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Reg Saunders
1,169,081,439
Australian Army officer (1920–1990)
[ "1920 births", "1990 deaths", "Australian Army officers", "Australian Army personnel of World War II", "Australian Members of the Order of the British Empire", "Australian military personnel of the Korean War", "Indigenous Australian military personnel", "Military personnel from Victoria (state)" ]
Reginald Walter Saunders, MBE (7 August 1920 – 2 March 1990) was the first Aboriginal Australian to be commissioned as an officer in the Australian Army. He came from a military family, his forebears having served in the Boer War and the First World War. Enlisting as a soldier in 1940, he saw action during the Second World War in North Africa, Greece and Crete, before being commissioned as a lieutenant and serving as a platoon commander in New Guinea during 1944–1945. His younger brother Harry also joined the Army, and was killed in 1942 during the Kokoda Track campaign. After the war, Saunders was demobilised and returned to civilian life. He later served as a company commander with the 3rd Battalion, Royal Australian Regiment (3 RAR) during the Korean War, where he fought at the Battle of Kapyong. Saunders left the Army in 1954 and worked in the logging and metal industries, before joining the Office of Aboriginal Affairs (later the Department of Aboriginal Affairs) as a liaison officer in 1969. In 1971, he was appointed a Member of the Order of the British Empire (MBE) for his community service. He died in 1990, aged 69. ## Early life Saunders was born near Purnim on the Aboriginal Reserve at Framlingham in western Victoria on 7 August 1920. He was a member of the Gunditjmara people. His father, Chris, was a veteran of the First World War, having served as a machine gunner in the Australian Imperial Force. One of his uncles, William Reginald Rawlings, who was killed in action and after whom Saunders was named, had been awarded the Military Medal for service with the 29th Battalion in France. Another ancestor, John Brook, fought with the Victorian Rifles and the Australian Commonwealth Horse in the Boer War. Saunders' mother died in 1924 from complications caused by pneumonia while giving birth to her third child, a girl who also died. After this, his father moved to Lake Condah in Victoria, with Reg and his younger brother, Harry, born in 1922. As their father undertook various labouring jobs, the two boys were raised largely by their grandmother. Saunders attended the local mission school at Lake Condah, where he did well in maths, geometry and languages. His father, meanwhile, taught Reg and Harry about the bush, and encouraged them to read Shakespeare and Australian literature. After completing eight years of schooling, Saunders earned his merit certificate. His formal education thus ended, he went to work at the age of 14 as a millhand in a sawmill. Employers regularly withheld payments for Aboriginal labourers at this time, but Saunders refused to work unless he was paid his full entitlement, and his employer relented. He worked and furthered his education until 1937, when he went into business with his father and brother, operating a sawmill in Portland, Victoria; the sawmill was destroyed in a bushfire in 1939. ## Second World War Following the outbreak of the Second World War, Saunders was determined to serve in the armed forces. Patriotism and his family's history of soldiering both played a major part in his decision. His father suggested that he wait six months; according to Reg, "They were talking about this war being all over in six months with the Maginot Line and all the other garbage that we were told ... But we waited six months and the duck season was over so there was no more shooting to do except go to war." Saunders enlisted in the Second Australian Imperial Force on 24 April 1940, joining up with friends he had made while playing Australian rules football. The armed forces later adopted a policy to accept only persons "substantially of European origin or descent", but at the time Saunders encountered no barriers to his enlistment. He recalled that his fellow soldiers "were not colour-conscious", and that during training in northern Queensland his white mates would sit alongside him in the "Aboriginal" section of movie theatres. His natural leadership qualities gained him temporary promotions in quick succession: within six weeks of enlistment he was a lance corporal, and after three months he made sergeant. After completing his training, Saunders was allocated to an infantry unit, the 2/7th Battalion, which was serving overseas in North Africa at the time. Upon reaching the 2/7th, Saunders reverted to the rank of private. His first experience of war came fighting the Italians around Benghazi. In early April 1941, the 6th Division, to which the 2/7th belonged, was sent to Greece to help defend against a German invasion. Following a series of withdrawals, the battalion was evacuated on 26 April, embarking upon the Costa Rica at Kalamata. It was originally bound for Alexandria, but after the ship was attacked in Suda Bay by German aircraft and began to sink, the men of the 2/7th, including Saunders, were picked up by several British destroyers and disembarked on the island of Crete. The 2/7th was subsequently allocated to the island's defending garrison. Following the invasion of Crete in May 1941, the 2/7th Battalion was initially employed in a coastal defence role, before taking part in the fighting around Canea. After this, it took part in a devastating bayonet charge at 42nd Street, along with the New Zealand Maori Battalion, which killed almost 300 Germans and briefly checked their advance. It was during this battle that Saunders killed his first opponent: "... I saw a German soldier stand up in clear view about thirty yards [30 m] away. He was my first sure kill ... I can remember for a moment that it was just like shooting a kangaroo ... just as remote." As the Allies began to evacuate the island, the 2/7th was called upon to carry out a series of rearguard actions to allow other units to be taken off the island. After the final Allied ships departed the island on 1 June 1941, the battalion was left behind. As a result, many of its men were taken prisoner, though some were able to evade capture by hiding out in the hills and caves around the island. Adopting Cretan dress, learning the dialect, and enlisting the help of local inhabitants, Saunders managed to remain hidden for eleven months. Saunders was among a party of men evacuated from Crete by a British submarine in May 1942, and returned to Australia in October. He rejoined his old unit, the 2/7th Battalion, which had re-formed in Palestine and been brought back to Australia along with the rest of the 6th Division to help defend against the threat posed by Japan's entry into the war. In November 1942, Saunders' younger brother Harry, who had enlisted shortly after him in 1940, was killed in action while serving in New Guinea with the 2/14th Battalion. When Harry had joined up, Reg recalled, "I was angry because I was the only one that was supposed to go. ... with two of us there, one of us was going to get killed ..." The elder Saunders subsequently served in New Guinea as well, fighting in the Salamaua–Lae campaign in mid-1943 where, having again been promoted temporary sergeant, he took over command of a platoon when its commander was wounded in action. For his leadership, he was recommended for a commission by his commanding officer, Lieutenant Colonel Henry Guinn. When Guinn told him of his plan, Saunders laughed and said, "I don't want to be an officer ... I'd rather be Regimental Sergeant Major." Guinn responded, "Christ, they don't make boys RSMs." Saunders went before an officer selection board that had been set up on the Atherton Tablelands in Queensland, where the units of the 6th Division had been based following their return from New Guinea. The interview panel on the board consisted of three senior officers – all experienced infantry battalion commanders – who were tasked with determining a candidate's suitability for commissioning as an infantry officer. Saunders was found to be an acceptable candidate and posted to an officer training unit in Seymour, Victoria. Upon completion of the 16-week course, he was promoted to lieutenant in November 1944, becoming the first Aboriginal commissioned officer in the Australian Army. The precedent of his commissioning had caused the Army some concern due to its "special significance", and as a result the paperwork for its confirmation was eventually sent to the Commander-in-Chief, General Sir Thomas Blamey, for approval. Blamey is reported to have "insisted upon following the usual procedure", believing that there should be no difference in the way Saunders' commission should be treated to any other soldier who had completed the necessary training. The story garnered much press coverage in Australia, most of it favourable, if in parts paternalistic. After his promotion was confirmed, Saunders returned to New Guinea and, although it was contrary to policy, rejoined his old battalion. He subsequently took part in the Aitape–Wewak campaign, commanding a platoon until the end of the war. Due to the discriminatory laws in force at the time, Saunders had fewer rights as a citizen than the white Australians he led. He was wounded in the knee by Japanese gunfire during fighting around Maprik, and was hospitalised for three weeks as a result. ## Interbellum and Korean War Saunders was discharged from the Army on 5 October 1945, following the end of the Second World War. Returning to Australia, he volunteered for service in Japan with the British Commonwealth Occupation Force, but the government would not accept Aborigines for the operation. Saunders spoke publicly against this policy, calling it "narrow-minded and ignorant"; the wartime restriction on non-European enlistments in the armed forces was not lifted until 1949. Saunders moved to Melbourne with his family, which by this time consisted of his wife Dorothy, whom he had married in 1944, and their three young children. Dorothy had served in the Women's Auxiliary Australian Air Force during the war. Saunders recalled that he "had a hard time after the war ... and poor old Dotty, she, you know, didn't know what the hell to make of it". Facing discrimination that he had rarely encountered as a soldier, he worked in the ensuing years as a tram conductor, a foundry worker, and a shipping clerk. In August 1950, the government called for Second World War veterans to serve in the Korea War as part of the specially raised 'K' Force. Saunders volunteered and returned to the Army as a lieutenant. After training at Puckapunyal, Victoria, and in Japan, he arrived in Korea in November 1950. He served with the 3rd Battalion, Royal Australian Regiment (3 RAR), initially as a platoon commander in A Company. In February 1951, he took charge of A Company when its commander was wounded; he was subsequently given command of C Company. Promoted to captain, Saunders led C Company during the Battle of Kapyong in April, when 3 RAR and a Canadian battalion held off a Chinese division north-east of the South Korean capital Seoul. Frustrated by the conduct of the war prior to Kapyong, he afterwards recorded that, "At last I felt like an Anzac and I imagine there were 600 others like me." The 3rd Battalion was awarded a US Presidential Unit Citation for its part in the action. Saunders himself was recommended for a decoration but turned it down. Leading a Vickers machine gun platoon at the Battle of Maryang San in October, he reportedly shared the following exchange with a fellow 3 RAR officer: as they surveyed the forbidding mountain before them, Saunders' companion remarked, "No country for white men", to which Saunders replied, "It's no country for black men, either." He returned to Australia in November 1951. ## Later life In 1953 the Returned and Services League (RSL), a veterans organisation, recommended Saunders for inclusion in the official Australian contingent to the coronation of Elizabeth II; the Federal government rejected the suggestion on the grounds that including Saunders would have meant excluding an officer who had been previously selected. Following his service in the Korean War, Saunders remained in the Army overseeing training for national servicemen at Puckapunyal. Without active service, he soon became dissatisfied and in 1954 was discharged at his own request. The same year, he married an Irish nurse, Pat Montgomery; his first marriage had broken down soon after he returned from Korea. Saunders went to work in the logging industry in Gippsland, after which he moved to Sydney, where he was employed by the Austral Bronze Company. Seen by many as a role model and spokesman for Aboriginal Australians, in 1969 Saunders took up a position in the Office of Aboriginal Affairs as one of its first liaison officers. Among his tasks was promulgating information on recently legislated Federal funding for Aboriginal and Torres Strait Islander businesses and schooling, following up on recommendations made to government departments, and liaising with Aboriginal welfare groups. He later stated, "I felt a sense of leadership of Aboriginal people and a desire to do something about the Aboriginal situation." His community work was recognised in the Queen's Birthday Honours of June 1971 when he was appointed a Member of the Order of the British Empire (MBE) in the Civil Division. In 1972 he wrote a piece in Identity magazine, urging Aboriginal people to vote in the forthcoming election. Saunders continued to serve with the Department of Aboriginal Affairs in Canberra until retiring in 1980. In July 1985 he was appointed to the Council of the Australian War Memorial, and held this position until his retirement. He was also involved in the RSL, though he fell out with leaders Alf Garland and Bruce Ruxton over Garland's suggestion that Aborigines be blood-tested to determine their entitlement to government benefits. "They can take all the blood they want from me," Saunders declared in a 1986 interview, "and they'll never find out what I am – least of all an Aborigine – bloody stupid!" During his two marriages, both of which ended in divorce, Saunders fathered ten children, two of whom predeceased him. Having suffered recent heart trouble, he died on 2 March 1990. His ashes were scattered on Lake Condah, traditional territory of the Gunditjmara people. Of Saunders' children, one of his sons followed him into the Army, and four of his daughters married soldiers. His son Christopher portrayed him in a 1978 episode of the television series The Sullivans. ## Memorials On 14 December 2001, Saunders was honoured with the dedication of Reg Saunders Way, which passes through the Canberra suburbs of Campbell and Russell, in a ceremony attended by the Secretary of the Department of Defence, Dr Allan Hawke, and the Chief of the Defence Force, Admiral Chris Barrie. Saunders was also commemorated with a room in the Canberra Services Club, and by the RSL's Captain Reg Saunders Scholarship. The Australian War Memorial holds Saunders' medals and several personal effects in its national collection, along with an official portrait and several photographs. On 11 November 2015 the Australian War Memorial's Western Gallery and Courtyard were renamed in Saunders' honour. These were the first sections of the Memorial to be named after any Australian.
27,583,194
Love the Way You Lie
1,172,810,197
2010 single by Eminem ft. Rihanna
[ "2010 singles", "2010 songs", "2010s ballads", "Aftermath Entertainment singles", "Billboard Hot 100 number-one singles", "Canadian Hot 100 number-one singles", "Contemporary R&B ballads", "Eminem songs", "European Hot 100 Singles number-one singles", "Interscope Records singles", "Irish Singles Chart number-one singles", "Music videos directed by Joseph Kahn", "Number-one singles in Australia", "Number-one singles in Austria", "Number-one singles in Denmark", "Number-one singles in Finland", "Number-one singles in Israel", "Number-one singles in Italy", "Number-one singles in New Zealand", "Number-one singles in Norway", "Number-one singles in Poland", "Number-one singles in Spain", "Number-one singles in Sweden", "Polydor Records singles", "Rihanna songs", "Shady Records singles", "Song recordings produced by Alex da Kid", "Songs about domestic violence", "Songs written by Alex da Kid", "Songs written by Eminem", "Songs written by Skylar Grey", "Torch songs" ]
"Love the Way You Lie" is a song by American rapper Eminem featuring Barbadian singer Rihanna from Eminem's seventh studio album Recovery (2010). The singer and songwriter Skylar Grey wrote and recorded a demo of the song alongside the producer Alex da Kid when she felt she was in an abusive romantic relationship with the music industry. Eminem wrote the verses and chose Rihanna to sing the chorus, resulting in a collaboration influenced by their past experiences in difficult relationships. Recording sessions were held in Ferndale, Michigan, and Dublin, Ireland. Backed by guitar, piano and violin, the track is a midtempo hip-hop ballad with a pop refrain, sung by Rihanna, and describes two lovers who refuse to separate despite being in a dangerous abusive relationship. Interscope Records released the song in June 2010 as the second single from Recovery. Critics praised its melody but were divided into thematic aspects such as poignancy and accuracy. Eminem promoted the single with performances at the 2010 Electronic Entertainment Expo, the MTV Video Music Awards and festivals. The music video, directed by Joseph Kahn, stars Dominic Monaghan and Megan Fox in a violent relationship and shows Eminem and Rihanna in front of a burning house. The clip had a mixed reception due to scenes of domestic violence. Reporters suggested that the song and its accompanying video were influenced by Eminem's and Rihanna's abusive relationships with their respective ex-lovers Kim Scott and Chris Brown. Critics listed "Love the Way You Lie" among the best tracks of 2010 and of Eminem's career. The song won many awards and received five Grammy nominations. It is Eminem's best-selling single and ranked number one on several record charts, including the US Billboard Hot 100 for seven weeks. The single sold over 12 million copies in the US and 1.5 million in the UK. Musical acts such as Cher Lloyd and The Band Perry have performed cover versions. Rihanna has said that the theme of domestic violence, a topic on which she claims many people do not have insight, is what makes the song impactful. She later recorded with him again on "Love the Way You Lie (Part II)", narrated mostly from her perspective."Love the Way You Lie" peaked at number one in 22 countries. ## Writing and production During the development of "Love the Way You Lie" began with the backing track and hook melody, which was created by the British hip hop producer Alex da Kid. When making a track, he explained that spending hours of making loops and produces an electronic drum rhythm before adding live instrumentation. The drums are sampled from live recordings he saved. Alex da Kid recorded an acoustic guitar for the verses with a Georg Neumann U87 microphone and an Avid Mbox audio interface. He told Sound on Sound magazine that this song had given him an opportunity to reintroduce live guitar in hip hop music. During the session, he used Waves RVerb and REQ equalization on his main kick track and a MaxxBass plug-in on two others. Writing began in late 2009, when the singer Holly Hafermann resided at the Artula Retreat in Bandon, Oregon, and wrote songs. Later, in New York City, under her new stage name Skylar Grey, she visited her Universal Music publisher, Jennifer Blakeman, to seek help presenting her work; Blakeman suggested she collaborate with Alex da Kid. The producer emailed Grey his track, which suggested a theme of abusive romantic relationships to her as she spontaneously sang lyrics to the melody. She told the Los Angeles Times that she was in an abusive relationship with the music industry: "I love it so much, and I give it all that I have, yet it beats me down." This idea inspired her writing, a process she found came naturally, as if she were creating an alternative pop song for herself. She wrote the chorus to "Love the Way You Lie" in fifteen minutes and recorded vocals for Alex da Kid's demo. In early 2010, Alex da Kid offered the Shady Records senior director Rigo Morales some backing tracks. Morales enjoyed the tracks and sent them to Eminem, who was seeking a different musical approach for his next album. Impressed with Alex da Kid's work, Eminem asked for more tracks and subsequently heard "Love the Way You Lie". He chose it and told his manager Paul Rosenberg he wanted to collaborate with the Barbadian singer Rihanna. Eminem told Skyrock, "It's one of those tracks that I felt like only she could pull it off." Rosenberg sent the track to Rihanna, who accepted Eminem's request "at the last moment." Eminem wrote the rapped verses to the song. Rihanna has also said she joined the collaboration because she could relate to the theme of the song, as she and Eminem had been in difficult relationships on "different ends of the table". Eminem had released the songs "'97 Bonnie & Clyde" (1998) and "Kim" (2000), in which he fantasizes, respectively, about murdering and verbally abusing his then-wife Kim Scott. They had divorced in 2001 and again in 2006 after a remarriage. In February 2009, Rihanna's relationship with the R&B singer Chris Brown had ended following his felony assault on her. Rihanna described "Love the Way You Lie" as unique, realistic and deep, saying that it "broke down the cycle of domestic violence" because few people had insight on the topic. ## Recording Mike Strange recorded and mixed Eminem's vocals at Effigy Studios in Ferndale, Michigan. The sessions took two days. Strange edited the vocals with D-Verb—a reverberation software—and an Extra Long Delay plug-in. He preferred to make few changes; for "Love the Way You Lie" he almost exclusively used board compression and console equalization. Strange used the Bricasti and Eventide Reverb 2016 mixing tools for "brighter" reverberation. Detroit musician Luis Resto has contributed to the arrangement on many of Eminem's songs, but did not do so for "Love the Way You Lie". According to Strange, "Everything we needed was already in the track, apart from the vocals." Two to three weeks after the sessions, Alex da Kid arrived to help mix and master the track. He wanted to replace the acoustic guitar on the demo, but Eminem chose to keep it. Strange said, "It was simply a matter of trying to match and then to improve on the demo [Alex da Kid]'d sent us." Strange's brother Joe engineered the track. Rihanna's recording sessions took place at Sun Studios in Dublin, Ireland, and were engineered by Marcos Tovar. The R&B songwriter Makeba Riddick provided additional vocal production. Strange used equalization, compression and reverberation but left the vocal balance. He assumed that Rihanna was satisfied with her recorded vocals and did not make major changes on her seven stereo vocal tracks. ## Composition "Love the Way You Lie" is a midtempo hip hop ballad. The lyrics describe a couple's refusal to separate despite having an abusive relationship. According to the sheet music from Universal Music Publishing Group, the song is in the key of G minor with a common time signature and a tempo of 84 beats per minute. The vocal range spans from B<sub>3</sub> to D<sub>5</sub>. "Love the Way You Lie" opens as Rihanna sings the pop refrain over a piano: > Just gonna stand there and watch me burn > But that's alright because I like the way it hurts. > Just gonna stand there and hear me cry > But that's alright because I love the way you lie. The refrain is based on a Gm–E<sub>(add2)</sub>–B–F/A chord progression. Fraser McAlpine of the BBC wrote that Rihanna feels confined "in a cell of [her] own creation". She sings without vibrato, a pulsating musical effect used to add expression. One commentator, The New York Times' David Brownie, wrote that despite this, her voice subtly shows grief and regret. Eminem then "zap[s] out into a ballady rap": "I can't tell you what it really is/ I can only tell you what it feels like." The verses follow a Gm–E<sub>(add2)</sub>B–Fsus/A chord progression. Eminem regrets an end to an abusive, failed relationship, describing mutual violence and expressing both fondness and anger. The two artists' characters are portrayed in a romantic relationship when he responds to Rihanna by concluding the verse: "I laid hands on her. I'll never stoop so low again/ I guess I don't know my own strength." Rihanna sings the chorus again, backed by an electric guitar and a piano. Acoustic guitar, violin and drums accompany Eminem's verses. The lyrics transition from discussing positive aspects of love to describing violent events. Eminem raps, "It's the rage that took over, it controls you both, so they say it's best to go your separate ways. Guess that they don't know ya, cause today that was yesterday." Sady Doyle of The Atlantic interpreted these lyrics as the rapper's confession to having abused Scott, as he "turns the anger and accusations toward himself". In the second verse, Eminem accepts the outcome after feeling sorry, admitting, "Yesterday is over, it's a different day." His frustration increases and he raps that two personalities can clash and devastate: "maybe that's what happens when a tornado meets a volcano". The described love–hate relationship worsens and leads to domestic violence. Eminem admits to lying about promises he makes and says late in the song, "If she ever tries to f\*\*\*in' leave again, I'ma tie her to the bed and set this house on fire", a reference to Rihanna's lyrics. Ironically, Eminem writes about Chris Brown's 2009 abuse, rapping "Spewing venom in your words when you spit 'em, You push, pull each other's hair, scratch, claw, bit 'em". ## Release and response On May 27, 2010, Eminem revealed the title of "Love the Way You Lie" as part of the track list of his seventh studio album Recovery, which came out on June 21. Initially a radio single, the song was released later by Polydor Records as a CD in the United Kingdom on August 9, 2010. Interscope Records distributed it in Germany on August 20. "Love the Way You Lie" received generally favorable reviews. An editor for Rap-Up listed it among the four best tracks from the album. New York Times writer Jon Caramanica considered it "one of the album's most engaging songs" and praised Eminem's ability to assess issues from the perspectives of both sexes. MTV's Rodriguez wrote that the song echoes content from Eminem's earlier albums, but finds him "sober" and "more mature". He added that the lyrics allude to Eminem's relationship with Scott and that "Love the Way You Lie" is his closest approach to a love song. Editors of The A.V. Club compared the single with "Kim" and 97 Bonnie & Clyde"; they found he is more tempered in "Love the Way You Lie" when discussing a "mutually destructive relationship" and that Rihanna's involvement creates an eerie mood. Critics especially praised Rihanna's contribution. Michael Menachem of Billboard complimented her "exquisitely melodic and surprisingly hopeful" vocal performance and "Eminem's dark, introspective" rapping. He noted that the percussion complements both artists and that Alex da Kid gave the classical arrangement a mainstream touch. Kyle Anderson, writing for MTV, remarked that the song showcases Rihanna's emotional vocals and Eminem's "most intense rhymes about his tumultuous relationships". He regarded "Love the Way You Lie" as an honest, "well-constructed pop song with a killer hook" and likened the "slow-burning" music to that of "Someone like You", a 2011 single by the British singer Adele. The Houston Chronicle pop critic Joey Guerra commented that Rihanna brought a "sandpaper and silk sheen" to the track. ### Themes Critics have commented on the message in the lyrics. Anderson noted a dark theme, while Nick Levine of Digital Spy, Allie Townsend of Time magazine and Jocelyn Noveck of the Associated Press suggested the previous relationships of both artists influenced the song. Levine gave it four stars out of five. According to Eric Hayden of The Atlantic Wire, the song refers to an alcoholic couple, possibly inspired by Rihanna's relationship with Brown. McAlphine awarded "Love the Way You Lie" four stars out of five. According to him, the song would not have been effective if it had featured only Eminem's point of view and feelings of regret; he wrote that Rihanna's representing the opposite side of the relationship shows "proper storytelling" and "sends a message" because of her breakup with Brown. McAlphine wrote that as a result the song depicts a more realistic abusive relationship and could be featured in a campaign for women's shelters. He praised Eminem's accuracy and understanding of the topic. Winston Robbins from Consequence of Sound attributed the song's poignancy to Rihanna's past abusive relationship, and a theme of infidelity and abuse. On the critical side, The Daily Telegraphs Jenny McCartney dismissed the metaphors in the chorus and thought the song's topic was over-hyped. She disagreed with the critical praise, arguing that women accept abusive relationships for deeper reasons than sexual and emotional pleasure, such as family and financial issues and helplessness. In an NPR article, the writer Maura Johnston commented that the lyrics portray Rihanna as the subject of Eminem's violence. Jay Smooth, a New York radio personality, responded that "while Eminem explores the psyche of the abuser with an almost disturbing amount of depth and detail," Rihanna's perspective is downplayed and not explained fully. Johnston and Smooth wrote that such imbalances are a prevalent issue in popular music duets. To Sady Doyle, although "Love the Way You Lie" is one of Eminem's most affecting tracks and finds him remorseful, it does not make up for his past misogynistic actions and hateful songs. Noveck questioned whether the lyrics are "a treatise against (or apology for) domestic violence, or an irresponsible glorification of it? Or, is it something uncomfortable in between?" Marjorie Gilberg, executive director of the anti-teenage violence group Break the Cycle, commented that "Love the Way You Lie" can teach listeners about the dangers of abusive relationships if interpreted correctly. She believed that because popular culture often depicts what is socially acceptable, people may accept such violence more easily. She added, "One problem, though, ... is that the song reflects myths about domestic violence—myths that lead to blaming the victim." Gilberg alleged the victim is often accused of being as guilty as the partner but wants to be loved, not abused. Terry O'Neill, a feminist and the president of the National Organization for Women, criticized the lyric, "But your temper's just as bad as mine is / You're the same as me", saying it is a typical excuse used by abusive men for aggression and that "it's only 2-year-olds and violent men who use violence to get what they want." She added that Rihanna unintentionally glorifies domestic violence in the song despite attempting to fight it. ### Recognition "Love the Way You Lie" ranked in various best-of-2010 lists. Claire Suddath of Time placed it at number five on her top 10 list and wrote, "That this song didn't come across sounding clichéd or tasteless is a testament to both artists' skill." AOL Radio considered the song the best of 2010 hip hop music, regarding Eminem as imaginative and passionate. It ranked ninth on MTV News' top 25 list. Its editor James Montgomery attributed the song's success to its theme and relation to the artists' past abusive relationships. He concluded, "You cannot write a song any better than that, because that's how this kind of thing happens in real life." The New York Post placed the song at second place on their "top 210 songs from 2010" list and regarded it as a "comeback club anthem." In April 2011, Gabriel Alvarez of Complex magazine ranked it at number 100 on their "100 Best Eminem Songs" list, calling it a love song and praising Rihanna's vocals as beautiful. "Love the Way You Lie" and its accompanying music video were nominated for five Grammy Awards at the 2011 ceremony, including "Record of the Year", "Song of the Year" and "Best Short Form Music Video". It won the People's Choice Awards for "Favorite Music Video" and "Favorite Song". ## Commercial performance "Love the Way You Lie" reached number one on several record charts worldwide. It entered the US Billboard Hot 100 at number two in the issue dated July 10, 2010. The single debuted at number one on the US Digital Songs after selling 338,000 digital copies in its first week. From July 31 to September 11, 2010, it had a seven-week run at the top of the Hot 100, giving Eminem his fourth, and Rihanna her seventh, number-one US hit. The single sold more than 300,000 digital copies in the week of August 14, 2010, rising to number two on the Pop Songs and Radio Songs charts. In the Billboard issue for August 21, 2010, Nielsen Broadcast Data Systems recognized the single with the BDS Certified Award for 50,000 radio spins. It topped the Pop Songs chart in the same issue, giving Eminem his third number-one track on the chart and Rihanna her sixth. "Love the Way You Lie" was the first number-one hit (for 10 years) on the Rap Songs chart with Eminem as the lead artist since his 2000 single "The Real Slim Shady". With sales of 4,245,000 copies, "Love the Way You Lie" was the third best-selling single of 2010 in the United States. There, it sold 6 million copies by October 2013 and 6.5 million copies by October 2015. The song entered the Australian Singles Chart on July 4, 2010, at number 14. It rose to the top three weeks later, occupying the position for six weeks and staying on the chart for 38 weeks in total. In Austria, "Love the Way You Lie" debuted at number 31, on July 2, 2010, and ascended to number one on September 4. After making a final consecutive appearance on March 4, 2011, it reappeared at number 75 on August 26. The song spent 47 weeks on the chart. "Love the Way You Lie" charted for 30 weeks in France, where debuted and peaked at number three on July 2, 2010. It was South Korea's third best-selling song in 2010 by a foreign artist, with 1,200,653 downloads. On the UK Singles Chart, the song debuted at number seven on June 27, 2010, and peaked at number two four weeks later. By the end of 2010, "Love the Way You Lie" had sold 854,000 copies in the UK, making it the country's biggest-selling song of the year. It is the only song to top the year-end chart without topping the weekly charts. In October 2011, it became the 109th song to reach 1 million sales there. By November 2012, the single had sold 1.05 million copies in the UK, placing at number 100 on the Official Charts Company's "The Million Sellers" list. As of June 2015, it is the 17th best-selling single of the 2010s in the UK. According to the International Federation of the Phonographic Industry, "Love the Way You Lie" sold 9.3 million copies worldwide in 2010. In December 2011, it was certified as Eminem's best-selling single. ## Music video ### Production The music video for "Love the Way You Lie" was Eminem's third to be directed by the best-known filmmaker Joseph Kahn. Despite having planned to shoot a feature film and stop directing pop videos, Kahn chose to work on "Love the Way You Lie" because, according to him, the song discusses an important topic. This was an opportunity for him to direct a video for Eminem without the comedic themes of their previous collaborations. For the video, Kahn considered the British actor Dominic Monaghan as a co-star for his versatility, which he thought would help him play an antagonist. Kahn cast the Hollywood actress Megan Fox, which he had presumed would be almost impossible because of her popularity with directors. Fox, a fan of Eminem, accepted the role without hesitation. Rosenberg gave Kahn one day to write a treatment, which Kahn finished in 45 minutes. He filmed Eminem's and Rihanna's parts on July 20, 2010; scenes with Fox and Monaghan were shot three days later. By July 24, 2010, they finished the shoot. Kahn confirmed the completion of the director's cut the next day. He said Fox's involvement made the video powerful, commenting for Vibe: > We wanted to make a specific story about two people—Meg and Dom—not a video that was representative of all couples or all domestic violence situations. I'm not saying that all couples fight this way. I just want people just to be able to identify with the characters and recognize that they've seen relationships like this where two people are together that are completely wrong for each other and things spiral out of control.... Megan was the key to this video.... I'll tell you as a director the reason why [Fox and Monaghan's] scenes in the video feel so real is because in the moment they were real. Monaghan told MTV he thought the couple represents Eminem and Scott. The clip was produced by Kathy Angstadt and MaryAnn Tanedo of HSI Productions. Shortly before its release, Eminem reported in a press statement: "Joseph and I worked pretty closely together to make sure we got this right". He said the difficult topic resulted in a powerful video because of the contributions of Rihanna, Fox and Monaghan. Fox donated her appearance fee to the Sojourn House, a battered women's shelter. On August 5, 2010, the video premiered on MTV and the music video website Vevo. ### Synopsis Rihanna sings the chorus in front of a burning house, while an interspersing scene shows fire on a woman's (Fox) palms. In another scene, the woman is asleep with her lover (Monaghan) and wakes up. As Eminem begins to rap in an open field, the woman attacks her lover after seeing the name "Cindy" and a phone number written on his hand. He unsuccessfully tries to kiss the woman and brings her back after she attempts to leave him. The man then pushes her onto the wall and aims his fist at her, puncturing the wall instead. After Rihanna sings again, the video flashes back to when the couple first meet "at a seedy dive bar next door" to a liquor store. The man steals a bottle of vodka and they kiss on the rooftop. During the present, the man apologizes to his lover and they are reconciled. In another flashback, he attacks someone who plays pool with his lover. At night, Eminem joins Rihanna in front of the burning house for the last verse. Meanwhile, after the flashback, the woman comes home and locks herself in the bathroom to stop her abusive lover from entering. In another scene, the fire on her palms vanishes as she claps her hands. Flames later engulf Eminem and the couple, who are then shown fighting in front of the burning house. In the end, the couple stays together and the video returns to their first scene, in which they sleep. ### Reception The clip broke what was a YouTube record at the time of its release for the most views in one day, with 6.6 million. It had a mixed reception from critics, most of whom commented on scenes of domestic violence. NPR's Zoe Chace deemed the video as upsetting, while AOL Music listed it at number five on their list of the "Top 10 Most Controversial Music Videos in Pop". Stephanie Nilva—the executive director of trauma resource center Day One—told MTV News that it mainly raises "the topic of dating violence among young people". Nilva praised the clip's accurate depiction of patterns in an abusive relationship and thought the video's potency came from Eminem's history of violence-themed songs and Brown's assault on Rihanna. A writer for Rap-Up considered the video realistic, as "art imitates life". Conor Friedersdorf of The Atlantic called it an inaccurate portrayal of domestic violence due to insufficient violence, as evidenced by the lack of injuries after punching through a wall. Mariel Concepcion of Billboard suggested the video was inspired by the lyric, "Just gonna stand there and watch me burn, but that's alright because I like the way it hurts." Rihanna's appearance was criticized. Writing for Rolling Stone magazine, Daniel Kreps called it "especially striking" and noted her relationship with Brown. An editor from The Boston Globe commented that although the video is realistic, it hinders Rihanna's ability to set an example for women in abusive relationships. Billy Johnson Jr. from Yahoo! Music wrote that Fox's character alternated between vulnerable and confrontational personalities, while Monaghan's character is similar to Eminem. Kahn, who understood why viewers thought Eminem's and Rihanna's relationships influenced the video, asked that they realize this is untrue. He said the team had been conscious of such personal matters and Fox's and Monaghan's characters are only significant to each other. Reviewers discussed the acting. Peter Gicas of E! News noted that Fox and Monaghan portray "combustible behavior the tune is hellbent on describing." The New York Post's Jarett Wieselman wrote that they play their roles perfectly and help make the video powerful. Entertainment Weekly's Whitney Pastorek found the violent acting sexually appealing, while Willa Paskin of New York magazine wrote that the cast's appeal "hypnotize[s]" viewers. Paskin noted the use of sepia toning in the burning-house scenes. Matthew Wilkening of AOL Radio commented that the video leaves viewers to decide "if it's a good thing or a bad thing that the pair always end up reconciling." Mikey Fresh of Vibe commented that Fox's natural reaction when Monaghan pierces the wall and almost hits her is an "incredible act of vulnerability". L Magazine's Benjamin Sutton likened the scene in which the characters burn to the Marvel Comics character Chris Bradley, whom Monaghan portrays in the 2009 action film X-Men Origins: Wolverine. As of March 2023, the video is one of YouTube's 50 most viewed videos as well as its most viewed rap song, with more than 2.5 billion views. ## Live performances Eminem has promoted "Love the Way You Lie" at concerts. On June 15, 2010, he and Rihanna performed the song at Los Angeles' Electronic Entertainment Expo 2010, accompanied by the drummer Travis Barker and D12's Mr. Porter. Eminem sang "Love the Way You Lie" at the Scottish festival T in the Park on July 10, 2010, dedicating it to "everybody who'[d] been in a fucked-up relationship." He then performed the song at Ireland's annual Oxegen festival on July 11, 2010. James Hendicott from State wrote that the rapper's personality "fill[ed] the stage" and that his vocals were sharp and packed "plenty of punch". He criticized the use of a pre-recorded backing track and noted the lack of live music and female vocals. Eamon Sweeney from the Irish Independent called Eminem's performance only "mildly impressive". On July 21, 2010, the rapper joined Rihanna on her Last Girl on Earth tour to perform in Los Angeles. He then performed at the 2010 MTV Video Music Awards and was voted the best performer of the ceremony in an MTV poll, earning 34 percent of votes. Rihanna made a surprise appearance despite having said she could not perform because of her schedule. Suddath of Time called their duet dull. Eminem sang "Love the Way You Lie" without Rihanna at the 2011 Bonnaroo Music Festival for almost 80,000 people. According to MTV News' Montgomery, the "sheer tenacity with which he attacked" was his strength. Patrick Doyle of Rolling Stone felt Eminem delivered a triumphal act by "constantly bouncing across the stage" and singing energetically. Eminem performed "Love the Way You Lie" on the second day of Chicago's annual Lollapalooza festival on August 6, 2011. Members of the audience sang the chorus to compensate for Rihanna's absence. Piet Levy of USA Today named the show a "tragic stunner", while Katie Hasty of HitFix added that it displayed competition between the sexes. Eminem and Rihanna performed in Staffordshire on the first day of V2011 (V Festival), on August 20, 2011. James Lachno of The Daily Telegraph considered it an "affecting" rendition. The Guardian called their performance thrilling and an editor for the British newspaper Metro felt that it was the best part of the evening. Eminem closed the festival on the night of August 21 in Chelmsford, Essex, for an audience of 120,000. A reporter for the International Business Times thought that Eminem's duet with Rihanna was the highlight of the show. ## Cover versions Various musical acts have performed cover versions of "Love the Way You Lie". Eric Stanley, an American violinist, remixed the song on the violin. The country music group the Band Perry sang the song at the June 2011 CMT Music Awards. Two months later, Taylor Momsen—the lead singer of the American rock band the Pretty Reckless—performed a cover version for BBC Radio 1's Live Lounge as part of a mashup with the song "Islands" by the English pop band the xx. Assisted by a guitarist from her band, she began with a section of "Islands" and transitioned into the chorus of "Love the Way You Lie". Cher Lloyd, a British singer, performed the song in the final five of The X Factor UK's seventh season. Mernie Gilmore of the Daily Express commented that the song is "a duet for a reason" as Lloyd performed both Eminem's and Rihanna's parts. In 2010, the Russian guitarist Alex Feather Akimov released "Love The Way You Lie (Heavy Remix)", a recording that was recognized by Billboard.biz (Web Trends). The American post-hardcore band A Skylit Drive recorded a cover of the single for Punk Goes Pop 4, the 2011 release of the Punk Goes... series. ## Sequel On November 3, 2010, an alternative version titled "Love the Way You Lie (Part II)" leaked onto the Internet. Rihanna is the lead vocalist and Eminem is a featured guest. The song mainly views matters from Rihanna's perspective and is based on Grey's demo. Rihanna agreed to record a sequel despite initially thinking "the original couldn't be beaten". She said that the sequel involved less production, with only piano and drums. It is the eleventh and final track on her 2010 studio album Loud. Grey's version appears on her 2012 extended play The Buried Sessions of Skylar Grey and her 2013 studio album Don't Look Down as "Love the Way You Lie (Part III)". Rihanna performed a short medley that comprised "Love the Way You Lie (Part II)", "What's My Name?" and "Only Girl (In the World)" at the American Music Awards of 2010. Another medley, consisting of "Love the Way You Lie (Part II)" and "I Need a Doctor", was performed at the 2011 Grammy Awards. While the Chicago Sun-Times considered the track an unnecessary sequel, the BBC reviewer James Skinner wrote, Love the Way You Lie (Part II)' even bests the original, Eminem's verse exuding the kind of volatile, simmering menace that got everyone so excited about him in the first place. But it is Rihanna's vocal—at once commanding, soulful and vulnerable—that anchors the song". ## Awards and nominations ## Track listing CD single''' Notes - signifies an additional producer. ## Personnel The credits for "Love the Way You Lie" are adapted from the liner notes of Recovery. - Eminem – mixing engineer, writer, vocalist - Rihanna – vocalist - Alex da Kid – mastering engineer, mixing engineer, producer, writer - Skylar Grey – writer - Mike Strange – mixing engineer, recording engineer - Marcos Tovar – recording engineer - Joe Strange – engineering assistant - James Darkin – engineering assistant - Makeba Riddick – vocal producer - J. Brow – guitarist ## Charts ### Weekly charts ### Year-end charts ### Decade-end charts ### All-time charts ## Certifications ## See also - List of best-selling singles - List of best-selling singles in the United States - List of best-selling singles in Australia - List of number-one singles of 2010 (Australia) - List of number-one hits of 2010 (Austria) - List of Hot 100 number-one singles of 2010 (Canada) - List of number-one singles of 2010 (Denmark) - List of European number-one hits of 2010 - List of number-one singles of 2010 (Finland) - List of number-one hits of 2010 (France) - List of number-one hits of 2010 (Germany) - List of number-one singles of 2010 (Hungary) - List of number-one singles of 2010 (Ireland) - List of number-one hits of 2010 (Italy) - List of number-one singles in 2010 (New Zealand) - List of number-one singles of 2010 (Norway) - List of number-one singles of 2010 (Poland) - List of number-one singles of 2010 (Spain) - List of number-one singles of 2010 (Sweden) - List of UK R&B Singles Chart number ones of 2010 - List of Billboard'' Hot 100 number-one singles of 2010 - List of Mainstream Top 40 number-one hits of 2010 (U.S.)
