown Point up Lake Champlain, successfully besieging Fort St. Jean, and capturing Montreal on November 13. Arnold led a force of 1,100 men from Cambridge, Massachusetts on the expedition through Maine towards Quebec shortly after Montgomery's departure from Ticonderoga. One significant expectation of the American advance into Quebec was that the large French Catholic Canadien population of the province and city would rise against British rule. Since the British took control of the province, during the French and Indian War in 1760, there had been difficulties and disagreements between the local French Catholics and the Protestant English-speaking British military and civilian administrations. However, these tensions had been eased by the passage of the Quebec Act of 1774, which restored land and many civil rights to the Canadiens (an act which had been condemned by the thirteen rebelling colonies). The English-speaking "Old Subjects" living in Montreal and Quebec City (in contrast to the French-speaking "New Subjects") came mostly from Scotland or the 13 colonies, and they tried to dominate the Quebec colony both politically and economically, clashing with the long-established Canadien elite. James Murray, the first Governor of Quebec, had described the "Old Subject" businessmen who arrived in his colony as "adventurers of mean education...with their fortunes to make and little Sollicitous about the means". Carleton for his part felt the complaints by the Canadiens about the "Old Subjects" as greedy and unscrupulous businessmen were largely merited. As a member of Ireland's Protestant Ascendancy, Carleton found much to admire in Quebec which reminded him of his native Ireland, as both places were rural, deeply conservative Catholic societies. The majority of Quebec's French inhabitants chose not to play an active role in the American campaign, in large part because, encouraged by their clergy, they had come to accept British rule with its backing of the Catholic Church and preservation of French culture. Many of the "Old Subjects" saw the Quebec Act as a betrayal by the Crown as it granted equality to the Canadiens, most notably by allowing Roman Catholic men to vote and hold office, which ended the hopes of the "Old Subjects" to dominate Quebec politically. Ironically, many of the English-speaking and Protestant "Old Subjects" were the ones who served as "fifth column" for the Americans rather than the French-speaking Roman Catholic "New Subjects" as the many "Old Subject" businessmen had decided that an American victory was their best hope of establishing Anglo-Protestant supremacy in Quebec. Prominent "Old Subject" businessmen such as Thomas Walker, James Price, William Heywood and Joseph Bindon in Montreal together with John McCord, Zachary Macaulay, Edward Antill, John Dyer Mercier and Udnay Hay in Quebec City all worked for an American victory by providing intelligence and later money for the Continental Army. Much of the American assessment that Canada could be easily taken was based on letters from "Old Subject" businessmen asking for the Americans to liberate them from the rule of the Crown which had given the Canadiens equality, and somewhat contradictorily also claiming that the Canadiens would rise up against the British if the Americans entered Quebec. ## British preparations ### Defense of the province General Carleton had begun preparing the province's defenses immediately on learning of Arnold's raid on St. Jean. On 9 June 1775 Carleton proclaimed martial law and called out the militia. At Montreal, Carleton found that there were six hundred men of the 7th Foot Regiment fit for duty, but he complained that there were no warships on the St. Lawrence, the forts around Montreal in a state of disrepair and though the seigneury and the Catholic Church were loyal to the Crown, most of the habitants appeared indifferent. Although Carleton concentrated most of his modest force at Fort St. Jean, he left small garrisons of British regular army troops at Montreal and Quebec. To provide more manpower, Carleton raised the Royal Highland Emigrants Regiment, whom he recruited from the Scottish Highland immigrants in Quebec. The commander of the Royal Highland Emigrants, Allan Maclean, was a Highlander who had fought for the Jacobites in the rebellion of 1745, and turned out to be Carleton's most aggressive subordinate in the campaign of 1775–76. On 26 July 1775, Carleton met Guy Johnson, the superintendent of the northern district of the Indian Department together with an Indian Department official, Daniel Claus, and a Mohawk war chief Joseph Brant. Johnson, Claus and Brant had brought with them some 1, 600 warriors whom they proposed to lead into a raid into New England, arguing that this was the best way of keeping the Americans engaged and out of Canada. Carleton declined the offer and ordered most of the Indians home, saying he did not want the Indians involved in this war, whom he regarded as savages who he believed would commit all sorts of atrocities against the white population of New England. Despite his dislike of Indians, whom he considered to be undisciplined and prone to brutality, Carleton employed at least 50 Indians as scouts to monitor the American forces as no one else could operate in the wilderness as scouts as well as the Indians. Carleton followed the American invasion's progress, occasionally receiving intercepted communications between Montgomery and Arnold. Lieutenant Governor Hector Cramahé, in charge of Quebec's defenses while Carleton was in Montreal, organized a militia force of several hundred to defend the town in September. He pessimistically thought they were "not much to be depended on", estimating that only half were reliable. Cramahé also made numerous requests for military reinforcements to the military leadership in Boston, but each of these came to nought. Several troop ships were blown off course and ended up in New York, and Vice Admiral Samuel Graves, the commander of the fleet in Boston, refused to release ships to transport troops from there to Quebec because the approaching winter would close the Saint Lawrence River. On 25 September 1775 an attempt by Ethan Allen to take Montreal in a surprise attack as the American sympathizer and prominent merchant Thomas Walker had promised he would open the city's gates was foiled. A mixed force of 34 men from the 26th Foot regiment, 120 Canadien volunteers and 80 "Old Subject" volunteers, 20 Indian Department employees and six Indians under the command of Major John Campbell stopped Allen's force on the outskirts of Montreal, killing 5 of the Americans and capturing 36. The victory caused 1, 200 Canadiens to finally respond to the militia summons, but Carleton, knowing only a large American force had entered Canada, chose to stay on the defensive under the grounds he was probably outnumbered. On 5 October, Carleton ordered Walker arrested on charges of high treason, which led to a shoot-out that left two soldiers wounded, Walker's house burned down, and Walker captured. On 15 October 1775, heavy guns arrived from Fort Ticonderoga, which finally allowed the American besiegers to start inflicting damage on Fort St. Jean and on 18 October, the fort at Chambly fell to the Americans. The attempts of the Americans to recruit Canadiens (French-Canadians) for their cause were generally unsuccessful with Jeremy Duggan, an "Old Subject" Quebec City barber who had joined the Americans only recruiting 40 Canadiens. The Roman Catholic clergy preached loyalty to the Crown, but the unwillingness of Carleton to take the offensive persuaded many Canadiens that the British cause was a lost one. Given the American numerical superiority, Carleton had decided to stay on the defensive, a decision which however justified under military grounds, proved to be politically damaging. On 2 November 1775, Montgomery took Fort St. Jean, which the Americans had been besieging since September, causing Carleton to decide to pull back to Quebec City, which he knew that Arnold was also approaching. On 11 November, the British pulled out of Montreal and on 13 November 1775, the Americans took Montreal. Like Carleton, Montgomery was an Irishman, and both generals had a certain understanding and respect for Canadien society, which was in many ways similar to Irish society, going out of their way to be tactful and polite in their dealings with Canadiens. Montgomery insisted that his men display "brotherly affection" for the Canadiens at all times. However, the man that Montgomery placed in charge of Montreal, Brigadier General David Wooster, together with the newly freed Thomas Walker who served as Wooster's chief political adviser, displayed bigoted anti-Catholic and anti-French views, with Wooster shutting down all the "Mass houses" as he called Catholic churches just before Christmas Eve, a move that deeply offended the Canadiens. The arbitrary and high-handed behavior of Wooster and Walker in Montreal together with their anti-Catholicism undercut their claims to be promoting "liberty" and did much to turn Canadien opinion against their self-proclaimed "liberators". When definitive word reached Quebec on November 3 that Arnold's march had succeeded and that he was approaching the city, Cramahé began tightening the guard and had all boats removed from the south shore of the Saint Lawrence. Word of Arnold's approach resulted in further militia enlistments, increasing the ranks to 1,200 or more. Two ships arrived on November 3, followed by a third the next day, carrying militia volunteers from St. John's Island and Newfoundland that added about 120 men to the defense. A small convoy under the command of the frigate HMS Lizard also arrived that day, from which a number of marines were added to the town's defenses. On November 10, Lieutenant Colonel Allen Maclean, who had been involved in an attempt to lift the siege at St. Jean, arrived with 200 men of his Royal Highland Emigrants. They had intercepted communications from Arnold to Montgomery near Trois-Rivières, and hurried to Quebec to help with its defense. The arrival of this experienced force boosted the morale of the town militia, and Maclean immediately took charge of the defenses. ### Carleton arrives at Quebec In the wake of the fall of Fort St. Jean, Carleton abandoned Montreal and returned to Quebec City by ship, narrowly escaping capture. Upon his arrival on November 19, he immediately took command. Three days later, he issued a proclamation that any able-bodied man in the town who did not take up arms would be assumed to be a rebel or a spy, and would be treated as such. Men not taking up arms were given four days to leave. As a result, about 500 inhabitants (including 200 British and 300 Canadians) joined the defense. Carleton addressed the weak points of the town's defensive fortifications: he had two log barricades and palisades erected along the Saint Lawrence shoreline, within the area covered by his cannons; he assigned his forces to defensive positions along the walls and the inner defenses; and he made sure his inexperienced militia were under strong leadership. ## Order of battle Order of battle of forces during the battle and subsequent campaigns: ### British Army British forces numbered 1,800, commanded by Guy Carleton, with 5 killed and 14 wounded. - 7th Regiment of Foot (Royal Fusiliers), one company in Montreal and one in Quebec - 21st (Royal North British) Fusiliers Regiment of Foot - 24th Regiment of Foot - 26th Regiment of Foot - Elements, Royal Highland Emigrants - Elements, His Majesty's Marine Forces - Forces not engaged, but in the area: - 6 companies from 7th Regiment of Foot (Royal Fusiliers) - 8th (The King's) Regiment of Foot, spread in companies throughout the Frontier forts ### American forces American forces numbered 1,200, commanded by Major General Richard Montgomery, with 50 killed, 34 wounded, and 431 missing/captured. An unknown number of militia were attached. - 1st Canadian Regiment - 2nd Canadian Regiment (Congress's Own) ## Arnold's arrival The British believed that the forbidding landscape of upper Massachusetts (modern Maine) was impassable to a military force, but General Washington felt that the upper Massachusetts could be crossed in about 20 days. Arnold called for 200 bateaux (boats) and for "active woodsmen, well acquainted with bateaux". After recruiting 1,050 volunteers, Arnold departed for Quebec City on 5 September 1775. The men Arnold chose for his expedition were volunteers drawn from New England companies serving in the siege of Boston. They were formed into two battalions for the expedition; a third battalion was composed of riflemen from Pennsylvania and Virginia under Captain Daniel Morgan's command. After landing in Georgetown on 20 September, Arnold began his voyage up the Kennebec river. Arnold thought it was only 180 miles (290 km) to Quebec City, but actually the distance was 300 miles (480 km) and the terrain was far more difficult than he expected. The trek through the wilderness of Maine was long and difficult with icy rains, dysentery caused by drinking unclean waters, and rivers full of drowned trees all presenting problems. The conditions were wet and cold, and the journey took much longer than either Arnold or Washington had expected. Bad weather and wrecked boats spoiled much of the expedition's food stores, and about 500 men of the original 1,100 turned back or died. Those who turned back, including one of the New England battalions, took many of the remaining provisions with them. The men who continued on were starving by the time they reached the first French settlements in early November. By the time they reached the Chaudière River, Arnold's men were eating their leather shoes and belts, and upon encountering the first habitant settlements on 2 November, they were overjoyed to be offered meals of beef, oatmeal and mutton, though they complained that the Canadiens charged too much for their food. On 3 November, the frigate HMS Lizard arrived in Quebec City with 100 men from Newfoundland. On 8 November, Arnold could see for the first time the walls of Quebec City towering over the St. Lawrence. On November 9, the 600 survivors of Arnold's march from Boston to Quebec arrived at Point Levis, on the south shore of the St. Lawrence River opposite Quebec City. Despite the condition of his troops, Arnold immediately began to gather boats to make a crossing. Arnold was prepared to do so on the night of November 10, but a storm delayed him for three days. An Indian chief greeted Arnold, and agreed to provide him with canoes to cross the St. Lawrence River together with some 50 men to serve as guides. On 12 November, MacLean with his Highlanders arrived in Quebec City. Starting about 9 pm on 13 November, the Americans crossed the St. Lawrence in canoes to land at Wolfe's Cove, and by 4 am, about 500 men had crossed over. Once on the other side of the St. Lawrence, Arnold moved his troops onto the Plains of Abraham, about 1.5 miles (2.4 km) from the city walls. The troops approaching Quebec's walls were significantly under-equipped. Arnold had no artillery, each of his men carried only five cartridges, more than 100 muskets were unserviceable, and the men's clothing had been reduced to rags. Despite being outnumbered two to one, Arnold demanded the city's surrender. Both envoys sent were shot at by British cannons, ("killing the messenger" has historically been viewed as an unusual and very contradictory, if not rogue, breach of war protocol as emissaries were not supposed to be undertaking a suicide march but strictly deliver a message of demands or negotiations and come back to their leaders unmolested, with a reply; either a refusal or counter offer.) Their death clearly signified that the demand had been rebuked. At a council of war called by Cramahé on 16 November, MacLean as the most senior military officer present advocated for holding out. MacLean stated that Quebec City had a garrison of 1,178 men and had enough food and firewood for both the garrison and the civilian population to last all through the winter. Arnold concluded that he could not take the city by force, so he blockaded the city on its west side. An inventory ordered by Arnold revealed that over 100 muskets had been so damaged by exposure to the elements during the trek through the wildness that they were now useless. On November 18, the Americans heard a (false) rumor that the British were planning to attack them with 800 men. At a council of war, they decided that the blockade could not be maintained, and Arnold began to move his men 20 mi (32 km) upriver to Pointe-aux-Trembles ("Aspen Point") to wait for Montgomery, who had just taken Montreal. Henry Dearborn, who later became U.S. Secretary of War under President Thomas Jefferson, was present at the battle and wrote his famous journal, The Quebec Expedition, which outlined the long and difficult march to the battle and the events that occurred there. ## Montgomery's arrival On December 1, Montgomery arrived at Pointe-aux-Trembles. His force consisted of 300 men from the 1st, 2nd, and 3rd New York regiments, a company of artillery raised by John Lamb, about 200 men recruited by James Livingston for the 1st Canadian Regiment, and another 160 men led by Jacob Brown who were remnants of regiments disbanded due to expiring enlistments. These were supplemented several days later by a few companies detached by Major General David Wooster, whom Montgomery had left in command at Montreal. The artillery Montgomery brought included four cannons and six mortars, and he also brought winter clothing and other supplies for Arnold's men; the clothing and supplies were a prize taken when most of the British ships fleeing Montreal were captured. Arnold was unpopular with his men, and when Montgomery arrived, several of Arnold's captains asked that they be transferred over serving under Montgomery. The commanders quickly turned towards Quebec, and put the city under siege on December 6. Montgomery sent a personal letter to Carleton demanding the city's surrender, employing a woman as the messenger. Carleton declined the request and burned the letter unread. Montgomery tried again ten days later, with the same result. The besiegers continued to send messages, primarily intended for the populace in the city, describing the situation there as hopeless, and suggesting that conditions would improve if they rose to assist the Americans. Carleton gave the command of his British Army soldiers, the marines and the Royal Highlanders to MacLean; the sailors to Captain John Hamilton of the Royal Navy; the English-speaking militiamen to Henry Caldwell and the Canadien militiamen to Noël Voyer. While the British began to fortify the Lower Town of Quebec City, Montgomery used his five mortars to begin bombarding Quebec City while American riflemen were assigned as snipers to gun down the soldiers patrolling the walls of Quebec City. Many of the enlistments of Montgomery's force expired on 31 December 1775, and despite his efforts to persuade his men to stay on, it was made clear by the Continental Army soldiers that they intended to go home once their enlistments ended. As December advanced, Montgomery was under increasing pressure to take Quebec City before 31 December. On December 10, the Americans set up their largest battery of artillery 700 yd (640 m) from the walls. The frozen ground prevented the Americans from entrenching the artillery, so they fashioned a wall out of snow blocks. This battery was used to fire on the city, but the damage it did was of little consequence. Montgomery realized he was in a very difficult position, because the frozen ground prevented the digging of trenches, and his lack of heavy weapons made it impossible to breach the city's defenses. On 17 December, British cannons knocked out two of Montgomery's mortars, leading him to order the remaining three back. The enlistments of Arnold's men were expiring at the end of the year, and no ammunition was on the way from the colonies. Furthermore, it was very likely that British reinforcements would arrive in the spring, meaning he would either have to act or withdraw. Montgomery believed his only chance to take the city was during a snowstorm at night, when his men could scale the walls undetected. On Christmas Day, Montgomery announced in speech before his army his plans to take Quebec City. While Montgomery planned the attack on the city, Christophe Pélissier, a Frenchman living near Trois-Rivières, came to see him. Pélissier was a political supporter of the American cause who operated the St. Maurice Ironworks. He and Montgomery discussed the idea of holding a provincial convention to elect representatives to Congress. Pélissier recommended against this until after Quebec City had been taken, as the habitants would not feel free to act in that way until their security was better assured. The two agreed that Pélissier's ironworks would provide munitions (ammunition, cannonballs, and the like) for the siege. This, Pélissier did until the Americans retreated in May 1776, at which time he also fled with them, His ironworks supplied ammunition, bombs, and cannonballs for the siege of Quebec; he also wrote a letter to the Second Continental Congress on January 8, 1776, to point out the measures they should take for a successful taking of Quebec. As the Americans retreated from Quebec in May and June 1776, Pélissier fled the province with them. On July 29, 1776, he received an engineering lieutenant colonel's commission in the Continental Army, and in October assisted in the improvement of the defenses at Fort Ticonderoga. He eventually returned to his family home in France. A snowstorm arrived on the night of December 27, prompting Montgomery to prepare the troops for the attack. However, the storm subsided, and Montgomery called off the assault. That night, a sergeant from Rhode Island deserted, carrying the plan of attack to the British. Montgomery consequently drafted a new plan; this one called for two feints against Quebec's western walls, to be led by Jacob Brown and James Livingston, while two attacks would be mounted against the lower town. Arnold would lead one attack to smash through the defenses at the north end of the Lower town through the Sault au Matelot and Montgomery would follow along the Saint Lawrence south of the Lower Town. The two forces would meet in the lower town and then launch a combined assault on the upper town by scaling its walls, believing that the "Old Subject" merchants living in the Upper Town would force Carleton to surrender upon the Upper Town was entered. Much of the hope behind Montgomery's plan was their either the "Old Subject" merchants would force Carleton to surrender once the Americans entered the city and/or the threat of having the warehouses destroyed would lead to the city's merchants likewise compelling Carleton to surrender. The new plan was revealed only to the senior officers. On the afternoon of 30 December 1775, a "northeaster" storm came from the Atlantic, bringing in a heavy snowfall, and Montgomery knowing that much of his army would be leaving in two days' time, ordered his men to form up for an assault on Quebec City. ## Battle ### Montgomery's attack A storm broke out on December 30, and Montgomery once again gave orders for the attack. Brown and Livingston led their militia companies to their assigned positions that night: Brown by the Cape Diamond redoubt, and Livingston outside St. John's Gate (fr). When Brown reached his position between 4 am and 5 am, he fired flares to signal the other forces, and his men and Livingston's began to fire on their respective targets. Montgomery and Arnold, seeing the flares, set off for the lower town. Montgomery led his men from Wolfe's Cove down the steep, snow-heaped path towards the outer defenses. The storm had turned into a blizzard, making the advance a struggle. As they advanced over the ice-covered rocky ground, the bells of the Notre-Dame-des-Victoires church began to ring, signaling the militiamen to arm themselves, as sentries manning the walls of Quebec City saw the American lanterns in the blizzard. Montgomery's men eventually arrived at the palisade of the outer defenses, where an advance party of carpenters sawed their way through the wall. Montgomery himself helped saw through the second palisade, and led 50 men down a street towards a two-story building. The building formed part of the city's defenses, and was in fact a blockhouse occupied by 39 Quebec militia and 9 sailors armed with muskets and cannons. Montgomery unsheathed his sword as he led his men down the street as the blizzard raged. The defenders opened fire at close range, and Montgomery was killed instantly, shot through the head by a burst of grapeshot while most of the men standing beside him were either killed or wounded. The few men of the advance party who survived fled back towards the palisade; only Aaron Burr and a few others escaped unhurt. As the next two most senior officers, John Macpherson and Jacob Cheesemen, were also killed, command was assumed by the deputy quartermaster, Colonel Donald Campbell, who decided it was suicidal to try to advance again. Many of Montgomery's officers were injured in the attack; one of the few remaining uninjured officers led the survivors back to the Plains of Abraham, leaving Montgomery's body behind. ### Arnold's attack While Montgomery was making his advance, Arnold advanced with his main body towards the barricades of the Sault-au-Matelot at the northern end of the lower town. Leading Arnold's advance were 30 riflemen together with the artillerymen who attached a brass 6-pounder cannon to a sled. Behind them were the rest of the riflemen from Virginia and Pennsylvania, then the Continental Army volunteers from New England, and finally the rearguard consisted of those Canadiens and Indians from the Seven Nations of Canada who had decided to join the Americans. They passed the outer gates and some British gun batteries undetected. However, as the advance party moved around the Porte du Palais (Palace Gate) (fr), heavy fire broke out from the city walls above them. The defenders opened fire with their muskets and hurled grenades down from the walls. The sled carrying the cannon was struck in a snowdrift in an attempt to avoid the hostile fire and was abandoned. The height of the walls made it impossible to return the defenders' fire, therefore Arnold ordered his men to run forward to the docks of Quebec City that were not behind the walls. In the process, the Americans became lost amid the unfamiliar streets of Quebec City and the raging blizzard. They advanced down a narrow street, where they once again came under fire as they approached a barricade manned by 30 Canadien militiamen armed with three light cannons. Arnold had planned to use the cannon he brought with him, but since the gun was lost, he had no choice but to order a frontal attack. As he was organizing his men in an attempt to take the barricade, Arnold received a deep wound in the leg from a musket ball that apparently ricocheted, and was carried to the rear after transferring command of his detachment to Daniel Morgan. Morgan, a tough Virginia frontiersman well respected by his men, personally led the assault, scaling a ladder up the barricade and was knocked down on his first attempt. On his second attempt, Morgan made to the top of the barricade, had to roll under one of the cannons to escape the bayonets of the defenders, but the rest of his men followed up. After a few minutes of fighting, the 30 militiamen surrendered while the Americans had lost 1 dead and six wounded. Under Morgan's command, they captured the barricade, but had difficulty advancing further because of the narrow twisting streets and damp gunpowder, which prevented their muskets from firing. Moreover, despite Morgan's exhortations to advance, his men were afraid of being overpowered by their prisoners and wanted to wait for the rest of the Continental Army force to come up, leading to a 30-minute delay. Morgan and his men holed up in some buildings to dry out their powder and rearm, but they eventually came under increasing fire; Carleton had realized the attacks on the northern gates were feints and began concentrating his forces in the lower town. Caldwell was speaking with Carleton when he learned of the assault on the Porte du Palais, and took with him 30 Royal Highland Emigrants and 50 sailors as he headed out to stop the assault. At the second barricade, he found some 200 Canadien militiamen under Voyer and a company from the 7th Foot Regiment, who were confused about what was going on, whom he gave his orders to. Caldwell ordered the Royal Highlanders and the militia into the houses while ordering the 7th Foot to form a double line behind 12-foot high barricade. As Morgan and his men advanced down the narrow streets of Quebec City, they were confronted by the sailors led by a man named Anderson who demanded their surrender. Morgan in reply shot Anderson dead while his sailors retreated; shouting "Quebec is ours!", Morgan then led a charge down the street. The Royal Highlanders and the militia opened fire from the windows in the houses. Despite the storm of bullets raining down on them, the Americans were able to place ladders against the barricades, but their attempts to scale it were all beaten back. An attempt to outflank the barricade by going through one of the houses led to a savage fight in the house with bayonet against bayonet, but was also repulsed. Under increasing heavy fire, Morgan ordered his men into the houses. A British force of 500 sallied from the Palace Gate and reoccupied the first barricade, trapping Morgan and his men in the city. Captain George Laws led his 500 men, consisting of Royal Highlanders and sailors out of the Palace Gate, when they encountered an American force under Henry Dearborn who was coming up to aid Morgan. As Dearborn's men had their powder damp, they could not use their muskets and Dearborn and the rest of his men surrendered. Laws then turned against Morgan's group, who proved to be more stubborn. Laws himself was captured, but the attempts of the Americans to break out were blocked. As the fighting continued, the Americans ran out of ammunition and one by one, groups of Continental Army soldiers gave up the fight. With no avenue of retreat and under heavy fire, Morgan and his men surrendered. The battle was over by 10 am. Morgan was the last to surrender and rather than give up his sword to a British officer, he handed it to a Catholic priest who had been sent under a flag of truce to ask for his surrender. Finally, Carleton ordered an assault on the battery outside the walls, which was captured, and afterwards the British withdrew back behind the safety of the walls. Found on the American corpses in the snow were paper streamers attached to their hats reading "Liberty or Death!". This was the first defeat suffered by the Continental Army. Carleton reported 30 Americans killed and 431 taken prisoner, including about two-thirds of Arnold's force. He also wrote that "many perished on the River" attempting to get away. Allan Maclean reported that 20 bodies were recovered in the spring thaw the following May. Arnold reported about 400 missing or captured, and his official report to Congress claimed 60 killed and 300 captured. British casualties were comparatively light. Carleton's initial report to General William Howe mentioned only five killed or wounded, but other witness reports ranged as high as 50. Carleton's official report listed five killed and 14 wounded. General Montgomery's body was recovered by the British on New Year's Day 1776 and was given a simple military funeral on January 4, paid for by Lieutenant Governor Cramahé. The body was returned to New York in 1818. Together with the losses taken in the battle and the expiring enlistments left Arnold with only 600 men as 1 January 1776 to besiege Quebec City. Arnold asked for David Wooster, commanding the Continental Army force in Montreal to send him some of his men, but Wooster refused, saying he was afraid of a pro-British uprising if he were to send away any of his forces. An appeal to help for Schuyler led to the reply that he could spare no men as the problem of expiring enlistments led him short of men, and moreover, Guy Johnson had succeeded in persuading some of the Mohawk to fight for the Crown. General Washington complained that the refusal of Congress to offer long-term enlistments or even bounties to those whose enlistments were about to expire was threatening to hobble the rebellion, and led him to consider resigning. ## Siege of the fortress Arnold refused to retreat; despite being outnumbered three to one, the sub-freezing temperature of the winter and the mass departure of his men after their enlistments expired, he laid siege to Quebec. The siege had relatively little effect on the city, which Carleton claimed had enough supplies stockpiled to last until May. Immediately after the battle, Arnold sent Moses Hazen and Edward Antill to Montreal, where they informed General Wooster of the defeat. They then travelled on to Philadelphia to report the defeat to Congress and request support. (Both Hazen and Antill, English-speakers originally from the Thirteen Colonies who had settled in Quebec, went on to serve in the Continental Army for the rest of the war.) In response to their report, Congress ordered reinforcements to be raised and sent north. During the winter months, small companies of men from hastily recruited regiments in New Hampshire, Massachusetts, and Connecticut made their way north to supplement the Continental garrisons at Quebec and Montreal. The journey to Quebec City in the winter left the reinforcements in poor health and many of their weapons unserviceable. Arnold used his remaining artillery to shell Quebec City, which caused some damage, but did little did to weaken Carleton's hold as Arnold only destroyed the homes of civilians. Carleton continued to build new blockhouses and trenches over the course of the winter and cut a trench in the frozen St. Lawrence to prevent an attempt to outflank the walls of Quebec City. The presence of disease in the camp outside Quebec, especially smallpox, took a significant toll on the besiegers, as did a general lack of provisions. Smallpox ravaged Montgomery and Arnold's forces largely due to exposure to infected civilians released from Quebec. Governor Carleton condoned this practice, realizing it would severely weaken the American siege effort. Carleton is reported to have sent out several prostitutes infected with smallpox who in turn passed it on to the Continental Army. Arnold after using up all his gold could only pay for supplies with paper money, not coin, which proved to be problematic as the habitants wanted coins, and increasingly the Americans had to take supplies at bayonet point. Together with the news of the anti-Catholic policies carried out by Wooster in Montreal, the requisitions of food and firewood made the besiegers more and more unpopular with the habitants who wanted the Americans to go home. In early April, Arnold was replaced by General Wooster, who was himself replaced in late April by General John Thomas. Governor Carleton, despite appearing to have a significant advantage in manpower, chose not to attack the American camp, and remained within Quebec's walls. Montgomery, in analysing the situation before the battle, had observed that Carleton served under James Wolfe during the 1759 siege of Quebec, and knew that the French General Louis-Joseph de Montcalm had paid a heavy price for leaving the city's defenses, ultimately losing the city and his life in the Battle of the Plains of Abraham. British General James Murray had also lost a battle outside the city in 1760; Montgomery judged that Carleton was unlikely to repeat their mistakes. On March 14, Jean-Baptiste Chasseur, a miller from the southern shore of the Saint Lawrence, reached Quebec City and informed Carleton there were 200 men on the south side of the river ready to act against the Americans. These men and more were mobilized to make an attack on an American gun battery at Point Levis, but an advance guard of this Loyalist militia was defeated in the March 1776 Battle of Saint-Pierre by a detachment of pro-American local militia. under Major Lewis Dubois On 2 April 1776, a new battery built by the Americans at Point Lévis started to shell Quebec City and ships in the St. Lawrence as the river thawed in the spring. To rally support in Quebec, Congress sent a three-man commission consisting of Charles Carroll, Samuel Chase and Benjamin Franklin together with a pro-Patriot Catholic priest, Father John Carroll, and Fleury Mesplet, a French printer living in Philadelphia. On 29 April 1776, the commission arrived in Montreal and attempted to undo the damage done by Wooster, but found that public opinion had turned against them. Several Canadien leaders pointedly asked the commissioners that if the rebellion was justified because of "no taxation without representation", then why had Wooster imposed taxes on them in the name of Congress without their representation in Congress. Father Carroll talked extensively with his fellow Catholic priests in Quebec in a bid to win their support, but reported that the majority were satisfied with the Quebec Act, and were unwilling to support the rebellion. Though the Congressional commissioners rescinded Wooster's anti-Catholic decisions and allowed Catholic churches to re-open, by then the political damage could not be repaired. When General Thomas arrived, the conditions in the camp led him to conclude that the siege was impossible to maintain, and he began preparing to retreat. On 3 May, the Americans sent a fireship down the St. Lawrence in an attempt to burn down the Queen's Wharf, but British artillery sank the fireship. The arrival on May 6 of a small British fleet carrying 200 regulars (the vanguard of a much larger invasion force), accelerated the American preparations to depart. Arriving in Quebec City were the frigates HMS Surprise and HMS Isis carrying the 29th Foot Regiment as well as marines. The retreat was turned into a near rout when Carleton marched these fresh forces, along with most of his existing garrison, out of the city to face the disorganized Americans. The American forces, ravaged by smallpox (which claimed General Thomas during the retreat), eventually retreated all the way back to Fort Ticonderoga. Carleton then launched a counteroffensive to regain the forts on Lake Champlain. Although he defeated the American fleet in the Battle of Valcour Island and regained control of the lake, the rear guard defense managed by Benedict Arnold prevented further action to capture Ticonderoga or Crown Point in 1776. ## Aftermath On May 22, even before the Americans had been completely driven from the province, Carleton ordered a survey to identify the Canadians who had helped the American expedition in and around Quebec City. François Baby, Gabriel-Elzéar Taschereau, and Jenkin Williams travelled the province and counted the Canadians who actively provided such help; they determined that 757 had done so. Carleton was somewhat lenient with minor offenders, and even freed a number of more serious offenders on the promise of good behaviour. However, once the Americans had been driven from the province, measures against supporters of the American cause became harsher, with a frequent punishment being forced labour to repair infrastructure destroyed by the Americans during their retreat. These measures had the effect of minimizing the public expression of support for the Americans for the rest of the war. Still, some Canadiens continued to fight for the Revolution as the Continental Army retreated from Quebec. Under Hazen and Livingston, several hundred men remained in the ranks and, now deprived of their property and means along the St. Lawrence, relied on army pay and the promise of a pension from Congress to survive. Some obtained land grants in northern New York at war's end. Between May 6 and June 1, 1776, nearly 40 British ships arrived at Quebec City. They carried more than 9,000 soldiers under the command of General John Burgoyne, including about 4,000 German auxiliaries from Brunswick and Hesse-Hanau (so-called Hessians) under the command of Baron Friedrich Adolf Riedesel. These forces, some of which having participated in Carleton's counteroffensive, spent the winter of 1776–77 in the province, putting a significant strain on the population, which numbered only about 80,000. Carleton told the habitants that the quartering of the British and Brunswick troops was punishment for their "disloyalty" in not coming out in greater numbers when he summoned the militia. The Canadian historian Desmond Morton described Carleton as having "wisely" avoided battle outside of Quebec City in 1775–76, but overall his command in the campaign of 1775–76 was "lack-lustre", which led to John Burgoyne being given command of the invasion of New York in 1777. Many of these troops were deployed in 1777 for Burgoyne's campaign for the Hudson Valley. Following the American victory at the battle of Saratoga, Congress once again considered invading Canada and in January 1778 voted for another invasion to be commanded by the Marquis de La Fayette. However, La Fayette found the necessary supplies and horses to support an invasion were lacking once he reached Albany and he advised cancelling the operation, advice that Congress accepted in March 1778. The news that the British had strengthened the forts on the border together with the walls of Montreal and of Quebec City meant that an invasion of Canada would require a substantial number of men and resources that were not available owing to operations elsewhere. Quebec City's status as one of the strongest fortified cities in North America meant it would require a massive amount of force to take. The idea of invading Canada continued to be debated in Congress up to 1780, but no decision was ever made. During the peace negotiations in Paris in 1782–83 for ending the American Revolutionary War, the American delegation asked for the cession of Canada (at the time, the term Canada applied only to what is now southern Quebec and southern Ontario) to the United States. As the Americans did not have possession of Canada at the time, the British refused and the American diplomats did not press the point. Had the Americans been victorious at the battle of Quebec, and were still in possession of Canada at the time of the peace negotiations, the American diplomats in Paris might have been more successful in demanding what is now southern Ontario and southern Quebec become part of the United States. Three current United States Army National Guard units (Company A of the 69th Infantry Regiment, the 181st Infantry Regiment, and the 182nd Infantry) trace their lineage to American units that participated in the Battle of Quebec. ## See also - List of American Revolutionary War battles - American Revolutionary War §Early Engagements. The Battle of Quebec placed in sequence and strategic context.
30,749,429
Plants vs. Zombies (video game)
1,172,065,906
2009 tower defense video game
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Plants vs. Zombies is a 2009 tower defense video game developed and published by PopCap Games. First released for Windows and Mac OS X, the game has since been ported to consoles, handhelds, and mobile devices. The player takes the role of a homeowner amid a zombie apocalypse. As a horde of zombies approaches along several parallel lanes, the player must defend their home by putting down plants, which fire projectiles at the zombies or otherwise detrimentally affect them. The player collects a currency called sun to buy plants. If a zombie happens to make it to the house on any lane, the player loses the level. Plants vs. Zombies was designed by George Fan, who conceptualized it as a more defense-oriented sequel to his fish simulator game Insaniquarium (2001), then developed it into a tower defense game featuring plants fighting against zombies. The game took inspiration from the games Magic: The Gathering and Warcraft III; along with the movie Swiss Family Robinson. It took three and a half years to make Plants vs. Zombies. Rich Werner was the main artist, Tod Semple programmed the game, and Laura Shigihara composed the game's music. In order to appeal to both casual and hardcore gamers, the tutorial was designed to be simple and spread throughout Plants vs. Zombies. Plants vs. Zombies was positively received by critics and was nominated for multiple awards, including "Download Game of the Year" and "Strategy Game of the Year" as part of the Golden Joystick Awards 2010. Reviewers praised the game's humorous art style, simplistic but engaging gameplay, and soundtrack. Upon release in May 2009, it was the fastest-selling video game developed by PopCap Games and quickly became their best-selling game, surpassing Bejeweled and Peggle. By 2010, it had sold over a million copies worldwide and has since been considered one of the greatest video games of all time. In 2011, PopCap was bought by Electronic Arts (EA). The company laid off Fan and 49 other employees, marking a change of focus to mobile and social gaming. After the buyout, Plants vs. Zombies was followed by a multimedia franchise including two direct sequels, three third-person shooters, two comic book series, and two spin-off games, most of which have received positive reviews. ## Gameplay Plants vs. Zombies is a tower defense video game in which the player defends their suburban home from zombies. The lawn is divided into a grid, with the player's house to the left. The player places different types of plants on individual squares of the grid. Each plant has a different style of defense, such as shooting, exploding, and blocking. Different types of zombies have their own special behaviors and their own weaknesses to different plants. For example, Balloon Zombie can float over the player's plants, but its balloon can be popped by Cactus. Other examples of zombies include Dancing Zombie which summons Backup Dancers around himself; and the Dolphin Rider Zombie, which rides on a dolphin in the water to jump over a plant. The player can pick a limited number of types of plants through seed packets at the beginning of each level, and must pay to place them using a currency called "sun". The player collects sun by either clicking on sun icons that randomly appear over the lawn, or by using certain plants that generate sun, like Sunflowers and Sun-shrooms. Each type of plant recharges between each placement at various speeds. A shovel can be used to dig up and remove plants. Positioned at the left end of each lane is a single-use lawnmower, pool cleaner, and roof cleaner; if a zombie reaches this end, these will activate and kill all zombies in that lane. If a zombie reaches the end of a lane whose mower, pool cleaner, and roof cleaner has already been used, roof cleaners were crushed by Dr. Zomboss' fireball and iceball in level 5-10 and Dr. Zomboss's Revenge, and a roof cleaner has not yet bought, the player loses the level which results in removing the progress of that level's attempt by leaving with the only options to restart and exit. ### Adventure mode There are five stages in the Adventure mode, each comprising ten levels. At the end of nearly every level, the player collects a new type of plant to use in subsequent levels. On the first level of stage two (level 2-1), zombies begin to occasionally drop in-game money when killed. After level 3-4, the player can spend the money at an in-game store called Crazy Dave's Twiddydinkies. Crazy Dave offers boosts that the player uses to upgrade already-placed plants and gardening tools for the player's Zen Garden, which is unlocked after level 5-4 and allows the player to water and maintain a group of plants, which are obtained as loot from killing zombies or purchasing them through his store; in return, the plants generate money for the player. Every stage's fifth level has a mini-game challenge, often utilizing a conveyor belt that gives various plants to the player. On every stage's tenth level, the player receives plants from a conveyor belt. Stages one, three, and the first nine levels of stage five occur in daylight, while stages two, four, and the battle with Dr. Zomboss take place at night. During the nighttime stages, the player uses the lower-cost fungi plants due to the lack of natural sun generation at night. Stages three and four take place in the house's backyard, which has six lanes (unlike the usual five lanes) and features a pool taking up the middle two lanes. On the pool, plants are placed on top of Lily Pads which, unlike most plants, can be placed directly on pool lanes. Stage four has fog that obscures most of the lawn. Stage five takes place on the house's roof. This setting has the player use catapult plants, instead of the standard shooting plants, to account for the roof's upward slope. Adventure mode's last level pits the player against Dr. Zomboss, an evil scientist and the zombies' animator. He crushes the player's plants by having his Zombot crush the plants or throw vans at them, and can place fire and ice balls that roll across a lane. The player subdue these balls with Jalapeños and Ice-shrooms. After completing the Adventure mode, the player can play it again, this time with plants unlocked during the previous play-through, and with three randomly selected plants to begin each level. ### Other game modes Three additional modes—Mini-Games, Puzzle, and Survival—become available once Adventure mode is completed. In Mini-Games mode, the player selects from a collection of twenty mini-games. These levels pose the player with unique challenges, each using some gimmick—often variants of a conveyor belt that gives the player certain plants. In Puzzle mode, the player selects from two types of levels: "Vasebreaker" and "I, Zombie". In "Vasebreaker", the player breaks open a set of vases, each containing a plant or a zombie. The level ends when all the vases are smashed and all the zombies are killed. In "I, Zombie", the player places zombies to get past pre-placed cardboard cut-outs of plants, aiming to eat the brain at the end of each lane. The player loses and force to restart the puzzle if there are no zombies present in the lawn and not all five brains were eaten while having less than 50 sun (or for the case of its endless version, starting the next streak with sun count below 50). Survival mode offers a selection of levels in which the player chooses plants to defeat increasingly challenging waves of zombies. ## Development ### Concept Plants vs. Zombies was designed by George Fan. Imagining a more defense-oriented version of one of his previous titles, Insaniquarium (2001), and having played some Warcraft III tower defense mods, he was inspired to make a tower defense game. Fan considered a sequel to Insaniquarium for the Nintendo DS, each screen would represent a separate fish tank—one on top of the other. Aliens would attack the top fish tank and, if successful, would break into the bottom fish tank. Gameplay in the top tank would focus on defense against the aliens, while in the bottom tank it would revolve around resource generation, akin to Insaniquarium. But inspired by Warcraft III's towers, he felt that plants would make good defensive structures. He wanted to bring new concepts to the genre and believed the fact that enemies in tower defense games would never attack the towers was unintuitive. To address this, he began designing the five- and six-lane setups that would later be used in the final game. Enemies were at first the aliens from Insaniquarium, but while Fan was sketching concept art, he drew what he considered "the perfect zombie", and the theming was reworked. Fan went with using zombies instead of aliens in order to make the game stand out from other video games using plants. Insaniquarium substantially influenced the development of Plants vs. Zombies. The games have similar pacing, determined by the "drip-feeding" of pets and plants respectively, and choosing plants at the beginning of each Plants vs. Zombies level is analogous to choosing pets in Insaniquarium. Fan also took inspiration from the film Swiss Family Robinson, in which a family defends themselves and their home against pirates. Fan included elements from the trading card game Magic: The Gathering, which he had played with his girlfriend, Laura Shigihara. Showing her how to customize their card decks inspired him to design Plants vs. Zombies with seed packets—instead of his original idea of a conveyor belt that gave random plants—due to the seed packet system's greater complexity. While the conveyor belt was dropped from the more common game mode, it remained a special element in select levels. The use of multitasking between lanes was influenced by and was featured prominently in the old arcade game Tapper. When the game featured aliens, its working title was Weedlings, but Fan thought the name a poor fit because of how many gardening-themed video games were being released at the time. It was renamed Plants vs. Zombies as a placeholder after the enemies were changed. The planned name for most of development was Lawn of the Dead, a pun on the title of the George A. Romero zombie film Dawn of the Dead. Romero did not permit usage of the name, even after a plea from Fan, who sent Romero a video of himself dressed as a Zombie Temp Worker grunting and programming on a computer, subtitled with references to runtime errors. There were many other candidate names, including Residential Evil and Bloom & Doom, the latter of which was used as the branding on the in-game seed packets. ### Design Plants vs. Zombies was initially designed by Fan alone. Because Fan was a full-time employee at PopCap Games, the video game company helped build up a small team consisting of a composer (Laura Shigihara), a programmer (Tod Semple), and an artist (Rich Werner). Fan was based in San Francisco, while Werner was in Seattle. Stephen Notley is credited as being a writer for Plants vs. Zombies. He wrote the plant and zombie descriptions in the in-game guide, the Suburban Almanac. Fan found working in small teams to be easier than working in large teams. According to an interview with Edge, while searching for an artist, Fan discovered Rich Werner, whose work Fan thought matched with his design intentions. Fan attributed the design's intrigue to its animation scheme; Tod Semple suggested using Adobe Flash, which Fan worried would generate an animation "cut out from paper" and too closely resembling South Park, but he was ultimately satisfied, crediting Semple and Werner's talent. Plants vs. Zombies was made using PopCap Games's own engine: PopCap Framework. Fan consistently posted updates of Plants vs. Zombies every four months in an internal forum within PopCap Games called Burrito, where he accepted feedback from the employees of PopCap. When the concept of Plants vs. Zombies was first established as a sequel to Insaniquarium, Fan wanted to make a game where the aliens invade the player's garden. Originally, his intent was to make a gardening game where plants are grown as an investment to afford defenses against an alien invasion. After Fan created the "perfect zombie", the enemies were changed from aliens to zombies. He trimmed the concept of simultaneously defending and maintaining the garden, feeling that the repetitive gardening detracted from the main gameplay. Simplifying the gardening system, Fan restructured the game's main aspects to fit better into the tower defense genre, and later added further elements inspired by other games. Fan enjoyed the idea of plants defending against the zombies, combining two distinct species that were not yet touched by other game developers at the time. Plants playing as the role of towers made sense to him, acting as stationary defense against the recurring waves of zombies. Zombies were designed to move in the current linear five- and six-lane system in the final game, allowing the enemy zombies to interact with the defensive plants, a refinement in the game that Fan felt worked as a unique gameplay mechanic to make Plants vs. Zombies stand out in the tower defense genre amongst other tower defense games popular at the time. Plants vs. Zombies took three and a half years to make. Much of the first year of development focused on Adventure mode; Semple afterward suggested brainstorming concepts for Mini-Games mode. "Vasebreaker" and "I, Zombie" originated from those ideas as individual levels before Fan, who enjoyed tweaking them, separated them and their variants into Puzzle mode. During testing, Fan found that the additional modes detracted players from Adventure mode. Fan locked most of their levels, requiring advancement within Adventure mode to unlock them. Later, the development of Plants vs. Zombies consisted of Fan testing the game and writing down notes of what could be done to tweak it before sending them off to Semple. The last year of development had the team fine-tuning Plants vs. Zombies before release. One of the critical aspects of the development was designing Plants vs. Zombies to be balanced between hardcore and casual gaming. Fan designed the tutorial to be simple and merged within the game to attract casual gamers. It had the player learning by performing actions, rather than reading about how to do the actions. The in-game messages were also made to be as short and easy-to-read as possible; with the dialogue from Crazy Dave being broken up into small chunks of text to match this. The in-game messages were also designed to match a player's skill set; an example being the message telling the player to place Peashooters further to the left would only pop up in an early level if a Peashooter was placed towards the right of the lawn and was eaten. The team discovered that newcomers to the genre of real-time strategy often had difficulty learning the importance of sun collection. The price of the income-generating Sunflowers was halved, encouraging the player to buy them instead of the attack-only Peashooter. The change forced restructuring of the balance between plants and zombies, a move that Fan said was worth the effort. ### Characters Early in the development of Plants vs. Zombies, time was spent brainstorming ideas for characters. Fan purposely gave all the plants and zombies names that matched their individual functions, designing them accordingly—for example, a Peashooter shoots pea projectiles. Fan also made all the plants stationary and all the zombies slowly move across their lane so the casual player would understand that the towers (the rooted plants) could not move and the attackers (the mindless zombies) could slowly move. The final designs of the zombies and plants changed little from their inception. The game's sole human character, Crazy Dave, was a parody of David Rohrl, a person Fan knew. Crazy Dave features a vocal performance by Fan. The final game has 49 types of plants. Fan expressed fondness for the Tall-Nut, Torchwood, and Cob Cannon plants. He liked the Tall-Nut's character, citing its "determined gaze" and its shedding a single tear when hurt. In terms of strategy, he liked that the Torchwood—which gives Peashooters flaming ammunition—required the player to consider how plants interact with each other. Fan also liked the Squash, due to its name's wordplay; the plant crushes zombies. A proposed plant would have been placed above other plants to protect them from Bungee and Catapult Zombies; it was difficult, however, to visualize this plant's position. A similar defensive item (the Umbrella Leaf) made it into the final game, protecting plants from Bungee and Catapult Zombies, but placed next to plants. Many potential plants had concept art but were not in the final Plants vs. Zombies. Plants vs. Zombies has 26 types of zombies. Fan's favorite zombie was Dr. Zomboss; the team spent a full month designing the fight against him at the end of the game. Fan liked the Pole Vaulting Zombie due to the likely amusement of its first encounter with the player; he gave an example of a player failing to block it with a Wall-Nut plant, with the zombie jumping over the obstruction. The Newspaper Zombie's first iteration simply read a newspaper, but Werner redrew the character as having become a zombie while reading on the toilet. Fan's brother asked him whether he based the zombie on their father, as he would often read the newspaper on the toilet. Fan said that while he had no such intention, it was his favorite backstory to a zombie. The Dancing Zombie initially resembled Michael Jackson from the music video for "Thriller". The zombie was present in the game before his death, but the entertainer's estate objected to its inclusion over a year following his death; PopCap replaced it with a more generic disco-dancing zombie. Many other zombies were cut during development. ### Soundtrack Shigihara composed Plants vs. Zombies's soundtrack, borrowing elements from pop music and console chiptune. Before the game's inception, Fan asked Shigihara to compose the music for his next title because he admired her music. She drew influence from Danny Elfman's soundtracks and a wide range of musical styles: One song uses marching band percussion and swing; another utilizes techno beats with "organic" sounds. Film music scholar K. J. Donnelly found the music to be bright and "cartoonish". He noted the music was not dynamically tied to gameplay, but instead progresses independently. He noted the soundtrack's design in a progressive style, "almost in parallel to the unfolding of the game[play]". Shigihara described the music as "macabre, yet goofy". Examining the night stages, she explained that she used a combination of big band swing beats with "several haunting and serious melodies". The songs "Loonboon" and "Brainiac Maniac" were written towards the end of production. Shigihara said these were reactionary songs she wrote to fit the game's feel after playing it through twice. Shigihara composed and performed the music video shown during the game's credits, titled "Zombies on Your Lawn". The song was inspired by "Still Alive", which played at the end of the video game, Portal. Plants vs. Zombies's tracks were eventually released as part of a downloadable soundtrack album. ## Promotion and release On April 1, 2009, PopCap released a music video for "Zombies on Your Lawn" to promote Plants vs. Zombies. While many PC gamers were unsure if the video was an elaborate April Fools' Day joke, PopCap spokesperson Garth Chouteau revealed in an IGN interview that the game would soon be released for PC and Mac. On April 22, 2009, PopCap released an official game trailer of Plants vs. Zombies on YouTube. PopCap Games released a demo version on May 4, 2009, permitting thirty minutes of gameplay. Plants vs. Zombies was officially released for PC and Mac on May 5, 2009, A free Adobe Flash version of Plants vs. Zombies was released on September 23, 2009, along with the demo being replaced by a version where the player can play up to level 3-4. A Game of the Year edition was released on July 11, 2010. It was made available on Steam on August 11, 2010; anyone who already purchased the game could update to the new edition for free. The Game of the Year edition adds in a "Zombatar" feature allowing the player to customize a zombie's face. The edition also supports Steam Cloud, which lets the player access game save data from multiple computers. ### Mobile phone versions During the announcements for Plants vs. Zombies, PopCap Games revealed the game would be ported to other platforms after the PC release. In August 2009, it was announced on IGN that Plants vs. Zombies would be ported to the iPhone near the end of 2009. They announced the port's release date on a trailer on YouTube in February 2010, officially releasing it on February 15, 2010. The port included a modified interface for iPhone users and a Quick Play mode allowing the player to play any level in Adventure mode; it removed the Mini-Games, Puzzle, and Survival modes. In March 2010, a technology blog named PadGadget found unintentionally public entries for ports of iPhone games to the iPad, Plants vs. Zombies among them. The game's iPad port, named Plants vs. Zombies HD, was released on April 5, 2010. It utilized the iPad's 11 touch sensors and restored the Survival mode and the Mini-Games mode, which includes an iPad-exclusive mini-game called "Buttered Popcorn". Subsequent iOS updates would add more content to their version of Plants vs. Zombies, including Zen Garden, additional mini-games, and additional achievements. In May 2011, PopCap Games officially announced that Chuzzle would be available on the Amazon Appstore for Android devices for the next two weeks, with Plants vs. Zombies becoming available later in the month. They were both free on launch day and cost \$2.99 after. On May 31, 2011, Plants vs. Zombies entered the Amazon Appstore. In December 2011, PopCap Games announced it would be releasing Plants vs. Zombies and Peggle through the Android Market. It was made available on Google Play Store on December 15, 2011. Plants vs. Zombies has been ported to other mobile devices. On June 23, 2011, the game was released on the Windows Phone as part of Xbox Live. On November 14, 2011, and January 30, 2013, Plants vs. Zombies was released on the Kindle Fire and Blackberry 10 respectively as a launch app. Plants vs. Zombies was later released on another BlackBerry device, the BlackBerry Playbook. Plants vs. Zombies was released on Nook HD and Nook HD+ on November 14, 2012. ### Console versions Plants vs. Zombies was announced for the Xbox 360 in July 2010, to be available both on its own and as part of a bundle with Peggle and Zuma. The game was released on the Xbox 360 at Xbox Live on September 8, 2010. To ease use with the Xbox controller, the cursor was locked onto the lawn's grid pattern and sun would float towards the cursor. The port also featured Versus mode, a Co-op mode, and a new level in Mini-Games mode. Versus mode matched two players, one playing plants and one playing zombies. The zombie player's goal is reaching the house, while the plant player aims to kill three of the five target zombies on the right side of the lawn. A PlayStation Network port for the PlayStation 3 of Plants vs. Zombies was announced on January 28, 2011, with Sony Online Entertainment as its publisher and was released on February 8, 2011. The DS port of Plants vs. Zombies was announced in August 2010. The port was released on January 18, 2011, in North America and on May 6, 2011, in Europe and Australia. The port included the Zombatar feature and the versus mode from the Xbox Live version, also adding four exclusive mini-games. On March 14, 2011, the DSiWare port was released in North America. It was released on May 6, 2011, in Europe and Australia. The DSiWare version only kept the Adventure mode and Mini-Games mode; the mini-game levels consisted of the exclusive levels from the original DS and a new level called "Zombie Trap". The PlayStation Vita port was announced in December 2011. It was released on February 21, 2012, in North America, and in Europe as a launch title on February 22, 2012; with Sony Online Entertainment serving as its publisher. The port allows the player to play using either the touch screen or the controllers. It also introduces the ability to shake the Vita to collect suns and money. Unlike other console versions, the game lacks a multiplayer setting. ## Reception ### Sales On May 20, 2009, Plants vs. Zombies was declared the fastest-selling video game created by PopCap Games, quickly becoming their best-selling video game; surpassing their previous popular games: Bejeweled and Peggle. In a presentation at Game Developers Conference China 2010, James Gwertzman, the vice president of the Asia/Pacific division of PopCap Games, revealed the game had sold 1.5 million copies internationally. Fan estimated half of sales came from hardcore gamers. Larry Hryb, director of programming for Xbox Live, reported that Plants vs. Zombies was the thirteenth most purchased 2011 game on Xbox Live Arcade. Plants vs. Zombies was particularly successful on the App Store. According to PopCap, the iOS release of Plants vs. Zombies sold more than 300,000 copies during its first nine days, generating more than \$1 million in gross sales. It rose to number one in sales and money grossed from a mobile video game before losing the spot nine days after release. As of April 2016, nine million copies have been downloaded across all iOS platforms. ### Critical reviews Plants vs. Zombies received positive reviews. According to Metacritic, the only version that did not receive "generally positive reviews" or "universal acclaim" is the DSiWare version, which received "mixed or average reviews". It has since been considered one of the greatest video games of all time. Some reviewers found the core mechanic straightforward, but the game itself challenging. GamesRadar+'s Tom Francis said that Plants vs. Zombies was only casual in its easiness to understand its premise; he clarified, "There's nothing casual about the 30 goddamn hours we've spent, effectively, gardening." Seth Schisel from The New York Times said kids and adults alike would enjoy Plants vs. Zombies. Others disagreed: GameSpot editor Chris Watters said, "Tower defense veterans will have to endure a lot of simple, familiar action in order to find a real challenge, and the wait may prove too long for some"; GamePro's Tae Kim said that Plants vs. Zombies was not particularly easy or hard, and that he never had to restart despite being "terrible at these sorts of games." John Walker of Rock Paper Shotgun said the difficulty sometimes felt artificial. Despite his criticism of the game's difficulty, Watters praised Plants vs. Zombies's constant introduction of new plants, which kept the game fresh. Eurogamer editor Christian Donlan agreed: every zombie challenges the player and each new plant allows for a new strategy. Many critics commended Plants vs. Zombies for its minimalistic tutorial allowing experimentation; some had believed the entire Adventure mode was a long tutorial, or a warmup, for other game modes. Many critics praised the game for the replay value offered by additional game modes; Francis said that by the time the player finishes Adventure mode; "the obscene wealth of other things to do already outweighs it for entertainment value." The art style and music of Plants vs. Zombies have also been praised. Susan Arendt from The Escapist said "the music is excellent, [and] the art is charming and adorable." Many reviewers have called the graphics from Plants vs. Zombies "adorable". Watters praised the unit animation, elaborating that they had a "great sense of personality". Some drew attention to the game's humor. Wired's Earnest Cavalli said that while the idea behind Plants vs. Zombies sounds macabre, "every level of the game offers something to laugh about". Marc Saltzman from Gamezebo found humor in the game's many killing methods. IGN editor Daemon Hatfield praised the game's music; he called it a "catchy, organic soundtrack that becomes more intense as your yard is flooded with enemies". In contrast, Walker found the soundtrack "disappointing" and stated, "After the promise of the gorgeous music video, the hope of similarly catchy in-game tunes is not kept." Critics commended the iPhone port of Plants vs. Zombies for being faithful to the PC version and for its Quick Play mode, but many were disappointed by its omission of the other game modes. Many reviewers praised the iPad port's inclusion of the Mini-Games mode and the Survival mode, along with "Buttered Popcorn", the exclusive mini-game. The Xbox 360 port of Plants vs. Zombies was praised for its addition of exclusive game modes, including a Co-op mode and a Versus mode. The Nintendo DS port was commended for its four new mini-games and its versus mode from the Xbox 360 version, but was considered inferior in its animation and graphics. The port was also criticized for its comparatively high price, for the DS top screen's sole usage as an indicator of level progression, and for unstable frame rate. Many critics found the PS Vita version faithful to the PC version, though unsure about whether or not there enough significant additions in this version to recommend to someone who already has Plants vs. Zombies on another platform. Ultima creator and mogul Richard Garriott said in 2011 that Plants vs. Zombies was his favorite game of all time. ### Awards Plants vs. Zombies was nominated for various categories in the GameSpot Best of 2009, 2009 Spike Video Game Awards, the 13th and 14th Annual Interactive Achievement Awards, the 10th Annual Game Developers Choice Awards, and the 6th and 7th British Academy Games Awards. It won the categories of "Download Game of the Year" and "Strategy Game of the Year" in the Golden Joysticks Awards 2010, and the category of "Best Casual Game" in the 7th International Mobile Gaming Awards. Electronic Arts (EA) claims that Plants vs. Zombies has won over 30 Game of the Year awards. ## Legacy ### George Fan's layoff and Octogeddon PopCap Games and its assets were bought by EA on July 12, 2011, for \$750 million. Fifty employees were laid off from PopCap Games' Seattle studio on August 21, 2012, marking a switch of focus to mobile and social gaming. After a statement by Edmund McMillen, creator of The Binding of Isaac, rumors circulated that Fan was fired by EA because he opposed implementing pay-to-win mechanics in Plants vs. Zombies 2. Fan confirmed in a 2017 tweet that he had been laid off, and that he opposed the freemium aspects of Plants vs. Zombies 2, but did not link the two events. Three former PopCap employees debunked the notion that Fan was fired because of his concerns over the game, including Allen Murray, a former producer of Plants vs. Zombies 2. They said Fan was fired as part of the systematic lay-offs in August 2012, and he was not even part of the Plants vs. Zombies 2 team; he was working on other ideas for games at the time, including a game called Full Contact Bingo. He had lost interest in Plants vs. Zombies when EA began envisioning the game as a huge franchise. Fan worked on the arcade action-strategy game Octogeddon after being laid off, initially as part of a Ludum Dare contest. The game idea was received positively and Fan formed a company along with Werner, the artist of Plants vs. Zombies, and Kurt Pfeiffer, the programmer of the Xbox 360 port. They developed Octogeddon for several years, releasing it on February 8, 2018, to generally positive reviews, according to Metacritic. ### Sequels and spin-offs Since EA's acquisition of PopCap Games, Plants vs. Zombies has expanded into a franchise spanning many consoles and several genres. Plants vs. Zombies Adventures, a spin-off and social game, was released for Facebook on May 20, 2011, and closed on October 12, 2014. A mainline sequel named Plants vs. Zombies 2 was released for iOS on August 14, 2013. Plants vs. Zombies: Garden Warfare, a multiplayer third-person shooter, was released on February 25, 2014, for the Xbox 360, PlayStation 3, and Xbox One, and its sequel was released on February 23, 2016, for the PlayStation 4 and Xbox One. A digital collectible card game, Plants vs. Zombies Heroes, was released internationally for the iOS on October 18, 2016. The franchise released its third third-person shooter, Plants vs. Zombies: Battle for Neighborville, on October 18, 2019, for the PlayStation 4 and Xbox One. A third mainline title is currently in development for Android and iOS as of October 2020. According to Metacritic, nearly all the sequels and spin-offs of Plants vs. Zombies received generally positive reviews. Despite his opposition to Plants vs. Zombies 2's freemium model, Fan has praised the series for delving into different genres, particularly Plants vs. Zombies Heroes's entering digital card-collecting; he hopes EA will continue the series into more genres while keeping the charm of the original. ### Other media Zen Studios and PopCap made a downloadable content (DLC) interactive pinball table, based on Plants vs. Zombies and using PopCap assets, during development of Zen Pinball 2 and Pinball FX 2. The DLC was released on September 4, 2012, in North America and September 5 in Europe. In July and August 2013, Dark Horse Comics released six issues of a comic book adaptation miniseries onto an iOS app. The miniseries was called Lawnmageddon, written by Paul Tobin and drawn by Ron Chan. Dark Horse Comics continued releasing issues for the next two years. In 2015 Dark Horse Comics started a monthly release of the comic series, in both digital and print; every three issues formed a separate miniseries. The first print miniseries was called Bully for You. #### Cultural references According to Chris Carter, editor-in-chief of Destructoid, Plants vs. Zombies is frequently referenced in pop culture. Fan said his favorite homage to the game is the Magic: The Gathering card "Grave Bramble", created as part of the Innistrad expansion. A re-creation of Plants vs. Zombies was added as a mini-game quest known as "Peacebloom vs. Ghouls" to World of Warcraft as part of the World of Warcraft: Cataclysm expansion. Shigihara provided some music for the quest. The song "Bad Guy" (2019) by Billie Eilish was inspired by the theme music for Plants vs. Zombies.
1,519,160
BioShock
1,171,670,051
2007 video game
[ "2000s horror video games", "2007 video games", "2K games", "Alternate history video games", "BioShock (series) games", "British Academy Games Award for Best Game winners", "Criticism of capitalism", "D.I.C.E. Award for Outstanding Achievement in Art Direction winners", "D.I.C.E. Award for Outstanding Achievement in Audio Design winners", "D.I.C.E. Award for Outstanding Achievement in Character winners", "D.I.C.E. Award for Outstanding Achievement in Original Music Composition winners", "Digital Extremes games", "Feral Interactive games", "Fiction about mind control", "First-person shooters", "Games for Windows", "Human experimentation in fiction", "IOS games", "Irrational Games", "MacOS games", "Objectivism (Ayn Rand)", "PlayStation 3 games", "Propaganda in fiction", "Science fiction video games", "Single-player video games", "Spike Video Game Awards Game of the Year winners", "Take-Two Interactive games", "Unreal Engine games", "Video games developed in Australia", "Video games developed in Canada", "Video games developed in the United States", "Video games directed by Ken Levine", "Video games set in 1960", "Video games using Havok", "Video games with underwater settings", "Weird fiction video games", "Windows games", "Xbox 360 games" ]
BioShock is a 2007 first-person shooter game developed by 2K Boston (later Irrational Games) and 2K Australia, and published by 2K. The first game in the BioShock series, it was released for Microsoft Windows and Xbox 360 platforms in August 2007; a PlayStation 3 port by Irrational, 2K Marin, 2K Australia and Digital Extremes was released in October 2008. The game is set in 1960, and follows Jack, who discovers the underwater city of Rapture, built by business magnate Andrew Ryan to be an isolated utopia. The discovery of ADAM, a genetic material which grants superhuman powers, initiated the city's turbulent decline. Jack attempts to escape, fighting ADAM-obsessed enemies and Big Daddies, while engaging with the few sane humans that remain and learning of Rapture's past. The player, as Jack, can defeat foes in several ways by using weapons, utilizing plasmids that give unique powers, and by turning Rapture's defenses against them. BioShock's concept was developed by Irrational's creative lead, Ken Levine, and incorporates ideas by 20th century dystopian and utopian thinkers such as Ayn Rand, George Orwell, and Aldous Huxley, as well as historical figures such as John D. Rockefeller Jr. and Walt Disney. The game includes elements of role-playing games, giving the player different approaches in engaging enemies such as by stealth, as well as moral choices of saving or killing characters. Additionally, the game and its biopunk theme borrow concepts from the survival horror genre, notably the Resident Evil series. BioShock is considered a spiritual successor to the System Shock series, on which many of Irrational's team, including Levine, had worked previously. BioShock received universal acclaim and was particularly praised by critics for its narrative, themes, visual design, setting, and gameplay. It is considered to be one of the greatest video games ever made and a demonstration of video games as an art form. BioShock was followed by two sequels, BioShock 2 and BioShock Infinite, released in 2010 and 2013, respectively. Ports of BioShock were released for macOS and mobile following its console releases. A remastered version of the game was released on Microsoft Windows, PlayStation 4, Xbox One, and Nintendo Switch as part of BioShock: The Collection. ## Synopsis ### Setting BioShock takes place in Rapture, a large underwater city planned and constructed in the 1940s by individualist business magnate Andrew Ryan, who wanted to create a utopia for society's elite to flourish outside of government control and "petty morality". This philosophy resulted in remarkable advances in the arts and sciences, which included the discovery of "ADAM": a potent gene-altering substance which is created by a species of sea slug on the ocean floor. ADAM soon led to the creation of "Plasmids", mutagenic serums that grant users super-human powers such as telekinesis and pyrokinesis. To protect and isolate Rapture, Ryan outlawed any contact with the surface world. As Rapture flourished, wealth disparities also grew, and conman/businessman Frank Fontaine used his influence over the disenfranchised working class to establish illegal enterprises and obtain power—enough to rival even Ryan himself. With doctors Brigid Tenenbaum and Yi Suchong, Fontaine would create his own company dedicated to researching plasmids and gene tonics. As ADAM became addictive and demand skyrocketed, Fontaine secretly mass-produced ADAM through slugs implanted in the stomachs of orphaned girls, nicknamed "Little Sisters". Fontaine was then killed in a shootout with police, and Ryan took the opportunity to seize his assets, including control of the Little Sisters. In the months that followed, a man amongst the poor named Atlas rose up and began a violent revolution against Ryan, with both sides using plasmid-enhanced humans (known as "Splicers") to wage war on one another. To protect the Little Sisters, Ryan created the "Big Daddies": genetically enhanced humans surgically grafted into gigantic lumbering diving suits designed to escort the sisters as they scavenged ADAM from dead bodies. Tensions came to a head on New Year's Eve of 1958 when Atlas ordered an all-out assault on Ryan and his supporters. The conflict turns Rapture into a war-torn crumbling dystopia, resulting in societal collapse, countless deaths, many Splicers becoming disfigured and insane from ADAM abuse, and the few sane survivors barricading themselves away from the chaos. ### Plot In 1960, the protagonist, Jack, is a passenger on a plane that crashes in the Atlantic Ocean. As the only survivor, Jack makes his way to a nearby lighthouse that houses a bathysphere terminal, which takes him to Rapture. Jack is contacted by Atlas via radio and is guided to confront the perils of the ruined city. Atlas requests Jack's help in stopping Ryan, directing him to a docked bathysphere where he says Ryan has trapped his family. When Jack first encounters the Little Sisters, Atlas urges him to kill them to harvest their ADAM. Still, Dr. Tenenbaum intervenes and insists Jack should spare them, providing him with a plasmid that can remove the sea slug from their bodies and free them of their brainwashing. Jack eventually works his way to the bathysphere, but Ryan destroys it before Jack can reach it. Infuriated, Atlas has Jack fight his way through various districts toward Ryan's lair, forcing Jack to contend with Rapture's deranged citizens along the way: such as the mad surgical doctor J.S. Steinman and insane artist and musician Sander Cohen. Eventually, Jack enters Ryan's office, where Ryan is casually playing golf, and explains Jack's true origins. Through his dialogue and the evidence the player can gather up to this point, it is revealed that Jack is actually Ryan's illegitimate son, sold by Ryan's mistress as an embryo to Fontaine, who then had Tenenbaum and Suchong rapidly age Jack into adulthood and turned into an obedient assassin, capable of accessing any of Rapture's systems locked to Ryan's genetic code and thus ensure Fontaine's victory in the war. Jack was then smuggled to the surface with false memories of a normal life, waiting to be called back to Rapture when needed. Ryan suddenly takes control of Jack's actions by asking, "Would you kindly?"; Jack realizes this phrase has preceded many of Atlas' commands as a hypnotic trigger, forcing him to follow any orders without question. Jack also realizes he was responsible for the plane crash, having read a letter onboard containing the same trigger phrase. Ryan chooses to die by his own will and compels Jack to beat him to death with a golf club. Atlas then reveals himself to be Fontaine, having faked his death and used "Atlas" as an alias to hide his identity while providing a heroic figure for the poor to rally behind. With Ryan finally dead, Fontaine takes control of Ryan's systems and leaves Jack to be killed by hostile security drones. Jack is saved by Dr. Tenenbaum and the Little Sisters, that had been cured, and is helped to remove Fontaine's mental conditioning, including one that would have stopped Jack's heart. Jack pursues Fontaine to his lair, where Fontaine transforms himself into a hulking humanoid creature by injecting himself with a large supply of ADAM. The Little Sisters aid Jack in draining the ADAM from Fontaine's body and eventually kill him. The ending depends on how the player interacts with the Little Sisters: - If the player rescues all or all but one of the Little Sisters, Jack takes them back to the surface with him and adopts five of them as his daughters. Tenenbaum happily narrates how they go on to live full lives under his care, eventually surrounding him on his deathbed. This ending is considered canon in BioShock Infinite: Burial at Sea. - If the player harvests more than one Little Sister, Jack turns on the Little Sisters to harvest their ADAM. Tenenbaum sadly narrates what occurs, condemning Jack and his actions. A US Navy submarine then comes across the plane's wreckage and finds itself suddenly surrounded by bathyspheres containing Splicers, who attack the crew and take control of it. The submarine is revealed to be carrying nuclear missiles, with Tenenbaum claiming that Jack has now "stolen the terrible secrets of the world": The more Little Sisters Jack harvests throughout the game, the harsher and more furious Tenenbaum's narrative becomes. ## Gameplay BioShock is a first-person shooter with role-playing game customization and stealth elements, and is similar to System Shock 2. The player takes the role of Jack as he is guided through Rapture towards various objectives. The player collects multiple weapons and plasmids as they work their way through enemy forces. The player can switch between one active weapon and one active plasmid at any time, allowing them to find combination attacks that can be effective against certain enemies, such as first shocking a Splicer then striking them down with a wrench. Weapons are limited by ammunition that the player collects; many weapons have secondary ammo types that can be used instead for additional benefits, such as bullets that inflict fire damage. Plasmid use consumes a serum called EVE which can be restored using EVE syringes collected by the player or by consuming cigarettes and alcohol. The player has a health meter that decreases when they take damage. The player can restore their health with food or medical packs found throughout Rapture. If the player's health reduces to zero, they will be regenerated at the last Vita-Chamber that they passed with limited amounts of health and EVE. A patch for the game allows players to disable these Vita-Chambers, requiring players to restart a saved game if the character dies. The game provides several options for players to face challenges. In addition to direct combat, the player can use plasmids to lure enemies into traps or to turn enemies against each other, or employ stealth tactics to avoid detection by hostiles including the security systems and turrets. The player can hack into any of Rapture's automated systems; the hacking process is done via a mini-game similar to Pipe Mania where the player must connect two points on opposite sides of a grid with a limited set of piping within a fixed amount of time, with failure to complete in time costing health and potentially sounding alarms. Early in the game, the player is given a research camera; by taking photographs of enemies, the player will cumulatively gain knowledge about the individual foes which translates into attack boosts and other benefits when facing that enemy type in the future. The player collects money by exploring Rapture and from the bodies of defeated foes; this money can be used at vending machines to restock on ammunition, health and EVE, and other items; like security cameras, vending machines can also be hacked to reduce the costs of items from it. The player will also receive rewards in the form of ADAM from completing some tasks, as well as from either saving or killing the Little Sisters after defeating their Big Daddy guardian. ADAM is used to purchase new plasmids from Gatherer's Garden machines scattered around Rapture. In addition to plasmids, the player will also collect and buy tonics that provide passive bonuses, such as increasing Jack's strength, using EVE more efficiently, or making Jack more resistant to damage. The player can only have a limited number of plasmids and tonics active at any time, and can swap between the various plasmids and tonics at certain stations located throughout Rapture. ## Development ### Game design Lead developer Ken Levine had created Irrational Games in 1997 out of former members from Looking Glass Studios. Their first game was System Shock 2, a sequel to Looking Glass's System Shock, and was met with critical success, though it did not prove a financial one. Levine had attempted to pitch a sequel to System Shock 2 to Electronic Arts, but the publisher rejected the idea based on the poor performance of the earlier game. Irrational would proceed to develop other games, including Freedom Force, Tribes: Vengeance, the canceled title Deep Cover, and the completed The Lost which was never released due to legal complications. At this point, Levine wanted to return to a game in the same style as System Shock 2, a more free-form game with strong narrative. In 2002, the team had come up with a core gameplay mechanic idea based on three groups of forces; drones that would carry a desirable resource, protectors that would guard the drones, and harvesters that would attempt to take the resource from the drones; these would eventually bear out as the Little Sisters, Big Daddies, and Splicers in the final game, but at the time of the concept, there was no set theme. They began working on creating a setting for the game as to be able to pitch the idea to game publishers. A 2002 demonstration version was based on the Unreal Engine 2 for the first Xbox. This demonstration was primarily set aboard a space station overtaken with genetically-mutated monsters; the main character was Carlos Cuello, a "cult deprogrammer"—a person charged with rescuing someone from a cult, and mentally and psychologically readjusting that person to a normal life. Ken Levine cites an example of what a cult deprogrammer does: "[There are] people who hired people to [for example] deprogram their daughter who had been in a lesbian relationship. They kidnap her and reprogram her, and it was a really dark person, and that was the [kind of] character that you were." This story would have been more political in nature, with the character hired by a Senator. The team collectively agreed that this game was not what they had set out to make, and were having trouble finding a publisher. They considered ending development, but as news about their efforts to create a spiritual successor to System Shock 2 began to appear in gaming magazines and websites, the team opted to continue development, performing a full revamp of the game. By 2004, 2K Games, a subsidiary of Take-Two Interactive, offered to publish the game primarily based on the drone/protector/harvester concept, giving Irrational the freedom to develop the story and setting. By this point, the story and setting had changed significantly, taking place in an abandoned World War II-era Nazi laboratory that had been recently unearthed by 21st-century scientists. Over the decades, the genetic experiments within the labs had gradually formed themselves into an ecosystem centered on the three groups. This version of the game included many of the gameplay elements that would remain in the final BioShock, themselves influenced by concepts from System Shock 2. These elements included the use of plasmids and EVE, the need to use stealth or other options to deal with automated security systems, direction through the environment from a non-player character relayed over a radio, and story elements delivered through audio recordings and "ghosts" of deceased characters. While the gameplay with the 2004 reveal was similar to what resulted in the released version of BioShock, both design and story changed, consistent with what Levine says was then-Irrational Games' guiding principle of putting game design first. These areas were also issued due to some internal strife and lack of communication between the various teams within Irrational, part of the result of having to expand the team from six to sixty members for the scope of the project. The environment was considered bland, and there were difficulties by the team's artists to come up with a consistent vision to meet the level designer's goals. A critical junction was a short experiment performed by level designer Jean Paul LeBreton and artist Hoagy de la Plante, setting themselves aside to co-develop a level that would later become part of the "Tea Garden" area in the released game, which Levine would later use as a prime example of a "great BioShock space", emphasizing the need for departments to work together. Levine also found that the cyberpunk theme had been overplayed considering their initial reject from Electronic Arts for System Shock 3, leading towards the underwater setting of Rapture. The game's lead level designer was Bill Gardner. He cited Capcom's survival horror series Resident Evil as a significant influence on BioShock, stating there are "all these nods and all these little elements that I think you can see where Resident Evil inspired us". The team were particularly influenced by Resident Evil 4, including its approach to the environments, combat, and tools, its game design and tactical elements, its "gameplay fuelled storytelling" and inventory system, and its opening village level in terms of how it "handled the sandbox nature of the combat" and in terms of "the environment". ### Story and theme development The thematic core of BioShock was born when Levine was walking at Rockefeller Center near the GE Building in New York City. He saw the uniqueness of the art deco styling of the building along with imagery around the building such as the statue of Atlas near it, and recognized that these were spaces that had not been experienced in the first-person shooter genre. The history of the Rockefeller Center also fed into the story concept; Levine noted how the Center had started construction prior to the Great Depression; when the primary financiers had pulled out, John D. Rockefeller Jr. backed the remaining construction to complete the project himself, as stated by Edge magazine "a great man building an architectural triumph against all the odds". The history of Rapture and the character of Andrew Ryan is loosely based on Rockefeller's story. He also considered that many of the characters of Rapture were all people who were oppressed once before in their lives and now free of that oppression, have turned around and become the oppressors, a fact he felt resonated throughout human history. At this point in the development, the backdrop of Rapture had been fleshed out, but they had yet to come on how to represent the drones, protectors, and harvesters from their original game idea. The Big Daddy concept as the protector class was developed early in the process, but the team had yet to reach a satisfying design for the drones, having used several possible designs including bugs and dogs in wheelchairs. The team wanted to have the player care for the drones in some way and create pathos for these characters. The idea of using little girls came out of brainstorming, but was controversial and shocking within the team at first, recognizing that they could easily be killed and make the game more horrific in the style of Night Trap. However, as Levine worked on the story, he started to incorporate the ideas of dystopian and utopian thinkers from the twentieth century, including Ayn Rand, Aldous Huxley, and George Orwell, and considered their ideas "fascinating". He brought in the ideas of Objectivism that Rand primarily outlined in the book Atlas Shrugged, that man should be driven by selfishness and not altruism, and used this to inform the philosophy behind the city of Rapture and Andrew Ryan's work, viewing them as quite ludicrous, and primed to be applied to an antagonist, tied in with his previous observations on Rockefeller and his writings. This was extended to the use of the little girls as drones (now Little Sisters), particularly the question whether the player should try to save the girls or harvest the ADAM for their benefit. 2K Games expressed concern about the initial mechanic of the Little Sisters, where the player would actively prey on the Little Sister, which would have alerted a Big Daddy and set up the fight with the player. This approach did not sit well with Levine, and 2K Games asserted that they would not ship a game "where the player gets punished for doing the right thing". They altered this approach where the Little Sisters would be invulnerable until the player had dealt with their Big Daddy, though LeBreton considered this "a massive kludge" into the game's fiction. The idea of creating the Little Sisters and presenting the player with this choice became a critical part of the game's appeal to the broader gaming market, although it was met with criticism from some outlets. Levine desired only to have one ending to the game, something that would have left the fate of the characters "much more ambiguous", but publisher pressure directed them to craft multiple endings depending on the choice of harvesting Little Sisters. Levine also noted that "it was never my intention to do two endings for the game. It sort of came very late and it was something that was requested by somebody up the food chain from me." Other elements came into the story design. Levine had an interest in "stem cell research and the moral issues that go around [it]". Regarding artistic influences, Levine cited the books Nineteen Eighty-Four and Logan's Run, representing societies that have "really interesting ideas screwed up by the fact that we're people". The idea of the mind control used on Jack was offered by LeBreton, inspired by films like The Manchurian Candidate, as a means to provide a better reason to limit the player's actions as opposed to the traditional use of locked doors to prevent them exploring areas they should not. The team had agreed that Jack's actions would be controlled by a key phrase but struggled with coming up with one that would not reveal Atlas' true nature. Levine happened upon "Would you kindly" after working on marketing materials for the game that asked the reader hypothetical questions such as "Would you kill people, even innocent people, to survive?", later working that phrase into the first script for the game. Numerous tensions within the team and from publisher 2K Games continued during the development process. According to LeBreton, Levine was distrustful of some of the more egotistical newer hires and was often arguing with them to enforce his vision of BioShock. 2K Games was concerned with the growing budget for the title, and told Levine to market the title more as a first-person shooter rather than the first-person shooter/role playing game hybrid they set out for. Near the targeted release date, Levine ordered the team into round-the-clock development, creating more strife in the team. Paul Hellquist, the game's lead designer, was often omitted from key design meetings, which he later recounted was due to his contrary nature to Levine, questioning several of his choices; he used his frustration to put into the design efforts for the Medical Pavilion level that he was in charge of at that time. Near the anticipated completion date, 2K decided to give Irrational another three months to polish up the game, extending the current crunch time the studio was already under. This left some hard-to-discover bugs and issues in the game undiscovered. One such case was an apparent Easter egg found in the remastered version in 2018, where under certain conditions, the player can end up looking at an object with the description "Paul Hellquist did not do his Job". Both Levine and Chris Kline, the game's lead programmer confirmed the message was a cheeky jab at Hellquist left as a debugging message; Kline and Hellquist were developing the systems to show descriptions of objects to players when looked at, and Hellquist offered to complete all the necessary descriptions in-game; to jokingly help prod Hellquist along, Kline put "Paul Hellquist did not do his Job" as the default message within the executable code. While the code message was changed for the original release, the remastered version likely used a pre-final version of the BioShock code, according to Kline. Hellquist took the revelation in good humor and tweeted that other Easter eggs should have been added to the game to display: "If you are enjoying this, Paul Hellquist did his job." A critical playtest of the game occurred in January 2007, where initial feedback from the players was mostly negative, including issues of the setting being too dark, having no idea where to go, and distrusting Atlas, who at the time was voiced in a southern drawl, described as a "lecherous Colonel Sanders". The team took this criticism to heart, revamping several elements during those extra months such as improving the lighting, implementing a quest marker, and using an Irish voice for Atlas to make him sound more trustworthy. During another late-stage playtest with the title "ninety-nine percent" complete according to Levine, the playtesters did not like the game at all as they felt no connection to the player-character Jack, and the person overseeing the tests told Levine that the game was likely to be a failure. At this point, BioShock did not have many cutscenes, as Levine was ideologically opposed to them. However, the following day, Levine and the lead group came up with a "cheap" way to correct this, by adding the initial cut scene within the plane and the subsequent plane crash, as this helped to set the time frame, place the player in the role of the character, and alluded to the "would you kindly" line later in the game. Levine likened this approach to the initial aircraft crash at the onset of the television show Lost to quickly establish character and setting. The game was successfully released in August 2007 with a final budget of about \$25 million. In a 2016 interview, Levine felt that the game could have used about six more months of development to improve the gun combat system and fix lagging issues that occurred during the final boss fight. Despite the critical success of the title, many of those on the team would leave Irrational to pursue other projects due to late development strife that occurred. In an interview in 2018, Levine had come to recognize that BioShock reflected several Jewish themes, though this was not intentional. Levine, who considers himself culturally Jewish but does not follow Judaism, had grown up in New Jersey but spent much of his childhood time with his father who worked in Manhattan's Diamond District and visiting his grandparents in Queens, a neighborhood with a large proportion of Eastern European immigrants. Thus, Levine was exposed to much of the Jewish culture that flourished in the area following World War II and understood some of the anxiety Jewish people faced. In the 2018 interview, Levine recognized several of the characters, including Andrew Ryan (who was inspired by Ayn Rand who was also Jewish), Sander Cohen, and Brigid Tenenbaum, were written all as Jewish, and all seeking to escape a world they felt they did not fit into by going to Rapture; Levine said: "'There's literal displacement and then there's a feeling of not fitting in, of 'I don't really belong here'. I think Jews are always going to feel a little bit like they don't belong wherever they are. There's always that 'what if we have to flee' mentality." ### Game engine BioShock uses a heavily modified Unreal Engine 2.5 with some of the advanced technologies from Unreal Engine 3. Irrational had previous experience with modifying and expanding on the Unreal Engine in SWAT 4, and continued this advancement of the engine within BioShock. One significant improvement they added was improved water effects, given the nature of the game's setting, hiring a programmer and artist to focus on the water effects. This graphical enhancement has been lauded by critics, with GameSpot saying: "Whether it's standing water on the floor or sea water rushing in after an explosion, it will blow you away every time you see it." BioShock also uses the Havok Physics engine that allows for an enhancement of in-game physics, the integration of ragdoll physics, and allows for more lifelike movement by elements of the environment. The Windows version was built to work in both Direct3D 10 (DirectX 10) and DirectX 9, with the DirectX 10 version supporting additional water and particle effects. ### Soundtrack BioShock contains both licensed music and an original score. The licensed music from the 1930s, 1940s, and 1950s can be heard playing on phonograph throughout Rapture. In total, 30 licensed songs can be heard throughout the game. The original score was composed by Garry Schyman. He composed his pieces to blend with the chosen licensed music as to keep the same feel, while also trying to bring out something that was "eerie, frightening and at times beautiful" to mesh well with Rapture's environments. 2K Games released an orchestral score soundtrack on their official homepage on August 24, 2007. Available in MP3 format, the score—composed by Garry Schyman—contains 12 of the 22 tracks from the game. The Limited Edition version of the game came with The Rapture EP remixes by Moby and Oscar The Punk. The three remixed tracks on the CD include "Beyond the Sea", "God Bless the Child" and "Wild Little Sisters"; the original recordings of these songs are in the game. BioShock's score was released on a vinyl LP with the BioShock 2 Special Edition. ## Release and promotion An initial demo of the game was made available in August 2007 for Xbox 360 and Microsoft Windows. This demo included cutscenes to introduce the player to Rapture, the game's tutorial section, and its first levels; the demo also included weapons, plasmids, and tonics that would otherwise be introduced later in the full title, as to give the player more of the features that would be found in the published game. The Xbox 360 demo was the fastest demo at that time to reach one million downloads on the Xbox Live service. The full game was released for these platforms on August 21, 2007. The first patch for the Xbox 360 version was released about two weeks after release to fix some of the game stability issues players had reported. The patch was found to introduce more problems to the game for some users, including occasional freezes, bad framerates, and audio-related issues, though methods to resolve these issues through the console's cache system were outlined by Irrational Games. In December 2007, a common patch was released for both the Xbox 360 and Windows version. The patch included additional content such as new Plasmids, new achievements for the Xbox 360 version, and additional graphics settings to address some of the field-of-view issues identified by players. (See below). The patch also added in an option to disable the use of Vita-Chambers, a feature requested by players to make the game more challenging, as well as an achievement to complete the game at its hardest setting without using a Vita-Chamber. ### Ports In an August 2007 interview, when asked about the possibility of a PlayStation 3 version of BioShock, Ken Levine had stated only that there was "no PS3 development going on" at the time; however, on May 28, 2008, 2K Games confirmed that a PlayStation 3 version of the game was in development by 2K Marin, and it was released on October 17, 2008. On July 3, 2008, 2K Games announced a partnership with Digital Extremes and said that the PlayStation 3 version is being developed by 2K Marin, 2K Boston, 2K Australia, and Digital Extremes. Jordan Thomas was the director for the PlayStation 3 version. While there were no graphical improvements to the game over the original Xbox 360 version, the PlayStation 3 version offered the widescreen option called "horizontal plus", introduced via a patch on the 360 version, while cutscene videos were of a much higher resolution than in the DVD version. Additional add-on content was also released exclusively for the PlayStation 3 version. One addition was "Survivor Mode", in which the enemies were made tougher, and Vita-Chambers provided less of a health boost when used, forcing the player to be more creative in approaching foes and to rely more on the less-used plasmids in the game. BioShock also supports Trophies and PlayStation Home. A demo version was released on the PlayStation Store on October 2, 2008. An update for the PlayStation 3 version was released on November 13, 2008, to fix some graphical problems and occasions where users experienced a hang and were forced to reset the console. This update also incorporated the "Challenge Room" and "New Game Plus" features. A port to OS X systems was made by Feral Interactive and released in October 2009. In early 2008, IG Fun secured the rights to develop and publish a mobile phone version of BioShock. This version was developed as a top-down, two-dimensional platformer that attempted to recreate most of the plot and game elements of the original title; IG Fun worked with Irrational to determine the critical story elements they wanted to keep in the game. IG Fun recognized they would not be able to include the full storyline within a single mobile title, and so planned to split the title into three "episodes". Only the first episode was released. Another mobile port was developed by Tridev, known as BioShock 3D, released in 2010. Several parts of the game were reduced to single image graphics and the main gameplay engine had to use low-resolution and low-polygon models due to the limitations of mobile phones at the time of its release. A port to iOS devices done by the 2K China studio was released on August 27, 2014. The iOS version is content complete and functionally equivalent to the original Xbox 360 and Windows version, featuring either the use of touch-screen virtual gamepad controls or the use of a Bluetooth-enabled controller, and with a graphics engine optimized for iOS devices. The game was later delisted from the App Store in September 2015; the game had become unplayable for many that upgraded to iOS 8.4 on their devices, and while a patch had been discussed, a 2K representative stated that the decision to remove the game came from the developer. 2K later clarified that they will be working on resolving the issues with the game's compatibility with the new firmware and will re-release the title once that has been completed. However, by January 2017, 2K officially stated that it will no longer working to support the game's compatibility with newer iOS system. ## Reception ### Critical response BioShock has received "universal acclaim", according to review aggregator Metacritic, with the game receiving an average review score of 96/100 for Xbox 360 and Microsoft Windows, and 94/100 for PlayStation 3. As of October 2020, it is one of the highest-rated games on Metacritic, tied with several other games for the fourth-highest aggregate score. Mainstream press reviews have praised the immersive qualities of the game and its political dimension. The Boston Globe described it as "a beautiful, brutal, and disquieting computer game ... one of the best in years", and compared the game to Whittaker Chambers' 1957 riposte to Atlas Shrugged, "Big Sister Is Watching You". Wired also mentioned the Ayn Rand connection (a partial anagram of Andrew Ryan) in a report on the game which featured a brief interview with Levine. The Chicago Sun-Times review said "I never once thought anyone would be able to create an engaging and entertaining video game around the fiction and philosophy of Ayn Rand, but that is essentially what 2K Games has done ... the rare, mature video game that succeeds in making you think while you play". The Los Angeles Times review concluded: "Sure, it's fun to play, looks spectacular and is easy to control. But it also does something no other game has done to date: It really makes you feel." The New York Times reviewer described it as: "intelligent, gorgeous, occasionally frightening" and added: "Anchored by its provocative, morality-based story line, sumptuous art direction and superb voice acting, BioShock can also hold its head high among the best games ever made." GameSpy praised BioShock's "inescapable atmosphere", and Official Xbox Magazine lauded its "inconceivably great plot" and "stunning soundtrack and audio effects". The gameplay and combat system have been praised for being smooth and open-ended, and elements of the graphics, such as the water, were commended for their quality. It has been noted that the combination of the game's elements "straddles so many entertainment art forms so expertly that it's the best demonstration yet how flexible this medium can be. It's no longer just another shooter wrapped up in a pretty game engine, but a story that exists and unfolds inside the most convincing and elaborate and artistic game world ever conceived." Reviewers did highlight a few negative issues in BioShock, however. The recovery system involving "Vita-Chambers", which revive a defeated player at half-health, but do not alter the enemies' health, makes it possible to wear down enemies through sheer perseverance, and was criticized as one of the most significant flaws in the gameplay. IGN noted that both the controls and graphics of the Xbox 360 version are inferior to those of the PC version, in that switching between weapons or plasmids is easier using the PC's mouse than the 360's radial menu, as well as the graphics being slightly better with higher resolutions. The game has been touted as a hybrid first-person shooter, but two reviewers found advances from comparable games lacking, both in the protagonist and in the challenges he faces. Some reviewers also found the combat behavior of the splicers lacking in diversity (and their A.I. behavior not very well done), and the moral choice too much "black and white" to be interesting. Some reviewers and essayists such as Jonathan Blow also claimed that the "moral choice" the game offered to the player (saving or harvesting the little sisters) was flawed because, to them, it had no real impact on the game, which ultimately led them to think that the sisters were just mechanics of no real importance. Daniel Friedman for Polygon concurred with Blow, noting that the player only loses 10% of the possible ADAM rewards for saving the Little Sisters rather than killing them, and felt that this would have been better instituted as part of the game difficulty mechanic. Former LucasArts developer Clint Hocking wrote a noted essay that claimed that BioShock exhibited "ludonarrative dissonance" between its story and mechanics, as while he saw the story as advocating selflessness in helping others, its gameplay encourages what he views as selfishness by preying on Little Sisters. ### Awards At E3 2006, BioShock was given several "Games of the Show" awards from various online gaming sites, including GameSpot, IGN, GameSpy and GameTrailers's Trailer of the Year. BioShock received an award for Best Xbox 360 Game at the 2007 Leipzig Games Convention. After the game's release, the 2007 Spike TV Video Game Awards selected BioShock as Game of the Year, Best Xbox 360 Game, and Best Original Score, and nominated it for four awards: Best Shooter, Best Graphics, Best PC Game, and Best Soundtrack. The game also won the 2007 BAFTA "Best Game" award. X-Play also selected it as "Game of the Year", "Best Original Soundtrack", "Best Writing/Story", and "Best Art Direction". Game Informer named BioShock its Game of the Year for 2007. At IGN's "Best of 2007" BioShock was nominated for Game of The Year 2007, and won the award for PC Game of the Year, Best Artistic Design, and Best Use of Sound. GameSpy chose it as the third-best game of the year and gave BioShock the awards for Best Sound, Story, and Art Direction. GameSpot awarded the game for Best Story, while GamePro gave BioShock the Best Story, Xbox 360 and Best Single-Player Shooter awards. BioShock won the "Best Visual Art", "Best Writing", and "Best Audio" awards at the 2008 Game Developers Choice Awards. During the AIAS' 11th Annual Interactive Achievement Awards, BioShock received the most nominations of the ceremony with twelve, including "Overall Game of the Year"; it was ultimately awarded with "Outstanding Achievement in Art Direction", Outstanding Achievement in Original Music Composition", "Outstanding Achievement in Sound Design", and "Outstanding Achievement in Story Development". Guinness World Records awarded the game a record for "Most Popular Xbox Live Demo" in the Guinness World Records: Gamer's Edition 2008. BioShock is ranked first on Game Informer's list of The Top 10 Video Game Openings. GamesRadar placed Bioshock as the 12th best game of all time. In 2011 BioShock was awarded the number 1 spot in GameTrailers' "Top 100 Video Game Trailers of All Time", for submerging the viewer into the BioShock universe and its enduring impact. In August 2012, IGN gave it the top spot on their list of the Top 25 Modern PC Games, a ranking of the best PC games released since 2006. In November 2012, Time named it one of the 100 greatest video games of all time. In July 2015, the game placed 9th on USgamer's The 15 Best Games Since 2000 list. ### Sales The Xbox 360 version was the third best-selling game of August 2007, with 490,900 copies. The Wall Street Journal reported that shares in Take-Two Interactive "soared nearly 20%" in the week following overwhelmingly favorable early reviews of the game. Take-Two Interactive announced that by June 5, 2008, over 2.2 million copies of BioShock had been shipped. In a June 10, 2008 interview, Roy Taylor, Nvidia's VP of Content Business Development, stated that the PC version has sold over one million copies. According to Take-Two Interactive's chairman Strauss Zelnick, the game had sold around 3 million copies by June 2009. By March 2010, BioShock had sold 4 million copies. ### PC technical issues and DRM The initial Windows release was criticized by players for several perceived shortcomings. The game was shipped with SecuROM copy protection that required activation from 2K Games' servers over the Internet; the unavailability of these servers was reported as the reason for the cancellation of the game's midnight release in Australia. Players found that the SecuROM limited the number of times the game could be activated to two; user feedback led to 2K Games to increase the activation count to five, and later offer a tool that allowed users to revoke previous activations on their own. Ultimately 2K Games removed the activation limit, though retail versions of the game still required the activation process. Levine admitted that their initial approach to the activation process was malformed, harming their reputation during the launch period. The SecuROM software also caused some virus scanners and malware detector to believe the software was malicious. 2K Games assured players that the software installation process did not install any malicious code or rootkit. However, players observed that some of the SecuROM software was not entirely removed on uninstallation of the game. Some of the graphic capabilities of BioShock were criticized by players. The initial release of the game was found to have cut off the top and bottom of the field of view in order to fit widescreen monitors, resulting in less vertical view instead of more horizontal view compared to 4:3 monitors, conflicting with original reports from a developer on how widescreen would have been handled. 2K Games later stated that the choice of the field of view was a design decision made during development. Irrational included an option for "Horizontal FOV Lock" in the December 2007 patch that allows widescreen users a wider field of view, without cutting anything off the image vertically. BioShock was also criticized for not supporting pixel shader 2.0b video cards (such as the Radeon X800/X850), which were considered high-end graphics cards in 2004–2005, and accounted for about 24% of surveyed hardware collected through Valve's Steam platform at the time of BioShock's release. On July 8, 2014, 2K Games released a DRM-free version of BioShock on the Humble 2K Bundle, and then re-released on the Humble Store. On December 17, 2018, BioShock and BioShock 2 remastered were released DRM-free on GOG. ## Legacy BioShock has received praise for its artistic style and compelling storytelling. In their book, Digital Culture: Understanding New Media, Glen Creeber and Royston Martin perform a case study of BioShock as a critical analysis of video games as an artistic medium. They praised the game for its visuals, sound, and ability to engage the player into the story. They viewed BioShock as a sign of the "coming of age" of video games as an artistic medium. John Lanchester of the London Review of Books recognized BioShock as one of the first video games to break into coverage of mainstream media to be covered as a work of art arising from its narrative aspects, whereas before video games had failed to enter into the "cultural discourse", or otherwise covered due to moral controversies they created. Peter Suderman for Vox in 2016 wrote that BioShock was the first game that demonstrated that video games could be a work of art, particularly highlighting that the game plays on the theme of giving the illusion of individual control. In February 2011, the Smithsonian Institution announced it would hold an exhibit dedicated to the art of video games. Several games were chosen by the Smithsonian's curators; when the public voted for additional games they felt deserved to be included in the exhibition, BioShock was among the winners. The game's plot twist, where the player discovers that the player-character Jack has been coerced into events by the trigger phrase, "Would you kindly...", is considered one of the strongest narrative elements of recent games, in part that it subverted the expectation that the player has control and influence on the game. In homage to BioShock, Black Mirror's video game-centric episode "Playtest" includes the phrase. ## Related media ### Sequels In response to the game's high sales and critical acclaim, Take-Two Interactive chairman Strauss Zelnick revealed in a post-earnings report call that the company now considered the game part of a franchise. He also speculated that any follow-ups would mimic the release cadence of Grand Theft Auto, with a new release expected every two years. 2K's president Christoph Hartmann stated that BioShock could have five sequels, comparing the franchise to the Star Wars movies. BioShock 2 was announced in 2008, with its development led by 2K Marin. Levine stated that Irrational (then 2K Boston) was not involved in the game's sequel because they wanted to "swing for the fences" and try to come up with something "very, very different", which was later revealed as BioShock Infinite. BioShock 3 was also announced, with its release assumed to likely coincide with the BioShock film. BioShock 2 takes place about ten years following the events of the first game. The player assumes the role of Subject Delta, a precursor of the Big Daddies who must search the fallen city of Rapture for his former Little Sister, Eleanor. BioShock 2 was released for Windows PC, Mac, Xbox 360, and the PlayStation 3 worldwide on February 9, 2010. While BioShock Infinite, developed by Irrational Games and released in 2013, shares the name and many similar gameplay concepts with BioShock, the title is not a sequel or prequel of the original story, but instead takes place aboard the collapsing air-city of Columbia in the year 1912. It follows former Pinkerton agent Booker DeWitt as he attempts to rescue a young woman, Elizabeth, from the angelic tower in which her father has imprisoned her. Infinite involves the possibilities of multiple universes. In one scene, the game take place at the lighthouse and bathysphere terminus of Rapture as part of this exploration. However, no direct canonical connection is given in the main game. The episodic expansion, Burial at Sea, takes place in Rapture in 1959, before the war between Atlas and Ryan, while continuing the story of Booker and Elizabeth. This content links the two stories while providing expansion on the causes and behind-the-scenes events alluded to by the in-game background from BioShock. After completing BioShock Infinite and its expansion, Levine announced that he was restructuring Irrational Games to focus on smaller, narrative-driven titles. 2K Games continues to hold on to the BioShock intellectual property and plans to continue to develop games in this series, considering the framework set by Levine and his team as a "rich creative canvas" for more stories. ### Limited edition Following the creation of a fan petition for a special edition, Take-Two Interactive stated that they would publish a special edition of BioShock only if the petition received 5,000 signatures; this number of signatures was reached after just five hours. Subsequently, a poll was posted on the 2K Games operated Cult of Rapture community website in which visitors could vote on what features they would most like to see in a special edition; the company stated that developers would take this poll into serious consideration. To determine what artwork would be used for the Limited Edition cover, 2K Games ran a contest, with the winning entry provided by Crystal Clear Art's owner and graphic designer Adam Meyer. On April 23, 2007, the Cult of Rapture website confirmed that the Limited Collector's Edition would include a 6-inch (150 mm) Big Daddy figurine (many of which were damaged due to a dropped shipping container; a replacement initiative is in place), a "Making Of" DVD, and a soundtrack CD. Before the special edition was released, the proposed soundtrack CD was replaced with The Rapture EP. ### Remastered edition BioShock was remastered to support 1080p and higher framerates as part of the 2016 BioShock: The Collection release for Windows, PlayStation 4, and Xbox One systems. The remastering was performed by Blind Squirrel Games and published by 2K Games. A standalone version of BioShock Remastered was released for macOS by Feral Interactive on August 22, 2017. The standalone version of the remastered version of BioShock along with The Collection were released on May 29, 2020 on the Nintendo Switch. ### Printed media BioShock: Breaking the Mold, a book containing artwork from the game, was released by 2K Games on August 13, 2007. It is available in both low and high resolution, in PDF format from 2K Games' official website. Until October 1, 2007, 2K Games was sending a printed version of the book to the owners of the collector's edition whose Big Daddy figurines had been broken, as compensation for the time it took to replace them. On October 31, 2008, the winners of "Breaking the Mold: Developers Edition Artbook Cover Contest" were announced on cultofrapture.com. A prequel novel, titled BioShock: Rapture written by John Shirley, was published July 19, 2011. The prequel book details the construction of Rapture and the events leading to its demise. The book follows multiple BioShock characters. ### Canceled Universal film adaptation Industry rumors after the game's release suggested a film adaptation of the game would be made, utilizing similar green screen filming techniques as in the movie 300 to recreate the environments of Rapture. On May 9, 2008, Take-Two Interactive announced a deal with Universal Studios to produce a BioShock movie, to be directed by Gore Verbinski and written by John Logan. The film was expected to be released in 2010, but was put on hold due to budget concerns. On August 24, 2009, it was revealed that Verbinski had dropped out of the project due to the studio's decision to film overseas to keep the budget under control. Verbinski reportedly feels this would have hindered his work on Rango. Then Juan Carlos Fresnadillo was in talks to direct with Verbinski as producer. In January 2010 the project was in the pre-production stage, with director Juan Carlos Fresnadillo and Braden Lynch, a voice artist from BioShock 2 both working on the film. By July, the film was facing budget issues, but producer Gore Verbinski said they were working it out. He also said the film would be a hard R. Ken Levine, during an interview on August 30, 2010, said: "I will say that it is still an active thing and it's something we are actively talking about and actively working on." Verbinski later cited that by trying to maintain the "R" rating, they were unable to find any studios that would back the effort, putting the film's future in jeopardy. Levine confirmed in March 2013 that the film had been officially canceled. Levine stated that after Warner's Watchmen film in 2009 did not do as well as the studio expected, they had concerns with the \$200 million budget that Verbinski had for the BioShock film. They asked him to consider doing the film on a smaller \$80 million budget, but Verbinski did not want to accept this. In February 2017, Verbinski said that his crew was about eight weeks from starting filming, with plans for many elaborate sets given that the setting of Rapture could not be something easily shot on existing locations, requiring the \$200 million budget. Verbinski was anticipating on releasing the film with an R-rating when Universal approached him about changing the film's direction. Universal requested that he tone down the film and aim instead for a PG-13 movie, which would be able to draw more audiences to the film and recoup the larger budget he asked for. Verbinski insisted on keeping the R-rating and refused the smaller budget Universal offered to make the R-rated version. Universal felt that that expensive a film with the limited R-rating would be too much of a risk, and pulled him from the film. Universal then subsequently brought in a new director to work with the smaller budget, but Levine and 2K Games did not feel that the new director was a good fit with the material. Universal then let Levine decide to end the project, which he did, believing that the film would not work with the current set of compromises they would have had to make. In January 2014, artwork from the canceled film surfaced online, showing what an adaptation could have looked like. Verbinski said that there is "all kinds of crazy stuff" from the pre-production stage that still exists, such as screen tests for characters. He noted in the 2017 Reddit piece that with the success of the 2016 film Deadpool, he believes that there is now justification for his vision of the BioShock film. ### Netflix film adaptation In February 2022, Netflix announced it would be adapting the BioShock franchise into a film with Vertigo Entertainment and 2K, a subsidiary of Take-Two Interactive Software, Inc producing. Francis Lawrence was slated to direct with Michael Green to write, as of August 2022. ## See also - List of underwater science fiction works - Ludonarrative dissonance — A term coined to describe conflict between narrative aspects of BioShock's story and gameplay.
3,720,749
Operation Ironside
1,040,121,718
1944 military deception operation
[ "United Kingdom intelligence operations", "World War II deception operations" ]
Operation Ironside was a Second World War military deception undertaken by the Allies in 1944. It formed part of Operation Bodyguard, a broad strategic deception plan instigated by the Allies throughout the year to help cover the June 1944 invasion of Normandy. Ironside supported the overall deception by suggesting to the Germans that the Allies would subsequently land along the Bay of Biscay. It complemented efforts to deceive the Germans into believing that the Allies would also land in southern France at this time (Operation Vendetta). Bordeaux was an important port for the German war effort and had already been a target of commando raids two years earlier. Ironside intended to play on German fears of an invasion in the region, with the aim of tying down defensive forces following Operation Overlord in June 1944. Planned by the London Controlling Section, Ironside was communicated to the Germans via double agents between May and June 1944. Unlike other Bodyguard deceptions, the plan was put across entirely by double agents without support by physical deception. Agent Bronx took the lead with support from Tate, Rudloff and Garbo. Ironside's story included an initial two-division assault, using Overlord formations, staged out of the United Kingdom. This would then be followed up with six divisions sailing from the east coast of the United States. Historians disagree on the impact of Ironside on German plans. There is no indication that the operation was successful in convincing the Germans of imminent Allied plans to invade the Bay of Biscay. On the other hand, Allied planners attributed the delay of a panzer division moving to Normandy in part to the deception. As Ironside was a marginal operation, and they were worried about exposing agents as false, the Twenty Committee for the most part used less important agents and added words of caution to the messages they sent, reducing the impact of the story. Allied landings around Bordeaux may also have seemed implausible because it was beyond air cover from the UK and lacked the normal physical elements (such as naval activities and dummy landing craft) associated with an invasion. After the operation closed, at the end of June 1944, the threat of invasion from the United States was informally kept alive. It was revisited as Ironside II in mid-July as support for Operation Ferdinand. The invasion story was replaced with a supposed Allied plan to increase French resistance in the Bordeaux region to tie up German forces. Most of Ironside II was ignored by the Germans, whose interest had turned away from the region. ## Background Operation Ironside formed part of Operation Bodyguard, a broad strategic military deception intended to confuse the Axis high command as to Allied intentions during the lead-up to the Normandy landings. The overall aim of Bodyguard was to tie down German forces away from Normandy by threatening other targets. Ironside's specific objective was to tie up the 17th SS and 11th Panzer divisions deployed in the south of France. Overall planning for Bodyguard and Ironside rested with John Bevan and the London Controlling Section (LCS). The LCS had been set up in 1942 following successes in deception in the Middle East by Dudley Clarke. After initial attempts at deception planning the department was tasked with bringing Bodyguard to fruition. One of their most useful deception channels was through double agents. During the early stages of the war, the Abwehr (German intelligence) had sent spies to Britain, but all of them either surrendered or were captured. Some, along with other volunteers, were used as an extensive misinformation network under the control of the Twenty Committee. Bordeaux was an important port for the German war effort, receiving a great deal of cargo, mostly raw materials, from overseas. It was also a major naval base, with huge submarine pens for U-boats. The Gironde estuary and Bordeaux had already been a target for the Allies. Operation Frankton was a 1942 commando raid targeting important shipping in the port. In January 1944, the Allies intercepted communications indicating that German commanders were concerned by the possibility of landings in the Bay of Biscay region of France. The next month, German naval and air units undertook anti-invasion exercises in the area. Ironside was intended to amplify these concerns. According to the storyline for Ironside, ten days following D-Day, Allied forces would land in the Bordeaux region. This force would spend around twelve days establishing a bridgehead before advancing to meet formations supposedly part of an invasion of the Mediterranean coast of France (in reality these were fictional landings as well, part of another Bodyguard deception called Operation Vendetta). The supposed target of Ironside was the mouth of the Gironde estuary, with a landing site at Royan. At first, Bevan suggested that the fictional invasion force should stage from the American East Coast. Newman Smith, based out of New York and responsible for the US elements of the deception, felt this was an unrealistic story and suggested a large force from the US might conceivably reinforce a bridgehead established by units from the UK. Formations intended for Normandy could be "re-purposed" for the initial invasion. The final plan earmarked two Overlord divisions for the assault with the supposed reinforcements consisting of six real divisions (the 26th, 94th, 95th, and 104th Infantry, and the 10th and 11th Armored) under the notional command of Lieutenant General Lloyd Fredendall. ## Operation Ironside began on 23 May 1944 with the aim of having the threat established by 29 May and continued until 28 June (22 days after the Normandy landings). It was implemented via double agents, in Britain and the United States, under the control of the Twenty Committee. The operation did not receive any resources from the Allied navies or airforce, so the deception had no physical element. This meant that Ironside had none of the traditional accompaniments to an invasion, including reconnaissance flights, bombardment, and naval operations. As a result, the Twenty Committee was cautious about using important agents to pass over the deception. The lead was given to the less important Agent Bronx, a Peruvian socialite named Elvira Chaudoir, who communicated with her German handlers via letter. From April 1944, she had also begun sending codes as telegrams, which were faster than letters in the event of an imminent invasion. Her code was based on a financial theme, assigning different amounts of money to possible invasion sites. Mentioning her doctor (almost certain) or dentist (certain) showed Chaudoir's confidence in the information. Asking for the money "straight away", "urgently" or "quickly" identified when the invasion would take place (within a week, a fortnight or a month, respectively). Agent Tate (a Dane sent to England in 1941 and turned double shortly after) opened the operation, on 23 May, in a message to his German handlers stating that a friend from the US had identified an expeditionary force, consisting of six divisions, preparing to sail. On 29 May, Bronx sent a telegram identifying an invasion targeted at the Bordeaux region within a month, using the code "dentist" to say she was certain of the information. She also sent a follow-up letter explaining that the information came from a drunken British officer in the Four Hundred Club who had later sworn her to secrecy. According to Bronx, the officer had boasted about an airborne assault in the Bordeaux region that would be in the papers the following morning. The next day he had told her the operation had been delayed by a month. Although many messages were sent by agents, the Twenty Committee considered that Ironside was quite unrealistic and as a result was cautious about promoting it too heavily. Most of the information was sent with words of caution or uncertainty to ensure that the agent would not be compromised. One of the most critical Bodyguard agents, Garbo, did become involved on 5 June, but only in forwarding the message of a fictional sub-agent who he had already identified as unreliable (MI5 hoped that this would cover for, in their opinion, the implausible nature of the story). The agent's report explained that a US division based in Liverpool was preparing to head to Bordeaux. Messages were also sent from the US. Rudloff, an agent based in the New York, sent four reports between 2 and 20 June. He identified the six divisions under Fredendall being sidelined for specialist training in bridge building but not amphibious assault and under heavy security. A last-minute deception involved an MI6 transmitter in France. Known to be under German control, when the operator asked about routes to send escaped prisoners of war the handlers replied that they should, from 15 June, be sent toward Bordeaux. ## Impact German intelligence documents indicate that there was never strong belief that the Allies were ready to land in the Bordeaux region. Intercepted situation reports suggested that the Germans believed rumours of landings in the area to be "cover operations of small caliber" and part of the cover for a main Allied thrust at Calais (in itself a deception called Operation Fortitude South). Axis commanders had considered the idea and conducted exercises in preparation, and training continued in the region after D-Day. Following the Normandy invasion, the Allies had expected both German divisions in the Bordeaux area to mobilize. In the end, only the 17th SS Panzer Division moved north, and even they were delayed by several days, while the 11th Panzer Division remained to guard the region. Historians are divided over whether the deception played a major role in the German response. Most, such as historian Ben McIntyre, agree that Ironside added to the general picture of confusion for the German commanders. McIntyre quotes senior Allied figures, such as John Masterman (chair of the Twenty committee) and Hugh Astor (MI5), who attributed the delayed German response in part to Ironside. Michael Howard dismisses the impact of the operation saying that there is "no evidence that anyone took them seriously". Part of the problem was that Bordeaux may not have appeared a plausible Allied target because it was out of range of fighter aircraft cover from the United Kingdom. Historian Terry Crowdy's analysis is that Ironside may have suffered simply from lack of resources. In common with other, higher-impact, Bodyguard deceptions it preyed on a concern that the Allies knew Hitler and the German High Command had discussed. Crowdy suggests that with physical deception, and more effort, Ironside could have succeeded in the same way as deceptions aimed against Calais, Normandy and the Mediterranean. ## Ironside II John Bevan had asked Newman Smith to retain the threat of a US invasion force beyond 28 June when the initial deception was supposed to have ended. Agent Rudloff sent messages on 10, 12 and 18 July referring to the Ironside force. In mid-July, the Allies began Operation Ferdinand, a cover deception for Operation Dragoon, the August 1944 invasion of southern France. The Ironside story was considered as an option in support of Ferdinand, but Noel Wild and Ops (B), the SHAEF deception planners were worried about the impact of a theoretical US invasion force on the continuing Fortitude deception. It was decided that a new story would be presented to the Germans, suggesting that the Allies intended to bolster French resistance in the south of the country. The operation went largely unnoticed and German interest in the Bordeaux region dissipated.
9,151,759
Misterioso (Thelonious Monk album)
1,154,879,910
null
[ "1958 in New York City", "1958 live albums", "Albums produced by Orrin Keepnews", "Albums recorded at the Five Spot Café", "Albums with cover art by Paul Bacon", "Live instrumental albums", "Original Jazz Classics live albums", "Riverside Records live albums", "Thelonious Monk live albums" ]
Misterioso is a 1958 live album by American jazz ensemble the Thelonious Monk Quartet. By the time of its recording, pianist and bandleader Thelonious Monk had overcome an extended period of career difficulties and achieved stardom with his residency at New York's Five Spot Café, beginning in 1957. He returned there the following year for a second stint with his quartet, featuring drummer Roy Haynes, bassist Ahmed Abdul-Malik, and tenor saxophonist Johnny Griffin. Along with Thelonious in Action (1958), Misterioso captures portions of the ensemble's August 7 show at the venue. One of the first successful live recordings of Monk's music, Misterioso was produced by Orrin Keepnews of Riverside Records. According to Keepnews, the pianist played more distinctly here than on his studio albums in response to the audience's enthusiasm during the performance. Misterioso's title was meant to evoke Monk's reputation as an enigmatic, challenging performer, while its cover art was part of Riverside's attempt to capitalize on his popularity with intellectual and bohemian audiences; it appropriated Giorgio de Chirico's 1915 painting The Seer. Misterioso was originally met with a mixed critical reaction; reviewers applauded Monk's performance but were critical of Griffin, whose playing they felt was out of place with the quartet. The album was remastered and reissued in 1989 and 2012 by Original Jazz Classics, and has since received retrospective acclaim, with some viewing Griffin's playing as the record's highlight. The saxophonist's solo during the performance of "In Walked Bud" in particular has developed renown among critics and jazz musicians. ## Background In 1951, Thelonious Monk was convicted of narcotics possession after refusing to betray his friend, pianist Bud Powell, to the police; a police search of the car belonging to Powell's female companion had discovered his glassine envelope of heroin lying beside Monk's feet. The conviction resulted in the suspension of Monk's cabaret card, the permit required by performers in New York for work in nightclubs. Although the loss limited him professionally, he recorded several albums of original music and received positive press during the 1950s. Monk's manager, Harry Colomby, led an appeal on the pianist's behalf in front of the State Liquor Authority (SLA) to have his card restored. Colomby argued to the SLA that Monk was "a drug-free, law-abiding citizen, whose productivity and growing popularity as a recording artist demonstrates his standing as a responsible working musician". In May 1957, the SLA said Monk needed to get a club owner to hire him first, prompting Colomby to consider the Five Spot Café in New York City's East Village. "I wanted to find a place that was small", he later said. "I once drove past this place in the Village and there was a bar and I heard music ... A place where poets hung out." Joe Termini, who co-owned the venue with his brother Iggy, testified at Monk's police hearing, which resulted in the reinstatement of his cabaret card and his employment at the Five Spot Café. In his first stable job in years, Monk helped transform the small bar into one of the city's most popular venues, as it attracted bohemians, hipsters, and devout fans of the pianist's music. With the residency, he had finally found jazz stardom after twenty years of career struggles and obscurity. Monk began his first stint at the venue in July 1957, with saxophonist John Coltrane, bassist Ahmed Abdul-Malik, and drummer Shadow Wilson in his group. However, by the time it ended in December, he had lost Wilson to poor health, while Coltrane left in pursuit of a solo career and a return to Miles Davis's group. Monk returned to New York's club scene in 1958 with a new quartet and received an eight-week offer from Joe and Iggy Termini to play the venue again, beginning on June 12. He played most nights during the weekend to capacity crowds with Abdul-Malik, drummer Roy Haynes, and tenor saxophonist Johnny Griffin, who had performed with Monk before. Griffin was unfamiliar with all of his repertoire and, like Coltrane, found it difficult to solo over Monk's comping during their first few weeks. During their performances, Monk often left the stage for a drink at the bar or danced around, which gave Griffin an opportunity to play with more space. However, the quartet eventually developed a sufficient rapport and grasp of the set list. ## Recording Orrin Keepnews attempted to record the quartet live at the Five Spot Café on two different occasions in 1958 for his label, Riverside Records. His first recording of the ensemble was of two sets during their July 9 show. Monk was disappointed with the recording and did not allow Riverside to release it, although it was released years later after his death. Keepnews returned to the venue on August 7 when Monk performed an evening show in the club's overcrowded room, which the producer had set up with recording equipment. It yielded both Misterioso and Thelonious in Action; the latter was released first in 1958. The show was believed to be the first successful live recording of Monk's music, until the recording of his 1957 concert with Coltrane at Carnegie Hall was discovered and released in 2005. The two live albums from the Five Spot Café are the only recordings that document Monk's time with Griffin. ## Composition and performance According to jazz critic Gary Giddins, Misterioso is a hard bop record. The compositions performed for the album were arranged by Monk, who reworked four of his earlier compositions. In the album's liner notes, Keepnews wrote of Monk's approach to arrangements: "It should be axiomatic that Monk is a constantly self-renewing composer-arranger-musician, that each new recording of an 'old' number, particularly with different personnel, represents a fresh view of it—almost a new composition." In the producer's opinion, Monk played the piano more vividly and less introspectively than on his studio recordings in response to the enthusiastic crowds he drew nightly to the venue. On "Nutty", Griffin incorporated lines from "The Surrey with the Fringe on Top" and exhibited a frenetic swing that was complemented by counterplay from Haynes and Monk. "Blues Five Spot", a new composition by Monk for the album, is a twelve-bar blues homage to the Five Spot Café and featured solos from each player. Griffin and Monk transfigured chord structures and melodies throughout the performance. Griffin's solo vamp maintained the rhythm while quoting lines from other pieces, including the theme song for the animated Popeye theatrical shorts; he played "The Sailor's Hornpipe" at the end of "Blues Five Spot". The quartet began "In Walked Bud" with an eight-bar piano intro and thirty-two-bar form. Griffin began his solo a minute into the performance with saxophone wails. In the third minute, Monk did not play, while Griffin played fast phrases at the top of his register with intermittently slower R&B and free jazz elements. Monk shouted approvingly throughout Griffin's solo before he resumed piano and played a two-minute theme. "Just a Gigolo", a standard, was the only track on the album not composed by Monk, who performed it in a brief, unaccompanied version. It was played as a single chorus repeated at length. The title track—first recorded for Blue Note Records in 1948 with vibraphonist Milt Jackson—is one of Monk's most influential recordings and is based on a series of minor second clusters. His performance of "Misterioso" at the Five Spot Café showcased his idiosyncratic playing of one blue note next to another. Monk superimposed musical ideas that deviated from the composition's original tonal center, adding a C blue note to the D-flat blue note. Haynes' subdued drumming backed Griffin's aggressive bop playing and extended solo on "Misterioso". ## Title and packaging According to Keepnews, the album and its title track were named as a slight play on the words "mist" and "mystery", meant to evoke the perception of Monk's music as enigmatic and challenging at the time. Jazz critic Neil Tesser said that the word, which is Latin for "in a mysterious manner", was "used most often as a musical direction in classical music scores. But by the time Monk's quartet recorded this music [in 1958] 'Misterioso' had largely come to identify Monk himself." To capitalize on Monk's popularity with intellectual and bohemian fans from venues such as the Five Spot Café, Riverside released Misterioso and reissues of his older records with designs that appropriated 20th century works of art. The album's cover art is a reproduction of Giorgio de Chirico's 1915 painting The Seer, which was originally painted as a tribute to French poet Arthur Rimbaud. According to Monk biographer Robin Kelley, Rimbaud had "called on the artist to be a seer in order to plumb the depths of the unconscious in the quest for clairvoyance". This led Kelley to believe the painting was the best choice for the album cover. "The one-eyed figure represented the visionary", he explained. "The architectural forms and the placement of the chalkboard evoked the unity of art and science—a perfect symbol for an artist whose music has been called 'mathematical.'" In the opinion of musicologist Robert G. O'Meally, the cover reflected "the mysterious violations of convention of perspective, the silences, and oddly attractive angles (the overall futuristic quality) in Monk's music". ## Release and reception Misterioso was released on LP in December 1958 by Riverside and was Monk's eighth album for the label. The following March, Monk was voted pianist of the year in an annual poll of international jazz critics from Down Beat magazine, who said he was heard "at his challenging, consistently creative best" on Misterioso. Jazz critic Nat Hentoff appraised the record that May for Hi Fi Review, in which he said it was not one of the pianist's best albums. He observed "too little space for Monk's soloing and somewhat too much" for Griffin, whose saxophone cry and timing were more impressive than his solos. Hentoff also believed Haynes and Abdul-Malik did not support Monk as creatively as Wilbur Ware and Art Blakey had on his previous Riverside albums, where he said Monk was in more compelling form. When Misterioso was released in 1964 in the United Kingdom, Charles Fox gave it a positive review in Gramophone. He found its music on-par with Monk's usual standards and highlighted by exceptional playing by him and the rhythm section, particularly Haynes, who showed "once again what a great drummer he was then—and, indeed, still is today". However, Fox felt that Griffin did not fit in with the quartet and overshadowed Monk's compositions, finding the saxophonist's solos diffuse and characterized by trivial quotations rather than musical development. In the All Music Guide to Jazz (2002), Lindsay Planer wrote that Monk's quartet "continually reinvented" their strong, cohesive sound with "overwhelming and instinctual capacities" throughout Misterioso. He especially praised Griffin, saying the saxophonist "consistently liberated the performances". Monk biographer Robin Kelley felt that because Griffin had mastered Monk's compositions at that point, his solos on Misterioso and Thelonious in Action were excursive and spirited. Jazz critic Scott Yanow found Misterioso to be the superior record between the two because of what he said was Griffin's unforgettable solo on a passionate rendition of "In Walked Bud", while music historian Ted Gioia listed Monk and Griffin's "freewheeling" performance on the title track as one of his recommended recordings of the composition. According to Robert Christgau, both this record and Brilliant Corners (1957) represented Monk's artistic peak. He cited Misterioso as his favorite album and, in a 2009 article for The Barnes & Noble Review, wrote that Griffin's tenor solo during "In Walked Bud" remained his "favorite five minutes of recorded music". Liam McManus from PopMatters was less enthusiastic about Griffin's playing, which he believed was occasionally heavy-handed and detracted from the music, but still recommended Misterioso as an exceptional Monk record featuring the pianist in a casual performance with his quartet. In 1989, Misterioso was digitally remastered by mastering engineer Joe Tarantino for the album's CD reissue. Tarantino used 20-bit K2 Super Coding System technology at Fantasy Studios in Berkeley, California. On May 15, 2012, Concord Music Group reissued the album as part of the company's Original Jazz Classics Remasters series, along with Jazz at Massey Hall (1953) and Bill Evans' 1962 record Moon Beams. The re-release featured 24-bit remastering by Tarantino and three bonus tracks, including a medley of "Bye-Ya" and "Epistrophy" performed with drummer Art Blakey. Concord vice president Nick Phillips, who produced the reissue series, said Misterioso was "an all-time classic live Thelonious Monk record" and "an indelible snapshot of Monk live in the late '50s." McManus said that as with most reissues of jazz albums, the bonus tracks on Misterioso were valuable and showcased uninhibited performances of Monk's past compositions. ## Track listing All compositions are by Thelonious Monk, except where noted. ## Personnel 1958 LP - Thelonious Monk – piano - Johnny Griffin – tenor saxophone - Ahmed Abdul-Malik – bass - Roy Haynes – drums - Ray Fowler – engineering - Orrin Keepnews – liner notes, production - Paul Bacon – cover design - Giorgio de Chirico – cover painting 2012 reissue - Art Blakey – drums (track 9) - Nick Phillips – reissue production - Joe Tarantino – digital remastering (1989) - Abbey Anna – project assistance - Chris Clough – project assistance - Michelle Tremblay – project assistance - Neil Tesser – liner notes - Andrew Pham – design ## Release history ## See also - 1950s in jazz - Thelonious Monk discography
58,654,261
2019 Tour Championship
1,133,651,746
Professional ranking snooker tournament, March 2019
[ "2019 in Welsh sport", "2019 in snooker", "Llandudno", "March 2019 sports events in the United Kingdom", "Players Series", "Snooker competitions in Wales", "Tour Championship (snooker)" ]
The 2019 Tour Championship (officially the 2019 Coral Tour Championship) was a professional snooker ranking tournament that took place from 19 to 24 March 2019 at Venue Cymru in Llandudno, Wales. Organised by World Snooker, it was the first edition of the Tour Championship and the third and final event of the inaugural Coral Cup. It was the eighteenth ranking event of the 2018–19 snooker season. The draw for the Tour Championship comprised the top eight players based on the single year ranking list, taking part in a single elimination tournament. Each match was played over a minimum of two sessions, the final as best-of-25- over two days. The winner of the tournament won £150,000 out of a total prize fund of £375,000. The event was sponsored by betting company Coral. In a repeat of the Players Championship final two weeks prior, Ronnie O'Sullivan met Neil Robertson in the final. O'Sullivan won the match 13–11 to claim his 36th ranking title, equalling Stephen Hendry's record of ranking event wins. On winning the tournament, O'Sullivan returned to the world number one position for the first time since May 2010, ending Mark Selby's six-year reign as world number one, and won the Coral Cup. In regaining the ranking, he also became the oldest world number one since Ray Reardon in 1983. This was O'Sullivan's third ranking title win of the season, having won the UK Championship and the Players Championship earlier in the season. The event featured 22 made by six players. The tournament's highest prize of £5,000 was won by Robertson, scoring a break of 135 in frame 16 of his first round victory over Mark Selby. ## Format The 2019 Tour Championship was the third and final event in the 2019 Coral Cup series, first introduced in the 2018/2019 season, after the World Grand Prix and the Players Championship. The players qualified for the series by virtue of their placement on the one-year ranking list, rather than by world ranking. The event featured the top eight players from the one-year ranking list taking part in a single-elimination tournament. The Tour Championship was played from 19 to 24 March 2019 in Llandudno, Wales and organised by World Snooker. The Tour Championship was the first event since the 2010 UK Championship (and other than the World Championship) in which every match was played over multiple sessions, with two in the quarter-finals and semi-finals, and three sessions in the final. The best-of-25-frames final, held on 23 and 24 March, was the first non-World Championship match of this length or longer since the 1992 UK Championship final. The tournament was primarily broadcast by ITV4 in the United Kingdom. It also aired on Sky Sport in New Zealand, NowTV in Hong Kong, and Superstars Online in China. Eurosport did not broadcast the event, despite covering all but one of the other snooker tournaments this season. The event was sponsored by sports betting company Coral. ### Prize fund The tournament was the first Tour Championship in this format. The event had a prize fund of £375,000 with the winner receiving £150,000. The breakdown of prize money for the event was as below: - Winner: £150,000 - Runner-up: £60,000 - Semi-final: £40,000 - Quarter-final: £20,000 - Highest break: £5,000 - Total: £375,000 The "rolling 147 prize" for a maximum break stood at £15,000, but went unclaimed. ### Qualification Qualification for the event was for the top eight players on the one-year ranking list up to and including the 2019 Gibraltar Open. ## Summary ### First round The first round was held from 19 to 20 March, all matches being played over two sessions as best-of-17- matches. Neil Robertson played Mark Selby in the opening match of the tournament. Robertson progressed into an early lead, taking the first two frames with breaks of 88 and 110. Selby then won six frames in a row, including three century breaks, to lead 6–2 after the first session. Robertson won the first three frames of the second session, to reduce his deficit to 5–6. Selby missed the in frame 12, allowing Robertson to tie the match at 6–6. Robertson also took frame 13 to lead the match for the first time since frame two. Selby won frame 14 despite requiring three , and also frame 15, to lead the match again at 8–7, before Robertson took the match to a decider with a break of 135. Frame 17 – the final frame of the match – lasted over an hour and went to the final black. After Selby attempted a , Robertson potted the to win the frame and match. Reigning Masters champion Judd Trump drew reigning World champion Mark Williams in the second first round match. The pair were tied at 4–4 after the first session, but Williams won four of the next five frames to lead 8–5. Trump then completed a comeback and won the next four frames to come through another final frame decider. Post match, Trump commented that Williams "controlled" the match, but missed too many long pots towards the end of the match. Ronnie O'Sullivan played Stuart Bingham in the third first round match. O'Sullivan took a lead of 6–2 after the first session of the match, before winning frame nine and a 45-minute frame ten to lead 8–2. Although Bingham replied by winning frame 11, O'Sullivan took frame 12 to win the match 9–3. The fourth and final first round match was a repeat of the 2018 Masters final, with Mark Allen drawing Kyren Wilson. Allen took an early lead, finishing 6–2 after the initial session of the match, and increased his lead to 7–2 with a century. Wilson captured the next three frames, before Allen won frame 13 to lead 8–5. Wilson won the next two frames to trail 7–8, before losing his momentum in frame 16 allowing Allen to make a break of 71. The top four seeds all won their first round matches to progress to the semi-finals. ### Semi-finals In the second round, which took place on 21 and 22 March, the four remaining players competed in two best-of-19-frames matches, each played over two sessions. The first semi-final was played on 21 March, between Judd Trump and Ronnie O'Sullivan. The pair were the highest two in the ranking list for the Coral Cup, both having won one of the previous two events in the Coral series: Trump winning the World Grand Prix, and O'Sullivan the Players Championship. This semi-final was a rematch of the season's Masters final, and the two players also met in the final of the 2018 Northern Ireland Open, Trump winning on both occasions. Trump took the first frame in the opening session of the match with a break of 54, before O'Sullivan tied the score at one frame apiece. Trump won frames three and four to lead 3–1 at the interval. He also won frame five, before O'Sullivan made a century to trail by two frames. Trump took the remaining two frames of the session to lead 6–2. O'Sullivan clinched the first two frames of the second session to reduce his deficit to 4–6, before Trump won two of the next three frames to lead 8–5. O'Sullivan won both frames 14 and 15 with two century breaks of 130 and 134 to trail 7–8, and won a tense frame 16 to tie the match. Trump won a scrappy frame 17 to lead again, before O'Sullivan won frame 18 to send the match into the final frame. In the decider, Trump secured the first chance, but his break ended at 50 points. Despite a waistcoat foul on his previous shot, O'Sullivan was given another opportunity to clear the table, but he missed the final red near the cushion rail, allowing his opponent back on the table. Trump missed the match-winning yellow close to the cushion into the green pocket, which eventually allowed O'Sullivan to clear the table to complete the comeback on the final black ball. The second semi-final was played on 22 March, between Mark Allen and Neil Robertson. Allen got off to a good start, winning the first two frames of the match including a break of 78. Robertson then won the next five frames, which included back-to-back centuries in frames four and five and a of 69 in frame seven. Allen then captured the final frame of the session to trail 3–5. The match's second session started with Robertson extending his lead to 6–3, but Allen won the next three frames with breaks of 82 and 103 to tie the match. Robertson then won the next three frames with a combined 303 points without reply. In frame 16, Allen scored enough points to take the frame to the "snookers required" stage, only to snooker himself on the final red behind the green ball, allowing Robertson to clear the table and win the match 10–6. ### Final The final was played on 23 and 24 March, spread over three sessions in a best-of-25-frames match. The two contestants in the final were Ronnie O'Sullivan and Neil Robertson, who had also met in the final of the Players Championship two weeks prior. The winner of the match would also win the Coral Cup, awarded to the player who accumulates the most prize money over the three Coral tournaments. The opening session of the match was played on the evening of 23 March. Robertson won the first two frames, and O'Sullivan the next two with breaks of 74 and 97 to tie the match 2–2 at the mid-session interval. O'Sullivan won the next three frames after the interval, with breaks of 71 and 67, to lead 5–2. Robertson made a frame-winning 48 break in the final frame of the session to trail by two frames overnight. The second and third sessions were both played on 24 March. O'Sullivan extended his lead in frame nine with a century break, but then missed a frame ball pink in the next, allowing Robertson to win the frame to trail by two again. Robertson made a break of 106 to win frame 11, before O'Sullivan restored his two frame advantage, winning frame 12, to lead 7–5, and later 8–6. Robertson won both of the remaining two frames of the session to tie the match 8–8 heading into the final session. O'Sullivan won the first frame of the evening session (frame 17) with a break of 129, before Robertson levelled the score at 9–9. They also shared the next two frames to tie the match at 10–10 leading into the interval. O'Sullivan pulled ahead to 12–10 in the next two frames. In frame 23, Robertson accidentally knocked a red into the pocket whilst opening the pack, but O'Sullivan scored only 16 points from the opportunity, which allowed Robertson to win the frame to trail 11–12. Robertson also had the first chance in frame 24, making a break of 28, before missing a black ball from the allowing O'Sullivan to win the frame and tournament with a break of 89. This was the 36th ranking championship victory of O'Sullivan's career, equalling the record set by Stephen Hendry between 1987 and 2005. O'Sullivan reached world number one on winning the event, replacing Mark Selby who had held the position since February 2015. At the age of 43, O'Sullivan became the oldest snooker world number one since Ray Reardon in 1983. He also picked up the Coral Cup, having accrued a total of £280,000 over the three Coral events (and winning two). The closest challenger for the award, Judd Trump, had earned more than £100,000 less prize money over the same events. ## Main draw ### Final ## Coral Cup The 2018/2019 Snooker season introduced the Coral Cup series, featuring three events: the World Grand Prix, the Players Championship, and the Tour Championship. For all three events, qualification was based on players' rankings on the one-year ranking list. Ronnie O'Sullivan won the inaugural "Coral Cup", earning the highest amount of prize money overall across the series, however unlike later seasons he did not earn a monetary bonus. The top ten players with the most prize money won in total over the three events is shown below: ## Century breaks The event featured a total of 22 century breaks. The highest break of 135 was compiled by Neil Robertson in his opening round match against Mark Selby. - 135, 110, 106, 106, 106, 101 – Neil Robertson - 134, 130, 129, 121, 113, 111, 100, 100 – Ronnie O'Sullivan - 123, 117, 103 – Mark Selby - 123, 105, 103 – Mark Allen - 103 – Mark Williams - 100 – Judd Trump
26,770,213
Section 116 of the Constitution of Australia
1,155,854,171
Australian Constitution section regarding religion
[ "Australian constitutional law", "Christianity and law in the 19th century", "Freedom of religion", "Law about religion in Australia" ]
Section 116 of the Constitution of Australia precludes the Commonwealth of Australia (i.e., the federal parliament) from making laws for establishing any religion, imposing any religious observance, or prohibiting the free exercise of any religion. Section 116 also provides that no religious test shall be required as a qualification for any office or public trust under the Commonwealth. The product of a compromise in the pre-Federation constitutional conventions, Section 116 is based on similar provisions in the United States Constitution. However, Section 116 is more narrowly drafted than its US counterpart, and does not preclude the states of Australia from making such laws. Section 116 has been interpreted narrowly by the High Court of Australia: while the definition of "religion" adopted by the court is broad and flexible, the scope of the protection of religions is circumscribed. The result of the court's approach has been that no court has ever ruled a law to be in contravention of Section 116, and the provision has played only a minor role in Australian constitutional history. Among the laws that the High Court has ruled not to be in contravention of Section 116 are laws that provided government funding to religious schools, that authorised the dissolution of a branch of the Jehovah's Witnesses, and that enabled the forcible removal of Indigenous Australian children from their families. Federal Governments have twice proposed the amendment of Section 116, principally to apply its provisions to laws made by the states. On each occasion—in 1944 and 1988—the proposal failed in a referendum. ## Text of the provision and location in the Constitution Section 116 states: > The Commonwealth shall not make any law for establishing any religion, or for imposing any religious observance, or for prohibiting the free exercise of any religion, and no religious test shall be required as a qualification for any office or public trust under the Commonwealth. Section 116 has four limbs. The first three limbs prohibit the Commonwealth from making certain laws: laws "for establishing any religion"; laws "for imposing any religious observance"; and laws "for prohibiting the free exercise of any religion". The fourth limb proscribes the imposition of religious tests to qualify for any Commonwealth office or public trust. Only the "establishing religion" and "prohibiting free exercise" limbs have been the subject of cases before the High Court. The section sits in Chapter V of the Constitution, which deals with the states of Australia. However, Section 116 does not apply to the states. Each state has its own constitution, and only Tasmania's has a provision similar to Section 116. Commentators attribute the erroneous location of Section 116 to a drafting oversight caused by the weariness of the committee charged with finalising the draft Constitution. ## Origins The Constitution was the product of a series of constitutional conventions in the 1890s. The issues of religious freedom and secularism were not prominent in the convention debates, which focused on the economic and legislative powers of the proposed Commonwealth parliament. The first draft of Section 116, approved by the Melbourne Convention of 1891, would have prohibited the states from passing laws prohibiting the free exercise of religion. The Commonwealth was not mentioned because it was assumed that the Commonwealth parliament would have no power to make such laws. At the Melbourne Convention of 1897, Victorian delegate H. B. Higgins expressed concern about this assumption and moved to expand the provision to cover the Commonwealth as well as the states. The amendment was initially defeated, but Higgins later succeeded in having the eventual version of Section 116 adopted by the convention in a 25–16 vote. Higgins feared opposition to the provision from convention delegates concerned that the provision would impede the states' legislative powers, so the version passed by the convention did not mention the states. The proposed inclusion of Section 116 in the Constitution was the subject of some dissent in the 1897 Melbourne Convention and the final convention in 1898. Protestant churches in New South Wales argued that the Constitution should state that divine providence is the "ultimate source of law", while convention delegates John Quick and Paddy Glynn moved to have God explicitly recognised in the Constitution. The Seventh-day Adventist Church campaigned for a strict separation of church and state, being concerned that the Commonwealth might prohibit its members from working on Sundays. Both sides to some extent achieved their objectives: Section 116 was approved by the final convention, while Glynn successfully moved for the symbolic mention of "Almighty God" in the preamble to the British statute that was to contain the Constitution. The Constitution was then approved by popular referendums in each of the six colonies and took effect on 1 January 1901 (the colonies thus became the states of Australia). Section 116 reflects two provisions of the United States Constitution: the First Amendment, which prohibits the making of laws for the establishment of religion and guarantees the free exercise of religion; and Article VI, Section 3, which prohibits the imposition of religious tests for public offices. Academic Clifford L. Pannam, writing in 1963, called Section 116 a "fairly blatant piece of transcription" of its US counterparts. However, in practice, Section 116 has been interpreted more narrowly than the US provisions. ## Judicial consideration The High Court's consideration of Section 116 has generally been limited to three areas: the definition of "religion"; the meaning of "law for establishing any religion"; and the meaning of "law for prohibiting the free exercise of any religion". The two other elements of the provision—the clauses prohibiting the Commonwealth from imposing of religious observance and from prescribing religious tests for public offices—have not been the subject of any cases before the court. The court has never ruled a legislative provision to be in contravention of Section 116. As a result of the court's narrow and literal interpretation of Section 116, the provision has played a minor role in Australian constitutional history. ### Meaning of "religion" A threshold test considered by courts applying Section 116 is whether a belief seeking constitutional protection is a "religion". The leading authority on the question is the 1983 judgment of the High Court in Church of the New Faith v Commissioner for Pay-Roll Tax (Vic). The court found that Scientology was a religion, despite some justices commenting that its practices were "impenetrably obscure". In reaching this finding, the court argued that the definition of religion needed to be flexible but should recognise the need to be sceptical of disingenous claims of religious practice. Justices Anthony Mason and Gerard Brennan held: > ... the criteria of religion [are] twofold: first, belief in a supernatural, Being, Thing or Principle; and second, the acceptance of canons of conduct in order to give effect to that belief. Justices Ronald Wilson and William Deane were less prescriptive, setting out five "indicia" of a religion: a belief in the supernatural; a belief in ideas relating to "man's nature and place in the universe"; the adherence to particular standards, codes of conduct or practices by those who hold the ideas; the existence of an identifiable group of believers, even if not a formal organisation; and the opinion of the believers that what they believe in constitutes a religion. ### "Establishing any religion" The courts have taken a narrow approach to the interpretation of the prohibition against "establishing any religion", deriving from the 1981 case of Attorney-General (Vic) (Ex rel Black) v Commonwealth (known as the DOGS case or 'State Aid' Case), in which the High Court held that Commonwealth funding of religious schools did not contravene Section 116. Chief Justice Garfield Barwick held that a law would only contravene the provision if establishing a religion was its "express and single purpose", while Justice Harry Gibbs argued that the section only prohibits the establishment of an official state religion. Each justice in the majority contrasted Section 116 with its equivalent in the US Constitution to find that Section 116 is narrower. The court noted that the US Constitution prohibits laws respecting "establishment of religion" generally, whereas the prohibition in Section 116 is against the establishment of "any religion": this meant that Section 116 did not encompass laws that benefit religions generally; it only proscribed laws that established a particular religion. The approach of the High Court to the establishment limb of Section 116 thus largely reflects the views expressed by Constitutional scholars John Quick and Robert Garran in 1901, that establishment means "the erection and recognition of a State Church, or the concession of special favours, titles, and advantages to one church which are denied to others." ### "Prohibiting the free exercise of any religion" The protection of the free exercise of religion was also interpreted narrowly in early High Court judgments. In 1912, the court in Krygger v Williams, held that a person could not object to compulsory military service on the ground of religious belief. The court considered that Section 116 would only protect religious observance from government interference; it would not permit a person to be excused from a legal obligation merely because the obligation conflicted with his or her religious beliefs. In a 1929 case, Higgins, then a Justice of the High Court, suggested (as obiter dictum) that a person could lawfully object to compulsory voting on the grounds of religious belief. However, in 1943, the court continued the narrow approach it took in Krygger v Williams, upholding war-time regulations that caused the Adelaide branch of the Jehovah's Witnesses to be dissolved and have its property acquired by the Commonwealth government. The government had declared the branch to be an organisation whose activities were "prejudicial to the defence of the Commonwealth": one of the branch's professed beliefs was that the government was an "organ of Satan". Chief Justice John Latham held that the Constitution permitted the court to "reconcile religious freedom with ordered government". In a 1997 case known as the Stolen Generations Case, the court upheld an ordinance issued in 1918 that enabled the forcible removal of Indigenous Australian children from their families. The court reasoned that the purpose of the ordinance was not to prohibit the free exercise of religion even though the ordinance may have had that effect. Peter Edge, an academic specialising in religion and the law, thus concludes that Section 116 will only "prevent legislation that has a prohibited purpose, rather than a prohibited effect". In her judgment, Gaudron J, while finding that the provision "cannot be construed as impliedly conferring an independent or free-standing right which, if breached, sounds in damages at the suit of the individual whose interests are thereby affected" left open the possibility that it might nonetheless, in limiting Commonwealth legislative power, apply to a provision that has the effect, as opposed merely to the purpose, of limiting free exercise. ## Commentary When the Constitution took effect in 1901, Quick and Garran argued that Section 116 was redundant as the Commonwealth had not been given the legislative power under Section 51 to establish a religion or prohibit its free exercise. In 1963, Pannam wrote that the provision was regarded "by all as having little practical value". Pannam considered the provision would only become significant if the High Court held that it applied to laws made by governments of the territories. Constitutional scholar George Williams, writing in 1994, criticised the court's literal interpretation of the provision and others in the Constitution, saying the court has "transformed the Constitution into a wasteland of civil liberties". Williams argues that as an "express guarantee of personal freedom", the provision should be interpreted broadly and promote "individual liberty over the arbitrary exercise of legislative and executive power". Academics Gonzalo Villalta Puig and Steven Tudor have called for the court to broaden Section 116 by finding in it an implied right to the freedom of thought and conscience. In their view most Australians "believe that the Constitution protects the right to freedom of thought and conscience just like it protects other civil and political freedoms", and that the court should give effect to that belief. They argue there is precedent for the court finding implied constitutional rights, such as the 1992 case of Australian Capital Television Pty Ltd v Commonwealth, where the court found that the Constitution guaranteed the freedom of political communication. In defence of Section 116 and the High Court's interpretation of it, Joshua Puls argues that the provision is appropriately limited, suggesting that a rigid "wall of separation" between religion and the state is undesirable, and that the stronger Constitutional protection of religion in the United States has become overly politicised. Fellow academics Jennifer Clarke, Patrick Keyzer and James Stellios argue that the court's narrow interpretation of the provision is consistent with the intention of the Constitution's drafters, who never intended for it to be a protection of individual rights, while Kevin Booker and Arthur Glass say the provision has "symbolic value". Booker and Glass defend the court's interpretation of the provision and other Constitutional rights, saying "the High Court can only work with the constitutional provisions before it". ## Referendums Federal governments have twice proposed referendums to expand the scope of Section 116: in 1944 and in 1988. In 1944, John Curtin's Labor government put a package of measures, known as the "Fourteen Powers referendum", to the Australian public. The purpose of the package was mainly to widen the Commonwealth's legislative powers for the purposes of post-war reconstruction. The widening of powers would sunset after five years. One of the measures in the package was to extend Section 116 so that it prohibited the states, not merely the Commonwealth, from making the laws proscribed by the section. The package's 14 measures—which included diverse matters such as powers to provide family allowances and legislate for "national health"—were bound together in a single question. H. V. Evatt, the Labor Attorney-General, argued that freedom of religion was "fundamental to the whole idea of democracy" and that the suppression of civil rights by dictatorships in Europe demonstrated the need for Australia to have a strong Constitutional guarantee of the freedom. The conservative United Australia Party, then in opposition and led by Robert Menzies, campaigned against the package. Arthur Fadden, leader of the Country Party, claimed a "yes" vote would permit the government to implement a "policy of socialisation". The package was rejected: the national "yes" vote was less than 46 per cent, and there was majority support for the package only in South Australia and Western Australia. One reason for the rejection was the bundling of multiple controversial proposals into one question: voters could not vote in favour of the measures they supported and against those they opposed, giving them reason to vote against the entire package. A similar proposal to amend Section 116 was put to the Australian people in a referendum in 1988. The referendum contained four questions, the last of which sought to amend Section 116 and other constitutional "rights and freedoms". Again, the proposal was initiated by a Labor government (under Bob Hawke); again, the proposal was opposed by the conservative parties; and again, multiple controversial proposals were bound into one question, being "to alter the Constitution to extend the right to trial by jury, to extend freedom of religion, and to ensure fair terms for persons whose property is acquired by any government." The proposal in respect of Section 116 was to extend its operation to the states, and expand the protection to cover any government act (not just legislation) that established a religion or prohibited its free exercise. Some church officials objected to the proposal, fearing that funding of religious schools by the states could become unlawful. The question failed to pass, being opposed by a majority of voters in each of the states. The 70 to 30 per cent nationwide vote against the proposal was the largest margin by which a proposal to amend the Constitution had ever been defeated at a referendum. Williams attributes the failure of the proposal mainly to the absence of bipartisan support for it, highlighting the "determined and effective" opposition of senior Liberal Party politician Peter Reith. Williams also points to the "notorious reluctance" of Australians to support Constitutional referendums: of the 44 proposals to amend the Constitution, only eight have succeeded.
6,054,939
Eardwulf of Northumbria
1,062,971,998
null
[ "8th-century English monarchs", "8th-century births", "9th-century English monarchs", "9th-century deaths", "Anglo-Saxon warriors", "Burials at the Church of St Mary and St Hardulph, Breedon on the Hill", "Northumbrian monarchs", "Royal House of Northumbria" ]
Eardwulf (fl. 790 – c. 830) was king of Northumbria from 796 to 806, when he was deposed and went into exile. He may have had a second reign from 808 until perhaps 811 or 830. Northumbria in the last years of the eighth century was the scene of dynastic strife between several noble families: in 790, king Æthelred I attempted to have Eardwulf assassinated. Eardwulf's survival may have been viewed as a sign of divine favour. A group of nobles conspired to assassinate Æthelred in April 796 and he was succeeded by Osbald: Osbald's reign lasted only twenty-seven days before he was deposed and Eardwulf became king on 14 May 796. Little is recorded of Eardwulf's family, though his father, also named Eardwulf, is known to have been a nobleman. Eardwulf was married by the time he became king, though his wife's name is not recorded. It is possible he later wed an illegitimate daughter of Charlemagne. In 798, early in his reign, Eardwulf fought a battle at Billington Moor against a nobleman named Wada, who had been one of those who killed King Æthelred. Wada was defeated and driven into exile. In 801, Eardwulf led an army against Coenwulf of Mercia, perhaps because of Coenwulf's support for other claimants to the Northumbrian throne. Eardwulf was deposed in 806 and according to a Frankish record, returned to his kingdom in 808. No record has survived of his death or the end of his reign: dates from 811 to 830 have been suggested. He was possibly buried at the Mercian royal monastery of Breedon on the Hill, which carries a dedication to Saint Mary and Saint Hardulph, with whom Eardwulf is identified by several historians. ## Background During the latter half of the eighth century, the Northumbrian succession included a long series of murdered and deposed kings, as several royal lines contended for the throne. The main lines were those of Eadberht, Æthelwald Moll and Alhred. In the eight years before Eardwulf's accession, all three of these dynastic lines were involved in the struggle for kingship: on 23 September 788, King Ælfwald I, grandson of Eadberht, was murdered by the patricius Sicga near Hexham, and Ælfwald's cousin Osred became king. Osred, who was of Alhred's line, was deposed after a year, and Æthelred, son of Æthelwald Moll, who had been deposed in 778 at a young age, was restored to the kingship, resuming the title Æthelred I. Some Anglo-Saxon kings are known to have been killed by their households or in open warfare against rivals, but overall the record is very sparse. The evidence as regards the deposition of kings is equally limited. Only two eighth-century depositions offer any context, those of Æthelwald Moll in Northumbria and Sigeberht of Wessex. In both cases the decision is presented as that of some form of council. This record of disputed succession was by no means unique to Northumbria, and the kingdoms of Mercia and Wessex experienced similar troubles during the eighth and ninth centuries. In Wessex, from the death of Centwine in 685 to Egbert's seizure of power in 802, the relationships between successive kings are far from clear and few kings are known to have been close kinsmen of their predecessors or successors. The same may be true of Mercia from the death of Ceolred in 716 until the disappearance of the Mercian kingdom in the late ninth century. Kings did not rule alone, but rather governed together with the leading churchmen and nobles. While Northumbria lacks the body of charters which shed light on the institutions of the southern Anglo-Saxon kingdoms, sufficient evidence survives for historians to reconstruct some aspects of Northumbrian political life. The evidence for Northumbria survives largely in Latin documents, and these use the words dux and patricius to describe the leading noblemen of the kingdom. The word dux is usually translated by the Old English word ealdorman. The historian Alan Thacker estimates that there were about eight men holding the title of dux in late Northumbria. The title patricius is usually translated as patrician, which ultimately means noble, but in the latter days of the Roman Empire represented a high-ranking position, second only to the emperor. The meaning of the title in Northumbria is unclear, but it appears that there was only one patricius. While it may be simply an alternative to dux, it might represent a position approximating to that of the Mayor of the Palace in late Merovingian Francia. The church in Northumbria was one of the major landowners, perhaps second only to the king. At the head of the Northumbrian church was the Archbishop of York, an office held by Eanbald I to 796, Eanbald II until some time after 808, and then by Wulfsige to around 830. Immediately below the archbishop were three bishops: the bishop of Lindisfarne, the bishop of Hexham and the bishop of Whithorn. The typically long term of office of senior clerics meant that kings often had to work with men appointed by their predecessors, with whom their relations might be difficult. ## Relations with other states Northumbria's southern neighbour Mercia was, under the rule of kings Æthelbald, Offa and Coenwulf, the dominant kingdom in Anglo-Saxon England. Offa, the greatest of the three, ruled Mercia until 796, followed soon after by Coenwulf. Offa's dominance was secured in part by marriage alliances with the other major kingdoms: Beorhtric of Wessex and Æthelred of Northumbria were married to his daughters. Further afield, Charlemagne, the pre-eminent ruler in the Christian West, appears to have taken an active interest in Northumbrian affairs. Charlemagne initially ruled Francia and parts of Italy, but by 796 had become master of an empire which stretched from the Atlantic Ocean to the Great Hungarian Plain. He was a staunch defender of the Papacy, and in the popes and the church hierarchy he had allies whose influence extended to Northumbria and beyond. Events in southern Britain to 796 have sometimes been portrayed as a struggle between Offa and Charlemagne, but the disparity in their power was enormous, and Offa and then Coenwulf were clearly minor figures by comparison. Early evidence of friendly relations between Charlemagne and Offa is tempered by signs of strain. Charlemagne sheltered two exiles from England at his court: Odberht of Kent (probably Eadberht Praen) and Egbert of Wessex. Eadberht Praen ruled the Kingdom of Kent for a short time after Offa's death, but was deposed by Coenwulf. Egbert was more successful, taking and holding the throne of Wessex in 802. It is clear that Mercian and Frankish interests could not always be reconciled and Frankish policy then moved towards support for Offa's opponents. To Charlemagne this primarily meant Northumbria: according to Patrick Wormald, "Charlemagne ... saw England as if it were ruled by two kings only: Æthelred ruling Northumbria and Offa ruling everything to the south". Frankish support for Northumbria thus appears to have been driven by a desire to counter Mercian influence in southern Britain, an area with long-standing ties to Francia. It has also been suggested that Charlemagne's interest in Northumbria was motivated by a desire for co-operation against Viking raiders, who had first appeared in Northumbria in the early 790s. Alternatively it may be that Charlemagne's conception of the sphere of his authority included Britain, which had once been part of the Roman Empire. Initially, both Charlemagne and Offa appear to have shared a common interest in supporting King Æthelred, Offa's son-in-law. Shortly before Æthelred was murdered in 796, an embassy from Francia delivered gifts for the king and his bishops. When Charlemagne learned of Æthelred's killing he was enraged, called the Northumbrians "that treacherous, perverse people...who murder their own lords", and threatened retribution. His ambassadors, who had travelled on to Ireland and were then returning home, were ordered back to Northumbria to recover the presents. Charlemagne in time became a supporter of Eardwulf. Eardwulf is said by the early 12th-century Annals of Lindisfarne and Durham to have married one of Charlemagne's daughters, information not found in other sources. If this is correct she must have been illegitimate, as the marriages of all the legitimate daughters are known. Coenwulf, on the other hand, who became king of Mercia shortly after Eardwulf's accession, is recorded as having fought with Eardwulf in 801. ## Early life and accession Eardwulf was not, so far as is known, connected to any of the factions that had been warring for the throne up to the mid-790s. Nothing is definitely known of his background, though Symeon of Durham's History of the Kings, an early twelfth-century work based on the lost late tenth-century chronicle of Byrhtferth, records that his father's name was also Eardwulf, and both father and son are given the title dux. Historian Barbara Yorke has proposed that he was a descendant of one Eanwine who (according to Symeon of Durham) was killed in 740 on the orders of King Eadberht. This Eanwine may be identified with King Eadwulf's son of the same name. Eardwulf's father may have been one of the two Eardwulfs whose deaths are recorded by Symeon of Durham in 774 and 775. Eardwulf appears to have been an enemy of Æthelred I. He first appears in the historical record circa 790, when Symeon of Durham reports that: > Eardulf was taken prisoner, and conveyed to Ripon, and there ordered by the aforesaid king [Æthelred] to be put to death without the gate of the monastery. The brethren carried his body into the church with Gregorian chanting, and placed it out of doors in a tent; after midnight he was found alive in the church. A letter from Alcuin to Eardwulf suggests that this fortunate recovery was seen as being miraculous. Eardwulf's whereabouts after his recovery are not known. In surviving King Æthelred's anger he was more fortunate than Ælfwald's sons, who were drowned on Æthelred's orders in 791. Osred returned from exile but was betrayed, and killed by Æthelred's command on 14 September 792. Æthelred himself was assassinated on 18 April 796, perhaps at Corbridge, by conspirators led by the dux Ealdred. Æthelred was followed as king by Osbald, whose antecedents are unknown; he was deposed after twenty-seven days and fled to the land of the Picts with a few supporters. ## King Eardwulf became king on 14 May 796. The Anglo-Saxon Chronicle records that he was consecrated by Eanbald I, Archbishop of York, and Bishops Æthelberht, Beadwulf and Hygebald, at York Minster on 26 May 796. Eardwulf was evidently married before he became king, as Alcuin reproached him for abandoning his wife for a concubine soon after his coronation. This strained relations with the new Archbishop Eanbald II—Eanbald I had died in the year of Eardwulf's coronation. Alcuin, while condemning secular oppression of the church, affected surprise that while the Archbishop Eanbald was travelling he was accompanied by a large retinue, including soldiers, and that he received and protected the king's enemies. Eanbald was presumably in conflict with Eardwulf over property, but it is likely that he also supported rivals for Eardwulf's throne. Although Æthelred had been Eardwulf's enemy, Æthelred's killers proved to be equally hostile to Eardwulf. In 798 a dux named Wada, who was one of those who had killed King Æthelred, fought with Eardwulf on Billington Moor, near Whalley, Lancashire. Wada was put to flight and may have gone into exile in Mercia. He may have hoped to restore Osbald to the throne. The evidence for Osbald's continued ambition is a letter that Alcuin wrote to him, probably in 798, in which Alcuin attempted to dissuade Osbald from further interventions in Northumbrian affairs. Alcuin's arguments appear to have succeeded, since Osbald is known to have become an abbot by 799 (when his death is recorded), implying that he had given up his ambitions. Two further challenges to Eardwulf are recorded within the next two years, both apparently from among the noble lines that had been fighting for the throne over the previous decades. In 799, a dux named Moll was killed by Eardwulf's "urgent command". Moll's name has suggested that he was a kinsman of the late King Æthelred, whose father was Æthelwald Moll. The following year, Ealhmund, "the son of King Alhred, as some say", was killed by Eardwulf's men. Ealhmund was remembered at Derby, in the neighbouring kingdom of Mercia, as a saint. King Coenwulf of Mercia may have supported the unfortunate Ealhmund, and Symeon of Durham wrote that in 801: > Eardwulf, king of the Northumbrians, led an army against Coenwulf, king of Mercians, because he had given asylum to his enemies. He also, collecting an army, obtained very many auxiliaries from other provinces, having made a long expedition among them. At length, with the advice of the bishops and chiefs of the Angles on either side, they made peace through the kindness of the king of the Angles. This settlement ended open warfare, but Eardwulf was deposed in 806, in unknown circumstances. Letters between Charlemagne and Pope Leo III suggest that Coenwulf had a hand in Eardwulf's removal. According to the thirteenth-century chronicler Roger of Wendover, Eardwulf was replaced by King Ælfwald II, about whom nothing else is known from the written sources, although coins issued in his reign have survived. As the case of Ælfwald shows, while the written sources for later Northumbria are few and often written down centuries after the events they describe, archaeological evidence from coinage is independent of the surviving annals. Anglo-Saxon coins usually named the king on whose orders they were issued and sometimes named the mint where they were struck—Northumbrian coinage names York as the place of issue—and the moneyer who produced them. Their weight and silver content can be compared with other reigns, providing a hint of the prevailing economic conditions, and the style and size may also throw light on cultural influences when the coins are compared with those of neighbouring kingdoms and with other forms of art. The evidence of Northumbrian coinage is particularly valuable in the ninth century, when contemporary written evidence all but disappears. From the 740s until the end of the Northumbrian kingdom, coins were issued by most kings, although in variable quantities. Until recently no coins from Eardwulf's reign were known, which suggested that it may have been a time of instability, or perhaps that the kingdom was impoverished by the payment of tribute to Offa and Coenwulf of Mercia. It is now known that the issue of new coins continued during Eardwulf's reign, as two of his coins were identified in the 1990s. Issues of new currency appear to have been limited under Eardwulf, and significant numbers of Northumbrian coins are not again attested until the reign of Eardwulf's son Eanred. ## Exile and return Like many of his predecessors, Eardwulf took to exile when he was deposed. Unlike kings with ties to Lindisfarne, who appear to have chosen exile among the Picts, Eardwulf was linked to Ripon and chose a southerly exile. The next reports of Eardwulf are in Frankish sources: > Meanwhile the king of the Northumbrians from the island of Britain, Eardwulf by name, being expelled from his kingdom and native land, came to the emperor while he was still at Nijmegen, and after he had made known the reason for his coming, he set out for Rome; and on his return from Rome he was escorted by envoys of the Roman pontiff and of the lord emperor back into his kingdom. At that time Leo III ruled over the Roman church, and his messenger, the deacon Ealdwulf from that same Britain, a Saxon by race, was sent to Britain, and with him two abbots, Hruotfrid the notary and Nantharius of St. Omer, sent by the emperor. A surviving letter of Leo III to Charlemagne confirms that Eardwulf visited Rome and stayed at Charlemagne's court. The Frankish source is clear that Eardwulf was "returned to his kingdom", but surviving Anglo-Saxon sources have no record of a second reign. Historians disagree as to whether Ælfwald was replaced by Eardwulf, who would thus have reigned a second time from 808 to 811 or 812, or whether the reign of Eardwulf's son Eanred began in 808. Recent studies, based on the discovery of a penny of Eanred for which a date no earlier than c. 850 is proposed, suggest a very different dating for ninth-century Northumbrian kings. From this, it is argued that Eardwulf's second reign ended circa 830, rather than in the years soon after 810, and that the reigns of subsequent kings should be re-dated accordingly: Eanred from 830 to 854, Æthelred II from 854 to 862, Rædwulf in 858, and Osberht from 862 to 867. Eardwulf is identified by historians with the Saint Hardulph or Hardulf, to whom the Mercian royal church of Saint Mary and Saint Hardulph at Breedon on the Hill is dedicated. The connection, though unproven, has been made by several historians and is uncontroversial. Supporting evidence comes from a twelfth-century list of the burial places of saints compiled at Peterborough. This calls the Saint Hardulph to whom Breedon was dedicated "Hardulfus rex"—King Eardwulf—and states that he was buried at Breedon. A panelled stone structure in the church, carved with processions of bearded and robed figures under arches, seems to reproduce details found in the Book of Cerne, a work associated with Bishop Æthelwold of Lichfield (818–830). The panels, which may originally have been the outer part of a sarcophagus built to hold the remains of a high status person such as Saint Hardulph, are dated by their similarity to the illustrations in the Book of Cerne to the first third of the ninth century. According to a medieval calendar of saints, the Benedictine monks at Breedon celebrated Hardulph's feast day on 21 August. The death of Eardwulf is not recorded. Although he had faced considerable opposition and had been driven into exile, he succeeded in founding a dynasty. His son Eanred and grandson Æthelred (II) ruled Northumbria for most of its remaining existence as an independent kingdom.
954,222
Isabeau of Bavaria
1,173,857,581
Queen of France from 1385 to 1422
[ "1370s births", "1435 deaths", "14th-century French nobility", "14th-century French women", "14th-century German nobility", "14th-century German women", "14th-century women rulers", "15th-century French nobility", "15th-century French people", "15th-century French women", "15th-century women rulers", "Burials at the Basilica of Saint-Denis", "Daughters of monarchs", "French Roman Catholics", "French people of German descent", "House of Valois", "House of Wittelsbach", "Nobility from Munich", "People of the Hundred Years' War", "Queen mothers", "Queens consort of France" ]
Isabeau of Bavaria (or Isabelle; also Elisabeth of Bavaria-Ingolstadt; c. 1370 – September 1435) was Queen of France from 1385 to 1422. She was born into the House of Wittelsbach as the only daughter of Duke Stephen III of Bavaria-Ingolstadt and Taddea Visconti of Milan. At age 15 or 16, Isabeau was sent to France to marry the young King Charles VI; the couple wed three days after their first meeting. Isabeau was honored in 1389 with a lavish coronation ceremony and entry into Paris. In 1392, Charles suffered the first attack of what was to become a lifelong and progressive mental illness, resulting in periodic withdrawal from government. The episodes occurred with increasing frequency, leaving a court both divided by political factions and steeped in social extravagances. A 1393 masque for one of Isabeau's ladies-in-waiting—an event later known as Bal des Ardents—ended in disaster with the King almost burning to death. Although the King demanded Isabeau's removal from his presence during his illness, he consistently allowed her to act on his behalf. In this way she became regent to the Dauphin of France (heir apparent), and sat on the regency council, allowing far more power than was usual for a medieval queen. Charles' illness created a power vacuum that eventually led to the Armagnac–Burgundian Civil War between supporters of his brother, Duke Louis I of Orléans, and the royal dukes of Burgundy. Isabeau shifted allegiances as she chose the most favorable paths for the heir to the throne. When she followed the Armagnacs, the Burgundians accused her of adultery with Louis of Orléans; when she sided with the Burgundians, the Armagnacs removed her from Paris and she was imprisoned. In 1407, John the Fearless, duke of Burgundy, assassinated Orléans, sparking hostilities between the factions. The war ended soon after Isabeau's eldest son, Charles, had John the Fearless assassinated in 1419—an act that saw him disinherited. Isabeau attended the 1420 signing of the Treaty of Troyes, which decided that the English king should inherit the French crown after the death of her husband, Charles VI. She lived in English-occupied Paris until her death in 1435. Isabeau was popularly seen as a spendthrift and irresponsible philanderess. In the late 20th and early 21st centuries historians re-examined the extensive chronicles of her lifetime, concluding that many unflattering elements of her reputation were unearned and stemmed from factionalism and propaganda. ## Lineage and marriage Isabeau's parents were Duke Stephen III of Bavaria-Ingolstadt and Taddea Visconti, whom he married for a 100,000 ducat dowry. She was most likely born in Munich, where she was baptized as Elisabeth at the Church of Our Lady. She was great-granddaughter to the Wittelsbach Holy Roman Emperor Louis IV. During this period, Bavaria was counted among the most powerful German states and was divided between members of the House of Wittelsbach. Isabeau's uncle, Duke Frederick of Bavaria-Landshut, suggested in 1383 that she be considered as a bride to King Charles VI of France. The match was proposed again at the lavish Burgundian double wedding in Cambrai in April 1385—John the Fearless and his sister Margaret of Burgundy married Margaret and William of Bavaria-Straubing, respectively. Charles, then 17, rode in the tourneys at the wedding. He was an attractive, physically fit young man, who enjoyed jousting and hunting and was excited to be married. Charles VI's uncle, Philip the Bold, Duke of Burgundy, thought the proposed marriage ideal to build an alliance with the Holy Roman Empire and against the English. Isabeau's father agreed reluctantly and sent her to France with his brother, her uncle, on the pretext of taking a pilgrimage to Amiens. He was adamant that she was not to know she was being sent to France to be examined as a prospective bride for Charles and refused permission for her to be examined in the nude, customary at the time. According to the contemporary chronicler Jean Froissart, Isabeau was 13 or 14 when the match was proposed and about 16 at the time of the marriage in 1385, suggesting a birth date of around 1370. Before her presentation to Charles, Isabeau visited Hainaut for about a month, staying with her granduncle Duke Albert I, Count of Holland and ruler of some of Bavaria-Straubing. Albert's wife, Margaret of Brieg, replaced Isabeau's Bavarian style of dress, deemed unsuitable as French courtly attire, and taught her etiquette suitable to the French court. She learned quickly, suggestive of an intelligent and quick-witted character. On 13 July 1385, she traveled to Amiens to be presented to Charles. Froissart writes of the meeting in his Chronicles, saying that Isabeau stood motionless while being inspected, exhibiting perfect behavior by the standards of her time. Arrangements were made for the two to be married in Arras, but on the first meeting Charles felt "happiness and love enter his heart, for he saw that she was beautiful and young, and thus he greatly desired to gaze at her and possess her". She did not yet speak French and may not have reflected the idealized beauty of the period, perhaps inheriting her mother's dark Italian features, then unfashionable, but Charles most certainly approved of her because the couple were married three days later. Froissart documented the royal wedding, joking about the lascivious guests at the feast and the "hot young couple". Charles seemingly loved his young wife, lavishing gifts on her. On the occasion of their first New Year in 1386, he gave her a red velvet palfrey saddle, trimmed with copper and decorated with an intertwined K and E (for Karol and Elisabeth), and he continued to give her gifts of rings, tableware and clothing. The uncles too, apparently, were pleased with the match, which contemporary chroniclers, notably Froissart and Michel Pintoin (the Monk of St. Denis), describe similarly as a match rooted in desire and based on her beauty. The day after the wedding, Charles went on a military campaign against the English, and Isabeau went to Creil to live with his step great-grandmother Queen Dowager Blanche, who taught her courtly traditions. In September she took up residence at the Château de Vincennes, where in the early years of their marriage Charles frequently joined her, and which became her favorite home. ## Coronation Isabeau's coronation was celebrated on 23 August 1389 with a lavish ceremonial entry into Paris. Her second cousin and sister-in-law Valentina Visconti, who had married her own cousin Louis of Orléans (Charles' younger brother) two years earlier by proxy and papal dispensation, arrived in style, escorted across the Alps from Milan by 1,300 knights carrying personal luxuries such as books and a harp. The noblewomen in the coronation procession were dressed in lavish costumes with thread-of-gold embroidery, and rode in litters escorted by knights. Philip the Bold wore a doublet embroidered with 40 sheep and 40 swans, each decorated with a bell made of pearls. The procession lasted from morning to night. The streets were lined with tableaux vivants displaying scenes from the Crusades, Deësis and the Gates of Paradise. More than a thousand burghers stood along the route; those on one side were dressed in green facing, those on the opposite in red. The procession began at the Porte de St. Denis and passed under a canopy of sky-blue cloth beneath which children dressed as angels sang, winding into the Rue Saint-Denis before arriving at the Notre Dame for the coronation ceremony. As Tuchman describes the event, "So many wonders were to be seen and admired that it was evening before the procession crossed the bridge leading to Notre Dame and the climactic display." As Isabeau crossed the Grand Pont to Notre Dame, a person dressed as an angel descended from the church by mechanical means and "passed through an opening of the hangings of blue taffeta with golden fleurs-des-lis, which covered the bridge, and put a crown on her head." The angel was then pulled back up into the church. An acrobat carrying two candles walked along a rope suspended from the spires of the cathedral to the tallest house in the city. After Isabeau's crowning, the procession made its way back from the cathedral along a route lit by 500 candles. They were greeted by a royal feast and a progression of narrative pageants, complete with a depiction of the Fall of Troy. Isabeau, seven months pregnant, nearly fainted from heat on the first of the five days of festivities. To pay for the extravagant event, taxes were raised in Paris two months later. ## Charles' illness Charles suffered the first of what was to become a lifelong series of bouts of insanity in 1392 when, on a hot August day outside Le Mans, he attacked his household knights, including his brother Orléans, killing four men. After the attack he fell into a coma that lasted four days. Few believed he would recover; his uncles, the dukes of Burgundy and Berry, took advantage of his illness and quickly seized power, re-establishing themselves as regents and dissolving the Marmouset council. The King's sudden onset of insanity was seen by some as a sign of divine anger and punishment, and by others as the result of magic. Modern historians speculate that he may have suffered from the onset of paranoid schizophrenia. The comatose king was returned to Le Mans, where Guillaume de Harsigny—a venerated and well-educated 92-year-old physician—was summoned to treat him. Charles regained consciousness and his fever subsided; he was gradually returned to Paris in September. The physician recommended a program of amusements. A member of the court suggested that Charles surprise Isabeau and the other ladies by joining a group of courtiers who would disguise themselves as wild men and invade the masquerade celebrating the remarriage of Isabeau's lady-in-waiting, Catherine de Fastaverin. This came to be known as the Bal des Ardents. Charles was almost killed and four of the dancers burned to death, when a spark from a torch brought by Orléans lit one of the dancer's costumes. The disaster undermined confidence in Charles' capacity to rule. Parisians considered it proof of courtly decadence and threatened to rebel against the more powerful members of the nobility. The public's outrage forced the King and Orléans, whom a contemporary chronicler accused of attempted regicide and sorcery, into offering penance for the event. Charles suffered a second and more prolonged attack of insanity the following June; it removed him for about six months and set a pattern that would hold for the next three decades as his condition deteriorated. Froissart described the bouts of illness as so severe that the King was "far out of the way; no medicine could help him", although he had recovered from the first attack within months. For the first 20 years of his illness he sustained periods of lucidity, enough that he continued to rule. Suggestions were made to replace him with a regent, although there was uncertainty and debate as to whether a regency could assume the full role of a living monarch. When he was incapable of ruling, his brother Orléans, and their cousin John the Fearless, the new Duke of Burgundy, were chief among those who sought to take control of the government. When Charles became ill in the 1390s, Isabeau was 22; she had three children and had already lost two infants. During the worst of his illness Charles was unable to recognize her and caused her great distress by demanding her removal when she entered his chamber. The Monk of St Denis wrote in his chronicle, "What distressed her above all was to see how on all occasions ... the king repulsed her, whispering to his people, 'Who is this woman obstructing my view? Find out what she wants and stop her from annoying and bothering me.'" As his illness worsened at the turn of the century, she was accused of abandoning him, particularly when she moved her residence to the Hôtel Barbette. Historian Rachel Gibbons speculates that Isabeau wanted to distance herself from her husband and his illness, writing, "it would be unjust to blame her if she did not want to live with a madman." Since the King often did not recognize her during his psychotic episodes and was upset by her presence, it was eventually deemed advisable to provide him with a mistress, Odette de Champdivers, the daughter of a horse-dealer; according to Tuchman, Odette is said to have resembled Isabeau and was called "the little Queen". She had probably assumed this role by 1405 with Isabeau's consent, but during his remissions the King still had sexual relations with his wife, whose last pregnancy occurred in 1407. Records show that Isabeau was in the King's chamber on 23 November 1407, the night of Orléans' assassination, and again in 1408. Charles' bouts of illness continued unabated until his death. The two may have still felt mutual affection, and Isabeau exchanged gifts and letters with him during his periods of lucidity, but distanced herself during the prolonged attacks of insanity. Historian Tracy Adams writes that Isabeau's attachment and loyalty is evident in the great efforts she made to retain the crown for his heirs in the ensuing decades. ## Political factions and early diplomatic efforts Isabeau's life is well documented, most likely because Charles' illness placed her in an unusual position of power. Nevertheless, not much is known about her personal characteristics, and historians even disagree about her appearance. She is variously described as "small and brunette" or "tall and blonde". The contemporaneous evidence is contradictory: chroniclers said of her either that she was "beautiful and hypnotic, or so obese through dropsy that she was crippled." Despite living in France after her marriage, she spoke with a heavy German accent that never diminished, which Tuchman describes as giving her an "alien" cast at the French court. Adams describes Isabeau as a talented diplomat who navigated court politics with ease, grace and charisma. Charles had been crowned in 1387, aged 20, attaining sole control of the monarchy. His first acts included the dismissal of his uncles and the reinstatement of the so-called Marmousets—a group of councilors to his father, Charles V—and he gave Orléans more responsibility. Some years later, after Charles' first attack of illness, tensions mounted between Orléans and the royal uncles—Philip the Bold, Duke of Burgundy; John, Duke of Berry; and Louis II, Duke of Bourbon. Forced to assume a greater role in maintaining peace amidst the growing power struggle, which was to persist for many years, Isabeau succeeded in her role as peacekeeper among the various court factions. As early as the late 1380s and early 1390s, Isabeau demonstrated that she possessed diplomatic influence when the Florentine delegation requested her political intervention in the Gian Galeazzo Visconti affair. Orléans and the Duke of Burgundy were in the pro-Visconti faction while the anti-Visconti faction included Isabeau, her brother, Louis VII, Duke of Bavaria, and John III, Count of Armagnac. At that time Isabeau lacked the political power to effect change. Some years later, however, at the 1396 wedding of her seven-year-old daughter, Isabella, to Richard II of England (an event at which Charles attacked a herald for wearing Galeazzo's livery), Isabeau successfully negotiated an alliance between France and Florence with Florentine ambassador Buonaccorso Pitti. In the 1390s Jean Gerson of the University of Paris formed a council to eliminate the Western Schism, and in recognition of her negotiating skills he placed Isabeau on the council. The French wanted both the Avignon and Roman popes to abdicate in favor of a single papacy in Rome; Clement VII in Avignon welcomed Isabeau's presence given her record as an effective mediator. However, the effort faded when Clement VII died. During his short-lived recovery in the 1390s, Charles made arrangements for Isabeau to be "principal guardian of the Dauphin", their son, until he reached 13 years of age, giving her additional political power on the regency council. Charles appointed Isabeau co-guardian of their children in 1393, a position shared with the royal dukes and her brother, Louis of Bavaria, while he gave Orléans full power of the regency. In appointing Isabeau, Charles acted under laws enacted by his father, Charles V, which gave the Queen full power to protect and educate the heir to the throne. These appointments separated power between Orléans and the royal uncles, increasing ill-will among the factions. The following year, as Charles' bouts of illness became more severe and prolonged, Isabeau became the leader of the regency council, giving her power over the royal dukes and the Constable of France, while at the same time making her vulnerable to attack from various court factions. During Charles' illness, Orléans became financially powerful as the official tax collector, and in the following decade Isabeau and Orléans agreed to raise the level of taxation. In 1401, during one of the King's absences, Orléans installed his own men to collect royal revenues, angering Philip the Bold who in retaliation raised an army, threatening to enter Paris with 600 men-at-arms and 60 knights. At that time Isabeau intervened between Orléans and Burgundy, preventing bloodshed and the outbreak of civil war. Charles trusted Isabeau enough by 1402 to allow her to arbitrate the growing dispute between the Orléanists and Burgundians, and he turned control of the treasury over to her. After Philip the Bold died in 1404 and his son John the Fearless became Duke of Burgundy, the new duke continued the political strife in an attempt to gain access to the royal treasury for Burgundian interests. Orléans and the royal dukes thought John was usurping power for his own interests and Isabeau, at that time, aligned herself with Orléans to protect the interests of the crown and her children. Furthermore, she distrusted John the Fearless who she thought overstepped himself in rank—he was cousin to the King, whereas Orléans was Charles' brother. Rumors that Isabeau and Orléans were lovers began to circulate, a relationship that was considered incestuous. Whether the two were intimate has been questioned by contemporary historians, including Gibbons who believes the rumor may have been planted as propaganda against Isabeau as retaliation against tax increases she and Orléans ordered in 1405. An Augustinian friar, Jacques Legrand, preached a long sermon to the court denouncing excess and depravity, in particular mentioning Isabeau and her fashions—with exposed necks, shoulders and décolletage. The monk presented his sermon as allegory so as not to offend Isabeau overtly, but he cast her and her ladies-in-waiting as "furious, vengeful characters". He said to Isabeau, "If you don't believe me, go out into the city disguised as a poor woman, and you will hear what everyone is saying." Thus he accused Isabeau as having lost touch with the commoners and the court with its subjects. At about the same time, a satirical political pamphlet called Songe Veritable, now considered by historians to be pro-Burgundian propaganda, was released and widely distributed in Paris. The pamphlet hinted at the Queen's relations with Orléans. John the Fearless accused Isabeau and Orléans of fiscal mismanagement and again demanded money for himself, in recompense for the loss of royal revenues after his father's death; an estimated half of Philip the Bold's revenues had come from the French treasury. John raised a force of 1,000 knights and entered Paris in 1405. Orléans hastily retreated with Isabeau to the fortified castle of Melun, with her household and children a day or so behind. John immediately left in pursuit, intercepting the party of chaperones and royal children. He took possession of the Dauphin, and returned him to Paris under control of Burgundian forces; however, the boy's uncle, the duke of Berry, quickly took control of the child at the orders of the Royal Council. At that time, Charles was lucid for about a month and able to help with the crisis. The incident, that came to be known as the enlèvement of the dauphin, almost caused full-scale war, but it was averted. Orléans quickly raised an army while John encouraged Parisians to revolt. They refused, claiming loyalty to the King and his son; Berry was made captain general of Paris and the city's gates were locked. In October, Isabeau became active in mediating the dispute in response to a letter from Christine de Pizan and an ordinance from the Royal Council. ## Orléans' assassination and aftermath In 1407, John the Fearless ordered Orléans' assassination. On 23 November, hired killers attacked the duke as he returned to his Paris residence, cut off his hand holding the horse's reins, and "hacked [him] to death with swords, axes, and wooden clubs". His body was left in a gutter. John first denied involvement in the assassination, but quickly admitted that the act was done for the Queen's honor, claiming he acted to "avenge" the monarchy of the alleged adultery between Isabeau and Orléans. His royal uncles, shocked at his confession, forced him to leave Paris while the Royal Council attempted a reconciliation between the Houses of Burgundy and Orléans. In March 1408, Jean Petit presented a lengthy and well-attended justification at the royal palace before a large courtly audience. Petit argued convincingly that in the King's absence Orléans became a tyrant, practiced sorcery and necromancy, was driven by greed, and had planned to commit fratricide at the Bal des Ardents. John should be exonerated, Petit argued, because he had defended the King and monarchy by assassinating Orléans. Charles, "insane during the oration", was convinced by Petit's argument and pardoned John the Fearless, only to rescind the pardon in September. Violence again broke out after the assassination; Isabeau had troops patrol Paris and, to protect the Dauphin Louis, Duke of Guyenne, she again left the city for Melun. In August she staged an entry to Paris for the Dauphin, and early in the new year, Charles signed an ordinance giving the 13-year-old the power to rule in the Queen's absence. During these years, Isabeau's greatest concern was the Dauphin's safety as she prepared him to take up the duties of the King; she formed alliances to further those aims. At this point, the Queen and her influence were still crucial to the power struggle. Physical control of Isabeau and her children became important to both parties and she was frequently forced to change sides, for which she was criticized and called unstable. She joined the Burgundians from 1409 to 1413, then switched sides to form an alliance with the Orléanists from 1413 to 1415. At the Peace of Chartres in March 1409, John the Fearless was reinstated to the Royal Council after a public reconciliation with Orléans' son, Charles, Duke of Orléans, at Chartres Cathedral, although the feuding continued. In December that year, Isabeau bestowed the tutelle (guardianship of the Dauphin) upon John the Fearless, made him the master of Paris, and allowed him to mentor the Dauphin, after he had Jehan de Montagu, Grand Master of the King's household, executed. At that point, the Duke essentially controlled the Dauphin and Paris and was popular in the city because of his opposition to taxes levied by Isabeau and Orléans. Isabeau's actions with respect to John the Fearless angered the Armagnacs, who in the fall of 1410 marched to Paris to "rescue" the Dauphin from the Duke's influence. At that time, members of the University of Paris, Jean Gerson in particular, proposed that all feuding members of the Royal Council step down and be immediately removed from power. To defuse tension with the Burgundians, a second double marriage was arranged in 1409. Isabeau's daughter Michelle married Philip the Good, son of John the Fearless; Isabeau's son, the Dauphin Louis, married John's daughter Margaret. Before the wedding, Isabeau negotiated a treaty with John the Fearless in which she clearly defined family hierarchy and her position in relation to the throne. ## Civil war Despite Isabeau's efforts to keep the peace, the Armagnac–Burgundian Civil War broke out in 1411. John gained the upper hand during the first year, but the Dauphin began to build a power base; Christine de Pizan wrote of him that he was the savior of France. Still only 15, he lacked the power or backing to defeat John, who fomented revolt in Paris. In retaliation against the actions of John the Fearless, Charles of Orléans denied funds from the royal treasury to all members of the royal family. In 1414, instead of allowing her son, then 17, to lead, Isabeau allied herself with Charles of Orléans. The Dauphin, in return, changed allegiance and joined John, which Isabeau considered unwise and dangerous. The result was continued civil war in Paris. Parisian commoners joined forces with John the Fearless in the Cabochien Revolt, and at the height of the revolt, a group of butchers entered Isabeau's home in search of traitors, arresting and taking away up to 15 of her ladies-in-waiting. In his chronicles, Pintoin wrote that Isabeau was firmly allied with the Orléanists and the 60,000 Armagnacs who invaded Paris and Picardy. King Henry V of England took advantage of the internal strife in France, invading the northwest coast, and in 1415, he delivered a crushing defeat to the French at Agincourt. Nearly an entire generation of military leaders died or were taken prisoner in a single day. John, still feuding with the royal family and the Armagnacs, remained neutral as Henry V went on to conquer towns in northern France. In December 1415, Dauphin Louis died suddenly at age 18 of illness, leaving Isabeau's political status unclear. Her 17-year-old fourth-born son, John of Touraine, now the Dauphin, had been raised since childhood in the household of Duke William II of Bavaria in Hainaut. Married to Countess Jacqueline of Hainaut, Dauphin John was a Burgundian sympathizer. William of Bavaria refused to send him to Paris during a period of upheaval as Burgundians plundered the city and Parisians revolted against another wave of tax increases initiated by Count Bernard VII of Armagnac; in a period of lucidity, Charles had raised the Count to be the Constable of France. Isabeau attempted to intervene by arranging a meeting with Jacqueline in 1416, but Armagnac refused to allow Isabeau to reconcile with the House of Burgundy, while William II continued to prevent the young Dauphin from entering Paris. In 1417, Henry V invaded Normandy with 40,000 men. Later that year, in April, Dauphin John died and another shift in power occurred when Isabeau's sixth and last son, Charles, age 14, became Dauphin. He was betrothed to Armagnac's daughter Marie of Anjou and favored the Armagnacs. At that time, Armagnac imprisoned Isabeau in Tours, confiscating her personal property (clothing, jewels and money), dismantling her household, and separating her from the younger children as well as her ladies-in-waiting. She secured her freedom in November with the help of the Duke of Burgundy. Accounts of her release vary: Monstrelet writes that Burgundy "delivered" her to Troyes, and Pintoin that the Duke negotiated Isabeau's release to gain control of her authority. Isabeau maintained her alliance with Burgundy from that period until the Treaty of Troyes in 1420. Isabeau at first assumed the role of sole regent but in January 1418 yielded her position to John the Fearless. Together Isabeau and John abolished parliament (Chambre des comptes) and turned to securing control of Paris and the King. John took control of Paris by force on 28 May 1418, slaughtering Armagnacs. The Dauphin fled the city. According to Pintoin's chronicle, the Dauphin refused Isabeau's invitation to join her in an entry to Paris. She entered the city with John on 14 July. Shortly after he assumed the title of Dauphin, Charles negotiated a truce with John in Pouilly. Charles then requested a private meeting with John, on 10 September 1419 at a bridge in Montereau, promising his personal guarantee of protection. The meeting, however, was a ploy to assassinate John, whom Charles "hacked to death" on the bridge. His father, King Charles, immediately disinherited his son. The civil war ended after John's death. The Dauphin's actions fueled more rumor about his legitimacy, and his disinheritance set the stage for the Treaty of Troyes. ## Treaty of Troyes and later years By 1419, Henry V had occupied much of Normandy and demanded an oath of allegiance from the residents. The new Duke of Burgundy, Philip the Good, allied with the English, putting enormous pressure on France and Isabeau, who remained loyal to the King. In 1420, Henry sent an emissary to confer with the Queen, after which, according to Adams, Isabeau "ceded to what must have been a persuasively posed argument by Henry V's messenger". France had effectively been left without an heir to the throne, even before the Treaty of Troyes. Charles VI had disinherited the Dauphin, whom he considered responsible for "breaking the peace for his involvement in the assassination of the duke of Burgundy"; he wrote in 1420 of the Dauphin that he had "rendered himself unworthy to succeed to the throne or any other title". Charles of Orléans, next in line as heir under Salic law, had been taken prisoner at the Battle of Agincourt and was kept in captivity in London. In the absence of an official heir to the throne, Isabeau accompanied King Charles to sign the Treaty of Troyes in May 1420; Gibbons writes that the treaty "only confirmed [the Dauphin's] outlaw status". The King's illness prevented him from appearing at the signing of the treaty, forcing Isabeau to stand in for him, which according to Gibbons gave her "perpetual responsibility in having sworn away France". For many centuries, Isabeau stood accused of relinquishing the crown because of the Treaty. Under the terms of the Treaty, Charles remained as King of France but Henry V, who married Charles' and Isabeau's daughter, Catherine, kept control of the territories he conquered in Normandy, would govern France with the Duke of Burgundy, and was to be Charles' successor. Isabeau was to live in English-controlled Paris. Charles VI died in October 1422. As Henry V had died earlier the same year, his infant son by Catherine, Henry VI, was proclaimed King of France, according to the terms of the Treaty of Troyes, with the Duke of Bedford acting as regent. Rumors circulated about Isabeau again; some chronicles describe her living in a "degraded state". According to Tuchman, Isabeau had a farmhouse built in St. Ouen where she looked after livestock, and in her later years, during a lucid episode, Charles arrested one of her lovers whom he tortured, then drowned in the Seine. Desmond Seward writes it was the disinherited Dauphin who had the man killed. Described as a former lover of Isabeau as well as a "poisoner and wife-murderer", Charles kept him as a favorite at his court until ordering his drowning. Rumors about Isabeau's promiscuity flourished, which Adams attributes to English propaganda intended to secure England's grasp on the throne. An allegorical pamphlet, called Pastorelet, was published in the mid-1420s painting Isabeau and Orleans as lovers. During the same period, Isabeau was contrasted with Joan of Arc, considered virginally pure, in the allegedly popular saying "Even as France had been lost by a woman it would be saved by a woman". Adams writes that Joan of Arc has been attributed with the words "France, having been lost by a woman, would be restored by a virgin", but neither saying can be substantiated by contemporary documentation or chronicles. In 1429, when Isabeau lived in English-occupied Paris, the accusation was again put forth that Charles VII was not the son of Charles VI. At that time, with two contenders for the French throne—the young Henry VI and disinherited Charles—this could have been propaganda to prop up the English claim. Furthermore, gossip spread that Joan of Arc was Isabeau and Orleans' illegitimate daughter—a rumor Gibbons finds improbable because Joan of Arc almost certainly was not born for some years after Orléans' assassination. Stories circulated that the dauphins were murdered, and attempts were made to poison the other children, all of which added to Isabeau's reputation of one of history's great villains. Isabeau was removed from political influence and retired to live in the Hôtel Saint-Pol with her brother's second wife, Catherine of Alençon. She was accompanied by her ladies-in-waiting Amelie von Orthenburg and Madame de Moy, the latter of whom had traveled from Germany and had stayed with her as dame d'honneur since 1409. Isabeau possibly died there in late September 1435. Her death and funeral were documented by Jean Chartier (member of St Denis Abbey), who may well have been an eyewitness. ## Reputation and legacy Isabeau was dismissed by historians in the past as a wanton, weak and indecisive leader. Modern historians now see her as taking an unusually active leadership role for a queen of her period, forced to take responsibility as a direct result of Charles' illness. Her critics accepted skewed interpretations of her role in the negotiations with England, resulting in the Treaty of Troyes, and in the rumors of her marital infidelity with Orléans. Gibbons writes that a queen's duty was to secure the succession to the crown and look after her husband; historians described Isabeau as having failed in both respects. Gibbons goes on to say that even her physical appearance is uncertain; depictions of her vary depending on whether she was to be portrayed as good or evil. Rumored to be a bad mother, she was accused of "incest, moral corruption, treason, avarice and profligacy ... political aspirations and involvements". Adams writes that historians reassessed her reputation in the late 20th century, exonerating her of many of the accusations, seen particularly in Gibbons' scholarship. Furthermore, Adams admits she believed the allegations against Isabeau until she delved into contemporary chronicles: there she found little evidence against the Queen except that many of the rumors came from only a few passages, and in particular from Pintoin's pro-Burgundian writing. After the onset of the King's illness, a common belief was that Charles' mental illness and inability to rule were due to Isabeau's witchcraft; as early as the 1380s, rumors spread that the court was steeped in sorcery. In 1397 Orléans' wife, Valentina Visconti, was forced to leave Paris because she was accused of using magic. The court of the "mad king" attracted magicians with promises of cures who were often used as political tools by the various factions. Lists of people accused of bewitching Charles were compiled, with Isabeau and Orléans both listed. The accusations of adultery were rampant. According to Pintoin's chronicle, "[Orléans] clung a bit too closely to his sister-in-law, the young and pretty Isabeau of Bavaria, the queen. This ardent brunette was twenty-two; her husband was insane and her seductive brother-in-law loved to dance, beyond that we can imagine all sorts of things". Pintoin said of the Queen and Orléans that they neglected Charles, behaved scandalously and "lived on the delights of the flesh", spending large amounts of money on court entertainment. The alleged affair, however, is based on a single paragraph from Pintoin's chronicles, according to Adams, and is no longer considered proof. Isabeau was accused of indulging in extravagant and expensive fashions, jewel-laden dresses and elaborate braided hairstyles coiled into tall shells, covered with wide double hennins that, reportedly, required widened doorways to pass through. In 1406, a pro-Burgundian satirical pamphlet in verse allegory listed Isabeau's supposed lovers. She was accused of leading France into a civil war because of her inability to support a single faction; she was described as an "empty headed" German; of her children, it was said that she "took pleasure in a new pregnancy only insofar as it offered her new gifts"; and her political mistakes were attributed to her being fat. In the 18th and 19th centuries, historians characterized Isabeau as "an adulterous, luxurious, meddlesome, scheming, and spendthrift queen", overlooking her political achievements and influence. A popular book written by Louise de Karalio (1758–1822) about the "bad" French queens prior to Marie Antoinette is, according to Adams, where "Isabeau's black legend attains its full expression in a violent attack on the French royalty in general and queens in particular." Karalio wrote: "Isabeau was raised by the furies to bring about the ruin of the state and to sell it to its enemies; Isabeau of Bavaria appeared, and her marriage, celebrated in Amiens on 17 July 1385, would be regarded as the most horrifying moment in our history". Isabeau was painted as Orléans' passionate lover, and the inspiration for the Marquis de Sade's unpublished 1813 novel Histoire secrète d'Isabelle de Bavière, reine de France, about which Adams writes, "submitting the queen to his ideology of gallantry, [the Marquis de Sade] gives her rapaciousness a cold and calculating violence ... a woman who carefully manages her greed for maximum gratification." She goes on to say that de Sade admitted to "being perfectly aware that the charges against the queen are without ground." ## Patronage Like many of the Valois, Isabeau was an appreciative art collector. She loved jewels and was responsible for the commissions of particularly lavish pieces of ronde-bosse — a newly developed technique of making enamel-covered gold pieces. Documentation suggests she commissioned several fine pieces of tableaux d'or from Parisian goldsmiths. In 1404, Isabeau gave Charles a spectacular ronde-bosse, known as the Little Golden Horse Shrine, (or Goldenes Rössl), now held in a convent church in Altötting, Bavaria. Contemporary documents identify the statuette as a New Year's gift—an étrennes—a Roman custom Charles revived to establish rank and alliances during the period of factionalism and war. With the exception of manuscripts, the Little Golden Horse is the single surviving documented étrennes of the period. Weighing 26 pounds (12 kg), the gold piece is encrusted with rubies, sapphires and pearls. It depicts Charles kneeling on a platform above a double set of stairs, presenting himself to the Virgin Mary and child Jesus, who are attended by John the Evangelist and John the Baptist. A jewel encrusted trellis or bower is above; beneath stands a squire holding the golden horse. Isabeau also exchanged New Year's gifts with the Duke of Berry; one extant piece is the ronde-bosse statuette Saint Catherine. Medieval author Christine de Pizan solicited the Queen's patronage at least three times. In 1402, she sent a compilation of her literary argument Querelle du Roman de la Rose—in which she questions the concept of courtly love—with a letter exclaiming "I am firmly convinced the feminine cause is worthy of defense. This I do here and have done with my other works." In 1410 and again in 1411, Pizan solicited the Queen, presenting her in 1414 an illuminated copy of her works. In The Book of the City of Ladies, Pizan praised Isabeau lavishly, and again in the illuminated collection, The Letter of Othea, which scholar Karen Green believes for de Pizan is "the culmination of fifteen years of service during which Christine formulated an ideology that supported Isabeau's right to rule as regent in this time of crisis." Isabeau showed great piety, essential for a queen of her period. During her lifetime, and in her will, she bequeathed property and personal possessions to Notre Dame, St. Denis, and the convent in Poissy. ## Children The birth of each of Isabeau's 12 children is well chronicled; even the decoration schemes of the rooms in which she gave birth are described. She had six sons and six daughters. The first son, born in 1386, died as an infant and the last, Philip, born in 1407, lived a single day. Three others died young with only her youngest son, Charles VII, living to adulthood. Five of the six daughters survived; four were married and one, Marie (1393–1438), was sent at age four to be raised in a convent, where she became prioress. Her first son, Charles (b. 1386), the first Dauphin, died in infancy. A daughter, Joan, born two years later, lived until 1390. The second daughter, Isabella (1389-1409) was married at age seven to Richard II of England and after his death to Charles, Duke of Orléans. The third daughter, another Joan (1391–1433), who lived to age 42, married John VI, Duke of Brittany. The fourth daughter, Michelle (1395–1422), first wife to Philip the Good, died childless at age 27. Catherine of Valois, Queen of England (1401–1437), married Henry V of England; on his death she took Sir Owen Tudor as her second husband. Of her remaining sons, the second Dauphin was another Charles (1392–1401), who died at age eight of a "wasting illness". Louis, Duke of Guyenne (1397-1415), was the third Dauphin, married to Margaret of Nevers, who died at age 18. John, Duke of Touraine (1398-1417), the fourth Dauphin, the first husband of Jacqueline, Countess of Hainaut, died without issue, also at the age of 18. The fifth Dauphin, yet another Charles (1403-1461), became King Charles VII of France after his father's death. He was married to Marie of Anjou. Her last son, Philip, died in infancy in the year 1407. According to modern historians, Isabeau stayed in close proximity to the children during their childhood, had them travel with her, bought them gifts, wrote letters, bought devotional texts, and arranged for her daughters to be educated. She resisted separation and reacted against having her sons sent to other households to live (as was the custom at the time). Pintoin records that she was dismayed at the marriage contract that stipulated her third surviving son, John, be sent to live in Hainaut. She maintained relationships with her daughters after their marriages, writing letters to them frequently. She sent them out of Paris during an outbreak of plague, staying behind herself with the youngest infant, John, too young to travel. The Celestines allowed "whenever and as often as she liked, she and her children could enter the monastery and church ... their vineyards and gardens, both for devotion and for entertainment and pleasure of herself and her children." ## Ancestry
562,316
Richard Cantillon
1,159,384,845
Irish-French economist and banker (c. 1680 – 1734)
[ "1680s births", "1734 deaths", "18th-century British economists", "18th-century French economists", "18th-century Irish male writers", "18th-century Irish writers", "Freemasons of the Premier Grand Lodge of England", "Irish expatriates in France", "People from Tralee", "Physiocrats", "Preclassical economists", "Writers from County Kerry" ]
Richard Cantillon (; 1680s – May 1734) was an Irish-French economist and author of Essai Sur La Nature Du Commerce En Général (Essay on the Nature of Trade in General), a book considered by William Stanley Jevons to be the "cradle of political economy". Although little information exists on Cantillon's life, it is known that he became a successful banker and merchant at an early age. His success was largely derived from the political and business connections he made through his family and through an early employer, James Brydges. During the late 1710s and early 1720s, Cantillon speculated in, and later helped fund, John Law's Mississippi Company, from which he acquired great wealth. However, his success came at a cost to his debtors, who pursued him with lawsuits, criminal charges, and even murder plots until his death in 1734. Essai remains Cantillon's only surviving contribution to economics. It was written around 1730 and circulated widely in manuscript form, but was not published until 1755. His work was translated into Spanish by Gaspar Melchor de Jovellanos, probably in the late 1770s, and considered essential reading for political economy. Despite having much influence on the early development of the physiocrat and classical schools of thought, Essai was largely forgotten until its rediscovery by Jevons in the late 19th century. Cantillon was influenced by his experiences as a banker, and especially by the speculative bubble of John Law's Mississippi Company. He was also heavily influenced by prior economists, especially William Petty. Essai is considered the first complete treatise on economics, with numerous contributions to the science. These contributions include: his cause and effect methodology, monetary theories, his conception of the entrepreneur as a risk-bearer, and the development of spatial economics. Cantillon's Essai had significant influence on the early development of political economy, including the works of Adam Smith, Anne Turgot, Jean-Baptiste Say, Frédéric Bastiat and François Quesnay. ## Biography While details regarding Richard Cantillon's life are scarce, it is thought that he was born sometime during the 1680s in County Kerry, Ireland. He was son to land-owner Richard Cantillon of Ballyheigue. Sometime in the middle of the first decade of the 18th century Cantillon moved to France, where he attained French citizenship. By 1711, Cantillon found himself in the employment of British Paymaster General James Brydges, in Spain, where he organised payments to British prisoners of war during the War of Spanish Succession. Cantillon remained in Spain until 1714, cultivating a number of business and political connections, before returning to Paris. Cantillon then became involved in the banking industry working for a cousin, who at that time was lead-correspondent of the Parisian branch of a family bank. Two years later, thanks in large part to financial backing by James Brydges, Cantillon bought his cousin out and attained ownership of the bank. Given the financial and political connections Cantillon was able to attain both through his family and through James Brydges, Cantillon proved a fairly successful banker, specialising in money transfers between Paris and London. At this time, Cantillon became involved with British mercantilist John Law through the Mississippi Company. Based on the monetary theory proposed by William Potter in his 1650 tract The Key of Wealth, John Law posited that increases in the money supply would lead to the employment of unused land and labour, leading to higher productivity. In 1716, the French government granted him both permission to found the Banque Générale and virtual monopoly over the right to develop French territories in North America, named the Mississippi Company. In return, Law promised the French government to finance its debt at low rates of interest. Law began a financial speculative bubble by selling shares of the Mississippi Company, using the Banque Générales virtual monopoly on the issue of bank notes to finance his investors. Richard Cantillon amassed a great fortune from his speculation, buying Mississippi Company shares early and selling them later at higher prices, even though he had stated he believed Law's "scheme was unsound and was bound to fail." Cantillon's financial success and growing influence caused friction in his relationship with John Law, and sometime thereafter Law threatened to imprison Cantillon if the latter did not leave France within twenty-four hours. Cantillon replied: "I shall not go away; but I will make your system succeed." To that end, in 1718 Law, Cantillon, and wealthy speculator Joseph Gage formed a private company centred on financing further speculation in North American real estate. In 1719, Cantillon left Paris for Amsterdam, returning briefly in early 1720. Lending in Paris, Cantillon had outlying debt repaid to him in London and Amsterdam. With the collapse of the "Mississippi bubble", Cantillon was able to collect on debt accruing high rates of interest. Most of his debtors had suffered financial damage in the bubble collapse and blamed Cantillon—until his death, Cantillon was involved in countless lawsuits filed by his debtors, leading to a number of murder plots and criminal accusations. On 16 February 1722, Cantillon married Mary Mahony, daughter of Count Daniel O'Mahony [fr]—a wealthy merchant and former Irish general—spending much of the remainder of the 1720s travelling throughout Europe with his wife. Cantillon and Mary had two children, a son who died at an early age and a daughter, Henrietta, wife successively of the 3rd Earl of Stafford and the 1st Earl of Farnham. Although he frequently returned to Paris between 1729 and 1733, his permanent residence was in London. In May 1734, his residence in London was burned to the ground, and it is generally assumed that Cantillon died in the fire. While the fire's causes are unclear, the most widely accepted theory is that Cantillon was murdered. One of Cantillon's biographers, Antoine Murphy, has advanced the alternative theory that Cantillon staged his own death to escape the harassment of his debtors, appearing in Suriname under the name Chevalier de Louvigny. ## Contributions to economics Although there is evidence that Richard Cantillon wrote a wide variety of manuscripts, only his Essai Sur La Nature Du Commerce En Général (abbreviated Essai) survives. Written in 1730, it was published in French in 1755, and was translated into English by Henry Higgs in 1932. Evidence suggests that Essai had tremendous influence on the early development of economic science. However, Cantillon's treatise was largely neglected during the 19th century. In the late 19th century it was "rediscovered" by William Stanley Jevons, who considered it the "cradle of political economy". Since then, Cantillon's Essai has received growing attention. Essai is considered the first complete treatise on economic theory, and Cantillon has been called the "father of enterprise economics". One of the greatest influences on Cantillon's writing was English economist William Petty and his 1662 tract Treatise on Taxes. Although Petty provided much of the groundwork for Cantillon's Essai, Anthony Brewer argues that Petty's influence has been overstated. Apart from Petty, other possible influences on Cantillon include John Locke, Cicero, Livy, Pliny the Elder, Pliny the Younger, Charles Davenant, Edmond Halley, Isaac Newton, Sébastien Le Prestre de Vauban, and Jean Boisard. Cantillon's involvement in John Law's speculative bubble proved invaluable and likely heavily influenced his insight on the relationship between increases in the supply of money, price, and production. ### Methodology Cantillon's Essai is written using a distinctive causal methodology, separating Cantillon from his mercantilist predecessors. Essai is peppered with the word "natural", which in the case of Cantillon's treatise is meant to imply a cause and effect relationship between economic actions and their underlying (i.e. causing) phenomena. Economist Murray Rothbard credits Cantillon with being one of the first theorists to isolate economic phenomena with simple models, where otherwise-uncontrollable variables can be fixed. Cantillon made frequent use of the concept of ceteris paribus throughout Essai in an attempt to neglect independent variables. Furthermore, he is credited with employing a methodology similar to Carl Menger's methodological individualism, by deducing complex phenomena from simple observations. A cause and effect methodology led to a relatively value-free approach to economic science, in which Cantillon was uninterested in the merit of any particular economic action or phenomenon, focusing rather on the explanation of relationships. This led Cantillon to separate economic science from politics and ethics to a greater degree than previous mercantilist writers. This has led to disputes on whether Cantillon can justly be considered a mercantilist or one of the first anti-mercantilists, given that Cantillon often cited government-manipulated trade surpluses and specie accumulation as positive economic stimuli. Others argue that in instances where Cantillon is thought to have supported certain mercantilist policies, he actually provided a more neutral analysis by explicitly stating possible limitations of mercantilist policies. ### Monetary theory Differences between prior mercantilists and Cantillon arise early in Essai, regarding the origins of wealth and price formation on the market. Cantillon distinguishes between wealth and money, considering wealth in itself "nothing but the food, conveniences, and pleasures of life." While Cantillon advocated an "intrinsic" theory of value, based on the input of land and labour (cost of production), he is considered to have touched upon a subjective theory of value. Cantillon held that market prices are not immediately decided by intrinsic value, but are derived from supply and demand. He considered market prices to be derived by comparing supply, the quantity of a particular good in a particular market, to demand, the quantity of money brought to be exchanged. Believing market prices to tend towards the intrinsic value of a good, Cantillon may have also originated the uniformity-of-profit principle—changes in the market price of a good may lead to changes in supply, reflecting a rise or fall in profit. In Essai, Cantillon provided an advanced version of John Locke's quantity theory of money, focusing on relative inflation and the velocity of money. Cantillon suggested that inflation occurs gradually and that the new supply of money has a localised effect on inflation, effectively originating the concept of non-neutral money. Furthermore, he posited that the original recipients of new money enjoy higher standards of living at the expense of later recipients. The concept of relative inflation, or a disproportionate rise in prices among different goods in an economy, is now known as the Cantillon Effect'''. Cantillon also considered changes in the velocity of money (quantity of exchanges made within a specific amount of time) influential on prices, although not to the same degree as changes in the quantity of money. While he believed that the money supply consisted only of specie, he conceded that increases in money substitutes—or bank notes—could affect prices by effectively increasing the velocity of circulating of deposited specie. Apart from distinguishing money from money substitute, he also distinguished between bank notes offered as receipts for specie deposits and bank notes circulating beyond the quantity of specie—or fiduciary media—suggesting that the volume of fiduciary media is strictly limited by people's confidence in its redeemability. He considered fiduciary media a useful tool to abate the downward pressure that hoarding of specie has on the velocity of money. Addressing the mercantilist belief that monetary intervention could cause a perpetually favourable balance of trade, Cantillon developed a specie-flow mechanism foreshadowing future international monetary equilibrium theories. He suggested that in countries with a high quantity of money in circulation, prices will increase and therefore become less competitive in relation to countries where there is a relative scarcity of money. Thus, Cantillon also held that increases in the supply of money, regardless of the source, cause increases in the price level and therefore reduce the competitiveness of a particular nation's industry in relation to a nation with lower prices. However, Cantillon did not believe that international markets tended toward equilibrium, and instead suggested that government hoard specie to avoid rising prices and falling competitiveness. Furthermore, he suggested that a favourable balance of trade can be maintained by offering a better product and retaining qualitative competitiveness. Cantillon's preference towards a favourable balance of trade possibly stemmed from the mercantilist belief in exchange being a zero-sum game, in which one party gains at the expense of another. A relatively advanced theory of interest is also presented. Cantillon believed that interest originates from the need of borrowers for capital and from the fear of loss of the lenders, meaning that borrowers have to recompense lenders for the risk of the possible insolvency of the debtor. In turn, interest is paid out of earned profits originating from the return on invested capital. While previously it was believed that the rate of interest varied inversely to the quantity of money, Cantillon posited that the rate of interest was determined by the supply and demand on the loanable funds market—an insight usually attributed to Scottish philosopher David Hume. As such, while saved money impacts the rate of interest, new money that is instead used for consumption does not; Cantillon's theory of interest is therefore similar to John Maynard Keynes's liquidity preference theory. ### Other contributions Traditionally, it is Jean-Baptiste Say who is credited for coining the word and advancing the concept of the entrepreneur, but in fact it was Cantillon who first introduced the term in Essai. Cantillon divided society into two principal classes—fixed income wage-earners and non-fixed income earners. Entrepreneurs, according to Cantillon, are non-fixed income earners who pay known costs of production but earn uncertain incomes, due to the speculative nature of pandering to an unknown demand for their product. Cantillon, while providing the foundations, did not develop a dedicated theory of uncertainty—the topic was not revisited until the 20th century, by Ludwig von Mises, Frank Knight, and John Maynard Keynes, among others. Furthermore, unlike later theories of entrepreneurship which saw the entrepreneur as a disruptive force, Cantillon anticipated the belief that the entrepreneur brought equilibrium to a market by correctly predicting consumer preferences. Spatial economics deal with distance and area, and how these may affect a market through transportation costs and geographical limitations. The development of spatial economics is usually ascribed to German economist Johann Heinrich von Thünen; however, Cantillon addressed spatial economics nearly a century earlier. Cantillon integrated his advancements in spatial economic theory into his microeconomic analysis of the market, describing how transportation costs influence the location of factories, markets and population centres—that is, individuals strive to lower transportation costs. Conclusions on spatial economics were derived from three premises: cost of raw materials of equal quality will always be higher near the capital city, due to transportation costs; transportation costs vary on transportation type (for example, water transportation was, and often still is, cheaper than land-based transportation); and larger goods that are more difficult to transport will always be cheaper closer to their area of production. For example, Cantillon believed markets were designed as they were to decrease costs to both merchants and villagers in terms of time and transportation. Similarly, Cantillon posited that the locations of cities were the result in large part of the wealth of inhabiting property owners and their ability to afford transportation costs—wealthier property owners tended to live farther from their property, because they could afford the transportation costs. In Essai, spatial economic theory was used to derive why markets occupied the geographical area they did and why costs varied across different markets. Apart from originating theories on the entrepreneur and spatial economics, Cantillon also provided a dedicated theory on population growth. Unlike William Petty, who believed there always existed a considerable amount of unused land and economic opportunity to support economic growth, Cantillon theorised that population grows only as long as there are economic opportunities present. Specifically, Cantillon cited three determining variables for population size: natural resources, technology, and culture. Therefore, populations grow only as far as the three aforementioned variables allowed. Furthermore, Cantillon's population theory was more modern than that of Malthus in the sense that Cantillon recognised a much broader category of factors which affect population growth, including the tendency for population growth to fall to zero as a society becomes more industrialised. ## Influence While the Essai was not published until 1755 as a result of heavy censorship in France, it did widely circulate in the form of an unpublished manuscript between its completion and its publication. It notably influenced many direct forerunners of the classical school of thought, including Turgot and other physiocrats. Cantillon was a major influence on physiocrat François Quesnay, who has probably had access to his work through the marquis de Mirabeau, who possessed a manuscript of the Essai since 1740. While it is evident that the Essai influenced Quesnay, to what degree remains controversial. There is evidence that Quesnay did not fully understand, or was not completely aware of, Cantillon's theories. Many of Quesnay's economic beliefs were elucidated previously in the Essai, but Quesnay did reject a number of Cantillon's premises, including the scarcity of land and Cantillon's population theory. Also, Quesnay recognised the scarcity of capital and capital accumulation as a prerequisite for investment. Nevertheless, Cantillon was considered the "father of physiocracy" by Henry Higgs, due to his influence on Quesnay. It is also possible that Cantillon influenced Scottish economist James Steuart, both directly and indirectly. Cantillon is one of the few economists cited by Adam Smith, who directly borrows Cantillon's subsistence theory of wages. Large sections of Smith's economic theory were possibly directly influenced by Cantillon, although in many respects Adam Smith advanced well beyond the scope of Cantillon. Some economic historians have argued that Adam Smith provided little of value from his own intellect, notably Schumpeter and Rothbard. In any case, through his influence on Adam Smith and the physiocrats, Cantillon was quite possibly the pre-classical economist who contributed most to the ideas of the classical school. Illustrative of this was Cantillon's influence on Jean-Baptiste Say, which is noticeable in the methodology employed in the latter's Treatise on Political Economy''.
12,461,697
Red-backed fairywren
1,137,218,096
Passerine bird in the Australasian wren family
[ "Birds described in 1801", "Birds of Queensland", "Birds of Western Australia", "Birds of the Northern Territory", "Endemic birds of Australia", "Malurus", "Taxonomy articles created by Polbot" ]
<table> <thead> <tr class="header"> <th><p>API</p></th> </tr> </thead> <tbody> <tr class="odd"> <td></td> </tr> <tr class="even"> <td><p>Male</p></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td><p>Female at Samsonvale, SE Queensland</p></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td><p>colspan = 2 |</p></td> </tr> <tr class="odd"> <td><p>colspan = 2 |</p></td> </tr> <tr class="even"> <td></td> </tr> <tr class="odd"> <td><p>Scientific classification</p></td> </tr> <tr class="even"> <td><p>Domain:</p></td> </tr> <tr class="odd"> <td><p>Kingdom:</p></td> </tr> <tr class="even"> <td><p>Phylum:</p></td> </tr> <tr class="odd"> <td><p>Class:</p></td> </tr> <tr class="even"> <td><p>Order:</p></td> </tr> <tr class="odd"> <td><p>Family:</p></td> </tr> <tr class="even"> <td><p>Genus:</p></td> </tr> <tr class="odd"> <td><p>Species:</p></td> </tr> <tr class="even"> <td></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td><p>Binomial name</p></td> </tr> <tr class="odd"> <td><p>Malurus melanocephalus<br /> </p></td> </tr> <tr class="even"> <td></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td><p>Subspecies</p></td> </tr> <tr class="odd"> <td><ul> <li>M. m. melanocephalus</li> <li>M. m. cruentatus</li> </ul></td> </tr> <tr class="even"> <td></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td><p>Red-backed fairywren range:</p> <div class="legend" style="text-align:left;"> <p> M. m. melanocephalus</p> </div></td> </tr> <tr class="odd"> <td></td> </tr> <tr class="even"> <td></td> </tr> </tbody> </table> The red-backed fairywren (Malurus melanocephalus) is a species of passerine bird in the Australasian wren family, Maluridae. It is endemic to Australia and can be found near rivers and coastal areas along the northern and eastern coastlines from the Kimberley in the northwest to the Hunter Region in New South Wales. The male adopts a striking breeding plumage, with a black head, upperparts and tail, and a brightly coloured red back and brown wings. The female has brownish upperparts and paler underparts. The male in eclipse plumage and the juvenile resemble the female. Some males remain in non-breeding plumage while breeding. Two subspecies are recognised; the nominate M. m. melanocephalus of eastern Australia has a longer tail and orange back, and the short-tailed M. m. cruentatus from northern Australia has a redder back. The red-backed fairywren mainly eats insects, and supplements its diet with seed and small fruit. The preferred habitat is heathland and savannah, particularly where low shrubs and tall grasses provide cover. It can be nomadic in areas where there are frequent bushfires, although pairs or small groups of birds maintain and defend territories year-round in other parts of its range. Groups consist of a socially monogamous pair with one or more helper birds who assist in raising the young. These helpers are progeny that have attained sexual maturity yet remain with the family group for one or more years after fledging. The red-backed fairywren is sexually promiscuous, and each partner may mate with other individuals and even assist in raising the young from such pairings. Older males in breeding plumage are more likely to engage in this behaviour than are those breeding in eclipse plumage. As part of a courtship display, the male wren plucks red petals from flowers and displays them to females. ## Taxonomy and systematics The red-backed fairywren was first collected from the vicinity of Port Stephens in New South Wales and described by ornithologist John Latham in 1801 as the black-headed flycatcher (Muscicapa melanocephala); its specific epithet derived from the Ancient Greek μέλας, melas 'black' and κεφαλή, kephalē 'head'. However, the specimen used by Latham was a male in partial moult, with mixed black and brown plumage and an orange back, and he named it for its black head. A male in full adult plumage was described as Sylvia dorsalis, and the explorers Nicholas Aylward Vigors and Thomas Horsfield gave a third specimen from central Queensland the name Malurus brownii, honouring botanist Robert Brown. John Gould described Malurus cruentatus in 1840 from a short-tailed scarlet-backed specimen collected in Northwestern Australia by Benjamin Bynoe aboard HMS Beagle on its third voyage. The first three names were synonymised into Malurus melanocephalus by Gould who maintained his form as a separate species. An intermediate form from north Queensland was described as pyrrhonotus. Ornithologist Tom Iredale proposed the common name "elfin-wren" in 1939; however, this was not taken up. Like other fairywrens, the red-backed fairywren is unrelated to the true wren family, Troglodytidae. It was previously classified as a member of the old world flycatcher family, Muscicapidae, and later as a member of the warbler family, Sylviidae before being placed in the newly recognised Australasian wren family, Maluridae in 1975. More recently, DNA analysis has shown that the family Maluridae is related to both the Meliphagidae (honeyeaters), and the Pardalotidae (pardalotes, scrubwrens, thornbills, gerygones and allies) within the large superfamily Meliphagoidea. It is one of eleven species in the genus Malurus and is closely related to both the Australian white-winged fairywren, and the white-shouldered fairywren of New Guinea. Termed the bicoloured wrens by ornithologist Richard Schodde, these three species are notable for their lack of head patterns and ear tufts, and solid-coloured black or blue plumage with contrasting shoulder or wing colour; they replace each other geographically across northern Australia and New Guinea. ### Subspecies George Mack, ornithologist of the National Museum of Victoria, was the first to classify the three forms melanocephalus, cruentatus and pyrrhonotus as one species, although Richard Schodde reclassified pyrrhonotus as a hybrid from a broad hybrid zone in North Queensland; this area is bounded by the Burdekin, Endeavour and Norman Rivers. Breeding males of intermediate plumage, larger and scarlet-backed, or smaller and orange-backed, as well as forms that resemble one of the two parent subspecies, are all encountered within the hybrid zone. A molecular study published in 2008 focusing on the Cape York population found it was genetically closer to eastern forest populations than to those from the Top End. The Cape York birds became segregated around 0.27 million years ago, but gene flow still continues with eastern birds. Two subspecies are currently recognised: - M. m. cruentatus - Gould, 1840: Originally described as a separate species, the specific epithet cruentatus (bloodstained) is derived from the Latin verb cruentare 'to stain with blood'. It is found across northern Australia from the Kimberleys to northern Queensland and is smaller than the nominate subspecies with males averaging 7.1 grams (0.25 oz) and females 6.6 g (0.23 oz) in weight. Males in breeding plumage on Melville Island have a deeper crimson colour to their back. - M. m. melanocephalus - (Latham, 1801): The nominate subspecies, it has an orange back and longer tail and is found from northern coastal New South Wales through to northern Queensland. This form has previously been called the orange-backed fairywren. ### Evolutionary history Ornithologist Richard Schodde has proposed that the ancestors of the two subspecies were separated during the last glacial period in the Pleistocene around 12,000 years ago. Aridity had pushed the grasslands preferred by the wren to the north, and with subsequent wetter warmer conditions it once again spread southwards and met the eastern form in northern Queensland and intermediate forms arose. The distribution of the three bi-coloured fairywren species indicates their ancestors lived across New Guinea and northern Australia in a period when sea levels were lower and the two regions were joined by a land bridge. Populations then became separated as sea levels rose, and New Guinea birds evolved into the white-shouldered fairywren, while Australian forms evolved into the red-backed fairywren and the arid-adapted white-winged fairywren. A 2017 genetic study using both mitochondrial and nuclear DNA found the ancestors of the red-backed and white-shouldered fairywrens diverged from each other around 3 million years ago, and their common ancestor diverged around 5 million years ago from a lineage that gave rise to the white-winged fairywren. ## Description The smallest member of the genus Malurus, the red-backed fairywren measures 11.5 centimetres (4.5 in) and weighs 5–10 g (0.18–0.35 oz), averaging around 8 g (0.28 oz). The tail is approximately 6 centimetres (2.4 in) long and is black in the breeding male, and brown in eclipse males, females, and juvenile birds. Averaging 8.6 mm (0.3 in), the bill is relatively long, narrow, pointed, and wider at the base. Wider than it is deep, the bill is similar in shape to those of other birds that feed by probing or picking insects off of their environs. Like other fairywrens, the red-backed fairywren is notable for its marked sexual dimorphism; the male adopts full breeding plumage by the fourth year, later than all other fairywrens apart from the closely related white-winged fairywren. The male in breeding plumage has a black head and body with striking red back and brown wings. At other times it has a brown upper body and white underparts. Some males, mainly younger, remain in eclipse plumage while breeding. The female looks remarkably similar with a buff brown body and a yellowish spot under the eye. The female of this species differs from those of other fairywren species in that it lacks a blue tint in the tail. Geographically, it follows Gloger's rule; female birds have whiter bellies and paler brown upperparts inland in sunnier climates. Juveniles of both sexes look very similar to females. ### Vocalizations The typical song used by the red-backed fairywren to advertise its territory is similar to that of other fairywrens, namely a reel made up of an introductory note followed by repeated short segments of song, starting weak and soft and ending high and shrill with several syllables. The call is mostly made by the male during mating season. Birds will communicate with one another while foraging with a soft ssst, barely audible further than 10–15 m (33–49 ft) away. The alarm call is a high-pitched zit. ## Distribution and habitat The red-backed fairywren is endemic to Australia and can be seen along rivers and the coast from Cape Keraudren in northern Western Australia through the Kimberleys, Arnhem Land and the Gulf Country and into Cape York, with the Selwyn Range and upper reaches of the Flinders River as a southern limit. It is also found on the nearby offshore islands Groote Eylandt, Sir Edmund Pellew, Fraser, Melville and Bathurst Islands. Its range extends all the way down the east coast east of the Great Dividing Range to the Hunter River in New South Wales, preferring wet, grassy tropical or sub-tropical areas, with tall grasses such as blady grass (Imperata cylindrica), species of Sorghum, and Eulalia. It is not a true migrant, although it may be locally nomadic due to changes in vegetation, and may leave its territory after the breeding season. The species will retreat to fire-resistant cover at times of fire. The red-backed fairywren avoids arid habitats, and is replaced to the south of its range by the white-winged fairywren. ## Behaviour and ecology The red-backed fairywren is diurnal, and becomes active at dawn, and again in bursts throughout the day. When not foraging, birds often shelter together. They roost side-by-side in dense cover and engage in mutual preening. The usual form of locomotion is hopping, with both feet leaving the ground and landing simultaneously. However, a bird may run when performing the rodent-run display. Its balance is assisted by a relatively long tail, which is usually held upright and is rarely still. The short, rounded wings provide good initial lift and are useful for short flights, though not for extended jaunts. Birds generally fly in a series of undulations for a maximum of 20 or 30 m (66 or 98 ft). In dry tall grasslands in monsoonal areas, the change in vegetation may be so great due to either fires or wet season growth that birds may be more nomadic and change territories more often than other fairywrens. They form more stable territories elsewhere, such as in coastal areas. Cooperative breeding is less common with this species than with other fairywrens; helper birds have been sporadically reported, but the red-backed fairywren has been little studied. Both the male and female adult red-backed fairywren may utilise the rodent-run display to distract predators from nests with young birds. The head, neck and tail are lowered, the wings are held out and the feathers are fluffed as the bird runs rapidly and voices a continuous alarm call. ### Courtship and breeding During the mating season, the male moults its brown feathers and displays a fiery red plumage. It may fluff out its red back and shoulder feathers so that they cover part of the wings in a puffball-display. It will fly about and confront another male to repel it, or to assert dominance over a female. It also picks red petals and sometimes red seeds and presents them to other birds. Ninety percent of the time, this is presented to a female in what appears to be a courtship ritual. In the remaining ten percent of instances, it presents to another male as an apparent act of aggression. Over half the red-backed fairywrens in an area can be found in pairs during the mating season. This is apparently a defence against the resource-limited nature of the environment. It is more difficult to maintain a larger interdependent group during dry spells, so the birds try to stay in pairs or smaller groups, which include adults that help parents look after young. Paternity tests have shown that an older male with bright plumage has much more success in the mating season and can mate with more than one female. Accordingly, it has higher sperm storage and makes more mating overtures towards females. A male with browner and less bright plumage or a younger male with bright plumage has a much lower success rate than a bright, older male for mating. Further, an unpaired male serves as a helper to a mated pair in feeding and care of young. After the male pairs, his bill darkens within three weeks. This is much easier to control than plumage, as moulting takes time and is controlled by seasonality. The bill is vascular and much easier to change in response to the pairings. The mating season lasts from August to February, and coincides with the arrival of the rainy season in northern Australia. The female does the bulk of the nest building, although the male does assist; this is not typical for other birds of the genus Malurus. Concealed in grass tussocks or low shrubs, the spherical nest is constructed of dried grasses and usually lined with smaller, finer grasses and hair. Nests examined in southeast Queensland tended to be larger and untidier than those in northern Australia; the former measured 12–15 centimetres (4.7–5.9 in) high by 9–12 centimetres (3.5–4.7 in) wide and bore a partly covered entrance of 3–6 centimetres (1.2–2.4 in) in diameter, whereas the latter average around 10–13 centimetres (3.9–5.1 in) in height by 6–8 centimetres (2.4–3.1 in) wide with a 2–4 centimetres (0.79–1.57 in) entrance. Construction takes around one week, and there may be an interval of up to another seven days before eggs are laid. The eggs produced are white with reddish-brown spots in clutches of three to four, and measure 14.5–17 millimetres (0.57–0.67 in) × 10–13 millimetres (0.39–0.51 in); those of M. m. melanocephalus are a little larger than those of M. m. cruentatus''. The eggs are incubated for two weeks by the female alone. The nestlings are hidden under cover for one week after hatching. The juveniles depend on parents and helpers for approximately one month. They learn to fly between 11–12 days after hatching. Broods hatched earlier in the season will help to raise the broods hatched later on. They will stay as a clutch group for the season after hatching. ## Predators and threats Adults and their young may be preyed upon by mammals such as the feral cat and red fox, reptiles such as goannas, rodents, and native predatory birds, such as the Australian magpie, butcherbird species, blue-winged kookaburra, crows and ravens, and shrike-thrushes.
30,125,776
Peveril Castle
1,149,531,537
Ruined 11th-century castle overlooking the village of Castleton in Derbyshire
[ "Castles in Derbyshire", "Castleton, Derbyshire", "English Heritage sites in Derbyshire", "Grade I listed buildings in Derbyshire", "Grade I listed castles", "Ruins in Derbyshire", "Scheduled monuments in Derbyshire", "Tourist attractions in Derbyshire", "Tourist attractions of the Peak District" ]
Peveril Castle (also Castleton Castle or Peak Castle) is a ruined 11th-century castle overlooking the village of Castleton in the English county of Derbyshire. It was the main settlement (or caput) of the feudal barony of William Peverel, known as the Honour of Peverel, and was founded some time between the Norman Conquest of 1066 and its first recorded mention in the Domesday Survey of 1086, by Peverel, who held lands in Nottinghamshire and Derbyshire as a tenant-in-chief of the king. The town became the economic centre of the barony. The castle has views across the Hope Valley and Cave Dale. William Peveril the Younger inherited his father's estates, but in 1155 they were confiscated by King Henry II. While in royal possession, Henry visited the castle in 1157, 1158, and 1164, the first time hosting King Malcolm IV of Scotland. During the Revolt of 1173–1174, the castle's garrison was increased from a porter and two watchmen to a force led by twenty knights shared with the castles of Bolsover and Nottingham. The Earls of Derby had a claim to the Peveril family's estates through marriage, and in 1199 William de Ferrers, the fourth earl, paid 2,000 marks for the Peak lordship, although the castle remained under royal control. The closest Peveril Castle came to seeing battle was in 1216, when King John gave the castle to William de Ferrers, but the castellan refused to relinquish control. Although they were both John's supporters, the king authorised the earl to use force to evict the castellan, who eventually capitulated, although there is no evidence that the castle was assaulted. In 1223 the castle returned to the Crown. In the 13th century there were periods of building work at the castle, and by 1300 its final form had been established. Toward the end of the 14th century, the barony was granted to John of Gaunt, Duke of Lancaster. Having little use for the castle, he ordered some of its material to be stripped out for re-use, marking the beginning of its decline. From the time of John of Gaunt to the present day, the castle has been owned and administered by the Duchy of Lancaster. Peveril Castle became less important administratively, and by 1609 it was "very ruinous and serveth for no use". In the 19th century, Sir Walter Scott featured the castle in his novel Peveril of the Peak. The site is situated in a national park, and cared for by English Heritage. Peveril Castle is protected as a scheduled monument and a Grade I listed building. ## History Peveril Castle stands on a limestone outcrop overlooking the west end of Hope Valley, in the midst of an ancient landscape. Overlooking the head of the valley, 2 km to the west, is Mam Tor, a Bronze Age hill fort, and 2 miles (3 km) to the east at Brough-on-Noe is the Roman fort of Navio. The valley formed a natural line of communication and had extra importance due to valuable mineral resources in the area, particularly lead. ### From the Norman Conquest The small Hope Castle lay halfway along the valley. The castle's founder, William Peveril, was a follower of William the Conqueror and was rewarded for supporting him during the Norman Conquest. The first mention of him in England records that in 1068 he was granted the new castle at Nottingham by William the Conqueror, who was in the process of subduing the Midlands and northern England. An unsubstantiated legend states that Peveril was William's illegitimate son. By the Domesday Book of 1086, Peveril had become a powerful landowner, with holdings in Nottinghamshire and Derbyshire. The exact year he founded the castle is uncertain, although it must have been started by 1086 as it is recorded in the Domesday Book, one of 48 castles mentioned in the survey and the only one in Derbyshire. The castle was recorded as standing at Pechesers which has been translated as both "Peak's Tail" and "Peak's Arse". Although the earliest Norman castles were usually built in timber, Peveril Castle seems to have been designed from outset to be built in stone. William Peveril had custody of royal lands such as the district of Hope, and although he had his own estates, he relied on continued royal favour to maintain power in this way. In 1100 the new king, Henry I, granted William "his demesne in the Peak". Thus the Peak became an independent lordship under William Peveril's control, and the castle became an important centre of administration for the area, allowing the collection of taxes. Castleton benefited from the castle's new status and began to grow as the lordship's economic heart. William Peveril died in 1114 and was succeeded by his son, William Peveril the Younger. In the civil war known as The Anarchy between King Stephen and the Empress Matilda, Peveril backed the losing side and his fortunes suffered after his capture at the Battle of Lincoln in 1141. In 1153 Peveril was suspected of attempting to poison Ranulf de Gernon, 4th Earl of Chester. In 1153 the future King Henry II accused Peveril of "plundering and treachery" and threatened to confiscate his estates and hand them over to the Earl of Chester. Two years later Henry, now king, followed through his threat. The Earl of Chester was dead by this time, and the king kept the property for himself. Once under royal control, Peveril became the administrative centre of the Forest of High Peak. William Peveril the Younger died in 1155, and as his only male heir had predeceased him, the family's claim on the confiscated estates was taken up by the husband of William's daughter, Margaret Peveril. Margaret had married Robert de Ferrers, 2nd Earl of Derby. King Henry II visited Peveril Castle three times during his reign. During the first visit, in 1157, he hosted King Malcolm IV of Scotland who paid homage to Henry after ceding Cumberland and Westmorland to the English king. Henry II visited again in 1158 and 1164. When a group of barons led by Henry's sons Henry the Young King, Geoffrey, Duke of Brittany, and Prince Richard, later Richard the Lionheart, took part in the Revolt of 1173–1174 against the king's rule, the king spent £116 on building work at Peveril and Bolsover Castles in Derbyshire. The garrison was also increased. Previously Peveril was guarded by two watchmen and a porter, but this was expanded to a force led by 20 knights shared with Bolsover and Nottingham castles during the revolt. After the revolt ended in 1174, further steps were taken to improve Peveril Castle, and the Pipe Rolls (records of royal expenditure) show that between 1175 and 1177 £184 was spent on building the keep. Building in stone was expensive, and though Peveril's keep was small, moderately-sized stone castles such as the contemporary Orford could cost thousands of pounds. Henry II's average income during his reign has been estimated to be around £10,000 per year. As few documents have survived, it is uncertain when parts of the castle were built, and archaeological investigations have been unsuccessful in dating the stonework. Henry II died in 1189 and was succeeded by his son, Richard the Lionheart. Soon after his coronation, Richard granted the lordship of the Peak, including the castle, to his brother John. While Richard was on crusade, John rebelled and on his return Richard confiscated the lordship. John became king in 1199 after Richard's death. William de Ferrers, 4th Earl of Derby maintained the claim of the Earls of Derby to the Peveril estates. He paid King John 2000 marks (£1333) for the lordship of the Peak, but the Crown retained possession of Peveril and Bolsover Castles. John finally gave Ferrers these castles in 1216 to secure his support in the face of country-wide rebellion. However, the castellan Brian de Lisle refused to hand them over. Although de Lisle and Ferrers were both King John's supporters, the king gave Ferrers permission to use force to retake the castles. ### Henry III The situation was still chaotic when King Henry III became king after his father's death in 1216. Although Bolsover fell to Ferrers' forces in 1217 after a siege, there is no indication that Peveril was assaulted, and it is likely that Brian de Lisle negotiated his surrender. Ferrers only had possession of the lordship until King Henry III came of age. When the time came he was reluctant to hand over the property, and after an initial deadlock the Crown took control in 1223. Although contemporary Pipe Roll records of expenditure at Peveril survive, they do not specify how the money was spent. As a result, it is unclear what constitutes maintenance and what marks substantial construction work; however, Richard Eales, who wrote the 2006 English Heritage guidebook, suggests that there were two periods of building, when sums spent were larger than usual: £54 in 1204–1207 and £67 in 1210–1212. The medieval historian Sidney Painter estimated that in about 1200 there were only seven magnates in England whose annual income exceeded £400 and a knight could easily live on £10 to £20 per year. The rest of the 13th century was relatively peaceful, and records show that Peveril Castle was maintained by the Crown. In 1235, in preparation for the king's visit, the north wall and bridge were repaired. After significant work in 1250–52 (£60 spent), 1272–1275 (£40) and 1288–1290 (£151), it is likely that the castle buildings were complete by 1300. King Henry gave Prince Edward (later King Edward I) Peveril Castle along with the County Palatine of Chester with the royal holdings in Wales and Ireland. Some of the lands, including Peveril, were made part of Eleanor of Castile's dower, to come into her possession should her husband, Prince Edward, die. At this time, the Peak lordship was worth around £300 a year. At the outbreak of the Second Barons' War in 1264, Peveril Castle was occupied by Robert de Ferrers, 6th Earl of Derby. Simon de Montfort pressured King Henry III into giving him Peveril, although it was recovered by the Crown after De Montfort's death in 1265. The castle was returned to Eleanor's dower, and as she predeceased her husband the lordship returned into royal hands. Its income was used to provide for members of the royal family such as King Edward II's queen, Isabella of France, and their children, and royal favourites such as Piers Gaveston. In 1331 Edward III gave the lordship to his wife, Philippa of Hainault. It was given to John de Warenne, 7th Earl of Surrey, in 1345. After its return to the Crown, the estate was given to John of Gaunt, Edward III's third surviving son, partially in exchange for the Earldom of Richmond. ### The Lancastrians John of Gaunt's ownership marked the start of Peveril Castle's decline. He was the richest nobleman in England and held several castles. As Peveril Castle was relatively unimportant, John decided not to maintain it and in 1374 gave orders to strip the lead from the buildings for re-use at Pontefract Castle. It was inherited by his son Henry Bolingbroke, later King Henry IV, and remained under royal control, administered by the Duchy of Lancaster. During the 15th century, Peveril became less important as administrative functions were moved elsewhere. Although other castles administered by the Duchy of Lancaster were repaired in 1480, there is no indication that this happened at Peveril. A survey conducted for the Duchy in 1561 revealed that Peveril was in a state of decay, and as a result, along with Donnington, was one of two castles that were subsequently abandoned. The castle however hosted local courts until 1600. A survey in 1609 found that Peveril was "very ruinous and serveth for no use". At some point in the post-medieval period the keep's facing stone was removed from three sides. The steep slope prevented the removal of the stone from the fourth side. At one point, the castle was used to house animals. ### Modern era With the advent of the railways in the 19th century, the area became a tourist attraction. The Duchy of Lancaster undertook maintenance in the 19th century to ensure the castle's condition did not deteriorate further, mostly by clearing rubble and adding mortar. Sir Walter Scott's 1823 novel Peveril of the Peak, set in the mid 17th century, described the castle ruins. In 1932 the Duchy gave custody of the castle to the Office of Works, while retaining ownership. The site is today cared for by English Heritage, the successor to the Office of Works. The surrounding landscape has been protected as a national park since 1951. The castle is a scheduled monument, which means it is a "nationally important" historic building and archaeological site which has been given protection against unauthorised change. It is also a Grade I listed building (first listed in 1985), and recognised as an internationally important structure. It has been described as "perhaps the finest medieval landmark of the Peak District", and architectural historian Nikolaus Pevsner remarked that it is "By far the most important castle in the county – in fact the only one of importance". Before Duffield Castle in the south of the county was destroyed in 1266 it had one of the largest keeps in England, though only the foundations survive. Film of Peveril Castle in 1945 is held by the Cinema Museum in London. Ref HM0365. ## Layout Peveril Castle in Castleton is roughly triangular in shape, about 90 by 65 m (295 by 213 ft), on top of a hill overlooking the Hope Valley. The land slopes steeply away from the castle's perimeter, forming an almost sheer face to the south east, and the winding approach from the north is the most practical way to the castle. Not only was the site naturally defensible, but its prominence would have allowed the castle to be a highly visible symbol of the builder's power. The town of Castleton provided supplies to the castle. It commands views of Hope Valley below and Treak Cliff, Mam Tor, Black Tor, and Lose Hill. The castle was entered through the gatehouse to the east. Its design was simple, 7 m (23 ft) wide with a passage 2.5 m (8 ft 2 in) across. Little survives, although earlier drawings contain details of mouldings that suggest the structure was built in the 12th century, perhaps by Henry II or King John. The curtain walls enclosing the castle show the multiple phases of construction at Peveril, with stonework from the Norman period – differentiated by the use of opus spicatum – to modern repairs. The walls were surmounted by walkways, which next to the gatehouse would have stood about 5 m (16 ft) above the ground level immediately outside the castle. In the 12th century, a tower projecting less than 2 m (6 ft 7 in) was added to the north wall. In Eales' opinion, it "would have been of limited military value, compared with the boldly projecting towers of later castles" which allowed defenders to deploy flanking fire along the base of the walls. The land within the castle slopes downwards from west to east. Water storage would have been a concern for the garrison of the castle, but how they procured water is uncertain. The southern curtain wall is a modern replacement along the line of the medieval wall. There are the remains of two round or semi-circular towers projecting from the wall. Enough of one tower survives that one can see the use of Roman tiles in the construction, probably from the fort of Navio 2 mi (3 km) away. It is uncertain when these towers were built, although it is thought they may date from the 13th century. Foundations mark the position of buildings abutting the south wall, probably the old hall and a chapel. A document from 1246 recorded a chapel at the castle; the remains of the easternmost building against the south wall are assumed to mark the site of the chapel, as they are oriented roughly east–west. Foundations at the west end of the north wall mark a large building: probably a hall where the lord of the castle would have eaten and entertained high-status guests. It is unclear when the new hall was built, probably replacing the old hall in the south of the castle, although an "old hall" was mentioned in a document of 1251, implying there was also a new hall by that time. The kitchen and food stores would have stood at the east end of the hall, although little remains of those structures. Buildings were also constructed against the west curtain wall, probably high-status apartments. Although the main approach to Peveril Castle was from the north, there was also a gate in the west, reached via a bridge spanning the gorge and linking the castle with an enclosure on the other side. As it has not been excavated, the exact form the enclosure took is uncertain. Its purpose is also a matter of speculation, whether it was an elaborate outer bailey for defence or used for storage and stabling. The keep occupies the southern corner of Peveril Castle. Construction probably began in around 1176, instigated by Henry II. Its plan is square, measuring less than 12 by 12 m (39 by 39 ft), and the parapet is 15 m (49 ft) above the keep's base; as the ground is uneven, on the other side it rises 10.5 m (34 ft) above ground level. It is smaller than contemporary royal keeps such as those at Dover and Scarborough Castles. Today the exterior is coarse, but originally the facing would have been smooth; the south-east side, where the steep natural slope prevented removal of the facing stone, gives an idea of how it may once have appeared. A projection in the south-east face of the keep housed a garderobe. As was usual with Norman keeps, Peveril's was entered through the first floor and was accessed by a staircase. This entrance level would have been a large public room and the basement used for storage. A narrow staircase in the east corner allowed access to the basement and the wall walk around the top of the keep. ## See also - Castles in Great Britain and Ireland - List of castles in Derbyshire - Grade I listed buildings in Derbyshire - Listed buildings in Castleton, Derbyshire
73,375
Bride of Frankenstein
1,168,722,284
1935 American science-fiction horror film by James Whale
[ "1930s American films", "1930s English-language films", "1930s LGBT-related films", "1930s monster movies", "1930s science fiction horror films", "1935 films", "1935 horror films", "American LGBT-related films", "American black-and-white films", "American science fiction horror films", "American sequel films", "Cultural depictions of Lord Byron", "Cultural depictions of Mary Shelley", "Cultural depictions of Percy Bysshe Shelley", "Films about weddings", "Films based on horror novels", "Films directed by James Whale", "Films scored by Franz Waxman", "Films set in 1899", "Films set in Europe", "Films set in castles", "Films with screenplays by John L. Balderston", "Frankenstein (Universal film series)", "Murder–suicide in films", "United States National Film Registry films", "Universal Pictures films" ]
Bride of Frankenstein is a 1935 American science fiction horror film, and the first sequel to Universal Pictures' 1931 film Frankenstein. As with the first film, Bride of Frankenstein was directed by James Whale starring Boris Karloff as the Monster and Colin Clive as Dr. Frankenstein. The sequel features Elsa Lanchester in the dual role of Mary Shelley and the titular character at the end of the film. Colin Clive reprises his role as Henry Frankenstein, and Ernest Thesiger plays the role of Doctor Septimus Pretorius. Oliver Peters Heggie plays the role of the old blind hermit. Taking place immediately after the events of the earlier film, it is rooted in a subplot of the original Mary Shelley novel, Frankenstein; or, The Modern Prometheus (1818). Its plot follows a chastened Henry Frankenstein as he attempts to abandon his plans to create life, only to be tempted and finally blackmailed by his old mentor Dr. Pretorius, along with threats from the Monster, into constructing a mate for the Monster. The preparation to film the sequel began shortly after the premiere of the first film, but script problems delayed the project. Principal photography began in January 1935, with creative personnel from the original returning in front of and behind the camera. Bride of Frankenstein was released to critical and popular acclaim, although it encountered difficulties with some state and national censorship boards. Since its release the film's reputation has grown, and it is now frequently considered one of the greatest sequels ever made; many fans and critics consider it to be an improvement on the original, and it has been hailed as Whale's masterpiece. In 1998, it was selected by the Library of Congress for preservation in the United States National Film Registry, having been deemed "culturally, historically or aesthetically significant". ## Plot In a castle on a stormy night, Percy Bysshe Shelley and Lord Byron praise Mary Shelley for her story of Frankenstein and his Monster. She reminds them that her intention for writing the novel was to impart a moral lesson, the consequences of a mortal man who tries to play God. Mary says she has more of the story to tell. The scene shifts to the end of the 1931 Frankenstein, in 1899. Villagers gathered around the burning windmill cheer the apparent death of the Monster. Hans, the father of the girl the creature drowned in the previous film, wants to see the Monster's bones. He falls into a flooded pit underneath the mill, where the Monster—having survived the fire—strangles him. Hauling himself from the pit, the Monster casts Hans' wife to her death. He next encounters Frankenstein's servant Minnie, who flees in terror. The body of Henry Frankenstein, who is thought to have died at the windmill, is returned to his fiancée Elizabeth at his ancestral castle home. Minnie arrives to sound the alarm about the Monster, but her warning goes unheeded. Elizabeth, seeing Henry move, realizes he is still alive. Nursed back to health by Elizabeth, Henry has renounced his creation, but still believes he may be destined to unlock the secret of life and immortality. A hysterical Elizabeth cries that she foresees death. Henry visits the lab of his former mentor Doctor Septimus Pretorius, where Pretorius shows Henry several homunculi he has created. Pretorius wishes to work with Henry to create a mate for the Monster, with the proposed venture involving Pretorius growing an artificial brain while Henry gathers parts for the mate. The Monster saves a young shepherdess from drowning. Her screams upon seeing him alert two hunters, who shoot and injure the Monster. The hunters raise a mob that sets out in pursuit. Captured and trussed to a pole, the Monster is hauled to a dungeon and chained. Left alone, he breaks his chains, overpowers the guards, and escapes into the woods. That night, following the sound of a violin playing "Ave Maria", the Monster encounters an old blind hermit who thanks God for sending him a friend. He teaches the monster words like "friend" and "good" and shares a meal with him. Two lost hunters stumble upon the cottage and recognize the Monster. He attacks them and accidentally burns down the cottage as the hunters lead the hermit away. Taking refuge from another angry mob in a crypt, the Monster spies Pretorius and his cronies Karl and Ludwig breaking open a grave. The henchmen depart as Pretorius stays to enjoy a light supper. The Monster approaches Pretorius, eats some of his food, and learns that Pretorius plans to create a mate for him. Henry and Elizabeth, now married, are visited by Pretorius. When Henry expresses his refusal to assist with Pretorius' plans, Pretorius calls in the Monster, who demands Henry's help. Henry again refuses, and Pretorius orders the Monster out, secretly signaling him to kidnap Elizabeth. Pretorius guarantees her safe return upon Henry's participation. Henry returns to his tower laboratory where, despite himself, he grows excited over his work. After being assured of Elizabeth's safety, Henry completes the Bride's body. A storm rages as final preparations are made to bring the Bride to life. Her bandage-wrapped body is raised through the roof, where electricity is harnessed from lightning to animate her. Henry and Pretorius lower her and, after realizing their success in bringing her to life, remove her bandages and help her to stand, as the Bride of Frankenstein is born. The Monster comes down the steps after killing Karl on the rooftop and sees his mate. The excited Monster reaches out to her and asks: "Friend?" The Bride, screaming, rejects him. The dejected Monster observes: "She hate me! Like others". As Elizabeth races to Henry's side, the Monster rampages through the laboratory. When Pretorius warns that the Monster's actions are about to destroy them all, the Monster pauses and tells Henry and Elizabeth: "Go! You live! Go!" To Pretorius and the Bride, he says: "You stay. We belong dead". While Henry and Elizabeth flee, the Monster looks at the Bride who hisses at him. Shedding a tear, he pulls a lever to trigger the laboratory and tower's destruction. ## Cast - Boris Karloff as The Monster (billed as KARLOFF) - Colin Clive as Henry Frankenstein - Valerie Hobson as Elizabeth Frankenstein - Ernest Thesiger as Doctor Pretorius - Elsa Lanchester as Mary Wollstonecraft Shelley and The Monster's Bride (credited as ?) - Gavin Gordon as Lord Byron - Douglas Walton as Percy Bysshe Shelley - Una O'Connor as Minnie - E. E. Clive as the Burgomaster - Lucien Prival as Frankenstein's butler - O. P. Heggie as Hermit - Dwight Frye as Karl, Pretorius' henchman - Ted Billings as Ludwig, Pretorius' henchman - Reginald Barlow as Hans, father of the killed girl Maria - Mary Gordon as Hans' wife - Anne Darling as the shepherdess - J. Gunnis Davis as Uncle Glutz - Walter Brennan as a peasant (uncredited, but with dialogue) - John Carradine as a hunter (uncredited, but with dialogue) ## Production Universal considered making a sequel to Frankenstein as early as its 1931 preview screenings, following which the film's original ending was changed to allow for Henry Frankenstein's survival. James Whale initially refused to direct Bride, believing he had "squeezed the idea dry" on the first film. Kurt Neumann was originally scheduled to replace Whale but decided to film The Black Cat instead. Following the success of Whale's The Invisible Man, producer Carl Laemmle, Jr. realized that Whale was the only possible director for Bride; Whale took advantage of the situation in persuading the studio to let him make One More River. Whale believed the sequel would not top the original, so he decided instead to make it a memorable "hoot". According to a studio publicist, Whale and Universal's studio psychiatrist decided "the Monster would have the mental age of a ten-year-old boy and the emotional age of a lad of fifteen". Screenwriter Robert Florey wrote a treatment entitled The New Adventures of Frankenstein — The Monster Lives!, but it was rejected without comment early in 1932. Universal staff writer Tom Reed wrote a treatment under the title The Return of Frankenstein, a title retained until filming began. Following its acceptance in 1933, Reed wrote a full script that was submitted to the Hays office for review. The script passed its review, but Whale, who by then had been contracted to direct, complained that "it stinks to heaven". L. G. Blochman and Philip MacDonald were the next writers assigned, but Whale also found their work unsatisfactory. In 1934, Whale set John L. Balderston to work on yet another version, and it was he who returned to an incident from the novel in which the creature demands a mate. In the novel Frankenstein creates a mate, but destroys it without bringing it to life. Balderston also created the Mary Shelley prologue. After several months Whale was still not satisfied with Balderston's work and handed the project to playwright William J. Hurlbut and Edmund Pearson. The final script, combining elements of a number of these versions, was submitted for Hays office review in November 1934. Kim Newman reports that Whale planned to make Elizabeth the heart donor for the bride, but film historian Scott MacQueen states that Whale never had such an intention. Sources report that Bela Lugosi and Claude Rains were considered, with varying degrees of seriousness, for the role of Frankenstein's mentor, Pretorius; others report that the role was created specifically for Ernest Thesiger. Because of Mae Clarke's ill health, Valerie Hobson replaced her as Henry Frankenstein's love interest, Elizabeth. Early in production, Whale decided that the same actress cast to play the Bride should also play Mary Shelley in the film's prologue, to represent how the story — and horror in general — springs from the dark side of the imagination. He considered Brigitte Helm and Phyllis Brooks before deciding on Elsa Lanchester. Lanchester, who had accompanied husband Charles Laughton to Hollywood, had met with only moderate success while Laughton had made a strong impact with several films including The Private Life of Henry VIII (for which he had won an Oscar) and Whale's own The Old Dark House. Lanchester had returned alone to London when Whale contacted her to offer her the dual role. Lanchester modeled the Bride's hissing on the hissing of swans. She gave herself a sore throat while filming the hissing sequence, which Whale shot from multiple angles. Colin Clive and Boris Karloff reprised their roles from Frankenstein as creator and creation, respectively. Hobson recalled Clive's alcoholism had worsened since filming the original, but Whale did not recast the role because his "hysterical quality" was necessary for the film. Karloff strongly objected to the decision to allow the Monster to speak: "Speech! Stupid! My argument was that if the monster had any impact or charm, it was because he was inarticulate – this great, lumbering, inarticulate creature. The moment he spoke you might as well ... play it straight". This decision also meant that Karloff could not remove his dental plate, so now his cheeks did not have the sunken look of the original film. Whale and the studio psychiatrist selected 44 simple words for the Monster's vocabulary by looking at test papers of ten-year-olds working at the studio. Dwight Frye returned to play the doctor's assistant, Karl, having played the hunchback Fritz in the original. Frye also filmed a scene as an unnamed villager and the role of "Nephew Glutz", a man who murdered his uncle and blamed the death on the Monster. Boris Karloff is credited simply as KARLOFF, which was Universal's custom during the height of his career. Elsa Lanchester is credited for Mary Wollstonecraft Shelley, but in a nod to the earlier film, the Monster's bride is credited only as "?" just as Boris Karloff had been in the opening credits of Frankenstein. Universal makeup artist Jack Pierce paid special attention to the Monster's appearance in this film. He altered his 1931 design to display the after-effects of the mill fire, adding scars and shortening the Monster's hair. Over the course of filming, Pierce modified the Monster's makeup to indicate that the Monster's injuries were healing as the film progressed. Pierce co-created the Bride's makeup with strong input from Whale, especially regarding the Bride's iconic hair style, based on Nefertiti. Lanchester's hair was given a Marcel wave over a wire frame to achieve the style. Lanchester disliked working with Pierce, who she said "really did feel that he made these people, like he was a god ... in the morning he'd be dressed in white as if he were in hospital to perform an operation". To play Mary Shelley, Lanchester wore a white net dress embroidered with sequins of butterflies, stars, and moons, which the actress had heard required 17 women 12 weeks to make. Lanchester said of her bride costume: "I drank as little liquid as possible. It was too much of an ordeal to go to the bathroom--all those bandages--and having to be accompanied by my dresser". Kenneth Strickfaden created and maintained the laboratory equipment. Strickfaden recycled a number of the fancifully named machines he had created for the original Frankenstein for use in Bride, including the "Cosmic Ray Diffuser", and the "Nebularium". A lightning bolt generated by Strickfaden's equipment has become a stock scene, appearing in any number of films and television shows. The man behind the film's special photographic effects was John P. Fulton, head of the special effects department at Universal Studios at the time. Fulton and David S. Horsley created the homunculi over the course of two days by shooting the actors in full-size jars against black velvet and aligning them with the perspective of the on-set jars. The foreground film plate was rotoscoped and matted onto the rear plate. Diminutive actor Billy Barty is briefly visible from the back in the finished film as a homunculus infant in a high chair, but Whale cut the infant's reveal before the film's release. Whale met Franz Waxman at a party and asked him to score the picture. Whale told him: "Nothing will be resolved in this picture except the end destruction scene. Would you write an unresolved score for it?" Waxman created three distinctive themes: one for the Monster; one for the Bride; and one for Pretorius. The score closes, at Whale's suggestion, with a powerful dissonant chord, intended to convey the idea that the on-screen explosion was so powerful that the theater where the film was being screened was affected by it. Constantin Bakaleinikoff conducted 22 musicians to record the score in a single nine-hour session. Shooting began on January 2, 1935, with a projected budget of US\$293,750 (\$ as of ) – almost exactly the budget of the original – and an estimated 36-day shooting schedule. On the first day, Karloff waded in the water below the destroyed windmill wearing a rubber suit under his costume. Air got into the suit and expanded it like an "obscene water lilly". Later that day, Karloff broke his hip, necessitating a stunt double. Clive had also broken his leg. Shooting was completed on March 7. The film was ten days over schedule because Whale shut down the picture for ten days until Heggie became available to play the Hermit. With a final cost of \$397,023 (\$ as of ), Bride was more than \$100,000 (\$ as of ) over budget. As originally filmed, Henry died fleeing the exploding castle. Whale re-shot the ending to allow for their survival, although Clive is still visible on-screen in the collapsing laboratory. Whale completed his final cut, shortening the running time from about 90 to 75 minutes and re-shooting and re-editing the ending, only days before the film's scheduled premiere date. ## Censorship Bride of Frankenstein was subjected to censorship, both during production by the Hays office and following its release by local and national censorship boards. Joseph Breen, lead censor for the Hays office, objected to lines of dialogue in the originally submitted script in which Henry Frankenstein and his work were compared to that of God. He continued to object to such dialogue in revised scripts, and to a planned shot of the Monster rushing through a graveyard to a figure of a crucified Jesus and attempting to rescue the figure from the cross. Breen also objected to the number of murders, both seen and implied by the script and strongly advised Whale to reduce the number. The censors' office, upon reviewing the film in March 1935, required a number of cuts. Whale agreed to delete a sequence in which Dwight Frye's "Nephew Glutz" kills his uncle and blames the Monster, and shots of Elsa Lanchester as Mary Shelley in which Breen felt too much of her breasts were visible. Despite his earlier objection, Breen offered no objection to the cruciform imagery throughout the film – including a scene with the Monster lashed Christ-like to a pole – nor to the presentation of Pretorius as a coded homosexual. Bride of Frankenstein was approved by the Production Code office on April 15. Following its release with the Code seal of approval, the film was challenged by the censorship board in the state of Ohio. Censors in England and China objected to the scene in which the Monster gazes longingly upon the body intended for reanimation as the Bride, citing concerns that it looked like necrophilia. Universal voluntarily withdrew the film from Sweden because of the extensive cuts demanded, and Bride was rejected outright by Trinidad, Palestine, and Hungary. Additionally, Japanese censors objected to the scene in which Pretorius chases his miniature Henry VIII with tweezers, asserting that it constituted "making a fool out of a king". ## Reception The film had its premiere on April 19 in San Francisco, California, at the Oprheum Theater. The film went into general release on April 20. Bride of Frankenstein was profitable for Universal, with a 1943 report showing that the film had by then earned approximately \$2 million (\$ in money) for the studio, a profit of about \$950,000 (\$ as of ). The film was critically praised upon its release, although some reviewers did qualify their opinions based on the film's being in the horror genre. The New York World-Telegram called the film "good entertainment of its kind". The New York Post described it as "a grotesque, gruesome tale which, of its kind, is swell". The Hollywood Reporter similarly called the film "a joy for those who can appreciate it". Variety did not so qualify its review: "[It is] one of those rare instances where none can review it, or talk about it, without mentioning the cameraman, art director, and score composer in the same breath as the actors and director". Variety also praised the cast, writing that "Karloff manages to invest the character with some subtleties of emotion that are surprisingly real and touching ... Thesiger as Dr. Pretorious [is] a diabolic characterization if ever there was one ... Lanchester handles two assignments, being first in a preamble as author Mary Shelley and then the created woman. In latter assignment she impresses quite highly". In another unqualified review, Time wrote that the film had "a vitality that makes their efforts fully the equal of the original picture ... Screenwriters Hurlbut & Balderston and Director James Whale have given it the macabre intensity proper to all good horror pieces, but have substituted a queer kind of mechanistic pathos for the sheer evil that was Frankenstein". The Oakland Tribune concurred it was "a fantasy produced on a rather magnificent scale, with excellent stagecraft and fine photographic effects". While the Winnipeg Free Press thought that the electrical equipment might have been better suited to Buck Rogers, nonetheless the reviewer praised the film as "exciting and sometimes morbidly gruesome", declaring that "all who enjoyed Frankenstein will welcome his Bride as a worthy successor". The New York Times called Karloff "so splendid in the role that all one can say is 'he is the Monster'". The Times praised the entire principal cast and Whale's direction in concluding that Bride is "a first-rate horror film", and presciently suggested that "the Monster should become an institution, like Charlie Chan". Bride was nominated for one Academy Award, for Sound Recording (Gilbert Kurland). The film's reputation has persisted and grown in the decades since its release. In 1998, the film was added to the United States National Film Registry, having been deemed "culturally, historically or aesthetically significant". Frequently identified as James Whale's masterpiece, the film is lauded as "the finest of all gothic horror movies". Time rated Bride of Frankenstein in its "All-Time 100 Movies", in which critics Richard Corliss and Richard Schickel overruled the magazine's original review to declare the film "one of those rare sequels that is infinitely superior to its source". In 2008, Bride was selected by Empire magazine as one of The 500 Greatest Movies of All Time. Also that year, the Boston Herald named it the second greatest horror film after Nosferatu. In 2016, James Charisma of Playboy ranked the film \#7 on a list of 15 Sequels That Are Way Better Than The Originals. Entertainment Weekly considers the film superior to Frankenstein. ## Interpretations ### Christian imagery Christian imagery appears throughout the film. In addition to the scenes of the Monster trussed in a cruciform pose and the crucified figure of Jesus in the graveyard, the hermit has a crucifix on the wall of his hut – which, to Whale's consternation, editor Ted Kent made glow during a fade-out – and the Monster consumes the Christian sacraments of bread and wine at his "last supper" with the hermit. Horror scholar David J. Skal suggests that Whale's intention was to make a "direct comparison of Frankenstein's monster to Christ". Film scholar Scott MacQueen, noting Whale's lack of any religious convictions, disputes the notion that the Monster is a Christ-figure. Rather, the Monster is a "mockery of the divine" since, having been created by Man rather than God, it "lacks the divine spark". In crucifying the Monster, he says, Whale "pushes the audience's buttons" by inverting the central Christian belief of the death of Christ followed by the resurrection. The Monster is raised from the dead first, then crucified. ### Queer reading In the decades since its release, modern film scholars have noted the possible queer reading of the film. Director James Whale was openly gay, and some of the actors in the cast, including Ernest Thesiger and, according to rumor, Colin Clive, were respectively gay or bisexual. Although James Curtis, Whale's biographer, rejects the notion that Whale would have identified with the Monster from a homosexual perspective, scholars have perceived a gay subtext suffused through the film, especially a camp sensibility, particularly embodied in the character of Pretorius and his relationship with Henry. Gay film historian Vito Russo, in considering Pretorius, stops short of identifying the character as gay, instead referring to him as "sissified", "sissy" itself being Hollywood code for "homosexual". Pretorius serves as a "gay Mephistopheles", a figure of seduction and temptation, going so far as to pull Frankenstein away from his bride on their wedding night to engage in the unnatural act of creating non-procreative life. A novelization of the film published in the United Kingdom made the implication clear, having Pretorius say to Frankenstein: "Be fruitful and multiply. Let us obey the Biblical injunction: you of course, have the choice of natural means; but as for me, I am afraid that there is no course open to me but the scientific way". The Monster, whose affections for the male hermit and the female Bride he discusses with identical language ("friend") has been read as sexually "unsettled" and bisexual. Gender studies author Elizabeth Young writes: "He has no innate understanding that the male-female bond he is to forge with the bride is assumed to be the primary one or that it carries a different sexual valence from his relationships with [Pretorius and the hermit]: all affective relationships are as easily 'friendships' as 'marriages'". Indeed, his relationship with the hermit has been interpreted as a same-sex marriage that heterosexual society will not tolerate: "No mistake – this is a marriage, and a viable one ... But Whale reminds us quickly that society does not approve. The monster – the outsider – is driven from his scene of domestic pleasure by two gun-toting rubes who happen upon this startling alliance and quickly, instinctively, proceed to destroy it", writes cultural critic Gary Morris for Bright Lights Film Journal. The creation of the Bride scene, Morris continues, is "Whale's reminder to the audience – his Hollywood bosses, peers, and everyone watching – of the majesty and power of the homosexual creator". Filmmaker Curtis Harrington, a friend and confidant of Whale's, dismissed this as "a younger critic's evaluation. All artists do work that comes out of the unconscious mind and later on you can analyze it and say the symbolism may mean something, but artists don't think that way and I would bet my life that James Whale would never have had such concepts in mind". Specifically in response to the "majesty and power" reading, Harrington stated: "My opinion is that's just pure bullshit. That's a critical interpretation that has nothing to do with the original inspiration". He concludes: "I think the closest you can come to a homosexual metaphor in his films is to identify that certain sort of camp humor". Whale's companion David Lewis stated flatly that Whale's sexual orientation was "not germane" to his filmmaking: "Jimmy was first and foremost an artist, and his films represent the work of an artist – not a gay artist, but an artist". ## Home media In 1985, MCA Home Video released Bride of Frankenstein on LaserDisc. In the 1990s, MCA/Universal Home Video released the film on VHS as part of the "Universal Monsters Classic Collection", a series of releases of Universal Classic Monsters films. In 1999, Universal released Bride of Frankenstein on VHS and DVD as part of the "Classic Monster Collection". In April 2004, Universal released Frankenstein: The Legacy Collection on DVD as part of the "Universal Legacy Collection". This two-disc release includes Bride of Frankenstein, as well as the original Frankenstein, Son of Frankenstein, and The House of Frankenstein. In 2012, Bride of Frankenstein was released on Blu-ray as part of the Universal Classic Monsters: The Essential Collection box set, which also includes a total of nine films from the Universal Classic Monsters series. In 2014, Universal released Frankenstein: Complete Legacy Collection on DVD. This set contains eight films: Frankenstein, Bride of Frankenstein, Son of Frankenstein, Ghost of Frankenstein, Frankenstein Meets the Wolf Man, The House of Frankenstein, House of Dracula, and Abbott and Costello Meet Frankenstein. In 2015, the six-film Universal Classic Monsters Collection was released on DVD. In 2016, Bride of Frankenstein received a Walmart-exclusive Blu-ray release featuring a glow-in-the-dark cover. That same year, the Complete Legacy Collection was released on Blu-ray. In September 2017, Bride of Frankenstein received a Best Buy-exclusive steelbook Blu-ray release with cover artwork by Alex Ross. Bride of Frankenstein was included in the Universal Classic Monsters: Complete 30-Film Collection Blu-ray box set in August 2018. This box set also received a DVD release. ## See also - Boris Karloff filmography - List of films featuring Frankenstein's monster - Frankenstein in popular culture - Gods and Monsters, a 1998 James Whale biopic that draws its title from a quote from Bride of Frankenstein - List of horror films of the 1930s - List of films featuring miniature people
25,360,247
Thomas Baker (aviator)
1,169,443,688
Australian soldier, aviator and flying ace of the First World War
[ "1897 births", "1918 deaths", "Australian Flying Corps officers", "Australian World War I flying aces", "Australian military personnel killed in World War I", "Australian recipients of the Distinguished Flying Cross (United Kingdom)", "Australian recipients of the Military Medal", "Aviators killed by being shot down", "Military personnel from Adelaide", "People educated at St Peter's College, Adelaide" ]
Thomas Charles Richmond Baker, (2 May 1897 – 4 November 1918) was an Australian soldier, aviator, and flying ace of the First World War. Born in Smithfield, South Australia, he was an active sportsman in his youth and developed a keen interest in aviation. He was employed as a clerk with the Bank of New South Wales, before he enlisted in the Australian Imperial Force in July 1915, for service in World War I. Posted to an artillery unit on the Western Front, he was awarded the Military Medal for carrying out numerous repairs on a communications line while subject to severe artillery fire. In June 1917, Baker was awarded a bar to his decoration for his part in quelling a fire in one of the artillery gun pits that was endangering approximately 300 rounds of shrapnel and high explosive. In September 1917, Baker applied for a position as a mechanic in the Australian Flying Corps. He was instead selected for flight training, and was posted to courses in the United Kingdom. He graduated as a pilot and was commissioned a second lieutenant in March 1918. Posted for active duty in France that June, Baker joined the ranks of No. 4 Squadron AFC. Over the next four months, he rose to the rank of captain and was credited with bringing down 12 German aircraft. He was shot down and killed on 4 November 1918. In February 1919, he was posthumously awarded the Distinguished Flying Cross. ## Early life Thomas Charles Richmond Baker was born in Smithfield, South Australia, on 2 May 1897, the eldest son of Richmond Baker, a schoolmaster and farmer, and his wife Annie Martha (née Gardner). He was educated at St Peter's College in Adelaide. During his school years Baker was an active sportsman, taking part in rowing, tennis and football, in addition to being a member of the cadet corps. In his youth, he acquired an avid interest in aviation, and the construction of model aeroplanes became "his chief hobby". Graduating from secondary school in 1914, he gained employment as a clerk with the Adelaide branch of the Bank of New South Wales. During this time, he joined the 11th Royal Australian Engineers of the Citizens Military Force. ## First World War ### Australian Imperial Force On 29 July 1915, Baker enlisted in the Australian Imperial Force for service during the First World War. Allocated as a reinforcement to the 6th Field Artillery Brigade with the rank of gunner, he embarked from Melbourne aboard HMAT Persic on 22 November, bound for Egypt. On arrival, Baker was posted to the 16th Battery before moving to France for service on the Western Front. Disembarking in France on 1 July 1916, Baker took part in the Somme offensive. On 11 December 1916, Baker was engaged in battle with his unit near Gueudecourt. During the action, he was posted as a telephonist with the forward observation team sent to record the fall of the artillery and secure the range for a bombardment. Their position during this time was on a forward slope of the Australian frontline, which was subject to constant observation and the attention of German snipers. Attempting to maintain communications, Baker ventured out on four occasions during the engagement, each time subject to the heavy artillery barrage from the German forces, and repaired the telephone line in thirty separate places. As a consequence, the 16th Battery was able to align its artillery barrage and destroy the Germans' forward trench. Commended for his "great gallantry" as well as "good service and ... great devotion to duty", Baker was awarded the Military Medal. The announcement for the decoration was published in a supplement to The London Gazette on 19 February 1917. In 1917, the 16th Battery was relocated to the Messines sector of the frontline in Belgium. On 16 March, Baker was admitted to hospital suffering from an illness; he returned to his unit six days later. During the afternoon of 21 June, the unit's position was subject to a severe bombardment of artillery shelling, resulting in an order for all men to evacuate the gun pits and seek cover. As a consequence of the barrage, the camouflage covering one of the gun pits caught fire, endangering approximately 300 rounds of shrapnel and high explosives. The battery sergeant major immediately called for men to assist him in quelling the blaze; Baker and three others volunteered. Despite the continuous shellfire, the four men promptly set about retrieving water from a nearby well and shellholes with buckets "at great personal risk", dousing the fire. The camouflage had been completely destroyed, several sand bags had caught fire, and a few rounds of ammunition were charred. As a result of their actions, Baker's three companions were recommended for the Military Medal, and Baker for a bar to his. The announcement of the decorations was promogulated in a supplement to the London Gazette on 21 August 1917. ### Australian Flying Corps In September 1917, Baker followed his ambition of joining the Australian Flying Corps and applied for a transfer to become an air mechanic when the opportunity arose. His application proved successful, though he was instead selected to become a pilot and was posted for flight training. Embarking for the United Kingdom the following month, he was posted to No. 5 Training Squadron as a cadet pilot for his initial aviation instruction. On 27 March, Baker graduated as a pilot in the Australian Flying Corps and was commissioned as a second lieutenant; he had completed his first solo flight earlier that month. In May, he was posted for a course at No. 2 School of Aerial Fighting and Gunnery. Baker proceeded overseas to France on 15 June 1918 and, on arrival the following day, was posted to No. 4 Squadron AFC piloting Sopwith Camels. On 23 June, he flew his first operational sortie over the German lines; he was promoted to lieutenant four days later. On 31 July, Baker was among a formation of seven Camels tasked with carrying out a patrol over German-held territory. The group crossed over into German lines near Nieppe Forrest, and flew towards Estaires. The Camels soon intercepted a formation of seven Fokker D.VIIs, and the entire patrol immediately dived at the German aircraft. In the ensuing melee, Baker managed to force one of the aircraft down to the ground, thus scoring his first aerial victory. Throughout August 1918, No. 4 Squadron "maintained a high operational tempo" as the Allies launched a new offensive on the Western Front. On 7 August, Baker and two others took off from their squadron aerodrome at Reclinghem; all three machines were carrying a heavy load of bombs. Airborne over Pont-du-Hem, the trio released their bombs over German billets in the area, before spotting two Albatros D.Vs. The three Australians closed in on the two aircraft. Baker engaged an Albatros, his fire severing the left wing of the aircraft, effectively destroying the machine. Nine days later, a formation of 65 aircraft was assembled from No. 88 Squadron RAF, No. 92 Squadron RAF, No. 2 Squadron AFC and Baker's No. 4 Squadron AFC to execute a mass raid on the German aerodrome at Haubourdin. The fleet of aircraft was equipped with a range of incendiary and explosive bombs, in addition to machine gun ammunition. Led by Captain Harry Cobby, the aircraft from No. 4 Squadron were the first to sweep down and assault the target. At one point, Baker pursued a staff car until the vehicle ran up an embankment and flipped over. He later reported that "No one left the car". The raid, which was the largest aerial attack by Allied forces to that date, was highly successful; British estimates concluded that 37 German aeroplanes had been destroyed. On 19 August, Baker led a patrol of six aircraft over Lys. Five days later, he shot down a German balloon while on a lone mission in poor weather, scoring his third aerial victory. At dawn on 30 August, Baker took off on a sortie with Lieutenants Roy King and Oscar Ramsay. Over Laventie, the trio encountered three DFW C.Vs; Baker and King each disposed of one of the aircraft. Baker was granted two weeks' leave to the United Kingdom in early September. Towards the end of that month, No. 4 Squadron relocated to Serny and was soon after re-equipped with the Sopwith Snipe. By the time of the conversion, Baker had achieved flying ace status on the Sopwith Camel, having been credited with shooting down six German aircraft by early October. Baker was promoted to temporary captain and made a flight commander in No. 4 Squadron on 24 October. Two days later, Baker and Lieutenant Thomas Barkell led a formation of nine Snipes. As the patrol drew near Tournai in the afternoon, they intercepted a group of 15 Fokker D.VIIs. The Snipes swept towards the German aircraft, and Baker attempted to engage the formation leader, but the machine guns on his Snipe jammed. He brought in his aircraft for a second attempt, and managed to shoot the Fokker down out of control. In all, the Australians destroyed five of the Fokkers before the engagement ended. On 28 October, Baker was credited with the destruction of a further three German aircraft from two separate patrols into Belgium that day. During the second excursion, he brought one Fokker down out of control, before shooting the other down over Ath. He was airborne again on an offensive patrol the next day. Fifteen Snipes from No. 4 Squadron were detailed for the patrol, and as the party drew near Tournai they encountered approximately 60 Fokker planes already engaged with several British aircraft. Baker led five of the Snipes into the assault, but confusion reigned for several minutes before the men could gain their bearings in the fight. Baker assailed two Fokkers that had been pursuing another Snipe, and was able to destroy one of the aircraft. On 30 October, "considerable activity" was observed at the German aerodrome in Rebaix, and a formation of aircraft from No. 2 Squadron were detailed to bomb the area; an escort of eleven Snipes—including Baker—from No. 4 Squadron was provided. As the bombing was taking place, several Fokker aircraft appeared and were intercepted by the Snipes. In the ensuing battle, Baker critically damaged one of the Fokkers, resulting in the aircraft dropping towards the ground tail-first on its back. The Fokker proved to be Baker's twelfth, and final, aerial victory of the war; he had scored his last five victories in a period of three days. On 4 November 1918, the whole of No. 80 Wing RAF—of which No. 4 Squadron was part—took to the sky in an effort to "harass the German retreat on the Leuze-Ath road" and to bomb the aerodrome to the east of Leuze. A formation of Sopwith Snipes from No. 4 Squadron had been utilised as an escort when the initial raid was carried out, and then to protect the bombers as they returned to the Allied lines. However, when the Australians had executed the latter duty, they were tailed by a patrol of twelve Fokkers. After seeing the bombers off, the Snipes wheeled around to confront the German aircraft. The battle raged for two or three minutes before dying out. As the Snipes re-grouped, they discovered that three pilots were missing; Baker was among the three. Baker and fellow ace Lieutenant Arthur Palliser were initially recorded as missing, but were later found to have fallen victim to Rittmeister Carl Bolle during the battle. ## Legacy Described as "the most gallant airman ... and ... a pilot far above the average" by one of the men in his squadron, Baker was buried in Escanaffles Communal Cemetery, Belgium. His aerial victories were broken down as seven aircraft and one balloon destroyed with an additional four planes driven down out of control, making him No. 4 Squadron's fourth highest scoring ace after Harry Cobby, Roy King and Edgar McCloughry. A stained-glass window at St John's Church of England in Adelaide is dedicated to his memory. On 8 February 1919, the London Gazette carried the posthumous announcement of the award of the Distinguished Flying Cross to Thomas Baker, reading: > Air Ministry, 8th February, 1919. > > His Majesty the KING has been graciously pleased to confer the undermentioned Rewards on Officers and other ranks of the Royal Air Force in recognition of gallantry in flying operations against the enemy: — > > [...] > > AWARDED THE DISTINGUISHED FLYING CROSS. > > [...] > > Lieut. Thomas Charles Richmond Baker, M.M. (Australian F.C.). (FRANCE) > > This officer has carried out some forty low flying raids on hostile troops, aerodromes, etc., and has taken part in numerous offensive patrols; he has, in addition, destroyed eight hostile machines. In all these operations he has shown exceptional initiative and dash, never hesitating to lead his formation against overwhelming odds, nor shrinking from incurring personal danger.