47,884,393
2016 World Snooker Championship
1,167,172,529
World championship snooker tournament, April–May 2016
[ "2016 in English sport", "2016 in snooker", "April 2016 sports events in the United Kingdom", "May 2016 sports events in the United Kingdom", "Sports competitions in Sheffield", "World Snooker Championships" ]
The 2016 World Snooker Championship (officially the 2016 Betfred World Snooker Championship) was a professional snooker tournament that took place from 16 April to 2 May 2016 at the Crucible Theatre in Sheffield, England. It was the 40th year that the World Snooker Championship had been held at the venue. The event was tenth and last event that carries ranking points of the 2015–16 snooker season. Stuart Bingham was the defending champion, having defeated Shaun Murphy in the 2015 event final. Bingham lost 9–10 against Ali Carter in the first round, falling to the Crucible curse and becoming the 17th first-time champion unable to defend his title at the venue. Alan McManus and Ding Junhui set a record in their semi-final for the most century breaks achieved in a professional match, scoring ten. Ding also set a record for the most centuries by one player in a single World Championship match with seven. Ding defeated McManus to become the first Asian player to reach a World Championship final. In the other semi-final, Englishman Mark Selby and Hongkonger Marco Fu set a record for the longest of snooker ever played at the Crucible, at 76 minutes 11 seconds. After beating Robert Milkins 10–6, Sam Baird 13–11, Kyren Wilson 13–8, and Fu 17–15, Selby defeated Ding 18–14 in the final to claim his second World title, having won the 2014 event previously. A total of 86 century breaks were made at the event, the same number as the previous year; Kyren Wilson made the tournament's highest break of 143. The global audiences for the tournament exceeded 300 million, 210 million viewers in China alone. The afternoon sessions of the final were watched by audiences of 45 million in China, the country's largest audience for a sporting event that year. During the tournament, six-time champion Steve Davis played the last professional match of his 38-year career against Fergal O'Brien in the qualifier and announced his retirement during the first round of the event. ## Overview The World Snooker Championship is an annual cue sport tournament and is the official professional world championship of the game of snooker. The sport of snooker was founded in the late 19th century by British Army soldiers stationed in India. The world championship sees 32 professional players compete in one-on-one snooker matches in a single elimination format, each played over several . The 32 players for the event are selected through a mix of the world snooker rankings and pre-tournament qualification rounds. The first world championship was held in 1927 at Camkin's Hall, Birmingham, England, and was won by Joe Davis. Since 1977, the event has been held in 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. The previous year's championship had been won by England's Stuart Bingham, who defeated Shaun Murphy in the final 18–15. This was Bingham's first championship win. The winner of the 2016 event earned prize money of £330,000, from a total pool of £1.5 million. The event was the tenth and last ranking event of the 2015–2016 season. ### Prize fund The total prize money of the event was raised to £1,500,100 from £1,364,000 the previous year. The breakdown of prize money for this year is shown below: - Winner: £330,000 - Runner-up: £137,500 - Semi-final: £66,000 - Quarter-final: £33,000 - Last 16: £22,000 - Last 32: £13,250 - Last 48: £9,900 - Last 80: £6,600 - Televised highest break: £10,000 - Total: £1,500,100 The prize for a maximum break stood at £20,000. ## Tournament summary ### Seeding and qualifying rounds The top 16 seeds automatically qualified for the first round. Defending champion Bingham was seeded first, and other seeded places were allocated based on the latest world rankings. Professional players below 17th place in rankings, and 16 invited amateur players started in the first round of qualifying, and were required to win three best-of-19-frame matches to reach the Crucible. Qualifying rounds were held at the Ponds Forge International Sports Centre in Sheffield from 6 to 13 April 2016. Eleven former world champions competed in the tournament. Six-time champion Davis lost 4–10 to Fergal O'Brien in the first round of qualifying, and subsequently announced his retirement from the sport after 38 years as a professional. The 1997 champion Ken Doherty lost 6–10 to Ryan Day in the final round of qualifying. Former world number one Ding Junhui was no longer in the top 16 ranked players before the tournament, and had to qualify to the Crucible. He did that with the loss of only seven frames, defeating Greg Casey 10–4, Ross Muir 10–1, and the 1995 runner-up Nigel Bond 10–2. Thepchaiya Un-Nooh missed the final in attempting a maximum break against Anthony McGill in the fourth frame of their final qualifying round match. Un-Nooh had also missed the last black in attempting a maximum break earlier in the season, in a match against Neil Robertson in the 2015 UK Championship. Hong Kong's Ng On-yee attempted to become the first woman ever to reach the main stage of the event; she lost 1–10 against Peter Lines in the first round of qualifying. ### First round The first round was played between 16 and 21 April as best-of-19-frame matches. Mitchell Mann was the only player making his Crucible debut. He lost 3–10 in the first round to Mark Allen. Steve Davis announced his retirement on live television during the tournament's first weekend, before play began on the first Sunday afternoon. Playing the defending champion Bingham, Ali Carter led 5–1 and 8–5 before Bingham won four consecutive frames to lead 9–8. Carter tied the match with a century break in the 18th frame, before taking the to win 10–9. The loss made Bingham the 17th player to succumb to the Crucible curse, as no first time defending champion won the event the following season. Shaun Murphy, the previous year's runner-up, also received a first-round exit when he lost 8–10 to McGill. This was the first time since the 1980 championship that both of the previous year's finalists lost the first matches they played upon their return. Stephen Maguire lost 7–10 to Alan McManus in his fourth consecutive first-round defeat at the Crucible. As a result, Maguire was guaranteed to be outside of the world's top 16 at the end of the tournament. After his 10–7 victory over David Gilbert, Ronnie O'Sullivan refused to attend a post-match meeting with the press or talk to tournament broadcasters, and received a formal warning from World Snooker. Following losses by Ebdon and Dott, Robertson became the fifth former champion to exit in the first round when Michael Holt defeated him 10–6. This meant that O'Sullivan, Selby, Williams, and Higgins were the only former winners to reach the second round. ### Second round The second round was played between 21 and 25 April as best-of-25-frames, over three sessions. McManus won 13–11 over Carter, who had defeated him 10–5 in the first round in 2015. Ding Junhui won 13–10 over Judd Trump, who had defeated him 13–4 in the previous year's quarter-finals. Carter was strongly critical of the table on which he played McManus, calling it "the worst I have ever played on." Tournament organisers later changed the cloth and cushions used on the tables. Kyren Wilson led at both 7–0 and then 11–5 over Allen before Allen won four straight frames to trail 11–9, but Wilson won the next two to win the match 13–9 and advance to his first World Championship quarter-final. Mark Selby led Sam Baird 11–7 before Baird won four consecutive frames to level at 11–11. Selby then won the next two frames to win 13–11. Four-time champion John Higgins beat Ricky Walden 13–8, and two-time champion Mark Williams defeated Michael Holt, also 13–8, to get past the second round for only the second time since 2006. Marco Fu defeated Anthony McGill 13–9 to reach his first quarter-final in a decade. Trailing Barry Hawkins 9–12, Ronnie O'Sullivan won three consecutive frames to take the match to a deciding frame. Hawkins prevailed in the decider to win the match 13–12, the first time in 14 years that he had beaten O'Sullivan in a competitive match. This was also only the second time in 13 years that O'Sullivan had failed to reach the quarter-finals. Despite losing, O'Sullivan made four century breaks and eight more breaks over 50, scoring 1,409 points to Hawkins's 1,135. ### Quarter-finals The quarter-finals were played between 26 and 27 April as best-of-25-frames, over three sessions. Ding's 13–3 victory over Mark Williams saw him win the match with a session to spare to reach his second Crucible semi-final, after his first appearance in 2011. After going 6–0 ahead, Mark Selby defeated Kyren Wilson 13–8. Wilson made a 143 break in the 20th frame, the highest of the tournament. Alan McManus came from 9–11 behind against John Higgins to win 13–11 and reach his first Crucible semi-final since 1993. At the age of 45, he became the oldest Crucible semi-finalist since Ray Reardon, who was 52 when he reached that stage in 1985. Marco Fu led Hawkins by 9–1 before Hawkins won five straight frames. Fu won 13–11 to reach his second Crucible semi-final, a decade after his first in 2006. ### Semi-finals The semi-finals were played from 28 to 30 April over four sessions as best-of-33-frame matches. In the first, Ding was leading McManus 5–0 and 9–3, scoring five centuries in nine frames. McManus won six consecutive frames to trail 8–9. Ding increased his lead to 12–8, and won 17–11 to reach his first World Championship final. In frame 20, Ding attempted a maximum break, but missed the 15th black for a break of 113, his sixth century. In the 27th frame, Ding made his seventh century to set a new record for the most centuries made by a player in a World Championship match. The record surpassed the previous record of six centuries set by Davis in 1946, Mark Selby in 2011, and Ronnie O'Sullivan in 2013. Ding's seven centuries equalled the record for the most by one player in any professional snooker match, set by Hendry in the 1994 UK Championship final. In total, 10 centuries were made in the match, which was a record in professional play. In the opening session of the other semi-final, Mark Selby took a 3–0 and 5–3 lead, before Marco Fu ended the second session all-square at 8–8. Fu's cue tip separated from his cue in the 15th frame as he was chalking it. A ten-minute break was called while the tip was glued back on. Frame 24, won by Selby to level at 12–12, lasted 76 minutes 11 seconds. This was the longest frame ever played at the Crucible, breaking the previous record of 74 minutes 58 seconds set in the 2009 match between Maguire and Mark King. The match was later tied at 15–15 until Selby won the final two frames to win the match 17–15. Frame 32 also lasted more than an hour. ### Final The final was played 1–2 May, held as best-of-35-frames, over four sessions. Ding was the first qualifier to play the World final since Trump was beaten by John Higgins in 2011. Ding also became the first Asian finalist in the championships. In the first session of the final, Mark Selby took a 6–0 lead, before Ding won the last two frames of the session to leave Selby 6–2 ahead. Ding won five of the next seven frames to trail by only one frame at 7–8, but Selby won the final two frames of the day for a 10–7 overnight lead. Some frames in the second session were lengthy, and play did not end at the Crucible until 00:24 local time on Monday morning. On the second day of the final, Ding again fought back to trailing by only one frame at 10–11; Selby won three of the session's last four frames to go into the final session 14–11 ahead. Selby won the next two frames to need only two more frames for victory. Ding won three more frames in the evening session – coming from 16 to 11 behind to 16–14. Selby clinched the match by 18 frames to 14 to claim his second world title, along with the £330,000 prize. The match ended just minutes after Selby's home city of Leicester celebrated Leicester City F.C.'s first ever Premier League title win. The afternoon session of the final was watched by 45 million people in China, the country's largest audience for a sporting event that year. The event as a whole attracted 300 million viewers in China, including 210 million on CCTV-5. ## Main draw Shown below are the results for each round. The numbers in parentheses beside some of the players are their seeding. Players in bold denote match winners. ## Qualifying A total of 128 players competed in the qualifying draw. There were three qualifying rounds, reducing the qualifiers to 16, who would go on to play in the final stages. Qualifying took place between 6 and 13 April 2016 at Ponds Forge International Sports Centre. All matches were the best-of-19-frames. The draw for the final stages was made on 14 April. The players competing in the qualifying included the tour players ranked outside the top 16, players featured as top-ups from the Q School and invited players from the WPBSA. The 16 invited qualifiers were made up of seven players who won or were runner-up in the following events together with 9 players invited based on the European Billiards & Snooker Association (EBSA) Order of Merit. Players invited by the Order of Merit were limited to one player per country. The seven winners/runners-up were: - Ng On-yee – WLBSA World Snooker Championship winner - Zhao Xintong – IBSF World Snooker Championship runner-up - Jamie Clarke – IBSF World Under-21 Snooker Championship runner-up - Cheung Ka Wai – IBSF World Under-18 Snooker Championship winner - Josh Boileau – EBSA European Under-21 Snooker Championships winner - Brandon Sargeant – EBSA European Under-21 Snooker Championships runner-up - Tyler Rees – EBSA European Under-18 Snooker Championships winner The remaining nine invitees were: ### Round 1 Players in bold denote match winners. ### Round 2 Players in bold denote match winners. ### Round 3 Winning players qualified for the main tournament. Players in bold denote match winners. ## Century breaks ### Televised stage centuries There were 86 century breaks made by 24 players in the televised stage of the World Championship, equalling the record set the year before. For every century break made during the 17-day championship in Sheffield, the title sponsor, Betfred, donated £200 to the Bluebell Wood Children's Hospice. The donation was rounded up to £25,000 as the goal of 70 centuries was achieved. Junhui made 15 centuries, one short of the record of 16 set by Hendry in 2002. - 143, 130, 129, 103 – Kyren Wilson - 141, 102 – Barry Hawkins - 140, 115, 109 – Michael Holt - 139, 124, 118, 103, 101 – Ronnie O'Sullivan - 138, 136, 135, 114, 111, 108, 102, 100, 100 – Marco Fu - 138, 132, 131, 128, 123, 113, 112, 110, 109, 103, 103, 103, 100, 100, 100 – Ding Junhui - 136, 128, 125, 119, 114, 107 – Alan McManus - 134, 133, 132, 126, 125, 120, 115, 101, 101 – Mark Selby - 125 – David Gilbert - 122, 104, 103, 103 – Mark Allen - 121, 107, 105, 105, 101, 100 – John Higgins - 119, 117 – Anthony McGill - 117, 107 – Liang Wenbo - 113 – Stuart Bingham - 111 – Martin Gould - 109, 105 – Shaun Murphy - 108, 103, 100 – Sam Baird - 107, 101 – Neil Robertson - 106, 106 – Judd Trump - 104 – Robbie Williams - 103, 102, 100 – Ali Carter - 102 – Mark Williams - 102 – Michael White - 102 – Ricky Walden ### Qualifying stage centuries There were 132 century breaks made by 63 players in the qualifying stage of the World Championship. - 144, 140, 102 – Thepchaiya Un-Nooh - 142 – Peter Lines - 140, 137, 106 – Ding Junhui - 140, 137, 104 – Zhou Yuelong - 139, 120, 117, 104 – Liam Highfield - 139, 104 – Oliver Lines - 138, 130, 111, 111, 101 – Ali Carter - 138, 110 – Hossein Vafaei - 138, 108, 104, 101 – Liang Wenbo - 136, 131, 119, 104 – Ryan Day - 136, 122, 118, 115, 106 – Jimmy Robertson - 135 – Andrew Higginson - 134, 121, 114 – Dechawat Poomjaeng - 134, 118, 117, 106, 104 – Noppon Saengkham - 134, 110, 102 – Kurt Maflin - 134, 101 – Lü Chenwei - 133, 119, 115, 114 – David Gilbert - 133, 100 – Xiao Guodong - 131, 116 – Kyren Wilson - 131 – Ben Woollaston - 130, 108 – Mark King - 130 – Mark Davis - 128 – Lee Walker - 127, 105, 100 – Mitchell Mann - 127 – Daniel Wells - 125 – Jamie Jones - 123 – Zhang Yong - 123 – Zhao Xintong - 122, 104 – Scott Donaldson - 121, 103 – Graeme Dott - 121, 100 – Kishan Hirani - 120, 108 – Li Hang - 120, 107, 103, 102 – Jack Lisowski - 116, 104, 104, 100 – Anthony Hamilton - 115, 105, 100 – Stuart Carrington - 114, 110 – Matthew Stevens - 113, 111 – Zhang Anda - 112, 109 – Alfie Burden - 112, 106, 103, 100 – Robert Milkins - 111 – James Wattana - 110, 107 – David Morris - 110 – Ian Glover - 109, 106 – Ken Doherty - 109, 102, 101 – Anthony McGill - 108, 100, 100 – Sam Baird - 108 – Chris Melling - 108 – Matthew Selt - 108 – Rory McLeod - 107 – Chris Wakelin - 107 – Fergal O'Brien - 107 – Thor Chuan Leong - 106, 105 – Robbie Williams - 106 – Mark Joyce - 106 – Michael Georgiou - 105, 104, 103 – Tom Ford - 105 – Sunny Akani - 105 – Allan Taylor - 105 – Joe Swail - 105 – Peter Ebdon - 104 – Gary Wilson - 102 – Eden Sharav - 102 – Luca Brecel - 101 – Gareth Allen
35,038,183
2000–01 Gillingham F.C. season
1,154,383,154
null
[ "2000–01 Football League First Division by team", "Gillingham F.C. seasons" ]
During the 2000–01 English football season, Gillingham F.C. competed in the Football League First Division, the second tier of the English football league system. It was the 69th season in which Gillingham competed in the Football League, and the 51st since the club was voted back into the league in 1950. In the preceding season, Gillingham had beaten Wigan Athletic in the Second Division play-off final to gain promotion to the second tier of English football for the first time in the club's history. Having led the team to promotion, manager Peter Taylor left the club after a single season to become manager of FA Premier League club Leicester City and was replaced by veteran player Andy Hessenthaler. In his first season as manager, he led Gillingham to a mid-table finish in the First Division. Gillingham also competed in two knock-out tournaments. In the FA Cup the team reached the fourth round but then lost to Chelsea of the Premier League. The team were also eliminated from the Football League Cup by a Premier League team, losing to Manchester City in the second round. Gillingham played 52 competitive matches, winning 15, drawing 17, and losing 20. Marlon King, a new signing at the start of the season, was the team's top goalscorer with 15 goals. Vince Bartram and Chris Hope made the most appearances; both played in all 52 of the team's matches. The highest attendance recorded at the club's home ground, Priestfield Stadium, was 10,518 for the visit of Crystal Palace on 26 December. ## Background and pre-season The 2000–01 season was Gillingham's 69th season playing in the Football League and the 51st since the club was elected back into the League in 1950 after being voted out in 1938. In the previous season, the team had finished third in the Football League Second Division and qualified for the play-offs for promotion to the First Division. After defeating Stoke City in the semi-finals, Gillingham beat Wigan Athletic in the final to reach the second tier of the English football league system for the first time in the club's history. Following promotion, Gillingham offered a new contract to manager Peter Taylor to remain in charge for the 2000–01 season. He rejected it, however, and left to take over at FA Premier League team Leicester City, replacing Martin O'Neill, who had moved to Celtic. Veteran Gillingham player Andy Hessenthaler was appointed player-manager to replace Taylor, his first managerial appointment. The club signed three new players ahead of the first competitive game of the new season, two of whom were forwards. Hessenthaler's first signing as manager was Marlon King, a forward, who joined from Barnet of the Third Division for a transfer fee of . King, aged 20, had reportedly attracted interest from Premier League clubs and was viewed as a highly promising prospect for the future. The second new forward to join the club was Paul Shaw, who was signed from Millwall for , at the time the third-highest transfer fee paid by Gillingham. The third new signing was a defender: Chris Hope arrived from Scunthorpe United for . In an interview with the Sunday Times, Hessenthaler stated that he had "told the boys we want to try and make the play-offs". Despite this, Gillingham were picked as one of the three teams most likely to be relegated from the First Division by Jason Tomas of The Observer. The club adopted a new kit, replacing the previous season's blue and black striped shirts, black shorts and black socks with plain blue shirts, white shorts and blue socks. The second-choice kit, to be worn in the event of a clash of colours with the opposition, consisted of white shirts, blue shorts and white socks. The team prepared for the new season with a number of friendly matches, including one against Manchester City of the Premier League. At the start of the season, building work was ongoing at the club's home ground, Priestfield Stadium. The new Medway Stand, replacing an older grandstand demolished a year earlier, was open to spectators but the work had not been completed on all its facilities. ## First Division ### August–December Gillingham's first match in the second tier of English football was at home to Stockport County. Guy Butters scored the club's first goal at that level in the second minute of the game, but Stockport scored three times to claim the win. Hessenthaler described the result as "a wake-up call". Shaw and Hope made their debuts in the starting line-up and King made his as a substitute; Shaw was stretchered off in the first half after suffering an ankle injury which would keep him out of the team for the next six weeks. Andy Thomson replaced him in the starting line-up for the game away to Tranmere Rovers, which Gillingham lost 3–2. In both of the next two First Division games, at home to Portsmouth and away to Burnley, Gillingham took the lead but then conceded an equalising goal; each of the matches finished as a draw. The Guardian's correspondent wrote that Gillingham were the better team against Portsmouth although Hessenthaler said that his team's play had been "a little bit too predictable". After four games, Gillingham were 21st in the 24-team league table. The team won their first league match of the season at the fifth attempt, defeating Wolverhampton Wanderers 1–0 at Priestfield with a fourth-minute goal by Junior Lewis, but then lost away to Grimsby Town. In the second half of September, Gillingham won at home to struggling Huddersfield Town, managed by former Gillingham player Steve Bruce, but then lost 3–0 away to Fulham, who continued a run of having won every First Division game since the start of the season. Hessenthaler commented "we just couldn't get near them ... quite frankly I'm pleased it was only 3–0". King was included in the starting line-up for the first time in early September but after failing to score in five starts he reverted to the role of substitute, with Thomson preferred as a starter. Gillingham drew 4–4 away to Wimbledon on 14 October, the only match in the entirety of the First Division during the 2000–01 season to feature eight or more goals, which prompted Hessenthaler to say "We'll be straight back on the training ground to work on our defending as we keep getting punished by decent sides." His opposite number Terry Burton noted that the Gillingham team had taken on the qualities which Hessenthaler displayed as a player, saying "Their spirit epitomises what their manager is all about ... He gives 100 per cent and has taken that infectious enthusiasm into management". Gillingham then failed to score any goals in the next four league matches. Carl Asaba, the team's top goalscorer in all competitions at this point in the season, was substituted in the second of these games, a goalless draw at home to Barnsley, after injuring his hamstring; he would not play again for more than six weeks. Iffy Onuora, who had been a regular in the team in the second half of the previous season but had yet to start a game in the 2000–01 season, replaced him for the next five games but then reverted to being used only as a substitute. The goalless run came to an end with a 2–1 victory away to Sheffield United on 4 November, Gillingham's first league win for seven games and first away league win of the season, but the team then lost both their next two games 3–1. King scored his first goal for the club in the second of these defeats. Victory away to Blackburn Rovers in the last game of November, achieved despite Shaw being sent off, left Gillingham 14th in the table. Ron Clarke of the Sunday Times wrote that Blackburn had been arrogant in their approach to the game in the first half and allowed Gillingham to score two simple goals. Gillingham began December with consecutive league defeats at home to Birmingham City and away to Norwich City, but then beat Preston North End 4–0 at Priestfield, beginning an unbeaten league run which would ultimately last for nine games. Asaba scored twice against Preston on his return to the starting line-up. The team's final game of 2000 resulted in a 4–1 win at home to Crystal Palace; Asaba scored the team's first hat-trick of the season but Shaw was again carried off on a stretcher after suffering another ankle injury, although on this occasion he did not miss any games. The attendance of 10,518 was the highest for any match at Priestfield during the season. An aggressive confrontation took place shortly before the end of the first half involving players from both teams which led to both clubs being fined by the Football Association four months later. The result left Gillingham 13th in the table at the end of the year. ### January–May Gillingham's first four league matches of 2001 were all drawn. The first two, away to Portsmouth and at home to Burnley, finished goalless, and Gillingham followed this with a 2–2 draw away to Crystal Palace and a 1–1 draw away to Wolverhampton Wanderers. Following the Crystal Palace game, Brian Scovell of the Sunday Telegraph described Gillingham as "one of the best organised sides in the First Division". King replaced Asaba in the starting line-up against Wolverhampton Wanderers, his first start since before Christmas, and scored his team's goal; he would go on to start every game for the remainder of the season. Gillingham extended their unbeaten league run with victories at home to Grimsby Town and away to Huddersfield Town, in both of which King scored the winning goal. Hessenthaler was extremely pleased with his team's recent performances and told the media "If we can now consolidate this year, our aim will then be to do what Crewe have done and see if we can stay in this division for the next four or five years". Huddersfield manager Lou Macari contended that Gillingham were "the kind of team capable of upsetting anybody in this division". The wins took Gillingham into the top half of the table in 12th place, but the unbeaten run came to an end in the next game with a 1–0 defeat at home to Queens Park Rangers. Gillingham lost their next two games, 2–0 at home to Fulham and 2–1 away to Sheffield Wednesday. Asaba scored against Sheffield Wednesday after coming on a substitute in what would prove to be his last appearance for Gillingham; he was transferred to Sheffield United in March. Although the series of consecutive defeats ended with a 0–0 draw at home to Wimbledon on 6 March, it meant that Gillingham had only scored once in the last four matches and slipped to 15th in the league table. Onuora replaced Shaw against Wimbledon, his first start since November; Shaw had still yet to score a goal since his transfer to the club. On 10 March, Gillingham came back from 3–1 down to draw 3–3 away to Bolton Wanderers, King scoring the equaliser in the final five minutes of the game, and then won at home to Tranmere Rovers with goals from King and Onuora, who had now been the starting forwards for three consecutive matches and would remain so for the rest of the season. Hessenthaler signed another forward, Guy Ipoua, from Scunthorpe United for , but he was used only as a substitute for the remainder of the season. Shaw returned to the starting line-up against Barnsley on 25 March but was now used in a linking role between the midfield and the forwards rather than as an all-out attacking player. Onuora scored the team's second hat-trick of the season in a 4–3 win at home to Norwich City on 7 April and Gillingham then scored four goals for a second consecutive game as they defeated Sheffield United 4–1; Shaw scored his first goal for the club in the latter game. The next two games, however, resulted in defeats to Crewe Alexandra and West Bromwich Albion. Victory in the game away to Nottingham Forest on 28 April would mean that Gillingham were sufficiently far ahead of the bottom four places that they could not finish in a relegation position. King scored the only goal in a 1–0 win which ensured that the team would be playing in the First Division again the following season. In the final match of the 2000–01 season, Gillingham played Blackburn Rovers, who had already clinched promotion to the Premier League, at Priestfield. Blackburn held the lead for most of the game, but King scored an equaliser in the last minute to secure a draw. Gillingham ended their first season in the second tier of English football 13th in the league table. ### Match details Key - In result column, Gillingham's score shown first - H = Home match - A = Away match - pen. = Penalty kick - o.g. = Own goal Results ### Partial league table ## Cup matches ### FA Cup As a First Division team, Gillingham entered the 2000–01 FA Cup at the third-round stage in early January. The team played AFC Bournemouth of the Second Division and won 3–2. Hessenthaler suffered a serious knee injury and would not play again during the season. In the fourth round, Gillingham were paired with Chelsea of the Premier League, who had eliminated Gillingham from the competition at the quarter-final stage in the previous season. By half-time, Gillingham were 3–0 down to their higher-level opponents. In the second half Shaw and Onuora both scored to reduce the deficit to a single goal, but Gillingham could not bring the scores level, and in the final minute Chelsea's Eiður Guðjohnsen scored to seal his team's win. Gillingham were thus eliminated from the FA Cup by Chelsea for the second consecutive season. Hessenthaler commented that "We made it hard for ourselves with our performance in the first half. You could see the difference in the leagues then and their class but we're disappointed with the way we defended". #### Match details Key - In result column, Gillingham's score shown first - H = Home match - A = Away match - pen. = Penalty kick - o.g. = Own goal Results ### League Cup Gillingham entered the 2000–01 Football League Cup in the first round and were paired with Torquay United of the Third Division. In front of a crowd of 2,743, the lowest attendance recorded at Priestfield during the season, Gillingham won the first leg of the two-legged tie 2–0. Torquay won the second leg at their own ground, Plainmoor, 3–2, but Gillingham progressed to the next round by an aggregate score of 4–3. In the second round, Gillingham played Manchester City, the first competitive meeting between the two teams since City defeated Gillingham in the Second Division play-off final in May 1999. Gillingham held their higher-level opponents to a 1–1 draw at Maine Road in the first leg, prompting Oliver Kay of The Times to suggest that City would struggle to win the tie overall, but Gillingham lost the second leg at Priestfield 4–2 and were thus eliminated from the competition. #### Match details Key - In result column, Gillingham's score shown first - H = Home match - A = Away match - pen. = Penalty kick - o.g. = Own goal Results ## Players Twenty-eight players made at least one appearance for Gillingham during the season. Bartram and Hope made the most appearances; both played every one of the team's 52 competitive matches. As they were in the starting line-up for every game and not substituted at any point, both played every minute of competitive football during the team's season. Five players made only one appearance each. Three of them were teenagers from the club's youth team, who were selected to make their debuts for the first team once Gillingham had secured their place in the First Division for another season. Of these, Andrew Crofts would go on to play nearly 200 times for the Gillingham first team and later play in the Premier League and for the Wales national team, but the single appearances made by Mark Lovell and Michael Phillips would prove to be the entirety of the two players' professional careers. Thirteen players scored at least one goal for Gillingham during the season. King was the top scorer with 15 goals, all of them in First Division matches. Two other players reached double figures: Asaba scored 10 league goals and 12 in total and Onuora 9 league goals and 10 in total. a\. Lovell, Phillips and Crofts were not allocated squad numbers until late in the season and were given numbers worn earlier in the season by players who had since left the club. ## Aftermath After the final game of the season, Hessenthaler told the media that his team had exceeded pre-season expectations, saying "to finish 13th is a fantastic effort and we've proved a few pundits and experts wrong". Gillingham's final league position improved in each of the next two seasons, culminating in the club's best ever finish of 11th in the First Division in the 2002–03 season. The team then spent two further seasons in the second tier before being relegated in 2005.
73,593,844
Neptune (Alexander McQueen collection)
1,170,296,495
Fashion collection by Alexander McQueen
[ "2000s fashion", "Alexander McQueen collections", "Ancient Greece in art and culture", "British fashion", "October 2006 events in France" ]
Neptune (Spring/Summer 2006) is the twenty-seventh collection by British designer Alexander McQueen for his eponymous fashion house. It took inspiration from classical Greek clothing, 1980s fashion, and the work of artists influential in that decade. The runway show was staged during Paris Fashion Week on 7 October 2005 at the industrial warehouse of the Imprimerie Nationale. Two main phases were presented, with 56 looks total: the first phase comprised monochrome black clothing, while the second featured a white, green, and gold palette. The collection's clothing and runway show both lacked McQueen's signature theatricality, and critical reception at launch and in retrospect was negative. Items from Neptune appeared in the 2022 exhibition Lee Alexander McQueen: Mind, Mythos, Muse. ## Background British designer Alexander McQueen was known in the fashion industry for his imaginative, sometimes controversial designs and fashion shows that were theatrical to the point of verging on performance art. Sarah Burton, his assistant during much of his career, later recalled that he "just didn't like doing normal catwalk shows". In the years preceding Neptune (Spring/Summer 2006), however, McQueen had reached a point of exhaustion with his career and the fashion industry, at one point saying, "I go in, I do my business, do the parties, and leave." Some critics felt that his work – particularly The Man Who Knew Too Much (Autumn/Winter 2005), which immediately preceded Neptune – had become increasingly conventional, prompting concerns that he was losing his touch for showmanship. Others, believing that McQueen tended to alternate between low-key and spectacular shows, anticipated that Neptune would be a return to extravagance. ## Concept and collection The collection was named for Neptune, the sea god of Roman mythology. The theming was loose, with elements drawn from the clothing of ancient Greece and fashion of the 1980s. There was a notable influence from power dressing, a trend in which women embraced business wear – especially tailored suits and shoulder pads – in order to project a powerful or successful presence in the workplace. In his pre-show statement, McQueen said "I'm bringing sex back to the market. Women want to be excited again". He called Neptune a transitional collection, as he was "trying to find my niche. What do I do best? Sexy tailoring, sexy clothes." Accordingly, many designs were cut to be revealing, with short hemlines, sheer panels, and skin otherwise exposed. Draped garments and column dresses referenced ancient Greek clothing. Look 55 from the runway show referenced the chiton, an ancient Greek garment, but substituted the traditional belt with a panel of beaded mesh, and had a modern miniskirt hemline. Looks 28 and 29, both long slim white dresses, bore similarities to classical caryatid columns as well as dresses from the classical revival of the 19th century. Some garments had decorative elements that displayed creatures from Greek mythology, such as the hippocampus and the phoenix. The clothing in Neptune had clear references to designers whose work helped define the look of the 1980s: Tunisian designer Azzedine Alaïa, who was known for his body-conscious designs, and Italian designer Gianni Versace, whose work has been described as walking a thin line between seductive and tawdry. Critics also saw inspiration from Issey Miyake in the tightly pleated skirts of some ensembles, including Look 13. McQueen cited additional inspiration from fashion photographer Guy Bourdin, artist Jean-Paul Goude, both French, and Jamaican performer Grace Jones, all of whom contributed to the hard, high-glamour look of the 1980s. ## Runway show The runway show for Neptune was staged during Paris Fashion Week on 7 October 2005 at the industrial warehouse of the Imprimerie Nationale. The invitation was a black and white photo of a model in a bubble bath whose nude form was only partially obscured by bubbles. The show's simplicity was an extreme departure from the over-the-top spectacles reviewers had come to expect from McQueen: models walked down an unadorned 30-foot (9 m) concrete runway with stark lighting, posed briefly, then returned without fanfare. It was closer in style to the strapped-budget shows from his early days, such as Nihilism (Spring/Summer 1994). The soundtrack was built from female artists known for their self-confidence: primarily 1980s rock music, represented by songs from Siouxsie and the Banshees and Suzi Quatro, as well as tracks from Ike and Tina Turner, Missy Elliott, and Aretha Franklin. All models were at least 5'11", echoing the trend for Amazonian supermodels of the 1980s. Bare legs and gladiator sandals with stiletto heels further emphasised their stature. Eugene Souleiman styled hair, which was slicked back on top and left to flow in waves across the shoulders. Charlotte Tilbury styled makeup in a "simple and glamorous" style. Some models carried handbags, which McQueen had debuted in the previous season. At the show's end, after the models took their final turn, McQueen appeared to take his bow. He wore a shirt reading "We Love You Kate" as a gesture of public support toward his friend, English supermodel Kate Moss, who at the time of the show was embroiled in a scandal over alleged drug use. Two main phases were presented, with 56 looks total. The first half comprised monochrome black ensembles with white, silver, and grey accents and a focus on tailoring, while the second half involved outfits in a palette of white, green, and gold with a draped "Greek goddess" look. Looks 33, 51, and 54 from the second phase featured metallic bodysuits with extreme cut-outs, suggestive of swimwear. Some reviewers found that the second phase bore similarities to Search for the Golden Fleece, McQueen's 1997 debut as head designer at Givenchy – that collection also took inspiration from Greek mythology and had a gold and white palette. ## Reception Lacking McQueen's signature theatricality, Neptune was poorly received at launch. Reviewers who expected the return of his bombastic runway shows were disappointed by the minimalist experience. Jess Cartner-Morley of The Guardian noted that aside from McQueen's appearance in the Kate Moss shirt, the collection lacked his customary runway "shock tactics". The presentation forced the focus onto the clothing, not necessarily to its benefit. Sarah Mower's review for Vogue was uniformly negative: she found both show and clothing dull. Both the staff writer for Women's Wear Daily and Cathy Horyn of The New York Times commented on the aggressive aesthetic of the collection. Horyn wrote that McQueen had "grasped the notion of sexiness technically but not with feeling or belief". The overly commercial designs led to the assumption that McQueen was designing for sales and producing clothes that lacked his usual artistic flair. Mower stated that she was not criticising McQueen for wanting to sell clothing, but felt that Neptune did not live up to his artistic capabilities. The staff writer for Women's Wear Daily agreed that McQueen might have been designing with sales numbers in mind, suggesting that McQueen was "stifling his brilliance". Horyn compared McQueen and fellow British designer John Galliano – a common occurrence due to their roughly parallel career arcs and similarly maximalist styles – noting that both seemed to be reining in their creativity in favour of commercial appeal that season. Several critics drew unflattering comparisons to costumes from genre fiction. Mower's review reserved particular scorn for the metallic bodysuits, which she wrote had "all the finesse of something left over from an eighties sci-fi TV series". The staff writer for Women's Wear Daily found the collection had failed to achieve the Greek goddess look McQueen was going for, and called it "a meeting of Xena and a well-turned-out sci-fi high priestess". Cartner-Morley described the collection as an "ill-matched" mix between 1970s rock and roll fashion and a Greek goddess look, with a result that looked more like comic book superheroine Wonder Woman. Some reviewers found positive aspects amid their criticism. Women's Wear Daily found the clothing in Neptune "more refined" than in Golden Fleece and called out Look 29, a long white column dress, as potential red carpet wear, saying it should "prove hyper telegenic". Horyn found Look 35, a tailored white trouser suit, to be the "smartest" and "subtlest" in the collection. ## Legacy The collection is viewed with little enthusiasm in retrospect. In her 2012 biography of McQueen, Judith Watt wrote that it "screamed Cinecittà kitsch", referring to the Cinecittà film studio in Rome. In her 2015 book Gods and Kings, Dana Thomas called it a "soulless exercise" indicative of McQueen's late-career malaise, and wrote that the "only thing notable about that show" was the Kate Moss T-shirt. Andrew Wilson does not even discuss the clothing in Blood Beneath the Skin, his 2015 biography of McQueen, mentioning the collection only to note the supportive gesture for Moss. Introducing the collection in Alexander McQueen: Unseen (2016), fashion theorist Claire Wilcox remarked that it was "perhaps the closest McQueen ever got to staging a beauty contest, albeit for superwomen." The retrospective exhibition Alexander McQueen: Savage Beauty did not include any clothing from Neptune in either its 2011 staging at New York's Metropolitan Museum of Art or its 2015 staging at London's Victoria and Albert Museum. Items from Neptune owned by the Los Angeles County Museum of Art appeared in Lee Alexander McQueen: Mind, Mythos, Muse, a 2022 exhibition that explored McQueen's work as it related to art history. Neptune was placed in the "Mythos" section of the exhibition, which examined collections inspired by religion and mythology. The exhibition compared the collection's long white dresses to Caryatids of the Four Continents (c. 1867) by French sculptor Aimé Jules Dalou, noting that both evoked the idea of women as "pillars of strength". Fashion collector Jennifer Zuiker auctioned her McQueen collection in 2020, including at least two pieces from Neptune. A nude bodysuit with severe cut-outs (Look 54) sold for a reported \$3,437, while a green minidress with jewelled accents (Look 56) sold for a reported \$6,875.
27,723,127
Charles Domery
1,172,952,043
Polish soldier and eater
[ "1770s births", "Cannibals", "French military personnel of the French Revolutionary Wars", "Napoleonic Wars prisoners of war held by the United Kingdom", "Place of death unknown", "Polish prisoners of war", "Polish soldiers", "Polyphagia", "Prussian Army personnel", "Year of death unknown" ]
Charles Domery (c. 1778 – after 1800), later also known as Charles Domerz, was a Polish soldier serving in the Prussian and French armies, noted for his unusually large appetite. Serving in the Prussian Army against France during the War of the First Coalition, he found that the rations of the Prussians were insufficient and deserted to the French Army in return for food. Although generally healthy, he was voraciously hungry during his time in the French service, and ate any available food. While stationed near Paris, he was recorded as having eaten 174 cats in a year, and although he disliked vegetables, he would eat 4 to 5 pounds (1.8 to 2.3 kg) of grass each day if he could not find other food. During service on the French ship Hoche, he attempted to eat the severed leg of a crew member hit by cannon fire, before other members of the crew wrestled it from him. In February 1799, the Hoche was captured by British forces and the crew, including Domery, were interned in Liverpool, where he shocked his captors with his voracious appetite: despite being put on ten times the usual rations, he ate the prison cat and at least 20 rats, and would often eat the prison candles. In one experiment, over the course of a day he ate 16 pounds (7.3 kg) of raw cow's udder, raw beef and tallow candles and four bottles of porter, all of which he ate and drank without defecating, urinating, or vomiting. Almost everything known about Domery comes from a 1799 account by Dr. J. Johnston in the Medical and Physical Journal, based largely upon information provided by Dr. Thomas Cochrane. ## Appearance and behaviour Charles Domery (later also known as Charles Domerz) was born in Benche, Poland, in around 1778. From the age of 13, Domery had an unusually large appetite. He was one of nine brothers, all of whom Domery said suffered from the same condition. Domery recalled that his father was a hearty eater and generally ate his meat half-boiled, but was too young to recall the quantity. The only illness Domery was aware of in the family was an outbreak of smallpox in his youth, which was survived by all the family. Despite his unusual diet and behaviour in the presence of food, doctors described Domery as of a normal build, and tall for the period at 6 feet 3 inches (1.91 m). He had long, brown hair and grey eyes, was smooth-skinned, and was described as having a "pleasant countenance". Doctors observing Domery saw no signs of mental illness and although illiterate, he was considered of normal intelligence by his crewmates and by the prison doctors who studied him. Despite eating vast amounts of food, it was noted by the doctors studying him that he never vomited, other than when fed large amounts of roasted or boiled meat. He showed no outward signs of ill health, and doctors observing him noted that his eyes were lively and his tongue clean. His pulse was regular at around 84 BPM, and his body temperature normal. His muscles were normally formed, but observed by doctors to be weaker than usual, although during his time in the army, he had marched 14 French leagues (approximately 25 mi/42 km) in a day with no ill effects. It was observed that immediately after going to bed, generally at about 8:00 pm, Domery would begin to sweat profusely. After one to two hours lying awake and perspiring, he would fall asleep before waking at around 1:00 am extremely hungry, regardless of what he had eaten before going to bed. At this time, he would eat any available food, or if no food was available, he would smoke tobacco. At around 2:00 am, he would go back to sleep, and wake again at between 5:00 and 6:00 am, sweating heavily; as soon as he got out of bed, the sweating would cease, starting again whenever he ate. ## Military service By the age of 13, Domery had enlisted in the Prussian Army, and became part of an army besieging Thionville during the War of the First Coalition. The Prussian Army was suffering from food shortages which Domery found intolerable; he entered the town and surrendered to the French commander who rewarded him with a large melon, which Domery immediately ate, including the rind. He was then given a wide variety of other foodstuffs by the French general, all of which he ate straight away. Domery then enlisted with the French Revolutionary Army, and shocked his new comrades with his unusual eating habits and voracious appetite. Granted double rations, and using his pay to buy additional food whenever possible, he nonetheless suffered from extreme hunger; while based in an army camp near Paris, Domery ate 174 cats in a single year, leaving only the skins and bones, and ate 4 to 5 pounds (1.8 to 2.3 kg) of grass each day if other food was unavailable. He preferred raw meat to cooked; while his favourite dish was a raw bullock's liver, he would eat any available meat. While in service on board the French ship Hoche, a sailor's leg was shot off by cannon fire, and Domery grabbed the severed limb and began to eat it until a crew member wrestled it from him and threw it into the sea. ## Capture In October 1798, a Royal Navy squadron under the command of Sir John Borlase Warren captured the Hoche off the coast of Ireland, and those on board, including Domery, were interned in a prison camp near Liverpool. The British guards were shocked by Domery's appetite, and agreed to place him on double rations. These were insufficient, and his rations were increased until eventually he was granted the rations of ten men each day. Rations for prisoners of war in this period were paid for by the country in whose army the prisoners had served. The standard daily ration for a French prisoner of war was 26 ounces (740 g) of bread, half a pound (230 g) of vegetables and 2 ounces (57 g) of butter or 6 ounces (170 g) of cheese. Domery remained hungry, and was recorded as having eaten the prison cat and at least 20 rats which had strayed into his cell. Domery also ate the medicines of those prisoners in the camp's infirmary who refused to take them, suffering no apparent adverse effects as a result. It was also recorded that he would regularly eat the prison's candles, and that if his ration of beer was exhausted, he would resort to drinking water to wash down his food (to reduce the risk of water-borne disease, troops were issued rations of mildly alcoholic beverages such as small beer and diluted rum, and drinks such as tea and coffee which involved boiling water before drinking). ## Experimental subject The prison commander brought his unusual captive to the attention of the Sick and Hurt Commissioners, the body then responsible for all medical services in the Royal Navy and for overseeing the welfare of prisoners of war. Dr J. Johnston, a member of the commission, and Dr Cochrane, Fellow of the Royal College of Physicians of Edinburgh, performed an experiment to test Domery's eating capacity and tolerance for unusual foods. At 4:00 am, Domery was awakened and fed 4 lbs (1.8 kg) of raw cow's udder, which was eaten without hesitation. At 9:30 am, he was given a meal of 5 lbs (2.3 kg) of raw beef, twelve large tallow candles totalling one pound (453 g), and a bottle of porter, all of which were consumed. At 1:00 pm, Domery was given another meal of a further 5 lbs of beef, a pound (453 g) of candles, and three large bottles of porter, all of which were also eaten and drunk. During the course of the experiment, he did not defecate, urinate or vomit at any point, his pulse remained regular and his skin did not change temperature. Upon Domery's return to his quarters at 6:15 pm following the conclusion of the experiment, he was recorded as being of "particularly good cheer", and danced, smoked his pipe and drank a further bottle of porter. ### Medical explanation for his appetite The cause of Domery's appetite is not known. While there are other documented cases of similar behaviour from this period none of the subjects other than Domery's contemporary Tarrare were autopsied, and there have been no modern documented cases of polyphagia (excessive appetite) as extreme as Domery. Hyperthyroidism can induce an extreme appetite and rapid weight loss, while Bondeson (2006) speculates that Domery possibly suffered from a damaged amygdala or ventromedial nucleus; it is known that injuries to the amygdala or ventromedial nucleus in animals can induce polyphagia. ## Later life and legacy It is not recorded what became of Domery, or of the other Hoche captives, following their internment, and it is not known if he returned to Poland or remained in Liverpool. The case of Charles Domery briefly returned to public notice in 1852 when it came to the attention of Charles Dickens, who wrote of Domery that "Now, it is my opinion, that a man like this, dining in public on the stage of Drury Lane, would draw much better than a mere tragedian, who chews unsubstantial words instead of wholesome beef". ## See also - Tarrare, a French showman and soldier, noted for his unusual eating habits. - Michel Lotito, a French entertainer known as Monsieur Mangetout (Mr. "Eat-All").