493,502
Ratanakiri province
1,164,453,964
Province of Cambodia
[ "Ratanakiri province", "States and territories established in 1959" ]
Ratanakiri (Khmer: រតនគិរី, UNGEGN: Rôtânôkĭri, ALA-LC: Ratanagirī ; lit. 'Gem Mountains') is a province of northeast Cambodia. It borders the provinces of Mondulkiri to the south and Stung Treng to the west and the countries of Laos (Attapeu) and Vietnam (Gia Lai and Kon Tum) to the north and east, respectively. The province extends from the mountains of the Annamite Range in the north, across a hilly plateau between the Tonlé San and Tonlé Srepok rivers, to tropical deciduous forests in the south. In recent years, logging and mining have scarred Ratanakiri's environment, long known for its beauty. For over a millennium, Ratanakiri has been occupied by the highland Khmer Loeu people, who are a minority elsewhere in Cambodia. During the region's early history, its Khmer Loeu inhabitants were exploited as slaves by neighboring empires. The slave trade economy ended during the French colonial era, but a harsh Khmerization campaign after Cambodia's independence again threatened Khmer Loeu ways of life. The Khmer Rouge built its headquarters in the province in the 1960s, and bombing during the Vietnam War devastated the region. Today, rapid development in the province is altering traditional ways of life. Ratanakiri is sparsely populated; its 184,000 residents make up just over 1% of the country's total population. Residents generally live in villages of 20 to 60 families and engage in subsistence shifting agriculture. Ratanakiri is among the least developed provinces of Cambodia. Its infrastructure is poor, and the local government is weak. Health indicators in Ratanakiri are extremely poor; men's life expectancy is 39 years, and women's is 43 years. Education levels are also low, with just under half of the population illiterate. ## History Ratanakiri has been occupied since at least the Stone or Bronze Age, and trade between the region's highlanders and towns along the Gulf of Thailand dates to at least the 4th century A.D. The region was invaded by Annamites, the Cham, the Khmer, and the Thai during its early history, but no empire ever brought the area under centralized control. From the 13th century or earlier until the 19th century, highland villages were often raided by Khmer, Lao, and Thai slave traders. The region was conquered by local Laotian rulers in the 18th century and then by the Thai in the 19th century. The area was incorporated into French Indochina in 1893, and colonial rule replaced slave trading. The French built huge rubber plantations, especially in Labansiek (present-day Banlung); indigenous workers were used for construction and rubber harvesting. While under French control, the land comprising present-day Ratanakiri was transferred from Siam (Thailand) to Laos and then to Cambodia. Although highland groups initially resisted their colonial rulers, by the end of the colonial era in 1953 they had been subdued. Ratanakiri Province was created in 1959 from land that had been the eastern area of Stung Treng Province. The name Ratanakiri (រតនគិរី) is formed from the Khmer words រតនៈ (rôtânô "gem" from Sanskrit ratna) and គិរី (kĭri "mountain" from Sanskrit giri), describing two features for which the province is known. During the 1950s and 1960s, Norodom Sihanouk instituted a development and Khmerization campaign in northeast Cambodia that was designed to bring villages under government control, limit the influence of insurgents in the area, and "modernize" indigenous communities. Some Khmer Loeu were forcibly moved to the lowlands to be educated in Khmer language and culture, ethnic Khmer from elsewhere in Cambodia were moved into the province, and roads and large rubber plantations were built. After facing harsh working conditions and sometimes involuntary labor on the plantations, many Khmer Loeu left their traditional homes and moved farther from provincial towns. In 1968, tensions led to an uprising by the Brao people in which several Khmer were killed. The government responded harshly, torching settlements and killing hundreds of villagers. In the 1960s, the ascendant Khmer Rouge forged an alliance with ethnic minorities in Ratanakiri, exploiting Khmer Loeu resentment of the central government. The Communist Party of Kampuchea headquarters was moved to Ratanakiri in 1966, and hundreds of Khmer Loeu joined CPK units. During this period, there was also extensive Vietnamese activity in Ratanakiri. Vietnamese communists had operated in Ratanakiri since the 1940s; at a June 1969 press conference, Sihanouk said that Ratanakiri was "practically North Vietnamese territory". Between March 1969 and May 1970, the United States undertook a massive covert bombing campaign in the region, aiming to disrupt sanctuaries for communist Vietnamese troops. Villagers were forced outside of main towns to escape the bombings, foraging for food and living on the run with the Khmer Rouge. In June 1970, the central government withdrew its troops from Ratanakiri, abandoning the area to Khmer Rouge control. The Khmer Rouge regime, which had not initially been harsh in Ratanakiri, became increasingly oppressive. The Khmer Loeu were forbidden from speaking their native languages or practicing their traditional customs and religion, which were seen as incompatible with communism. Communal living became compulsory, and the province's few schools were closed. Purges of ethnic minorities increased in frequency, and thousands of refugees fled to Vietnam and Laos. Preliminary studies indicate that bodies accounting for approximately 5% of Ratanakiri's residents were deposited in mass graves, a significantly lower rate than elsewhere in Cambodia. After the Vietnamese defeated the Khmer Rouge in 1979, government policy toward Ratanakiri became one of benign neglect. The Khmer Loeu were permitted to return to their traditional livelihoods, but the government provided little infrastructure in the province. Under the Vietnamese, there was little contact between the provincial government and many local communities. Long after the fall of the Khmer Rouge regime, however, Khmer Rouge rebels remained in the forests of Ratanakiri. Rebels largely surrendered their arms in the 1990s, though attacks along provincial roads continued until 2002. Ratanakiri's recent history has been characterized by development and attendant challenges to traditional ways of life. The national government has built roads, encouraged tourism and agriculture, and facilitated rapid immigration of lowland Khmers into Ratanakiri. Road improvements and political stability have increased land prices, and land alienation in Ratanakiri has been a major problem. Despite a 2001 law allowing indigenous communities to obtain collective title to traditional lands, some villages have been left nearly landless. The national government has granted concessions over land traditionally possessed by Ratanakiri's indigenous peoples, and even land "sales" have often involved bribes to officials, coercion, threats, or misinformation. Following the involvement of several international non-governmental organizations (NGOs), land alienation had decreased in frequency as of 2006. In the 2000s, Ratanakiri also received hundreds of Degar (Montagnard) refugees fleeing unrest in neighboring Vietnam; the Cambodian government was criticized for its forcible repatriation of many refugees. ## Geography and climate The geography of Ratanakiri Province is diverse, encompassing rolling hills, mountains, plateaus, lowland watersheds, and crater lakes. Two major rivers, Tonle San and Tonle Srepok, flow from east to west across the province. The province is known for its lush forests; as of 1997, 70–80% of the province was forested, either with old-growth forest or with secondary forest regrown after shifting cultivation. In the far north of the province are mountains of the Annamite Range; the area is characterized by dense broadleaf evergreen forests, relatively poor soil, and abundant wildlife. In the highlands between Tonle San and Tonle Srepok, the home of the vast majority of Ratanakiri's population, a hilly basalt plateau provides fertile red soils. Secondary forests dominate this region. South of the Srepok River is a flat area of tropical deciduous forests. Like other areas of Cambodia, Ratanakiri has a monsoonal climate with a rainy season from June to October, a cool season from November to January, and a hot season from March to May. Ratanakiri tends to be cooler than elsewhere in Cambodia. The average daily high temperature in the province is 34.0 °C (93.2 °F), and the average daily low temperature is 22.1 °C (71.8 °F). Annual precipitation is approximately 2,200 millimetres (87 in). Flooding often occurs during the rainy season and has been exacerbated by the recently built Yali Falls Dam. Ratanakiri has some of the most biologically diverse lowland tropical rainforest and montane forest ecosystems in mainland Southeast Asia. One 1996 survey of two sites in Ratanakiri and one site in neighboring Mondulkiri recorded 44 mammal species, 76 bird species, and 9 reptile species. A 2007 survey of Ratanakiri's Virachey National Park recorded 30 ant species, 19 katydid species, 37 fish species, 35 reptile species, 26 amphibian species, and 15 mammal species, including several species never before observed. Wildlife in Ratanakiri includes Asian elephants, gaur, and monkeys. Ratanakiri is an important site for the conservation of endangered birds, including the giant ibis and the greater adjutant. The province's forests contain a wide variety of flora; one half-hectare forest inventory identified 189 species of trees and 320 species of ground flora and saplings. Nearly half of Ratanakiri has been set aside in protected areas, which include Lomphat Wildlife Sanctuary and Virachey National Park. Even these protected areas, however, are subject to illegal logging, poaching, and mineral extraction. Though the province has been known for its relatively pristine environment, recent development has spawned environmental problems. The unspoiled image of the province often conflicts with the reality on the ground: visitors "expecting to find pristine forests teeming with wildlife are increasingly disappointed to find lifeless patches of freshly cut tree stumps". Land use patterns are changing as population growth has accelerated and agriculture and logging have intensified. Soil erosion is increasing, and microclimates are being altered. Habitat loss and unsustainable hunting have contributed to the province's decreasing biodiversity. ## Government and administrative divisions Government in Ratanakiri is weak, largely due to the province's remoteness, ethnic diversity, and recent history of Khmer Rouge dominance. The provincial legal framework is poor, and the rule of law is even weaker in Ratanakiri than elsewhere in Cambodia. Furthermore, government services are ineffective and insufficient to meet the needs of the province. The Cambodian government has traditionally accepted substantial support from NGOs in the region. Thon Saron is the provincial governor. As of the 2017 communal elections, commune councils in Ratanakiri are composed of 207 members representing the CPP, 51 members representing the Cambodia National Rescue Party, and two members representing the Grassroots Democracy Party. Political scientist Caroline Hughes has suggested that the CPP's overwhelming dominance in rural areas such as Ratanakiri stems from the central government's ability to suppress collective action, which in urban areas is offset by international donors and NGOs that provide support for opposition parties. Fifty-one commune council members in Ratanakiri (20%) were women as of the 2012 communal elections, and 98% of Ratanakiri's government staff was Khmer as of 2006. Bou Lam, a member of the CPP, represents Ratanakiri in the National Assembly of Cambodia. Village government in Ratanakiri has both traditional and administrative components. Traditional forms of government, namely village elders and other indigenous institutions, are dominant. Members of each village designate one or more community elders to manage village affairs, mediate conflicts, and ensure that villagers follow customary laws, particularly about land and resource use. Elders do not play an autocratic role, and are instead primarily respected advisors and consensus builders. Village elders are generally male, but women also play a role in the management of the community and its resources. A village may also have a village chief, i.e., a local government person who is appointed by a higher governmental official. The village chief serves as a liaison between the village and outside government officials, but lacks traditional authority. The role of the village chief in village governance may be poorly defined; in one Kreung village, residents told a researcher that they were "very unclear exactly what the work of the village chief entailed." The province is divided into eight districts and one municipality, further divided into 50 communes, as follows: ## Economy and transportation The vast majority of workers in Ratanakiri are employed in agriculture. Most of the indigenous residents of Ratanakiri are subsistence farmers, practicing slash and burn shifting cultivation. (See Culture below for more information on traditional subsistence practices.) Many families are beginning to shift production to cash crops such as cashews, mangoes, and tobacco, a trend that has accelerated in recent years. Ratanakiri villagers have traditionally had little contact with the cash economy. Barter exchange remains widespread, and Khmer Loeu villagers tended to visit markets only once per year until quite recently. As of 2005, monetary income in the province averaged US\$5 per month per person; purchased possessions such as motorcycles, televisions, and karaoke sets have become extremely desirable. Larger-scale agriculture occurs on rubber and cashew plantations. Other economic activities in the province include gem mining and commercial logging. The most abundant gem in Ratanakiri is blue zircon. Small quantities of amethyst, blue sapphire and Peridot are also produced. Gems are generally mined using traditional methods, with individuals digging holes and tunnels and manually removing the gems; recently, however, commercial mining operations have been moving into the province. Logging, particularly illegal logging, has been a problem both for environmental reasons and because of land alienation. In 1997, an estimated 300,000 cubic meters of logs were exported illegally from Ratanakiri to Vietnam, compared to a legal limit of 36,000 cubic meters. John Dennis, a researcher for the Asian Development Bank, described the logging in Ratanakiri as a "human rights emergency". Ratanakiri's tourist industry has rapidly expanded in recent years: visits to the province increased from 6,000 in 2002 to 105,000 in 2008 and 118,000 in 2011. The region's tourism development strategy focuses on encouraging ecotourism. Increasing tourism in Ratanakiri has been problematic because local communities receive very little income from tourism and because guides sometimes bring tourists to villages without residents' consent, disrupting traditional ways of life. A few initiatives have sought to address these issues: a provincial tourism steering committee aims to ensure that tourism is non-destructive, and some programs provide English and tourism skills to indigenous people. Ox-cart and motorcycle are common means of transportation in Ratanakiri. The provincial road system is better than in some parts of the country, but remains in somewhat bad condition. National Road 78 between Banlung and the Vietnam border was built between 2007 and 2010; the road was expected to increase trade between Cambodia and Vietnam. There is a small airport in Banlung, but commercial flights to Ratanakiri have long been discontinued. ## Demographics and towns As of 2013, Ratanakiri Province had a population of approximately 184,000. Its population nearly doubled between 1998 and 2013, largely due to internal migration. In 2013, Ratanakiri made up 1.3% of Cambodia's total population; its population density of 17.0 residents per square kilometer was just over one fifth the national average. About 70% of the province's population lives in the highlands; of the other 30%, approximately half live in more urbanized towns, and half live along rivers and in the lowlands, where they practice wetland rice cultivation and engage in market activities. Banlung, the provincial capital located in the central highlands, is by far the province's largest town, with a population of approximately 25,000. Other significant towns include Veun Sai in the north and Lomphat in the south, with populations of 2,000 and 3,000 respectively. In 2013, 37% of Ratanakiri residents were under age 15, 52% were age 15 to 49, 7% were age 50 to 64, and 3% were aged 65 or older; 49.7% of residents were male, and 50.3% were female. Each household had an average of 4.9 members, and most households (85.6%) were headed by men. While highland peoples have inhabited Ratanakiri for well over a millennium, lowland peoples have migrated to the province in the last 200 years. As of 2013, various highland groups collectively called Khmer Loeu made up approximately half of Ratanakiri's population, ethnic Khmers made up 36%, and ethnic Lao made up 10%. Within the Khmer Loeu population, 35% were Tampuan as of 1996, 24% were Jarai, 23% were Kreung, 11% were Brou, 3% were Kachok, and 3% were Kavet, with other groups making up the remaining one percent. There are also very small Vietnamese, Cham, and Chinese minorities. Though the official language of Ratanakiri (like all of Cambodia) is Khmer, each indigenous group speaks its own language. Less than 10% of Ratanakiri's indigenous population can speak Khmer fluently. ## Health, education, and development Health indicators in Ratanakiri are the worst in Cambodia. Life expectancy is 39 years for men and 43 years for women. Malaria, tuberculosis, intestinal parasites, cholera, diarrhea, and vaccine-preventable diseases are endemic. Ratanakiri has very high rates of maternal and child mortality; in Ratanakiri and neighboring Mondulkiri (whose figures were combined in the most recent survey), over 10% of children die before the age of five. Ratanakiri also has the country's highest rates of severe malnutrition. Ratanakiri residents' poor health can be attributed to a variety of factors, including poverty, remoteness of villages, poor quality medical services, and language and cultural barriers that prevent Khmer Loeu from obtaining medical care. The province has one referral hospital, 10 health centers, and 17 health posts. Medical equipment and supplies are minimal, and most health facilities are staffed by nurses or midwives, who are often poorly trained and irregularly paid. As of 1998, Ratanakiri had 76 primary schools, one junior high school, and one high school. Education levels, particularly among Khmer Loeu, are very low. A 2002 survey of residents in six villages found that fewer than 10% of respondents had attended any primary school. Access to education is limited because of the expense of books, distance to schools, children's need to contribute to their families' livelihood, frequent absence of teachers, and instruction that is culturally inappropriate and in a language foreign to most students. Only 55% of Ratanakiri adults were literate as of 2013 (compared to 80% in Cambodia overall). Bilingual education initiatives, in which students begin instruction in native languages and gradually transition to instruction in Khmer, began in Ratanakiri in 2002 and appear to have been successful. The programs aim to make education more accessible to speakers of indigenous languages, as well as to give Khmer Loeu access to national political and economic affairs by providing Khmer language skills. Ratanakiri is one of the least developed provinces in Cambodia. As of 2013, the average home had 1.9 rooms, and only 14.9% of buildings in the province had permanent roofs, walls, and flooring. Relatively few households (27.8%) had toilet facilities. The largest share of households (38.0%) obtained water from springs, streams, ponds, or rain; much of the remainder obtained water from protected (23.9%) or unprotected (15.1%) dug wells. Only 21.6% of Ratanakiri residents obtained water from sources that are considered safe (purchased water, piped water, or tube/piped wells). Household water sources were within the home for 28.0% of households, near the home for 39.1%, and away from the home for 32.9%. The most common source of light was battery power (39.5%), followed by government-provided power (25.5%), and kerosene (16.5%). Most households (85%) used firewood as the main fuel for cooking. A variety of NGOs, including Oxfam and Health Unlimited, work to improve health and living conditions in the province. ## Culture Khmer Loeu typically practice subsistence slash and burn shifting cultivation in small villages of between 20 and 60 nuclear families. Each village collectively owns and governs a forest territory whose boundaries are known though not marked. Within this land, each family is allocated, on average, 1–2 hectares (2.5–5 acres) of actively cultivated land and 5–6 hectares (12.5–15 acres) of fallow land. The ecologically sustainable cultivation cycle practiced by the Khmer Loeu generally lasts 10 to 15 years. Villagers supplement their agricultural livelihood with low-intensity hunting, fishing, and gathering over a large area. Khmer Loeu diets in Ratanakiri are largely dictated by the food that is available for harvesting or gathering. Numerous food taboos also limit food choice, particularly among pregnant women, children, and the sick. The primary staple grain is rice, though most families experience rice shortages during the six months before harvest time. Some families have begun to plant maize to alleviate this problem; other sources of grain include potatoes, cassava, and taro. Most Khmer Loeu diets are low in protein, which is limited in availability. Wild game and fish are major protein sources, and smaller animals such as rats, wild chickens, and insects are also sometimes eaten. Domestic animals such as pigs, cows, and buffaloes are only eaten when sacrifices are made. In the rainy season, many varieties of vegetables and leaves are gathered from the forest. (Vegetables are generally not cultivated.) Commonly eaten fruits include bananas, jackfruit, papayas, and mangoes. Houses in rural Ratanakiri are made from bamboo, rattan, wood, saek, and kanma leaves, all of which are collected from nearby forests; they typically last for around three years. Village spatial organization varies by ethnic group. Kreung villages are constructed in a circular manner, with houses facing inwards toward a central meeting house. In Jarai villages, vast longhouses are inhabited by all extended families, with the inner house divided into smaller compartments. Tampuan villages may follow either pattern. Nearly all Khmer Loeu are animist, and their cosmologies are intertwined with the natural world. Some forests are believed to be inhabited by local spirits, and local taboos forbid cutting in those areas. Within spirit forests, certain natural features such as rock formations, waterfalls, pools, and vegetation are sacred. Major sacrificial festivals in Ratanakiri occur during March and April, when fields are selected and prepared for the new planting season. Christian missionaries are present in the province, and some Khmer Loeu have converted to Christianity. Indigenous community representatives have described the missionaries as a major threat to their society. The region's ethnic Khmer are Buddhist. There is also a small Muslim community, consisting mainly of ethnic Cham. Because of the province's high prevalence of malaria and its distance from regional centers, Ratanakiri was isolated from Western influences until the late 20th century. Major cultural shifts have occurred in recent years however, particularly in villages near roads and district towns; these changes have been attributed to contact with internal immigrants, government officials, and NGO workers. Clothing and diets are becoming more standardized, and traditional music is being displaced by Khmer music. Many villagers have also observed a loss of respect for elders and a growing divide between the young and the old. Young people have begun to refuse to abide by traditional rules and have stopped believing in spirits.
37,871,582
Kellie Loder
1,170,199,366
Canadian singer-songwriter
[ "1988 births", "21st-century Canadian LGBT people", "21st-century Canadian drummers", "21st-century Canadian guitarists", "21st-century Canadian pianists", "21st-century Canadian singers", "21st-century Canadian songwriters", "Canada's Got Talent contestants", "Canadian LGBT singers", "Canadian LGBT songwriters", "Canadian Pentecostals", "Canadian gospel singers", "Canadian non-binary musicians", "Canadian nurses", "Canadian performers of Christian music", "Canadian singer-songwriters", "Christian music songwriters", "Gospel music pianists", "Living people", "Memorial University of Newfoundland alumni", "Musicians from Newfoundland and Labrador", "Non-binary singers", "Non-binary songwriters", "Pentecostal writers", "People from Newfoundland (island)", "Writers from Newfoundland and Labrador" ]
Kellie Loder (born 1988) is an independent singer-songwriter from Newfoundland who plays drums, guitar and piano. They have released three albums: The Way in 2009, Imperfections & Directions in 2010 and Benefit of the Doubt in 2018. With a voice that St. John's-based newspaper The Telegram has described as "powerful yet serene and soulful", they received critical recognition from Canada, including a nomination at the Juno Awards. Having written their first song at age 16 about a cousin who died in a traffic accident, Loder was studying nursing at the Grenfell Campus of Memorial University of Newfoundland when they released The Way in August 2009. Later that year, Loder won a talent-search contest hosted by YC Newfoundland, a Christian youth conference. As part of the award, Loder was given time with music industry and production professionals who helped them with Imperfections & Directions, which was released at the 2010 YC Newfoundland. The album was nominated for Contemporary Christian/Gospel Album of the Year at the 2012 Juno Awards. Loder is also a nominee of three MusicNL awards, including Gospel Artist of the Year in 2011. Loder's music career is unusual in that they chose to begin it in Contemporary Christian music (CCM); most young musicians choose music genres such as country and pop, which are generally considered more likely to bring commercial success. Loder has asserted that they chose CCM because it gives purpose to their music; however, they later shifted their focus toward mainstream pop and rock music, stating that they still write music from a spiritual perspective but want to be accessible to a wider audience. Loder has come out as queer and non-binary, and uses gender-neutral pronouns. They have recently come out as transgender. ## Early life Kellie Loder was born to Christina and Bob Loder in 1988, and was raised in Badger, a town in the Canadian province of Newfoundland and Labrador. They consider their first introduction to music to have taken place before they were born; their mother frequently played Michael W. Smith songs through headphones while they were still in the womb. Loder claims to have "natural rhythm" and that they began emulating the drummer at their Pentecostal church by beating on a pew with pencils at the age of two. At age 10, Loder was placed in their church's drumming ensemble. Loder's younger brother taught them three guitar chords when they were 14, and they received their first guitar later that year. They began writing songs at age 16. Their first song, which was about a cousin who had died in a traffic accident, used lyrics from a poem by one of their mutual friends. With encouragement from family, Loder concentrated on singing and songwriting, and performed this in addition to another song they subsequently wrote for a friend's graduation. Loder was raised as a Christian by their parents, and became serious about their faith in 2007, when they "started to accept [their] gifts for what they were... and just assumed it was [from] God." After this experience, Loder began playing piano, and credited God with teaching them how to play. Loder favours the piano, considering it the most beautiful of the instruments they play. The first song they wrote after beginning the piano was "Giants", also for a graduating class; the song uses the story of Goliath as its theme, generalizing the story to apply to each individual's internal struggles. "Giants" eventually appeared on both The Way and Imperfections & Directions. ## Music career ### 2008–2012 In 2008, while studying nursing at the Grenfell Campus of Memorial University of Newfoundland through the Western Regional School of Nursing, Loder met Devin Robinson, a record producer. The meeting led to him producing Loder's first album, an independent release called The Way, which was recorded at Sweet Music Studios. Loder wrote all 11 songs on the album, which was released in August 2009. The initial run of the album sold out, and Loder subsequently went door-to-door in small Newfoundland communities selling a second run of the album. On their most lucrative day selling albums in this manner, they made \$1,000. Loder later said that this manner of selling the album proved to be a good way to develop a fanbase; people invited them into their homes for meals, prayer, and discussions. Also that year, they won a talent-search contest hosted by YC Newfoundland, a Christian youth conference, where they performed "Giants". As part of the award, which was valued at C\$20,000, Loder was given a membership for both the East Coast Music and MusicNL trade associations, and was given time at a recording studio and advice from music industry and production professionals. They also engaged in a featured performance slot at the following year's YC Newfoundland. Loder later referred to the music professionals they met (including Scott Mansfield, Mark Peddle, and NewManiac Studios' Peter Newman) as "the top players" in the music industry of Newfoundland and Labrador, and the producers helped Loder with Imperfections & Directions, their second album. They were particularly appreciative of Newman, who produced the album, mixing Imperfections & Directions with Tom Laune in Nashville, Tennessee. Loder originally conceived "Fearless" (one of the album's tracks) as a techno song, and believes that Newman was the one who made that techno feel a reality. On November 14, 2009, Loder opened for the Newfoundland-based Christian rock band Anyday, which was launching its debut album, Got Extraordinary, at a benefit concert at Springdale's Indian River High School. This concert, which was Loder's first performance in Springdale and their first time performing with Anyday, raised \$675 to support David Willis and his family in Willis's battle with lymphoma at Daffodil House in St. John's, with more than 100 people in attendance. Loder and Anyday were scheduled to perform together again on November 28 at Dorset Collegiate on Pilley's Island. Loder moved to St. John's in January 2010, and performed alongside Starfield and Roy Martin later that year at the Exploits Valley Salmon Festival gospel concert in Grand Falls-Windsor. They also performed at the 2010 One Worship Festival in Springdale, and officially released Imperfections & Directions, another independent release, at YC Newfoundland that October. Loder's nursing studies hampered their ability to showcase this album by touring. A reporter for The Telegram newspaper wrote that Imperfections & Directions "demonstrates how Loder wears her faith and love of God on her sleeve." Loder was nominated as Female Artist of the Year at the 2010 MusicNL awards with Mary Barry; Teresa Ennis; Irene Bridger; and Amelia Curran, the eventual winner. Loder was nominated for another MusicNL award the following year, this time in the Gospel Artist of the Year category; this nomination was, in part, due to Imperfections & Directions. In early 2012, Loder made a music video for "Your Love Alone", one of the album's tracks, which was uploaded to YouTube. They later said they had written the song during a difficult phase in their life, and the song's lyrics revolve around the idea that the grace and mercy of God can be found in the most difficult situations. Through their experience, they became convinced that knowing God is all-important, expressing this concept in the chorus: "Your love alone is sufficient. It needs no company." They stated that they wrote the song "One Name Away" after having watched The Tyra Banks Show. The episode featured an interview with a girl who had been forced into prostitution at a young age; despite smiling on screen, the girl hopelessly declared that she would probably die before she turned 22. Imperfections & Directions was nominated as Contemporary Christian/Gospel Album of the Year at the 2012 Juno Awards, Canada's top music awards. Loder said the nomination was a surprise; they learned about it in a text message from Newman after missing a call from him. Their fellow nominees in the Contemporary Christian/Gospel Album category were Jon Bauer's Forevermore, downhere's On the Altar of Love, Sky Terminal's Don't Close Your Eyes and Hawk Nelson's Crazy Love. Loder travelled to Ottawa, Ontario on March 28 to attend the awards ceremony, hosted by William Shatner at Scotiabank Place on April 1. Their album was one of three Newfoundland nominees at the Juno Awards that year; the other two were rock band Hey Rosetta! and The Once's folk album, Row Upon Row of the People We Know. Loder said that "on a scale of 1 to 10", their excitement about the Juno nomination was "probably a 10." Although Loder lost the Juno Award to downhere, an alternative rock band, they said they enjoyed walking down the red carpet and would never forget meeting major Canadian musicians such as Blue Rodeo and Sam Roberts; Loder had an opportunity to sing and play guitar with Blue Rodeo's Jim Cuddy at the Junos. Loder competed in the 2012 Juno Cup hockey game, in which, at , they were considerably shorter than most of the other players. Playing for the Rockers team of Juno nominees against the Greats team of former National Hockey League players, they were awarded a penalty shot after a fight with Troy Crowder. The Greats threw their sticks in Loder's way as Loder took the shot, which was stopped with ease by goaltender David Francey, a Juno nominee who had been traded to the Greats. Loder returned to Newfoundland on April 2; the following month, they performed at Gros Morne National Park's Trails, Tails & Tunes Festival with Dave Paddon. In that July, Loder performed alongside Nick Hamlyn at Corner Brook's Downtown Days festival. In December 2012, they held two free coffeehouses in Newfoundland: at the Stavanger Drive Second Cup on the 15th and at Cornerstone Ministry Centre on the 21st. ### 2013–present Over the subsequent months into the middle of 2013, Loder performed on a monthly basis at the Stavanger Drive Second Cup, which is owned by Newman. They also performed at the Majestic Theatre and the Fat Cat Blues Bar in St. John's. In 2013, they were named a showcase winner by the Christian Women in Media Association (CWIMA) and was selected to perform at the organization's national conference. Loder performed six songs live as part of an interview on CBC Radio in April 2013. They had written five of these songs, and four of them had not been previously released. The unreleased songs were "Playground", "Nursing a Broken Heart", "Like a Flower", and "One Girl", and the fourth song was "On This Drive", which had appeared on Imperfections & Directions. The fifth song was a cover version of Johnny Cash's "Folsom Prison Blues". They were inspired to write the song "Nursing a Broken Heart" after watching George Stroumboulopoulos Tonight, on which Hugh Jackman uttered the phrase "nursing a broken heart" as part of an interview. They wrote "Like a Flower" after a friend challenged them to write a song directed at themself as a child. Listeners unfamiliar with contemporary Christian music (CCM) often assume that Loder sings hymn-style music. Their career is unusual in that it began in CCM; most young musicians choose music genres such as country and pop, which are generally considered more likely to bring commercial success. Loder has asserted that they chose CCM because it gives purpose to their music; many of their songs are about God, but they may also be interpreted as being about other subjects. In 2013, Loder said that they were starting to write and perform songs in other genres, and hoped that they would be able to transition out of CCM as Katy Perry, Lifehouse, and Creed had done previously. In transitioning out of CCM, they wished to assure the public that they had "definitely not turned [their] back on [their] faith." Loder believes everything that they sing is for God, regardless of the song's subject. They see their music as a Christian ministry, the goal of which is to inspire people to live happier, better lives. A reporter for The Telegram called Loder's voice "powerful yet serene and soulful". Their songs have been played regularly on Rogers TV and CBC Radio. Specifically, their song "Raise You Higher" was selected for several song countdowns and was played across Canada by both secular and Christian radio stations. A CBC Radio reviewer called Loder "amazingly talented", their music "gorgeous" and their song "Playground" in particular "absolutely beautiful". In 2012, Loder worked as a Child and Youth Worker at a company called Blue Sky. In April, they were undecided on a career in music or medicine, but later confirmed that music was their focus, and was considering a move to Toronto for more career opportunities. In 2015, Loder took part in Bell Media's songwriting challenge, a two-day workshop in Newfoundland for songwriters to showcase their new work. They called the experience "life-changing", and it gave them the opportunity to work with producer Justin Gray, a collaborator of Mariah Carey, John Legend, among others. After two years in production, Loder released the album Benefit of the Doubt in 2018. The album is a combination of folk and pop, and marks an effort to appeal to a mainstream audience; Loder co-produced 10 of the original tracks. "I still write music that's spiritual, I just want it to be more relatable to everybody," they said. Two of the album's tracks, "Molded Like a Monster" and "Boxes", had music videos. They said that the inspiration for "Molded Like a Monster" came from their own family's strict Christian views, where they had to hide their sexuality from other church peers but "felt guilty a lot of the time for just doing what made me happy". At the MusicNL awards, Loder received two nominations for the album: Female Artist of the Year, and Music Video of the Year (for "Boxes"). In January 2019, Loder released the single "Fearless"; the song was positively received and used in an IMAX trailer for Superpower Dogs, a documentary narrated by Chris Evans. In October of that year, they performed "Fearless" at The East Coast Music Hour, a series of concerts inspired by the themes of courage, transformation and longing. They also appeared twice on CBC's Parkway Sessions, performing "Falling Out of Love" and "Hate Loves Hate". In 2020, Loder was due to accompany Joel Plaskett's music tour, but it was rescheduled due to the COVID-19 pandemic. During the summer, they recorded new music including a song called "Afterglow". Throughout the same year, Loder hosted virtual songwriting events on Facebook to connect with fans. In 2022, Loder auditioned for season 2 of Canada's Got Talent. Their performance was shown in the fourth episode of the season. Kardinal called Loder a "megastar" after their authenticity shone through in their unique rendition of "To Make You Feel My Love". All four judges said yes and they advanced to the next round, and eventually making it to the finale. Loder placed second in the competition, behind winner Jeanick Fournier. Loder won two East Coast Music Awards in 2023, for Songwriter of the Year and Fan's Choice Entertainer of the Year. ## Discography ## Awards and nominations
802,559
1988 Atlantic hurricane season
1,172,949,214
Hurricane season in the Atlantic Ocean
[ "1988 Atlantic hurricane season", "Articles which contain graphical timelines", "Tropical cyclones in 1988" ]
The 1988 Atlantic hurricane season was a near average season that proved costly and deadly, with 15 tropical cyclones directly affecting land. The season officially began on June 1, 1988, and lasted until November 30, 1988, although activity began on May 30 when a tropical depression developed in the Caribbean. The June through November dates conventionally delimit the period of each year when most tropical cyclones form in the Atlantic basin. The first cyclone to attain tropical storm status was Alberto on August 8, nearly a month later than usual. The final storm of the year, Tropical Storm Keith, became extratropical on November 24. The season produced 19 tropical depressions of which 12 attained tropical storm status. One tropical storm was operationally classified as a tropical depression but was reclassified in post-analysis. Five tropical cyclones reached hurricane status of which three became major hurricanes reaching Category 3 on the Saffir–Simpson scale. There were two notable cyclones of the season, the first one being Hurricane Gilbert, which at the time was the strongest Atlantic hurricane on record. The hurricane tracked through the Caribbean Sea and the Gulf of Mexico and caused devastation in Mexico and many island nations, particularly Jamaica. Its passage caused \$2.98 billion in damage (1988 USD) and more than 300 deaths, mostly in Mexico. The second one was Hurricane Joan, which struck Nicaragua as a Category 4 hurricane and caused about US\$1.87 billion in damage and more than 200 deaths. The hurricane crossed into the eastern Pacific Ocean and was reclassified as Tropical Storm Miriam. Hurricane Debby also successfully crossed over, becoming Tropical Depression Seventeen-E, making the 1988 season the first on record in which more than one tropical cyclone has crossed between the Atlantic and Pacific basins intact. ## Seasonal forecasts Forecasts of hurricane activity are issued before each hurricane season by noted hurricane experts such as Dr. William M. Gray and his associates at Colorado State University. A normal season as defined by NOAA has six to fourteen named storms of which four to eight reach hurricane strength and one to three become major hurricanes. The June 1988 forecast was that eleven storms would form and that seven would reach hurricane status. The forecast did not specify how many hurricanes would reach major hurricane status. ## Seasonal summary The Atlantic hurricane season officially began on June 1, but activity in 1988 began two days earlier with the formation of Tropical Depression One on May 30. It was an above average season in which 19 tropical depressions formed. Twelve depressions attained tropical storm status, and five of these attained hurricane status, of which three reached major hurricane status. Four hurricanes and three tropical storms made landfall during the season and caused 550 deaths and \$4.86 billion in damage. The last storm of the season, Tropical Storm Keith, dissipated on November 24, only 6 days before the official end of the season on November 30. The activity in the first two months of the season was limited because of strong wind shear from an upper tropospheric flow. Although vigorous tropical waves moved off the coast of Africa, most of them quickly diminished in intensity as they crossed the tropical Atlantic Ocean. As a result, no tropical depressions formed in June or July. Decreased wind shear in August allowed tropical waves to develop into tropical cyclones. The official storm track forecast errors were 30 to 40 percent lower than the average for the previous 10 years. The 24-, 48-, and 72-hour forecasts were the most accurate in more than 18 years and were also more accurate than in each subsequent season until 1996. The season's activity was reflected with an accumulated cyclone energy (ACE) rating of 103, which is classified as "near normal". ACE is, broadly speaking, a measure of the power of the hurricane multiplied by the length of time it existed, so storms that last a long time, as well as particularly strong hurricanes, have high ACEs. It is only calculated for full advisories on tropical systems at or exceeding 34 knots (39 mph; 63 km/h), which is tropical storm strength. ## Systems ### Tropical Depression One The first tropical depression of the season formed on May 30 in the northwest Caribbean Sea. The system encountered unfavorable conditions as it moved northward toward Cuba, and a reconnaissance airplane sent to investigate it could not find a well-defined center. The depression remained weak and degenerated on June 2 into an open trough of low pressure in the Florida Straits. Rainfall from the depression and its precursor peaked at 40.35 in (1,025 mm), including a daily peak of 34.13 in (867 mm). The rainfall most affected the province of Cienfuegos, though the provinces of Villa Clara, Sancti Spíritus, Ciego de Ávila, and Camagüey were also impacted. A tornado in the city of Camagüey destroyed five Soviet planes and multiple buildings. Flooding prompted officials to use rescue crews, helicopters, and amphibious vehicles to evacuate 65,000 residents in low-lying areas to higher grounds. The storm left many without power and communications, severely damaged the country's transportation infrastructure, and destroyed six bridges. Flooding from the depression damaged 1,000 houses and destroyed 200 homes in Camagüey Province alone. Throughout Cuba, the depression affected about 90,000 people, injuring dozens and killing a total of 37 people, including three who died from electrocution. In Florida, the depression produced light rain, including 3.18 in (81 mm) at Pompano Beach. ### Tropical Storm Alberto The season's first named storm originated on August 4 within a weak trough of low pressure that formed off the coast of South Carolina. The next day a low level circulation was detected by satellite, indicating that a tropical depression was forming. By August 6 the storm was designated the second tropical depression of the season. An approaching weak frontal trough pushed the depression northeastward and enhanced its upper-level outflow. On August 7 the system was designated Tropical Storm Alberto at 41.5°N, while located just south of Nantucket, Massachusetts, becoming the northernmost system to intensify into a tropical storm on record. The storm accelerated northeastward at 29 mph (47 km/h) and struck western Nova Scotia that evening with little impact. On August 8 Alberto became extratropical over the cold waters of the Gulf of Saint Lawrence. Shortly thereafter it dissipated just north of Newfoundland. The storm produced peak wind gusts of 48 mph (77 km/h) at Yarmouth, Nova Scotia. Rainfall reached 1.78 inches (45 mm) in Saint John, New Brunswick, most of which fell in a short amount of time. The rainfall caused localized flooding, which briefly closed some streets. The extratropical remnants of Alberto also produced light rain and some clouds along western Newfoundland. ### Tropical Storm Beryl The third tropical depression of the season formed on August 7 from a surface low over southeastern Louisiana. The slow moving system organized as it drifted toward the mouth of the Mississippi River. It soon had enough convective organization for the National Hurricane Center (NHC) to issue an initial advisory on Tropical Depression Three. By August 8 surface winds increased enough to issue tropical storm warnings for Louisiana to the Florida Panhandle. Over the open Gulf, Beryl produced sustained winds of minimal tropical storm force and tropical storm force gusts over coastal Louisiana, Mississippi, and Alabama. Excessive rain fell along the central Gulf Coast, including local amounts of 16 in (410 mm) at Dauphin Island, Alabama. Maintaining a well-structured outflow, Beryl's circulation on August 9 moved over warm water, where conditions were favorable for further intensification. However, a front approached from the northwest and reversed the storm's course into southeastern Louisiana. The next morning Beryl had weakened to a tropical depression as it moved over the Bayou Teche. Heavy downpours from system's remnants brought more than 12 in (300 mm) of rain to parts of eastern Texas. Overall damage from the storm was light, and only one known death was attributed to the storm. ### Tropical Depression Four On August 12 a westward-moving tropical wave developed into Tropical Depression Four near the southern Bahamas. The depression tracked north-northwest along Florida's coast and made landfall near Jacksonville, Florida, the next day. The system spawned gusty winds and thunderstorms along the coasts of Florida and Georgia but caused little damage. The storm moved over south Georgia and the central Gulf Coast while dropping up to 7 in (180 mm) of rain on the Southeast. According to the National Weather Service, winds in some squalls to the north and east of the center reached up to 50 mph (80 km/h). The system finally dissipated as it reemerged over water near the mouth of the Mississippi. Early predictions from hurricane forecasters said that the depression would strengthen into the season's third tropical storm. Because of unfavorable upper-level conditions and interaction with Bahama islands, the system lost its well defined center as it moved towards Florida's east coast. ### Tropical Depression Five A tropical wave in the far eastern Atlantic developed into the fifth tropical depression on August 20. The storm drifted north-northwest of the Cape Verde islands for the next three days with little change in strength. Forecasters were concerned because the depression formed in the breeding ground where other powerful East Coast hurricanes have started. Though the storm was still very weak, they initially predicted it would strengthen. By August 24 the depression's forward speed had increased to 15 mph (24 km/h) as its movement turned west. Cool ocean temperatures weakened the system and diminished its prospects for restrengthening, and on August 26 Tropical Depression Five degenerated into a tropical wave. The remnants redeveloped on August 30 about 180 miles (290 km) southeast of North Carolina, and the Washington office of the National Weather Service continued to track the system as a gale center until it merged with a front off the East Coast on September 1. ### Tropical Depression Six Tropical Depression Six developed from a tropical wave that moved off the northwest African coast on August 12. The system crossed the tropical Atlantic as a wave until it began organizing near 55° W on August 19. The next day this system was designated a tropical depression while it approached the Windward Islands. After crossing the islands, the depression continued westward into the central Caribbean and encountered less-favorable conditions. Though poorly organized on August 21, the depression was expected to strengthen into a tropical storm over the western Caribbean's warmer waters. Nevertheless, it was downgraded to a tropical wave at 80° W near the island of Jamaica on August 23. The disturbance moved over Central America with minimal convection but redeveloped into Hurricane Kristy once it reached the eastern Pacific. The system's main effect on land was squally weather on the Windward Islands. ### Tropical Storm Chris Chris formed from a strong tropical wave that moved off the west coast of Africa on August 15. By August 21 convection in the northern part of the wave detached and organized into Tropical Depression Seven. The storm tracked westward along the southern periphery of a subtropical high pressure ridge over the mid-Atlantic. For the next seven days, surface and reconnaissance observations found little evidence that the storm was strengthening. As a result, it remained a tropical depression as it moved across portions of the Lesser and Greater Antilles as well as the Bahamas. The depression passed south of Puerto Rico on August 24 and dumped more than 14 in (360 mm) of rain on parts of the island. Three deaths in Puerto Rico were attributed to the weather. On August 28 the storm was upgraded to Tropical Storm Chris as it traveled northward just offshore of Florida. It made landfall near Savannah, Georgia, bringing light rain and wind damage to the area. Weakening to a depression, Chris poured heavy rains on South Carolina, where it merged with a cold front and became extratropical. The low accelerated over the Eastern Seaboard through Nova Scotia and finally dissipated on August 30. Heavy thunderstorms spawned a tornado in South Carolina that resulted in another death. ### Hurricane Debby Debby formed from the southern part of a tropical wave that became Tropical Storm Chris. In the mid-tropical Atlantic, the northern area of convection detached and became Tropical Depression Seven. The southern portion continued moving westward as a disorganized area of showers. The system did not develop until the low-level center emerged from the Yucatán into the Bay of Campeche on August 31. It is estimated that the storm became Tropical Depression Eight just offshore at around 12 p.m. local time. Drifting west-northwest over the Gulf of Mexico, the depression organized and reached tropical storm-strength early on September 2. Later that day, based on observations from aircraft reconnaissance, Debby was upgraded to a hurricane. At peak intensity, the hurricane's center was just 30 mi (48 km) from the coast. With little change in intensity, Debby made landfall near Tuxpan, Veracruz, six hours later. The storm brought high winds, inland flooding, and mudslides and caused 10 deaths. Debby weakened considerably over the Sierra Madre Oriental mountains, although the remnants continued moving across Mexico. The tight center tracked towards the Pacific coast and reemerged near Manzanillo on September 5. Upon entering the Eastern Pacific, the system became Tropical Depression Seventeen-E before dissipating in the Gulf of California on September 8. ### Tropical Storm Ernesto On September 2 a cluster of thunderstorms associated with a northwestward-moving tropical wave developed a surface low near Bermuda. Though the surface low remained poorly defined and separate from the convection, the system became a tropical depression on September 3. Under the influence of southwesterlies, the depression accelerated northeastward at 50 mph (80 km/h). Late on September 3 it was upgraded to Tropical Storm Ernesto. The storm continued to strengthen as it lost tropical characteristics. A large extratropical storm over the North Atlantic absorbed Ernesto on September 5. The only land area affected by the storm was in the Azores, where it brought near storm-force winds to Flores Island. ### Tropical Depression Ten A broad low-pressure area formed in the western Gulf of Mexico on September 2 and quickly developed through the next day. By September 3 convection was organized enough to declare the system a tropical depression about 160 mi (260 km) west-southwest of Morgan City, Louisiana. Forecasters issued tropical storm warnings for the coast from Cameron, Louisiana, to Apalachicola, Florida, while the storm moved rapidly northeastward at 15 to 20 mph (32 km/h). However, the depression degenerated a few hours later when it merged with the cold front that had caused its acceleration. Oil rigs in the Gulf of Mexico reported winds gusts to 40 mph (64 km/h), and moderate to heavy rains drenched large portions of southeast Texas and Louisiana. The wave dampened over the next 24 hours and brought heavy rain to the rest of the southeast, including a maximum of 8.4 in (210 mm) in Biloxi, Mississippi. No major damage was reported. ### Unnamed tropical storm A well-organized disturbance moved off the African coast on September 6 and rapidly developed into Tropical Depression Eleven. The NHC began issuing advisories on September 8 while it was 350 mi (560 km) northeast of Cape Verde. An after-the-fact review of satellite and ship reports indicated that the depression reached tropical storm-strength on September 7. However, because of its extreme eastern track, the storm's observational track did not include this information. For three days a large trough of low pressure northwest of the system steered it north-northwest towards cooler waters. Moderate to heavy rain was reported along the west coast of Africa, but no damage was reported. The system eventually weakened and merged with the low pressure trough. This unnamed storm was later added to the list of tropical storms in the annual summary for the Atlantic hurricane season. ### Hurricane Florence A cloud band accompanying a cold front exited the coast of Texas into the Gulf of Mexico on September 4. The band split into two over the central Gulf when the southern portion stalled and the northern portion developed into a frontal wave that tracked northeastward. Convection over the southern portion increased and wrapped around the center of the cloud band. On September 7 the system formed a surface circulation, and tropical depression advisories began that day. The depression drifted eastward under the influence of the dissipating frontal trough and intensified into Tropical Storm Florence, as confirmed by hurricane hunters. The storm turned northward on September 9 and accelerated toward the northern Gulf Coast under the influence of a mid- to upper-level trough. Florence became a hurricane just hours before landfall on the western Mississippi Delta. The storm rapidly weakened over southeastern Louisiana and lost all its deep convection as it passed over the New Orleans area. Florence became a depression on September 10 near Baton Rouge and dissipated the next day over northeast Texas. Early in its duration the system dropped moderate amounts of rainfall across the Yucatán Peninsula. Upon striking Louisiana, storm surge water levels rose moderately above normal just east of where the center moved ashore. Gusty winds caused power outages to more than 100,000 people. In Alabama one man died while trying to secure his boat. Rainfall from the hurricane caused severe river flooding in portions of the Florida Panhandle in an area already severely affected by heavy rainfall, and the flooding damaged or destroyed dozens of houses in Santa Rosa County. ### Hurricane Gilbert The 13th tropical depression formed just east of the Lesser Antilles on September 8. As it moved west-northwest, it became Tropical Storm Gilbert over the islands on September 9. The tropical storm turned west and rapidly intensified to a major hurricane on September 11. Gilbert continued to strengthen as it brushed the southern coast of Hispaniola. It passed directly over Jamaica as a Category 3 hurricane and brought torrential rains to the island's mountainous areas. When the center reemerged over water, Gilbert rapidly intensified again. On September 13 the central pressure dropped 72 millibars (2.1 inHg), the fastest deepening of an Atlantic hurricane on record until 2005's Hurricane Wilma. Gilbert's pressure of 888 millibars (26.2 inHg) at the time was the lowest sea level pressure ever recorded in the Western Hemisphere. Gilbert weakened slightly before landfall on the Yucatán Peninsula, although it struck at Category 5 strength. As the eye moved over land, the storm rapidly lost strength, reemerging on September 15 in the Gulf of Mexico as a Category 2 hurricane. Hurricane Gilbert continued its northwest track and restrengthened to a minimal Category 4 hurricane. On September 16, Gilbert made its final landfall in northeast Mexico near the town of La Pesca with maximum sustained winds of 125 mph (201 km/h). The center passed south of Monterrey, Mexico, on September 17 and brought heavy flooding to the city. Gilbert's remnants turned north and eventually merged with a developing frontal low pressure system over Missouri. Hurricane Gilbert was the most intense hurricane ever observed in the Atlantic basin until Hurricane Wilma broke this record in 2005. The storm caused \$2.98 billion in damage across the Caribbean and into Central America. Gilbert was the first hurricane to make landfall in Jamaica since Hurricane Charlie in 1951. Until 2007's Hurricane Dean, it was also the most recent storm to make landfall as a Category 5 hurricane in Mexico. The death toll from Gilbert was reported to be 318 people, mostly from Mexico. ### Hurricane Helene A tropical wave with deeply organized convection crossed the coast of Africa on September 15. The system was forced west due to a strong ridge in the eastern Atlantic. On September 19 at 18:00 UTC, the system was upgraded to Tropical Depression Fourteen. By 06:00 UTC on September 20, the depression was strengthened, and was upgraded to Tropical Storm Helene. Helene began to turn to the northwest on September 21 due to a major trough in the eastern Atlantic. Later on September 21, Helene intensified into a hurricane. Favorable conditions allowed the storm to continue strengthening, and on September 22, Helene became a major hurricane. Late on the following day, Helene attained its peak intensity; maximum sustained winds were at 145 mph (233 km/h) and the minimum pressure of 938 mbar (27.7 inHg). After reaching peak intensity, Helene weakened as it tracked generally northward through the open Atlantic. By early on September 29, Helene briefly restrengthened into a Category 2 hurricane and reached a secondary peak of 105 mph (169 km/h). However, later that day, Helene weakened back to a Category 1 hurricane while accelerating to the northeast. At 12:00 UTC on September 30, Helene transitioned into an extratropical cyclone while centered well south of Iceland. The precursor tropical wave produced thunderstorms and gusty winds ranging between 23 and 34 mph (37 and 55 km/h) in Cape Verde on September 17. ### Tropical Depression Fifteen While Hurricane Helene was spinning in the central Atlantic, a tropical wave that moved off the coast of Africa in late September rapidly organized. On September 27 the storm became the fifteenth tropical depression of the season while it was about 265 mi (426 km) south-southeast of Cape Verde. The depression tracked westward at 15 to 20 mph (32 km/h) but weakened rapidly. The next day it was downgraded to a tropical wave while still in the far eastern Atlantic, and never reformed in the Atlantic. Aside from a brief threat to the Cape Verde islands, the system remained far from any landmasses throughout its life. ### Tropical Storm Isaac A tropical wave moved off the coast of Africa on September 23. It traveled westward at a low latitude along the Intertropical Convergence Zone (or ITCZ), and its convection gradually grew more organized. On September 29 it was identified as Tropical Depression Sixteen about 900 mi (1,400 km) southeast of Barbados. The westward path of the storm shifted two degrees northward, possibly as a result of the formation of a new center. On September 30 the depression was upgraded when an Air Force reconnaissance plane discovered tropical storm-force winds. Westerly vertical wind shear prevented deep convection at the center of the storm. As Isaac approached the islands, northern parts of the Lesser Antilles were issued tropical storm warnings. Nevertheless, the storm lasted only a short time in the shearing environment. Isaac was downgraded to a depression on October 1 and completely dissipated shortly thereafter. The remnants of Isaac eventually regenerated in the eastern Pacific Ocean basin as Tropical Depression Twenty-E. As a tropical cyclone, Isaac did not significantly affect land. However, the remnants dropped heavy rainfall across Trinidad and Tobago, causing flooding and mudslides that injured 20 people and left at least 30 homeless. Flash flooding in Morvant killed two people. Across the country, the storm damaged roads and bridges. ### Hurricane Joan On October 10 the 17th tropical depression of the season organized from a disturbance in the ITCZ. For the next two days the system traveled northwest while it strengthened into Tropical Storm Joan. After passing through the southern Lesser Antilles, Joan traveled westward along the South American coast as a minimal tropical storm. It crossed the Guajira Peninsula on October 17 and quickly attained hurricane strength just 30 mi (48 km) from the coast. Hurricane Joan strengthened into a major hurricane on October 19 while drifting westward. The hurricane executed a tight cyclonic loop in which it weakened greatly but rapidly strengthened upon resuming its westward track. Joan reached its peak intensity just before making landfall near Bluefields, Nicaragua, on October 22 as a Category 4 hurricane. Joan at the time was the southernmost Category 4 hurricane ever recorded, but this record has since been broken by Hurricane Ivan. Joan remained well organized as it crossed Nicaragua and emerged in the eastern Pacific Ocean basin as Tropical Storm Miriam. Miriam gradually weakened until dissipating on November 2. Hurricane Joan killed 148 people in Nicaragua and 68 others in affected nations. The hurricane damage in Nicaragua amounted to half of the \$1.87 billion total. Joan also brought heavy rainfall and mudslides to countries along the extreme southern Caribbean. Its track along the northern coast of South America was very rare; Joan was one of only a few Atlantic tropical cyclones to move in this way. Joan was also the first tropical cyclone to cross from the Atlantic basin since Hurricane Greta of 1978. ### Tropical Depression Eighteen A westward-moving tropical wave, that left the coast of Africa in early October, tracked closely behind Hurricane Joan through the southern Caribbean. In an unusual occurrence the disturbance developed into the 18th tropical depression about 500 mi (800 km) behind the powerful hurricane. An Air Force reconnaissance check of tropical weather on October 19 spotted the depression near Colombia's Guajira Peninsula. Hurricane Joan's small size allowed the depression to remain out-of-reach as it developed. However, the outflow of the hurricane sheared the depression and sapped its energy. The system gradually dissipated on October 21 while Joan was experiencing rapid strengthening just before its arrival on the coast of Nicaragua. The depression brought heavy rain to the Netherlands Antilles. News reports blamed Tropical Depression Eighteen and other tropical systems for bringing swarms of pink locusts from Africa to Trinidad and other Caribbean nations. ### Tropical Storm Keith The last storm of the season formed from a tropical wave on November 17 to the south of Haiti. It moved westward through the Caribbean and became organized enough to attain tropical storm status on November 20. Keith rapidly organized and peaked with winds of 70 mph (110 km/h) before making landfall on the northeastern portion of the Yucatán Peninsula on November 21. An upper-level trough forced it to the northeast, where upper-level shear and cooler drier air weakened it to minimal storm strength in a pattern typical for November. Keith restrengthened over the southeastern Gulf of Mexico and struck near Sarasota, Florida, on November 23. After crossing the state, it became extratropical on November 24 near Bermuda and became an intense extratropical system over the Atlantic with sustained winds of minimal hurricane force. Early in its duration Keith produced moderate to heavy rainfall in Honduras, Jamaica, and Cuba. Minimal damage was reported in Mexico, still recovering from the devastating effects of Hurricane Gilbert two months earlier. Keith, the last of four named tropical cyclones to hit the United States during the season, produced moderate rainfall, a rough storm surge, and gusty winds across central Florida. Overall damage was widespread but fairly minor, totaling about \$7.3 million. Damage near the coast occurred mainly from storm surge and beach erosion, while damage further inland was limited to flooding and downed trees and power lines. No fatalities were reported. ## Storm names The following names were used for named storms that formed in the north Atlantic in 1988. The names not retired from this list were used again in the 1994 season. This is the same list used for the 1982 season. Storms were named Gilbert, Isaac, Joan and Keith for the first (and only, in the cases of Gilbert and Joan) time in 1988. Florence and Helene were not used in 1982 but had been used in previous lists. ### Retirement The World Meteorological Organization retired two names in the spring of 1989: Gilbert and Joan. They were replaced by Gordon and Joyce in the 1994 season. ## Season effects This is a table of all the storms and that have formed in the 1988 Atlantic hurricane season. It includes their duration, names, landfall(s), denoted in parentheses, damages, and death totals. Deaths in parentheses are additional and indirect (an example of an indirect death would be a traffic accident), but were still related to that storm. Damage and deaths include totals while the storm was extratropical, a tropical wave, or a low, and all the damage figures are in 1988 USD. ## See also - 1988 Pacific hurricane season - 1988 Pacific typhoon season - 1988 North Indian Ocean cyclone season - South-West Indian Ocean cyclone seasons: 1987–88, 1988–89 - Australian region cyclone seasons: 1987–88, 1988–89 - South Pacific cyclone seasons: 1987–88, 1988–89 - South Atlantic tropical cyclone - Mediterranean tropical-like cyclone
46,991
Bryce Canyon National Park
1,173,456,993
National park in Utah, United States
[ "1928 establishments in Utah", "Badlands of the United States", "Bryce Canyon National Park", "Civilian Conservation Corps in Utah", "Colorado Plateau", "Geographical articles missing image alternative text", "Landforms of Garfield County, Utah", "Landforms of Kane County, Utah", "National parks in Utah", "Natural arches of Utah", "Protected areas established in 1928", "Protected areas of Garfield County, Utah", "Protected areas of Kane County, Utah", "Religious places of the indigenous peoples of North America", "Rock formations of Utah" ]
Bryce Canyon National Park (/braɪs/) is an American national park located in southwestern Utah. The major feature of the park is Bryce Canyon, which despite its name, is not a canyon, but a collection of giant natural amphitheaters along the eastern side of the Paunsaugunt Plateau. Bryce is distinctive due to geological structures called hoodoos, formed by frost weathering and stream erosion of the river and lake bed sedimentary rocks. The red, orange, and white colors of the rocks provide spectacular views for park visitors. Bryce Canyon National Park is much smaller and sits at a much higher elevation than nearby Zion National Park. The rim at Bryce varies from 8,000 to 9,000 feet (2,400 to 2,700 m). The Bryce Canyon area was settled by Mormon pioneers in the 1850s and was named after Ebenezer Bryce, who homesteaded in the area in 1874. The area around Bryce Canyon was originally designated as a national monument by President Warren G. Harding in 1923 and was redesignated as a national park by Congress in 1928. The park covers 35,835 acres (55.992 sq mi; 14,502 ha; 145.02 km<sup>2</sup>) and receives substantially fewer visitors than Zion National Park (nearly 4.3 million in 2016) or Grand Canyon National Park (nearly 6 million in 2016), largely due to Bryce's more remote location. In 2018, Bryce Canyon received 2,679,478 recreational visitors, an increase of 107,794 visitors from the prior year. ## Geography Bryce Canyon National Park lies within the Colorado Plateau geographic province of North America and straddles the southeastern edge of the Paunsaugunt Plateau west of the Paunsaugunt Faults (Paunsaugunt is Paiute for "home of the beaver"). Park visitors arrive from the plateau part of the park and look over the plateau's edge toward a valley containing the fault and the Paria River just beyond it (Paria is Paiute for "muddy or elk water"). The edge of the Kaiparowits Plateau bounds the opposite side of the valley. Bryce Canyon was not formed from erosion initiated from a central stream, meaning it technically is not a canyon. Instead headward erosion has excavated large amphitheater-shaped features in the Cenozoic-aged rocks of the Paunsaugunt Plateau. This erosion resulted in delicate and colorful pinnacles called hoodoos that are up to 200 feet (60 m) high. A series of amphitheaters extends more than 20 miles (30 km) north-to-south within the park. The largest is Bryce Amphitheater, which is 12 miles (19 km) long, 3 miles (5 km) wide and 800 feet (240 m) deep. A nearby example of amphitheaters with hoodoos in the same formation but at a higher elevation is in Cedar Breaks National Monument, which is 25 miles (40 km) to the west on the Markagunt Plateau. Rainbow Point, the highest part of the park at 9,105 feet (2,775 m), is at the end of the 18-mile (29 km) scenic drive. From there, Aquarius Plateau, Bryce Amphitheater, the Henry Mountains, the Vermilion Cliffs and the White Cliffs can be seen. Yellow Creek, where it exits the park in the northeast section, is the lowest part of the park at 6,620 feet (2,020 m). ## Climate According to the Köppen climate classification system, Bryce Canyon National Park has a continental climate with warm, dry summers (Dsb). Dsb climates are defined by their coldest month having an average mean temperature below 32 °F (0 °C), all months with an average mean temperature below 71.6 °F (22 °C), at least four months with an average mean temperature above 50 °F (10 °C), and three times as much precipitation in the wettest winter month compared to the driest summer month. The plant hardiness zone at the visitor center is 5b with an average annual extreme minimum air temperature of −10.0 °F (−23.3 °C). The national park is located in southwestern Utah about 50 miles (80 km) northeast of and 1,000 feet (300 m) higher than Zion National Park. The weather in Bryce Canyon is, therefore, cooler, and the park receives more precipitation: a total of 15 to 18 inches (380 to 460 mm) per year. Yearly temperatures vary from an average minimum of 9 °F (−13 °C) in January to an average maximum of 83 °F (28 °C) in July, but extreme temperatures can range from −30 to 97 °F (−34 to 36 °C). The record high temperature in the park was 98 °F (37 °C) on July 14, 2002. The record low temperature was −26 °F (−32 °C) on February 6, 1989, and January 13, 1963. ## History ### Native American habitation Little is known about early human habitation in the Bryce Canyon area. Archaeological surveys of Bryce Canyon National Park and the Paunsaugunt Plateau show that people have been in the area for at least 10,000 years. Basketmaker Anasazi artifacts several thousand years old have been found south of the park. Other artifacts from the Pueblo-period Anasazi and the Fremont culture (up to the mid-12th century) have also been found. The Paiute Native Americans moved into the surrounding valleys and plateaus in the area around the same time that the other cultures left. These Native Americans hunted and gathered for most of their food, but also supplemented their diet with some cultivated products. The Paiute in the area developed a mythology surrounding the hoodoos (pinnacles) in Bryce Canyon. They believed that hoodoos were the Legend People whom the trickster Coyote turned to stone. At least one older Paiute said his culture called the hoodoos Anka-ku-was-a-wits, which is Paiute for "red painted faces". ### European American exploration and settlement It was not until the late 18th and early 19th century that the first European Americans explored the remote and hard-to-reach area. Mormon scouts visited the area in the 1850s to gauge its potential for agricultural development, use for grazing, and settlement. The first major scientific expedition to the area was led by U.S. Army Major John Wesley Powell in 1872. Powell, along with a team of mapmakers and geologists, surveyed the Sevier and Virgin River area as part of a larger survey of the Colorado Plateaus. His mapmakers kept many of the Paiute place names. Small groups of Mormon pioneers followed and attempted to settle east of Bryce Canyon along the Paria River. In 1873, the Kanarra Cattle Company started to use the area for cattle grazing. The Church of Jesus Christ of Latter-day Saints sent Scottish immigrant Ebenezer Bryce and his wife Mary to settle land in the Paria Valley because they thought his carpentry skills would be useful in the area. The Bryce family chose to live right below Bryce Amphitheater—the main collection of hoodoos in the park. Bryce grazed his cattle inside what are now park borders, and reputedly thought that the amphitheaters were a "helluva place to lose a cow." He also built a road to the plateau to retrieve firewood and timber, and a canal to irrigate his crops and water his animals. Other settlers soon started to call the unusual place "Bryce's Canyon", which was later formalized into Bryce Canyon. A combination of drought, overgrazing, and flooding eventually drove the remaining Paiutes from the area and prompted the settlers to attempt construction of a water diversion channel from the Sevier River drainage. When that effort failed, most of the settlers, including the Bryce family, left the area. Bryce moved his family to Arizona in 1880. The remaining settlers dug a 10-mile (16 km) ditch from the Sevier's east fork into Tropic Valley. ### Creation of the park These scenic areas were first described to the public in magazine articles published by Union Pacific and Santa Fe railroads in 1916. People like Forest Supervisor J. W. Humphrey promoted the scenic wonders of Bryce Canyon's amphitheaters, and by 1918 nationally distributed articles also helped to spark interest. However, poor access to the remote area and the lack of accommodations kept visitation to a bare minimum. Ruby Syrett, Harold Bowman, and the Perry brothers later built modest lodging and set up "touring services" in the area. Syrett later served as the first postmaster of Bryce Canyon. Visitation steadily increased, and by the early 1920s, the Union Pacific Railroad became interested in expanding rail service into southwestern Utah to accommodate more tourists. At the same time, conservationists became alarmed by the damage overgrazing, logging, and unregulated visitation were having on the fragile features of Bryce Canyon. A movement to have the area protected was soon started, and National Park Service Director Stephen Mather responded by proposing that Bryce Canyon be made into a state park. However, the governor of Utah and the Utah State Legislature lobbied for national protection of the area. Mather relented and sent his recommendation to President Warren G. Harding, who on June 8, 1923, declared Bryce Canyon a national monument. A road was built the same year on the plateau to provide easy access to outlooks over the amphitheaters. From 1924 to 1925, Bryce Canyon Lodge was built from local timber and stone. Members of the United States Congress started work in 1924 on upgrading Bryce Canyon's protection status from a national monument to a national park to establish Utah National Park. A process led by the Utah Parks Company for transferring ownership of private and state-held land in the monument to the federal government started in 1923. The last of the land in the proposed park's borders was sold to the federal government four years later, and on February 25, 1928, the renamed Bryce Canyon National Park was established. In 1931, President Herbert Hoover annexed an adjoining area south of the park, and in 1942 an additional 635 acres (257 ha) was added. This brought the park's total area to the current figure of 35,835 acres (14,502 ha). Rim Road, the scenic drive that is still used today, was completed in 1934 by the Civilian Conservation Corps. Administration of the park was conducted from neighboring Zion National Park until 1956 when Bryce Canyon's first superintendent started work. ### More recent history The USS Bryce Canyon, which was named for the park, served as a supply and repair ship in the U.S. Pacific Fleet from September 15, 1950, to June 30, 1981. Bryce Canyon Natural History Association (BCNHA) was established in 1961. It runs the bookstore inside the park visitor center and is a non-profit organization created to aid the interpretive, educational, and scientific activities of the National Park Service at Bryce Canyon National Park. A portion of the profits from all bookstore sales are donated to public land units. Responding to increased visitation and traffic congestion, the National Park Service implemented a voluntary, summer-only, in-park shuttle system in June 2000. In 2004, reconstruction began on the aging and inadequate road system in the park. On April 7, 2020, Bryce Canyon National Park was closed to help prevent the spread of COVID-19. The park's phased reopening started on May 6, 2020. ## Geology The Bryce Canyon area shows a record of deposition that spans from the last part of the Cretaceous period and the first half of the Cenozoic era. The ancient depositional environment of the region around what is now the park varied. The Dakota Sandstone and the Tropic Shale were deposited in the warm, shallow waters of the advancing and retreating Cretaceous Seaway (outcrops of these rocks are found just outside park borders). The colorful Claron Formation, from which the park's delicate hoodoos are carved, was laid down as sediments in a system of cool streams and lakes that existed from 63 to about 40 million years ago (from the Paleocene to the Eocene epochs). Different sediment types were laid down as the lakes deepened and became shallow and as the shoreline and river deltas migrated. Several other formations were also created but were mostly eroded away following two major periods of uplift. The Laramide orogeny affected the entire western part of what would become North America starting about 70 million to 50 million years ago. This event helped to build the Rocky Mountains and in the process closed the Cretaceous Seaway. The Straight Cliffs, Wahweap, and Kaiparowits formations were victims of this uplift. The Colorado Plateaus were uplifted 16 million years ago and were segmented into different plateaus, each separated from its neighbors by faults and each having its own uplift rate. The Boat Mesa Conglomerate and the Sevier River Formation were removed by erosion following this uplift. This uplift created vertical joints, which over time were preferentially eroded. The soft Pink Cliffs of the Claron Formation were eroded to form freestanding pinnacles in badlands called hoodoos, while the more resistant White Cliffs formed monoliths. The brown, pink, and red colors are from hematite (iron oxide; Fe<sub>2</sub>O<sub>3</sub>); the yellows from limonite (FeO(OH)·nH<sub>2</sub>O); and the purples are from pyrolusite (MnO<sub>2</sub>). Also created were arches, natural bridges, walls, and windows. Hoodoos are composed of soft sedimentary rock and are topped by a piece of harder, less easily eroded stone that protects the column from the elements. Bryce Canyon has one of the highest concentrations of hoodoos of any place on Earth. The formations exposed in the area of the park are part of the Grand Staircase. The oldest members of this supersequence of rock units are exposed in the Grand Canyon, the intermediate ones in Zion National Park, and its youngest parts are laid bare in the Bryce Canyon area. A small amount of overlap occurs in and around each park. ## Ecology More than 400 native plant species live in the park. There are three life zones in the park based on elevation: The lowest areas of the park are dominated by dwarf forests of pinyon pine and juniper with manzanita, serviceberry, and antelope bitterbrush in between. Aspen, cottonwood, water birch, and willow grow along streams. Ponderosa pine forests cover the mid-elevations with blue spruce and Douglas fir in water-rich areas and manzanita and bitterbrush as underbrush. Douglas fir and white fir, along with aspen and Engelmann spruce, make up the forests on the Paunsaugunt Plateau. The harshest areas have limber pine and ancient Great Basin bristlecone pine, some more than 1,600 years old, holding on. The forests and meadows of Bryce Canyon provide the habitat to support diverse animal life including foxes, badgers, porcupines, elk, skunks, black bears, bobcats, and woodpeckers. Mule deer are the most common large mammals in the park. Elk and pronghorn, which have been reintroduced nearby, sometimes venture into the park. Bryce Canyon National Park forms part of the habitat of three wildlife species that are listed under the Endangered Species Act: the Utah prairie dog, the California condor, and the southwestern willow flycatcher. The Utah prairie dog is a threatened species that was reintroduced to the park for conservation, and the largest protected population is found within the park's boundaries. About 170 species of birds visit the park each year, including swifts and swallows. Most species migrate to warmer regions in winter, although jays, ravens, nuthatches, eagles, and owls stay. In winter, the mule deer, cougars, and coyotes migrate to lower elevations. Ground squirrels and marmots pass the winter in hibernation. Eleven species of reptiles and four species of amphibians have been found in the park. Reptiles include the Great Basin rattlesnake, short-horned lizard, side-blotched lizard, striped whipsnake, and amphibians include the tiger salamander. Also in the park are the black, lumpy, very slow-growing colonies of cryptobiotic soil, which are a mix of lichens, algae, fungi, and cyanobacteria. Together these organisms slow erosion, add nitrogen to the soil, and help it to retain moisture. ## Activities Most park visitors sightsee using the scenic drive, which provides access to 13 viewpoints over the amphitheaters. Bryce Canyon has eight marked and maintained hiking trails that can be hiked in less than a day. The following list includes round trip time and trailhead for each in parentheses: Easy to moderate hikes 1. Mossy Cave (one hour, State Route 12 northwest of Tropic) 2. Rim Trail (5–6 hours, anywhere on the rim) 3. Bristlecone Loop (one hour, Rainbow Point), and Queens Garden (1–2 hours, Sunrise Point) Moderate hikes 1. Navajo Loop (1–2 hours, Sunset Point) 2. Tower Bridge (2–3 hours, north of Sunrise Point) Strenuous hikes 1. Fairyland Loop (4–5 hours, Fairyland Point) 2. Peekaboo Loop (3–4 hours, Bryce Point) Several of the above trails intersect, allowing hikers to combine routes for more challenging hikes. The park also has two trails designated for overnight hiking: the 9-mile (14 km) Riggs Spring Loop Trail and the 23-mile (37 km) Under-the-Rim Trail. Both require a backcountry camping permit. In total, there are 50 miles (80 km) of trails in the park. More than 10 miles (16 km) of marked but ungroomed skiing trails are available off of Fairyland, Paria, and Rim trails in the park. Twenty miles (32 km) of connecting groomed ski trails are in nearby Dixie National Forest and Ruby's Inn. The air in the area is so clear that on most days from Yovimpa and Rainbow points, Navajo Mountain and the Kaibab Plateau can be seen 90 miles (140 km) away in Arizona. On extremely clear days, the Black Mesas of eastern Arizona and western New Mexico can be seen some 160 miles (260 km) away. The park also has a 7.4 magnitude night sky, making it one of the darkest in North America. Stargazers can, therefore, see 7,500 stars with the naked eye, while in most places fewer than 2,000 can be seen due to light pollution, and in many large cities only a few dozen can be seen. Park rangers host public stargazing events and evening programs on astronomy, nocturnal animals, and night sky protection. The Bryce Canyon Astronomy Festival, typically held in June, attracts thousands of visitors. In honor of this astronomy festival, Asteroid 49272 was named after the national park. There are two campgrounds in the park: North Campground and Sunset Campground. Loop A in North Campground is open year-round. Additional loops and Sunset Campground are open from late spring to early autumn. The 114-room Bryce Canyon Lodge is another way to stay overnight in the park. ## See also - List of national parks of the United States
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Siege of Sidney Street
1,121,650,972
1911 siege in the East End of London, England
[ "1910s murders in London", "1911 in London", "1911 murders in the United Kingdom", "Battles and military actions in London", "Conflicts in 1911", "Deaths by firearm in London", "History of the City of London Police", "History of the London Borough of Tower Hamlets", "January 1911 events", "Metropolitan Police operations", "Scots Guards", "Sieges in the United Kingdom", "Stepney" ]
The siege of Sidney Street of January 1911, also known as the Battle of Stepney, was a gunfight in the East End of London between a combined police and army force and two Latvian revolutionaries. The siege was the culmination of a series of events that began in December 1910, with an attempted jewellery robbery at Houndsditch in the City of London by a gang of Latvian immigrants which resulted in the murder of three policemen, the wounding of two others, and the death of George Gardstein, the leader of the Latvian gang. An investigation by the Metropolitan and City of London Police forces identified Gardstein's accomplices, most of whom were arrested within two weeks. The police were informed that the last two members of the gang were hiding at 100 Sidney Street in Stepney. The police evacuated local residents, and on the morning of 3 January a firefight broke out. Armed with inferior weapons, the police sought assistance from the army. The siege lasted for about six hours. Towards the end of the stand-off, the building caught fire; no single cause has been identified. One of the agitators in the building was shot before the fire spread. While the London Fire Brigade were damping down the ruins—in which they found the two bodies—the building collapsed, killing a fireman. The siege marked the first time the police had requested military assistance in London to deal with an armed stand-off. It was also the first siege in Britain to be caught on camera, as the events were filmed by Pathé News. Some of the footage included images of the Home Secretary, Winston Churchill. His presence caused a political row over the level of his operational involvement. At the trial in May 1911 of those arrested for the Houndsditch jewellery robbery, all but one of the accused were acquitted; the conviction was overturned on appeal. The events were fictionalised in film—in The Man Who Knew Too Much (1934) and The Siege of Sidney Street (1960)—and novels. On the centenary of the events two tower blocks in Sidney Street were named after Peter the Painter, one of the minor members of the gang who was probably not present at either Houndsditch or Sidney Street. The murdered policemen and the fireman who died are commemorated with memorial plaques. ## Background ### Immigration and demographics in London In the 19th century, the Russian Empire was home to about five million Jews, the largest Jewish community at the time. Subjected to religious persecution and violent pogroms, many emigrated and between 1875 and 1914 around 120,000 arrived in the United Kingdom, mostly in England. The influx reached its peak in the late 1890s when large numbers of Jewish immigrants—mostly poor and semi-skilled or unskilled—settled in the East End of London. The concentration of Jewish immigrants into some areas was almost 100 per cent of the population, and a study undertaken in 1900 showed that Houndsditch and Whitechapel were both identified as a "well-defined intensely Jewish district". Some of the expatriates were revolutionaries, many of whom were unable to adapt to life in the politically less oppressive London. The social historian William J. Fishman writes that "the meschuggena (crazy) Anarchists were almost accepted as part of the East End landscape"; the terms "socialist" and "anarchist" had been conflated in the British press, who used the terms interchangeably to refer to those with revolutionary beliefs. A leading article in The Times described the Whitechapel area as one that "harbours some of the worst alien anarchists and criminals who seek our too hospitable shore. And these are the men who use the pistol and the knife." From the turn of the century, gang warfare persisted in the Whitechapel and Aldgate areas of London between groups of Bessarabians and refugees from Odessa; various revolutionary factions were active in the area. The Tottenham Outrage of January 1909, by two revolutionary Russians in London—Paul Helfeld and Jacob Lepidus—was an attempt to rob a payroll van, which left two dead and twenty injured. The event used a tactic often employed by revolutionary groups in Russia: the expropriation or theft of private property to fund radical activities. The influx of émigrés and the increase of violent crime associated with it, led to popular concerns and comments in the press. The government passed the Aliens Act 1905 in an attempt to reduce immigration. The popular press reflected the opinions of many at the time; a leading article in The Manchester Evening Chronicle supported the bill to bar "the dirty, destitute, diseased, verminous and criminal foreigner who dumps himself on our soil". The journalist Robert Winder, in his examination of migration into Britain, opines that the Act "gave official sanction to xenophobic reflexes which might ... have remained dormant". ### Latvian émigré gang By 1910 Russian émigrés met regularly at the Anarchist Club in Jubilee Street, Stepney. Many of its members were not anarchists, and the club became a meeting and social venue for the Russian émigré diaspora, most of whom were Jewish. The small group of Latvians who became involved in the events at Houndsditch and Sidney Street were not all anarchists—although anarchist literature was later found among their possessions. Members of the group were probably revolutionaries who had been radicalised by their experiences in Russia. All had extreme left-wing political views and believed the expropriation of private property was a valid practice. The probable leader of the group was George Gardstein, whose real name was likely to have been Poloski or Poolka; he used the aliases Garstin, Poloski, Poolka, Morountzeff, Mourimitz, Maurivitz, Milowitz, Morintz, Morin and Levi. Gardstein, who probably was an anarchist, had been accused of murder and acts of terrorism in Warsaw in 1905 before his arrival in London. Another member of the group, Jacob (or Yakov) Peters, had been an agitator in Russia while in the army and later as a dockyard worker. He had served a term in prison for his activities and had been tortured by the removal of his fingernails. Yourka Dubof was another Russian agitator who had fled to England after being flogged by Cossacks. Fritz Svaars (Latvian: Fricis Svars) was a Latvian who had been arrested by the Russian authorities three times for terrorist offences, but escaped each time. He had travelled through the United States, where he undertook a series of robberies, before arriving in London in June 1910. Another member was "Peter the Painter", a nickname for an unknown figure, possibly named Peter Piaktow (or Piatkov, Pjatkov or Piaktoff), or Janis Zhaklis. Bernard Porter, in a brief sketch in the Dictionary of National Biography, writes that no firm details are known of the anarchist's background and that "None of the ... biographical 'facts' about him ... is altogether reliable." William (or Joseph) Sokoloff (or Sokolow) was a Latvian who had been arrested in Riga in 1905 for murder and robbery before travelling to London. Another of the group's members was Karl Hoffman—whose real name was Alfred Dzircol—who had been involved in revolutionary and criminal activities for several years, including gun-running. In London he had practised as a decorator. John Rosen—real name John Zelin or Tzelin—came to London in 1909 from Riga and worked as a barber, while another member of the gang was Max Smoller, also known as Joe Levi and "Josepf the Jew". He was wanted in his native Crimea for several jewel robberies. ### Policing in the capital Following the Metropolitan Police Act 1829 and the City of London Police Act 1839, the capital was policed by two forces, the Metropolitan Police, who held sway over most of the capital, and the City of London Police, who were responsible for law enforcement within the historic City boundaries. The events in Houndsditch in December 1910 fell into the purview of the City of London service, and the subsequent actions at Sidney Street in January 1911 were in the jurisdiction of the Metropolitan force. Both services came under the political control of the Home Secretary, who in 1911 was the 36-year-old rising politician Winston Churchill. While on the beat, or in the course of their normal duties, the officers of the City of London and Metropolitan forces were provided with a short wooden truncheon for protection. When they faced armed opponents—as was the case in Sidney Street—the police were issued with Webley and Bull Dog revolvers, shotguns and small-bore rifles fitted with .22 Morris-tube barrels, the last of which were more commonly used on small indoor shooting galleries. ## Houndsditch murders, December 1910 At the beginning of December 1910 Smoller, using the name Joe Levi, visited Exchange Buildings, a small cul-de-sac that backed onto the properties of Houndsditch. He rented No. 11 Exchange Buildings; a week later Svaars rented number 9 for a month, saying he needed it for storage. The gang were unable to rent number 10, which was directly behind their target, 119 Houndsditch, the jeweller's shop owned by Henry Samuel Harris. The safe in the jeweller's was reputed to contain between £20,000 and £30,000 worth of jewellery; Harris's son later stated the total was only around £7,000. Over the next two weeks the gang brought in various pieces of necessary equipment, including a 60 foot (18 m) length of India rubber gas hose, a cylinder of compressed gas and a selection of tools, including diamond-tipped drills. With the exception of Gardstein, the identities of the gang members present in Houndsditch on the night of 16 December 1910 have never been confirmed. Bernard Porter, writing in the Dictionary of National Biography, considers that Sokoloff and Peters were present and, in all likelihood, were two of those who shot the policemen who interrupted their burglary. Porter opines that Peter the Painter was probably not at the property that night, while the journalist J P Eddy suggests that Svaars was among those present. Donald Rumbelow, a former policeman who wrote a history of the events, considers that those present consisted of Gardstein, Smoller, Peters and Dubof, with a second group in case the work needed to continue into the following day, which included among their number Sokolow and Svaars. Rumbelow considers a third group on standby, staying at Hoffman's lodgings, to have comprised Hoffman, Rosen and Osip Federoff, an unemployed locksmith. Rumbelow also considers that present at the events—either as lookouts or in unknown capacities—were Peter the Painter and Nina Vassilleva. On 16 December, working from the small yard behind 11 Exchange Buildings, the gang began to break through the back wall of the shop; number 10 had been unoccupied since 12 December. At around 10:00 that evening, returning to his home at 120 Houndsditch, Max Weil heard curious noises coming from his neighbour's property. Outside his house Weil found Police Constable Piper on his beat and informed him of the noises. Piper checked at 118 and 121 Houndsditch, where he could hear the noise, which he thought was unusual enough to investigate further. At 11:00 he knocked at the door of 11 Exchange Buildings—the only property with a light on in the back. The door was opened in a furtive manner and Piper became suspicious immediately. So as not to rouse the man's concerns, Piper asked him "is the missus in?" The man answered in broken English that she was out, and the policeman said he would return later. Piper reported that as he was leaving Exchange Buildings to return to Houndsditch he saw a man acting suspiciously in the shadows of the cul-de-sac. As the policeman approached him, the man walked away; Piper later described him as being approximately 5 feet 7 inches (1.70 m), pale and fair-haired. When Piper reached Houndsditch he saw two policemen from the adjoining beats—constables Woodhams and Walter Choate—who watched 120 Houndsditch and 11 Exchange Buildings while Piper went to the nearby Bishopsgate Police Station to report. By 11:30 seven uniformed and two plain clothes policemen had gathered in the locality, each armed with his wooden truncheon. Sergeant Robert Bentley from Bishopsgate police station knocked at number 11, unaware that Piper had already done so, which alerted the gang. The door was answered by Gardstein, who made no response when Bentley asked if anyone was working there. Bentley asked him to fetch someone who spoke English; Gardstein left the door half-closed and disappeared inside. Bentley entered the hall with Sergeant Bryant and Constable Woodhams; as they could see the bottom of his trouser legs, they soon realised that someone was watching them from the stairs. The police asked the man if they could step into the back of the property, and he agreed. As Bentley moved forward, the back door opened and one of the gang exited, firing from a pistol as he did so; the man on the stairs also began firing. Bentley was shot in the shoulder and the neck—the second round severing his spine. Bryant was shot in the arm and chest and Woodhams was wounded in the leg, which broke his femur; both collapsed. Although they survived, neither Bryant or Woodhams fully recovered from their injuries. As the gang exited the property and made to escape up the cul-de-sac, other police intervened. Sergeant Charles Tucker from Bishopsgate police station was hit twice, once in the hip and once in the heart by Peters: he died instantly. Choate grabbed Gardstein and wrestled for his gun, but the Russian managed to shoot him in the leg. Other members of the gang ran to Gardstein's assistance, shooting Choate twelve times in the process, but Gardstein was also wounded; as the policeman collapsed, Gardstein was carried away by his accomplices, who included Peters. As these men, aided by an unknown woman, made their escape with Gardstein they were accosted by Isaac Levy, a passer-by, whom they threatened at pistol-point. He was the only witness to the escape who was able to provide firm details; other witnesses confirmed they saw a group of three men and a woman, and thought one of the men was drunk as he was being helped by his friends. The group, which included Peters, went to Svaars' and Peter the Painter's lodgings at 59 Grove Street (now Golding Street), off Commercial Road, where Gardstein was tended by two of the gang's associates, Luba Milstein (Svaars' mistress) and Sara Trassjonsky. As they left Gardstein on the bed, Peters left his Dreyse pistol under the mattress, either to make it seem the wounded man was the one who had killed Tucker, or to enable him to defend himself against a possible arrest. Other policemen arrived in Houndsditch, and began to attend to the wounded. Tucker's body was put into a taxi and he was taken to the London Hospital (now the Royal London Hospital) in Whitechapel Road. Choate was also taken there, where he was operated on, but he died at 5:30 am on 17 December. Bentley was taken to St Bartholomew's Hospital. He was half-conscious on arrival, but recovered enough to be able to have a conversation with his pregnant wife and answer questions about the events. At 6:45 pm on 17 December his condition worsened, and he died at 7:30. The killings of Tucker, Bentley and Choate remain one of the largest multiple murders of police officers carried out in Britain in peacetime. ## Investigation, 17 December 1910 – 2 January 1911 The City of London police informed the Metropolitan force, as their protocol demanded, and both services issued revolvers to the detectives involved in the search. The subsequent investigation was challenging for the police because of the cultural differences between the British police and the largely foreign residents of the area covered by the search. The police did not have any Russian, Latvian or Yiddish speakers on the force. In the early hours of the morning of 17 December Milstein and Trassjonsky became increasingly concerned as Gardstein's condition worsened, and they sent for a local doctor, explaining that their patient had been wounded accidentally by a friend. The doctor thought the bullet was still in the chest—it was later found to be touching the right ventricle of the heart. The doctor wanted to take Gardstein to the London Hospital, but he refused; with no other course open to him, the doctor sold them pain medication and left. The Russian was dead by 9:00 that morning. The doctor returned at 11:00 am and found the body. He had not heard of the events at Exchange Buildings the night before, and so reported the death to the coroner, not the police. At midday the coroner reported the death to the local police who, led by Divisional Detective Inspector Frederick Wensley, went to Grove Street and discovered the corpse. Trassjonsky was in the next room when they entered, and she was soon found by the police, hastily burning papers; she was arrested and taken to the police headquarters at Old Jewry. Many of the papers recovered linked the suspects to the East End, particularly to the anarchist groups active in the area. Wensley, who had extensive knowledge of the Whitechapel area, subsequently acted as a liaison officer to the City of London force throughout the investigation. Gardstein's body was removed to a local mortuary where his face was cleaned, his hair brushed, his eyes opened and his photograph taken. The picture, and descriptions of those who had helped Gardstein escape from Exchange Buildings, were distributed on posters in English and Russian, asking locals for information. About 90 detectives vigorously searched the East End, spreading details of those they were looking for. A local landlord, Isaac Gordon, reported one of his lodgers, Nina Vassilleva, after she had told him she had been one of the people living at Exchange Buildings. Wensley questioned the woman, finding anarchist publications in her rooms, along with a photograph of Gardstein. Information began to come in from the public and the group's associates: on 18 December Federoff was arrested at home, and on 22 December Dubof and Peters were both captured. On 22 December a public memorial service took place for Tucker, Bentley and Choate at St Paul's Cathedral. King George V was represented by Edward Wallington, his Groom in Waiting; also present were Churchill and the Lord Mayor of London. The crime had shocked Londoners and the service showed evidence of their feelings. An estimated ten thousand people waited in St Paul's environs, and many local businesses closed as a mark of respect; the nearby London Stock Exchange ceased trading for half an hour to allow traders and staff to watch the procession along Threadneedle Street. After the service, when the coffins were being transported on an eight-mile (13 km) journey to the cemeteries, it was estimated that 750,000 people lined the route, many throwing flowers onto the hearses as they passed. Identity parades were held at Bishopsgate police station on 23 December. Isaac Levy, who had seen the group leaving Exchange Buildings, identified Peters and Dubof as the two he had seen carrying Gardstein. It was also ascertained that Federoff had been witnessed at the events. The following day Federoff, Peters and Dubof all appeared at the Guildhall police court where they were charged with being connected to the murder of the three policemen, and with conspiracy to burgle the jewellery shop. All three pleaded not guilty. On 27 December the poster bearing Gardstein's picture was seen by his landlord, who alerted police. Wensley and his colleagues visited the lodgings on Gold Street, Stepney and found knives, a gun, ammunition, false passports and revolutionary publications. Two days later there was another hearing at the Guildhall police court. In addition to Federoff, Peters and Dubof, present in the dock were Milstein and Trassjonsky. With some of the defendants having a low standard of English, interpreters were used throughout the proceedings. At the end of the day the case was adjourned until 6 January 1911. On New Year's Day 1911 the body of Léon Beron, a Russian Jewish immigrant, was found on Clapham Common in South London. He had been badly beaten and two S-shaped cuts, both two inches long, were on his cheeks. The case became connected in the press with the Houndsditch murders and the subsequent events at Sidney Street, although the evidence at the time for the link was scant. The historian F G Clarke, in his history of the events, located information from another Latvian who stated that Beron had been killed not because he was one of the informers who had passed on information, but because he was planning to pass the information on, and the act was a pre-emptive one, designed to scare the locals into not informing on the anarchists. The posters of Gardstein proved effective, and late on New Year's Day a member of the public came forward to provide information about Svaars and Sokoloff. The informant told police that the men were hiding at 100 Sidney Street, along with a lodger, Betty Gershon, who was Sokoloff's mistress. The informant was persuaded to visit the property the following day to confirm the two men were still present. A meeting took place on the afternoon of 2 January to decide the next steps. Wensley, high-ranking members of the Metropolitan force and Sir William Nott-Bower, the Commissioner of the City Police, were present. ## Events of 3 January Just after midnight on 3 January, 200 police officers from the City of London and Metropolitan forces cordoned off the area around 100 Sidney Street. Armed officers were placed at number 111, directly opposite number 100, and throughout the night the residents of the houses on the block were roused and evacuated. Wensley woke the ground floor tenants at number 100 and asked them to fetch Gershon, claiming that she was needed by her sick husband. When Gershon appeared she was grabbed by the police and taken to the City of London police headquarters; the ground floor lodgers also evacuated. Number 100 was now empty of all residents, apart from Svaars and Sokoloff, neither of whom seemed to be aware of the evacuation. The police's operating procedure—and the law which governed their actions—meant they were unable to open fire without being fired upon first. This, along with the structure of the building, which had a narrow, winding stairwell up which police would have to pass, meant any approach to the gang members was too perilous to attempt. It was decided to wait until dawn before taking any action. At about 7:30 am a policeman knocked on the door of number 100, which elicited no response; stones were then thrown at the window to wake the men. Svaars and Sokoloff appeared at the window and opened fire at the police. A police sergeant was wounded in the chest; he was evacuated under fire across the rooftops and taken to the London Hospital. Some members of the police returned fire, but their guns were only effective over shorter ranges, and proved ineffective against the comparatively advanced automatic weapons of Svaars and Sokoloff. By 9:00 am it was apparent that the two gunmen possessed superior weapons and ample ammunition. The police officers in charge on the scene, Superintendent Mulvaney and Chief Superintendent Stark, contacted Assistant Commissioner Major Frederick Wodehouse at Scotland Yard. He telephoned the Home Office and obtained permission from Churchill to bring in a detachment of Scots Guards, who were stationed at the Tower of London. It was the first time that the police had requested military assistance in London to deal with an armed siege. Twenty-one volunteer marksmen from the Guards arrived at about 10:00 am and took firing positions at each end of the street and in the houses opposite. The shooting continued without either side gaining any advantage. Churchill arrived on the scene at 11:50 am to observe the incident at first hand; he later reported that he thought the crowd were unwelcoming to him, as he heard people asking "Oo let 'em in?", in reference to the Liberal Party's immigration policy that had allowed the influx from Russia. Churchill's role during the siege is unclear. His biographers, Paul Addison and Roy Jenkins, both consider that he gave no operational commands to the police, but a Metropolitan police history of the event states that the events of Sidney Street were "a very rare case of a Home Secretary taking police operational command decisions". In a subsequent letter to The Times, Churchill clarified his role while he was present: > I did not interfere in any way with the dispositions made by the police authorities on the spot. I never overruled those authorities nor overrode them. From beginning to end the police had an absolutely free hand. ... I did not send for the Artillery or the Engineers. I was not consulted as to whether they should be sent for. Shooting between the two sides reached a peak between 12:00 and 12:30 pm, but at 12:50 smoke was seen coming from the building's chimneys and from the second floor windows; it has not been established how the fire was started, whether by accident or design. The fire slowly spread, and by 1:30 it had taken a firm hold and had spread to the other floors. A second detachment of Scots Guards arrived, bringing with them a Maxim machine gun, which was never used. Shortly afterwards Sokoloff put his head out of the window; he was shot by one of the soldiers and he fell back inside. The senior officer of the London Fire Brigade present on the scene sought permission to extinguish the blaze, but was refused. He approached Churchill in order to have the decision overturned, but the Home Secretary approved the police decision. Churchill later wrote: > I now intervened to settle this dispute, at one moment quite heated. I told the fire-brigade officer on my authority as Home Secretary that the house was to be allowed to burn down and that he was to stand by in readiness to prevent the conflagration from spreading. By 2:30 pm the shooting from the house had ceased. One of the detectives present walked close to the wall and pushed the door open, before retreating. Other police officers, and some of the soldiers, came out and waited for the men to exit. None did, and as part of the roof collapsed, it was clear to onlookers that the men were both dead; the fire brigade was allowed to start extinguishing the fire. At 2:40 Churchill left the scene, at about the time the Royal Horse Artillery arrived with two 13-pounder field artillery pieces. Sokoloff's body was found soon after the firemen entered. A wall collapsed on a group of five firemen, who were all taken to the London Hospital. One of the men, Superintendent Charles Pearson, had a fractured spine; he died six months later. After shoring up the building, the firemen resumed their search; at around 6:30 pm the second body—that of Svaars—was found. ## Aftermath The siege was captured by Pathé News cameras—one of their earliest stories and the first siege to be captured on film—and it included footage of Churchill. When the newsreels were screened in cinemas, Churchill was booed with shouts of "shoot him" from audiences. His presence was controversial to many and the Leader of the Opposition, Arthur Balfour, remarked, "He [Churchill] was, I understand, in military phrase, in what is known as the zone of fire—he and a photographer were both risking valuable lives. I understand what the photographer was doing, but what was the right hon. Gentleman doing? That I neither understood at the time, nor do I understand now." Jenkins suggests that he went simply because "he could not resist going to see the fun himself". An inquest was held in January into the deaths at Houndsditch and Sidney Street. The jury took fifteen minutes to reach the conclusion that the two bodies located were those of Svaars and Sokoloff, that Tucker, Bentley and Choate had been murdered by Gardstein and others during the burglary attempt. Rosen was arrested on 2 February at work in Well Street, Hackney, and Hoffman was taken into custody on 15 February. The committal proceedings spread from December 1910—with Milstein and Trassjonsky appearing—to March 1911, and included Hoffman from 15 February. The proceedings consisted of 24 individual hearings. In February Milstein was discharged on the basis that there was insufficient evidence against her; Hoffman, Trassjonsky and Federoff were released in March on the same basis. The case against the four remaining arrested gang members was heard at the Old Bailey by Mr Justice Grantham in May. Dubof and Peters were accused of Tucker's murder, Dubof, Peters, Rosen and Vassilleva were charged with "feloniously harbouring a felon guilty of murder" and for "conspiring and agreeing together and with others unknown to break and enter the shop of Henry Samuel Harris with intent to steal his goods". The case lasted for eleven days; there were problems with the proceedings because of the language difficulties and the chaotic personal lives of the accused. The case resulted in acquittals for all except Vassilleva, who was convicted of conspiracy in the burglary and sentenced to two years' imprisonment; her conviction was overturned on appeal. After the high levels of criticism aimed at the Aliens Act, Churchill decided to strengthen the legislation, and proposed the Aliens (Prevention of Crime) Bill under the Ten Minute Rule. The MP Josiah C Wedgwood objected, and wrote to Churchill to ask him not to introduce the hard-line measures "You know as well as I do that human life does not matter a rap in comparison with the death of ideas and the betrayal of English traditions." The bill did not become law. ## Legacy The inadequacy of the police's firepower led to criticism in the press, and on 12 January 1911 several alternative weapons were tested. The trials resulted in the Metropolitan Police replacing the Webley revolver with the Webley & Scott .32 calibre MP semi-automatic pistol later that year; the City of London Police adopted the weapon in 1912. The members of the group dispersed after the events. Peter the Painter was never seen or heard from again. It was assumed he left the country, and there were several possible sightings in the years afterwards; none were confirmed. Jacob Peters returned to Russia, rose to be deputy head of the Cheka, the Soviet secret police, and was executed in Joseph Stalin's 1938 purge. Trassjonsky had a mental breakdown and was confined for a time at Colney Hatch Lunatic Asylum. Her eventual fate and date of death are unknown. Dubof, Federoff and Hoffmann disappeared from the records; Vassilleva remained in the East End for the remainder of her life and died at Brick Lane in 1963. Smoller left the country in 1911 and travelled to Paris, after which he disappeared; Milstein later emigrated to the United States. The siege was the inspiration for the final scene in Alfred Hitchcock's original 1934 version of The Man Who Knew Too Much; the story was heavily fictionalised in the 1960 film The Siege of Sidney Street. The siege was also the inspiration for two novels, The Siege of Sidney Street (1960) by F Oughton and A Death Out of Season (1973) by Emanuel Litvinoff. In September 2008 Tower Hamlets London Borough Council named two tower blocks in Sidney Street, Peter House and Painter House; Peter the Painter was only involved in a minor capacity in the events and was not present at the siege. The name plaques on the buildings call Peter the Painter an "anti-hero"; the decision angered the Metropolitan Police Federation. A council spokesman said that "There is no evidence that Peter the Painter killed the three policemen, so we knew we were not naming the block after a murderer. ... but he is the name that East Enders associate with the siege and Sidney Street." In December 2010, on the centenary of the events at Houndsditch, a memorial plaque for the three murdered policemen was unveiled near the location. Three weeks later, on the anniversary of the siege, a plaque was unveiled in honour of Pearson, the fireman who died because the building collapsed on him.
21,277,280
Rambles in Germany and Italy
1,164,070,080
1844 travel narrative book by Mary Shelley
[ "1844 books", "Books about Germany", "Books about Italy", "Travel books", "Works by Mary Shelley" ]
Rambles in Germany and Italy, in 1840, 1842, and 1843 is a travel narrative by the British Romantic author Mary Shelley. Issued in 1844, it is her last published work. Published in two volumes, the text describes two European trips that Mary Shelley took with her son, Percy Florence Shelley, and several of his university friends. Mary Shelley had lived in Italy with her husband, Percy Bysshe Shelley, between 1818 and 1823. For her, Italy was associated with both joy and grief: she had written much while there but she had also lost her husband and two of her children. Thus, although she was anxious to return, the trip was tinged with sorrow. Shelley describes her journey as a pilgrimage, which will help cure her depression. At the end of the second trip, Mary Shelley spent time in Paris and associated herself with the "Young Italy" movement, Italian exiles who were in favour of Italian independence and unification. One revolutionary in particular attracted her: Ferdinando Gatteschi. To assist him financially, Shelley decided to publish Rambles. However, Gatteschi became discontented with Shelley's assistance and tried to blackmail her. She was forced to obtain her personal letters from Gatteschi through the intervention of the French police. Shelley differentiates her travel book from others by presenting her material from what she describes as "a political point of view". In so doing, she challenges the early nineteenth-century convention that it was improper for women to write about politics, following in the tradition of her mother, Mary Wollstonecraft, and Lady Morgan. Shelley's aim was to arouse sympathy in England for Italian revolutionaries, such as Gatteschi. She rails against the imperial rule of Austria and France over Italy and criticises the domination of the Catholic Church. She describes the Italians as having an untapped potential for greatness and a desire for freedom. Though Shelley herself thought the work "poor", it found favour with reviewers who praised its independence of thought, wit, and feeling. Shelley's political commentary on Italy was specifically singled out for praise, particularly since it was written by a woman. For most of the nineteenth and twentieth centuries, Shelley was usually known only as the author of Frankenstein and the wife of Percy Bysshe Shelley. Rambles was not reprinted until the rise of feminist literary criticism in the 1970s provoked a wider interest in Shelley's entire corpus. ## Background ### Risorgimento From the Middle Ages until the end of the nineteenth century, Italy was divided into many small duchies and city-states, some of which were autonomous and some of which were controlled by Austria, France, Spain, or the Papacy. These multifarious governments and the diversity of Italian dialects spoken on the peninsula caused residents to identify as "Romans" or "Venetians", for example, rather than as "Italians". When Napoleon conquered parts of Italy during the French Revolutionary Wars (1792–1802) and the Napoleonic Wars (1803–15), he unified many of the smaller principalities; he centralised the governments and built roads and communication networks that helped to break down the barriers between and among Italians. Not all Italians welcomed French rule, however; Giuseppe Capobianco founded a secret society called the Carbonari to resist both French rule and the Roman Catholic Church. After Napoleon was defeated at the Battle of Waterloo in 1815 and the Congress of Vienna left much of northern Italy in the hands of the Austrians, the Carbonari continued their resistance. The Carbonari led revolts in Naples and Piedmont in 1820 and 1821 and in Bologna, the Papal States, Parma, and Modena in the 1830s. After the failure of these revolts, Giuseppe Mazzini, a Carbonaro who was exiled from Italy, founded the "Young Italy" group to work toward the unification of Italy, to establish a democratic republic, and to force non-Italian states to relinquish authority on the peninsula. By 1833, 60,000 people had joined the movement. These nationalist revolutionaries, with foreign support, attempted, but failed, to overthrow the Austrians in Genoa and Turin in 1833 and Calabria in 1844. Italian unification, or Risorgimento, was finally achieved in 1870 under the leadership of Giuseppe Garibaldi. ### Travelling and writing #### 1840 Mary Shelley and her husband Percy Bysshe Shelley had lived in Italy from 1818 to 1822. Although Percy Shelley and two of their four children died there, Italy became for Mary Shelley "a country which memory painted as paradise", as she put it. The couple's Italian years were a time of intense intellectual and creative activity. Percy composed a series of major poems, and Mary wrote the autobiographical novel Matilda, the historical novel Valperga, and the plays Proserpine and Midas. Mary Shelley had always wanted to return to Italy and she excitedly planned her 1840 trip. The return was painful as she was constantly reminded of Percy Shelley. In June 1840, Mary Shelley, Percy Florence (her one surviving child), and a few of his friends—George Defell, Julian Robinson, and Robert Leslie Ellis—began their European tour. They travelled to Paris and then to Metz. From there, they went down the Moselle by boat to Coblenz and then up the Rhine to Mainz, Frankfurt, Heidelberg, Baden-Baden, Freiburg, Schaffhausen, Zürich, the Splügen, and Chiavenna. Feeling ill, Shelley rested at a spa in Baden-Baden; she had wracking pains in her head and "convulsive shudders", symptoms of the meningioma that would eventually kill her. This stop dismayed Percy Florence and his friends, as it provided no entertainment for them; moreover, since none of them spoke German, the group was forced to remain together. After crossing Switzerland by carriage and railway, the group spent two months at Lake Como, where Mary relaxed and reminisced about how she and Percy had almost rented a villa with Lord Byron at the lake one summer. The group then travelled on to Milan, and from there, Percy Florence and his friends soon left for Cambridge to take their university finals. Mary Shelley remained, waiting for funds to complete her journey. In September, she returned to England via Geneva and Paris. Upon her return, she became depressed and could not write: "[in Italy] I might live – as once I lived—hoping—loving—aspiring enjoying ... I am placid now, & the days go by – I am happy in Percy [Florence's] society & health – but no adjuncts ... gild the quiet hours & dulness [sic] creeps over my intellect". Despite this lethargy she managed to publish a second edition of Percy Shelley's prose and began working on another edition of his poetry. #### 1842–44 Sir Timothy Shelley gave his grandson Percy Florence an increase in his allowance for his twenty-first birthday, allowing Mary Shelley and Percy Florence to plan a second, longer trip to the Continent. In June 1842, Mary Shelley and her son left for a fourteen-month tour. They were accompanied by a few of his friends: Alexander Andrew Knox, a poet and classicist, whom Emily Sunstein, a biographer of Mary Shelley, describes as "reminiscent of [Percy] Shelley"; Henry Hugh Pearson, a musician who had written musical accompaniments for several of Percy Shelley's poems; and Robert Leslie Ellis. Mary Shelley hoped that the easy manners of the other young men would rub off on her awkward son, but instead they became petty and jealous of each other. The group visited Liège, Cologne, Coblenz, Mainz, Frankfurt, Kissingen, Berlin, Dresden, Prague, Salzburg, the Tyrol, Innsbruck, Riva, Verona, Venice, Florence, and Rome. In Rome, Mary Shelley toured museums with the French art critic Alex Rio; Percy Florence was unimpressed with the culture and refused to see the art, infuriating his mother, who spent an increasing amount of her time seeing the country with Knox instead. She also paid numerous visits to Percy Bysshe Shelley's grave in Rome. After two months in the Sorrento Peninsula, the group was short of money; Percy Florence and his friends returned home while Mary Shelley went on to Paris. In Paris, Mary Shelley associated with many of the Italian expatriates who were part of the "Young Italy" movement. Her recent travels had made her particularly sympathetic to their revolutionary message. One Italian patriot captivated her in particular: Ferdinando Gatteschi, a smart, handsome, would-be writer. He was young—not yet 30—and in exile, following his participation in a failed Carbonari rebellion against Austria in 1830–31. Shelley was fascinated by Gatteschi; she described him as "a hero & an angel & martyr". Jeanne Moskal, the most recent editor of Rambles, argues that Mary Shelley was attracted to Gatteschi because he resembled Percy Shelley: he was an aristocratic writer who had been cast off by his parents for his liberalism. Moskal argues that "the strength of [Shelley's] devotion overturned her previous resolve not to publish again". At the end of September 1843, Mary Shelley proposed to her publisher, Edward Moxon, that she write a travel book based on her 1840 and 1842 Continental journeys. Interested in assisting Gatteschi, she wrote to Moxon that she was writing "for a purpose most urgent & desirable". She described the work as "light", "personal", and "amusing". Moxon agreed to her proposal and advanced her £60, which she promised to return if fewer than 300 copies of the work were sold. (She subsequently gave this same amount to Gatteschi.) By the end of January 1844, Shelley had already completed most of the first volume. As Sunstein writes, "once started on Rambles, she worked fast and with pleasure, but her head and nerves were bad at times, and her eyes got so weak and inflamed that she wrote only until noon." She left Paris at the end of January and returned to London, still infatuated with Gatteschi. The death of Sir Timothy Shelley, Percy Florence's grandfather, in April 1844, delayed the completion of the work. However, with material from Gatteschi on the Ancona uprising of 1831 and research help from German-speaking friends, Shelley finished. The text was largely drawn from correspondence written during her travels to her step-sister Claire Clairmont. Mary Shelley's last published work, which was dedicated to the travel writer and poet Samuel Rogers, came out on 1 August 1844. Despite Mary Shelley's attempts to assist Gatteschi financially, he tried to blackmail her one year later in 1845 using indiscreet letters she had written. After not hearing from Gatteschi for months, she received threatening letters, which claimed that she had promised him financial success and even possibly marriage. He claimed that her letters would demonstrate this. The contents of Mary Shelley's letters are unknown as they were later destroyed, but she must have felt some danger, for she took great pains to recover the letters and wrote agonised letters to her friends: "[The letters] were written with an open heart – & contain details with regard to my past history, which it [would] destroy me for ever if they ever saw light." Shelley turned to Alexander Knox for help. After obtaining help from the British government, he travelled to Paris and had the Paris police seize Gatteschi's correspondence. Implying that Gatteschi was a danger to the state, Knox and the Paris police called upon the cabinet noir system in order to retrieve the letters. On 11 October, Le National and Le Constitutionnel reported in outrage that Gatteschi's personal papers were seized because he was a suspected revolutionary. Mary wrote to Claire that "It is an awful power this seizure", but she did not regret using it. After Knox retrieved her letters, he burned them. Shelley spent £250 of her own money to finance the operation. She was embarrassed by the entire incident. ## Description of text The two volumes of Rambles are divided into three parts. Part I, which occupies part of the first volume, describes the four-month trip Mary Shelley took with Percy Florence and his university friends in 1840. Parts II and III, which comprise the remainder of the first volume and the entirety of the second volume, describe the fourteen-month trip Mary Shelley took with Percy Florence, Alexander Knox, and other university friends in 1842 and 1843. Part II covers June – August 1842 and Part III covers August 1842 – September 1843. All three parts are epistolary and cover a wide range of topics: "these include personal narratives of the difficulty of a journey, on her varying health, her budgetary constraint; comments on whether [John] Murray's guide-book advice as to hotels, routes or sights was reliable; her subjective responses to the pictures, statues, cities and landscapes she has seen; reports on her occupations and those of her companions; historical disquisitions on such topics as the Tyrolean struggle against Napoleon, or the origins of the Carbonari; and authoritative analysis of the present and future state of Italian literature." ### Part I In twelve conversational letters written in the first person, Mary Shelley charts her travels through Europe during 1840 and her reflections on accommodations, scenery, peasants, economic relationships between the classes, art, literature, and memories of her 1814 and 1816 journeys (recorded in History of a Six Weeks' Tour (1817)). In the first letter, she muses on her return to Italy: > Can it, indeed, be true, that I am about to revisit Italy? How many years are gone since I quitted that country! There I left the mortal remains of those beloved—my husband and my children, whose loss changed my whole existence, substituting, for happy peace and the interchange of deep-rooted affections, years of desolate solitude, and a hard struggle with the world; which only now, as my son is growing up, is brightening into a better day. The name of Italy has magic in its very syllables. After landing in France, Shelley continues to happily anticipate her travels and the benefits she will derive from them. Travelling throughout Germany, she complains about the slowness of travel but is pleased to discover that her memories of the Rhine correspond to the reality. Shelley becomes ill in Germany and pauses at Baden-Baden to recover her health. Fearing Percy Florence's (referred to as P– in the text) love of boats and the water, especially difficult for her after her own husband drowned in a boating accident, she is reluctant to continue to Italy and Lake Como while at the same time desiring to do so. After Shelley recovers her health and spirits, the group proceeds to Italy where she is overcome with nostalgia: > To me, indeed, there was something even thrilling and affecting in the aspect of the commonest objects around ... Window-curtains, the very wash-hand stands, they were all such as had been familiar to me in Italy long, long ago. I had not seen them since those young and happy days. Strange and indescribable emotions invaded me; recollections, long forgotten, arose fresh and strong by mere force of association, produced by those objects being presented to my eye, inspiring a mixture of pleasure and pain, almost amounting to agony. Shelley writes of her overwhelming happiness in Italy and her sadness at having to leave it. At the end of September, her money to return to England fails to arrive, so Percy Florence and his friends return without her. Her funds eventually arrive, and she journeys to England alone. In the letters covering her return journey, she describes the sublime scenery through which she travels, particularly the Simplon Pass and waterfalls in Switzerland. ### Part II Part II, which consists of eleven conversational letters, covers the first part of Shelley's trip to Europe in 1842, specifically her journey from Antwerp to Prague; the names of her travelling companions are disguised in the text and she rarely alludes to them. She discusses art, sometimes spending several pages describing individual works of art; the benefits and drawbacks of travel by railway versus carriage; the German character and habits of the German people; the history associated with the sights she sees; the scenery and the weather; and her problems as a traveller, for example, her inability to speak German, the dirtiness of the inns, and exorbitant pricing for tourists. Shelley begins this section by musing on the benefits of travel: > Travelling is occupation as well as amusement, and I firmly believe that renewed health will be the result of frequent change of place. Besides, what can be so delightful as the perpetual novelty—the exhaustless current of new ideas suggested by travelling? We read, to gather thought and knowledge; travelling is a book of the Creator's own writing, and imparts sublimer wisdom than the printed words of man. Were I exiled perforce, I might repine, for the heart naturally yearns for home. But to adorn that home with recollections; to fly abroad from the hive, like a bee, and return laden with the sweets of travel—scenes, which haunt the eye—wild adventures, that enliven the imagination—knowledge, to enlighten and free the mind from clinging, deadening prejudices—a wider circle of sympathy with our fellow-creatures;—these are the uses of travel. Briefly passing through a quick succession of German cities by railway, carriage, and boat, the group arrives at Kissingen, where they decide to remain for a month for Shelley to "take the cure" at the bath. While Shelley believes the waters will be efficacious, she chafes at the restrictions put on those attempting to better their health, such as rising at five or six and eating no delicacies. Her companions are increasingly frustrated by the schedule and the lack of entertainment at the spa. After leaving Kissingen, the group travels through the area around Weimar, seeing sights associated with Martin Luther and the writers Wieland, Schiller, and Goethe. They continue to Berlin and Dresden, where they spend time viewing art and attending the opera, leaving for Prague in August 1842. ### Part III Throughout 23 informal letters, Shelley describes her travels from Prague to southern Italy. She ponders the scenery of the areas she passes through, the history of Germany and Italy (e.g. the Tyrolenese rebellion of April 1809 and the activities of the Carbonari), the art of Baroque and Renaissance Italy, the literature of Italy, and offers opinions on Italy's recent governments, the national character of the German and Italian people, and Catholicism. She also ponders the changes in herself from who she was in the 1820s to who she is in the 1840s, particularly in relation to her grief: > Many a scene, which I have since visited and admired, has faded in my mind, as a painting in the Diorama melts away, and another struggles into the changing canvass; but his road was as distinct in my mind as if traversed yesterday. I will not here dwell on the sad circumstances that clouded my first visit to Venice. Death hovered over the scene. Gathered into myself, with my 'mind's eye' I saw those before me long departed; and I was agitated again by emotions—by passions—and those the deepest a woman's heart can harbor—a dread to see her child even at that instant expire—which then occupied me. ## Genre ### History of the travel narrative Rambles is a travel narrative, part of a literary tradition begun in the seventeenth century. Through the sixteenth, seventeenth, and eighteenth centuries, Continental travel was considered educational: young, aristocratic gentlemen completed their studies by learning European languages abroad and visiting foreign courts. In the early seventeenth century, however, the emphasis shifted from classical learning to a focus on gaining experience in the real world, such as knowledge of topography, history, and culture. Detailed travel books, including personal travel narratives, began to be published and became popular in the eighteenth century: over 1,000 individual travel narratives and travel miscellanies were published between 1660 and 1800. The empiricism that was driving the scientific revolution spread to travel literature; for example, Lady Mary Wortley Montagu included information she learned in Turkey regarding smallpox inoculation in her travel letters. By 1742, critic and essayist Samuel Johnson was recommending that travellers engage in "a moral and ethical study of men and manners" in addition to a scientific study of topography and geography. Over the course of the eighteenth century, the Grand Tour became increasingly popular. Travel to the Continent for Britain's elite was not only educational but also nationalistic. All aristocratic gentlemen took similar trips and visited similar sites, with the intention of developing an appreciation of Britain from abroad. The Grand Tour was celebrated as educational travel when it involved exchanging scientific information with the intellectual elite, learning about other cultures, and preparing for leadership. However, it was condemned as trivial when the tourist simply purchased curio collectibles, acquired a "superficial social polish", and pursued fleeting sexual relationships. During the Napoleonic Wars, the Continent was closed to British travellers and the Grand Tour came under increasing criticism, particularly from radicals such as Mary Shelley's father, William Godwin, who scorned its aristocratic associations. Young Romantic writers criticised its lack of spontaneity; they celebrated Madame de Staёl's novel Corinne (1807), which depicts proper travel as "immediate, sensitive, and above all [an] enthusiastic experience". Travel literature changed in the 1840s as steam-powered ships and trains made Continental journeys accessible to the middle class. Guidebooks and handbooks were published for this new traveller, who was unfamiliar with the tradition of the Grand Tour. The most famous of these was John Murray's Handbook for Travellers on the Continent (1836). By 1848, Murray had published 60 such works, which "emphasised comprehensiveness, presenting numerous possible itineraries and including information on geology, history, and art galleries". Whereas during the Romantic period, travel writers differentiated themselves from mere tourists through the spontaneity and exuberance of their reactions, during the Victorian period, travel writers attempted to legitimise their works through a "discourse of authenticity". That is, they claimed to have experienced the true culture of an area and their reactions to it were specifically personal, as opposed to the writers of generic guidebooks, whose response was specifically impersonal. ### Rambles as a travel narrative Mary Shelley's Rambles both resembles and attempts to separate itself from other travel narratives of the time. Elizabeth Nitchie, in her description of the text, writes, for example, that there is "little novelty either in what [Shelley] saw or in her account" of the Alps, the Rhine, or Italy, and Moskal notes that Shelley's "book participates in the travel-book convention of museum-going". Although Shelley drew on Murray's famous handbooks and other guidebooks, she specifically attempted to differentiate her work from these. While Murray's guidebooks, for example, were generally apolitical, Shelley argues in the preface to Rambles that the uniqueness of her work is in its portrayal of the Italian people from "a political point of view". Shelley had sold her publisher on the idea of a travel narrative by describing the forthcoming book as "light" and "amusing", in the style of Samuel Rogers, whose travel narrative of Italy, accompanied by illustrations by J. M. W. Turner, had been a best-seller in the late 1820s. Rogers's text had avoided politics and focused on picturesque and sublime scenery. Although Shelley dedicated Rambles to Rogers, her preface acknowledged the influence of Lady Morgan, whose travel work, Italy (1821), had been vocal in its criticism of Austria's rule over Italy and had been placed on the papal list of prohibited books. To make her politics more palatable to her audience, however, Shelley often uses analyses of literature and art to reinforce her points. Shelley's travel narrative, with its "informal" and "subjective" focus on her personal experiences, reflects the Romantic emphasis on the individual. Unlike Augustus Bozzi Granville's The Spas of Germany (1837), which exudes a Victorian respect for order, political authority, and careful documentation, Shelley focuses on her own reactions to these experiences. She specifically criticises the surveillance and control methods used at the spas she visited, such as the strict dietary regimens and confiscation of letters. ### Travel narratives by women writers In choosing to focus her travel narrative on politics, Mary Shelley violated the mid-nineteenth century taboo against women discussing politics, particularly in the public sphere. After the mid-1790s (partly as a result of the French Revolution), Britain experienced an "antifeminist reaction" and women were increasingly discouraged from writing on so-called "masculine" topics. As Moskal explains, there was a "massive cultural prejudice that equate[d] masculinity with mobility", making travel writing itself a masculine genre; there was even a "masculinist aesthetic vocabulary". Women in the late eighteenth century and the early nineteenth century wrote travel narratives anyway, but at a cost. Wollstonecraft is described as asking "men's questions" when she is curious about her surroundings and both Lady Morgan's and Elizabeth Barrett Browning's travel narratives received hostile reviews because they discussed political issues. Both Shelley and her mother, Mary Wollstonecraft, exceeded the bounds of what would have been considered "the normal purview of the female writer" in their travel narratives. Shelley excitedly describes running the rapids in a canoe, for example, and describes the economic status and technological development of the areas she visits. In Paris, she comments on the lack of drains in the streets, in Berlin she visits a steel mill, and throughout the text she describes how the new railways are impacting on travel. Shelley's travel narrative is marked by a specific "ethic of travel"—that one must learn to sympathise both physically and emotionally with those one encounters. Her travels are sentimental, and travel writing for her is "an exploration of the self through an encounter with the other". Her language even mirrors that of her mother. Wollstonecraft describes the frontier of Sweden as "the bones of the world waiting to be clothed with everything necessary to give life and beauty" while Shelley describes the Simplon Pass as having "a majestic simplicity that inspired awe; the naked bones of a gigantic world were here: the elemental substance of fair mother Earth". Also like her mother, whose Letters from Sweden was foundational to the writing of both History of a Six Weeks' Tour and Rambles, Shelley emphasised her maternal role in the text. She describes herself as a conventional figure, worrying about her son. Rather than the scandal-ridden young woman of her youth, which she wrote about in the Tour, she is now a demure, respectable, middle-aged woman. ## Themes ### Italian politics Shelley's stated aim in Rambles is to raise awareness of the political situation in Italy and to convince readers to aid the revolutionaries in their fight for independence. She addresses her readers as English citizens, arguing that they in particular "ought to sympathise in [the Italians'] struggles; for the aspiration for free institutions all over the world has its source in England". On a general level, she articulates an "opposition to monarchical government, disapproval of class distinction, abhorrence of slavery and war and their concomitant cruelties" similar to that in her historical novels Valperga (1823) and Perkin Warbeck (1830). The central theme of the second journey is "the tyranny of Austrian and French imperialism, and the abuses of papal and priestly authority". The solution to Italy's problems, according to Shelley, is neither "subjugation" nor "revolution" but rather "peaceful mediation". Ultimately, it is the lessons learned from history that Shelley feels are the most important, which is why she compares the past and present. Rambles articulates the "Whiggish ideology of political gradualism", and is similar to Wollstonecraft's Vindication of the Rights of Woman (1792) in that it argues that "a reformation of culture is necessary to reform oppressive and degrading power relations". Shelley's political frame for her travel narrative was a difficult one to sell to readers. Her audience wanted to support the revolutionaries, especially exiles living among them, such as Mazzini, but they were also fearful of the violence of the Carbonari and its nationalist ideology. They connected nationalism to their historic enemy—Napoleonic France. In fact, other travel works published at the time made the argument that Napoleon was responsible for Italian unification. Shelley therefore contends that the Risorgimento is primarily inspired by the English and only secondarily by the French (she never names Napoleon). Shelley writes a history of Italian nationalism acceptable to English readers, in which the French are the tyrants oppressing the rising nation of Italy, which the Carbonari, although violent, has inspired and created. Her readers could therefore comfortably support Italian nationalism without supporting policies reminiscent of Napoleon. She also placed most of her political commentary at the end of the text. As Moskal explains, "Shelley creates a structure in which the reader, having already befriended the traveller for some pages, receives this political matter from a friend, not from a stranger." She also praises Italian literature, particularly the works of Alessandro Manzoni, Pietro Colletta, and Michele Amari, connecting it to Italian nationalism. In writing about the Italian situation, Shelley is also advocating a general liberal agenda of rights for the working and middle classes, which had been crushed by the Reign of Terror and Napoleon. British reformers could look with hope towards Italy. ### National character Throughout Rambles, Shelley describes the national character of the peoples she visits. She describes the Italians as having an untapped potential for greatness, particularly the peasants: > No one can talk to them without perceiving latent, under ignorance and superstition, great natural abilities, and that heartfelt piety which springs (as our higher virtues do,) from the imagination which warms and colours their faith. Poor people! how I long for a fairy wand which would make them proprietors of the earth which they till, but most not reap. How sad a thing is human society: yet ... it warms my heart when I find the individuals that compose a population, poor, humble, ignorant, misguided, yet endowed with some of the brightest gifts of our nature, and bearing in their faces the stamp of intelligence and feeling. Shelley frequently laments the poor education on offer to Italians, although she hopes this will spur them to revolt. She does not think much of the Germans. In her earlier travels, she had described the Germans as rude and disgusting; in 1842, she wrote to her half-sister Claire Clairmont, "I do dislike the Germans—& never wish to visit Germany again—but I would not put this in print—for the surface is all I know." Rambles contains little commentary on the Germans, therefore, except to say that she was impressed by the public education system of Germany. It was how political events affected people that Shelley was most interested in. In her History of a Six Weeks' Tour, she had paused several times to discuss the effects of war and she does so again with her description of the Hessians in Rambles: > When we read of the Hessians in the American war, we have a vague idea that our government called in the aid of foreign mercenaries to subdue the revolved colonies; an act which roused Lord Chatham to exclaim in the House of Peers, "If I were an American, as I am an Englishman, while a foreign troop was landed in my country I never would lay down my arms, never—never—never!" We censure the policy of government, we lament the obstinacy of George III, who, exhausting the English levies, had recourse to 'the mercenary sons of rapine and plunder;' and 'devoted the Americans and their possessions to the rapacity of hireling cruelty.' But our imagination does not transport itself to the homes of the unfortunate Germans; nor is our abhorrence of the tyranny that sent them to die in another hemisphere awakened. ### Memory and healing Shelley's trips to Italy were a way for her to revisit memories of her dead husband, Percy Shelley, and the children they had buried there. Moskal argues that Shelley needed to "expiate" her survivor guilt and Dolan that she needed to recover from a damaging trauma. Shelley writes about this in Rambles, using the trope of a pilgrimage; she believes that travelling to Italy and revisiting the scenes of her youth will cure her of her depression, writing, "Besides all that Rome itself affords of delightful [sic] to the eye and imagination, I revisit it as the bourne of a pious pilgrimage. The treasures of my youth lie buried here." Shelley's pilgrimage follows in the tradition of Chaucer as well as the nineteenth-century trend to visit spas for healing, and like most pilgrimage narratives, hers does not relate the journey home. For Shelley, ultimately the most helpful part of travelling and visiting spas was seeing the beautiful scenery. In Rambles, Shelley contends that interacting with picturesque scenery can heal the body. Both the 1840 and 1842 trips followed times of ill health for Shelley and she used them as a way to recover both emotionally and physically. She opens Rambles by describing her poor health and hoping that by travelling her "mind will ... renew the outworn and tattered garments in which it has long been clothed". Shelley's first travel narrative and first published work, History of a Six Weeks' Tour, was published anonymously and was co-written with her husband. Rambles, on the other hand, places Mary Shelley at the centre of the narrative. It tells the story of "the recovery of paradise" and the fears of a mother. Her maternal sorrow is generalised. For example, in discussing the death of her daughter in 1818, she writes: "I was agitated again by emotions—by passions—and those the deepest a woman's heart can harbour—a dread to see her child even at that instant expire—which then occupied me". Connecting these deep feelings to writings by Shakespeare, Wordsworth, Coleridge, and Thomas Holcroft, she argues that intense emotion and environment are intertwined, contending that maternal grief is sublime. ## Reception Of Rambles, Mary Shelley wrote to her friend Leigh Hunt: "It seems to me such a wretched piece of work, written much of it in a state of pain that makes me look at its pages now as if written in a dream." She disliked the work, describing it variously as "a poor affair" and "my poor book", and claimed that Gatteschi had written the best parts. There are no statistics on the sales of the book, but it received at least seventeen reviews. In general, the reviews were favourable; as Moskal explains, "with nationalist movements simmering in Europe, to culminate in the revolutions of 1848, reviewers took Rambles seriously as a political as well as a literary endeavour." Reviewers praised the work as "entertaining, thoughtful and eminently readable", although some thought it was too mournful in places. Separating Shelley's travel memoir from the new guidebooks and handbooks, reviews such as that from the Atlas, praised her "rich fancy, her intense love of nature, and her sensitive apprehension of all that is good, and beautiful and free". They praised its independence of thought, wit, and feeling. Shelley's commentary on the social and political life of Italy, which was generally thought superior to the German sections, caused one reviewer to call the book the work of "a woman who thinks for herself on all subjects, and who dares to say what she thinks", a woman with a "masculine and original mind". Not all reviewers celebrated her independence of mind. The Observer wrote: "With her, as with all women, politics is a matter of the heart, and not as with the more robust nature of man, of the head ... It is an idle and unprofitable theme for a woman." Most of the reviews responded positively to Shelley's political aims; those that were unsympathetic to her political position generally disputed her specific claims. For example, one reviewer claimed that Italy had been improved by Austrian rule. For most of the nineteenth and twentieth centuries, Mary Shelley was known as the author of Frankenstein and the wife of famous Romantic poet Percy Bysshe Shelley. As late as 1961, Rambles had never been reprinted and, as scholar Elizabeth Nitchie explained, "scant use has been made of it, and copies of it are rather scarce." However, she argued that some of Mary Shelley's "best writing" was in Rambles. Novelist Muriel Spark agreed in her book on Shelley, writing that Rambles "contains more humour and liveliness than occur in anything else she wrote". In the 1970s, with the rise of feminist literary criticism, scholars began to pay attention to Shelley's other works. With the publication of scholarship by Mary Poovey and Anne K. Mellor in the 1980s, Mary Shelley's "other" works—her short stories, essays, reviews, dramas, biographies, travel narratives, and other novels—began to be recognised as literary achievements. In the 1990s, Mary Shelley's entire corpus, including Rambles, was reprinted.