30,660
Tucana
1,162,300,805
Constellation in the southern celestial hemisphere
[ "1590s in the Dutch Republic", "Astronomy in the Dutch Republic", "Constellations listed by Petrus Plancius", "Dutch celestial cartography in the Age of Discovery", "Legendary birds", "Southern constellations", "Tucana (constellation)" ]
Tucana (The Toucan) is a constellation of stars in the southern sky, named after the toucan, a South American bird. It is one of twelve constellations conceived in the late sixteenth century by Petrus Plancius from the observations of Pieter Dirkszoon Keyser and Frederick de Houtman. Tucana first appeared on a 35-centimetre-diameter (14 in) celestial globe published in 1598 in Amsterdam by Plancius and Jodocus Hondius and was depicted in Johann Bayer's star atlas Uranometria of 1603. French explorer and astronomer Nicolas Louis de Lacaille gave its stars Bayer designations in 1756. The constellations Tucana, Grus, Phoenix and Pavo are collectively known as the "Southern Birds". Tucana is not a prominent constellation as all of its stars are third magnitude or fainter; the brightest is Alpha Tucanae with an apparent visual magnitude of 2.87. Beta Tucanae is a star system with six member stars, while Kappa is a quadruple system. Five star systems have been found to have exoplanets to date. The constellation contains 47 Tucanae, one of the brightest globular clusters in the sky, and most of the Small Magellanic Cloud. ## History Tucana is one of the twelve constellations established by the Dutch astronomer Petrus Plancius from the observations of the southern sky by the Dutch explorers Pieter Dirkszoon Keyser and Frederick de Houtman, who had sailed on the first Dutch trading expedition, known as the Eerste Schipvaart, to the East Indies. It first appeared on a 35-centimetre-diameter (14 in) celestial globe published in 1598 in Amsterdam by Plancius with Jodocus Hondius. The first depiction of this constellation in a celestial atlas was in the German cartographer Johann Bayer's Uranometria of 1603. Both Plancius and Bayer depict it as a toucan. De Houtman included it in his southern star catalogue the same year under the Dutch name Den Indiaenschen Exster, op Indies Lang ghenaemt "the Indian magpie, named Lang in the Indies", by this meaning a particular bird with a long beak—a hornbill, a bird native to the East Indies. A 1603 celestial globe by Willem Blaeu depicts it with a casque. It was interpreted on Chinese charts as Niǎohuì "bird's beak", and in England as "Brasilian Pye", while Johannes Kepler and Giovanni Battista Riccioli termed it Anser Americanus "American Goose", and Caesius as Pica Indica. Tucana and the nearby constellations Phoenix, Grus and Pavo are collectively called the "Southern Birds". ## Characteristics Irregular in shape, Tucana is bordered by Hydrus to the east, Grus and Phoenix to the north, Indus to the west and Octans to the south. Covering 295 square degrees, it ranks 48th of the 88 constellations in size. The recommended three-letter abbreviation for the constellation, as adopted by the International Astronomical Union in 1922, is "Tuc". The official constellation boundaries, as set by Belgian astronomer Eugène Delporte in 1930, are defined by a polygon of 10 segments. In the equatorial coordinate system, the right ascension coordinates of these borders lie between and , while the declination coordinates are between −56.31° and −75.35°. As one of the deep southern constellations, it remains below the horizon at latitudes north of the 30th parallel in the Northern Hemisphere, and is circumpolar at latitudes south of the 50th parallel in the Southern Hemisphere. ## Features ### Stars Although he depicted Tucana on his chart, Bayer did not assign its stars Bayer designations. French explorer and astronomer Nicolas Louis de Lacaille labelled them Alpha to Rho in 1756, but omitted Omicron and Xi, and labelled a pair of stars close together Lambda Tucanae, and a group of three stars Beta Tucanae. In 1879, American astronomer Benjamin Gould designated a star Xi Tucanae—this had not been given a designation by Lacaille who had recognized it as nebulous, and it is now known as the globular cluster 47 Tucanae. Mu Tucanae was dropped by Francis Baily, who felt the star was too faint to warrant a designation, and Kappa's two components came to be known as Kappa<sup>1</sup> and Kappa<sup>2</sup>. The layout of the brighter stars of Tucana has been likened to a kite. Within the constellation's boundaries are around 80 stars brighter than an apparent magnitude of 7. At an apparent magnitude of 2.86, Alpha Tucanae is the brightest star in the constellation and marks the toucan's head. It is an orange subgiant of spectral type K3III around 199 light-years distant from the Solar System. A cool star with a surface temperature of 4300 K, it is 424 times as luminous as the Sun and 37 times its diameter. It is 2.5 to 3 times as massive. Alpha Tucanae is a spectroscopic binary, which means that the two stars have not been individually resolved using a telescope, but the presence of the companion has been inferred from measuring changes in the spectrum of the primary. The orbital period of the binary system is 4197.7 days (11.5 years). Nothing is known about the companion. Two degrees southeast of Alpha is the red-hued Nu Tucanae, of spectral type M4III and lying around 290 light-years distant. It is classified as a semiregular variable star and its brightness varies from magnitude +4.75 to +4.93. Described by Richard Hinckley Allen as bluish, Gamma Tucanae is a yellow-white sequence star of spectral type F4V and an apparent magnitude of 4.00 located around 75 light-years from Earth. It also marks the toucan's beak. Beta, Delta and Kappa are multiple star systems containing six, two and four stars respectively. Located near the tail of the toucan, Beta Tucanae's two brightest components, Beta<sup>1</sup> and Beta<sup>2</sup> are separated by an angle of 27 arcseconds and have apparent magnitudes of 4.4 and 4.5 respectively. They can be separated in small telescopes. A third star, Beta<sup>3</sup> Tucanae, is separated by 10 arcminutes from the two, and able to be seen as a separate star with the unaided eye. Each star is itself a binary star, making six in total. Lying in the southwestern corner of the constellation around 251 light-years away from Earth, Delta Tucanae consists of a blue-white primary contrasting with a yellowish companion. Delta Tucanae A is a main sequence star of spectral type B9.5V and an apparent magnitude of 4.49. The companion has an apparent magnitude of 9.3. The Kappa Tucanae system shines with a combined apparent magnitude of 4.25, and is located around 68 light-years from the Solar System. The brighter component is a yellowish star, known as Kappa Tucanae A with an apparent magnitude of 5.33 and spectral type F6V, while the fainter lies 5 arcseconds to the northwest. Known as Kappa Tucanae B, it has an apparent magnitude of 7.58 and spectral type K1V. Five arcminutes to the northwest is a fainter star of apparent magnitude 7.24—actually a pair of orange main sequence stars of spectral types K2V and K3V, which can be seen individually as stars one arcsecond apart with a telescope such as a Dobsonian with high power. Lambda Tucanae is an optical double—that is, the name is given to two stars (Lambda<sup>1</sup> and Lambda<sup>2</sup>) which appear close together from the Earth, but are in fact far apart in space. Lambda<sup>1</sup> is itself a binary star, with two components—a yellow-white star of spectral type F7IV-V and an apparent magnitude of 6.22, and a yellow main sequence star of spectral type G1V and an apparent magnitude of 7.28. The system is 186 light-years distant. Lambda<sup>2</sup> is an orange subgiant of spectral type K2III that is expanding and cooling and has left the main sequence. Of apparent magnitude 5.46, it is approximately 220 light-years distant from Earth. Epsilon Tucanae traditionally marks the toucan's left leg. A B-type subgiant, it has a spectral type B9IV and an apparent magnitude of 4.49. It is approximately 373 light-years from Earth. It is around four times as massive as the Sun. Theta Tucanae is a white A-type star around 423 light-years distant from Earth, which is actually a close binary system. The main star is classified as a Delta Scuti variable—a class of short period (six hours at most) pulsating stars that have been used as standard candles and as subjects to study asteroseismology. It is around double the Sun's mass, having siphoned off one whole solar mass from its companion, now a hydrogen-depleted dwarf star of around only 0.2 solar masses. The system shines with a combined light that varies between magnitudes 6.06 to 6.15 every 70 to 80 minutes. Zeta Tucanae is a yellow-white main sequence star of spectral type F9.5V and an apparent magnitude of 4.20 located 28 light-years away from the Solar System. Despite having a slightly lower mass, this star is more luminous than the Sun. The composition and mass of this star are very similar to the Sun, with a slightly lower mass and an estimated age of three billion years. The solar-like qualities make it a target of interest for investigating the possible existence of a life-bearing planet. It appears to have a debris disk orbiting it at a minimum radius of 2.3 astronomical units. As of 2009, no planet has been discovered in orbit around this star. Five star systems have been found to have planets, four of which have been discovered by the High Accuracy Radial Velocity Planet Searcher (HARPS) in Chile. HD 4308 is a star with around 83% of the Sun's mass located 72 light-years away with a super-Earth planet with an orbital period of around 15 days. HD 215497 is an orange star of spectral type K3V around 142 light-years distant. It is orbited by a hot super-Earth every 3 days and a second planet around the size of Saturn with a period of around 567 days. HD 221287 has a spectral type of F7V and lies 173 light-years away, and has a super-Jovian planet. HD 7199 has spectral type KOIV/V and is located 117 light-years away. It has a planet with around 30% the mass of Jupiter that has an orbital period of 615 days. HD 219077 has a planet around 10 times as massive as Jupiter in a highly eccentric orbit. ### Deep-sky objects The second-brightest globular cluster in the sky after Omega Centauri, 47 Tucanae (NGC 104) lies just west of the Small Magellanic Cloud. Only 14,700 light-years distant from Earth, it is thought to be around 12 billion years old. Mostly composed of old, yellow stars, it does possess a contingent of blue stragglers, hot stars that are hypothesized to form from binary star mergers. 47 Tucanae has an apparent magnitude of 3.9, meaning that it is visible to the naked eye; it is a Shapley class III cluster, which means that it has a clearly defined nucleus. Near to 47 Tucana on the sky, and often seen in wide-field photographs showing it, are two much more distant globular clusters associated with the SMC: NGC 121, 10 arcminutes away from the bigger cluster's edge, and Lindsay 8. NGC 362 is another globular cluster in Tucana with an apparent magnitude of 6.4, 27,700 light-years from Earth. Like neighboring 47 Tucanae, NGC 362 is a Shapley class III cluster and among the brightest globular clusters in the sky. Unusually for a globular cluster, its orbit takes it very close to the center of the Milky Way—approximately 3,000 light-years. It was discovered in the 1820s by James Dunlop. Its stars become visible at 180x magnification through a telescope. Located at the southern end of Tucana, the Small Magellanic Cloud is a dwarf galaxy that is one of the nearest neighbors to the Milky Way galaxy at a distance of 210,000 light-years. Though it probably formed as a disk shape, tidal forces from the Milky Way have distorted it. Along with the Large Magellanic Cloud, it lies within the Magellanic Stream, a cloud of gas that connects the two galaxies. NGC 346 is a star-forming region located in the Small Magellanic Cloud. It has an apparent magnitude of 10.3. Within it lies the triple star system HD 5980, each of its members among the most luminous stars known. The Tucana Dwarf galaxy, which was discovered in 1990, is a dwarf spheroidal galaxy of type dE5 that is an isolated member of the Local Group. It is located 870 kiloparsecs (2,800 kly) from the Solar System and around 1,100 kiloparsecs (3,600 kly) from the barycentre of the Local Group—the second most remote of all member galaxies after the Sagittarius Dwarf Irregular Galaxy. The barred spiral galaxy NGC 7408 is located 3 degrees northwest of Delta Tucanae, and was initially mistaken for a planetary nebula. In 1998, part of the constellation was the subject of a two-week observation program by the Hubble Space Telescope, which resulted in the Hubble Deep Field South. The potential area to be covered needed to be at the poles of the telescope's orbit for continuous observing, with the final choice resting upon the discovery of a quasar, QSO J2233-606, in the field. ## See also - Tucana (Chinese astronomy) ## Cited texts
4,515,631
Zombie Nightmare
1,152,974,177
1987 Canadian horror film
[ "1980s Canadian films", "1980s English-language films", "1980s teen horror films", "1987 direct-to-video films", "1987 films", "1987 horror films", "Canadian direct-to-video films", "Canadian films about revenge", "Canadian independent films", "Canadian rock music films", "Canadian supernatural horror films", "Canadian zombie films", "Direct-to-video horror films", "English-language Canadian films", "Films about Voodoo", "Films set in Montreal", "Films shot in Montreal", "Films with screenplays by John Fasano", "Heavy metal films", "New World Pictures films" ]
Zombie Nightmare is a 1987 Canadian zombie film produced and directed by Jack Bravman, written by John Fasano, and starring Adam West, Tia Carrere, Jon Mikl Thor, and Shawn Levy. The film centres around a baseball player who is killed by a group of teenagers and is resurrected as a zombie by a Haitian voodoo priestess. The zombie goes on to kill the teens, whose deaths are investigated by the police. The film was shot in the suburbs of Montreal, Canada. It was originally written to star mostly black actors but, at the request of investors, the characters' names were changed to more typically white names. While Bravman was credited as director, Fasano directed the majority of the film. Problems occurred between Fasano and the production crew, who believed him to be assistant director and ignored his directions. Originally planned for theatrical release, Zombie Nightmare was released direct-to-video by New World Video. It grossed C\$1.5 million against a budget of \$180,000. While it received negative reviews from critics, finding the plot to be predictable and derivative, it was praised for its heavy metal soundtrack featuring Motörhead, Girlschool, and Jon Mikl Thor's band Thor. Zombie Nightmare was shown in a 1994 episode of the comedy television series Mystery Science Theater 3000. ## Plot Baseball player William Washington is fatally stabbed defending a young girl from two teenagers. Years later, William's son Tony also becomes a baseball player. After Tony disrupts a robbery at a grocery store, he is struck and killed by a car full of teenagers: Bob, Amy, Jim, Peter, and Susie. The teens flee the scene and Tony's body is carried to his home, where his mother Louise mourns over him. She contacts Molly Mekembe, the girl William saved, to repay the favour of her rescue. Now revealed to be a Haitian voodoo priestess, Molly resurrects Tony as a zombie and uses her powers to guide him to the teenagers, aiding him in his revenge. The next night, Tony tracks Peter and Susie to an academy gymnasium and fatally breaks Peter's neck, then kills Susie by crushing her skull with a baseball bat. Police detective Frank Sorrell investigates the case. Police Captain Tom Churchman tells the press that the killings were a drug-induced murder-suicide. The next night, Tony finds Jim sexually assaulting a waitress and impales Jim with his bat, killing him. Churchman tells Sorrell that they found a suspect responsible for the murders and closes the case. Believing that the case has not truly been solved, Sorrell investigates photos that place Molly at both incidents. He suggests bringing her in for but Churchman dismissed it. After sending Sorrell home to rest, Churchman calls Jim's father Fred and informs him of Molly's involvement in Jim's death. Fred goes to the police station to meet Churchman, but is killed by Tony en route. Believing that they will be targeted next, Bob and Amy decide to leave town. They steal money from Jim's uncle's garage but Tony finds them there and kills them. Sorrell is attacked by Tony but survives. While monitoring Tony's actions, Churchman abducts Molly and forces her at gunpoint to show him where Tony is going. Sorrell follows Tony to a cemetery. Molly and Churchman soon arrive, with both telling Sorrell that the priestess resurrected Tony to not only avenge himself, but also to avenge Molly, as Churchman and Fred were the teenagers who attacked her years ago and Churchman killed Tony's father. Churchman shoots Tony, having learned that a revived zombie's power fades once it has achieved its goal. Molly tries to cast a spell, but is shot and killed by Churchman, who then turns to kill Sorrell as the only surviving witness. However, a second zombie rises out of a nearby grave and drags Churchman into the ground while Churchman pleads for Sorrell to kill him but he ignores him and walks away. ## Cast ## Production Director Jack Bravman wanted to transition from adult films to horror, and contacted John Fasano after hearing about his work on Blood Sisters. Bravman asked Fasano to write the script and take an uncredited co-directing role. Fasano accepted and wrote the original script to have the teens be black with black-sounding names, setting the film in his hometown of Port Washington, New York, and offering local actors roles for the film. Associate Professor of the University of Lethbridge Sean Brayton described the original concept as "a retribution narrative" of a black character getting revenge on the white perpetrators of his death. The script was later changed to give the teens more white-sounding names because investors were worried that a black-centric cast would not sell in the foreign market. Having written the script on an IBM Selectric II, Fasano typed the white-sounding names onto a page, cut them out with a knife, and glued them to their appropriate places in the script. After the name changes, they received a budget of \$180,000 from investors. Unions in New York did not give the production a permit to film in the state, so filming was moved to Montreal, Quebec. Zombie Nightmare was produced by Montreal-based company Gold-Gems Productions and was the film debut of American actress Tia Carrere. Adam West played the crooked policeman Tom Churchman. West was on the set for two days and glanced at his script during his scenes; Fellow cop Frank Sorrell was played by Frank Dietz, a childhood friend of Fasano. Manuska Rigaud, who played voodoo priestess Molly Mokembe, was a professional Tina Turner impersonator. The role of Tony was originally given to bodybuilder Peewee Piemonte. Days into production, Piemonte was fired for eating all the craft services and the meals of crew members. Piemonte was replaced by Jon Mikl Thor, singer for the Canadian rock band Thor. Wrestler Superstar Billy Graham was originally cast to play Tony's father. On the day he arrived in Montreal, no one came to pick him up at the airport and Graham left after waiting ten hours. Fasano took up the role. Scenes with West and Carrere were directed by Bravman while Fasano shot the majority of the film. Problems occurred between Fasano and the Canadian crew, who believed him to be assistant director and not co-director. This resulted in his directions being ignored by the crew, including cinematographer Roger Racine. Tony Bua and Andy Clement, college friends of Fasano, made the zombie masks and provided the makeup for the film. It took five hours to apply Jon Mikal Thor's makeup, using glue and latex. American cast and crew members were housed in an airport hotel with pornography being played on every television channel, and they noticed that Bravman's name appeared in the credits for many of the films. Zombie Nightmare's editor, David Wellington, received the writing credit for the film so that it would qualify for a Canadian tax credit program. Thor wrote much of the incidental music. This includes heavy metal riffs by his band and synthesizer music played by the band Thorkestra. Several other heavy metal bands contribute to the soundtrack. The Motörhead single "Ace of Spades" plays during the opening credits. Other bands heard on the soundtrack include Virgin Steele, Girlschool, Fist, and Death Mask, and a track by Thor's then-wife and backup singer Rusty Hamilton. ## Reception and legacy ### Release The film was originally planned for a theatrical release by Filmworld Distributors but it was instead released direct-to-video by New World Pictures. It was released in the United States on VHS in October 1987. The film grossed C\$1.5 million worldwide. The film was released on special edition DVD by Scorpion Releasing in 2010. ### Critical reception Steve Bissette for Deep Red Magazine criticized the story for being predictable and derivative. Bissette thought the makeup and production values to be competent and noted Rigaud's "absurd over-the-top performance". Fangoria had praise for the performances of the teen leads and recommended the movie for its heavy metal soundtrack. However, the reviewer considered the film boring, criticizing the lack of special effects and the predictable plot. Ian Jane of DVD Talk wrote that the film was horrible but so "deliciously goofy" one couldn't help but have fun with it. Writing in The Zombie Movie Encyclopedia, academic Peter Dendle called it "painful and toilsome". Bloody Disgusting listed the film among the "cheesiest" of heavy metal horror films. Kerrang! considered the soundtrack to be better than the film itself. Jim Craddock, author of VideoHound's Golden Movie Retriever, summarized the film as "cheap and stupid". ### Mystery Science Theater 3000 Zombie Nightmare was featured in a season six episode of Mystery Science Theater 3000 (MST3K), a cult science fiction comedy television series in which the character Mike Nelson and his two robot friends Crow T. Robot and Tom Servo are forced to watch bad films as part of an ongoing scientific experiment. The episode was first showcased during Comedy Central's "Fresh Cheese" fall 1994 tour around college campuses in the United States. It made its television debut on Comedy Central on 24 November 1994. The episode premiered during the channel's annual Turkey Day marathon of MST3K episodes, which West hosted. In The Amazing Colossal Episode Guide, a series guide written by MST3K members, Mary Jo Pehl described the movie as "painful" and said that the members of the show "thoroughly, intensely, and unequivocally hated this movie". In 2009, Shout! Factory released the episode as part of the "Volume XV" box set, and in 2017, the episode was added to Netflix.
8,560,288
Istiodactylus
1,172,584,543
Genus of istiodactylid pterosaur from the Early Cretaceous
[ "Early Cretaceous pterosaurs of Asia", "Early Cretaceous pterosaurs of Europe", "Fossil taxa described in 2001", "Pteranodontoids" ]
Istiodactylus is a genus of pterosaur that lived during the Early Cretaceous period, about 120 million years ago. The first fossil was discovered on the English Isle of Wight in 1887, and in 1901 became the holotype specimen of a new species, O. latidens (Latin for "wide tooth"), in the genus Ornithodesmus. This species was moved to its own genus, Istiodactylus, in 2001; this name is Greek for "sail finger". More specimens were described in 1913, and Istiodactylus was the only pterosaur known from three-dimensionally preserved fossils for much of the 20th century. In 2006, a species from China, I. sinensis, was assigned to Istiodactylus, but it has also been suggested to belong to a different genus. Istiodactylus was a large pterosaur; estimates of its wingspan range from 4.3 to 5 metres (14 to 16 ft). Its skull was about 45 centimetres (18 in) long, and was relatively short and broad for a pterosaur. The front of the snout was low and blunt, and bore a semicircle of 48 teeth. The triangular teeth were closely spaced, interlocked, and formed a "razor-edged" outline. The lower jaw also had a tooth-like projection that occluded with the teeth. The skull had a very large naso-antorbital opening (which combined the antorbital fenestra and the opening for the bony nostril) and a slender eye socket. Some of the vertebrae were fused into a notarium, to which the shoulder blades connected. It had very large forelimbs, with a wing-membrane distended by a long wing-finger, but the hindlimbs were very short. Until the 21st century, Istiodactylus was the only known pterosaur of its kind, and was placed in its own family, Istiodactylidae, within the group Ornithocheiroidea. Istiodactylus differed from other istiodactylids in having a proportionally shorter skull. The distinctive teeth of Istiodactylus indicate that it was a scavenger that may have used its teeth to sever morsels from large carcasses in the manner of a cookie cutter. The wings of Istiodactylus may have been adapted for soaring, which would have helped it find carcasses before terrestrial carnivores. Istiodactylus is known from the Wessex Formation and the younger Vectis Formation, which represent river and coastal environments that were shared with various pterosaurs, dinosaurs, and other animals. ## History of discovery In 1887, the British palaeontologist Harry G. Seeley described a fossil synsacrum (fused vertebrae attached to the pelvis) from the Wessex Formation of the Isle of Wight, an island off the coast of southern England. Though he compared it with those of dinosaurs and pterosaurs, he concluded that it belonged to a bird (though more dinosaur-like than any known bird), which he named Ornithodesmus cluniculus. The British geologist John W. Hulke suggested later that year that Ornithodesmus was a pterosaur, finding it similar to fossils that he had seen before, but Seeley disagreed. In his 1901 Dragons of the Air, the first popular book about pterosaurs, Seeley reported another specimen (NHMUK R176 at the Natural History Museum in London, formerly BMNH), found by the Reverend William Fox in Atherfield on the Isle of Wight, and acquired by the British Museum in 1882. Specimen NHMUK R176 had been assigned to the species Ornithocheirus nobilis by the English naturalist Richard Lydekker in 1888, but Seeley considered it another species of the genus Ornithodesmus, which he now considered pterosaurian. Seeley named the new species O. latidens; latus is Latin for "wide" and dens means "tooth", a name originally used by Fox and his friends. Seeley presumably assigned the new species to the existing genus due to similarities between their sacra, but with little explanation. Specimen NHMUK R176 is a poorly preserved skeleton consisting of the back of the skull, a neck vertebra, the sternum, the sacrum, the right humerus, the notarium, the left humerus, part of the radius and ulna, carpals, metacarpals, and wing phalanx bones. Though Seeley did not designate a holotype specimen for O. latidens, he described and illustrated parts of NHMUK R176, which makes the 1901 naming valid according to the International Commission on Zoological Nomenclature, and the specimen is considered the holotype today. Later researchers have been mystified by the fact that Seeley described the jaws and teeth of O. latidens and named it after the latter, when the only specimen available in 1901, NHMUK R176, does not appear to have had these elements. Only the back of the skull was listed as present by Lydekker in 1888, but it was rumoured that a set of jaws had been lost from Fox's collection, so it is possible that Seeley had examined them prior to this. In 1913, the British amateur palaeontologist Reginald W. Hooley described two more specimens of O. latidens, collected from the sea after a rockfall near Atherfield Point on the Isle of Wight in 1904, originating from the Vectis Formation. The first of these, NHMUK R3877, was collected as three blocks and consists of a skull, neck and trunk vertebrae, a shoulder blade, an ischium, and parts of the forelimbs. The second specimen, NHMUK R3878, was collected in one block, and includes parts of the pectoral girdle and forelimbs. These specimens represent the most complete remains of Cretaceous pterosaurs found in England, and NHMUK R3877 was one of the only known three-dimensionally preserved pterosaur skeletons for much of the 20th century (pterosaur bones are often flattened compression fossils). Hooley discussed O. latidens in detail, and placed the genus Ornithodesmus in its own family, Ornithodesmidae. His article ended with a discussion wherein it was noted that the palaeontologist Charles William Andrews had expressed doubts as to whether O. latidens belonged in the genus Ornithodesmus, as the vertebrae of the specimen that genus was based on differed markedly from those of Hooley's specimen. The American palaeontologist Samuel W. Williston subsequently reviewed Hooley's article, disagreeing with some of his conclusions about the anatomy and classification of the animal. After Hooley's monograph, little was written about the animal for the rest of the 20th century, and no similar pterosaurs were found for decades. ### New genus and assigned species In 1993, the British palaeontologists Stafford C. Howse and Andrew C. Milner concluded that the holotype sacrum and only specimen of O. cluniculus did not belong to a pterosaur, but to a maniraptoran dinosaur (this conclusion had also been reached independently by the British palaeontologist Christopher Bennett). They pointed out that no detailed attempts had been made to compare the sacrum of O. cluniculus with those of pterosaurs, and that O. latidens had in effect been treated as the type species of the genus Ornithodesmus, with one writer even treating the original species as a synonym of the newer. As a definite species of pterosaurs, "O." latidens therefore required a new genus name. In 2001, Howse, Milner, and David Martill moved "O." latidens to the new genus Istiodactylus; the name is derived from Greek istion, "sail" and daktylos, "finger", referring to the wings of large pterosaurs. They also named the new family Istiodactylidae, with Istiodactylus as the sole member. Additional Istiodactylus specimens were later found on the Isle of Wight, including IWCMS 2003.40, a dentary fragment that may belong to a juvenile, and isolated teeth found through screen washing from 2002 and onwards. During the early 21st century, new types of istiodactylids were reported from China. In 2006, Brian Andres and Ji Qiang named a second species of Istiodactylus, I. sinensis, from the Jiufotang Formation of China (from Greek sino, pertaining to China), based on a partial skeleton. They found it very similar to I. latidens, though much smaller, with a wingspan of 2.7 metres (8.9 ft), and more teeth. In 2006, Lü Junchang and colleagues concluded that I. sinensis was a junior synonym of the istiodactylid Nurhachius ignaciobritoi from the same formation. In 2008, Lü and colleagues instead found Longchengpterus zhaoi to be the sister species of I. sinensis, and suggested that these two may belong to the same species. In 2012, the British palaeontologist Mark P. Witton reported the "rediscovery" of a jaw-piece that belonged to specimen NHMUK R3877, found while he was visiting the museum to photograph the skull. The piece had been neglected in a drawer for a century, perhaps removed shortly after Hooley's 1913 article, and had apparently not been fully prepared until decades later. Though Hooley included an illustration of the piece, it was not incorporated into his reconstruction of the skull, and the skull length he proposed had consequently been repeated by other researchers. Witton attempted to fit the skull together to see if the rediscovered piece would be a bridging element, and sought confirmation from other pterosaur researchers at the museum. He concluded that the jaw-piece represented almost the entire missing portion of the skull (which might only be missing millimetres), and suggested that the skull would have been much shorter than previously assumed, making I. latidens very distinct from other istiodactylids. Witton's updated skull reconstruction was different enough from the skull of I. sinensis for him to conclude they did not belong in the same genus, but he advised against placing I. sinensis in its own genus. Witton pointed out that the two Istiodactylus species had been grouped with Liaoxipterus brachyognathus in previous studies, and that I. sinensis may instead have been a species in the genus Liaoxipterus, or even the same species, since they were found in the same formation and had few differences. He provisionally retained the existing taxonomy, awaiting further investigation of the issue. Witton stated that Istiodactylus specimen NHMUK R3877 remains the most well-preserved istiodactylid skeleton, and that some details of the group's anatomy are known only from it. In 2022, the Chinese palaeontologist Yizhi Xu and colleagues stated that the difference between Liaoxipterus and both species of Istiodactylus was limited, and that their interrelationship warranted further study. Howse and colleagues suggested in 2001 that the now missing holotype jaws of I. latidens may be specimen CAMMZ T706, which was recognised in 1982 by the English palaeontologist Jenny A. Clack, but had no documented history prior to the mid-1960s. In 2021, the Russian palaeontologist Alexander O. Averianov and colleagues suggested that the front ends of an istiodactylid snout and mandible at the Vernadsky State Geological Museum in Moscow, specimen SGM 1810–01, could also be the missing holotype, since analysis of pollen from its matrix showed that it likely came from the Vectis Formation, where I. latidens has been found. It may have entered the Russian collection when a curator of this museum, the Russian geologist Alexey Pavlov and his wife the Ukrainian paleontologist Maria V. Pavlova, visited England in 1888 for the Geological Congress, and again in 1891, possibly acquiring the specimen then. Averianov and colleagues performed CT scans on the specimen, revealing its anatomical details. ## Description Istiodactylus was quite a large pterosaur, with estimates of its wingspan ranging from 4.3 to 5 metres (14 to 16 ft). This makes it the largest known member of its family, Istiodactylidae. Some isolated pterosaur wing-bone fragments that may belong to this genus indicate a wingspan as large as 8 metres (26 ft). The most completely known skull is fragmentary but is thought to have been about 45 centimetres (18 in) in length, based on a long-lost fragment of its jaw reported in 2012. Before this, the skull had been estimated to be 56 centimetres (22 in) long. At 28.5 centimetres (11.2 in), the jaws were less than 80 percent of the skull's length, which is short for a pterodactyloid pterosaur. As a pterosaur, Istiodactylus would have been covered in hair-like pycnofibres, and had extensive wing-membranes, which were distended by a long wing-finger. The skull of Istiodactylus was relatively short and broad compared to most other pterosaurs, and it had a short, low snout-region in front of the nostrils. Much of the skull was occupied by very large naso-antorbital fenestrae (openings which combine the antorbital fenestra and the bony nostril). Unusually, this opening extended past the jaw joint and the back of the mandible. The orbit (eye socket) was reclined and slender, and was capped at the front by a tuberosity. The hind part of the skull was relatively tall, and the skull table bore a low crest or ridge at the front. The snout identified in 2021 revealed that Istiodactylus had a palatal ridge as in other pterosaurs, a feature previously unknown in this genus. The mandibular symphysis (where the two halves of the lower jaw connected) was abbreviated, and the mandible was deepest where the mandibular rami (halves of the lower jaw) diverged. The maxilla of the upper jaw was very slender, and only 6–7 millimetres (0.2–0.3 in) deep. The tip of the beak was rounded, blunt, and heavily built. The tips of the jaws bore a semicircle of 48 teeth which were even in size, triangular, and compressed sideways. The teeth have been described as "petal-like" or "lancet-like". The teeth had sharply pointed crowns and triangular roots that were shorter than the crowns. Most tooth crowns had slightly blunted points, or were somewhat worn. The margins of the tooth crowns were not serrated, but had faint keels. There were 24 upper teeth, restricted to the part in front of the nostril, and 24 lower teeth, restricted to the symphysal region. The upper and lower teeth interlocked, forming a "razor-edged" or "zig-zag" outline. The front teeth were closely spaced, and the hind teeth were more widely spaced, with recesses for the opposing teeth. No replacement teeth have been found in Istiodactylus specimens, unlike other pterosaurs, which is perhaps because they would disrupt the tightly interlocking dentition. A sharp projection between two teeth at the middle front of the mandible has been described as an odontoid (or "pseudo-tooth"), but was previously interpreted as an actual tooth. The odontoid may have been encased in a keratinous covering so that it could occlude with the teeth. Apart from the skull, the skeleton of Istiodactylus was similar to those of other ornithocheiroid pterosaurs. The vertebral column, forelimb, and trunk bones were pneumatised by air sacs. The neural arches of the vertebrae had tall, sloping laminae. The notarium (a structure consisting of fused vertebrae in the shoulder-region of some pterosaurs and birds) consisted of six fused trunk vertebrae, with their neural spines fused into a plate, on which the shoulder blades articulated with a depression on each side. The main part of the sternum was very deep, with a bowed front edge and a shallow, triangular keel. The facets of the sternum that contacted with the coracoids were saddle-shaped and arranged asymmetrically. The humerus (upper arm bone) was stout and had a sharply curved deltopectoral crest. The forelimbs of istiodactylids were large, up to 4.5 times longer than their legs. The long wing-finger may have occupied 50 percent of the wing-skeleton. The hindlimbs were short compared to the forelimbs, and the feet were as long as the small third finger. ## Classification In 1913, Hooley found the skull and teeth of "O." latidens most similar to those of the pterosaurs Scaphognathus and Dimorphodon, and even considered it a modified form of the former. Later writers classified it among the short-tailed pterodactyloids, and from the 1980s and onwards, it was generally found to be closest to Ornithocheirus and Pteranodon, based on computerised phylogenetic analyses. In 2003, two competing schools of pterosaur classification emerged, that of David Unwin and that of Alexander W. Kellner; both found Istiodactylus to be a member of the group Ornithocheiroidea, but the exact configuration and content of this group has varied between studies. Within Ornithocheiroidea, Unwin found Istiodactylidae (which at the time only consisted of Istiodactylus) to group with the toothless Pteranodontidae, whereas Kellner found the family to group with the toothed Anhangueridae. In 2014, Brian Andres and colleagues placed Istiodactylidae in the clade Lanceodontia, which consists of the toothed ornithocheiromorphs, to the exclusion of forms like Pteranodon. Since additional members of the family Istiodactylidae were discovered only in the 21st century, with many of those discoveries occurring in quick succession, the interrelationships and exact content of the group are still unclear and need reappraisal. In 2014, Andres and colleagues placed I. latidens, I. sinensis, and Liaoxipterus in a new subfamily within Istiodactylidae, which they called Istiodactylinae. In 2019, Xuanyu Zhou and colleagues found I. latidens and I. sinensis to be sister taxa, and close to Liaoxipterus. In the same year, Kellner and colleagues created the more inclusive group Istiodactyliformes for the family Istiodactylidae and its closest relatives, such as the new family Mimodactylidae, as shown in the cladogram below. All istiodactylid remains are known from deposits in the Northern Hemisphere, dating from the Barremian–Aptian ages of the Early Cretaceous period. They are distinguished from other pterosaurs by features such as the shape and position of their teeth, broad snouts, narrowed orbits, and large naso-antorbital fenestrae. In addition to the istiodactylids from China, teeth indicate the presence of the group in Spain and the elsewhere in the UK. Two fossils from North America formerly thought to have been similar to istiodactylids are now believed to have been misidentified; a mandible fragment from the Morrison Formation probably belongs to another pterosaur group, and Gwawinapterus is most likely a fish. The Late Cretaceous genus Mimodactylus from Lebanon is the first istiodactyliform known from the supercontinent of Gondwana (which consisted of Africa and South America), with members of the group previously only known from Early Cretaceous sites in Europe and Asia. ## Palaeobiology ### Feeding and diet Based on his 1913 long-jawed reconstruction, Hooley found the beak of Istiodactylus similar to those of birds such as herons, storks, and skimmers, and suggested that Istiodactylus fed on fish, occasionally dipping in water in pursuit of prey. In 1991, the German palaeontologist Peter Wellnhofer compared the front ends of the jaws of Istiodactylus with those of a duck, while noting it was not a "duck-billed pterosaur" (as it has been popularly called), due to its strong teeth. He suggested that the alternately meshing teeth and the broad snout indicated a fish-eating animal. Howse and colleagues found that the distinctive teeth indicated a specialised diet or feeding technique, and instead suggested they could have been used to remove chunks of meat from prey or a carcass in the manner of a "cookie cutter" or by biting and twisting the skull. They also pointed out that the animal was known from continental beds, and may therefore have been a scavenger similar to vultures or marabou storks. In 2010, Attila Ősi agreed that Istiodactylus was able to cut meat in this way, but added that it would not have been able to process food with precisely occluding teeth. In 2012, Witton pointed out that the teeth of Istiodactylus were unlike the enlarged and recurved teeth in pterosaurs such as rhamphorhynchines and ornithocheirids, which were ideal for obtaining slippery prey. Instead, the "razor-edged" teeth would be better suited for shearing food than for grabbing fish. Witton also discussed an unpublished Ph.D. thesis by the German palaeontologist Michael Fastnacht, wherein biomechanical calculations predicted that Istiodactylus filter-fed in a manner similar to ducks. Witton found that Fastnacht had reconstructed the skull incorrectly, for example by making the rostrum too broad and the jaws too long, resulting in a misleading similarity to the skull of a duck. Pointing out that the jaws were dissimilar to the broad, flattened, and spatulate bills of ducks, and that the teeth were not suited for filter-feeding, he dismissed the idea of a duck-like lifestyle for Istiodactylus. Witton elaborated in 2012 and 2013 on the idea that Istiodactylus was a scavenger. Scavenging birds have a mosaic of strong and weak elements in their skulls; they do not have to struggle with their prey, but need to be able to tear and pull morsels from cadavers. These birds also have relatively small eyes compared to predatory birds, as they do not need to search for hiding animals, or to make carefully judged attacks on their prey. Istiodactylus appears to have had large jaw muscles, and therefore a strong bite, and the skull was deep, which would have helped resist bending when pulling flesh. Individual bones of the skull were instead slender and shallow, and the toothrows were short, which indicates Istiodactylus did not have the necessary reinforcements for predation, and did not have to subdue struggling prey. Together, these features indicate Istiodactylus fed on large prey that necessitated strong jaws for processing, yet was also motionless enough so that strain on the jaws and skull could be controlled during feeding. The eyes of Istiodactylus also seem to have been proportionally small, compared to pterosaurs that are presumed to have been predatory (such as ornithocheirids). Witton concluded that among pterosaurs, Istiodactylus appears to have been the best-adapted for a scavenging lifestyle. He envisioned that istiodactylids would have to step back from a carcass if more powerful carnivores were attracted to it, but would return to finish the remains when those animals were satiated. In 2014, Martill suggested that the odontoid at the tip of the lower jaw of Istiodactylus served to fill the space where no tooth was present. This completed an arc-like bite that would have been necessary to sever morsels that would otherwise remain attached by a thread. Martill stated that few other animals are known with teeth similar to those of Istiodactylus, but pointed out the similarity to various types of sharks and reptiles, including the cookiecutter shark, which takes circular bites from fish as well as prey much larger than itself (including whales). Istiodactylus may also have taken circular bites from prey larger than itself (such as dinosaurs and crocodiles), but perhaps also from fish, for example by snapping at their backs near the water surface. Martill stated that there were many differences between the skull of Istiodactylus and extant scavengers, such as the lack of a sharp, pointed beak, which could have made it less capable of tearing flesh, but the long neck may have provided enough pulling power, and the claws on the fingers may have been used to manipulate carcasses. Martill agreed that Istiodactylus was most likely a scavenger that would have used its robust teeth to scrape meat from bones, as indicated by wear-facets on the tooth-tips (he proposed that scratch-marks should be looked for on dinosaur bones). He also suggested that if they were scraping away the last flesh from a carcass, like marabou storks, they would have been in the back of the queue for access to it. In 2020, Jordan Bestwick and colleagues found that Istiodactylus was an obligate consumer of vertebrate animals, probably a carnivore, since it plotted closest to carnivorous reptiles in an analysis of dental microwear texture. ### Locomotion Wing elements of Istiodactylus were used to model pterosaur wing-mechanics by Ernest H. Hankin and David M. S. Watson in 1914, and by Cherrie D. Bramwell and George R. Whitfield in 1974, but the details of istiodactylid flight performance have not been studied. Witton suggested that istiodactylids would have been powerful fliers, due to an enlarged area for downstroke musculature attachments and well-developed pectoral and upper arm bones, and they probably spent much time in the air. Istiodactylids had wing-membranes connected to shortened bodies with short legs and long forelimbs, which may have created large wings with a high aspect ratio and low wing loadings. The wings of the istiodactylid Nurhachius have been compared to those of modern soaring birds (that fly with little flapping), and may have been ideal for low-energy soaring, which is necessary when searching for carrion. Flight is very important to birds that scavenge, as it helps them locate, reach, and eat carcasses before they are found by terrestrial carnivores. The wings of istiodactylids seem to have been shorter than those of other ornithocheiroids, which may have been more adapted to oceanic soaring; their wings may have been more suited for taking off and landing. Modern birds that soar inland have shorter and deeper wings than those that soar over the ocean; the wing shape of istiodactylids indicate that they may have preferred terrestrial settings. Witton also found that due to their relatively slighter flight-musculature, istiodactylids were adapted to launching from the ground like vultures, rather than from water like other ornithocheiroids. He also considered the fact that istiodactylid fossils are mainly found in sedimentary deposits that represent freshwater or brackish water, which received much terrestrial input, evidence that supports the idea of them scavenging in terrestrial settings. Witton found it unlikely that istiodactylids and their relatives were especially proficient on the ground, due to their disproportionate limbs and small appendages, though they may have had relatively large thigh muscles. He also found the feet too small in relation to their body size to have been used for climbing or suspension, as had previously been suggested. ## Palaeoenvironment Istiodactylus is known from the Wessex Formation and the younger, overlying Vectis Formation of the Wealden Group on the Isle of Wight. These formations date from the Barremian to the lower Aptian ages of the Early Cretaceous, about 120 million years ago. It is uncertain from which of these formations the first known specimen was collected, but it may have been the Wessex Formation, where isolated Istiodactylus teeth have been found. The Wessex Formation consists of fluvial (associated with rivers) strata, and was deposited in a meander-belt river system which flowed from west to east and occupied the Wessex Basin. Hooley's specimens were from the Vectis Formation; these specimens are encrusted in pyrite, which is typical for fossils there. The Vectis Formation consists of coastal and near-shore deposits, which were deposited in an environment dominated by tides. During the Early Cretaceous, southern England would have had a mean temperature in the range of 20 to 25 °C (68 to 77 °F). The Wessex Formation would have had a semi-arid climate similar to the modern Mediterranean region. The vegetation of the Wessex Formation was savannah- or chaparral-like, and included Caytoniales, cycads, ginkgos, conifers, and angiosperms. Other pterosaurs from the Wessex Formation include Caulkicephalus, "Ornithocheirus nobilis" (which is considered a dubious species), an undetermined ctenochasmatine, an azhdarchoid, and one or two other undetermined istiodactylids. This diversity is comparable to that seen in other parts of the world during the Early Cretaceous, and the lack of toothless pterosaurs may be due to preservation bias. Dinosaurs from the Wessex Formation include the theropods Ornithodesmus, Neovenator, Aristosuchus, Thecocoelurus, and Calamospondylus; the ornithopods Iguanodon, Hypsilophodon, and Valdosaurus; the sauropods Pelorosaurus and Chondrosteosaurus; and the ankylosaur Polacanthus. Other animals include gastropods, bivalves, bony fishes, chondrichthyes, lissamphibians, lizards, turtles, crocodilians, birds, and mammals. ## See also - List of pterosaur genera - Timeline of pterosaur research
583,193
Wendell Ford
1,161,192,130
American politician (1924–2015)
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Wendell Hampton Ford (September 8, 1924 – January 22, 2015) was an American politician from Kentucky. He served for twenty-four years in the U.S. Senate and was the 53rd Governor of Kentucky. He was the first person to be successively elected lieutenant governor, governor and United States senator in Kentucky history. The Senate Democratic whip from 1991 to 1999, he was considered the leader of the state's Democratic Party from his election to governor in 1971 until he retired from the Senate in 1999. At the time of his retirement, he was the longest-serving senator in Kentucky's history, a mark which was then surpassed by Mitch McConnell in 2009. He is the most recent Democrat to have served as a Senator from the state of Kentucky. Born in Daviess County, Kentucky, Ford attended the University of Kentucky, but his studies were interrupted by his service in World War II. After the war, he graduated from the Maryland School of Insurance and returned to Kentucky to help his father with the family insurance business. He also continued his military service in the Kentucky Army National Guard. He worked on the gubernatorial campaign of Bert T. Combs in 1959 and became Combs' executive assistant when Combs was elected governor. Encouraged to run for the Kentucky Senate by Combs' ally and successor, Ned Breathitt, Ford won the seat and served one four-year term before running for lieutenant governor in 1967. He was elected on a split ticket with Republican Louie B. Nunn. Four years later, Ford defeated Combs in an upset in the Democratic primary en route to the governorship. As governor, Ford made the government more efficient by reorganizing and consolidating some departments in the executive branch. He raised revenue for the state through a severance tax on coal and enacted reforms to the educational system. He purged most of the Republicans from statewide office, including helping Walter Dee Huddleston win the Senate seat vacated by the retirement of Republican stalwart John Sherman Cooper. In 1974, Ford himself ousted the other incumbent senator, Republican Marlow Cook. Following the rapid rise of Ford and many of his political allies, he and his lieutenant governor, Julian Carroll, were investigated on charges of political corruption, but a grand jury refused to indict them. As a senator, Ford was a staunch defender of Kentucky's tobacco industry. He also formed the Senate National Guard Caucus with Missouri senator Kit Bond. Chosen as Democratic party whip in 1991, Ford considered running for floor leader in 1994 before throwing his support to Connecticut's Christopher Dodd. He retired from the Senate in 1999 and returned to Owensboro, where he taught politics to youth at the Owensboro Museum of Science and History. ## Early life Wendell Ford was born near Owensboro, in Daviess County, Kentucky, on September 8, 1924. He was the son of Ernest M. and Irene Woolfork (Schenk) Ford. His father was a state senator and ally of Kentucky Governor Earle C. Clements. Ford obtained his early education in the public schools of Daviess County and graduated from Daviess County High School. From 1942 to 1943, he attended the University of Kentucky. On September 18, 1943, Ford married Jean Neel (1924 - living) of Owensboro at the home of the bride's parents. The couple had two children. Daughter Shirley (Ford) Dexter was born in 1950 and son Steven Ford was born in 1954. The family attended First Baptist Church in Owensboro. In 1944, Ford left the University of Kentucky to join the army, enlisting for service in World War II on July 22, 1944. He was trained as an administrative non-commissioned officer and promoted to the rank of technical sergeant on November 17, 1945. Over the course of his service, he received the American Campaign Medal and the World War II Victory Medal and earned the Expert Infantryman Badge and Good Conduct Medal. He was honorably discharged on June 18, 1946. Following the war, Ford returned home to work with his father in the family insurance business, and graduated from the Maryland School of Insurance in 1947. On June 7, 1949, he enlisted in the Kentucky Army National Guard and was assigned to Company I of the 149th Infantry Regimental Combat Team in Owensboro. On August 7, 1949, he was promoted to Second Lieutenant of Infantry. In 1949, Ford's company was converted from infantry to tanks, and Ford served as a Company Commander in the 240th Tank Battalion. Promoted to First Lieutenant of Armor, he transferred to the inactive Guard in 1956, before being discharged in 1962. ## Political career Ford was very active in civic affairs, becoming the first Kentuckian to serve as president of the Jaycees in 1954. He was a youth chairman of Bert T. Combs' 1959 gubernatorial campaign. After Combs' election, Ford served as Combs' executive assistant from 1959 to 1963. When his mother died in 1963, Ford returned to Owensboro to help his father with the family insurance agency. Although it was speculated he would run for lieutenant governor that year, Ford later insisted he had decided not to re-enter politics until Governor Ned Breathitt asked him to run against Casper "Cap" Gardner, the state senate's majority leader and a major obstacle to Breathitt's progressive legislative agenda. Ford won the 1965 election by only 305 votes but quickly became a key player in the state senate. Representing the Eighth District, including Daviess and Hancock counties, Ford introduced 22 major pieces of legislation that became law during his single term in the senate. In 1967, Ford ran for lieutenant governor, this time against the wishes of Breathitt and Combs, whose pick was state attorney general Robert Matthews. Ford defeated Matthews by 631 votes, 0.2% of the total vote count in the primary. He ran an independent campaign and won in the general election even as Combs-Breathitt pick Henry Ward lost the race for governor to Republican Louie B. Nunn. Republicans and Democrats split the state offices, with five going to Republicans and four going to Democrats. During his time as lieutenant governor, Ford rebuilt the state's Democratic machine, which would help elect him and others, including Senator Walter Huddleston and Governor Martha Layne Collins. When Governor Nunn asked the legislature to increase the state sales tax in 1968 from 3 percent to 5 percent, Ford opposed the measure, saying it should only pass if food and medicine were exempted. Ford lost this battle; the increase passed without exemptions. From 1970 to 1971, Ford was a member of the executive committee of the National Conference of Lieutenant Governors. While lieutenant governor, he became an honorary member of Lambda Chi Alpha Fraternity in 1969. ### Governor of Kentucky At the expiration of his term as lieutenant governor, Ford was one of eight candidates to enter the 1971 Democratic gubernatorial primary. The favorite of the field was Ford's mentor, Combs. During the campaign, Ford attacked Combs' age and the sales tax enacted during Combs' administration. He also questioned why Combs would leave his better-paying federal judgeship to run for a second term as governor. Ford garnered more votes than Combs and the other six candidates combined, and attributed his unlikely win over Combs in the primary to superior strategy and Combs' underestimation of his candidacy. Following the election, Combs correctly predicted "This is the end of the road for me politically." Ford went on to win the governorship in a four-way general election that included another former Democratic governor, A. B. "Happy" Chandler, who ran as an independent. Ford finished more than 58,000 votes ahead of his closest rival, Republican Tom Emberton. With Combs and Chandler both out of politics, factionalism in the Kentucky Democratic Party began to wane. As governor, Ford raised revenue from a severance tax on coal, a two-cent-per-gallon tax on gasoline, and an increased corporate tax. He balanced these increases by exempting food from the state sales tax. The resulting large budget surplus allowed him to propose several construction projects. His victory in the primary had been largely due to Jefferson County, and he returned the favor by approving funds to build the Commonwealth Convention Center and expand the Kentucky Fair and Exposition Center. He also shepherded a package of reforms to the state's criminal justice system through the first legislative session of his term. Ford oversaw the transition of the University of Louisville from municipal to state funding. He pushed for reforms to the state's education system, giving up his own chairmanship of the University of Kentucky board of trustees and extending voting rights to student and faculty members of university boards. These changes generally shifted administration positions in the state's colleges from political rewards to professional appointments. He increased funding to the state's education budget and gave expanded powers to the Council on Higher Education. He vetoed a measure that would have allowed collective bargaining for teachers. Ford drew praise for his attention to the mundane task of improving the efficiency and organization of executive departments, creating several "super cabinets" under which many departments were consolidated. During the 1972 legislative session, he created the Department of Finance and Administration, combining the functions of the Kentucky Program Development Office and the Department of Finance. Constitutional limits sometimes prevented him from combining like functions, but Ford made the reorganization a top priority and realized some savings to the state. On March 21, 1972, the U.S. Supreme Court handed down its ruling in the case of Dunn v. Blumstein that found that a citizen who had lived in a state for 30 days was resident in that state and thus eligible to vote there. Kentucky's Constitution required residency of one year in the state, six months in the county and sixty days in the precinct to establish voting eligibility. This issue had to be resolved before the 1972 presidential election in November, so Ford called a special legislative session to enact the necessary corrections. In addition, Ford added to the General Assembly's agenda the creation of a state environmental protection agency, a refinement of congressional districts in line with the latest census figures and ratification of the recently passed Equal Rights Amendment. All of these measures passed. Despite surgery for a brain aneurysm in June 1972, Ford attended the 1972 Democratic National Convention in Miami Beach, Florida. He supported Edmund Muskie for president, but later greeted nominee George McGovern when he visited Kentucky. The convention was the beginning of Ford's role in national politics. Offended by the McGovern campaign's treatment of Democratic finance chairman Robert Schwarz Strauss, he helped Strauss get elected chairman of the Democratic National Committee following McGovern's defeat. As a result of his involvement in Strauss' election, Ford was elected chair of the Democratic Governors' Conference from 1973 to 1974. He also served as vice-chair of the Conference's Natural Resources and Environmental Management Committee. During the 1974 legislative session, Ford proposed a six-year study of coal liquefaction and gasification in response to the 1973 oil crisis. He also increased funding to human resources and continued his reorganization of the executive branch, creating cabinets for transportation, development, education and the arts, human resources, consumer protection and regulation, safety and justice. He was considered less ruthless than previous governors in firing state officials hired by the previous administration, and expanded the state merit system to cover some previously exempt state workers. Despite the expansion, he was criticized for the replacements he made, particularly that of the state personnel commissioner appointed during the Nunn administration. Critics also cited the fact that employees found qualified by the merit examination were still required to obtain political clearance before they were hired. Ford united the state's Democratic Party, allowing them to capture a seat in the U.S. Senate in 1972 for the first time since 1956. The seat was vacated by the retirement of Republican John Sherman Cooper and won by Ford's campaign manager, Walter Dee Huddleston. Ford's friends then began lobbying him to try and unseat Kentucky's other Republican senator, one-term legislator Marlow Cook. Ford wanted lieutenant governor Julian Carroll, who had run on an informal slate with Combs in the 1971 primary, to run for Cook's seat, but Carroll already had his eye on the governor's chair. Ford's allies did not have a gubernatorial candidate stronger than Carroll, and when a poll showed that Ford was the only Democrat who could defeat Cook, he agreed to run, announcing his candidacy immediately following the 1974 legislative session. A primary issue during the election was the construction of a dam on the Red River. Cook opposed the dam, but Ford supported it and allocated some of the state's budget surplus to its construction. In the election, Ford defeated Cook by a vote of 399,406 to 328,982, completing his revitalization of the state's Democratic party by personally ousting the last Republican from major office. Cook resigned his seat in December so that Ford would have a higher standing in seniority in the Senate. Ford resigned as governor to accept the seat, leaving the governorship to Carroll, who dropped state support for the project, killing it. In the wake of the rapid ascent of Ford and members of his faction to the state's major political offices, he and Carroll were investigated in a corruption probe. The four-year investigation began in 1977 and focused on a state insurance kickback scheme alleged to have operated during Ford's tenure. In June 1972, Ford had purchased insurance policies for state workers from some of his political backers without competitive bidding. State law did not require competitive bidding, and earlier governors had engaged in similar practices. Investigators believed there was an arrangement in which insurance companies getting government contracts split commissions with party officials, although Ford was suspected of allowing the practice for political benefit rather than personal financial gain. In 1981, prosecutors asked for indictments against Ford and Carroll on racketeering charges but a grand jury refused. Because grand jury proceedings are secret, what exactly occurred has never been publicly revealed. However, state Republicans maintained that Ford took the Fifth Amendment while on the stand, invoking his right against self-incrimination. Ford refused to confirm or deny this report. A federal grand jury recommended that Ford be indicted in connection with the insurance scheme, but the U.S. Department of Justice did not act on this recommendation. ### United States Senate Ford entered the Senate in 1974 and was reelected in 1980, 1986 and 1992. In the 1980 primary, Ford received only token opposition from attorney Flora Stuart. He was unopposed in the 1986 and 1992 Democratic primaries. Republicans failed to put forward a viable challenger during any of Ford's re-election bids. In 1980, he defeated septuagenarian former state auditor Mary Louise Foust by 334,862 votes. Ford's 720,891 votes represented 65 percent of the total votes cast in the election, a record for a statewide race in Kentucky. Against Republican Jackson Andrews IV in 1986, Ford shattered that record, securing 74 percent of the votes cast and carrying all 120 Kentucky counties. State senator David L. Williams fared little better in 1992, surrendering 477,002 votes to Ford (63 percent). Ford seriously considered leaving the Senate and running for governor again in 1983 and 1991, but decided against it both times. In the 1983 contest, he would have faced sitting lieutenant governor Martha Layne Collins in the primary. Collins was a factional ally of Ford's, which influenced his decision. In 1991, Ford cited his seniority in the Senate and desire to become Democratic Senate whip as factors in his decision not to run for governor. Early in his career, Ford supported a constitutional amendment against desegregation busing. He also floated a proposal to put the federal budget on a two-year cycle, believing too much time was spent annually on budget wrangling. This idea, based on the model used in the Kentucky state budget, was never implemented. During the Ninety-fifth Congress (1977–1979), he was chairman of the Committee on Aeronautical and Space Sciences. From 1977 to 1983, Ford was a member of the Democratic Senatorial Campaign Committee. He first sought the post of Democratic whip in 1988, but lost to California's Alan Cranston, who had held the post since 1977. Ford got a late start in the race, and a New York Times writer opined that he overestimated his chances of unseating Cranston. Immediately after conceding his loss, he announced he would be a candidate for the position in the next election in 1990. He again faced Cranston in the election, but Cranston withdrew from the race due to a battle with prostate cancer. Ford maintained that he had enough commitments of support in the Democratic caucus to have won without Cranston's withdrawal. When majority leader George J. Mitchell retired from the Senate in 1994, Ford showed some interest in the Democratic floor leader post. Ultimately, he decided against it, choosing to focus instead on Kentucky issues. He supported Christopher Dodd for majority leader. During the Ninety-eighth Congress (1983–1985), Ford served on the Select Committee to Study the Committee System, and he was a member of the Committee on Rules and Administration in the One Hundredth through One Hundred Third Congresses (1987–1995). In 1989, he joined with Missouri senator Kit Bond to form the Senate National Guard Caucus, a coalition of senators committed to advancing National Guard capabilities and readiness. Ford said he was motivated to form the caucus after seeing the work done by Mississippi Representative Sonny Montgomery with the National Guard Association and the National Guard Bureau. Ford co-chaired the caucus with Bond until Ford's retirement from the Senate in 1999. The Kentucky Army Guard dedicated the Wendell H. Ford Training Center in Muhlenberg County, Kentucky in 1998. In 1999, the National Guard Bureau presented Ford with the Sonny Montgomery Award, its highest honor. Missouri senator Thomas Eagleton opined that Ford and Dee Huddleston made "probably the best one-two combination for any state in the Senate." Both were defenders of tobacco, Kentucky's primary cash crop. Ford sat on the Commerce Committee, influencing legislation affecting the manufacturing end of the tobacco industry, while Huddleston sat on the Agriculture Committee and protected programs that benefited tobacco farmers. Both were instrumental in salvaging the Tobacco Price Support Program. Ford got tobacco exempted from the Consumer Product Safety Act and was a consistent opponent of cigarette tax increases. He sponsored an amendment to the General Agreement on Tariffs and Trade that limited the amount of foreign tobacco that could be imported by the United States. Later in his career, Ford split with Huddleston's successor, Mitch McConnell, over a proposed settlement of lawsuits against tobacco companies. Ford favored the package as presented to Congress, which would have protected the price support program, while McConnell favored a smaller aid package to tobacco farmers and an end to the price support program. Both proposals were ultimately defeated, and the rift between Ford and McConnell never healed. As chairman of the Commerce Committee's aviation subcommittee, Ford secured funds to improve the airports in Louisville, northern Kentucky, and Glasgow. The Wendell H. Ford Airport in Hazard, Kentucky is named for him. A 1990 bill aimed at reducing aircraft noise, improving airline safety measures, and requiring airlines to better inform consumers about their performance was dubbed the Wendell H. Ford Aviation Investment and Reform Act for the 21st Century. Of his career in the Senate, Ford said "I wasn't interested in national issues. I was interested in Kentucky issues." Nevertheless, he influenced several important pieces of federal legislation. He sponsored an amendment to the Family Medical Leave Act exempting businesses with fewer than fifty employees. He was a key player in securing passage of the motor voter law in 1993. He supported increases to the federal minimum wage and a 1996 welfare reform bill. A supporter of research into clean coal technology, he also worked with West Virginia senator Jay Rockefeller to secure better retirement benefits for coal miners. Never known as a major player on international issues, Ford favored continued economic sanctions against Iraq as an alternative to the Gulf War. He voted against the Panama Canal Treaty, which he perceived to be unpopular with Kentucky voters. Despite having chaired Bill Clinton's inaugural committee in 1993, Ford broke with the administration by voting against the North American Free Trade Agreement . As he had as governor of Kentucky, Ford gave attention to improving the efficiency of government. While serving on the Joint Committee on Printing during the One Hundred First and One Hundred Third Congresses, he saved the government millions of dollars in printing costs by printing in volume and using recycled paper. In 1998, Virginia senator John Warner sponsored the Wendell H. Ford Government Publications Reform Act of 1998; Ford signed on as a co-sponsor. The bill would have eliminated the Joint Committee on Printing, distributing its authority and functions among the Senate Rules Committee, the House Oversight Committee, and the administrator of the Government Printing Office. It would also have centralized government printing services and penalized government agencies who did not make their documents available to the printing office to be printed. Opponents of the bill cited the broad powers granted to the printing office and concerns about the erosion of copyright protection. The bill was reported favorably out of committee, but was squeezed from the legislative calendar by issues related to the impending impeachment of Bill Clinton. Warner did not return to his chairmanship of the Joint Committee on Printing in the next congress, Ford retired from the Senate, and the bill was not re-introduced. ## Later life Ford chose not to seek a fifth term in 1998, and retired to Owensboro. In 1998 he was named an Honorary Member of the American Library Association. He worked for a time as a consultant to Washington lobbying and law firm Dickstein Shapiro Morin & Oshinsky. At the time of his retirement, Ford was the longest-serving senator in Kentucky history. In January 2009, Mitch McConnell surpassed Ford's mark of 24 years in the Senate. In August 1978, the US 60 bypass around Owensboro was renamed the Wendell H. Ford Expressway. The Western Kentucky Parkway was also renamed the Wendell H. Ford Western Kentucky Parkway during the administration of Governor Paul E. Patton. In 2009, Ford was inducted into the Kentucky Transportation Hall of Fame. Later in life, Ford taught politics to the youth of Owensboro from the Owensboro Museum of Science and History, which houses a replica of his Senate office. On July 19, 2014, the Messenger-Inquirer reported that Ford had been diagnosed with lung cancer. Ford died at his home on January 22, 2015, at the age of 90 from lung cancer, and was buried at Rosehill Elmwood Cemetery. ## See also - Conservative Democrat
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The Heart of Thomas
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Japanese manga series by Moto Hagio
[ "Anime and manga set in Germany", "Fantagraphics titles", "Manga adapted into films", "Moto Hagio", "Romance anime and manga", "Shogakukan manga", "Shōjo manga", "Shōnen-ai anime and manga" ]
The Heart of Thomas (Japanese: トーマの心臓, Hepburn: Tōma no Shinzō) is a 1974 Japanese manga series written and illustrated by Moto Hagio. Originally serialized in Shūkan Shōjo Comic, a weekly manga magazine publishing shōjo manga (manga aimed at young and adolescent women), the series follows the events at a German all-boys gymnasium following the suicide of student Thomas Werner. Hagio drew inspiration for the series from the novels of Hermann Hesse, especially Demian (1919); the Bildungsroman genre; and the 1964 film Les amitiés particulières. It is one of the earliest manga in the shōnen-ai (male-male romance) genre. The Heart of Thomas was developed and published during a period of immense change and upheaval for shōjo manga as a medium, characterized by the emergence of new aesthetic styles and more narratively complex stories. This change came to be embodied by a new generation of shōjo manga artists collectively referred to as the Year 24 Group, of which Hagio was a member. Hagio originally developed the series as a personal project that she did not expect would ever be published. After changing publishing houses from Kodansha to Shogakukan in 1971, Hagio published a loosely-adapted one-shot (standalone single chapter) version of The Heart of Thomas titled The November Gymnasium (11月のギムナジウム, Jūichigatsu no Gimunajiumu) before publishing the full series in 1974. While The Heart of Thomas was initially poorly received by readers, by the end of its serialization it was among the most popular series in Shūkan Shōjo Comic. It significantly influenced shōjo manga as a medium, with many of the stylistic and narrative hallmarks of the series becoming standard tropes of the genre. The series has attracted considerable scholarly interest both in Japan and internationally, and has been adapted into a film, a stage play, and a novel. An English-language translation of The Heart of Thomas, translated by Rachel Thorn, was published by Fantagraphics Books in 2013. ## Synopsis The series is set in the mid-20th century, primarily at the fictional Schlotterbach Gymnasium in the Karlsruhe region of Germany, located on the Rhine between the cities of Karlsruhe and Heidelberg. During Easter holidays, Schlotterbach student Thomas Werner dies after falling off a pedestrian footbridge spanning a railroad track. Although the school's community believes his death to be accidental, his classmate Julusmole "Juli" Bauernfeind receives a posthumous suicide letter from Thomas wherein Thomas professes his love for him; Thomas had unrequited romantic feelings for Juli, who had previously rejected his affections. Though Juli is outwardly unmoved by the incident, he is privately racked with guilt over Thomas' death. He confides in his roommate Oskar Reiser, who is secretly in love with Juli. Erich Frühling, a new student who bears a very close physical resemblance to Thomas, arrives at Schlotterbach shortly thereafter. Erich is irascible and blunt, and resents being frequently compared to the kind and genteel Thomas. Juli believes that Erich is Thomas' malevolent doppelgänger who has come to Schlotterbach to torment him, and tells Erich that he intends to kill him. Oskar attempts to de-escalate the situation, and befriends Erich. They bond over their troubled family contexts: Erich harbors an unresolved Oedipus complex towards his recently-deceased mother, while Oskar's mother was murdered by her husband after he discovered Oskar was the product of an extramarital affair. It is gradually revealed that the root of Juli's anguish was his attraction to both Thomas and Siegfried Gast, the latter of whom was a delinquent student at the school. Juli chose to pursue Siegfried over Thomas, but Siegfried physically abused Juli by caning his back and burning his chest with a cigarette to the point of scarring, and is implied to have raped him. The incident traumatized Juli; likening himself to a fallen angel who has lost his "wings", Juli came to believe he was unworthy of being loved, which prompted his initial rejection of Thomas. Juli, Oskar, and Erich ultimately resolve their traumas and form mutual friendships. Having made peace with his past, Juli accepts Thomas' love and leaves Schlotterbach to join a seminary in Bonn, so that he may be closer to Thomas through God. ## Characters ### Primary characters Thomas Werner (トーマ・ヴェルナー, Tōma Verunā) A thirteen-year-old student at Schlotterbach, beloved by his peers, who refer to him by the nickname "Fräulein". He harbors romantic feelings for Juli, but upon declaring his love for him, is rejected. His suicide, ostensibly motivated by this rejection, serves as the inciting incident for the plot of the series. Julusmole Bauernfeind (ユリスモール・バイハン, Yurisumōru Baihan) A fourteen-year-old student at Schlotterbach, nicknamed Juli (ユーリ, Yūri). The son of a German mother and a Greek father, he faces discrimination from his maternal grandmother as a result of his mixed heritage. Thus, he strives to be a perfect student so that he can one day be someone worth admiring regardless of his physical characteristics: he is the top pupil at Schlotterbach, a prefect, and the student head of the school library. The abuse he suffered at the hands of Siegfried led him to believe that he is unworthy of love, and to reject Thomas's romantic advances. Oskar Reiser (オスカー・ライザー, Osukā Raizā) Juli's fifteen-year-old roommate. He is the illegitimate child of his mother Helene and Schlotterbach headmaster Müller; when Helene's husband Gustav discovered that Oskar was not his child, he shot and killed her. Gustav pretended the death was an accident and abandoned Oskar at Schlotterbach to be cared for by the headmaster. Oskar is aware of the truth of his parentage, but does not admit so openly, and dreams of one day being adopted by Müller. Though Oskar behaves like a delinquent, he possesses a strong sense of responsibility for others: he is one of the few who knows about Juli's past, and becomes one of the first students to befriend Erich. Oskar is in love with Juli, but he rarely admits so and never pushes himself on him. Erich Frühling (エーリク・フリューリンク, Ēriku Furyūrinku) A fourteen-year-old student from Cologne who arrives at Schlotterbach shortly after Thomas' death, and who strongly resembles Thomas. Irascible, blunt, and spoiled, he suffers from neurosis and fainting spells caused by an unresolved Oedipus complex: he deeply loves his mother Marie, who dies in a car accident shortly after his arrival at Schlotterbach. During this time, Juli comforts him and the two become close; Erich eventually falls in love with Juli, and pursues him even as Juli rebuffs him out of guilt for Thomas. By the end of the series, Erich and Juli make peace. ### Secondary characters Ante Löwer (アンテ・ローエ, Ante Rōhe) A thirteen-year-old student at Schlotterbach who is in love with Oskar, and harbors jealously towards Juli as the target of Oskar's affections. He made a bet with Thomas to seduce Juli in hopes of distancing Oskar and Juli; unaware of Thomas' genuine feelings for Juli, he blamed himself when the bet backfired and Thomas killed himself as a result of Juli's rejection. Ante is calculated and spiteful, but eventually matures and admits to the consequences of his actions. Siegfried Gast (サイフリート・ガスト, Seifuriito Gasuto) A former student at Schlotterbach. He is renowned for his intelligence, delinquency, and debauchery, and proclaims himself to be greater than God. Prior to the events of the series, Juli found himself attracted to Siegfried against his better judgement, leading to an incident wherein he was abused and tortured by Siegfried and several other upperclassmen. Siegfried and the upperclassmen were expelled from Schlotterbach as a result. Julius Sidney Schwarz (ユーリ・シド・シュヴァルツ, Yūri Shido Shuvarutsu) The lover of Erich's mother Marie at the time of her death; a car accident in Paris kills Marie and causes Julius to lose one of his legs. He visits Erich and offers to adopt him, to which Erich consents. Gustav Reiser (グスターフ・ライザー, Gusutāfu Raizā) Oskar's legal father. Upon learning that Oskar is not his biological child, he murdered his wife and sent Oskar to Schlotterbach before fleeing to South America. Müller (ミュラー, Myurā) The headmaster of Schlotterbach. A former friend of Gustav's, and Oskar's biological father. ## Development ### Context Moto Hagio made her debut as manga artist in the monthly manga magazine Nakayoshi in 1969 with a comical story, Ruru to Mimi (ルルとミミ, "Lulu and Mimi"). Shōjo manga (comics for girls) of this era were typically sentimental or humorous in tone, marketed towards elementary school-aged girls, and were often centered on familial drama or romantic comedy. As Hagio's artistic and narrative style deviated from typical shōjo manga of the 1960s, her next four submissions to Nakayoshi were rejected. Hagio's debut as a manga artist occurred contemporaneously with a period of immense change and upheaval for shōjo manga as a medium: the 1960s saw the emergence of new aesthetic styles that differentiated shōjo manga from shōnen manga (comics for boys), while the 1970s saw the proliferation of more narratively complex stories that focused on social issues and sexuality. This change came to be embodied by a new generation of shōjo manga artists collectively referred to as the Year 24 Group, of which Hagio was a member; the group was so named because its members were born in or around year 24 of the Shōwa era (or 1949 in the Gregorian calendar). The group contributed significantly to the development of shōjo manga by expanding the genre to incorporate elements of science fiction, historical fiction, adventure fiction, and same-sex romance: both male-male (shōnen-ai and yaoi) and female-female (yuri). Two particular works created by members of the Year 24 Group influenced the development of The Heart of Thomas. The first was In the Sunroom by Keiko Takemiya, which would become the first manga in the shōnen-ai genre and was noted for having male protagonists, an uncommon practice for shōjo manga at the time. The second was The Rose of Versailles by Riyoko Ikeda, which began serialization in the manga magazine Margaret in May 1972; the series became the first major commercial success in the shōjo genre, and proved the genre's viability as a commercial category. Hagio herself began publishing The Poe Clan in March 1972 in Bessatsu Shōjo Comic; the series was not strictly a serial, but rather a series of interrelated narratives featuring recurring characters which functioned as standalone stories. ### Production In 1970, Hagio befriended Norie Masuyama [ja] and manga artist Keiko Takemiya. Masuyama is credited with introducing Hagio and Takemiya to literature, music, and films that would come to heavily influence their manga: Demian, Beneath the Wheel, and Narcissus and Goldmund by Herman Hesse, as well as other novels in the Bildungsroman genre recommended by Masuyama, came to influence Hagio generally and The Heart of Thomas specifically. Hagio has stated that Hesse's works "opened up one by one the dams that had stopped up the water [...] I heard a voice saying 'yes, you can write. Yes, you can express yourself the way you like. Yes, you can exist.'" That same year, Hagio and Takemiya watched the 1964 Jean Delannoy film Les amitiés particulières, which depicts a tragic romance between two boys in a French boarding school. The film inspired Takemiya to create In the Sunroom, while Hagio began to create The Heart of Thomas as a personal project that she did not expect would ever be published. In 1971, Hagio changed publishing houses from Kodansha to Shogakukan, granting her greater editorial freedom and leading her to publish a loosely-adapted one-shot version of The Heart of Thomas titled The November Gymnasium. An early draft of The November Gymnasium relocated the setting of the story from an all-boys school to an all-girls school; unsatisfied with the resulting story, she maintained the male protagonists of the original series and published the adaptation in Bessatsu Shōjo Comic in November 1971. The November Gymnasium depicts a love story between Erich and Thomas, and ends with the latter's death; Oskar also appears, having previously appeared in Hagio's Hanayome wo Hirotta Otoko (花嫁をひろった男) in April 1971, and who would later appear in Sangatsu Usagi ga Shūdan de (3月ウサギが集団で) in April 1972 and Minna de Ocha o (みんなでお茶を) in April 1974. ### Release Following the critical and commercial success of The Rose of Versailles at rival publisher Shueisha, Shūkan Shōjo Comic editor Junya Yamamoto [ja] asked Hagio to create a series of similar length and complexity, initially planned to be serialized over the course of two to three years. Having already drawn roughly 200 pages of The Heart of Thomas, Hagio submitted the series; the first chapter was published in the magazine on May 5, 1974. Three weeks into its serialization, a reader survey found that The Heart of Thomas was the least-popular series in Shūkan Shōjo Comic, prompting editors at the magazine to request that Hagio amend the original two- to three-year timeline for the series to four to five weeks. Hagio negotiated to allow serialization of The Heart of Thomas to continue for an additional month, stating that if the reception was still poor after that time, she would finish the story prematurely. She issued a direct appeal to Shūkan Shōjo Comic's readers, writing in the magazine that The Heart of Thomas was facing cancellation due to its poor survey placement, and launched a sweepstakes in which a random respondent to the magazine's reader survey would receive a piece of original cover artwork from the series. In June 1974, the first tankōbon (collected edition) of Hagio's The Poe Clan was published: it sold out its initial print run of 30,000 copies in three days, an unprecedented sales volume at the time for a shōjo manga series that had not been adapted into an anime. Shogakukan encouraged Hagio to conclude The Heart of Thomas to focus on The Poe Clan, though Hagio insisted on continuing the series. The success of The Poe Clan drew attention to The Heart of Thomas, and by the end of the summer, The Heart of Thomas was ranked as the fifth most popular serialization in Shūkan Shōjo Comic. Assisted by Yukiko Kai, Hagio continued serialization of The Heart of Thomas. The series concluded on December 22, 1974, with 33 weekly chapters published in Shūkan Shōjo Comic. At the time, original manga artwork did not necessarily remain the property of the artist; in the case of The Heart of Thomas, the original artwork for the frontispiece of each chapter were distributed as rewards for a contest in the magazine. In 2019, Shogakukan launched a campaign through its magazine Monthly Flowers to recover the original frontispieces for The Heart of Thomas. Upon its conclusion, Shogakukan collected The Heart of Thomas into three tankōbon published in January, April, and June 1975; they are respectively numbers 41, 42, and 43 of the Flower Comics collection. The series has been regularly re-printed by Shogakukan. In the West, The Heart of Thomas was not published until the 2010s. On September 14, 2011, Fantagraphics Books announced that it had acquired the license to The Heart of Thomas for release in North America. The single-volume hardcover omnibus, translated into English by Rachel Thorn, was released on January 18, 2013. ## Sequels By the Lake: The Summer of Fourteen-and-a-Half-Year-Old Erich (湖畔にて – エーリク十四と半分の年の夏, Kohan nite – Ēriku Jūyon to Hanbun no Toshi no Natsu) is a one-shot sequel to The Heart of Thomas. The story follows Erich as he vacations on Lake Constance with Julius, who is now his adopted father; he later receives a letter from Juli, and is visited by Oskar. The manga was written and illustrated by Hagio, and published in 1976 in the illustration and poetry book Strawberry Fields (ストロベリー・フィールズ, Sutoroberī Fīruzu) published by Shinshokan. The Visitor (訪問者, Hōmonsha) is a one-shot prequel to The Heart of Thomas. The story focuses on Oskar: first while he is on vacation with Gustav prior to arriving at Schlotterbach, and later when he meets Juli for the first time. The manga was written and illustrated by Hagio, and published in the spring 1980 issue of Petit Flower. ## Analysis and themes ### Visual style In The Heart of Thomas, Hagio develops important aspects of the principles of visual composition that have come to define the distinctive aesthetic of shōjo manga. While these principles are not the work of Hagio alone, and instead took shape by degrees through the contributions of many artists beginning in the 1950s, Hagio develops this aesthetic in part by borrowing features from illustrations in pre-World War II Japanese girls' magazines. She references jojōga (lyrical pictures) in particular, a category of illustration which sought to create a mood of sad longing while also scrupulously depicting current trends in fashion. Both jojōga and these shōjo visual principles are directed towards a girls' culture, and seek to heighten an emotional response. Seen significantly in The Heart of Thomas, these principles include characters externalizing their thoughts by associating freely or by doing so deliberately in a commentary; comic panels without borders; scenes displayed in slanting frames that overlap; visual metaphor; and backgrounds that arouse strong emotion. For example, facial features in manga are not typically drawn to scale, with younger and female characters drawn with more rounded cheeks and eyes relative to older and male characters; the principal characters of The Heart of Thomas often have oversized and sparkling eyes, and wear attire that obscures their body contours. Kathryn Hemmann, a scholar of Japanese fiction and graphic novels, interprets these visual metaphors to communicate the defenseless and guileless natures of the characters, and their pursuit of love unencumbered by sexuality. Folklorist Kanako Shiokawa comments on the use of emotive backgrounds as influencing the shōjo artistic convention of illustrations where blossoming flowers are crowded behind the large-eyed characters. Deborah Shamoon, a scholar of manga and animation, downplays the focus on character and background design to consider the primacy of interior monologues in The Heart of Thomas, which are disconnected from speech balloons. The monologues are fragmented and scattered across the page, which Shamoon compares to poetry and the writing style of Nobuko Yoshiya, and accompanied by images, motifs, and backgrounds that often extend beyond the edges of panels or overlap to form new compositions. Shamoon describes these compositions as "melodramatic stasis" – the action stops so that the monologue and images can communicate the inner pathos of the characters. She argues that these techniques create a three-dimensional effect that "lends both literal and symbolic depth to the story." Bill Randall of The Comics Journal considers how these moments allow the reader to directly access the emotions of the characters, "encouraging not a distanced consideration of the emotion, but a willing acceptance" of them. ### Gender The primary male characters of The Heart of Thomas are drawn with facial features typical of female characters, their maleness marked visually only in their shorter hair and boys' school uniforms. This artistic device led the poet Takaaki Yoshimoto to remark to Hagio that despite her characters being male, they appeared female to him. Hagio had set an early draft of The November Gymnasium in an all-girls school, but ultimately published the series with the original all-boys setting of The Heart of Thomas, explaining later, "Boys in shōjo manga are at their origin girls, girls wishing to become boys and, if they were boys, wanting to do this or do that. Being a boy is what the girls admire." Echoing Hagio, art critic Midori Matsui describes the boys of The Heart of Thomas as displaced versions of girls who are granted the ability to express their thoughts fluently and their desires uninhibitedly, counterbalancing the absence of these attributes in the conventional depictions of girls in shōjo manga. Matsui considers that this representation appeals to Japanese adolescent female readers by harking back to a sexually undifferentiated state of childhood, while also allowing them to vicariously contemplate the sexual attractiveness of males. Graphic designer and manga scholar Kaoru Tamura compares the androgynous appearance of the boys of The Heart of Thomas to the titular character of Little Lord Fauntleroy by Frances Hodgson Burnett, which was translated into Japanese by Wakamatsu Shizuko. A notable exception to this artistic convention of depicting male characters with female attributes is Siegfried, who is drawn as masculine – taller, with hollow cheeks and oval eyes – even though his hair is unusually long. According to Nobuko Anan, a scholar of Japanese visual arts and gender, Siegfried's physical appearance renders him "as the Other, or a 'man,' in this space of 'girls.'" Anan considers Siegfried's abuse of Juli to signify the rape of a woman by a man, and compares Juli's ability to overcome this trauma through his friendship with Oskar and Erich to women who overcome the trauma of rape with the support of other women. Japanese studies scholar Kathryn Hemman considers The Heart of Thomas to constitute an allegory for the protection offered to young women by traditional gender roles in the 1970s and the loss of identity that comes with the assumption of these roles, noting that Juli, Oskar, and Erich eventually relinquish gender amorphousness to assume more traditionally masculine rules. James Welker considers depictions of gender and sexuality in The Heart of Thomas to be underlain by "lesbian panic," or the inability or unwillingness to face lesbian desire. He cites as evidence Juli's confused reaction to Thomas's suicide note; Juli's extreme response to the presence of Thomas's look-alike Erich; and the early all-girls version of The November Gymnasium, which Hagio discarded and later described as iyarashii (嫌らしい, "disgusting"). Welker interprets Hagio's usage of iyarashii as reflective of her anxiety about lesbian love. Mark McLelland, sociologist and cultural historian of Japan at the University of Wollongong, believed that Hagio depicted the primary characters of The November Gymnasium and The Heart of Thomas as male to free her readers from the same anxiety. Deborah Shamoon posits that Hagio may have been referring to the Class S literary genre that depicts intimate relations between females, and that iyarashii might have been in reference to the old-fashioned and rigid conventions of that genre. ### Religion and spiritual love Deborah Shamoon notes that although the gymnasium surroundings of The Heart of Thomas are represented with realism, the imaginative use of ghosts, angels, Biblical legends, and apparitions evokes a Gothic atmosphere. Supernatural objects and themes, in her view, represent not only the inner conflicts created by spiritual love but also reveal it as a force beyond ordinary rational understanding. Figures from the Old Testament and Greek mythology appear as symbolic representations: Juli is drawn as the angel Gabriel when he reveals to Erich his history of abuse, angels appear throughout the series to symbolize the thoughts of characters, and the eighth chapter frontispiece personifies the Moirai as a young girl holding a spool of yarn. Tamura notes that Hagio, who is not Christian, presents Christian concepts in a manner that suggests inspiration from the animistic and polytheistic religious traditions of Japan. For example, Oskar remarks to Erich that Thomas was possessed by Amor, the Roman god of love, and that his suicide released the spirit. Although Amor is often depicted as an angel in Western art, Tamura notes that Hagio manifests Amor in a manner that is reminiscent of a Japanese kami (spirit), such as inhabiting the air, a landscape, or a character in the story. Like Hesse's Demian, The Heart of Thomas is a Bildungsroman about spiritual education during formative years. Welker writes that Juli's character arc of being unable to love, befriending Erich, and leaving the school environment of Schlotterbach is one that is consistent with a "Bildungsroman paradigm." Shamoon notes that unlike other manga works of the 1970s that feature male-male romance, The Heart of Thomas does not overtly depict sex; she argues that by depicting its characters maturing through spiritual and familial love rather than romantic and sexual love, The Heart of Thomas functions as a "transitional work" between "childish" shōjo narratives typical of the 1970s and earlier (such as Paris–Tokyo by Macoto Takahashi and Candy Candy by Kyoko Mizuki and Yumiko Igarashi, the latter of which Shamoon notes depicts "idealized romantic love in a heterosexual framework"), and shōjo manga from the mid-1970s and onward that targeted an older readership. Thorn similarly contrasts the focus on spiritual love in The Heart of Thomas to Kaze to Ki no Uta and the works of Keiko Takemiya, which focus primarily on physical love. In further similarity to Demian, The Heart of Thomas explores the concept of rebirth through destruction, though The Heart of Thomas reverses Demian'''s chronology: while Demian concludes with its protagonist's epiphany, The Heart of Thomas begins with Thomas' epiphany, which leads to his suicide. Thorn notes this reversal with regards to the influence of the film Les amitiés particulières, which also inspired the manga: while Les amitiés particulières concludes with a suicide, "the cause of which is obvious, Hagio begins with a suicide, the cause of which is a mystery." Commenting on the unresolved nature of Thomas' suicide in a 2005 interview with The Comics Journal, Hagio stated: > "If I had written [The Heart of Thomas] after the age of thirty, I probably would have worked out some logical reason for [Thomas] to die, but at the time I thought, 'He doesn't need a reason to die.' [Laughs.] I could have said that he died because he was sick and didn't have long to live anyway, or something like that. At the time, I thought, how one lives is important, but how one dies might be important, too, and so that's how I wrote it. In a sense, that mystery of why he had to die is never solved, and I think that unsolved mystery is what sustains the work." Manga critic Aniwa Jun interprets Thomas' suicide not as a selfish act motivated by Juli's rejection, but as a "longing for super power, yearning for eternity, an affirmation and sublimation of life to a sacred level." Shamoon concurs that Thomas' death is "not so much as an act of despair over his unrequited love for Juli, but as a sacrifice to free Juli's repressed emotions." She argues that Juli as a character "represents the triumph of spiritual love over the traumas of adolescence and specifically the threat of sexual violence," and that his decision to join a seminary at the conclusion of the series represents his acceptance of "spiritual love (ren'ai) at its most pure [...] a transcendent, divine experience, separated from physical desires." ## Reception and legacy The Heart of Thomas is considered a seminal work of both shōnen-ai and shōjo manga, and came to strongly influence shōjo manga works that followed it. Randall notes how many of the stylistic hallmarks of the series, such as characters depicted with angel's wings or surrounded by flower petals, became standard visual tropes in the shōjo genre. Shamoon argues that the use of interior monologue in The Heart of Thomas, which was later adapted by other series in shōjo genre, became the main marker distinguishing shōjo manga from other types of manga. Thorn notes that the themes and characters of The Heart of Thomas are also present in Hagio's 1992 manga series A Cruel God Reigns, describing the series as "the adult version" of The Heart of Thomas. In reviews of The Heart of Thomas in the mainstream and enthusiast English-language press, critics have praised the series' artwork, narrative, and writing. Writing for Anime News Network, Jason Thompson praises its "'70s shojo artwork", along with the "dreamlike sense of unreality" in Hagio's dialogue. In a separate review for Anime News Network, Rebecca Silverman similarly praises the "willowy" and dramatic 1970s-style artwork, particularly Hagio's use of collage imagery, Writing for Comics Alliance, David Brothers favorably compares the melodrama of the series to Chris Claremont's Uncanny X-Men and commends its character-driven drama. Publishers Weekly described the series' romance elements as "engaging but nearly ritualized," but praised Hagio's "clear art style and her internally dark tone." Among Japanese critics, literary critic Osamu Hashimoto [ja] was among The Heart of Thomas' earliest detractors, describing the series as a "failed [boys'] Bildungsroman." In a responding review in her 1984 book Chōshōjo, literary critic Chizuru Miyasako [ja] contended that The Heart of Thomas is not a boys' Bildungsroman but rather a work in which boys are written as allegorical girls (see Gender above); she praises the series as an example of "anti-shōjo" that seeks to offer commentary on the lives of girls in patriarchal and hierarchical structures. In the contemporary Japanese press, Rio Wakabayashi of Real Sound (website) [Real Sound; リアルサウンド\_(ニュースサイト)] praised the series for raising shōjo manga to the "realm of literature" through the depth of its plot and characterization, while Haru Takamine of Christian Today (Japanese newspaper) [Christian Today; クリスチャントゥデイ] cited the series as a positive depiction of Christianity in manga through its portrayal of sacrifice and unconditional love. As one of the first ongoing serialized manga in the shōnen-ai genre, The Heart of Thomas is noted for its impact on the contemporary boys' love genre. In her survey of boys' love authors, sociologist Kazuko Suzuki found that The Heart of Thomas was listed as the second-most representative work in the genre, behind Kaze to Ki no Uta by Keiko Takemiya. The manga has attracted significant academic interest, and during the 2010s was one of the most studied and analyzed manga by Western academics. Shamoon notes that much of the Western analysis of The Heart of Thomas examines the manga from the perspective of contemporary gay and lesbian identity, which she argues neglects the work's focus on spiritual love and homosociality in girls' culture. ## Adaptations The Heart of Thomas was loosely adapted into the 1988 live-action film Summer Vacation 1999, directed by Shusuke Kaneko and written by Rio Kishida. The film follows four boys who live alone in an isolated and seemingly frozen-in-time boarding school; the film utilizes a retrofuturistic style, with Kaneko stating that as the original series is not a wholly realist story, he chose to reject realism for its adaptation. The four principal characters are portrayed by female actors in breeches roles, who are dubbed over by voice actors performing in male voices. The film was adapted into a novel by Kishida, which was published in 1992 by Kadokawa Shoten. In 1996, the theater company Studio Life [ja] adapted The Heart of Thomas into a stage play under director Jun Kurata. The adaption is considered a turning point for the company: it began staging plays with male actors exclusively, integrated shingeki (realist) elements into its productions, and changed its repertoire to focus primarily on tanbi (male-male romance) works. The play became one of Studio Life's signature plays, and is regularly performed by the company. The Visitor, the prequel to The Heart of Thomas, has also been adapted by the company. Writer Riku Onda began to adapt The Heart of Thomas into a prose novel in the late 1990s, but ultimately deviated from the source material to create the original novel Neverland (ネバーランド, Nebārando), which was serialized in the magazine Shōsetsu Subaru from May 1998 to November 1999 and published as a novel in 2000. Hiroshi Mori, who cites Hagio as among his major influences, adapted the manga into the novel The Heart of Thomas – Lost Heart for Thoma'' (トーマの心臓 – Lost heart for Thoma), which recounts the events of the manga from Oskar's point of view. It was published on July 31, 2009, by the publishing house Media Factory. The cover and frontispiece of the novel are illustrated by Hagio, while prose from the original manga is inserted into the novel as epigraphs to each chapter.