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Battle of Mount Austen, the Galloping Horse, and the Sea Horse
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World War II battle on Guadalcanal
[ "1942 in Japan", "1942 in the Solomon Islands", "1943 in Japan", "1943 in the Solomon Islands", "Battles and operations of World War II involving the Solomon Islands", "Battles of World War II involving Japan", "Battles of World War II involving the United States", "Conflicts in 1942", "Conflicts in 1943", "December 1942 events", "Guadalcanal Campaign", "January 1943 events", "Military history of Japan during World War II", "Pacific Ocean theatre of World War II", "United States Marine Corps in World War II" ]
The Battle of Mount Austen, the Galloping Horse, and the Sea Horse, part of which is sometimes called the Battle of the Gifu, took place from 15 December 1942 to 23 January 1943 and was primarily an engagement between United States and Imperial Japanese forces in the hills near the Matanikau River area on Guadalcanal during the Guadalcanal campaign. The U.S. forces were under the overall command of Major General Alexander Patch and the Japanese forces were under the overall command of Lieutenant General Harukichi Hyakutake. In the battle, U.S. soldiers and Marines, assisted by native Solomon Islanders, attacked Imperial Japanese Army forces defending well-fortified and entrenched positions on several hills and ridges. The most prominent hills were called Mount Austen, the Galloping Horse, and the Sea Horse by the Americans. The U.S. was attempting to destroy the Japanese forces on Guadalcanal, and the Japanese were trying to hold their defensive positions until reinforcements could arrive. Both sides experienced extreme difficulties in fighting in the thick jungles and tropical environment of the battle area. Many of the American troops were also involved in their first combat operations. The Japanese were mostly cut off from resupply and suffered greatly from malnourishment and lack of medical care. After some difficulty, the U.S. succeeded in taking Mount Austen, in the process reducing a strongly defended position called the Gifu, as well as the Galloping Horse and the Sea Horse. In the meantime, the Japanese decided to abandon Guadalcanal and withdrew to the west coast of the island. From there most of the surviving Japanese troops were successfully evacuated during the first week of February 1943. ## Background ### Guadalcanal campaign Eight months after the beginning of the Pacific War, on 7 August 1942 Allied forces (primarily U.S.) landed on Guadalcanal, Tulagi, and Florida Islands in the Solomon Islands. The landings on the islands were meant to deny their use by the Japanese as bases for threatening the supply routes between the U.S. and Australia, and to secure the islands as starting points for a campaign with the eventual goal of isolating the major Japanese base at Rabaul while also supporting the Allied New Guinea campaign. The landings initiated the six-month-long Guadalcanal campaign. The Japanese were taken by surprise. By nightfall on 8 August, the 11,000 Allied troops—primarily from the 1st Marine Division of the United States Marine Corps under the command of Lieutenant General Alexander Vandegrift—secured Tulagi and nearby small islands as well as the Japanese airfield under construction at Lunga Point on Guadalcanal. The Allies later renamed the airfield Henderson Field. Allied aircraft operating out of Henderson were called the "Cactus Air Force" (CAF) after the Allied code name for Guadalcanal. To protect the airfield, the U.S. Marines established a perimeter defense around Lunga Point. Additional reinforcements over the next two months later increased the number of U.S. troops at Lunga Point on Guadalcanal to more than 20,000. In response to the Allied landings on Guadalcanal, the Japanese Imperial General Headquarters assigned the Imperial Japanese Army's 17th Army—a corps-sized command based at Rabaul and under the command of Lieutenant General Harukichi Hyakutake—with the task of retaking Guadalcanal. Units of the 17th Army began to arrive on Guadalcanal on 19 August to drive Allied forces from the island. Because of the threat by CAF aircraft based at Henderson Field, the Japanese were unable to use large, slow transport ships to deliver troops and supplies to the island. Instead, the Japanese used warships based at Rabaul and the Shortland Islands to carry their forces to Guadalcanal. The Japanese warships—mainly light cruisers or destroyers from the Eighth Fleet under the command of Vice Admiral Gunichi Mikawa—were usually able to make the round trip down "The Slot" to Guadalcanal and back in a single night, thereby minimizing their exposure to CAF air attack. Delivering the troops in this manner, however, prevented most of the soldiers' heavy equipment and supplies, such as heavy artillery, vehicles, and much food and ammunition, from being carried to Guadalcanal with them. These high-speed warship runs to Guadalcanal occurred throughout the campaign and were later called the "Tokyo Express" by the Allies and "Rat Transportation" by the Japanese. Using forces delivered to Guadalcanal in this manner, the Japanese tried three times to retake Henderson Field, but they were defeated each time. First, a reinforced battalion from the 28th Infantry Regiment was defeated in the Battle of the Tenaru on 21 August. Next, the augmented 35th Infantry Brigade was defeated in the Battle of Edson's Ridge on 12–14 September. Finally, the 2nd Infantry Division augmented by one regiment from the 38th Infantry Division was defeated with heavy losses in the Battle for Henderson Field on 23–26 October. Throughout the campaign, the Japanese used Mount Austen (called Bear Height by the Japanese and Mount Mambulu by the local Solomon Islanders), located west of the Lunga River and about 6 mi (9.7 km) southwest of Henderson Field, to observe the American defenses around Lunga Point. Emplaced artillery on Mount Austen delivered harassing fire on Henderson Field. The hill was also used as a defensive point to protect their positions around the upper Matanikau valley as well as to protect the Maruyama Road, which was a trail used by the Japanese to move men and supplies into the interior of the island. Mount Austen—with a summit of 1,514 ft (461 m)—was not a single peak but a mixed ridgeline of rocky exposed and jungle-covered ridges and hilltops. After the defeat in the Battle for Henderson Field, the Army Section of Imperial General Headquarters directed Hyakutake to increase the numbers of troops and artillery emplaced on the ridgeline to help prepare for the next planned attack on the Americans. Therefore, Hyakutake directed some of the units that were retreating from the Henderson Field battle area to fortify Mount Austen and nearby hilltops. The forces deployed to Mount Austen included the 124th Infantry Regiment under Colonel Akinosuka Oka and several artillery units. Later, surviving troops from the 230th Infantry Regiment—which had taken heavy losses during the Koli Point action and subsequent retreat—joined Oka's forces around Mount Austen. ### Reinforcement and resupply On 5, 7, and 8 November, Tokyo Express missions landed most of the 38th Division's 228th Infantry Regiment and the 1st Battalion, 229th Infantry Regiment on Guadalcanal. On 10 November, Japanese destroyers landed Lieutenant General Tadayoshi Sano—commander of the 38th Infantry Division—plus his staff and 600 more troops from the 38th. Hyakutake used the newly arrived troops to help stop an American attack west of the Matanikau from 8–11 November, then sent the 228th and 229th Regiment's units on 11 November to reinforce Oka's forces. Japanese Major General Takeo Itō—commander of the 38th Division's Infantry Group—later took command of the defenses around Mount Austen. An attempt by the Japanese to deliver the rest of the 38th Division and its heavy equipment failed during the Naval Battle of Guadalcanal on 12–15 November. Only 2,000–3,000 of the remaining 7,000 troops from the division reached the island; most of their supplies, ammunition, and equipment were lost. Because of this failure, the Japanese canceled their next planned attempt to recapture Henderson Field. As December began, the Japanese experienced considerable difficulty in keeping their troops on Guadalcanal resupplied because of Allied air and naval attacks on the Japanese supply chain of ships and bases. The few supplies delivered to the island were not enough to sustain Japanese troops, who by 7 December were losing about 50 men each day from malnutrition, disease, and Allied ground or air attacks. The Japanese had delivered almost 30,000 army troops to Guadalcanal since the campaign began, but by December only about 20,000 were still alive, with about 12,000 more or less fit for combat duty. On 12 December, the Japanese Navy proposed that Guadalcanal be abandoned. Despite opposition from Japanese Army leaders who still hoped that Guadalcanal could eventually be retaken, Imperial General Headquarters, with approval from Emperor Hirohito on 31 December, agreed to the evacuation of all Japanese forces from the island and establishment of a new line of defense for the Solomons on New Georgia. The Japanese titled the evacuation effort of their forces from Guadalcanal Operation Ke (ケ号作戦) and planned to execute the operation beginning on 14 January 1943. In the meantime, the U.S. continued to deliver additional troops to Guadalcanal. The three infantry regiments of the U.S. Army's Americal Division, the 164th, the 182nd and the 132nd, were delivered to Guadalcanal on 13 October, 12 November, and 8 December, respectively. In addition, the U.S. Army's independent 147th Infantry Regiment plus the 2nd Marine Division's 8th Marine Regiment landed on 4 November. The reinforcements also included additional artillery, construction, aviation, naval, and support units. On 9 December, U.S. Army Major General Alexander Patch—commanding general of the Americal Division—succeeded Vandegrift as commander of Allied forces on Guadalcanal and Tulagi. That same day, the 5th Marine Regiment departed the island, followed by the rest of the 1st Marine Division by the end of the month. Patch was ordered to eliminate all Japanese forces remaining on Guadalcanal. Patch told his superior—Millard Harmon, who commanded all U.S. Army forces in the South Pacific—that he needed more troops to accomplish his mission. In response, Harmon ordered the 25th Infantry Division, which was in the process of relocating from Hawaii to the South Pacific Area, to ship directly to Guadalcanal. The 25th's units would arrive at Guadalcanal in stages during the last two weeks of December and the first week of January 1943. In addition, the rest of the 2nd Marine Division's units—including the 6th Marine Regiment—were ordered to Guadalcanal during the same time period. By 7 January, American forces on Guadalcanal would total just over 50,000 men. ## Battles ### First Battle of Mount Austen On 12 December 1942, a small group of Japanese soldiers from the 38th Field Engineer Regiment successfully infiltrated the American lines from the south, destroying a fighter aircraft and a fuel truck on Henderson Field before escaping back to friendly lines. Two days later, a U.S. Army patrol from the 132nd Infantry Regiment skirmished with a group of Japanese on the eastern slopes of Mount Austen. On 15 December, in yet another night infiltration raid onto Henderson Field, a Lieutenant Ono led four men equipped with picric acid blocks past American sentry positions destroying several P-39 Airacobra fighters. Throughout the Guadalcanal campaign, Japanese forces would continue night infiltration tactics against U.S. forces, causing few American casualties. General Patch, however, was convinced that these events illustrated an unacceptable risk to Henderson Field by Japanese troops stationed on and around nearby Mount Austen. Thus, on 16 December, in preparation for a planned general offensive to try to destroy all Japanese forces remaining on Guadalcanal, Patch elected to first secure the Mount Austen area. He therefore ordered the 132nd Infantry Regiment to immediately seize the objective. While the 132nd Infantry Regiment had little modern combat experience aside from jungle skirmishes and patrols, it was proud of its combat history, having participated in both the Civil War and World War I, and its young reserve officers and non-commissioned officers considered themselves skilled in rifle and machine-gun tactics and marksmanship. The 132nd's commander—Colonel Leroy E. Nelson—directed his 3rd Battalion to lead the American assault on the first of several hills, followed by the regiment's 1st Battalion. Artillery support was provided by 105 mm howitzers from the U.S. Army's 246th Field Artillery Battalion and the 75 mm pack howitzers of the 2nd Battalion, 10th Marines. The exposed hills making up the Mount Austen complex were arbitrarily numbered by the Americans for reference purposes (see map at right). On 17 December, Nelson's 3rd Battalion—commanded by Lieutenant Colonel William C. Wright—advanced south of Hill 35 and began to climb toward Mount Austen's summit near Hills 20 and 21. In order to achieve its timetable set by the division commander, the battalion was forced to leave behind many of its support weapons, such as heavy mortars and machine guns, and to take only limited quantities of ammunition and supplies, all of which had to be hand-carried along hacked-out paths through thick jungle. At 09:30 on 18 December, as Wright's lead elements approached, Japanese defenders pinned down the Americans with machine-gun and rifle fire. Exhausted and dehydrated by their trek through the thick jungle, Wright's troops—unable to deploy quickly out of column formation—made no headway against the Japanese defenses. The next morning, after an artillery barrage and air strike from the CAF, Wright went forward with several artillery observers to investigate the terrain in front of his forces. Using concealed fire lanes, a Japanese machine-gun team killed Wright with a burst of fire at 09:30. Wright's second in command, Major Louis Franco, was unable to get forward and take command until late in the day, preventing the battalion from continuing the attack. At the same time, Japanese riflemen infiltrated the American positions and effectively harassed the command posts of both the 3rd and 1st Battalions as well as the column of heavily loaded American supply and engineer parties on the hacked-out jungle trail linking the battalions with the Lunga perimeter. Both U.S. battalions dug in for the night while artillery bombarded the Japanese positions. Between 20 and 23 December, the Japanese apparently withdrew from the area, as aggressive U.S. Army patrols encountered no more enemy in the area of Hills 20 and 21 and further to the south. Nelson ordered the two battalions to move west to Hill 31 and then attack south towards Hill 27. On 24 December, the 3rd Battalion was halted on the slopes of Hill 31 by intense machine-gun fire from well-concealed positions. Facing the Americans was the most strongly fortified Japanese position on Guadalcanal, nicknamed "the Gifu" (after Gifu Prefecture in Japan) by the Japanese. The Gifu position sat between the summits of Mount Austen and Hills 27 and 31 and consisted of a 1,500 yd (1,400 m) line of 45–50 interconnected, mutually supporting, well-camouflaged pillboxes dug into the ground and forming a horseshoe shape with the open end to the west. Only about 3 ft (0.91 m) of each pillbox was above ground with walls and roofs, constructed from logs and dirt, up to 2 ft (0.61 m) thick. Each pillbox contained one to two machine guns and several riflemen; some were sited underneath huge jungle trees. Each of these pillbox emplacements was sited to provide mutual support to the others. Numerous foxholes and trenches provided additional support and cover for additional riflemen and machine-gunners. Behind the pillboxes, the Japanese had sited 81 mm and long-range 90mm mortars. The Gifu was commanded by Major Takeyoshi Inagaki with around 800 men from the 2nd Battalion, 228th Regiment and the 2nd Battalion, 124th Infantry. Between 25 and 29 December, the Japanese defenders prevented the Americans from making any headway in their attempt to overrun the Gifu position. While the U.S. 3rd Battalion—with artillery support—conducted frontal attacks against the position to pin the defenders, the U.S. 1st Battalion attempted to flank the Gifu on the east. However, as the Japanese defenses were fully integrated, the flanking attempt was unsuccessful. By 29 December, U.S. losses had reached 53 killed, 129 wounded, and 131 sick, though morale remained high. Assisting the Americans in this battle were Fijian commandos led by officers and non-commissioned officers from the New Zealand Expeditionary Force. On 2 January, Nelson added his 2nd Battalion—commanded by Lieutenant Colonel George F. Ferry—to the offensive and sent them on a march around the Gifu toward Hill 27. The battalion reached the lower slopes of the hill by 16:00 without meeting serious resistance from the Japanese. This same day, Nelson—who was physically and mentally exhausted and may have been suffering from malaria—was replaced as commander of the 132nd by Lieutenant Colonel Alexander M. George. Sources are unclear whether he requested his own relief or was ordered to relinquish command. The next day, elements of the 132nd's 2nd Battalion occupied the summit of Hill 27, surprised and killed a Japanese 75 mm artillery crew, and successfully repulsed, with help from heavy artillery fire, six Japanese counterattacks on their positions. By this time, the soldiers atop Hill 27 were running extremely short of ammunition and grenades, with Japanese forces returning ten shots to each one fired by the Americans, and medical supplies were exhausted. The 2nd's efforts to improve its position were made more difficult by the hard coral underneath the hill's sod, which made the digging of foxholes difficult. The remainder of the 2nd Battalion, carrying ammunition, food, and medical supplies, reached Hill 27 and joined the battle, where they soon gained combat superiority over the attacking Japanese. At the same time, with the infusion of new leadership by Lieutenant Colonel George, the 1st and 3rd Battalions attacked and pushed a short way into the Gifu, killing 25 Japanese in the process, then closed the gaps between their units and consolidated their positions, while killing many of the Japanese defenders. One officer from the 2nd Battalion, who had brought his personal sniper rifle to the battle, witnessed the final disintegration of Japanese units attacking Hill 27 with a final flurry of suicidal frontal charges. The Japanese soldiers in the Gifu, who had apparently not been resupplied or replenished during the battle, consumed their last remaining food rations on 1 January. Since the beginning of its offensive on Mount Austen, the 132nd had lost 115 killed and 272 wounded. The relatively high number of combat deaths were caused in part by wound infections in the tropical conditions and inability to evacuate men wounded in the early stages of the operation. Even after intervention by the 2nd Battalion, wounded men continued to die, unable to withstand the arduous and slippery portage back down improvised jungle trails on a stretcher carried by two men. These losses, plus the effects of tropical diseases, heat, and combat exhaustion, temporarily rendered the 132nd's 1st and 3rd Battalions incapable of further offensive action. Thus, on 4 January, the 1st and 3rd Battalions were ordered to dig in and hold positions surrounding the Gifu on the north, east, and south. Reviewing the first Mount Austen offensive, Marine officer and historian Samuel B. Griffith concludes, "As the thoroughly butchered Mount Austen operation dragged on into January, it became apparent that both Major General Patch and his assistant Division commander [Brigadier General Edmund Sebree] had much to unlearn, and perhaps even more to learn." However, while Patch's decision to attack Mount Austen was criticized, one participant noted the difficulties faced by the 132nd Regiment and its commanders, including the terrain, limited equipment (light mortars and machine guns with limited ammunition supply, no flamethrowers or pole charges), and the necessity of assaulting thoroughly integrated, prepared, and roofed-over Japanese defenses, which resisted direct hits by 75 mm and in some cases 105 mm shells. For its part, once the 132nd was able to treat its wounded, morale remained high in the newly blooded regiment, which played a significant role in later combat operations on Guadalcanal. The 2nd Battalion, with just 27 killed, was immediately assigned to further offensive combat operations. Losses among the Gifu defenders are unknown but were estimated by one 2nd Battalion officer as of 9 January 1943 at 500 killed and wounded; most of the latter would later die of their wounds when combined with illness and starvation. A Japanese officer's recovered diary stated that the Japanese had suffered heavy casualties. Japanese prisoners captured in later operations referred to the combat at Hills 27 and 31 as The Battle of the Mountain of Blood. ### Arrival of American reinforcements On 2 January, with the arrival of the U.S. Army's 25th Division and the rest of the U.S. Marine 2nd Division, all of the American units on Guadalcanal and Tulagi were together designated as the XIV Corps with Patch in command. Sebree took over as commander of the Americal Division. On 5 January, Patch issued his plan to begin operations to clear Guadalcanal of Japanese forces. The 2nd Marine Division was to push westward from the Matanikau River along the coast while the 25th Division was to finish clearing Mount Austen and to secure the hilltops and ridges located around the inland forks of the Matanikau. The Americal Division and the 147th Infantry Regiment would guard the Lunga perimeter. The deep river ravines of the Matanikau's upper forks naturally divided the U.S. 25th Division's operations area into three distinct areas, with one main terrain feature dominating each area. East of the Matanikau was Mount Austen. In the wedge between the southeast and southwest forks of the Matanikau Hills 44 and 43 together formed a terrain feature that the Americans called the "Sea Horse", because of its shape when viewed from above. Between the Matanikau's southwest and northwest forks was a much larger hill mass labelled, also because of its shape, the "Galloping Horse". Major General J. Lawton Collins—commander of the 25th Division—assigned his 35th Infantry Regiment to clear the Gifu, secure the rest of Mount Austen, and to capture the Sea Horse. He ordered the 27th Infantry Regiment to seize the Galloping Horse from the north. The 35th and the 27th were then to link up on Hill 53 (the Galloping Horse's "Head") to finish clearing the nearby hills and ridges. Collins placed his 161st Infantry Regiment in reserve. Ammunition and supplies for the attacking troops would be transported along rough jeep trails as far forward as possible and then carried the rest of the way by native Solomon Islanders. Having observed the arrival of the American reinforcements to the island, the Japanese were expecting the offensive. Hyakutake ordered the units on the hilltops around the Matanikau and in the Gifu to hold in place in their prepared positions. The Japanese hoped that as the Americans surrounded and intermingled with the Japanese defensive pockets that the close quarters fighting would prevent the Americans from employing their superior firepower in artillery and close air support. At night, the Japanese planned to infiltrate the American rear areas and interdict their supply lines to prevent the American assault forces from receiving sufficient ammunition and provisions to continue their attacks. The Japanese hoped to delay the Americans long enough for more reinforcements to arrive from Rabaul or elsewhere. ### Galloping Horse Viewed from overhead with north upward, the Galloping Horse ridge appeared upside down, with Hills 54 and 55 forming the horse's rear legs, and Hill 57 forming the front legs. From east to west, Hills 50, 51, and 52 formed the horse's body with the 900 ft (270 m) high Hill 53 at the head. Colonel William A. McCulloch—commander of the 27th Regiment—ordered his 1st Battalion to attack Hill 57 and his 3rd Battalion to assault Hills 51 and 52 from Hill 54, which was already in American hands. Defending the Galloping Horse and the nearby fork of the Matanikau were 600 Japanese soldiers from the 3rd Battalion, 228th Infantry Regiment under Major Haruka Nishiyama. The American attack commenced at 05:50 on 10 January with a bombardment by six battalions of artillery and airstrikes by 24 CAF aircraft on suspected Japanese positions in the valley between Hill 57 and the jumping-off point for the 1st Battalion. Beginning their advance at 07:30, the 1st Battalion successfully gained the summit of Hill 57 by 11:40 against light resistance. From Hill 54, the 3rd Battalion's attack route was in the open and dominated by the high ground of Hills 52 and 53. At 06:35, the battalion commenced its assault and occupied Hill 51 without resistance. Continuing its advance, the battalion was stopped by heavy Japanese machine-gun fire 200 yd (180 m) short of Hill 52's summit. After an airstrike by six CAF aircraft on Hill 52 and an artillery bombardment, the 3rd Battalion resumed their attack and successfully captured the summit by 16:25, destroying six machine gun positions and killing about 30 Japanese on the hill. At 09:00 on 11 January, the 3rd Battalion began its attack on Hill 53. The Japanese quickly stopped the American advance with machine-gun and mortar fire. The Americans—who had not received adequate replenishment in water—began to suffer extensive heat casualties. In one platoon, only ten men remained conscious by the afternoon. The next day, the 27th's 2nd Battalion took over the assault on Hill 53. Advancing up the hill, the Americans were stopped short of Hill 53's summit. During the night, Japanese infiltrators cut the telephone line between the 2nd Battalion and its regimental headquarters, affecting unit communications. On 13 January, the Americans renewed the attack but were again halted by heavy Japanese machine-gun and mortar fire. A knoll on the south edge of the ridge (the "horse's neck") leading to Hill 53 was the fulcrum of the Japanese defenses. The knoll contained several machine gun and mortar positions which had effectively held off the American attacks across the ridge. The 2nd Battalion's executive officer—Captain Charles W. Davis—volunteered to lead four other men against the knoll. Crawling on their bellies, Davis and his party crept to within 10 yd (9.1 m) of the enemy position. The Japanese defenders threw two grenades at them, but the grenades failed to explode. Davis and his men threw eight grenades at the Japanese, destroying several of their positions. Davis then stood up, and while shooting his rifle, then pistol with one hand, waved his men forward with the other as he advanced further onto the knoll. Davis and his men then killed or chased away the rest of the Japanese on the knoll. Silhouetted against the sky during the action, Davis was visible to the Americans all up and down the ridge. Inspired by his actions, plus replenished with water by a sudden thunderstorm, the American troops "came to life" and quickly assaulted and captured Hill 53 by noon. The Americans counted the bodies of 170 Japanese soldiers on and around the Galloping Horse. The Americans suffered fewer than 100 killed. Between 15 and 22 January, the 161st Infantry Regiment hunted the remainder of Nishiyama's battalion in the nearby gorge of the southwest Matanikau fork. In total, 400 Japanese were killed defending the Galloping Horse and surrounding area. Two hundred Japanese survivors, including Nishiyama, escaped to friendly lines on 19 January. ### Sea Horse The Sea Horse consisted of two hills, Hill 43 on the south with Hill 44 adjoining to the north. Viewed from overhead with north upward, the Sea Horse ridge appeared upside down, with Hill 43 forming the seahorse's head and Hill 44 forming the abdomen. The American 35th Infantry Regiment, commanded by Colonel Robert B. McClure, was assigned to capture the Sea Horse and complete the reduction of the Gifu on Mount Austen. McClure assigned his 2nd Battalion to the assault on the Gifu and sent his 1st and 3rd Battalions on a long march through the jungle to attack the Sea Horse from the south. Defending the Sea Horse and nearby valleys were the Japanese 124th Regiment's 1st and 3rd Battalions, with Oka's command post located nearby. After taking a 7,000 yd (6,400 m) circuitous route through the jungle around Mount Austen, at 06:35 on 10 January, McClure's 3rd Battalion launched its attack on Hill 43. As the Americans closed on Hill 43 from the south, a group of Japanese soldiers near Oka's command post spotted the U.S. soldiers as they crossed a stream and attacked immediately, threatening the flank of the American column. Two American soldiers—William G. Fournier and Lewis Hall—successfully repelled the Japanese attack with a machine gun but were killed in the process. Making progress against light resistance, the 3rd Battalion dug in for the night about 700 yd (640 m) short of Hill 43's summit. The next day, the 1st Battalion of the 35th was added to the attack, and the two units—with artillery support—drove through several Japanese machine-gun positions and took Hill 43 by early afternoon. Continuing on towards Hill 44 against light opposition, the Americans captured the rest of the Sea Horse by nightfall, cutting off Japanese forces in the Gifu. The native Solomon Islanders who had been man-packing supplies to the two American battalions during the attack were having difficulty delivering sufficient food and ammunition over the long trail between the Sea Horse and the Lunga perimeter. Thus, B-17 Flying Fortress heavy bombers were used to air drop supplies to the American troops around the Sea Horse. On 12 January, the two American battalions of the 35th continued their attack to the west toward the Galloping Horse but were stopped by a Japanese strongpoint on a narrow ridge about 600 yd (550 m) west of their point of departure. After trying to flank the position for two days, the Americans were able to smash the strongpoint with mortar and artillery fire, killing 13 Japanese defenders, and they advanced to a ridge overlooking the southwest fork of the Matanikau by 15:00 on 15 January. That same day, Japanese survivors from the Sea Horse battle—including Oka and most of the 124th's headquarters staff section and the 1st Battalion—were able to slip past the American forces and reach friendly lines further west. The Americans counted 558 Japanese dead around the Sea Horse, mostly from the 124th's 3rd Battalion, and captured 17. ### Second Mount Austen On 9 January, McClure's 2nd Battalion—commanded by Lieutenant Colonel Ernest Peters—replaced the three battalions from the 132nd Regiment and prepared to assault the Gifu. Over the next four days, the Americans tried to feel out the Japanese positions with patrols. At the same time, the Gifu defenders attempted to wear down the Americans with night infiltration attacks. By 13 January, the 2nd Battalion had lost 57 killed or wounded. The battle casualties plus malaria reduced the battalion to 75% of its effective strength by the next day. To assist the battalion, the 35th Regiment's anti-tank gun company personnel were attached to the battalion as infantry. With the capture of the Sea Horse by the Americans, the Japanese in the Gifu were isolated from the rest of the 17th Army. In a last message over his field phone before the line was cut, Inagaki refused an order from Oka to abandon his position and attempt to infiltrate back to friendly lines, instead vowing that his command would "fight to the last". Inagaki apparently refused the order because to do so would have meant leaving his sick and injured men behind. An American attack on the Gifu by the entire 2nd Battalion on 15 January was completely repulsed by the Japanese. In response, McClure relieved Peters of command on 16 January and replaced him with Major Stanley R. Larsen. Larsen decided to completely surround the Gifu and try to reduce it with a massive artillery bombardment on 17 January. In the meantime, the Americans used a loudspeaker to broadcast a surrender appeal in Japanese to the Gifu's defenders. Only five Japanese soldiers responded. One of the five reported that his company actually gathered to discuss the appeal but decided not to surrender because they were too weak to carry their injured, non-ambulatory comrades with them to the American lines. Instead, they elected to perish together as a unit. One Japanese officer defending the Gifu wrote in his diary, "I heard the enemy talking in Japanese over a loud speaker. He is probably telling us to come out—what fools the enemy are. The Japanese Army will stick it out to the end. Position must be defended in all conditions with our lives." At 14:30 on 17 January, twelve 155 mm and thirty-seven 105 mm guns opened fire on the Gifu. Over the next one and a half hours, the American artillery fired 1,700 shells into an area about 1,000 yd (910 m) square. Because of the lateness of the hour, the Americans were unable to follow the barrage with an immediate attack but instead had to wait until the next day, which allowed the Japanese time to recover. On 18 January, the Americans attacked into the weaker west side of the Gifu, making some headway and destroying several Japanese pillboxes over the next two days until heavy rain stopped the attack on 20 January. That night, eleven Japanese were killed trying to escape from the Gifu. On 22 January, the Americans were able to move a light tank up their supply trail to Mount Austen. The tank proved to be the decisive factor in the battle. At 10:20, the tank—protected by 16–18 riflemen—blasted three Japanese pillboxes and penetrated into the Gifu pocket. Proceeding onward, the tank completely traversed the Gifu and destroyed five more pillboxes, breaching a gap 200 yd (180 m) wide in the Japanese line. The American infantry surged through the gap and took positions in the middle of the Gifu. That night around 02:30 on 23 January, apparently realizing the battle was lost, Inagaki led his staff and most of the remaining survivors of his command—about 100 men—in a final charge on the Americans. In the charge, Inagaki and the remainder of his troops were killed almost to the last man. At sunrise, the Americans secured the rest of the Gifu. Sixty-four men from the American 2nd Battalion, 35th Infantry were killed during the assaults on the Gifu between 9 and 23 January, bringing the total number of Americans killed taking Mount Austen to 175. The Americans counted the bodies of 431 Japanese in the remains of the Gifu's fortifications and 87 elsewhere around Mount Austen. Total Japanese losses in the Sea Horse and both Mount Austen battles were probably between 1,100 and 1,500 men. ### Coastal drive At the same time that the U.S. Army offensive was taking place in the hills around the upper Matanikau, the U.S. 2nd Marine Division—under the command of Brigadier General Alphonse DeCarre—was attacking along the north coast of Guadalcanal. Facing the Marines in the hills and ravines south of Point Cruz were the remains of the Japanese 2nd Infantry Division, commanded by Lieutenant General Masao Maruyama, plus the 1st Battalion, 228th Infantry Regiment from the 38th Infantry Division under Major Kikuo Hayakawa. On 13 January, the 2nd and 8th Marine regiments began their offensive with the 8th Marines attacking along the coast and the 2nd Marines advancing further inland. The Japanese were pushed back in some places but held in others, with heavy fighting occurring at several locations in the hills and ravines near the coast. On 14 January, the 2nd Marines were relieved by the 6th Marine Regiment under the command of Colonel Gilder D. Jackson. The Marines renewed the offensive on 15 January. The Japanese stymied the 8th Marines' advance along the coast. Inland, however, the 6th Marines were able to successfully advance about 1,500 yd (1,400 m) and threatened the flank of the Japanese forces emplaced in front of the 8th Marines. At 17:00, Maruyama ordered his troops to retreat to a pre-coordinated line about 1,300 yd (1,200 m) to the west. Early on 16 January, as many of Maruyama's men attempted to comply with the order to retreat, the 6th Marines turned and drove to the coast, trapping most of Maruyama's 4th and 16th Regiments between themselves and the 8th Marines. By 14:00 on 17 January, the Marines had destroyed the Japanese forces trapped in the pocket, killing 643 and capturing two. ## Aftermath On 15 January, an IJA representative from Rabaul reached Guadalcanal on a Tokyo Express mission and informed Hyakutake of the decision to withdraw Japanese forces from the island. Grudgingly accepting the order, the 17th Army staff communicated the Ke evacuation plan to their forces on 18 January. The plan directed the 38th Division to disengage and withdraw towards Cape Esperance on the western end of Guadalcanal beginning on 20 January. The 38th's retirement would be covered by the 2nd Division and other units, which would then follow the 38th westward. Any troops unable to move were encouraged to kill themselves to "uphold the honor of the Imperial Army". From Cape Esperance the Japanese navy planned to evacuate the army forces over the last few days of January and first week of February with a projected completion date of the evacuation of 10 February. The U.S. and its Allies mistook Japanese preparations for Ke as another reinforcement attempt. With this in mind, Patch ordered his forces to launch another offensive against the Japanese forces west of the Matanikau. On 21 January, the 27th and 161st Regiments pushed westward from the area of the Galloping Horse. The Americans—unaware that the 38th Division was withdrawing in preparation to evacuate the island—were surprised to encounter light resistance. Advancing more quickly through the inland hills and ridges than the Japanese had anticipated, by 22 January the Americans were in position to capture Kokumbona on the coast, headquarters of the 17th Army, and completely cut off the remainder of the 2nd Division. Reacting quickly to the situation, the Japanese hurriedly evacuated Kokumbona and ordered the 2nd Division to retire westward immediately. The Americans captured Kokumbona on 23 January. Although some Japanese units were trapped between the American forces and destroyed, most of the 2nd Division's survivors escaped. Over the next week, the Japanese rear-guard—assisted by difficult terrain—effectively delayed the American advance westward from Kokumbona. General Patch—still believing that a Japanese reinforcement effort was imminent—kept most of his forces back to guard Henderson Field, sending only one regiment at a time to continue the advance. Thus, the majority of the surviving Japanese army forces was able to gather at Cape Esperance by the end of January. On 1, 4, and 7 February, Japanese warships successfully evacuated 10,652 army troops from the island. On 9 February, the Americans discovered that the Japanese were gone and declared Guadalcanal secure. In hindsight, some historians have faulted the Americans—especially Patch and Admiral William Halsey, commander of Allied forces in the South Pacific—for not taking advantage of their ground, aerial, and naval superiority to prevent the successful Japanese evacuation of most of their surviving forces from Guadalcanal. Halsey had been recently repulsed at the Battle of Rennell Island. Patch and Harmon's insistence on taking Mount Austen has been cited as one of the factors that delayed the American's main attack to the west, giving the 17th Army a chance to escape. Said Merrill B. Twining of the Japanese forces deployed on and around Mount Austen, "Theoretically these Japanese did offer a threat to our major force advancing westward along the coast, but as a practical matter these isolated groups were composed of sick and starving men unable to do anything more than die in place. Under the circumstances disclosed by subsequent events, it is obvious that Mt. Austen was just part of the scenery and of no significant import to either of the antagonists." Nevertheless, the larger successful campaign to recapture Guadalcanal from the Japanese was an important strategic victory for the U.S. and its allies. Building on their success at Guadalcanal and elsewhere, the Allies continued their campaign against Japan, ultimately culminating in Japan's surrender and the end of World War II.
1,615,881
Second Battle of Independence
1,162,553,982
Battle of the American Civil War
[ "1864 in Missouri", "Battles of the American Civil War in Missouri", "Battles of the Trans-Mississippi Theater of the American Civil War", "Conflicts in 1864", "Jackson County, Missouri", "October 1864 events", "Price's Missouri Expedition", "Union victories of the American Civil War" ]
The Second Battle of Independence was fought on October 22, 1864, near Independence, Missouri, as part of Price's Raid during the American Civil War. In late 1864, Major General Sterling Price of the Confederate States Army led a cavalry force into the state of Missouri in the hopes of creating a popular uprising against Union control, drawing Union Army troops from more important areas, and influencing the 1864 United States presidential election. Price was opposed by a combination of Union Army and Kansas State Militia forces positioned near Kansas City and led by Major General Samuel R. Curtis; Union cavalry under Major General Alfred Pleasonton followed Price from the east, working to catch up to the Confederates from the rear. While moving westwards along the Missouri River, Price's men made contact with Curtis's Union troops at the Little Blue River on October 21. After forcing the Union soldiers to retreat in the Battle of Little Blue River, the Confederates occupied the city of Independence, which was 7 miles (11 km) away. On October 22, part of Price's force pushed Curtis's men across the Big Blue River 6 miles (9.7 km) west of Independence in the Battle of Byram's Ford, while Pleasonton drove back Confederate defenders from the Little Blue. Confederate troops from the divisions of Major General James F. Fagan and Brigadier General John S. Marmaduke resisted Pleasonton's advance. Two Union brigades forced the Confederates through Independence, capturing two cannons and 300 men. While Pleasonton brought up two fresh brigades, the Confederates regrouped southwest of town. Further Union pressure drove the defenders back, and fighting continued until after dark. By the end of October 22, almost all of the Confederate forces had fallen back across the Big Blue. The next day, Price was defeated in the Battle of Westport, and his men fell back through Kansas, suffering further defeats on the way before reaching Texas. The Confederates suffered heavy losses during the campaign. The expansion of the town (now city) of Independence into areas that were rural at the time of the battle has resulted in urban development over much of the battlefield, such that meaningful preservation is no longer possible. ## Background When the American Civil War began in April 1861, the state of Missouri did not secede despite allowing slavery, as it was politically divided. Governor of Missouri Claiborne Fox Jackson supported secession and the Confederate States of America, both of which were opposed by Union Army elements under the command of Brigadier General Nathaniel Lyon. A combination of Confederate and pro-secession Missouri State Guard forces defeated Lyon at the Battle of Wilson's Creek in August, but were confined to southwestern Missouri by the end of the year. The state also developed two competing governments, one supporting the Union and the other the Confederacy. Control of Missouri passed to the Union in March 1862 after the Battle of Pea Ridge in Arkansas, and Confederate activity in Missouri was largely restricted to raids and guerrilla warfare through the rest of 1862 and into 1863. By September 1864, the Confederacy had little chance of a military victory, and incumbent President of the United States Abraham Lincoln had an edge over George B. McClellan – who supported an immediate peace– in the 1864 United States presidential election. With the dire situation east of the Mississippi River in the Atlanta campaign and Siege of Petersburg, General Edmund Kirby Smith, commander of the Confederate Trans-Mississippi Department, was ordered by Confederate President Jefferson Davis's military advisor General Braxton Bragg to send his infantry across the river to more important areas of the war. Union Navy control of the Mississippi River made this impossible. Instead, Smith decided to attack, despite having limited resources. Confederate Major General Sterling Price and Confederate Governor of Missouri Thomas Caute Reynolds, who had replaced Jackson in February 1863 after the latter's death, proposed an invasion of Missouri. Smith approved of the plan and placed Price in command of the offensive. The invasion was designed to start a popular uprising against Union control of the state, draw Union troops away from more important theaters of the war, and improve McClellan's chance of defeating Lincoln. Smith's order tasked Price to "make St. Louis the objective point of your movement" and, if "compelled to withdraw from the State", to retreat through Kansas and the Indian Territory, gathering supplies in the process. ## Prelude After entering Missouri on September 19, Price's column advanced north, only to suffer a bloody repulse at the Battle of Pilot Knob on September 27. Having suffered hundreds of casualties at Pilot Knob, Price decided not to attack St. Louis, which had been reinforced by 9,000 Union infantrymen of Major General Andrew Jackson Smith's XVI Corps. Instead, he aimed his command west, towards the state capital of Jefferson City. Encumbered by a slow-moving wagon train, Price's army took long enough to reach Jefferson City that the Union garrison could be reinforced, growing from 1,000 to 7,000 men. These reinforcements were largely two cavalry brigades commanded by Brigadier Generals John McNeil (from Rolla) and John B. Sanborn (from Cuba) as well as some militia units from other parts of the state. Once Price reached Jefferson City in early October, he decided that it was too strong to attack. After giving up on Jefferson City, Price abandoned the idea of an occupation of Missouri and moved west towards Kansas in compliance with Smith's original orders. Moving west along the Missouri River, the Confederates gathered recruits and supplies, won the Battle of Glasgow and captured Sedalia. ### Opposing forces Price's force, named the Army of Missouri, contained about 12,000 or 13,000 cavalrymen and 14 cannons. Several thousand of these men were either not armed or poorly armed, and all of Price's cannons were of light caliber. The Army of Missouri was organized into three divisions, commanded by Brigadier Generals Joseph O. Shelby and John S. Marmaduke and Major General James F. Fagan. Marmaduke's division contained two brigades, commanded by Brigadier General John B. Clark Jr. and Colonel Thomas R. Freeman; Shelby's division had three brigades under Colonels David Shanks (replaced by Brigadier General M. Jeff Thompson after Shanks was killed in action), Sidney D. Jackman, and Charles H. Tyler; and Fagan's division contained four brigades commanded by Brigadier General William L. Cabell and Colonels William F. Slemons, Archibald S. Dobbins, and Thomas H. McCray. Countering Price was the Department of Missouri, which was commanded by Major General William S. Rosecrans. Many of the department's 10,000 men were militia, who were scattered throughout the state in a variety of local districts and subdistricts. In September, Rosecrans was reinforced at St. Louis by part of the XVI Corps, under the command of Smith. A Union cavalry division was formed on October 6, in Jefferson City under the command of Major General Alfred Pleasonton. Pleasonton's command consisted of four brigades, although one of them (part of Smith's corps) was not in the area at the time. The four brigades were composed of a mixture of Union Army troops and Missouri militia and were supported by 12 cannons; they were commanded by Brigadier Generals Egbert Brown, McNeil, and Sanborn and Colonel Edward F. Winslow. Sanborn temporarily commanded the formation until Pleasonton took full command on October 20. On the other side of the state, the Union Army of the Border was formed under the command of Major General Samuel R. Curtis, the commander of the Department of Kansas; it consisted of a combination of Union Army soldiers and men from the Kansas State Militia. The Army of the Border was divided into two wings: one commanded by Major General George W. Dietzler and the other by Major General James G. Blunt. While Blunt's non-militia soldiers moved east towards Price, political forces in Kansas prevented the militiamen from traveling further into Missouri than the Big Blue River. Many of the militia officers were politicians allied to competing factions in the 1864 Kansas gubernatorial election, and allegations that the militia mobilization was intended to affect the election were common. ### Lexington and Little Blue River On October 18, Blunt occupied the town of Lexington, Missouri, hoping to act in conjunction with Sanborn, but Sanborn was too far away, and Price's army was only 20 miles (32 km) to the east. Blunt decided to hold the town and resist Price, who attacked with Shelby's division on October 19, resulting in the Second Battle of Lexington. Shelby's men were not able to dislodge the Union defenders, but the Confederates captured the town after Marmaduke's and Fagan's divisions were committed to the fray. The morning after the battle, Blunt halted his retreat at the Little Blue River. He advocated for a stand at the river, but he could not be reinforced at that position because of the restrictions on the movement of the Kansas State Militia. Curtis ordered Blunt to fall back to the main Union position at Independence, Missouri; only a single regiment and four cannons were left at the Little Blue as a rear guard. This force totaled about 400 or 600 men. On the morning of October 21, Clark's Confederate brigade attacked the Union rear guard and forced its way across the river, opening the Battle of Little Blue River. Seesaw fighting followed while Blunt received permission to return his troops to the Little Blue River line and Price brought up Shelby's division. The two sides formed strengthened lines, and Shelby continued the attack. Confederate threats to the Union left flank forced troops to be drawn from the center to support the threatened parts of the line. This weakening of the center of the line exposed it to Confederate attack. A little after 14:00, the Union troops began retreating from the field, falling back to Independence. Late that evening, Blunt ordered Independence abandoned and withdrew his men to the Big Blue, 6 miles (9.7 km) to the west. By nightfall, Curtis's and Blunt's men were on the west side of the Big Blue, and Price had occupied Independence. ## Battle ### From the Little Blue to Independence On October 22, Price made a feinting attack against the north part of the Big Blue River line, while Shelby's division attacked in force further south, bringing on the Battle of Byram's Ford. The attack forced the Union line back towards the town of Westport, and Price moved much of his army across the Big Blue. Fagan's division with 4,500 men was left at Independence as a rear guard, and Marmaduke's division with 2,500 men was between Fagan and Shelby. Before Pleasonton took over command from Sanborn on October 20, his cavalrymen had made little progress. Rosecrans and Smith had been following the cavalry with infantry, but with Pleasonton in charge, the cavalry moved much quicker and reached Lexington a day ahead of the infantry. Knowing that Price would eventually have to turn south to return to Confederate territory, Rosecrans wanted Smith and Pleasonton to move south and cut off the path the Confederates would have to take in a retreat. Instead, Pleasonton had gotten far enough ahead of Rosecrans that his 7,000 cavalrymen were already almost to the Confederate line. On the morning of October 22, Rosecrans changed his plans to allow Pleasonton to pursue Price directly. Smith's infantry had already begun the turn south, and had to countermarch north. Contact between the two sides was made at 05:00 at the Little Blue. At the river crossing were Confederate pickets from Slemons's brigade. The detachment was under the command of Colonel John C. Wright. The 13th Missouri Cavalry Regiment and 17th Illinois Cavalry Regiment of McNeil's brigade forced Wright's command back, but were delayed in crossing because of a burned bridge. An artillery battery was across the river by 10:00. McNeil's brigade spent two hours pushing Slemons's brigade and Hughey's Arkansas Battery, which was armed with Parrott rifles, before them. The Union cavalry had gone roughly 3 miles (4.8 km) of the roughly 7 miles (11 km) to Independence by 13:30. Price and Fagan were informed of the action, and Cabell's brigade was sent to support Slemons's and Wright's rear guard action. Cabell's men moved to the front, and Slemons and Wright fell to the rear and out of the action. Price's wagon train had not yet been able to fully cross the Big Blue, and Cabell had to hold out at Independence long enough to allow the train to cross, as Price was stuck between two Union forces. ### Confederates are driven out of Independence McNeil resumed the advance around 14:00, using a formation consisting of the 17th Illinois Cavalry and the 13th Missouri Cavalry as his main line and the 5th Missouri State Militia Cavalry Regiment acting as skirmishers. Despite support from Hughey's battery which lasted until 15:00, Cabell's brigade was forced back to Independence itself, where it was then joined by Clark's and Freeman's brigades. Pleasonton committed Sanborn's brigade to the fighting, and an attack was made with the 2nd Arkansas Cavalry Regiment leading the way. While coordination between McNeil and Sanborn was intended, the 2nd Arkansas Cavalry – on the right of Sanborn's brigade – had commenced their advance earlier than the rest of the attacking force, and were halfway to Independence when the rest began advancing towards the town. After the 2nd Arkansas Cavalry entered the town, the men dismounted in preparation for hand-to-hand combat. The attack drove the Confederates away to the west and southwest, but the Union forces did not pursue them due to fatigue. McNeil's men began their part of the advance once Sanborn stalled, initially heading west before turning south and then back to the west. McNeil's attack was led by the 13th Missouri Cavalry, with the 17th Illinois Cavalry and the 7th Kansas Cavalry Regiment following. Confederates had attempted to block the path of this attack by stringing a chain across the road, but this obstacle was removed by a Unionist civilian. The attack of the 13th Missouri Cavalry shattered Confederate resistance at the Temple Lot, a religious site related to the Latter Day Saint movement. The Union troopers also charged Hughey's battery and its supporting Confederate detachment. Union fire shot down all of the battery's horses, and routed the batterymen and the supporting detachment. The detachment's commander, Hughey's two cannons (which had been captured from Union forces at the Battle of Pleasant Hill), and 300 Confederates were all captured. Cabell was almost captured, and lost his sword during his escape. The 13th Missouri Cavalry lost only 10 men during the charge. The attack was successful but could not be followed up with the troops on hand, as both McNeil's and Sanborn's brigades had become disorganized through exhaustion and confusion. Furthermore, Clark's men resisted at Independence until about 17:00, when they began falling back with the knowledge that Price's supply train was crossing the Big Blue. Pleasonton responded by bringing up Brown's and Winslow's brigades. Brown and Winslow were to move against the Confederates while McNeil's and Sanborn's brigades remained behind in Independence to manage post-battle cleanup tasks. A local bank and hotel were taken over by McNeil and Sanborn's men for use as hospitals, and 40 of Blunt's wounded men who had been abandoned at a field hospital during the Battle of Little Blue River and then captured by the Confederates were rescued. ### To the Big Blue Pleasonton intended for Brown's brigade to attack with support from Winslow's men but the attack was slow to materialize, which allowed the Confederates to reform about 1 mile (1.6 km) to the southwest of Independence. Brown finally attacked about an hour before nightfall, but with less force than intended. The plan was to attack with a front composed of the 1st, the 4th, and the 7th Missouri State Militia Cavalry Regiments, but the latter two units were blocked when Battery L, 2nd Missouri Light Artillery Regiment halted in Independence. Furthermore, the commander of the 1st Missouri State Militia Cavalry, Colonel James McFerran, remained in the rear and did not participate in the attack. Under the command of Lieutenant Colonel Bazel Lazear, the unit skirmished with the Confederates until the defenders placed enough pressure on Lazear's line that he requested reinforcements. Brown finally grasped the situation on the field, located the 4th and 7th Missouri State Militia Cavalry, and sent the two regiments and the artillery unit that had blocked them to the front. The strengthened Union force then attacked with only 30 minutes remaining before sundown. The Union attack drove the Confederates back 2 miles (3.2 km), but ran low on ammunition. The historian Kyle Sinisi estimated that the 1st Missouri State Militia Cavalry fired 11,700 rounds during its part of the fighting, based on the strength of the regiment and a report by McFerran stating how much ammunition the unit's soldiers were issued. After running low on ammunition, Brown's men moved off of the road to Westport, and allowed Winslow's brigade to move to the front. The 3rd and 4th Iowa Cavalry Regiments, and the 4th and 10th Missouri Cavalry Regiments of Winslow's brigade continued fighting as darkness fell. Winslow's men attacked, and quickly drove back Cabell's and Freeman's brigades. Clark formed a rear guard with his brigade and Pratt's Texas Battery, which slowed the Union attack. Though night combat was rare during the American Civil War, the 3rd Iowa Cavalry continued the advance overnight, and pushed Clark's regiments back. Around 22:00, the Confederate wagon train had completed the crossing of the Big Blue, and soon after that time, all of Clark's units except for the 8th Missouri Cavalry Regiment had crossed the river as well. By this point, Union troops were within a few miles of the Big Blue River. After coming under fire from the 8th Missouri Cavalry, Winslow halted his brigade's pursuit at around 22:30. ## Aftermath Pleasonton claimed to have captured 400 prisoners and to have found 40 dead Confederates on the field. Price stated that he lost 300 or 400 men. On the Union side, losses were heaviest in McNeil's brigade. The Civil War Battlefield Guide, edited and principally written by preservationist Frances Kennedy, states that Union losses are unknown and places Price's loss at 140 men. Clark stated that his men suffered heavy losses. Concerned about the safety of his wagon train, Price ordered it to move at daylight for Little Santa Fe, a community near the Missouri/Kansas state line, via Hickman Mills. Two brigades were assigned to guard the train. Marmaduke was given orders to resist Pleasonton, and Fagan's and Shelby's divisions were to attack Curtis, although many of Fagan's men were re-rerouted to guard Marmaduke's flank. On October 23, Shelby and Fagan fought Blunt in the Battle of Westport. The Confederate line initially held, but the arrival of men from the Kansas State Militia turned the tide to the Union. Also, Pleasonton sent McNeil to harass the Confederate wagon train and attacked Marmaduke with the rest of his division. The Union troops broke through the line and hit the flank of the Westport line. Fighting both Curtis and Pleasonton, and with Smith's infantrymen approaching, Price fell back into Kansas. More fighting occurred during the retreat, including a disastrous Confederate rout at the Battle of Mine Creek on October 25. Union pursuit continued until the Arkansas River was reached on November 8, and Price retreated all the way to Texas. He had brought 12,000 or 13,000 men into Missouri, and returned with only about 3,500. In the years since the engagement, the battlefield has been built over due to the growth of Independence. A 1993 study by the American Battlefield Protection Program listed the battlefield as "severely fragmented" and a 2011 study by the Civil War Sites Advisory Commission concluded that the battlefield was "beyond hope of meaningful landscape preservation". As of 2011, none of the battlefield was listed on the National Register of Historic Places, and the 2011 study found that the site would not be eligible. The location is part of Freedom's Frontier National Heritage Area. A self-guided tour covering 10 sites related to the battlefield has been organized by the City of Independence.
1,188,130
What'd I Say
1,163,454,058
1959 single by Ray Charles
[ "1959 singles", "1959 songs", "Atlantic Records singles", "Checkmates, Ltd. songs", "Elvis Presley songs", "Grammy Hall of Fame Award recipients", "Jerry Lee Lewis songs", "Obscenity controversies in music", "Ray Charles songs", "Song recordings produced by Jerry Wexler", "Songs written by Ray Charles", "The Crickets songs", "United States National Recording Registry recordings" ]
"What'd I Say" (or "What I Say") is an American rhythm and blues song by Ray Charles, released in 1959. As a single divided into two parts, it was one of the first soul songs. The composition was improvised one evening late in 1958 when Charles, his orchestra, and backup singers had played their entire set list at a show and still had time left; the response from many audiences was so enthusiastic that Charles announced to his producer that he was going to record it. After his run of R&B hits, this song finally broke Charles into mainstream pop music and itself sparked a new subgenre of R&B titled soul, finally putting together all the elements that Charles had been creating since he recorded "I Got a Woman" in 1954. The gospel and rhumba influences combined with the sexual innuendo in the song made it not only widely popular but very controversial to both white and black audiences. It earned Ray Charles his first gold record and has been one of the most influential songs in R&B and rock and roll history. For the rest of his career, Charles closed every concert with the song. It was added to the National Recording Registry in 2002 and appeared in the 2003 and 2021 versions of Rolling Stone's "The 500 Greatest Songs of All Time" list: at number 10 in 2003 and at number 80 in 2021. ## Background Ray Charles was 28 years old in 1958, with ten years of experience recording primarily rhythm and blues music for the Downbeat and Swingtime record labels, in a style similar to that of Nat King Cole and Charles Brown. Charles signed with Atlantic Records in 1952 where producers Ahmet Ertegun and Jerry Wexler encouraged him to broaden his repertoire. Wexler would later remember that Atlantic Records' success came not from the artists' experience, but the enthusiasm for the music: "We didn't know shit about making records, but we were having fun". Ertegun and Wexler found that a hands-off approach was the best way of encouraging Charles. Wexler later said, "I realized the best thing I could do with Ray was leave him alone". From 1954 into the 1960s Charles toured for 300 days a year with a seven-piece orchestra. He employed another Atlantic singing trio named the Cookies and renamed them the Raelettes when they backed him up on the road. In 1954 Charles began merging gospel sounds and instruments with lyrics that addressed more secular issues. His first attempt was in the song "I Got a Woman", based either on the melodies from the gospel songs, The Southern Tones "It Must Be Jesus" or an uptempo, "I Got a Savior (Way Across Jordan)". It was the first Ray Charles record that got attention from white audiences, but it made some black audiences uncomfortable with its black gospel derivatives; Charles later stated that the joining of gospel and R&B was not a conscious decision. In December 1958, he had a hit on the R&B charts with "Night Time Is the Right Time", an ode to carnality that was sung between Charles and one of the Raelettes, Margie Hendricks, with whom Charles was having an affair. Since 1956 Charles had also included a Wurlitzer electric piano on tour because he did not trust the tuning and quality of the pianos provided him at every venue. On the occasions he would play it, he was derided by other musicians. ## Composition and recording According to Charles' autobiography, "What'd I Say" was accidental when he improvised it to fill time at the end of a concert in December 1958. He asserted that he never tested songs on audiences before recording them, but "What'd I Say" was an exception. Charles himself did not recall where the concert took place, but Mike Evans in Ray Charles: The Birth of Soul placed the show in Brownsville, Pennsylvania. Shows were played at "meal dances" which typically ran four hours with a half-hour break, and would end around 1 or 2 in the morning. Charles and his orchestra had exhausted their set list after midnight, but had 12 minutes left to fill. He told the Raelettes, "Listen, I'm going to fool around and y'all just follow me". Starting on the electric piano, Charles played what felt right: a series of riffs, switching then to a regular piano for four choruses backed up by a unique Latin conga tumbao rhythm on drums. The song changed when Charles began singing simple, improvised unconnected verses ("Hey Mama don't you treat me wrong / Come and love your daddy all night long / All right now / Hey hey / All right"). Charles used gospel elements in a twelve-bar blues structure. Some of the first lines ("See the gal with the red dress on / She can do the Birdland all night long") are influenced by a boogie-woogie style that Ahmet Ertegun attributes to Clarence "Pinetop" Smith, who used to call out to dancers on the dance floor, telling them what to do through his lyrics. In the middle of the song, however, Charles indicated that the Raelettes should repeat what he was doing, and the song transformed into a call and response between Charles, the Raelettes, and the horn section in the orchestra as they called out to each other in ecstatic shouts and moans and blasts from the horns. The audience reacted immediately; Charles could feel the room shaking and bouncing as the crowd was dancing. Many audience members approached Charles at the end of the show to ask where they could purchase the record. Charles and the orchestra performed it again several nights in a row with the same reaction at each show. He called Jerry Wexler to say he had something new to record, later writing, "I don't believe in giving myself advance notices, but I figured this song merited it". The Atlantic Records studio had just purchased an 8-track recorder, and recording engineer Tom Dowd was familiarizing himself with how it worked. In February 1959 Charles and his orchestra finally recorded "What'd I Say" at Atlantic's small studio. Dowd recalled that it did not seem special at the time of recording. It was second of two songs during the session and Charles, the producers, and the band were more impressed with the first one at the session, "Tell the Truth": "We made it like we made all the others. Ray, the gals, and the band live in the small studio, no overdubs. Three or four takes, and it was done. Next!" In retrospect, Ahmet Ertegun's brother Nesuhi credits the extraordinary sound of the song to the restricted size of the studio and the technologically advanced recording equipment used; the sound quality is clear enough to hear Charles slapping his leg in time with the song when the music stops during the calls and responses. The song was recorded in only a few takes because Charles and the orchestra had perfected it while touring. Dowd, however, had two problems during the recording. "What'd I Say" lasted over seven and a half minutes when the normal length of radio-played songs was around two and a half minutes. Furthermore, although the lyrics were not obscene, the sounds Charles and the Raelettes made in their calls and responses during the song worried Dowd and the producers. A previous recording called "Money Honey" by Clyde McPhatter had been banned in Georgia and Ahmet Ertegun and Wexler released McPhatter's song despite the ban, risking arrest. Ray Charles was aware of the controversy in "What'd I Say": "I'm not one to interpret my own songs, but if you can't figure out 'What I Say', then something's wrong. Either that, or you're not accustomed to the sweet sounds of love." Dowd solved the recording issues by mixing three versions of the song. Some call-outs of "Shake that thing!" were removed, and the song was split into two three-and-a-half minute sides of a single record, titling the song "What'd I Say Part I" and "What'd I Say Part II". The recorded version divides the parts with a false ending where the orchestra stops and the Raelettes and orchestra members beg Charles to continue, then goes on to a frenzied finale. Atlantic 45-2031 A side with Part I is 3:05, B side with Part II is 1:59. Dowd later stated after hearing the final recording that not releasing the record was never an option: "we knew it was going to be a hit record, no question." It was held for the summer and released in June 1959. ## Personnel The following musicians played on the session for "What'd I Say". - Ray Charles – piano, Wurlitzer electronic piano, lead vocals - David Newman – tenor saxophone, alto saxophone - Bennie Crawford – alto saxophone, baritone saxophone - Edgar Willis – double bass - Milt Turner – drums - The Raelettes – backing vocals ## Reception Billboard magazine initially gave "What'd I Say" a tepid review: "He shouts out in percussive style ... Side two is the same." The secretary at Atlantic Records started getting calls from distributors, however. Radio stations refused to play it because it was too sexually charged, but Atlantic refused to take the records back from stores. A slightly sanitized version was released in July 1959 in response to the complaints, and the song hit number 82. A week later it was at 43, then 26. In contrast to their earlier review, Billboard several weeks later wrote that the song was "the strongest pop record that the artist has done to date". Within weeks "What'd I Say" topped out at number one on Billboard'''s R&B singles chart, number six on the Billboard Hot 100. "What'd I Say" was Ray Charles' first gold record. It also became Atlantic Records' best-selling song at the time. "What'd I Say" was banned by many black and white radio stations because of, as one critic noted, "the dialogue between himself and his backing singers that started in church and ended up in the bedroom". The erotic nature was obvious to listeners, but a deeper aspect of the fusion between black gospel music and R&B troubled many black audiences. Music, as was much of American society, was also segregated, and some critics complained that gospel was not only being appropriated by secular musicians, but it was being marketed to white listeners. During several concerts in the 1960s, the crowds became so frenetic and the shows so resembled revival meetings while Charles performed "What'd I Say" that the police were called in, when the organizers became worried that riots might break out. The moral controversy surrounding the song has been attributed to its popularity; Charles later acknowledged in an interview that the beat was catchy, but it was the suggestive lyrics that attracted listeners: " 'See the girl with the diamond ring. She knows how to shake that thing.' It wasn't the diamond ring that got 'em." "What'd I Say" was Ray Charles' first crossover hit into the growing genre of rock and roll. He seized the opportunity of his immense newfound success and announced to Ertegun and Wexler that he was considering signing with ABC-Paramount Records (later renamed ABC Records) later in 1959. While he was in negotiations with ABC-Paramount, Atlantic Records released an album of his hits, titled What'd I Say. ## Legacy Michael Lydon, another of Charles' biographers, summarized the impact of the song: "'What'd I Say' was a monster with footprints bigger than its numbers. Daringly different, wildly sexy, and fabulously danceable, the record riveted listeners. When 'What'd I Say' came on the radio, some turned it off in disgust, but millions turned the volume up to blasting and sang 'Unnnh, unnnh, oooooh, oooooh' along with Ray and the Raelets. [It] became the life of a million parties, the spark of as many romances, and a song to date the Summer by." The song was also influential in the United Kingdom. Paul McCartney was immediately struck by the song and knew when he heard it that he wanted to be involved in making music. George Harrison remembered an all-night party he attended in 1959 where the song was played for eight hours non-stop: "It was one of the best records I ever heard." While the Beatles were developing their sound in Hamburg, they played "What'd I Say" at every show, trying to see how long they could make the song last and using the audience in the call and response, with which they found immense popularity. The opening electric piano in the song was the first John Lennon had ever heard, and he tried to replicate it with his guitar. Lennon later credited Charles' opening of "What'd I Say" to the birth of songs dominated by guitar riffs. When Mick Jagger sang for the first time with the band that would become the Rolling Stones, he performed a duet of "What'd I Say". Eric Burdon from the Animals, Steve Winwood of the Spencer Davis Group, Brian Wilson of the Beach Boys, and Van Morrison counted the song as a major influence on why they became interested in music and incorporated it into their shows. Music historian Robert Stephens attributes the birth of soul music to "What'd I Say" when gospel and blues were successfully joined; the new genre of music was matured by later musicians such as James Brown and Aretha Franklin. "In an instant, the music called Soul comes into being. Hallelujah!" wrote musician Lenny Kaye in a retrospective of Atlantic Records artists. In the late 1950s, rock and roll was faltering as its major stars dropped from public view. Elvis Presley was drafted, and Buddy Holly and Eddie Cochran died in 1959 and 1960 respectively. Music and culture critic Nelson George disagrees with music historians who attest the last two years of the 1950s were barren of talent, pointing to Charles and this song in particular. George writes that the themes in Charles' work were very similar to the young rebels who popularized rock and roll, writing > By breaking down the division between pulpit and bandstand, recharging blues concerns with transcendental fervor, unashamedly linking the spiritual and the sexual, Charles made pleasure (physical satisfaction) and joy (divine enlightenment) seem the same thing. By doing so he brought the realities of the Saturday-night sinner and Sunday-morning worshipper—so often one and the same—into raucous harmony. Charles spoofed this double standard on the television comedy show Saturday Night Live in 1977. He hosted an episode and had the original band he toured with in the 1950s to join him. In one skit, he tells a producer that he wants to record the song, but the producer tells him that a white band named the 'Young Caucasians', composed of beaming white teenagers, are to record it first, which they do on the show, in a chaste, sanitized, and unexciting performance. When Charles and his band counter with their original version, Garrett Morris tells them, "Sorry. That'll never make it." Charles closed every show he played for the rest of his career with the song, later stating, "'What'd I Say' is my last song onstage. When I do 'What'd I Say', you don't have to worry about it—that's the end of me; there ain't no encore, no nothin'. I'm finished!" It was ranked tenth on Rolling Stone's list of "The 500 Greatest Songs of All Time", with the summary, "Charles' grunt-'n'-groan exchanges with the Raeletts were the closest you could get to the sound of orgasm on Top Forty radio during the Eisenhower era". In 2000, it ranked number 43 on VH1's 100 Greatest Songs in Rock and Roll and number 96 on VH1's 100 Greatest Dance Songs, being the oldest song in the latter ranking. The same year it was chosen by National Public Radio as one of the 100 most influential songs of the 20th century. A central scene in the 2004 biopic Ray features the improvisation of the song performed by Jamie Foxx, who won an Academy Award for his portrayal of Charles. For its historical, artistic, and cultural significance, the Library of Congress added it to the U.S. National Recording Registry in 2002. The Rock & Roll Hall of Fame featured it as one of 500 Songs that Shaped Rock and Roll in 2007. "What'd I Say" has been covered by many artists in many different styles. Elvis Presley used the song in a large dance scene in his 1964 film Viva Las Vegas'' and released it on the B-side of the title song. Cliff Richard, Eric Clapton with John Mayall & the Bluesbreakers, Rare Earth, Eddie Cochran, Nancy Sinatra, and Sammy Davis, Jr., all put their own style on the song. Jerry Lee Lewis, who found particular success with his rendition in 1961, which peaked at number 30 and spent eight weeks on the charts. Charles noticed, later writing "I saw that many of the stations which had banned the tune started playing it when it was covered by white artists. That seemed strange to me, as though white sex was cleaner than black sex. But once they began playing the white version, they lifted the ban and also played the original."
147,591
The Supremes
1,163,637,597
American Motown female singing group
[ "1959 establishments in Michigan", "1977 disestablishments in Michigan", "African-American girl groups", "American disco groups", "American musical trios", "American soul musical groups", "Doo-wop groups", "Four Tops", "Motown artists", "Musical groups disestablished in 1977", "Musical groups established in 1959", "Musical groups from Detroit", "The Supremes", "Third Man Records artists", "Vocal trios" ]
The Supremes was an American girl group and a premier act of Motown Records during the 1960s. Founded as the Primettes in Detroit, Michigan, in 1959, the Supremes were the most commercially successful of Motown's acts and the most successful American vocal band, with 12 number-one singles on the Billboard Hot 100. Most of these hits were written and produced by Motown's main songwriting and production team, Holland–Dozier–Holland. It is said that their breakthrough made it possible for future African-American R&B and soul musicians to find mainstream success. Billboard ranked the Supremes as the 16th greatest Hot 100 artist of all time. Florence Ballard, Mary Wilson, Diana Ross, and Betty McGlown, the original members, were all from the Brewster-Douglass public housing project in Detroit. They formed the Primettes as the sister act to the Primes (with Paul Williams and Eddie Kendricks, who went on to form the Temptations). Barbara Martin replaced McGlown in 1960, and the group signed with Motown the following year as the Supremes. Martin left the act in early 1962, and Ross, Ballard, and Wilson continued as a trio. During the mid-1960s, the Supremes achieved mainstream success with Ross as lead singer and Holland–Dozier–Holland as its songwriting and production team. In 1967, Motown president Berry Gordy renamed the group Diana Ross & the Supremes, and replaced Ballard with Cindy Birdsong. In 1970, Ross left to pursue a solo career and was replaced by Jean Terrell, and the group reverted the name to the Supremes again. During the mid-1970s, the lineup changed with Lynda Laurence, Scherrie Payne and Susaye Greene, joining until the group, after 18 years from its foundation, disbanded in 1977. ## History ### Origins In Detroit in 1958, Florence Ballard, a junior high school student living in the Brewster-Douglass Housing Projects, met Paul Williams and Eddie Kendricks, who were two members of a Detroit singing group known as the Primes. Ballard sang, as did Paul Williams' girlfriend Betty McGlown, so Milton Jenkins, the Primes's manager, decided to create a sister group to be called the Primettes. Ballard recruited her best friend Mary Wilson, and then Paul Williams recruited Diana Ross. Mentored and funded by Jenkins, the Primettes began by performing hit songs of artists such as Ray Charles and the Drifters at sock hops, social clubs and talent shows around the Detroit area. Receiving additional guidance from group friend and established songwriter Jesse Greer, the quartet quickly earned a local fan following. The group crafted an age-appropriate style that was inspired by the collegiate dress of popular doo-wop group Frankie Lymon & the Teenagers. For the most part, Ballard, Ross and Wilson performed equal leads on songs. Within a few months, guitarist Marvin Tarplin was added to the Primettes' lineup—a move that helped distinguish the group from Detroit's many other aspiring acts by allowing them to sing live instead of lip-synching. After winning the Windsor–Detroit International Freedom Festival on July 4, 1960, the Primettes' sights were set on making a record. In hopes of getting the group signed to the local upstart Motown label, in 1960 Ross asked an old neighbor, Miracles lead singer Smokey Robinson, to help the group land an audition for Motown executive Berry Gordy, who had already proven himself a capable songwriter. Robinson liked "the girls" (as they were then known around Motown) and agreed to help, but he liked their guitarist even more; with the Primettes' permission he hired Tarplin, who became the guitarist for the Miracles. Robinson arranged for the Primettes to audition a cappella for Gordy—but Gordy, feeling they were too young and inexperienced to be recording artists, encouraged them to return when they had graduated from high school. Undaunted, later that year the Primettes recorded a single for Lu Pine Records, a label created just for them, titled "Tears of Sorrow", which was backed with "Pretty Baby". The single failed to find an audience, however. Shortly thereafter, McGlown became engaged and left the group. Local girl Barbara Martin was McGlown's prompt replacement. Determined to leave an impression on Gordy and join the stable of rising Motown stars, the Primettes frequented his Hitsville U.S.A. recording studio. Eventually, they convinced Gordy to allow them to contribute hand claps and background vocals for the songs of other Motown artists including Marvin Gaye and Mary Wells. In January 1961, Gordy finally relented and agreed to sign them to his label – but under the condition that they change the name of their group. The Primes had by this time combined with Otis Williams & the Distants and would soon sign to Motown as the Temptations. Gordy gave Ballard a list of names to choose from that included suggestions such as "the Darleens", "the Sweet Ps", "the Melodees", "the Royaltones" and "the Jewelettes". Ballard chose another suggestion, “the Supremes". In the spring of 1962, Martin left the group to start a family. Thus, the newly named Supremes continued as a trio. Between 1961 and 1963, the Supremes released six singles, starting with "I Want a Guy" and "Buttered Popcorn" on Motown subsidiary label Tamla. However, none of those first six singles charted in the Top 40 positions of the Billboard Hot 100. Jokingly referred to as the "no-hit Supremes" around Motown's Hitsville U.S.A. offices, the group attempted to compensate for their lack of hits by taking on any work available at the studio, including providing hand claps and singing backup for Motown artists such as Marvin Gaye and the Temptations. During these years, all three members took turns singing lead: Wilson favored soft ballads, Ballard favored soulful, hard-driving songs, and Ross favored mainstream pop songs. Most of their early material was written and produced by Berry Gordy or Smokey Robinson. In December 1963, the single "When the Lovelight Starts Shining Through His Eyes" peaked at number 23 on the Billboard Hot 100. "Lovelight" was the first of many Supremes songs written by the Motown songwriting and production team known as Holland–Dozier–Holland. In late 1963, Berry Gordy chose Diane Ross — who began going by "Diana" in 1965—as the official lead singer of the group. Ballard and Wilson were periodically given solos on Supremes albums, and Ballard continued to sing her solo number, "People", in concert for the next two years. In the spring of 1964, the Supremes recorded the single "Where Did Our Love Go". The song was originally intended by Holland-Dozier-Holland for the Marvelettes, who rejected it. Although the Supremes disliked the song, the producers coerced them into recording it. In August 1964, while the Supremes toured as part of Dick Clark's Caravan of Stars, "Where Did Our Love Go" reached number one on the US pop charts, much to the surprise and delight of the group. It was also their first song to appear on the UK singles chart, where it reached number three. "Where Did Our Love Go" was followed by four consecutive US number-one hits: "Baby Love" (which was also a number-one hit in the UK), "Come See About Me", "Stop! In the Name of Love" and "Back in My Arms Again". "Baby Love" was nominated for the 1965 Grammy Award for Best R&B Song. ### Impact The Supremes deliberately embraced a more glamorous image than previous black performers. Much of this was accomplished at the behest of Motown chief Berry Gordy and Maxine Powell, who ran Motown's in-house finishing school and Artist Development department. Unlike many of her contemporaries, Ross sang in a thin, calm voice, and her vocal styling was matched by having all three women embellish their femininity instead of imitate the qualities of male groups. Eschewing plain appearances and basic dance routines, the Supremes appeared onstage in detailed make-up and high-fashion gowns and wigs, and performed graceful choreography created by Motown choreographer Cholly Atkins. Powell told the group to "be prepared to perform before kings and queens." Gordy wanted the Supremes, like all of his performers, to be equally appealing to black and white audiences. Publications such as Time and The Detroit News commented on the Supremes' polished presentation. In a May 1965 profile of rock music, Time called the Supremes "the reigning female rock 'n' roll group" and said that Ross "is greatly envied for the torchy, come-hither purr in her voice." Arnold S. Hirsch of The Detroit News said about the Supremes: "they don't scream or wail incoherently. An adult can understand nine out of every 10 words they sing. And, most astounding, melody can be clearly detected in every song." Encyclopedia Britannica commented that the Supremes' hit singles "sounded modern, upwardly mobile, and stylishly sensual in a way that appealed equally to adults and teens of all persuasions." By 1965, the Supremes were international stars. They toured the world, becoming almost as popular abroad as they were in the US. Almost immediately after their initial number-one hits, they recorded songs for motion picture soundtracks, appeared in the 1965 film Beach Ball, and endorsed dozens of products, at one point having their own brand of bread. By the end of 1966, their number-one hits included "I Hear a Symphony", "You Can't Hurry Love" and "You Keep Me Hangin' On". That year the group also released The Supremes A' Go-Go, which on October 22 became the first album by an all-female group to reach number one on the US Billboard 200, knocking the Beatles' Revolver out of the top spot. Because the Supremes were popular with white audiences as well as with black ones, Gordy had the group perform at renowned supper clubs such as the Copacabana in New York. Broadway and pop standards were incorporated into their repertoire alongside their own hit songs. As a result, the Supremes became one of the first black musical acts to achieve complete and sustained crossover success. Black rock and roll musicians of the 1950s had seen many of their original hit tunes covered by white musicians, with these covers usually achieving more fame and sales success than the originals. The Supremes' success, however, counteracted this trend. Featuring three group members who were marketed for their individual personalities (a move unprecedented at the time) and Diana Ross's pop-friendly voice, the Supremes broke down racial barriers with rock and roll songs underpinned by R&B stylings. The group became extremely popular both domestically and abroad, becoming one of the first black musical acts to appear regularly on television programs such as Hullabaloo, The Hollywood Palace, The Della Reese Show, and, most notably, The Ed Sullivan Show, on which they made 17 appearances. In 2003, Fred Bronson wrote that in 1959, when the Supremes formed as the Primettes, "no one could have predicted they would become the most successful American singing group of all time." ### Changes Problems within the group and within Motown Records' stable of performers led to tension among the members of the Supremes. Many of the other Motown performers felt that Berry Gordy was lavishing too much attention upon the group and upon Ross, in particular. In early 1967, the name of the act was officially changed briefly to "the Supremes with Diana Ross" before changing again to "Diana Ross & the Supremes" by mid-summer. The Miracles had become "Smokey Robinson & the Miracles" two years prior. The fall of 1967 saw Martha & the Vandellas become "Martha Reeves & the Vandellas". Having learned that Ross would receive top billing, David Ruffin lobbied, unsuccessfully, to have the Temptations renamed as "David Ruffin & the Temptations", although Gordy maintained that because they would be providing two acts, a lead singer and a group, Motown could demand more money for live bookings. The Supremes' name change fueled already present rumors of a solo career for Ross and contributed to the professional and personal dismantling of the group. In fact, Gordy intended to replace Ross with Barbara Randolph as early as the fall of 1966, but changed his mind and instead kept Ross in the group for several more years. As Ross became the focal point of the Supremes, Ballard suffered from depression and began to drink excessively, gaining weight until she could no longer comfortably wear many of her stage outfits. During this turbulent period, Ballard relied heavily upon the advice of group mate Mary Wilson, with whom she had maintained a close friendship. Wilson, while outwardly demure and neutral in hopes of keeping the group stable, privately advised Ballard that Ross and Gordy were eager to oust Ballard. By 1967, Ballard would not show up for recording dates, or would arrive at shows too inebriated to perform. For some early 1967 shows, she was replaced by Marlene Barrow (a member of the Motown backup group The Andantes). Looking for a more permanent replacement, Gordy once again thought of Barbara Randolph, possibly believing that Randolph could be groomed as lead singer for the group once it was decided to take Ross solo. However, Ross did not receive Randolph well. In April 1967, Gordy then contacted Cindy Birdsong, a member of Patti LaBelle & the Blue Belles who superficially resembled Ballard, with plans to bring her in as Ballard's replacement. He made his plans clear to Ballard and her group mates at a mid-April meeting, and Birdsong was brought in to begin rehearsals. Gordy did not fire Ballard outright at that time, asking Ballard instead to quit on her own. Birdsong first appeared with the Supremes in Ballard's place at a benefit concert at the Hollywood Bowl on April 29, 1967. Following the performance, Gordy quickly learned that Birdsong was still contractually committed to the Blue Belles when that group's lawyers filed an injunction against him. In May, Ballard returned for what she believed was a probationary period, although in reality it was a stopgap measure until Gordy was able to buy out Birdsong's contract. During May and June, knowing that she was one step away from being dismissed, Ballard made an attempt to toe the line, slimming down and showing up to commitments on time and sober. Despite this, Birdsong was secretly traveling with the Supremes, studying their routines. On June 29, 1967, the group returned to the Flamingo Hotel in Las Vegas as "Diana Ross & the Supremes". The first two days of the Flamingo engagement went by smoothly. On July 1, when reporting for makeup and wardrobe before their first show of the evening, Ballard discovered an extra set of gowns and costumes that had been brought along for Cindy Birdsong. Angered, Ballard performed the first concert of the night inebriated, leading to an embarrassing on-stage incident in which her stomach was revealed when she purposely thrust it forward during a dance routine. Enraged, Gordy ordered her back to Detroit and permanently dismissed her from the group. Birdsong officially assumed her place during the second July 1 show. Ballard's release from Motown was made final on February 22, 1968, when she received a one-time payment of US\$139,804.94 in royalties and earnings. She attempted a solo career with ABC Records, and was forced to formally reject a solo contract offered by Motown as part of her settlement. Ballard's two 1968 singles failed to chart and her solo album was shelved. In 1971, Ballard sued Motown for \$8.7 million, claiming that Gordy and Diana Ross had conspired to force her out of the group; the judge ruled in favor of Motown. Ballard eventually sank into poverty and died abruptly on February 22, 1976, from coronary thrombosis at the age of 32. ### Ross's departure Holland–Dozier–Holland left Motown in early 1968 after a dispute with the label over royalties and profit sharing. The quality of Motown's output (and Diana Ross & the Supremes' records in particular) began to falter as a result. From "Reflections" in 1967 to "The Weight" in 1969, only six out of the eleven released singles reached the Top 20, and only one of those, 1968's "Love Child", made it to number one. Due to the tension within the group and stringent touring schedules, neither Mary Wilson nor Cindy Birdsong appear on many of these singles; they were replaced on these recordings by session singers such as the Andantes. The changes within the group and their decreasing sales were signs of changes within the music industry. The gospel-based soul of female performers such as Aretha Franklin had eclipsed the Supremes' pop-based sound, which had by now evolved to include more middle-of-the-road material. In a cultural climate now influenced more than ever by countercultural movements such as the Black Panther Party, the Supremes found themselves attacked for not being "black enough", and lost ground in the black music market. In mid-1968, Motown initiated a number of high-profile collaborations for the Supremes with their old colleagues, the Temptations. Besides the fact that both groups had come up together, the pairings made financial sense: the Supremes had a mostly white fanbase, while the Temptations a mostly black fanbase. By 1969, the label began plans for a Diana Ross solo career. A number of candidates—most notably Syreeta Wright—were considered to replace Ross. After seeing 24-year-old Jean Terrell perform with her brother Ernie in Florida, Berry Gordy decided on Ross' replacement. Terrell was signed to Motown and began recording the first post-Ross Supremes songs with Wilson and Birdsong during the day, while Wilson and Birdsong toured with Ross at night. At the same time, Ross began to make her first solo recordings. On November 2, 1969, Ross's solo career was first reported by the Detroit Free Press. "Someday We'll Be Together" was recorded with the intent of releasing it as the first solo single for Diana Ross. Desiring a final Supremes number-one record, Gordy instead had the song released as a Diana Ross & the Supremes single, despite the fact that neither Wilson nor Birdsong sang on the record. "Someday We'll Be Together" hit number one on the American pop charts, becoming not only the Supremes' 12th and final number-one hit, but also the final number-one hit of the 1960s. This single also would mark the Supremes' final television appearance together with Ross, performing on The Ed Sullivan Show on December 21, 1969. ### The Supremes in the 1970s Diana Ross & the Supremes gave their final performance on January 14, 1970, at the Frontier Hotel in Las Vegas. A live recording of the performance was released later that year in a double-LP box set titled Farewell. At the final performance, the replacement for Diana Ross, Jean Terrell, was introduced. According to Mary Wilson, after this performance, Berry Gordy wanted to replace Terrell with Syreeta Wright. Wilson refused, leading to Gordy stating that he was washing his hands of the group thereafter. After the Frontier Hotel performance, Ross officially began her career as a solo performer. Mary Wilson and Cindy Birdsong continued working with Jean Terrell on the first post-Ross Supremes album, Right On. The Terrell-led Supremes—now rebranded as "the Supremes;" known unofficially at first as "the New Supremes", and in later years informally called "The '70s Supremes"—scored hits including "Up the Ladder to the Roof" (US number 10, UK number 6), "Stoned Love" (US number 7, UK number 3) and "Nathan Jones" (US number 16, UK number 5), all of which were produced by Frank Wilson. These three singles were also R&B Top Ten hits, with "Stoned Love" becoming their last No.1 R&B hit in December 1970. Songwriting/production team Nickolas Ashford & Valerie Simpson produced another Top 20 hit for the group, a Supremes/Four Tops duet version of Ike & Tina Turner's "River Deep – Mountain High". In 1972, the Supremes had their last Top 20 hit single release, "Floy Joy", written and produced by Smokey Robinson, followed by the final US Top 40 hit for the Jean Terrell-led version of the group, "Automatically Sunshine" (US number 37, UK number 10). "Automatically Sunshine" later became the group's final top 10 single in the UK. On both "Floy Joy" and "Sunshine" Terrell shared lead with Mary Wilson. Motown, by then moving from Detroit to Los Angeles to break into motion pictures, put only limited effort into promoting the Supremes' new material, and their popularity and sales began to wane. Cindy Birdsong left the group in April 1972, after recording the Floy Joy album, to start a family; her replacement was Lynda Laurence, a former member of Stevie Wonder's backup group, Third Generation (a predecessor to Wonderlove). Jimmy Webb was hired to produce the group's next LP, The Supremes Produced and Arranged by Jimmy Webb, but the album and its only single "I Guess I'll Miss the Man" failed to make an impact on the Billboard pop chart, with the single peaking at number 85 on November 24, 1972. In early 1973, the Stevie Wonder-produced "Bad Weather" peaked at number 87 on the US pop charts and number 37 in the UK. Laurence left to start a family, so Cindy Birdsong returned to the group. Dismayed by this poor-performing record and the lack of promotional support from Motown, Jean Terrell left the group and was replaced by Scherrie Payne, the sister of Invictus Records recording artist Freda Payne. Between the 1973 departures of Laurence and Terrell and the first Supremes single with Scherrie Payne, "He's My Man", a disco single on which Payne and Wilson shared lead vocal, Motown was slow in producing contracts for Payne and the returning Birdsong. Before the release of the album in 1975, the Supremes remained a popular live act, and continued touring overseas, particularly in the UK and Japan. The group's new recordings were not as successful as their earlier releases, although "He's My Man" from the album The Supremes was a popular disco hit in 1975. In 1976, Birdsong left again and was replaced by Susaye Greene, another former member of Wonderlove. This final version of the Supremes released two albums, both of which reunited the Supremes with Holland-Dozier-Holland: High Energy, which includes Birdsong on all of the tracks, and Mary, Scherrie & Susaye. In 1976, the Supremes released "I'm Gonna Let My Heart Do the Walking", their final Top 40 hit on the Billboard Hot 100. On June 12, 1977, the Supremes performed their farewell concert at the Drury Lane Theater in London as Wilson made her exit for a solo career and Scherrie and Susaye had selected Joyce Vincent to round out the trio as a new third member. Instead, Motown decided that without any original members, the Supremes would be disbanded. ## Legacy ### Works inspired by the Supremes Several fictional works have been published and produced that are based in part on the career of the group. The 1976 film Sparkle features the story of a Supremes-like singing trio called "Sister & the Sisters" from Harlem, New York. The film's score was composed by Curtis Mayfield, and the soundtrack album by Aretha Franklin was a commercial success. A remake of Sparkle was in development in the early 2000s with R&B singer Aaliyah as the lead, but the project was shelved when Aaliyah died in 2001. The Sparkle remake was eventually released in August 2012 and starred Jordin Sparks and Whitney Houston, in her final film role. On December 21, 1981, the Tony Award-winning musical Dreamgirls opened at the Imperial Theatre on Broadway and ran for 1,522 performances. The musical, loosely based on the history of the Supremes, follows the story of the Dreams, an all-female singing trio from Chicago who become music superstars. Several of the characters in the play are analogues of real-life Supremes/Motown counterparts, with the story focusing upon the Florence Ballard doppelgänger Effie White. While influenced by the Supremes' and Motown's music, the songs in the play are a broader mix of R&B/soul and Broadway music. Mary Wilson loved the musical, but Diana Ross was reportedly angered by it and refused to see it. ### Awards and followers The Supremes were twice nominated for a Grammy Award—for Best Rhythm & Blues Recording ("Baby Love", 1965) and Best Contemporary Rock & Roll Group Vocal Performance ("Stop! In the Name of Love", 1966)—but never won an award in competition. Three of their songs were added to the Grammy Hall of Fame: "Where Did Our Love Go" and "You Keep Me Hangin' On" (both 1999) and "Stop! In the Name of Love" (2001). The group (Ross, Wilson and Ballard) was named as one of eight recipients to receive a Grammy Lifetime Achievement Award at the 65th Annual Grammy Awards in 2023. "Stop! In the Name of Love" and "You Can't Hurry Love" are among the Rock and Roll Hall of Fame's 500 Songs that Shaped Rock and Roll. The Ross-Wilson-Ballard lineup was inducted into the Rock and Roll Hall of Fame in 1988, received a star on the Hollywood Walk of Fame in 1994, and entered into the Vocal Group Hall of Fame in 1998. In 2004, Rolling Stone placed the group at number 97 on their list of the "100 Greatest Artists of All Time". The Supremes are notable for the influences they have had on black girl groups who have succeeded them in popular music, such as The Three Degrees, The Emotions, The Pointer Sisters, En Vogue, TLC, Destiny's Child and Cleopatra. "The Beatles were there," said Madonna of her childhood, "but I was more eager about The Supremes. I was really into girl groups." ### Reunions Fan interest made the idea of a Supremes reunion tour a very profitable one during the 1980s. In 1982, around the time that Motown reunited all of the Temptations, it was rumored that Motown would reunite the Supremes. The 1974 line-up of the Supremes (Wilson, Birdsong and Payne) was considered for this reunion, which was to include new recordings and a tour. Under advisement from Berry Gordy, Wilson declined to reunite, and the idea was scrapped. Ross briefly reunited with Wilson and Birdsong to perform "Someday We'll Be Together" on the Motown 25: Yesterday, Today, Forever television special, taped on March 25, 1983, and broadcast on NBC on May 16, 1983. In 2000, plans were made for Ross to join Wilson and Birdsong for a planned "Diana Ross & the Supremes: Return to Love" reunion tour. However, Wilson passed on the idea, because while the promoters offered Ross \$15 million to perform, Wilson was offered \$4 million and Birdsong less than \$1 million. Ross herself offered to double the amounts both Wilson and Birdsong had originally been offered, but while Birdsong accepted, Wilson remained adamant, and as a result the deal fell through with both former Supremes. Eventually, the "Return to Love" tour went on as scheduled, but with Payne and Laurence joining Ross, although none of the three had ever been in the group at the same time and neither Payne nor Laurence had sung on any of the original hit recordings that they were now singing live. Susaye Greene was also considered for this tour, but refused to audition for it. The music critics cried foul and many fans were disappointed by both this and the shows' high ticket prices. Though the tour did well in larger markets including near capacity at the opening night in Philadelphia and a sellout at Madison Square Garden in New York, it under performed in smaller/medium markets. The tour was canceled after playing only half of the dates on itinerary. With the death of Florence Ballard in 1976 and the death of Mary Wilson on February 8, 2021, there is no longer any possible reunion of the original classic lineup. ### Post-Supremes groups In 1986, Jean Terrell, Scherrie Payne and Lynda Laurence began to perform as "The FLOS": Former Ladies of the Supremes. When Terrell quit in 1992, Sundray Tucker, Laurence's sister, stepped in for a short time, but was replaced by Freddi Poole in 1996. More recently in September 2009, Poole was replaced by Joyce Vincent, formerly of Tony Orlando and Dawn. Kaaren Ragland along with Karen Jackson and Debbie Sharpe performed with Mary Wilson from 1978 through the mid-1980s for background work to help Wilson fulfill contractual obligations concerning The Supremes in order to avoid being sued by Motown as Wilson stated in her 1990 book. In 1989, Ragland formed her own group called "the Sounds of the Supremes". She has claimed numerous times that she was a member of the Supremes because of her performances with Wilson, but she was never signed by Motown and performed with Wilson only after the Supremes disbanded in 1977 and is not considered as a member of the Supremes. ## Personnel The Supremes (aka the Primettes and Diana Ross & the Supremes) - Mary Wilson (1959–1977, 1983; died 2021) - Diana Ross (1959–1970, 1983, 2000) - Florence Ballard (1959–1967; died 1976) - Betty McGlown (1959–1960; died 2008) - Barbara Martin (1960–1962; died 2020) - Cindy Birdsong (1967–1972, 1973–1976, 1983) - Jean Terrell (1970–1973) - Lynda Laurence (1972–1973, 2000) - Scherrie Payne (1973–1977, 2000) - Susaye Greene (1976–1977) ## Lineups The Primettes - 1959–1960 - Florence Ballard - Diana Ross - Mary Wilson - Betty McGlown - 1960–1961 - Florence Ballard - Diana Ross - Mary Wilson - Barbara Martin - 1962–1967 - Florence Ballard - Diana Ross - Mary Wilson - 1972–1973 - Mary Wilson - Jean Terrell - Lynda Laurence - 1973–1976 - Mary Wilson - Cindy Birdsong - Scherrie Payne - 1976–1977 - Mary Wilson - Scherrie Payne - Susaye Greene ## Discography Studio albums - Meet The Supremes (1962) - Where Did Our Love Go (1964) - A Bit of Liverpool (1964) - The Supremes Sing Country, Western and Pop (1965) - We Remember Sam Cooke (1965) - More Hits by The Supremes (1965) - Merry Christmas (1965) - I Hear a Symphony (1966) - The Supremes A' Go-Go (1966) - The Supremes Sing Holland–Dozier–Holland (1967) - The Supremes Sing Rodgers & Hart (1967) - Reflections (1968) - Diana Ross & the Supremes Sing and Perform "Funny Girl" (1968) - Diana Ross & the Supremes Join the Temptations (1968) - Love Child (1968) - Let the Sunshine In (1969) - Together (1969) - Cream of the Crop (1969) - Right On (1970) - The Magnificent 7 (1970) - New Ways but Love Stays (1970) - The Return of the Magnificent Seven (1971) - Touch (1971) - Dynamite (1971) - Floy Joy (1972) - The Supremes Produced and Arranged by Jimmy Webb (1972) - The Supremes (1975) - High Energy (1976) - Mary, Scherrie & Susaye (1976) ## Filmography - T.A.M.I. Show (1965) (concert film) - Beach Ball (1965) ## Television - Tarzan (1968) - T.C.B. (1968) - G.I.T. on Broadway (1969) ## Videography - Reflections: The Definitive Performances (1964–1969) (2006) - Greatest Hits: Live in Amsterdam (2006) ## See also - List of artists who reached number one in the United States - List of best-selling girl groups - List of Rock and Roll Hall of Fame inductees
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Decipherment of ancient Egyptian scripts
1,168,913,060
Research by J.-F. Champollion et al. in the 19th century
[ "Ancient languages", "Egyptian hieroglyphs", "Egyptian languages", "Egyptology", "History of translation", "History of writing", "Methods in archaeology" ]
The writing systems used in ancient Egypt were deciphered in the early nineteenth century through the work of several European scholars, especially Jean-François Champollion and Thomas Young. Ancient Egyptian forms of writing, which included the hieroglyphic, hieratic and demotic scripts, ceased to be understood in the fourth and fifth centuries AD, as the Coptic alphabet was increasingly used in their place. Later generations' knowledge of the older scripts was based on the work of Greek and Roman authors whose understanding was faulty. It was thus widely believed that Egyptian scripts were exclusively ideographic, representing ideas rather than sounds, and even that hieroglyphs were an esoteric, mystical script rather than a means of recording a spoken language. Some attempts at decipherment by Islamic and European scholars in the Middle Ages and early modern times acknowledged the script might have a phonetic component, but perception of hieroglyphs as purely ideographic hampered efforts to understand them as late as the eighteenth century. The Rosetta Stone, discovered in 1799 by members of Napoleon Bonaparte's campaign in Egypt, bore a parallel text in hieroglyphic, demotic and Greek. It was hoped that the Egyptian text could be deciphered through its Greek translation, especially in combination with the evidence from the Coptic language, the last stage of the Egyptian language. Doing so proved difficult, despite halting progress made by Antoine-Isaac Silvestre de Sacy and Johan David Åkerblad. Young, building on their work, observed that demotic characters were derived from hieroglyphs and identified several of the phonetic signs in demotic. He also identified the meaning of many hieroglyphs, including phonetic glyphs in a cartouche containing the name of an Egyptian king of foreign origin, Ptolemy V. He was convinced, however, that phonetic hieroglyphs were used only in writing non-Egyptian words. In the early 1820s Champollion compared Ptolemy's cartouche with others and realised the hieroglyphic script was a mixture of phonetic and ideographic elements. His claims were initially met with scepticism and with accusations that he had taken ideas from Young without giving credit, but they gradually gained acceptance. Champollion went on to roughly identify the meanings of most phonetic hieroglyphs and establish much of the grammar and vocabulary of ancient Egyptian. Young, meanwhile, largely deciphered demotic using the Rosetta Stone in combination with other Greek and demotic parallel texts. Decipherment efforts languished after Young's death in 1829 and Champollion's in 1832, but in 1837 Karl Richard Lepsius pointed out that many hieroglyphs represented combinations of two or three sounds rather than one, thus correcting one of the most fundamental faults in Champollion's work. Other scholars, such as Emmanuel de Rougé, refined the understanding of Egyptian enough that by the 1850s it was possible to fully translate ancient Egyptian texts. Combined with the decipherment of cuneiform at approximately the same time, their work opened up the once-inaccessible texts from the earliest stages of human history. ## Egyptian scripts and their extinction For most of its history ancient Egypt had two major writing systems. Hieroglyphs, a system of pictorial signs used mainly for formal texts, originated sometime around 3200 BC. Hieratic, a cursive system derived from hieroglyphs that was used mainly for writing on papyrus, was nearly as old. Beginning in the seventh century BC, a third script derived from hieratic, known today as demotic, emerged. It differed so greatly from its hieroglyphic ancestor that the relationship between the signs is difficult to recognise. Demotic became the most common system for writing the Egyptian language, and hieroglyphic and hieratic were thereafter mostly restricted to religious uses. In the fourth century BC, Egypt came to be ruled by the Greek Ptolemaic dynasty, and Greek and demotic were used side-by-side in Egypt under Ptolemaic rule and then that of the Roman Empire. Hieroglyphs became increasingly obscure, used mainly by Egyptian priests. All three scripts contained a mix of phonetic signs, representing sounds in the spoken language, and ideographic signs, representing ideas. Phonetic signs included uniliteral, biliteral and triliteral signs, standing respectively for one, two or three sounds. Ideographic signs included logograms, representing whole words, and determinatives, which were used to specify the meaning of a word written with phonetic signs. Many Greek and Roman authors wrote about these scripts, and many were aware that the Egyptians had two or three writing systems, but none whose works survived into later times fully understood how the scripts worked. Diodorus Siculus, in the first century BC, explicitly described hieroglyphs as an ideographic script, and most classical authors shared this assumption. Plutarch, in the first century AD, referred to 25 Egyptian letters, suggesting he might have been aware of the phonetic aspect of hieroglyphic or demotic, but his meaning is unclear. Around AD 200 Clement of Alexandria hinted that some signs were phonetic but concentrated on the signs' metaphorical meanings. Plotinus, in the third century AD, claimed hieroglyphs did not represent words but a divinely inspired, fundamental insight into the nature of the objects they depicted. In the following century Ammianus Marcellinus copied another author's translation of a hieroglyphic text on an obelisk, but the translation was too loose to be useful in understanding the principles of the writing system. The only extensive discussion of hieroglyphs to survive into modern times was the Hieroglyphica, a work probably written in the fourth century AD and attributed to a man named Horapollo. It discusses the meanings of individual hieroglyphs, though not how those signs were used to form phrases or sentences. Some of the meanings it describes are correct, but more are wrong, and all are misleadingly explained as allegories. For instance, Horapollo says an image of a goose means "son" because geese are said to love their children more than other animals. In fact the goose hieroglyph was used because the Egyptian words for "goose" and "son" incorporated the same consonants. Both hieroglyphic and demotic began to disappear in the third century AD. The temple-based priesthoods died out and Egypt was gradually converted to Christianity, and because Egyptian Christians wrote in the Greek-derived Coptic alphabet, it came to supplant demotic. The last hieroglyphic text was written by priests at the Temple of Isis at Philae in AD 394, and the last demotic text was inscribed there in AD 452. Most of history before the first millennium BC was recorded in Egyptian scripts or in cuneiform, the writing system of Mesopotamia. With the loss of knowledge of both these scripts, the only records of the distant past were in limited and distorted sources. The major Egyptian example of such a source was Aegyptiaca, a history of the country written by an Egyptian priest named Manetho in the third century BC. The original text was lost, and it survived only in summaries and quotations by Roman authors. The Coptic language, the last form of the Egyptian language, continued to be spoken by most Egyptians well after the Arab conquest of Egypt in AD 642, but it gradually lost ground to Arabic. Coptic began to die out in the twelfth century, and thereafter it survived mainly as the liturgical language of the Coptic Church. ## Early efforts ### Medieval Islamic world Arab scholars were aware of the connection between Coptic and the ancient Egyptian language, and Coptic monks in Islamic times were sometimes believed to understand the ancient scripts. Several Arab scholars in the seventh through fourteenth centuries, including Jabir ibn Hayyan and Ayub ibn Maslama, are said to have understood hieroglyphs, although because their works on the subject have not survived these claims cannot be tested. Dhul-Nun al-Misri and Ibn Wahshiyya, in the ninth and tenth centuries, wrote treatises containing dozens of scripts known in the Islamic world, including hieroglyphs, with tables listing their meanings. In the thirteenth or fourteenth century, Abu al-Qasim al-Iraqi copied an ancient Egyptian text and assigned phonetic values to several hieroglyphs. The Egyptologist Okasha El-Daly has argued that the tables of hieroglyphs in the works of Ibn Wahshiyya and Abu al-Qasim correctly identified the meaning of many of the signs. Other scholars have been sceptical of Ibn Wahshiyya's claims to understand the scripts he wrote about, and Tara Stephan, a scholar of the medieval Islamic world, says El-Daly "vastly overemphasizes Ibn Waḥshiyya's accuracy". Ibn Wahshiyya and Abu al-Qasim did recognise that hieroglyphs could function phonetically as well as symbolically, a point that would not be acknowledged in Europe for centuries. ### Fifteenth through seventeenth centuries During the Renaissance Europeans became interested in hieroglyphs, beginning around 1422 when Cristoforo Buondelmonti discovered a copy of Horapollo's Hieroglyphica in Greece and brought it to the attention of antiquarians such as Niccolò de' Niccoli and Poggio Bracciolini. Poggio recognised that there were hieroglyphic texts on obelisks and other Egyptian artefacts imported to Europe in Roman times, but the antiquarians did not attempt to decipher these texts. Influenced by Horapollo and Plotinus, they saw hieroglyphs as a universal, image-based form of communication, not a means of recording a spoken language. From this belief sprang a Renaissance artistic tradition of using obscure symbolism loosely based on the imagery described in Horapollo, pioneered by Francesco Colonna's 1499 book Hypnerotomachia Poliphili. Europeans were ignorant of Coptic as well. Scholars sometimes obtained Coptic manuscripts, but in the sixteenth century, when they began to seriously study the language, the ability to read it may have been limited to Coptic monks, and no Europeans of the time had the opportunity to learn from one of these monks, who did not travel outside Egypt. Scholars were also unsure whether Coptic was descended from the language of the ancient Egyptians; many thought it was instead related to other languages of the ancient Near East. The first European to make sense of Coptic was a German Jesuit and polymath, Athanasius Kircher, in the mid-seventeenth century. Basing his work on Arabic grammars and dictionaries of Coptic acquired in Egypt by an Italian traveller, Pietro Della Valle, Kircher produced flawed but pioneering translations and grammars of the language in the 1630s and 1640s. He guessed that Coptic was derived from the language of the ancient Egyptians, and his work on the subject was preparation for his ultimate goal, decipherment of the hieroglyphic script. According to the standard biographical dictionary of Egyptology, "Kircher has become, perhaps unfairly, the symbol of all that is absurd and fantastic in the story of the decipherment of Egyptian hieroglyphs". Kircher thought the Egyptians had believed in an ancient theological tradition that preceded and foreshadowed Christianity, and he hoped to understand this tradition through hieroglyphs. Like his Renaissance predecessors, he believed hieroglyphs represented an abstract form of communication rather than a language. To translate such a system of communication in a self-consistent way was impossible. Therefore, in his works on hieroglyphs, such as Oedipus Aegyptiacus (1652–1655), Kircher proceeded by guesswork based on his understanding of ancient Egyptian beliefs, derived from the Coptic texts he had read and from ancient texts that he thought contained traditions derived from Egypt. His translations turned short texts containing only a few hieroglyphic characters into lengthy sentences of esoteric ideas. Unlike earlier European scholars, Kircher did realise that hieroglyphs could function phonetically, though he considered this function a late development. He also recognised one hieroglyph, 𓈗, as representing water and thus standing phonetically for the Coptic word for water, mu, as well as the m sound. He became the first European to correctly identify a phonetic value for a hieroglyph. Although Kircher's basic assumptions were shared by his contemporaries, most scholars rejected or even ridiculed his translations. Nevertheless, his argument that Coptic was derived from the ancient Egyptian language was widely accepted. ### Eighteenth century Hardly anyone attempted to decipher hieroglyphs for decades after Kircher's last works on the subject, although some contributed suggestions about the script that ultimately proved correct. William Warburton's religious treatise The Divine Legation of Moses, published from 1738 to 1741, included a long digression on hieroglyphs and the evolution of writing. It argued that hieroglyphs were not invented to encode religious secrets but for practical purposes, like any other writing system, and that the phonetic Egyptian script mentioned by Clement of Alexandria was derived from them. Warburton's approach, though purely theoretical, created the framework for understanding hieroglyphs that would dominate scholarship for the rest of the century. Europeans' contact with Egypt increased during the eighteenth century. More of them visited the country and saw its ancient inscriptions firsthand, and as they collected antiquities, the number of texts available for study increased. Jean-Pierre Rigord became the first European to identify a non-hieroglyphic ancient Egyptian text in 1704, and Bernard de Montfaucon published a large collection of such texts in 1724. Anne Claude de Caylus collected and published a large number of Egyptian inscriptions from 1752 to 1767, assisted by Jean-Jacques Barthélemy. Their work noted that non-hieroglyphic Egyptian scripts seemed to contain signs derived from hieroglyphs. Barthélemy also pointed out the oval rings, later to be known as cartouches, that enclosed small groups of signs in many hieroglyphic texts, and in 1762 he suggested that cartouches contained the names of kings or gods. Carsten Niebuhr, who visited Egypt in the 1760s, produced the first systematic, though incomplete, list of distinct hieroglyphic signs. He also pointed out the distinction between hieroglyphic text and the illustrations that accompanied it, whereas earlier scholars had confused the two. Joseph de Guignes, one of several scholars of the time who speculated that Chinese culture had some historical connection to ancient Egypt, believed Chinese writing was an offshoot of hieroglyphs. In 1785 he repeated Barthélémy's suggestion about cartouches, comparing it with a Chinese practice that set proper names apart from the surrounding text. Jørgen Zoëga, the most knowledgeable scholar of Coptic in the late eighteenth century, made several insights about hieroglyphs in De origine et usu obeliscorum (1797), a compendium of knowledge about ancient Egypt. He catalogued hieroglyphic signs and concluded that there were too few distinct signs for each one to represent a single word, so to produce a full vocabulary they must have each had multiple meanings or changed meaning by combining with each other. He saw that the direction the signs faced indicated the direction in which a text was meant to be read, and he suggested that some signs were phonetic. Zoëga did not attempt to decipher the script, believing that doing so would require more evidence than was available in Europe at the time. ## Identifying signs ### Rosetta Stone When French forces under Napoleon Bonaparte invaded Egypt in 1798, Bonaparte brought with him a corps of scientists and scholars, generally known as the savants, to study the land and its ancient monuments. In July 1799, when French soldiers were rebuilding a Mamluk fort near the town of Rosetta that they had dubbed Fort Julien, Lieutenant Pierre-François Bouchard noticed that one of the stones from a demolished wall in the fort was covered with writing. It was an ancient Egyptian stela, divided into three registers of text, with its lower right corner and most of its upper register broken off. The stone was inscribed with three scripts: hieroglyphs in the top register, Greek at the bottom and an unidentified script in the middle. The text was a decree issued in 197 BC by Ptolemy V, granting favours to Egypt's priesthoods. The text ended by calling for copies of the decree to be inscribed "in sacred, and native, and Greek characters" and set up in Egypt's major temples. Upon reading this passage in the Greek inscription the French realised the stone was a parallel text, which could allow the Egyptian text to be deciphered based on its Greek translation. The savants eagerly sought other fragments of the stela as well as other texts in Greek and Egyptian. No further pieces of the stone were ever found, and the only other bilingual texts the savants discovered were largely illegible and useless for decipherment. The savants did make some progress with the stone itself. Jean-Joseph Marcel said the middle script was "cursive characters of the ancient Egyptian language", identical to others he had seen on papyrus scrolls. He and Louis Rémi Raige began comparing the text of this register with the Greek one, reasoning that the middle register would be more fruitful than the hieroglyphic text, most of which was missing. They guessed at the positions of proper names in the middle register, based on the position of those names in the Greek text, and managed to identify the p and t in the name of Ptolemy, but they made no further progress. The first copies of the stone's inscriptions were sent to France in 1800. In 1801 the French army in Egypt was besieged by British and Ottoman forces and surrendered in the Capitulation of Alexandria. By its terms, the Rosetta Stone passed to the British. Upon the stone's arrival in Britain, the Society of Antiquaries of London made engravings of its text and sent them to academic institutions across Europe. Reports from Napoleon's expedition spurred a mania for ancient Egypt in Europe. Egypt was chaotic in the wake of the French and British withdrawal, but after Muhammad Ali took control of the country in 1805, European collectors descended on Egypt and carried away numerous antiquities, while artists copied others. No one knew these artefacts' historical context, but they contributed to the corpus of texts that scholars could compare when trying to decipher the writing systems. ### De Sacy, Åkerblad and Young Antoine-Isaac Silvestre de Sacy, a prominent French linguist who had deciphered the Persian Pahlavi script in 1787, was among the first to work on the stone. Like Marcel and Raige he concentrated on relating the Greek text to the demotic script in the middle register. Based on Plutarch he assumed this script consisted of 25 phonetic signs. De Sacy looked for Greek proper names within the demotic text and attempted to identify the phonetic signs within them, but beyond identifying the names of Ptolemy, Alexander and Arsinoe he made little progress. He realised that there were far more than 25 signs in demotic and that the demotic inscription was probably not a close translation of the Greek one, thus making the task more difficult. After publishing his results in 1802 he ceased working on the stone. In the same year de Sacy gave a copy of the stone's inscriptions to a former student of his, Johan David Åkerblad, a Swedish diplomat and amateur linguist. Åkerblad had greater success, analysing the same sign-groups as de Sacy but identifying more signs correctly. In his letters to de Sacy Åkerblad proposed an alphabet of 29 demotic signs, half of which were later proven correct, and based on his knowledge of Coptic identified several demotic words within the text. De Sacy was sceptical of his results, and Åkerblad too gave up. Despite attempts by other scholars, little further progress was made until more than a decade later, when Thomas Young entered the field. Young was a British polymath whose fields of expertise included physics, medicine and linguistics. By the time he turned his attention to Egypt he was regarded as one of the foremost intellectuals of the day. In 1814 he began corresponding with de Sacy about the Rosetta Stone, and after some months he produced what he called translations of the hieroglyphic and demotic texts of the stone. They were in fact attempts to break the texts down into groups of signs to find areas where the Egyptian text was most likely to closely match the Greek. This approach was of limited use because the three texts were not exact translations of each other. Young spent months copying other Egyptian texts, which enabled him to see patterns in them that others missed. Like Zoëga, he recognised that there were too few hieroglyphs for each to represent one word, and he suggested that words were composed of two or three hieroglyphs each. Young noticed the similarities between hieroglyphic and demotic signs and concluded that the hieroglyphic signs had evolved into the demotic ones. If so, Young reasoned, demotic could not be a purely phonetic script but must also include ideographic signs that were derived from hieroglyphs; he wrote to de Sacy with this insight in 1815. Although he hoped to find phonetic signs in the hieroglyphic script, he was thwarted by the wide variety of phonetic spellings the script used. He concluded that phonetic hieroglyphs did not exist—with a major exception. In his 1802 publication de Sacy had said hieroglyphs might function phonetically when writing foreign words. In 1811 he suggested, after learning about a similar practice in Chinese writing, that a cartouche signified a word written phonetically—such as the name of a non-Egyptian ruler like Ptolemy. Young applied these suggestions to the cartouches on the Rosetta Stone. Some were short, consisting of eight signs, while others contained those same signs followed by many more. Young guessed that the long cartouches contained the Egyptian form of the title given to Ptolemy in the Greek inscription: "living for ever, beloved of [the god] Ptah". Therefore he concentrated on the first eight signs, which should correspond to the Greek form of the name, Ptolemaios. Adopting some of the phonetic values proposed by Åkerblad, Young matched the eight hieroglyphs to their demotic equivalents and proposed that some signs represented several phonetic values while others stood for just one. He then attempted to apply the results to a cartouche of Berenice, the name of a Ptolemaic queen, with less success, although he did identify a pair of hieroglyphs that marked the ending of a feminine name. The result was a set of thirteen phonetic values for hieroglyphic and demotic signs. Six were correct, three partly correct, and four wrong. Young summarised his work in his article "Egypt", published anonymously in a supplement to the Encyclopædia Britannica in 1819. It gave conjectural translations for 218 words in demotic and 200 in hieroglyphic and correctly correlated about 80 hieroglyphic signs with demotic equivalents. As the Egyptologist Francis Llewellyn Griffith put it in 1922, Young's results were "mixed up with many false conclusions, but the method pursued was infallibly leading to definite decipherment." Yet Young was less interested in ancient Egyptian texts themselves than in the writing systems as an intellectual puzzle, and his multiple scientific interests made it difficult for him to concentrate on decipherment. He achieved little more on the subject in the next few years. ### Champollion's breakthroughs Jean-François Champollion had developed a fascination with ancient Egypt in adolescence, between about 1803 and 1805, and he had studied Near Eastern languages, including Coptic, under de Sacy and others. His brother, Jacques Joseph Champollion-Figeac, was an assistant to Bon-Joseph Dacier, the head of the Académie des Inscriptions et Belles-Lettres in Paris, and in that position provided Jean-François with the means to keep up with research on Egypt. By the time Young was working on hieroglyphs Champollion had published a compendium of the established knowledge on ancient Egypt and assembled a Coptic dictionary, but though he wrote much on the subject of the undeciphered scripts, he was making no progress with them. As late as 1821 he believed that none of the scripts were phonetic. In the following years, however, he surged ahead. The details of how he did so cannot be fully known because of gaps in the evidence and conflicts in the contemporary accounts. Champollion was initially dismissive of Young's work, having seen only excerpts from Young's list of hieroglyphic and demotic words. After moving to Paris from Grenoble in mid-1821 he would have been better able to obtain a full copy, but it is not known whether he did so. It was about this time that he turned his attention to identifying phonetic sounds within cartouches. A crucial clue came from the Philae Obelisk, an obelisk bearing both a Greek and an Egyptian inscription. William John Bankes, an English antiquities collector, shipped the obelisk from Egypt to England and copied its inscriptions. These inscriptions were not a single bilingual text like that of the Rosetta Stone, as Bankes assumed, but both inscriptions contained the names "Ptolemy" and "Cleopatra", the hieroglyphic versions being enclosed by cartouches. The Ptolemy cartouche was identifiable based on the Rosetta Stone, but Bankes could only guess based on the Greek text that the second represented Cleopatra's name. His copy of the text suggested this reading of the cartouche in pencil. Champollion, who saw the copy in January 1822, treated the cartouche as that of Cleopatra but never stated how he identified it; he could have done so in more than one way, given the evidence available to him. Bankes angrily assumed Champollion had taken his suggestion without giving credit and refused to give him any further help. Champollion broke down the hieroglyphs in Ptolemy's name differently from Young and found that three of his conjectured phonetic signs—p, l and o—fitted into Cleopatra's cartouche. A fourth, e, was represented by a single hieroglyph in Cleopatra's cartouche and a doubled version of the same glyph in Ptolemy's cartouche. A fifth sound, t, seemed to be written with different signs in each cartouche, but Champollion decided these signs must be homophones, different signs spelling the same sound. He proceeded to test these letters in other cartouches, identify the names of many Greek and Roman rulers of Egypt and extrapolate the values of still more letters. In July Champollion rebutted an analysis by Jean-Baptiste Biot of the text surrounding an Egyptian temple relief known as the Dendera Zodiac. In doing so he pointed out that hieroglyphs of stars in this text seemed to indicate that the nearby words referred to something related to stars, such as constellations. He called the signs used in this way "signs of the type", although he would later dub them "determinatives". Champollion announced his proposed readings of the Greco-Roman cartouches in his Lettre à M. Dacier, which he completed on 22 September 1822. He read it to the Académie on 27 September, with Young among the audience. This letter is often regarded as the founding document of Egyptology, although it represented only a modest advance over Young's work. Yet it ended by suggesting, without elaboration, that phonetic signs might have been used in writing proper names from a very early point in Egyptian history. How Champollion reached this conclusion is mostly not recorded in contemporary sources. His own writings suggest that one of the keys was his conclusion that the Abydos King List contained the name "Ramesses", a royal name found in the works of Manetho, and that some of his other evidence came from copies of inscriptions in Egypt made by Jean-Nicolas Huyot. According to Hermine Hartleben, who wrote the most extensive biography of Champollion in 1906, the breakthrough came on 14 September 1822, a few days before the Lettre was written, when Champollion was examining Huyot's copies. One cartouche from Abu Simbel contained four hieroglyphic signs. Champollion guessed, or drew on the same guess found in Young's Britannica article, that the circular first sign represented the sun. The Coptic word for "sun" was re. The sign that appeared twice at the end of the cartouche stood for "s" in the cartouche of Ptolemy. If the name in the cartouche began with Re and ended with ss, it might thus match "Ramesses", suggesting the sign in the middle stood for m. Further confirmation came from the Rosetta Stone, where the m and s signs appeared together at a point corresponding to the word for "birth" in the Greek text, and from Coptic, in which the word for "birth" was mise. Another cartouche contained three signs, two of them the same as in the Ramesses cartouche. The first sign, an ibis, was a known symbol of the god Thoth. If the latter two signs had the same values as in the Ramesses cartouche, the name in the second cartouche would be Thothmes, corresponding to the royal name "Tuthmosis" mentioned by Manetho. These were native Egyptian kings, long predating Greek rule in Egypt, yet the writing of their names was partially phonetic. Now Champollion turned to the title of Ptolemy found in the longer cartouches in the Rosetta Stone. Champollion knew the Coptic words that would translate the Greek text and could tell that phonetic hieroglyphs such as p and t would fit these words. From there he could guess the phonetic meanings of several more signs. By Hartleben's account, upon making these discoveries Champollion raced to his brother's office at the Académie des Inscriptions, flung down a collection of copied inscriptions, cried "Je tiens mon affaire!" ("I've done it!") and collapsed in a days-long faint. Over the next few months Champollion applied his hieroglyphic alphabet to many Egyptian inscriptions, identifying dozens of royal names and titles. During this period Champollion and the orientalist Antoine-Jean Saint-Martin examined the Caylus vase, which bore a hieroglyphic cartouche as well as text in Persian cuneiform. Saint-Martin believed the cuneiform text to bear the name of Xerxes I, a king of the Achaemenid Empire in the fifth century BC whose realm included Egypt. Champollion confirmed that the identifiable signs in the cartouche matched Xerxes's name, strengthening the evidence that phonetic hieroglyphs were used before Greek rule in Egypt and supporting Saint-Martin's reading of the cuneiform text. This was a major step in the decipherment of cuneiform. Around this time Champollion made a second breakthrough. Although he counted about 860 hieroglyphic signs, a handful of those signs made up a large proportion of any given text. He also came upon a recent study of Chinese by Abel Rémusat, which showed that even Chinese writing used phonetic characters extensively, and that its ideographic signs had to be combined into many ligatures to form a full vocabulary. Few hieroglyphs seemed to be ligatures. And Champollion had identified the name of Antinous, a non-royal Roman, written in hieroglyphs with no cartouche, next to characters that seemed to be ideographic. Phonetic signs were thus not limited to cartouches. To test his suspicions, Champollion compared hieroglyphic texts that seemed to contain the same content and noted discrepancies in spelling, which indicated the presence of homophones. He compared the resulting list of homophones with the table of phonetic signs from his work on the cartouches and found they matched. Champollion announced these discoveries to the Académie des Inscriptions in April 1823. From there he progressed rapidly in identifying new signs and words. He concluded the phonetic signs made up a consonantal alphabet in which vowels were only sometimes written. A summary of his findings, published in 1824 as Précis du système hiéroglyphique, stated "Hieroglyphic writing is a complex system, a script all at once figurative, symbolic and phonetic, in one and the same text, in one and the same sentence, and, I might even venture, one and the same word." The Précis identified hundreds of hieroglyphic words, described differences between hieroglyphs and other scripts, analysed proper names and the uses of cartouches and described some of the language's grammar. Champollion was moving from deciphering a script to translating the underlying language. ### Disputes The Lettre à M. Dacier mentioned Young as having worked on demotic and referred to Young's attempt to decipher the name of Berenice, but it did not mention Young's breakdown of Ptolemy's name nor that the feminine name-ending, which was also found in Cleopatra's name on the Philae Obelisk, had been Young's discovery. Believing that these discoveries had made Champollion's progress possible, Young expected to receive much of the credit for whatever Champollion ultimately produced. In private correspondence shortly after the reading of the Lettre, Young quoted a French saying that meant "It's the first step that counts", although he also said "if [Champollion] did borrow an English key, the lock was so dreadfully rusty, that no common arm would have strength enough to turn it". In 1823 Young published a book on his Egyptian work, An Account of Some Recent Discoveries in Hieroglyphical Literature and Egyptian Antiquities, and responded to Champollion's slight in the subtitle: "Including the Author's Original Hieroglyphic Alphabet, As Extended by Mr Champollion". Champollion angrily responded, "I shall never consent to recognise any other original alphabet than my own, where it is a matter of the hieroglyphic alphabet properly called". The Précis in the following year acknowledged Young's work, but in it Champollion said he had arrived at his conclusions independently, without seeing Young's Britannica article. Scholarly opinion ever since has been divided on whether Champollion was being truthful. Young would continue to push for greater acknowledgement, while expressing a mixture of admiration of Champollion's work and scepticism of some of his conclusions. Relations between them varied between cordial and contentious until Young's death in 1829. As he continued to work on hieroglyphs, making mistakes alongside many successes, Champollion was embroiled in a related dispute, with scholars who rejected the validity of his work. Among them were Edme Jomard, a veteran of Napoleon's expedition, and Heinrich Julius Klaproth, a German orientalist. Some championed Young at the same time. The scholar who held out longest against Champollion's decipherment was Gustav Seyffarth. His opposition to Champollion culminated in a public argument with him in 1826, and he continued to advocate his own approach to hieroglyphs until his death in 1885. As the nature of hieroglyphs became clearer, detractors of this kind fell away, but the debate over how much Champollion owed to Young continues. Nationalist rivalry between the English and French exacerbates the issue. Egyptologists are often reluctant to criticise Champollion, who is regarded as the founder of their discipline, and by extension can be reluctant to credit Young. The Egyptologist Richard Parkinson takes a moderate position: "Even if one allows that Champollion was more familiar with Young's initial work than he subsequently claimed, he remains the decipherer of the hieroglyphic script... Young discovered parts of an alphabet—a key—but Champollion unlocked an entire language." ## Reading texts ### Young and demotic Young's work on hieroglyphs petered out during the 1820s, but his work on demotic continued, aided by a fortuitous discovery. One of his sources for studying the script was a text in a collection known as the Casati papyri; Young had identified several Greek names in this text. In November 1822 an acquaintance of his, George Francis Grey, loaned him a box of Greek papyri found in Egypt. Upon examining them Young realised that one contained the same names as the demotic Casati text. The two texts were versions of the same document, in Greek and demotic, recording the sale of a portion of the offerings made on behalf of a group of deceased Egyptians. Young had long tried to obtain a second bilingual text to supplement the Rosetta Stone. With these texts in hand, he made major progress over the next few years. In the mid-1820s he was diverted by his other interests, but in 1827 he was spurred by a letter from an Italian scholar of Coptic, Amedeo Peyron, that said Young's habit of moving from one subject to another hampered his achievements and suggested he could accomplish much more if he concentrated on ancient Egypt. Young spent the last two years of his life working on demotic. At one point he consulted Champollion, then a curator at the Louvre, who treated him amicably, gave him access to his notes about demotic and spent hours showing him the demotic texts in the Louvre's collection. Young's Rudiments of an Egyptian Dictionary in the Ancient Enchorial Character was published posthumously in 1831. It included a full translation of one text and large portions of the text of the Rosetta Stone. According to the Egyptologist John Ray, Young "probably deserves to be known as the decipherer of demotic." ### Champollion's last years By 1824 the Rosetta Stone, with its limited hieroglyphic text, had become irrelevant for further progress on hieroglyphs. Champollion needed more texts to study, and few were available in France. From 1824 through 1826 he made two visits to Italy and studied the Egyptian antiquities found there, particularly those recently shipped from Egypt to the Egyptian Museum in Turin. By reading the inscriptions on dozens of statues and stelae, Champollion became the first person in centuries to identify the kings who had commissioned them, although in some cases his identifications were incorrect. He also looked at the museum's papyri and was able to discern their subject matter. Of particular interest was the Turin King List, a papyrus listing Egyptian rulers and the lengths of their reigns up to the thirteenth century BC, which would eventually furnish a framework for the chronology of Egyptian history but lay in pieces when Champollion saw it. While in Italy Champollion befriended Ippolito Rosellini, a Pisan linguist who was swept up in Champollion's fervour for ancient Egypt and began studying with him. Champollion also worked on assembling a collection of Egyptian antiquities at the Louvre, including the texts he would later show to Young. In 1827 he published a revised edition of the Précis that included some of his recent findings. Antiquarians living in Egypt, especially John Gardner Wilkinson, were already applying Champollion's findings to the texts there. Champollion and Rosellini wanted to do so themselves, and together with some other scholars and artists they formed the Franco-Tuscan Expedition to Egypt. En route to Egypt Champollion stopped to look at a papyrus in the hands of a French antiquities dealer. It was a copy of the Instructions of King Amenemhat, a work of wisdom literature cast as posthumous advice from Amenemhat I to his son and successor. It became the first work of ancient Egyptian literature to be read, although Champollion could not read it well enough to fully understand what it was. In 1828 and 1829 the expedition travelled the length of the Egyptian course of the Nile, copying and collecting antiquities. After studying countless texts Champollion felt certain that his system was applicable to hieroglyphic texts from every period of Egyptian history, and he apparently coined the term "determinative" while there. After returning from Egypt Champollion spent much of his time working on a full description of the Egyptian language, but he had little time to complete it. Beginning in late 1831 he suffered a series of increasingly debilitating strokes, and he died in March 1832. ### Mid-nineteenth century Champollion-Figeac published his brother's grammar of Egyptian and an accompanying dictionary in instalments from 1836 to 1843. Both were incomplete, especially the dictionary, which was confusingly organised and contained many conjectural translations. These works' deficiencies reflected the incomplete state of understanding of Egyptian upon Champollion's death. Champollion often went astray by overestimating the similarity between classical Egyptian and Coptic. As Griffith put it in 1922, "In reality Coptic is a remote derivative from ancient Egyptian, like French from Latin; in some cases, therefore, Champollion's provisional transcripts produced good Coptic words, while mostly they were more or less meaningless or impossible, and in transcribing phrases either Coptic syntax was hopelessly violated or the order of hieroglyphic words had to be inverted. This was all very baffling and misleading." Champollion was also unaware that signs could spell two or three consonants as well as one. Instead he thought every phonetic sign represented one sound and each sound had a great many homophones. Thus the middle sign in the cartouches of Ramesses and Thutmose was biliteral, representing the consonant sequence ms, but Champollion read it as m. Neither had he struck upon the concept now known as a "phonetic complement": a uniliteral sign that was added at the end of a word, re-spelling a sound that had already been written out in a different way. Most of Champollion's collaborators lacked the linguistic abilities needed to advance the decipherment process, and many of them died early deaths. Edward Hincks, an Irish clergyman whose primary interest was the decipherment of cuneiform, made important contributions in the 1830s and 1840s. Whereas Champollion's translations of texts had filled in gaps in his knowledge with informed guesswork, Hincks tried to proceed more systematically. He identified grammatical elements in Egyptian, such as particles and auxiliary verbs, that did not exist in Coptic, and he argued that the sounds of the Egyptian language were similar to those of Semitic languages. Hincks also improved the understanding of hieratic, which had been neglected in Egyptological studies thus far. The scholar who corrected the most fundamental faults in Champollion's work was Karl Richard Lepsius, a Prussian philologist who began studying the Egyptian language using Champollion's grammar. He struck up a friendship with Rosellini and began corresponding with him about the language. Lepsius's Lettre à M. le Professeur H. Rosellini sur l'Alphabet hiéroglyphique, which he published in 1837, explained the functions of biliteral signs, triliteral signs and phonetic complements, although those terms had not yet been coined. It listed 30 uniliteral signs, compared with more than 200 in Champollion's system and 24 in the modern understanding of the hieroglyphic script. Lepsius's letter greatly strengthened the case for Champollion's general approach to hieroglyphs while correcting its deficiencies, and it definitively moved the focus of Egyptology from decipherment to translation. Champollion, Rosellini and Lepsius are often considered the founders of Egyptology; Young is sometimes included as well. Lepsius was one of a new generation of Egyptologists who emerged in the mid-nineteenth century. Emmanuel de Rougé, who began studying Egyptian in 1839, was the first person to translate a full-length ancient Egyptian text; he published the first translations of Egyptian literary texts in 1856. In the words of one of de Rougé's students, Gaston Maspero, "de Rougé gave us the method which allowed us to utilise and bring to perfection the method of Champollion". Other scholars concentrated on the lesser-known scripts. Heinrich Brugsch was the first since Young's death to advance the study of demotic, publishing a grammar of it in 1855. Charles Wycliffe Goodwin's essay "Hieratic Papyri", published in 1858, was the first major contribution to that subject. It emphasized that hieratic texts, not monumental hieroglyphic inscriptions, were the richest source for understanding the Egyptian language. Goodwin and his contemporary François Chabas greatly advanced the study of hieratic. In 1866 Lepsius discovered the Canopus Decree, a parallel text like the Rosetta Stone whose inscriptions were all largely intact. The hieroglyphs could now be compared directly with their Greek translation, and the results proved the validity of Champollion's approach beyond reasonable doubt. Samuel Birch, the foremost figure in British Egyptology during the mid-nineteenth century, published the first extensive dictionary of Egyptian in 1867, and in the same year Brugsch published the first volume of his dictionary of both hieroglyphic and demotic. Brugsch's dictionary established the modern understanding of the sounds of the Egyptian language, which draws upon the phonology of Semitic languages as Hincks suggested. Egyptologists have continued to refine their understanding of the language up to the present, but by this time it was on firm ground. Together with the decipherment of cuneiform in the same century, the decipherment of ancient Egyptian had opened the way for the study of the earliest stages of human history.