41,063,509
William Beach Thomas
1,169,403,056
British author and war correspondent (1868–1957)
[ "1868 births", "1957 deaths", "Alumni of Christ Church, Oxford", "British nature writers", "Daily Mail journalists", "English war correspondents", "Knights Commander of the Order of the British Empire", "Knights of the Legion of Honour", "Masters of Dulwich College", "People educated at Shrewsbury School", "People from Godmanchester", "People from Hamerton", "People from Wheathampstead", "The Observer people", "The Spectator people", "War correspondents of World War I" ]
Sir William Beach Thomas, KBE (22 May 1868 – 12 May 1957) was a British author and journalist known for his work as a war correspondent and his writings about nature and country life. Thomas was the son of a clergyman in Cambridgeshire. He was educated at Shrewsbury School and Christ Church, Oxford, before he embarked on a short-lived career as a schoolmaster. Finding that work unpleasant, he turned his attention to writing articles for newspapers and periodicals and began to write books. During the early part of the First World War, Thomas defied military authorities to report news stories from the Western Front for his employer, the Daily Mail. As a result, he was briefly arrested before being granted official accreditation as a war correspondent. His reportage for the remainder of the war received national recognition, despite being criticised by some and parodied by soldiers. His book With the British on the Somme (1917) portrayed the English soldier in a very favourable light. Both France and Britain rewarded him with knighthoods after the war, but Thomas regretted some of his wartime output. Thomas's primary interest as an adult was in rural matters. He was conservative in his views and after the Second World War feared that the Labour government regarded the countryside only from an economic perspective. He was an advocate for the creation of national parks in England and Wales and mourned the decline of traditional village society. He wrote extensively, particularly for The Observer newspaper and The Spectator, a conservative magazine. His book The English Landscape (1938) included selections from his contributions to Country Life magazine. ## Childhood and education William Beach Thomas was born on 22 May 1868 in Godmanchester, in the county of Huntingdonshire, England. He was the second son of Daniel George Thomas and his wife, Rosa Beart. In 1872, his father was appointed rector of Hamerton and the countryside location of that parish inspired an affection in Beach Thomas which greatly influenced his later observational writings about natural history and rural subjects. Beach Thomas was not a hyphenated double-barrelled name; he used his middle name, Beach, as part of his name as a writer, and in the Oxford Dictionary of National Biography his name is "Thomas, William Beach". Thomas attended Shrewsbury School from 1882. He was a keen sportsman there and was appointed huntsman to the Royal Shrewsbury School Hunt, the world's oldest cross-country running club. He continued his interest in sports after earning an exhibition to Christ Church, Oxford, in 1887 and became a blue, representing the university in various running events over several years. He became president of the Oxford University Athletics Club and played association football, rugby union, and cricket at college level. J. B. Atkins, who competed against him for the University of Cambridge athletics team, said: "With his stately height and gigantic stride, he was magnificent in action; his final effort, always, triumphant, when he saw the goal of all, the tape, waiting for him, was a sight never to be forgotten – though I had a strong reason for regretting it at the time." His exhibition was superseded by a scholarship but he was not academically successful, managing only a third-class degree. ## Early career Athletic prowess and the time spent in achieving it may have contributed to Thomas's poor academic performance, but probably also assisted him in getting his first job. He taught at Bradfield College, a public school, after leaving Oxford in 1891. Although he described teaching as "uncongenial", he subsequently took a similar position at Dulwich College in 1897, where he remained until the following year. Journalism became the object of his interest; he contributed columns for The Globe, The Outlook and The Saturday Review, as well as for many other publications of which he was not a member of staff. He also wrote a book entitled Athletics, published by Ward Lock & Co in 1901, following his contribution of a chapter titled "Athletics and Schools" to the Athletics volume in the Badminton Library series, published by Longman, Green & Co in 1900 and edited by Montague Shearman. He became a regular reviewer for The Times Literary Supplement from its formation in 1902. The Daily Mail took on Thomas as a writer of material relating to the countryside. Lord Northcliffe, who owned the newspaper, recognised that Thomas needed to live in a rural environment if he was to perform his duties well. This understanding delighted Thomas, because it meant he could limit his visits to London. He moved to the Mimram Valley in Hertfordshire, and thereafter held Northcliffe in high regard. Thomas reported on the 78th meeting of the British Association in Dublin in 1908. Thomas's From a Hertfordshire Cottage was published in 1908, followed by a three-volume collaboration with A. K. Collett, The English Year (1913–14). He did not entirely abandon his interest in athletics and was one of those in Britain who criticised his country's poor performance in the 1912 Olympic Games. Writing that the Olympics were by then being seen as a measure of "national vitality", he explained > We could not run, so it appeared, either long distances or short; we could not jump either broad or high; we could not throw the javelin ... The men accepted defeat as if the Olympic Games were a competition of parlour tricks in a provincial drawing-room. ## War correspondent The Daily Mail sent Thomas to France as a war correspondent during the First World War. Many newspapers were keen to support the war effort and to take advantage of the demand for news from the front. The British military authorities were opposed to the presence of journalists, preferring instead to control the media by issuing official press releases. Lord Kitchener in particular was opposed to their presence, having had bad experiences of journalists during the South African War. He formed a press bureau headed by F. E. Smith, and demanded that all reports be channelled through the bureau, for review by censors; the resulting output was bland and impersonal. The newspapers countered with subterfuge. Thomas was one of several journalists who managed to reach the front lines in Belgium. He was discovered there and imprisoned for some time by the British Army. He described the episode as "the longest walking tour of my life, and the queerest". Even these early unapproved reports, which consisted mostly of human interest stories because there was little opportunity for contact with the British Expeditionary Force, were censored at home owing to a paradox that Thomas described: "the censors would not publish any article if it indicated that the writer had seen what he wrote of. He must write what he thought was true, not what he knew to be true." When the British government relented in mid-1915, having been warned by Theodore Roosevelt that the reporting limitations were affecting public opinion in the United States, Valentine Williams became the Daily Mail's first accredited war correspondent. No longer in prison, Thomas resumed his war reporting in December of the same year, when Williams enlisted in the Irish Guards. As with the other accredited journalists, Thomas was paid by the War Office rather than by his newspaper, and all the correspondents were assured that they would be able to publish memoirs of their service to offset the differential between an officer's pay and that of a journalist. Thomas filed reports from places such as the Somme in a format matching that of his colleagues, who regularly played down the unpleasant aspects of the conflict, such as the nature of death. His reports were published in the Daily Mirror as well as the Daily Mail. The soldiers derided the attempts that were made to indoctrinate them, but the British public was more susceptible. Philip Gibbs, a fellow war correspondent, noted that he and his colleagues "identified absolutely with the Armies in the field ... There was no need of censorship in our despatches. We were our own censors." The journalistic support for the cause was appreciated by military commanders such as Douglas Haig, who saw the propaganda generated by the correspondents as an integral part of the Allies' efforts. Haig eventually went so far as to ask Gibbs and Thomas to produce his own weekly news-sheet. Public opinion at home may have been mollified, even uplifted, by the efforts of the correspondents, but the morale of the troops was not, despite the high demand among them for newspapers from home. One soldier, Albert Rochester, was court martialled for attempting to send to the Daily Mail a letter that stated the realities as he saw them and was critical of Thomas's work, noting the "ridiculous reports regarding the love and fellowship existing between officers and men". Thomas himself later regretted his wartime reports from the Somme, saying, "I was thoroughly and deeply ashamed of what I had written for the good reason that it was untrue ... the vulgarity of enormous headlines and the enormity of one's own name did not lessen the shame." Northcliffe's brother, Lord Rothermere, expressed frustration with the war correspondents: "They don't know the truth, they don't speak the truth, and we know that they don't." Stephen Badsey, a historian who specialises in the First World War, has noted that their situation was not easy as they "found themselves as minor players trapped in a complicated hierarchical structure dominated by politicians, generals and newspaper owners". Thomas received particular opprobrium. Paul Fussell, the historian, describes him as "notoriously fatuous" during the war period. Peter Stothard, editor of The Times between 1992 and 2002, describes him as "a quietly successful countryside columnist and literary gent who became a calamitous Daily Mail war correspondent" and believes that he may have been the inspiration for the character of William Boot in Evelyn Waugh's novel Scoop. John Simpson, a war correspondent, describes Thomas as "charming but unlovable" and thinks that the soldiers despised him more than they did the other British war correspondents, even though all those journalists were playing a similar disinformation role. They considered his writing to be a trivialisation of the realities of war, jingoistic, pompous and particularly self-promoting, often giving the reader an impression that he was writing from the battlefield when in fact he was being fed information of dubious value by the military authorities while based in their headquarters. An example of Thomas's reporting is as follows: > Soon after 6 pm the spasmodic barking of the night-time cannonade (now normal in spite of its intensity) gave place to a "kettle-drum bombardment". The "fun" was "fast and furious" and two minutes after the orchestra opened our men leaped from their trenches. They were not unaccompanied. In spite of the harvest moon, we had brought up a certain number of armoured cars which the moonlight transformed into fantastic monsters ... "Autos blindés" is the French term. They looked like blind creatures emerged from the primeval slime. To watch one crawling round a battered wood in the half-light was to think of "the Jabberwock, with eyes of flame" that: "Came whiffling through the tulgey wood,/ And burbled as it came!" Thomas's style was parodied using the by-line of Teech Bomas in the Wipers Times, a trench newspaper, but he was lauded by the readers back in Britain. One example from the Wipers Times, based on a report published in the Daily Mail of 18 September 1916, reads: > In the grey and purple light of a September morn [the first tanks used in war] went over. Like great prehistoric monsters, they leapt and skipped with joy when the signal came. It was my great good fortune to be a passenger on one of them. How can I clearly relate what happened? All is one chaotic mingling of joy and noise. No fear! How could one fear anything in the belly of a perambulating, peripatetic progolodymythorus. Wonderful, epic, on we went, whilst twice a minute the 17in. gun on the roof barked out its message of defiance. At last, we were fairly in amongst the Huns. They were around us in millions and in millions they died ... With a triumphant snort we went through Bapaume pushing over the church in a playful moment and then steering a course for home, feeling that our perspiring proglodomyte had thoroughly enjoyed its run over the disgruntled, discomfited, disembowelled earth. And so to rest in its lair ready for the morrow and what that morrow might hold. I must get back to the battle. In 1918, William Beach Thomas published a book based on his wartime experiences, entitled With the British on the Somme. It was a favourable depiction specifically of the English soldier, somewhat contrary to the official line that tried to emphasise that this was a British war rather than an English one. A review in The Times Literary Supplement noted that Thomas > rightly emphasised the feats of the English soldier ... as distinct from the Scot, the Irishman or the Colonial. This is as it should be, for the average newspaper reader of late months, even years, has been saturated with epics of different Colonials, Irish regiments, and Kilted Companies ... the plain Thomas Atkins [has been] overlooked to a great extent for far too long. In 1918, Northcliffe asked Thomas to travel to the US. According to Thomas, the rationale for the trip was that "he didn't know what the Americans were doing, and they did not know what we were thinking". He met with influential people such as Henry Ford, Theodore Roosevelt, and Woodrow Wilson during this visit. William Beach Thomas sometimes accompanied King George V and the Prince of Wales on their visits to France, noting on one occasion a situation he considered reminiscent of Henry II and Thomas Becket: > We were walking to see a new heavy howitzer installed in its camouflage in an open grove. About us ran and skipped, appeared and disappeared, round this tree and that, the conscientious wielder of a cinema. The thing got more and more on the Prince's nerves until the irritation was irrepressible, and he turned to me and said with a sort of angry humour: "Will no-one kill that photographer?" Thomas's war work led to official recognition, as it did for many of the correspondents and newspaper owners; France made him a Chevalier of the Legion of Honour in 1919 and he was appointed a Knight Commander of the Order of the British Empire (KBE) in 1920. In 1923, Gibbs said of the KBE, which he too received: "I was not covetous of that knighthood and indeed shrank from it so much that I entered into a compact with Beach Thomas to refuse it. But things had gone too far, and we could not reject the title with any decency." This quandary was caused by realisation of the gulf between what they had reported and what had actually happened. ## Later years After the war, Thomas stayed in Germany until 1919 and returned there in 1923 at the time of the Occupation of the Ruhr. He also undertook a tour of the world for the Daily Mail and The Times in 1922. His main focus returned to his lifelong interest in matters of the countryside, notably in his writings for The Observer from 1923 to 1956. Thomas was also a regular contributor of notes on nature, gardening and country life to The Spectator for almost thirty years, with some short breaks between 1935 and 1941, when H. E. Bates took over responsibility. In 1928 Thomas produced a history of the magazine under the title of The Story of the 'Spectator', in commemoration of its centenary. He wrote many more books and articles in his later years, as well as two autobiographical books: A Traveller in News (1925) and The Way of a Countryman (1944). Fond of peppering quotations throughout his writing, his style was considered to be clear but his hand was poor; a profile of him in The Observer said "perhaps he gave less pleasure to those who had to decipher his handwriting. Rarely has more limpid English been conveyed in a script more obscure." George Orwell wrote in the Manchester Evening News: > It is uncertain whether the general public would think of Sir William Beach Thomas primarily as a war correspondent or as a naturalist, but he is in no doubt about the matter himself. The world, as he sees it, really centres round the English village, and round the trees and hedges of that village rather than the houses and the people. Even as traditional English village life was in collapse, Thomas saw the romanticised paternalism and general life of the village as the epitome of English society and equivalent to anything that might be found elsewhere in the world. He said that one of the aspects of village life he admired was that "comparative wealth [there] is admired, not envied". He also viewed the natural world as something to be wondered at rather than scientifically examined. In his last column for The Spectator, written in September 1950, he wrote: > The country scene is a department of art, not of science. The essential is the discovery of beauty, not of knowledge. Science comes second, and a bad second, to art. We do not listen to the nightingale in order to find out whether his song is erotic or polemic. We listen for the pleasure of the mood that the song and the scene engender. Flight matters more than its mechanics. The prime value of knowledge itself is to enlarge the circle of wonder. The chronicler does a better deed if he helps someone to enjoy the country more than if he botanises or ornithologises or entomologises or meteorologises. In his desire to encourage a love of the countryside, especially during the Second World War, William Beach Thomas was similar to other writers on rural matters, such as G. M. Trevelyan and H. J. Massingham. He described Massingham as "perhaps the best of all present writers on Rural England" and considered him among those writers who were "so fond of the past that they seem sometimes almost to despair of the future". Malcolm Chase, a historian, says that these authors, including Thomas himself, advocated an ultra-conservative, socially reactionary and idealistic philosophy that formed an important part of a national debate about the future of the land and agriculture. This attitude was coupled with an increasing public interest in pastimes such as cycling, motoring and walking; it was supported by the publication of popular, fairly cheap and colourful articles, books and maps that catered both to those pursuing such interests and those who were concerned about conservation and the effects of the influx of urban and suburban visitors. John Musty, in his comparative literary review of the works of Thomas and Massingham, believes that Thomas had a more "gentle touch" than Massingham, whose writings have "frequently been judged as narrow and reactionary"; he quotes Thomas as saying of the likes of Massingham that they "preach an impossible creed, albeit an attractive one". Much of one of Thomas's books, The English Landscape (1938), had previously appeared in various issues of Country Life magazine, and in part echoed concerns raised by Clough Williams-Ellis in works such as his England and the Octopus (1928). Williams-Ellis believed that building on greenfield land was too great a price to pay for socio-economic progress. Thomas argued in favour of protecting open spaces by creating national parks, for which he thought that the coastline would be the most suitable candidate. He stressed the relationship between the people and the land and saw a need for planning control to manage human ingress into areas that remained mostly untouched. In 1934 he supported the Nature Lovers Association in its appeal to make the mountainous Snowdonia region, near the coast of North Wales, such an entity. He also supported the Commons, Open Spaces and Footpaths Preservation Society. In 1931 Thomas lamented the inability of the National Farmers Union of England and Wales to hold up what he saw as the decline of the farming industry. In A Countryman's Creed (1946) he harked back to a lost world, perhaps even a world that was more of his imagination than it was ever real. As F. R. Leavis had done before him, Thomas sought a rural revival to curtail what he saw as the rapid changes to traditional ways of life that had been evident in particular in the aftermath of the First World War and which were now ideologically challenged following the substantial victory of the socialist Labour Party in the 1945 general election. The new government was a threat to Thomas's view of the world because, in the words of the literary critic Robert Hemmings, it saw the countryside "as merely a giant dairy and granary for the city". Thomas was opposed to the use of the toothed steel trap for catching rabbits, supporting the RSPCA in its efforts to outlaw the device and noting that it inflicted unnecessary pain and was indiscriminate in nature, sometimes trapping other animals, such as domesticated cattle and pet dogs. ## Personal life and death William Beach Thomas married Helen Dorothea Harcourt, a daughter of Augustus George Vernon Harcourt, in April 1900, and with her had three sons and a daughter. Their second son, Michael Beach Thomas, was killed in 1941 while serving as a naval officer during the Second World War. Helen survived her husband, who died on 12 May 1957 at their home, "High Trees", Gustardwood, Wheathampstead, Hertfordshire. He was buried in the village churchyard at St Helen's Church. Among the obituaries of William Beach Thomas were those published in Nature and The Times. ## Books Aside from his journalism, Thomas wrote and contributed to many books, all published in London and some also in New York. These include: - Athletics at School (chapter in Athletics, ed. Montague Shearman, Longmans, Green & Co.: 1898) - Athletics (Ward, Lock & Co.: 1901) - The Road to Manhood (G. Allen: 1904) - On Taking a House (Edward Arnold: 1905) - From a Hertfordshire Cottage (Alston Rivers: 1908) - Preface to C. D. McKay's The French Garden: A Diary and Manual of Intensive Cultivation (Associated Newspapers: 1908, reprinted as The French Garden In England, 1909) - Our Civic Life (Alston Rivers: 1908) - The English Year (three volumes, co-authored with A. K. Collett; T. C. & E. C. Jack, 1913–14); Autumn and Winter; Spring; Summer - With the British on the Somme (Methuen: 1917) - Birds Through The Year (co-authored with A. K. Collett; T. C. & E. C. Jack, 1922) - An Observer's Twelvemonth (Collins: 1923) - A Traveller in News (Chapman and Hall: 1925) - England Becomes Prairie (Ernest Benn: 1927) - The Story of the 'Spectator' (Methuen: 1928) - The Happy Village (Ernest Benn: 1928) - Events of the Great War (G. Routledge & Sons: 1930) - A Letter to My Dog (G. Routledge & Sons: 1931) - Why the Land Dies (Faber & Faber: 1931) - Introduction to Land and Life: The Economic National Policy for Agriculture (Viscount Astor and Keith Murray., Gollancz: 1932) - The Yeoman's England (A. Maclehose & Co.: 1934) - Village England (A. Maclehose & Co.: 1935) - The Squirrel's Granary: A Countryman's Anthology (A. Maclehose & Co.: 1936, republished by A. & C. Black in 1942 as A Countryman's Anthology) - Hunting England: A Survey of the Sport and of Its Chief Grounds Etc (B. T. Batsford: 1936) - The Home Counties (chapter in Britain and the Beast, ed. Clough Williams-Ellis, B. T. Batsford: 1937) - The English Landscape (Country Life: 1938) - The Way of a Countryman (M. Joseph: 1944) - The Poems of a Countryman (M. Joseph: 1945) - A Countryman's Creed (M. Joseph: 1946) - In Praise of Flowers (Evans Bros.: 1948) - The English Counties Illustrated (Odhams: 1948, ed. C. E. M. Joad; chapters on Hertfordshire and Huntingdonshire) - The Way of a Dog (M. Joseph: 1948) - Hertfordshire (R. Hale: 1950) - A Year in the Country (A. Wingate: 1950) - Gardens (Burke: 1952) - Introduction to The New Forest and Hampshire in Pictures (Odhams: 1952)
4,980,076
Robert Goff, Baron Goff of Chieveley
1,171,279,895
English academic, barrister and Senior Law Lord
[ "1926 births", "2016 deaths", "20th-century English judges", "20th-century King's Counsel", "Alumni of New College, Oxford", "British Army personnel of World War II", "Chancery Division judges", "English King's Counsel", "Fellows of Lincoln College, Oxford", "Fellows of New College, Oxford", "Fellows of the British Academy", "Knights Bachelor", "Law lords", "Members of the Judicial Committee of the Privy Council", "Members of the Privy Council of the United Kingdom", "Officers Crosses of the Order of Merit of the Federal Republic of Germany", "People educated at Eton College", "People from Chieveley", "Scots Guards officers", "Scottish military personnel", "Senior Lords of Appeal in Ordinary" ]
Robert Lionel Archibald Goff, Baron Goff of Chieveley, PC, FBA (12 November 1926 – 14 August 2016) was an English barrister and judge who was Senior Lord of Appeal in Ordinary, the equivalent of today's President of the Supreme Court. Best known for establishing unjust enrichment as a branch of English law, he has been described by Andrew Burrows as "the greatest judge of modern times". Goff was the original co-author of Goff & Jones, the leading English law textbook on restitution and unjust enrichment, first published in 1966. He practised as a commercial barrister from 1951 to 1975, following which he began his career as a judge. He was appointed to the Judicial Committee of the House of Lords in 1986. Goff was born in his mother's family home in Perthshire, Scotland, and was raised in Hampshire, England. He obtained a place at New College, Oxford, but was called up in December 1944 and served in the Scots Guards in Italy until going to Oxford in October 1948. He earned a first-class degree in Jurisprudence there, and three weeks after receiving his examination results was offered a fellowship at Oxford. He accepted this on condition that he could be called to the Bar first. He was called to the Bar at the Inner Temple in 1951, and appointed fellow and tutor at Lincoln College, Oxford, and a university lecturer in Jurisprudence in 1952. He was High Steward of the University of Oxford from 1991 to 2001. As one of the few early academics-turned-judges, Goff long advocated a complementary view of the role of the legal academic and judge. In this respect, the former Lord Justice of Appeal Sir Stephen Tomlinson said that "no judge has done more than Robert to ensure that the views of legal academic commentators now regularly inform the decision-making in our higher courts". Towards the later part of his life, he developed an interest in sharing perspectives with foreign lawyers and judges. For building bridges between judges in the United Kingdom and Germany, Goff was awarded the Order of Merit of the Federal Republic of Germany (First Class). ## Early life and education Robert Goff was born in Perthshire, Scotland, on 12 November 1926, as the second child and only son of Lionel Trevor Goff (1877–1953) and Isobel Jane Higgon (née Denroche-Smith). Lionel studied at Eton College and the Royal Military Academy, Woolwich, and was commissioned in the Royal Artillery in 1897. As a young officer, Lionel fought in the Second Boer War, was wounded in the siege of Ladysmith and was mentioned in dispatches. He also served in the First World War, and was wounded in 1917 and again mentioned in dispatches. He remained hospitalised for his wounds until 1921. In 1923, he married Isabel Higgon, née Denroche-Smith, a widow of Archie Higgon, who had been killed in action in 1915. Isobel's family home was near Alyth, North Perthshire, and her father had been a civil servant in Bengal. Robert was brought up at the Goff home in Monk Sherborne, Hampshire. He had a closer relationship with his mother than his father. Lionel's principal interests were in fishing, hunting, shooting and riding, and he did not share his son's passion for music. Likewise, Robert did not share his father's interests, and gave up shooting after he turned eighteen. Goff attended a dame school in Basingstoke until he was eight. Thereafter, he attended St Aubyns School, Rottingdean, and started at Eton College in September 1939, at the beginning of the Second World War. While at Eton, he focused on classical languages and history, preferring these to science subjects. There, Henry Ley, an organist who had played at the coronation of King George VI, encouraged his love for the piano and taught him to play. He left Eton in December 1944, having received a deferred offer of admission to New College, Oxford, for after he completed his military service. ### Military service In December 1944, towards the end of the Second World War, Goff was called up for service with the British Army and was commissioned as a second lieutenant into the Scots Guards. His service number was 354970. He trained for battle in the Far East, having been told that he would be deployed there in September 1945. Following the surrender of Japan in August 1945, these plans were cancelled. Instead, Goff spent some time on guard duty at Windsor Castle, and then volunteered to serve in the force being sent to Italy to counter Marshal Tito, where he remained until July 1948. During this period, he spent his leave travelling and exploring northern Italy, skiing, and pursuing cultural interests, while introducing the men under his command to them. On occasion, he would combine setting up communications posts with visits with his men to see Italian art, including Michelangelo's David and Piero della Francesca's Polyptych of Perugia. ### University education In 1948, Goff took up his place at Oxford for a two-year "shortened" Final Honour Schools course for ex-servicemen. Having been given a choice between reading Jurisprudence, Greats or History, he chose Jurisprudence, with the aim of practising as a barrister after graduating. At New College, his tutors included Jack Butterworth and Wilfrid Bourne. He graduated with a first class degree in 1950, having served as steward of the Junior Common Room. ## Career ### Academic career Although Goff had intended to go straight to the Bar after graduation, these plans changed shortly after his examination results were released. Keith Murray, the Rector of Lincoln College, Oxford, telephoned him to invite him to a meeting. At this meeting, Murray indicated that a fellowship and tutorship in law had become vacant following Harold Hanbury's appointment as Vinerian Professor of English Law, and that he wished to offer it to Goff. Goff, astonished, asked for half an hour to consider the proposal. In apparent surprise that Goff needed to think about the offer, Murray granted the time, following which Goff accepted the offer, on condition that he could first sit the Bar exams and be called to the Bar. Murray agreed to this and Goff was called by Inner Temple in 1951. In October 1951, he began teaching at Lincoln College, and remained there until the end of the 1954–55 academic year. Alongside his teaching, he served on various committees and briefly as dean in 1952–53 when the incumbent was on leave. His students included Swinton Thomas, who would become a judge of the Court of Appeal. Aware that he had done a shortened two-year course in law, in which he only studied six subjects in limited depth, Goff did "some pretty hectic and thorough preparation for tutorials". He taught a range of subjects, including Criminal Law and Roman Law. His schedule was hectic, teaching nearly 50 students in a single year, some of whom required multiple tutorials a week. To share the workload, the College permitted him to recruit a weekender. This role was fulfilled by Pat Neill, who was then a Prize Fellow at All Souls College. He gave joint classes with Tony Honoré, where it is suggested that he met A. W. B. Simpson, his successor at Lincoln College. When he left full-time academia for the Bar, Sir Walter Oakeshott, Rector of Lincoln College, said that "there was widespread hope of his being content to go on as an academic lawyer, and by his departure law studies at Oxford, as well as the College, will suffer greatly". #### Goff & Jones on the Law of Unjust Enrichment In 1952, Goff was appointed to a Common University Fund lectureship in law, to take effect in 1953. In this capacity, he was required to give a series of lectures on any area of interest to him. When exploring texts for inspiration, he chanced upon "quasi-contracts", a concept traceable to Roman law, but which was at that point unrecognised in English law. Together with Ronald Maudsley, then the law tutor at Brasenose College, he set up a series of seminars in Restitution, also described as "Unjustifiable Enrichment" and "Quasi Contract". The lectures were not on the syllabus and not many students attended. They did attract academic attendees, some of whom, such as Peter North, went on to be distinguished academic lawyers.On the basis of these lectures, Goff and Maudsley jointly began work on the book that would later become Goff and Jones on the Law of Restitution (today published as Goff and Jones on the Law of Unjust Enrichment). Goff had continued drafting the textbook after leaving academia for the Commercial Bar. At the time, work for junior barristers was limited, and so he spent considerable time working on the book at the Inner Temple library. During this period, Maudsley spent long stretches of time in the United States, and did not respond to Goff's communications. In 1959, Goff was reading a Law Quarterly Review and came across an article written by Maudsley, which he believed to be based heavily on the material they had prepared in their joint lectures. Goff wrote to Maudsley once again, but upon not receiving a reply, concluded that Maudsley "was signing off and didn't feel able to tell me". As a junior barrister with a growing practice, Goff realised that if his book was to be completed, he would need a collaborator. A. W. B. Simpson introduced him to Gareth Jones, then fellow at Trinity College, Cambridge, and later Downing Professor of the Laws of England, with whom he would eventually publish the book. Goff would later describe Jones as "the ideal co-author" and "beyond doubt, one of the finest teachers in the common law world". The book publication took much longer than either Goff or Jones anticipated. The manuscript was submitted in late 1964. The page proofs, which arrived in 1965, had so many mistakes and required so many alterations that the publishers, Sweet & Maxwell, made the authors pay for a second set of proofs. As a result, Goff and Jones made practically no money from the first edition of the book, and Goff complained that Sweet & Maxwell "appeared to understand nothing about writing pioneering books". The book was finally published in 1966. Upon its release, the book was quickly recognised as a significant work, and was largely favourably reviewed. Lord Denning reflected positively on it, calling it "a creative work" and comparing it to Sir Frederick Pollock's treatise on torts and the seminal textbook Anson's Law of Contract. Edmund Davies, then a judge of the High Court of Justice, described it as "admirable". The book's propositions caused some confusion in academic circles. Not knowing where it fitted, a university library classified it as Criminal Law, and a library of one of the Inns of Court refused to take the book in at all. The book's propositions were not unanimously welcomed. For example, they were resisted by Lord Diplock, who as late as in 1977 continued to declare judicially that "there is no general doctrine of unjust enrichment recognised in English law". Goff submitted the textbook to the University of Oxford for the consideration of a higher degree, and he was awarded a Doctor of Civil Law in 1971. He would later receive honorary degrees from the universities of London, Bristol, Reading, Buckingham and City, University of London. In 1975, Goff was appointed to the High Court. Goff and Jones jointly wrote two further editions of the textbook, which were published in 1978 and 1986, respectively. In the latter year, Goff was appointed to the House of Lords. He was elected a Fellow of the British Academy in 1987, and would go on to hold Honorary Fellowships at three Oxford colleges: New, Lincoln, and Wolfson. ### Career at the Bar Goff left academia to join the Commercial Bar in 1955, at a time when the prevailing belief was that there was a sharp difference between the academic lawyer and the practicing lawyer. He joined the chambers of Ashton Roskill QC, then known as 5, King's Bench Walk (but which later amalgamated with 6, King's Bench Walk to form what is today known as 7, King's Bench Walk, or 7KBW). He described his time as a junior barrister as "lean", because at that time, the bulk of cases went to senior barristers, who tended to have almost permanent junior barristers assisting them. Goff was led by Roskill twice when his usual junior had pneumonia, but was hardly led by anyone else. He took this as an opportunity to teach at Inner Temple and on weekends at Lincoln College, and to continue writing his book on the law of restitution. Goff believed the publication of Goff and Jones on the Law of Restitution in 1966 to be one of the reasons he was appointed Queen's Counsel (QC) the following year. After this, his practice grew significantly. He appeared in significant and technically difficult commercial cases such as The Mihalis Angelos, and The Brimnes. His choice of junior was Brian Davenport, a close friend whom he described as "exceptionally gifted", but who was diagnosed with multiple sclerosis in his early thirties. Over the course of his practice, he led many juniors, some of whom went on to hold high judicial office, such as Andrew Longmore, Mark Saville, Nick Phillips, and John Hobhouse. Since 2018, 7KBW has commemorated Goff's contributions through the annual The Lords Goff and Hobhouse Memorial Lectures. ### Judicial career In 1974, Goff was appointed Recorder of the Crown Court. In October 1975, after eight years as a QC, Goff was appointed to the High Court, and received the customary knighthood. He spent seven years at the High Court, two of which he spent as the Judge-in-Charge of the Commercial Court. In 1982, he was made a Lord Justice of Appeal and sworn in as a Privy Councillor, becoming judicially known as Lord Justice Robert Goff (not to be confused with Sir Reginald Goff, known as Goff LJ). On 6 February 1986, Goff was made a Lord of Appeal in Ordinary and a life peer as Baron Goff of Chieveley, of Chieveley in the Royal County of Berkshire. On 1 October 1996, The Lord Keith of Kinkel retired as Senior Lord of Appeal in Ordinary and Goff succeeded him. He retired in 1998, but continued to sit on cases occasionally until his 75th birthday. He was succeeded as Senior Lord of Appeal in Ordinary by Lord Browne-Wilkinson, and his vacant seat on the House of Lords bench was taken over by his former junior Lord Hobhouse. Over those 12 years, he participated in over 300 cases at the House of Lords and 160 cases at the Privy Council. As an academic-turned-judge, Goff believed that the two professions were different, yet complementary. Upon his appointment to the House of Lords, he was appalled to find poor library and research facilities available, and wrote a paper to the House of Lords authorities, arguing for the provision of a better equipped library for the Law Lords' use. In his Maccabean Lecture to the British Academy in 1983, he described the judge and jurist as on a shared "search for principle", saying that it was the fusion of their work that led to the development of the common law. Three years after the lecture, he said that "it is difficult to overestimate the influence of the jurist in England today". In Spiliada Maritime Corp v Cansulex Ltd in 1986, Goff used elevated language, describing jurists as “pilgrims with [judges] on the endless road to unattainable perfection”. In 1987, Goff wrote an article titled Judge, Jurist and Legislature, in which he detailed his views on the roles of these players in the legal system. In 1999, he said that he did not know how far he had succeeded in promoting an appropriate recognition of academia's contribution to the development of English law, but that, if he had, "that alone will give me great satisfaction." Goff's views influenced others to think about the role of judges and jurists, inspiring the later Lord of Appeal in Ordinary Alan Rodger's first article in 1994, and lectures given by then President of the Supreme Court David Neuberger and Lord Justice of Appeal Jack Beatson. In his obituary, the former Lord Justice of Appeal Stephen Tomlinson said that "no judge has done more than Robert to ensure that the views of legal academic commentators now regularly inform the decision-making in our higher courts". Goff was a strong believer in the common law as a legal system. This came with a preference for the common law's characteristic incremental development of the law by judges, and a suspicion of codes and legislation, which carried greater weight in civil legal systems. Nevertheless, he supported the work of the Law Commission enthusiastically. This was despite the disapproval of some of his colleagues, according to whom Goff had broken the unspoken rule that no judicial reference was to be made to the work of the Law Commission. In line with his belief in the complementarity of the academic lawyer and judge, he worked to dispel the hostility towards them in the House of Lords. Among the Law Commissioners he supported were his former junior barrister Brian Davenport QC, Jack Beatson and Andrew Burrows. Since then, several Law Commissioners have been appointed to the Supreme Court, marking a significant change in judicial attitudes towards the Law Commission. As Law Lord, he furthered the cause of restitution that he had developed academically. In Lipkin Gorman v Karpnale Ltd, he gave judicial recognition to the proposition that unjust enrichment is an independent branch of private law. Graham Virgo, who has disagreed with the reasoning in Lipkin Gorman, nevertheless described it as "probably the most important dictum in the modern law of restitution". His judgment in Kleinwort Benson Ltd v Lincoln CC was described by Lord Hoffmann as "one of the most distinguished of his luminous contributions to this branch of the law" and by Lord Browne-Wilkinson, who dissented, as containing "yet another major contribution to the law of restitution". Andrew Burrows would later describe him as "the greatest judge of modern times". Over the course of his judicial career, he presided over a number of other key cases, including: #### Leading cases of national significance - BP Exploration Co (Libya) Ltd v Hunt (No 2) This case caught national attention as part of the litigation flowing from Libya's nationalisation of its oilfields. Two years after British Petroleum had purchased a half-share of the Sarir oilfield from Nelson Bunker Hunt, Libya nationalised it. British Petroleum claimed that the contract had been frustrated, which would entitle it to compensation under the Law Reform (Frustrated Contracts) Act 1943. The legal historian John Baker described the case as legally complex, "involving such vast fortunes that millions of dollars turned upon every nuance of meaning in the 1943 Act". Goff presided over the case in the High Court, holding that the contract had been frustrated and that British Petroleum was entitled to damages. Notably, Goff wrote the headnote himself, setting a precedent in law reporting. He also reworked parts of Goff and Jones on the Law of Unjust Enrichment to accommodate the judgment. - Airedale NHS Trust v Bland Anthony Bland was a 17-year-old Liverpool supporter who had travelled with two friends to Hillsborough Stadium for an FA Cup semi-final between Liverpool and Nottingham Forest on 15 April 1989. A fatal human crush occurred, causing Bland serious injury and leaving him in a persistent vegetative state. Goff issued a legal ruling allowing doctors to withdraw his treatment at the request of his family, since there had been no sign of improvement in his condition, there was no reasonable possibility that he would ever emerge from his persistent vegetative state, and was unlikely to survive more than five years. The case provoked significant public discussion over the moral, social and ethical issues of withdrawing life support from an insensate patient. - The Spycatcher case In 1985, former spy Peter Wright attempted to publish Spycatcher, a memoir detailing his work in British intelligence, in violation of the Official Secrets Act 1911. Following the British government's attempts to ban it, it saw a dramatic increase in popularity, selling nearly two million copies worldwide by October 1988. The case in the House of Lords raised important questions relating to the law on breach of confidence, public policy and freedom of expression. - Hunter v Canary Wharf Ltd Several hundred people filed a claim against the builders of the skyscraper One Canada Square in the tort of private nuisance, because it interfered with their television signal. The court held, controversially, that the plaintiffs did not have a legal right to television signal. - Re Pinochet (No. 3) A Spanish court requested the extradition of the former president of Chile, Augusto Pinochet, who was accused of murder, torture and conspiracy to murder. Although Goff had retired by the time this case was heard, he returned on an ad-hoc basis to hear it. The case gained attention because of its implications for the law on immunities and extradition. - Attorney General v Blake This case concerned the MI5 double agent George Blake. Following his escape from prison and flight to the Soviet Union, he wrote a book about his experiences and work in British intelligence, which was published by Jonathan Cape. The government sought to force the publishers to give up all earnings from the sale of the book, arguing that it had harmed the public interest and that the author and publisher should not be allowed to profit from it. Goff joined the majority opinion, ruling in favour of the government. #### Leading cases of legal importance - Barclays Bank Ltd v W J Simms, Son and Cooke (Southern) Ltd - Collins v Wilcock - Spiliada Maritime Corp v Cansulex Ltd - Société Nationale Industrielle Aérospatiale v Lee Kui Jak - Lipkin Gorman v Karpnale Ltd - Cambridge Water Co Ltd v Eastern Counties Leather plc - Henderson v Merrett Syndicates Ltd - White v Jones - Westdeutsche Landesbank Girozentrale v Islington LBC - Hunter v Canary Wharf Ltd - Kleinwort Benson Ltd v Lincoln CC ## Public service and engagement ### Fostering links with foreign jurisdictions Goff gave many public lectures around the world, partly motivated by his belief that the common law was a uniquely adaptable system which deserved better understanding in civil law jurisdictions. He led judicial exchanges with Germany, France and Italy, in recognition for which he was awarded the Grand Cross (First Class) of the Order of Merit of the Federal Republic of Germany. At the invitation of the Indian jurist and diplomat Laxmi Mall Singhvi, he conducted two three-week lecture tours in India in 1984 and 1986 (the year he was appointed to the House of Lords). These lectures were delivered in four cities. He also delivered the inaugural G S Pathak Memorial Lecture in New Delhi, where he remarked that the difference between Germany and England was that in Germany, "the Professor is God, but in England, the Judge is God". In 1990, Goff delivered the first of the annual Lord Goff lectures at the City University of Hong Kong. He delivered lectures in Jerusalem, Chicago and Stockholm. ### Work with the Inns of Court When Goff left academia for the Bar, he brought with him a strong interest in the welfare of students and young barristers. At the time, Inner Temple (his Inn of Court) provided almost no educational support. Shortly after moving to the Bar, he and a fellow barrister arranged for lectures to be delivered to Bar students at Inner Temple. Lecturers included Rupert Cross, C. H. S. Fifoot, Peter Carter, Robert Heuston, and Marjorie Reeves (who had been his wife Sarah Cousins's tutor at Oxford). In 1987, when the Inner Temple was going through a time of economic difficulty, Goff was asked by the Treasurer to chair an appeal to boost its Scholarship Fund. This fund evolved into the Pegasus Trust, which supports the exchange of young lawyers in many common law countries, and which was one of Goff's key contributions as a member of Inner Temple. To fund it, Goff assembled a committee of Benchers, including Lord Mackay of Clashfern (Lord Chancellor) and James Callaghan (a former Prime Minister), who was able to secure the support of the Cambridge Commonwealth Trust. He entertained John King, then Chairman of British Airways, to lunch, a meeting which resulted in British Airways providing free flights for Pegasus Scholars. According to Stephen Tomlinson, the Pegasus Trust was a "valuable and lasting legacy", which represented Goff's belief in the importance of linking different jurisdictions, as well as his interest in the welfare of young barristers. It subsequently evolved into a collaborative effort between the four Inns of Court, supporting his belief that the Inns should work more closely. In establishing it, Goff said that: > "The common law is one of the greatest forces for good in the world. For many, the common law means the rule of law and the absolute independence of the judiciary. It is of paramount importance for the future of the common law that bridges should be built between the legal professions in the many countries of the world which live under this system." ### Appointments Goff's other appointments included: - High Steward of the University of Oxford (1991–2001) - Chairman (1986–2000) and President (2000–2008) of the British Institute of International and Comparative Law - President of the Chartered Institute of Arbitrators (1986–1991) - Patron of the Oxford University Commonwealth Law Journal - Chairman of the Council of Legal Education, which oversaw the teaching and examination of the Bar Final examinations. ## Personal life Goff first met his wife Sarah Cousins in autumn 1952, at a birthday party in Hampshire. She had just graduated from St Anne's College, Oxford, having read History, and was starting a BLitt. They were married in July 1953, and lived in Oxford until 1955, when Goff went to the Bar. As a young academic couple, they became good friends with various academics, including Jack Butterworth, Maurice Platnauer, and Tom Boase. They shared a love for opera, which Goff encouraged in their children. They had four children, one of whom died young. The family lived in London until 1975, and then moved to Chieveley House in Berkshire. Goff was an accomplished pianist; he began his days with a Mozart sonata and spent considerable time transposing and arranging pieces of music for the family collection of instruments. His love of music remained with him into the later years of his life, when his health was failing. He described music as what "fed his soul and relaxed him". He was particularly fond of the countryside and gardening. Goff was described as giving off a first impression of remoteness, reticence and formidable formality, as a result of his distinction as a lawyer or having inherited a military bearing from his father. He was also described as warm, kind and passionate about his students. In 2004, Goff's health began to decline. In 2006, he and his wife moved from Chieveley House to Cambridge to live near their daughter Juliet, where he remained until his death in 2016. ## Arms
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Battle of Blanchetaque
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Battle during the Hundred Years' War
[ "1346 in England", "1346 in France", "Battles in Hauts-de-France", "Battles of the Hundred Years' War", "Conflicts in 1346", "Edward III of England", "History of Somme (department)", "Hundred Years' War, 1337–1360" ]