34,657,810
Madonna in the Church
1,156,845,278
Small oil panel by Jan van Eyck
[ "1420s paintings", "1430s paintings", "Churches in art", "Paintings by Jan van Eyck", "Paintings in the Gemäldegalerie, Berlin", "Paintings of the Madonna and Child" ]
Madonna in the Church (or The Virgin in the Church) is a small oil panel by the early Netherlandish painter Jan van Eyck. Probably executed between c. 1438–1440, it depicts the Virgin Mary holding the Child Jesus in a Gothic cathedral. Mary is presented as Queen of Heaven wearing a jewel-studded crown, cradling a playful child Christ who gazes at her and grips the neckline of her red dress in a manner that recalls the 13th-century Byzantine tradition of the Eleusa icon (Virgin of Tenderness). Tracery in the arch at the rear of the nave contains wooden carvings depicting episodes from Mary's life, while a faux bois sculpture in a niche shows her holding the child in a similar pose. Erwin Panofsky sees the painting composed as if the main figures in the panel are intended to be the sculptures come to life. In a doorway to the right, two angels sing psalms from a hymn book. Like other Byzantine depictions of the Madonna, van Eyck depicts a monumental Mary, unrealistically large compared to her surroundings. The panel contains closely observed beams of light flooding through the cathedral's windows. It illuminates the interior before culminating in two pools on the floor. The light has symbolic significance, alluding simultaneously to Mary's virginal purity and God's ethereal presence. Most art historians see the panel as the left wing of a dismantled diptych; presumably its opposite wing was a votive portrait. Near-contemporary copies by the Master of 1499 and Jan Gossaert pair it with two very different right-hand images: one is of a donor kneeling in an interior setting; the other is set outdoors, with the donor being presented by St Anthony. Both painters made significant alterations to van Eyck's composition, which may have brought the image more up to date with contemporary styles, but the copies have been described as "spiritually if not aesthetically disastrous to the original concept". Madonna in the Church was first documented in 1851. Since then its dating and attribution have been widely debated amongst scholars. At first thought an early work by Jan van Eyck, and for a period attributed to his brother Hubert van Eyck, it is now definitively attributed to Jan and believed to be a later work, demonstrating techniques present in work from the mid-1430s and later. The panel was acquired for the Berlin Gemäldegalerie in 1874. It was stolen in 1877 and soon returned, but without its original inscribed frame, which was never recovered. Today Madonna in the Church is widely considered one of van Eyck's finest; Millard Meiss wrote that its "splendor and subtlety of [its depiction] of light is unsurpassed in Western art." ## Attribution and dating The attribution of the panel reflects the progression and trends of 19th and 20th-century scholarship on Early Netherlandish art. It is now thought to have been completed c. 1438–40, but there are still arguments for dates as early as 1424–29. As with the pages ascribed to Hand G in the Turin-Milan Hours manuscript, the panel was attributed to Jan's brother Hubert van Eyck in the 1875 Gemäldegalerie catalogue, and by a 1911 claim by art historian Georges Hulin de Loo. This is no longer considered credible and Hubert, today, is credited with very few works. By 1912 the painting had been definitively attributed to Jan in the museum catalogue. Attempts to date it have undergone similar shifts of opinion. In the 19th century the panel was believed to be an early work by Jan completed as early as c. 1410, although this view changed as scholarship progressed. In the early 20th century, Ludwig von Baldass placed it around 1424–29, then for a long period it was seen as originating from the early 1430s. Erwin Panofsky provided the first detailed treatise on the work and placed it around 1432–34. However, following research from Meyer Schapiro, he revised his opinion to the late 1430s in the 1953 edition of his Early Netherlandish Painting. A 1970s comparative study of van Eyck's 1437 Saint Barbara concluded that Madonna in the Church was completed after c. 1437. In the 1990s, Otto Pächt judged the work as probably a late van Eyck, given the similar treatment of an interior in the 1434 Arnolfini Portrait. In the early 21st century, Jeffrey Chipps Smith and John Oliver Hand placed it between 1426 and 1428, claiming it as perhaps the earliest extant signed work confirmed as by Jan. ## The panel ### Description At 31 cm × 14 cm, the painting's dimensions are small enough to be almost considered miniature, consistent with most 15th-century devotional diptychs. A reduced size increased portability and affordability, and encouraged the viewer to approach the piece to more closely see its intricate details. The work shows Mary wearing a dark blue robe – the colour traditionally used to emphasise her humanity – over a red dress of different textured fabrics. Her hem is embroidered in gold with gilded lettering that reads "SOL" and "LU", or perhaps SIOR SOLE HEC ES, in all probability, fragments of the Latin words for "sun" (sole) and "light" (lux). On her head is an elaborately tiered and jeweled crown and in her arms she carries the infant Jesus, his feet resting on her left hand. Swaddled in a white cloth from hips trailing down beyond his feet, his hand clutches the jeweled neckline of his mother's dress. Further depictions of Mary are found in the church background. They include a statue of the Virgin and Child positioned between two lit candles in the choir screen behind the main figures, and to the right two angels stand in the choir singing her praises (perhaps singing the hymn inscribed on the frame). Above her is an annunciation relief, and in the recessed bay a relief depicting her coronation; the crucifixion is shown on the rood. Thus, the stages of Mary's life as mother of Jesus are depicted in the painting. A two-column prayer tablet – similar to the one depicted in Rogier van der Weyden's large Seven Sacraments Altarpiece (1445–50) – hangs on a pier to the left. It contains words alluding to and echoing the lines on the original frame. The windows of the clerestory overlook flying buttresses, and cobwebs are visible between the arches of the vault. Several different building phases can be seen in the arched gallery, while the choral balcony and transept are depicted in a more contemporary style than the nave. Closely detailed beams of light spill through the high windows and illuminate the interior, filling the portal and flowing across the tiled floors before it hits the clerestory windows. The brilliance of the daylight is juxtaposed with the gentle glow of the candles in the choir screen altar, while the lower portion of the pictorial space is relatively poorly lit. Shadows cast by the cathedral can be seen across the choir steps and near aisle. Their angle is rendered in an unusually realistic manner for early 15th century, and the detail is such that their description is likely based on observation of the actual behaviour of light, a further innovation in 15th-century art. Yet while the light is portrayed as it might appear in nature, its source is not. Panofsky notes that the sunlight enters from the north windows, but contemporary churches normally had east-facing choirs, so the light should enter from the south. He suggests the light is not intended to be natural, but rather to represent the divine, and hence subject to "the laws of symbolism and not those of nature." ### Frame and inscriptions According to Elisabeth Dhanens, the shape and rounded top of the original frame is reminiscent of those found on the top register of panels of the Ghent Altarpiece, which are accepted as designed by Jan's brother Hubert. She believes the current frame is too narrow and small, and contains "clumsy marbling". From a detailed 1851 inventory, we know the text of the hymn inscribed on original frame. The text is written in a poetic form and begun on the lower border and then extended upwards on the vertical borders, ending on the top border. The lower border of the frame read FLOS FLORIOLORUM APPELLARIS; the sides and top MATER HEC EST FILIA PATER EST NATUS QUIS AUDIVIT TALIA DEUS HOMO NATUS ETCET ("The mother is the daughter. This father is born. Who has heard of such a thing? God born a man"). The fifth stanza of the hymn (not included in van Eyck's transcription) reads, "As the sunbeam through the glass. Passeth but not staineth. Thus, the Virgin, as she was. Virgin still remaineth." The lettering on the hem of her robe echoes the inscription on the frame, words similar to those found on Mary's dress in van Eyck's 1436 Virgin and Child with Canon van der Paele, a passage from the Book of Wisdom (7:29) reading EST ENIM HAEC SPECIOSIOR SOLE ET SUPER OMNEM STELLARUM DISPOSITIONEM. LUCI CONPARATA INVENITUR PRIOR ("For she is more beautiful than the sun, and excels every constellation of the stars. Compared with the light she is found to be superior"). Some historians have suggested that the inscriptions were intended to breathe life into the other statues and depictions of Mary. Others, including Craig Harbison, believe they were purely functional; given that contemporary diptychs were commissioned for private devotion and reflection, the inscriptions were meant to be read as an incantation or were personalised indulgence prayers. Harbison notes that van Eyck's privately commissioned works are unusually heavily inscribed with prayer, and that the words may have served a similar function to prayer tablets, or more exactly "Prayer Wings", of the type seen in the reconstructed London Virgin and Child triptych. ### Architecture Van Eyck's earlier work often shows churches and cathedrals in older Romanesque style, sometimes to represent the Temple in Jerusalem as an appropriate historical setting, with decoration drawn exclusively from the Old Testament. That is clearly not the case here – the Christ Child occupies the same space as a large rood cross depicting him being crucified. The church in this panel is contemporary Gothic – a choice perhaps intended to associate Mary with the Ecclesia Triumphans – while her pose and oversized scale are indebted to the forms and conventions of Byzantine art and the International Gothic. Van Eyck details the architecture with a precision not seen before in northern European painting. The different elements of the cathedral are so specifically detailed and the elements of Gothic and contemporary architecture so well delineated, that art and architecture historians have concluded that van Eyck must have had enough architectural knowledge to make nuanced distinctions. More so, given the finesse of the descriptions, many scholars have tried to link the painting with a particular building. Yet, and as with all buildings in van Eyck's work, the structure is imagined and probably an idealised formation of what he viewed as a perfect architectural space. This is evident from a number of features that would be unlikely in a contemporary church, such as the placing of a round arched triforium above a pointed colonnade. Several art historians have reasoned why van Eyck did not model the interior on any actual building. Most agree that he sought to create an ideal and perfect space for Mary's apparition, and aimed for visual impact rather than physical possibility. Buildings suggested as possible (at least partial) sources include Saint Nicholas' Church, Ghent, the Basilica of St Denis, Dijon Cathedral, Liège Cathedral and Cologne Cathedral, as well as the basilica of Our Lady in Tongeren, which contains a very similar triforium gallery and clerestory. Tongeren is one of a minority of churches in the region aligned on a north-east to south-west axis, so that the lighting conditions in the painting can be seen on summer mornings. In addition, the church contains a standing statue of the Virgin and Child (the Virgin with a tall crown), once credited with miraculous powers, though the current statue post-dates van Eyck. Pächt described the work in terms of an "interior illusion", noting the manner in which the viewer's eye falls across the nave, the crossing, but "only then, [is he] looking through and over the rood screen, the choir." From this Pächt views the perspective as deliberately lacking cohesion, as "the relationship between the parts of the building is not shown in full ... The transition from foreground to background is ingeniously masked by the figure of the Madonna herself, who obscures the crossing pier; the middle ground is practically eliminated and our eye crosses over it without our becoming aware of it." The illusion is enhanced by the use of colour to suggest light: the interior is dim and in shadow while the unseen exterior seems bathed in bright light. ### Windows and stained glass Unusual for a 13th-century Gothic cathedral, most of the windows are of clear glass. Looking at the windows running along the nave, John L. Ward observed that the window directly above the suspended crucifix is the only one whose uppermost portion is visible. That window directly faces the viewer, revealing intricately designed stained glass panels that show intertwined red and blue flowers. Because the window is so far back in the pictorial space, where perspective is becoming faint, the proximity of the flowers to the crucifix lends them the appearance of coming "forward in space, as if [they] had suddenly grown from the top of the crucifix in front of it." Ward does not believe this a trick of the eye resulting from loss of perspective towards the high reaches of the panel. Instead he sees it as a subtle reference to the iconography and mythology of the Book of Genesis' Tree of life, which he describes here as "reborn in Christ's death". He does acknowledge the subtlety of the illusion, and the fact that neither of the two well known near copies include the motif. The idea of flowers shown as if sprouting from the top of the cross may have been borrowed from Masaccio's c. 1426 Crucifixion, where flowers are placed on the upper portion of the vertical beam of the cross. Ward concludes than van Eyck took the idea even further by showing the flowers emanating from another source, and sought to depict the actual moment where the tree of life is reborn and "the cross comes to life and sprouts flowers as one watches". ## Interpretation and iconography ### Light In the early 15th century, Mary held a central position in Christian iconography and was often portrayed as the one in whom the "Word was made flesh", a direct result of the work of the divine light. During the medieval period, light acted as a visual symbol for both the immaculate conception and Christ's birth; it was believed that he was made manifest by God's light passing through Mary's body, just as light shines through a window pane. The divine represented by light is a motif in keeping with the sentiment of both the Latin text on the hem of Mary's dress (which compares her beauty and radiance to that of divine light) and on the frame. A separate source of light, which also behaves as if from a divine rather than natural source, illuminates her face. The two pools of light behind her have been described as lending the painting a mystical atmosphere, indicating the presence of God. In the niche behind her, the statues are lit by two candles - symbols of the incarnation, whereas she is bathed in natural light. The artificial light adds to the overall illusion of the interior of the church, which Pächt views as achieved mainly through colour. Light became a popular means for 15th-century Northern painters to represent the mystery of the Incarnation, utilising the idea of light passing through glass without shattering it to convey the paradox of conception and "virgo intacta". This is reflected in a passage attributed to Bernard of Clairvaux from his "Sermones de Diversis"; "Just as the brilliance of the sun fills and penetrates a glass window without damaging it, and pierces its solid form with imperceptible subtlety, neither hurting it when entering nor destroying it when emerging: thus the word of God, the splendor of the Father, entered the virgin chamber and then came forth from the closed womb." Before the early Netherlandish period, divine light was not well described: if a painter wanted to depict heavenly radiance, he typically painted an object in reflective gold. There was a focus on describing the object itself rather than the effect of the light as it fell across it. Van Eyck was one of the first to portray light's saturation, illuminating effects and gradations as it poured across the pictorial space. He detailed how an object's colour could vary depending on the amount and type of light illuminating it. This play of light is evident across the panel, and especially seen on Mary's gilded dress and jewelled crown, across her hair and on her mantle. ### Eleusa icon The panel is, with the Antwerp Madonna at the Fountain, broadly accepted as one of van Eyck's two late "Madonna and Child" paintings before his death in about 1441. Both show a standing Virgin dressed in blue. In both works, Mary's positioning and colourisation contrasts with his earlier surviving treatments of the subject, in which she was typically seated and dressed in red. Models for standing Virgins existed in the icons of Byzantine art, and both paintings also represent modified versions of the eleusa type, sometimes called the Virgin of Tenderness in English, where the Virgin and Child touch cheeks, and the child caresses Mary's face. During the 14th and 15th centuries, a large number of these works were imported into northern Europe, and were widely copied by the first generation of Netherlandish artists, among others. The iconography of both the late Byzantine – typified by the unknown artist responsible for the Cambrai Madonna – and 14th-century successors such as Giotto favoured presenting the Madonna on a monumental scale. Undoubtedly van Eyck absorbed these influences, though when and through which works is disputed. It is believed that he had first-hand exposure to them during his visit to Italy, which occurred either in 1426 or 1428, before the Cambrai icon was brought to the North. Van Eyck's two Madonna panels carried forward the habit of reproduction and were themselves frequently copied by commercial workshops throughout the 15th century. It is possible that the Byzantine flavour to these images was also connected with contemporary attempts through diplomacy to achieve reconciliation with the Greek Orthodox Church, in which van Eyck's patron Philip the Good took a keen interest. Van Eyck's Portrait of Cardinal Niccolò Albergati (c. 1431) depicts one of the papal diplomats most involved with these efforts. ### Mary as the Church Van Eyck gives Mary three roles: Mother of Christ, the personification of the "Ecclesia Triumphans" and Queen of Heaven, the latter apparent from her jewel-studded crown. The painting's near miniature size contrasts with Mary's unrealistically large stature compared with her setting. She physically dominates the cathedral; her head is almost level with the approximately sixty feet high gallery. This distortion of scale is found in a number of other van Eyck's Madonna paintings, where the arches of the mostly gothic interior do not allow headroom for the virgin. Pächt describes the interior as a "throne room", which envelops her as if a "carrying case". Her monumental stature reflects a tradition reaching back to an Italo-Byzantine type – perhaps best known through Giotto's Ognissanti Madonna (c. 1310) – and emphasises her identification with the cathedral itself. Till-Holger Borchert says that van Eyck did not paint her as "the Madonna in a church", but instead as metaphor, presenting Mary "as the Church". This idea that her size represents her embodiment as the church was first suggested by Erwin Panofsky in 1941. Art historians in the 19th century, who thought the work was executed early in van Eyck's career, attributed her scale as the mistake of a relatively immature painter. The composition is today seen as deliberate, and opposite to both his Madonna of Chancellor Rolin and Arnolfini Portrait. These works show interiors seemingly too small to contain the figures, a device van Eyck used to create and emphasise an intimate space shared by donor and saint. The Virgin's height recalls his Annunciation of 1434–36, although in that composition there are no architectural fittings to give a clear scale to the building. Perhaps reflecting the view of a "relatively immature painter", a copy of the Annunciation by Joos van Cleve shows Mary at a more realistic proportion scale to her surroundings. Mary is presented as a Marian apparition; in this case she probably appears before a donor, who would have been kneeling in prayer in the now lost opposite panel. The idea of a saint appearing before laity was common in Northern art of the period, and is also represented in van Eyck's Virgin and Child with Canon van der Paele (1434–36). There, the Canon is portrayed as if having just momentarily paused to reflect on a passage from his hand-held bible as the Virgin and Child with two saints appear before him, as if embodiments of his prayer. ### Pilgrimage As a prayer tablet placed on a pier was a distinctive trait of pilgrimage churches, Harbison sees the panel as partly concerned with the phenomenon of pilgrimage. This type of tablet contained specific prayers whose recitation in front of a particular image or in the church was believed to attract an indulgence, or remission of time in Purgatory. The statue of the Virgin and Child in the niche behind Mary's left shoulder might represent such an image, whereas the inscription of a Nativity hymn around the lost frame, ending in ETCET, i.e. "etcetera", would have told the viewer to recite the whole hymn, perhaps for an indulgence. The purpose of the picture, therefore, may have been to represent and bring the act of pilgrimage to a domestic setting. This would have been attractive to Philip the Good who, though he made many pilgrimages in person, is recorded as paying van Eyck to perform one on his behalf in 1426, apparently an acceptable practice in Late Medieval celestial accounting. The Virgin and Child at the forefront might represent the background statues coming to life; at the time such an apparition was considered the highest form of pilgrimage experience. Their poses are similar and her tall crown is typical of those seen on statues rather than either royalty or painted figures of the Virgin. Harbison further suggests that the two pools of light on the floor echo the two candles on either side of one of the statues, and notes that the copies described below retain the prayer tablet, one bringing it nearer to the foreground. ## Lost diptych and copies Most art historians believe that there are a number of indicators that the panel was the left-hand wing of a dismantled diptych. The frame contains clasps, implying it was once hinged to a second panel. The work seems composed to be symmetrically balanced towards an accompanying right-hand wing: Mary is positioned slightly to the right of centre, while her downward, almost coy glance is directed at a space beyond the edge of the panel, suggesting that she is looking at, or in the direction of, a kneeling donor in a right-hand wing. The visible architectural features – with the exception of the niches, the crucifixion and the windows directly behind it, which are at a right angle to the nave and centre front, facing the viewer – are at the left of the panel, facing right. Harbison believes the panel is "almost certainly only the left-hand half of a devotional diptych". Dhanens observes how Mary's eyeline extends beyond the horizon of her panel, a common feature of Netherlandish diptychs and triptychs, where the saint's gaze is directed towards an accompanying image of a donor. Other indicators include the unusually oblique architectural aspect of the church, which suggests that its depiction was intended to extend across to a sister wing – in a manner similar to the Master of Flemalle's Annunciation, and especially in van der Weyden's c. 1452 Braque Triptych, where continuity between the panels is especially emphasised. Two near-contemporary copies, usually attributed to the Ghent Master of 1499 and Jan Gossaert, were completed while the original was in the collection of Margaret of Austria, great-granddaughter of Philip the Good. Both present variants of the Madonna panel as the left wing of a devotional diptych, with a donor portrait as the right wing. However, the two donor panels have very different settings. The 1499 version shows the Cistercian abbot Christiaan de Hondt praying in his luxurious quarters, while Gossaert presents the donor Antonio Siciliano, accompanied by Saint Anthony, in a panoramic landscape setting. It is not known if either work is based on an original left-hand panel painted by van Eyck. The 1499 Madonna panel is a free adaption, in that the artist has changed and repositioned a number of elements. However, art historians usually agree that they are to the detriment of the balance and impact of the composition. The panel attributed to Gossaert shows even more significant, though perhaps more successful, alterations, including shifting the centre of balance by adding a section to the right-hand side, dressing the Virgin entirely in dark blue and changing her facial features. Both copies omit the two pools of bright light on the floor across from her, thus removing the mystical element of van Eyck's original, perhaps because its significance was not grasped by the later artists. That Gossaert followed other aspects of the original so closely, however, is evidence of the high regard he held for van Eyck's technical and aesthetic ability, and his version has been seen by some as a homage. The Master of 1499's admiration for van Eyck can be seen in his left-hand panel, which contains many features reminiscent of van Eyck's Arnolfini Portrait, including the rendering of the ceiling beams and the colour and texture of the red fabrics. Around 1520–1530, the Ghent illuminator and miniaturist Simon Bening produced a half-length Virgin and Child that closely resembles van Eyck's panel, to the extent that it can be considered a loose copy. However, it can be more closely related to the original Cambrai Madonna especially in its retention of the halo, which was considered old fashioned by the 15th century. Bening's Madonna is distinct to the two earlier copies of van Eyck; it was intended as a stand-alone panel, not part of a diptych, and though compositionally similar, radically departs from the original, especially in its colourisation. It is thought that Bening's work was informed by Gossaert's panel rather than directly by van Eyck's. ## Provenance The provenance of the work contains many gaps, and even the better-documented periods are often complicated or "murky", according to Dhanens. There is almost no record from the early 16th century through 1851, and the theft in 1877 leaves doubt for some as to what exactly was returned. Historian Léon de Laborde documented an altarpiece in a village near Nantes in 1851 – a Madonna in a church nave holding the Christ Child in her right arm – which he described as "painted on wood, very well preserved, still in its original frame". The description contains a detailing of the frame's inscription. A document from 1855 records a Virgin in the Church thought to be by Hubert and Jan van Eyck, which may be the same painting. It belonged to a Monsieur Nau, who had bought it for 50 francs from the housekeeper of Francois Cacault, a French diplomat who had acquired a number of paintings from Italy. A panel very similar in description was purchased by the Aachen art collector Barthold Suermondt sometime during the 1860s and catalogued in 1869 with a detailing of the frame's inscription. This work was thought to have come from Nantes, suggesting it was the same as the panel mentioned in 1851. The Suermondt collection was acquired by the Berlin museum in May 1874, as part of an acquisition of 219 paintings. The painting was stolen in March 1877, generating worldwide news coverage; it was recovered ten days later, but without the original frame. The 1875 Berlin museum catalogue attributes a van Eyck imitator; the 1883 catalogue describes the original as lost and the Berlin painting a copy. Soon after, however, its authenticity was verified, and the 1904 Berlin catalogue attributed Jan. Philip the Good may have been the original patron, given that a painting matching its description was recorded in a 1567 inventory of his great-granddaughter Margaret of Austria, who inherited the majority of Philip's collection. The description in her record reads, "Un autre tableau de Nostre-Dame, du duc Philippe, qui est venu de Maillardet, couvert de satin brouché gris, et ayant fermaulx d'argent doré et bordé de velours vert. Fait de la main Johannes." From the naming conventions known from the collection's inventory, "Johannes" probably refers to van Eyck, "duc Philippe" to Philip. ## See also - List of works by Jan van Eyck
16,579
Joy Division
1,173,838,592
English rock band
[ "1976 establishments in England", "1980 disestablishments in England", "English gothic rock groups", "English new wave musical groups", "English post-punk music groups", "Enigma Records artists", "Factory Records artists", "Joy Division", "Music in Salford", "Musical groups disestablished in 1980", "Musical groups established in 1976", "Musical groups from Greater Manchester", "Musical quartets", "New Order (band)", "Qwest Records artists", "Second British Invasion artists", "Virgin Records artists" ]
Joy Division were an English rock band formed in Salford in 1976. The group consisted of vocalist, guitarist and lyricist Ian Curtis, guitarist/keyboardist Bernard Sumner, bassist Peter Hook and drummer Stephen Morris. Sumner and Hook formed the band after attending a June 1976 Sex Pistols concert. While Joy Division's first recordings were heavily influenced by early punk, they soon developed a sparse sound and style that made them one of the pioneering groups of the post-punk movement. Their self-released 1978 debut EP An Ideal for Living drew the attention of the Manchester television personality Tony Wilson, who signed them to his independent label Factory Records. Their debut album Unknown Pleasures, recorded with producer Martin Hannett, was released in 1979. Frontman Curtis struggled with personal problems including a failing marriage, depression, and epilepsy. As the band's popularity grew, Curtis's health condition made it increasingly difficult for him to perform; he occasionally experienced seizures on stage. He died by suicide on the eve of what would have been the band's first North American tour in May 1980, aged 23. Joy Division's second and final album, Closer, was released two months later; it and the single "Love Will Tear Us Apart" became their highest-charting releases. Between July and October 1980 the remaining members regrouped under the name New Order. They were successful throughout the next decade, blending post-punk with electronic and dance music influences. In 2023, both Joy Division and New Order were nominated as one act for the Rock and Roll Hall of Fame. ## History ### Formation On 4 June 1976, childhood friends Bernard Sumner and Peter Hook separately attended a Sex Pistols show at the Manchester Lesser Free Trade Hall. Both were inspired by the Pistols' performance. Sumner said that he felt the Pistols "destroyed the myth of being a pop star, of a musician being some kind of god that you had to worship". The following day Hook borrowed £35 from his mother to buy a bass guitar. They formed a band with Terry Mason, who had also attended the gig; Sumner bought a guitar, and Mason a drum kit. After their schoolfriend Martin Gresty declined an invitation to join as vocalist after getting a job at a factory, the band placed an advertisement for a vocalist in the Manchester Virgin Records shop. Ian Curtis, who knew them from earlier gigs, responded and was hired without audition. Sumner said that he "knew he was all right to get on with and that's what we based the whole group on. If we liked someone, they were in." Buzzcocks manager Richard Boon and frontman Pete Shelley have both been credited with suggesting the band name "Stiff Kittens", but the band settled on "Warsaw" shortly before their first gig, a reference to David Bowie's song "Warszawa". Warsaw debuted on 29 May 1977 at the Electric Circus, supporting the Buzzcocks, Penetration and John Cooper Clarke. Tony Tabac played drums that night after joining the band two days earlier. Reviews in the NME by Paul Morley and in Sounds by Ian Wood brought them immediate national exposure. Mason became the band's manager and Tabac was replaced on drums in June 1977 by Steve Brotherdale, who also played in the punk band the Panik. Brotherdale tried to get Curtis to leave the band and join the Panik, and even had Curtis audition. On 18 July 1977, Warsaw recorded five demo tracks at Pennine Sound Studios, Oldham. Uneasy with Brotherdale's aggressive personality, the band fired him soon after the sessions. Driving home from the studio, they pulled over and asked Brotherdale to check on a flat tyre; when he got out of the car, they drove off. In August 1977, Warsaw placed an advertisement in a music shop window seeking a replacement drummer. Stephen Morris, who had attended the same school as Curtis, was the sole respondent. Deborah Curtis, Ian's wife, stated that Morris "fitted perfectly" with the band, and that with his addition Warsaw became a "complete 'family'". To avoid confusion with the London punk band Warsaw Pakt, the band renamed themselves Joy Division in early 1978, borrowing the name from the sexual slavery wing of a Nazi concentration camp mentioned in the 1955 novel House of Dolls. On 14 December, the group recorded their debut EP, An Ideal for Living, at Pennine Sound Studio and played their final gig as Warsaw on New Year's Eve at the Swinging Apple in Liverpool. Billed as Warsaw to ensure an audience, the band played their first gig as Joy Division on 25 January 1978 at Pip's Disco in Manchester. ### Early releases Joy Division were approached by RCA Records to record a cover of Nolan "N.F." Porter's "Keep on Keepin' On" at a Manchester recording studio. The band spent late March and April 1978 writing and rehearsing material. During the Stiff/Chiswick Challenge concert at Manchester's Rafters club on 14 April, they caught the attention of TV music presenter Tony Wilson and manager Rob Gretton. Curtis berated Wilson for not putting the group on his Granada Television show So It Goes; Wilson responded that Joy Division would be the next band he would showcase on TV. Gretton, the venue's resident DJ, was so impressed by the band's performance that he convinced them to take him on as their manager. Gretton, whose "dogged determination" was later credited for much of the band's public success, contributed the business skills to provide Joy Division with a better foundation for creativity. Joy Division spent the first week of May 1978 recording at Manchester's Arrow Studios. The band were unhappy with the Grapevine Records head John Anderson's insistence on adding synthesiser into the mix to soften the sound, and asked to be dropped from the contract with RCA. Joy Division made their recorded debut in June 1978 when the band self-released An Ideal for Living, and two weeks later their track "At a Later Date" was featured on the compilation album Short Circuit: Live at the Electric Circus (which had been recorded live in October 1977). In the Melody Maker review, Chris Brazier said that it "has the familiar rough-hewn nature of home-produced records, but they're no mere drone-vendors—there are a lot of good ideas here, and they could be a very interesting band by now, seven months on". The packaging of An Ideal for Living—which featured a drawing of a Hitler Youth member on the cover—coupled with the nature of the band's name fuelled speculation about their political affiliations. While Hook and Sumner later said they were intrigued by fascism at the time, Morris believed that the group's dalliance with Nazi imagery came from a desire to keep memories of the sacrifices of their parents and grandparents during World War II alive. He argued that accusations of neo-Nazi sympathies merely provoked the band "to keep on doing it, because that's the kind of people we are". On 20 September 1978, Joy Division made their television debut performing "Shadowplay" on So It Goes, with an introduction by Wilson. In October, Joy Division contributed two tracks recorded with producer Martin Hannett to the compilation double-7" EP A Factory Sample, the first release by Tony Wilson's record label, Factory Records. In the NME review of the EP, Paul Morley praised the band as "the missing link" between Elvis Presley and Siouxsie and the Banshees. Joy Division joined Factory's roster, after buying themselves out of the RCA deal. Gretton was made a label partner to represent the interests of the band. On 27 December, during the drive home from a gig at the Hope and Anchor in London, Curtis had his first recognised severe epileptic seizure and was hospitalised. Meanwhile, Joy Division's career progressed, and Curtis appeared on the 13 January 1979 cover of NME. That month the band recorded their session for BBC Radio 1 DJ John Peel. According to Deborah Curtis, "Sandwiched in between these two important landmarks was the realisation that Ian's illness was something we would have to learn to accommodate". ### Unknown Pleasures and breakthrough Joy Division's debut album, Unknown Pleasures, was recorded at Strawberry Studios, Stockport, in April 1979. Producer Martin Hannett significantly altered their live sound, a fact that greatly displeased the band at the time; however, in 2006, Hook said that in retrospect Hannett had done a good job and "created the Joy Division sound". The album cover was designed by Peter Saville, who went on to provide artwork for future Joy Division and New Order releases. Unknown Pleasures was released in June and sold through its initial pressing of 10,000 copies. Wilson said the success turned the indie label into a true business and a "revolutionary force" that operated outside of the major record label system. Reviewing the album for Melody Maker, writer Jon Savage described the album as an "opaque manifesto" and declared it "one of the best, white, English, debut LPs of the year". Joy Division performed on Granada TV again on 20 July 1979, and made their only nationwide TV appearance on 15 September on BBC2's Something Else. They supported the Buzzcocks in a 24-venue UK tour that began that October, which allowed the band to quit their regular jobs. The non-album single "Transmission" was released in November. Joy Division's burgeoning success drew a devoted following who were stereotyped as "intense young men dressed in grey overcoats". ### Closer and Curtis's health problems Joy Division toured Europe in January 1980. Although the schedule was demanding, Curtis experienced only two grand mal seizures, both in the final two months of the tour. That March, the band recorded their second album, Closer, with Hannett at London's Britannia Row Studios. That month they released the "Licht und Blindheit" single, with "Atmosphere" as the A-side and "Dead Souls" as the B-side, on the French independent label Sordide Sentimental. A lack of sleep and long hours destabilised Curtis's epilepsy, and his seizures became almost uncontrollable. He often had seizures during performances, which some audience members believed were part of the performance. The seizures left him feeling ashamed and depressed, and the band became increasingly worried about Curtis's condition. On 7 April 1980, Curtis attempted suicide by overdosing on his anti-seizure medication, phenobarbitone. The following evening, Joy Division were scheduled to play a gig at the Derby Hall in Bury. Curtis was too ill to perform, so at Gretton's insistence the band played a combined set with Alan Hempsall of Crispy Ambulance and Simon Topping of A Certain Ratio singing on the first few songs. When Topping came back towards the end of the set, some audience members threw bottles at the stage. Curtis's ill health led to the cancellation of several other gigs that April. Joy Division's final live performance was held at the University of Birmingham's High Hall on 2 May, and included their only performance of "Ceremony", one of the last songs written by Curtis. Hannett's production has been widely praised. However, as with Unknown Pleasures, both Hook and Sumner were unhappy with the production. Hook said that when he heard the final mix of "Atrocity Exhibition" he was disappointed that the abrasiveness had been toned down. He wrote; "I was like, head in hands, 'Oh fucking hell, it's happening again ... Martin had fucking melted the guitar with his Marshall Time Waster. Made it sound like someone strangling a cat and, to my mind, absolutely killed the song. I was so annoyed with him and went in and gave him a piece of my mind but he just turned round and told me to fuck off." ### Curtis's suicide and aftermath Joy Division were scheduled to commence their first US/Canada tour in May 1980. Curtis had expressed enthusiasm about the tour, but his relationship with his wife, Deborah, was under strain; Deborah was excluded from the band's inner circle, and Curtis was having an affair with Belgian journalist and music promoter Annik Honoré, whom he met on tour in Europe in 1979. He was also anxious about how American audiences would react to his epilepsy. The evening before the band were due to depart for America, Curtis returned to his Macclesfield home to talk to Deborah. He asked her to drop an impending divorce suit, and asked her to leave him alone in the house until he caught a train to Manchester the following morning. Early on 18 May 1980, having spent the night watching the Werner Herzog film Stroszek and listening to Iggy Pop's 1977 album The Idiot, Curtis hanged himself in his kitchen. Deborah discovered his body later that day when she returned. The suicide shocked the band and their management. In 2005, Wilson said: "I think all of us made the mistake of not thinking his suicide was going to happen ... We all completely underestimated the danger. We didn't take it seriously. That's how stupid we were." Music critic Simon Reynolds said Curtis's suicide "made for instant myth". Jon Savage's obituary said that "now no one will remember what his work with Joy Division was like when he was alive; it will be perceived as tragic rather than courageous". In June 1980, Joy Division's single "Love Will Tear Us Apart" was released, which hit number thirteen on the UK Singles Chart. In July 1980, Closer was released, and peaked at number six on the UK Albums Chart. NME reviewer Charles Shaar Murray wrote, "Closer is as magnificent a memorial (for 'Joy Division' as much as for Ian Curtis) as any post-Presley popular musician could have." Morris said that even without Curtis's death, it is unlikely that Joy Division would have endured. The members had made a pact long before Curtis's death that, should any member leave, the remaining members would change the band name. The band re-formed as New Order, with Sumner on vocals; they later recruited Morris's girlfriend Gillian Gilbert as keyboardist and second guitarist. Gilbert had befriended the band and played guitar at a Joy Division performance when Curtis had been unable to play. New Order's debut single, "Ceremony" (1981), was formed from the last two songs written with Curtis. New Order struggled in their early years to escape the shadow of Joy Division, but went on to achieve far greater commercial success with a different, more upbeat and dance-orientated sound. Various Joy Division outtakes and live material have been released. Still, featuring live tracks and rare recordings, was issued in 1981. Factory issued the Substance compilation in 1988, including several out-of-print singles. Permanent was released in 1995 by London Records, which had acquired the Joy Division catalogue after Factory's 1992 bankruptcy. The comprehensive box set Heart and Soul was released in 1997. ## Musical style ### Sound Joy Division took time to develop their style and quickly evolved from their punk roots. Their sound during their early inception as Warsaw was described as fairly generic and "undistinguished punk-inflected hard-rock". Critic Simon Reynolds observed how the band's originality only "really became apparent as the songs got slower", and their music took on a "sparse" quality. According to Reynolds, "Hook's bass carried the melody, Bernard Sumner's guitar left gaps rather than filling up the group's sound with dense riffage and Steve Morris's drums seemed to circle the rim of a crater." According to music critic Jon Savage, "Joy Division were not punk but they were directly inspired by its energy". In 1994 Sumner said the band's characteristic sound "came out naturally: I'm more rhythm and chords, and Hooky was melody. He used to play high lead bass because I liked my guitar to sound distorted, and the amplifier I had would only work when it was at full volume. When Hooky played low, he couldn't hear himself. Steve has his own style which is different to other drummers. To me, a drummer in the band is the clock, but Steve wouldn't be the clock, because he's passive: he would follow the rhythm of the band, which gave us our own edge." By Closer, Curtis had adopted a low baritone voice, drawing comparisons to Jim Morrison of the Doors (one of Curtis's favourite bands). Sumner largely acted as the band's director, a role he continued in New Order. While Sumner was the group's primary guitarist, Curtis played the instrument on a few recorded songs and during a few shows. Curtis hated playing guitar, but the band insisted he do so. Sumner said, "He played in quite a bizarre way and that to us was interesting, because no one else would play like Ian". During the recording sessions for Closer, Sumner began using self-built synthesisers and Hook used a six-string bass for more melody. Producer Martin Hannett "dedicated himself to capturing and intensifying Joy Division's eerie spatiality". Hannett believed punk rock was sonically conservative because of its refusal to use studio technology to create sonic space. The producer instead aimed to create a more expansive sound on the group's records. Hannett said, "[Joy Division] were a gift to a producer, because they didn't have a clue. They didn't argue". Hannett demanded clean and clear "sound separation" not only for individual instruments, but even for individual pieces of Morris's drumkit. Morris recalled, "Typically on tracks he considered to be potential singles, he'd get me to play each drum on its own to avoid any bleed-through of sound". Music journalist Richard Cook noted that Hannett's role was "crucial". There are "devices of distance" in his production and "the sound is an illusion of physicality". ### Lyrics Curtis was the band's sole lyricist. He typically composed his lyrics in a notebook, independently of the eventual music to evolve. The music itself was largely written by Sumner and Hook as the group jammed during rehearsals. Curtis's imagery and word choice often referenced "coldness, pressure, darkness, crisis, failure, collapse, loss of control". In 1979, NME journalist Paul Rambali wrote, "The themes of Joy Division's music are sorrowful, painful and sometimes deeply sad." Music journalist Jon Savage wrote that "Curtis's great lyrical achievement was to capture the underlying reality of a society in turmoil, and to make it both universal and personal," while noting that "the lyrics reflected, in mood and approach, his interest in romantic and science-fiction literature." Critic Robert Palmer wrote that William S. Burroughs and J. G. Ballard were "obvious influences" to Curtis, and Morris also remembered the singer reading T. S. Eliot. Deborah Curtis also remembered Curtis reading works by writers such as Fyodor Dostoevsky, Friedrich Nietzsche, Jean-Paul Sartre, Franz Kafka, and Hermann Hesse. Curtis was unwilling to explain the meaning behind his lyrics and Joy Division releases were absent of any lyric sheets. He told the fanzine Printed Noise, "We haven't got a message really; the lyrics are open to interpretation. They're multidimensional. You can read into them what you like." The other Joy Division members have said that at the time, they paid little attention to the contents of Curtis's lyrics. In a 1987 interview with Option, Morris said that they "just thought the songs were sort of sympathetic and more uplifting than depressing. But everyone's got their own opinion." Deborah Curtis recalled that only with the release of Closer did many who were close to the singer realise "[h]is intentions and feelings were all there within the lyrics". The surviving members regret not seeing the warning signs in Curtis's lyrics. Morris said that "it was only after Ian died that we sat down and listened to the lyrics...you'd find yourself thinking, 'Oh my God, I missed this one'. Because I'd look at Ian's lyrics and think how clever he was putting himself in the position of someone else. I never believed he was writing about himself. Looking back, how could I have been so bleedin' stupid? Of course he was writing about himself. But I didn't go in and grab him and ask, 'What's up?' I have to live with that". ### Live performances In contrast to the relatively polished sound of their studio recordings, Joy Division typically played loudly and aggressively during live performances. The band were especially unhappy with Hannett's mix of Unknown Pleasures, which reduced the abrasiveness of their live sound for a more cerebral and ghostly sound. According to Sumner "the music was loud and heavy, and we felt that Martin had toned it down, especially with the guitars". The group did not typically interact with the audience during concerts. According to Paul Morley, "During a Joy Division set, outside of the songs, you'll be lucky to hear more than two or three words. Hello and goodbye. No introductions, no promotion." Curtis would often perform what became known as his "'dead fly' dance", as if imitating a seizure; his arms would "start flying in [a] semicircular, hypnotic curve". Simon Reynolds noted that Curtis's dancing style was reminiscent of an epileptic seizure, and that he was dancing in the manner for some months before he was diagnosed with epilepsy. Curtis' diagnosis made live performances difficult for the band. Sumner later reflected in 2007, "We didn't have flashing lights, but sometimes a particular drum beat would do something to him. He'd go off in a trance for a bit, then he'd lose it and have an epileptic fit. We'd have to stop the show and carry him off to the dressing room where he'd cry his eyes out because this appalling thing had just happened to him." ### Influences Sumner wrote that Curtis was inspired by artists such as the Doors, Iggy Pop, David Bowie, Kraftwerk, the Velvet Underground and Neu!. Hook has also related that Curtis was particularly influenced by Iggy Pop's chaotic stage persona. The group were inspired by Kraftwerk's "marriage between humans and machines", and the inventiveness of their electronic music. Joy Division played Trans-Europe Express through the PA before they went on stage, "to get a momentum". Bowie's "Berlin Trilogy" elaborated with Brian Eno, influenced them; the "cold austerity" of the synthesisers on the b-sides of Heroes and Low albums, was a "music looking at the future". Morris cited the "unique style" of Velvet Underground's Maureen Tucker and the motorik drum beats, from Neu! and Can. Morris also credited Siouxsie and the Banshees because their "first drummer Kenny Morris played mostly toms" and "the sound of cymbals was forbidden". Hook said that "Siouxsie and the Banshees were one of our big influences ... The way the guitarist and the drummer played was a really unusual way of playing". Hook drew inspiration from the style of bassist Jean-Jacques Burnel and his early material with the Stranglers; he also credited Carol Kaye and her musical basslines on early 1970s work of the Temptations. Sumner mentioned "the raw, nasty, unpolished edge" in the guitars of the Rolling Stones, the simple riff of "Vicious" on Lou Reed's Transformer, and Neil Young. His musical horizon went up a notch with Jimi Hendrix, he realised "it wasn't about little catchy tunes ... it was what you could do sonically with a guitar." ## Legacy Despite their short career, Joy Division have exerted a wide-reaching influence and achieved widespread critical acclaim. John Bush of AllMusic argues that Joy Division "became the first band in the post-punk movement by ... emphasizing not anger and energy but mood and expression, pointing ahead to the rise of melancholy alternative music in the '80s." Joy Division have influenced many bands, including their contemporaries the Cure and U2. Later acts that cite inspiration from Joy Division include among others Bloc Party, Editors, Interpol, the Proclaimers, and Soundgarden. In 1980, U2 singer Bono said that Joy Division were "one of the most important bands of the last four or five years". Rapper Danny Brown named his album Atrocity Exhibition after the Joy Division song, whose title was partially inspired by the 1970 J. G. Ballard collection of condensed novels of the same name. In 2005 both New Order and Joy Division were inducted into the UK Music Hall of Fame. The band's dark and gloomy sound, which Martin Hannett described in 1979 as "dancing music with Gothic overtones", presaged in part the gothic rock genre. While the term "gothic" originally described a "doomy atmosphere" in music of the late 1970s, the term was soon applied to specific bands like Bauhaus that followed in the wake of Joy Division and Siouxsie and the Banshees. Standard musical fixtures of early gothic rock bands included "high-pitched post-Joy Division basslines usurp[ing] the melodic role" and "vocals that were either near operatic and Teutonic or deep, droning alloys of Jim Morrison and Ian Curtis." Joy Division have been dramatised in two biopics. 24 Hour Party People (2002) is a fictionalised account of Factory Records in which members of the band appear as supporting characters. Tony Wilson said of the film, "It's all true, it's all not true. It's not a fucking documentary," and that he favoured the "myth" over the truth. The 2007 film Control, directed by Anton Corbijn, is a biography of Ian Curtis (portrayed by Sam Riley) that uses Deborah Curtis's biography of her late husband, Touching from a Distance (1995), as its basis. Control had its international premiere on the opening night of Director's Fortnight at the 2007 Cannes Film Festival, where it was critically well received. That year Grant Gee directed the band documentary Joy Division. ## Band members - Ian Curtis – lead vocals, melodica (1976–1980; his death); guitar (1979-1980) - Bernard Sumner – guitar, keyboards (1976–1980); bass (1980) - Peter Hook – bass, backing and occasional lead vocals (1976–1980); guitar (1980) - Terry Mason – drums (1976–1977) - Tony Tabac – drums (1977) - Steve Brotherdale – drums (1977) - Stephen Morris – drums, percussion (1977–1980) ### Timeline ## Discography - Unknown Pleasures (1979) - Closer (1980)
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Fight Club
1,173,808,220
1999 film by David Fincher
[ "1990s American films", "1990s English-language films", "1990s coming-of-age films", "1990s psychological thriller films", "1990s satirical films", "1999 action thriller films", "1999 black comedy films", "1999 films", "1999 martial arts films", "20th Century Fox films", "American action thriller films", "American black comedy films", "American coming-of-age films", "American martial arts films", "American psychological thriller films", "American satirical films", "Censored films", "Fiction with unreliable narrators", "Fictional secret societies", "Fight Club", "Films about consumerism", "Films about dissociative identity disorder", "Films about salespeople", "Films about secret societies", "Films about terrorism in the United States", "Films based on American novels", "Films based on works by Chuck Palahniuk", "Films directed by David Fincher", "Films produced by Art Linson", "Films scored by musical groups", "Films shot in Los Angeles", "Films with screenplays by Jim Uhls", "Insomnia in film", "Postmodern films", "Regency Enterprises films", "Underground fighting films" ]
Fight Club is a 1999 American film directed by David Fincher and starring Brad Pitt, Edward Norton, and Helena Bonham Carter. It is based on the 1996 novel of the same name by Chuck Palahniuk. Norton plays the unnamed narrator, who is discontented with his white-collar job. He forms a "fight club" with soap salesman Tyler Durden (Pitt), and becomes embroiled in a relationship with a mysterious woman, Marla Singer (Bonham Carter). Palahniuk's novel was optioned by Fox 2000 Pictures producer Laura Ziskin, who hired Jim Uhls to write the film adaptation. Fincher was selected because of his enthusiasm for the story. He developed the script with Uhls and sought screenwriting advice from the cast and others in the film industry. It was filmed in and around Los Angeles from July to December 1998. He and the cast compared the film to Rebel Without a Cause (1955) and The Graduate (1967), with a theme of conflict between Generation X and the value system of advertising. Studio executives did not like the film, and they restructured Fincher's intended marketing campaign to try to reduce anticipated losses. Fight Club failed to meet the studio's expectations at the box office, and received polarized reactions from critics. It was ranked as one of the most controversial and talked-about films of the 1990s. The film later found commercial success with its home video release, establishing Fight Club as a cult classic and causing media to revisit the film. In 2009, on the tenth anniversary of the film's release, The New York Times dubbed it the "defining cult movie of our time." ## Plot The unnamed Narrator, an insomniac dissatisfied with his job and lifestyle, fakes illnesses to attend support groups for therapy. His relief is disrupted when another impostor, Marla Singer, joins the same groups. Viewing her as a mirror to his own deceit, he arranges for them to attend different sessions, to which she reluctantly agrees. On a return flight from work, the Narrator meets soap salesman Tyler Durden, who critiques his consumerist lifestyle. After an explosion destroys his apartment, he moves in with Tyler and they start Fight Club, a secret fistfighting group, in a bar basement. Meanwhile, Tyler saves Marla from an overdose, initiating a sexual relationship between them, while the Narrator remains cold to her. The Narrator quits his job, blackmails his boss for funds, and grows Fight Club, attracting new members including his cancer support group friend, Bob. Tyler morphs the club into Project Mayhem, committing acts of vandalism intended to disrupt the social order. Feeling sidelined, the Narrator confronts Tyler, who admits to orchestrating the explosion in the Narrator's apartment, and then goes missing. When Bob is killed during a mission, the Narrator tries to dismantle Project Mayhem. Discovering its nationwide reach, and being called Tyler Durden by Marla and members, he realizes he and Tyler are split personalities. Learning Tyler plans to erase debt by blowing up buildings with credit records, the Narrator unsuccessfully warns Marla and goes to the police, who are also Project Mayhem members. He attempts to disarm the explosives, but Tyler attacks him. Accepting that he himself is Tyler, he shoots himself in the head, "killing" Tyler, while the bullet nonfatally passes through the Narrator's cheek. Marla arrives, and the two hold hands as they watch as the targeted buildings collapse. ## Cast - Edward Norton as the Narrator. He adopts a number of aliases while attending support groups. - Brad Pitt as Tyler Durden - Helena Bonham Carter as Marla Singer - Meat Loaf as Robert Paulson - Jared Leto as Angel Face, a young Fight Club recruit and member of Project Mayhem. - Holt McCallany as the Mechanic - Zach Grenier as Richard Chesler, the Narrator's boss. - Eion Bailey as Ricky - Peter Iacangelo as Lou - Thom Gossom Jr. as Detective Stern ## Themes Fincher said Fight Club was a coming of age film, like the 1967 film The Graduate but for people in their 30s. Fincher described the narrator as an "everyman"; the character is identified in the script as "Jack", but left unnamed in the film. Fincher outlined the Narrator's background: "He's tried to do everything he was taught to do, tried to fit into the world by becoming the thing he isn't." He cannot find happiness, so he travels on a path to enlightenment in which he must "kill" his parents, god, and teacher. By the start of the film, he has "killed off" his parents. With Tyler Durden, he kills his god by doing things they are not supposed to do. To complete the process of maturing, the Narrator has to kill his teacher, Tyler Durden. The character is a 1990s inverse of the Graduate archetype: "a guy who does not have a world of possibilities in front of him, he has no possibilities, he literally cannot imagine a way to change his life." He is confused and angry, so he responds to his environment by creating Tyler Durden, a Nietzschean Übermensch, in his mind. While Tyler is who the Narrator wants to be, he is not empathetic and does not help the Narrator face decisions in his life "that are complicated and have moral and ethical implications". Fincher explained: "[Tyler] can deal with the concepts of our lives in an idealistic fashion, but it doesn't have anything to do with the compromises of real life as modern man knows it. Which is: you're not really necessary to a lot of what's going on. It's built, it just needs to run now." While studio executives worried that Fight Club was going to be "sinister and seditious", Fincher sought to make it "funny and seditious" by including humor to temper the sinister element. Screenwriter Jim Uhls described the film as a romantic comedy, explaining: "It has to do with the characters' attitudes toward a healthy relationship, which is a lot of behavior which seems unhealthy and harsh to each other, but in fact does work for them—because both characters are out on the edge psychologically." The Narrator seeks intimacy, but avoids it with Marla Singer, seeing too much of himself in her. While Marla is a seductive and negativist prospect for the Narrator, he embraces the novelty and excitement that comes with befriending Tyler. The Narrator is comfortable being personally connected to Tyler, but becomes jealous when Tyler becomes sexually involved with Marla. When the Narrator argues with Tyler about their friendship, Tyler tells him that being friends is secondary to pursuing the philosophy they have been exploring. When Tyler implies that Marla is a risk they should remove, the Narrator realizes he should have focused on her and begins to diverge from Tyler's path. The Narrator, an unreliable narrator, is not immediately aware that he is mentally projecting Tyler. He also mistakenly promotes the fight clubs as a way to feel powerful, though the Narrator's physical condition worsens while Tyler Durden's appearance improves. While Tyler desires "real experiences" of actual fights like the Narrator at first, he manifests a nihilistic attitude of rejecting and destroying institutions and value systems. His impulsive nature, representing the id, is seductive and liberating to the Narrator and the members of Project Mayhem. Tyler's initiatives and methods become dehumanizing; he orders around the members of Project Mayhem with a megaphone similar to camp directors at Chinese re-education camps. The Narrator pulls back from Tyler and arrives at a middle ground between his conflicting selves. Fight Club examines Generation X angst as "the middle children of history". Norton said it examines the value conflicts of Generation X as the first generation raised on television: this generation had "its value system largely dictated to it by advertising culture", and was told one could achieve "spiritual happiness through home furnishing". His character walks through his apartment while visual effects identify his many IKEA possessions. Fincher described the Narrator's immersion: "It was just the idea of living in this fraudulent idea of happiness." Pitt said, "Fight Club is a metaphor for the need to push through the walls we put around ourselves and just go for it, so for the first time we can experience the pain." Fight Club also parallels the 1955 film Rebel Without a Cause; both probe the frustrations of the people in the system. The characters, having undergone societal emasculation, are reduced to "a generation of spectators". A culture of advertising defines society's "external signifiers of happiness", causing an unnecessary chase for material goods that replaces the more essential pursuit of spiritual happiness. The film references consumer products such as Gucci, Calvin Klein, and the Volkswagen New Beetle. Norton said of the Beetle, "We smash it ... because it seemed like the classic example of a Baby Boomer generation marketing plan that sold culture back to us." Pitt explained the dissonance: "I think there's a self-defense mechanism that keeps my generation from having any real honest connection or commitment with our true feelings. We're rooting for ball teams, but we're not getting in there to play. We're so concerned with failure and success—like these two things are all that's going to sum you up at the end." The violence of the fight clubs serves not to promote or glorify combat, but for participants to experience feeling in a society where they are otherwise numb. The fights represent a resistance to the impulse to be "cocooned" in society. Norton believed the fighting strips away the "fear of pain" and "the reliance on material signifiers of their self-worth", leaving them to experience something valuable. When the fights evolve into revolutionary violence, the film only half-accepts the revolutionary dialectic by Tyler Durden; the Narrator pulls back and rejects Durden's ideas. Fight Club purposely shapes an ambiguous message whose interpretation is left to the audience. Fincher said: "I love this idea that you can have fascism without offering any direction or solution. Isn't the point of fascism to say, 'This is the way we should be going'? But this movie couldn't be further from offering any kind of solution." ## Production ### Development The novel Fight Club by Chuck Palahniuk was published in 1996. Before its publication, a Fox Searchlight Pictures book scout sent a galley proof of the novel to creative executive Kevin McCormick. The executive assigned a studio reader to review the proof as a candidate for a film adaptation, but the reader discouraged it. McCormick then forwarded the proof to producers Lawrence Bender and Art Linson, who also rejected it. Producers Josh Donen and Ross Bell saw potential and expressed interest. They arranged unpaid screen readings with actors to determine the script's length, and an initial reading lasted six hours. The producers cut out sections to reduce the running time, and they used the shorter script to record its dialogue. Bell sent the recording to Laura Ziskin, head of the division Fox 2000, who listened to the tape and purchased the rights to Fight Club from Palahniuk for \$10,000. Ziskin initially considered hiring Buck Henry to write the adaptation, finding Fight Club similar to the 1967 film The Graduate, which Henry had adapted. When a new screenwriter, Jim Uhls, lobbied Donen and Bell for the job, the producers chose him over Henry. Bell contacted four directors to direct the film. He considered Peter Jackson the best choice, but Jackson was too busy filming the 1996 film The Frighteners in New Zealand. Bryan Singer received the book but did not read it. Danny Boyle met with Bell and read the book, but he pursued another film. The book was also sent to David O. Russell, but he couldn't understand it. David Fincher, who had read Fight Club and had tried to buy the rights himself, talked with Ziskin about directing the film. He hesitated to accept the assignment with 20th Century Fox at first because he had an unpleasant experience directing the 1992 film Alien 3 for the studio. To repair his relationship with the studio, he met with Ziskin and studio head Bill Mechanic. In August 1997, 20th Century Fox announced that Fincher would direct the film adaptation of Fight Club. ### Casting Producer Ross Bell met with actor Russell Crowe to discuss his candidacy for the role of Tyler Durden. Producer Art Linson, who joined the project late, met with Pitt regarding the same role. Linson was the senior producer of the two, so the studio sought to cast Pitt instead of Crowe. Pitt was looking for a new film after the domestic failure of his 1998 film Meet Joe Black, and the studio believed Fight Club would be more commercially successful with a major star. The studio signed Pitt for US\$17.5 million. For the role of the unnamed Narrator, the studio desired a "sexier marquee name" such as Matt Damon to increase the film's commercial prospects; it also considered Sean Penn. Fincher instead considered Norton based on his performance in the 1996 film The People vs. Larry Flynt. Other studios were approaching Norton for leading roles in developing films like The Talented Mr. Ripley and Man on the Moon. He was cast in Runaway Jury, but the film did not reach production. 20th Century Fox offered Norton \$2.5 million for Fight Club. He could not accept the offer immediately because he still owed Paramount Pictures a film; he had signed a contractual obligation with Paramount to appear in one of the studio's future films for a smaller salary. Norton later satisfied the obligation with his role in the 2003 film The Italian Job. In January 1998, 20th Century Fox announced that Pitt and Norton had been cast. The actors prepared by taking lessons in boxing, taekwondo, grappling, and soapmaking. Pitt voluntarily visited a dentist to have pieces of his front teeth chipped off so his character would not have perfect teeth. The pieces were restored after filming concluded. Fincher's first choice for the role of Marla Singer was Janeane Garofalo. While Fincher initially stated that she turned it down because she objected to the film's sexual content, in an interview in 2020, Garofalo revealed she did accept the role but was dropped because Norton believed she was poorly suited to it. The filmmakers considered Courtney Love and Winona Ryder as early candidates. Love claimed that she was cast as Marla Singer, but was fired after she rejected Pitt's pitch for a film about her late husband, Kurt Cobain. The studio wanted to cast Reese Witherspoon, but Fincher felt she was too young. Finally, Fincher chose to cast Bonham Carter based on her performance in the 1997 film The Wings of the Dove. ### Writing Uhls started working on a draft of the adapted screenplay, which excluded a voice-over because the industry perceived the technique as "hackneyed and trite" at the time. When Fincher joined the film, he thought that the film should have a voice-over, believing that the film's humor came from the Narrator's voice. He described the film without a voice-over as seemingly "sad and pathetic". Fincher and Uhls revised the script for six to seven months and by 1997 had a third draft that reordered the story and left out several major elements. When Pitt was cast, he was concerned that his character, Tyler Durden, was too one-dimensional. Fincher sought the advice of writer-director Cameron Crowe, who suggested giving the character more ambiguity. Fincher also hired screenwriter Andrew Kevin Walker for assistance. He invited Pitt and Norton to help revise the script, and the group drafted five revisions in the course of a year. Palahniuk praised the faithful film adaptation of his novel and applauded how the film's plot was more streamlined than the book's. Palahniuk recalled how the writers debated if film audiences would believe the plot twist from the novel. Fincher supported including the twist, arguing, "If they accept everything up to this point, they'll accept the plot twist. If they're still in the theater, they'll stay with it." Palahniuk's novel also contained homoerotic overtones, which Fincher included in the film to make audiences uncomfortable and accentuate the surprise of the twists. The bathroom scene where Tyler Durden bathes next to the Narrator is an example of the overtones; the line, "I'm wondering if another woman is really the answer we need," was meant to suggest personal responsibility rather than homosexuality. Another example is the scene at the beginning of the film in which Tyler Durden puts a gun barrel down the Narrator's mouth. The Narrator finds redemption at the end of the film by rejecting Tyler Durden's dialectic, a path that diverged from the novel's ending in which the Narrator is placed in a mental institution. Norton drew parallels between redemption in the film and redemption in The Graduate, indicating that the protagonists of both films find a middle ground between two divisions of self. Fincher considered the novel too infatuated with Tyler Durden and changed the ending to move away from him: "I wanted people to love Tyler, but I also wanted them to be OK with his vanquishing." ### Filming Studio executives Mechanic and Ziskin planned an initial budget of US\$23 million to finance the film, but by the start of production, the budget was increased to \$50 million. Half was paid by New Regency, but during filming, the projected budget escalated to US\$67 million. New Regency's head and Fight Club executive producer Arnon Milchan petitioned Fincher to reduce costs by at least US\$5 million. Fincher refused, so Milchan threatened Mechanic that New Regency would withdraw financing. Mechanic sought to restore Milchan's support by sending him tapes of dailies from Fight Club. After seeing three weeks of filming, Milchan reinstated New Regency's financial backing. The final production budget was \$63–65 million. The fight scenes were heavily choreographed, but the actors were required to "go full out" to capture realistic effects such as having the wind knocked out of them. Makeup artist Julie Pearce, who had worked for Fincher on the 1997 film The Game, studied mixed martial arts and pay-per-view boxing to portray the fighters accurately. She designed an extra's ear to have cartilage missing, inspired by the boxing match in which Mike Tyson bit off part of Evander Holyfield's ear. Makeup artists devised two methods to create sweat on cue: spraying mineral water over a coat of Vaseline, and using the unadulterated water for "wet sweat". Meat Loaf, who plays a fight club member who has "bitch tits", wore a 90-pound (40 kg) fat harness that gave him large breasts. He also wore eight-inch (20 cm) lifts in his scenes with Norton to be taller than him. Filming lasted 138 days from July to December 1998, during which Fincher shot more than 1,500 rolls of film, three times the average for a Hollywood film. The locations were in and around Los Angeles and on sets built at the studio in Century City. Production designer Alex McDowell constructed more than 70 sets. The exterior of Tyler Durden's house was built in Wilmington, California, while the interior was built on a sound stage at the studio's location. The interior was given a decayed look to illustrate the deconstructed world of the characters. Marla Singer's apartment was based on photographs of apartments in downtown LA. Overall, production included 300 scenes, 200 locations, and complex special effects. Fincher compared Fight Club to his subsequent, less complex film Panic Room: "I felt like I was spending all my time watching trucks being loaded and unloaded so I could shoot three lines of dialogue. There was far too much transportation going on." ### Cinematography Fincher used the Super 35 format to film Fight Club since it gave him maximum flexibility to compose shots. He hired Jeff Cronenweth as cinematographer; Cronenweth's father Jordan Cronenweth had been cinematographer for Fincher's 1992 film Alien 3, but left midway through production due to Parkinson's disease. Fincher explored visual styles in his previous films Seven and The Game, and he and Cronenweth drew elements from these styles for Fight Club. Fincher and Cronenweth applied a lurid style, choosing to make people "sort of shiny". The appearance of the Narrator's scenes without Tyler were bland and realistic. The scenes with Tyler were described by Fincher as "more hyper-real in a torn-down, deconstructed sense—a visual metaphor of what [the Narrator is] heading into". The filmmakers used heavily desaturated colors in the costuming, makeup, and art direction. Bonham Carter wore opalescent makeup to portray her romantic nihilistic character with a "smack-fiend patina". Fincher and Cronenweth drew influences from the 1973 film American Graffiti, which applied a mundane look to nighttime exteriors while simultaneously including a variety of colors. The crew took advantage of both natural and practical light. Fincher sought various approaches to the lighting setups; for example, he chose several urban locations for the city lights' effects on the shots' backgrounds. The crew also embraced fluorescent lighting at other practical locations to maintain an element of reality and to light the prostheses depicting the characters' injuries. On the other hand, Fincher also ensured that scenes were not so strongly lit so the characters' eyes were less visible, citing cinematographer Gordon Willis' technique as the influence. Fight Club was filmed mostly at night, and Fincher filmed the daytime shots in shadowed locations. The crew equipped the bar's basement with inexpensive work lamps to create a background glow. Fincher avoided stylish camerawork when filming early fight scenes in the basement and instead placed the camera in a fixed position. In later fight scenes, Fincher moved the camera from the viewpoint of a distant observer to that of the fighter. The scenes with Tyler were staged to conceal that the character was a mental projection of the unnamed Narrator. Tyler was not filmed in two shots with a group of people, nor was he shown in any over-the-shoulder shots in scenes where Tyler gives the Narrator specific ideas to manipulate him. In scenes before the Narrator meets Tyler, the filmmakers inserted Tyler's presence in single frames for subliminal effect. Tyler appears in the background and out of focus, like a "little devil on the shoulder". Fincher explained the subliminal frames: "Our hero is creating Tyler Durden in his own mind, so at this point he exists only on the periphery of the Narrator's consciousness." While Cronenweth generally rated and exposed the Kodak film stock normally on Fight Club, several other techniques were applied to change its appearance. Flashing was implemented on much of the exterior night photography, the contrast was stretched to be purposely ugly, the print was adjusted to be underexposed, Technicolor's ENR silver retention was used on a select number of prints to increase the density of the blacks, and high-contrast print stocks were chosen to create a "stepped-on" look on the print with a dirty patina. ### Visual effects Fincher hired visual effects supervisor Kevin Tod Haug, who worked for him on The Game, to create visual effects for Fight Club. Haug assigned the visual effects artists and experts to different facilities that each addressed different types of visual effects: CG modeling, animation, compositing, and scanning. Haug explained, "We selected the best people for each aspect of the effects work, then coordinated their efforts. In this way, we never had to play to a facility's weakness." Fincher visualized the Narrator's perspective through a "mind's eye" view and structured a myopic framework for the film audiences. Fincher also used previsualized footage of challenging main-unit and visual effects shots as a problem-solving tool to avoid making mistakes during the actual filming. The film's title sequence is a 90-second visual effects composition that depicts the inside of the Narrator's brain at a microscopic level; the camera pulls back to the outside, starting at his fear center and following the thought processes initiated by his fear impulse. The sequence, designed in part by Fincher, was budgeted separately from the rest of the film at first, but the sequence was awarded by the studio in January 1999. Fincher hired Digital Domain and its visual effects supervisor Kevin Mack, who won an Academy Award for Visual Effects for the 1998 film What Dreams May Come, for the sequence. The company mapped the computer-generated brain using an L-system, and the design was detailed using renderings by medical illustrator Katherine Jones. The pullback sequence from within the brain to the outside of the skull included neurons, action potentials, and a hair follicle. Haug explained the artistic license that Fincher took with the shot, "While he wanted to keep the brain passage looking like electron microscope photography, that look had to be coupled with the feel of a night dive—wet, scary, and with a low depth of field." The shallow depth of field was accomplished with the ray tracing process. Other visual effects include an early scene in which the camera flashes past city streets to survey Project Mayhem's destructive equipment lying in underground parking lots; the sequence was a three-dimensional composition of nearly 100 photographs of Los Angeles and Century City by photographer Michael Douglas Middleton. The final scene of the demolition of the credit card office buildings was designed by Richard Baily of Image Savant; Baily worked on the scene for over fourteen months. Midway through the film, Tyler Durden points out the cue mark—nicknamed "cigarette burn" in the film—to the audience. The scene represents a turning point that foreshadows the coming rupture and inversion of the "fairly subjective reality" that existed earlier in the film. Fincher explained: "Suddenly it's as though the projectionist missed the changeover, the viewers have to start looking at the movie in a whole new way." ### Score Fincher was concerned that bands experienced in writing film scores would be unable to tie the themes together, so he sought a band which had never recorded for film. He pursued Radiohead, but the singer, Thom Yorke, declined as he was recovering from the stress of promoting their 1997 album OK Computer. Fincher instead commissioned the breakbeat producing duo Dust Brothers, who created a post-modern score encompassing drum loops, electronic scratches, and computerized samples. Dust Brothers performer Michael Simpson explained the setup: "Fincher wanted to break new ground with everything about the movie, and a nontraditional score helped achieve that." The climax and end credits feature the song "Where Is My Mind?" by Pixies. ## Release ### Marketing Filming concluded in December 1998, and Fincher edited the footage in early 1999 to prepare Fight Club for a screening with senior executives. They did not receive the film positively and were concerned that there would not be an audience for the film. Executive producer Art Linson, who supported the film, recalled the response: "So many incidences of Fight Club were alarming, no group of executives could narrow them down." Nevertheless, Fight Club was originally slated to be released in July 1999 but was later changed to August 6, 1999. The studio further delayed the film's release, this time to autumn, citing a crowded summer schedule and a hurried post-production process. Outsiders attributed the delays to the Columbine High School massacre earlier in the year. Marketing executives at Fox Searchlight Pictures faced difficulties in marketing Fight Club and at one point considered marketing it as an art film. They considered that the film was primarily geared toward male audiences because of its violence and believed that not even Pitt would attract female filmgoers. Research testing showed that the film appealed to teenagers. Fincher refused to let the posters and trailers focus on Pitt and encouraged the studio to hire the advertising firm Wieden+Kennedy to devise a marketing plan. The firm proposed a bar of pink soap with the title "Fight Club" embossed on it as the film's main marketing image; the proposal was considered "a bad joke" by Fox executives. Fincher also released two early trailers in the form of fake public service announcements presented by Pitt and Norton; the studio did not think the trailers marketed the film appropriately. Instead, the studio financed a \$20 million large-scale campaign to provide a press junket, posters, billboards, and trailers for TV that highlighted the film's fight scenes. The studio advertised Fight Club on cable during World Wrestling Federation broadcasts, which Fincher protested, believing that the placement created the wrong context for the film. Linson believed that the "ill-conceived one-dimensional" marketing by marketing executive Robert Harper largely contributed to Fight Club's lukewarm box office performance in the United States. ### Theatrical run The studio held Fight Club's world premiere at the 56th Venice International Film Festival on September 10, 1999. For the American theatrical release, the studio hired the National Research Group to test screen the film; the group predicted the film would gross between US\$13 million and US\$15 million in its opening weekend. Fight Club opened commercially in the United States and Canada on October 15, 1999 and earned US\$11 million in 1,963 theaters over the opening weekend. The film ranked first at the weekend box office, beating Double Jeopardy and The Story of Us, a fellow weekend opener. Audiences polled by CinemaScore gave the film an average grade of "B−" on an A+ to F scale. The gender mix of audiences for Fight Club, argued to be "the ultimate anti-date flick", was 61% male and 39% female; 58% of audiences were below the age of 21. Despite the film's top placement, its opening gross fell short of the studio's expectations. Over the second weekend, Fight Club dropped 42.6% in revenue, earning US\$6.3 million. In its original theatrical run, the film grossed US\$37 million in the United States and Canada, and US\$63.8 million in other territories, for a worldwide total of US\$100.9 million. (With subsequent re-releases, the film's worldwide gross increased to \$101.2 million.) The underwhelming North American performance of Fight Club soured the relationship between 20th Century Fox's studio head Bill Mechanic and media executive Rupert Murdoch, which contributed to Mechanic's resignation in June 2000. The British Board of Film Classification reviewed Fight Club for its November 12, 1999 release in the United Kingdom and removed two scenes involving "an indulgence in the excitement of beating a (defenseless) man's face into a pulp". The board assigned the film an 18 certificate, limiting the release to adult-only audiences in the UK. The BBFC did not censor any further, considering and dismissing claims that Fight Club contained "dangerously instructive information" and could "encourage anti-social (behavior)". The board decided, "The film as a whole is—quite clearly—critical and sharply parodic of the amateur fascism which in part it portrays. Its central theme of male machismo (and the anti-social behaviour that flows from it) is emphatically rejected by the central character in the concluding reels." The scenes were restored in a two-disc DVD edition released in the UK in March 2007. ### Home media Fincher supervised the composition of the DVD packaging and was one of the first directors to participate in a film's transition to home media. The film was released on DVD on June 6, 2000, in both one and two-disc editions. The movie disc included four commentary tracks, while the bonus disc contained behind-the-scenes clips, deleted scenes, trailers, theater safety PSAs, the promotional music video "This is Your Life", Internet spots, still galleries, cast biographies, storyboards, and publicity materials. Fincher worked on the DVD as a way to finish his vision for the film. Julie Markell, 20th Century Fox's senior vice president of creative development, said the DVD packaging complemented Fincher's vision: "The film is meant to make you question. The package, by extension, tries to reflect an experience that you must experience for yourself. The more you look at it, the more you'll get out of it." The studio developed the packaging for two months. The two-disc special edition DVD was packaged to look covered in brown cardboard wrapper. The title "Fight Club" was labeled diagonally across the front, and packaging appeared tied with twine. Markell said, "We wanted the package to be simple on the outside, so that there would be a dichotomy between the simplicity of brown paper wrapping and the intensity and chaos of what's inside." Deborah Mitchell, 20th Century Fox's vice president of marketing, described the design: "From a retail standpoint, [the DVD case] has incredible shelf-presence." It was the first DVD release to feature the THX Optimode. Fight Club won the 2000 Online Film Critics Society Awards for Best DVD, Best DVD Commentary, and Best DVD Special Features. Entertainment Weekly ranked the film's two-disc edition in first place on its 2001 list of "The 50 Essential DVDs", giving top ratings to the DVD's content and technical picture-and-audio quality. When the two-disc edition went out of print, the studio re-released it in 2004 because of fans' requests. The film sold more than 6 million copies on DVD and video within the first ten years, making it one of the largest-selling home media items in the studio's history, in addition to grossing over \$55 million in video and DVD rentals. With a weak box office performance in the United States and Canada, a better performance in other territories, and the highly successful DVD release, Fight Club generated a US\$10 million profit for the studio. The Laserdisc edition was only released in Japan on May 26, 2000 and features a different cover art, as well as one of the very few Dolby Digital Surround EX soundtracks released on LD. The VHS edition was released on October 31, 2000, as a part of 20th Century Fox's "Premiere Series" line. It includes a featurette after the film, "Behind the Brawl". Fight Club was released in the Blu-ray Disc format in the United States on November 17, 2009. Five graffiti artists were commissioned to create 30 pieces of art for the packaging, encompassing urban aesthetics found on the East Coast and West Coast of the United States as well as influences from European street art. The Blu-ray edition opens with a menu screen for the romantic comedy Never Been Kissed starring Drew Barrymore before leading into the Fight Club menu screen. Fincher got permission from Barrymore to include the fake menu screen. An online release in China from Tencent censored the bomb blasts at the end and replaced the ending with a message that Project Mayhem was thwarted, with Tyler Durden being arrested by law enforcement and placed in an insane asylum until 2012, adapting the ending of the original Fight Club novel. Weeks later, Tencent released a version of the film restoring 11 of the 12 minutes that had previously been cut. The novel's author Chuck Palahniuk believed the censored version partially restored the book's ending. ## Critical reception When Fight Club premiered at the 56th Venice International Film Festival, the film was fiercely debated by critics. A newspaper reported, "Many loved and hated it in equal measures." Some critics expressed concern that the film would incite copycat behavior, such as that seen after A Clockwork Orange debuted in Britain nearly three decades previously. Upon the film's theatrical release, The Times reported the reaction: "It touched a nerve in the male psyche that was debated in newspapers across the world." Although the film's makers called Fight Club "an accurate portrayal of men in the 1990s," some critics called it "irresponsible and appalling." Writing for The Australian, Christopher Goodwin stated: "Fight Club is shaping up to be the most contentious mainstream Hollywood meditation on violence since Stanley Kubrick's A Clockwork Orange." Janet Maslin, reviewing for The New York Times, praised Fincher's direction and editing of the film. She wrote that Fight Club carried a message of "contemporary manhood", and that, if not watched closely, the film could be misconstrued as an endorsement of violence and nihilism. Roger Ebert, reviewing for the Chicago Sun-Times, gave Fight Club two stars out of four, calling it "visceral and hard-edged", but also "a thrill ride masquerading as philosophy", whose promising first act is followed by a second that panders to macho sensibilities and a third he dismissed as "trickery". Ebert later acknowledged that the film was "beloved by most, not by me". He was later requested to have a shot-by-shot analysis of Fight Club at the Conference on World Affairs; he stated that "[s]eeing it over the course of a week, I admired its skill even more, and its thought even less." Jay Carr of The Boston Globe opined that the film began with an "invigoratingly nervy and imaginative buzz", but that it eventually became "explosively silly". Newsweek's David Ansen described Fight Club as "an outrageous mixture of brilliant technique, puerile philosophizing, trenchant satire and sensory overload" and thought that the ending was too pretentious. Richard Schickel of Time described the mise en scène as dark and damp: "It enforces the contrast between the sterilities of his characters' aboveground life and their underground one. Water, even when it's polluted, is the source of life; blood, even when it's carelessly spilled, is the symbol of life being fully lived. To put his point simply: it's better to be wet than dry." Schickel applauded the performances of Pitt and Norton, but criticized the "conventionally gimmicky" unfolding and the failure to make Bonham Carter's character interesting. In Alexander Walker's highly critical review for the London Evening Standard with the headline "A Nazi piece of work", he claimed that the story was "a paradigm of the Hitler state". Two quotes from his review ("It is an inadmissable assault on personal decency. And on society itself." and "It echoes propaganda that gave licence to the brutal activities of the SA and the SS. It resurrects the Fuhrer principle.") were among several negative critical opinions included in the booklet accompanying the 2000 DVD release. Cineaste's Gary Crowdus reviewed the critical reception in retrospect: "Many critics praised Fight Club, hailing it as one of the most exciting, original, and thought-provoking films of the year." He wrote of the negative opinion, "While Fight Club had numerous critical champions, the film's critical attackers were far more vocal, a negative chorus which became hysterical about what they felt to be the excessively graphic scenes of fisticuffs ... They felt such scenes served only as a mindless glamorization of brutality, a morally irresponsible portrayal, which they feared might encourage impressionable young male viewers to set up their own real-life fight clubs in order to beat each other senseless." Fight Club was nominated for the 2000 Academy Award for Best Sound Editing, but it lost to The Matrix. Bonham Carter won the 2000 Empire Award for Best British Actress. The Online Film Critics Society also nominated Fight Club for Best Film, Best Director, Best Actor (Norton), Best Editing, and Best Adapted Screenplay (Uhls). Though the film won none of the awards, the organization listed Fight Club as one of the top ten films of 1999. The soundtrack was nominated for a BRIT Award, losing to Notting Hill. On Rotten Tomatoes, Fight Club holds an approval rating of 79% based on 181 reviews, with an average rating of 7.4/10. The site's consensus reads, "Solid acting, amazing direction, and elaborate production design make Fight Club a wild ride." On Metacritic, the film has a weighted average score of 66 out of 100 based on 35 critics, indicating "generally favorable reviews". Audiences polled by CinemaScore gave the film an average grade of "B–" on an A+ to F scale. ## Cultural impact Fight Club was one of the most controversial and talked-about films of the 1990s. The film was perceived as the forerunner of a new mood in American political life. Like other 1999 films Magnolia, Being John Malkovich, and Three Kings, Fight Club was recognized as an innovator in cinematic form and style, since it exploited new developments in filmmaking technology. After Fight Club's theatrical release, it became more popular via word of mouth, and the positive reception of the DVD established it as a cult film that David Ansen of Newsweek conjectured would enjoy "perennial" fame. The film's success also heightened Palahniuk's profile to global renown. Following Fight Club's release, several fight clubs were reported to have started in the United States. A "Gentleman's Fight Club" was started in Menlo Park, California, in 2000 and had members mostly from the tech industry. Teens and preteens in Texas, New Jersey, Washington state, and Alaska also initiated fight clubs and posted videos of their fights online, leading authorities to break up the clubs. In 2006, an unwilling participant from a local high school was injured at a fight club in Arlington, Texas, and the DVD sales of the fight led to the arrest of six teenagers. An unsanctioned fight club was also started at Princeton University, where matches were held on campus. The film was suspected of influencing Luke Helder, a college student who planted pipe bombs in mailboxes in 2002. Helder's goal was to create a smiley pattern on the map of the United States, similar to the scene in Fight Club in which a building is vandalized to have a smiley on its exterior. On July 16, 2009, a 17-year-old who had formed his own fight club in Manhattan was charged with detonating a homemade bomb outside a Starbucks Coffee shop in the Upper East Side. The New York City Police Department reported the suspect was trying to emulate "Project Mayhem". Fight Club had a significant impact on evangelical Christianity, in the areas of Christian discipleship and masculinity. A number of churches called their cell groups "fight clubs" with a stated purpose of meeting regularly to "beat up the flesh and believe the gospel of grace". Some churches, especially Mars Hill Church in Seattle, whose pastor Mark Driscoll was obsessed with the film, picked up the film's emphasis on masculinity, and rejection of self-care. Jessica Johnson suggests that Driscoll even called on "his brothers-in-arms to foment a movement not unlike Project Mayhem." A Fight Club video game was released by Vivendi Universal Games in 2004 for the PlayStation 2, Xbox, and for mobile phones. The game was a critical and commercial failure, and was panned by such publications and websites as GameSpot, Game Informer, and IGN. The video game Jet Set Radio, initially released in 2000 for Sega's Dreamcast console, was inspired by the film's anti-establishment themes. In 2003, Fight Club was listed as one of the "50 Best Guy Movies of All Time" by Men's Journal. In 2004 and 2006, Fight Club was voted by Empire readers as the eighth and tenth greatest film of all time, respectively. Total Film ranked Fight Club as "The Greatest Film of our Lifetime" in 2007 during the magazine's tenth anniversary. In 2007, Premiere selected Tyler Durden's line, "The first rule of fight club is you do not talk about fight club," as the 27th greatest movie line of all time. In 2008, readers of Empire ranked Tyler Durden eighth on a list of the 100 Greatest Movie Characters. Empire also identified Fight Club as the 10th greatest movie of all time in its 2008 issue The 500 Greatest Movies of All Time. In 2010, two viral mash-up videos featuring Fight Club were released. Ferris Club was a mash-up of Fight Club and the 1986 film Ferris Bueller's Day Off. It portrayed Ferris as Tyler Durden and Cameron as the narrator, "claiming to see the real psychological truth behind the John Hughes classic". The second video Jane Austen's Fight Club also gained popularity online as a mash-up of Fight Club's fighting rules and the characters created by 19th-century novelist Jane Austen. ## See also - List of American films of 1999
13,900,833
Guy Bradley
1,112,004,124
American game warden and deputy sheriff (1870–1905)
[ "1870 births", "1905 deaths", "American deputy sheriffs", "American police officers killed in the line of duty", "Bird conservation", "Deaths by firearm in Florida", "Environmental killings", "Everglades", "People from Chicago", "People from Fort Lauderdale, Florida", "People from Monroe County, Florida" ]
Guy Morrell Bradley (April 25, 1870 – July 8, 1905) was an American game warden and deputy sheriff for Monroe County, Florida. Born in Chicago, Illinois, he relocated to Florida with his family when he was young. As a boy, he often served as guide to visiting fishermen and plume hunters, although he later denounced poaching after legislation was passed to protect the dwindling number of birds. In 1902, Bradley was hired by the American Ornithologists' Union, at the request of the Florida Audubon Society, to become one of the country's first game wardens. Tasked with protecting the area's wading birds from hunters, he patrolled the area stretching from Florida's west coast, through the Everglades, to Key West, single-handedly enforcing the ban on bird hunting. Bradley was shot and killed in the line of duty, after confronting a man and his two sons who were hunting egrets in the Everglades. His much-publicized death at the age of 35 galvanized conservationists and served as inspiration for future legislation to protect Florida's bird populations. Several national awards and places have been named in his honor. ## Early life Guy Bradley was born in Chicago, Illinois, in 1870. His family had strong ties to the city; his father, Edwin Ruthven Bradley, was born there in 1840, and two members of the family held high positions in Chicago's law enforcement. Six years after Guy's birth, the family relocated to Florida. After making their home in smaller towns, the family eventually settled in Fort Lauderdale, where Edwin became keeper of the Fort Lauderdale House of Refuge. Shortly after the death of Bradley's sister Flora from an unknown illness—which also affected Guy, leaving him ill for several years—the family moved to the vicinity of Lake Worth. Edwin became a postman, earning an annual wage of six hundred dollars. He, with the help of his oldest son, later received national attention for being one of several barefoot mailmen, who operated until a road was constructed in 1892. The family then relocated to Miami, where Edwin served as superintendent of the Dade County school district. In 1885, fifteen-year-old Guy and his older brother Louis served as scouts for noted French plume hunter Jean Chevalier on his trip to the Everglades. Accompanied by their friend Charlie W. Pierce, the men set sail on Pierce's craft, the Bonton, ending their journey in Key West. At the time, plume feathers—selling for more than \$20 an ounce (\$ in 2011)—were reportedly more valuable than gold. On their expedition, which lasted several weeks, the young men and Chevalier's party killed 1,397 individual birds of thirty-six different species. ## Hunt for plumes At the turn of the 20th century, vast numbers of birds were being killed in order to provide feathers to decorate women's hats. The fashion craze, which began in the 1870s, became so prominent that by 1886 birds were being killed for the millinery trade at a rate of five million a year; many species faced extinction as a result. In Florida, plume birds were first driven away from the most populated areas in the northern part of the state, and forced to nest further south. Rookeries concentrated in and around the Everglades area, which had abundant food and seasonal dry periods, ideal for nesting birds. By the late 1880s, there were no longer any large numbers of plume birds within reach of Florida's most settled cities. The most popular plumes came from various species of wading birds, known as "little snowies" for their snowy-white feathers; even more prized were the "nuptial plumes", grown during mating season and displayed by birds during courtship. Poachers often stole into the densely populated rookeries, where they would shoot and then pluck the roosting birds clean, leaving their carcasses to rot. Unprotected eggs became easy prey for predators, as were newly hatched birds, who also starved or died from exposure. One ex-poacher would later write of the practice, "The heads and necks of the young birds were hanging out of the nests by the hundreds. I am done with bird hunting forever!" In the mid-1890s, Edwin became head of the Florida Coast Line Canal and Transportation Company and then the Model Land Company, both of which sold land for the railroads. In 1900, after twenty years living in Lake Worth, the family moved to Flamingo in Monroe County, near the Everglades. Edwin had heard that railroad tycoon Henry Flagler planned to build his railroad through the area, and that the then primitive city of Flamingo would flourish as a result; Flagler later changed his mind, deciding to build to Key West instead. Guy and his brother, who continued working as guides and hunters, each received a quarter of a mile of land on Florida Bay as part of their father's deal with the Model Land Company. While working variously as a postman, farmer and boatman during his 20s, Guy continued to augment his income with an occasional plume hunt. In 1899, he married the young widow Sophronia ("Fronie") Vickers Kirvin from Key West. Their first child, Morrell, was born a year later. ## Game warden When the Florida legislature passed the American Ornithologists' Union (AOU) model law to outlaw the killing of plume birds, this created a need for qualified and competent wardens to enforce it. Kirk Munroe, a friend of the Bradley family and a founding vice president of the Florida Audubon Society, recommended Guy for the position. Seen as different from the other "wild" young men in Flamingo, Bradley was described as "pleasant, quiet... fair, with blue eyes, always whistling and a pretty good violinist... [a] social asset to the isolated, frontier community, clean-cut, reliable, courageous, energetic and conscientious". Bradley was at this time a reformed plume hunter, who had given up the profession after the passage of the Lacey Act of 1900. In a letter to William Dutcher, president of the Florida Audubon Society, Bradley wrote "I used to hunt plume birds, but since the game laws were passed, I have not killed a plume bird. For it is a cruel and hard calling not withstanding being unlawful. I make this statement upon honor." Soon after being accepted for the position, Bradley traveled to Key West to secure his appointment as both game warden and deputy sheriff, which gave him the authority to arrest those hunting illegally. As one of the first game wardens, Bradley was responsible for reporting suspected poachers and the businesses with which they worked. He was paid a monthly stipend of \$35 (\$ in 2010) to single-handedly patrol the enormous area stretching from the Ten Thousand Islands on Florida's west coast, through the Everglades, to Key West, which served as nesting areas for popular plume birds such as egrets, herons, spoonbills and ibis. Bradley took his job seriously; he educated locals about the newly implemented laws which made plume hunting a punishable offense, spoke to hunters directly, and posted warning signs throughout his territory. He also set up a network of spies who watched for suspicious behavior, and employed his brother Louis and others close to him to work as assistant wardens during the height of the plume season. ## Difficulties In 1903, President Theodore Roosevelt created the first wildlife refuge in the United States, Pelican Island. Its first warden, Paul Kroegel, joined forces with Bradley to enforce the illegality of bird-hunting in Florida. By 1904, the various Audubon organizations had 34 wardens employed in ten states. Conservationist publications were optimistic that Bradley and other wardens would be successful in their enforcement; in AOU's January 1904 issue of The Auk, an editor wrote: "The natives are beginning to realize that the birds are to be protected and that the wardens are fearless men who are not to be trifled with. The Bradleys have the reputation of being the best rifle shots in that vicinity and they would not hesitate to shoot when necessary." After accepting the position as game warden, however, Bradley became a vilified figure in southern Florida; working alone, with no reinforcements, he had been shot at more than once. In 1904, Bradley alerted visiting ornithologist and author Frank Chapman that one of the more isolated rookeries, called Cuthbert, had been "shot out" despite previously having been found to be in good condition. He reportedly said, "You could've walked right around the Rookery on those bird's bodies—between four and five hundred of them." Bradley took the slaughter to mean that he was being watched by local hunters, who only could have discovered the rookery by tracking his movements. Chapman later wrote, "Under his guardianship the 'white birds' had increased in numbers, which, with aigrettes selling at \$32 an ounce, made the venture worth the risk (for there was a risk; as the man who attempted to 'shoot out' a rookery while Bradley was on guard would probably have lost his own 'plume'); the warden watched and in his absence his charges were slaughtered." ## Death On July 8, 1905, Bradley heard gunshots close to his waterfront home in Flamingo. He set sail in his small skiff, and encountered a father and his two sons by the name of Smith, who were shooting up a rookery. The families had known each other for years, but Civil War veteran Walter Smith had a reputation for being troublesome, and Bradley had previously had altercations with him. He had arrested Smith on one occasion and Smith's oldest son, Tom, twice for poaching. Smith threatened to retaliate against Bradley if he tried again, reportedly telling the warden, "You ever arrest one of my boys again, I'll kill you." According to Walter Smith's account, Bradley encountered the three men as they were loading dead plume birds onto their boat. An argument ensued, and as the warden attempted to arrest one of the young men, Smith opened fire with his hunting rifle, fatally wounding Bradley. His body was found the next day by his brother's search party, after drifting 10 miles (16 km) from the scene of the crime. He had bled to death. ## Aftermath Smith set sail to Key West and turned himself in to the authorities the next day. Despite evidence found by the prosecution—paid for by the Florida Audubon Society—that Bradley had not fired his weapon, Smith claimed self-defense. He maintained that the warden had fired first, but missed, hitting Smith's boat. Those who knew Bradley, however, insisted that he had been an excellent shot, and would not have missed his target had he, in fact, shot first. Smith later was found not guilty of murder, when the jury decided there was insufficient evidence to convict; he served only five months in jail, unable to pay \$5,000 for bail. While he was incarcerated, Bradley's two brothers-in-law burned down Smith's Flamingo home. Bradley's death and Smith's acquittal made national headlines; detailed stories ran in The New York Times, the New York Herald, the Philadelphia North American, and Forest and Stream. The warden's wife and two young children were given a home in Key West, paid for by donations secured by the Florida Audubon Society. The Society, however, made no effort to replace Bradley, and his job as warden went unfilled. Bradley's obituary, written by William Dutcher and published in August 1905's edition of Bird Lore, characterized him as "fearless and brave." Dutcher eulogized Bradley by saying, "A faithful and devoted warden, who was a young and sturdy man, cut off in a moment, for what? That a few more plume birds might be secured to adorn heartless women's bonnets. Heretofore the price has been the life of the birds, now is added human blood. Every great movement must have its martyrs, and Guy M. Bradley is the first martyr in bird protection." With no one to replace Bradley, lawlessness continued in the Everglades and rookeries were devastated for several more years. Frank Chapman remarked that "There is no community sufficiently law-abiding to leave a bank vault unmolested if it were left unprotected. We have given up. We can't protect it, and the rookery will have to go." In November 1908, game warden and deputy sheriff of DeSoto County, Columbus G. McLeod, went missing near Charlotte Harbor. A month later, his boat was found weighted down and sunk; inside, police found the warden's bloodstained hat, long gashes cut into the crown with what appeared to be an axe. It was suspected that he was killed by poachers. His body was never found and the perpetrators were not caught, despite the offer of a \$100.00 reward by Florida's Governor Albert W. Gilchrist. Later that year, an employee of the South Carolina Audubon Society, Pressly Reeves, was shot and killed during an ambush by unknown assailants. ## Legacy These three deaths within as many years helped end the commercial trade of feathers from Florida. In 1910, the New York legislature passed the Audubon Plumage Act, outlawing the plume trade; other states followed, and Congress soon banned the import of hats decorated with bird feathers. In time, the fashion craze for bird feathers faded. As the demand for plumage dwindled, thousands of birds returned to the Everglades rookeries; adventure writer Zane Grey wrote after visiting a creek near Cape Sable: > Though we saw birds everywhere, in the air and on the foliage, we were not in the least prepared for what a bend in the stream disclosed. Banks of foliage as white with curlew as if with heavy snow! With tremendous flapping of wings that merged into a roar, thousands of curlew took wing, out over the water. ...It was a most wonderful experience. Bradley was buried on a shell ridge at Cape Sable, overlooking Florida Bay. A nearby monument was erected by the Florida Audubon Society, reading: "Guy M. Bradley, 1870–1905, Faithful Unto Death, As Game Warden of Monroe County He Gave his Life for the Cause to Which He Was Pledged". The grave and monument, however, were later washed away in 1960's Hurricane Donna. The original gravestone was recovered, and is now on display at the Flamingo Visitor Center. A nearby plaque was also dedicated to Bradley's memory, and reads: "Audubon warden was shot and killed off this shore by outlaw feather hunters, July 8, 1905. His martyrdom created nationwide indignation, strengthened bird protection laws and helped bring Everglades National Park into being." The story of Bradley's defense of the Everglades' birds, and the manner of his death, has been depicted in both literature and film. Author Marjory Stoneman Douglas, who would later become famous for publicizing the need for conserving and restoring the Everglades, based the hero of her 1930 short story "Plumes" on Bradley. The 1958 film Wind Across the Everglades, starring Christopher Plummer and Burl Ives, was loosely based upon Bradley's life and death. Author Harvey Eugene Oyer III featured Guy Bradley and Charlie W. Pierce in "The Adventures of Charlie Pierce: The Last Egret". Middle Rover Press, 2010. In 1988, the National Fish and Wildlife Foundation established the Guy Bradley Award to recognize achievements in wildlife law enforcement. The award is presented annually to two recipients, one state and one federal officer. Another honor, the Guy Bradley Lifetime Conservation Award, was established in 1997 by the Audubon Society Everglades Ecosystem Restoration Campaign to those who promote conservation and offer workable conservation solutions. A trail in the Everglades, leading from the Flamingo Visitor Center to the Flamingo Campground, was also named in Bradley's honor.
10,446,380
Chrisye
1,166,748,887
Indonesian singer and songwriter (1949–2007)
[ "1949 births", "2007 deaths", "20th-century Indonesian male singers", "20th-century bass guitarists", "Anugerah Musik Indonesia winners", "Betawi people", "Christian University of Indonesia alumni", "Converts to Islam from Christianity", "Deaths from cancer in Indonesia", "Deaths from lung cancer", "Indonesian Muslims", "Indonesian bass guitarists", "Indonesian former Christians", "Indonesian people of Chinese descent", "Indonesian pop singers", "Indonesian rock singers", "Male bass guitarists", "Musicians from Jakarta", "Progressive rock musicians", "Singers from Jakarta", "Sundanese people" ]
Hajji Chrismansyah Rahadi (; 16 September 1949 – 30 March 2007), born Christian Rahadi (), better known by his stage name Chrisye (), was an Indonesian progressive pop singer and songwriter. In 2011, Rolling Stone Indonesia declared him the third-greatest Indonesian musician of all time. Born in Jakarta of mixed Chinese-Indonesian descent, Chrisye became interested in music at an early age. At high school he played bass guitar in a band he formed with his brother, Joris. In the late 1960s he joined Sabda Nada (later Gipsy), a band led by his neighbours, the Nasutions. In 1973, after a short hiatus, he rejoined the band to play in New York for a year. He briefly returned to Indonesia and then went back to New York with another band, the Pro's. After once again returning to Indonesia, he collaborated with Gipsy and Guruh Sukarnoputra to record the 1976 indie album Guruh Gipsy. Following the success of Guruh Gipsy, in 1977 Chrisye recorded two of his most critically acclaimed works: "Lilin-Lilin Kecil" by James F. Sundah, which eventually became his signature song, and the soundtrack album Badai Pasti Berlalu. Their success landed him a recording contract with Musica Studios, with whom he released his first solo album, Sabda Alam, in 1978. Over his almost 25-year career with Musica he recorded a further eighteen albums, and in 1980 acted in a film, Seindah Rembulan. Chrisye died in his Jakarta home on 30 March 2007 after a long battle with lung cancer. Known for his stiff stage persona and smooth vocals, Chrisye was critically acclaimed in Indonesia. Five albums to which he contributed were included in Rolling Stone Indonesia's list of the 150 Best Indonesian Albums of All Time; another four of his songs (and a fifth to which he contributed) were classified as some of the best Indonesian songs of all time in a later issue of the same magazine. Several of his albums received certification of silver or gold. He received two lifetime achievement awards, one in 1993 from the BASF Awards and another posthumously in 2007 from Indonesian television station SCTV. ## Early life Chrisye was born Christian Rahardi (Lauw Peng Liang) in Jakarta on 16 September 1949 to Laurens Rahadi (Lauw Tek Kang, 1918–2005), a Chinese-Betawi entrepreneur, and Hanna Rahadi (Khoe Hian Eng, 1923–2003), a Chinese-Sundanese housewife from Bogor. He was the second of three sons born to the couple; his brothers were Joris and Vicky. The family lived on Talang Street near Menteng, Central Jakarta, until 1954, when they moved to Pegangsaan Street (also in Menteng). While attending GIKI Elementary School, Chrisye befriended the neighbouring Nasution family; he became especially close to Bamid Gauri, with whom he played badminton and flew kites. He also began listening to his father's record collection, singing along to songs by Bing Crosby, Frank Sinatra, Nat King Cole, and Dean Martin. After graduating from elementary school, Chrisye attended Diponegoro Christian Middle School III. Beatlemania reached Indonesia while Chrisye was in Senior High School PSKD Menteng, and increased his interest in music. Responding to Chrisye's desire to play an instrument, his father bought him a guitar; Chrisye chose the bass guitar, as he considered it the easiest to master. As they could not read music, Chrisye and Joris learned to play by accompanying their father's records and songs recorded from the radio. In time they began playing at school events, with vocals by Chrisye. During this period he began smoking in school; when caught, he was punished by being forced to smoke eight cigarettes at once, in front of the assembled pupils. However, this failed to cure his habit and he eventually became a chain smoker. ## Career ### Band member and early projects (1968–1977) In the mid-1960s, the Nasution siblings formed a band; Chrisye and Joris watched them play songs by Uriah Heep and Blood, Sweat & Tears. In 1968 Chrisye registered at the Christian University of Indonesia (UKI) to fulfill his father's wish that he become an engineer. Around 1969, however, Gauri invited him to join the Nasutions' band, Sabda Nada, as a replacement for their bassist Eddi Odek who was ill. Pleased with his performance, the Nasutions asked him to stay as a permanent member. The group had a regular gig at Mini Disko on Juanda Street and freelanced at birthday and wedding parties. When Chrisye had a chance to sing while performing covers, he attempted to sound as much like the original artist as he could. The group was renamed Gipsy in 1969, which they considered more macho and Western-sounding. The schedule for the band, which had no manager, became increasingly busy, since they had begun giving regular performances at Ismail Marzuki Park. As a result, Chrisye decided to drop out of UKI; in 1970 he transferred to Trisakti Tourism Academy, where he considered the study schedule to be more flexible. In 1972 Pontjo Nasution offered Chrisye the opportunity to play in New York. Although ecstatic, Chrisye was afraid of telling his father, who he thought would disapprove of the idea. He eventually fell ill for several months, during which time the rest of the band left for New York. After Chrisye discussed his fears with Joris and his mother, his father agreed that he could drop out of college to join Gipsy. After his health improved, in mid-1973, he left with Pontjo to meet Gipsy in New York. That same year he dropped out of Trisakti. While in New York, Gipsy performed at the Ramayana Restaurant, which was owned by the Indonesian gas company Pertamina. The band, housed in an apartment on Fifth Avenue, performed in New York for almost a year, providing Indonesian-themed music and covering songs by Procol Harum, King Crimson, Emerson, Lake & Palmer, Genesis and Blood, Sweat & Tears. Although Chrisye became upset that he could not fully express himself through covers, he continued to work. Upon returning to Indonesia at the end of 1973 Gauri and his brother Keenan introduced Chrisye to former president Sukarno's son, the songwriter Guruh Sukarnoputra. As the Nasutions worked with Guruh to prepare for their next project, Chrisye began to write his own songs; in doing so he noted that he had difficulty with lyrics that included hard consonants, and worked to avoid them. The following year, he went back to New York with another band, The Pro's. In mid-1975, with several weeks left on his contract, Chrisye's parents called from Jakarta to tell him that his brother Vicky had died of a stomach infection. Unable to return home immediately, Chrisye became distracted by thoughts of his family and began to find playing difficult. As the band returned to Indonesia, Chrisye "cried for the duration of the flight" and sank into a depression. Chrisye stopped playing altogether until the Nasutions invited him to rejoin Gipsy for their new project with Guruh, who offered Chrisye several songs in which he would be lead singer, with lyrics written especially for him. Overcoming his depression, he joined the group as they practised at Guruh's house in Kebayoran Baru, South Jakarta. The band often rehearsed late into the night; the indie project mixed Western rock and Balinese gamelan and was produced collaboratively. Recording took place in mid-1975, with only four songs completed in the first several months. It was released to critical acclaim in 1976, with a production of 5000 copies. The success of Guruh Gipsy convinced Chrisye that he could sing as a soloist. In late 1976 Chrisye was approached by songwriter Jockie Soerjoprajogo and Imran Amir, head of Prambors Radio, who asked him to provide the vocals for the Prambors Radio Teenage Songwriting Competition; Chrisye refused, as he did not want to sing an Indonesian pop song. Several days later Sys NS, an employee of Prambors, approached Chrisye while he was meeting with Guruh and Eros Djarot. Sys emphasised that Prambors needed Chrisye for "Lilin-Lilin Kecil" ("Little Candles"), composed by James F. Sundah. After hearing the lyrics, Chrisye agreed. The song was recorded in Irama Mas Studio in Pluit, North Jakarta, and included on an album with the other contest winners. Originally the ninth track, "Lilin-Lilin Kecil" was placed in the lead position to increase the album's marketability after the original format sold poorly. The song then took off, receiving much airplay; the album was the best-selling of the year. After the success of "Lilin-Lilin Kecil", in mid-1977 Pramaqua Records approached Chrisye and offered him a contract for an album, Jurang Pemisah (Dividing Canyon). Working with Jockie, Ian Antono, and Teddy Sujaya, Chrisye recorded seven songs for the album; Jockie did two more. Although he was pleased with the results and had high hopes for the album, Pramaqua decided it was not commercially viable and refused to promote it until Chrisye's subsequent album Badai Pasti Berlalu took off. After his unsuccessful attempt to buy up all the stock, the album was released, but because the general public considered it a sequel to Badai Pasti Berlalu, the sales were poor. Although the cassettes reached radio stations throughout the country, Chrisye later described the album as selling "as warmly as chicken shit". That same year, Chrisye and several artists including Djarot and Jockie recorded the soundtrack for the film Badai Pasti Berlalu over two months. After the soundtrack won a Citra Award at the 1978 Indonesian Film Festival, Irama Mas studios approached the group to do a soundtrack album for a flat fee. With Chrisye and Berlian Hutauruk on vocals, the soundtrack was rerecorded in album form in Pluit over 21 days. It was released under the same name as the film, with a picture of actress Christine Hakim on the cover. The album included Chrisye's first songwriting credit, "Merepih Alam" ("Fragile Nature"), but sales were stagnant for the first week until radio stations began to play the singles. ### Early solo and film career (1978–1982) Chrisye's tenor voice and performance on Badai Pasti Berlalu led Amin Widjaja of Musica Studios to ask him to sign with Musica; Widjaja had been scouting him since the release of Guruh Gipsy. Chrisye agreed on condition that he be allowed creative freedom, to which Widjaja reluctantly agreed. In May 1978 Chrisye began work on his first album with Musica, Sabda Alam (Nature's Order), incorporating several songs by other artists and some written by himself, including the title song. He recorded it after locking himself in the studio with the sound engineer and arranger; despite Amin's wanting to monitor their progress, Chrisye refused to allow him access. The album, greatly influenced by Badai Pasti Berlalu and drawing on the double tracking technique pioneered by the Beatles (in which the vocals are recorded twice to achieve fuller sound), was released in August that year. Heavily promoted in a campaign during which Chrisye was interviewed on the national television station TVRI and on radio, the album eventually sold 400,000 copies. The following year Chrisye recorded Percik Pesona (Stain of Enchantment) with Jockie. Produced after Amin's death, the album featured songs written by Chrisye's close friend Junaidi Salat, as well as Jockie and Guruh. The album's title was chosen by vote; the titular song was not released as a single. Percik Pesona, released in August 1979, was a critical and commercial failure. After discussing the issue with other artists, Chrisye blamed the album's failure on its similarity to Badai Pasti Berlalu. As a result, following a period of contemplation, he began branching out into different genres. That same year he was on the panel of the Prambors Teenage Songwriting Competition, held on 5 May. After deciding that romantic pop songs influenced by easy listening would suit him best, Chrisye began recording his next album, Puspa Indah (Beautiful Flower). All but one of the songs were composed by Guruh Sukarnoputra; the album also featured the English-language "To My Friends on Legian Beach". Two of the songs, "Galih dan Ratna" ("Galih and Ratna") and "Gita Cinta" ("Love Song"), were used in the 1979 film Gita Cinta dari SMA (Love Song from High School); Chrisye played a minor part in the film's sequel, Puspa Indah Taman Hati (Beautiful Flower in the Heart's Garden), as a singer. Due in part to the popularity of the film, Puspa Indah was well received and sold well; "Galih dan Ratna" and "Gita Cinta", released as singles, were also commercially successful. In 1980 Chrisye appeared in the Indonesian film Seindah Rembulan (As Beautiful as the Moon); at first reluctant to accept the role, he was convinced by Sys NS that it would be fun. He later regretted the decision, considering the film crew unprofessional and often fighting with director Syamsul Fuad. The following year, he released Pantulan Cita (Reflection of Dreams), a collaboration with Jockie. After the album flopped, Chrisye took a long sabbatical. ### Marriage and changing styles (1982–1993) Although popular with groupies, Chrisye had rarely dated. But in early 1981 he began courting Guruh Sukarnoputra's secretary, Gusti Firoza Damayanti Noor (Yanti Noor Chrismansyah). Yanti Noor, of mixed Dayak and Minang ancestry, was a former singer and came from a musically inclined family; she would often discuss music with Chrisye while he waited for Guruh, and he would also see her when visiting her brother Raidy, one of his friends. When she moved to Bali to work at a five-star hotel there for several weeks, Chrisye followed her and told her that he would marry her when she returned to Jakarta; although this was not a formal proposal, Yanti accepted. In 1982 Chrisye converted to Islam, as Islam does not permit interfaith marriages between Muslim women and non-Muslim men, and changed his name to Chrismansyah Rahadi; Chrisye at the time had been growing increasingly discontent and disillusioned with Christianity. On 12 December 1982 he married Yanti in a Padang-style wedding. Driven by his poor financial position and invigorated by Djarot's return from Germany, Chrisye began work on his next album with Djarot and Jockie in early 1983. Aciu Widjaja, the new manager of Musica, speculated that they required a new sound; as such, Chrisye, Djarot, and Jockie mixed art rock with Chrisye's standard romantic pop and drew influences from The Police. The resulting album, Resesi (Recession), was released in January 1983. The album was well received, selling 350,000 copies and being certified silver; the singles "Lenny", "Hening" ("Silent"), and "Malam Pertama" ("Wedding Night") received much airplay. In February 1983, he released another jazzy single titled Kisah Insani in collaboration with Vina Panduwinata. After Resesi, Chrisye collaborated with Djarot and Jockie on the 1983 album Metropolitan. The album, drawing on new wave influences and dealing mainly with issues facing youth, was well received, later going silver; the single "Selamat Jalan Kekasih" ("Goodbye Dear") also became a hit. That year, Chrisye and Yanti had their first daughter, Rizkia Nurannisa. In November 1983, Chrisye released another hit single titled Seni (Art) from the compilation album Cinta Indonesia, in collaboration with Guruh. The following year, Chrisye, Djarot, and Jockie collaborated again on Nona (Miss), which featured social criticism; the album spawned four singles and went on to be certified platinum. Despite Nona's warm sales, after some influence from Aciu, Chrisye decided to look for a new sound and broke off his partnership with Djarot and Jockie in mid-1984. Chrisye approached Addie MS, a young composer, and asked him to help with the next album. Addie, despite feeling that he was not in the same class as Djarot and Jockie, accepted, and suggested using similar melodies as in "Lilin-Lilin Kecil" and Badai Pasti Berlalu. The resulting album, Sendiri (Alone), with songs by Guruh and Junaidi Salat, included harps, oboes, cor anglais, and a string section. Spawning three singles, the album sold well and earned Chrisye his first BASF Award. In late 1984 Chrisye approached another young composer, Adjie Soetama, to help him prepare his next album. Light beats and cheerful melodies were in vogue at the time; therefore the two used a lighter style. Recording for the new album, titled Aku Cinta Dia (I Love Her), began in 1985, with additional songs from Guruh and Dadang S. Manaf. The titular song was chosen after Aciu heard a jam session led by Adjie and immediately decided that it would be the lead single. The album called for more emoting, which Chrisye – known as having a stiff stage persona – struggled to deliver, though Yanti prepared colourful costumes and Alex Hasyim trained him in choreography. Upon its release, Aku Cinta Dia sold hundreds of thousands of copies in the first week and was eventually certified gold. That same year, Chrisye and Adji Soetama released Hip Hip Hura (Hip Hip Hurray!), and another collaboration, Nona Lisa (Miss Lisa), was released in 1986; the later two albums had similar beats and rhythms and sold well, although not as well as Aku Cinta Dia. On 2 March 1986 Chrisye and Yanti had their second daughter, Risty Nurraisa. Despite the success of the trilogy, Chrisye and his family continued to struggle financially; twice they had to sell their family car to raise cash. This led Chrisye to briefly consider quitting the music industry. In 1988 Chrisye recorded Jumpa Pertama (First Meeting), and the following year he released Pergilah Kasih (Go Away Dear). He later recalled that the album, with an arrangement by Younky Suwarno, had a "beautiful touch". The title song, "Pergilah Kasih", was written by Tito Sumarsono and used to make Chrisye's first music video; the video, directed by Jay Subyakto, was the first Indonesian song to be shown on MTV Southeast Asia. On 27 February of the following year, Chrisye and Yanti had twin sons, Randa Pramasha and Rayinda Prashatya. In 1992 Chrisye recorded a cover single of Koes Plus' song "Cintamu T'lah Berlalu" ("Your Love has Passed") with arrangement by Younky; the music video was again broadcast on MTV Southeast Asia and became the first Indonesian music video to be broadcast on the American version of MTV. The following year, Chrisye paired up with Younky again to record Sendiri Lagi (Alone Again), a project which required four months of planning and another four months of recording; the music video for the title song was also circulated on MTV South-East Asia. ### Concerts and collaborations with Erwin Gutawa (1994–2004) Although Sendiri Lagi did fairly well, in the beginning of the 1990s Chrisye began to feel pressure from the increasingly visual-oriented music industry and growing amount of young talent. He again began considering leaving the music industry, feeling as if he had already "reached the finish line". Despite reassurances from Yanti that many singers continue to perform into their sixties, Chrisye observed that increasing numbers of established acts were being pushed aside by newcomers. While in this state of despair, Chrisye was approached by Jay Subyakto and Gauri Nasution, who offered him a solo concert at the Plenary Hall of the Jakarta Convention Centre, which had never before hosted a solo concert by an Indonesian artist. Unconvinced he had sufficient fans to fill the hall, Chrisye initially refused. Gauri tried for several weeks to persuade Chrisye to commit to the concert, and following Chrisye's introduction to Erwin Gutawa, who was scheduled to handle the arrangements, Jay Subyakto succeeded in convincing him that it might be the last chance to revive his career. Lacking the necessary funding, they approached RCTI in search of sponsorship but were refused, and laughingly told that they should try holding a concert at the National Monument. Undeterred, Chrisye, Subaktyo, and Gutawa put together a group of artists and began rehearsals. Around the time of RCTI's fourth anniversary, the television station relented and agreed to fund the concert as part of their celebrations; the thousands of tickets available sold out within a week. The concert, entitled Sendiri to demonstrate that "100% Indonesian" concerts could be successful, was held on 19 August 1994. Chrisye performed a set that included his greatest hits and several duets, among them "Malam Pertama" with Ruth Sahanaya, in front of a full orchestra conducted by Gutawa. Chrisye recalled later that the audience – children and adults – had memorised the lyrics to his songs, classics and recent releases; he said that this gesture made him feel incredibly small. Invigorated by the concert's success, Chrisye went on tour to Surabaya, Surakarta, and Bandung, using a convoy of 24 trucks and buses to transport the necessary equipment; those concerts also sold out. Following the success of his Sendiri tour, Chrisye began to explore the possibility of producing an album of his early hits, remastered by Gutawa. On the condition that they use an Australian orchestra to provide backing music, Gutawa agreed to an acoustic-flavoured album. Aciu also agreed, despite the expected cost of Rp 600 million (US\$70,000). After basic recording in Jakarta, Chrisye, Gutawa, and sound engineer Dany Lisapali spent two weeks in Studios 301 in Sydney finishing off the album. The Philip Hartl Chamber Orchestra provided the music; the mixing and mastering was also completed in Sydney. AkustiChrisye was released in 1996 and sold well. After AkustiChrisye, Gutawa suggested that Chrisye try a new style, with more serious songs. The two soon began collaborating on Kala Cinta Menggoda, again using an Australian orchestra. Chrisye, however, found himself unable to record one of the songs, "Ketika Tangan dan Kaki Berkata" ("When Hands and Feet Speak"), written by poet Taufiq Ismail and based on verse 65 of the Qu'ranic sura Ya Sin; he would break into tears after singing only a couple of verses. Eventually, the day before he was to leave for Australia, he completed the song with Yanti's support. On 11 October Chrisye performed "Indonesia Perkasa" ("Powerful Indonesia") at the opening ceremony of the 1997 Southeast Asian Games; the song was written for the event. The following month he released Kala Cinta Menggoda. The music video for the titular song, directed by Dimas Djayadiningrat, won the MTV Video Music Award for South-East Asia on 10 September 1998; Chrisye went to Los Angeles to accept the award at the Universal Amphitheatre. Chrisye began work on a rearrangement of Badai Pasti Berlalu in 1999 at the request of Musica Studios – although he felt that the original album was fine – and once again teamed up with Gutawa. The new album, which retained the title Badai Pasti Berlalu, cost Rp.800 million (US\$95,000) to produce and promote, in part owing to the cost of employing an Australian orchestra, the Victorian Philharmonic Orchestra. After its release, the album sold well, breaking even within three months and selling 350,000 copies. The album led to Chrisye's second sold-out solo concert at the Plenary Hall of Jakarta Convention Centre, known as the Badai concert, and he received numerous offers to perform at venues throughout the country. He later told Kompas that he felt as if he had reached a dead end, having tried all genres available. He continued performing, singing "Indonesia Perkasa" at the opening ceremony of the 15th National Games on 19 June 2000 in Sidoarjo, East Java. In 2001 Chrisye released the studio album Konser Tur 2001 (Concert Tour 2001), which included two new songs and several old ones. The music video for one of the new songs, "Setia" ("Loyal"), was controversial owing to its portrayal of a woman in tight clothing. Soon afterwards, Chrisye decided to cover some of what he considered the most important Indonesian songs since the country's independence in 1945, ranging from songs from the 1940s like Ismail Marzuki's "Kr. Pasar Gambir & Stambul Anak Jampang" ("Kroncong of Gambir Market and Stambul of the Cowlicked Child"), to the late 1990s such as Ahmad Dhani's "Kangen" ("Longing"). It also featured a song written exclusively for the album by Pongky of Jikustik and two duets with Sophia Latjuba. The album, Dekade (Decade), was released in 2002; by October 2003 it had sold 350,000 copies. On 15 December 2002 Chrisye participated in the Bali for the World – Voices of Stars concert at Kartika Beach Plaza to raise funds for the victims of the bombings on 12 October; other acts involved included Melly Goeslaw, Gigi, Slank, and Superman is Dead. On 12 July 2004 Chrisye held a third concert, Dekade, at Plenary Hall. The concert, with a set that contained numerous classics included in Dekade, featured duets with Sophia Latjuba and several of the original performers, such as Fariz RM with "Sakura" and A. Rafiq with "Pengalaman Pertama" ("First Experience"); Gutawa's orchestra again provided the music. Chrisye then began work on his last studio album, Senyawa (One Soul). In collaboration with other Indonesian artists including Project Pop, Ungu, and Peterpan, he also produced the album, replacing Gutawa. The song "Bur-Kat" ("Say It Quickly"), with Project Pop, marked his first attempt at rap. Released in November 2004, the album was well received by the market, but Sony Music Entertainment Indonesia complained that the names of their artists were featured on the cover. As a result, the album was withdrawn, and re-released without the offending names. ## Illness and death In July 2005 Chrisye was admitted to Pondok Indah Hospital, complaining of breathing difficulties. After 13 days of treatment he was moved to the Mount Elizabeth Hospital in Singapore, where he was diagnosed with lung cancer. Although concerned about losing his hair, which he considered part of his image, he underwent the first of six rounds of chemotherapy on 2 August 2005. Chrisye's health improved in 2006 and in May and November he undertook long interview sessions with his biographer Alberthiene Endah. He also released two compilation albums, Chrisye by Request and Chrisye Duets; however, he reportedly did not feel well enough to release new songs. By February 2007 his health was again in decline. Chrisye died on 30 March 2007 in his home in Cipete, South Jakarta, at the age of 57. He was buried in Jeruk Purut Public Cemetery, South Jakarta. His funeral was attended by hundreds, including Indonesian celebrities such as his collaborator Erwin Gutawa and singers Titiek Puspa, Ahmad Albar, Sophia Latjuba, and Ikang Fawzi. One hundred days after Chrisye's death Musica released two compilation albums. Entitled Chrisye in Memoriam – Greatest Hits and Chrisye in Memoriam – Everlasting Hits, they contained fourteen hits from albums ranging from Sabda Alam to Senyawa. On 1 August 2008 Chrisye's last single "Lirih" ("Gentle Voice"), written by Aryono Huboyo Djati, was released. The song's existence had been kept secret, and the recording date is unknown; Djati has said that it was recorded "for fun". A music video directed by Vicky Sianipar and featuring Ariel of Peterpan, Giring of Nidji, and Chrisye's widow was released later. ## Style According to Jockie, one of the main reasons that Chrisye was chosen to record "Lilin-Lilin Kecil" was that he had a unique voice with a soft timbre, which went well with the keyboards used; Jockie, however, felt that Chrisye's voice lost its dynamics when mixed with mellow music, which led him to give their collaboration Jurang Pemisah more of a rock feel. Gutawa compared Chrisye's voice to a blank sheet of paper, able to be applied to anything. Sys NS wrote in 2007 that he had been looking for "someone with the voice of an angel" to sing "Lilin-Lilin Kecil", and in his opinion Chrisye fitted the role perfectly. A writer for the Indonesian magazine Gatra described Chrisye's on-stage persona as "stiff", with very little movement. Alex Hasyim, who did the choreography for Aku Cinta Dia and Hip Hip Hura, recalled that Chrisye was in a cold sweat on their first day of practise and eventually created his own dancing style as he could not follow Hasyim's instructions. Chrisye chose his own costumes and at times experimented with different colours and designs. In all his music videos he preferred to wear the same style of shirt, quipping in an interview with Kompas that he would only wear a different one if he had fallen into a ditch. ## Legacy Chrisye has been described as "legendary" by several journalists. In their 2007 list of the 150 Best Indonesian Albums of All Time, Rolling Stone Indonesia ranked Badai Pasti Berlalu first. Three of Chrisye's solo albums were also on the list: Sabda Alam at 51, Puspa Indah at 57, and Resesi at 82. Guruh Gipsy was selected as the second-best album of all time. This was followed by the selection of four of his songs ("Lilin-Lilin Kecil" at number 13, "Merpati Putih" at number 43, "Anak Jalanan" at number 72, and "Merepih Alam" at number 90) as some of the best Indonesian songs of all time; Guruh Gipsy's song "Indonesia Maharddhika" placed at number 59. In 2011 they listed Chrisye as the third-greatest Indonesian musician of all time. Eros Djarot described him as having a great voice, but somewhat shy and generally unwilling to discuss social issues. According to data from the Indonesian Recording Industry Association, the original Badai Pasti Berlalu is the second-best-selling Indonesian album of all time, with nine million copies sold between 1977 and 1993. In 1990 the music video for "Pergilah Kasih" was the first Indonesian music video to be shown on MTV Hong Kong; the video clip for "Sendiri Lagi" was voted the best Indonesian music video of all time in the fifth episode of Video Musik Indonesia. In 2009 many Indonesian artists, including Vina Panduwinata, Ahmad Albar, D'Cinnamons, and Sherina Munaf, performed 20 of Chrisye's songs as a tribute in the "Chrisye: A Night to Remember" concert at the Ritz Carlton, Jakarta. The sold-out concert also featured testimonials by his wife and children. Another concert, described as Chrisye's fourth, rather than as a tribute concert, was held on 5 April 2012. Entitled Kidung Abadi Chrisye (Chrisye's Eternal Ballad) and held at Plenary Hall in the Jakarta Convention Centre, it featured a holographic representation of the singer performing with Sophia Latjuba, Once Mekel, Vina Panduwinata, and Gutawa's daughter Gita. The concert included a new song, "Kidung Abadi" ("Eternal Ballad"), written by Erwin and Gita Gutawa and made using 246 previously recorded syllables. Alberthiene Endah has written two biographies of Chrisye. The first, Chrisye: Sebuah Memoar Musikal (Chrisye: a Musical Memoir), was published in 2007 and details his childhood, career, and struggle with cancer. The second, The Last Words of Chrisye, was released in 2010 and covers the final years of his life. Another book, Chrisye, di Mata Media, Sahabat & Fans (Chrisye, in the Eyes of the Media, Friends, & Fans) was released in March 2012. In 2017, a biopic film depicting on his life journey was scheduled to be released in September, directed by Rizal Mantovani and starring Vino G. Bastian as Chrisye. Filming began in February 2017. On 16 September 2019, Google celebrated his 70th birthday with a Google Doodle. By the end of September 2020 Musica Studios released his previously unreleased single, Rindu Ini, which was recorded in September 1995. On 2022, Rivers Cuomo of Weezer release a Chrisye cover song "Anak Sekolah" before Weezer performing in Indonesia. ## Honours and awards Chrisye received numerous awards during his career. In 1979 he was selected as the Favourite Singer of the Indonesian Armed Forces. His albums Sabda Alam and Aku Cinta Dia were certified gold, and the albums Hip Hip Hura, Resesi, Metropolitan, and Sendiri were certified silver. Chrisye received three BASF Awards, sponsored by the BASF cassette production company, for best-selling albums; his first was in 1984 for Sendiri, followed by one in 1988 for Jumpa Pertama and one in 1989 for Pergilah Kasih. He received the BASF Lifetime Achievement Award in 1994 for his contributions to Indonesian music; the same year he received the BASF Award for Best Recording Artist. In 1997 he received an Anugerah Musik Indonesia for Best Male Pop Singer. The following year Kala Cinta Menggoda won nine AMIs, including Best Album; Chrisye himself received awards for Best Male Pop Singer, Best Recording Singer, and Best Graphic Designer (shared with Gauri). In 2007 he posthumously received the first SCTV Lifetime Achievement Award, which was accepted by his daughter Risty. ## Personal life Aciu Widjaja, now President-Director of Air Asia, described Chrisye as a simple man and said that one time, when he, Chrisye, and several others had gone overseas Chrisye was the only one who did not look for brand-name clothing or world-class restaurants; instead he ate at a food court and bought what he felt was comfortable. In his biography, Chrisye noted that he enjoyed eating at roadside foodstalls well after his marriage and would be perplexed when people stared at him. Guruh recalled that Chrisye would sleep anywhere during extended planning sessions, including under the piano. After his marriage to Yanti, she ended her singing career to become a housewife. When the couple had children, Chrisye often had little time to spend with them as he was busy performing or recording; however, he attempted to spend as much time with them as possible. In a 1992 interview, he said that his children did not want to follow in their parents' footsteps and become singers because they had seen the stresses it put on the family. His wife died on 8 February 2020. ## Discography Chrisye released 31 albums during his lifetime, 1 with Guruh Gipsy, 21 studio albums, and 9 compilation albums. His solo albums after Sabda Alam all sold more than 100,000 copies. In a 1992 interview with Kompas, Chrisye said that he fell ill after recording each of his albums, blaming the pressure to promote them. Chrisye also released many singles, several of which were used as theme songs for Indonesian soap operas: "Pengalaman Pertama" was used for the serial Ganteng-Ganteng Kok Monyet (Very Handsome, But Like a Monkey!), "Cintaku" ("My Love") from the remastered Badai Pasti Berlalu was used for Gadis Penakluk (The Maiden Conqueror), and "Seperti Yang Kau Minta" was used for Disaksikan Bulan (Witnessed by the Moon). ### With Guruh Gipsy - 1976 – Guruh Gipsy ### Studio albums - 1977 – Jurang Pemisah (Dividing Canyon) - 1978 – Sabda Alam (Nature's Order) - 1979 – Percik Pesona (Stain of Enchantment) - 1980 – Puspa Indah (Beautiful Flower) - 1981 – Pantulan Cita (Reflection of Dreams) - 1983 – Resesi (Recession) - 1984 – Metropolitan - 1984 – Nona (Miss) - 1984 – Sendiri (Alone) - 1985 – Aku Cinta Dia (I Love Her) - 1985 – Hip Hip Hura (Hip Hip Hurray) - 1986 – Nona Lisa (Miss Lisa) - 1988 – Jumpa Pertama (First Meeting) - 1989 – Pergilah Kasih (Go Away Dear) - 1993 – Sendiri Lagi (Alone Again) - 1996 – AkustiChrisye - 1997 – Kala Cinta Menggoda (When Love Tempts') - 1999 – Badai Pasti Berlalu (The Storm Will Surely Pass; re-recorded in collaboration with Erwin Gutawa) - 2001 – Konser Tur 2001 (2001 Concert Tour) - 2002 – Dekade (Decade) - 2004 – Senyawa (One Soul) ### Soundtrack albums - 1977 – Badai Pasti Berlalu (The Storm Will Surely Pass) - 1980 – Seindah Rembulan (As Beautiful as the Moon'') ### Singles This section lists only singles that were not part of a studio album. - 1977 – "Lilin-Lilin Kecil" ("Small Candles") - 1995 – "Asalkan Pilih Jalan Damai" ("As Long as You Take the Peaceful Path"; with Krisdayanti and Harvey Malaiholo) - 2008 – "Lirih" ("Softly") - 2020 - "Rindu Ini" ("Longing"), the previously unreleased song Chrisye recorded in 1995. ## Explanatory notes
14,005,308
Battle of the Gebora
1,162,355,077
1811 battle during the Peninsular War
[ "1811 in Spain", "Badajoz", "Battles in Extremadura", "Battles inscribed on the Arc de Triomphe", "Battles involving France", "Battles involving Portugal", "Battles involving Spain", "Battles of the Peninsular War", "Conflicts in 1811", "February 1811 events" ]
The Battle of the Gebora was a battle of the Peninsular War between Spanish and French armies. It took place on 19 February 1811, northwest of Badajoz, Spain, where an outnumbered French force routed and nearly destroyed the Spanish Army of Extremadura. In a bid to help extricate Marshal André Masséna's army from its position in Portugal—mired in front of Lisbon's defensive Lines of Torres Vedras—Marshal Jean de Dieu Soult led part of the French Armée du Midi (Army of the South) from Andalusia into the neighbouring Spanish region of Extremadura and laid siege to the important fortress town of Badajoz. Viscount Wellington and the Spanish captain-general Pedro Caro y Sureda, 3rd marqués de La Romana, sent a large Spanish army to raise the siege. La Romana, however, died before the army could depart, and command fell to General Gabriel de Mendizábal Iraeta. Supported by a small force of Portuguese cavalry, the Spaniards reached the town and camped on the nearby heights of San Cristóbal in early February 1811. When Mendizábal ignored Wellington's instructions and failed to entrench his army, Soult took advantage of the vulnerable Spanish position and sent a small force to attack the Spaniards. On the morning of 19 February, French forces under Marshal Édouard Mortier quickly defeated the Spanish army, inflicting 1,000 casualties and taking 4,000 prisoners while losing only 400 men. The victory allowed Soult to concentrate on his assault of Badajoz, which fell to the French on 11 March and remained in French hands until the following year. ## Background Despite his partial victory over Marshal Masséna in Portugal at the Battle of Bussaco in September 1810, Viscount Wellington was forced by Masséna's manoeuvres to retreat behind the extensive lines of Torres Vedras, a series of forts defending the Portuguese capital of Lisbon. By 10 October 1810, only the British light division and a few cavalry patrols remained outside the defensive lines, while Masséna's Army of Portugal concentrated around Sobral, seemingly in preparation to attack the lines. After a fierce skirmish on 14 October, the French dug themselves in rather than launch a full-scale assault, remaining entrenched for a month before withdrawing to a position between Santarém and Rio Maior. Napoleon had previously sent dispatches to Marshal Soult, commander of the Army of the South, urging him to send assistance to Masséna in Portugal. However, the Emperor's orders, which called for only a small force, were based on outdated intelligence and the situation had changed considerably by the time Soult received them. Thirty thousand Allied troops and six major fortresses now stood between the French army and the Portuguese capital, making an attack against Lisbon virtually impossible. Nevertheless, compelled to act, Soult instead gathered an army of 20,000 men, mainly from V Corps, and launched an expedition into Extremadura with the aim of capturing the Spanish fortress at Badajoz, thereby drawing some of the Allied forces away from Masséna and the Lines of Torres Vedras. Soult divided his army into two contingents and advanced into Extremadura via the two main passes leading from Andalusia into the Guadiana valley, with the intention of rejoining at Almendralejo. One of the columns, commanded by Gen. Marie Victor Latour-Maubourg, met little resistance on its march; on 3 January 1811 the column was confronted by 2,500 Spanish and Portuguese cavalry near Usagre, but that force was only a screen covering the retreat beyond the Guadiana of a Spanish infantry division commanded by Gen. Mendizábal. Latour-Maubourg was therefore able to take position near Almendralejo and await the arrival of the second French column. That second column, commanded by Soult and including Gen. Honoré Gazan's V Corps division, was escorting the French siege-train and therefore had to take a longer, more practicable route into Extremadura. Bad weather and the desertion of the Spanish drivers caused the artillery train to become separated from the escorting infantry, a problem that was further complicated when the column was threatened by 5,000 Spanish troops under Gen. Francisco Ballesteros. When confronted by Marshal Mortier, Ballesteros retreated without suffering serious harm but remained a threat to the rear of the French column. For this reason Soult directed Gazan's infantry to head off the Spanish force and protect the delayed siege-train, while he himself continued onward to Almendralejo with his cavalry. As a result, Soult finally joined Latour-Maubourg on 6 January with only a fraction of his original column and no heavy artillery. ## Prelude Soult could not besiege so strong a fortress as Badajoz with his reduced force and therefore changed his plans. Sending his light cavalry under Brig. Gen. André Briche to take Mérida and leaving four squadrons of dragoons at Albuera to watch the garrison at Badajoz, he marched with the remainder of his army to invest Olivenza. Wellington had previously advised Gen. Pedro Caro de La Romana, commander of the Spanish Army of Extremadura, either to destroy the fortification at Olivenza or to repair its defenses and fully garrison it; La Romana in turn had instructed Mendizábal to slight the fortress, but Mendizábal ignored this order and instead reinforced the garrison with four infantry battalions. Soult, arriving on 11 January, was therefore confronted with a strongly garrisoned—but untenable—fortress. The heavy French artillery finally began to arrive on 19 January, and by 22 January a poorly repaired breach in the fortress' walls had been reopened. The garrison surrendered on 23 January, with over 4,000 Spanish troops from the Army of Extremadura taken captive. Soult was now in a difficult position: although he had a large (4,000-strong) contingent of cavalry, deploying two battalions to escort the prisoners taken at Olivenza back to French-held Seville left him only 5,500 infantry with which to continue his campaign. Moreover, although his siege-train had begun to arrive, the continued absence of Gazan's infantry division left him with a weakened army. Despite these problems, Soult decided to besiege Badajoz in hopes that Wellington would send reinforcements to the Spanish fortress and thereby reduce the Allied forces facing Masséna at the Lines of Torres Vedras. On 26 January Soult marched for Badajoz, sending Latour-Maubourg with six cavalry battalions across the Guadiana to blockade the fortress' northern approach, and by 27 January the first siege of Badajoz had begun. Gazan's division eventually rejoined Soult's army on 3 February, further strengthening the besieging force by 6,000 men. Meanwhile, Mendizábal had retreated to the Portuguese border after sending two battalions to reinforce the garrison at Badajoz. Weakened by the defeat at Olivenza and by Ballesteros' continued absence, he sent to La Romana for reinforcements, receiving on 14 January 1,800 men sent from Abrantes under the command of Carlos de España. Additionally, about 6,000 troops were sent forward from the Lines of Torres Vedras on 19 January, arriving at Elvas ten days later. When these forces joined with Mendizábal's remaining 3,000 men, a Spanish cavalry division and a brigade of Portuguese horse, the Allies had an army almost 15,000 strong—intended to be under the command of La Romana—with which to hold Soult in check. La Romana, however, died of an aneurysm on 23 January, and command of the army then fell to Mendizábal. Before his sudden death, La Romana had met with Wellington and agreed on a plan for the campaign—the army was to entrench on the heights of San Cristóbal, with its right flank protected by the fort of San Cristóbal, its front covered by the Gebora and Guadiana rivers, the left guarded by the fortress at Campo Maior, and Elvas protecting the rear. Although aware of this plan when he took command, Mendizábal chose to ignore the instructions upon arriving on the north bank of the Guadiana on 5 February. Instead, he stationed the bulk of his infantry in Badajoz, leaving only a small contingent of infantry and his cavalry below San Cristóbal. On 7 February Mendizábal launched a strong sally against the besieging French lines: the Portuguese cavalry, supported by a small group of infantrymen, feinted towards the French left wing while a strong force of 5,000 men attacked the right. The Spaniards under de España drove through the first French parallel to engage one of Gen. Jean-Baptiste Girard's brigades and were only driven back when Mortier sent several battalions to his aid. De España pulled back to Badajoz, having lost 650 men and causing 400 French casualties. On 9 February Mendizábal withdrew most of his men from Badajoz, leaving behind a 7,000-strong garrison. The field army's 9,000 infantry settled on the heights of San Cristóbal while the 3,000 horse encamped behind them on the plains of the Caya. The Spanish commander again ignored Wellington's plan, failing to dig entrenchments on the heights, nor did he send out a cavalry screen to protect his front and monitor the French movements. Soult, however, largely ignored the Spanish army for the next few days, concentrating instead on building up his siege lines and battering Badajoz. Heavy rains also flooded both the Guadiana and Gebora rivers, rendering them impassable, so that between 11–18 February the French were only able to shell the southern end of the Spanish line, pushing the Spaniards further away from Badajoz and the protection of the San Cristóbal fort. ## Battle By the afternoon of 18 February, the rains had abated and lower water levels made the Gebora River fordable again. That evening Soult sent nine infantry battalions, three cavalry squadrons and two artillery batteries, under Mortier's command, to the north bank across a flying bridge over the Guadiana River. Joined by six cavalry regiments under Latour-Maubourg, the French now had 4,500 infantrymen, 2,500 cavalry and 12 cannon ready to attack the Spanish lines at dawn on 19 February. Due to heavy fog that morning, Mendizábal was unaware of the approaching French until his picket, only a mile from his front, was driven back by Mortier's infantry fording the Gebora. At the same time the 2nd Hussars, sent by Latour-Maubourg to turn the Spanish left flank, had managed to climb the heights to the north, also undetected, and fell upon one of de España's unsuspecting regiments. Mortier demonstrated his tactical prowess in the deployment of his small force: he sent all his cavalry to the north to attack the Spanish left; three battalions were sent south between the fort at San Cristóbal and the Spanish right wing; and his remaining six infantry battalions assaulted the Spanish front. As the fog rose, the French light cavalry under Briche gained the heights and fell upon the Spanish left flank, while Latour-Maubourg took three dragoon regiments to attack the combined Spanish and Portuguese cavalry on the plains of the Caya. Despite outnumbering the French, the Allied horse ignored orders and immediately fled towards Elvas and Campo Maior. They escaped unscathed, largely because Latour-Maubourg ignored them and instead launched his cavalry against the Spanish infantry line. The engagement of the Spanish right flank was not as immediately decisive. Because the fog had lifted, the Spaniards could see the numerical weakness of the opposing force and formed up with little sign of falling. The musketry duel between the two sides had scarcely begun, however, when the French cavalry appeared; the light horse approached along the top of the heights while Latour-Maubourg's dragoons advanced from the rear. In response, Mendizábal formed his troops into two huge divisional squares supported by artillery which, although initially successful in impeding the French cavalry, eventually became an easy target for the French infantry and artillery. As one Spanish infantryman recounted, "Their artillery played upon it in a most horrible fashion until it became first an oval and then an unformed mass that the cavalry were able to penetrate and take prisoner." Briche's light cavalry thus broke through the two Spanish squares without great difficulty, and the battle was effectively over. A few of the Spanish regiments dispersed; many surrendered; and others joined together to fight their way to Badajoz or the Portuguese border. ## Consequences The battle was a serious setback for the Anglo-Spanish-Portuguese allies; Wellington had earlier warned the Spanish generals that the Army of Extremadura was "the last body of troops which their country possesses", and later wrote that "[t]he defeat of Mendizábal is the greatest misfortune, which was not previously expected, that has yet occurred to us." The army had been essentially destroyed; although 2,500 infantry had escaped into Badajoz—and a slightly smaller number to Portugal—about 1,000 Spaniards had been killed or wounded, 4,000 were taken prisoner and 17 cannon had been lost. The French, for their part, suffered only minor casualties. Soult initially reported his losses as 30 killed and 140 wounded, but those figures were eventually revised to around 400 casualties, mainly from the cavalry. Soult was now free to continue his investment of Badajoz; although the town's garrison was now some 8,000 strong due to the influx of soldiers from Mendizábal's destroyed army, it eventually fell to the French on 11 March. Wellington then sent a large Anglo-Portuguese corps, commanded by Sir William Beresford, to retake the important fortress town, and by 20 April the second siege of Badajoz had begun. A French attempt to lift this siege resulted, on 16 May, in the bloody Battle of Albuera, in which Beresford's strong Allied corps maintained the siege but only barely managed to hold off an outnumbered French army, again commanded by Soult. However, when the French Army of Portugal, now under the command of Marshal Auguste Marmont, and the Army of the South converged, the combined French force of over 60,000 men forced Wellington, on 20 June, to call off the siege and pull his 44,000-man besieging army back to Elvas. Thus Badajoz would remain in French hands until the following year, when the Allies finally retook it following the Battle of Badajoz. ## See also - Badajoz bastioned enclosure
292,736
Metroid Prime
1,173,812,080
2002 video game
[ "2002 video games", "BAFTA winners (video games)", "Cancelled Nintendo 64 games", "D.I.C.E. Award for Action Game of the Year winners", "Experimental medical treatments in fiction", "First-person adventure games", "First-person shooters", "Game Developers Choice Award for Game of the Year winners", "GameCube games", "Games with GameCube-GBA connectivity", "Interquel video games", "Metroid Prime", "Metroid games", "New Play Control! games", "Nintendo Switch games", "Retro Studios games", "Single-player video games", "Video games about genetic engineering", "Video games developed in the United States", "Video games featuring female protagonists", "Video games produced by Kensuke Tanabe", "Video games produced by Shigeru Miyamoto", "Video games scored by Kenji Yamamoto (composer, born 1964)", "Video games set in outer space", "Video games set on fictional planets", "Wii games" ]
Metroid Prime is a 2002 action-adventure game developed by Retro Studios and published by Nintendo for the GameCube. Metroid Prime is the fifth main Metroid game and the first to use 3D computer graphics and a first-person perspective. It was released in North America in November 2002, and in Japan and Europe the following year. Along with the Game Boy Advance game Metroid Fusion, Prime marked the return of the Metroid series after an eight-year hiatus following Super Metroid (1994). Metroid Prime takes place between the original Metroid and Metroid II: Return of Samus. Players control the bounty hunter Samus Aran as she battles the Space Pirates and their biological experiments on the planet Tallon IV. Metroid Prime was a collaboration between Retro in Austin, Texas, and Japanese Nintendo employees, including producers Shigeru Miyamoto and Kensuke Tanabe. Miyamoto suggested the project after visiting Retro's headquarters in 2000. Since exploration takes precedence over combat, Nintendo described the game as a "first-person adventure" rather than a first-person shooter. Metroid Prime received acclaim and sold more than 2.8 million copies worldwide. It won a number of Game of the Year awards, and is widely regarded by many critics to be one of the greatest video games of all time, remaining one of the highest-rated games on Metacritic. Metroid Prime was followed by Metroid Prime 2: Echoes (2004) and Metroid Prime 3: Corruption (2007); Metroid Prime 4 was announced in 2017. In 2009, an enhanced version of Metroid Prime was released for the Wii in Japan, and as part of the Metroid Prime: Trilogy compilation internationally. A high-definition remastered version was released on the Nintendo Switch in 2023. ## Gameplay Metroid Prime is a 3D action-adventure game in which players control series protagonist Samus Aran from a first-person perspective, unlike previous games of the Metroid series, with third-person elements used for Morph Ball mode. The gameplay involves solving puzzles to reveal secrets, platform jumping, and shooting foes with the help of a "lock-on" mechanism that allows circle strafing while staying aimed at the enemy. Samus must travel through the world of Tallon IV searching for twelve Chozo Artifacts that will open the path to the Phazon meteor impact crater, while collecting power-ups that let her reach new areas. The Varia Suit, for example, protects Samus' armor against high temperatures, allowing her to enter volcanic regions. Some items are obtained after boss fights. Items must be collected in a specific order; for example, players cannot access certain areas until they find a certain Beam to open doors, or discover new ordnance with which to beat bosses. Players are incentivized to explore to find upgrades that increase Samus' maximum ammunition and health. The heads-up display, which simulates the inside of Samus' helmet, features a radar display, a map, ammunition for missiles, a health meter, a danger meter for negotiating hazardous landscape or materials, and a health bar and name display for bosses. The display can be altered by exchanging visors; one uses thermal imaging, another has x-ray vision, and another features a scanner that searches for enemy weaknesses and interfaces with mechanisms such as force fields and elevators. The game introduces a hint system that provides the player with clues about ways to progress through the game. Players can gain two features by connecting Prime with Metroid Fusion using a GameCube – Game Boy Advance link cable: cosmetic use of the Fusion Suit that Samus wears in Fusion and the ability to play the original Metroid game. ### Items Throughout the game, players must find and collect items that improve Samus' arsenal and suit, including weapons, armor upgrades for Samus' Power Suit and items that grant abilities—including the Morph Ball, which allows Samus to compress herself into a ball in order to roll into narrow passages and drop energy bombs, and the Grapple Beam, which works by latching onto special hooks called grapple points, allowing Samus to swing across gaps. Unlike those in earlier games in the series, the beam weapons in Metroid Prime have no stacking ability, in which the traits of each beam merge. Instead, the player must cycle the four beam weapons; there are charge combos with radically different effects for each. Other upgrades include boots that allow Samus to double-jump and a Spider Ball upgrade that allows her to climb magnetic rails. Items from previous Metroid games appear with altered functions. Art galleries and different endings are unlockable if the player collects a high percentage of items and Scan Visor logs. Prime is one of the first Metroid games to address the reason Samus does not start with power-ups acquired in previous games; she begins the game with some upgrades, including the Varia Suit, Missiles and Grapple Beam, but they are lost during an explosion on the Space Pirate frigate Orpheon. The producers stated that starting with some power-ups was a way to give the player "different things to do" and to learn the functions of these items before settling into the core gameplay. ## Plot ### Setting Retro Studios wrote an extensive storyline for Metroid Prime, which was considered a major difference from previous Metroid games. Short cutscenes appear before important battles, and a scanner in the heads-up display extracts backstory-related information from objects. The Prime trilogy is set between the events of Metroid and Metroid II. The game takes place on the planet Tallon IV, formerly inhabited by the Chozo race. Five decades ago, the Chozo race fell after a meteor impacted on Tallon IV. The meteor contaminated the planet with a corruptive, mutagenic substance that the Space Pirates later named Phazon, and also brought with it a creature known to the Chozo as "The Worm". A large containment field emitter of the Artifact Temple in the Tallon Overworld area was built as a seal to the meteor's energies and influence within the crater where it landed, which the Space Pirates attempt to disable or bypass in order to gain better access to extract the Phazon. The containment field is controlled by twelve Chozo artifacts that are scattered around the planet. ### Story Samus Aran intercepts a distress signal from the Space Pirate frigate Orpheon, whose crew have been slaughtered by the Pirates' own genetically modified, experimental subjects, using a mysterious radioactive substance called Phazon. At the ship's core, she battles with the Parasite Queen, a giant version of the tiny parasites aboard the ship. The Parasite Queen is defeated and falls into the ship's reactor core, initiating the destruction of the ship. While Samus is escaping from the frigate, she encounters a cybernetic version of Ridley called Meta Ridley, who also escapes. During her escape, an explosion damages Samus' suit, causing some of her abilities to malfunction. Samus escapes the frigate and chases Ridley in her gunship towards the nearby planet Tallon IV. After landing in the Tallon Overworld, Samus explores nearby areas of Tallon IV and discovers ruins of an ancient Chozo settlement. As she explores the ruins, she learns that the Chozo on the planet had been killed off by the Phazon infesting the planet, which originated from a meteor that impacted on the planet many years ago. After regaining her lost abilities in the ruins, as well as defeating a mutated plant creature that was poisoning the local water supply, Samus finds her way to the Magmoor Caverns, a series of magma-filled tunnels, which are used by the Space Pirates as a source of geothermal power. Following the tunnels, Samus travels to the Phendrana Drifts, a cold, mountainous location which is home to another ancient Chozo ruin and a Space Pirate research lab used to study the Metroids. After obtaining new abilities, Samus explores the wreckage of the crashed Orpheon and then infiltrates the Phazon Mines, where she learns the outcome of the Phazon experimentation project, including the Metroid Prime, a creature that had come to Tallon IV with the meteor. Advancing deeper into the mines, Samus fights her way through the Phazon-enhanced Space Pirates and obtains the Phazon Suit after defeating the monstrous Omega Pirate. At some point, Samus discovers the Artifact Temple that the Chozo built to contain the Metroid Prime and to stop the Phazon from spreading over the planet. To gain access to the meteor's Impact Crater, Samus must collect and unite the twelve Chozo artifacts. As Samus returns to the temple with the artifacts, Meta Ridley appears and attacks her. Samus defeats Ridley and enters the Impact Crater, where she finds the Metroid Prime. After she defeats it, the Metroid Prime absorbs Samus' Phazon Suit and explodes. Samus escapes the collapsing crater and leaves Tallon IV in her ship. If the player completes the game with all of the items obtained, Metroid Prime reconstructs itself into a body resembling Samus. ## Development According to producer Shigeru Miyamoto, Nintendo did not develop a Metroid game for the Nintendo 64 as the company "couldn't come out with any concrete ideas". Metroid co-creator Yoshio Sakamoto said he could not imagine how the Nintendo 64 controller could be used to control Samus. Nintendo approached another company to make Metroid for Nintendo 64, but the offer was declined, supposedly because the developers thought they could not equal Super Metroid. Metroid Prime was a collaboration between Nintendo EAD and R&D1 and the American company Retro Studios. Retro was created in 1998 by an alliance between Nintendo and Iguana Entertainment founder Jeff Spangenberg. The studio would create games for the forthcoming GameCube targeted at a mature demographic. After establishing its offices in Austin, Texas in 1999, Retro worked on four GameCube projects. When Miyamoto visited Retro in 2000, he suggested a new Metroid game after seeing their prototype first-person shooter engine. In 2000 and early 2001, four games in development at Retro were canceled, including an RPG, Raven Blade, leaving Prime the only game in development. During the last nine months of development, Retro's staff worked 80- to 100-hour weeks to reach Nintendo's deadline. According to senior artist James Dargie, it took them almost six months to do the first level that Nintendo approved, and then they had less than a year to do the rest of the game. Concept artist Android Jones, a lifelong fan of the series whose work included Samus's Varia Suit and most of the art in the Scan Visor, would sleep in the office and resume working when he woke up. Nintendo created the music, Retro handled art and engineering, and both teams worked on the overall design. The Japanese crew, which included producers Miyamoto, Kensuke Tanabe, Kenji Miki, and designer and Metroid co-creator Sakamoto, communicated with Retro through e-mails, telephone conferences and personal gatherings. The game was planned to use a third-person perspective, but after Miyamoto intervened this was changed to first-person perspective and almost everything already developed was scrapped. The change was prompted by camera problems experienced by Rare, which was developing the Nintendo 64 game Jet Force Gemini. According to director Mark Pacini, Miyamoto believed that "shooting in third person was not very intuitive"; Pacini also said that exploration is easier using first-person. Pacini said that after picking that perspective, the crew decided not to make a traditional first-person shooter, instead they had to break down the stereotypes of what a first-person game is and make a fun Metroid game. Pacini said that Retro tried to design the game so that the only difficult parts would be boss battles and players would not be afraid to explore because "the challenge of the game was finding your way around". Senior designer Mike Wikan said that the focus on exploration led the team to spend time making the platform jumping "approachable to the player", and to ensure the gameplay had "shooting [as] a very important, though secondary, consideration". Retro developed the storyline under the supervision of Yoshio Sakamoto, who verified that the ideas were consistent with the earlier games. The developers intended that Kraid, a boss from Metroid and Super Metroid, would appear in Metroid Prime, and designer Gene Kohler modeled and skinned him for that purpose, but he was cut for time reasons. The team considered implementing the Speed Booster power-up from Super Metroid but concluded it would not work well because of the first-person perspective and "limitations imposed by the scale of our environment". The first public appearance of the game was a ten-second video at Space World 2000. In November of the same year, Retro Studios confirmed its involvement with the game in the "job application" part of its website. In February 2001, the game was confirmed by Nintendo, which also announced that because of its emphasis on exploration and despite the first-person perspective, Metroid Prime would be a first-person adventure rather than a first-person shooter. The game was showcased at E3 2001 in May, with its title confirmed as Metroid Prime. ### Audio Kenji Yamamoto, assisted by Kouichi Kyuma, composed the music for Prime. The soundtrack contains arrangements of tracks from previous games in the series because Yamamoto wanted to satisfy old Metroid fans. The initial Tallon Overworld theme is a reinterpretation of Metroid's Brinstar theme, the music heard in Magmoor Caverns is a new version of the music from Super Metroid's Lower Norfair area, and the music heard during the fight with Meta Ridley is a fast-paced reimagining of the Ridley boss music first featured in Super Metroid—which has reappeared in most Metroid games since. Tommy Tallarico Studios initially provided sound effects for the game, but Miyamoto deemed them not good enough for an extended presentation at Space World 2001. The game supports Dolby Pro Logic II setups and can be played in surround sound. A soundtrack album, Metroid Prime & Fusion Original Soundtracks, was published by Scitron on June 18, 2003. ## Release Metroid Prime was released for the GameCube in North America on November 18, 2002. In 2003, the game arrived in Japan on February 28, and Europe on March 21. In 2004, Nintendo released a Metroid Prime GameCube bundle, including a second disc featuring a trailer and a demo for Metroid Prime 2: Echoes, a timeline of Metroid games, and an art gallery. Metroid Prime was re-released in Japan in 2009 for the Wii as part of the New Play Control! series. It has improved controls that use the Wii Remote's pointing functionality, bonus content and the ability to take screenshots of gameplay. In other countries, this version was released in the Wii compilation Metroid Prime: Trilogy. The compilation became available for download from the Wii U's Nintendo eShop in January 2015. ### Metroid Prime Remastered In a Nintendo Direct presentation on February 8, 2023, Nintendo announced Metroid Prime Remastered, a high-definition remaster for the Nintendo Switch. It was released digitally later that day, with a physical release on February 22 in North America and March 3 in Europe and Japan. The remaster was developed by Retro Studios with assistance from developers including Iron Galaxy Studios. The remaster features new visuals, updated control schemes (including an option for dual-stick controls) and new unlockable art. Metroid Prime Remastered was acclaimed. Samuel Claiborn of IGN described it as "a perfect example of how to both honor a lauded classic and bring it up to code". It was criticized for not crediting the developers of previous versions of Metroid Prime by name, instead crediting them as "original Nintendo GameCube and Wii version development staff". As of March 31, 2023, Metroid Prime Remastered had sold 1.09 million copies. ## Reception Metroid Prime became one of the best-selling games on the GameCube. It was the second-best-selling game of November 2002 in North America, behind Grand Theft Auto: Vice City; 250,000 units were sold in the first week of its release. As of July 2006, the game had sold more than 1.49 million copies in the U.S. alone, and had earned more than US\$50 million. It was also the eighth-bestselling GameCube game in Australia. More than 78,000 copies were sold in Japan, and Nintendo added the game to its Player's Choice line in the PAL region. It sold 2.84 million copies worldwide and was the best-selling Metroid game until Metroid Dread (2022). Metroid Prime received "universal acclaim", according to Metacritic. Electronic Gaming Monthly awarded it a perfect score. It won numerous Game of the Year awards and was praised for its detailed graphics, special effects, varied environments, moody soundtrack and sound effects, level design, immersive atmosphere and innovative gameplay centered on exploration in contrast with action games such as Halo, while staying faithful to the Metroid formula. Criticisms included the unusual control scheme, lack of focus on the story, and repetitive backtracking. Game Informer considered the control scheme awkward, Entertainment Weekly compared the game to a "1990s arcade game, filled with over the top battle sequences, spectacular visual effects—and a pretty weak plot", and GamePro wrote that inexperienced players "might find it exhausting to keep revisiting the same old places over and over and over". In 2004, the video game countdown show Filter said Metroid Prime had the best graphics of all time. Metroid Prime appeared on several lists of best games; it was ranked 23rd in IGN's Top 100, 29th in a 100-game list chosen by GameFAQs users, 18th in Official Nintendo Magazine's 2009 list of greatest Nintendo games and 10th in Nintendo Power'''s "Top 200 Nintendo Games Ever". IGN named Metroid Prime the best GameCube game, while GameSpy ranked it third in a similar list, behind The Legend of Zelda: The Wind Waker and Resident Evil 4. Nintendo Power also ranked Metroid Prime as the sixth-best game of the 2000s. Wired ranked the game 10th in its list of "The 15 Most Influential Games of the Decade" for popularizing "exploration, puzzle-solving, platforming and story" among first-person shooters, saying that the game was "breaking the genre free from the clutches of Doom". Wired's writer continued that Metroid Prime took a massive stride forward for first-person games. Metroid Prime also became popular among players for speedrunning; specialized communities were formed to share these speed runs. During the 6th Annual Interactive Achievement Awards, the Academy of Interactive Arts & Sciences awarded Metroid Prime with "Console First-Person Action Game of the Year"; it also received nominations for "Game of the Year", "Console Game of the Year", "Outstanding Innovation in Console Gaming", and outstanding achievements in "Game Design", "Gameplay Engineering", "Visual Engineering", "Art Direction", "Original Music Composition", and "Sound Design". It was the most nominated game of the awards ceremony. ## Legacy Metroid Prime was followed by Metroid Prime 2: Echoes (2004) on the GameCube and Metroid Prime 3: Corruption (2007) on the Wii. They were rereleased on Wii as part of the New Play Control! series in Japan, and as part of the Wii compilation Metroid Prime: Trilogy (2009). A pinball game, Metroid Prime Pinball (2005), and the action spin-offs Metroid Prime Hunters (2006) were released for the handheld Nintendo DS console, and Metroid Prime: Federation Force (2016) for the Nintendo 3DS. In 2017, Nintendo announced Metroid Prime 4 for the Nintendo Switch. It was reportedly initially developed by Bandai Namco Studios. In January 2019, the development restarted under Retro. Elements of Metroid Prime have appeared in games such as the Super Smash Bros series, in which the Frigate Orpheon is a playable stage, with the Parasite Queen in the background and music from Metroid Prime. Metroid Prime's gameplay and HUDs influenced and was compared to first-person shooters such as Geist and Star Wars: Republic Commando. A demo of a 2D fangame version of Metroid Prime'' was released in April 2021. The development was forced to end by that August.
9,959,752
Lazare Ponticelli
1,160,147,211
World War I veteran, piping and metal worker
[ "1897 births", "2008 deaths", "20th-century French businesspeople", "Burials at Ivry Cemetery", "French military personnel of World War I", "French supercentenarians", "Italian emigrants to France", "Italian military personnel of World War I", "Italian people of French descent", "Italian supercentenarians", "Knights of the Legion of Honour", "Knights of the Order of Vittorio Veneto", "Men supercentenarians", "Naturalized citizens of France", "People from the Province of Piacenza", "Recipients of the Croix de Guerre (France)", "Soldiers of the French Foreign Legion" ]
Lazare Ponticelli (born Lazzaro Ponticelli; 24 December 1897, later mistranscribed as 7 December – 12 March 2008), Knight of Vittorio Veneto, was at 110, the last surviving officially recognized veteran of the First World War from France and the last poilu of its trenches to die. Born in Italy, he travelled on his own to France at the age of eight. Aged 16, he lied about his age in order to join the French Army at the start of the war in 1914, before being transferred against his will to the Italian Army the following year. After the war, he came back to Paris where he and his brothers founded the piping and metal work company Ponticelli Frères [fr] (Ponticelli Brothers), which produced supplies for the Second World War effort and as of 2023 is still in business. He also worked with the French Resistance against the Nazis. Ponticelli was the oldest living man of Italian birth and the oldest man living in France at the time of his death. Every Armistice Day until 2007 he attended ceremonies honoring deceased veterans. In his later years, he criticized war, and stored his awards from the First World War in a shoe box. While he felt unworthy of the state funeral the French government offered him, he eventually accepted one. However, he asked that the procession emphasise the common soldiers who died on the battlefield. French president Nicolas Sarkozy honored his wish and dedicated a plaque to them at the procession. ## Early life Born as Lazzaro Ponticelli in Cordani, a frazione (civil parish) in Bettola, Piacenza, Emilia-Romagna, in northern Italy, he was raised in a mountain hamlet in Bettola, one of seven children born to Jean Ponticelli and Philomène Cordani. His father sold livestock on the fairgrounds and occasionally worked as a carpenter and cobbler. His mother cultivated the family's small plot of land and, like many women of the area, commuted three times a year to the Po Valley to work in its rice fields. Despite the Ponticelli family's hard work, they were impoverished and the children often went to bed on an empty stomach. When Lazare was two years of age, his mother moved to France to earn a better living. After the unexpected deaths of Jean Ponticelli and his eldest son, Pierre, the rest of the family moved to Paris, leaving Lazare in the care of neighbors. At age six, Ponticelli started several jobs, including making clogs. By 1906, aged eight years old, he had saved enough money to buy a railway ticket to Paris, which he considered "paradise." To travel to the capital of France, he walked 21 miles (34 km) to the nearest train station at Piacenza. He could not speak French, but found work as a chimney sweep in Nogent-sur-Marne and later as a paper boy in Paris. He obtained a work permit at age 13. ## World War I In August 1914, aged 16, shortly after the outbreak of World War I, Ponticelli was assigned to the 4th Marching Regiment of the 1st Foreign Regiment of the French Foreign Legion. He had lied about his age to enlist. He rediscovered his older brother, Céleste Ponticelli, who had joined the same regiment. According to Ponticelli, France had done much for him, and serving was his way of showing his gratitude. He served at Soissons in Picardy, northeast France, and at Douaumont, near Verdun. Ponticelli worked at digging burial pits and trenches. In keeping a promise to Céleste to always assist others, he rescued a German and a French soldier who were wounded in the arm and leg, respectively. Ponticelli was not a French citizen and in May 1915, when Italy entered the war, he was conscripted into the Italian Army. Although he attempted to remain with his French regiment, he eventually enlisted in the 3rd Alpini Regiment, after being escorted to Turin by two gendarmes. Ponticelli saw service against the Austro-Hungarian Army at Mount Piccolo on the Austria–Italy border. At his new post as a machine gunner, Ponticelli was seriously wounded by a shell during an assault on an Austrian mountain position. He was returned to his post after rest and recuperation in Naples. In an undated interview, he described being injured: "Blood was running into my eyes... I continued firing despite my wound." Once, his regiment ceased fighting the Austrians for three weeks. The armies, who mostly spoke each other's tongue, swapped loaves of bread for tobacco and photographed each other. In 1918 Ponticelli was gassed in an Austrian attack that killed hundreds of his fellow soldiers. Reflecting on war, he said: "You shoot at men who are fathers. War is completely stupid." In one of his last interviews, Ponticelli stated he was amazed at his own survival. ## Ponticelli Frères After being demobilized in 1920, Ponticelli founded a metal work company with Céleste and Bonfils, his youngest brother, which they called "Ponticelli Frères" ("Ponticelli Brothers"). Located in the 13th arrondissement of Paris, it became profitable and well known in its field. It was incorporated as a private limited company in 1932, when its primary work was with industrial chimneys. During the Second World War, Ponticelli, who became a French citizen in 1939, was too old for combat but supported the war effort by supplying soldiers with his products. He moved his factory into the Zone libre (unoccupied zone) after Germany invaded and occupied northern France. After Vichy France was taken over by the Germans, he returned northwards and began working with the Resistance. In the aftermath of World War II, he added a piping department to his company. He continued managing the company until his retirement in 1960. At the time of his death it was reported that the company had 4,000 employees and its annual revenue (2005) was €300 million. The company now operates in several countries outside France, such as Angola. ## Later life Until his death, Ponticelli lived with his daughter in the Paris suburb of Le Kremlin-Bicêtre, and every 11 November until 2007 he attended Armistice Day ceremonies. An honored citizen of his adopted town, Ponticelli voted in the 2007 presidential and legislative elections. He officially became a supercentenarian on 24 December 2007, celebrating his official 110th birthday at the National History of Immigration Museum. He kept his war medals in a shoebox. When originally offered a state funeral by then French President Jacques Chirac, Ponticelli asserted that he did not want one, although the death of the penultimate recognized soldier, Louis de Cazenave, on 20 January 2008 caused him to reconsider. He eventually accepted a small ceremony "in the name of all those who died, men and women," during World War I. ## Death Ponticelli died at 12:45 pm (11:45 GMT) at his home in Le Kremlin-Bicêtre on 12 March 2008, aged 110. At the time of his death, Ponticelli was the oldest living man of Italian birth and the oldest man living in France. Nicolas Sarkozy, the French president, released a statement and said there would be a day of national remembrance for the war dead of France. Ponticelli had at least one child, his then-78-year-old daughter, Janine Desbaucheron. His state funeral was held on 17 March 2008. The mass was held at Saint-Louis Cathedral in Les Invalides and was attended by government ministers, soldiers and members of Ponticelli's family. French academic Max Gallo delivered the eulogy. At the mass, French collégien Guillaume Kaleff read a poem written by his class in Ponticelli's honor. Flags were ordered to be flown at half mast while Sarkozy unveiled a plaque dedicated to the veterans of World War I. Legionnaires of the 3rd Foreign Infantry Regiment, heir to the Marching Regiment of the French Foreign Legion, the same regiment that Ponticelli fought in, carried his coffin at the funeral. After the procession, he was buried in his family's plot at Ivry Cemetery, Ivry-sur-Seine. ## Legacy On 11 November 2008, during the first Armistice Day since his death, Rue de Verdun in Le Kremlin-Bicêtre was renamed Rue de Verdun-Lazare-Ponticelli. ## See also - List of last surviving World War I veterans by country - Marching Regiment of the Foreign Legion
440,398
Roberto Luongo
1,169,534,182
Canadian ice hockey player
[ "1979 births", "Acadie–Bathurst Titan players", "Anglophone Quebec people", "Canadian ice hockey goaltenders", "Canadian people of Irish descent", "Canadian sportspeople of Italian descent", "Florida Panthers players", "Ice hockey people from Montreal", "Ice hockey players at the 2006 Winter Olympics", "Ice hockey players at the 2010 Winter Olympics", "Ice hockey players at the 2014 Winter Olympics", "Living people", "Louisville Panthers players", "Lowell Lock Monsters players", "Medalists at the 2010 Winter Olympics", "Medalists at the 2014 Winter Olympics", "National Hockey League All-Stars", "National Hockey League first-round draft picks", "National Hockey League goaltender captains", "New York Islanders draft picks", "New York Islanders players", "Olympic gold medalists for Canada", "Olympic ice hockey players for Canada", "Olympic medalists in ice hockey", "People from Saint-Leonard, Quebec", "Val-d'Or Foreurs players", "Vancouver Canucks captains", "Vancouver Canucks players", "William M. Jennings Trophy winners" ]
Roberto Luongo (/luˈɒŋɡoʊ/, , ; born April 4, 1979) is a Canadian former professional ice hockey goaltender. He played 19 seasons in the National Hockey League (NHL) for the New York Islanders, Florida Panthers and the Vancouver Canucks. Luongo is a two-time NHL second team All-Star (2004 and 2007) and a winner of the William M. Jennings Trophy for backstopping his team to the lowest goals against average in the league (2011, with backup Cory Schneider). He was a finalist for several awards, including the Vezina Trophy as the league's best goaltender (2004, 2007 and 2011), the Lester B. Pearson Award as the top player voted by his peers (2004 and 2007), and the Hart Memorial Trophy as the league's most valuable player (2007). Luongo is second all time in games played as an NHL goaltender (1,044) and fourth all time in wins (489). He employed the butterfly style of goaltending. Born in Montreal, Quebec, Luongo is of Italian and Irish ancestry. Prior to his NHL career, he played in the Quebec Major Junior Hockey League (QMJHL) for the Val-d'Or Foreurs and the Acadie-Bathurst Titan, winning back-to-back President's Cups and establishing the league's all-time play-off records in games played and wins. Following his second QMJHL season, Luongo was selected fourth overall by the Islanders in the 1997 NHL Entry Draft. After splitting his professional rookie season between the Islanders and their American Hockey League (AHL) affiliate, the Lowell Lock Monsters in 1999–2000, he was traded to the Panthers. In five seasons with Florida, Luongo established team records for most games played, wins and shutouts; despite several strong seasons, however, the Panthers remained a weak team and were unable to qualify for the Stanley Cup playoffs during Luongo's initial stint with the team. During the 2006 off-season, he was traded to the Canucks after failed contract negotiations with the Panthers. In his first season in Vancouver, Luongo won 47 games, and was runner-up in voting for both the Hart Memorial Trophy (league MVP) and Vezina Trophy (best goaltender). Following his second year with the Canucks, he became the first NHL goaltender to serve as a team captain since Bill Durnan in the 1947–48 season. Luongo served in that capacity for two seasons before resigning from the position in September 2010. In the subsequent 2010–11 season, he helped the Canucks to Game 7 of the Stanley Cup Finals but lost to the Boston Bruins. During his eight-year tenure with Vancouver, Luongo became the team's all-time leader in wins and shutouts. He returned to the Panthers during the 2013–14 season, where he spent the remainder of his career, qualifying for the playoffs with the Panthers only once during that time. He was the last active goaltender to have played in the NHL in the 1990s. Internationally, Luongo has competed for Team Canada in numerous tournaments. As a junior, he won a silver medal at the 1999 World Junior Championships, while being named Best Goaltender in his second tournament appearance. Luongo won two gold medals at the 2003 and 2004 World Championships and a silver in the 2005 World Championships. He also won the 2004 World Cup championship and appeared in the 2006 Winter Olympics in Turin as a backup to Martin Brodeur in both instances. He succeeded Brodeur as Canada's starting goaltender during the 2010 Winter Olympics in Vancouver, winning a gold medal. On January 7, 2014, he was named to the 2014 Canadian Olympic hockey team, where he won his second Olympic gold medal in a largely backup role to Carey Price. ## Early life Luongo was born to Pasqualina and Antonio Luongo in Montreal, Quebec. His father is an Italian immigrant, born in Santa Paolina, Avellino. He worked in the construction and delivery of furniture, while Luongo's mother, an Irish-Canadian, worked in marketing with Air Canada. Antonio and Pasqualina married in Montreal after Antonio immigrated there in 1976. Luongo has two younger brothers, Leo and Fabio, who also aspired to be goaltenders. Fabio progressed the further of the two, playing Junior A in the British Columbia Hockey League (BCHL) with the Williams Lake Timberwolves in 2004–05 before injuries ended his career. He has since become a Junior AAA coach, while Leo is a goaltending coach with HC Lugano. Luongo and his family lived in Saint-Leonard, Quebec, a borough north of Montreal with a strong Italian community, just four blocks away from Martin Brodeur, who became the goaltender for the New Jersey Devils six years before Luongo entered the NHL. Luongo is fluent in English, French and Italian. His father spoke Italian and his mother spoke English with a little French at home. Luongo graduated from Montreal Francophone high school Antoine de St-Exupéry in 1996. He began playing organized hockey at the age of eight as a forward. His father taught all his sons soccer and Luongo played until he was 14, at which point he decided to concentrate on hockey. Although he initially had the desire to play in net, his parents wanted him to develop his skating first. Several years later, after Luongo was cut from a peewee team, he made the switch to goaltender. At 11 years old, his team's usual goaltender did not show up and after begging his mother, still hesitant about Luongo playing the position, he went in net and posted a shutout. In August 2009, the arena in which Luongo played his minor hockey in St. Leonard was named after him as the Roberto Luongo Arena. It is the second arena in the community to be named after an NHL goalie after the Martin Brodeur Arena was renamed as such in 2000. By 15, Luongo was playing midget with Montreal-Bourassa, the same team that produced NHL Quebecer goalies Brodeur and Félix Potvin. Luongo has credited Hall of Fame goaltender Grant Fuhr as his inspiration growing up, citing an admiration for his "spectacular glove saves". He had the opportunity to first meet Fuhr before a game against the Calgary Flames during his rookie season with the Islanders. ## Playing career ### Junior career (1995–1999) The Val-d'Or Foreurs made Luongo the highest-drafted goaltender in QMJHL history, at second overall, in 1995. He began his junior career in the 1995–96 season with Val-d'Or and posted six wins in 23 games played. As the team's starting goaltender the following season in 1996–97, he improved to a team-record 32 wins, and was awarded the Mike Bossy Trophy as the league's best professional prospect. After his performance at the 1997 CHL Top Prospects Game, opposing coach Don Cherry likened Luongo to Montreal Canadiens' Hockey Hall of Famer Ken Dryden, while NHL Central Scouting Bureau director Frank Bonello heralded him as a "franchise goalie". At the 1997 NHL Entry Draft, Luongo was selected in the first round, fourth overall, by the New York Islanders. The pick originally belonged to the Toronto Maple Leafs but was traded to the Islanders in exchange for Wendel Clark, Mathieu Schneider and D. J. Smith. At the time of the draft, Luongo was the highest-picked goaltender in NHL history, surpassing Tom Barrasso, John Davidson, and Ray Martynuik's fifth overall selections in 1983, 1973, and 1970 (Luongo's selection was later surpassed by Rick DiPietro's first overall selection by the Islanders in 2000). Upon his draft, Luongo continued to play junior with the Foreurs in 1997–98. He recorded 27 wins and a 3.09 goals against average (GAA). His seven shutouts tied Nick Sanza's QMJHL record, set in 1974–75 (Adam Russo later tied it as well in 2002–03). Although the Islanders planned to have Luongo play in the NHL for the 1998–99 season, an inconsistent performance at training camp led to Luongo's return to the QMJHL that season. Owing to having failed to come to terms on a contract before October 1, 1998, Luongo was not allowed to be called up to the Islanders from junior over the course of the subsequent season. He started the season with Val-d'Or but was traded to the Acadie-Bathurst Titan during the 1999 World Junior Championships for the remainder of the 1998–99 season. He went on to lead the Titan to his second consecutive President's Cup championship with a 2.74 GAA in 23 games. He finished his QMJHL playoff career with the all-time league record in games played (56), minutes played (3,264:22), wins (38) and shots faced (1,808). ### New York Islanders (1999–2000) After his performance at the 1999 World Junior Championships, Luongo was signed by the Islanders to a three-year, \$2.775 million contract on January 8, 1999. The following season, he made his professional debut with the Lowell Lock Monsters, the Islanders' American Hockey League (AHL) affiliate. Early in the season, Luongo was called up to the Islanders on November 22, 1999, after a shoulder injury to back up Wade Flaherty. He made his NHL debut six days later on November 28, stopping 43 shots in a 2–1 win against the Boston Bruins. Luongo's early performances solidified him as the Islanders' starting goalie over veteran Félix Potvin. Nearly a month after Luongo's debut in New York, Potvin was traded to the Vancouver Canucks on December 19 in exchange for backup goaltender Kevin Weekes. The next month, he recorded his first career NHL shutout in his eighth game, stopping 34 shots in a 3–0 victory over the Bruins on December 27. In January 2000, Luongo was publicly criticized by Islanders general manager Mike Milbury for having gone looking for an apartment in New York on a game day before letting in seven goals to the Boston Bruins. Milbury told the media, "You can't do that in the NHL. You have to prepare yourself." Luongo defended himself by saying he did not divert from his usual game day routine by looking at just one apartment. In the off-season, the Islanders selected goaltender Rick DiPietro with the first overall pick in the 2000 NHL Entry Draft. DiPietro's selection supplanted Luongo as the highest-drafted goaltender in NHL history and the Islanders' goaltender of the future. Consequently, Milbury traded Luongo to the Florida Panthers along with centre Olli Jokinen for winger Mark Parrish and centre Oleg Kvasha that same day on June 24, 2000. The deal would later be seen to have disproportionately benefited the Panthers, as both Jokinen and Luongo would eventually develop into star players, in contrast to Parrish and Kvasha. Later in his career, Luongo expressed surprise at the trade, saying that before the Islanders drafted DiPietro, he had believed the team was preparing to make him its starting goaltender for the upcoming season. ### Florida Panthers (2000–2006) The Panthers' organization expressed high praise for Luongo following the trade. General manager Bryan Murray characterized him as "a franchise guy", while head coach Terry Murray added "He's the guy teams have to have to win the Stanley Cup." He entered his first training camp with the Panthers competing for the starting role with veteran goaltender Trevor Kidd; coach Terry Murray opted to begin the season with Kidd owing to his experience. Luongo made his first start with the Panthers on October 9, 2000, making 18 saves in a 4–2 loss to the Boston Bruins. When splitting the goaltending duties, Luongo went on to appear in 43 games, in comparison to Kidd's 42. He finished his 2000–01 rookie season (Luongo qualified as a rookie because he had not played in at least 26 games the previous season with New York) by notching a franchise record fifth shutout of the season in a 3–0 win against the New York Rangers on April 7, 2001. The total surpassed John Vanbiesbrouck's four-shutout mark, set in both the 1994–95 and 1997–98 seasons. He posted a 12–24–7 record with the struggling Panthers, who finished 12th in the Eastern Conference, while recording a 2.44 GAA. His .920 save percentage was sixth in the league and second all-time among rookie goaltenders, behind Manny Fernandez's mark set the previous season. Approaching his third NHL season, Luongo agreed on a four-year contract extension with the Panthers on September 13, 2001. He was chosen to play in the inaugural NHL YoungStars Game in 2002 for Team Melrose, winning 13–7 over Team Fox. After appearing in 58 games in 2001–02, Luongo suffered a torn ligament in his right ankle in a game against the Montreal Canadiens on March 20, 2002. Sidelined for the remainder of the season, he finished with a 16–33–4 record, a 2.77 GAA and .915 save percentage. Luongo returned in 2002–03 to a heavier workload, playing a 65-game season. He had a franchise record-setting shutout streak that lasted 144:51 minutes; it was snapped on January 20, 2003, against the Montreal Canadiens. In his fourth season with the Panthers (2003–04), Luongo emerged with his first Vezina Trophy and Lester B. Pearson Award nominations as the top goaltender and top player as selected by the players, respectively. Playing in 72 games, he set NHL marks for most saves and shots faced in a single season with 2,303 and 2,475, respectively. Both marks were previously set by former Islanders teammate Félix Potvin in 1996–97 as a Toronto Maple Leaf. His resulting .931 save percentage was first among those goalies with at least 50 starts and set a Panthers franchise record, breaking Vanbiesbrouck's .924 mark, set in 1993–94. His seven shutouts furthered his franchise record and was good enough for fifth in the league. At mid-season, he was named to his first NHL All-Star Game, held in February 2004. Competing for the Eastern Conference, he won the Goaltenders Competition segment of the SuperSkills Competition, allowing the fewest goals on goaltender-related events. The following day, he played in the third period of the All-Star Game and helped the East to a 6–4 win against the West. At the end of the season, he was named to the second NHL All-Star team, but lost the Vezina Trophy to fellow Montreal-native Martin Brodeur of the New Jersey Devils, while Martin St. Louis of the Tampa Bay Lightning won the Pearson Award. Owing to the 2004–05 NHL lockout, Luongo was inactive, with the exception of two international tournaments, the 2004 World Cup and the 2005 World Championships. With the NHL set to resume in 2005–06, Luongo was without a contract. After negotiations failed, the Panthers filed for arbitration on August 11, 2005. The process awarded Luongo a one-year, \$3.2 million contract on August 25. On April 13, 2006, Luongo became the most-wins Panthers goaltender of all-time, passing Vanbiesbrouck, with his 107th win with the team – a 5–4 overtime victory against the Ottawa Senators. He went on to post 35 wins, breaking Vanbiesbrouck's 27-win single-season Panthers mark, set in 1996–97. Set to become a free agent for the second consecutive off-season, he could not come to an agreement with the Panthers, having formally turned down a five-year, \$30 million contract offer in January 2006. It was also reported that among Luongo's demands were that backup goaltender Jamie McLennan be re-signed, his long-time goaltending coach François Allaire be hired and that a public statement be released that he would not be traded until the no-trade clause of his contract took effect. ### Vancouver Canucks (2006–2014) #### 2006–09 Prior to the start of the 2006–07 season, Panthers general manager Mike Keenan traded Luongo to the Vancouver Canucks on June 23, 2006. He was packaged with defenceman Lukáš Krajíček and a sixth round draft pick (Sergei Shirokov) in exchange for forward Todd Bertuzzi, defenceman Bryan Allen and goaltender Alex Auld. Immediately following the deal, Vancouver signed Luongo to a four-year, \$27 million deal. He expressed surprise, claiming that he and the Panthers were very close to a deal the day before the trade. Luongo's arrival in Vancouver ended a seven-and-a-half-year period of instability for Canucks netminding, with a total of 18 goaltenders having played for the club since Kirk McLean's departure in 1998. General manager Brian Burke had coined the term "goalie graveyard" during his tenure in Vancouver to describe the club's goaltending fortunes. Luongo recorded a 3–1 win against the Detroit Red Wings in his Canucks debut on October 5, 2006. Later in the month, he notched his first shutout with the Canucks, stopping 32 shots in a 5–0 win over the Chicago Blackhawks on October 25. On January 9, 2007, Luongo was voted in as a starting goaltender for the first time in his career for the Western Conference All-Stars. Six days after the announcement, he was hospitalized after taking a puck to the throat in practice. He spent the night in the intensive care unit for fears his windpipe would swell and become blocked. Discharged from the hospital on game day, Luongo recorded a shutout that night against the Montreal Canadiens on January 16, 2007. During the 2007 NHL All-Star Game in Dallas, Luongo was named the Skills Competition's top goaltender and helped the West to a 12–9 win over the East. Late in the season, Luongo recorded his franchise record-setting 39th win in a 2–1 overtime victory on March 9. He surpassed Kirk McLean's 38-win mark set in 1991–92. He went on to finish with a career-high 47 wins, one shy of league-leader Martin Brodeur, who broke Bernie Parent's thirty-three-year-old NHL record of wins in a season. Luongo and Brodeur are considered, however, to have been given an advantage to Parent with the inauguration of the shootout that season by the NHL, allowing more games to be decided with wins, as opposed to ties. In addition to his 47 wins, Luongo recorded a 2.29 GAA (which was at that time, a personal best) and a team-record .921 save percentage (surpassing Dan Cloutier's .914 save percentage in 2003–04; later broken by Cory Schneider's .929 save percentage in 2010–11). He won three team awards – the Cyclone Taylor Trophy as MVP, the Molson Cup as the player with the most three-star selections, and the Most Exciting Player Award. He led the Canucks to a Northwest Division title and what was then a franchise record of 105 points, The team was seeded third in the Western Conference. The 2007 playoffs marked Luongo's first NHL post-season appearance. Facing the Dallas Stars in the opening round, he almost set an NHL record for most saves in a playoff game in his post-season debut. He stopped 72 shots, en route to a 5–4 quadruple overtime victory, one save shy of Kelly Hrudey's 73-save mark set in 1987. Luongo went on to win his first playoff series as the Canucks eliminated the Stars in seven games. They were, however, defeated in the second round by the eventual Stanley Cup champions, the Anaheim Ducks. Luongo put forth a losing 56-save performance in the deciding fifth game against the Ducks. After the game ended in regulation at a 1–1 tie, he missed the first three minutes of the first overtime period to what was first believed to be an equipment malfunction. However, after the series ended, it was revealed that Luongo, instead, had an untimely case of diarrhea. The Canucks lost the game 2–1 in the second overtime when Luongo took his eye off the puck to look at the referee, believing a penalty should have been issued to the Ducks on a play in which Canucks forward Jannik Hansen was hit by Ducks forward Rob Niedermayer. With Luongo not paying attention, Ducks defenceman Scott Niedermayer shot the puck from the point to score the series-winning goal. At the end of the season, Luongo was nominated for three major NHL awards: the Vezina Trophy, Lester B. Pearson Award and Hart Memorial Trophy as the league MVP. However, Luongo finished second in the voting for all three awards, behind Brodeur for the Vezina and Sidney Crosby of the Pittsburgh Penguins for the Hart and Pearson. Luongo kept pace statistically with his previous season's work in 2007–08 and continued to set significant marks, including a three-game shutout streak spanning 210:34 in late-November (breaking the Canucks' previous franchise record of 184:20 set by Ken Lockett in 1975). He was voted in as the 2008 NHL All-Star Game's Western Conference starting goalie for the second consecutive season, although he did not attend in order to be with his pregnant wife in Florida. With the Canucks battling for the Northwest Division title all season long, a losing streak that saw Luongo win only one of his final eight starts caused the Canucks to miss the playoffs altogether. Nevertheless, he received his second consecutive team MVP and Molson Cup awards. He also finished seventh in Vezina Trophy balloting. On September 30, 2008, prior to the start of the 2008–09 season, Vancouver Canucks general manager Mike Gillis and head coach Alain Vigneault named Luongo the 12th captain in team history, replacing the departed Markus Näslund. The decision was unconventional, as league rules forbid goaltenders from being captains. As such, Luongo became only the seventh goaltender in NHL history to be named a captain, and the first since Bill Durnan captained the Montreal Canadiens in 1947–48 (after which the league implemented the rule). In order to account for the league rule, Luongo did not perform any of the on-ice duties reserved for captains and did not wear the captain's "C" on his jersey. Instead he incorporated it into the artwork on the front of one of his masks which he occasionally wore for the early months of the 2008–09 season. Canucks defenceman Willie Mitchell was designated to handle communications with on-ice officials, while defenceman Mattias Öhlund was responsible for ceremonial faceoffs and other such formalities associated with captaincy. Centre Ryan Kesler was chosen along with Mitchell and Öhlund as the third alternate captain. A month into the 2008–09 season, Luongo began a shutout streak that lasted three games against the Nashville Predators, Phoenix Coyotes, and the Minnesota Wild, akin to the feat he accomplished in the same month of November the previous year. His overall shutout streak was snapped at 242:36 minutes, in a 2–1 shootout loss against the Colorado Avalanche, surpassing the Canucks record he set the previous season. Later that month, on November 22, Luongo left a game versus the Pittsburgh Penguins after suffering an adductor strain in his groin. Initially listed as week-to-week, he attempted what was considered an early comeback within two weeks of the injury, but suffered a setback during a team practice on December 10, leaving early in discomfort. After missing 24 games, Luongo made his return on January 15, 2009, in a 4–1 loss to the Phoenix Coyotes. While injured, Luongo was chosen for the fourth time to the NHL All-Star Game in 2009 as the lone Canucks representative. Despite speculation he would have to miss his second straight All-Star Game, Luongo recovered in time and took part in a 12–11 shootout loss to the Eastern Conference. He finished the season with back-to-back shutouts in the final two games against the Los Angeles Kings and Colorado Avalanche to establish a new career-high of nine shutouts on the season, breaking Dan Cloutier's previous franchise single-season shutout record of seven, set in 2001–02. Winning their second Northwest Division title in three years, Luongo and the Canucks returned to the playoffs after a one-year absence. During the 2009 playoffs, he led the Canucks to a first round sweep of the St. Louis Blues. The Canucks then faced the Chicago Blackhawks in the second round, which Chicago ultimately won in six games. Luongo was heavily criticized following his performance in the sixth and deciding game, allowing seven goals in the 7–5 loss. In a post-game interview, Luongo told reporters that he "let [his] teammates down". Many in the Vancouver media were quick to suggest trading Luongo, arguing that his large salary could be better spent, while pointing to several successful teams with relatively low-salary goalies. Nevertheless, Luongo was presented at the year-end awards ceremony with the Scotiabank Fan Fav Award, a fan-voted award in its inaugural year for the league's favourite player. Also finishing fourth in Vezina Trophy voting, he missed out on his second nomination in three years by one vote, behind Niklas Bäckström of the Minnesota Wild, Steve Mason of the Columbus Blue Jackets and trophy-winner Tim Thomas of the Boston Bruins. #### 2009–11 With one season left on his original four-year deal with the Canucks, Luongo and agent Gilles Lupien began contract negotiations with general manager Mike Gillis in the 2009 off-season. At the time of the 2009 NHL Entry Draft, ESPN reported that Luongo and the Canucks had agreed on a long-term extension to be announced on July 1. The report was, however, denied by both Lupien and Gillis. A little over a month later in early August, Gillis told Vancouver sports radio station TEAM 1040 in an interview that he was "philosophically" close to a deal with Luongo to be signed before the upcoming 2009–10 season. That same month, while at Team Canada's summer camp for the 2010 Winter Olympics, Luongo set a September 13 deadline to sign a contract before the Canucks' training camp began, explaining that he "will not be negotiating during the season ... [not wanting] that distraction". Several days later, on September 2, the Canucks announced that they had signed Luongo to a 12-year contract extension worth \$64 million for a \$5.33 million annual salary cap hit. The front-loaded deal, which will expire by the time Luongo is 43 and includes a no-trade clause, sees him make \$10 million in 2010–11, then approximately \$6.7 million annually through to 2017–18, \$3.3 million and \$1.6 million the subsequent two seasons, before tailing off to \$1 million for the final two years. The contract contains two additional clauses to circumvent the no-trade clause that allow Luongo to facilitate a trade after the fifth year and for the Canucks to also facilitate a trade after the seventh year. Nearly a month into the 2009–10 season, on October 25, 2009, Luongo recorded his 21st shutout as a Canuck (48th career) in a 2–0 win against the Edmonton Oilers, surpassing Kirk McLean as the franchise shutouts leader. The following game against the Detroit Red Wings on October 27, he suffered a rib injury that was revealed the following day to be a hairline fracture. Luongo originally injured his rib two games prior against the Toronto Maple Leafs on October 24 after taking a shot in the chest from Leafs' forward Niklas Hagman. The injury was re-aggravated during the Detroit game during a collision with Red Wings forward Todd Bertuzzi. He returned to the lineup on November 10 after missing six games. On January 7, 2010, Luongo recorded his 50th career shutout in a 4–0 win against the Phoenix Coyotes. Despite recording the second 40-win season of his career, Luongo finished with his worst statistical season as a Canuck, heavily affected by a poor second-half. Pulled seven times in 68 appearances, he recorded a 2.57 GAA and a .913 save percentage. In the subsequent 2010 playoffs, the Canucks defeated the Los Angeles Kings in six games only to be defeated by the Chicago Blackhawks for the second year in a row. In the off-season, it was speculated by many in the media whether Luongo would remain Vancouver's captain, citing the added pressure of the goaltending position. After the Canucks' 3–1 series deficit in the second round, Luongo ceased to make himself available for pre-game interviews – a customary practice for goaltenders, but not for captains. When asked after the Canucks' elimination whether he thought he should remain team captain, he told reporters he did not think it was an issue. However, Gillis, who appointed him captain two seasons prior, asserted it was a topic to be addressed in the off-season. On September 13, 2010, Luongo confirmed he was stepping down, stating that "Serv[ing] as captain...in a Canadian city for a team with such passionate fans is a privilege and an experience I will always take pride in. I will continue to be a leader on this team and support my teammates the same way I always have while focusing on our ultimate goal." Centre Henrik Sedin, who won the Hart Trophy for the 2009–10 season, was named Luongo's successor in a pre-game ceremony to the Canucks' season-opener. Also in the off-season, Gillis fired Luongo's goaltending coach Ian Clark and hired Roland Melanson in his place. Luongo had been a personal friend of Clark's and publicly stated being surprised and disappointed with the switch. The decision to hire Melanson was largely precipitated on his willingness to work with Luongo on a full-time basis – something Clark was unable to do. Despite the coaching change at the club level, Luongo retained Clark as his personal coach for his summer training. He began working with Melanson leading up to the 2010–11 season and employed several changes in his playing style, which included playing deeper into his crease instead of challenging shooters. During the 2010 pre-season, Luongo sustained a groin injury, but recovered in time for the regular season. Midway through the campaign, Luongo was named the NHL's Second Star of the Month for December 2010. He posted an 11–1–2 record with a 2.07 GAA, a .922 save percentage and one shutout. During the month, he started a 21-game regulation unbeaten streak that lasted until a loss against the St. Louis Blues on February 14, 2011. Luongo's record in that span was 16 wins and 5 overtime or shootout losses. Later in the campaign, he recorded his 300th career win against the Los Angeles Kings on March 5, 2011. He became the 6th-youngest goaltender to reach the milestone and the 25th overall. The 2010–11 season constituted a decreased workload for Luongo, as he appeared in 60 games. Team management had asserted at the beginning of the campaign that rookie backup Cory Schneider would be given the opportunity to play in 20 to 25 games. Luongo finished the season with a league-leading 38 wins, along with 22 losses (15 in regulation and 7 in overtime or a shootout). His career-high 2.11 GAA ranked second in the league, behind Tim Thomas' 2.00, and set a Canucks record, surpassing Dan Cloutier's 2.27 GAA, set in 2003–04. While his .928 save percentage improved upon his team-record setting .921 in 2006–07, it was bettered by one-hundredth of a point by Schneider. Together, Luongo and Schneider won the William M. Jennings Trophy for leading the Canucks to the lowest GAA in the league; their combined 2.20 GAA was one-tenth better than the Boston Bruins's second-place goaltending tandem of Tim Thomas and Tuukka Rask. Luongo helped the Canucks to their first Presidents' Trophy in team history with an NHL-best and franchise-record 54 wins and 117 points. His efforts in the regular season earned him his third career Vezina Trophy nomination, alongside the Boston Bruins' Tim Thomas and the Nashville Predators' Pekka Rinne. #### 2011 playoffs Entering the 2011 playoffs as the first seed in the West, the Canucks were matched against the Blackhawks for the third straight year. After opening the series with three straight wins, the Canucks lost the next three, forcing a seventh game. After he was pulled in favour of Schneider during Games 4 and 5 – having allowed six and four goals, respectively – Luongo started Game 6 on the bench. During the third period, Schneider suffered an injury, forcing Luongo to finish the game. He made 12 saves in relief of Schneider before Blackhawks forward Ben Smith scored in overtime. Although Schneider was available to play for Game 7, Vigneault chose to start Luongo. He made 31 saves in the deciding game, helping the Canucks to a 2–1 overtime win. His efforts included a cross-ice save on a one-timer from forward Patrick Sharp during a Blackhawks powerplay early on in the extra period. Going head-to-head against fellow Vezina Trophy nominee Pekka Rinne and the Nashville Predators in round two, Luongo kept Nashville to 11 goals over 6 games to help the Canucks advance. He maintained his performance in the Conference Finals against the San Jose Sharks, allowing 13 goals over 5 contests, including 54 saves in the fifth and deciding match, a game that went to double overtime. Luongo's efforts helped the Canucks reach the Stanley Cup Finals for the first time in 17 years. He opened the series against the Boston Bruins stopping all 36 shots in a 1–0 win for his third shutout of the post-season. As the series shifted to Boston's TD Garden with a two-games-to-none Canucks lead, Luongo surrendered eight goals in Game 3. The following contest, he was pulled for the third time in the playoffs after allowing 4 goals on 20 shots. Amidst heavy scrutiny from the media and Canucks fans, Luongo recovered for Game 5, stopping all 31 Bruins shots in a 1–0 win. It was his 15th win and 4th shutout of the post-season, tying both of Kirk McLean's single-year playoff team records, previously set in 1994. With an opportunity to clinch the Stanley Cup in Game 6, however, he was pulled again after allowing three goals in less than three minutes in the first period; the game ended in a 5–2 loss. Starting for the deciding seventh game, he allowed 3 goals on 20 shots, including one shorthanded goal, as the Canucks lost 4–0. Luongo had the chance of joining the Triple Gold Club as the first goaltender in this finals series. #### 2011–2014 Nearly a month and a half into the 2011–12 season, Luongo suffered an upper-body injury that sidelined him for two games. The nature of the injury was unspecified, but was believed to have occurred during a game against the Islanders on November 13, 2011, when he appeared to be in discomfort. Prior to the injury, Luongo was struggling to perform with his statistics near the bottom of the league. Upon recovering, Schneider's play relegated Luongo to backup status for five games. By December, he resumed as the team's starter with improved performance. The following month, Luongo reached two milestones. On January 4, 2012, he became the 23rd goalie in league history to play in his 700th game, a contest in which he recorded a 3–0 shutout against the Wild. With his 212th victory as a Canuck on January 21 (a 4–3 win against the Sharks), he surpassed Kirk McLean as the most-wins goalie in team history. Luongo accomplished the feat in 364 games, 152 less than McLean. Facing the eighth-seeded Los Angeles Kings in the opening round of the 2012 Stanley Cup playoffs, Luongo started the first two games and played well but his team lost both. Vigneault opted to start Schneider for the rest of the series, in order to give the Canucks some momentum, and Luongo remained on the bench for the remainder of the series as the Kings won four games to one. Dressing as a backup for the Canucks' final three playoff games led many in the media to believe that Luongo would be traded in the off-season, in favour of Schneider, who recorded better regular season and playoff statistics than him in 2011–12. Asked about his role with the Canucks following the defeat, Luongo told reporters that he would waive his no-trade clause if his management asked him to do so. In June 2012, Schneider was signed to a three-year \$12 million contract, which made Luongo expendable, but general manager Mike Gillis' efforts to trade Luongo were unsuccessful owing to his \$64 million (U.S.), 12-year contract. In the lockout-shortened 2012–13 NHL season, both goaltenders split the playing duties although Schneider was the number one goalie. Luongo handled his demotion with class and remained supportive of Schneider, soon calling the Canucks "Cory's team." Head coach Alain Vigneault said "Cory is our MVP and one of reasons why we got into playoffs. I've got a lot of faith in him and that's why we're going with him". In the opening playoff round facing the San Jose Sharks, as Schneider had been injured near the end of the regular season, Luongo started the first two games and played well but his team lost both. Luongo came off the bench in game three after Schneider was pulled in the third period. Luongo was the backup in game four as the Canucks lost in overtime, ending his team's postseason in four straight games. Luongo put his penthouse up for sale, as it was accepted that he had played his final game as a Canuck. Although he had nine years left on a 12-year, \$64-million contract, which represented a \$5.33 million salary cap hit, general manager Mike Gillis remained confident of making a deal in the summer. Schneider was unexpectedly traded to the New Jersey Devils on June 30, 2013, reinstating Luongo in the starting position for the 2013–14 NHL season. John Tortorella, who had replaced Alain Vigneault as Canucks head coach after the conclusion of the 2012–13 season, chose rookie Eddie Läck to start in goal instead of Luongo in the Heritage Classic against the Ottawa Senators at BC Place. Tortorella's decision was unpopular with the crowd as they booed Läck, while Luongo was also unhappy as he had been looking forward to that game all season. ### Return to Florida (2014–2019) On March 4, 2014, a day before the NHL trade deadline, Luongo was traded back to the Florida Panthers along with prospect Steven Anthony in exchange for goaltender Jacob Markström and centre Shawn Matthias. The Canucks retained part of Luongo's salary. Luongo was seen as key to helping build the Panthers into a strong contender. During the 2017–18 season, Luongo played in his 1,000th NHL game, becoming just the third goaltender in NHL history to do so, the other two being Patrick Roy and Martin Brodeur. At the conclusion of the regular season, Luongo was the Panthers' nomination for the Bill Masterton Memorial Trophy and became the franchise all-time leader in games played, wins, and shutouts. On February 10, 2019, Roberto Luongo played in his 1030th career game, passing Roy for second all-time behind Brodeur, who played 1,266 games in his career. With a 4–3 win against the Colorado Avalanche on February 25, Luongo passed Ed Belfour for third-most wins as an NHL goaltender, once again behind Roy and Brodeur. On June 26, 2019, Luongo announced his retirement from professional hockey. The Panthers would then retire his number on March 7, 2020, with Luongo becoming the first player to earn this honor with the franchise. ## International career Luongo made his international debut at the 1995 World U-17 Hockey Challenge in Moncton, New Brunswick, with Team Québec, winning bronze. Three years later, he was named to the Canadian national junior team for the 1998 World Junior Championships in Finland. He played backup to Victoriaville Tigres goaltender Mathieu Garon, going winless in three appearances with a 3.70 GAA, as Canada finished in eighth place. Luongo became the starting goaltender the following year at the 1999 World Junior Championships in Winnipeg, Manitoba, appearing in seven of Canada's eight games. He recorded a shutout in the first game of the tournament against the Czech Republic, making 36 saves in a 0–0 tie. He went on to help Team Canada to the gold medal game against Russia, but lost in overtime, surrendering a goal to Artem Chubarov. With a 1.92 GAA and two shutouts, Luongo was given Best Goaltender and All-Star team honours. Luongo first appeared with the Canadian men's team at the 2001 World Championships in Germany. He played backup to Fred Brathwaite of the Calgary Flames before injuring his finger during the first game of the qualification round against Switzerland on May 4, 2001. During his next appearance at the 2003 World Championships in Finland, Luongo began the tournament as backup to the Phoenix Coyotes' Sean Burke. He earned wins against Latvia in the preliminaries and Switzerland in the qualifying round. During the semifinals against the Czech Republic, Luongo replaced Burke after he left the game with a lower-body injury eight minutes into the second period. Luongo allowed four goals in relief, but earned the win as Canada defeated the Czechs 8–4. With Burke still out for the gold medal game, Luongo made 49 saves against Sweden in a 3–2 overtime win. Despite Luongo's medal-round efforts, Burke was named the Best Goaltender for the tournament, as he played in the majority of Team Canada's games. The gold-medal winning 2003 team was later named the Canadian Press national sports team of the year on January 2, 2004. Luongo made his third appearance at the World Championships in 2004 in the Czech Republic. He played in seven games as the starting goaltender, recording a 2.32 GAA and one shutout, as Canada captured its second straight gold medal at the tournament, beating Sweden 5–3 in the final. Several months later, Luongo competed for Team Canada in the 2004 World Cup as backup to Martin Brodeur of the New Jersey Devils. It marked Luongo's first international tournament in which all NHL players were eligible, as the annual World Championships conflict with the Stanley Cup playoffs. He had another opportunity to step in as the starting goalie when Brodeur pulled out prior to the semi-final game against the Czech Republic due to a sprained wrist. Filling in for Brodeur, Luongo made 37 of 40 stops in a 4–3 overtime victory to put Team Canada into the finals against Finland. Brodeur returned for the championship game to backstop Team Canada to a 3–2 win. Luongo appeared in his fourth World Championships in 2005. Owing to the 2004–05 NHL lockout, all NHL players were available for the tournament in Austria, and Luongo played backup to Brodeur. He appeared in two games, including a shutout win against Slovenia in the round-robin. Luongo earned a silver medal as Team Canada was shut out by the Czech Republic 3–0 in the final. Luongo was named to his first Winter Olympics in 2006. The tournament was held in Turin, Italy, his country of cultural origin. He again played behind Brodeur and appeared in two games. He made his Olympic debut in the second game of the round-robin with a 5–1 win against Germany. His second appearance of the tournament was a loss to Finland, also in the round-robin. Leading up to the 2010 Winter Olympics, to be held in Luongo's NHL hometown of Vancouver, Luongo and Brodeur were considered locks to be named to the national team heading into the summer orientation camp in August 2009 and speculation began as to who would be appointed the starting position. On December 31, 2009, Luongo was selected to Team Canada, along with Brodeur and Marc-André Fleury of the Pittsburgh Penguins as the three goaltenders. Luongo was given the start for the first game against Norway. He recorded his first Olympic shutout, making 15 saves in an 8–0 win to open the tournament. After Brodeur surrendered four goals in a 5–3 loss to the United States in their final preliminary game, Luongo replaced him as the starting goalie. He helped Canada to four consecutive single-elimination game wins against Germany, Russia, Slovakia and the United States to capture the gold medal. During the semifinal against Slovakia, Luongo made a game-saving stop against Canucks teammate Pavol Demitra with nine seconds to go in regulation. With Slovakia's goaltender pulled and down by a goal, the puck bounced to Demitra by the side of the net. Out of position, Luongo managed to get his glove on the puck, deflecting it away from the net and preserving the win. In the subsequent gold medal game, Luongo made 34 saves in Canada's overtime win against the United States. The following month, Luongo carried the torch into Robson Square in Downtown Vancouver for the 2010 Paralympics on March 11, 2010. Four years later, Luongo was selected to Team Canada for his third straight Olympics. Heading into the Sochi Games as the incumbent starter, there was much debate among the media as to whether he or Montreal Canadiens goaltender Carey Price would play most of Canada's games. ## Playing style Luongo played in the butterfly style of goaltending, dropping to his knees with his skates pointing outwards and his pads meeting in the middle in order to cover the bottom portion of the net. Owing to the style of play, groin injuries are common for butterfly goalies. Luongo suffered one during the 2008–09 season and missed 24 games. An athletic goaltender, Luongo was known for having quick reflexes, particularly with his glove. One of Luongo's early goaltending coaches, François Allaire, remembered Luongo to have had the "best catching glove [he'd] ever seen in a kid" when he first came to his goaltending school in Sainte-Thérèse-de-Gaspé, Québec, at the age of 14. Allaire is known to be a strong proponent of the butterfly style. At 6 feet and 3 inches, Luongo was able to cover a lot of net with his size. Observers also noted the strong concentration, competitiveness and mental aspects of his game. On the other hand, his puck-handling skills have been described as a weakness. His style began to be directed during his midget years with Allaire and Montreal-Bourassa goaltending coach Mario Baril. Luongo sent tapes of his play to Allaire during his rookie season in the QMJHL and his former goaltending coach advised him to be more aggressive and come out of the net more to cut off angles and challenge shooters. Later in his NHL career, the Canucks hired a new goaltending coach, Roland Melanson, prior to the 2010–11 season. Working with Melanson, Luongo began playing deeper in his crease against Allaire's original advice, allowing him to maintain positioning for rebounds. Vancouver Canucks head coach Alain Vigneault said that Luongo played best with more playing time over the length of the season. Throughout his career, he garnered lots of playing time, including four consecutive 70-game seasons from 2003–04 to 2007–08 between the Florida Panthers and Canucks. He was known to suffer from slow starts to the season, usually in the first month of October. In his first three Octobers with the Canucks, Luongo posted a combined 10–13–0 record and a .899 save percentage – numbers that were well below his career pace. Luongo received the Mark Messier Leadership Award in his first season with the Canucks for the month of March 2007. Prior to his third season with Vancouver, he was named Markus Näslund's successor as team captain and the first goaltender to be named a captain in 59 years. Teammate Mattias Öhlund, who served as alternate captain to Luongo for one season, described him as a vocal leader, while Luongo has also identified that quality in himself. General manager Mike Gillis described his commitment level as "unprecedented", adding that "he'd be a great example for our younger guys", at the time of the captaincy announcement. He served in that capacity for two seasons before relinquishing the captaincy prior to the 2010–11 season. ## Post-playing career On February 3, 2021 it was announced that Luongo would serve as Assistant GM for Hockey Canada to build a team for the 2022 Winter Olympics. On June 28, 2022, Luongo was announced as part of the 2022 class of inductees for the Hockey Hall of Fame. ## Personal life While playing with the Florida Panthers, Luongo met his wife, Gina (née Cerbone), at a team hangout called the Pizza Time Trattoria. Gina is the daughter of the Italian restaurant owner, Umberto Cerbone, who is originally from Naples, while Gina's mother is from Palermo. Luongo proposed to Gina under the Bridge of Sighs in Venice in 2004. They lived in Broward County, Florida, during his tenure with the Panthers. However within a month of moving into a new home in Florida, Luongo was traded to Vancouver. They subsequently moved into the Vancouver neighbourhood of Yaletown, while spending Luongo's off-seasons in Fort Lauderdale, Florida. Luongo had been chosen as a starting goaltender for the 2008 NHL All-Star Game, but he chose not to attend in order to be with Gina, who was pregnant at the time and had returned to Florida. Their daughter was born on March 27, 2008. On December 27, 2010, Gina gave birth to the couple's son. Luongo is involved with several charities. Like many Canucks players, he spent time with Canuck Place, a children's hospice in Vancouver. He also sponsored a spectator's box in Rogers Arena that was reserved for underprivileged children to attend Canucks games. At the end of games in which he was named one of the three stars, he was known to give away his goalie stick to a fan in the crowd. In the summer of 2009, he hosted the Roberto Luongo Golf Open to benefit Montreal Children's Hospital, Sainte-Justine Hospital, and a seniors centre network in Saint-Léonard. After the Stoneman Douglas High School shooting, Luongo, who lives in Parkland, gave a pre-game speech acknowledging the victims of the shooting and calling for action against mass shootings. In addition to being an avid golfer, Luongo also enjoys playing poker. In September 2011, Luongo was inducted into the Italian Walk of Fame in Toronto, Ontario. He was inducted into the Florida Sports Hall of Fame in 2021. ## Career statistics ### Regular season and playoffs ### International ## Awards and achievements ### QMJHL ### NHL <sub>\*Named as starter but did not play.</sub> ### International ### Vancouver Canucks ## Records ### Val-d'Or Foreurs - Most wins in a season – 32 in 1996–97 ### QMJHL - Most shutouts in a season – 7 in 1997–98 (tied with Nick Sanza, 1974–75; Adam Russo, 2002–03; Kevin Poulin, 2009–10) - Most wins in a single playoffs – 16 in 1999 (tied with Michel Morisette, 1982; Éric Fichaud, 1994; Eric Lafrance, 2003; Jonathan Bernier, 2007; Ryan Mior, 2008; Nicola Riopel, 2010) - Most games played all-time, playoffs – 56 from 1995–99 (surpassed Marc Denis, 43 games played, 1994–97) - Most minutes played all-time, playoffs – 3,264:22 from 1995 to 1999 (surpassed Marc Denis, 2,518:07, 1994–97) - Most wins all-time, playoffs – 38 from 1995 to 1999 (surpassed Robert Desjardins, 30, 1984–87) - Most shots faced all-time, playoffs – 1,808 from 1995 to 1999 (surpassed Manny Fernandez, 1,351, 1991–94) ### NHL - Most saves in a single season – 2,303 in 2003–04 (surpassed Félix Potvin, 2,214 in 1996–97) - Most shots faced in a single season – 2,488 in 2005–06 (surpassed himself, 2,475 in 2003–04) - Most shots faced in a single playoff game – 76 on April 11, 2007 - Most home games played in a single season – 41 in 2006–07 - Most regular season overtime wins, all-time – 49 (as of 2008–09) ### Florida Panthers - Longest shutout streak – 144:51 minutes in 2002–03 - Most shutouts in a season – 7 in 2003–04 (surpassed himself, six shutouts in 2002–03; tied with Tomáš Vokoun, 2009–10) - Most wins in a season – 35 in 2005–06 (surpassed John Vanbiesbrouck, 27 wins in 1996–97) - Most games played in a season – 75 in 2005–06 (surpassed himself, 72 games played in 2003–04) - Most games played all-time – 318 - Most wins all-time – 108 (surpassed John Vanbiesbrouck, 106 wins) - Most shutouts all-time – 26 (surpassed John Vanbiesbrouck, 13 shutouts) ### Vancouver Canucks - Most saves in a single game – 72 on April 11, 2007 - Longest shutout streak – 242:36 minutes (2008–09) (surpassed himself, 184:20 minutes in 2007–08) - Most wins in a season – 47 in 2006–07 (surpassed Kirk McLean, 38 in 1991–92) - Most games played in a season – 75 in 2006–07 (surpassed Gary Smith, 72 in 1974–75) - Most shutouts in a season – 9 in 2008–09 (surpassed Dan Cloutier – 7 in 2001–02) - Lowest GAA in a season – 2.11 in 2010–11 (surpassed Dan Cloutier – 2.27 in 2003–04) - Most shutouts all-time – 33 (surpassed Kirk McLean, 20) - Most wins all-time – 224 (after end of 2011–2012 season; surpassed Kirk McLean, 211) ## Transactions - June 21, 1997 – Selected by the New York Islanders in the first round, fourth overall, in the 1997 NHL Entry Draft. - January 8, 1999 – Signed by the New York Islanders to a three-year, \$2.775 million contract. - June 24, 2001 – Traded to the Florida Panthers along with Olli Jokinen in exchange for Mark Parrish and Oleg Kvasha. - August 25, 2005 – Granted a one-year, \$3.2 million contract with the Florida Panthers by arbitration. - June 23, 2006 – Traded to the Vancouver Canucks along with Lukáš Krajíček and a sixth-round selection in the 2006 NHL Entry Draft (Sergei Shirokov) in exchange for Todd Bertuzzi, Bryan Allen, and Alex Auld. - June 29, 2006 – Signed a four-year, \$27 million contract with the Vancouver Canucks. - September 2, 2009 – Signed a 12-year, \$64 million contract extension with the Vancouver Canucks. - March 4, 2014 – Traded back to the Florida Panthers along with Steven Anthony in exchange for goalie Jacob Markstrom and forward Shawn Matthias.
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Hanged, drawn and quartered
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Legal punishment in medieval England, Wales and Ireland for men convicted of high treason
[ "English criminal law", "Execution methods", "Medieval English law", "Torture" ]
To be hanged, drawn and quartered became a statutory penalty for men convicted of high treason in the Kingdom of England from 1352 under King Edward III (1327–1377), although similar rituals are recorded during the reign of King Henry III (1216–1272). The convicted traitor was fastened to a hurdle, or wooden panel, and drawn by horse to the place of execution, where he was then hanged (almost to the point of death), emasculated, disembowelled, beheaded, and quartered. His remains would then often be displayed in prominent places across the country, such as London Bridge, to serve as a warning of the fate of traitors. For reasons of public decency, women convicted of high treason were instead burned at the stake. The same punishment applied to traitors against the king in Ireland from the 15th century onward; William Overy was hanged, drawn and quartered by Lord Lieutenant Richard Plantagenet, 3rd Duke of York in 1459, and from the reign of King Henry VII it was made part of statute law. Matthew Lambert was among the most notable Irishmen to suffer this punishment, in 1581 in Wexford. The severity of the sentence was measured against the seriousness of the crime. As an attack on the monarch's authority, high treason was considered a deplorable act demanding the most extreme form of punishment. Although some convicts had their sentences modified and suffered a less ignominious end, over a period of several hundred years many men found guilty of high treason were subjected to the law's ultimate sanction. They included many Catholic priests executed during the Elizabethan era, and several of the regicides involved in the 1649 execution of Charles I. Although the Act of Parliament defining high treason remains on the United Kingdom's statute books, during a long period of 19th-century legal reform the sentence of hanging, drawing, and quartering was changed to drawing, hanging until dead, and posthumous beheading and quartering, before being abolished in England in 1870. The death penalty for treason was abolished in 1998. ## History ### Early punishments for treason During the High Middle Ages, those in the Kingdom of England found guilty of treason were punished in a variety of ways, often including drawing and hanging. Throughout the 13th century, more severe penalties were recorded, such as disembowelling, burning, beheading, and quartering. The 13th-century English chronicler Matthew Paris described how in 1238 "a certain man at arms, a man of some education (armiger literatus)" attempted to kill King Henry III. His account records in detail how the would-be assassin was executed: "dragged asunder, then beheaded, and his body divided into three parts; each part was then dragged through one of the principal cities of England, and was afterwards hung on a gibbet used for robbers." He was apparently sent by William de Marisco, an outlaw who some years earlier had killed a man under royal protection before fleeing to Lundy Island. De Marisco was captured in 1242 and on Henry's order dragged from Westminster to the Tower of London to be executed. There he was hanged from a gibbet until dead. His corpse was disembowelled, his entrails burned, his body quartered, and the parts distributed to cities across the country. ### First recorded examples The first recorded example of the punishment in its entirety was during Edward I's reign, for the Welsh prince Dafydd ap Gruffydd in 1283 after he turned against the king and proclaimed himself Prince of Wales and Lord of Snowdon. Following the capture of Dafydd ap Gruffydd, Edward proclaimed that the "treacherous lineage" (House of Aberffraw), and princes of that "turbulent nation" (Wales) were now his prisoners. Edward summoned a parliament at Shrewsbury to discuss Dafydd's fate. On 30 September, it was decided Dafydd would be executed for what from that time onward would be termed high treason. On 3 October, Dafydd was drawn through the streets of Shrewsbury to his place of execution, attached to a horse's tail. There he was hanged until losing consciousness, then revived, disembowelled, eviscerated, and made to watch as his entrails burned before him for "sacrilege in committing his crimes in the week of Christ's passion" (Easter). Finally, Dafydd's body was cut into quarters "for plotting the king's death," and the parts were sent to different parts of his realm: the right arm to York, the left arm to Bristol, the right leg to Northampton, and the left leg to Hereford. The head was bound with iron and set on a spear at the Tower of London. In 1305, the Scottish knight Sir William Wallace, a main leader of the First War of Scottish Independence, was punished in a similar manner. He was forced to wear a crown of laurel leaves and was drawn to Smithfield, where he was hanged and beheaded. His entrails were then burned and his corpse quartered, while his head was set on London Bridge and the quarters sent to Newcastle, Berwick, Stirling, and Perth. ### Treason Act 1351 These and other executions, such as those of Andrew Harclay, 1st Earl of Carlisle, and Hugh Despenser the Younger, which each occurred during Edward II's reign, happened when acts of treason in England, and their punishments, were not clearly defined in common law. Treason was based on an allegiance to the sovereign from all subjects aged 14 or over, and it remained for the king and his judges to determine whether that allegiance had been broken. Edward III's justices had offered somewhat overzealous interpretations of what activities constituted treason, "calling felonies treasons and afforcing indictments by talk of accroachment of the royal power", prompting parliamentary demands to clarify the law. Edward therefore introduced the Treason Act 1351. It was enacted at a time in English history when a monarch's right to rule was indisputable and was therefore written principally to protect the throne and sovereign. The new law offered a narrower definition of treason than had existed before and split the old feudal offence into two classes. Petty treason referred to the killing of a master (or lord) by his servant, a husband by his wife, or a prelate by his clergyman. Men guilty of petty treason were drawn and hanged, whereas women were burned. High treason was the most egregious offence an individual could commit. Attempts to undermine the king's authority were viewed with as much seriousness as if the accused had attacked him personally, which itself would be an assault on his status as sovereign and a direct threat to his right to govern. As this might undermine the state, retribution was considered an absolute necessity and the crime deserving of the ultimate punishment. The practical difference between the two offences was therefore in the consequence of being convicted; rather than being drawn and hanged, men were to be hanged, drawn, and quartered, while for reasons of public decency (their anatomy being considered inappropriate for the sentence), women were instead drawn and burned. The Act declared that a person had committed high treason if they were: - compassing or imagining the death of the king, his wife or his eldest son and heir; - violating the king's wife, his eldest daughter if she was unmarried, or the wife of his eldest son and heir; - levying war against the king in his realm; - adhering to the king's enemies in his realm, giving them aid and comfort in his realm or elsewhere; - counterfeiting the Great Seal or the Privy Seal, or the king's coinage; - knowingly importing counterfeit money; - killing the Chancellor, Treasurer or one of the king's Justices while performing their offices. The Act did not limit the king's authority in defining the scope of treason. It contained a proviso giving English judges discretion to extend that scope whenever required, a process more commonly known as constructive treason. It also applied to subjects overseas in British colonies in the Americas, but the only documented incident of an individual there being hanged, drawn, and quartered was that of Joshua Tefft, an English colonist accused of having fought on the side of the Narragansett during the Great Swamp Fight. He was executed in January 1676. Later sentences resulted either in a pardon or a hanging. ### Treason Act 1695 Edward Stafford, 3rd Duke of Buckingham, was executed on 17 May 1521 for the crime of treason. The wording of his sentence has survived and indicates the precision with which the method of execution was described; he was to be "laid on a hurdle and so drawn to the place of execution, and there to be hanged, cut down alive, your members to be cut off and cast in the fire, your bowels burnt before you, your head smitten off, and your body quartered and divided at the King's will, and God have mercy on your soul." The original 1351 Act required only one witness to convict a person of treason, although in 1547 this was increased to two. Suspects were first questioned in private by the Privy Council before they were publicly tried. They were allowed no witnesses or defence counsel, and were generally presumed guilty from the outset. This meant that for centuries anyone accused of treason was at a severe legal disadvantage, a situation that lasted until the late 17th century, when several years of politically motivated treason charges made against Whig politicians prompted the introduction of the Treason Act 1695. This allowed a defendant counsel, witnesses, a copy of the indictment, and a jury, and when not charged with an attempt on the monarch's life, to be prosecuted within three years of the alleged offence. ## Execution of the sentence Once sentenced, malefactors were usually held in prison for a few days before being taken to the place of execution. During the High Middle Ages this journey may have been made tied directly to the back of a horse, but it subsequently became customary for the victim to be fastened instead to a wicker hurdle, or wooden panel, itself tied to the horse. Historian Frederic William Maitland thought that this was probably to "[secure] for the hangman a yet living body". The use of the word drawn, as in "to draw", has caused a degree of confusion. One of the Oxford English Dictionary's definitions of draw is "to draw out the viscera or intestines of; to disembowel (a fowl, etc. before cooking, a traitor or other criminal after hanging)", but this is followed by "in many cases of executions it is uncertain whether this, or [to drag (a criminal) at a horse's tail, or on a hurdle or the like, to the place of execution; formerly a legal punishment of high treason], is meant. The presumption is that where drawn is mentioned after hanged, the sense is as here." Historian Ram Sharan Sharma arrived at the same conclusion: "Where, as in the popular hung, drawn and quartered [use] (meaning facetiously, of a person, completely disposed of), drawn follows hanged or hung, it is to be referred to as the disembowelling of the traitor." Sharma is not the only historian to support this viewpoint as the phrase, "hanged until dead before being drawn and quartered", occurs in a number of relevant secondary publications. The historian and author Ian Mortimer disagrees. In an essay published on his website, he writes that the separate mention of evisceration is a relatively modern device, and that while it certainly took place on many occasions, the presumption that drawing means to disembowel is spurious. Instead, drawing (as a method of transportation) may be mentioned after hanging because it was a supplementary part of the execution. Some reports indicate that during Queen Mary I's reign bystanders were vocal in their support: while in transit, convicts sometimes suffered directly at the hands of the crowd. William Wallace was whipped, attacked and had rotten food and waste thrown at him, and the priest Thomas Pilchard was reportedly barely alive by the time he reached the gallows in 1587. Others found themselves admonished by "zealous and godly men"; it became customary for a preacher to follow the condemned, asking them to repent. According to Samuel Clarke, the Puritan clergyman William Perkins (1558–1602) once managed to convince a young man at the gallows that he had been forgiven, enabling the youth to go to his death "with tears of joy in his eyes ... as if he actually saw himself delivered from the hell which he feared before, and heaven opened for receiving his soul." After the king's commission had been read aloud, the crowd was normally asked to move back from the scaffold before being addressed by the convict. While these speeches were mostly an admission of guilt (although few admitted treason), still they were carefully monitored by the sheriff and chaplain, who were occasionally forced to act; in 1588, Catholic priest William Dean's address to the crowd was considered so inappropriate that he was gagged almost to the point of suffocation. Questions on matters of allegiance and politics were sometimes put to the prisoner, as happened to Edmund Gennings in 1591. He was asked by priest hunter Richard Topcliffe to "confess his treason", but when Gennings responded "if to say Mass be treason, I confess to have done it and glory in it", Topcliffe ordered him to be quiet and instructed the hangman to push him off the ladder. Sometimes the witness responsible for the condemned man's execution was also present. A government spy, John Munday, was in 1582 present for the execution of Thomas Ford. Munday supported the sheriff, who had reminded the priest of his confession when he protested his innocence. The sentiments expressed in such speeches may be related to the conditions encountered during imprisonment. Many Jesuit priests suffered badly at the hands of their captors but were frequently the most defiant; conversely, those of a higher station were often the most apologetic. Such contrition may have arisen from the sheer terror felt by those who thought they might be disembowelled rather than simply beheaded as they would normally expect, and any apparent acceptance of their fate may have stemmed from the belief that a serious, but not treasonable act, had been committed. Good behaviour at the gallows may also have been due to a convict's desire for his heirs not to be disinherited. The condemned were occasionally forced to watch as other traitors, sometimes their confederates, were executed before them. The priest James Bell was in 1584 made to watch as his companion, John Finch, was "a-quarter-inge." Edward James and Francis Edwardes were made to witness Ralph Crockett's execution in 1588, in an effort to elicit their co-operation and acceptance of Elizabeth I's religious supremacy before they were themselves executed. Normally stripped to the shirt with their arms bound in front of them, prisoners were then hanged for a short period, either from a ladder or cart. On the sheriff's orders the cart would be taken away (or if a ladder, turned), leaving the man suspended in mid-air. The aim was usually to cause strangulation and near-death, although some victims were killed prematurely, the priest John Payne's death in 1582 being hastened by a group of men pulling on his legs. Conversely, some, such as the deeply unpopular William Hacket (d. 1591), were cut down instantly and taken to be disembowelled and normally emasculated—the latter, according to Sir Edward Coke, to "show his issue was disinherited with corruption of blood." A victim still conscious at that point might have seen his entrails burned, before his heart was removed and the body decapitated and quartered (chopped into four pieces). The regicide Major-General Thomas Harrison, after being hanged for several minutes and then cut open in October 1660, was reported to have leaned across and hit his executioner—resulting in the swift removal of his head. His entrails were thrown onto a nearby fire. John Houghton was reported to have prayed while being disembowelled in 1535, and in his final moments to have cried "Good Jesu, what will you do with my heart?" Executioners were often inexperienced and proceedings did not always run smoothly. In 1584, Richard White's executioner removed his bowels piece by piece, through a small hole in his belly, "the which device taking no good success, he mangled his breast with a butcher's axe to the very chine most pitifully." At his execution in January 1606 for his involvement in the Gunpowder Plot, Guy Fawkes managed to break his neck by jumping from the gallows. No records exist to demonstrate exactly how the corpse was quartered, although an engraving of the quartering of Sir Thomas Armstrong in 1684 shows the executioner making vertical cuts through the spine and removing the legs at the hip. The distribution of Dafydd ap Gruffydd's remains was described by Herbert Maxwell: "the right arm with a ring on the finger in York; the left arm in Bristol; the right leg and hip at Northampton; the left [leg] at Hereford. But the villain's head was bound with iron, lest it should fall to pieces from putrefaction, and set conspicuously upon a long spear-shaft for the mockery of London." After the execution in 1660 of several of the regicides involved in the death of King Charles I eleven years earlier, the diarist John Evelyn remarked: "I saw not their execution, but met their quarters, mangled, and cut, and reeking, as they were brought from the gallows in baskets on the hurdle." Such remains were typically parboiled and displayed as a gruesome reminder of the penalty for high treason, usually wherever the traitor had conspired or found support. Salt and cumin seed would be added during the boiling process: the salt to prevent putrefaction, and the cumin seed to prevent birds pecking at the flesh. The head was often displayed on London Bridge, for centuries the route by which many travellers from the south entered the city. Several eminent commentators remarked on the displays. In 1566 Joseph Justus Scaliger wrote that "in London there were many heads on the bridge ... I have seen there, as if they were masts of ships, and at the top of them, quarters of men's corpses." In 1602 the Duke of Pommerania-Stettin emphasised the ominous nature of their presence when he wrote "near the end of the bridge, on the suburb side, were stuck up the heads of thirty gentlemen of high standing who had been beheaded on account of treason and secret practices against the Queen." The practice of using London Bridge in this manner ended following the hanging, drawing, and quartering in 1678 of William Staley, a victim of the fictitious Popish Plot. His quarters were given to his relatives, who promptly arranged a "grand" funeral; this incensed the coroner so much that he ordered the body to be dug up and set upon the city gates. Staley's was the last head to be placed on London Bridge. ## Later history Another victim of the Popish Plot, Oliver Plunkett, the Archbishop of Armagh, was hanged, drawn, and quartered at Tyburn in July 1681. His executioner was bribed so that Plunkett's body parts were saved from the fire; the head is now displayed at St Peter's Church in Drogheda. Francis Towneley and several other captured Jacobite officers involved in the Jacobite Rising of 1745 were executed, but by then the executioner possessed some discretion as to how much they should suffer and thus they were killed before their bodies were eviscerated. The French spy François Henri de la Motte was hanged in 1781 for almost an hour before his heart was cut out and burned, and the following year David Tyrie was hanged, decapitated, and then quartered at Portsmouth, being the last person to be executed with this method. Pieces of his corpse were fought over by members of the 20,000-strong crowd there, some making trophies of his limbs and fingers. In 1803 Edward Despard and six co-conspirators in the Despard Plot were sentenced to be hanged, drawn, and quartered. Before they were hanged and beheaded at Horsemonger Lane Gaol, they were first placed on sledges attached to horses, and ritually pulled in circuits around the gaol yards. Their execution was attended by an audience of about 20,000. A contemporary report describes the scene after Despard had made his speech: > This energetic, but inflammatory appeal, was followed by such enthusiastic plaudits, that the Sheriff hinted to the Clergyman to withdraw, and forbade Colonel Despard to proceed. The cap was then drawn over their eyes, during which the Colonel was observed again to fix the knot under his left ear, and, at seven minutes before nine o'clock the signal being given, the platform dropped, and they were all launched into eternity. From the precaution taken by the Colonel, he appeared to suffer very little, neither did the others struggle much, except Broughton, who had been the most indecently profane of the whole. Wood, the soldier, died very hard. The Executioners went under, and kept pulling them by the feet. Several drops of blood fell from the fingers of Macnamara and Wood, during the time they were suspended. After hanging thirty-seven minutes, the Colonel's body was cut down, at half an hour past nine o'clock, and being stripped of his coat and waistcoat, it was laid upon saw-dust, with the head reclined upon a block. A surgeon then in attempting to sever the head from the body by a common dissecting knife, missed the particular joint aimed at, when he kept haggling it, till the executioner was obliged to take the head between his hands, and to twist it several times round, when it was with difficulty severed from the body. It was then held up by the executioner, who exclaimed—"Behold the head of EDWARD MARCUS DESPARD, a Traitor!" The same ceremony followed with the others respectively; and the whole concluded by ten o'clock. At the burnings of Isabella Condon in 1779 and Phoebe Harris in 1786, the sheriffs present inflated their expenses; in the opinion of Simon Devereaux they were probably dismayed at being forced to attend such spectacles. Harris's fate prompted William Wilberforce to sponsor a bill which if passed would have abolished the practice, but as one of its proposals would have allowed the anatomical dissection of criminals other than murderers, the House of Lords rejected it. The burning in 1789 of Catherine Murphy, a counterfeiter, was impugned in Parliament by Sir Benjamin Hammett. He called it one of "the savage remains of Norman policy". Amidst a growing tide of public disgust at the burning of women, Parliament passed the Treason Act 1790, which for women guilty of treason substituted hanging for burning. It was followed by the Treason Act 1814, introduced by Samuel Romilly, a legal reformer. Influenced by his friend, Jeremy Bentham, Romilly had long argued that punitive laws should serve to reform criminal behaviour and that far from acting as a deterrent, the severity of England's laws was responsible for an increase in crime. When appointed the MP for Queensborough in 1806 he resolved to improve what he described as "Our sanguinary and barbarous penal code, written in blood". He managed to repeal the death penalty for certain thefts and vagrancy, and in 1814 proposed to change the sentence for men guilty of treason to being hanged until dead and the body left at the king's disposal. However, when it was pointed out that this would be a less severe punishment than that given for murder, he agreed that the corpse should also be decapitated, "as a fit punishment and appropriate stigma." This is what happened to Jeremiah Brandreth, leader of a 100-strong contingent of men in the Pentrich rising and one of three men executed in 1817 at Derby Gaol. As with Edward Despard and his confederates the three were drawn to the scaffold on sledges before being hanged for about an hour, and then on the insistence of the Prince Regent were beheaded with an axe. The local miner appointed to the task of beheading them was inexperienced though, and having failed with the first two blows, completed his job with a knife. As he held the first head up and made the customary announcement, the crowd reacted with horror and fled. A different reaction was seen in 1820, when amidst more social unrest five men involved in the Cato Street Conspiracy were hanged and beheaded at Newgate Prison. Although the beheading was performed by a surgeon, following the usual proclamation the crowd was angry enough to force the executioners to find safety behind the prison walls. The plot was the last crime for which the sentence was applied. Reformation of England's capital punishment laws continued throughout the 19th century, as politicians such as John Russell, 1st Earl Russell, sought to remove from the statute books many of the capital offences that remained. Robert Peel's drive to ameliorate law enforcement saw petty treason abolished by the Offences against the Person Act 1828, which removed the distinction between crimes formerly considered as petty treason, and murder. The Royal Commission on Capital Punishment 1864–1866 recommended that there be no change to treason law, quoting the "more merciful" Treason Felony Act 1848, which limited the punishment for most treasonous acts to penal servitude. Its report recommended that for "rebellion, assassination or other violence ...we are of opinion that the extreme penalty must remain", although the most recent occasion (and ultimately, the last) on which anyone had been sentenced to be hanged, drawn, and quartered was in November 1839, following the Chartist Newport Rising—and those men sentenced to death were instead transported. The report highlighted the changing public mood toward public executions (brought about in part by the growing prosperity created by the Industrial Revolution). Home Secretary Spencer Horatio Walpole told the commission that executions had "become so demoralizing that, instead of its having a good effect, it has a tendency rather to brutalize the public mind than to deter the criminal class from committing crime". The commission recommended that executions should be performed privately, behind prison walls and away from the public's view, "under such regulations as may be considered necessary to prevent abuse, and to satisfy the public that the law has been complied with." The practice of executing murderers in public was ended two years later by the Capital Punishment Amendment Act 1868, introduced by Home Secretary Gathorne Hardy, but this did not apply to traitors. An amendment to abolish capital punishment completely, suggested before the bill's third reading, failed by 127 votes to 23. Hanging, drawing, and quartering was abolished in England by the Forfeiture Act 1870, Liberal politician Charles Forster's second attempt since 1864 to end the forfeiture of a felon's lands and goods (thereby not making paupers of his family). The Act limited the penalty for treason to hanging alone, although it did not remove the monarch's right under the 1814 Act to replace hanging with beheading. Beheading was abolished in 1973, although it had long been obsolete; the last person on British soil to be beheaded was Simon Fraser, 11th Lord Lovat in 1747. The death penalty for treason was abolished by the Crime and Disorder Act 1998, enabling the UK to ratify protocol six of the European Convention on Human Rights in 1999. ## In the United States In some of the places where the American War of Independence developed into a fierce civil war among American factions, there are recorded cases of both sides resorting to hanging, drawing, and quartering – both Loyalists and Patriots finding reasons to construe their opponents as being "traitors" deserving of such a fate. ## See also - Dismemberment - List of people hanged, drawn and quartered
18,973,752
Coccinellidae
1,172,365,103
Family of beetles
[ "Beetle families", "Biological pest control beetles", "Coccinellidae", "Extant Eocene first appearances", "Insects in culture", "Insects used as insect pest control agents", "Taxa named by Pierre André Latreille" ]
Coccinellidae (/ˌkɒksɪˈnɛlɪdiː/) is a widespread family of small beetles. They are commonly known as ladybugs in North America and ladybirds in the United Kingdom; "lady" refers to mother Mary. Entomologists use the names ladybird beetles or lady beetles to avoid confusion with true bugs. The more than 6,000 described species have a global distribution and are found in a variety of habitats. They are oval beetles with a domed back and flat underside. They are sexually dimorphic; adult females are larger than males. Many of the species have conspicuous aposematic (warning) colours and patterns, such as red with black spots, that warn potential predators that they taste bad. Most coccinellid species are carnivorous predators, preying on insects such as aphids and scale insects. They are also known to consume non-animal matter, including plants and fungi. They are promiscuous breeders, reproducing in spring and summer in temperate regions and during the wet season in tropical regions. Many species lay their eggs near colonies of prey, providing their larvae with a food source. Like most insects, they develop from larva to pupa to adult. Temperate species hibernate and diapause during the winter; tropical species are dormant during the dry season. Coccinellids migrate between dormancy and breeding sites. Since they prey on agricultural pests, most coccinellids are considered beneficial insects. Several species have been introduced outside their range as biological control agents, with varying degrees of success. Some species are pests themselves and can infest people's homes, particularly in winter. Invasive species like Harmonia axyridis pose a threat to native ones. Other threats to coccinellids include climate change and habitat destruction. These insects have played roles in folklore, religion and poetry, and are particularly popular in nursery rhymes. ## Etymology The name Coccinellidae, created by Pierre André Latreille in 1807, is derived from the Latin word coccineus meaning . The common English name ladybird originated in Britain where the insects became known as "Our Lady's birds". Mary ("Our Lady") was often depicted wearing a red cloak in early art, and the seven spots of the species Coccinella septempunctata (the most common in Europe) were said to represent her seven joys and seven sorrows. In the United States, the name was popularly adapted to ladybug. Entomologists prefer the names ladybird beetles or lady beetles to avoid confusion with true bugs. Names in some other countries may be similar; for example, in Germany they are known as Marienkäfer meaning or . ## Description Coccinellids range in size from 0.8 to 18 mm (0.03–0.7 in). Females tend to be larger than males. They are generally oval with domed backs and flattened undersides. They have large compound eyes and clubbed antennae with seven to eleven segments. The powerful mandibles (equivalent to jaws) typically have pairs of "teeth" which face each other. The coccinellid prothorax (front of thorax) is broad and convex, and can cover the back of the head. Being beetles, they have hardened, non-overlapping forewings, known as elytrons, which cover up the more fragile hindwings when the insects are not in flight. Their legs are relatively short, with a tarsal formula of 4-4-4 or 3-3-3. The tarsus (end of leg) has two claws at the tip. As adults, these beetles differ from their closest relatives with the following morphological characteristics: - Five pairs of spiracles (holes) on the abdomen - A tentorium (internal supports inside the head) with separated branches at the front and no bridge - No line dividing the frons and clypeus (frontoclypeal suture) - Maxillary palps with non-needle-shaped tips, - Divided galea and lacinia (lobes at the end of the mouthparts) - Smaller molar (flattened) area of the mandible - Coxal cavities (holes where the leg articulates with the thorax) that open from the back in the front of the thorax and from the front in the middle of the thorax - Epimeron (corner plates) on the metathorax with parallel edges - Lines on the second abdominal sternum - Tube-shaped, siphon-like genitalia in the male Coccinellids are often distinctively coloured and patterned. The elytron may be light with dark spots or dark with light spots. Light areas are typically yellow, red, orange or brown, and the spots vary in size and shape and numbers. Some species have striped or checkered patterns. The pigment carotene creates the lighter colours, and melanins create darker colours. Other parts of the body also vary in colouration. These colour patterns typically serve as warning colouration, but some can act as camouflage, attract mates or even regulate heat. Several individual species may display polymorphism and even change colour between seasons. Coccinellid larvae are elongated with square heads. They are covered in hairs or setae, the abdominal segments, in particular, each having six divided into pairs, and one to three segmented antennae. Their colouration varies from grey, blue-grey, grey-brown or brown and spotted with white, yellow, red or orange. They tend to brighten as they get closer to adulthood. ## Evolution ### Fossil history Over 6,000 living species of Coccinellidae have been described. They are sparsely preserved in the fossil record. Although molecular clock estimates have placed their origin in the Cretaceous, the oldest fossils of the group are known from the Oise amber of France, dating to the Early Eocene (Ypresian) around 53 million years ago, which belong to the extant genera Rhyzobius and Nephus. The greatest number of fossils comes from the younger Eocene Baltic amber, including members of the extant genera Serangium and Rhyzobius as well as extinct genera belonging to the tribes Microweiseini (Baltosidis) and Sticholotidini (Electrolotis). ### Phylogeny The Coccinellidae are within the superfamily Coccinelloidea, which in turn is part of the infraorder Cucujiformia, a group containing most of the plant-eating beetles. The ladybirds form the majority of the species in the Coccinelloidea; many of the rest are fungus-feeding beetles or scavengers. Coccinellidae have historically been divided into up seven subfamilies (Chilocorinae, Coccidulinae, Coccinellinae, Epilachninae, Microweiseinae, Scymninae and Sticholotidinae) and 35 tribes based on morphology. However, genetics studies have called into question the monophyly (single ancestry) of most of these subfamilies. The monophyly of Coccinellinae has the most support. A 2021 genetic study sampling many species, identified three subfamilies, Microweiseinae (with three tribes), Coccinellinae (26 tribes) and a newly identified group, the Monocoryninae (one tribe). All three subfamilies were strongly supported, but the study noted that although the tribes are mostly monophyletic, their relationships are only weakly supported. The study suggests that the crown group appeared some 143 Mya in the Early Cretaceous, and that the group diversified rapidly during the Late Cretaceous, perhaps because the growth in diversity of angiosperm plants then encouraged the radiation of insects of the clade Sternorrhyncha such as aphids, on which ladybirds could feed. An earlier 2009 study concluded that consumption of scale insects is the most basal diet of Coccinellidae. Aphid-eating evolved three separate times and leaf-eating evolved twice, one of which evolved from a clade that contains both aphid-eating and pollen-eating. The fungi-eating also evolved from aphid-eating. ## Biology and ecology ### Flight Coccinellids mostly fly during the day. Springy, cylindrical veins in the hindwings stiffen when in flight and bend when folding. Folding of the wings is further aided by creases in the membrane. These beetles may migrate long distances to hibernation and breeding sites, and areas with more food. They appear to be drawn to recognisable landmarks. The more crowded an area is, the more individuals leave, but will remain if there are enough prey species to feed on. "Trivial flights" refer to flying while foraging or when finding a place to lay eggs. One study of species in Britain found that coccinellids can fly as far as 120 km (75 mi). They flew at speeds of 30 km/h (19 mph) and could reach altitudes close to 1,100 m (3,600 ft). ### Life cycle In temperate climates, coccinellids typically breed from late spring to early summer. In warmer temperate regions, reproduction may occur in spring, fall and winter; tropical species reproduce during the wet season. Mating is promiscuous. In some species, females appear to be selective in their partners, preferring males of a certain size and colour. Males produce sperm packets each with 14,000 sperm, and insert three of them into the female, even though she can only hold 18,000 sperm. This is likely a form of sperm competition. Like other insects, coccinellids develop from egg, to larva, to pupa and finally adult. Eggs tend to be bright yellow, and the females lay them close together, standing upright and near where they can access food. The number of eggs in a cluster can vary depending on the species; it is typically in the double digits but some species can lay over a thousand eggs in their lifetime. After hatching, the larvae will begin eating, including the other eggs in their clutch. Certain species lay extra infertile trophic eggs with the fertile eggs, providing a backup food source for the larvae when they hatch. The ratio of infertile to fertile eggs increases with scarcity of food at the time of egg laying. Larvae typically have four instar stages with three moults between them. The larva eventually transitions into a pupa; which involves the development of a hunch, the fusion of the legs to the body, and the attachment of the posterior to the surface. Pupae may be uncovered, partially covered or fully covered by larval skin depending on the species. The pupa is mostly immobile, but the head can move in response to irritation. When the adult emerges, it has its hindwings, while the elytron starts out softer and lighter in colour, with no patterns. The length of each development stage varies based on climate and between species. For Adalia bipunctata, eggs hatch after four to eight days, the larva stage lasts around three weeks and the pupa lasts seven to ten days. Adult coccinellids develop much of their final colouration within hours, but may not fully darken for weeks or months. The lifespan of an adult reaches up to a year. In temperate areas, coccinellids may hibernate or enter diapause during the winter. Individuals during this period gather in clumps, large or small depending on the species. Overwintering insects can be found both in lowland areas, aggregating under dead vegetation, and at the tops of hills, hibernating under rocks and on grass tussocks. In areas with particularly hot summers, the insects experience summer dormancy or aestivation; in the tropics, coccinellids enter dormancy during the dry season. ### Trophic roles Coccinellids act both as predators, prey and parasitic hosts in food webs. The majority of coccinellids are carnivorous and predatory, typically preying on Sternorrhyncha insects like aphids, scale insects, whiteflies, psyllids and adelgids. Some species feed on the larvae of moths and other beetles, as well as mites. Since much of their prey are agricultural pests, coccinellids are considered to be beneficial insects. A 2009 metastudy by Hodek and Honěk found that aphid-eaters constituted around 68 percent of species that live in temperate areas but only 20 percent of species worldwide. Around 36 percent of total species mostly feed on scale insects. Larvae and adults eat the same foods, unlike in other insect groups. Ladybird species vary in dietary specificity. An example of a specialist species is those of the genus Stethorus, which feed on spider mites. Aphid-eaters tend to be generalist; they have a high voracity and can multiply quickly in response to outbreaks, and switch to other prey when the ephemeral aphids become scarce. Predators of scale insects tend to be less voracious and are slower breeders and developers; matching their prey. Under pressure from coccinellid predation, aphid species have evolved to become more toxic, forcing coccinellids to develop immunities. Coccinellid predators of aphids need to defend themselves against ants that tend and defend aphids for their honeydew, and coccinellid eggs laid near aphids are disposed of. Some species including Coccinella magnifica and Diomus have adapted to grow within ant nests as larvae, and some like Diomus thoracicus are predators of the brood of the ant Wasmannia auropunctata. Cannibalism has been recorded in several species; which includes larvae eating eggs or other larvae, and adults feeding on individuals of any life stage. Some coccinellids are mostly non-predatory, such as some species in the genera Epilachna and Henosepilachna. The majority of predatory species may also supplement their diet with other sources of food both in their larval and adult stages. Non-animal matter consumed include leaves, pollen, nectar, sap, fungi, and honeydew. Members of the tribe Halyziini of the subfamily Coccinellinae are obligate fungus feeders. Coccinellids of any lifestage are preyed on by predators such as birds, spiders, ants and lacewings. They are also hosts for parasites, including some flies, ticks, mites, hymenopterans and nematodes, and pathogens, including bacteria, fungi and protozoa. Wolbachia bacteria infects eggs and kills male zygotes. The promiscuity of Coccinellids has led to their being affected by sexually transmitted diseases. ### Defense The bright warning colouration of many coccinellids discourage potential predators, warning of their toxicity. A 2015 study of five ladybird species found that their colouration honestly signalled their toxicity, implying the warning is genuine. Species with more contrast with the background environment tended to be more toxic. Coccinellid haemolymph (blood) contains toxic alkaloids, azamacrolides and polyamines, as well as foul-smelling pyrazines. Coccinellids can produce at least 50 types of alkaloids. When disturbed, ladybirds further defend themselves with reflex bleeding, exuding drops from their tibio-femoral (knee) joints, effectively presenting predators with a sample of their toxic and bitter body fluid. Predator-deterring poisons are particularly important for the immobile pupa. Access to food can affect the concentration of both pigments and toxins. The similarity of coccinellid patterning in red and orange with black markings has led to suggestions that they and some species of chrysomelids form Müllerian mimicry rings particularly to defend them from birds. Despite their chemical defenses, coccinellids are preyed on by some clerid beetles in the genus Enoclerus, several species of which are brightly coloured in red and black, and which possibly sequester the toxins of the prey to defend themselves against other predators. As an anti-predator defense, spiders of the genus Eresus, known as ladybird spiders, have evolved to replicate the patterns of coccinellids. This is a form of Batesian mimicry, as the spiders lack the chemicals. This resemblance is limited to adult male spiders which are actively searching for females and exposed – unlike the females and young, which remain sheltered in burrows. ## Distribution and status Coccinellidae are found on every continent except Antarctica. Asian and African species are less studied than others. Coccinellids can be found in a variety of habitats, both on the ground and in the trees. They may specialise using certain plants. Some species can live in extreme environments such as high mountains, arid deserts and cold regions. Several of the most famous species have wide ranges, but others are more endemic and possibly threatened. Threats to coccinellids include climate change, agriculture, urbanisation, and invasive species. Coccinellid biodiversity will likely be affected by the rising of both average temperatures and heat fluctuations. Climate change may lead to smaller larvae, as well as increase energy and metabolic needs and interspecific predation. Agriculture and urbanisation threatens these insects though habitat destruction and homogenisation and the use of pesticides. Invasive threats include other coccinellids, particularly C. septempunctata in North America and H. axyridis globally. These invaders outcompete the native species as well as eat their eggs. As of 2022, the IUCN Red List does not list the conservation status for any coccinellid, though there is an IUCN SSC Ladybird Specialist Group. Conservationists have suggested several measures for protecting the insects, including citizen science and education programs, habitat preservation and restoration, prevention of the spread of invasive species and a global monitoring program. ## Relationship to humans ### Biological control Coccinellids have been valued in biological pest control, as they prey on agricultural pests such as aphids and scale insects. Their importance in controlling pests was noted as far back as 1814 in England. Their efficiency can vary: sometimes they have a relatively small effect on aphid populations; at others they cause significant seasonal declines. Several species have been introduced to areas outside their native range; the first being the vedalia beetle, Novius cardinalis. The larva of the species was introduced to California in 1887 from Australia, to protect citrus trees from cottony cushion scale. The project was markedly successful, costing \$1,500 in 1889, making it "a textbook example of the great potential of classical biological control as a tactic for suppressing invasive pests." The beetle was then used in 29 countries, again with success; reasons for this include its high prey specificity, fast development, multiple generations each year, efficient discovery of host patches, and larval development completed on a single host insect. There have been many further attempts to use ladybird species against pests, with varying degrees of success. Scale insect-eating coccinellids have been more successfully used than aphid predators. Out of 155 deliberate introductions meant to control aphids by the year 2000, only one was deemed to be "substantially successful". This is due to aphid-eating species being fast-breeding, generalist and voracious, and thus difficult to control. ### As pests Coccinellids can also act as pests. Harmonia axyridis is native to East Asia, but has been introduced to the Americas, Europe and Africa. In North America, this species begins to appear indoors in the autumn when they leave their summer feeding sites to search out places to stay for winter. Typically, when temperatures warm to the mid-60s °F (around 18 °C) in the late afternoon, they swarm onto or into buildings illuminated by the sun from nearby fields and forests. After an abnormally long period of hot, dry weather in the summer of 1976 in the UK, a marked increase in the aphid population was followed by a "plague" of the native Coccinella septempunctata; there were many reports of people being bitten as the supply of aphids dwindled. H. axyridis, C. septempunctata and Hippodamia convergens are the most common causes of ladybird taint in wine. As few as 1.3 to 1.5 coccinellids per 1 kilogram (2.2 lb) of grapes can affect wine quality when they are present during the wine-making process. The Mexican bean beetle is an agricultural pest as it primarily feeds on plants, especially legumes, instead of insects. ### In culture Coccinellids have had important roles in culture and religion, being associated with luck, love, fertility and prophecy. "Ladybird" is an affectionate term for someone, such as a loved one. In European folklore, an insect acts as a matchmaker, crawling on a woman and then flying to their true love. Coccinellids have been said to predict the future, particularly weather conditions and how well the crops will grow. In Christianity, coccinellids have been seen as the literal gatekeepers of Heaven. A Swedish name for the insects, Himmelska nycla, means "Keys of Heaven". Jews have referred to the insects as the "Cow of Moses our Teacher". The Cherokee have revered them as the "Great Beloved Woman"; this was used as a title for the highest-ranking woman in the government, who would be painted in the colours and patterns of the insect during ceremonies. Coccinellids have been popularly featured in poems and nursery rhymes, the most famous being Ladybird! Ladybird!. This has come in several forms, including: > > Ladybird, ladybird, fly away home, Thy house is on fire, thy children all roam, Except little Nan, who sits on her pan, Weaving gold laces as fast as she can.
185,116
Mistle thrush
1,169,149,420
Bird in the family Turdidae from Europe, Asia and North Africa
[ "Birds described in 1758", "Birds of Central Asia", "Birds of Europe", "Birds of North Africa", "Taxa named by Carl Linnaeus", "Thrushes", "Turdus" ]
The mistle thrush (Turdus viscivorus), also spelled missel thrush, is a bird common to much of Europe, temperate Asia and North Africa. It is a year-round resident in a large part of its range, but northern and eastern populations migrate south for the winter, often in small flocks. It is a large thrush with pale grey-brown upper parts, a greyish-white chin and throat, and black spots on its pale yellow and off-white under parts. The sexes are similar in plumage, and its three subspecies show only minimal differences. The male has a loud, far-carrying song which is delivered even in wet and windy weather, earning the bird the old name of stormcock. Found in open woods, parks, hedges and cultivated land, the mistle thrush feeds on a wide variety of invertebrates, seeds and berries. Its preferred fruits include those of the mistletoe, holly and yew. Mistletoe is favoured where it is available, and this is reflected in the thrush's English and scientific names; the plant, a parasitic species, benefits from its seeds being excreted by the thrush onto branches where they can germinate. In winter, a mistle thrush will vigorously defend mistletoe clumps or a holly tree as a food reserve for when times are hard. The open cup nest is built against a trunk or in a forked branch, and is fearlessly defended against potential predators, sometimes including humans or cats. The clutch, typically of three to five eggs, is incubated for 12–15 days, mainly by the female. The chicks fledge about 14–16 days after hatching. There are normally two broods. There was a range expansion in the 18th and early 19th centuries, and a small decline in recent decades, perhaps due to changes in agricultural practices. Given its high numbers and very large range, this thrush is classified by the International Union for Conservation of Nature as being of least concern. ## Taxonomy The mistle thrush was first described by Carl Linnaeus in his 1758 10th edition of Systema Naturae under its current scientific name. Turdus is the Latin for "thrush", and viscivorus, "mistletoe eater", comes from viscum "mistletoe" and vorare, "to devour". The bird's liking for mistletoe berries is also indicated by its English name, "mistle" being an old name for the plant. There are more than 60 species of medium to large thrushes in the genus Turdus, characterised by rounded heads, longish pointed wings, and usually melodious songs. A mitochondrial DNA study identified the mistle thrush's closest relatives as the similarly plumaged song and Chinese thrushes; these three species are early offshoots from the Eurasian lineage of Turdus thrushes after they spread north from Africa. They are less closely related to other European thrush species such as the blackbird (T. merula) which are descended from ancestors that had colonised the Canary islands from Africa and subsequently reached Europe from there. At least eight subspecies have been proposed, but the differences between them are mainly clinal, with birds being paler and less densely spotted in the east of the range. The accepted subspecies as of 2000 are: - Turdus viscivorus viscivorus, named by Linnaeus, 1758, the nominate subspecies. - T. v. bonapartei, Cabanis, 1860. - T. v. deichleri, Erlanger, 1897. An isolated population in Crimea has sometimes been separated as T. v. tauricus, but this is not considered to be a valid form. Mistle thrush fossils have been found in Pleistocene deposits from Poland and Sicily. ## Description The mistle thrush is the largest thrush native to Europe. The nominate subspecies measures 27–28 cm (11–11 in) in length, with a 45 cm (18 in) wingspan. It weighs 93 to 167 g (3.3 to 5.9 oz), with an average of around 130 g (4.6 oz). It has a stocky upright posture when on the ground. It has pale grey-brown upperparts, the chin and throat are greyish-white, and the yellowish-buff breast and off-white belly are marked with round black spots. The spotting becomes denser on the lower chest, giving the appearance of a breast-band. The long tail has white tips on the outer feathers, and the underwing coverts are white. The eyes are dark brown and the bill is blackish with a yellowish base to the lower mandible. The legs and feet are yellowish-brown. There are no plumage differences between the sexes. Juveniles are similar to adults, but they have paler upperparts with creamy centres to many of the feathers and smaller spots on the yellowish underparts. By their first winter they are very similar to adults, but the underparts are usually more buff-toned. The eastern subspecies T. v. bonapartei is 30 cm (12 in) in length, and therefore slightly larger than the nominate form. It is paler grey above and whiter below, with fewer black spots. Birds of intermediate appearance are seen west of the Ob River where the range overlaps with viscivorus. The southern race T. v. deichleri resembles bonapartei in appearance, but is closer in size to the nominate viscivorus, although it has a more slender bill. Adults have a full moult after breeding, beginning between late May and the end of June, and completed by early October. Juvenile birds have a partial moult, replacing their head, body, and covert feathers; this is completed by October, although the start of the moult depends on when the chicks hatched. The mistle thrush is much larger, paler and longer-tailed than the sympatric song thrush. In the western Himalayas it could be confused with both the plain-backed and the long-tailed thrushes. These are similar to the mistle thrush, but the plain–backed thrush lacks obvious wing bars, is more rufous above than its relative, and is barred rather than spotted below. The long-tailed thrush has olive-toned upperparts, bars on its breast and two wing bars. Juvenile mistle thrushes are superficially similar to White's thrush, but that species has golden-yellow plumage, scalloped underparts and a distinctive underwing pattern. ### Voice The male mistle thrush has a loud melodious song with fluted whistles, sounding like chewee-trewuu ... trureetruuruu or similar, repeated three to six times, and used to advertise his territory, attract a mate and maintain the pair bond. The tone resembles that of the song thrush or blackbird, but compared to its relatives the mistle thrush's repertoire is less varied and the delivery is slower. The song is, however, much louder, often audible up to 2 km (2,000 yd) away. The song is given from a treetop or other elevated position mainly from November to early June. The male is most vocal in the early morning, and its tendency to sing after, and sometimes during, wet and windy weather led to the old name "stormcock". The song may be heard in any month, although it is uncommon from July to August while the thrush is moulting. The main call, given by both sexes, is a dry chattering krrrr, louder when it is alarmed or excited. It is often likened to the sound of a football rattle, a form of musical ratchet. There is also a squeaky tuk contact call. ## Distribution and habitat The mistle thrush breeds in much of Europe and temperate Asia, although it is absent from the treeless far north, and its range becomes discontinuous in southeast Europe, Turkey and the Middle East. In these warmer southern areas, it tends to be found in the milder uplands and coastal regions. Nominate T. v. viscivorus breeds in Europe and in Asia east to the Ob, beyond which it is replaced by T. v. bonapartei. The southern form T. v. deichleri is resident in North Africa, Corsica and Sardinia. The mistle thrush is a partial migrant: birds from the north and east of the range wintering in the milder areas of Europe and North Africa. Scandinavian and Russian birds start moving south from mid-September onwards, most birds wintering in Europe, western Turkey and the Middle East. Between mid-October and November, large numbers cross the Strait of Gibraltar and others pass through Cyprus, but there is hardly any migration across the North Sea. Breeding birds in the British Isles and north-west Europe are resident or move only short distances. In the Himalayas, the breeding population moves to nearby lower-altitude sites in winter. Return migration starts mainly from late March, although it can be a month earlier in the Middle East, and northern breeders may not arrive back on their territories until late April or early May. Migration may be by day or night, and typically involves individuals or small groups. Vagrant birds have occurred in the Azores, China, Crete, Faroe Islands, Iceland, Japan, Oman, Saudi Arabia, Sikkim and the United Arab Emirates. In the winter 2017/2018 the first record of a mistle thrush for North America was at Miramichi in New Brunswick. The mistle thrush is found in a wide range of habitats containing trees, including forests, plantations, hedges and town parks. In the south and east of its range, it inhabits upland coniferous woodland and the range extends above the main tree line where dwarf juniper is present. Breeding occurs at up to 600 m (2,000 ft) in the mountains of North Africa, and occasionally much higher, to 1,700 m (5,600 ft). In the highlands of Europe, its preferred altitude is from 800–1,800 m (2,600–5,900 ft). More open habitats, such as agricultural land, moors and grassy hills, are extensively used in winter or on migration. There is evidence that this species has changed its natural habitat in at least parts of its range. In Germany and elsewhere in central Europe, it was found only in coniferous forest until the mid-1920s when its range rapidly expanded, first into farmland, and then to suburbs and urban parks. The reasons for this expansion are unclear. In areas of intensive farming, such as eastern England, arable land has in turn largely been abandoned in favour of built-up areas with their greater variety of green habitats. Perhaps the most notable find of the 118th Christmas Bird Count in Canada was a single vagrant mistle thrush found in Miramichi, New Brunswick. This was the first record for this species in North America. The discovery attracted many birders from Canada and the United States; sightings continued from early December 2017 through late March 2018. ## Behaviour Mistle thrushes are found as individuals or pairs for much of the year, although families forage together in late summer, and groups may merge to form large flocks when food sources are plentiful. It is not uncommon for up to 50 thrushes to feed together at that time of year. They roost at night in trees or bushes, again typically as individuals or pairs, except in late summer or autumn when families may roost together. The mistle thrush is quite terrestrial, hopping with its head held up and body erect; when excited, it will flick its wings and tail. The flight consists of undulating bounds interspersed with glides. ### Breeding Mistle thrushes breed in the year subsequent to their hatching; they are monogamous and stay as a pair throughout the year in areas where they are not migratory. Their territories are much larger than those of blackbirds or song thrushes; although the nest territory is only about 0.6 hectares (1.5 acres), around 15–17 ha (37–42 acres) is used for feeding. Territories are normally reoccupied in subsequent years. Territories are larger in woods than in farmland. The male will attack intruders into its breeding area, including birds of prey and corvids, and sometimes cats or humans. Courtship feeding of the female by her partner has sometimes been observed. Breeding typically commences in mid-March in the south and west of Europe (late February in Britain), but not till early May in Finland. The nest is usually built in a tree in the fork of a branch or against the trunk, although hedges, ledges on buildings and cliff faces may also be used. The nest site may be up to 20 m (66 ft) above the ground, although 2–9 m (6.6–29.5 ft) is more typical. The common chaffinch often nests close to a mistle thrush, the vigilance of the chaffinch and the aggressive behaviour of the thrush benefiting both species. The thrush's nest is a large cup of sticks, dry grass, roots and moss, coated on the inside with a layer of mud and lined with fine grass and leaves. The nest is built by the female, although the male may help. Nests built early in the breeding season may be destroyed by bad weather. The clutch is typically three to five eggs (range two to six), which are usually whitish-buff or greenish-blue and are spotted with red, purple or brown. The average size of the egg is 30 mm × 22 mm (1.18 in × 0.87 in), and weighs 7.8 g (0.28 oz), of which 6% is shell. The eggs are incubated for 12–15 days, mainly by the female. The chicks are altricial and downy, and are fed by both parents. They fledge about 14–16 days after hatching. There are normally two broods, except in Siberia, where there is only one, the male feeding the fledglings from the first brood while the female sits on the second clutch. Sometimes the same nest is reused for both broods. The young are dependent on their parents for 15–20 days after fledging. In a study carried out in Britain, the survival rate for juveniles in their first year is 57 per cent, and the adult annual survival rate is 62 per cent. Life expectancy is typically three years, but the maximum age recorded from bird ringing recoveries is 21 years and 3 months for a bird shot in Switzerland. ### Feeding Mistle thrushes feed mainly on invertebrates, fruit and berries. Animal prey include earthworms, insects and other arthropods, slugs and snails. Snails are sometimes smashed on a stone "anvil", a technique also used by the song thrush. The mistle thrush has been known to kill slowworms and the young of the song thrush, blackbird and dunnock. Plant food includes the fruits and seeds of bushes and trees, mainly holly, yew, ivy and mistletoe, but also, for example, blackberry, cherry, elder, hawthorn, olive and rose. It may eat the flowers and shoots of grasses and other plants, and will take fallen apples and plums. It forages within its breeding habitat and in open fields, sometimes sharing these feeding areas with redwings or fieldfares. Young birds are initially mainly fed on invertebrates, often collected from low foliage or under bushes rather than in the grassland preferred by the adults. Adults will roam up to 1 km (approximately 1,100 yards) from the nest on pasture or ploughed land. After fledging the young may accompany their parents until the onset of winter. Individuals or pairs will defend one or more fruit-bearing trees throughout the winter, with preference shown for trees which host mistletoe, the parasitic plant from which the bird derives its name. Where mistletoe is not present, holly is the most common tree chosen. Although the thrush normally feeds on the ground and from low bushes, the defence of this resource conserves fruit for later in the season when other food items become scarce. The trees are defended against other thrushes as well as birds such as the bullfinch and great spotted woodpecker. In milder winters with an abundance of fruit, however, this strategy is less used and thrushes can be observed foraging in flocks. Conversely, in hard winters, the defender may be overwhelmed by large flocks of fieldfares, redwings or Bohemian waxwings. As its name implies, the mistle thrush is important in propagating the mistletoe, an aerial parasite, which needs its seeds to be deposited on the branches of suitable trees. The highly nutritious fruits are favoured by the thrush, which digests the flesh leaving the sticky seeds to be excreted, possibly in a suitable location for germination. ## Predators and parasites The mistle thrush is predated upon by a wide variety of birds of prey, including the boreal owl, short-eared owl, tawny owl, Ural owl, Eurasian eagle-owl, golden eagle, kestrel, common buzzard, red kite, northern goshawk, peregrine falcon, and sparrowhawk. The eggs and chicks may be targeted by cats and corvids. Parent birds exhibit fearlessness in defence of their nests, occasionally even attacking humans. The mistle thrush is not normally a host of the common cuckoo, a brood parasite. External parasites of the mistle thrush include the hen flea, the moorhen flea, the castor bean tick and the brightly coloured harvest mite. Internally, they can suffer from parasites including tapeworm, nematodes, and Syngamus merulae (a species of Gapeworm). Blood parasites can include Trypanosoma and Plasmodium species. ## Status The mistle thrush has an extensive distribution in Europe and western Asia, and its European breeding population is estimated at 9–22.2 million birds. When Asian breeders are added, this gives a global total of 12.2–44.4 million. The species was formerly more restricted in range, and rarely bred even in northern England in the 1700s. It expanded rapidly into lowland and coastal areas of Europe during the 18th century and the first half of the 19th century, colonising areas where it was formerly rare or absent, such as Ireland (where it first bred in 1807), Scotland and the Netherlands. The range also increased in Denmark, Norway, Hungary and Austria. Although the population now appears to be declining, the decrease is not rapid or large enough to trigger conservation vulnerability criteria. Given its high numbers and very large range, this thrush is therefore classified by the International Union for Conservation of Nature as being of least concern. The perceived decline may be due to the loss of invertebrate-rich pastures and mixed farms through conversion to arable agriculture or more intensively managed grassland. Adult survival, clutch size and fledging success are all lower in arable landscapes than in areas with extensive pasture. In Finland, the loss of ancient forests is thought to have led to a local decline. ## In culture Desiderius Erasmus's early sixteenth-century collection of Latin proverbs included Turdus malum sibi ipse cacat, (the thrush himself excretes his own trouble), which refers to the use of the sticky mistletoe berries favoured by this species as an ingredient in birdlime, used to trap birds. The thrush was seen to be thus spreading the seeds of his own destruction. Mistle Thrush and Alpine Chough, by Giovanni da Udine, an artist who worked in Raphael's studio in the 16th century, was a sketch for his Bird with Garland and Fruit, and this in turn was the basis for a Raphael fresco in the Apostolic Palace. The early Renaissance poem "The Harmony of Birds" features a thrusshe (mistle thrush) singing the phrase "sanctus, sanctus", distinguishing the bird from the song thrush, the mauys or throstle. The song of the mistle thrush is also described in Thomas Hardy's "Darkling Thrush" and Edward Thomas's "The Thrush". The loud call of this common and conspicuous bird also led to many old or local names, including "screech", "shrite" and "gawthrush". Other names, including "stormcock" referred to its willingness to sing in wind and rain. "Holm thrush", "hollin cock" and "holm cock" are based on obsolete names for the holly tree, which may be defended by the thrush in winter for its berries. In Frances Hodgson Burnett's The Secret Garden, Dickon reassures Mary Lennox that he will keep his knowledge of the garden secret by comparing her to a mistle thrush in defence of its nest, recognising his privilege in sharing her secret: "If tha' was a missel thrush an' showed me where thy nest was, does tha' think I'd tell any one? Not me," he said. "Tha' art as safe as a missel thrush." The final verse of the Jethro Tull song "Jack-in-the-Green" from their album Songs from the Wood mentions the bird in the lines "Oh, the mistlethrush is coming. Jack, put out the light." The bird also features in the lyrics of The Decemberists' song "Won't Want for Love (Margaret in the Taiga)" from their 2009 album The Hazards of Love: "Mistlethrush, Mistlethrush, Lay me down in the underbrush, My naked feet grow weary with the dusk". ## General bibliography - (Catalogue for the Exhibition "Raphael to Renoir: Drawings from the Collection of Jean Bonna", held at The Metropolitan Museum of Art, New York, from 21 January to 26 April 2009, and at the National Gallery of Scotland, Edinburgh, from 5 June to 6 September 2009)
4,896,496
Attalus I
1,173,842,502
Ruler of Pergamon from 241–197 BC
[ "197 BC deaths", "269 BC births", "3rd-century BC Greek people", "3rd-century BC monarchs", "Ancient Greek chariot racers", "Ancient Olympic competitors", "Cybele", "First Macedonian War", "Kings of Pergamon", "People from Pergamon", "Second Macedonian War" ]
Attalus I (Ancient Greek: Ἄτταλος), surnamed Soter (Greek: Σωτήρ, "Savior"; 269–197 BC) was the ruler of the Ionian Greek polis of Pergamon (modern-day Bergama, Turkey) and the larger Pergamene Kingdom from 241 BC to 197 BC. He was the adopted son of King Eumenes I, whom he succeeded, and was the first of the Attalid dynasty to assume the title of king, sometime around 240–235 BC. He was the son of Attalus and his wife Antiochis. Attalus won an important victory over the Galatians, a group of migratory Celtic tribes from Thrace, who had been plundering and exacting tribute throughout most of Asia Minor for more than a generation. The victory was celebrated with a triumphal monument at Pergamon (the Dying Gaul) and Attalus taking the name of "Soter" and the title of king. A capable general, he participated in the first and second Macedonian Wars against Philip V of Macedon as a loyal ally of the Roman Republic, although Pergamene participation was ultimately rather minor in these wars. He conducted numerous naval operations throughout the Aegean and gained the island of Aegina for Pergamon during the first war, and Andros during the second, twice narrowly escaping capture at the hands of Philip V. During his reign, Pergamon also repeatedly struggled with the neighboring Seleucid Empire to the east, resulting in both successes and setbacks. Attalus styled himself as a protector of the freedoms of the Greek cities of Anatolia and portrayed himself as the champion of Greeks against barbarians. During his reign, he established Pergamon as a power in the Greek East. He died in 197 BC at the age of 72, shortly before the end of the second war, having suffered an apparent stroke while addressing a Boeotian war council some months before. He and his wife were admired for their rearing of their four sons. He was succeeded as king by his son Eumenes II. ## Early life Little is known about Attalus' early life. He was Greek and the son of Attalus and Antiochis. His father Attalus was the son of a brother (also called Attalus) of both Philetaerus, the founder of the Attalid dynasty, and Eumenes, the father of Eumenes I, Philetaerus' successor. The elder Attalus is recorded, along with his uncles, as providing generous donations to Delphi. His father also won fame as a charioteer, winning at Olympia, and was honored with a monument at Pergamon. Attalus was a young child when his father died, sometime before 241 BC, after which he was adopted by Eumenes I, the incumbent dynast. Attalus' mother Antiochis was probably related to the Seleucid royal family (being a granddaughter of Seleucus I Nicator) with her marriage to Attalus' father likely arranged by Philetaerus to solidify his power. This would be consistent with the conjecture that Attalus' father had been Philetaerus' heir designate, but was succeeded by Eumenes, since Attalus I was too young when his father died. ## Defeat of the Galatians According to the 2nd century AD Greek writer Pausanias, "the greatest of his achievements" was the defeat of the "Gauls" (Γαλάται). Pausanias was referring to the Galatians, immigrant Celts from Thrace, who had recently settled in Galatia in central Asia Minor, and whom the Romans and Greeks called Gauls, associating them with the Celts of what is now France, Switzerland, and northern Italy. Since the time of Philetaerus, the first Attalid ruler, the Galatians had posed a problem for Pergamon, indeed for all of Asia Minor, by exacting tributes to avoid war or other repercussions. Eumenes I had (probably), along with other rulers, dealt with the Galatians by paying these tributes. Attalus however refused to pay them, being the first such ruler recorded to do so. As a consequence, the Galatians set out to attack Pergamon, sometime around 238–235 BC. Attalus met them near the sources of the river Caïcus and decisively won the resulting Battle of the Caecus River. The prestige gained by the victory caused Attalus to take the surname of Soter, "savior", following the example of Antiochus I. He also declared himself basileus, king. While this did not increase his practical authority as his adopted father had already ruled like a king, it formally severed any relationship with the Seleucid Empire's king as a superior suzerain. The victory would be the core element of Attalus's reputation and fame. Attalus presented himself as the victorious champion of Greeks against barbarians, and commissioned much artwork and sculptures commemorating himself and the Pergamene victory. Pausanias wrote of a surely invented oracle's prophecy which foretold the great victory, allegedly created a generation earlier: > > Then having crossed the narrow strait of the Hellespont, The destructive army of the Gauls shall pipe; they shall lawlessly Ravage Asia; and God shall make it yet worse For all who dwell by the shores of the sea For a little while. But soon the son of Cronus shall stir up a helper for them, A dear son of a Zeus-reared bull Who shall bring a doom on all the Gauls. Pausanias writes that by "son of a bull", the oracle Phaennis "meant Attalus, king of Pergamon, who was styled bull-horned". On the acropolis of Pergamon was erected a triumphal monument, which included the famous sculpture The Dying Gaul, commemorating this battle. ## Conflicts with the Seleucid Empire in Asia Minor Several years after the first victory over the Gauls, Pergamon was again attacked by the Gauls together with their ally Antiochus Hierax, the younger brother of Seleucus II Callinicus, and ruler of Seleucid Asia Minor from his capital at Sardis. Attalus defeated the Gauls and Antiochus at the Battle of Aphrodisium and again at a second battle in the east. Three subsequent battles were fought and won against Antiochus Hierax's forces, which fought without support from the Gauls: in Hellespontine Phrygia, where Antiochus was perhaps seeking refuge with his father-in law, Ziaelas the king of Bithynia; near Sardis in the spring of 228 BC; and, in the final conflict of the campaign, in Caria at the Battle of the Harpasus, the Harpasus river being a tributary of the Maeander. As a result of these victories, Attalus gained putative control over all of Seleucid Asia Minor north of the Taurus Mountains. He was able to hold on to these gains in the face of repeated attempts by Seleucus III Ceraunus, eldest son and successor of Seleucus II, to recover the lost territory. That said, this influence was tenuous; later historians consider any attempt to translate military success into political hegemony in these areas fraught and unlikely to have been successful. Seleucus III was assassinated in 223 BC after crossing the Taurus into Asia Minor. Achaeus assumed control of the Seleucid army afterward. He was offered and refused the kingship in favor of Seleucus III's younger brother Antiochus III the Great, who then made Achaeus governor of Seleucid Asia Minor north of the Taurus. Achaeus embarked upon a remarkably successful campaign, rapidly reclaiming Asia Minor for the Seleucids. Within two years Achaeus had recovered all the lost Seleucid territories and "shut up Attalus within the walls of Pergamon". In a stroke of good fortune for Attalus, Achaeus revolted against Antiochus III around 220 BC and declared himself the Seleucid king. After a period of peace, in 218 BC, while Achaeus was involved in an expedition to Selge south of the Taurus, Attalus, allied with some Thracian Gauls, recaptured his former territories in Western Asia Minor, establishing the Pergamese state as one of the powers of Asia Minor. However Achaeus returned from victory in Selge in 217 BC and resumed hostilities with Attalus. Under a treaty of alliance with Attalus, Antiochus crossed the Taurus in 216 BC, attacked Achaeus and besieged Sardis, and in 214 BC, the second year of the siege, was able to take the city. However the citadel remained under Achaeus' control. Under the pretense of a rescue, Achaeus was finally captured and put to death, and the citadel surrendered. By 213 BC, Antiochus III had regained control of all of his provinces in the east of Asia Minor. ## First Macedonian War Thwarted in the east, Attalus now turned his attention westward. Perhaps because of concern for the ambitions of Philip V of Macedon, Attalus had sometime before 219 BC become allied with Philip's enemies the Aetolian League, a union of Greek states in Aetolia in central Greece, having funded the fortification of Elaeus, an Aetolian stronghold in Calydonia, near the mouth of the river Acheloos. Philip's alliance with Hannibal of Carthage in 215 BC also caused concern in Rome, then involved in the Second Punic War. In 211 BC, a treaty was signed between Rome and the Aetolian League, a provision of which allowed for the inclusion of certain allies of the League, Attalus being one of these. Attalus was elected one of the two strategoi (generals) of the Aetolian League, and in 210 BC his troops probably participated in capturing the island of Aegina, acquired by Attalus as his base of operations in Greece. In the following spring (209 BC), Philip marched south into Greece. Under command of Pyrrhias, Attalus' colleague as strategos, the allies lost two battles at Lamia. Attalus himself went to Greece in July and was joined on Aegina by the Roman proconsul P. Sulpicius Galba who wintered there. The following summer (208 BC) the combined fleet of thirty-five Pergamene and twenty-five Roman ships failed to take Lemnos, but occupied and plundered the countryside of the island of Peparethos (Skopelos), both Macedonian possessions. Attalus and Sulpicius then attended a meeting in Heraclea Trachinia of the Council of the Aetolians, at which the Roman argued against making peace with Philip. When hostilities resumed, they sacked both Oreus, on the northern coast of Euboea and Opus, the chief city of eastern Locris. The spoils from Oreus had been reserved for Sulpicius, who returned there, while Attalus stayed to collect the spoils from Opus. With their forces divided, Philip attacked Opus. Attalus, caught by surprise, was barely able to escape to his ships. Attalus was now forced to return to Asia, for he had learned at Opus that, at the instigation of Philip, Prusias I king of Bithynia, related to Philip by marriage, was moving against Pergamon. Soon after, the Romans also abandoned Greece to concentrate their forces against Hannibal, their objective of preventing Philip from aiding Hannibal having been achieved. In 206 BC the Aetolians sued for peace on conditions imposed by Philip. A treaty was drawn up at Phoenice in 205 BC, formally ending the First Macedonian War. Attalus was included as an adscriptus on the side of Rome. He retained Aegina, but had accomplished little else; Pergamene participation in the war was "rather ineffective". Since Prusias was also included in the treaty, the war between Attalus and Prusias must also have ended by that time. ## Introduction of the cult of the Magna Mater to Rome In 205 BC, following the "Peace of Phoenice", Rome turned to Attalus, as its only friend in Asia, for help concerning a religious matter. An unusual number of meteor showers caused concern in Rome, and an inspection was made of the Sibylline Books, which discovered verses saying that if a foreigner were to make war on Italy, he could be defeated if the Magna Idaea, the Mother Goddess, associated with Mount Ida in Phrygia, were brought to Rome. Hoping to bring about a speedy conclusion to the war with Hannibal, a distinguished delegation, led by M. Valerius Laevinus, was dispatched to Pergamon, to seek Attalus' aid. According to Livy, Attalus received the delegation warmly, and "handed over to them the sacred stone which the natives declared to be 'the Mother of the Gods', and bade them carry it to Rome." In Rome the goddess became known as the Magna Mater. ## Macedonian hostilities of 201 BC Prevented by the treaty of Phoenice from expansion in the west, Philip V of Macedon set out to extend his power in the Aegean and in Asia Minor. In the spring of 201 BC he took Samos and the Egyptian fleet stationed there. He then besieged Chios to the north. These events caused Attalus, allied with Rhodes, Byzantium and Cyzicus, to enter the war. A large naval battle occurred in the strait between Chios and the mainland, just southwest of Erythrae. According to Polybius, fifty-three decked warships and over one hundred and fifty smaller warships, took part on the Macedonian side, with sixty-five decked warships and a number of smaller warships on the allied side. During the battle Attalus, having become isolated from his fleet and pursued by Philip, was forced to run his three ships ashore, narrowly escaping by spreading various royal treasures on the decks of the grounded ships, causing his pursuers to abandon the pursuit in favor of plunder. The same year, Philip invaded Pergamon; although unable to take the easily defended city, in part due to precautions taken by Attalus to provide for additional fortifications, he demolished the surrounding temples and altars. Meanwhile, Attalus and Rhodes sent envoys to Rome, to register their complaints against Philip. ## Second Macedonian War In 200 BC, Attalus became involved in the Second Macedonian War. Acarnanians with Macedonian support invaded Attica, causing Athens, which had previously maintained its neutrality, to seek help from the enemies of Philip. Attalus, with his fleet at Aegina, received an embassy from Athens, to come to the city for consultations. A few days later, he learned that Roman ambassadors were also at Athens, and decided to go there at once. His reception at Athens was extraordinary. Polybius writes: > ... in company with the Romans and the Athenian magistrates, he began his progress to the city in great state. For he was met, not only by all the magistrates and the knights, but by all the citizens with their children and wives. And when the two processions met, the warmth of the welcome given by the populace to the Romans, and still more to Attalus, could not have been exceeded. At his entrance into the city by the gate Dipylum the priests and priestesses lined the street on both sides: all the temples were then thrown open; victims were placed ready at all the altars; and the king was requested to offer sacrifice. Finally they voted him such high honors as they had never without great hesitation voted to any of their former benefactors: for, in addition to other compliments, they named a tribe after Attalus, and classed him among their eponymous heroes. Sulpicius Galba, now consul, convinced Rome to declare war on Philip and asked Attalus to meet up with the Roman fleet and again conduct a naval campaign, harassing Macedonian possessions in the Aegean. In the spring of 199 BC, the combined Pergamon and Roman fleets took Andros in the Cyclades, the spoils going to the Romans and the island to Attalus. From Andros they sailed south, made a fruitless attack on another Cycladic island, Kithnos, turned back north, scavenged the fields of Skiathos off the coast of Magnesia, for food, and continued north to Mende, where the fleets were wracked by storm. On land they were repulsed at Cassandrea, suffering heavy loss. They continued northeast along the Macedonian coast to Acanthus, which they sacked, after which they returned to Euboea, their vessels laden with spoils. On their return, the two leaders went to Heraclea to meet with the Aetolians, who under the terms of their treaty, had asked Attalus for a thousand soldiers. He refused, citing the Aetolians' own refusal to honor Attalus' request to attack Macedonia during Philip's attack on Pergamon two years earlier. Resuming operations, Attalus and the Romans attacked but failed to take Oreus and, deciding to leave a small force to invest it, attacked across the strait in Thessaly. When they returned to Oreus, they again attacked, this time successfully, the Romans taking the captives, Attalus the city. The campaigning season now over, Attalus attended the Eleusinian Mysteries and then returned to Pergamon having been away for over two years. In the spring of 198 BC, Attalus returned to Greece with twenty-three quinqueremes joining a fleet of twenty Rhodian decked warships at Andros, to complete the conquest of Euboea begun the previous year. Soon joined by the Romans, the combined fleets took Eretria and later Carystus. Thus, the allies controlled all of Euboea except for Chalcis. The allied fleet then sailed for Cenchreae in preparation for an attack on Corinth. Meanwhile, the new Roman consul for that year, Titus Quinctius Flamininus, had learned that the Achaean League, allies of Macedon, had had a change in leadership which favored Rome. With the hope of inducing the Achaeans to abandon Philip and join the allies, envoys were sent, including Attalus himself, to Sicyon, where they offered the incorporation of Corinth into the Achaean League. Attalus apparently so impressed the Sicyonians, that they erected a colossal statue of him in their market place and instituted sacrifices in his honor. A meeting of the League was convened and after a heated debate and the withdrawal of some of delegates the rest agreed to join the alliance. Attalus led his army from Cenchreae (now controlled by the allies) through the Isthmus and attacked Corinth from the north, controlling the access to Lechaeum, the Corinthian port on the Gulf of Corinth, the Romans attacked from the east controlling the approaches to Cenchreae, with the Achaeans attacking from the west controlling the access to the city via the Sicyonian gate. However the city held, and when Macedonian reinforcements arrived, the siege was abandoned. The Achaeans were dismissed, the Romans left for Corcyra, while Attalus sailed for Piraeus. Also in 198 BC, a renewed struggle with the Seleucid Empire began. King Antiochus III, seemingly taking advantage of Pergamene distraction with the Macedonian War, attacked while Pergamon's ability to defend itself was weak, threatening holdings in Asia Minor. Back in Greece, early in 197 BC, Flamininus summoned Attalus to join him at Elateia (now in Roman hands) and from there they traveled together to attend a Boeotian council in Thebes to discuss which side Boeotia would take in the war. At the council Attalus spoke first, reminding the Boeotians of the many things he and his ancestors had done for them, but during his address he stopped talking and collapsed, with one side of his body paralyzed. Attalus was taken back to Pergamon, where he died around the time of the Battle of Cynoscephalae, which brought about the end of the Second Macedonian War. At the end of his reign, Attalus's kingdom was "hardly any bigger than it had been at the beginning". Antiochus III had seized large amounts of Pergamene territory for his empire, with important putatively Attalid cities such as Phocaea and Thyatira in Seleucid possession. Attalus's successor, his son Eumenes II, would face a tough geopolitical situation. ## Family Attalus married Apollonis, from Cyzicus. They had four sons, Eumenes, Attalus, Philetaerus and Athenaeus (after Apollonis' father). Apollonis was thought to be a model of motherly love. Polybius describes Apollonis as "a woman who for many reasons deserves to be remembered, and with honor. Her claims upon a favourable recollection are that, though born of a private family, she became a queen, and retained that exalted rank to the end of her life, not by the use of meretricious fascinations, but by the virtue and integrity of her conduct in private and public life alike." The filial affection of the brothers as well as their upbringing is remarked on by several ancient sources. A decree of Antiochus IV praises "king Attalus and queen Apollonis ... because of their virtue and goodness, which they preserved for their sons, managing their education in this way wisely and well." An inscription at Pergamon represents Apollonis as saying that "she always considered herself blessed and gave thanks to the gods, not for wealth or empire, but because she saw her three sons guarding the eldest and him reigning without fear among those who were armed." When Attalus died in 197 BC at the age of 72, he was succeeded by his eldest son Eumenes II. Polybius writes "what is more remarkable than all, though he left four grown-up sons, he so well settled the question of succession, that the crown was handed down to his children's children without a single dispute." The dynasty avoiding infighting and scandal was a major element in giving them legitimacy and authority. Apollonis died in the mid-second-century BC. In her honor, Attalus' sons built a temple in Cyzicus decorated with bas-reliefs representing several scenes of sons displaying love for their mothers, with one scene also showing love for a father.