The Battle of Blanchetaque was fought on 24 August 1346 between an English army under King Edward III and a French force commanded by Godemar du Fay. The battle was part of the Crécy campaign, which took place during the early stages of the Hundred Years' War. After landing in the Cotentin Peninsula on 12 July, the English army had burnt a path of destruction through some of the richest lands in France to within 20 miles (32 km) of Paris, sacking a number of towns on the way. The English then marched north, hoping to link up with an allied Flemish army which had invaded from Flanders. They were outmanoeuvred by the French king, Philip VI, who garrisoned all of the bridges and fords over the River Somme and followed the English with his own field army. The area had previously been stripped of food stocks by the French, and the English were essentially trapped. Hearing of a ford at Blanchetaque, 10 miles (16 km) from the sea, Edward marched for it and encountered the blocking force under du Fay. Once the ebbing tide had lowered the water level, a force of English longbowmen marched partway across the ford and, standing in the water, engaged a force of mercenary crossbowmen, whose shooting they were able to suppress. A French cavalry force attempted to push back the longbowmen but were in turn attacked by English men-at-arms. After a mêlée in the river, the French were pushed back, more English troops were fed into the fight, and the French broke and fled. French casualties were reported as over half of their force, while English losses were light. Two days after Blanchetaque, the main French army under Philip was defeated at the Battle of Crécy with heavy loss of life. Edward ended the campaign by laying siege to Calais, which fell after twelve months, securing an English entrepôt into northern France which was held for two hundred years. ## Background Since the Norman Conquest of 1066, English monarchs had held titles and lands within France, the possession of which made them vassals of the kings of France. The status of the English king's French fiefs was a major source of conflict between the two kingdoms throughout the Middle Ages. English holdings in France had varied in size over the centuries, but by 1337 only Gascony in south-western France and Ponthieu in northern France were left. Following a series of disagreements between Philip VI of France (r. 1328–1350) and Edward III of England (r. 1327–1377), Philip's Great Council in Paris on 24 May 1337 agreed that the Duchy of Aquitaine, effectively Gascony, should be taken back into Philip's hands on the grounds that Edward was in breach of his obligations as a vassal. This marked the start of the Hundred Years' War. Early in 1345, Edward determined to attack France on three fronts: a small force would sail for Brittany; a slightly larger force would proceed to Gascony under the command of the Henry, Earl of Derby; and the main force would accompany him to either northern France or Flanders. The French anticipated, correctly, that the English planned to make their main effort in northern France. Thus, they directed what resources they had to the north, planning to assemble their main army at Arras on 22 July. South-western France and Brittany were encouraged to rely on their own resources. The main English army sailed on 29 June 1345 and anchored off Sluys in Flanders. Edward was unexpectedly threatened with the loss of his Flemish allies, and to avoid this was forced to attend to diplomatic affairs. By 22 July, although the Flemish situation was unresolved, men and horses could be confined on board ship no longer and the fleet sailed, probably intending to land in Normandy. It was scattered by a storm, and individual ships found their way over the following week to various English ports where they disembarked. There was a further week's delay while the King and his council debated what to do, by which time it proved impossible to do anything major with the main English army before winter. Aware of this, Philip VI despatched reinforcements to Brittany and Gascony. During 1345, Derby led a whirlwind campaign through Gascony at the head of an Anglo-Gascon army. He heavily defeated two large French armies at the battles of Bergerac and Auberoche, captured French towns and fortifications in much of Périgord and most of Agenais, and gave the English possessions in Gascony strategic depth. John, Duke of Normandy, the son and heir of Philip VI, was placed in charge of all French forces in south-west France. In March 1346 a French army numbering between 15,000 and 20,000, enormously superior to any force the Anglo-Gascons could field, including all the military officers of the royal household, marched on Gascony. They besieged the strategically and logistically important town of Aiguillon, "the key to the Gascon plain", on 1 April. On 2 April the arrière-ban, the formal call to arms for all able-bodied males, was announced for the south of France. French financial, logistical and manpower efforts were focused on this offensive. Meanwhile, Edward was raising a fresh army, and assembled more than 700 vessels to transport it – the largest English fleet ever to that date. The French were aware of Edward's efforts, but given the extreme difficulty of disembarking an army other than at a port, and the existence of friendly ports in Brittany and Gascony, the French assumed that Edward would sail for one of the latter – probably Gascony – to relieve Aiguillon. To guard against any possibility of an English landing in northern France, Philip relied on his powerful navy. This reliance was misplaced given the difficulty naval forces of the time had in effectively interdicting opposing fleets, and the French were unable to prevent Edward successfully crossing the Channel. ## Prelude The campaign began on 11 July 1346, when Edward's fleet departed the south of England. The fleet landed the next day at Saint-Vaast-la-Hougue, 20 miles (32 km) from Cherbourg. The English army is estimated by modern historians to have been some 15,000 strong and consisted of both English and Welsh soldiers combined with a number of German and Breton mercenaries and allies. It included at least one Norman baron who was unhappy with the rule of Philip VI. The English achieved complete strategic surprise and marched south. Edward's aim was to conduct a chevauchée, a large-scale raid, across French territory to reduce his opponent's morale and wealth. His soldiers razed every town in their path and looted whatever they could from the populace. The towns of Carentan, Saint-Lô and Torteval were destroyed as the army passed, along with many other smaller places. The English fleet paralleled the army's route, devastating the country for up to 5 miles (8 km) inland and taking vast amounts of loot; many ships deserted, having filled their holds. They also captured or burnt over 100 French ships, 61 of which had been converted into military vessels. Caen, the cultural, political, religious and financial centre of north-west Normandy, was stormed on 26 July and subsequently looted for five days. The English marched out towards the River Seine on 1 August. The French military position was difficult. Their main army was committed to the intractable siege of Aiguillon in the south-west. After his surprise landing in Normandy, Edward was devastating some of the richest lands in France and flaunting his ability to march at will through France. On 2 August, a small English force supported by a large number of Flemings invaded France from Flanders. French defences were completely inadequate. On 29 July, Philip proclaimed the arrière-ban for northern France, ordering every able-bodied male to assemble at Rouen, where Philip himself arrived on the 31st. He immediately moved west against Edward with an ill-organised and poorly-equipped army. Five days later he returned to Rouen and broke the bridge over the Seine behind him. On 7 August, the English reached the Seine, 12 miles (19 km) south of Rouen, and raided up to its suburbs. Philip, under pressure from representatives of the Pope, sent envoys offering peace backed by a marriage alliance; Edward replied that he was not prepared to lose marching time to futile discussion and dismissed them. By 12 August, Edward's army was encamped at Poissy, 20 miles from Paris, having left a 40-mile-wide (60 km) swath of destruction down the left bank of the Seine to within 2 miles (3 km) of the city. On 16 August, Edward burnt down Poissy and marched north. The French had carried out a scorched earth policy, carrying away all stores of food and so forcing the English to spread out over a wide area to forage, which greatly slowed them. Bands of French peasants attacked some of the smaller groups of foragers. Philip reached the River Somme a day's march ahead of Edward. He based himself at Amiens and sent large detachments to hold every bridge and ford across the Seine between Amiens and the sea. The English were now trapped in an area which had been stripped of food. The French moved out of Amiens and advanced westwards, towards the English. They were now willing to give battle, knowing that they would have the advantage of being able to stand on the defensive while the English were forced to try and fight their way past them. Edward was determined to break the French blockade of the Somme and probed at several points, vainly attacking Hangest and Pont-Remy before moving west along the river. English supplies were running out and the army was ragged, starving and beginning to suffer from a drop in morale. On the evening of 24 August, the English were encamped north of Acheux while the French were 6 miles (10 km) away at Abbeville. During the night Edward was made aware, either by an Englishman living locally or by a French captive, that just 4 miles (6 km) away, near the village of Saigneville, was a ford named Blanchetaque (so named for the white stones lining the river's bed). Edward immediately broke camp and moved his whole force toward the ford. ## Battle When the English arrived at the river they discovered that the French had defended the ford strongly. Guarding the far side of the crossing were 3,500 soldiers, including 500 men-at-arms and an unknown number of mercenary crossbowmen under Godemar du Fay, an experienced French general. A contemporary chronicler described this as an elite unit. The ford was 2,000 yards (1,800 m) wide and as it was only 10 miles (16 km) from the coast, it was strongly tidal, only passable for a few hours twice each day. When the English arrived at dawn, the tide was high and not expected to drop to crossable levels for several hours. The French force was drawn up in three lines along the sloping north bank, with the best soldiers, the 500 men-at-arms, positioned in the centre. At about 9 a.m., a force of English longbowmen, led by Hugh, Baron Despenser, started across the ford, 12 abreast on the narrow causeway. They came under crossbow shot, but continued until the water was shallow enough for them to be able to reply. The numbers shooting from each side at this stage are not known, but the longbowmen had the advantages that those to the rear were able to send arrows over the heads of those in front of them, and that they could shoot three times faster than the crossbowmen. The English archery proved more effective than the French crossbow shot. As their crossbowmen were overcome, some French men-at-arms mounted and entered the river in an attempt to ride down the longbowmen. The English had their own force of mounted men-at-arms standing in the river behind their longbowmen, probably led by William, Earl of Northampton, and seeing the French mounting, they made their way through and around the ranks of archers and engaged the French on the water's edge in a disorderly mêlée. The opposing cavalry, having moved into contact at walking pace, suffered few casualties. The greater pressure of the English forced the mêlée onto the French bank of the river. The dismounted French men-at-arms were pushed back by the mass of retreating French and advancing English men-at-arms, making space for the English longbowmen to gain the riverbank. The longbowmen were themselves being forced forward by more English cavalry advancing behind them. More and more English were fed into the bridgehead and after a short, sharp struggle, the French broke, fleeing for Abbeville, 6 miles (10 km) away. It seems that most of the knightly and noble French participants, being mounted, successfully escaped. The French infantry were unable to outrun the pursuing English cavalry and suffered heavy casualties. As was usual, no quarter was offered to the common soldiers. Du Fay was seriously wounded, but escaped. An hour and a half after the French lines had broken, the entire English army was across the ford. The main French army was close enough behind them to capture a number of English stragglers and the slower of their wagons. However, the tide was turning, and the French halted, facing the English across the river for the rest of the 24th, debating whether to attempt to force the crossing at the evening low tide. They decided not to and on the morning of the 25th backtracked to the bridge at Abbeville, a 12-mile diversion. Casualties in the action are not clear, but it is claimed by a contemporary chronicler that as many as 2,000 French soldiers were killed in the battle or the rout which followed it. English losses are not known but were probably light. ## Aftermath Once the French withdrew, Edward marched the 9 miles (14 km) to Crécy-en-Ponthieu where he prepared a defensive position. The French had been so confident that the English could not breach the Somme line that they had not denuded the area, and the countryside was rich in food and loot. So the English were able to resupply, Noyelles-sur-Mer and Le Crotoy in particular yielding large stores of food, which were looted and the towns then burnt. On 26 August the main French army under Philip was crushingly defeated here at the Battle of Crécy with heavy loss of life. Edward ended the campaign by laying siege to Calais, which fell after twelve months, securing an English entrepôt into northern France which was held for two hundred years.
42,132
Rastafari
1,173,421,688
Religion originating in 1930s Jamaica
[ "Abrahamic religions", "Afro-Caribbean religion", "Cannabis and religion", "Cultural depictions of Haile Selassie", "Groups claiming Jewish descent", "Haile Selassie", "Monotheistic religions", "Movements for civil rights", "New religious movements", "Rastafari", "Religious organizations using entheogens", "Spirituality", "Subcultures" ]
Rastafari, sometimes called Rastafarianism, is a religion that developed in Jamaica during the 1930s. It is classified as both a new religious movement and a social movement by scholars of religion. There is no central authority in control of the movement and much diversity exists among practitioners, who are known as Rastafari, Rastafarians, or Rastas. Rastafari beliefs are based on a specific interpretation of the Bible. Central to the religion is a monotheistic belief in a single God, referred to as Jah, who is deemed to partially reside within each individual. Rastas accord key importance to Haile Selassie, the emperor of Ethiopia between 1930 and 1974; many regard him as the Second Coming of Jesus and Jah incarnate, while others see him as a human prophet who fully recognised Jah's presence in every individual. Rastafari is Afrocentric and focuses attention on the African diaspora, which it believes is oppressed within Western society, or "Babylon". Many Rastas call for this diaspora's resettlement in Africa, a continent they consider the Promised Land, or "Zion". Some practitioners extend these views into black supremacism. Rastas refer to their practices as "livity". Communal meetings are known as "groundations", and are typified by music, chanting, discussions, and the smoking of cannabis, the latter regarded as a sacrament with beneficial properties. Rastas emphasise what they regard as living "naturally", adhering to ital dietary requirements, wearing their hair in dreadlocks, and following patriarchal gender roles. Rastafari originated among impoverished and socially disenfranchised Afro-Jamaican communities in 1930s Jamaica. Its Afrocentric ideology was largely a reaction against Jamaica's then-dominant British colonial culture. It was influenced by both Ethiopianism and the Back-to-Africa movement promoted by black nationalist figures such as Marcus Garvey. The religion developed after several Protestant Christian clergymen, most notably Leonard Howell, proclaimed that Haile Selassie's crowning as Emperor of Ethiopia in 1930 fulfilled a Biblical prophecy. By the 1950s, Rastafari's countercultural stance had brought the movement into conflict with wider Jamaican society, including violent clashes with law enforcement. In the 1960s and 1970s, it gained increased respectability within Jamaica and greater visibility abroad through the popularity of Rastafari-inspired reggae musicians, most notably Bob Marley. Enthusiasm for Rastafari declined in the 1980s, following the deaths of Haile Selassie and Marley, but the movement survived and has a presence in many parts of the world. The Rastafari movement is decentralised and organised on a largely sectarian basis. There are several denominations, or "Mansions of Rastafari", the most prominent of which are the Nyahbinghi, Bobo Ashanti, and the Twelve Tribes of Israel, each offering a different interpretation of Rastafari belief. There are an estimated 700,000 to one million Rastafari across the world. The largest population is in Jamaica, although small communities can be found in most of the world's major population centres. Most Rastafari are of black African descent, and some groups accept only black members. ## Definition Rastafari has been described as a religion, meeting many of the proposed definitions for what constitutes a religion, and is legally recognised as such in various countries. Multiple scholars of religion have categorised Rastafari as a new religious movement, while some scholars have also classified it as a sect, a cult, and a revitalisation movement. Having arisen in Jamaica, it has been described as an Afro-Jamaican religion, and more broadly an Afro-Caribbean religion. Although Rastafari focuses on Africa as a source of identity, it is a product of creolisation processes in the Americas, described by the Hispanic studies scholars Margarite Fernández Olmos and Lizabeth Paravisini-Gebert as "a Creole religion, rooted in African, European, and Indian practices and beliefs". The scholar Ennis B. Edmonds also suggested that Rastafari was "emerging" as a world religion, not because of the number of its adherents, but because of its global spread. Many Rastas nevertheless reject descriptions of Rastafari as a religion, instead referring to it as a "way of life", a "philosophy", or a "spirituality". Emphasising its political stance, particularly in support of African nationalism and pan-Africanism, some academics have characterised Rastafari as a political movement, a "politico-religious" movement, or a protest movement. It has alternatively been labelled a social movement, or more specifically as a new social movement, and a cultural movement. Many Rastas or Rastafarians—as practitioners are known—nevertheless dislike the labelling of Rastafari as a "movement". In 1989, a British Industrial Tribunal concluded that—for the purposes of the Race Relations Act 1976—Rastafarians could be considered an ethnic group because they have a long, shared heritage which distinguished them from other groups, their own cultural traditions, a common language, and a common religion. Rastafari has continuously changed and developed, with significant doctrinal variation existing among practitioners depending on the group to which they belong. It is not a unified movement, and there has never been a single leader followed by all Rastafari. It is thus difficult to make broad generalisations about the movement without obscuring the complexities within it. The scholar of religion Darren J. N. Middleton suggested that it was appropriate to speak of "a plethora of Rasta spiritualities" rather than a single phenomenon. The term "Rastafari" derives from "Ras Tafari Makonnen", the pre-regnal title of Haile Selassie, the former Ethiopian emperor who occupies a central role in Rasta belief. The term "Ras" means a duke or prince in the Ethiopian Semitic languages; "Tafari Makonnen" was Selassie's personal name. It is unknown why the early Rastas adopted this form of Haile Selassie's name as the basis of the term for their religion. As well as being the religion's name, "Rastafari" is also used for the religion's practitioners themselves. Many commentators—including some academic sources and some practitioners—refer to the movement as "Rastafarianism". However, the term is disparaged by many Rastafari, who believe that the use of -ism implies religious doctrine and institutional organisation, things they wish to avoid. ## Beliefs Rastas refer to the totality of their religion's ideas and beliefs as "Rastalogy". Edmonds described Rastafari as having "a fairly cohesive worldview"; however, the scholar Ernest Cashmore thought that its beliefs were "fluid and open to interpretation". Within the movement, attempts to summarise Rastafari belief have never been accorded the status of a catechism or creed. Rastas place great emphasis on the idea that personal experience and intuitive understanding should be used to determine the truth or validity of a particular belief or practice. No Rasta, therefore, has the authority to declare which beliefs and practices are orthodox and which are heterodox. The conviction that Rastafari has no dogma "is so strong that it has itself become something of a dogma", according to the sociologist of religion Peter B. Clarke. Rastafari is deeply influenced by Judeo-Christian religion, and shares many commonalities with Christianity. The scholar Michael Barnett observed that its theology is "essentially Judeo-Christian", representing "an Afrocentralized blend of Christianity and Judaism". Some followers openly describe themselves as Christians. Rastafari accords the Bible a central place in its belief system, regarding it as a holy book, and adopts a literalist interpretation of its contents. According to the anthropologist Stephen D. Glazier, Rasta approaches to the Bible result in the religion adopting an outlook very similar to that of some forms of Protestantism. Rastas regard the Bible as an authentic account of early black African history and of their place as God's favoured people. They believe the Bible to be key to understanding both the past and the present and for predicting the future, while also regarding it as a source book from which they can form and justify their beliefs and practices. Rastas commonly perceive the final book of the Bible, the Book of Revelation, as the most important part, because they see its contents as having particular significance for the world's present situation. Contrary to scholarly understandings of how the Bible was compiled, Rastas commonly believe it was originally written on stone in the Ethiopian language of Amharic. They also believe that the Bible's true meaning has been warped, both through mistranslation into other languages and by deliberate manipulation by those seeking to deny black Africans their history. They also regard it as cryptographic, meaning that it has many hidden meanings. They believe that its true teachings can be revealed through intuition and meditation on the "book within" which allows them to commune with God. Because of what they regard as the corruption of the Bible, Rastas also turn to other sources that they believe shed light on black African history. Common texts used for this purpose include Leonard Howell's 1935 work The Promised Key, Robert Athlyi Rogers' 1924 book Holy Piby, and Fitz Balintine Pettersburg's 1920s work, the Royal Parchment Scroll of Black Supremacy. Many Rastas also treat the Kebra Nagast, a 14th-century Ethiopian text, as a source through which to interpret the Bible. ### Jah and Jesus of Nazareth Rastas are monotheists, worshipping a singular God whom they call Jah. The term "Jah" is a shortened version of "Jehovah", the name of God in English translations of the Old Testament. Rastafari holds strongly to the immanence of this divinity; as well as regarding Jah as a deity, Rastas believe that Jah is inherent within each individual. This belief is reflected in the aphorism, often cited by Rastas, that "God is man and man is God", and Rastas speak of "knowing" Jah, rather than simply "believing" in him. In seeking to narrow the distance between humanity and divinity, Rastafari embraces mysticism. Jesus is an important figure in Rastafari. However, practitioners reject the traditional Christian view of Jesus, particularly the depiction of him as a white European, believing that this is a perversion of the truth. They believe that Jesus was a black African, and that the white Jesus was a false god. Many Rastas regard Christianity as the creation of the white man; they treat it with suspicion out of the view that the oppressors (white Europeans) and the oppressed (black Africans) cannot share the same God. Many Rastas take the view that the God worshipped by most white Christians is actually the Devil, and a recurring claim among Rastas is that the Pope is Satan or the Antichrist. Rastas therefore often view Christian preachers as deceivers and regard Christianity as being guilty of furthering the oppression of the African diaspora, frequently referring to it as having perpetrated "mental enslavement". ### Haile Selassie From its origins, Rastafari was intrinsically linked with Haile Selassie, the Emperor of Ethiopia from 1930 to 1974. He remains the central figure in Rastafari ideology, and although all Rastas hold him in esteem, precise interpretations of his identity differ. Understandings of how Haile Selassie relates to Jesus vary among Rastas. Many, although not all, believe that the Ethiopian monarch was the Second Coming of Jesus, legitimising this by reference to their interpretation of the nineteenth chapter of the Book of Revelation. By viewing Haile Selassie as Jesus, these Rastas also regard him as the messiah prophesied in the Old Testament, the manifestation of God in human form, and "the living God". Some perceive him as part of a Trinity, alongside God as Creator and the Holy Spirit, the latter referred to as "the Breath within the temple". Rastas who view Haile Selassie as Jesus argue that both were descendants from the royal line of the Biblical king David, while Rastas also emphasise the fact that the Makonnen dynasty, of which Haile Selassie was a member, claimed descent from the Biblical figures Solomon and the Queen of Sheba. Other Rastas see Selassie as embodying Jesus' teachings and essence but reject the idea that he was the literal reincarnation of Jesus. Members of the Twelve Tribes of Israel denomination, for instance, reject the idea that Selassie was the Second Coming, arguing that this event has yet to occur. From this perspective, Selassie is perceived as a messenger or emissary of God rather than a manifestation of God himself. Rastas holding to this view sometimes regard the deification of Haile Selassie as naïve or ignorant, in some cases thinking it as dangerous to worship a human being as God. There are various Rastas who went from believing that Haile Selassie was both God incarnate and the Second Coming of Jesus to seeing him as something distinct. On being crowned, Haile Selassie was given the title of "King of Kings and Lord of Lords, Conquering Lion of the Tribe of Judah". Rastas use this title for Haile Selassie alongside others, such as "Almighty God", "Judge and Avenger", "King Alpha and Queen Omega", "Returned Messiah", "Elect of God", and "Elect of Himself". Rastas also view Haile Selassie as a symbol of their positive affirmation of Africa as a source of spiritual and cultural heritage. While he was emperor, many Jamaican Rastas professed the belief that Haile Selassie would never die. The 1974 overthrow of Haile Selassie by the military Derg and his subsequent death in 1975 resulted in a crisis of faith for many practitioners. Some left the movement altogether. Others remained, and developed new strategies for dealing with the news. Some Rastas believed that Selassie did not really die and that claims to the contrary were Western misinformation. To bolster their argument, they pointed to the fact that no corpse had been produced; in reality, Haile Selassie's body had been buried beneath his palace, remaining undiscovered there until 1992. Another perspective within Rastafari acknowledged that Haile Selassie's body had perished, but claimed that his inner essence survived as a spiritual force. A third response within the Rastafari community was that Selassie's death was inconsequential as he had only been a "personification" of Jah rather than Jah himself. During his life, Selassie described himself as a devout Christian. In a 1967 interview, Selassie was asked about the Rasta belief that he was the Second Coming of Jesus, to which he responded: "I have heard of this idea. I also met certain Rastafarians. I told them clearly that I am a man, that I am mortal, and that I will be replaced by the oncoming generation, and that they should never make a mistake in assuming or pretending that a human being is emanated from a deity." His grandson Ermias Sahle Selassie has said that there is "no doubt that Haile Selassie did not encourage the Rastafari movement". Critics of Rastafari have used this as evidence that Rasta theological beliefs are incorrect, although some Rastas take Selassie's denials as evidence that he was indeed the incarnation of God, based on their reading of the Gospel of Luke. ### Afrocentrism and views on race According to Clarke, Rastafari is "concerned above all else with black consciousness, with rediscovering the identity, personal and racial, of black people". The Rastafari movement began among Afro-Jamaicans who wanted to reject the British colonial culture that dominated Jamaica and replace it with a new identity based on a reclamation of their African heritage. Its emphasis is on the purging of any belief in the inferiority of black people, and the superiority of white people, from the minds of its followers. Rastafari is therefore Afrocentric, equating blackness with the African continent, and endorsing a form of Pan-Africanism. Practitioners of Rastafari identify themselves with the ancient Israelites—God's chosen people in the Old Testament—and believe that black Africans broadly or Rastas more specifically are either the descendants or the reincarnations of this ancient people. This is similar to beliefs in Judaism, although many Rastas believe that contemporary Jews' status as the descendants of the ancient Israelites is a false claim. Rastas typically believe that black Africans are God's chosen people, meaning that they made a covenant with him and thus have a special responsibility. Rastafari espouses the view that this, the true identity of black Africans, has been lost and needs to be reclaimed. There is no uniform Rasta view on race. Black supremacy was a theme early in the movement, with the belief in the existence of a distinctly black African race that is superior to other racial groups. While some still hold this belief, non-black Rastas are now widely accepted in the movement. Rastafari's history has opened the religion to accusations of racism. Cashmore noted that there was an "implicit potential" for racism in Rasta beliefs but he also noted that racism was not "intrinsic" to the religion. Some Rastas have acknowledged that there is racism in the movement, primarily against Europeans and Asians. Some Rasta sects reject the notion that a white European can ever be a legitimate Rasta. Other Rasta sects believe that an "African" identity is not inherently linked to black skin but rather is about whether an individual displays an African "attitude" or "spirit". #### Babylon and Zion Rastafari teaches that the black African diaspora are exiles living in "Babylon", a term which it applies to Western society. For Rastas, European colonialism and global capitalism are regarded as manifestations of Babylon, while police and soldiers are viewed as its agents. The term "Babylon" is adopted because of its Biblical associations. In the Old Testament, Babylon is the Mesopotamian city where the Israelites were held captive, exiled from their homeland, between 597 and 586 BCE; Rastas compare the exile of the Israelites in Mesopotamia to the exile of the African diaspora outside Africa. In the New Testament, "Babylon" is used as a euphemism for the Roman Empire, which was regarded as acting in a destructive manner that was akin to the way in which the ancient Babylonians acted. Rastas perceive the exile of the black African diaspora in Babylon as an experience of great suffering, with the term "suffering" having a significant place in Rasta discourse. Rastas view Babylon as being responsible for both the Atlantic slave trade which removed enslaved Africans from their continent and the ongoing poverty which plagues the African diaspora. Rastas turn to Biblical scripture to explain the Atlantic slave trade, believing that the enslavement, exile, and exploitation of black Africans was punishment for failing to live up to their status as Jah's chosen people. Many Rastas, adopting a Pan-Africanist ethos, have criticised the division of Africa into nation-states, regarding this as a Babylonian development, and are often hostile to capitalist resource extraction from the continent. Rastas seek to delegitimise and destroy Babylon, something often conveyed in the Rasta aphorism "Chant down Babylon". Rastas often expect the white-dominated society to dismiss their beliefs as false, and when this happens they see it as confirmation of the correctness of their faith. Rastas view "Zion" as an ideal to which they aspire. As with "Babylon", this term comes from the Bible, where it refers to an idealised Jerusalem. Rastas use "Zion" either for Ethiopia specifically or for Africa more broadly, the latter having an almost mythological identity in Rasta discourse. Many Rastas use the term "Ethiopia" as a synonym for "Africa"; thus, Rastas in Ghana for instance described themselves as already living within "Ethiopia". Other Rastas apply the term "Zion" to Jamaica or they use it to describe a state of mind. In portraying Africa as their "Promised Land", Rastas reflect their desire to escape what they perceive as the domination and degradation that they experience in Babylon. During the first three decades of the Rastafari movement, it placed strong emphasis on the need for the African diaspora to be repatriated to Africa. To this end, various Rastas lobbied the Jamaican government and United Nations to oversee this resettlement process. Other Rastas organised their own transportation to the African continent. Critics of the movement have argued that the migration of the entire African diaspora to Africa is implausible, particularly as no African country would welcome this. By the movement's fourth decade, the desire for physical repatriation to Africa had declined among Rastas, a change influenced by observation of the 1983–1985 famine in Ethiopia. Rather, many Rastas saw the idea of returning to Africa in a metaphorical sense, entailing the restoration of their pride and self-confidence as people of black African descent. The term "liberation before repatriation" began to be used within the movement. Some Rastas seek to transform Western society so that they may more comfortably live within it rather than seeking to move to Africa. There are nevertheless many Rastas who continue to emphasise the need for physical resettlement of the African diaspora in Africa. #### Salvation and paradise Rastafari is a millenarian movement, espousing the idea that the present age will come to an apocalyptic end. Many practitioners believe that on this Day of Judgement, Babylon will be overthrown, with Rastas being the chosen few who survive the upheaval. With Babylon destroyed, Rastas believe that humanity will be ushered into a "new age". This is conceived as being a millennium of peace, justice, and happiness in which the righteous shall live in Africa, now a paradise. In the 1980s, many Rastas believed that the Day of Judgment would happen around the year 2000. A view then common in the Rasta community was that the world's white people would wipe themselves out through nuclear war, with black Africans then ruling the world, something that they argued was prophesied in the Book of Daniel. Rastas do not believe that there is a specific afterlife to which individuals go following bodily death. They believe in the possibility of eternal life, and that only those who shun righteousness will actually die. The scholar of religion Leonard E. Barrett observed some Jamaican Rastas who believed that those practitioners who did die had not been faithful to Jah. He suggested that this attitude stemmed from the large numbers of young people that were then members of the movement, and who had thus seen only few Rastas die. Another Rasta view is that those who are righteous will undergo reincarnation, with an individual's identity remaining throughout each of their incarnations. In keeping with their views on death, Rastas eschew celebrating physical death and often avoid funerals, also repudiating the practice of ancestor veneration that is common among traditional African religions. ### Morality, ethics, and gender roles Most Rastas share a pair of fundamental moral principles known as the "two great commandments": love of God and love of neighbour. Many Rastas believe that to determine whether they should undertake a certain act or not, they should consult the presence of Jah within themselves. Rastafari promotes the idea of "living naturally", in accordance with what Rastas regard as nature's laws. It endorses the idea that Africa is the "natural" abode of black Africans, a continent where they can live according to African culture and tradition and be themselves on a physical, emotional, and intellectual level. Practitioners believe that Westerners and Babylon have detached themselves from nature through technological development and thus have become debilitated, slothful, and decadent. Some Rastas express the view that they should adhere to what they regard as African laws rather than the laws of Babylon, thus defending their involvement in certain acts which may be illegal in the countries that they are living in, for example defending the smoking of cannabis as a religious sacrament. In emphasising this Afrocentric approach, Rastafari expresses overtones of black nationalism. The scholar Maureen Warner-Lewis observed that Rastafari combined a "radical, even revolutionary" stance on socio-political issues, particularly regarding race, with a "profoundly traditional" approach to "philosophical conservatism" on other religious issues. Rastas typically look critically upon modern capitalism with its consumerism and materialism. They favour small-scale, pre-industrial and agricultural societies. Some Rastas have promoted activism as a means of achieving socio-political reform, while others believe in awaiting change that will be brought about through divine intervention in human affairs. In Jamaica, Rastas typically do not vote, derogatorily dismissing politics as "politricks", and rarely involve themselves in political parties or unions. The Rasta tendency to believe that socio-political change is inevitable opens the religion up to the criticism from the political left that it encourages adherents to do little or nothing to alter the status quo. Other Rastas do engage in political activism; the Ghanaian Rasta singer-songwriter Rocky Dawuni for instance was involved in campaigns promoting democratic elections, while in Grenada, many Rastas joined the People's Revolutionary Government formed in 1979. #### Gender roles and sexuality Rastafari promotes what it regards as the restoration of black manhood, believing that men in the African diaspora have been emasculated by Babylon. It espouses patriarchal principles, including the idea that women should submit to male leadership. External observers—including scholars such as Cashmore and Edmonds—have claimed that Rastafari accords women an inferior position to men. Rastafari women usually accept this subordinate position and regard it as their duty to obey their men; the academic Maureen Rowe suggested that women were willing to join the religion despite its restrictions because they valued the life of structure and discipline it provided. Rasta discourse often presents women as morally weak and susceptible to deception by evil, and claims that they are impure while menstruating. Rastas legitimise these gender roles by citing Biblical passages, particularly those in the Book of Leviticus and in the writings of Paul the Apostle. Rasta women usually wear clothing that covers their head and hides their body contours. Trousers are usually avoided in favour of long skirts. Women are expected to cover their head while praying, and in some Rasta groups this is expected of them whenever in public. Rasta discourse insists this female dress code is necessary to prevent women from attracting men and presents it as an antidote to the sexual objectification of women in Babylon. Rasta men are permitted to wear whatever they choose. Although men and women took part alongside each other in early Rasta rituals, from the late 1940s and 1950s the Rasta community increasingly encouraged gender segregation for ceremonies. This was legitimised with the explanation that women were impure through menstruation and that their presence at the ceremonies would distract male participants. As it existed in Jamaica, Rastafari did not promote monogamy. Rasta men are permitted multiple female sex partners, while women are expected to reserve their sexual activity for one male partner. Marriage is not usually formalised through legal ceremonies but is a common-law affair, although many Rastas are legally married. Rasta men refer to their female partners as "queens", or "empresses", while the males in these relationships are known as "kingmen". Rastafari places great importance on family life and the raising of children, with reproduction being encouraged. The religion emphasises the place of men in child-rearing, associating this with the recovery of African manhood. Women often work, sometimes while the man raises the children at home. Rastafari typically rejects feminism, although since the 1970s growing numbers of Rasta women have called for greater gender equity in the movement. The scholar Terisa E. Turner for instance encountered Kenyan feminists who were appropriating Rastafari content to suit their political agenda. Some Rasta women have challenged gender norms by wearing their hair uncovered in public and donning trousers. Rastafari regards procreation as the purpose of sex, and thus oral and anal sex are usually forbidden. Both contraception and abortion are usually censured, and a common claim in Rasta discourse is that these were inventions of Babylon to decrease the black African birth-rate. Rastas typically express hostile attitudes to homosexuality, regarding homosexuals as evil and unnatural; this attitude derives from references to same-sex sexual activity in the Bible. Homosexual Rastas probably conceal their sexual orientation because of these attitudes. Rastas typically see the growing acceptance of birth control and homosexuality in Western society as evidence of the degeneration of Babylon as it approaches its apocalyptic end. ## Practices Rastas refer to their cultural and religious practices as "livity". Rastafari does not place emphasis on hierarchical structures. It has no professional priesthood, with Rastas believing that there is no need for a priest to act as mediator between the worshipper and divinity. It nevertheless has "elders", an honorific title bestowed upon those with a good reputation among the community. Although respected figures, they do not necessarily have administrative functions or responsibilities. When they do oversee ritual meetings, they are often responsible for helping to interpret current events in terms of Biblical scripture. Elders often communicate with each other through a network to plan movement events and form strategies. ### Grounding The term "grounding" is used among Rastas to refer to the establishment of relationships between like-minded practitioners. Groundings often take place in a commune or yard, and are presided over by an elder. The elder is charged with keeping discipline and can ban individuals from attending. The number of participants can range from a handful to several hundred. Activities that take place at groundings include the playing of drums, chanting, the singing of hymns, and the recitation of poetry. Cannabis, known as ganja, is often smoked. Most groundings contain only men, although some Rasta women have established their own all-female grounding circles. One of the central activities at groundings is "reasoning". This is a discussion among assembled Rastas about the religion's principles and their relevance to current events. These discussions are supposed to be non-combative, although attendees can point out the fallacies in any arguments presented. Those assembled inform each other about the revelations that they have received through meditation and dream. Each contributor is supposed to push the boundaries of understanding until the entire group has gained greater insight into the topic under discussion. In meeting together with like-minded individuals, reasoning helps Rastas to reassure one another of the correctness of their beliefs. Rastafari meetings are opened and closed with prayers. These involve supplication of God, the supplication for the hungry, sick, and infants, and calls for the destruction of the Rastas' enemies, and then close with statements of adoration. The largest groundings were known as "groundations" or "grounations" in the 1950s, although they were subsequently re-termed "Nyabinghi Issemblies". The term "Nyabinghi" is adopted from the name of a mythical African queen. Nyabinghi Issemblies are often held on dates associated with Ethiopia and Haile Selassie. These include Ethiopian Christmas (7 January), the day on which Haile Selassie visited Jamaica (21 April), Selassie's birthday (23 July), Ethiopian New Year (11 September), and Selassie's coronation day (2 November). Some Rastas also organise Nyabinghi Issemblies to mark Jamaica's Emancipation Day (1 August) and Marcus Garvey's birthday (17 August). Nyabinghi Issemblies typically take place in rural areas, being situated in the open air or in temporary structures—known as "temples" or "tabernacles"—specifically constructed for the purpose. Any elder seeking to sponsor a Nyabinghi Issembly must have approval from other elders and requires the adequate resources to organise such an event. The assembly usually lasts between three and seven days. During the daytime, attendees engage in food preparation, ganja smoking, and reasoning, while at night they focus on drumming and dancing around bonfires. Nyabinghi Issemblies often attract Rastas from a wide area, including from different countries. They establish and maintain a sense of solidarity among the Rasta community and cultivate a feeling of collective belonging. Unlike in many other religions, rites of passage play no role in Rastafari; on death, various Rastas have been given Christian funerals by their relatives, as there are no established Rasta funeral rites. ### Use of cannabis The principal ritual of Rastafari is the smoking of ganja, also known as marijuana or cannabis. Among the names that Rastas give to the plant are callie, Iley, "the herb", "the holy herb", "the grass", and "the weed". Cannabis is usually smoked during groundings, although some practitioners also smoke it informally in other contexts. Some Rastas smoke it almost all of the time, something other practitioners regard as excessive, and many practitioners also ingest cannabis in a tea, as a spice in cooking, and as an ingredient in medicine. However, not all Rastas use ganja; abstainers explain that they have already achieved a higher level of consciousness and thus do not require it. In Rastafari, cannabis is considered a sacrament. Rastas argue that the use of ganja is promoted in the Bible, specifically in Genesis, Psalms, and Revelation. They regard it as having healing properties, eulogise it for inducing feelings of "peace and love", and claim that it cultivates a form of personal introspection that allows the smokers to discover their inner divinity. Some Rastas believe that cannabis smoke serves as an incense that counteracts immoral practices in society. Rastas typically smoke cannabis in the form of a large, hand-rolled cigarette known as a spliff. This is often rolled together while a prayer is offered to Jah; the spliff is lit and smoked only when the prayer is completed. At other times, cannabis is smoked in a water pipe referred to as a chalice: styles include kutchies, chillums, and steamers. The pipe is passed in a counter-clockwise direction around the assembled circle of Rastas. There are various options that might explain how cannabis smoking came to be part of Rastafari. By the 8th century, Arab traders had introduced cannabis to Central and Southern Africa. In the 19th century, enslaved Bakongo people arrived in Jamaica, where they established the religion of Kumina. In Kumina, cannabis was smoked during religious ceremonies in the belief that it facilitated possession by ancestral spirits. The religion was largely practiced in south-east Jamaica's Saint Thomas Parish, where a prominent early Rasta, Leonard Howell, lived while he was developing many of Rastafari's beliefs and practices; it may have been through Kumina that cannabis became part of Rastafari. A second possible source was the use of cannabis in Hindu rituals. Hindu migrants arrived in Jamaica as indentured servants from British India between 1834 and 1917, and brought cannabis with them. A Jamaican Hindu priest, Laloo, was one of Howell's spiritual advisors, and may have influenced his adoption of ganja. The adoption of cannabis may also have been influenced by the widespread medicinal and recreational use of cannabis among Afro-Jamaicans in the early 20th century. Early Rastafarians may have taken an element of Jamaican culture which they associated with their peasant past and the rejection of capitalism and sanctified it by according it Biblical correlates. In many countries—including Jamaica—cannabis is illegal and by using it, Rastas protest the rules and regulations of Babylon. In the United States, for example, thousands of practitioners have been arrested because of their possession of the drug. Rastas have also advocated for the legalisation of cannabis in those jurisdictions where it is illegal; in 2015, Jamaica decriminalized personal possession of marijuana up to two ounces and legalized it for medicinal and scientific purposes. In 2019, Barbados legalised Rastafari use of cannabis within religious settings and pledged 60 acres (24 ha) of land for Rastafari to grow it. ### Music Rastafari music developed at reasoning sessions, where drumming, chanting, and dancing are all present. Rasta music is performed to praise and commune with Jah, and to reaffirm the rejection of Babylon. Rastas believe that their music has healing properties, with the ability to cure colds, fevers, and headaches. Many of these songs are sung to the tune of older Christian hymns, but others are original Rasta creations. The bass-line of Rasta music is provided by the akete, a three-drum set, which is accompanied by percussion instruments like rattles and tambourines. A syncopated rhythm is then provided by the fundeh drum. In addition, a batá drum improvises over the rhythm. The different components of the music are regarded as displaying different symbolism; the bassline symbolises blows against Babylon, while the lighter beats denote hope for the future. As Rastafari developed, popular music became its chief communicative medium. During the 1960s, ska was a popular musical style in Jamaica, and although its protests against social and political conditions were mild, it gave early expression to Rasta socio-political ideology. Particularly prominent in the connection between Rastafari and ska were the musicians Count Ossie and Don Drummond. Ossie was a drummer who believed that black people needed to develop their own style of music; he was heavily influenced by Burru, an Afro-Jamaican drumming style. Ossie subsequently popularised this new Rastafari ritual music by playing at various groundings and groundations around Jamaica, with songs like "Another Moses" and "Babylon Gone" reflecting Rasta influence. Rasta themes also appeared in Drummond's work, with songs such as "Reincarnation" and "Tribute to Marcus Garvey". 