2,412,892
Gropecunt Lane
1,168,051,900
Street name in England in the Middle Ages
[ "History of Oxford", "Naming controversies", "Red-light districts in England", "Society in medieval England", "Street names", "Streets in Oxford", "Streets in the City of London" ]
Gropecunt Lane (/ˈɡroʊpkʌnt/) was a street name found in English towns and cities during the Middle Ages, believed to be a reference to the prostitution centred on those areas; it was normal practice for a medieval street name to reflect the street's function or the economic activity taking place within it. Gropecunt, the earliest known use of which is in about 1230, appears to have been derived as a compound of the words grope and cunt. Streets with that name were often in the busiest parts of medieval towns and cities, and at least one appears to have been an important thoroughfare. Although the name was once common throughout England, changes in attitude resulted in its replacement by more innocuous versions such as Grape Lane. A variation of Gropecunt was last recorded as a street name in 1561. ## Toponymy Variations include Gropecunte, Gropecountelane, Gropecontelane, Groppecountelane and Gropekuntelane. There were once many such street names in England, but all have now been bowdlerised. In the city of York, for instance, Grapcunt Lane—grāp is the Old English word for grope—was renamed as Grape Lane. Bristol's 'Gropecount Lane', recorded by that form in the late fifteenth century had been contracted to Grope Lane by the 1540s, sometimes then being euphemised to 'Grape Lane'. The first record of the word grope being used in the sense of sexual touching appears in 1380; cunt has been used to describe the vulva since at least 1230, and has cognates in many Germanic languages, although its precise etymology is uncertain. ## Prostitution Under its entry for the word cunt, the Oxford English Dictionary reports that a street was listed as Gropecuntlane in about 1230, the first appearance of that name. According to author Angus McIntyre, organised prostitution was well established in London by the middle of the 12th century, initially mainly confined to Southwark in the southeast, but later spreading to other areas such as Smithfield, Shoreditch, Clerkenwell, and Westminster. The practice was often tolerated by the authorities, and there are many historical examples of it being dealt with by regulation rather than by censure: in 1393 the authorities in London allowed prostitutes to work only in Cokkes Lane (now known as Cock Lane) and in 1285 French prostitutes in Montpellier were confined to a single street. It was normal practice for medieval street names to reflect their function, or the economic activity taking place within them (especially the commodities available for sale), hence the frequency of names such as The Shambles, Silver Street, Fish Street, and Swinegate (pork butchers) in cities with a medieval history. Prostitution may well have been a normal aspect of medieval urban life; in A survey of London (1598) John Stow describes Love Lane as "so called of Wantons". The more graphic Gropecunt Lane, however, is possibly the most obvious allusion to paid sexual activity, although Bristol's Hoorstrete (Whore's Street) also seems unambiguous. By contrast, Fucking Grove in Bristol lay in a secluded and rural part of the medieval town lands. Sexual activity there may thus have been more recreational than transactional. ## Changing sensibilities The Oxford English Dictionary defines the word cunt as "The female external genital organs" and notes "Its currency is restricted in the manner of other taboo-words: see the small-type note s.v. FUCK v." During the Middle Ages, the word may have often been considered merely vulgar, having been in common use in its anatomical sense since at least the 13th century. In "The Miller's Tale", Geoffrey Chaucer writes "And prively he caughte hire by the queynte" (and intimately he caught her by her crotch), and Philotus (1603) mentions "put doun thy hand and graip hir cunt." Gradually, though, the word became used more as the obscenity it is generally considered to be today. In John Garfield's Wandring Whore II (1660) the word is applied to a woman, specifically a whore—"this is none of your pittiful Sneakesbyes and Raskalls that will offer a sturdy C— but eighteen pence or two shillings, and repent of the business afterwards". Francis Grose's A Classical Dictionary of The Vulgar Tongue (1785) lists the word as "C\*\*t. The chonnos of the Greek, and the cunnus of the Latin dictionaries; a nasty name for a nasty thing: un con Miege." Although some medieval street names such as Addle Street (stinking urine, or other liquid filth; mire) and Fetter Lane (once Fewterer, meaning "idle and disorderly person") have survived, others have been changed in deference to contemporary attitudes. Sherborne Lane in London was in 1272–73 known as Shitteborwelane, later Shite-burn lane and Shite-buruelane (possibly due to nearby cesspits). Pissing Alley, one of several identically named streets whose names survived the Great Fire of London, was called Little Friday Street in 1848, before being absorbed into Cannon Street in 1853–54. Petticoat Lane, the meaning of which is sometimes misinterpreted as related to prostitution, was in 1830 renamed as Middlesex Street, following complaints about the street being named after an item of underwear. As the most ubiquitous and explicit example of such street names, with the exception of Shrewsbury and possibly Newcastle (where a Grapecuntlane was mentioned in 1588) the use of Gropecunt seems to have fallen out of favour by the 14th century. Its steady disappearance from the English vernacular may have been the result of a gradual cleaning-up of the name; Gropecuntelane in 13th-century Wells became Grope Lane, and then in the 19th century, Grove Lane. The ruling Protestant conservative elite's growing hostility to prostitution during the 16th century resulted in the closure of the Southwark stews in 1546, replacing earlier attempts at regulation. ## Locations London had several streets named Gropecunt Lane, including one in the parishes of St Pancras, Soper Lane and St Mary Colechurch, between Bordhawelane (bordello) and Puppekirty Lane (poke skirt) near present-day Cheapside. First recorded in 1279 as Gropecontelane and Groppecountelane, it was part of a collection of streets which appears to have survived as a small island of prostitution outside Southwark, where such activities were normally confined during the medieval period. The name was also used in other large medieval towns across England, including Bristol, York, Shrewsbury, Newcastle upon Tyne, Worcester, Hereford, Southampton and Oxford. Norwich's Gropekuntelane (now Opie Street) was recorded in Latin as turpis vicus, the shameful street. In 1230 Oxford's Magpie Lane was known as Gropecunt Lane, renamed Grope or Grape Lane in the 13th century, and then Magpie Lane in the mid-17th century. It was again renamed in 1850 as Grove Street, before once again assuming the name Magpie Lane in the 20th century. Newcastle and Worcester each had a Grope Lane close to their public quays. In their 2001 study of medieval prostitution, using the Historic Towns Atlas as a source, historian Richard Holt and archaeologist Nigel Baker of the University of Birmingham studied sexually suggestive street names around England. They concluded that there was a close association between a street with the name Gropecunt Lane, which was almost always in the centre of town, and that town's principal market-place or high street. This correlation suggests that these streets not only provided for the sexual gratification of local men, but also for visiting stall-holders. Such trade may explain the relative uniformity of the name across the country. Streets named Gropecunt Lane are recorded in several smaller market towns such as Banbury, Glastonbury, and the city of Wells, where a street of that name existed in 1300, regularly mentioned in legal documents of the time. Parsons Street in Banbury was first recorded as Gropecunt Lane in 1333, and may have been an important thoroughfare, but by 1410 its name had been changed to Parsons Lane. Grape Lane in Whitby may once have been Grope Lane, or Grapcunt Lane. Gropecunte Lane in Glastonbury, later known as Grope lane, now St. Benedicts Court, was recorded in 1290 and 1425. A street called Grope Countelane existed in Shrewsbury as recently as 1561, connecting the town's two principal marketplaces. At some date unrecorded the street was renamed Grope Lane, a name it has retained. In Thomas Phillips' History and Antiquities of Shrewsbury (1799) the author is explicit in his understanding of the origin of the name as a place of "scandalous lewdness and venery", but Archdeacon Hugh Owen's Some account of the ancient and present state of Shrewsbury (1808) describes it as "called Grope, or the Dark Lane". As a result of these differing accounts, some local tour guides attribute the name to "feeling one's way along a dark and narrow thoroughfare". ## See also - Place names considered unusual
412,214
Bill Russell
1,173,910,625
American basketball player and coach (1934–2022)
[ "1934 births", "2022 deaths", "African-American basketball coaches", "African-American basketball players", "African-American male track and field athletes", "African-American sports executives and administrators", "All-American college men's basketball players", "American men's basketball coaches", "American men's basketball players", "American sports executives and administrators", "Basketball coaches from California", "Basketball coaches from Louisiana", "Basketball players at the 1956 Summer Olympics", "Basketball players from Boston", "Basketball players from Louisiana", "Basketball players from Oakland, California", "Boston Celtics head coaches", "Boston Celtics players", "Centers (basketball)", "FIBA Hall of Fame inductees", "McClymonds High School alumni", "Medalists at the 1956 Summer Olympics", "Naismith Memorial Basketball Hall of Fame inductees", "National Basketball Association All-Stars", "National Basketball Association Most Valuable Player Award winners", "National Basketball Association broadcasters", "National Basketball Association championship-winning head coaches", "National Basketball Association players with retired numbers", "Olympic gold medalists for the United States in basketball", "People from West Monroe, Louisiana", "Player-coaches", "Politics and sports", "Presidential Medal of Freedom recipients", "Sacramento Kings head coaches", "San Francisco Dons men's basketball players", "San Francisco Dons men's track and field athletes", "Seattle SuperSonics general managers", "Seattle SuperSonics head coaches", "Sportspeople from Monroe, Louisiana", "St. Louis Hawks draft picks", "Track and field athletes from Louisiana", "Track and field athletes from Oakland, California", "United States men's national basketball team players" ]
William Felton Russell (February 12, 1934 – July 31, 2022) was an American professional basketball player who played center for the Boston Celtics of the National Basketball Association (NBA) from 1956 to 1969. He was the centerpiece of the Celtics dynasty that won 11 NBA championships during his 13-year career. Russell is widely considered to be one of the greatest basketball players of all time. At the University of San Francisco, Russell led the San Francisco Dons to consecutive NCAA championships in 1955 and 1956. He was named NCAA Tournament Most Outstanding Player, was named UPI College Player of the Year in 1956, and was a consensus first-team All-American in 1955 and 1956. Russell also captained the gold-medal winning U.S. national basketball team at the 1956 Summer Olympics. After being chosen by the St. Louis Hawks with the second overall pick in the 1956 NBA draft, Russell was traded to the Boston Celtics for Celtics center Ed Macauley and small forward Cliff Hagan. With Russell as their starting center and defensive anchor, the Celtics went on to win their first NBA championship in 1957 and won an NBA record eight consecutive championships from 1959 to 1966. A five-time NBA Most Valuable Player (MVP) and a 12-time NBA All-Star, Russell's rebounding, defense, and leadership made him one of the dominant players of his era. Standing at 6 ft 10 in (2.08 m) tall, with a 7 ft 4 in (2.24 m) arm span, his shot-blocking and man-to-man defense were major reasons for the Celtics' dominance during his career. Russell also led the NBA in rebounds four times, had a dozen consecutive seasons of 1,000 or more rebounds, and remains second all-time in both total rebounds and rebounds per game. Russell played in the wake of black pioneers Earl Lloyd, Chuck Cooper, and Sweetwater Clifton, and he was the first black player to achieve superstar status in the NBA. During the final three seasons of his career (1966-1969), he served as player-coach of the Celtics, becoming the first black NBA coach and the first black NBA coach to win a championship. Russell ended his playing career and left his position as Celtics coach after helping the Celtics win the 1969 NBA championship. Russell served as head coach and general manager of the Seattle Supersonics from 1973 to 1977. He also coached the Sacramento Kings from 1987 to 1988. Russell worked as a broadcaster and color commentator and authored several books. Russell was inducted into the Naismith Memorial Basketball Hall of Fame in 1975, was one of the founding inductees into the National Collegiate Basketball Hall of Fame in 2006 and was enshrined in the FIBA Hall of Fame in 2007. He was selected into the NBA 25th Anniversary Team in 1971 and the NBA 35th Anniversary Team in 1980, was named as one of the 50 Greatest Players in NBA History in 1996 (being one of only four players to receive all three honors), and was selected to the NBA 75th Anniversary Team in 2021. Russell and Henri Richard of the National Hockey League are tied for the record of the most championships won by an athlete in a North American sports league. In 2009, the NBA renamed the NBA Finals MVP Award in his honor. In 2011, Barack Obama awarded Russell the Presidential Medal of Freedom for his accomplishments on the court and in the civil rights movement. In 2021, Russell was inducted into the Naismith Memorial Basketball Hall of Fame a second time in recognition of his coaching career. Shortly after his death in 2022, the NBA retired Russell's \#6 jersey league-wide, making him the only player in NBA history to receive that honor. ## Early life ### Family William Felton Russell was born on February 12, 1934, to Charles Russell and Katie Russell in West Monroe, Louisiana. Like many Southern towns and cities of that time, Monroe was segregated and the Russells often struggled with racism in their daily lives. Russell's father was once refused service at a gas station until the staff had taken care of all the white customers first. When he attempted to leave and find a different station, the attendant stuck a shotgun in his face and threatened to kill him if he did not stay and wait his turn. In another incident, Russell's mother was walking outside in a fancy dress when a white policeman accosted her. He told her to go home and remove the dress, which he described as "white woman's clothing". During World War II, the Second Great Migration began, as large numbers of Black people were moving to the West to look for work there. When Russell was eight years old, his father moved the family out of Louisiana and settled in Oakland, California. While there, they fell into poverty and Russell spent his childhood living in a series of public housing projects. His father was said to be a "stern, hard man" who initially worked in a paper factory as a janitor, which was a typical "Negro Job"—low-paid and not intellectually challenging, as sports journalist John Taylor commented. When World War II broke out, the elder Russell became a truck driver. Russell was closer to his mother Katie than to his father, and he received a major emotional blow when she suddenly died when he was 12 years old. His father gave up his trucking job and became a steelworker in order to be closer to his children. Russell stated that his father became his childhood hero, later followed up by Minneapolis Lakers superstar George Mikan, whom he met when he was in high school. Of Russell the college basketball player, Mikan said: "Let's face it, he's the best ever. He's so good, he scares you." ### Initial exposure to basketball During his early years, Russell struggled to develop his skills as a basketball player. Although Russell was a good runner and jumper and had large hands, he did not understand the game and was cut from the team at Herbert Hoover Junior High School. As a freshman at McClymonds High School in Oakland, Russell was almost cut again; as he saw Russell's raw athletic potential, coach George Powles encouraged him to work on his fundamentals. After Russell was cut from the junior varsity basketball team as a junior in high school, Powles gave him a spot on the varsity team and bought him a yearlong community center membership. Since Russell's previous experiences with white authority figures were often negative, warm words from Powles reassured him. He worked hard and used the benefits of a growth spurt to become a decent basketball player. Frank Robinson, a future member of the National Baseball Hall of Fame and Museum, was one of Russell's high school basketball teammates. Russell soon became noted for his unusual style of defense. He later recalled: "To play good defense ... it was told back then that you had to stay flatfooted at all times to react quickly. When I started to jump to make defensive plays and to block shots, I was initially corrected, but I stuck with it, and it paid off." In an autobiographical account, Russell said that while on a California High School All-Stars tour, he became obsessed with studying and memorizing other players' moves, e.g., footwork such as which foot they moved first on which play, as preparation for defending against them, which included practicing in front of a mirror at night. Russell described himself as an avid reader of Dell Magazines' 1950s sports publications, which he used to scout opponents' moves for the purpose of defending against them. Russell was ignored by college recruiters and received not one offer until recruiter Hal DeJulio from the University of San Francisco (USF) watched him play in a high school game. DeJulio was unimpressed by Russell's meager scoring and "atrocious fundamentals", but he sensed that the young Russell had an extraordinary instinct for the game, especially in the clutch. When DeJulio offered Russell a scholarship, he eagerly accepted. Sports journalist John Taylor described the scholarship offer as a watershed event in Russell's life because Russell realized that basketball was his chance to escape poverty and racism, and he swore to make the best of it. Russell graduated from McClymonds in 1952. ## College career ### University of San Francisco #### Basketball Russell started college at USF in 1952. He averaged 20 points per game on USF's freshman basketball team. Russell made his varsity debut with USF on December 1, 1953. He became the starting center for coach Phil Woolpert of the San Francisco Dons. Woolpert emphasized defense and deliberate half-court play, which favored Russell's exceptional defensive skills. Woolpert's choice of how to deploy his players was unaffected by their skin color. In 1954, he became the first coach of a major college basketball squad to start three African-American players: K. C. Jones, Hal Perry, and Russell. In his USF years, Russell took advantage of his relative lack of bulk to develop a unique defensive style: instead of purely guarding the opposing center, he used his quickness and speed to play help defense against opposing forwards and aggressively challenge their shots. Russell played on USF's varsity team from 1953 to 1956. Combining the stature and shot-blocking skills of a center with the foot speed of a guard, Russell became the centerpiece of a USF team that soon became a force in college basketball. After USF kept Holy Cross Crusaders star Tom Heinsohn scoreless in an entire half, Sports Illustrated wrote: "If [Russell] ever learns to hit the basket, they're going to have to rewrite the rules." The NCAA rewrote rules in response to Russell's dominant play; the lane was widened for his junior year. After he graduated, the NCAA rules committee instituted a second new rule to counter the play of big men like Russell; basket interference was now prohibited. Russell became one of several big men who have brought about NCAA rule changes. The NCAA had previously prohibited goaltending in response to George Mikan (1945) and later banned the dunk shot due to Lew Alcindor (1967), although the latter rule was later repealed. The games were often difficult for the USF squad, as Russell and his black teammates became targets of racist jeers, particularly on the road. In one incident, hotels in Oklahoma City refused to admit Russell and his black teammates while they were in town for the 1954 All-College Tournament. In protest, the whole team decided to camp out in a closed college dorm, which was later called an important bonding experience for the group. Decades later, Russell explained that his experiences hardened him against abuse of all kinds, saying: "I never permitted myself to be a victim." Racism shaped his lifelong paradigm as a team player, about which Russell said: "At that time it was never acceptable that a black player was the best. That did not happen ... My junior year in college, I had what I thought was the one of the best college seasons ever. We won 28 out of 29 games. We won the National Championship. I was the MVP at the Final Four. I was first team All American. I averaged over 20 points and over 20 rebounds, and I was the only guy in college blocking shots. So after the season was over, they had a Northern California banquet, and they picked another center as Player of the Year in Northern California. Well, that let me know that if I were to accept these as the final judges of my career I would die a bitter old man." He is said to have made a conscious decision to put the team first and foremost, and not worry about individual achievements. On the hardwood, Russell's experiences were far more pleasant. He led USF to NCAA championships in 1955 and 1956, including a string of 55 consecutive victories, and a 26-point, 27-rebound, 20-block performance in one game. He became known for his strong defense and shot-blocking skills, once denying 13 shots in a game. UCLA Bruins coach John Wooden called Russell "the greatest defensive man I've ever seen". While at USF, he and Jones helped pioneer a play that later became known as the alley-oop. During his college career, Russell was the NCAA Tournament Most Outstanding Player in 1955, averaging 20.7 points per game and 20.3 rebounds per game. #### Track and field Besides basketball, Russell represented USF in track and field events. He was a standout in the high jump and according to Track & Field News was ranked the seventh-best high-jumper in the world in 1956, his graduation year, despite not competing in Olympic high-jump competition. That year, Russell won high jump titles at the Central California Amateur Athletic Union (AAU) meet, the Pacific AAU meet, and the West Coast Relays (WCR). One of his highest jumps occurred at the WCR, where he achieved a mark of 6 feet 9+1⁄4 inches (2.06 m); at the meet, Russell tied Charlie Dumas, who would later in the year win gold in the 1956 Summer Olympics in Melbourne, Australia for the United States and become the first person to high-jump 7 feet (2.13 m). Like fellow world-class high-jumpers of that era, Russell did not use the Fosbury Flop technique with which all high jump world records after 1978 have been set. He also competed in the 440 yards (402.3 m) race, which he could complete in 49.6 seconds. ## 1956 Summer Olympics Before his NBA rookie year, Russell was the captain of the 1956 U.S. men's Olympic basketball team that competed at the 1956 Summer Olympics, which was held in November and December in Melbourne, Australia, in the Southern Hemisphere. Avery Brundage, head of the International Olympic Committee, argued that Russell had already signed a professional sport contract and was no longer an amateur sportsman, but Russell prevailed. He had the option to skip the tournament and play a full season for the Celtics, but he was determined to play in the Olympics. He later commented that he would have participated in the high jump if he had been snubbed by the basketball team. Under head coach Gerald Tucker, Russell helped the U.S. national basketball team win the gold medal in Melbourne, defeating the Soviet Union national basketball team 89–55 in the final game with an 8–0 undefeated run. The U.S. dominated the tournament, winning by an average of 53.5 points per game. Russell led the team in scoring, averaging 14.1 points per game for the competition. His former USF and future Celtics teammate K. C. Jones joined him on the Olympic squad and contributed 10.9 points per game, including a Russell–Jones combined 29 points in the finals. ## Professional career The Harlem Globetrotters invited Russell to join their exhibition basketball squad. Russell, who was sensitive to any racial prejudice, was enraged by the fact that owner Abe Saperstein would only discuss the matter with Woolpert. While Saperstein spoke to Woolpert in a meeting, Globetrotters assistant coach Harry Hanna tried to entertain Russell with jokes, but he was livid after this snub and declined the offer. He reasoned that if Saperstein was too smart to speak with him, then he was too smart to play for Saperstein. Russell made himself eligible for the 1956 NBA draft. In the draft, Boston Celtics coach Red Auerbach set his sights on Russell, thinking his defensive toughness and rebounding prowess were the missing pieces the Celtics needed. Auerbach's thoughts were unorthodox, as in that period centers and forwards were defined by their offensive output, and their ability to play defense was secondary. Boston's chances of getting Russell seemed slim because they had finished second in the previous season and the worst teams had the highest draft picks, and the Celtics had slipped too low in the draft order to pick Russell. In addition, Auerbach had already used his NBA territorial pick to acquire talented forward Tom Heinsohn. Auerbach knew that the Rochester Royals, who owned the first draft pick, already had a strong rebounder in Maurice Stokes, were looking for an outside shooting guard, and were unwilling to pay Russell the \$25,000 signing bonus he requested. Celtics owner Walter A. Brown contacted Rochester owner Les Harrison and received an assurance that the Royals could not afford Russell, and they would draft Sihugo Green. Auerbach later said that Brown offered Harrison guaranteed performances of the Ice Capades if they did not draft Russell; it is difficult to verify or disprove this, but it is clear that the Royals underrated Russell. The St. Louis Hawks, who owned the second pick, drafted Russell but were vying for Celtics center Ed Macauley, a six-time NBA All-Star who had roots in St. Louis. Auerbach agreed to trade Macauley, who had previously asked to be traded to St. Louis in order to be with his sick son, if the Hawks gave up Russell. The owner of the Hawks called Auerbach later and demanded more in the trade. In addition to Macauley, who was the Celtics' premier player at the time, he wanted Cliff Hagan, who had been serving in the military for three years and had not yet played for the Celtics. After much debate, Auerbach agreed to give up Hagan and the Hawks made the trade. During that same draft, Boston also drafted guard K. C. Jones, Russell's former USF teammate, and managed to draft three future Basketball Hall of Famers: Russell, Jones, and Heinsohn. The Russell draft-day trade was later called one of the most important trades in the history of North American sports. ### Boston Celtics (1956–1969) #### 1956–1958: Rookie champion and early years Due to his Olympic commitment, Russell could not join the Celtics for the 1956–57 NBA season until December. Russell played 48 games, averaging 14.7 points per game and a league-high 19.6 rebounds per game. The 1956–57 Boston Celtics season saw the debut of a starting lineup made up of five future Hall-of-Famers: center Russell, forwards Heinsohn and Frank Ramsey, and guards Bill Sharman and Bob Cousy. K. C. Jones did not play for the Celtics until 1958 because of military service. Russell's first Celtics game came on December 22, 1956, against the St. Louis Hawks, led by star forward Bob Pettit, who would go on to hold several all-time scoring records. Auerbach assigned him to shut down the Hawks' main scorer and Russell impressed the Boston crowd with his man-to-man defense and shot-blocking. In previous years, the Celtics had been a high-scoring team but lacked the defensive presence needed to close out tight games. With the added defensive presence of Russell, the Celtics had laid the foundation for a dynasty, as the team utilized a strong defensive approach to the game, forcing opposing teams to commit many turnovers, which led to many easy points on fast breaks. Russell was an elite help defender who allowed the Celtics to play the "Hey, Bill" defense: whenever a Celtic requested additional defensive help, he would shout "Hey, Bill!" Russell was so quick that he could run over for a quick double team and make it back in time if the opponents tried to find the open man. He also became famous for his shot-blocking skills and pundits called his blocks "Wilsonburgers", referring to the Wilson NBA basketballs he "shoved back into the faces of opposing shooters". This skill allowed the other Celtics to play their men aggressively; if they were beaten, they knew that Russell was guarding the basket. Russell's defense was called into question by Eddie Gottlieb, coach of the Philadelphia Warriors, after the Warriors–Celtics game on January 1, 1957, in which he recorded 17 points and 25 rebounds, plus an assist. Gottlieb protested the next day, saying that Russell played a one-man zone and goaltended numerous times, to only be called once. Gottlieb stated: "Our Paul Arizin went underneath for a simple backboard lay-up, and as the ball traveled down towards the basket, Russell batted it away. If that isn't goaltending, I want somebody to tell me what it is. I'm certainly going to ask Maurice Podoloff." Auerbach replied that Gottlieb's statements were "absolutely ridiculous" and said any controversy was "a question of sour grapes". At that time, Russell received much negative publicity as a player. He was notorious for his public surliness and judgmental attitude towards others. Because Russell ignored virtually any well-wisher who approached him home or away, including the vast majority of media, his autograph was among the most difficult to secure of any professional athlete of his time. Constantly provoked by New York Knicks center Ray Felix during a game, he complained to coach Auerbach, who told him to take matters into his own hands. After the next provocation, Russell pounded Felix to the point of unconsciousness, paid a modest \$25 fine, and rarely was the target of cheap fouls thereafter. Russell had a more cordial relationship with many of his teammates with the notable exception of Heinsohn, his old rival and fellow rookie. Heinsohn felt that Russell resented him because the former was named the 1957 NBA Rookie of the Year. Many people thought that Russell was more important even though he had only played half the season. Russell also ignored Heinsohn's request for an autograph on behalf of his cousin and openly said to Heinsohn that he deserved half of his \$300 Rookie of the Year check. The relationship between the two was tenuous at best. Despite their different ethnic backgrounds and lack of common off-court interests, his relationship with Cousy was amicable. The Celtics finished the 1956–57 regular season with a 44–28 record, the team's second-best record since beginning play in the 1946–47 BAA season, which guaranteed Russell his first NBA playoffs appearance, where the Celtics met with the Syracuse Nationals, a team led by Dolph Schayes, through the Eastern Division finals. In his first playoff game, Russell finished with 16 points and 31 rebounds, along with 7 reported blocks, which were not yet an officially registered statistic. After the Celtics' 108–89 victory, Schayes, who made Johnny Kerr come off the bench because he struggled against Russell in the regular season, quipped: "How much does that guy make a year? It would be to our advantage if we paid him off for five years to get away from us in the rest of this series." The next day, The Boston Globe read: "Russell's Reflexes Befuddles Visitors." The Celtics swept the Nationals in three games to earn the franchise's first NBA Finals appearance in the 1957 NBA Finals, where they met the St. Louis Hawks, led by Pettit and former Celtic Ed Macauley. As the teams split the first six games, the tension was so high that in Game 3 Celtics coach Auerbach punched his colleague Ben Kerner and received a \$300 fine. In the highly-competitive Game 7, Russell tried his best to slow down Pettit, as Heinsohn scored 37 points and kept the Celtics alive; Russell contributed by completing the famous "Coleman Play", as he ran down Hawks forward Jack Coleman, who had received an outlet pass at midcourt, and blocked his shot despite the fact that Russell had been standing at his own baseline when the ball was thrown to Coleman. The block preserved Boston's slim 103–102 lead with 40-odd seconds left to play in regulation, saving the game for the Celtics. In the second overtime, both teams were in serious foul trouble: Heinsohn had fouled out, and the Hawks were so depleted that they had only seven players left. With the Celtics leading 125–123 with one second left, the Hawks had the ball at their own baseline. Reserve forward Alex Hannum threw a long alley-oop pass to Pettit and Pettit's tip-in rolled indecisively on the rim for several seconds before rolling out again. The Celtics won, earning their first NBA championship. At the start of the 1957–58 NBA season, the Celtics won fourteen straight games and continued to succeed. Russell averaged 16.6 points per game and a league-record average of 22.7 rebounds per game. The NBA reasoned that other centers were better all-round players than Russell but no player was more valuable to his team. He was voted the NBA Most Valuable Player but only named to the All-NBA Second Team, something that would occur repeatedly throughout his career, as players voted for the MVP award, something that would last until the 1979–80 NBA season, while the media has always voted for the All-NBA teams. The Celtics won 49 games and made the first berth in the 1958 NBA playoffs, where they met in the 1958 NBA Finals with their familiar rivals, the St. Louis Hawks. The teams split the first two games, but Russell went down with a foot injury in Game 3 and only returned for Game 6. The Celtics won Game 4 in an upset, but the Hawks prevailed in Games 5 and 6, with Pettit scoring 50 points in the deciding Game 6. Many observers thought that Boston could have won had Russell not been injured, but Auerbach commented: "You can always look for excuses ... We just got beat." #### 1958–1966: Eight straight NBA championships In the 1958–59 NBA season, Russell averaged 16.7 points per game and 23.0 rebounds per game. The Celtics broke a league record by winning 52 games and Russell's strong performance once again helped lead the Celtics through the 1959 NBA playoffs, as they returned to the NBA Finals. In the 1959 NBA Finals, the Celtics recaptured the NBA title, sweeping the Minneapolis Lakers 4–0. Lakers head coach John Kundla praised Russell, stating: "We don't fear the Celtics without Bill Russell. Take him out and we can beat them ... He's the guy who whipped us psychologically." In the 1959–60 NBA season, the NBA witnessed the debut of 7 ft 1 in (2.16 m) Philadelphia Warriors center Wilt Chamberlain, who averaged a record 37.6 points per game in his rookie year. On November 7, 1959, Russell's Celtics hosted Chamberlain's Warriors and pundits called the matchup between the best offensive and defensive centers "The Big Collision" and "Battle of the Titans". Both men awed onlookers with "nakedly awesome athleticism", and while Chamberlain outscored Russell 30 to 22, the Celtics won 115–106, and the match was called a "new beginning of basketball". The matchup between Russell and Chamberlain became one of basketball's greatest rivalries. On February 5, 1960, Russell had 23 points, 51 rebounds, and 5 assists in a 124–100 win over the Syracuse Nationals. It was the record for most rebounds in a single game until November 24, 1960, when Chamberlain grabbed 55 rebounds against Russell, who led the Celtics to a 132–129 win over the Philadelphia Warriors with 18 points, 19 rebounds, and 5 assists. Boston won a then-record 59 regular-season games, including a then-record tying 17-game win streak. In the 1960 NBA playoffs, Russell's Celtics met Chamberlain's Warriors in the Eastern Division finals. Chamberlain outscored Russell by 81 points in the series, but the Celtics walked off with a 4–2 series win. In the 1960 NBA Finals, the Celtics outlasted the Hawks 4–3 in the series and won their third championship in four years. Russell scored 21 points and grabbed an NBA Finals-record 40 rebounds, plus an assist, in a Game 2 loss, and he added 22 points and 35 rebounds, along with 4 assists, in the deciding Game 7, a 122–103 victory for Boston. In the 1960–61 NBA season, Russell averaged 16.9 points and 23.9 rebounds per game, leading his team to a regular season mark of 57–22. In the 1961 NBA playoffs, the Celtics defeated the Syracuse Nationals 4–1 in the Eastern Division finals. The Celtics made good use of the fact that the Los Angeles Lakers had exhausted the St. Louis Hawks in a long seven-game Western Conference finals, and Boston won the 1961 NBA Finals in five games. In the 1961–62 NBA season, Russell scored a career-high 18.9 points per game, accompanied by 23.6 rebounds per game. While his rival had a record-breaking season of 50.4 points per game, including Chamberlain's 100-point game, the Celtics became the first team to win 60 games in a season and Russell was voted as the league's MVP. Both Cousy and Russell called it the greatest Celtics team of all-time. In the Eastern Division championships of the 1962 NBA playoffs, the Celtics met the Philadelphia Warriors led by Chamberlain, who averaged 50 points per game that season, and Russell did his best to slow him down. In the pivotal Game 7, Russell managed to hold Chamberlain to 22 points, 28 points below his season average, while scoring 19 points. The game was tied with two seconds left when Sam Jones sank a clutch shot that won the Celtics the series. In the 1962 NBA Finals, the Celtics met the Los Angeles Lakers of forward Elgin Baylor and guard Jerry West. The teams split the first six games. In Game 6, Russell recorded his first career triple-double with 19 points, 24 rebounds, and 10 assists as the Celtics won 119–105. At that time, he became the fourth player in Celtics history to have a triple-double, joining Macauley, Cousy, and K. C. Jones. Game 7 was tied one second before the end of regular time, when Lakers guard Rod Hundley faked a shot and passed out to Frank Selvy, who missed an open eight-foot last-second shot that would have won Los Angeles the title. As the game was tied, Russell had the daunting task of defending against Baylor with little frontline help: Loscutoff, Heinsohn, and Satch Sanders, the three best Celtics forwards, had fouled out. In overtime, Frank Ramsey, the fourth forward, fouled out trying to guard Baylor, so Russell was robbed of his usual four-men wing rotation; he and little-used fifth forward Gene Guarilia successfully pressured Baylor into missed shots. Russell finished with a clutch performance, scoring 30 points, along with 4 assists, and tying his own NBA Finals record with 40 rebounds in a 110–107 overtime win. The Celtics lost Cousy to retirement after the 1962–63 NBA season, and they drafted John Havlicek and were powered by Russell, who averaged 16.8 points and 23.6 rebounds per game, won his fourth regular-season MVP award, and earned the NBA All-Star Game MVP honors at the 1963 NBA All-Star Game following his 19-point, 24-rebound performance for the Eastern Conference's All-Star team. Before the January 31, 1963, 18-point, 22-rebound performance in a 128–125 win against the Cincinnati Royals at Cole Field House in College Park, Maryland, the Celtics were to tour the White House and Russell had a "Do not disturb" sign on his phone. Auerbach had informed his players to not endorse candidates or causes, as it would alienate fans; Cousy campaigned for Ted Kennedy in 1962. President John F. Kennedy posed for a picture with Auerbach and the nine Celtics but not Russell, who overslept because he thought it was just a tour of the White House and did not know President Kennedy would be meeting them. On February 10, 1963, Russell recorded his first regular season triple-double after putting up 17 points, 19 rebounds, and 10 assists in a 129–123 win over the New York Knicks. The Celtics reached the 1963 NBA Finals, where they again defeated the Los Angeles Lakers, this time in six games. In Game 3, Russell had 21 points, 38 rebounds, and 6 assists. In the 1963–64 NBA season, the Celtics posted a league-best 58–22 record in the regular season. Russell scored 15.0 points per game and grabbed a career-high 24.7 rebounds per game, leading the NBA in rebounds for the first time since Chamberlain entered the league. Boston defeated the Cincinnati Royals 4–1 to earn another NBA Finals appearance and then won against Chamberlain's newly relocated San Francisco Warriors 4–1. It was their sixth consecutive and seventh title in Russell's eight years with the team, a streak unreached in any U.S. professional sports league. Russell later called it the best team of his era and the best defense of all time. In the 1964–65 NBA season, the Celtics won a league-record 62 games and Russell averaged 14.1 points and 24.1 rebounds per game, winning his second consecutive rebounding title and his fifth MVP award. On March 11, 1965, in a 112–100 win over the Detroit Pistons, Russell grabbed 49 rebounds, which tied for the third-most in a single game in NBA history, along with 27 points and 6 assists. In the 1965 NBA playoffs, the Celtics played the Eastern Division finals against the Philadelphia 76ers, a team that had traded for Chamberlain. Russell held Chamberlain to a pair of field goals in the first three quarters of Game 3. In Game 5, Russell contributed with 12 points, 28 rebounds, and 7 assists, plus 10 blocks and 6 steals; blocks and steals became officially recorded statistics in the 1973–74 NBA season. Schayes, who had become the 76ers coach, said: "The Celtics can thank the Good Lord for Bill Russell." That playoff series ended in a dramatic Game 7, when the Sixers were trailing 110–109 five seconds before the end, but Russell turned over the ball. When the Sixers' Hall-of-Fame guard Hal Greer inbounded, Havlicek stole the ball, causing Celtics commentator Johnny Most to scream: "Havlicek stole the ball! It's all over! Johnny Havlicek stole the ball!" After the Division finals, the Celtics had an easier time in the NBA Finals, winning 4–1 against the Los Angeles Lakers. In the 1965–66 NBA season, Russell contributed 12.9 points and 22.8 rebounds per game. This was the first time in seven years that he failed to average at least 23 rebounds a game. The Celtics won the 1966 NBA Finals and their eighth consecutive title. Russell's team again beat Chamberlain's Philadelphia 76ers 4–1 in the Eastern Division finals, proceeding to win the NBA Finals in a tight showdown against the Los Angeles Lakers, with Russell scoring 25 points and grabbing 32 rebounds, plus giving out an assist, in a 95–93 win in Game 7. #### 1966–1969: Player-coach champion and final seasons Celtics coach Red Auerbach retired before the 1966–67 NBA season. To coach the Celtics, he had initially wanted his old player Frank Ramsey, who was too occupied running his three lucrative nursing homes. His second choice was Cousy, who declined the invitation, stating that he did not want to coach his former teammates. Third choice Tom Heinsohn also said no because he did not think he could handle the often surly Russell, whom he proposed as a player-coach. On April 16, 1966, Russell agreed to become head coach of the Celtics, and a public announcement was made two days later. Russell became the first black head coach in NBA history, and he commented to journalists: "I wasn't offered the job because I am a Negro, I was offered it because Red figured I could do it." Boston's championship streak ended at eight in his first full season as head coach when Chamberlain's Philadelphia 76ers won a record-breaking 68 regular-season games and were the favorites heading into the 1967 NBA playoffs, where they beat the Celtics 4–1 in the Eastern Division finals. During the series, Russell said: "Right now, he (Wilt) is playing like me [to win]." The Sixers outpaced the Celtics when they shredded the famed Boston defense by scoring 140 points in the clinching Game 5 win. Russell acknowledged the first real loss of his career, as he had been injured when the Celtics lost the 1958 NBA Finals, by visiting Chamberlain in the locker room, shaking his hand, and saying: "Great." The game still ended on a high note for Russell. After the loss, he led his grandfather through the Celtics locker rooms and the two saw the white Celtic Havlicek taking a shower next to his black teammate Sam Jones and discussing the game. Suddenly, his grandfather broke down crying. Asked by Russell what was wrong, his grandfather replied how proud he was of him, being coach of an organization in which blacks and whites coexisted in harmony. In the 1967–68 NBA season, the 34-year-old Russell averaged 12.5 points per game and 18.6 rebounds per game, the latter of which was good enough for the third-highest average in the league. In the Eastern Division finals of the 1968 NBA playoffs, the Philadelphia 76ers had the better record than Boston and were the favorites. National tragedy struck on April 4, day of the assassination of Martin Luther King Jr. With eight of the ten starting players on Sixers and Celtics being black, both teams were in deep shock and there were calls to cancel the series. In a game called as "unreal" and "devoid of emotion", the Sixers lost 127–118 on April 5. In Game 2, Philadelphia evened the series with a 115–106 win and then went on to win Games 3 and 4. As Chamberlain was often defended by Celtics backup center Wayne Embry, the press speculated that Russell was worn down. Prior to Game 5, no NBA team had ever come back from a 3–1 deficit. The Celtics rallied back, winning Game 5 122–104 and Game 6 114–106, powered by a spirited Havlicek and helped by a terrible Sixers shooting slump. In Game 7, 15,202 Philadelphia fans witnessed a home-team 100–96 defeat, making it the first time in NBA history a team lost a series after leading 3–1. Russell limited Chamberlain to only two shot attempts in the second half. Despite this, the Celtics were leading only 97–95 with 34 seconds left when Russell closed out the game with several consecutive clutch plays. He made a free throw, blocked a shot by Sixers player Chet Walker, grabbed a rebound off a miss by Greer, and passed the ball to teammate Sam Jones, who scored to clinch the win. Boston then beat the Los Angeles Lakers 4–2 in the 1968 NBA Finals, giving Russell his tenth title in twelve years. For his efforts, Russell was named Sports Illustrated's Sportsman of the Year. After losing for the fifth straight time against Russell and the Celtics, Hall-of-Fame Lakers guard Jerry West stated: "If I had a choice of any basketball player in the league, my No. 1 choice has to be Bill Russell. Bill Russell never ceases to amaze me." Duiring the 1968–69 NBA season, Russell was shocked by the assassination of Robert F. Kennedy, disillusioned by the Vietnam War, and weary from his increasingly stale marriage to his wife Rose; the couple later divorced. He was convinced that the U.S. was a corrupt nation and that he was wasting his time playing something as superficial as basketball. He was 15 pounds overweight, skipped mandatory NBA coach meetings, and was generally lacking energy; after a New York Knicks game, he complained of intense pain and was diagnosed with acute exhaustion. Russell pulled himself together and put up 9.9 points and 19.3 rebounds per game; the aging Celtics stumbled through the regular season. Their 48–34 record was the team's worst since the 1955–56 NBA season and they entered the 1969 NBA playoffs as the fourth-seeded team in the East. Russell and the Celtics achieved upsets over the 76ers and the Knicks to earn a meeting with the Los Angeles Lakers in the 1969 NBA Finals. The Lakers featured new recruit Chamberlain next to perennial stars Baylor and West, and were the favorites. In the first two games, Russell ordered his players not to double-team West, who used the freedom to score 53 and 41 points in the Game 1 and 2 Laker wins. Russell then reversed himself and ordered his team to double-team West and Boston won Game 3. In Game 4, the Celtics were trailing by one point with seven seconds left and the Lakers had the ball until Baylor stepped out of bounds. In the last play, Sam Jones used a triple screen by Bailey Howell, Larry Siegfried, and Havlicek to hit a buzzer beater that equalized the series. The teams split the next two games and it all came down to Game 7 in Los Angeles, where Lakers owner Jack Kent Cooke angered and motivated the Celtics by putting "proceedings of Lakers victory ceremony" on the game leaflets. Russell used a copy as extra motivation and told his team to play a running game because in that case it was not the better but the more determined team that was going to win. The Celtics were ahead by nine points with five minutes remaining; in addition, West was limping after a Game 5 thigh injury and Chamberlain had left the game with an injured leg. West then hit one basket after the other and cut the lead to one, and Chamberlain asked to return to the game. Lakers coach Bill van Breda Kolff kept him on the bench until the end of the game, saying later that he wanted to stay with the lineup responsible for the comeback. The Celtics held on for a 108–106 victory and Russell claimed his eleventh championship in thirteen years. At age 35, Russell contributed with 6 points, 21 rebounds, and 6 assists in his last NBA game. After the game, Russell went over to the distraught West, who had scored 42 points and was named the only NBA Finals MVP in history from the losing team, clasped his hand and tried to soothe him. Days later, 30,000 Celtics fans cheered their returning heroes. Russell, who once said he owed the public nothing, was not there; he ended his career and cut all ties to the Celtics. It was so surprising that Auerbach was blindsided and made the mistake of drafting guard Jo Jo White instead of a center. Although White became a standout Celtics player, Boston lacked an All-Star center, went 34–48 in the 1969–70 NBA season, and failed to make it to the 1970 NBA playoffs, marking the first time since 1950 that they did not make the playoffs. In Boston, both fans and journalists felt betrayed because Russell left the Celtics without a coach and a center, and he sold his retirement story for \$10,000 to Sports Illustrated. Russell was accused of selling out the future of the franchise for a month of his salary. Russell notified Auerbach that he was resigning to join a career in television and movies "in order to find new sources of income for the future". ### Post-playing career In 1971, Russell joined NBA on ABC to do commentary on the Game of the Week. His No. 6 jersey was retired by the Celtics on March 12, 1972, Russell had worn the same number 6 at the USF and for the 1956 U.S. Olympic team. He was inducted into the Naismith Memorial Basketball Hall of Fame in 1975. Russell, who had a difficult relationship with the media, did not attend either ceremony. He attended his 2021 induction into the Basketball Hall of Fame as a coach. After retiring as a player, Russell had stints as head coach of the Seattle SuperSonics (1973–1977) and Sacramento Kings (1987–1988). His time as a non-player coach was lackluster; he led the struggling SuperSonics into the playoffs for the first time in franchise history, but Russell's defensive, team-oriented Celtics mindset did not mesh well with the team, and he left in 1977 with a 162–166 record. Russell's stint with the Kings was considerably shorter, his last assignment ending when the Kings went 17–41 to begin the 1987–88 NBA season. He finished with a 341–290 regular season record and was 34–27 in the playoffs. Russell also served as general manager of the SuperSonics during his coaching tenure, and held the same position with the Kings during the 1988–89 season. In addition, Russell ran into financial trouble. He had invested \$250,000 in a rubber plantation in Liberia, where he had wanted to spend his retirement, but it went bankrupt. The same fate awaited his Boston restaurant Slade's, after which he had to default on a \$90,000 government loan to purchase the outlet. The Internal Revenue Service discovered that Russell owed \$34,430 in tax money and put a lien on his house. Russell became a vegetarian, took up golf, and worked as a color commentator for CBS and TBS throughout the 1970s into the mid-1980s, but he was uncomfortable as a broadcaster. He later said: "The most successful television is done in eight-second thoughts, and the things I know about basketball, motivation, and people go deeper than that." On November 3, 1979, Russell hosted Saturday Night Live, in which he appeared in several sports-related sketches. Russell also wrote books, usually written as a joint project with a professional writer, including 1979's Second Wind, and played Judge Roger Ferguson in the Miami Vice episode "The Fix" (aired March 7, 1986). In 1985, former Celtic teammate Don Chaney, who was head coach of the Los Angeles Clippers, asked Russell to tutor Benoit Benjamin, the third overall draft pick from Creighton University, who left after his junior season; according to Chaney, Russell did not get paid for it. Russell made few public appearances in the early 1990s, living as a near-recluse on Mercer Island, Washington, near Seattle. Following Chamberlain's death in October 1999, Russell returned to prominence at the turn of the millennium. In 2001, Russell and David Falkner published Russell Rules: 11 Lessons on Leadership from the Twentieth Century's Greatest Winner. Russell convinced Miami Heat superstar center Shaquille O'Neal to bury the hatchet with fellow NBA superstar and former Los Angeles Lakers teammate Kobe Bryant and end the Shaq–Kobe feud in January 2006. On November 17, the two-time NCAA champion Russell was recognized for his impact on college basketball as a member of the founding class of the National Collegiate Basketball Hall of Fame. He was one of five, along with James Naismith, Oscar Robertson, Dean Smith, and John Wooden, selected to represent the inaugural class. On May 20, 2007, Russell was awarded an honorary doctorate by Suffolk University, where he served as its commencement speaker. Russell also received honorary degrees from Harvard University on June 7, 2007, and from Dartmouth College on June 14, 2009. On June 18, 2007, Russell was inducted as a member of the founding class of the FIBA Hall of Fame. In 2008, Russell received the Golden Plate Award of the Academy of Achievement. On February 14, 2009, NBA Commissioner David Stern announced that the NBA Finals Most Valuable Player Award would be renamed the Bill Russell NBA Finals Most Valuable Player Award in his honor as an 11-time NBA champion. During halftime of the 2009 NBA All-Star Game, Celtics captains Ray Allen, Kevin Garnett, and Paul Pierce presented Russell a surprise birthday cake for his 75th birthday. Russell attended Game 5 of the 2009 NBA Finals to present Bryant the NBA Finals Most Valuable Player award. Russell was awarded the Presidential Medal of Freedom by President Barack Obama in 2011. Russell and Bryant were spectators to a basketball game for Obama's 50th birthday at the White House tennis court. The game featured Shane Battier, LeBron James, Magic Johnson, Maya Moore, Alonzo Mourning, Joakim Noah, Chris Paul, Derrick Rose, and Obama's friends from high school. ## Accomplishments and legacy Russell is one of the most successful and decorated athletes in North American sports history. His awards and achievements include eleven NBA championships with the Boston Celtics in thirteen seasons, two of which were won as player-coach, and he is credited with having raised defensive play in the NBA to a new level. By winning the 1956 NCAA championship with USF and the 1957 NBA title with the Celtics, Russell became the first of only four players in basketball history to win an NCAA championship and an NBA championship back-to-back, the others being Henry Bibby, Magic Johnson, and Billy Thompson. He also won two state championships in high school. In the interim, Russell won an Olympic gold medal in 1956. His stint as coach of the Celtics was also of historical significance, as he became the first black head coach in the NBA, when he succeeded Red Auerbach. In his first NBA full season (1957–58), Russell became the first player in NBA history to average more than 20 rebounds per game for an entire season, a feat he accomplished ten times in his thirteen seasons. He is one of just two NBA players (the other being Wilt Chamberlain) to have grabbed more than 50 rebounds in a game. He still holds the NBA record for rebounds in one half with 32 (vs. Philadelphia, November 16, 1957). Career-wise in rebounds, Russell ranks second to Chamberlain in regular season total (21,620) and average per game (22.5), and he led the NBA in average rebounds per game four times. Russell is the all-time playoff leader in total (4,104) and average (24.9) rebounds per game, he grabbed 40 rebounds in three separate playoff games (twice in the NBA Finals), and he never failed to average at least 20 rebounds per game in any of his thirteen playoff campaigns. Russell also had seven regular-season games with 40 or more rebounds, the NBA Finals record for highest rebound per game average (29.5, 1959) and by a rookie (22.9, 1957). In addition, Russell holds the NBA Finals single-game record for most rebounds (40, March 29, 1960, vs. St. Louis, and April 18, 1962, vs. Los Angeles), most rebounds in a quarter (19, April 18, 1962, vs. Los Angeles), and most consecutive games with 20 or more rebounds (15 from April 9, 1960 – April 16, 1963). He also had 51 in one game, 49 in two others, and twelve straight seasons of 1,000 or more rebounds. Russell was known as one of the most clutch players in the NBA. He played in eleven deciding games (ten times in Game 7s, once in a Game 5) and ended with a 11–0 record. In these eleven games, Russell averaged 18.3 points and 29.4 rebounds. Russell was considered the consummate defensive center, noted for his defensive intensity, basketball IQ, and will to win. He excelled at playing man-to-man defense, blocking shots, and grabbing defensive rebounds. Chamberlain said Russell's timing as a shot-blocker was unparalleled. In 2009, Russell's erstwhile Knicks opponent Bill Bradley wrote in The New York Times Book Review that Russell "was the smartest player ever to play the game [of basketball]". He could score with putbacks and made mid-air outlet passes to point guard Bob Cousy for easy fast-break points. He was also known as a fine passer and pick-and-roll setter, featured a decent left-handed hook shot, and finished strong on alley oops. On offense, Russell's output was limited and his NBA career personal averages show him to be an average scorer (15.1 points career average), a poor free-throw shooter (56.1%), and average overall shooter from the field (44%, not exceptional for a center). In his thirteen years, he averaged a relatively low 13.4 field goals attempted (normally, top scorers average 20 and more), illustrating that he was never the focal point of the Celtics offense, who instead focused on his elite defense. He ranks No. 1 in NBA history for defensive win shares at 133.6, with Tim Duncan in second at 106.3. While blocked shots were not a recorded basketball statistic during Russell's career, he averaged 8.1 blocks in 135 games, as Boston writers often attempted to tally his blocks. Bill Simmons has estimated that Russell had between 8 and 15 blocks per game in the playoffs. In his career, Russell won five NBA MVP awards (1959, 1961–63, 1965), which is tied with Michael Jordan for second all-time behind Kareem Abdul-Jabbar's six awards, and is at No. 6 for most regular season MVP–NBA Finals MVP awards, despite the latter being assigned only since 1969. He was selected three times to the All-NBA First Teams (1959, 1963, 1965) and eight Second Teams (1958, 1960–62, 1964, 1966–68), and was a 12-time NBA All-Star (1958–1969). Russell was elected to one NBA All-Defensive First Team. This took place during his last season (1969) and was the first season the NBA All-Defensive Teams were selected. In 1970, The Sporting News named Russell the "Athlete of the Decade". Russell is universally seen as one of the best NBA players ever, and he was declared "Greatest Player in the History of the NBA" by the Professional Basketball Writers Association of America in 1980. For his achievements, Russell was named "Sportsman of the Year" by Sports Illustrated in 1968. He is one of four players (along with Cousy, George Mikan, and Bob Pettit) to have made all four NBA anniversary teams: the NBA 25th Anniversary Team (1970), the NBA 35th Anniversary Team (1980), the NBA 50th Anniversary Team (1996), and the NBA 75th Anniversary Team (2021). Russell ranked No. 18 on ESPN's "50 Greatest Athletes of the 20th Century" list in 1999. In 2007, he was voted the third best center of all-time by ESPN behind Abdul-Jabbar and Chamberlain. In 2009, Slam named him the third best player of all-time behind Jordan and Chamberlain. In 2020, he was ranked No. 4 in ESPN's list of the top 74 NBA players of all time, the second best center behind Abdul-Jabbar and ahead of Chamberlain. In 2022, he was ranked No. 6 in ESPN's NBA 75th Anniversary Team list, and No. 4 in a similar list by The Athletic. Of Russell, former NBA player and head coach Don Nelson said: "There are two types of superstars. One makes himself look good at the expense of the other guys on the floor. But there's another type who makes the players around him look better than they are, and that's the type Russell was." In 2000, his longtime teammate Tom Heinsohn described both Russell's stature and his uneasy relationship with Boston more earthily, saying: "Look, all I know is the guy ... came to Boston and won 11 championships in 13 years, and they named a bleeping tunnel after Ted Williams." During the NBA All-Star Weekend on February 14, 2009, NBA Commissioner David Stern announced that the NBA Finals MVP award would be named after Russell. He was named as a 2010 recipient of the Presidential Medal of Freedom. On June 15, 2017, Russell was announced as the inaugural recipient of the NBA Lifetime Achievement Award. In October 2021, Russell was honored as one of the league's 75 greatest players of all-time. On August 11, 2022, it was announced that Russell's No. 6 jersey would be retired throughout the National Basketball Association, the first time a jersey had been retired league-wide in NBA history, and joining Jackie Robinson and Wayne Gretzky in the honor among the four major American sports leagues. However, the NBA players who wore the number 6 jersey at that time, under the grandfather clause, may keep the number until they voluntarily change it or retire. ### Statue In 2013, Boston honored Russell by erecting a statue of him on City Hall Plaza. He is depicted in-game, surrounded by 11 plinths representing the 11 championships he helped the Celtics win. Each plinth features a key word and related quote to illustrate Russell's multiple accomplishments. The Bill Russell Legacy Foundation, established by the Boston Celtics Shamrock Foundation, funded the project. The art is by Ann Hirsch of Somerville, Massachusetts, in collaboration with Pressley Associates Landscape Architects of Boston. The statue was unveiled on November 1, 2013, with Russell in attendance. During the spring of 2015, two statues of children were added, honoring Russell's commitment to working with children. These statues were modeled by a local boy from Somerville and multiple girls from the surrounding area. ### West Coast Conference's Russell Rule On August 2, 2020, the West Coast Conference (WCC), which has been home to Russell's alma mater of USF since the league's formation in 1952, became the first NCAA Division I conference to adopt a conference-wide diversity hiring commitment, announcing the Russell Rule, named after Russell and based on the National Football League's Rooney Rule. In its announcement, the WCC stated: "The 'Russell Rule' requires each member institution to include a member of a traditionally underrepresented community in the pool of final candidates for every athletic director, senior administrator, head coach and full-time assistant coach position in the athletic department." ## NBA career statistics ### Regular season ### Playoffs Source: ## Head coaching record \|- \|style="text-align:left;"\|Boston \|style="text-align:left;"\|1966–67 \|81\|\|60\|\|21\|\|.671\|\| style="text-align:center;"\|2nd in Eastern\|\|9\|\|4\|\|5\|\|.444 \|style="text-align:center;"\|Lost in Division finals \|-! style="background:#FDE910;" \|style="text-align:left;"\|Boston \|style="text-align:left;"\|1967–68 \|82\|\|54\|\|28\|\|.659\|\| style="text-align:center;"\|2nd in Eastern\|\|19\|\|12\|\|7\|\|.632 \|style="text-align:center;"\|Won NBA championship \|-! style="background:#FDE910;" \|style="text-align:left;"\|Boston \|style="text-align:left;"\|1968–69 \|82\|\|48\|\|34\|\|.585\|\| style="text-align:center;"\|4th in Eastern\|\|18\|\|12\|\|6\|\|.667 \|style="text-align:center;"\|Won NBA championship \|- \|style="text-align:left;"\|Seattle \|style="text-align:left;"\|1973–74 \|82\|\|36\|\|46\|\|.439\|\| style="text-align:center;"\|3rd in Pacific\|\|—\|\|—\|\|—\|\|— \|style="text-align:center;"\|Missed playoffs \|- \|style="text-align:left;"\|Seattle \|style="text-align:left;"\|1974–75 \|82\|\|43\|\|39\|\|.524\|\| style="text-align:center;"\|2nd in Pacific\|\|9\|\|4\|\|5\|\|.444 \|style="text-align:center;"\|Lost in Conference semifinals \|- \|style="text-align:left;"\|Seattle \|style="text-align:left;"\|1975–76 \|82\|\|43\|\|39\|\|.524\|\| style="text-align:center;"\|2nd in Pacific\|\|6\|\|2\|\|4\|\|.333 \|style="text-align:center;"\|Lost in Conference semifinals \|- \|style="text-align:left;"\|Seattle \|style="text-align:left;"\|1976–77 \|82\|\|40\|\|42\|\|.488\|\| style="text-align:center;"\|4th in Pacific\|\|—\|\|—\|\|—\|\|— \|style="text-align:center;"\|Missed playoffs \|- \|style="text-align:left;"\|Sacramento \|style="text-align:left;"\|1987–88 \|58\|\|17\|\|41\|\|.293\|\| style="text-align:center;"\|(dismissed)\|\|—\|\|—\|\|—\|\|— \|style="text-align:center;"\|— \|-class="sortbottom" \|style="text-align:left;"\|Career \|\|\|631\|\|341\|\|290\|\|.540\|\| \|\|61\|\|34\|\|27\|\|.557\|\| ## Personal life and death Russell was married to his college sweetheart Rose Swisher from 1956 to 1973. They had three children: daughter Karen Russell, a television pundit and lawyer, and sons William Jr. and Jacob. The couple grew emotionally distant and divorced. In 1977, he married Dorothy Anstett, Miss USA of 1968; they divorced in 1980. In 1996, Russell married his third wife, Marilyn Nault; their marriage lasted until her death in January 2009. Russell was married to Jeannine Russell at the time of his death. He was a resident of Mercer Island, Washington, for nearly five decades. His older brother was the noted playwright Charlie L. Russell. In 1959, Russell became the first NBA player to visit Africa. Russell was a member of Kappa Alpha Psi fraternity, having been initiated into its Gamma Alpha chapter while a student at University of San Francisco. On October 16, 2013, Russell was arrested for bringing his registered, loaded .38-caliber Smith & Wesson handgun to the Seattle–Tacoma International Airport. He was issued a citation and released, and the Transportation Security Administration indicated it would levy a civil penalty, which would be between \$3,000 and \$7,500. Russell died at his Mercer Island, Washington, home on July 31, 2022, at the age of 88. The news was announced in a Twitter post by his family. In a statement, NBA Commissioner Adam Silver said that Russell was "the greatest champion in all of team sports". ## Earnings During his career, Russell was one of the first big earners in NBA basketball. His 1956 rookie contract was worth \$24,000 (), only fractionally smaller than the \$25,000 of top earner and teammate Bob Cousy. Russell never had to work part-time. This was in contrast to other Celtics who had to work during the offseason to maintain their standard of living; Tom Heinsohn sold insurance, Gene Guarilia was a professional guitar player, Cousy ran a basketball camp, and Red Auerbach invested in plastics and a Chinese restaurant. When Wilt Chamberlain became the first NBA player to earn \$100,000 in salary in 1965 (), Russell went to Auerbach and demanded a \$100,001 salary, which he promptly received. For his promotion to coach, the Celtics paid Russell an annual salary of \$25,000 which was in addition to his salary as a player. Although the salary was touted in the press as a record for an NBA coach, it is unclear whether Russell's continued \$100,001 salary as a player was included in the calculation. Russell also had a shoe designed by Bristol Manufacturing Corporation in 1966, the Bill Russell Professional Basketball Shoe. ## Personality In 1966, The New York Times wrote that "Russell's main characteristics are pride, intelligence, an active and appreciative sense of humor, a preoccupation with dignity, a capacity for consideration once his friendship or sympathy has been aroused, and an unwillingness to compromise whatever truths he has accepted." In 2009, Russell wrote his paternal grandfather's motto, passed down to his father and then to him: "A man has to draw a line inside himself that he won't allow any man to cross." Russell said he was "proud of my grandfather's heroic dignity against forces more powerful than him ... he would not allow himself to be oppressed or intimidated by anyone." He wrote these words after recounting how grandfather Jake Russell had stood up to the Ku Klux Klan and other whites who attempted to thwart his efforts to build a schoolhouse for black children; his grandfather was the first person in Russell's patrilineal line born free in North America and was himself illiterate. Russell's motto became: "If you disrespect that line, you disrespect me." ### As a competitor Russell was driven by "a neurotic need to win", as his Celtic teammate Tom Heinsohn observed. He was so tense before every game that he regularly vomited in the locker room; early in his career, it happened so frequently that his fellow Celtics were more worried when it did not happen than when it did. Later in Russell's career, John Havlicek said of his teammate and coach that he threw up less often than early in his career, only doing so "when it's an important game or an important challenge for him—someone like Chamberlain, or someone coming up that everyone's touting. [The sound of Russell throwing up] is a welcome sound, too, because it means he's keyed up for the game, and around the locker room we grin and say, 'Man, we're going to be all right tonight.'" In a retrospective interview, Russell described the state of mind he felt he needed to enter in order to be able to play basketball: "I had to almost be in a rage. Nothing went on outside the borders of the court. I could hear anything, I could see anything, and nothing mattered. And I could anticipate every move that every player made." Russell was also known for his natural authority. When he became player-coach in 1966, Russell bluntly said to his teammates that "he intended to cut all personal ties to other players" and seamlessly made the transition from their peer to their superior. At the time his additional role of coach was announced, Russell publicly stated he believed Red Auerbach's impact as a coach confined every or almost every relationship with each Celtic player to a strictly professional one. Russell regarded Auerbach as "the greatest of all coaches". ### Off the court Russell was known for his distinctive high-pitched laugh, of which Auerbach quipped: "There are only two things that could make me quit coaching. My wife and Russell's laugh." To teammates and friends, Russell was open and amicable; he was extremely distrusting and cold towards anyone else. Journalists were often treated to the "Russell Glower", described as an "icily contemptuous stare accompanied by a long silence". Russell was also notorious for his refusal to give autographs or acknowledge the Celtics fans, and was called "the most selfish, surly and uncooperative athlete" by one pundit. ### Russell–Chamberlain relations For most of his career, Russell and his perennial opponent Wilt Chamberlain were close friends. Chamberlain often invited Russell over for Thanksgiving dinner; at Russell's place, conversation mostly concerned Russell's electric trains. The close relationship ended after Game 7 of the 1969 NBA Finals, when Chamberlain injured his knee with six minutes left and was forced to leave the game. During a conversation with students, a reporter—unknown to Russell—heard Russell describe Chamberlain as a malingerer and accused him of "copping out" of the game when it seemed that the Lakers would lose. He was livid with Russell and saw him as a backstabber. Chamberlain's knee was injured so badly that he could not play the entire offseason and he ruptured it the next season. The two men did not speak to each other for more than twenty years until Russell met with Chamberlain and personally apologized. After that, the two were often seen together at various events and interviewed as friends. When Chamberlain died in 1999, Chamberlain's nephew said that Russell was the second person he was told to call. In delivering a eulogy for Chamberlain, Russell stated that he did not consider them to be rivals, but rather to have a competition, and that the pair would "be friends through eternity". Chamberlain outscored Russell 30 to 14.2 and outrebounded him 28.2 to 22.9 in the regular season, and he also outscored him 25.7 to 14.9 and outrebounded him 28 to 24.7 in the playoffs. Russell's Celtics went 57–37 in the regular season against Chamberlain's teams and 29–20 in the playoffs, Chamberlain's losing seven of the eight series. ## Racist abuse, controversy, and relationship with Boston fans Russell's life was marked by an uphill battle against racism and controversial actions and statements in response to racism. As a child, he witnessed how his parents were victims of racial abuse, and the family eventually moved into government housing projects to escape the daily torrent of bigotry. When he later became a standout college player at USF, Russell recalled how he and his few fellow black teammates were jeered by white students. Even after he became a star with the Celtics, Russell was the victim of racial abuse. When the NBA All-Stars toured the U.S. in the 1958 offseason, white hotel owners in segregated North Carolina denied rooms to Russell and his black teammates, causing him to later write in his 1966 memoir Go Up for Glory: "It stood out, a wall which understanding cannot penetrate. You are a Negro. You are less. It covered every area. A living, smarting, hurting, smelling, greasy substance which covered you. A morass to fight from." Before the 1961–62 season, Russell's team was scheduled to play in an exhibition game in Lexington, Kentucky, when Russell and his black teammates were refused service at a local restaurant. As part of the 1961 Celtics boycott, he and the other black teammates refused to play in the exhibition game and flew home, drawing a great deal of controversy and publicity. As a consequence of his endured racist abuse, Russell was extremely sensitive to all racial prejudice. According to Taylor, he often perceived insults even if others did not. He was active in the Black Power movement and was among the African-American athletes and the one political leader who came together at the 1967 Cleveland Summit to support Muhammad Ali and his decision to refuse to be drafted. He was often called Felton X, presumably in the tradition of the Nation of Islam's practice of replacing a European slave name with an X and purchased land in Liberia. Russell's public statements became increasingly militant, and he was quoted as saying: "I dislike most white people because they are people ... I like most blacks because I am black." Russell articulated these views with a measure of self-criticism, saying: "I consider this a deficiency in myself—maybe. If I looked at it objectively, detached myself, it would be a deficiency." When his white Celtics teammate Frank Ramsey asked whether he hated him, Russell stated that he had been misquoted but few believed it. According to Taylor, Russell discounted the fact that his career was facilitated by white people who were proven anti-racists: his high school coach George Powles, who encouraged him to play basketball, his college coach Phil Woolpert, who integrated USF basketball, Celtics coach Red Auerbach, who made him the first black NBA coach and is regarded as an anti-racist pioneer for his no color barrier, and Celtics owner Walter A. Brown, who gave him a high \$24,000 rookie contract, just \$1,000 shy of the top-earning veteran Bob Cousy. In a 1963 article by Sports Illustrated, Russell said he had "never met a finer person [than George Powles] ... I owe so much to him it's impossible to express." Years after Taylor's book, Russell published the autobiographical account Red and Me, which chronicled his lifelong friendship with Auerbach. Of the book, Bill Bradley wrote for The New York Times Book Review that "Bill Russell is a private, complex man, but on the subject of his love of Red Auerbach and his Celtic teammates, he's loud and clear." In the book, Russell wrote: "Whenever I leave the Celtics locker room, even Heaven wouldn't be good enough because anywhere else is a step down ... With Red [Auerbach] and Walter Brown, I was the freest athlete on the planet. I could always be myself with them and they were always there for me." Describing the Celtics organization, as distinguished from Boston sports fans in the 1950s and 1960s, as very progressive racially, Russell recalled in 2010 a list of the organization's accomplishments on racial progress both in terms of objective milestones and his own subjective experience as a member of the organization. He said: > "The Celtics were the first [NBA basketball] team to draft a black player, period: a guy named Chuck Cooper from Duquesne. The first team to start five black players was the Boston Celtics. The first [NBA organization] to hire a black [head] coach was the Boston Celtics, and they've had at least five [black head-coaches] over the years. > > And so the guy that owned the Celtics [Walter Brown] was [in addition to Auerbach for whom Russell expressed 'respect' and 'actual love'] another one of the fine, good, and decent human beings that I've ever encountered. When the Celtics drafted Chuck Cooper and they came into Washington, D.C., to sign his contract, Walter Brown the owner of the team walked up to him and said: 'Mr. Cooper, the Boston Celtics will never embarrass you.' That's the first thing Walter Brown said to Chuck Cooper. And that's the kind of guy [Brown] was. > > And so the Celtics—all we looked for was: 'Can he play?' And what we would do is—[Auerbach] trusted all his players—so like when he'd make a coaching decision, he could talk: he talked to [Bob] Cousy [who is white], he talked to me [black], he talked to [Bill] Sharman [white], he talked to Sam [Jones] [black]—all of us: 'What do you think?' [Auerbach would] get the information from us and then make a decision based on that information and his thoughts. So we never, or at least I never, ever considered him as having ulterior motives for whatever he did." In 1966, Russell was promoted to head coach of the Celtics. During a press conference, Russell was asked: "As the first Negro head coach in a major league sport, can you do the job impartially without any racial prejudice in reverse?" He replied: "Yes." When the reporter asked how, Russell responded: "Because the most important factor is respect. And in basketball I respect a man for his ability, period." As a result of repeated racial bigotry, Russell refused to respond to fan acclaim or friendship from his neighbors, thinking it was insincere and hypocritical. This attitude contributed to his bad rapport with fans and journalists. He alienated Celtics fans by saying: "You owe the public the same it owes you, nothing! I refuse to smile and be nice to the kiddies." This supported the opinion of many white fans that Russell, who was by then the highest-paid Celtic, was egotistical, paranoid, and hypocritical. The already hostile atmosphere between Russell and Boston hit its apex when vandals broke into his house in Reading, Massachusetts, covered the walls with racist graffiti, damaged his trophies, and defecated in the beds. In response, Russell described Boston as a "flea market of racism". He was quoted as saying: "From my very first year I thought of myself as playing for the Celtics, not for Boston. The fans could do or think whatever they wanted." Referring to a time when the Celtics did not frequently sell out the Boston Garden, while the generally mediocre and all-white NHL Boston Bruins did, Russell recalled: "We [the Celtics] did a survey about what we could do to improve attendance. Over 50 percent of responses said 'There's too many black players.'" In retirement, Russell described the Boston press as corrupt and racist; in response, Boston sports journalist Larry Claflin claimed that Russell himself was the real racist. The FBI maintained a file on Russell and described him in their file as "an arrogant Negro who won't sign autographs for white children". Russell refused to attend the ceremony when his jersey No. 6 was retired in 1972; he also refused to attend his induction into the Hall of Fame in 1975. While Russell long had sore feelings towards Boston, there was something of a reconciliation, and he visited the city regularly in his later years, something he never did in the years immediately after his retirement. On November 15, 2019, Russell accepted the Hall of Fame ring in a private ceremony with family. When Russell originally retired, he demanded that his jersey be retired in an empty Boston Garden. In 1995, the Celtics left the Boston Garden and entered the FleetCenter, now known as the TD Garden; as the main festive act, the Celtics wanted to re-retire Russell's jersey in front of a sellout audience. Perennially wary of what he long perceived as a racist city, Russell decided to make amends and gave his approval. On May 6, 1999, the Celtics re-retired Russell's jersey in a ceremony attended by his on-court rival and friend Chamberlain, along with Celtics legend Larry Bird and Hall of Famer Kareem Abdul-Jabbar. The crowd gave Russell a prolonged standing ovation, which brought tears to his eyes. He thanked Chamberlain for taking him to the limit and "making [him] a better player", and the crowd for "allowing [him] to be a part of their lives." In December 2008, the We Are Boston Leadership Award was presented to Russell. On September 26, 2017, Russell posted a photograph of himself to a previously unused Twitter account in which he was taking the knee in solidarity with the U.S. national anthem kneeling protests. Russell wore his Presidential Medal of Freedom and the image was captioned: "Proud to take a knee, and to stand tall against social injustice." In an interview with ESPN, Russell said he wanted the NFL players to know they were not alone. ## See also - List of National Basketball Association career rebounding leaders - List of National Basketball Association career minutes played leaders - List of National Basketball Association career playoff rebounding leaders - List of National Basketball Association career playoff triple-double leaders - List of National Basketball Association annual rebounding leaders - List of National Basketball Association annual minutes leaders - List of National Basketball Association single-game rebounding leaders - List of National Basketball Association single-season rebounding leaders - List of National Basketball Association rookie single-season rebounding leaders - List of National Basketball Association longest winning streaks - List of NBA players with most championships - List of NCAA Division I men's basketball career rebounding leaders - Race and ethnicity in the NBA ## Selected publications
13,994,533
Catherine de' Medici's building projects
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Series of French Renaissance architectural projects
[ "Architectural history", "Burial monuments and structures", "Catherine de' Medici", "Châteaux in France", "French Renaissance", "French architecture writers", "House of Medici", "House of Valois", "Renaissance architecture in France" ]
Catherine de' Medici was also patron for building projects including the Valois chapel at Saint-Denis, the Tuileries Palace, and the Hôtel de la Reine in Paris, and extensions to the château of Chenonceau, near Blois. Born in 1519 in Florence to an Italian father and a French mother, Catherine de' Medici was a daughter of both the Italian and the French Renaissance. She grew up in Florence and Rome under the wing of the Medici popes, Leo X and Clement VII. In 1533, at the age of fourteen, she left Italy and married Henry, the second son of Francis I and Queen Claude of France. On doing so, she entered the greatest Renaissance court in northern Europe. King Francis set his daughter-in-law an example of kingship and artistic patronage that she never forgot. She witnessed his huge architectural schemes at Chambord and Fontainebleau. She saw Italian and French craftsmen at work together, forging the style that became known as the first School of Fontainebleau. Francis died in 1547, and Catherine became queen consort of France. But it wasn't until her husband King Henry's death in 1559, when she found herself at forty the effective ruler of France, that Catherine came into her own as a patron of architecture. Over the next three decades, she launched a series of costly building projects aimed at enhancing the grandeur of the monarchy. During the same period, however, religious civil war gripped the country and brought the prestige of the monarchy to a dangerously low ebb. Catherine loved to supervise each project personally. The architects of the day dedicated books to her, knowing that she would read them. Though she spent colossal sums on the building and embellishment of monuments and palaces, little remains of Catherine's investment today: one Doric column, a few fragments in the corner of the Tuileries gardens, an empty tomb at Saint Denis. The sculptures she commissioned for the Valois chapel are lost, or scattered, often damaged or incomplete, in museums and churches. Catherine de' Medici's reputation as a sponsor of buildings rests instead on the designs and treatises of her architects. These testify to the vitality of French architecture under her patronage. ## Influences Historians often assume that Catherine's love for the arts stemmed from her Medici heritage. "As the daughter of the Medici," suggests French art historian Jean-Pierre Babelon, "she was driven by a passion to build and a desire to leave great achievements behind her when she died." Born in Florence in 1519, Catherine lived at the Medici palace, built by Cosimo de' Medici to designs by Michelozzo di Bartolomeo. After moving to Rome in 1530, she lived, surrounded by classical and Renaissance treasures, at another Medici palace (now called the Palazzo Madama). There she watched the leading artists and architects of the day at work in the city. When she later commissioned buildings herself, in France, Catherine often turned to Italian models. She based the Tuileries on the Pitti palace in Florence; and she originally planned the Hotel de la Reine with the Uffizi palace in mind. Catherine, however, left Italy in 1533 at the age of fourteen and married Henry of Orléans, the second son of King Francis I of France. Though she kept in touch with her native Florence, her taste matured at the itinerant royal court of France. Her father-in-law impressed Catherine deeply as an example of what a monarch should be. She later copied Francis' policy of setting the grandeur of the dynasty in stone, whatever the cost. His lavish building projects inspired her own. Francis was a compulsive builder. He began extension works at the Louvre, added a wing to the old castle at Blois, and built the vast château of Chambord, which he showed off to the emperor Charles V in 1539. He also transformed the lodge at Fontainebleau into one of the great palaces of Europe, a project that continued under Henry II. Artists such as Rosso Fiorentino and Francesco Primaticcio worked on the interior, alongside French craftsmen. This meeting of Italian Mannerism and French patronage bred an original style, later known as the first School of Fontainebleau. Featuring frescoes and high-relief stucco in the shape of parchment or curled leather strapwork, it became the dominant decorative fashion in France in the second half of the sixteenth century. Catherine later herself employed Primaticcio to design her Valois chapel. She also patronised French talent, such as the architects Philibert de l'Orme and Jean Bullant, and the sculptor Germain Pilon. The death of Henry II from jousting wounds in 1559 changed Catherine's life. From that day, she wore black and took as her emblem a broken lance. She turned her widowhood into a political force that validated her authority during the reigns of her three weak sons. She also became intent on immortalizing her sorrow at the death of her husband. She had emblems of her love and grief carved into the stonework of her buildings. She commissioned a magnificent tomb for Henry, as the centrepiece of an ambitious new chapel. In 1562, a long poem by Nicolas Houël likened Catherine to Artemisia, who had built the Mausoleum at Halicarnassus, one of the Seven Wonders of the Ancient World, as a tomb for her dead husband. Artemesia had also acted as regent for her children. Houël laid stress on Artemesia's devotion to architecture. In his dedication to L'Histoire de la Royne Arthémise, he told Catherine: > You will find here the edifices, columns, and pyramids that she had built both at Rhodes and Halicarnassus, which will serve as remembrances for those who reflect on our times and who will be astounded at your own buildings–the palaces at the Tuileries, Montceaux, and Saint-Maur, and the infinity of others that you have constructed, built, and embellished with sculptures and beautiful paintings. ## Valois Chapel In memory of Henry II, Catherine decided to add a new chapel to the basilica of Saint Denis, where the kings of France were traditionally buried. As the centrepiece of this circular chapel, sometimes known as the Valois rotunda, she commissioned a magnificent and innovative tomb for Henry and herself. The design of this tomb should be understood in the context of its planned setting. The plan was to integrate the tomb's effigies of the king and queen with other statues throughout the chapel, creating a vast spatial composition. Catherine's approval would have been essential for such a departure from funerary tradition. ### Architecture To lead the Valois chapel project, Catherine chose Francesco Primaticcio, who had worked for Henry at Fontainebleau. Primaticcio designed the chapel as a round building, crowned by a dome, to be joined to the north transept of the basilica. The interior and exterior of the chapel were to be decorated with pilasters, columns, and epitaphs in coloured marble. The building would contain six other chapels circling the tomb of Henry and Catherine. Primaticcio's circular design solved the problems faced by the Giusti brothers and Philibert de l'Orme, who had built previous royal tombs. Whereas de l'Orme had designed the tomb of Francis I to be viewed only from the front or the side, Primaticcio's design allowed the tomb to be viewed from all angles. Art historian Henri Zerner has called the plan "a grand ritualistic drama which would have filled the rotunda's celestial space". Work on the chapel began in 1563 and continued over the next two decades. Primaticcio died in 1570, and the architect Jean Bullant took over the project two years later. After Bullant's death in 1578, Baptiste du Cerceau led the work. Du Cerceau made minor alterations to Bullant's designs and completed the walls to the top of the second story when construction was abandoned in 1585. The chapel was demolished in the early 18th century. ### Tomb Several of the monuments built for the Valois chapel have survived. These include the tomb of Catherine and Henry—in Zerner's view, "the last and most brilliant of the royal tombs of the Renaissance". Primaticcio himself designed its structure, which eliminated the traditional bas-reliefs and kept ornamentation to a minimum. The sculptor Germain Pilon, who had provided statues for the tomb of Francis I, carved the tomb's two sets of effigies, which represented death below and eternal life above. The king and queen, cast in bronze, kneel in prayer (priants) on a marble canopy supported by twelve marble columns. Their poses echo those on the nearby tombs of Louis XII and Francis I. Pilon's feel for the material, however, invests his statues with a greater sense of movement. The remains of the king and queen originally lay in the mortuary chamber below, but in 1793, a mob tossed Catherine and Henry's bones into a pit with the rest of the French kings and queens. Catherine's effigy suggests sleep rather than death, while Henry is posed strikingly, with his head thrown back. From 1583, Pilon also sculpted two later gisants of Catherine and Henry wearing their crowns and coronation robes. In this case, he portrays Catherine realistically, with a double chin. These two statues were intended to flank the altar of the chapel. Pilon's four bronze statues of the cardinal virtues stand at the corners of the tomb. Pilon also carved the reliefs round the base that recall Bontemps' work on the monument for the heart of Francis I. ### Statuary In the 1580s, Pilon began work on statues for the chapels that were to circle the tomb. Among these, the fragmentary Resurrection, now in the Louvre, was designed to face the tomb of Catherine and Henry from a side chapel. This work owes a clear debt to Michelangelo, who had designed the tomb and funerary statues for Catherine's father at the Medici chapels in Florence. Pilon's statue of St Francis in Ecstasy now stands in the church of St Jean and St François. In art historian Anthony Blunt's view, it marks a departure from the tension of Mannerism and "almost foreshadows" the Baroque. Pilon had by this time developed a freer style of sculpture than previously seen in France. Earlier French sculpture seems to have influenced him less than Primaticcio's decorations at Fontainebleau: the work of his predecessor Jean Goujon, for example, is more linear and classical. Pilon openly depicts extreme emotion in his work, sometimes to the point of the grotesque. His style has been interpreted as a reflection of a society torn by the conflict of the French wars of religion. ## Montceaux Catherine's earliest building project was the Château de Montceaux-en-Brie, near Paris, which Henry II gave her in 1556, three years before his death. The building consisted of a central pavilion housing a straight staircase, and two wings with a pavilion at each end. Catherine wanted to cover the alley in the garden where Henry played pall mall, an early form of croquet. For this commission, Philibert de l'Orme built her a grotto. He set it on a base made to look like natural rock, from which guests could watch the games while taking refreshments. The work was completed in 1558 but has not survived. The château ceased to be used as a royal residence after 1640, and had fallen into ruin by the time it was demolished by revolutionary decree in 1798. ## Tuileries After the death of Henry II, Catherine abandoned the palace of the Tournelles, where Henry had lain after a lance fatally pierced his eye and brain in a joust. To replace the Tournelles, she decided in 1563 to build herself a new Paris residence on the site of some old tile kilns or tuileries. The site was close to the congested Louvre, where she kept her household. The grounds extended along the banks of the Seine and afforded a view of the countryside to the south and west. The Tuileries was the first palace that Catherine had planned from the ground up. It was to grow into the largest royal building project of the last quarter of the sixteenth century in western Europe. Her massive building schemes would have transformed western Paris, as seen from the river, into a monumental complex. To design the new palace, Catherine brought back Philibert de l'Orme from disgrace. This arrogant genius had been sacked as superintendent of royal buildings at the end of Henry II's reign, after making too many enemies. De l'Orme mentioned the project in his treatises on architecture, but his ideas are not fully known. It appears from the small amount of work carried out that his plans for the Tuileries departed from his known principles. De l'Orme is said to have "taught France the classical style—lucid, rational and regular". He notes, however, that in this case he added rich materials and ornaments to please the queen. The plans therefore include a decorative element that looks forward to Bullant's later work and to a less classical style of architecture. For the pilasters of Catherine's palace, de l'Orme chose the Ionic order, which he considered a feminine form: > I will not go on to other matters without pointing out to you that I chose the present Ionic order, from amongst all others, in order to ornament and to give lustre to the palace, which Her Majesty the Queen, mother of the most Christian King Charles IX, today is having built at Paris ... The other reason why I wanted to use and to show the Ionic order properly, on the palace of Her Majesty the Queen, is because it is feminine and was devised according to the proportions and beauties of women and goddesses, as was the Doric to those of men, which is what the ancients have told me: for, when they decided to build a temple to a god, they used the Doric, and to a goddess, the Ionic. Yet all architects have not followed that [principle], shown in Vitruvius's text ... accordingly I have made use, at the palace of Her Majesty the Queen, of the Ionic order, on the view that it is delicate and of greater beauty than the Doric, and more ornamented and enriched with distinctive features. Catherine de' Medici was closely involved in planning and supervising the building. De l'Orme records, for example, that she told him to take down some Ionic columns that struck her as too plain. She also insisted on large panels between the dormers to make room for inscriptions. Only a part of de l'Orme's scheme was ever built: the lower section of a central pavilion, containing an oval staircase, and a wing on either side. Though work on de l'Orme's design was abandoned in 1572, two years after his death, it is nonetheless held in high regard. According to Thomson, "The surviving portions of the palace scattered between the Tuileries gardens, the courtyards of the Ecole des Beaux-Arts [Paris] and the Château de la Punta in Corsica show that the columns, pilasters, dormers and tabernacles of the Tuileries were the outstanding masterpieces of non-figurative French Renaissance architectural sculpture". De l'Orme's original plans have not survived. Jacques Androuet du Cerceau, however, has left us a set of plans for the Tuileries. One engraving shows a grandiose palace, with three courts and two oval halls. This design is atypical of de l'Orme's style and so is likely to have been du Cerceau's own proposal or his son Baptiste's. It recalls the houses with tall pavilions and multiple courtyards that du Cerceau often drew in the 1560s and 1570s. Architectural historian David Thomson suggests that the oval halls within du Cerceau's courtyards were Catherine de' Medici's idea. She may have planned to use them for her famously lavish balls and entertainments. Du Cerceau's drawings reveal that, before he published them in 1576, Catherine decided to join the Louvre to the Tuileries by a gallery running west along the north bank of the Seine. Only the ground floor of the first section, the Petite Galerie, was completed in her lifetime. It was left to Henry IV, who ruled from 1589 to 1610, to add the second floor and the Grande Galerie that finally linked the two palaces. After de l'Orme died in 1570, Catherine abandoned his design for a freestanding house with courtyards. To his unfinished wing she added a pavilion that extended the building towards the river. This was built in a less experimental style by Jean Bullant. Bullant attached columns to his pavilion, as advocated in his 1564 book on the classical orders, to mark proportion. Some commentators have interpreted his different approach as a criticism of de l'Orme's departures from the style of Roman monuments. Despite its unfinished state, Catherine often visited the palace. She held banquets and festivities there and loved to walk in the gardens. According to the French military leader Marshal Tavannes, it was in the Tuileries gardens that she planned the St. Bartholomew's Day massacre, in which thousands of Huguenots were butchered in Paris. The gardens had been laid out before work on the palace halted. They included canals, fountains, and a grotto decorated with glazed animals by the potter Bernard Palissy. In 1573, Catherine hosted the famous entertainment at the Tuileries that is depicted on the Valois tapestries. This was a grand ball for the Polish envoys who had come to offer the crown of Poland to her son, the duke of Anjou, later Henry III of France. Henry IV later added to the Tuileries; but Louis XVI was to dismantle sections of the palace. The communards set fire to the remainder in 1871. Twelve years later, the ruins were demolished and then sold off. ## Saint-Maur The palace of Saint-Maur-des-Fossés, south east of Paris, was another of Catherine's unfinished projects. She bought this building, on which Philibert de l'Orme had worked, from the heirs of Cardinal Jean du Bellay, after the latter's death in 1560. She then commissioned de l'Orme to finish the work he had begun there. Drawings by Jacques Androuet du Cerceau in the British Museum may shed light on Catherine's intentions for Saint-Maur. They show a plan to enlarge each wing by doubling the size of the pavilions next to the main block of the house. The house was to stay as one storey, with a flat roof and rusticated pilasters. That meant the extensions would not unbalance the masses of the building as seen from the side. De l'Orme died in 1570; in 1575 an unknown architect took over at Saint-Maur. The new man proposed to heighten the pavilions on the garden side and top them with pitched roofs. He also planned two more arches over de l'Orme's terrace, which joined the pavilions on the garden side. In historian R. J. Knecht's view, the scheme would have given this part of the house, a "colossal, even grotesque" pediment. The work was only partly carried out, and the house was never fit for Catherine to live in. The Château de Saint-Maur, still in the possession of the Condé family, was nationalised during the French Revolution, emptied of its contents, and its terrains divided up among real-estate speculators. The structure was demolished for the value of its materials; virtually nothing remains. ## Hôtel de la Reine After de l'Orme's death, Jean Bullant replaced him as Catherine's chief architect. In 1572, Catherine commissioned Bullant to build a new home for her within the Paris city walls. She had outgrown her apartments at the Louvre and needed more room for her swelling household. To make space for the new scheme and its gardens, she had an entire area of Paris demolished. The new palace was known in Catherine's time as the Hôtel de la Reine and later as the Hôtel de Soissons. Engravings made by Israël Silvestre in about 1650 and a plan from about 1700 show that the Hôtel de la Reine possessed a central wing, a courtyard, and gardens. The walled gardens of the hôtel included an aviary, a lake with a water jet, and long avenues of trees. Catherine also installed an orangery that could be dismantled in winter. The actual construction work was carried out after Bullant's death in 1582. The building was demolished in the 1760s. All that remains of the Hôtel de la Reine today is a single Doric column, known as the Colonne de l'Horoscope or Medici column, which stood in the courtyard. It can be seen next to the domed Bourse de commerce. Catherine's biographer Leonie Frieda has called it "a poignant reminder of the fleeting nature of power". ## Chenonceau In 1576, Catherine decided to enlarge her château of Chenonceau, near Blois. On Henry II's death, she had demanded this property from Henry's mistress Diane de Poitiers. She had not forgotten that Henry had given this crown property to Diane instead of to her. In return, she gave Diane the less prized Chaumont. When Diane arrived at Chaumont, she found signs of the occult, such as pentangles drawn on the floor. She quickly withdrew to her château of Anet and never set foot in Chaumont again. Diane had carried out major works at Chenonceau, such as de l'Orme's bridge over the Cher. Now Catherine set out to efface or outdo her former rival's work. She lavished vast sums on the house and built two galleries on the extension over the bridge. The architect was almost certainly Bullant. The decorations show the fantasy of his late style. Catherine loved gardens and often conducted business in them. At Chenonceau, she added waterfalls, menageries, and aviaries, laid out three parks, and planted mulberry trees for silkworms. Jacques Androuet du Cerceau made drawings of a grandiose scheme for Chenonceau. A trapezoidal lower court leads to a forecourt of semicircular atria joined to two halls that flank the original house. These drawings may not be a reliable record of Bullant's plans. Du Cerceau "sometimes inserted in his book designs embodying ideas which he himself would have liked to see carried out rather than those of the actual designer of the building in question". Jacques Androuet du Cerceau was a favourite architect of Catherine's. Like Bullant, he became a more fantastical designer with time. Nothing he built himself, however, has survived. He is known instead for his engravings of the leading architectural schemes of the day, including Saint-Maur, the Tuileries, and Chenonceau. In 1576 and 1579, he produced the two-volume Les Plus Excellents Bastiments de France, a beautiful publication dedicated to Catherine. His work is an invaluable record of buildings that were never finished or were later substantially altered. ## End of the dynasty Catherine spent ruinous sums of money on buildings at a time of plague, famine, and economic hardship in France. As the country slipped deeper into anarchy, her plans grew ever more ambitious. Yet the Valois monarchy was crippled by debt and its moral authority was in steep decline. The popular view condemned Catherine's building schemes as obscenely extravagant. This was especially true in Paris, where the parlement was often asked to contribute to her costs. Ronsard captured the mood in a poem: > > The queen must cease building, Her lime must stop swallowing our wealth... Painters, masons, engravers, stone-carvers Drain the treasury with their deceits. Of what use is her Tuileries to us? Of none, Moreau; it is but vanity. It will be deserted within a hundred years. Ronsard was in many ways proved correct. The death of Catherine's beloved son Henry III in 1589, a few months after her own, brought the Valois dynasty to an end. Precious little of Catherine's grand building work has survived. ## See also - Catherine de' Medici's court festivals - Catherine de' Medici's patronage of the arts
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[ "2015 albums", "Albums produced by Marilyn Manson", "Alternative rock albums by American artists", "Blues rock albums by American artists", "Cooking Vinyl albums", "Gothic metal albums by American artists", "Marilyn Manson (band) albums", "Music based on the Faust legend" ]
The Pale Emperor is the ninth studio album by American rock band Marilyn Manson. It was released on January 15, 2015, through lead singer Marilyn Manson's Hell, etc. label, and distributed in the United States by Loma Vista Recordings and internationally by Cooking Vinyl. The album was issued in standard and deluxe editions on CD and double LP vinyl, and as a limited edition box set. The standard version of the album contains ten tracks; the deluxe edition includes three acoustic versions as bonus tracks. Produced by Manson and newcomer Tyler Bates, who Manson met through their mutual involvement in the TV series Californication, The Pale Emperor eschews the band's usual industrial rock style in favor of a sparser, blues rock-influenced sound. The album features drummer Gil Sharone, formerly of Stolen Babies and The Dillinger Escape Plan. It was the first album since his return to the band in 2008 to not include songwriting or performance contributions from bassist Twiggy Ramirez, who was busy with his own projects. The album is dedicated to Manson's mother, who died of Alzheimer's disease during production. The album was released to positive reviews from music critics. Several writers referred to it as the band's best album in over a decade, and multiple publications ranked it as one of the best albums of 2015. It was also a commercial success, debuting at number eight on the Billboard 200 with the band's highest opening week sales since Eat Me, Drink Me (2007). It topped Billboards Hard Rock Albums chart, as well as the national albums chart in Switzerland, and peaked within the top ten in fifteen other countries. Three official singles were released, "Third Day of a Seven Day Binge", "Cupid Carries a Gun" and "Deep Six"; the latter became the band's highest-peaking single on Billboard'''s Mainstream Rock Chart; "The Mephistopheles of Los Angeles" and "The Devil Beneath My Feet" have been released as promotional singles. The album was supported by The Hell Not Hallelujah Tour, which was interspersed with two co-headlining tours: The End Times with The Smashing Pumpkins, and a summer 2016 tour with Slipknot. ## Background and recording Marilyn Manson was one of the most controversial metal bands of the late 1990s. In 1999, news media scapegoated the band for influencing the perpetrators of the Columbine High School massacre, which the vocalist has claimed "totally shoved [my career] in the dirt". Subsequent albums were criticized by both critics and fans alike, and the band was dropped by its long-time record label Interscope in 2009. A year later, they signed a joint-venture deal with London-based independent record label Cooking Vinyl. Born Villain was released in 2012, and was heralded as a return to form. In August 2012, it was announced that Manson would play a fictionalized version of himself in a four-episode arc of the sixth season of TV series Californication. While filming its season finale, Manson met the series' score composer, Tyler Bates, and the two discussed a potential collaboration. In May 2013, Manson confirmed that production had started on new material. They held their first writing session in a small rehearsal space, accompanied by former Slayer drummer Dave Lombardo. This session proved unsuccessful, and the pair failed to write any substantial material. Bates later suggested that they hold further writing sessions at his home studio, which resulted in their composition of "Birds of Hell Awaiting" in "one spontaneous exchange". This was quickly followed by "Third Day of a Seven Day Binge". Manson said that the recording of the album "just became a rhythm. This was something I was excited to do." This is in stark contrast to the recording of The High End of Low (2009) and Born Villain, when he was frequently "dragged into the studio" late at night to record vocals. He credited this enthusiasm to the collaborative process between him and Bates, saying that he realized after the first performance of "Birds of Hell Awaiting" that "[I] just sang it. I didn't even know where the music was going to go and I just went with it and it was very organic. And then it opened up a whole different part of my mind." Bates called the recording process "seamless" because of the unconventional studio environment. Manson, isolated in a vocal booth with no more than three people in the control room at any one time, was free to improvise or develop new lyrics and vocal melodies at a high speed. By using Pro Tools, Bates was able to "manipulate the music in a way that would allow [Manson] to just keep working on it without causing [a delay]. If he had an idea, he could just throw it down without there being a lot to explain." The majority of the album was recorded during a three-month period. The band's manager, Tony Ciulla, only became aware that Manson had been recording new material when he was invited to Bates' home recording studio, where Bates played final cuts of nine of the album's ten tracks; "Cupid Carries a Gun" was the only track not yet completed. With the base tracks recorded, overdubbing took place over the following six months between Manson's acting commitments on Sons of Anarchy and Bates scoring the 2014 television series Salem. Gil Sharone, of The Dillinger Escape Plan and Stolen Babies, performed live drums on the album. Sharone was first contacted by Bates about the project in January 2014, three days before he was due to begin a tour with Stolen Babies. He developed and recorded his drum work over two days at Igloo Studios in Burbank, California. Long-time bassist – and Manson's chief collaborator – Twiggy did not take part in the writing and recording process, as he was busy recording his own material. It was the first release since his return to the band in 2008 to not feature Twiggy's involvement. His collaborator on the Goon Moon project, Fred Sablan, departed Marilyn Manson on good terms. Manson's Sons of Anarchy co-star Walton Goggins appears as a preacher on album track "Slave Only Dreams to Be King", reciting two verses from James Allen's early 20th-century essay As a Man Thinketh. Manson announced that the band's new album was "prepared for landing" in early September. He dedicated the record to his mother, Barbara Warner, who died on May 13, 2014, eight years after being diagnosed with Alzheimer's disease. ## Composition and style In a January 2014 interview with Kerrang! magazine, Manson described the sound of the album as being "very cinematic", saying that the "redneck in me comes out in my voice" owing to the album's inclusion of blues influences, while still retaining the harder elements of previous work. The album has been compared to the music which was used to soundtrack Sons of Anarchy. Manson called himself "a man of few words" [on the record], opting to allow melody to be its primary focus, instead of using characters or extended metaphors to compose lyrics. Lyrics for the album were all derived from a single notebook, with Manson admitting that the content of previous work was too scattered, as they were composed of material taken from up to 20 different notebooks. He has described it as being intentionally sparse lyrically, elaborating that blues music stems from the "guttural, visceral element of music. I [left] holes in these stories so it becomes your story, it becomes more cinematic. For example in the film Rosemary's Baby, you don't see the baby but in your mind you do." The Pale Emperor is a departure from the band's usual style, leaning away from the industrial production that appeared on much of their previous work and incorporating a sparser sound, which has been described as blues rock, alternative rock, hard rock, gothic metal, and alternative country. Manson cited the music of Muddy Waters, The Rolling Stones, and The Doors as inspirations. Steven Hyden of Grantland identified several parallels between The Pale Emperor and the Doors' 1971 album L.A. Woman, suggesting that in the two albums both bands were re-energized in the latter part of their career. He also compared Manson's vocal style to that of Jim Morrison, and claimed the album's lyrics echo Morrison's "self-destructive self-aggrandizement". The album's title is a reference to Constantius I – or Constantius the Pale – who was the first Roman emperor to deny the existence of a God. The album was inspired by an Antonin Artaud book given to Manson by actor Johnny Depp about the life of the decadent emperor Heliogabalus. Manson has said its meaning can have several interpretations: "complexion or Goth music or 'beyond the pale' or [...] everything 'pales in comparison' to it". Lyrically, the album deals with mortality, war, violence, slavery and religion, and includes references to Greek mythology and German folklore, specifically the story of Faust and Mephistopheles. "The Mephistopheles of Los Angeles" was the original title track and, according to Manson, the album's heart. The Pale Emperor makes use of an extended metaphor, in which Manson compares his own career to the life of Faust. He told The Philadelphia Inquirer that he "sold [his] soul to become a rock star, and this payment in full—with interest, considering the last few bills I didn't pay," explaining that he considered The High End of Low and Born Villain lacking in focus. He elaborated to Classic Rock magazine: If we stick to the Faust story – if I had been in that story – and I had sold my soul [to the devil] for fame and fortune, and had the arrogance of [Faust] to not want to pay back the deal, it's taken a few years for me to acknowledge to myself that I was hearing: 'Manson [rapping his knuckles on the table], the hell hounds are on your trail.' And this record is my payment. This is me giving back what I was given, or took. [...] If you believe in some mythology, and you want to live by those rules, then I had to say myself: 'I'm not really doing what I set out to do,' even though I tried to convince myself that I was. I'm not regretting the last few records that I've made, but since Holy Wood (In the Shadow of the Valley of Death), I've not made something with [that] sheer utter fearlessness and anger and force. Throughout the album, Manson sings in a different key than on any of the band's previous releases. He has claimed that his voice can emit five different tones simultaneously, and that mixing engineer Robert Carranza showed him that a recording of his vocals formed a visual pentagram when imported into a phrasal analyzer. Bates has said that the vocals on the album are stripped down in comparison to previous records, which he considered to be overproduced. ## Release and artwork The band announced the album's title and release date on its official website on November 9, 2014. Its global release schedule started on January 15, 2015. Formats included standard and deluxe edition CDs; a heavyweight 180-gram double LP vinyl album, available in black, white and a grey marble-effect limited edition, the latter of which was exclusive to Hot Topic; and as a digital download, including 24-bit AIFF and WAV format files, which were released exclusively on Qobuz. The LP discs were manufactured at Record Technology, Inc. in Camarillo, California, on high-quality vinyl. A digital download of the album was packaged with all LP editions. The standard version of the album contains ten tracks and the deluxe edition adds three acoustic versions as bonus tracks. Editions of the album sold at Walmart stores in North America feature a censored version of "The Devil Beneath My Feet". Manson later criticized the store and its gun sales policy, categorizing Walmart in an Australian interview as "that store in America which sells guns to kids but won't sell R-rated lyrics." Manson went on to joke that he might "do a signing at a Walmart store where I just sign guns, and you get a free record with it when you buy a gun." American CD versions of the album were packaged with black polycarbonate discs identical to those used by Sony for the original PlayStation in the early 1990s; the discs were sourced by Brian Schuman of Concord Music from the same plant Sony used. A heat-sensitive thermal texture was added to the CD, so that it appeared black when first opened but revealed a white pattern when exposed to the heat of a CD player. The album was also released as a limited edition "Definitive Box" set, which was sold exclusively on the bands webstore. Designed by Manson with Willo Perron and Hassan Rahim, the set included the deluxe CD and white vinyl editions of the album and several exclusive items, including a grey cloth-bound individually numbered collectors box, five lithographs designed by artist Nicholas Cope, a fold-out 24-inch poster, album sleeves printed on full-color UV-coated stock and a Pale Emperor T-shirt. A special edition containing a bonus DVD of music videos was later released in Japan. ## Promotion and singles Music from the album was previewed almost nine months before its official release, when "Cupid Carries a Gun" appeared as the opening theme to the television series Salem from April 27, 2014 onward. A large portion of the album track "Killing Strangers" was featured in the film John Wick, which was released in cinemas on October 24. Two days later, "Third Day of a Seven Day Binge" was premiered on BBC Radio 1's Rock Show by Daniel P. Carter. Immediately after the broadcast, the song was released for free download on the band's official website, and then released as a one-track single via music download services on November 10. The band, which consisted of Bates and Paul Wiley on guitars, Twiggy on bass and Sharone on drums, performed several new songs live for the first time in October and early November, when they played a handful of concerts in southern California. On Halloween night, they were joined onstage by actor Johnny Depp and Ninja from Die Antwoord for a performance of Manson's 1996 single "The Beautiful People" at the Roxy Theatre. On December 5, Manson settled a fifteen-year rift with The Smashing Pumpkins frontman Billy Corgan, joining the Pumpkins at their show at the Camden Palace Theatre in London to perform "Third Day of a Seven Day Binge" and Pumpkins song "Ava Adore". "Deep Six" was released as the album's official lead single on December 16. A music video for the song, directed by Bart Hess, was released on YouTube three days later. The song debuted at number 33 on Billboards Mainstream Rock Chart on the issue dated December 23, 2014, as the "greatest gainer" that week, before rising to number eight on the chart dated March 14, 2015, becoming the band's highest-peaking single on the chart. In response to the album leaking online, it was made available to stream on the site Genius on January 12, eight days ahead of its official US release. "Cupid Carries a Gun" was released as a digital single on January 7, 2015. The band began The Hell Not Hallelujah Tour on January 21, 2015. They performed at several music festivals throughout the year, including Soundwave in Australia, Rock am Ring and Rock im Park in Germany, the Download Festival in the UK and Hellfest in France. Manson and his father, Hugh Warner, appeared together in the February issue of Paper magazine. The shoot, by photographer Terry Richardson, featured the pair wearing identical make-up and contained an explicit image in which Hugh is shown fondling his own genitalia. On April 12, Bates announced that he had retired from the band's touring line-up under amicable circumstances. Bates said he had prepared the band to function without him, anticipating a departure once obligations in the film and TV industry made his schedule too difficult for touring. Rhythm guitarist Paul Wiley replaced Bates on lead guitar for the duration of the tour. A music video for "The Mephistopheles of Los Angeles", directed by Francesco Carrozzini and featuring a cameo from actor Michael K. Williams, was released on May 11. On June 11, Manson was honored with a Lifetime Achievement Award at the 2015 Kerrang! Awards. Later that month, he appeared as the keynote speaker at the 2015 Cannes Lions International Festival of Creativity. The End Times, a 23-date co-headlining tour of North America with The Smashing Pumpkins, began in Concord, California on July 7. On July 10, the band released a music video for "Third Day of a Seven Day Binge". In February 2016, Manson contributed vocals to a version of David Bowie's "Cat People (Putting Out Fire)" on Countach (For Giorgio), a tribute album to Giorgio Moroder curated by Shooter Jennings. A 16-bit music video for the song was released in August. The band also announced details of another co-headlining tour, this time with heavy metal band Slipknot. This tour was scheduled to begin on June 9 in Salt Lake City and consist of 34 dates in Amphitheatres throughout North America, with Of Mice & Men supporting. The first twelve dates of the tour were postponed after a physical examination revealed that Corey Taylor had broken two vertebrae in his neck. The tour began on June 28 in Nashville, Tennessee, with the postponed shows rescheduled for August. ## Critical reception The Pale Emperor received generally positive reviews from music critics. At Metacritic, which assigns a weighted mean rating out of 100 to reviews from music critics, the album received an average score of 71, indicating generally favorable reviews, based on 19 publications. Numerous publications referred to it as being the band's best album in over 15 years. Alec Chillingworth of Stereoboard suggested that it saw Manson "climbing back to the creative summit he fell from following Holy Wood." He praised the record for its musical diversity, saying that "by expanding his palette and finally getting it right, it reinstates Marilyn Manson as a relevant musical force, and an elder statesman of the industrial scene." He awarded the album four out of five stars. Several other writers compared it to Mechanical Animals (1998). A writer for Sonic Abuse said it was grander in scope than any of their albums since the late 90s, and ranked it among the best releases of the band's discography. The record was lauded for its combination of differing genres, and its concision. J.C. Maçek III of PopMatters praised the scope of musical variety found on the album, with particular acclaim given for its incorporation of alternative country elements. Fred Thomas of AllMusic noted its inclusion of blues influences, and said that this shift in musical direction resulted in the album sounding more sinister than any of the band's previous work. The record was featured in Loudwire as their editors' pick for the month of January 2015, where it was called a "satisfying listening experience from top to bottom". A reviewer for Music Feeds compared The Pale Emperor to Antichrist Superstar (1996), commenting that both albums work best when listened to as a whole. Drowned in Sound critic Dave Hanratty praised Bates' production and the album's consistency, writing "damned if the devil didn't bring his best tunes to this dance." Critics also praised the quality and maturity of the band's songwriting. Corey Deiterman of the Houston Press called The Pale Emperor a "triumphant return to the songwriting principles that made him famous in the first place." In a positive review for Yahoo! Music, Allan Raible highlighted the album's focus on songcraft instead of shock value. Similarly, Kerrang! said that it "trades shock-tastic thrills for something even darker", calling it "brave, smart and intriguing." Dean Brown of The Quietus said Manson was a revitalized performer, and praised the record for its addictive hooks. Jeff Miers of The Buffalo News, who regarded The Pale Emperor as the band's first excellent post-millennial collection of music, praised its lyrical content, saying that Manson sounds "both inspired and disgusted [throughout], which is usually the tightrope he walks when he's doing his best work." A review for Revolver dubbed it an album of the year contender, and it topped the publication's weekly readers poll. The album received some mixed reviews, however. Louis Pattison, reviewing for NME, said that the album would not be considered a classic, but complimented the material for a reduced emphasis on shock value. A reviewer for Consequence of Sound wrote that "A lack of 'oomph' prevents the album from landing a gut punch that would cover all of its flaws. Like an aging boxer, Manson lands jabs and the occasional uppercut, but he never topples his opponent." Neil McCormick of The Daily Telegraph compared the record to the early work of English gothic rock band Bauhaus, and said that while it was "undeniably effective [...] in small bursts," he found the whole "wearingly abrasive". Daniel Sylvester of Exclaim!, although he admired the ambition of the album, complained it was "lazy when it can get away with it". ### Year-end lists ### Decade-end lists ## Commercial performance Industry forecasters predicted that The Pale Emperor was on course for a top ten debut on the Billboard 200, with estimated first-week sales of around 42,000 units. The album debuted at number eight on the chart with sales of over 51,000 album-equivalent units, of which 49,000 units were "pure" album sales—that is, traditional copies of the album, rather than units calculated as a measure of track sales or streaming. This was the band's highest opening-week figure since Eat Me, Drink Me debuted at the same position with 88,000 copies in 2007, and was their sixth consecutive top ten album. It also debuted at number six on Billboard's Top Albums Sales—the current equivalent of the Billboard 200 before it was reconfigured to accommodate track sales and streaming—as well as number three on Top Rock Albums and number one on the Top Hard Rock Albums charts. On its second week, the album dropped to number 24 on the Top Albums Chart, selling a further 12,275 "pure" copies. As of December 2015, The Pale Emperor has sold more than 136,000 "pure" copies in the US. The album debuted at number four on the Canadian Albums Chart, with sales of over 5,000 copies on its first week according to Nielsen SoundScan. In Eurasia, the album debuted on the Russian Albums Chart at number ten on the chart dated January 18, 2015, based on three days of sale on the Russian iTunes store. The album rose to number two the following week, on its first full week of release in the country. It debuted at number one on the Swiss Albums Chart, making it the band's second number-one album there following The Golden Age of Grotesque (2003). In the United Kingdom, it debuted at number 16 with sales of 5,984 copies, and was their seventh consecutive album to peak within the top 20. The album peaked at number four on the German Albums Chart, and was their highest-charting album in the territory since Eat Me, Drink Me. The Pale Emperor became Manson's fifth top-ten album in France, where it debuted at number five with sales of over 6,700 copies. It has gone on to sell over 30,000 copies there. In Japan, the album debuted at number 25 on the Oricon Albums Chart, with sales of 3,610 copies. The album debuted at number six on the ARIA Albums Chart as the highest new entry that week. It was the band's fifth top-ten album in Australia, and their highest-peaking since The Golden Age of Grotesque. It debuted at number five in New Zealand, making it their first top five album in the country since Mechanical Animals peaked at number three in 1998. ## Track listing ## Personnel Credits adapted from the liner notes of the deluxe edition of The Pale Emperor''. - Recorded at Abattoir Studios, Studio City, California - Drums recorded by Gustavo Borner at Igloo Studios, Burbank, California - Mixed by Robert Carranza and Wolfgang Matthes at SPPP, Los Angeles, California - Mastering by Brian Lucey at Magic Garden Mastering, Los Angeles, California Marilyn Manson - Marilyn Manson – vocals, percussion, pill bottle (track 1), keyboards (track 6), production - Tyler Bates – guitar, guitar violin, bass guitar, keyboards, programming, production - Gil Sharone – drums Additional musicians - Roger Joseph Manning, Jr. – piano (track 6) - Frank Macchia – baritone and tenor saxophones (track 8) - Walton Goggins, Jr. – preacher (track 6) Technical - Emma Banks – executive booking agent - Tony Ciulla – management - Nicholas Cope – photography - Chris Daltson – executive booking agent - Dylan Eiland – additional programming - Joanne Higginbottom – Pro Tools editing - Wolfgang Matthes – additional programming - Willo Perron – creative direction - Hassan Rahim – art direction - Rick Roskin – booking agent - Laurie Soriano – legal ## Charts ### Weekly charts ### Year-end charts ## Release history ## See also - List of number-one albums of 2015 (Switzerland)
580,673
Strapping Young Lad
1,172,607,191
Canadian metal band
[ "1994 establishments in British Columbia", "Canadian progressive metal musical groups", "Canadian thrash metal musical groups", "Century Media Records artists", "Extreme metal musical groups", "Industrial metal musical groups", "Musical groups disestablished in 2007", "Musical groups established in 1994", "Musical quartets" ]
Strapping Young Lad was a Canadian extreme metal band formed by Devin Townsend in Vancouver in 1994. The band started as a one-man studio project; Townsend played most of the instruments on the 1995 debut album, Heavy as a Really Heavy Thing. By 1997, he had recruited permanent members; this line-up, which consisted of Townsend on vocals and guitar, Jed Simon on guitar, Byron Stroud on bass, and Gene Hoglan on drums, lasted until the band's dissolution. Strapping Young Lad's music was characterized by the use of polyrhythmic guitar riffing and drumming, blast beats and wall of sound production. The band's musical direction was mainly determined by Townsend, whose battle with mental health and dark sense of humor were major influences on his songwriting. Townsend was also noted for his eccentric appearance and on-stage behavior, which greatly contributed to the band's intense live performances. The band gained critical success and a growing underground fan base from their 1997 album City. After a hiatus between 1999 and 2002, the band released three more albums, reaching their commercial peak with the 2006 effort, The New Black. Townsend disbanded Strapping Young Lad in May 2007, announcing his decision to retreat from public view while continuing to record solo albums. ## History ### Heavy as a Really Heavy Thing and City (1994–1998) Strapping Young Lad began in 1994 as a solo project of Canadian musician Devin Townsend. Following his work as vocalist on Steve Vai's 1993 album Sex & Religion and its 1994 tour, Townsend believed he had been a "musical whore", spending "the first five years of [his] career working at the behest of other people". During a brief stint as touring guitarist for The Wildhearts, Townsend received a phone call from an A&R representative for Roadrunner Records, expressing an interest in his demos and an intention to sign him. The offer was ultimately rescinded by the head of Roadrunner, who regarded Townsend's recordings as "just noise". He faced further rejection by Relativity Records, the label behind Vai's Sex & Religion, who saw no commercial appeal in his music. Century Media Records subsequently contacted the musician, offering him a contract to "make us some extreme albums". Townsend agreed to a five-album deal with the record label. Following his tour with The Wildhearts, Townsend began recording and producing his debut album, Heavy as a Really Heavy Thing, under the moniker Strapping Young Lad. According to Townsend, the recording process took "about a week". Embracing The Wildhearts' anarchist approach, "while focusing on dissonance and just being as over-the-top as [he] could", Townsend sang on the record and performed the majority of its instrumental tracks (with the assistance of a drum machine). A few songs, however, featured local session musicians, including guitarist Jed Simon, Townsend's future bandmate. Released on April 4, 1995, Heavy as a Really Heavy Thing was not widely recognized in the metal community. The album sold 143 copies in its first six months, but received favorable reviews from the heavy metal press. Its unusual musical ideas—a synthesis of death, thrash, and industrial metal influences—prompted Andy Stout from Metal Hammer to call it "one of the most disturbing albums you'll hear for a very long time". Nevertheless, Townsend has repeatedly expressed his distaste for the recording. He dismissed the album in the liner notes of the record's 2006 reissue, contending it contained only two great songs. He also deemed its production poor in interviews, referring to the album as "basically a collection of demos that were remixed". When Century Media advertised the reissue of Heavy as a Really Heavy Thing as the "rebirth of a genre-defying classic", Townsend called it "record company bullshit". Townsend recruited a permanent line-up for the second album: Jed Simon on guitar, Byron Stroud on bass, and Gene Hoglan on drums. City was released on February 11, 1997, and received highly favorable critical reception. Kerrang! praised the album for its heaviness, claiming it sounded like "sticking your head into the jet nozzle of a Stealth Bomber", while Metal Hammer ranked it No. 13 on its "Top 20 Albums of 1997" list. The album soon gained a cult following and a loyal fan base for the band. City is considered to be the band's best effort by a large number of fans and critics alike. In 2002, the album was No. 45 on Revolver magazine's "69 Greatest Metal Albums of All Time" list, and also appeared on their "Must Have Metal Albums" list in 2005. It also appeared on the "100 Most Important Albums of the Nineties" list conducted by Terrorizer. Townsend himself stated City "is the real Strapping record. That's the ultimate one out of all of them". The band embarked on a world tour in 1997 to promote the album, which included dates in Europe, the US and Australia. On May 30, 1998, they performed at the Dynamo Open Air festival in Eindhoven, Netherlands, then continued touring the next month in Europe. In June 1998, the group released No Sleep 'till Bedtime, a live album containing songs performed at a 1997 performance at the HiFi Bar and Ballroom in Melbourne, Australia. Century Media was not initially interested in releasing a live record, but impressed with Townsend's production, the label agreed to release it. The band closed the year playing a few more dates in Japan and Australia. ### On hiatus (1999–2002) At the end of 1998, Townsend placed Strapping Young Lad on hiatus to concentrate on his solo career and on his work as a record producer. He had already released two solo albums, Ocean Machine: Biomech in 1997 and Infinity in 1998 and produced several other artists' albums. Townsend explained numerous conflicts with Century Media, and his struggle with bipolar disorder (for which he checked himself into a psychiatric hospital in early 1998), contributed to the curtailment of Strapping Young Lad's activities: > What happened? I signed a shitty deal, but luckily it was non-exclusive. I got tired of doing Strapping so I said, 'I can't do it anymore.' Then I freaked out and went into a hospital. My lawyer said that I was under mental duress when I signed the contract so the contract is void. At that point it was like, 'I just won't do another Strapping record.' Yeah, I went down saying 'CM was the shittiest label ever.' And they went down as saying that I was 'a complete, arrogant psychopath.' Townsend remained productive between 1999 and 2002, recording two more solo albums, Physicist in 2000 and Terria in 2001, and producing albums for Zimmers Hole, Stuck Mojo and Soilwork, among others. Although Strapping Young Lad was officially on hiatus, they gave occasional live performances, including an appearance on the Foot In Mouth Tour in 2001 with Fear Factory. During this period, Townsend's bandmates were active musically; both Stroud and Hoglan recorded with other bands, and all three were involved in Townsend's solo efforts as studio musicians and as part of his live band as well. Hoglan and Simon also formed a side project called Tenet with Grip Inc. bassist Stuart Carruthers and Interzone frontman Rob Urbinati in early 2002. In December 2001 Townsend announced, contrary to his earlier public statements, a new Strapping Young Lad album would be released in 2002. He emphasized he was not "forcing" his product upon fans to generate record sales, arguing his band—and its contract with Century—was never a lucrative endeavor. Instead, Townsend's motivation was the "creative anger" sparked by the September 11, 2001 attacks and further cultivated during their 2001 tour. For the first time, the album would be a product of collaborative writing; the band wrote "about half" of the material on the 2001 Foot In Mouth Tour, and the rest at home, starting January 2002. After playing a small number of festivals in 2002, Strapping Young Lad entered the studio in September of that year, to record their third album. ### Strapping Young Lad and Alien (2003–2005) The self-titled Strapping Young Lad was released on February 11, 2003, and became the band's first charting album, entering Billboard'''s Top Heatseekers at No. 97. The album received moderate critical success, Nate Smith from Rockzone.com called it a "solid addition to the Townsend catalog", but "not an instant classic", Xander Hoose from Chronicles of Chaos called it "a good album", but also pointed out it is inferior to City. Strapping Young Lad differed from City because it was less industrial and more reminiscent of death metal; the humor pervading the previous two albums became more subdued. The song Devour would later appear on the soundtrack for the 2005 film Alone in the Dark. The band toured heavily throughout 2003 and 2004, making stops in the United States, Europe, Canada, and Australia. Although Townsend stated Strapping Young Lad might be the last album, the band re-signed with Century Media Worldwide in March 2004 and announced plans for a new album. On November 2, 2004, Strapping Young Lad released a DVD entitled For Those Aboot to Rock: Live at the Commodore, which documented the band's January 16, 2004, performance at the Commodore Ballroom in Vancouver. Bonus features included two music videos, "Relentless" and "Detox", and interviews with band members. Alien was released on March 22, 2005, selling 3,697 copies in its first week. It reached No. 32 on the Billboard Top Heatseekers chart, and No. 35 on the Top Independent Albums chart. Critics praised Townsend's inventiveness and the dynamism of the songs in which "melody and discord meet midway"; Adrien Begrand of PopMatters wrote that "Strapping Young Lad have raised the bar yet again", while Blabbermouth.net's Krista G. called it one of the best albums of the year. Townsend and Hoglan were the primary writers of the album, since Simon and Stroud were busy with other commitments. Townsend explained the experimental noise track "Info Dump" is a reflection on the panicked state of mind that ensued after he stopped taking his medication. The making of Alien was documented and made viewable online on Century Media's official site in February 2005. It was also available as a bonus DVD of the limited first edition of the album. "Love?" was chosen as the sole single from the album. Its accompanying music video, inspired by the cult horror film, The Evil Dead, was directed by Joe Lynch. The video garnered the band wider attention, and helped "Love?" become one of their most recognizable songs. Jed Simon admitted to having produced a video for this particular song because it had "the most commercial potential". "Love?" was originally one of two confirmed songs for an EP that was supposed to contain four new songs and four covers. Although planned for release in 2003, the EP was eventually canceled. A music video was also filmed for Zen; the video itself would also appear in the 2007 film Shoot 'Em Up. The band embarked on a headlining tour in the United States in April and May 2005, then went on to tour in Europe. Starting at the end of June, they toured North America as part of the Sounds of the Underground tour, then joined Fear Factory on the Transgression Tour in the U.S. Throughout the tour, Fear Factory bassist Stroud performed with both bands at every concert. Strapping Young Lad concluded the year with a tour in the UK. While on tour, the band started writing the next album, then continued the work in January 2006, and finished the album by May. In the same month, Townsend announced his intention to "take a hiatus from making records for a while" after the end of touring due to exhaustion from continuous recording and producing for the past ten years. ### The New Black (2006) The New Black, Strapping Young Lad's fifth and final studio album, was released on July 11, 2006. Century Media imposed a strict deadline on the release date of the album; it was to be ready before the 2006 Ozzfest. Despite this, Townsend stated the recording was not rushed, and The New Black became a critical, as well as a commercial, success. It was more melodic than any of the band's previous albums and brought back the debut album's tongue-in-cheek humor. Having sold more than 4,000 copies during its first week, The New Black reached No. 200 on the Billboard 200 chart, No. 15 on the Top Independent Albums, and No. 8 on the Top Heatseekers charts. Stylus Magazine's Cosmo Lee described it as "heavy, catchy, and with no filler", and About.com's Chad Bowar was also positive, stating that "this is a CD that's dense and heavy, but also has some memorable hooks". A music video was shot in late May to accompany the sole single from the album, "Wrong Side". In June 2006 Strapping Young Lad embarked on a short festival tour of Europe, including performances at the Rock am Ring and Rock im Park festivals in Germany and the Download Festival in England, which was followed by a second stage appearance at Ozzfest in July and August, where they played to some of their largest audiences in their career. ### Dissolution (2006) Townsend recalls that after Alien, he already knew that he wouldn't want to continue SYL as a project, and that he already wished to abandon SYL after the release of City, considering the project's purpose fulfilled. In an interview conducted by Terrorizer in August 2006, Townsend explained why he decided to put the band on hold: > At the end of the day, man, I'm just tired, and old, and bald, and fat, and grouchy, and bored. You know? So I was just like, I'm going to make this record, and do this stupid Ozzfest thing, and tell a bunch of stupid jokes in front of a lot of people at Download, then I'm just going to fuck off for a while. The bigger this gets, the less I care, to the point where I just need to go spend some time with my family. I don't wanna bastardise Strapping and all these other projects by doing it for the money. Strapping was about the big middle finger, and it still is, but I don't think it needs to go any further than this. Although Hoglan initially denied the definitive break-up of the band, saying they would go on tour in March 2007, he later stated Strapping Young Lad is on "extended hiatus", and might never reunite again. In May 2007, during a press conference held to promote his new solo album, Ziltoid the Omniscient, Townsend announced his plans to retreat from public view, including giving interviews and touring, to concentrate on his family, and producing solo albums, as well as other people's music. As a result, Strapping Young Lad were effectively disbanded. Townsend discussed his future projects in a May 2007 Metal Hammer interview, where he stated "there may be some stuff I do in the future that is as brutal and heavy as Strapping, it's just not going to be Strapping". At the time, Townsend's decision to dissolve the band caused a rift between himself and the remainder of the band, who considered SYL to be at the peak of their popularity and potential at the time; according to Simon, the rest of the band remained estranged from Townsend as a result for a time. ### Re-releases and occasional performances The remastered 10th anniversary edition of City was released on June 7, 2007, in similar vein to the 2006 remaster of Heavy as a Really Heavy Thing, with bonus tracks and extended liner notes by Townsend. A career spanning best of album, entitled 1994–2006 Chaos Years, was released on March 31, 2008, with a bonus DVD of live performances and all of the band's music videos. During his career-retrospective concert The Retinal Circus in October 2012, Townsend introduced Jed Simon on stage and performed two SYL songs, "Love?" and "Detox". Townsend has since stated that this was a one-off performance and that he is not interested in getting SYL back together or playing songs at future shows. He posted to Twitter that he no longer feels the same connection to SYL's music and that this performance was closure for him and Strapping. In an interview on the Metal Hammer podcast, Townsend said that while he still connects to the music, SYL required him to go to extremes that took a toll on him. On his own website, he reiterates that SYL was a project that he eventually perceived to be harmful to his mental and physical health. In 2013, he played Love? at concerts in Mexico and Chile as a "cover song", but later expressed regretting the decision saying it "confuses people". Townsend would occasionally perform an acoustic version of Love? during his "An Evening with Devin Townsend" shows through the UK in 2015 and 2019. In 2016, on tour with the Devin Townsend project, he would sometimes play a humorous acoustic version of Detox. In 2019 he announced that during his touring cycle for Empath, he would also perform SYL songs, saying that "It's a big part of what I do and it's a big part of who I am, and I think I've denied that for a certain amount of time." Townsend played several SYL songs during the 70,000 Tons of Metal festival, including "Aftermath", "Love?", "Detox", "All Hail the New Flesh" and a live debut of "Almost Again" from the 2006 album, The New Black. ## Musical style, influences and lyrical themes Strapping Young Lad is known for their industrial thrash metal sound while also blending it with elements of black metal, death metal, groove metal, and noise. Many of the band's songs showcased Townsend's versatile vocal style, often changing from screaming and growling to clean vocals or even falsetto within the course of a single song. According to Townsend, the band functioned as his "outlet to freak out", and his two main projects, the more melodic The Devin Townsend Band and the aggressive Strapping Young Lad were "supposed to be the positive and the negative". To achieve a chaotic and cacophonic sound the band utilized complex time signatures, polyrhythmic composition, blast beats, sampling, keyboard effects and intricately layered production. Townsend used the newest technology available, such as Pro Tools, Steinberg Cubase and Logic Pro, when recording, mixing and producing the band's songs. As a self-proclaimed "fan of multitracking", he created an atmospheric, layered "wall of sound", which became a hallmark of the band's production style (with the exception of their self-titled album which featured no samples, or vocal layering). Townsend's musical ideas and production style have drawn comparisons to Phil Spector and Frank Zappa. Strapping Young Lad mostly eschewed guitar solos until The New Black, which featured a more heightened emphasis on melody than their previous albums. ### Influences Strapping Young Lad drew influence from a wide range of music genres, most prominently, but not exclusively, heavy metal. Townsend cited, amongst others, Judas Priest, Jane's Addiction, Zoviet France, Grotus, and Frank Zappa as his influences, and also expressed his admiration for Meshuggah on several occasions, calling them "the best metal band on the planet". Simon and Stroud listed classic hard rock bands, like AC/DC, Led Zeppelin and Kiss, and old school thrash and death metal bands, like Exodus, Slayer and Morbid Angel among their influences, while Hoglan's influences range wildly in style from Stevie Wonder to progressive rock drummers like Neil Peart, Terry Bozzio and Nick Mason. Townsend stated his main influences for Heavy as a Really Heavy Thing were Napalm Death and Fear Factory, City was influenced by bands such as Foetus and White Noise, and The New Black's influences were Meshuggah, and "more traditional metal" like Metallica. ### Lyrical themes Townsend was the band's primary songwriter. While the first two albums were solely his work, subsequent albums featured a minority of "riffs, lyrical ideas, and song titles" by his bandmates. Despite the brutality of Strapping Young Lad's music, their songs contain hints of tongue-in-cheek humor and self-parody. Frequently, Townsend's lyrics approached serious personal or political issues with a morbid sense of humor. He has likened the band's sense of silliness to that of "Weird Al" Yankovic. Townsend's lyrical influences covered a wide range of themes, including warfare, mathematical theorems, and movies. He also used the technique of cross-referencing, repeating lines from his own works, such as older Strapping Young Lad, or solo material. ## Live performances Strapping Young Lad was known for its energetic live performances, mostly owing to the eccentric appearance and persona of Devin Townsend. Adrian Begrand of PopMatters wrote "Nobody in metal today has the same kind of commanding stage presence as the self-professed Bald Bastard, Devin Townsend", and called Strapping Young Lad "one of the best live bands around". Townsend was famous for his on-stage antics; he integrated his ironic and tongue-in-cheek humor into live shows and interacted heavily with the audience. He would deliver comical, and often insulting remarks to them, organize circle pits, and parody heavy metal clichés as well as the genre itself. The band's humorous approach was also evidenced by a song frequently performed live from 1997, entitled "Far Beyond Metal", a parody of classic heavy metal. It became a live staple and a fan favorite, with lyrics changing practically every performance. Although it was recorded live on No Sleep 'till Bedtime, and on the For Those Aboot to Rock DVD, a studio version was not recorded until 2006 during The New Black sessions. The band was also sarcastic about their own Canadian heritage, they used "Blame Canada", a comedic anti-Canada song from South Park: Bigger, Longer & Uncut as intro music at many concerts in 2003 and 2004. For a period of time, Strapping Young Lad also played Townsend's solo material live. In 1998, after the release of Infinity, they began performing both Strapping Young Lad and Townsend's solo songs, as two separate sets. It was not until the 2003 release of Accelerated Evolution that Townsend formed a separate band, called The Devin Townsend Band, to act as his full-fledged solo band. ## Discography Studio albums - Heavy as a Really Heavy Thing (1995) - City (1997) - Strapping Young Lad (2003) - Alien (2005) - The New Black (2006) ## Band members ### Final line-up - Devin Townsend – lead vocals, guitars, keyboards (1994–2007) - Jed Simon – guitars, backing vocals (1995–2007) - Byron Stroud – bass, backing vocals (1996–2007) - Gene Hoglan – drums (1996–2007) ### Former members - Adrian White – drums (1994–1995) - Ashley Scribner – bass (1994–1995) - Mike Sudar – guitars (1994–1995) ### Session members - Chris Bayes – drums (1994) - Smokin' Lord Toot – drums (1994) - Chris Meyers – keyboards (1992-1994)Previously of Econoline Crush (1990-1992) Note: The pre-City'' touring line-up consisted of Townsend, Simon, White, Scribner, Sudar and Meyers. - Dave Young – keyboards (2005) (played on Alien) - Will Campagna – keyboards, samples,backing vocals (2002,2006) (played on Strapping Young Lad and The New Black) ### Touring members - John Morgan – keyboards (1997) - Dave Genn – keyboards (1997) - Matteo Caratozzolo – keyboards (1997–1998) - Jamie Meyer – keyboards (1998–1999) - Jason Filipchuk – keyboards (1999) - Chris Valagao – keyboards (2002) - Will Campagna – keyboards (2002, 2004–2007) - Munesh Sami – keyboards (2003) - Jon Miller – bass (substituting Byron Stroud, July 14–31, 2005) - James MacDonough – bass (substituting Byron Stroud, August 1–13, 2006) ### Timeline
763,392
Battle of Red Cliffs
1,169,420,772
Sun Quan and Liu Bei decisively defeat Cao Cao in 208
[ "200s conflicts", "208", "Battles during the end of the Han dynasty", "Cao Cao", "Liu Bei", "Naval battles involving China", "Riverine warfare", "Yangtze River" ]
The Battle of Red Cliffs, also known as the Battle of Chibi, was a decisive naval battle in the winter of AD 208–209 at the end of the Han dynasty, about twelve years prior to the beginning of the Three Kingdoms period in Chinese history. The battle was fought between the allied forces of the southern warlords Sun Quan, Liu Bei, and Liu Qi against the numerically-superior forces of the northern warlord Cao Cao. Liu Bei and Sun Quan frustrated Cao Cao's effort to conquer the land south of the Yangtze River and reunite the territory of the Eastern Han dynasty. The allied victory at Red Cliffs ensured the survival of Liu Bei and Sun Quan, gave them control of the Yangtze, and provided a line of defence that was the basis for the later creation of the two southern states of Shu Han and Eastern Wu. According to Norwich University, this was the largest naval battle in history in terms of the numbers involved. Descriptions of the battle differ widely and the site of the battle is fiercely debated. Although its location remains uncertain, most academic conjectures place it on the south bank of the Yangtze River, southwest of present-day Wuhan and northeast of Baqiu (present-day Yueyang, Hunan). ## Background By the early 3rd century, the nearly four century old Han dynasty was crumbling. Emperor Xian had been a political figurehead since 189 with no control over the regional warlords. Cao Cao was one of the most powerful warlords. By 207 he had reunified northern China and controlled the North China Plain. In the winter of 207 he secured the northern flank by defeating Wuhuan at the Battle of White Wolf Mountain. Upon returning in 208, Cao Cao was appointed Chancellor, which gave him control of the imperial government. Cao Cao's southern campaign started shortly after in the autumn of 208. The Yangtze River through Jing Province was the first target; capturing the naval base at Jiangling and securing naval control of the province's stretch of the Yangtze were necessary to secure access to the south. He was opposed by warlords Liu Biao and Sun Quan. Liu Biao, the governor of Jing, controlled the Yangtze west of the Han River's mouth, which roughly encompassed the territory around the city of Xiakou and to the south. Sun Quan controlled the Yangtze east of the Han and the southeastern territories abutting it. A third warlord, Liu Bei, was in Fancheng, having fled with Liu Biao from the northeast after a failed plot to assassinate Cao Cao and restore imperial power. Initially, Cao Cao achieved rapid success. Jing was in a poor state. Its armies were exhausted by conflict with Sun Quan to the south. Furthermore, there was political division as Liu Biao's sons, the elder Liu Qi and the younger Liu Cong, sought to succeed their father. Liu Cong prevailed, and Liu Qi was relegated to the commandery of Jiangxia. Liu Biao died of illness only a few weeks later. Liu Cong surrendered to an advancing Cao Cao, giving the latter a sizeable fleet and Jiangling as a forward operating base. Cao Cao's advance forced Liu Bei into a disorganized southward retreat accompanied by refugees and pursued by Cao Cao's elite cavalry. Liu Bei was surrounded and decisively defeated at the Battle of Changban but escaped eastward to Xiakou, where he liaised with Sun Quan's emissary Lu Su. Historical accounts are inconsistent; Lu Su may have successfully encouraged Liu Bei to move further east to Fankou (樊口, around present-day Ezhou, Hubei). In either case, Liu Bei was later joined by Liu Qi and levies from Jiangxia. Liu Bei's main advisor, Zhuge Liang, was sent to Chaisang (柴桑; in present-day Jiujiang, Jiangxi) to negotiate an alliance with Sun Quan against Cao Cao. Zhuge Liang told Sun Quan that Liu Bei and Liu Qi each had 10,000 men; these numbers may have been exaggerated, but however large a force the pair fielded was no match against Cao Cao's in an open battle. Sun Quan received a letter from Cao Cao prior to Zhuge Liang's arrival; in it Cao Cao claimed to have 800,000 men and hinted that he wanted Sun Quan to surrender. Zhang Zhao, Sun Quan's Chief Clerk, supported surrendering based on the disparity in forces. Zhuge Liang was supported by Lu Su and Zhou Yu, Sun Quan's chief commander. Sun Quan agreed to the alliance; he chopped off a corner of his desk during an assembly and stated, "Anyone who still dares argue for surrender will be [treated] the same as this desk." Zhou Yu, Cheng Pu, and Lu Su were assigned 30,000 men and sent to aid Liu Bei. Zhou Yu estimated Cao Cao's strength to be closer to 230,000. This included 80,000 impressed from Ying, and whose morale and loyalty to Cao Cao were uncertain. With Liu Bei's 20,000 soldiers, the alliance had approximately 50,000 marines who were trained and prepared for battle. ## Battle The Battle of Red Cliffs unfolded in three stages: an initial skirmish at Red Cliffs followed by a retreat to the Wulin (烏林) battlefields on the northwestern bank of the Yangtze, a decisive naval engagement, and Cao Cao's disastrous retreat along Huarong Road. The combined Sun-Liu force sailed upstream from either Xiakou or Fankou to Red Cliffs, where they encountered Cao Cao's vanguard force. Plagued by disease and low morale because of the series of forced marches that they had undertaken on the prolonged southern campaign, Cao Cao's men could not gain an advantage in the small skirmish which ensued and so he retreated to Wulin, north of the Yangtze River, and the allies pulled back to the south. Cao Cao had chained his ships from stem to stern, possibly with the aim of reducing seasickness in his navy, which was composed mostly of northerners who were not used to living on ships. Observing that, the divisional commander Huang Gai sent Cao Cao a letter feigning surrender and prepared a squadron of capital ships described as mengchong doujian (蒙衝鬥艦). The ships had been converted into fire ships by filling them with bundles of kindling, dry reeds, and fatty oil. As Huang Gai's "defecting" squadron approached the midpoint of the river, the sailors applied fire to the ships before they took to small boats. The unmanned fire ships, carried by the southeastern wind, sped towards Cao Cao's fleet and set it ablaze. Many men and horses either burned to death or drowned. Following the initial shock, Zhou Yu and the allies led a lightly-armed force to capitalise on the assault. The northern army was thrown into confusion and utterly defeated. Seeing the situation was hopeless, Cao Cao then issued a general order of retreat and destroyed a number of his remaining ships before he withdrew. Cao Cao's army attempted a retreat along Huarong Road, including a long stretch passing through marshlands north of Dongting Lake. Heavy rains had made the road so treacherous that many of the sick soldiers had to carry bundles of grass on their backs and use them to fill the road to allow the horsemen to cross. Many of these soldiers drowned in the mud or were trampled to death in the effort. The allies, led by Zhou Yu and Liu Bei, gave chase over land and water until they reached Nan Commandery. Combined with famine and disease, that decimated Cao Cao's remaining forces. Cao Cao then retreated north to his home base of Ye and left Cao Ren and Xu Huang to guard Jiangling, Yue Jin stationed in Xiangyang, and Man Chong was in Dangyang. The allied counterattack might have vanquished Cao Cao and his forces entirely. However, the crossing of the Yangtze River had dissolved into chaos as the allied armies converged on the riverbank and fought over the limited number of ferries. To restore order, a detachment led by Sun Quan's general Gan Ning established a bridgehead in Yiling to the north, and only a staunch rearguard action by Cao Ren prevented a further catastrophe. ## Analysis A combination of Cao Cao's strategic errors and the effectiveness of Huang Gai's ruse had resulted in the allied victory at the Battle of Red Cliffs. Zhou Yu had observed that Cao Cao's generals and soldiers were mostly cavalry and infantry, and few had any experience in naval warfare. Cao Cao also had little support among the people of Jing Province and so lacked a secure forward base of operations. Despite the strategic acumen that Cao Cao had displayed in earlier campaigns and battles, he had simply assumed in this case that numerical superiority would eventually defeat the Sun and Liu navy. Cao's first tactical mistake was converting his massive army of infantry and cavalry into a marine corps and navy. With only a few days of drills before the battle, Cao Cao's troops were ravaged by sea-sickness and lack of experience on water. Tropical diseases to which the southerners were largely immune were also rampant in Cao Cao's camps. Although numerous, Cao Cao's men were already exhausted by the unfamiliar environment and the extended southern campaign, as Zhuge Liang observed: "Even a powerful arrow at the end of its flight cannot penetrate a silk cloth." A key advisor, Jia Xu, had recommended after the surrender of Liu Cong for the overtaxed armies to be given time to rest and to replenish before they engaged the armies of Sun Quan and Liu Bei, but Cao Cao disregarded that advice. Cao Cao's own thoughts regarding his failure at Red Cliffs suggest that he held his own actions and misfortunes responsible for the defeat, rather than the strategies utilized by his enemy during the battle: "it was only because of the sickness that I burnt my ships and retreated. It is out of all reason for Zhou Yu to take the credit for himself." ## Aftermath By the end of 209, the post that Cao Cao had established at Jiangling fell to Zhou Yu. The borders of the land under Cao Cao's control contracted about 160 kilometres (99 mi), to the area around Xiangyang. For the victors of the battle, however, the question arose on how to share the spoils. Initially, Liu Bei and Liu Qi both expected rewards, having participated to the success at Red Cliffs, and both had also become entrenched in Jing Province. Liu Qi was appointed Inspector of Jing Province, but his rule in the region, centered at Jiangxia Commandery, was short-lived. A few months after the Battle of Red Cliffs, he died of sickness. His lands were mostly absorbed by Sun Quan. However, with Liu Qi dead, Liu Bei laid claim to the title of Inspector of Jing Province and began to occupy much of it. He gained control of the four commanderies (Wuling, Changsha, Lingling, and Guiyang) south of the Yangtze River. Sun Quan's troops had suffered far greater casualties than Liu Bei's in the extended conflict against Cao Ren following the Battle of Red Cliffs, and the death of Zhou Yu in 210 resulted in a drastic weakening of Sun Quan's strength in Jing Province. As Liu Bei occupied Jing Province, which Cao Cao had recently lost, he gained a strategic and naturally-fortified area on the Yangtze River that Sun Quan still intended for himself. The control of Jing Province provided Liu Bei with virtually-unlimited access to the passage into Yi Province and important waterways into Wu (southeastern China) and dominion of the southern Yangtze River. Never again would Cao Cao command so large a fleet as he did at Jiangling, and he never had another similar opportunity to destroy his southern rivals. The Battle of Red Cliffs and the capture of Jing Province by Liu Bei confirmed the separation of southern China from the northern heartland of the Yellow River valley and foreshadowed a north-south axis of hostility that would continue for centuries. ## Location The precise location of the Red Cliffs battlefield has long been the subject of both popular and academic debates, but it has never been conclusively established. Scholarly debates have continued for at least 1350 years, and a number of arguments in favour of alternative sites have been put forward. There are clear grounds for rejecting at least some of these proposals, but four alternative locations are still advocated. According to Zhang, many of the current debates stem from the fact that the course and length of the Yangtze River between Wuli and Wuhan has changed since the Sui and Tang dynasties. The modern debate is also complicated by the fact that the names of some of the key locations have changed over the following centuries. For example, modern Huarong city is located in Hunan, south of the Yangtze, but in the 3rd century, the city of that name was due east of Jiangling, considerably north of the Yangtze. Moreover, one of the sites, Puqi (蒲圻), was renamed "Chibi City" (赤壁市) in 1998 in a direct attempt to tie the location to the historical battlefield. Historical records state that Cao Cao's forces retreated north across the Yangtze after the initial engagement at Red Cliffs, which unequivocally places the battle site on the south bank of the Yangtze. For this reason, a number of sites on the north bank have been discounted by historians and geographers. Historical accounts also establish eastern and western boundaries for a stretch of the Yangtze that encompasses all of the possible sites for the battlefield. The allied forces traveled upstream from either Fankou or Xiakou. Since the Yangtze flows roughly eastward towards the ocean (with northeast and southeast meanders), Red Cliffs must at least be west of Fankou, which is farther downstream. The westernmost boundary is also clear since Cao Cao's eastern advance from Jiangling included passing Baqiu (present-day Yueyang, Hunan) on the shore of Dongting Lake. The battle must also have been downstream (northeast) of that place. One popular candidate for the battle site is Chibi Hill in Huangzhou, sometimes referred to as "Su Dongpo's Red Cliffs" or the "Literary Red Cliffs" (文赤壁). This conjecture arises largely from the famous 11th-century poem "First Rhapsody on the Red Cliffs", which equates the Huangzhou Hill with the battlefield location. Excluding tone marks, the contemporary Mandarin pinyin romanization of the cliff's name is "Chibi", the same as the pinyin for Red Cliffs. However, the Chinese characters are completely different (赤鼻), as is their meaning ("Red Nose Hill"), and the contemporaneous pronunciation of the words are also different, which is reflected by their distinct pronunciations in many non-Mandarin dialects. Consequently, virtually all scholars have dismissed the connection. The site is also on the north bank of the Yangtze and is directly across from Fankou, rather than upstream from it. Moreover, if the allied Sun-Liu forces left from Xiakou rather than Fankou, as the oldest historical sources suggest, the hill in Huangzhou would have been downstream from the point of departure, a possibility that cannot be reconciled with historical sources. Puqi, now called Chibi City, is perhaps the most widely accepted candidate. To differentiate from Su Dongpo's Red Cliffs, the site is also referred to as the "Military Red Cliffs" (武赤壁). It is directly across the Yangtze from Wulin. That argument was first proposed in the early Tang dynasty. There are also characters engraved in the cliffs (see image at the top of this page), which suggested that was the site of the battle. The origin of the engraving can be dated to between the Tang and Song dynasties, which makes it at least 1,000 years old. Some sources mention the south banks of the Yangtze in Jiayu County (嘉鱼县) in the prefecture-level city of Xianning in Hubei province as a possible location. That would place the battlefield downstream from Puqi (Chibi City), a view that is supported by scholars of Chinese history such as de Crespigny, Wang Li, and Zhu Dongrun, who follow the Shui Jing Zhu. Another candidate is Wuhan, which straddles the Yangtze at the confluence of the Yangtze and Han rivers. It is east of both Wulin (and Chibi City across the river) and Jiayu. The metropolis was incorporated by joining three cities. There is a local belief in Wuhan that the battle was fought at the junction of the rivers, southwest of the former Wuchang city, which is now part of Wuhan. Zhang asserts that the Chibi battlefield was one of a set of hills in Wuchang levelled in the 1930s so that their stone could be used as raw material. Citing several historical-geographical studies, Zhang shows that earlier accounts place the battlefield in Wuchang. Sheng Hongzhi's 5th-century Jingzhou ji in particular places the Chibi battlefield a distance of 160 li (approximately 80 kilometres (50 mi)) downstream from Wulin, but since the Paizhou and Luxikou meanders increased the length of the Yangtze River between Wuli and Wuchang by 100 li (approximately 50 kilometres (31 mi); see map) some time in the Sui and Tang dynasties, later works do not regard Wuchang as a possible site. ## Fictionalised account The romantic tradition that originated with the 14th-century historical novel Romance of the Three Kingdoms differs from historical accounts in many details. For example, Cao Cao's army strength was exaggerated to over 830,000 men. That may be attributed to the ethos of later times, particularly of the Southern Song dynasty. The state of Shu Han, in particular, was viewed by later literati as the "legitimate" successor to the Han dynasty and so fictionalised accounts assign greater prominence than is warranted by historical records to the roles of Liu Bei, Zhuge Liang and other heroes from Shu. That is generally accomplished by minimising the importance of Eastern Wu commanders and advisors such as Zhou Yu and Lu Su. While historical accounts describe Lu Su as a sensible advisor and Zhou Yu as an eminent military leader and "generous, sensible and courageous" man, Romance of the Three Kingdoms depicts Lu Su as unremarkable and Zhou Yu as cruel and cynical. Both are depicted as being inferior to Zhuge Liang in every respect. The romances added wholly fictional and fantastical elements to the historical accounts, and these were repeated in popular plays and operas. Examples from the Romance of the Three Kingdoms include Zhuge Liang pretending to use magic to call forth favourable winds for the fire ship attack, his strategy of "using straw boats to borrow arrows", and Guan Yu capturing and releasing Cao Cao at Huarong Trail. The fictionalised accounts also name Zhuge Liang as a military commander in the combined forces, which is historically inaccurate. ## Cultural impact The modern Chibi City, in Hubei Province, used to be called Puqi. In 1998, the Chinese State Council approved the renaming of the city in celebration of the battle at Red Cliffs. Cultural festivals held by the city have dramatically increased tourism. In 1983, a statue of prominent Song dynasty poet, Su Shi, was erected at the Huangzhou site of 'lasu Dongpo's Red Cliffs in tribute to his writings regarding Red Cliff. Video games based on the Three Kingdoms era (such as Koei's Dynasty Warriors series, Sangokushi Koumeiden, Warriors Orochi series, Destiny of an Emperor, Kessen II and Total War: Three Kingdoms) have scenarios that include the battle. The story of the collaboration event between the adult games I am Magicami and Koihime Musō is also loosely based the battle. Other games use the Battle of Red Cliffs as their central focus with titles popular in Asia, such as the original Japanese version of Warriors of Fate and Dragon Throne: Battle of Red Cliffs. A 2008 film, Red Cliff, was directed by John Woo, showcased the Red Cliff legacy, and was a massive box office success.