1968 saw the development of reggae in Jamaica, a musical style typified by slower, heavier rhythms than ska and the increased use of Jamaican Patois. Like calypso, reggae was a medium for social commentary, although it demonstrated a wider use of radical political and Rasta themes than were previously present in Jamaican popular music. Reggae artists incorporated Rasta ritual rhythms, and also adopted Rasta chants, language, motifs, and social critiques. Songs like The Wailers' "African Herbsman" and Peter Tosh's "Legalize It" referenced cannabis use, while tracks like The Melodians' "Rivers of Babylon" and Junior Byles' "Beat Down Babylon" referenced Rasta beliefs in Babylon. Reggae gained widespread international popularity during the mid-1970s, coming to be viewed by black people in many different countries as music of the oppressed. Many Rastas grew critical of reggae, believing that it had commercialised their religion. Although reggae contains much Rastafari symbolism, and the two are widely associated, the connection is often exaggerated by non-Rastas. Most Rastas do not listen to reggae music, and reggae has also been utilised by other religious groups, such as Protestant Evangelicals. Out of reggae came dub music; dub artists often employ Rastafari terminology, even when not Rastas themselves. ### Language and symbolism Rastas typically regard words as having an intrinsic power, seeking to avoid language that contributes to servility, self-degradation, and the objectification of the person. Practitioners therefore often use their own form of language, known commonly as "dread talk", "Iyaric", and "Rasta talk". Developed in Jamaica during the 1940s, this use of language fosters group identity and cultivates particular values. Adherents believe that by formulating their own language they are launching an ideological attack on the integrity of the English language, which they view as a tool of Babylon. The use of this language helps Rastas distinguish and separate themselves from non-Rastas, for whom—according to Barrett—Rasta rhetoric can be "meaningless babbling". However, Rasta terms have also filtered into wider Jamaican speech patterns. Rastas make wide use of the pronoun "I". This denotes the Rasta view that the self is divine, and reminds each Rasta that they are not a slave and have value, worth, and dignity as a human being. For instance, Rastas use "I" in place of "me", "I and I" in place of "we", "I-ceive" in place of "receive", "I-sire" in place of "desire", "I-rate" in place of "create", and "I-men" in place of "Amen". Rastas refer to this process as "InI Consciousness" or "Isciousness". Rastas typically refer to Haile Selassie as "Haile Selassie I", thus indicating their belief in his divinity. Rastas also typically believe that the phonetics of a word should be linked to its meaning. For instance, Rastas often use the word "downpression" in place of "oppression" because oppression bears down on people rather than lifting them up, with "up" being phonetically akin to "opp-". Similarly, they often favour "livicate" over "dedicate" because "ded-" is phonetically akin to the word "dead". In the early decades of the religion's development, Rastas often said "Peace and Love" as a greeting, although the use of this declined as Rastafari matured. Rastas often make use of the colours red, black, green, and gold. Red, gold, and green were used in the Ethiopian flag, while, prior to the development of Rastafari, the Jamaican black nationalist activist Marcus Garvey had used red, green, and black as the colours for the Pan-African flag representing his United Negro Improvement Association. According to Garvey, the red symbolised the blood of martyrs, the black symbolised the skin of Africans, and the green represented the vegetation of the land, an interpretation endorsed by some Rastas. The colour gold is often included alongside Garvey's three colours; it has been adopted from the Jamaican flag, and is often interpreted as symbolising the minerals and raw materials which constitute Africa's wealth. Rastas often paint these colours onto their buildings, vehicles, kiosks, and other items, or display them on their clothing, helping to distinguish Rastas from non-Rastas and allowing adherents to recognise their co-religionists. As well as being used by Rastas, the colour set has also been adopted by Pan-Africanists more broadly, who use it to display their identification with Afrocentricity; for this reason it was adopted on the flags of many post-independence African states. Rastas often accompany the use of these three or four colours with the image of the Lion of Judah, also adopted from the Ethiopian flag and symbolizing Haile Selassie. ### Diet Rastas seek to produce food "naturally", eating what they call ital, or "natural" food. This is often grown organically, and locally. Most Rastas adhere to the dietary laws outlined in the Book of Leviticus, and thus avoid eating pork or crustaceans. Other Rastas remain vegetarian, or vegan, a practice stemming from their interpretation of Leviticus. Many also avoid the addition of additives, including sugar and salt, to their food. Rasta dietary practices have been ridiculed by non-Rastas; in Ghana for example, where food traditionally includes a high meat content, the Rastas' emphasis on vegetable produce has led to the joke that they "eat like sheep and goats". In Jamaica, Rasta practitioners have commercialised ital food, for instance by selling fruit juices prepared according to Rasta custom. Rastafarians typically avoid food produced by non-Rastas or from unknown sources. Rasta men refuse to eat food prepared by a woman while she is menstruating, and some will avoid food prepared by a woman at any time. Rastas also generally avoid alcohol, cigarettes, and hard drugs such as heroin and cocaine, presenting these substances as unnatural and dirty and contrasting them with cannabis. Rastas also often avoid mainstream scientific medicine and will reject surgery, injections, or blood transfusions. Instead they utilise herbal medicine for healing, especially teas and poultices, with cannabis often used as an ingredient. ### Appearance Rastas use their physical appearance as a means of visually demarcating themselves from non-Rastas. Male practitioners will often grow long beards, and many Rastas prefer to wear African styles of clothing, such as dashikis, rather than styles that originated in Western countries. However, it is the formation of hair into dreadlocks that is one of the most recognisable Rasta symbols. Rastas believe that dreadlocks are promoted in the Bible, specifically in the Book of Numbers, and regard them as a symbol of strength linked to the hair of the Biblical figure of Samson. They argue that their dreadlocks mark a covenant that they have made with Jah, and reflect their commitment to the idea of 'naturalness'. They also perceive the wearing of dreads as a symbolic rejection of Babylon and a refusal to conform to its norms regarding grooming aesthetics. Rastas are often critical of black people who straighten their hair, believing that it is an attempt to imitate white European hair and thus reflects alienation from a person's African identity. Sometimes this dreadlocked hair is then shaped and styled, often inspired by a lion's mane symbolising Haile Selassie, who is regarded as "the Conquering Lion of Judah". Rastas differ on whether they regard dreadlocks as compulsory for practicing the religion. Some Rastas do not wear their hair in dreadlocks; within the religion they are often termed "cleanface" Rastas, with those wearing dreadlocked hair often called "locksmen". Some Rastas have also joined the Ethiopian Orthodox Tewahedo Church, the Christian organisation to which Haile Selassie belonged, and these individuals are forbidden from putting their hair in dreadlocks by the Church. In reference to Rasta hairstyles, Rastas often refer to non-Rastas as "baldheads", or "combsome", while those who are new to Rastafari and who have only just started to grow their hair into dreads are termed "nubbies". Members of the Bobo Ashanti sect of Rastas conceal their dreadlocks within turbans, while some Rastas tuck their dreads under a rastacap or tam headdress, usually coloured green, red, black, and yellow. Dreadlocks and Rastafari-inspired clothing have also been worn for aesthetic reasons by non-Rastas. For instance, many reggae musicians who do not adhere to the Rastafari religion wear their hair in dreads. From the beginning of the Rastafari movement in the 1930s, adherents typically grew beards and tall hair, perhaps in imitation of Haile Selassie. The wearing of hair as dreadlocks then emerged as a Rasta practice in the 1940s; there were debates within the movement as to whether dreadlocks should be worn or not, with proponents of the style becoming dominant. There are various claims as to how this practice was adopted. One claim is that it was adopted in imitation of certain African nations, such as the Maasai, Somalis, or Oromo, or that it was inspired by the hairstyles worn by some of those involved in the anti-colonialist Mau Mau Uprising in Kenya. An alternative explanation is that it was inspired by the hairstyles of the Hindu sadhus. The wearing of dreadlocks has contributed to negative views of Rastafari among non-Rastas, many of whom regard it as wild and unattractive. Dreadlocks remain socially stigmatised in many societies; in Ghana for example, they are often associated with the homeless and mentally ill, with such associations of marginality extending onto Ghanaian Rastas. In Jamaica during the mid-20th century, teachers and police officers used to forcibly cut off the dreads of Rastas. In various countries, Rastas have since won legal battles ensuring their right to wear dreadlocks: in 2020, for instance, the High Court of Malawi ruled that all public schools must allow their students to wear dreadlocks. The decision to begin to be enforced before the 30th of June 2023 of schools will be in breach of the country's constitution. ## History Rastafari developed out of the legacy of the Atlantic slave trade, in which over ten million enslaved Africans were transported to the Americas between the 16th and 19th centuries. Under 700,000 of these slaves were settled in the British colony of Jamaica. The British government abolished slavery in the Caribbean island in 1834, although racial prejudice remained prevalent across Jamaican society. ### Ethiopianism, Back to Africa, and Marcus Garvey Rastafari owed much to intellectual frameworks arising in the 19th and early 20th centuries. One key influence on Rastafari was Christian Revivalism, with the Great Revival of 1860–61 drawing many Afro-Jamaicans to join churches. Increasing numbers of Pentecostal missionaries from the United States arrived in Jamaica during the early 20th century, climaxing in the 1920s. Further contributing significantly to Rastafari's development were Ethiopianism and the Back to Africa ethos, both traditions with 18th-century roots. In the 19th century, there were growing calls for the African diaspora located in Western Europe and the Americas to be resettled in Africa, with some of this diaspora establishing colonies in Sierra Leone and Liberia. Based in Liberia, the black Christian preacher Edward Wilmot Blyden began promoting African pride and the preservation of African tradition, customs, and institutions. Also spreading throughout Africa was Ethiopianism, a movement that accorded special status to the east African nation of Ethiopia because it was mentioned in various Biblical passages. For adherents of Ethiopianism, "Ethiopia" was regarded as a synonym of Africa as a whole. Of significant influence on Rastafari was the Jamaican activist Marcus Garvey, who spent much of his adult life in the US and Britain. Garvey supported the idea of global racial separatism and called for part of the African diaspora to relocate to Africa. His ideas faced opposition from civil rights activists like W. E. B. Du Bois who supported racial integration, and as a mass movement, Garveyism declined in the Great Depression of the 1930s. A rumour later spread that in 1916, Garvey had called on his supporters to "look to Africa" for the crowning of a black king; this quote was never verified. However, in August 1930, Garvey's play, Coronation of an African King, was performed in Kingston. Its plot revolved around the crowning of the fictional Prince Cudjoe of Sudan, although it anticipated the crowning of Haile Selassie later that year. Rastas hold Garvey in great esteem, with many regarding him as a prophet. Garvey knew of Rastafari, but took a largely negative view of the religion; he also became a critic of Haile Selassie, calling him "a great coward" who rules a "country where black men are chained and flogged". ### Haile Selassie and the early Rastas: 1930–1949 Haile Selassie was crowned Emperor of Ethiopia in 1930, becoming the first sovereign monarch crowned in Sub-Saharan Africa since 1891 and first Christian one since 1889. A number of Jamaica's Christian clergymen claimed that Selassie's coronation was evidence that he was the black messiah that they believed was prophesied in the Book of Revelation, the Book of Daniel, and Psalms. Over the following years, several street preachers—most notably Leonard Howell, Archibald Dunkley, Robert Hinds, and Joseph Hibbert—began claiming that Haile Selassie was the returned Jesus. They first did so in Kingston, and soon the message spread throughout 1930s Jamaica, especially among poor communities who were hit particularly hard by the Great Depression. Clarke stated that "to all intents and purposes this was the beginning" of the Rastafari movement. Howell has been described as the "leading figure" in the early Rastafari movement. He preached that black Africans were superior to white Europeans and that Afro-Jamaicans should owe their allegiance to Haile Selassie rather than to King George V. The island's colonial authorities arrested him and charged him with sedition in 1934, resulting in a two-year imprisonment. Following his release, Howell established the Ethiopian Salvation Society and in 1939 established a Rasta community, known as Pinnacle, in Saint Catherine Parish. Police feared that Howell was training his followers for an armed rebellion and were angered that it was producing cannabis for sale. They raided the community on several occasions and Howell was imprisoned for a further two years. Upon his release he returned to Pinnacle, but the police continued with their raids and shut down the community in 1954; Howell himself was committed to a mental hospital. In 1936, Italy invaded and occupied Ethiopia, and Haile Selassie went into exile. The invasion brought international condemnation and led to growing sympathy for the Ethiopian cause. In 1937, Selassie created the Ethiopian World Federation, which established a branch in Jamaica later that decade. In 1941, Allied forces drove the Italians out of Ethiopia and Selassie returned to reclaim his throne. Many Rastas interpreted this as the fulfilment of a prophecy made in the Book of Revelation. ### Growing visibility: 1950–1969 Rastafari's main appeal was among the lower classes of Jamaican society. For its first thirty years, Rastafari was in a conflictual relationship with the Jamaican authorities. Jamaica's Rastas expressed contempt for many aspects of the island's society, viewing the government, police, bureaucracy, professional classes, and established churches as instruments of Babylon. Relations between practitioners and the police were strained, with Rastas often being arrested for cannabis possession. During the 1950s the movement grew rapidly in Jamaica itself and also spread to other Caribbean islands, the United States, and the United Kingdom. In the 1940s and 1950s, a more militant brand of Rastafari emerged. The vanguard of this was the House of Youth Black Faith, a group whose members were largely based in West Kingston. Backlash against the Rastas grew after a practitioner of the religion allegedly killed a woman in 1957. In March 1958, the first Rastafarian Universal Convention was held in the settlement of Back-o-Wall, Kingston. Following the event, militant Rastas unsuccessfully tried to capture the city in the name of Haile Selassie. Later that year they tried again in Spanish Town. The increasing militancy of some Rastas resulted in growing alarm about the religion in Jamaica. According to Cashmore, the Rastas became "folk devils" in Jamaican society. In 1959, the self-declared prophet and founder of the African Reform Church, Claudius Henry, sold thousands of tickets to Afro-Jamaicans, including many Rastas, for passage on a ship that he claimed would take them to Africa. The ship never arrived and Henry was charged with fraud. In 1960 he was sentenced to six years imprisonment for conspiring to overthrow the government. Henry's son was accused of being part of a paramilitary cell and executed, confirming public fears about Rasta violence. One of the most prominent clashes between Rastas and law enforcement was the Coral Gardens incident of 1963, in which an initial skirmish between police and Rastas resulted in several deaths and led to a larger roundup of practitioners. Clamping down on the Rasta movement, in 1964 the island's government implemented tougher laws surrounding cannabis use. At the invitation of Jamaica's government, Haile Selassie visited the island for the first time on 21 April 1966, with thousands of Rastas assembled in the crowd waiting to meet him at the airport. The event was the high point of their discipleship for many of the religion's members. Over the course of the 1960s, Jamaica's Rasta community underwent a process of routinisation, with the late 1960s witnessing the launch of the first official Rastafarian newspaper, the Rastafarian Movement Association's Rasta Voice. The decade also saw Rastafari develop in increasingly complex ways, as it did when some Rastas began to reinterpret the idea that salvation required a physical return to Africa, instead interpreting salvation as coming through a process of mental decolonisation that embraced African approaches to life. Whereas its membership had previously derived predominantly from poorer sectors of society, in the 1960s Rastafari began attracting support from more privileged groups like students and professional musicians. The foremost group emphasising this approach was the Twelve Tribes of Israel, whose members came to be known as "Uptown Rastas". Among those attracted to Rastafari in this decade were middle-class intellectuals like Leahcim Semaj, who called for the religious community to place greater emphasis on scholarly social theory as a method of achieving change. Although some Jamaican Rastas were critical of him, many came under the influence of the Guyanese black nationalist academic Walter Rodney, who lectured to their community in 1968 before publishing his thoughts as the pamphlet Groundings. Like Rodney, many Jamaican Rastas were influenced by the U.S.-based Black Power movement. After Black Power declined following the deaths of prominent exponents such as Malcolm X, Michael X, and George Jackson, Rastafari filled the vacuum it left for many black youth. ### International spread and decline: 1970–present In the mid-1970s, reggae's international popularity exploded. The most successful reggae artist was Bob Marley, who—according to Cashmore—"more than any other individual, was responsible for introducing Rastafarian themes, concepts and demands to a truly universal audience". Reggae's popularity led to a growth in "pseudo-Rastafarians", individuals who listened to reggae and wore Rasta clothing but did not share its belief system. Many Rastas were angered by this, believing it commercialised their religion. Through reggae, Rasta musicians became increasingly important in Jamaica's political life during the 1970s. To bolster his popularity with the electorate, Jamaican Prime Minister Michael Manley employed Rasta imagery and courted and obtained support from Marley and other reggae musicians. Manley described Rastas as a "beautiful and remarkable people" and carried a cane, the "rod of correction", which he claimed was a gift from Haile Selassie. Following Manley's example, Jamaican political parties increasingly employed Rasta language, symbols, and reggae references in their campaigns, while Rasta symbols became increasingly mainstream in Jamaican society. This helped to confer greater legitimacy on Rastafari, with reggae and Rasta imagery being increasingly presented as a core part of Jamaica's cultural heritage for the growing tourist industry. In the 1980s, a Rasta, Barbara Makeda Blake Hannah, became a senator in the Jamaican Parliament. Enthusiasm for Rastafari was likely dampened by the death of Haile Selassie in 1975 and that of Marley in 1981. During the 1980s, the number of Rastas in Jamaica declined, with Pentecostal and other Charismatic Christian groups proving more successful at attracting young recruits. Several publicly prominent Rastas converted to Christianity, and two of those who did so—Judy Mowatt and Tommy Cowan—maintained that Marley had converted from Rastafari to Christianity, in the form of the Ethiopian Orthodox Church, during his final days. The significance of Rastafari messages in reggae also declined with the growing popularity of dancehall, a Jamaican musical genre that typically foregrounded lyrical themes of hyper-masculinity, violence, and sexual activity rather than religious symbolism. The mid-1990s saw a revival of Rastafari-focused reggae associated with musicians like Anthony B, Buju Banton, Luciano, Sizzla, and Capleton. From the 1990s, Jamaica also witnessed the growth of organised political activity within the Rasta community, seen for instance through campaigns for the legalisation of cannabis and the creation of political parties like the Jamaican Alliance Movement and the Imperial Ethiopian World Federation Incorporated Political Party, none of which attained more than minimal electoral support. In 1995, the Rastafari Centralization Organization was established in Jamaica as an attempt to organise the Rastafari community. ## Organisation Rastafari is not a homogeneous movement and has no single administrative structure, nor any single leader. A majority of Rastas avoid centralised and hierarchical structures because they do not want to replicate the structures of Babylon and because their religion's ultra-individualistic ethos places emphasis on inner divinity. The structure of most Rastafari groups is less like that of Christian denominations and is instead akin to the cellular structure of other African diasporic traditions like Haitian Vodou, Cuban Santería, and Jamaica's Revival Zion. Since the 1970s, there have been attempts to unify all Rastas, namely through the establishment of the Rastafari Movement Association, which sought political mobilisation. In 1982, the first international assembly of Rastafari groups took place in Toronto, Canada. This and subsequent international conferences, assemblies, and workshops have helped to cement global networks and cultivate an international community of Rastas. ### Mansions of Rastafari Sub-divisions of Rastafari are often referred to as "houses" or "mansions", in keeping with a passage from the Gospel of John (14:2): as translated in the King James Bible, Jesus states "In my father's house are many mansions". The three most prominent branches are the House of Nyabinghi, the Bobo Ashanti, and the Twelve Tribes of Israel, although other important groups include the Church of Haile Selassie I, Inc., and the Fulfilled Rastafari. By fragmenting into different houses without any single leader, Rastafari became more resilient amid opposition from Jamaica's government during the early decades of the movement. Probably the largest Rastafari group, the House of Nyabinghi is an aggregate of more traditional and militant Rastas who seek to retain the movement close to the way in which it existed during the 1940s. They stress the idea that Haile Selassie was Jah and the reincarnation of Jesus. The wearing of dreadlocks is regarded as indispensable and patriarchal gender roles are strongly emphasised, while, according to Cashmore, they are "vehemently anti-white". Nyabinghi Rastas refuse to compromise with Babylon and are often critical of reggae musicians like Marley, whom they regard as having collaborated with the commercial music industry. The Bobo Ashanti sect was founded in Jamaica by Emanuel Charles Edwards through the establishment of his Ethiopia Africa Black International Congress (EABIC) in 1958. The group established a commune in Bull Bay, where they were led by Edwards until his death in 1994. The group hold to a highly rigid ethos. Edwards advocated the idea of a new trinity, with Haile Selassie as the living God, himself as the Christ, and Garvey as the prophet. Male members are divided into two categories: the "priests" who conduct religious services and the "prophets" who take part in reasoning sessions. It places greater restrictions on women than most other forms of Rastafari; women are regarded as impure because of menstruation and childbirth and so are not permitted to cook for men. The group teaches that black Africans are God's chosen people and are superior to white Europeans, with members often refusing to associate with white people. Bobo Ashanti Rastas are recognisable by their long, flowing robes and turbans. The Twelve Tribes of Israel group was founded in 1968 in Kingston by Vernon Carrington. He proclaimed himself the reincarnation of the Old Testament prophet Gad and his followers call him "Prophet Gad", "Brother Gad", or "Gadman". It is commonly regarded as the most liberal form of Rastafari and the closest to Christianity. Practitioners are often dubbed "Christian Rastas" because they believe Jesus is the only saviour; Haile Selassie is accorded importance, but is not viewed as the second coming of Jesus. The group divides its members into twelve groups according to which Hebrew calendar month they were born in; each month is associated with a particular colour, body part, and mental function. Maintaining dreadlocks and an ital diet are considered commendable but not essential, while adherents are called upon to read a chapter of the Bible each day. Membership is open to individuals of any racial background. The Twelve Tribes peaked in popularity during the 1970s, when it attracted artists, musicians, and many middle-class followers—Marley among them—resulting in the terms "middle-class Rastas" and "uptown Rastas" being applied to members of the group. Carrington died in 2005, since which time the Twelve Tribes of Israel have been led by an executive council. As of 2010, it was recorded as being the largest of the centralised Rasta groups. It remains headquartered in Kingston, although it has followers outside Jamaica; the group was responsible for establishing the Rasta community in Shashamane, Ethiopia. The Church of Haile Selassie, Inc., was founded by Abuna Foxe and operated much like a mainstream Christian church, with a hierarchy of functionaries, weekly services, and Sunday schools. In adopting this broad approach, the Church seeks to develop Rastafari's respectability in wider society. Fulfilled Rastafari is a multi-ethnic movement that has spread in popularity during the 21st century, in large part through the Internet. The Fulfilled Rastafari group accept Haile Selassie's statements that he was a man and that he was a devout Christian, and so place emphasis on worshipping Jesus through the example set forth by Haile Selassie. The wearing of dreadlocks and the adherence to an ital diet are considered issues up to the individual. ## Demographics As of 2012, there were an estimated 700,000 to 1,000,000 Rastas worldwide. They can be found in many different regions, including most of the world's major population centres. Rastafari's influence on wider society has been more substantial than its numerical size, particularly in fostering a racial, political, and cultural consciousness among the African diaspora and Africans themselves. Men dominate Rastafari. In its early years, most of its followers were men, and the women who did adhere to it tended to remain in the background. This picture of Rastafari's demographics has been confirmed by ethnographic studies conducted in the late 20th and early 21st centuries. The Rasta message resonates with many people who feel marginalised and alienated by the values and institutions of their society. Internationally, it has proved most popular among the poor and among marginalised youth. In valorising Africa and blackness, Rastafari provides a positive identity for youth in the African diaspora by allowing them to psychologically reject their social stigmatisation. It then provides these disaffected people with the discursive stance from which they can challenge capitalism and consumerism, providing them with symbols of resistance and defiance. Cashmore expressed the view that "whenever there are black people who sense an injust disparity between their own material conditions and those of the whites who surround them and tend to control major social institutions, the Rasta messages have relevance." ### Conversion and deconversion Rastafari is a non-missionary religion. However, elders from Jamaica often go "trodding" to instruct new converts in the fundamentals of the religion. On researching English Rastas during the 1970s, Cashmore noted that they had not converted instantaneously, but rather had undergone "a process of drift" through which they gradually adopted Rasta beliefs and practices, resulting in their ultimate acceptance of Haile Selassie's central importance. Based on his research in West Africa, Neil J. Savishinsky found that many of those who converted to Rastafari came to the religion through their pre-existing use of marijuana as a recreational drug. Rastas often claim that—rather than converting to the religion—they were actually always a Rasta and that their embrace of its beliefs was merely the realisation of this. There is no formal ritual carried out to mark an individual's entry into the Rastafari movement, although once they do join an individual often changes their name, with many including the prefix "Ras". Rastas regard themselves as an exclusive and elite community, membership of which is restricted to those who have the "insight" to recognise Haile Selassie's importance. Practitioners thus often regard themselves as the "enlightened ones" who have "seen the light". Many of them see no point in establishing good relations with non-Rastas, believing that the latter will never accept Rastafari doctrine as truth. Some Rastas have left the religion. Clarke noted that among British Rastas, some returned to Pentecostalism and other forms of Christianity, while others embraced Islam or no religion. Some English ex-Rastas described disillusionment when the societal transformation promised by Rastafari failed to appear, while others felt that while Rastafari would be appropriate for agrarian communities in Africa and the Caribbean, it was not suited to industrialised British society. Others experienced disillusionment after developing the view that Haile Selassie had been an oppressive leader of the Ethiopian people. Cashmore found that some British Rastas who had more militant views left the religion after finding its focus on reasoning and music insufficient for the struggle against white domination and racism. ### Regional spread Although it remains most concentrated in the Caribbean, Rastafari has spread to many areas of the world and adapted into many localised variants. It has spread primarily in Anglophone regions and countries, largely because reggae music has primarily been produced in the English language. It is thus most commonly found in the Anglophone Caribbean, United States, Canada, United Kingdom, Australia and New Zealand, and Anglophone parts of Africa. #### Jamaica and the Americas Barrett described Rastafari as "the largest, most identifiable, indigenous movement in Jamaica." In the mid-1980s, there were approximately 70,000 members and sympathisers of Rastafari in Jamaica. The majority were male, working-class, former Christians aged between 18 and 40. In the 2011 Jamaican census, 29,026 individuals identified as Rastas. Jamaica's Rastas were initially entirely from the Afro-Jamaican majority, and although Afro-Jamaicans are still the majority, Rastafari has also gained members from the island's Chinese, Indian, Afro-Chinese, Afro-Jewish, mulatto, and white minorities. Until 1965, the vast majority were from the lower classes, although it has since attracted many middle-class members; by the 1980s, there were Jamaican Rastas working as lawyers and university professors. Jamaica is often valorised by Rastas as the fountain-head of their faith, and many Rastas living elsewhere travel to the island on pilgrimage. Both through travel between the islands, and through reggae's popularity, Rastafari spread across the eastern Caribbean during the 1970s. Here, its ideas complemented the anti-colonial and Afrocentric views prevalent in countries like Trinidad, Grenada, Dominica, and St Vincent. In these countries, the early Rastas often engaged in cultural and political movements to a greater extent than their Jamaican counterparts had. Various Rastas were involved in Grenada's 1979 New Jewel Movement and were given positions in the Grenadine government until it was overthrown and replaced following the U.S. invasion of 1983. Although Fidel Castro's Marxist–Leninist government generally discouraged foreign influences, Rastafari was introduced to Cuba alongside reggae in the 1970s. Foreign Rastas studying in Cuba during the 1990s connected with its reggae scene and helped to further ground it in Rasta beliefs. In Cuba, most Rastas have been male and from the Afro-Cuban population. Rastafari was introduced to the United States and Canada with the migration of Jamaicans to continental North America in the 1960s and 1970s. American police were often suspicious of Rastas and regarded Rastafari as a criminal sub-culture. Rastafari also attracted converts from within several Native American communities and picked up some support from white members of the hippie subculture, which was then in decline. In Latin America, small communities of Rastas have also established in Brazil, Panama, and Nicaragua. #### Africa Some Rastas in the African diaspora have followed through with their beliefs about resettlement in Africa, with Ghana and Nigeria being particularly favoured. In West Africa, Rastafari has spread largely through the popularity of reggae, gaining a larger presence in Anglophone areas than their Francophone counterparts. Caribbean Rastas arrived in Ghana during the 1960s, encouraged by its first post-independence president, Kwame Nkrumah, while some native Ghanaians also converted to the religion. The largest congregation of Rastas has been in southern parts of Ghana, around Accra, Tema, and the Cape Coast, although Rasta communities also exist in the Muslim-majority area of northern Ghana. The Rasta migrants' wearing of dreadlocks was akin to that of the native fetish priests, which may have assisted the presentation of these Rastas as having authentic African roots in Ghanaian society. However, Ghanaian Rastas have complained of social ostracism and prosecution for cannabis possession, while non-Rastas in Ghana often consider them to be "drop-outs", "too Western", and "not African enough". A smaller number of Rastas are found in Muslim-majority countries of West Africa, such as Gambia and Senegal. One West African group that wear dreadlocks are the Baye Faal, a Mouride sect in Senegambia, some of whose practitioners have started calling themselves "Rastas" in reference to their visual similarity to Rastafari. The popularity of dreadlocks and marijuana among the Baye Faal may have been spread in large part through access to Rasta-influenced reggae in the 1970s. A small community of Rastas also appeared in Burkina Faso. In the 1960s, a Rasta settlement was established in Shashamane, Ethiopia, on land made available by Haile Selassie's Ethiopian World Federation. The community faced many problems; 500 acres were confiscated by the Marxist government of Mengistu Haile Mariam. There were also conflicts with local Ethiopians, who largely regarded the incoming Rastas, and their Ethiopian-born children, as foreigners. The Shashamane community peaked at a population of 2,000, although subsequently declined to around 200. By the early 1990s, a Rasta community existed in Nairobi, Kenya, whose approach to the religion was informed both by reggae and by traditional Kikuyu religion. Rastafari groups have also appeared in Zimbabwe,Malawi and in South Africa; in 2008, there were at least 12,000 Rastas in the country. At an African Union/Caribbean Diaspora conference in South Africa in 2005, a statement was released characterising Rastafari as a force for integration of Africa and the African diaspora. #### Europe During the 1950s and 1960s, Rastas were among the thousands of Caribbean migrants who settled in the United Kingdom, leading to small groups appearing in areas of London such as Brixton and Notting Hill in the 1950s. By the late 1960s, Rastafari had attracted converts from the second generation of British Caribbean people, spreading beyond London to cities like Birmingham, Leicester, Liverpool, Manchester, and Bristol. Its spread was aided by the gang structures that had been cultivated among black British youth by the rudeboy subculture, and gained increasing attention in the 1970s through reggae's popularity. According to the 2001 United Kingdom Census there are about 5000 Rastafari living in England and Wales. Clarke described Rastafari as a small but "extremely influential" component of black British life. Rastafari also established itself in various continental European countries, among them the Netherlands, Germany, Portugal, and France, gaining a particular foothold among black migrant populations but also attracting white converts. In France for instance it established a presence in two cities with substantial black populations, Paris and Bordeaux, while in the Netherlands, it attracted converts within the Surinamese migrant community. #### Australasia and Asia Rastafari attracted membership from within the Maori population of New Zealand, and the Aboriginal population of Australia. Rastafari has also established a presence in Japan, and in Israel, primarily among those highlighting similarities between Judaism and Rastafari. ## See also - List of Rastafarians - Abrahamic religions
29,140,923
Round Church, Preslav
1,095,053,722
Large partially preserved early medieval Eastern Orthodox church in Bulgaria
[ "10th-century churches", "Archaeological sites in Bulgaria", "Buildings and structures in Shumen Province", "Bulgarian Orthodox cathedrals", "Churches in Bulgaria", "Golden Age of medieval Bulgarian culture", "History of Shumen Province", "Medieval Bulgarian Orthodox church buildings", "Preslav", "Round churches", "Tourist attractions in Shumen Province" ]
The Round Church (Bulgarian: Кръгла църква, Kragla tsarkva), also known as the Golden Church (Златна църква, Zlatna tsarkva) or the Church of St John (църква "Свети Йоан", tsarkva "Sveti Yoan"), is a large partially preserved early medieval Eastern Orthodox church. It lies in Preslav, the former capital of the First Bulgarian Empire, today a town in northeastern Bulgaria. The church dates to the early 10th century, the time of Tsar Simeon I's rule, and was unearthed and first archaeologically examined in 1927–1928. Considered to be one of the most impressive examples of medieval Bulgarian architecture, the Round Church takes its name from the distinctive shape of one of its three sections, the cella (naos), which is a rotunda that serves as a place of liturgy. The church's design also includes a wide atrium and a rectangular entrance area, or narthex, marked by two circular turrets. The church has been likened to examples of religious architecture from the late Roman (Early Christian) period, the Caucasus, and the Carolingian Pre-Romanesque of Charlemagne because of its characteristic plan, which is significantly different from contemporaneous Bulgarian or Byzantine buildings. The church's alternative name, the Golden Church, stems from its possible and popular identification with a "new golden church" in Preslav referenced in a medieval literary source. The Round Church's rich interior decoration, which makes ample use of mosaics, ceramics and marble details, distinguishes it from other churches in Preslav. Its interior features hundreds of drawings depicting ships, fauna, and Christian figures. Medieval inscriptions on the walls range from names of saints in Byzantine Greek to separate letters and short texts in the Glagolitic and Cyrillic alphabets. ## Background Founded in 681 as a pagan state, Bulgaria was formally Christianised by Byzantine clergy in the 860s, under Prince Boris (r. 852–889). The right to convert Bulgaria to Christianity was the subject of a political dispute between Byzantium and the Papacy. With the conversion to Christianity, Boris hoped to solve internal ethnic issues and improve the foreign relations of his state, which was not treated equally by the Christian rulers of Europe. The Round Church was constructed during the rule of Boris' son and successor, Simeon (r. 893–927), whose successful campaigns established Bulgaria's temporary superiority over Byzantium, at times threatening the Byzantine capital at Constantinople. He extended the territory of the First Bulgarian Empire over most of the Balkans, to the Adriatic and the Aegean. Simeon also conquered the lands of modern Serbia and Montenegro and efficiently eliminated the Magyar threat from the north. Counted among Bulgaria's greatest leaders, Simeon was a benefactor of literature and the arts; his reign is considered the "Golden Age" of medieval Bulgarian culture because of Bulgaria's literary influence over contemporary Slavic Europe. The city of Preslav was made the capital of Bulgaria early in Simeon's reign, partly because of the former capital Pliska's association with pre-Christian paganism. Simeon turned Preslav into a cultural centre, a true rival to Constantinople. Some of the most eminent scholars of Bulgaria's Golden Age worked at the Preslav Literary School. Intended more as a royal residence and a showcase of cultural power than a fortress, the city boasted impressive architecture, including a large number of characteristic palaces and dozens of churches. Among them the Round Church, regarded as "one of the most impressive monuments of medieval Bulgarian architecture" and an "expression of the highest achievements of Old Bulgarian culture", stood out. ## Identification and history The Round Church is popularly identified with the "new golden church" referenced in a colophon to an Old Bulgarian translation of Athanasius of Alexandria's Orations Against the Arians. The text says that the translation was done on the order of Prince Simeon by Constantine of Preslav and copied by Theodore Dox, "at the mouth of the Ticha in the [Byzantine] year 6415 indiction 14 [907 AD], where the same prince had the holy new golden church built". It is uncertain whether the "mouth of the Ticha" refers to a narrow section of the river, to the Ustie pass near the city, or possibly to a certain location next to the outer city walls and in the direct vicinity of the Round Church ruins. This problem aside, if "golden" is to be taken literally, the source is also unclear as to whether the church is the new one among the city's golden churches, or the single golden one among the new churches in Preslav. Scholar Stancho Vaklinov considers the identification of the Round Church as the "new golden church" from literature "incontestable", while art historian Nikola Mavrodinov is of the opinion that it is probable. On the other hand, historian A. P. Vlasto believes this identification to be "not absolutely certain". If the church from the marginal note is equated with the Round Church, then it can be conclusively dated to no more than a few years before 907. While the church can be ascribed to no later than the 10th century, some scholars have suggested that it may have been constructed directly on top of a much earlier late Roman basilica due to its antiquated plan. A possible donor (ktetor) of at least part of the church's construction is a high-ranking church official (chartophylax) named Paul, who is mentioned in an inscription inside the church. The main part of the work was likely funded by Simeon, who may have acted as a chief sponsor. There is debate in Bulgarian academic circles as to whether the church was built as a monastery church or as a separate cathedral. If the buildings neighbouring the church are interpreted as the residential part of a monastery, it was most probably established after the construction of the Round Church, during the rule of Tsar Peter I (r. 927–969). The absence of entrances on these buildings on the sides facing the church and the presence of a large atrium make it unlikely. Another argument against the Round Church being a monastery church is its location, isolated from other buildings yet accessible to the public outside the inner city. Scholar Bistra Nikolova considers it a city cathedral and compares it in function to the Great Basilica in Pliska. Another researcher, Krastyu Miyatev, sees it as a royal church of Simeon, but art historian Nikola Mavrodinov and archaeologist Totyu Totev insist it belonged to a monastery from the beginning. The earliest excavations of the site were carried out in 1927–1928 by archaeologists from the National Archaeological Museum in Sofia and the Bulgarian Antiquities Society under the direction of Yordan Gospodinov. A second effort headed by Krastyu Miyatev resulted in a much more in-depth study, and archaeological research at the site is ongoing. In 1927, the Round Church, along with the entirety of medieval Preslav, was proclaimed a historical and archaeological reserve and placed under state protection as a national antiquity. In 1970, it was individually included in the list of monuments of culture of national importance with a publication in that year's State Gazette, issue 46. As part of the Veliki Preslav architectural reserve, the Round Church is listed as No. 98 among the 100 Tourist Sites of Bulgaria. The Church of St Petka in Ruse, opened in 1944, was built as a reconstruction of the Round Church in Preslav. The Round Church underwent partial restoration in the late 1990s and early 2000s. In December 2009, plans were announced to reconstruct the church in its entirety, without demolishing or altering any of the original structural remains. A monument dedicated to Tsar Simeon was unveiled in the immediate vicinity of the Round Church on 27 May 2007 to honour the 1080th anniversary of his death. Despite not being an active church, it is regularly used for baptisms and weddings. ## Architecture ### Location and style The Round Church was built outside Preslav's inner city, which mostly included the royal palace and its associated buildings such as the Royal Basilica. It was still within the outer city limits, and lay in Preslav's southeastern part, some 250 metres (820 ft) from the South Gate of the inner city. It was situated on a high terrace. Today the Round Church, along with the other ruins of medieval Preslav, lie not far from the modern town of Veliki Preslav, which is the administrative centre of a municipality in Shumen Province, northeastern Bulgaria. While no church from this age in the Slavic-populated parts of the Balkans was up-to-date with contemporary Byzantine architecture, the Round Church differs markedly because of its centralized, circular plan, which is unique in medieval Bulgarian architecture. The rounded and dynamic nature of its shapes is in contrast with the sharp rectangular designs of that period. It is most likely based on the abundant examples of late Roman or early Byzantine buildings that lay ruined in the Bulgarian lands. The layout, particularly the rotunda, resembles churches from the time of Justinian I such as the Basilica of San Vitale in Ravenna, the Little Hagia Sophia in Constantinople (today Istanbul), and the Rotunda of Galerius in Thessaloniki. Even if the plan is unusual, the technology and principles employed in its construction are contemporary to the 10th century and in accord with other monuments in Preslav. Byzantine churches are not the only source of inspiration that researchers attribute to the Round Church. Some scholars link its design to an Armenian influence, perhaps brought to Bulgaria by craftsmen from the Caucasus. In general, churches with such an antiquated plan in the Balkans are associated with the migration of Cappadocian, Armenian, or Georgian monks. Another possible model for the Round Church in Preslav may well be found in Carolingian architecture from the time of Charlemagne, and particularly the Palatine Chapel in Aachen, western Germany, with which it shares some characteristics. At the time of the Round Church's construction, Bulgaria was in direct contact with the Frankish Empire. One trait of the Round Church that is claimed by scholars to be a very recognisable Carolingian influence is the presence of a monumental westwork. ### Description The Round Church includes three sections: the wide atrium (or courtyard), the narthex and the cella (also naos or, due to its shape, rotunda), each serving as a premise to the other. The sections were not necessarily built at the same time, and it is generally accepted that a reconstruction of the church was carried out some time after its completion. Mavrodinov and archaeologist Karel Škorpil believe the narthex and cella comprised the first building period, while the atrium was added very shortly after that and by the same architect. The church has a total length of 38.5 m (126 ft), including the atrium. It was mostly built of rectangular limestone blocks sparingly joined with mortar. Inside the apse, the mortar is red-coloured. The floor was covered by marble and stone tiles glued on top of red mortar in the narthex and white mortar elsewhere. Red and yellow bricks and pieces of bricks were used for the atrium, the arches, and possibly the dome; some brick pieces were used to fill spaces between the stones on the walls. #### Atrium The outermost part of the Round Church is its atrium, the flanked open space leading into the narthex. It is accessed by means of three gates (one on each wall), of which the entrance on the main west wall is the most elaborate and grandest in appearance. The atrium is almost square in shape and measures 12.20 m × 14.30 m (40.0 ft × 46.9 ft). A water well was constructed in the center of the courtyard; it was linked to a water conduit. The sides of the atrium are decorated by a multitude of vaults with piers in between. In total, there are fourteen vaults: four on each of the courtyard's three walls and one each where the west wall meets the sides. The atrium includes an equal number of round limestone columns each standing opposite one of the piers, 0.60 m (2.0 ft) apart. #### Narthex The rectangular narthex constitutes the middle part of the building, between the atrium and the cella, and serves as the lobby of the church. It lies directly east of the atrium, through a wide gate flanked by a couple of high circular turrets. Mavrodinov likens the narthex of the Round Church to similar structures in the churches of Mount Athos, because of its depth. Together with the north and south wall, the entrance of the narthex effectively isolates two smaller parts of the atrium, similar in plan and accessible through doors. The north part includes a small necropolis, while the south part was probably a baptistery, as it features a square installation with a clay pipe that resembles a baptismal font. However, Nikolova considers its shape much too unusual and its depth unsuitable for baptism, and believes it may instead have been designed as a vessel for dispensing holy water. Measuring 5 m × 9.50 m (16.4 ft × 31.2 ft), the narthex is the part of the Round Church which has survived in best shape, as some of its walls reach 3 m (9.8 ft). Its two turrets have a diameter of 3.20 m (10.5 ft); each has an entrance facing the interior of the narthex and three windows. The higher reaches of the towers were reached via spiral stairways, archaeological remains of which have been unearthed in the north turret. There are two pairs of columns inside the narthex, supporting its second floor, which is accessible from the north tower. The columns divide the narthex into three naves and mark the way from the narthex entrance to the gates of the rotunda. #### Rotunda The round cella is the easternmost and most important part of the church, as it was where the liturgy was performed. The diameter of the rotunda is 10.50 m (34.4 ft). It is accessed through three gates, all from the narthex. It was entirely covered by a dome. Twelve vaults, semicircular as seen from the inside and pentagonal on the outer wall, were constructed north and south of the rotunda's eastern part, the apse, which itself fits into one of the vaults. Large buttresses reinforce the structure both inside and outside. A circle of ten or twelve white marble columns was inscribed inside the rotunda, 0.55 m (1.8 ft) from the interior buttresses. The capitals of the columns are similar to those of the royal palace in Preslav. A copper-plated wooden coffin lay in a burial chamber by one of the vaults near the apse. The semicircular apse fits naturally with the other vaults of the rotunda despite being larger, and features vaults on its north and south walls. The marble ambon was situated in the center of the circle of columns and of the whole rotunda, directly under the dome's centre, as evidenced by a mortar padding. Stairs from the east and west, aligned with the apse, used to lead up to the ambon. The bishop's throne or cathedra probably lay near one of the south vaults, which was likely enlarged for the purpose. ## Decoration The interior was lavishly decorated with colourful Byzantine-style mosaics, cornices, and ceramics. With the exception of the Corinthian and Doric column capitals, which are of Roman or Byzantine origin, the rest of the decoration was created specifically for and during the church's construction. Vlasto finds a Proto-Bulgarian flavour in the church's interior and a relationship with the art of Persia or Central Asia. Thus, he believes that it is not based on Byzantine examples of that age. Of a contrary opinion is Miyatev, who points out significant similarities between the decoration of the Round Church and that of the Church of the Mother of God (now part of the Fenari Isa Mosque) from 908 in Constantinople. Mavrodinov goes a step further to claim that the architect of the Round Church was directly inspired by ancient examples, citing in particular the rich sculptural decoration. The Round Church was unmatched in its ceramic decoration by any church in Preslav, and was the only known building in the city to rely heavily on polychrome ceramic tiles. Ceramic and mosaic icons were a highlight of the interior; they ranged in size from almost life-sized to miniature. While the ceramic images were constructed out of clay tiles, the mosaic icons were more varied in their material, which included clay, glass, and stone of various shades on a gold-coloured background. Among the portrayed saints and biblical figures are Charalampus and perhaps Joel. Some of the images were enclosed in ellipses. The Round Church featured marble and limestone cornices. These included a large number of intertwined ornaments and details, such as palmettes, grape clusters, leaves, and chamfers. Besides classic ornamental shapes, the cornices feature some that are entirely new in character or well-known yet redesigned motifs. Floral decoration dominates the cornices. Tiles found inside the church ruins depict birds and other animals in addition to geometric shapes and floral motifs, all glazed in either brown, yellow, green, blue, or blue-green. The walls were covered in polished marble facing with encrusted shapes. ## Epigraphy The Round Church contains many medieval inscriptions, both official and scratched on its walls as graffiti. One study counted a total of 193 signs and 30 drawings, the vast majority bearing some kind of Christian symbolism. As a whole, the epigraphy of the Round Church dates from the 10th century, and three alphabets are represented: the Greek, the Glagolitic, and the Cyrillic, as well as two languages: Byzantine Greek and Old Bulgarian (the eastern Bulgarian recension of Old Church Slavonic). The Glagolitic inscriptions of the Round Church bear evidence that the use of that alphabet in Preslav continued alongside Cyrillic. Perhaps the most famous and valuable writing on the walls of the church is a Cyrillic inscription on the south wall of the premises south of the narthex, conventionally known as the baptistery. The inscription was clumsily written on top of a mortar putty and says in translation: "Church of Saint John, built by chartophylax Paul". Despite being dated to the 10th century and its mention of the church's dedication and its potential donor, it cannot be described a classic donor's inscription because of its unnatural location and clumsy writing. Nikolova considers it more likely that the author of the inscription was a literate person who served under chartophylax Paul and desired to spread his fame. She believes the text may refer to the construction of the narthex only rather than the whole church, because she is of the opinion that the narthex may have been added after the building of the rotunda. Other examples of the epigraphy of the Round Church include several short Glagolitic and Cyrillic texts and separate letters. Among the Glagolitic inscriptions is the Preslav Abecedarium, a liturgical text including the first thirteen letters of that alphabet; some of the Cyrillic texts were written on ceramic tiles. The names and descriptions attached to the icons are in Greek, while there are also bilingual inscriptions in Greek and Bulgarian. Individual letters inscribed on the walls illustrate the way Greek and simplified Glagolitic letterforms were combined to form the early Cyrillic alphabet. On the walls of the church are graffiti of Christian crosses, animals, and up to 11 depictions of ships. At least one epitaph has been discovered, inscribed on the tombstone of a woman described as "God's servant Tudora".