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Gunpowder Plot
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1605 failed attempt to assassinate King James I
[ "1605 in England", "17th century in London", "17th-century coups d'état and coup attempts", "Anti-Protestantism", "Attacks on legislatures", "Charles I of England", "Conflicts in 1605", "Conspiracies", "Failed assassination attempts in the United Kingdom", "Gunpowder Plot", "Henry Frederick, Prince of Wales", "History of Catholicism in England", "James VI and I", "Military coups in England", "Palace of Westminster" ]
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 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 King 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 I had faded, leaving many English Catholics disappointed. His fellow conspirators 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 placed in the hands of 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 SJ. 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 King Frederick II of Denmark. 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 James I's reign the European wars of religion were intensifying. Protestants and Catholics were engaged in violent persecution of each other across Europe following the Protestant Reformation. Catholics made several assassination attempts on Protestant rulers in Europe and in England, including plans to poison James I's predecessor, Elizabeth I. In 1589, during the French Wars of Religion, the French King Henry III was mortally wounded with a dagger by Jacques Clément, a fanatic member of the Catholic League of France. Nine years later, the Jesuit Juan de Mariana's 1599 On Kings and the Education of Kings (De rege et regis institutione) argued in support of tyrannicide. This work recounted the assassination of Henry III and argued for the legal right to overthrow a tyrant. Perhaps due in part to the publication of De rege, until the 1620s, some English Catholics believed that regicide was justifiable to remove 'tyrants' from power. Much of the "rather nervous" political writing from James I 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, had been due to be executed a few days later, but was also pardoned. Arbella Stuart denied any knowledge of the Main Plot. However, the two priests, Watson and Clark—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 repudiation of the early claims that the King had made, upon which the papists had built their hopes. A week after James's speech, Lord Edmund Sheffield informed the king of over 900 recusants brought before the Assizes in Normanby, and on 24 April, the Popish Recusants Act 1605 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 of Parliament, 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 in 1603 had been 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 I. 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 even 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 The adjournment of Parliament gave the conspirators, they thought, until February 1605 to finalise their plans. On 9 June 1604, Percy's patron, the Earl of Northumberland, appointed him to the Band of Gentlemen Pensioners, 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 I continued with his policies against the Catholics, and Parliament pushed through anti-Catholic legislation, until its adjournment on 7 July. Following their oath, the plotters left London and returned to their homes. 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. He was tall, with a red beard, and 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 1604 that the scheduled February 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 1604 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 1605, 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. > My Lord, out of the love I bear to some of your friends, I have a care of your preservation. Therefore I would advise you, as you tender your life, to devise some excuse to shift your attendance at this parliament; for God and man hath concurred to punish the wickedness of this time. And think not slightly of this advertisement, but retire yourself into your country where you may expect the event in safety. For though there be no appearance of any stir, yet I say they shall receive a terrible blow this Parliament; and yet they shall not see who hurts them. This counsel is not to be condemned because it may do you good and can do you no harm; for the danger is passed as soon as you have burnt the letter. And I hope God will give you the grace to make good use of it, to whose holy protection I commend you. 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 the first of 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 [sic], 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 Robert Wintour's father-in-law John Talbot, 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, who was 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, 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 2023), 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, with that 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; 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. 5 November firework displays and bonfire parties are common throughout Britain, both in major public displays and in private gardens. 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, in the 19th century, thus came to mean an oddly dressed person and, in the 20th and 21st centuries, to mean any male person. 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 had been in good order—would have killed all those in the building. The power of the explosion was such that of the 7-foot (2.1 m) 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, 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 330 feet (100 m) of the blast could have survived, and all of the stained glass windows in Westminster Abbey would have 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 12 kilograms (26 lb) 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 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
203,821
Black-necked grebe
1,170,975,089
Water bird from parts of Africa, Eurasia, and the Americas.
[ "Birds described in 1831", "Birds of Africa", "Birds of Nepal", "Holarctic birds", "Podiceps", "Taxa named by Christian Ludwig Brehm" ]
The black-necked grebe or eared grebe (Podiceps nigricollis) is a member of the grebe family of water birds. It was described in 1831 by Christian Ludwig Brehm. There are currently three accepted subspecies, including the nominate subspecies. Its breeding plumage features a distinctive ochre-coloured plumage which extends behind its eye and over its ear coverts. The rest of the upper parts, including the head, neck, and breast, are coloured black to blackish brown. The flanks are tawny rufous to maroon-chestnut, and the abdomen is white. When in its non-breeding plumage, this bird has greyish-black upper parts, including the top of the head and a vertical stripe on the back of the neck. The flanks are also greyish-black. The rest of the body is a white or whitish colour. The juvenile has more brown in its darker areas. The subspecies californicus can be distinguished from the nominate by the former's usually longer bill. The other subspecies, P. n. gurneyi, can be differentiated by its greyer head and upper parts and by its smaller size. P. n. gurneyi can also be told apart by its lack of a non-breeding plumage. This species is present in parts of Africa, Eurasia, and the Americas. The black-necked grebe uses multiple foraging techniques. Insects, which make up the majority of this bird's diet, are caught either on the surface of the water or when they are in flight. It occasionally practices foliage gleaning. This grebe dives to catch crustaceans, molluscs, tadpoles, and small frogs and fish. When moulting at saline lakes, this bird feeds mostly on brine shrimp. The black-necked grebe makes a floating cup nest on an open lake. The nest cup is covered with a disc. This nest is located both in colonies and by itself. During the breeding season, which varies depending on location, this species will lay one (sometimes two) clutch of three to four eggs. The number of eggs is sometimes larger due to conspecific brood parasitism. After a 21-day incubation period, the eggs hatch, and then the nest is deserted. After about 10 days, the parents split up the chicks between themselves. After this, the chicks become independent in about 10 days, and fledge in about three weeks. Although it generally avoids flight, the black-necked grebe travels as far as 6,000 kilometres (3,700 mi) during migration. In addition, it becomes flightless for two months after completing a migration to reach an area where it can safely moult. During this moult, the grebe can double in weight. The migrations to reach these areas are dangerous, sometimes with thousands of grebe deaths. In spite of this, it is classified as a least concern species by the International Union for Conservation of Nature (IUCN). It is likely that this is the most numerous grebe in the world. There are potential threats to it, such as oil spills, but these are not likely to present a major risk to the overall population. ## Taxonomy This species was first described by Carl Ludwig Hablitz in 1783 as Colymbus caspicus, from a bird in Bandar-e Anzali. This was originally thought to be a synonym for the horned grebe, until Erwin Stresemann discovered that the description applied more to the black-necked grebe in 1948. Before this, the earliest description was thought to be by Christian Ludwig Brehm in 1831, who gave this bird its current scientific name of Podiceps nigricollis from a German bird. To resolve this, the International Commission on Zoological Nomenclature suppressed the name C. caspicus. The genus name Dytes is sometimes used for this species, a placement which was formalized by Robert Ridgway in 1881. This bird is closely related to the silvery grebe and the Junin grebe. The extinct Colombian grebe is sometimes considered to be a subspecies of this species, in addition to three other extant subspecies: - P. n. nigricollis – (Brehm, CL, 1831): nominate, is found from western Europe to western temperate Asia (wintering to the south and west), in central and eastern Asia, and in eastern Africa - P. n. gurneyi – (Roberts, 1919): is found in southern Africa - P. n. californicus – (Heermann, 1854): is found from southwestern Canada through the western U.S. It winters as far south as Guatemala The generic name, Podiceps, comes from two Latin words: podicis, meaning "vent" or "anus" and pes meaning "foot". This is a reference to the attachment point of the bird's legs—at the extreme back end of its body. The specific epithet nigricollis is Latin for "black-necked": niger means "black" and collis means "neck". The subspecies epithet californicus comes from "California", while gurneyi comes from the name of British ornithologist John Henry Gurney Sr. "Black-necked grebe" has been designated the official name by the International Ornithological Committee (IOC). Both common names for this species refer to features visible when the bird is in its breeding plumage; in such plumage, it has an all-black neck and a spray of golden plumes on each side of its head. The name "eared grebe" is nearly a century older than the name "black-necked grebe". The latter was first used in 1912 by Ernst Hartert, in an effort to bring the common name of the species in line with its scientific name. The name "eared grebe" is still used in North America to refer to this bird. ## Description The black-necked grebe usually measures between 28 and 34 centimetres (11 and 13 in) in length and weighs 265 to 450 grams (9.3 to 15.9 oz). The bird has a wingspan range of 20.5-21.6 in (52-55 cm). The nominate subspecies in breeding plumage has the head, neck, breast, and upper parts coloured black to blackish brown, with the exception of the ochre-coloured fan of feathers extending behind the eye over the eye-coverts and sides of the nape. This eye is mostly red, with a narrow and paler yellow ring on the inner parts of the eye and an orange-yellow to pinkish-red . The thin, upturned bill, on the other hand, is black, and is connected to the eye by a blackish line starting at the . Sometimes, the foreneck can be found to be mostly tinged brown. The is blackish to drab brown in colour and has a white patch formed by the secondaries and part of the inner primaries. The flanks are coloured tawny rufous to maroon-chestnut and have the occasional blackish fleck. The and abdomen is white, with an exception to the former being the dark tertials and the mostly pale grey-brown outer primaries. The legs are a dark greenish grey. The sexes are similar. In non-breeding plumage, the nominate has greyish-black upper parts, cap, nape, and hindneck, with the colour on the upper portion of the latter being contained in a vertical stripe. The dark colour of the cap reaches below the eye and can be seen, diffused, to the ear-coverts. Behind the ear-coverts on the sides of the neck, there are white ovals. The rest of the neck is grey to brownish-grey in colour and has white that varies in amount. The breast is white, and the abdomen is whitish. The flanks are coloured in a mix of blackish-grey with white flecks. The colour of the bill when not breeding differs from that of the breeding plumage, with the former being significantly more grey. The juvenile black-necked grebe is similar to the non-breeding adult. There are differences, however, including the fact that the dark areas are usually more brownish in the juvenile, with less black. The are often tinged pale grey, with whitish marks behind the eye. On the sides of the head and upper neck, there is a buffy or tawny tinge. The chick is downy and has a blackish-grey head with stripes and spots that are white or pale buff-grey. The throat and foreneck are largely pale. The upper parts are mostly dark grey in colour, and the abdomen is white. The subspecies californicus usually has a longer bill compared to the nominate, and has brown-grey inner primaries during the breeding season. When not breeding, the nominate has diffuse and pale lores less often than Podiceps nigricollis californicus. The other subspecies, P. n. gurneyi, is the smallest of the three subspecies, in addition to having a greyer head and upper parts. The adult of this subspecies also has a rufous-brown tinge on its lesser wing-coverts. It also lacks a non-breeding plumage, in addition to the tufts on the side of its head being paler. ### Vocalizations When breeding, the black-necked grebe gives a quiet "ooeek" that ascends in pitch from an already high pitch. This call is also used as a territorial call, in addition to a low and fast trill, which itself is also used during courtship. Another call is a short "puuii" or "wit". This grebe is silent when it is not the breeding season and when it is feeding or resting. ## Distribution and habitat This species breeds in vegetated areas of freshwater lakes across Europe, Asia, Africa, northern South America and the southwest and western United States. After breeding, this bird migrates to saline lakes to moult. Then, after completing the moult and waiting for sometimes several months, it migrates to winter in places such as the south-western Palearctic and the eastern parts of both Africa and Asia. It also winters in southern Africa, another place where it breeds. In the Americas, it winters as far south as Guatemala, although the wintering population there is mainly restricted to islands in the Gulf of California, the Salton Sea, and Baja California. When not breeding, its habitat is primarily saline lakes and coastal estuaries. ## Behaviour This grebe is highly gregarious, usually forming large colonies when breeding and large flocks when not. ### Breeding This species builds its floating nest in the usually shallow water of open lakes. The nest itself is anchored to the lake by plants. It is built by both the male and the female and made out of plant matter. Most of it is submerged, with the bottom of the shallow cup usually being level with the water. Above the cup, there is a flat disc. This grebe nests both in colonies and by itself. When it does not nest by itself, it will often nest in mixed-species colonies made up of black-headed gulls, ducks, and various other waterbirds. The space between the nests in these colonies is often 1 to 2 metres (3.3 to 6.6 ft). Whether it nests in colonies or not has an effect on the dimensions of the nest. When the bird is not in a colony, the nest has an average diameter of 28 centimetres (11 in), although this can vary, with nests ranging from about 20 centimetres (8 in) to over 30 centimetres (12 in). This is compared to nests in colonies, which have an average diameter of about 25.5 centimetres (10 in). It is suggested that rarely some pairs of this grebe will steward over multiple nests when in colonies. Pair formation in the black-necked grebe usually starts during pauses in the migration to the breeding grounds, although it occasionally occurs before, in wintering pairs. This pair formation continues after this grebe has arrived to its breeding grounds. Courtship occurs when it arrives at the breeding lake. The displays are performed in the middle of the lake. There is no territory involved in courting; individuals used the whole area of the lake. When advertising for a mate, a black-necked grebe will approach other black-necked grebes with its body fluffed out and its neck erect. It closes its beak to perform a call, poo-eee-chk, with the last note only barely audible. Courtship generally stops at the start of nesting. In the Northern Hemisphere, this bird breeds from April to August. In east Africa, the breeding season is at least from January to February, while in southern Africa, the breeding season is from October to April. The black-necked grebe is socially monogamous. Conspecific or intraspecific brood parasitism, where the female lays eggs in the nest of others of their own species is common with nearly 40% of nests being parasitized on average. In terms of territory, this grebe will defend only its nest site. This grebe lays a clutch, and sometimes two clutches, of three to four chalky greenish or bluish eggs. Nests that have been parasitized, however, will have two more eggs on average, even though the number the host lays is about the same no matter if it has been parasitized or not. The eggs, although initially immaculate, do get stained by plant matter that the nest is built out of. The eggs measure 45 by 30 millimetres (1.8 by 1.2 in) on average and are incubated by both parents for about 21 days. The laying date of the eggs is somewhat synchronized, with birds in small colonies having the laying dates spread out by just a few days, compared to large colonies, where the laying date is spread out over more than 10 days. After the chicks hatch, the birds will desert their nest. Even though the young can swim and dive during this time, they rarely do, instead staying on the parents' backs for four days after hatching. This behaviour is present in all grebes, and is likely to have evolved because it reduces travel costs, specifically those back to the nest to brood the chicks and give them food. After about 10 days, the parents split the chicks up, with each parent taking care of about half of the brood. After this split, the chicks are independent in about 10 days, and fledge in about three weeks. When disturbed while incubating, this bird usually (just under 50% of the time) partly covers its eggs with nest material when the disruption is not sudden, but a bird with an incomplete clutch usually does not attempt to cover the eggs. When the disruption is sudden, on the other hand, the black-necked grebe usually (just under 50% of the time) does not cover its eggs. In comparison, other species of grebes cover up their eggs when leaving the nest. Predation is usually not the primary cause of egg loss, with most nesting failures occurring after the chicks have hatched. A major cause of this is the chilling of the young. ### Feeding The black-necked grebe forages mainly by diving from the water, with dives usually lasting less than 30 seconds. These dives are usually shorter in time when in more shallow water. In between dives, this grebe rests for an average of 15 seconds. When feeding on brine shrimp at hypersaline lakes, it likely uses its large tongue to block the oral cavity. It is hypothesized that it then crushes prey against its palate to remove excess water. It also forages by gleaning foliage, plucking objects off of the surface of water, having its head submerged while swimming, and sometimes capturing flying insects. This grebe eats mostly insects, of both adult and larval stages, as well as crustaceans, molluscs, tadpoles, and small frogs and fish. When moulting at lakes with high salinity, although, this bird feeds mostly on brine shrimp. The behaviour of black-necked grebes changes in response to the availability of brine shrimp; bodies of water with more shrimp have more grebes, and grebes spend more time foraging when the amount of shrimp and the water temperature decreases. The young are fed one at a time by the parents, with one bird carrying the young while the other feeds it. The young take food by grabbing it, with their beaks, from their parents, or by grabbing food dropped into the water. When a young bird cannot grab the food, then the adults submerge their bill into the water and shake their bill to break up the food. ### Moult and migration When breeding is over, the black-necked grebe usually partakes in a moult migration to saline lakes. It especially prefers lakes with large numbers of invertebrate prey, so it can fatten up while moulting and before going on its winter migration. Some birds, although, moult when on the breeding grounds, but most do not moult until the end of the moult migration. This migration is dangerous, with hundreds and sometimes thousands of birds being killed by snowstorms when traveling to places such as Mono Lake. When it finishes its moult migration, this bird moults its remiges between August and September, which makes it unable to fly. This moult is preceded by an increase in weight. During the moult, the breast muscles atrophy. When the moult is completed, this grebe continues to gain weight, often more than doubling its original weight. This additional fat is used to power the black-necked grebe's overnight fall migration to its wintering grounds. The fat is most concentrated in the abdomen, second most in the thorax, and least in the chest. This bird usually starts its migration earlier when shrimp is more abundant and when the moulting lake is at a higher than average temperature. It generally leaves on a clear night with lower than average surface temperatures. ### Movement This grebe is one of the most inefficient fliers among birds. Generally, it avoids flying at all costs and reserves long-distance flight exclusively for migration. This is combined with the fact that this bird is flightless for two months of the year during its moult. However, when migrating, it travels as much as 6,000 kilometres (3,700 miles) to reach rich feeding areas that are exploited by few other species. In flight, the shape of this grebe is like a loon: straight neck, legs trailing, and wings beating often. When diving, this bird pulls its head back and then arches it forward into the water, with the body following and a slight springing. The legs start moving only after they are underwater. When swimming on the surface of the water, the body of this grebe is relatively high, although none of the underparts are seen. The neck is held straight up in a relaxed manner, with the bill being held forward and parallel to the water. Each of the feet perform strong alternating strokes. ## Disease Large-scale deaths (such as 150,000 birds on the Salton Sea in 1992) from erysipelas, avian cholera, avian botulism, and West Nile virus have been recorded in the past. In 2013 at the Great Salt Lake, for example, there was an outbreak of West Nile virus which is among the largest recorded avian die-offs in the US. The cause of the outbreak and modes of transmission are unknown, but there has been speculation about the latter. Since West Nile virus is able to survive in brine shrimp (and, for a temporary time, water at specific temperatures), it is likely that grebes could have become infected by eating diseased shrimp and/or swimming in the contaminated water. It is also theorized that West Nile virus could be transmitted among grebes through contact with the excrement of an infected bird, possibly around bodies of water, communal nest sites, areas of cohabitating birds, etc. Avian cholera, another disease that can cause massive die-offs in this species, is transmitted by currently-unknown biotoxins and/or pathogens, as well as problems with feather waterproofing putting birds at risk. ## Status As of 2016, the black-necked grebe is classified as least concern by the International Union for Conservation of Nature (IUCN). The trend of the population is uncertain, as some populations are decreasing, whereas others are stable, have an uncertain trend, or are increasing. The justification for the current classification of this species is its very large population (estimated around 3.9–4.2 million individuals) combined with a large estimated extent of occurrence (about 155 million km<sup>2</sup> (60 million sq mi)). This grebe is probably the most numerous grebe in the world. Unknown biotoxins, pathogens, and the impairment of feather waterproofing can lead to hypothermia and avian cholera. Since this grebe usually winters on the coast, it is also vulnerable to oil pollution. Large-scale disease, such as avian cholera, could threaten the species. These and other factors, such as human disturbance, including collisions with power transmission lines, contribute to declining populations in certain areas. This species used to be threatened in North America by the millinery industry, which helped facilitate the hunting of the birds, and egg collectors. Although this is true, this grebe is hunted in the Gilan Province in Iran, for both commercial and recreational purposes. However, there is no evidence suggesting that these threats could result in a significant risk for the overall population.
66,032,914
Types Riot
1,143,589,199
Riot in 19th century Upper Canada
[ "1826 crimes in Canada", "1826 in Upper Canada", "1826 riots", "Freedom of expression in Canada", "History of mass media in Canada", "June 1826 events" ]
The Types Riot was the destruction of William Lyon Mackenzie's printing press and movable type by members of the Family Compact on June 8, 1826, in York, Upper Canada (now known as Toronto). The Family Compact was the ruling elite of Upper Canada who appointed themselves to positions of power within the Upper Canadian government. Mackenzie created the Colonial Advocate newspaper and published editorials in the paper that accused the Family Compact of incompetence and profiteering on corrupt practices, offending the rioters. It is not known who planned the riot, although Samuel Jarvis, a government official, later claimed he organized the event. On the evening of June 8, 9–15 rioters forced their way into the newspaper offices and destroyed property. During the event, Mackenzie's employees tried to get passersby to help stop the rioters. Bystanders refused to help when they saw government officials like William Allan and Stephen Heward were watching the spectacle. When the rioters finished destroying the office, they took cases of type with them and threw them into the nearby bay. Mackenzie sued the rioters for the damage to his property and lost business opportunities. The civil trial attracted substantial media attention, with several newspapers denouncing the government officials who failed to stop the riot. A jury awarded Mackenzie £625 to be paid by the defendants, a particularly harsh settlement. He used the event to highlight abuses of the Upper Canada government during his first campaign for election to the Parliament of Upper Canada, for which he was ultimately successful. Reformers viewed Mackenzie as a martyr because of the destruction of his property and he remained popular for several years. Historians identify the event as a sign of weakening Tory influence in Upper Canada politics. ## Background The ruling elite of Upper Canada consisted of members of the Family Compact, who were descendants of Loyalist families. Shortly after the War of 1812, they convinced the lieutenant-governor of the colony to appoint them to the unelected executive council and positions in the judicial system while occupying higher offices in the Anglican church and the boards of financial institutions. They used their power to benefit themselves and their families economically. At the time, members of the Family Compact were also referred to as Tories, while modern-day historians sometimes refer to the group as Conservatives. Reformers were the political opponents of the Family Compact. Journalists such as William Lyon Mackenzie published newspapers that questioned the authority of the Tory ruling elite. The Family Compact tried to maintain their political power by attacking and disrupting Reformer political meetings. In 1824, Mackenzie began publishing the Colonial Advocate, a newspaper critical of the government and the Family Compact. The newspaper was a popular publication amongst people who were displeased with the administration of Upper Canada. Under the pseudonym "Patrick Swift", Mackenzie published articles that questioned the Family Compact's ability to run the colony and how they used their legal power to enrich themselves. For the Colonial Advocate's second anniversary on May 18, 1826, Mackenzie published several negative stories on the history of Family Compact members. He accused female ancestors of the Family Compact of having many sexual partners and having been infected with syphilis, and he criticized their personal appearance. On June 8, 1826, Mackenzie published an account of an 1817 duel between Samuel Jarvis, a Tory government official, and John Ridout, the son of a prominent Reformer, which resulted in Ridout's death. Jarvis considered this a personal attack on his character and commentary on a private matter. The Colonial Advocate's printing press was located at the northwest corner of Palace Street and Frederick Street in York, Upper Canada (now known as Toronto). Mackenzie lived there with his mother Elizabeth, his wife Isabel, and his children James and Elizabeth. Isabel's siblings, Margaret and James Baxter, were also living on the property and the latter was an apprentice of Mackenzie. Two other apprentices lived there, along with a journeyman named Charles French. Mackenzie travelled to Queenston before the riot for unknown reasons and left his foreman, Ferguson, in charge of the press in his absence. ## Riot It is not known who planned the riot. Members of the Family Compact approached John Lyons, the lieutenant-governor's clerk, and encouraged him to plan an attack on Mackenzie's printing press. A few years after the incident, Jarvis claimed he had planned the riot. William Proudfoot testified at the civil trial that he heard Jarvis, Lyons, and Charles Richardson plan to ambush and attack Mackenzie. Raymond Baby stated that Charles Heward, the nephew of the attorney general, and Henry Sherwood, the son of a judge, recruited him for the mob on the afternoon of the riot. Baby claimed they brought him to the attorney general's office, but several members of the mob denied this eighteen months after the trial concluded. The riot began just after 6:00 pm on June 8, 1826. The exact number of rioters is uncertain; Jarvis reported there were nine or ten people, while a newspaper at the time reported fifteen participants. The rioters included Jarvis, Lyons, Richardson, Sherwood, Charles Baby, Raymond Baby, Charles Heward, Henry Heward, James King, and Peter McDougall. Several rioters brought clubs and sticks with them to aid in damaging the property. Some historians have stated that the men were dressed as indigenous people, although newspaper accounts and published documents from the riot participants did not confirm this. Heather Davis-Fisch, a professor at the University of the Fraser Valley, stated that this information was included in the Dictionary of Canadian Biography without verification by the authors, possibly because it was a "cultural memory" of the event. The rioters intended to attack Ferguson at the Colonial Advocate's printing office; they believed Ferguson wrote the Patrick Swift editorials and wanted to retaliate against him. When the group was gathered, Jarvis sent Heward to the printing office to ascertain if Ferguson was there. The others followed shortly after, walking in single file and brandishing their weapons. When the men arrived at the printing press, they shouted, demanding to be let into the building. When no one responded, they forced their way in. Two apprentices, James Lumsden and James Baxter, immediately fled the house and shouted for help. When the rioters could not find Ferguson, they attacked the printing press. James and Elizabeth Mackenzie investigated the noise and discovered the rioters destroying property. Upset by the situation, Elizabeth left the house. The rioters intimidated the occupants of the house, scattered type across the room and demolished the printing press. When a rioter announced the mob had done enough damage, they left carrying cases of type, which were thrown into the nearby bay. A passerby heard Baxter's call for help, but did nothing because he saw William Allan and Stephen Heward, two high-ranking administrators in Upper Canada, observing the riot and taking no action to stop it. Heward shouted encouragement to his sons to continue rioting while Allan watched from his property. Charles Ridout watched the riot from the bay and saw Heward and Allan were doing nothing to stop the mob. Other spectators gathered on a bank of a bay near the printing press. When Francis Collins, editor of the Canadian Freeman, arrived at the printing office, he discovered the rioters had left and Elizabeth was distraught over the damage. He reported that Elizabeth feared the men would return to demolish the house. ## Immediate aftermath Independent newspaper editors throughout Upper Canada believed Allan and Heward's inaction during the riot meant the Upper Canadian government supported it. Collins denounced the destruction in the Canadian Freeman newspaper and criticized Allan and Heward, as police magistrates, for not helping to stop the riot. H. C. Thompson in the Upper Canada Herald criticized the rioters' connection to the Upper Canada Administration as an attack on the freedom of the press. James Macfarlane supported the rioters in the Kingston Chronicle, stating they had no other recourse to the Swift editorials in the Colonial Advocate. The Upper Canada Gazette, the journal published by the public administration of Upper Canada, did not comment on the riot, furthering speculation that the government supported the event. Members of the Upper Canada elite expressed their opinions in private letters. Anne Powell wrote the riot was the "most disgraceful scene" that had happened in York. She hoped her sons were not involved in the incident and forwarded the news to her husband in London. Robert Stanton said the rioters displayed their passion without restraint. When William Jarvis discovered his brother was involved in the riot, he wrote to him saying he wished Samuel had thrown Mackenzie into the bay, too. Lieutenant-governor Peregrine Maitland was not in York during the riot and government officials did not comment on the event on his behalf. When Maitland returned to York two weeks later, he fired Lyons as his private secretary. He did not comment on the event publicly and did not report the incident to his superiors at the Colonial Office. Attorney General John Robinson did not publicly condemn the attacks or admonish his employees who had participated in the riot. The dean of York attorneys, William Warren Baldwin created a list of actions he felt highlighted Robinson's failure of duty as attorney general; Robinson's decision not to prosecute the rioters was first on that list. Public opinion supported Mackenzie because of the government administrators' failure to stop the riot or charge the perpetrators. Mackenzie stayed away from York immediately after the riot because friends advised him his life might be in danger. He struggled financially for six months as the printing press was his source of income and he was responsible for boarding his apprentices. He had previously suffered from malarial fever and it returned due to the stress he suffered. ## Civil trial ### Trial details Mackenzie decided to sue the rioters for damaging his property and hired James Edward Small as his attorney. Small issued writs addressed to "Jarvis et al." for a civil suit. Jarvis hired James Buchanan Macaulay to defend him. Small proposed a settlement of £2000 as the value of the destroyed printing press and type. Macaulay claimed the rioters were righteous in their actions and that the destroyed property was not worth £2000. He offered to settle for £200, then £300. Small rejected these offers, so the lawsuit went to trial. Jarvis, Lyons, Richardson, Charles Baby, Charles Heward, King, McDougall, and Sherwood were the defendants. Raymond Baby was not named as a defendant possibly because he was considered too young to be responsible for his actions, as he was 17 or 18. Henry Heward was named as a rioter but not as a defendant. Marshall Spring Bidwell represented Mackenzie at the trial, with Small's assistance. Christopher Alexander Hagerman represented the defendants. The trial took place in York's new courthouse; William Campbell presided. Allan was an associate judge during the proceedings. The defendants admitted they participated in the riot, so the jury was tasked with determining the amount of money Mackenzie should receive. Hagerman insisted that the case be heard by a special jury. The jury's foreman was Robert Rutherford, who owned a general store in York. The other two jurors from York were Edward Wright, a tailor, and George Shaw, a grocer. The remaining jurors were farmers from the surrounding towns of Whitby, Markham, Scarborough, and Vaughan, and included Jacob Boyer, a German immigrant; and Joseph Tomlinson, who became an agent for the Colonial Advocate after the trial. ### Arguments and jury deliberations Bidwell argued Mackenzie should be awarded a larger settlement because of the damaged property's value and Mackenzie's inability to fulfill printing contracts after his printing press was destroyed. He stated the rioters violated all Englishmen's rights to a free press and that the law should decide the morality and legality of a newspaper, not a mob. Bidwell also argued that the defendants should have used their social standing and education to find a peaceful solution instead of using violence. He also accused the defendants of violating Mackenzie's privacy by damaging his home, which was on the same property as the printing press. Elizabeth Mackenzie was the first witness for the plaintiff and described the attack from inside the property, although she could not identify any perpetrators. William Lyon Mackenzie's five employees identified the rioters and explained the business's finances to showcase the lost income from the riot. Hagerman did not want the jury to sympathize with Mackenzie, so he questioned the employees about his character and the Colonial Advocate's negative reputation. These questions confirmed Mackenzie wrote the Patrick Swift editorials. The Upper Canada Herald printed Hagerman's 4,400-word address to the jury. He suggested the trial was about Mackenzie's conduct. He claimed Mackenzie was exaggerating the financial cost of the damage and was using the lawsuit to prevent bankruptcy because the Colonial Advocate was unsuccessful. Hagerman emphasized that the Swift editorials damaged the reputations of living and deceased people and the right to free press was not supposed to protect slanderous writers like Mackenzie. He stated the rioters wanted to protect decency in Upper Canada and did not physically harm anyone. Although Hagerman admitted the rioters damaged some property, he claimed Mackenzie was not entitled to the sums of money he was suing for. The defendants did not testify during the trial because Hagerman did not want them to be cross-examined about who had planned, recruited, and executed the attack. He also wanted the jury to focus on Mackenzie's conduct, not on that of the defendants. Campbell gave instructions to the jury that summarized the evidence of the trial. Mary Jarvis, Samuel Jarvis's wife, thought the instructions favoured the defendants, but newspapers at the time did not think the instructions were noteworthy. The jury deliberated for thirty hours, debating the amount of money Mackenzie should be rewarded. Juror George Shaw did not want to award Mackenzie any damages and argued that previous case law indicated they should dismiss the case. Three jurors became sick during the deliberations. Jacob Boyer had bloodletting administered to him, but refused to be dismissed from the jury. After further discussion, the jury awarded Mackenzie £625 () in damages, a particularly harsh verdict. ### Aftermath The damages awarded to Mackenzie surprised Mary Jarvis, as she believed it was a modest amount of money. James Baby reprimanded Charles as he paid his son's share of the settlement. James FitzGibbon, a colonel in Upper Canada, solicited donations from riot supporters and government administrators. In 1827, Collins reported on this donation scheme and accused Maitland of donating funds. FitzGibbon confirmed he solicited funds but denied Maitland donated money. Opponents of the government speculated FitzGibbon was appointed as clerk of the Legislative Assembly and colonel of the militia as a reward for organizing this collection. FitzGibbon reacted to these accusations by sending a letter to the lieutenant-governor accusing Mackenzie of instigating the riot to increase his popularity and save his printing business. Mackenzie used the settlement to pay his creditors and restart production of the Colonial Advocate. In 1827, he published his account of the incident as The History of the Destruction of the Colonial Advocate Press. Mackenzie also used the settlement to fund his first campaign for a seat in the Upper Canada Legislature for the County of York in July 1828, for which he was elected. Jarvis was listed first as a defendant in the lawsuit and used this to promote his social status among the governing elite. He declared he was the leader of the mob and refused to talk about or publish material that damaged the reputation of the persons involved, including government administrators. Two years after the riot, Jarvis printed a pamphlet called A Statement of Facts Relating to the Trespass on the Printing Press in the Possession of William Lyon Mackenzie, in which he claimed to have organized the event. Jarvis said the riot's purpose was to preserve the power structure of Upper Canada and stop social change. Jarvis's publication included a sworn statement from all the defendants that government officials had no involvement in the planning or implementation of the riot. Newspapers that opposed Upper Canadian government officials believed the riot was another example of the government eliminating opposition to its power. Collins stated in the Canadian Freeman that he supported Mackenzie's settlement and denounced the riot. Those who supported the administration believed the rioters overreacted to Mackenzie's provocative Patrick Swift editorials. Robert Stanton of the Upper Canada Gazette decried the settlement Mackenzie received, believing the damage to his printing press was exaggerated. Most independent newspapers supported Mackenzie, and the amount awarded to him. ## Criminal trial Mackenzie did not seek criminal charges because he thought Robinson, who would have led the prosecution in a criminal case, would not pursue the charges rigorously. Robinson stated he did not pursue criminal charges because it was customary for the victim to choose if a civil or criminal trial should be held, and Mackenzie chose a civil trial. The defendants' supporters wanted Robinson to pursue a criminal trial because they thought it would reduce the amount of money Mackenzie would be awarded in the civil trial. Robinson declined to pursue charges during the civil trial to avoid accusations of interfering with proceedings. After the trial, Mackenzie declined Robinson's offer to pursue criminal charges. Mackenzie later claimed that his lawyers advised him not to pursue criminal charges because Robinson was biased in favour of the defendants. Francis Collins was charged with libel for his articles on the Jarvis-Ridout duel. At his criminal trial in April 1828, he accused Robinson of neglecting his duty by charging him for libel while refusing to charge the pertetraitors of other crimes, including the rioters in the Types Riot. Judge John Walpole Willis agreed with Collins and threatened to report Robinson's conduct to the British government. A few days later Robinson initiated criminal proceedings against the perpetrators of the Types Riot, the same individuals named in the civil suit. The criminal trial began later that day. According to Jarvis, the criminal trial was orchestrated to force Mackenzie to testify in the proceedings. The defendants' witnesses testified Mackenzie told them he exaggerated the damage. Mackenzie testified the physical damage was £12 but the amount he claimed in the civil trial included money he lost in printing contracts because his press was damaged. The jury quickly decided the men were guilty. The judge determined the defendants had already paid a large settlement after the civil trial and fined each of them five shillings. ## Legacy The Types Riot inspired Mackenzie to continue his fight to dismantle the Upper Canada power structure dominated by the Family Compact. A year after the incident, he used the riot to highlight abuses of power by government authorities and criticized Allan and Heward's appointment as barristers-at-law. The event was highlighted during his successful campaign to become a legislator in the Upper Canada Parliament, claiming that government officials had betrayed the public's trust by instigating the riot. He also used the event to show electors he was part of a group of citizens who struggled to reform the political system of Upper Canada. The riot led to Mackenzie becoming a martyr among Reformers, the political group that campaigned against the Family Compact, and Mackenzie remained popular for several years. After the Types Riot, the youth of York divided themselves into an upper class of people related to the government administrators and a lower class composed of mechanics and labourers. These groups avoided interacting and distrusted each other's actions. Samuel Jarvis claimed the riot exposed the differing political philosophies of those born and raised in Upper Canada who supported the ruling elite and immigrants who believed in changing the political system towards British radicalism or American egalitarianism. Historian Carol Wilton described the Types Riot and its subsequent civil trial as "the most important debate in Upper Canadian legal history". According to Wilton, the riot showed an upper class without an understanding of the rule of law who wanted to preserve their society. Although Tory-aligned historians believe Mackenzie's reward in the lawsuit showed an impartial court, other historians believe this event highlighted the maladministration of Upper Canada. The riot showed a willingness of the Upper Canadian elite to ignore the laws that placed them in positions of power. Wilton stated the event should be analyzed as part of a larger campaign of conservative political attacks that includes the violence of Reform meetings in the 1830s. The violence that occurred in Upper Canada in the 1820s and 1830s, including the Types Riot, showed the weakening conservative dominance in the province's politics. It demonstrated that the Family Compact's claim to authority, based on their education and upbringing, was supported by threats of uncivilized violence. Reformers used the riot to support their theory of persecution by the Tory elite. Government prosecutors' refusal to charge the defendants in a criminal case showed that the ruling class would prevent opposition to their power. It convinced citizens that violence against the government was acceptable because the government would not stop attacks against dissenters. The civil trial's verdict scared the Tory elite, as the judicial system could hold them accountable for their actions. They started using legal maneuvers to protect their property and assets. The Types Riot was the first instance of violence against reformers that led to the Upper Canada Rebellion and continued until the 1840s.
1,832,623
I Don't Wanna Cry
1,172,804,349
1991 single by Mariah Carey
[ "1990 songs", "1990s ballads", "1991 singles", "Billboard Hot 100 number-one singles", "Cashbox number-one singles", "Columbia Records singles", "Mariah Carey songs", "Pop ballads", "Song recordings produced by Narada Michael Walden", "Songs written by Mariah Carey", "Songs written by Narada Michael Walden", "Sony Music singles", "Torch songs" ]
"I Don't Wanna Cry" is a song recorded by American singer Mariah Carey for her eponymous debut studio album Mariah Carey (1990). Written by Carey and producer Narada Michael Walden, Columbia Records released it as the album's fourth single in March 1991. A Latin soul-influenced pop ballad, the torch song describes the end of romance. It features drums, guitars, digital synthesizers, and a prototypical song structure with highly delineated section roles. Modulations occur between these segments that emphasize the singer's emotions. Varying from whispering to belting, Carey's vocal range spans more than two octaves. Critics viewed "I Don't Wanna Cry" as a standout track from Mariah Carey and complimented the dynamic between Carey's vocals and Walden's production. The song received high airplay across American adult contemporary, urban contemporary, and contemporary hit radio stations. It became Carey's fourth consecutive number one on the US Billboard Hot 100 Singles chart, making her the second act to have their first four entries reach number one. The Recording Industry Association of America certified it Gold. Internationally, "I Don't Wanna Cry" reached the top ten on sales and airplay charts in Canada and the top twenty in New Zealand. Larry Jordan directed the accompanying music video, which shows Carey and a male model brooding over their tainted relationship. His director's cut version includes scenes that Columbia thought projected a sexualized image of Carey. She performed "I Don't Wanna Cry" during the 1993 Music Box Tour, the 1996 Daydream World Tour, and the 2015 concert residency \#1 to Infinity. Carey's former husband and head of Columbia at the time of the song's production, Tommy Mottola, considers her lack of creative control during the process a factor in the demise of their relationship. ## Background Then-backup singer Mariah Carey accompanied Brenda K. Starr to a record industry party in late 1988. Tommy Mottola, president of CBS Records Group, obtained Carey's demo tape at the gala and was immediately impressed by her voice. He signed Carey within a month to establish her as Columbia Records's answer to Whitney Houston of Arista Records. Mottola persuaded Arista promoter Don Ienner—who had been part of the marketing strategy that made Houston a household name—to join Columbia. Although Carey requested to work on her debut album Mariah Carey (1990) with longtime co-writer Ben Margulies rather than well-known producers, Mottola felt it required further influences. To broaden the album's music, Ienner suggested they hire Houston producer Narada Michael Walden. This aligned with their view of Carey as "a franchise" with marketability to multiple demographics as Walden's work appealed to both pop and R&B audiences. ## Recording Mottola phoned Walden personally to request that he write a successful song with Carey in New York. She was apprehensive and feared that her music would become "too schmaltzy" like his work with Houston. After meeting each other, the pair held a writing session at the city's Hit Factory studio where Walden heard Carey's voice for the first time. While working on some uptempo songs, he believed she needed one that was slower and melodramatic. Influenced by recordings such as Chuck Jackson's "I Don't Want to Cry", Walden began singing a concept to Carey. They composed the melody and wrote the chorus to "I Don't Wanna Cry", after which Carey completed the remaining lyrics. "I Don't Wanna Cry" was recorded at Tarpan Studios and The Plant Studios in California. Carey sought to redo licks multiple times during the process, and Walden agreed. After she recorded more vocals, Walden refused to incorporate them because he felt the song was complete. Mottola encouraged Carey to follow his advice but acknowledged her discontent. She never collaborated with Walden after Mariah Carey, stating, "The label was very excited for me to work with him because of his collaborations with hugely successful vocalists ... it was very important for me to keep my identity as a songwriter." Carey married Mottola in 1993 and they later divorced due to his controlling nature. Retrospectively, he considers Carey's experiences with Walden how "her whole issue of feeling controlled" came into being. ## Composition and lyrics "I Don't Wanna Cry" is a torch song in the form of a Latin soul-influenced pop ballad. Like many recordings, it references the act of crying. The lyrics are simple and concern the demise of a romance: "Though I've given you my heart and soul / I must find a way of letting go / 'Cause baby, I don't wanna cry." According to David T. Farr of the Sturgis Journal, they introduce an element of vulnerability to Carey's image. Scholar Dorothy Marcic views them as an example of the progression of women's societal role as they showcase a sense of inner strength rather than victimhood like songs from previous decades. With an introduction, verse, pre-chorus, chorus, post-chorus, bridge, and outro, "I Don't Wanna Cry" features a prototypical song structure. It is organized in compound AABA form. Set in common time, the music is played "tenderly" at a tempo of 66 beats per minute according to sheet music published by Hal Leonard. It is written in the key of F-sharp minor until the first chorus when modulation to the relative key of A major occurs. The key reverts to F-sharp minor for the next verse. Upon the climax at the final chorus, a key change to B-flat major takes place. The song concludes in the relative key of G minor. This alternation constructs prosody; lyrics about breaking up ("Only emptiness inside us") are in minor key while those about moving on ("I must find a way of letting go") are in major key. Carey engages in riffing during the song's introduction. She uses a low register during verses and an upper register for the chorus. Her vocal range spans two octaves and six semitones from the low note of C3 to the high note of G5. Carey's timbre varies between whispering, cooing, belting with bravura, and "raspy grit". Aside from producing, Walden plays the drums heard in "I Don't Wanna Cry". The song features an electric guitar and an acoustic guitar played by Chris Camozzi. They evoke the sound of a Spanish guitar, which was a vogue production choice at the time. The guitars are soft-sounding and play the melody while programmed keyboards are heard in the background. Walter Afanasieff worked with the keys and synth bass electronically; Ren Klyce used the Fairlight CMI digital synthesizer for rhythm programming. As with most Mariah Carey tracks, Bob Ludwig conducted mastering at Masterdisk in New York. The album edition of "I Don't Wanna Cry" is four minutes and forty-seven seconds long and an edited version lasts four minutes and twenty-five seconds. ## Release "I Don't Wanna Cry" is the third track on Mariah Carey, which Columbia released on June 12, 1990. It forms the record's mass market appeal along with other ballads such as "Vision of Love" and "Love Takes Time". By early 1991, the first three singles had reached number one on the US Billboard Hot 100 Singles chart and the album was in the midst of an 11-week run at number one on the Billboard 200 following Carey's Best New Artist win at the 33rd Annual Grammy Awards. Columbia issued "I Don't Wanna Cry" as the fourth single from Mariah Carey. The label distributed cassettes and 7-inch vinyls to retail in March 1991 with the album track "You Need Me" as a B-side. The latter song has a similar relationship separation theme, this time incorporating funk and rock music. A promotional CD includes a radio edit version. In Japan, Sony Music released "I Don't Wanna Cry" as a mini CD on May 2, 1991. It is featured on Carey's compilation albums \#1's (1998), Greatest Hits (2001), and \#1 to Infinity (2015). ## Critical reception Critics judged "I Don't Wanna Cry" to be one of the best songs from Mariah Carey. Aside from Carey's work, it received comparisons to other ballads about relationships such as George Michael's "Careless Whisper" and Chris Isaak's "Wicked Game". Commentators considered "I Don't Wanna Cry" conventional and thought that Carey's vocal performance elevates the song's orthodoxy. Glenn Gamboa of Newsday regarded it as perhaps "the surest sign from her debut that [Carey]'s powerful voice could turn an average song into a hit" and Cleveland.com's Troy L. Smith reckoned although it might have generic production, that "doesn't stop Carey from rescuing the song with an amazing vocal". Critics felt that Carey's vocals and the composition complement each other and resonate emotion. According to Billboard, "Walden's grand production suits her acrobatic vocal style". Rob Tannenbaum of Rolling Stone thought that Carey's "downcast whispers animated the song's luxurious sorrow" and Vibe's Julianne Shepherd said "she strikes a perfect balance between vocal ability and emotional rawness." Reviewing retrospectively, Leah Greenblatt of Entertainment Weekly graded "I Don't Wanna Cry" a B+ and Stereogum's Tom Breihan scored it a 5 out of 10. ## Commercial performance In the United States, "I Don't Wanna Cry" debuted at number 50 on the Billboard Hot 100 Singles chart dated April 6, 1991, as Carey's "Someday" departed the top 10. It rose from number eight to number one in the May 25, 1991, issue and replaced "I Like the Way (The Kissing Game)" by Hi-Five. The song's jump to number one was the biggest since Meco's "Star Wars Theme/Cantina Band" did the same in 1977, a feat British publication Music Week deemed "unprecedented". "I Don't Wanna Cry" became Carey's fourth consecutive number one on the Hot 100. This made her the second act after the Jackson 5 in 1970 to have their first four singles reach number one and the second female artist after Paula Abdul to have four number-one songs from a debut album. "I Don't Wanna Cry" spent two weeks at number one and nineteen total on the chart. As of 2018, it is Carey's 11th-best performing song on the Hot 100 and Walden's final number one as a producer. "I Don't Wanna Cry" experienced success across multiple radio formats in the United States. The song topped at least one of the adult contemporary, urban contemporary, and contemporary hit radio charts published by Billboard, Gavin Report, or Radio & Records magazines. It received citations from performance rights organizations ASCAP and BMI for being one of the most-played songs on American radio and television stations in 1991. The Recording Industry Association of America certified it Gold in 2022, which denotes 500,000 units based on digital downloads and on-demand streams. Outside of the United States, the song performed well in Canada. It reached the top 10 on the sales-based singles chart published by The Record (No. 7) and the airplay-based chart produced by RPM (No. 2). Elsewhere, "I Don't Wanna Cry" peaked at number 13 on the New Zealand singles chart and number 49 on the Australian singles chart. ## Music video and performances Carey's video album The First Vision (1991) presents a preview of the song's music video. The clip captures her singing amid red-orange lighting on an empty stage. Larry Jordan directed the official video for "I Don't Wanna Cry", which Columbia released in April 1991. He had previously done so for "Someday". The sepia-toned video features Carey and a male model in a dark Midwestern United States home surrounded by candles and empty picture frames. After brooding over their tainted relationship, she enters a wheat field and cries. The video received critical commentary. According to KQED's Emmanuel Hapsis, Carey's performance foreshadows her strong acting ability in Precious (2009). People writer Drew Mackie thought her walking barefoot appears seductive. Carey disavowed the video later in her career. As Columbia reshot scenes due to the appearance of her dress and the male model, she prefers the director's cut. This version premiered on MTV in November 1998 and is included on her 1999 video compilation \#1's. "I Don't Wanna Cry" is not one of Carey's fondest compositions; she has seldom performed it live. The song is noticeably absent from her 1993 high-profile Here Is Mariah Carey concert. Carey sang "I Don't Wanna Cry" during the 1993 Music Box Tour and the 1996 Daydream World Tour. Her performance of the song at the Tokyo Dome during the latter is included on her compilation album The Rarities. In 2015, Carey resumed singing "I Don't Wanna Cry" for her Las Vegas concert residency \#1 to Infinity. ## Credits and personnel Credits adapted from the liner notes of Mariah Carey. ### A-side: "I Don't Wanna Cry" Locations Personnel Publishing ### B-side: "You Need Me" Locations Personnel Publishing ## Charts and certifications ## See also - Billboard Year-End Hot 100 singles of 1991 - List of Billboard Hot 100 number-one singles of 1991 - List of Cash Box Top 100 number-one singles of 1991 - List of Hot Adult Contemporary number ones of 1991
99,063
Isaac Brock
1,173,424,009
British Army officer and administrator, Lieutenant Governor of Upper Canada
[ "1769 births", "1812 deaths", "49th Regiment of Foot officers", "British Army commanders of the Napoleonic Wars", "British Army major generals", "British Army personnel of the French Revolutionary Wars", "British Army personnel of the War of 1812", "British military personnel killed in the War of 1812", "Canadian people of the War of 1812", "Guernsey expatriates in Canada", "Knights Companion of the Order of the Bath", "Lieutenant-Governors of Upper Canada", "People from Niagara Falls, Ontario", "People from Saint Peter Port", "People of pre-statehood Michigan", "Persons of National Historic Significance (Canada)" ]
Major-General Sir Isaac Brock KB (6 October 1769 – 13 October 1812) was a British Army officer and colonial administrator from Guernsey. Brock was assigned to Lower Canada in 1802. Despite facing desertions and near-mutinies, he commanded his regiment in Upper Canada (part of present-day Ontario) successfully for many years. He was promoted to major general, and became responsible for defending Upper Canada against the United States. While many in Canada and Britain believed war could be averted, Brock began to ready the army and militia for what was to come. When the War of 1812 broke out, the populace was prepared, and quick victories at Fort Mackinac and Detroit defeated American invasion efforts. Brock's actions, particularly his success at Detroit, earned him accolades including a knighthood in the Order of the Bath and the sobriquet "The Hero of Upper Canada". His name is often linked with that of the Native American leader Tecumseh, although the two men collaborated in person only for a few days. Brock died at the Battle of Queenston Heights, which the British won. ## Early life Brock was born at St Peter Port on the Channel Island of Guernsey, the eighth son of John Brock (1729–1777), a midshipman in the Royal Navy, and Elizabeth de Lisle, daughter of Daniel de Lisle, then Lieutenant-Bailiff of Guernsey. The Brocks were an English family who had been established in Guernsey since the sixteenth century. Brock earned a reputation during his early education on Guernsey as an assiduous student, as well as an exceptional swimmer and boxer. At age ten, he was sent to school in Southampton. He also studied for one year in Rotterdam, learning French. Despite his lack of an extensive formal education, Brock appreciated its importance. As an adult, he spent much time reading in an attempt to improve his education. He read many works on military tactics and science, but he also read ancient history and other less immediately practical topics. At the time of his death, he owned a modest library of books, including classic works by Shakespeare, Voltaire, and Samuel Johnson. He kept a reputation as an "unusually tall, robust" man throughout his life, with an adult height of about 6 ft 2 in (188 cm). Measurements taken from his uniform show that at his death he had a waist size of 47 inches (120 cm) and the inside brim of his hat measured 24 inches (61 cm) in circumference. Though Brock was noted as a handsome man who enjoyed the company of women, he never married. ## Military service Brock had a successful pre-war military career and a quick rise through the ranks, which many commented on at the time. Some credited luck and others skill in his rapid promotions, and Brock had substantial portions of both on his way to prominence. Lacking special political connections, Brock's ability to gain promotions even when the nation was at peace attests to his skills in recruiting men and organizing finances, and ambition. ### Early career At the age of fifteen, Brock joined the 8th (The King's) Regiment of Foot on 8 March 1785 with the rank of ensign, and was likely given responsibility for the regimental colours. His elder brother John was already an officer in the same regiment. As was usual at the time, Brock's commission was purchased. On 16 January 1790 he bought the rank of lieutenant and later that year he raised his own company of men. As a result, he was promoted to captain (of an Independent Company of foot) on 27 January 1791 and transferred to the 49th (Hertfordshire) Regiment of Foot on 15 June 1791. His nephew and biographer (Ferdinand Brock Tupper) asserts that shortly after Brock joined the regiment, a professional dueller forced a match on him. As the one being challenged Brock had his choice of terms, and he insisted that they use pistols. His friends were shocked as Brock was a large target and his opponent an expert shot. Brock, however, refused to change his mind. When the duellist arrived at the field, he asked Brock to decide how many paces they would take. Brock insisted that the duel would take place not at the usual range, but at handkerchief distance (i.e., close range). The duellist declined and subsequently was forced to leave the regiment. This contributed to Brock's popularity and reputation among his fellow officers, as this duellist had a formidable reputation and was reportedly regarded as a bully in the regiment. During his time with this regiment, Brock served in the Caribbean, where he fell ill with fever and nearly died. He did not fully recover until after returning to England in 1793. Once back in Britain he spent much of his time recruiting, and he was placed in charge of recruits on Jersey. He purchased his majority on 27 June 1795, and rejoined his regiment in 1796, when the rest of his men returned from the West Indies. ### First command On 28 October 1797 Brock purchased the rank of lieutenant-colonel for £3,000, and became acting commanding officer of the regiment, assuming substantive command on 22 March 1798 with the retirement of Lieutenant Colonel Frederick Keppel. The rank was apparently bought cheaply; his predecessor from whom he purchased the rank was advised to sell up and leave the army rather than face a court martial and probable dismissal. In 1799 the 49th was assigned to the Helder Expedition against the Batavian Republic (now known as the Netherlands), to be led by Sir Ralph Abercromby. During the troop landings, Brock saw his first combat on 10 September 1799 under the command of then-Major-General John Moore. Given that the 49th was in poor shape when Brock took command, they saw little actual combat. Likely Moore was sparing them and using more experienced troops to establish the beachhead. Finally on 2 October the 49th was actively involved in heavy combat at the Battle of Alkmaar, where they acquitted themselves well, sustaining only 33 deaths. The 49th had been ordered to proceed up the beaches of Egmont-op-Zee, a steep climb through sand dunes and poor terrain. The risks were exacerbated by harassment from French sharpshooters, who had excellent cover. After about six hours of heavy fighting, the attack was stopped about a mile (1.6 km) short of the British objective. After an hour of close combat, the French began to withdraw. Brock was injured in the fighting when hit in the throat by a spent musket ball. His neck cloth prevented a possibly fatal injury. In his own words, "I got knocked down shortly after the enemy began to retreat, but never quitted the field, and returned to my duty in less than half an hour." In 1801 while aboard the 74-gun HMS Ganges (commanded by Captain Thomas Fremantle, a personal friend), Brock was present at the Battle of Copenhagen. His troops were supposed to lead an assault on the forts at Copenhagen. The outcome of the sea battle made such an assault unnecessary, and Brock was able to observe first-hand the tactical brilliance of Lord Nelson. After the battle, Fremantle and Brock celebrated the victory with Nelson. In 1802, Brock and the 49th were ordered to Canada. ### Transfer to Canada Brock arrived in Canada with the rest of the 49th and was initially assigned to Montreal. Almost immediately, in 1804 he was faced with one of the primary problems in Canada: desertion. Seven soldiers stole a boat and fled across the river (and border) into the United States. Despite having no jurisdiction on American soil, Brock sent a party across the border in pursuit and the men were captured. ### Mutiny A short time later Brock received a report from Fort George that some of the garrison were planning to imprison the officers and flee to the U.S. Immediately he boarded the schooner that had brought the message and proceeded to Fort George, under the command of then-Lieutenant-Colonel Roger Hale Sheaffe. A hastily assembled honour guard formed to greet Brock's unexpected arrival. Alone on entering the fort, Brock ordered the sergeant of the guard to disarm and had him confined. As it was the dinner hour, all the soldiers were in barracks. Brock ordered the drummers to call out the men. He ordered the first officer on the scene, Lieutenant Williams, to bring him a soldier suspected of being one of the mutiny's ringleaders. Pinning the man with a sabre, Williams took him into custody. The other suspected mutineers were also captured. Brock sent the twelve mutineers and the seven deserters to Quebec for court martial. The mutineers had planned to jail all the officers (save Sheaffe, who was to be killed) and to cross the Niagara River into the U.S. at Queenston. Seven soldiers were subsequently executed by firing squad. The mutineers testified that they were forced to such measures by the severity of Sheaffe's command. They said if they had continued under Brock's command, they would never have taken such action. Brock was evidently upset by the news that the conspirators had been shot. In a botched execution, the firing squad discharged their weapons at too long a distance, so that the condemned men were not killed instantly. Brock's younger brother John Savery Brock was compelled to retire from the Royal Navy after his involvement in a mutinous incident; he induced "his brother midshipmen of the fleet at Spithead to sign a round robin against their being subjected to the practice of mast-heading." He was "recommended privately to retire from the service." ### Pre-war preparations After a period of leave in England over winter 1805–1806 and promotion to colonel on 29 October 1805, Brock returned to Canada temporarily in command of the entire British army there. By 1806 the United States was becoming increasingly hostile to the British Empire; relations between the two nations continued to deteriorate until war finally broke out in 1812. The United States had grievances at British violations of American sovereignty, restriction of American trade by Britain, and an American desire to gain territory by invading and annexing the poorly defended British North American colonies. American grievances included the impressment of American sailors by the Royal Navy, the blockade of French ports, and a belief that the British were inciting American Indians to attack U.S. settlements on the western frontier. War hawks in the U.S. called for an invasion of Canada to punish the British Empire and to lessen the threat to American interests represented by the Native Americans. At the same time, the US leaders believed that the growing population needed new territory; some imagined that the United States was destined to control all of the North American continent. (This philosophy was later known as Manifest Destiny.) American hawks assumed that Canadian colonists would rise up and support the invading U.S. armies as liberators and that, as Thomas Jefferson famously wrote, conquering Canada would be "a mere matter of marching". In response to this emerging threat, Brock moved quickly to bolster Canadian defences. He strengthened the fortifications of Quebec by building walls and an elevated battery. Brock succeeded in creating a formidable defensive position due largely to his military reading, which included several volumes on the science of running and setting up artillery. He also rearranged and strengthened the Provincial Marine (responsible for transport on the lakes and rivers). He ordered warships to be built and developed a naval force capable of holding the Great Lakes. This was to be pivotal during the war. But Brock's appropriation of civilian lands and labour for military use brought him into conflict with the civilian authorities led by Thomas Dunn. In 1807 Brock was appointed brigadier general by Governor General Sir James Henry Craig, the new commander of Canadian forces. He was to take command of all forces in Upper Canada in 1810. During this time Brock continued to ask for a posting in Europe. In June 1811 he was promoted to major general and in October of that year Lieutenant Governor Francis Gore left for England. Brock was sent to Upper Canada as senior officer commander of the troops and senior member of the [executive] council, putting him fully in charge of both the military and civil authority. He was usually referred to as president of the council or administrator of Upper Canada (never as lieutenant governor). When permission to leave for Europe finally came in early 1812, Brock declined the offer, believing he had a duty to defend Canada in war against the United States. As Upper Canada's administrator, Brock made a series of changes to prepare for war. He amended the militia act to allow use of all available volunteers and ordered enhanced training of these raw recruits, despite opposition from the provincial legislature. He continued strengthening and reinforcing defences. Brock also began seeking out First Nations leaders, such as the Shawnee chief Tecumseh, to build alliances with him against the Americans in the event of war. Although the conventional wisdom of the day was that Canada would fall quickly in the event of an invasion, Brock pursued these strategies to give the colony a fighting chance. Meanwhile, back in England, Brock's brother William faced financial difficulties, as the bank in which he was a senior partner failed. Isaac's commissions had been purchased with a loan entered into the bank's books by his brother, and the Brocks faced a demand for payment. Isaac could not meet the £3000 debt, but made over the whole of his salary to his brother Irving, to be used for whatever was considered most critical: his commission debt or the family's other bills. ## War of 1812 ### Early war and the capture of Detroit The United States declared war on Britain on 18 June 1812. Despite his preparations, Brock was worried about Canadian security. In Upper Canada, besides the militia, there was only one British regular infantry regiment, a detachment of retired veterans, and a company of artillery. These had to be dispersed among several widely separated posts. Brock's advantage was that the armed vessels of the Provincial Marine controlled the lakes, and allowed him to move his reserves rapidly between threatened points. Brock continually kept the commanders of his posts informed of all developments. When news of the outbreak of war reached him, he sent a canoe party under the noted trader and voyager William McKay to the British outpost at St. Joseph Island on Lake Huron. His orders to commander (Captain Charles Roberts) allowed him to stand on the defensive or attack the nearby American outpost at Fort Mackinac at his discretion. Roberts immediately launched an attack on Fort Mackinac with a scratch force of regulars, fur traders, and First Nations warriors. On 17 July, the American garrison was taken by surprise (not being aware that war had been declared) and surrendered. This victory immediately encouraged many First Nations tribes, who had hitherto been neutral or undecided, to give their active support to the British. They hoped to expel the American settlers from their territories west of the Appalachian Mountains. Brock felt he needed to go further. He was hampered by Governor General George Prevost, who had replaced Craig in late 1811. Prevost's orders from the government, and his own inclinations, were to emphasise defence. Prevost kept the bulk of his forces in Lower Canada to protect Quebec, and opposed any attack into United States. Brock also believed that he was handicapped by inertia and defeatism among the legislature and other officials. He wrote to Prevost's adjutant general, > My situation is most critical, not from anything the enemy can do, but from the disposition of the people – The Population, believe me is essentially bad – A full belief possesses them that this Province must inevitably succumb – This Prepossession is fatal to every exertion – Legislators, Magistrates, Militia Officers, all, have imbibed the idea, and are so sluggish and indifferent in all their respective offices that the artful and active scoundrel is allowed to parade the Country without interruption, and commit all imaginable mischief... What a change an additional regiment would make in this part of the Province! Most of the people have lost all confidence – I however speak loud and look big. On 12 July, an American army under William Hull had invaded Canada at Sandwich (later known as Windsor). The invasion was quickly halted, and Hull withdrew, but this gave Brock the excuse he needed to abandon Prevost's orders. Having finally obtained limited support from the legislature for his measures to defend the Province, Brock prorogued the Assembly and set out on 6 August with a small body of regulars and some volunteers from the York Militia (the "York Volunteers") to reinforce the garrison at Fort Malden – Amherstburg at the western end of Lake Erie, facing Hull's position at Detroit. Travelling mainly by water in bad weather, Brock reached Amherstburg on 13 August. Here, Brock met Tecumseh, and was immediately impressed. Brock also read American dispatches captured from Hull's army. He quickly judged Hull to be timid and afraid of the First Nations in particular, and the American force to be demoralised and short of rations. Against the advice of his officers, Brock immediately prepared to launch an attack on Detroit. He later (3 September) wrote to his brothers, > Some say that nothing could be more desperate than the measure, but I answer that the state of the Province admitted of nothing but desperate remedies. I got possession of the letters my antagonist addressed to the Secretary at War, and also of the sentiments which hundreds of his army uttered to their friends. Confidence in the General was gone, and evident despondency prevailed throughout. I have succeeded beyond expectation. I crossed the river contrary to the opinion of Cols. Procter, St. George etc.; it is therefore no wonder that envy should attribute to good fortune what in justice to my own discernment, I must say, proceeded from a cool calculation of the pours and contres. Even with his First Nations allies, Brock was outnumbered. His force included 600 "Indians" and 1300 soldiers, as well as two battleships, according to his later report. Hull had 2,500 soldiers under his command. He decided to use tricks to intimidate Hull. He dressed his militia contingent in uniforms discarded by his regulars, making it appear (at a distance) as if his force consisted entirely of British regular infantry. Brock laid siege to Fort Detroit, from established artillery positions across the river in Sandwich. Through a carefully crafted series of marches, he gave the appearance of having much more numerous forces. He had Tecumseh's forces cross in front of the fort several times (doubling back under cover), intimidating Hull with the show of a large, raucous, barely controlled group of First Nations warriors. Finally, he sent Hull a letter demanding his surrender, in which he stated, in part, "It is far from my inclination to join in a war of extermination, but you must be aware that the numerous body of Indians who have attached themselves to my troops will be beyond my control the moment the contest commences." Brock hammered the fort with cannon fire. On 16 August, the day after receiving Brock's letter, Hull surrendered. Hull, elderly and without recent military experience, was terrified by the risk of losing the battle. `He later wrote that the surrender had saved 2,500 troops and 700 civilians from "the horrors of an Indian massacre".` The capture of Detroit and Hull's army wounded American morale, and eliminated the main American force in the area as a threat, while at the same time boosting morale among his own forces. Brock took the American supplies at Detroit and used them for his own forces, particularly the ill-equipped militia. Under prize regulations, a substantial part of the value of the captured military stores would accrue to him. (If he had lived longer, he could have settled his debts.) Brock valued the captured ordnance supplies at £30,000. Finally, the victory secured the support of Tecumseh and the other chiefs in his confederation, who took Brock's actions as both a sign of competence and a willingness to take action. Tecumseh evidently trusted and respected Brock, reportedly saying, "This is a man" after meeting him for the first time. Although Brock's correspondence indicates a certain amount of paternal condescension for the First Nations, he seems to have regarded Tecumseh very highly, calling him "the Wellington of the Indians", and saying "a more sagacious or a more gallant warrior does not I believe exist". Brock made a number of commitments to the Shawnee. He promised to negotiate no peace treaty without addressing the Shawnee's vision of an independent homeland. There is no evidence Brock negotiated in bad faith. Brock's personal integrity and respect for First Nations peoples has been well documented, and suggest that if he had lived he would have kept his word to the Shawnee. The capture of Detroit led to British domination over most of Michigan Territory. Brock had planned to continue his campaign into the U.S., but he was thwarted by negotiation of an armistice by Prevost with American Major General Henry Dearborn. This stalled Brock's momentum, and gave the Americans time to regroup and prepare to invade Canada. Unable to predict the point of invasion, Brock frantically worked to prepare defences throughout Upper Canada. The Prince Regent decreed a silver medal be struck for presentation to the senior officers to commemorate the event. ### Death at Battle of Queenston Heights Meanwhile, American general Stephen Van Rensselaer III, a Federalist political appointee, in command of a sizable army near Lewiston, was pressured by the American president to invade. Although Van Rensselaer had severe doubts about the quality of his troops, he had no choice but to attack. He was an inexperienced militia general, and not trusted by the majority of regular army troops. In the early morning of 13 October 1812, he attempted to cross the Niagara River, leading to the Battle of Queenston Heights. Despite heavy fire from British artillery, the first wave of Americans (under Captain John E. Wool) managed to land, and then follow a fishermen's path up to the heights. From this point, they attacked and routed the British artillery. Brock had arrived from nearby Fort George and moved up to the artillery battery to gain a better view only minutes before Wool attacked. He, his aides, and the gunners were forced to beat a hasty retreat, leading their horses down the steep slope. Fearing that the Americans would move the rest of their troops across the river, Brock ordered an immediate attack on their position. True to his philosophy of never ordering men where he would not lead them, he personally led the charge on foot. Brock's charge was made by Dennis' and Williams' two companies of the 49th and two companies of militia. The assault was halted by heavy fire and as he noticed unwounded men dropping to the rear, Brock shouted angrily that "This is the first time I have ever seen the 49th turn their backs! Surely the heroes of Egmont will not tarnish their record!" At this rebuke, the ranks promptly closed up and were joined by two more companies of militia, those of Cameron and Heward. Brock saw that the militia supports were lagging behind at the foot of the hill and ordered one of his Provincial aides-de-camp, Lieutenant Colonel John Macdonell, to "Push on the York Volunteers," while he led his own party to the right, presumably intending to join his party with that of Williams' detachment, who were beginning to make progress on that flank. Brock was struck in the wrist of his sword arm by a musket ball but continued to press home the attack. His height and energetic gestures, together with his officer's uniform and a gaudy sash given to him eight weeks earlier by Tecumseh after the siege of Detroit, made him a conspicuous target. An unknown American stepped forward from a thicket and fired at a range of barely fifty yards. The musketball struck Brock in the chest and he fell. His last words have been reported as "Push on, brave York Volunteers" (in reference to a group of the militia Brock favoured) or "Push on, don't mind me" or Surgite! (Latin for "rise" or "push on" – now used as a motto by Brock University), and even "a request that his fall might not be noticed or prevent the advance of his brave troops, adding a wish, which could not be distinctly understood, that some token of remembrance should be transmitted to his sister." These accounts are considered unlikely, since he was not in the company of the York Volunteers but regular soldiers at the time and it is also reported that Brock died almost immediately without speaking, and the hole in his uniform suggests that the bullet entered his heart. His body was carried from the field and secreted in a nearby house at the corner of Queenston and Partition streets, diagonally opposite that of Laura Secord. Following the death of Brock, Lieutenant-Colonel John Macdonell became the senior officer. A lawyer by trade and having little military experience, Macdonell led a second attempt to retake the redan. With Williams' men of the 49th starting from brush to the right of the line near the escarpment and Macdonell's anchoring the left, the force of between 70 and 80 men (more than half of whom were militia) advanced toward the redan. Wool had been reinforced by more troops who had just made their way up the path to the top of the Heights, and Macdonell faced some four hundred troops. During the charge, it is reported that the 49th used "Revenge the General" as a battle cry. Despite the disadvantage in numbers as well as attacking a fixed position, Williams' and Macdonell's small force was driving the opposing force to the edge of the gorge on which the redan was situated, and seemed on the verge of success before the Americans were able to regroup and stand firm. The momentum of the battle turned when a musket ball hit Macdonell's mount (causing it to rear and twist around) and another shot hit him in the small of the back, causing him to fall from the horse. He was removed from the battlefield and died from his injuries early the next day. Captain Williams was laid low by a wound to the head, and Dennis by a severe wound to the thigh (although he continued to lead his detachment throughout the action). Carrying Macdonnell and the body of Brock, the British fell back through Queenston to Durham's Farm, a mile north near Vrooman's Point. In the afternoon, Sheaffe arrived on the battlefield with reinforcements and took command of the British forces. In sharp contrast to his predecessors' direct attacks, Sheaffe took a more cautious approach. This ultimately proved successful, leading to a total victory over the Americans. ### Burial After the battle, Sheaffe and his staff decided to entrust the funeral arrangements to Captain John Glegg, who had served with Brock for many years. On 16 October, a funeral procession for Brock and Colonel Macdonell went from Government House to Fort George, with soldiers from the British Army, the colonial militia, and First Nations warriors on either side of the route. The caskets were lowered into a freshly dug grave at the northeast corner of Fort George. The British fired a twenty-one gun salute in three salvos, in a gesture of respect. Later that day, the American garrison at Fort Niagara respectfully fired a similar salute. Over five thousand people attended the funeral, a remarkable number given the limited population of Upper Canada at that time. A small cairn at the foot of the Niagara Escarpment marks the spot where Brock fell. In 1824, Brock's and Macdonell's remains were moved into Brock's Monument, which overlooked the Queenston Heights. That original monument was bombed and heavily damaged in 1840. (This action was reputedly by Irish-Canadian terrorist Benjamin Lett although a subsequent Assize failed to confirm this.). It was replaced by a larger structure 185 feet (56 m) high, built at public expense, that still stands. Brock's remains were reinterred inside the new Monument on 13 October 1853. An inscription reads: "Upper Canada has dedicated this monument to the memory of the late Major-General Isaac Brock, K.B. provisional lieutenant-governor and commander of the forces in the province whose remains are deposited in the vault beneath. Opposing the invading enemy he fell in action near these heights on 13 October 1812, in the forty-third year of his age. Revered and lamented by the people whom he governed and deplored by the sovereign to whose services his life had been devoted." ## Legacy ### On British leadership British military leadership, which had been decisive up to Brock's death, suffered a blow with his loss. His direct successor, Major-General Sheaffe, although successful in his approach at Queenston Heights, was never able to live up to Brock's reputation. He was criticised by many, including John Strachan, for his retreat at the Battle of York, and was shortly after recalled to England, where he continued a successful, if not brilliant, military career. Brock's successor at Detroit, however, fared much worse. Colonel Henry Procter faced an attack from a resurrected American Army of the Northwest under future President William Henry Harrison. Harrison set out to retake Detroit, but a detachment of his army was defeated at Frenchtown on 22 January 1813. Procter, displaying poor judgement, left the prisoners in the custody of his First Nations allies, who proceeded to execute an indeterminate number of them. Subsequent American victories allowed Harrison to attempt another invasion of Canada, which led to the Battle of the Thames on 5 October 1813. After a successful American charge, Procter's forces turned and fled, leaving Tecumseh and his American Indian troops to fight alone. They fought on, eventually being defeated. Perhaps of more importance to the British, at this battle Tecumseh died, and their alliance with the American Indians effectively ended. As for Governor General Prevost, who often clashed with Brock, he remained in command of all British forces until after the Battle of Plattsburgh, in 1814. The battle was intended to be a joint naval/infantry attack, but Prevost did not commit his forces until after the naval battle had nearly ended. When he finally did attack, his forces proved unable to cross the Saranac River bridge, which was held by a small group of American regulars under the command of the recently promoted John E. Wool. Despite a heavy advantage in manpower, Prevost finally retreated upon hearing of the failure of the naval attack. For his failure at Plattsburgh, Prevost was recalled to England to face an inquiry, and a naval court martial determined that the blame for the loss at Plattsburgh primarily rested with Prevost. Prevost's health failed him, and he died in early 1816. ### In Britain Although Brock's achievements in Canada were overshadowed by larger-scale fighting in Europe, his death was still widely noted, particularly in Guernsey. In London, he is remembered at a memorial in St Paul's Cathedral. This was paid for by £1575 voted by the House of Commons, which also granted pensions of £200 to each of his four surviving brothers. For his actions in the capture of Detroit, Brock was appointed a Knight Companion of the Order of the Bath (KB) on 10 October 1812. He died at the Battle of Queenston Heights before learning of his knighthood. As a mark of esteem, the Prince Regent made a special grant to allow the heraldic supporters that would have been incorporated into his coat of arms if he had lived, to be incorporated into the arms of Brock's father's descendants, and on monuments raised in Brock's memory. A British naval vessel named in his honour, HMS Sir Isaac Brock, was destroyed at the Battle of York while under construction to prevent it falling into enemy hands. The Regimental Depot of the 49th of Foot (later the Royal Berkshire Regiment), was established at Reading and named Brock Barracks in his memory in 1934. It is now used as a cadets and reserve infantry centre. ### In Canada Canadians regard Brock as one of their greatest military heroes. He was voted number 28 on the television show The Greatest Canadian, although he was not born or naturalized as a Canadian. Although many Canadians have come to view Brock as one of their own, Brock never really felt at home in Canada. On the whole, he viewed the country as a backwater, and earnestly wished to return to Europe to fight against Napoleon. Brock mistrusted the Canadian colonists, many of whom he suspected of being American sympathizers, and he was reluctant to arm them indiscriminately to help defend the colonies. He favoured expansion of volunteer forces which could be trained and supervised, as well as the use of British regulars and Tecumseh's warriors. Since his death, several legends and myths about Brock have arisen. In 1908, the story of Brock's betrothal to Sophia Shaw, the daughter of General Æneas Shaw, was first published. There is no supporting evidence for the claim and most biographers consider it apocryphal. A legend about Brock's horse Alfred was first published in 1859. The horse was supposedly shot and killed during the battle while being ridden by Macdonell, and it is commemorated in a monument erected in 1976 in Queenston near the cairn marking the spot where Brock fell. But little evidence supports this account. The General's horse "fully caparisoned, led by four Grooms," is listed as preceding the coffin at the General's interment at Fort George. In 1816, an unknown company issued a series of private half-penny tokens honouring Brock with the title "The Hero of Upper Canada". Private copper tokens became common in Canada due to initial distrust of "army bills", paper notes issued by Brock when there was a currency shortage caused by economic growth. Brockville and Brock in Ontario, Brock in Saskatchewan, General Isaac Brock Parkway on Highway 405 and Brock University in St. Catharines, Ontario, are all named in tribute to Brock. Schools named in his honour include one in Winnipeg, and public schools in Toronto, Guelph, Hamilton, London, Vancouver, and Windsor, Ontario. An Ontario Historical Plaque was erected by the province to commemorate Major-General Sir Isaac Brock's role in Ontario's heritage. The section of Spadina Avenue south of Queen Street in Toronto was once named Brock Street in his honour. In September 2012, the Royal Canadian Mint issued a .99999 pure gold coin with a face value of 350 dollars to honor the bicentenary of Brock's death. The reverse design was taken from a half-penny token issued in 1816 as a memorial to Brock. In addition, there have been quarters that have been released, one with a coloured maple leaf and the other with a frosted maple leaf. The Bathurst Street Bridge was renamed the Sir Isaac Brock Bridge by the City of Toronto at the suggestion of the Friends of Fort York. ### In Guernsey Brock's childhood home on High Street, St Peter Port, Guernsey still stands, and is marked with a memorial plaque. A memorial, paid for by Canada, is fitted into the side of the Town Church, the parish church of St Peter Port. Brock University in Ontario provides scholarships to Guernsey students who achieve sufficiently high grades. In 1969, the Guernsey Post Office issued postage stamps to commemorate his life and achievements.
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Royal Artillery Memorial
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War memorial in central London
[ "1925 sculptures", "British military memorials and cemeteries", "Bronze sculptures in the City of Westminster", "Buildings and structures completed in 1925", "Buildings and structures in Hyde Park, London", "Grade I listed buildings in the City of Westminster", "Grade I listed monuments and memorials", "Grade I listed statues in the City of Westminster", "Military memorials in London", "Outdoor sculptures in London", "Royal Artillery", "Sculptures by Charles Sargeant Jagger", "Sculptures of men in the United Kingdom", "Stone sculptures in the United Kingdom", "Tourist attractions in the City of Westminster", "World War I memorials in England", "World War II memorials in England" ]
The Royal Artillery Memorial is a First World War memorial located on Hyde Park Corner in London, England. Designed by Charles Sargeant Jagger, with architectural work by Lionel Pearson, and unveiled in 1925, the memorial commemorates the 49,076 soldiers from the Royal Artillery killed in the First World War. The static nature of the conflict, particularly on the Western Front, meant that artillery played a major role in the war, though physical reminders of the fighting were often avoided in the years after the war. The Royal Artillery War Commemoration Fund (RAWCF) was formed in 1918 to preside over the regiment's commemorations, aware of some dissatisfaction with memorials to previous wars. The RAWCF approached several eminent architects but its insistence on a visual representation of artillery meant that none was able to produce a satisfactory design. Thus they approached Jagger, himself an ex-soldier who had been wounded in the war. Jagger produced a design which was accepted in 1922, though he modified it several times before construction. The memorial consists of a Portland stone cruciform base supporting a one-third over-lifesize sculpture of a howitzer (a type of artillery field gun), which Jagger based on a gun in the Imperial War Museum. At the end of each arm of the cross is a sculpture of a soldier—an officer at the front (south side), a shell carrier on the east side, a driver on the west side, and at the rear (north) a dead soldier. The sides of the base are decorated with relief sculptures depicting wartime scenes. The realism of the memorial, with the depiction of the howitzer and the dead soldier, differed significantly from other First World War memorials, notably the influential Cenotaph, which used pure architectural forms and classical symbolism. The design was controversial when unveiled; some critics viewed the dead soldier as too graphic or felt that the howitzer did not lend itself to rendition in stone. Nonetheless, the memorial was popular with others, including ex-servicemen, and later came to be recognised as Jagger's masterpiece and one of Britain's finest war memorials. The memorial was unveiled by Prince Arthur on 18 October 1925. Dedications were later added to the memorial in memory of the 29,924 Royal Artillerymen killed in the Second World War. It underwent restoration in 2011 after years of weathering and water ingress. The memorial is a Grade I listed building and is managed by English Heritage; it now shares its site with multiple other military monuments and war memorials. ## Background The First World War, which took place between 1914 and 1918, saw the extensive use of artillery, particularly on the Western Front. Technical advances, combined with the relatively static nature of trench warfare, made these guns a key element of the conflict: over half the casualties in the war were caused by artillery. Artillery guns and their crews were themselves targets, and 49,076 members of the Royal Artillery died during the conflict. In the years after the war, many former servicemen, including gunners, found the scale of the losses difficult to deal with, or felt that their trust in the political leadership that had led them into the war had been challenged. Visual reminders of the conflict were often avoided: mutilated servicemen, for example, were banned in the 1920s from joining in veterans' marches, and those with facial injuries often hid them in public. Where sculpture of human figures was used in First World War memorials, it tended to depict allegorical figures such as Peace or Victory. Sculptures of soldiers were uncommon. Where they were used, the soldiers appeared healthy and smartly presented in military uniform, not dishevelled or injured. The Royal Artillery War Commemoration Fund (RAWCF) was formed in 1918, made up of a mixture of commissioned officers and other ranks. The RAWCF's intention was to remember the artillerymen who had died during the war, and after some discussions of various options, including purchasing a house for wounded soldiers, or building a number of small shrines across the country, the RAWCF decided to construct a single memorial to the fallen Royal Artillery servicemen. Memorials to lost servicemen from the previous major conflict, the South African War fought between 1899 and 1902, had been widely criticised as being unimaginative and members of the RAWCF were unimpressed by the Royal Artillery's memorial to that war, located on the Mall. As a result of these problems, the prominent artist Sir Edward Poynter put forward recommendations that far more care, time and funding be given to the construction of future war memorials, which were taken on board by the RAWCF. The RAWCF first explored the option of joining some form of national commemoration which was under consideration in the aftermath of the First World War, initially wishing to spend only a small proportion of the fund on a physical monument. Plans were floated for a national memorial in the vicinity of Buckingham Palace or on the Mall. Another option mooted was a memorial cloister attached to Westminster Abbey, with contributions from the Royal Artillery and other regiments, though this was quickly discarded as unlikely to gain approval from the relevant authorities. The national proposals stalled, partly because of concerns that individual regiments would not be able to maintain their individuality—something of great importance to the RAWCF—within a uniform whole. The RAWCF began exploring sites for its own individual monument, either at Hyde Park Corner or on the edge of Buckingham Palace gardens. The RAWCF sought a design that would be "unmistakably recognisable" as an artillery monument, and were insistent that the eventual designer take detailed advice from a junior officer who had served in the war. ## Commissioning The RAWCF first examined a design by Captain Adrian Jones, who produced the Boer War Cavalry Memorial a few years before, but his design was rejected. Next, the committee contacted the architects Sir Edwin Lutyens, Herbert Baker, and Sir Aston Webb (designer of the regiment's Boer War memorial). Lutyens sent in three designs, each costed at less than £15,000 (approximately ), but several committee members felt them to be too similar to the Cenotaph and to give insufficient prominence to artillery. Further problems arose when the Office of Works stated that it would not approve Lutyens' designs on the grounds that all would be too tall for their surroundings. After the RAWCF insisted that a howitzer be prominently incorporated into the designs, Lutyens withdrew. Baker disagreed with the concept of single service monuments, but submitted a proposal costed at over £25,000 (approximately ), which was declined and he withdrew from the project. Webb declined to submit a proposal and also withdrew. The committee then approached the sculptor Charles Sargeant Jagger in early 1921. Jagger trained as a metal engraver before attending the Royal College of Art. He served in the infantry during the First World War and was injured at the battles of Gallipoli and Neuve-Église, being awarded the Military Cross. At the end of the war, Jagger became involved in the design of war memorials, which formed the basis of his artistic reputation. His first major memorial commission was the Hoylake and West Kirby War Memorial. The realism and starkness of the sculptures there marked Jagger out as unconventional among war memorial designers. Nonetheless, it was highly celebrated after it was exhibited at the Royal Academy in 1921, and led to other commissions across England and on foreign battlefields. Other examples include the Great Western Railway War Memorial at Paddington station in London, Portsmouth War Memorial, and the Anglo-Belgian Memorial in Brussels, though the Royal Artillery memorial is arguably his leading work. Most of these works were in the design stage or under construction concurrently. Jagger was approached by the RAWCF both because of his reputation as a designer and because of his service as an infantry officer, although the American artist John Sargent, a patron of Jagger's, may have encouraged the committee to consider the young artist. General Sir John Du Cane, a member of the RAWCF committee, encouraged his fellow members to consider Jagger on the grounds that the memorial would be the work which established Jagger's reputation and thus the sculptor would produce his best work. The RAWCF requested that he submit a model for a realist sculpture, which should include a group of soldiers in bronze on a pedestal. The RAWCF felt that a realist design would have broader appeal and would be inclusive of the tastes of ordinary artillerymen—rather than catering solely for the tastes of the officers—while at the same time creating a historical record of the era for future generations. Jagger engaged the architect Lionel Pearson to design the stone structure of the memorial, and through June and July 1921 the RAWCF and the authorities considered the proposal. Jagger's model was similar to the eventual memorial, but had only two gunners at either end of an oblong memorial; the howitzer on the top was smaller than the eventual version, and pointed sideways, rather than lengthways along the pedestal. In reporting to the committee, Jagger said that he felt strongly that the design should unashamedly focus on the events of the war, noting that it "should in every sense be a war memorial". Jagger explained that the artillery had "terrific power" and was the "last word in force", and that the howitzer he had chosen was the only suitable weapon to symbolise those capabilities. During the design process, the committee presented Jagger with many suggestions. He gladly accepted their advice on technical matters related to artillery procedures and the appearance of the howitzer, but was protective of his artistic independence and would not brook suggestions which he felt would impinge on the quality of the work. There were concerns on the committee that the design would shock members of the public, especially women, but the RAWCF eventually voted 50 to 15 in favour of accepting the design and the proposed cost of £25,000. Jagger was formally awarded the contract for the memorial in March 1922. Jagger at that time was preoccupied with the Anglo-Belgian Memorial in Brussels and did not begin work on the Royal Artillery memorial until October, at which point he made several changes to the proposed design, which he submitted to the RAWCF early the following year. The revised memorial would be a third larger than before, cruciform in plan, and guarded by three bronze soldiers. Jagger rotated the howitzer by 90 degrees, bringing it into line with the main axis of the base, pointing towards the Wellington Arch. After much discussion—including advice from Lutyens and Sir Reginald Blomfield representing the Royal Fine Arts Commission—Jagger agreed that the howitzer would point south to produce a pleasing silhouette from the park. The change also resolved an objection raised by the King about the "gloomy" figure on the front of the memorial staring down Constitution Hill towards Buckingham Palace. A year-long debate occurred within the RAWCF as to what inscription should be placed on the memorial, adding to the delay. Jagger made another change in early 1924, adding an effigy of a dead soldier to the fourth side of the memorial, in keeping with the soldiers on the other three sides. The proposal proved controversial. Although recumbent effigies were not uncommon on tombs and (to a lesser extent) war memorials, a sculpture of a dead soldier at eye level was an unusual and dramatic feature among First World War memorials—architects often preferred abstract, classical designs (such as the Cenotaph) or portrayed death through allegory. Jagger was adamant about the inclusion, even offering to pay for the casting of the additional figure himself. After considerable debate, the RAWCF agreed to the modification. Jagger's work continued to take longer than planned, partially due to shortages of staff, the need to approve each amendment to the plan, and practical problems on the site itself. The names of his models for three of the statues are known—William Fosten for the driver, another ex-gunner called Metcalfe for the ammunition carrier, and Lieutenant Eugene Paul Bennett, VC, who fought in the same regiment as Jagger, for the commander. ## Design and symbolism The Royal Artillery Memorial is located in what Malcolm Miles has termed the "leafy traffic island" of Hyde Park Corner in central London. It is one of several war memorials which dominate the roundabout and its surrounds; it is directly opposite the Wellington Arch while at the north end is another memorial to the Duke of Wellington in the form of an equestrian statue. Other memorials in the vicinity include the Machine Gun Corps Memorial, the Australian and New Zealand war memorials, and the Commonwealth Memorial Gates. The Royal Artillery Memorial is 43 feet long, 21 feet wide and 30 feet high (13 metres by 6 metres by 9 metres); the pedestal and the one-third over-lifesize replica of a BL 9.2-inch howitzer, modelled on a gun in the Imperial War Museum, that sits on top of it are made of Portland stone. The plinth is in the form of a squat Roman cross. Cast by the A. B. Burton foundry, bronze figures are placed at the ends of each arm—an artillery captain holding a greatcoat at the front (facing south, below the barrel of the howitzer); a shell carrier on the east side; a driver wearing a heavy cape to the west; and to the north, a dead soldier on the north, his greatcoat thrown over him and his helmet resting on his chest. Carved stone reliefs show various detailed military scenes from the First World War—two on each side, one larger than the other—and the Royal Arms with the Artillery's cannon badge. The reliefs on the east side portray an action by heavy artillery and the crew of a howitzer; on the west side is an action involving horse artillery and a signaller and telephonist on the smaller relief. The memorial's main inscription on the west and east faces reads "In proud remembrance of the forty-nine thousand and seventy-six of all ranks of the Royal Regiment of Artillery who gave their lives for King and country in the Great War 1914—1919". Beneath the dead soldier is the inscription "Here was a royal fellowship of death", a quote from William Shakespeare's Henry V, which was suggested by Jagger himself. The memorial forms a sharp contrast with both the earlier monuments of the South African War and most monuments contemporary to the First World War. Memorials of the South African War typically included figures of soldiers, sometimes dying in conflict, but always heroically in a "beautiful death". Classical symbolism was often used to distance the event of death from the observer, as typified in William Colton's work for the Worcester Boer War Memorial. Most First World War memorials reacted to the criticism of this approach by adopting cleaner architectural forms, but still retaining the ideal of a "beautiful death", an approach which can be seen at Lutyens' Southampton Cenotaph, the precursor to his more famous Cenotaph on Whitehall. These memorials frequently used abstract designs intended to remove the viewer from the real world, and focus them on an idealised sense of self-sacrifice. Soldiers in these memorials were still frequently depicted as Homeric warriors, and classical ideals and symbols remained popular, as can be seen at the Machine Gun Corps Memorial by Francis Derwent Wood, close to the Royal Artillery Memorial. Where dead soldiers were shown, they were depicted in an image of serenity and peace, often physically distanced from the viewer on a high platform, the entire effect enhanced by the silence that traditionally surrounds ceremonies at the Cenotaph. The Royal Artillery Monument attempted a very different effect. Jagger takes a realist approach to his figures, embracing detailed images of military power with none of the classical symbolism of other monuments, or even Jagger's own pre-war pieces. The art historian Reginald Wilenski likens the memorial to the work of Frank Brangwyn, who focused on depicting the physical labour of soldiers and workers during the war. The memorial shows the three upright bronze figures stood at ease, rather than to attention; the driver leans back against the parapet, his cape hanging over his outstretched arms, suggesting an attitude of exhaustion or contemplation. The faceless, heavily laden statue of the fallen soldier appears less at rest than exhausted, pulled down as if by a great weight. At the same time, the sheer size of the memorial, including the oversized gun and larger-than-life bronze figures, exudes a sense of strength and power; the figures are stocky, confident and imposing. This contributes to the sense of masculinity that pervades the work, from the phallic image of the howitzer, to the solid, muscular figures of the gunners. Despite the realist nature of the bronze statues in the design, commentators have often also noted the dehumanising aspects of the memorial. Its sheer size and the bulk of the howitzer serve to distance the observer, which—according to art historian John Glaves-Smith—depersonalises the soldiers in a similar way to the Cubist war paintings of Wyndham Lewis and Richard Nevinson. The carved stone reliefs have an aggressive, hostile quality to them, a consequence of their focus on surface detail at the expense of the humans in the design. When questioned about his lifelike depictions, Jagger said that the "experience in the trenches persuaded me of the necessity for frankness and truth". According to historian John Glaves-Smith, the memorial uses themes of "endurance and sacrifice, not dynamism and conflict", and thus speaks to its audience about the experience of war in a way that the Cenotaph, for example, does not. ## Critical reception The Royal Artillery Memorial has been the subject of much critical discussion since its inception. Although the RAWCF was pleased with its memorial, some members disapproved of the design and of the dead soldier in particular. Some felt that it was too graphic, or that it would be distressing to relatives and others who should have been consoled by the memorial, while a group of former artillerymen felt that any recumbent figure should be of a man just shot down so as to present a more heroic image. Charles ffoulkes, the inaugural curator of the Imperial War Museum, was more impressed, and described the corpse as "a poignant and tremendous statement of fact which unconsciously makes the onlooker raise his hat". The figure was shocking to a public who were unused to graphic images of the war due to censorship. After the unveiling, a vigorous debate occurred in the British newspapers about the memorial. The Times was critical, comparing it unfavourably to the Cenotaph, while The Daily Mail highlighted the cost of the monument, and argued that the money could have been better spent on directly caring for injured veterans. Both the dead soldier and the howitzer drew particular comment; art critic Selwyn Image complained about having any sort of artillery gun on the monument, while Lord Curzon was quoted as describing the howitzer as "a toad squatting, which is about to spit fire out of its mouth...nothing more hideous could ever be conceived". Modernists such as Roger Fry criticised the conventional, secure structure that underpins the memorial. Editorials in The Times and The Builder both likened the howitzer to a children's toy, complaining that the gun did not lend itself to recreation in art. The Builder was sharply critical of the close relationship between the sculptor and the client, which it viewed as the root cause, believing that Jagger had given the artillerymen far too much influence over artistic matters. Other opinions were more positive. The Manchester Guardian noted that the frankness of the portrayal was a "terrible revelation long overdue", and hoped that veterans would be able to show the monument to their wives and children as a way of explaining the events of the war. Ex-servicemen were quoted by the newspaper as reminiscing about the war as they examined the statue, and remarking on how the bronze figures had captured the reality of their time in the artillery. The Illustrated London News reported how, two days after the official ceremony, a crowd had gathered in the rain just before dawn to conduct a small ceremony at the memorial; the newspaper felt that this said more about the quality of the memorial than the more negative writings of art critics. These voices eventually held sway, and the memorial came to be popularly termed "the special Cenotaph of the Gunners", Lord Edward Gleichen praising it in 1928 as "a strikingly imaginative and most worthy representation". By the 1930s, it was one of the best-known monuments in Europe. The memorial's reputation diminished in the post-war period. The art critic Geoffrey Grigson echoed Lord Curzon's comments, complaining in 1980 that it was a "squat toad of foolish stone". A renewed focus on Jagger's works, including the Royal Artillery memorial, in the 1980s led to a fresh reappraisal of the piece; the most recent critical work on the memorial has described it as a "work of the highest quality and distinction". Alan Borg, an art historian and Director of the Imperial War Museum, described the work in 1991 as "undoubtedly" Jagger's masterpiece, noting the quality of the sculptural work which makes it "one of the outstanding examples of 20th-century British art" and "perhaps the only war memorial" to be recognised as intrinsically important in its own right. The memorial enjoyed a still higher profile in the 21st century. The architectural historian Gavin Stamp compared its quality to the memorials of the Commonwealth War Graves Commission, and in 2004, the art critic Brian Sewell pronounced the Royal Artillery Memorial "the greatest sculpture of the twentieth century". Historic England, in the memorial's entry on the National Heritage List for England, remarks that the memorial "is now internationally recognised as one of the finest memorials to have been erected anywhere after the First World War. Its combination of sculptural force, boldness of conception, vivid narrative and humanity makes the memorial pre-eminent", and notes that "the inclusion of an over-life size corpse was boldly direct and is without parallel on any major British memorial". The Pevsner Architectural Guide for the area praises the detail in Jagger's sculptures, especially the corpse, and notes that the memorial is "now recognised as a masterpiece of British 20th century sculpture". ## Later history The unveiling was originally scheduled for 28 June 1925 but early in 1925 Jagger's most capable assistant resigned, leaving Jagger to complete the work alone. He advised the RAWCF that it could not be completed in time without sacrificing quality. The memorial was eventually unveiled four months late on 18 October 1925 by Prince Arthur and the Reverend Alfred Jarvis, Chaplain-General to the Forces. Despite the delay, the RAWCF and Jagger parted on very good terms, the committee exceptionally pleased with the final memorial. Such was the toll on Jagger that after its unveiling he suspended work on all his other projects for six months to recuperate. Although at first the memorial met conflicting opinions, it further bolstered Jagger's professional reputation. He was awarded the Royal British Society of Sculptors' gold medal in 1926 and was admitted as an associate of the society later that year. A set of bronze tablets was added to the south of the memorial in 1949, lying on a flat plinth which replaced a set of steps. Designed by Darcy Braddel, the addition commemorates 29,924 Royal Artillerymen who were killed in the Second World War. They were unveiled by Princess Elizabeth (later Queen Elizabeth II). Over the years, pollution and water penetration caused damage to the bronzes and stonework. English Heritage conducted a major restoration of the memorial during 2011, completed in time for Armistice Day. In 1970 the memorial was designated a Grade II\* listed building, and in July 2014 it was one of five memorials in London to be upgraded to Grade I status to mark the centenary of the First World War. Listed building status provides legal protection from demolition or modification. Grade II\* is applied to "particularly important buildings of more than special interest" and applied to about 5.5 per cent of listed buildings; Grade I is reserved for structures of "the greatest historic interest", and applies to around 2.5 per cent of listed buildings. The list entry notes its group value with the multiple other monuments on the Hyde Park Corner island (many of which are also listed), including the Wellington Arch and the multiple other war memorials. ## See also - Grade I listed buildings in the City of Westminster - Grade I listed war memorials in England - List of public art in Hyde Park, London § Hyde Park Corner, other monuments in the vicinity
63,937,963
Florence Petty
1,170,973,705
British cookery writer and broadcaster
[ "1870 births", "1948 deaths", "20th-century British non-fiction writers", "20th-century British women writers", "British health activists", "British health and wellness writers", "British nutritionists", "Environmental health practitioners", "Food activists", "People from Hampstead", "People from Montrose, Angus", "Scottish food writers", "Scottish women radio presenters", "Women cookbook writers", "Women food writers" ]
Florence Petty (1 December 1870 – 18 November 1948) was a Scottish cookery writer and broadcaster. During the 1910s, in the socially deprived area of Somers Town, north London, Petty undertook social work for the St Pancras School for Mothers, commonly known as The Mothers' and Babies' Welcome. She ran cookery demonstrations for working-class women to get them in the habit of cooking inexpensive and nutritious foods. Much of the instruction was done in the women's homes, to demonstrate how to use their own limited equipment and utensils. Because she taught the women firstly how to make suet puddings—plain, sweet and meat—her students nicknamed her "The Pudding Lady". In addition to her cookery lessons, she became a qualified sanitary inspector. Petty wrote on cookery, publishing works aimed at those also involved in social work, including a cookery book—The Pudding Lady's Recipe Book, with Practical Hints (1917)—and pamphlet aimed at the public. Both the pamphlet and book contain practical information on how to make and use a haybox as a method of cooking, where heated food is placed in an insulated box to continue to cook, away from a heat source. Petty worked as a lecturer and cookery demonstrator for the National Food Reform Association, travelling round Britain to show cost-efficient and nutritious ways to cook despite the rising food prices and food shortages brought on by the First World War. She was a broadcaster on food and budgeting in the late 1920s and early 1930s, on the 2LO radio station for the BBC, as part of the "Household Talk" series of programmes aimed at housewives. From 1914 until the mid-1940s she toured Britain giving lecture-demonstrations on economical ingredients and cost-effective cooking methods. Petty continued to work until her death in 1948 at the age of 77. Although no newspapers carried an obituary of her, historians consider her to be a pioneer of social work innovations, introducing a new approach to teaching domestic management. Her approach to teaching the use of nutritious but cheap food was a precursor to the method adopted by the Ministry of Food during the Second World War. ## Life Florence Petty was born in Montrose, Forfar, on 1 December 1870. She was the fourth of seven children born to David James Petty, a clerk at a timber merchant's, and Jane Norris (née Levie). She lived in Montrose until her early 30s when she moved to Swanley, Kent, where she became involved in horticulture. She then moved in with her sister, a former nurse, who was living in Tottenham, north London. Petty began working at the St Pancras School for Mothers (commonly known as The Mothers' and Babies' Welcome) which was active in the deprived area of Somers Town, north London. The philanthropist Charles Booth, in his 1889 poverty map, Life and Labour of the People in London, classed much of Somers Town—located between Euston and St Pancras stations—as the two worst categories: "Very poor, casual. Chronic want" and "Lowest class. Vicious, semi-criminal". Locals nicknamed the area "little hell". In the early twentieth century Somers Town had high levels of poverty; by the 1920s the area was "one of central London's most squalid slums", according to the architectural historian Roland Jeffery. In 1924 Basil Jellicoe, the vicar of the local St Mary's Church, wrote of the area's overcrowding and poverty; in 1930 one journalist described the housing as "vermin-ridden dens ... the worst hovels in London ... where mothers are afraid to put their children to bed for fear of rats and other vermin of all descriptions". The Mothers' and Babies' Welcome was run by the St Pancras Mothers' and Infants' Society, an organisation formed to combat high rates of infant mortality by educating mothers on nutrition and household management. Among other activities, The Mothers' and Babies' Welcome provided cookery lessons for mothers, but realised that this was of limited success as many of the women lacked the basic equipment or utensils at home. Petty was employed to provide the cookery lessons in the women's own homes, demonstrating how they could use their existing equipment and utensils. Her approach was to give six lessons to show how people could cook cheap yet nutritious meals; she discussed the family's domestic and financial situation and wrote a series of case notes for those she visited. Petty described herself as a "Lecturer and Demonstrator in Health Foods"; her students nicknamed her "The Pudding Lady" because, in an attempt to get the women in the habit of cooking regularly using familiar and inexpensive ingredients, for the first three months of her demonstrations they made suet puddings—plain, sweet and meat—until the women began to show pride in their ability to cook. Blake Perkins, Petty's biographer in the Oxford Dictionary of National Biography, considers that her notes on the families she was instructing are "matter-of-fact but also sympathetic rather than clinical". In 1910 The Mothers' and Babies' Welcome published an account of Petty's work in The Pudding Lady: A New Departure in Social Work, examining the impact she had. The book was short—at 103 pages—and was aimed at "all who desire to raise the standard of life among our poorer fellow-citizens", according to the reviewer in the Charity Organisation Review. In the second edition, published in 1916, Charles Hecht, the secretary of the National Food Reform Association (NFRA)—the organisation that promoted higher standards in food production and whose aim was "to enlighten public opinion on matters of diet"—wrote that: > The heroine of the book, Florence Petty, has ... become a public possession, bringing to bear on the solution of national problems those rare gifts of heart and head and that unique experience which achieved such wonders ... in the homes of Somers Town. Shortly after 1910 Petty was employed in a dental and medical centre in Newport, Essex, that had been established by the social reformer and philanthropist Lady Meyer; she remained there until October 1914 when she was employed by the NFRA as a travelling lecturer, and the following year undertook a lecture tour around Britain to demonstrate economical ingredients and cost-effective cooking methods to working-class audiences. Local media reported her activities in, among other places, Liverpool, Oxford, Nantwich, Aberdeen, Birmingham, Cardiff and Leeds. In March 1915 she spoke at the Royal Society of Medicine on behalf of the National Association for the Prevention of Infant Mortality and for the Welfare of Infancy, and in February and March 1916 she gave a series of what The Times described as "demonstration-lectures" on wartime cookery—aimed at social workers—at the Westminster Health Society.[^1] The First World War led to shortages in food supply from overseas and caused inflation on food prices in the UK. Although the UK was nearly self-sufficient in goods such as milk and potatoes, as the war progressed, consumers faced shortages or rising prices in butter, pork and beef. The cost of beef ribs rose by 175 per cent between July 1914 and November 1918; eggs rose by 412 per cent over the same time period. The Board of Trade estimated the cost of living for the working class increased by 45 per cent between 1914 and 1916; the cost of food rose by 61 per cent over the same time. Petty wrote at least one pamphlet for the NFRA, on "Fireless Cookery"; a review in The Lancet describes a haybox as the method of cooking outlined in the pamphlet. The food is heated for a short time before being placed in the box, where the cooking continues; because the cooking is finished by the latent heat, the method saves fuel. Published in January 1917, 30,000 copies of the leaflet were sold. In 1917 she wrote a cookery book, The Pudding Lady's Recipe Book, with Practical Hints. The work contained 300 recipes using a variety of basic foods. With an acknowledgement that some foodstuffs were rationed in First World War Britain, Petty described her approach thus: > Every good cook or housekeeper is, in these days, a good patriot. By the wise choice of food and care in its preparation she may do her part in utilising to the uttermost the national resources. To this end, a number of general hints are included in the book and the recipes are, for the most part, very economical. The food chemist Katherine Bitting described Petty's book as "a useful gift in war time". Providing practical advice for those who did not have the equipment at home to prepare even basic foods, Petty included instructions for making an oven from a biscuit tin and details of how to make a haybox (which could also be used for doing the laundry, cleaning tins and saucepans, and keeping butter cool in hot weather). In its first year of publication, the book sold 20,000 copies. It was reprinted four times in 1917 and once in 1918. By the time The Pudding Lady's Recipe Book was published in 1917, Petty had become a qualified sanitary inspector. After the war Petty continued lecturing on and writing about cookery. In 1921 she wrote chapters on nutrition and the care of children's teeth for Hecht's The Gateway to Health, and in 1923 she wrote the paper "The Cook as Empire Builder" for the Journal of the Royal Sanitary Institute. In 1922 she presented at least one hundred lectures to the public. In 1928 Petty began presenting talks on the radio on the BBC's 2LO station, including speaking on the Household Talk series of programmes. The programme was a popular weekly broadcast aimed at housewives, with presenters that included Mrs Cottington Taylor, the Director of the Good Housekeeping Institute. She presented talks titled "Making the Most of a Minimum Wage" and "Dinners for a Week on a Minimum Wage", as well as others on the subjects of cooking vegetables, puddings and children's diets. According to the cultural historian Maggie Andrews, her broadcasts showed a "homely, economical and pragmatic approach to cooking and budgeting". Perkins notes that she was a popular broadcaster through her work on the Household Talk programmes. Petty continued to work into the mid-1940s, when she was in her seventies. She died of acute bronchitis on 18 November 1948 at home in Hampstead. No newspapers provided an obituary of her. The historian Julie-Marie Strange described Petty's activities as being "at the forefront of Edwardian innovations in social work". According to the historian Ellen Ross, Petty "pioneered the newly professionalising language of domestic management which was connecting rich and poor women all over Europe in the early twentieth century". Perkins considers that the recipes and methods taught by Petty "prefigure Second World War efforts by the Ministry of Food to convince the populace that substitution of cheaper for familiar ingredients was worthy and even enjoyable". ## Works - The Pudding Lady: A New Departure in Social Work (1910; co-written with M. E. Bibby and E. G. Colles) - "Fireless Cookery" (1916; pamphlet) - The Pudding Lady's Recipe Book, with Practical Hints (1917) - Chapters "Cookery and Vitamines" and "Care of Children's Teeth" included in The Gateway to Health by Charles Hecht (1921) - Chapter "Cookery for Infants and Children under School Age" included in Mothercraft: A Selection from Courses of Lectures on Infant Care by the National Association for the Prevention of Infant Mortality (1931) [^1]: ["Untitled". The Times](#CITEREF&quot;Untitled&quot;._The_Times "wikilink"). sfn error: no target: CITEREF"Untitled".\_The_Times (help)
969,562
Superliner (railcar)
1,170,535,372
Class of American double-deck long distance passenger cars
[ "1979 establishments in the United States", "Amtrak rolling stock", "Bombardier Transportation rail vehicles", "Double-decker rail vehicles", "Pullman Company", "Rail passenger cars of the United States", "Train-related introductions in 1979" ]
The Superliner is a type of bilevel intercity railroad passenger car used by Amtrak, the national rail passenger carrier in the United States. Amtrak ordered the cars to replace older single-level cars on its long-distance trains in the Western United States. The design was based on the Budd Hi-Level vehicles, employed by the Santa Fe Railway on its El Capitan trains. Pullman-Standard built 284 cars, known as Superliner I, from 1975 to 1981; Bombardier Transportation built 195, known as Superliner II, from 1991 to 1996. The Superliner I cars were the last passenger cars built by Pullman. Car types include coaches, dining cars, lounges, and sleeping cars. Most passenger spaces are on the upper level, which features a row of windows on both sides. The Sightseer Lounge observation cars have distinctive floor-to-ceiling windows on the upper level. Boarding is on the lower level; passengers climb up a center stairwell to reach the upper level. The first Superliner I cars entered service in February 1979, with deliveries continuing through 1981. Amtrak assigned the cars to both long-distance and short-distance trains in the Western United States. The first permanent assignment, in October 1979, was to the Chicago–Seattle Empire Builder. Superliner II deliveries began in 1993; the additional cars enabled the retirement of the aging Hi-Level cars and the assignment of Superliners to trains in the Eastern United States. Tunnel clearances prevent their use on the Northeast Corridor. ## History ### Background On May 1, 1971, Amtrak assumed control of almost all private-sector intercity passenger rail service in the United States, with a mandate to reverse decades of decline. It retained about 184 of the 440 trains which had run the day before. To operate these trains, Amtrak inherited a fleet of 300 locomotives and 1,190 passenger cars, most of which dated from the 1940s and 1950s. No new sleeping cars had been built for service in the United States since 1955. Conventional single-level cars made up most of Amtrak's inherited fleet, but it also included 73 Hi-Level cars from the Santa Fe. The Budd Company built these between 1954 and 1964; the bilevel design, with its superior views and smooth riding characteristics, was well-suited to the long distances in the west. Michael R. Weinman, who worked at the design firm Louis T. Klauder & Associates, recalled that when Amtrak issued a request for proposal (RFP) in 1973 for a "totally new" passenger car, it "was assumed" that the design would be bilevel. Thirteen companies responded to the RFP; Amtrak selected the Klauder proposal. The design was finished by mid-1974 and Amtrak invited four companies to bid on its construction: Boeing, Budd, Pullman-Standard, and Rohr. Pullman-Standard won the contract. ### Superliner I Amtrak ordered 235 Superliner I cars from Pullman-Standard on April 2, 1975, with deliveries scheduled for between January 1977 and June 1978. The order then consisted of 120 coaches, 55 sleepers, 34 diners, and 26 lounges. Amtrak soon increased the order to 284 cars: it added 30 coaches, 15 sleepers, 5 diners, and deleted 1 lounge. The initial order cost \$143.6 million; with the additional cars and other payments the cost rose to \$250 million. The railroad asked its employees to name the new cars, and announced the winning entry in its internal newsletter of June 1, 1977: "Vistaliner", harkening back to the Vista-Domes of the Chicago, Burlington and Quincy Railroad. But the newsletter went on to note that the name was already under copyright by another company, and so the cars would be dubbed "Superliners", a name created by Needham, Harper & Steers, then Amtrak's advertising agency. As the cars arrived in 1978 and 1979, Amtrak put them into use on short-haul routes radiating from Chicago. The first coaches entered regular service on February 26, 1979, running from Chicago to Milwaukee. The coaches, led by an EMD F40PH locomotive, displaced the regular Turboliner equipment. The equipment continued to operate on the run for several weeks. The Illini and Shawnee trains received Superliner coaches soon after; the first Superliner dining car ran on the Shawnee as a lounge. ### Equipping the fleet A public unveiling took place at Union Station in Chicago on October 11, 1979, followed by a short trip over the Burlington Northern Railroad to Lisle. The following day, the Shawnee had the dubious distinction of the first Superliner accident, a collision with an Illinois Central Gulf Railroad freight train at Harvey, IL, which claimed the lives of 2 crew members of the freight train. Amtrak's first choice for Superliner assignments had been the financially troubled Floridian, a Chicago–Florida long-distance train, but the two years' delay in delivery scuppered these plans. Amtrak turned next to the Empire Builder. This long-distance train ran between Chicago and Seattle through the plains of Montana and North Dakota. Winters in that part of the United States are harsh, featuring both blizzards and cold temperatures. Traditional steam-heated equipment often broke down, causing Amtrak to cancel service. The Superliners, with their electrical head-end power, were far better suited for the conditions. The Empire Builder became the first long-distance train to use Superliners, and the first train permanently assigned them, on October 28, 1979. Amtrak's new national timetable depicted a Superliner coach on the front cover, and the listing for the Empire Builder carried a heading which read "Amtrak's Superliner is Somethin' Special." At the same time, Superliners entered service on the short-haul Pacific International and Mount Rainier in the Pacific Northwest. With the Empire Builder in operation, Amtrak began re-equipping the remaining long-distance trains in the west. The second permanent Superliner train was the Desert Wind, then a day train between Los Angeles and Ogden, Utah, which gained coaches on June 30, 1980. The San Francisco Zephyr, a long-distance train on the traditional Overland Route between Chicago and San Francisco, followed on July 7, 1980; it received the first of the Sightseer lounges on January 6, 1981. Amtrak assigned Superliners to another long-distance train, the Los Angeles–Chicago Southwest Limited, in October 1980. The Southwest Limited, formerly the Super Chief, traveled the same route as the El Capitan, whose Hi-Level cars had inspired the design. The management of the Santa Fe, impressed by the design, permitted Amtrak to restore the name Chief to the train, and Amtrak renamed it the Southwest Chief on October 28, 1984. The Chief was the first train to receive Superliner II sleeping cars in September 1993. The Coast Starlight began operating with Superliners in January 1981. The Sunset Limited, a long-distance train running along the southern border of the United States between Los Angeles and New Orleans, gained them in February, resulting in a commendation from the Texas State Legislature. The Pioneer gained Superliner coaches on April 26. The Eagle, an overnight train between San Antonio and Chicago, began carrying Superliners in October on those days it connected with the Sunset Limited in San Antonio. Superliner assignments became permanent in the 1990s. Amtrak estimated that reequipping a train with Superliners boosted ridership on it by 25%. The last car of the order, a sleeper delivered in July 1981, was also the last car ever built by Pullman, and was named in honor of the company's founder, George Mortimer Pullman. In the mid-1980s Canada's Via Rail contemplated replacing its aging Budd-built steam-heated cars with Superliners. The order would have consisted of 130 cars, valued at , to be built by a consortium of Bombardier Transportation and the Urban Transportation Development Corporation. Via tested several Amtrak Superliners in revenue service between Edmonton and Winnipeg in 1984–85. Ultimately Via chose to rebuild its Budd cars to use head end power (HEP) instead of ordering new equipment. ### Superliner II Amtrak ordered 140 Superliner II cars from Bombardier Transportation in 1991; Bombardier had acquired the Superliner patents after Pullman-Standard's closure. The order consisted of 55 sleeping cars, 38 coaches, 20 dining cars, 15 lounges, and 12 transition-dormitory cars. The initial order cost \$340 million, and included an option for 39 additional cars. In late 1993 Amtrak exercised the option for 55 cars at a cost of \$110 million, bringing the total order of Superliner II cars to 195. The option included ten dining cars, ten lounges, and 35 transdorms. Bombardier built the order in Barre, Vermont. The new order allowed the displacement of the remaining Hi-Level cars as well as the employment of Superliners on trains running with single-level cars. Amtrak converted three eastern long-distance trains to Superliners: the Chicago–New Orleans City of New Orleans (March 1994); the Chicago–Washington, D.C. Capitol Limited (October); and the Virginia–Florida Auto Train (March 1, 1995). A project to enlarge the First Street Tunnel in Washington, D.C., enabled the Chicago–Washington Cardinal to begin using Superliners in September 1995; these were withdrawn in 2002 because of equipment shortages. Superliners were used on the Chicago–Toronto International from November 1995 until early 2000. In 2017, Amtrak identified a need to replace the Superliners, noting that each car traveled the equivalent of "seven trips around the world" every year. ### Future cars In 2022, Amtrak announced that they would be replacing all of their current Superliner, Amfleet, and Viewliner I passenger cars by 2032. Amtrak issued a request for information from ten manufacturers in December 2022, with a request for proposals planned for 2023. ## Design The Superliners generally resembled the Hi-Level design, though at 16 feet 2 inches (4.9 m), they were 8 inches (20 cm) taller. The Superliners also used Amtrak's new 480-volt head-end power for heating and electricity. This was more reliable than the steam heat used by the Hi-Levels, whose own heaters and diesel generators would eventually be replaced by HEP equipment. Initially, the cars could not be worked east of Chicago because of limited overhead clearances, but by the 1980s many eastern railroads had raised clearances on their tracks to permit tri-level auto carriers and double-stack container trains, which also permitted the operation of the Superliners. To this day, inadequate tunnel clearances in and around New York City prevent the use of Superliners on Amtrak's busiest line, the Northeast Corridor. The Superliner I cars ride on Waggon Union MD-76 trucks, which require more frequent overhauls than comparable domestic designs and are "notorious for their rough riding characteristics". The Superliner IIs ride on GSI-G70 outboard bearing trucks, also found on the Horizon single-level cars. Both models have a maximum speed of 100 mph (161 km/h). The Superliner I cars originally stored waste in tanks, then macerated and dumped it along the tracks once the train had attained a preset speed. This was an improvement on the Hi-Levels, which dumped directly to the tracks. Growing public concern about such dumping led Amtrak to order its Superliner IIs with a full-retention system. The Superliner I cars were retrofitted with a full-retention system in the early 1990s. The New York Times described the Superliner I interior color scheme as "soft hues of beige, rust, brown and green". For the Superliner IIs, Amtrak introduced a new scheme incorporating gray, aquamarine, and salmon. ### Coaches Pullman-Standard built 102 Superliner I coaches and 48 coach-baggage combine cars. Bombardier built 38 Superliner II coaches. As built, Superliner coaches could carry 62 passengers in the upper level and 15 passengers on the lower level. The lower level's capacity would later be reduced to 12. The coach-baggage cars had a baggage compartment in lieu of the lower-level seating area, and squeezed 78 seats into the upper level. The total capacity of 75 to 78 represented a small increase over the 68 to 72 seats on the Hi-Level coaches, which lacked seating on the lower level. The Superliner I coach weighs 157,000 pounds (71,214 kg); the Superliner II coach weighs 151,235 pounds (68,599 kg). Seating on the upper and lower levels is 2×2 with reclining seats. The seats are 23 inches (58 cm) wide with a pitch of 50–52 inches (127–132 cm). Included are adjustable footrests and retractable legrests, but no center armrest. There are overhead luggage racks on the upper level and a luggage storage area on the lower level across from the stairs. There are four unisex toilets per coach, all on the lower level. A shower was included in the original design, to be locked when the coaches were used in short-haul service, but deleted from the final design. After a grade crossing accident in 1999, the Transportation Safety Board of Canada faulted the layout on the lower level; the exterior door, when opened and locked in position, prevented egress from the wheelchair-accessible bathroom. Two-piece windows are located at each seat row. Each window is 24 by 66 inches (61 by 168 cm). Integral blinds were rejected in favor of curtains on maintenance grounds, while an upper level of "skylight" windows, similar to those on the Sun Lounge cars, was rejected as too expensive. Full-height windows were incorporated into the lounge cars. Eleven Superliner I coaches were rebuilt as "snack coaches". These retained the 62 seats on the upper level but removed the lower-level seating in favor of a snack bar and lounge seats. Amtrak rebuilt 34 of the coach-baggage cars as "smoking coaches" in 1996 and 1997. The baggage room was converted to a self-contained specially ventilated smoking lounge. After Amtrak banned smoking on long-distance trains in 2004, the cars were reconverted. Five Superliner II coaches were rebuilt in 1996 and 1997 as "family coaches" or "Kiddie Cars". These cars featured a children's play area on the lower level instead of seating and were assigned to the Coast Starlight, a long-distance train between Los Angeles and Seattle along the West Coast of the United States. Amtrak rebuilt these five cars again in 2008 and 2009 as "arcade cars" with video game machines in the lower level. The cars were converted once more in 2015 to provide business class service on the Coast Starlight. The service began in June 2015. The California Department of Transportation (Caltrans) paid to rebuild six Superliner I coaches and one baggage-coach, which had been wrecked in various accidents, for use in Amtrak California service. The seating capacity was increased to 76 on the upper level and 20 on the lower level. ### Sleeping cars Pullman-Standard built 70 Superliner I sleeping cars; Bombardier built 49 "standard" Superliner II sleepers and six "deluxe" sleepers. The standard Superliner sleeping car contains 14 roomettes, five bedrooms, a family bedroom, and an accessible bedroom. The deluxe sleeping car contains ten bedrooms, four roomettes, a family bedroom, and an accessible bedroom. As built, the standard sleeping car could hold a maximum of 44 passengers. The Superliner I sleeping car weighs 167,000 pounds (75,750 kg); the Superliner II sleeping car weighs 160,275 pounds (72,700 kg). The Superliner II deluxe sleeper is slightly heavier at 161,375 pounds (73,198 kg). Roomettes measure 3 feet 6 inches (107 cm) × 6 feet 6 inches (198 cm). In daytime configuration each features two facing seats; these are combined to form a bed. A second bed is folded down from the ceiling. Bedrooms measure 6 feet 6 inches (198 cm) × 7 feet 6 inches (229 cm). Like the roomette, there are two berths; during the day the lower berth acts as a sofa. The room also contains a chair which faces the beds. Unlike the roomette, a bedroom includes a private combination toilet/shower, and a private sink. The family bedroom is located at one end of the car's lower level and measures 5 feet 2 inches (157 cm) × 9 feet 5 inches (287 cm). It can hold up to two adults and two children in four berths. During the day the berths form a sofa and two seats. At the opposite end of the car from the family bedroom is the accessible bedroom, which measures 6 feet 9 inches (206 cm) × 9 feet 5 inches (287 cm). It sleeps two people in two berths and includes a wheelchair-accessible toilet, but no shower. The standard sleeping car has five bedrooms and ten roomettes on the upper level. The bedrooms are set against one side of the car with a hallway along the edge, while the roomettes are located to each side with the hallway running down the centerline. At the center of the car are the stairs to the lower level and a bathroom. A hallway runs through the centerline of the lower level with the accessible bedroom at one end and the family bedroom at the other. To one side of the stairs are three bathrooms and one shower, and to the other are four more roomettes. Luggage racks are located opposite the stairs. The layout of the deluxe sleeping car is similar. There are ten bedrooms on the upper level with a continuous hallway along one edge. The lower level contains opposed family and accessible bedrooms, four toilets, four roomettes, and a luggage rack. Two bedrooms may be combined to form a "bedroom suite". As delivered, the Superliner I sleeping cars had five bathrooms, all on the lower level, and no public shower. Roomettes were termed "economy bedrooms" and bedrooms "deluxe bedrooms". During the 1980s Amtrak retrofitted the cars to add a bathroom on the upper level and a public shower on the lower level, at the expense of one bathroom. The Superliner II cars incorporated these improvements into their design. ### Lounges Pullman-Standard and Bombardier each built 25 dedicated lounge cars, dubbed "Sightseer" lounges. Windows wrap upward into the ceiling, providing lateral views of scenery along the train's route. This design element was drawn from the Hi-Level lounges and the Seaboard Air Line's Sun Lounges. The Superliner I lounge weighs 160,000 pounds (72,575 kg); the Superliner II lounge weighs 151,235 pounds (68,599 kg). The upper level contains a mix of seating options. At one end are eight tables, four to each side, each seating four passengers. In the center is a lounge area with a wet bar and several groups of seats. The stairs to the lower level are located here as well. At the other end are swivel chairs. The lower level contains a bathroom, additional tables, and a café. As built, the lounges had seating for 73. The cars were built with an electric piano in the lower level, which has since been removed. In addition to the Sightseer lounges, Amtrak converted five Superliner I dining cars to lounge cars in 1998 for use on the Auto Train, an automobile-carrying overnight train between Virginia and Florida. These cars may be distinguished from the Sightseer lounges by their conventional windows. ### Dining cars Pullman-Standard built 30 dining cars; Bombardier built another 39. The dining cars can seat a maximum of 72 people on the upper level in tables of four. The galley occupies the entire lower level. At the center of the car are stairs down to the kitchen. A dumbwaiter is used to bring food and drink to the dining level, as well as to return dishes, glasses, and cutlery for washing. A late 2010s overhaul added a refrigerator on the upper level for easy access and replaced incandescent lights with LED lighting. As built, the Superliner I dining car weighs 174,000 pounds (78,925 kg); the Superliner II dining car weighs 158,070 pounds (71,699 kg). Amtrak rebuilt 17 Superliner I dining cars as diner-lounges in the late 2000s. Dubbed the "Cross-Country Cafe", they were intended to reduce food service losses by replacing both a traditional dining car and the Sightseer lounge on long-distance trains. One end of the car was converted into a café area, with tables and a small serving area near the stairs to the kitchen. The other side remained dedicated to traditional diner seating, but the standard two-by-two tables were replaced by booths. ### Transition sleepers As part of the Superliner II order, Bombardier built 47 "transition sleeper" or dormitory cars. The car had two purposes: to provide sleeping accommodations for train personnel; and to provide access to single level equipment from bilevel Superliner and Hi-Level cars. Hi-Level "step-down" coaches previously performed the latter role. Most transition dormitory ("transdorm") cars have 16 roomettes on the upper level for crew accommodations, with an accessible bedroom and small crew lounge on the lower level. Bathrooms and showers are located on both levels. At one end of the car is a top level end-door; at the other end is a staircase and end door on the lower level. On some trains, Amtrak makes the roomettes closest to the upper level end door available for sale to passengers. The transition sleepers weigh 156,085 pounds (70,799 kg). ### Summary Between them Pullman-Standard and Bombardier manufactured 479 cars (284 for Pullman, and 195 for Bombardier): ## Derivatives The Superliners established a standard basic design for bilevel railcars, including the upper-floor height of 104.5 inches (2.65 m) above the top of rail. Built primarily for long-distance services, the Superliners were not ideal for use on corridor routes. They were not equipped for the volumes of passenger loading and unloading found on corridor routes, nor did they have amenities designed for these shorter trips. The 1990 passage of California propositions 108, 111 and 116 authorized the sale of nearly \$3 billion in bonds for the creation of rail services across the state. Proposition 116 required the California Department of Transportation (Caltrans) to create specifications for standardized railcars and locomotives that would be suitable for rail operations across the state. The resulting California Car design, of which 66 were built by Morrison Knudsen from 1994 to 1997, offered a number of improvements on the Superliner design. The single vestibule and bent staircase of the Superliner design were replaced with two vestibules and two straight staircases to facilitate faster loading and unloading. The trainline-controlled power doors do not require a crew member at every door, thus reducing crew size requirements. The California Cars comply with the Americans with Disabilities Act of 1990, with wheelchair lifts and accessible seating on the lower levels. Fourteen of the cars were built as cab cars, allowing push-pull operations rather than turning the whole train or moving the locomotive at terminals. The success of the California Cars resulted in the procurement of the Surfliner cars by Amtrak and Caltrans in 1998. Alstom built 62 Surfliners from 2000 to 2002. The Surfliner is a modification of the California Car, with design changes including an improved accessible bathroom design and passenger amenities such as electric outlets. Surfliners and California Cars are mechanically and electrically compatible with each other and the Superliners, and they often are combined in trainsets on Amtrak California services. Caltrans and Amtrak began drafting the specification for a third generation of the design in 2006. This specification, dubbed "Corridor Car for the 21st Century" or C21, became the basis for the design work undertaken by the Next Generation Corridor Equipment Pool Committee (NGCE) under the provisions of the Passenger Rail Investment and Improvement Act of 2008 beginning in 2009. Caltrans and the Illinois Department of Transportation ordered 130 of these Next Generation Bi-Level Passenger Rail Cars from Sumitomo (with Nippon Sharyo as the builder) in 2012. In August 2015, a new car shell failed a buff strength compression test. Increasing the buff strength would require a complete redesign of the car, and would delay delivery beyond the expiration of a \$220 million American Recovery and Reinvestment Act of 2009 (ARRA) grant that funded the order. In November 2017, Sumitomo cancelled their order of bilevel cars with Nippon Sharyo, and instead contracted with Siemens Mobility to build 137 single-level Siemens Venture cars based on the European Siemens Viaggio Comfort cars instead of the bilevel cars.