379,635
Tragic Kingdom
1,168,313,815
null
[ "1995 albums", "Albums produced by Matthew Wilder", "Interscope Records albums", "No Doubt albums" ]
Tragic Kingdom is the third studio album by American rock band No Doubt, released on October 10, 1995, by Trauma Records and Interscope Records. It was the final album to feature original keyboardist Eric Stefani, who left the band in 1994. The album was produced by Matthew Wilder and recorded in 11 studios in the Greater Los Angeles area between March 1993 and October 1995. Between 1995 and 1998, seven singles were released from it, including "Just a Girl", which charted on the Billboard Hot 100 and the UK Singles Chart; and "Don't Speak", which topped the Billboard Hot 100 Airplay and reached the top five of many international charts. The album received mostly positive reviews from music critics and became the band's most commercially successful album, reaching number one on the Billboard 200 as well as topping the charts in Canada and New Zealand. At the 39th Annual Grammy Awards, No Doubt earned nominations for Best New Artist and Best Rock Album. It has sold over 16 million copies worldwide, and was certified diamond by the Recording Industry Association of America (RIAA) in the United States and Canada, platinum in the United Kingdom, and triple platinum in Australia. Tragic Kingdom helped to initiate the ska revival of the 1990s, persuading record labels to sign more ska bands and helping them to attract more mainstream attention. The album was ranked number 441 on Rolling Stone magazine's list of the 500 greatest albums of all time. No Doubt embarked on a tour to promote the album. It was designed by Project X and lasted two and a half years. An early 1997 performance at the Arrowhead Pond of Anaheim was filmed and released as Live in the Tragic Kingdom on VHS and later DVD. ## Background No Doubt released their self-titled debut album in 1992, a year after being signed to Interscope. The album's pop-oriented sound sharply contrasted with grunge music, a genre which was very popular at the time in the United States. The album sold 30,000 copies; in the words of the program director of KROQ, a Los Angeles radio station on which it was one of the band's driving ambitions to be played, "it would take an act of God for this band to get on the radio." The band began work on their second album in 1993, but Interscope rejected most of the material, and paired the band with producer Matthew Wilder. Keyboardist Eric Stefani did not want to relinquish creative control to someone outside the band and eventually stopped recording and rehearsing. He encouraged other members of the band to write songs, but sometimes felt threatened when they did. Eric became increasingly depressed, and in September 1994, he stopped attending rehearsals, though they were usually held at his house. He soon left the band to pursue an animation career on the animated sitcom The Simpsons. Bassist Tony Kanal then ended his seven-year relationship with Gwen Stefani. The band decided to produce their next album independently and recorded their second album, The Beacon Street Collection, in a homemade studio. No Doubt's first two singles were released for The Beacon Street Collection: "Squeal" and "Doghouse", under their own record label, Beacon Street Records. Despite limited availability, the album sold 100,000 copies in the year of its release. Their independence attracted Interscope's attention and ensured that the label would fund a third album. ## Production Tragic Kingdom was recorded in 11 studios in Los Angeles, starting in March 1993 and released in October 1995. During one of these recording sessions, the band was introduced to Paul Palmer, who had previously worked with Bush and was interested in working on No Doubt's new album. After mixing the first single with David J. Holman, "Just a Girl", Palmer and Holman went on to do the same to the rest of the record. He wanted to release the album on his own label, Trauma Records, which was already associated with Interscope, and succeeded in getting the contract. The album is named after the nickname Dumont's seventh-grade teacher had for Disneyland, which is in Anaheim, California, where the band members grew up. The album photography and portraits were taken by photographer fine artist Daniel Arsenault. Gwen is featured in the foreground while the rest of the band members are standing in an orange grove in the background. Gwen pushed for Eric to be included on the album cover—a source of tension for the band—reasoning that although he had left the band, he had still contributed substantially to the album. Eric is seen near the back of the picture, looking away from the camera. The pictures on the cover and in the liner notes were taken on city streets in their native Orange County (namely Anaheim and City of Orange) and in orange groves. The red dress Gwen wears on the cover was loaned to the Hard Rock Cafe and was later displayed at the Fullerton Museum Center in an exhibit titled "The Orange Groove: Orange County's Rock n' Roll History". The dress, appraised as high as US\$5,000, was stolen from the exhibit in January 2005. ## Music and lyrics Tragic Kingdom uses elements of a variety of musical genres. Ska, ska punk, pop, rock, and new wave are the genres most prominent on the album. The album also uses elements of punk, funk, third-wave ska and post-grunge, and dance rhythms influenced by reggae, ska, flamenco, and Tejano, among others. Apart from No Doubt's instrumentation, the album uses horn sections on several songs. Many of the lyrics on Tragic Kingdom were written by lead vocalist Gwen Stefani, and were about her experiences in life. Those from No Doubt and The Beacon Street Collection were written mainly by Eric Stefani, who left the band after Tragic Kingdom was finished. Therefore, the style of music changed from what the band had previously produced. Guitarist Tom Dumont explained the change in sound in an interview for Backstage Online: > Well, there is a reason that the sound of our music has changed, and it's not because we've sold out — easy for me to say. Eric, our keyboard player, used to write most of our songs. He was the main creative force in the band for many years. And at a certain point after that first album came out, he had this personal thing, like he didn't like touring, he didn't like all that stuff. He just liked to sit down and write songs. That's him. He's the artistic side, the total Mr. Creative. We have a simpler style. We're not quite genius like him, I think. This album was our first attempt. It was Gwen's first time really writing all the lyrics herself, so to me, it went the opposite from selling out — we have done something that is even more personal. In the past, Eric was writing songs about his life and having Gwen sing them. Now we have Gwen singing and writing about her own experiences. It makes it more natural. She's a singer, she should sing about herself or sing what she wants to sing. I think that is the main reason why our musical style has changed. ## Singles The first single released from Tragic Kingdom was "Just a Girl", which details Gwen Stefani's exasperation with female stereotypes and her father's concerned reaction to her driving home late from her boyfriend's house. It peaked at number 23 on the Billboard Hot 100 chart and number 10 on the Modern Rock Tracks chart. The song also charted on the UK Singles Chart, where its original release peaked at number 38 and its reissue at number three. The second single was "Spiderwebs", written about an uninterested woman who is trying to avoid the constant phone calls of a persistent man. It reached number five on the Billboard Modern Rock Tracks chart, number 11 on the Billboard Top 40 Mainstream chart, and number 16 on the UK Singles Chart. The third single was "Don't Speak", a ballad about the breakup of Stefani and Kanal's relationship. It peaked at number one on the Billboard Hot 100 Airplay, and maintained that position for 16 consecutive weeks, a record at the time, although it was broken in 1998 by the Goo Goo Dolls' "Iris" with 18 weeks. The song was not eligible to chart on the Billboard Hot 100 because no commercial single was released, which was a requirement at the time. The song also peaked at number two on the Modern Rock Tracks chart, at number six on the Adult Contemporary chart, at number one on the Adult Top 40 chart, and at number nine on the Rhythmic Top 40 chart. The song also appeared on several international charts, reaching number one in Australia, Belgium, the Netherlands, New Zealand, Norway, Sweden, Switzerland, and the United Kingdom, number two in Austria and Germany, and number four in Finland and France. "Excuse Me Mr." and "Sunday Morning" were released as the album's fourth and fifth singles, respectively. "Excuse Me Mr." reached number 17 on the Billboard Modern Rock Tracks chart and number 11 in New Zealand. "Sunday Morning" peaked at number 35 on the Billboard Top 40 Mainstream chart, number 21 in Australia, number 42 in New Zealand, and number 55 in Sweden. Composing the song began when Kanal was having a fight with Stefani, then his girlfriend, through the bathroom door of his parents' house in Yorba Linda, California. Stefani later changed the lyrics to discuss dealing with her breakup with Kanal. "Happy Now?" was released as the album's sixth single on September 23, 1997, but failed to chart anywhere. "Hey You!" was released as the seventh and final single from Tragic Kingdom; it peaked at number 51 on the Dutch Single Top 100. Despite being a Dutch-only single, a Sophie Muller-directed music video was filmed to promote the single. ## Release and promotion Tragic Kingdom was first released by Trauma and Interscope on October 10, 1995. To promote the album, Trauma launched a street campaign that targeted high school students and the skateboarding community. No Doubt performed on the Warped Tour, which was sponsored by several skateboarding companies, and at several skateboarding festivals. The album remained low on the Billboard 200 and did not enter the top 100 until February 1996, when it jumped 27 positions to number 89. Palmer attributed the jump to a Channel One News program that Stefani hosted in January 1996, which was broadcast in 12,000 classrooms, and the band's subsequent performance at a Blockbuster store in Fresno, California. In May 1996, the band worked with HMV, MuchMusic, and the Universal Music Group to put on a global in-store promotion. The band performed and answered questions in MuchMusic's studios in Toronto, Ontario. The session was broadcast live to HMV stores worldwide and on a webcast so that fans could watch and ask the band questions through MuchMusic's VJs. Sales of Tragic Kingdom doubled the week after the event. The event's sponsors lobbied Guinness World Records to create a category for the largest virtual in-store promotion to recognize the event. No Doubt embarked on the Tragic Kingdom Tour after the release of the album. It chose Project X, headed by Luc Lafortune and Michael Keeling, to design the stage. No Doubt suggested decorating the stage as a clearing in a forest. Project X created three anthropomorphic trees with glowing oranges. The show included clear and mylar confetti designed to look like rain. Lighting design was difficult because there were only four rehearsals, so the show was arranged to be flexible to allow for what Lafortune referred to as "a very kinetic performance". The band expected to tour for two months, but the tour ended up lasting two and a half years. An early 1997 performance at the Arrowhead Pond of Anaheim was filmed and was released as Live in the Tragic Kingdom on VHS on November 11, 1997. It was re-released on November 25, 2003, on DVD as part of the box set Boom Box, which also contained The Singles 1992–2003, Everything in Time, and The Videos 1992–2003; and again on June 13, 2006, as a stand-alone DVD, containing bonus material of extra songs, a photo gallery, and an alternative version of "Don't Speak". ## Critical reception The album received mostly positive reviews from critics. David Fricke of Rolling Stone magazine gave a mostly positive review, describing Tragic Kingdom as "ear candy with good beats, not just bludgeon-by-numbers guitars" and its music as "a spry, white-suburban take on ska and Blondieesque pop". Fricke however described "Don't Speak" as "irritating swill" with "high-pitched rippling" from Gwen Stefani. In 2003, the album was ranked number 441 on Rolling Stone magazine's list of the 500 greatest albums of all time. Entertainment Weekly's David Browne attributed the album's sales to Gwen Stefani's "leggy, bleached-blond calling card" and concluded that "sex still sells". Browne, however, described the music as "a hefty chunk of new-wave party bounce and Chili Peppers-style white-boy funk, with dashes of reggae, squealing hair-metal guitar, disco, ska-band horns" and the band as sounding like "savvy, lounge-bred pros". Individual songs were singled out and commented on: "Just a Girl" was described as "a chirpy, ska-tinged bopper", "Don't Speak" as "an old-fangled power ballad", "Sixteen" as a "song of solidarity with misunderstood teenage girls", and "Spiderwebs" and "End It on This" as "[Stefani] acknowledg[ing] obsessions with losers and tr[ying] to break free." Calling the album a marked improvement over "the diffuse, rambling songwriting of [No Doubt's] two previous CDs", Mike Boehm of the Los Angeles Times felt that on the album, "The band is bright, hard-hitting and kinetic, as sharp production captures the core, four-man instrumental team and adjunct horn section at their best". In a favorable review for The Village Voice, critic Chuck Eddy felt that although "[the album] turns pretentious ... No Doubt resurrects the exuberance new-wave guys lost when '80s indie labels and college radio conned them into settling for slam-pit fits and wallflower wallpaper". AllMusic called it "pure fun" and described the music as something "between '90s punk, third-wave ska, and pop sensibility" and a mix of "new wave melodicism, post-grunge rock, and West Coast sunshine", indicating the songs "Spiderwebs", "Just a Girl", and "Don't Speak" as "positively [ruling] the airwaves". Yahoo! Music reviewer Bill Holdship called the album a "phenomenon" containing "hit after hit", and describing "Spiderwebs" as "a terrific opener". Reviewer Robert Christgau called Stefani "hebephrenic" and the album "hyped up" and not "as songful as its fun-besotted partisans [claim]". At the 1997 Grammy Awards, No Doubt were nominated for Best New Artist and Best Rock Album. In 2000, it was voted number 436 in Colin Larkin's All Time Top 1000 Albums, while in 2020, NME included it on its list of "The best new wave albums ever". ## Commercial performance After entering the Billboard 200 at number 175 in January 1996, Tragic Kingdom eventually reached number one in December 1996, with 229,000 copies sold, spending nine non-consecutive weeks atop the chart. It was listed second on the 1997 Billboard 200 year-end chart, behind the Spice Girls' Spice. On February 5, 1999, the Recording Industry Association of America (RIAA) certified the album diamond, and as of July 2012, it had sold 8,167,000 copies in the United States; it sold an additional 1.32 million copies through BMG Music Club. Tragic Kingdom topped the Canadian Albums Chart in December 1996, and it was certified diamond by the Canadian Recording Industry Association (CRIA) in August 1997. In Europe, the album topped the chart in Belgium, Finland, and Norway, while reaching the top five in Austria, Germany, the Netherlands, Sweden, Switzerland, and the United Kingdom, and the top 20 in France. By April 2004, the album had sold 16 million copies worldwide. The commercial success of Tragic Kingdom prompted record labels to sign ska bands, and more independent labels released ska records and compilations. Save Ferris's guitarist and vocalist Brian Mashburn stated that No Doubt helped allow bands like his receive attention from the mainstream. ## Track listing All tracks produced by Matthew Wilder. ## Personnel Credits adapted from the liner notes of Tragic Kingdom. ### No Doubt - Gwen Stefani – vocals - Tom Dumont – guitar - Tony Kanal – bass - Adrian Young – drums, percussion - Eric Stefani – piano, keyboards ### Additional musicians - Phil Jordan – trumpet and flugelhorn - Gabrial McNair – trombone, additional percussion - Gerard Boisse – saxophone (tracks 5, 7, 14) - Stephen Perkins – steel drum (track 1) - Aloke Dasgupta – sitar (track 6) - Melissa Hasin – cello (tracks 8, 10) - Bill Bergman – saxophone (tracks 11, 12) - Les Lovitt – trumpet (tracks 11, 12) - Greg Smith – baritone saxophone (tracks 11, 12) - Nick Lane – trombone (tracks 11, 12) - Matthew Wilder – additional keyboards (tracks 3, 6) - Albhy Galuten – director of paradigm (track 5) ### Technical - Matthew Wilder – production - Phil Kaffel – recording (tracks 3–10, 14) - George Landress – recording (tracks 3, 6, 7) - Matt Hyde – recording (tracks 1, 2, 13) - John "Tokes" Potoker – recording (tracks 11–13) - Ray Blair – recording (track 5) - David J. Holman – mixing at Cactus Studios (Hollywood) - Paul Palmer – mixing at Cactus Studios (Hollywood) - Robert Vosgien – mastering at CMS Digital (Pasadena) ### Artwork - Morbido / Bizarrio – creative direction, design, digital imaging - Dan Arsenault – photography - Shelly Robertson – photography - Patrick Miller – photography ## Charts ### Weekly charts ### Year-end charts ### Decade-end charts ### All-time charts ## Certifications and sales ## See also - List of best-selling albums in the United States - List of Billboard 200 number-one albums of 1996 - List of Billboard 200 number-one albums of 1997 - List of number-one albums of 1996 (Canada) - List of number-one albums of 1997 (Canada)
896,953
William Hanna
1,173,558,596
American animator and cartoonist (1910–2001)
[ "1910 births", "2001 deaths", "20th-century American artists", "20th-century American screenwriters", "American animated film directors", "American animated film producers", "American animators", "American cartoonists", "American film directors", "American film producers", "American male voice actors", "American people of Irish descent", "American voice directors", "Animal impersonators", "Animation screenwriters", "Animators from New Mexico", "Compton High School alumni", "Daytime Emmy Award winners", "Deaths from cancer in California", "Deaths from esophageal cancer", "Directors of Best Animated Short Academy Award winners", "El Camino College Compton Center alumni", "Film directors from Los Angeles", "Film directors from New Mexico", "Hanna-Barbera people", "Metro-Goldwyn-Mayer cartoon studio people", "People from Curry County, New Mexico", "Primetime Emmy Award winners", "Television producers from California" ]
William Denby "Bill" Hanna (July 14, 1910 – March 22, 2001) was an American animator and cartoonist who was the creator of Tom and Jerry as well as the voice actor for the two title characters. Alongside Joseph Barbera, he also founded the animation studio and production company Hanna-Barbera. Hanna joined the Harman and Ising animation studio in 1930 and steadily gained skill and prominence while working on cartoons such as Captain and the Kids. In 1937, while working at Metro-Goldwyn-Mayer (MGM), Hanna met Joseph Barbera. In 1957, they co-founded Hanna-Barbera, which became the most successful television animation studio in the business, creating or producing programs such as The Flintstones, The Huckleberry Hound Show, The Jetsons, Scooby-Doo, The Smurfs, and Yogi Bear. In 1967, Hanna-Barbera was sold to Taft Broadcasting for \$12 million, but Hanna and Barbera remained heads of the company until 1991. At that time, the studio was sold to Turner Broadcasting System, which in turn was merged with Time Warner in 1996; Hanna and Barbera stayed on as advisors. Tom and Jerry won seven Academy Awards, while Hanna and Barbera were nominated for two others and won eight Emmy Awards. Their cartoons have become cultural icons, and their cartoon characters have appeared in other media such as films, books, and toys. Hanna-Barbera's shows had a worldwide audience of over 300 million people in their 1960s heyday, and have been translated into more than 28 languages. ## Early and personal life William Hanna was born to William John (1873–1949) and Avice Joyce (Denby) Hanna (1882–1956) on July 14, 1910, in Melrose, New Mexico Territory. He was the third of seven children. Hanna described his family as "a red-blooded, Irish-American family". His father was a construction superintendent for railroads as well as water and sewer systems throughout the western regions of America, requiring the family to move frequently. When Hanna was three years old, the family moved to Baker City, Oregon, where his father worked on the Balm Creek Dam. It was there that Hanna would develop his love of the outdoors. The family moved to Logan, Utah, before moving to San Pedro, California, in 1917. During the next two years they moved several times before eventually settling in Watts, California, in 1919. In 1922, while living in Watts, he joined the Boy Scouts. He attended Compton High School from 1925 through 1928, where he played the saxophone in a dance band. His passion for music carried over into his career; he helped write songs for his cartoons, including the theme for The Flintstones. Hanna became an Eagle Scout as a youth and remained active in Scouting throughout his life. As an adult, he served as a Scoutmaster and was recognized by the Boy Scouts of America with their Distinguished Eagle Scout Award in 1985. Despite his numerous career-related awards, Hanna was most proud of this Distinguished Eagle Scout Award. His interests also included sailing and singing in a barbershop quartet. Hanna studied both journalism and structural engineering at Compton City College, but had to drop out of college with the onset of the Great Depression. On August 7, 1936, Hanna married Violet Blanch Wogatzke (July 23, 1913 – July 10, 2014), and they had a marriage lasting over 64 years, until his death. The marriage produced two children, David William and Bonnie Jean, and seven grandchildren. In 1996, Hanna, with assistance from Los Angeles writer Tom Ito, published his autobiography—Joe Barbera had published his own two years earlier. ## Early career After dropping out of college, Hanna worked briefly as a construction engineer and helped build the Pantages Theatre in Hollywood. He lost that job during the Great Depression and found another at a car wash. His sister's boyfriend encouraged him to apply for a job at Pacific Title and Art, which produced title cards for motion pictures. While working there, Hanna's talent for drawing became evident, and in 1930 he joined the Harman and Ising animation studio, which had created the Looney Tunes and Merrie Melodies series. Despite a lack of formal training, Hanna soon became head of their ink and paint department. Besides inking and painting, Hanna also wrote songs and lyrics. For the first several years of Hanna's employment, the studio partnered with Pacific Title and Art's Leon Schlesinger, who released the Harman-Ising output through Warner Bros. When Hugh Harman and Rudolph Ising chose to break with Schlesinger and begin producing cartoons independently for Metro-Goldwyn-Mayer (MGM) in 1933, Hanna was one of the employees who followed them. Hanna was given the opportunity to direct his first cartoon in 1936; the result was To Spring, part of the Harman-Ising Happy Harmonies series. The following year, MGM decided to terminate their partnership with Harman-Ising and bring production in-house. Hanna was among the first people MGM hired away from Harman-Ising to their new cartoon studio. During 1938–1939, he served as a senior director on MGM's Captain and the Kids series, based upon the comic strip of the same name (an alternate version of the Katzenjammer Kids that had resulted from a 1914 lawsuit). The series did not do well; consequently, Hanna was demoted to a story man and the series was canceled. Hanna's desk at MGM was opposite that of Joseph Barbera, who had previously worked at Terrytoons. The two quickly realized they would make a good team. By 1939 they had solidified a partnership that would last over 60 years. Hanna and Barbera worked alongside animation director Tex Avery, who had created Daffy Duck and Bugs Bunny for Warner Bros. and directed Droopy cartoons at MGM. ## Tom and Jerry In 1940, Hanna and Barbera jointly directed Puss Gets the Boot, which was nominated for an Academy Award for Best (Cartoon) Short Subject. The studio wanted a diversified cartoon portfolio, so despite the success of Puss Gets the Boot, Hanna and Barbera's supervisor, Fred Quimby, did not want to produce more cat and mouse cartoons. Surprised by the success of Puss Gets the Boot, Hanna and Barbera ignored Quimby's resistance and continued developing the cat-and-mouse theme. By this time, however, Hanna wanted to return to working for Ising, to whom he felt very loyal. Hanna and Barbera met with Quimby, who discovered that although Ising had taken sole credit for producing Puss Gets the Boot, he never actually worked on it. Quimby, who had wanted to start a new animation unit independent of Ising, then gave Hanna and Barbera permission to pursue their cat-and-mouse idea. The result was their most famous creation, Tom and Jerry. Modeled after the Puss Gets the Boot characters with slight differences, the series followed Jerry, the rodent who continually outwitted his feline foe, Tom. Hanna said they settled on the cat and mouse theme for this cartoon because: "We knew we needed two characters. We thought we needed conflict, and chase and action. And a cat after a mouse seemed like a good, basic thought." The revamped characters first appeared in 1941's The Midnight Snack. Over the next 17 years Hanna and Barbera worked almost exclusively on Tom and Jerry, directing more than 114 highly popular cartoon shorts. During World War II they also made animated training films. Tom and Jerry relied mostly on motion instead of dialog. Despite its popularity, Tom and Jerry has often been criticized as excessively violent. Nonetheless, the series won its first Academy Award for the 11th short, The Yankee Doodle Mouse (1943)—a war-time adventure. Tom and Jerry was ultimately nominated for 14 Academy Awards, winning 7. No other character-based theatrical animated series has won more awards, nor has any other series featuring the same characters. Tom and Jerry also made guest appearances in several of MGM's live-action films, including Anchors Aweigh (1945) and Invitation to the Dance (1956) with Gene Kelly, and Dangerous When Wet (1953) with Esther Williams. Quimby accepted each Academy Award for Tom and Jerry without inviting Hanna and Barbera onstage. The cartoons were also released with Quimby listed as the sole producer, following the same practice for which he had condemned Ising. When Quimby retired in late 1955, Hanna and Barbera were placed in charge of MGM's animation division. As the studio began to lose more revenue due to television, MGM soon realized that re-releasing old cartoons was far more profitable than producing new ones. In 1957, MGM ordered Hanna and Barbera's business manager to close the cartoon division and lay off everyone by a phone call. Hanna and Barbera found the no-notice closure puzzling because Tom and Jerry had been so successful. ## Television During his last year at MGM, Hanna branched out into television, forming the short-lived company Shield Productions with fellow animator Jay Ward, who had created the series Crusader Rabbit. Their partnership soon ended, and in 1957 Hanna reteamed with Joseph Barbera to produce cartoons for television and theatrical release. The two brought different skills to the company; Barbera was a skilled gag writer and sketch artist, while Hanna had a gift for timing, story construction, and recruiting top artists. Major business decisions would be made together, though each year the title of president alternated between them. A coin toss determined that Hanna would have precedence in the naming of the new company, first called H-B Enterprises but soon changed to Hanna-Barbera Productions. Barbera and Hanna's MGM colleague George Sidney, the director of Anchors Aweigh, became the third partner and business manager in the company, and arranged a deal for distribution and working capital with Screen Gems, the television division of Columbia Pictures, who took part ownership of the new studio. The first offering from the new company was The Ruff & Reddy Show, a series which detailed the friendship between a dog and cat. Despite a lukewarm response for their first theatrical venture, Loopy De Loop, Hanna-Barbera soon established themselves with two successful television series: The Huckleberry Hound Show and The Yogi Bear Show. A 1960 survey showed that half of the viewers of Huckleberry Hound were adults. This prompted the company to create a new animated series, The Flintstones. A parody of The Honeymooners, the new show followed a typical Stone Age family with home appliances, talking animals, and celebrity guests. With an audience of both children and adults, The Flintstones became the first animated prime-time show to be a hit. Fred Flintstone's signature exclamation "yabba dabba doo" soon entered everyday usage, and the show boosted the studio to the top of the TV cartoon field. The company later produced a space-age version of The Flintstones, known as The Jetsons. Although both shows reappeared in the 1970s and 1980s, The Flintstones was far more popular. By the late 1960s, Hanna-Barbera Productions was the most successful television animation studio in the business. The Hanna-Barbera studio produced over 3,000 animated half-hour television shows. Among the more than 100 cartoon series and specials they produced were: Atom Ant, Augie Doggie and Doggie Daddy (an imitation of the earlier Spike and Tyke MGM cartoons), Jonny Quest, Josie and the Pussycats, Magilla Gorilla, Pixie and Dixie and Mr. Jinks, Quick Draw McGraw, and Top Cat. Top Cat was based on Phil Silvers's character Sgt. Bilko, though it has been erroneously reported that Sgt. Bilko was the basis for Yogi Bear. The Hanna-Barbera studio also produced Scooby-Doo (1969–91) and The Smurfs (1981–89). The company also produced animated specials based on Alice in Wonderland, Jack and the Beanstalk, Cyrano de Bergerac, as well as the feature-length film Charlotte's Web (1973). As popular as their cartoons were with 1960s audiences, they were disliked by artists. Television programs had lower budgets than theatrical animation, and this economic reality caused many animation studios to go out of business in the 1950s and 1960s, putting many people in the industry out of work. Hanna-Barbera was key in the development of limited animation, which allowed television animation to be more cost-effective, but also reduced quality. Hanna and Barbera had first experimented with these techniques in the early days of Tom and Jerry. To reduce the cost of each episode, shows often focused more on character dialogue than detailed animation. The number of drawings for a seven-minute cartoon decreased from 14,000 to nearly 2,000, and the company implemented innovative techniques such as rapid background changes to improve viewing. Reviewers criticized the change from vivid, detailed animation to repetitive movements by two-dimensional characters. Barbera once said that their choice was to adapt to the television budgets or change careers. The new style did not limit the success of their animated shows, enabling Hanna–Barbera to stay in business, providing employment to many who would otherwise have been out of work. Limited animation became the standard for television animation, and continues to be used today in television programs such as The Simpsons and South Park. In 1966, Hanna-Barbera Productions was sold to Taft Broadcasting (renamed Great American Communications in 1987) for \$12 million. Hanna and Barbera remained at the head of the company until 1991. At that point, the company was sold to the Turner Broadcasting System for an estimated \$320 million, which itself merged with Time Warner, owners of Warner Bros., in 1996. This began a close association with the Cartoon Network. Hanna and Barbera continued to advise their former company and periodically worked on new Hanna-Barbera shows, including The Cartoon Cartoon Show series and hit silver screen versions of The Flintstones (1994) and Scooby-Doo (2002). ## Death Hanna died of esophageal cancer at his home in North Hollywood, Los Angeles, California on March 22, 2001, at the age of 90. After his death, Cartoon Network aired a 20-second segment with black dots tracing Hanna's portrait with the words "We'll miss you – Cartoon Network" fading in on the right-hand side. This same type of tribute happened for Chuck Jones in 2002 and Hanna's partner, Joseph Barbera in 2006, when each of them died. However, Barbera, unlike the other two, had an audio clip of his voice playing in his Cartoon Network promotional tribute. Hanna is buried at Ascension Cemetery in Lake Forest, California. ## Legacy Most of the cartoons Hanna and Barbera created revolved around close friendship or partnership; this theme is evident with Yogi Bear and Boo Boo, Fred Flintstone and Barney Rubble, Ruff and Reddy, The Jetsons family, and the friends in Scooby-Doo. These may have been a reflection of the close business friendship and partnership that Hanna and Barbera shared for almost 60 years. Professionally, they balanced each other's strengths and weaknesses very well, but Hanna and Barbera traveled in completely different social circles. Hanna's personal friends primarily included other animators; Barbera tended to socialize with Hollywood celebrities. Their division of work roles complemented each other but they rarely talked outside of work since Hanna was interested in the outdoors and Barbera liked beaches, good food and drink. Nevertheless, in their long partnership, in which they worked with over 2,000 animated characters, Hanna and Barbera rarely exchanged a cross word. Barbera said: "We understood each other perfectly, and each of us had deep respect for the other's work." Hanna is considered one of the all-time great animators and on a par with Tex Avery. Hanna and Barbera were among the most successful animators on the cinema screen and successfully adapted to the change television brought to the industry. Leonard Maltin says the Hanna–Barbera team "[may] hold a record for producing consistently superior cartoons using the same characters year after year—without a break or change in routine. Their characters are not only animated superstars, but also a very beloved part of American pop culture". They are often considered as Walt Disney's only rivals as cartoonists. Hanna and Barbera had a lasting impact on television animation. Cartoons they created often make greatest lists. Many of their characters have appeared in film, books, toys, and other media. During the 1960s their TV shows had a worldwide audience of over 300 million people and have since been translated into more than 20 languages. The works of Hanna and Barbera also have been recognized for their music, such as The Cat Concerto (1946) and Johann Mouse (1952), called "masterpieces of animation" in part due to their use of classical music. In all, the Hanna–Barbera team won seven Academy Awards and eight Emmy Awards, including the 1960 award for The Huckleberry Hound Show, which was the first Emmy awarded to an animated series. They also won these awards: Golden Globe for Television Achievement (1960), Golden IKE Award—Pacific Pioneers in Broadcasting (1983), Pioneer Award—Broadcast Music Incorporated (1987), Iris Award—NATPE Men of the Year (1988), Licensing Industry Merchandisers' Association Award for Lifetime Achievement (1988), Governors Award of the Academy of Television Arts and Sciences (1988), Jackie Coogan Award for Outstanding Contribution to Youth through Entertainment Youth in Film (1988), Frederic W. Ziv Award for Outstanding Achievement in Telecommunications—Broadcasting Division College—Conservatory of Music University of Cincinnati (1989), stars on the Hollywood Walk of Fame (1976), several Annie Awards, several environmental awards, and were recipients of numerous other accolades prior to their induction into the Television Hall of Fame in 1994. In March 2005 the Academy of Television Arts & Sciences and Warner Bros. Animation dedicated a wall sculpture at the Television Academy's Hall of Fame Plaza in North Hollywood to Hanna and Barbera. Hanna's audio of Tom Cat's screams and various vocal effects he provided for the cat and mouse from the original Tom and Jerry cartoons over at MGM back in the 1940s and 1950s were reused in the 2006 direct-to-video film, Tom and Jerry: Shiver Me Whiskers, Tom and Jerry Tales (2006-2008 TV series, several season 1 episodes), The Tom and Jerry Show (2014 TV series), Tom & Jerry (2021 film), Tom and Jerry Special Shorts (2021 series), Tom and Jerry in New York (2021 series), the upcoming educational TV series, Tom and Jerry Time (previously known as Tom and Jerry Junior) (2022 series), the recent direct-to-video film, Tom and Jerry: Cowboy Up! (2022 film), the Holiday direct-to-video film, Tom and Jerry: Snowman's Land (2022 film) and the video game, MultiVersus (2022 video game). Outside of Tom and Jerry, his screams were modified for the Critters in Critters 2 and Critters 3, it also was used in the James Bond film For Your Eyes Only and for the caveman in the game Prehistorik Man. ## See also - Golden age of American animation - Tom and Jerry filmography - List of works produced by Hanna-Barbera Productions - Peace on Earth (remade by Hanna and Barbera as Good Will to Men) - Tom and Jerry awards and nominations - Tom and Jerry: The Movie
4,659,200
Battle of the Saw
1,165,470,972
Military campaign of 238 BC
[ "230s BC conflicts", "238 BC", "Battles involving Carthage", "Battles of the Mercenary War" ]
The Battle of the Saw was the culminating battle of a campaign fought between a Carthaginian army led by Hamilcar Barca and a rebel force led by Spendius in 238 BC in what is now northern Tunisia. Carthage was fighting a coalition of mutinous soldiers and rebellious African cities in the Mercenary War which had started in 241 BC. The rebels had been besieging Carthage while the Carthaginian field army under Hamilcar raided their supply lines. Under this pressure the rebels pulled back to their base at Tunis and despatched their own army to prevent Hamilcar's activities and, ideally, destroy his army. Unable to confront the Carthaginian war elephants and cavalry on open ground, the rebels stayed on higher and rougher terrain and harassed the Carthaginian army. After several months of campaigning, the details of which are not clear in the sources, Hamilcar trapped the rebels in a pass or against a mountain range. Pinned against the mountains, their supply lines blockaded and with their food exhausted, the rebels ate their horses, their prisoners and then their slaves, hoping that their comrades in Tunis would sortie to rescue them. Eventually, the surrounded troops forced their leaders to parley with Hamilcar, but he took all of them prisoner. The Carthaginians then attacked the leaderless, starving rebels with their whole force, led by their elephants, and massacred them to a man. The rebel leaders were crucified in sight of their comrades in Tunis. A little later the rebels abandoned Tunis and withdrew south. Hamilcar and fellow general Hanno followed and in late 238 BC wiped them out at the Battle of Leptis Parva. ## Background The First Punic War was fought between Carthage and Rome, the two main powers of the western Mediterranean in the 3rd century BC, and lasted for 23 years, from 264 to 241 BC. The two powers struggled for supremacy primarily on the Mediterranean island of Sicily and its surrounding waters, and also in North Africa. After immense materiel and human losses on both sides, the Carthaginians were defeated and their commander on Sicily agreed the Treaty of Lutatius. During the last years of the war with Rome, the Carthaginian general Hanno the Great was leading a series of campaigns which greatly increased the area of Africa controlled by Carthage. Hanno was rigorous in squeezing taxes out of the newly conquered territory to pay for both the war with Rome and his own campaigns. Half of the area's agricultural output was taken as war tax, and the tribute previously due from towns and cities was doubled. These exactions were harshly enforced, causing extreme hardship in many areas. ### Mutiny Following the Carthaginian defeat by the Romans, their army of 20,000 men on Sicily was evacuated to Carthage. Rather than promptly paying the several years' back pay they were owed and hurrying them home, the Carthaginian authorities decided to wait until all of the troops had arrived and then attempt to negotiate a settlement at a lower rate. Freed of their long period of military discipline and with nothing to do, the men grumbled among themselves and refused all attempts by the Carthaginians to pay them less than the full amount due. Eventually they forcibly took over the city of Tunis. Panicking, the Carthaginian Senate agreed to payment in full. This seemed to have abated the discontent when, suddenly, discipline broke down. Several soldiers insisted that no deal with Carthage was acceptable, a riot broke out, dissenters were stoned to death, the Senate's negotiators were taken prisoner and their treasury was seized. Spendius, an escaped Roman slave who faced death by torture if he were recaptured, and Mathos, a Berber dissatisfied with Hanno's attitude towards tax-raising from Carthage's African possessions, were declared generals. The news of an experienced, anti-Carthaginian army in the heart of Carthage's territory spread rapidly and caused many cities and towns to rise in rebellion. Provisions, money and reinforcements poured in; eventually another 70,000 men joined the anti-Carthaginian movement, according to the ancient historian Polybius, although many would have been tied down in garrisoning their home towns against Carthaginian retribution. The pay dispute had become a full-scale revolt. The three years of war that followed are known as the Mercenary War and threatened Carthage's existence as a state. ## War The main rebel force blockaded Carthage from their stronghold of Tunis, while Mathos ordered two groups of rebels north to besiege the two main cities – other than Carthage – that had not already rebelled: the major ports of Utica and Hippo (modern Bizerte). Hanno, as the commander of Carthage's African army, took the field with an army of 8,000–10,000 men and 100 war elephants. Most of the Africans in his force remained loyal; they were accustomed to acting against their fellow Africans. His non-African contingent also remained loyal. An unknown number of Carthaginian citizens were incorporated into this army. In early 240 BC Hanno was defeated at the Battle of Utica, while attempting to raise the siege of that city. For the rest of the year Hanno skirmished with the rebel force, repeatedly missing opportunities to bring it to battle or to place it at a disadvantage; the military historian Nigel Bagnall writes of Hanno's "incompetence as a field commander". At some point during 240 BC the Carthaginians raised another army, of approximately 10,000. It included deserters from the rebels, 2,000 cavalry, and 70 elephants, and was placed under the command of Hamilcar Barca, who had previously led the Carthaginian forces on Sicily. Hamilcar defeated a large rebel force at the Battle of the Bagradas River and then brought several towns and cities which had gone over to the rebels back to Carthaginian allegiance with a mixture of diplomacy and force. He was shadowed by a larger rebel force under Spendius, which kept to rough ground for fear of the Carthaginians' cavalry and elephants, and harried his foragers and scouts. Meanwhile, Hanno maneuvered against Mathos to the north near Hippo. Southwest of Utica, Hamilcar moved his force into the mountains in an attempt to bring the rebels to battle, but was surrounded. He was only saved from destruction when an African leader, Naravas, who had served with and admired Hamilcar in Sicily, deserted the rebels with his 2,000 cavalry and they joined Hamilcar. This proved disastrous for the rebels, and in the resulting battle they lost 10,000 killed and 4,000 captured. ### Truceless War Since leaving Carthage, Hamilcar had treated rebels he had captured well and offered them a choice of joining his army or free passage home. He made the same offer to the 4,000 captives from the recent battle. Spendius perceived this generous treatment as the motivation behind Naravas's defection and feared the disintegration of his army; he was aware that such generous terms would not be extended to the rebel leaders. Encouraged by his senior subordinates, notably the Gaul Autaritus, to remove the possibility of any goodwill between the sides, he had 700 Carthaginian prisoners tortured to death: they had their hands cut off, their legs broken, were castrated, and were thrown into a pit and buried alive. The Carthaginians, in turn, killed their prisoners. From this point, neither side showed any mercy, and the unusual ferocity of the fighting caused Polybius to term it the "Truceless War". At some point between March and September 239 BC the previously loyal cities of Utica and Hippo slew their Carthaginian garrisons and joined the rebels. Mathos and the rebels previously operating in the area moved south and joined their comrades in Tunis. Hanno was recalled to Carthage and in mid-239 BC Hamilcar was appointed supreme commander. Having a clear superiority in cavalry, Hamilcar raided the supply lines of the rebels around Carthage. In early 238 BC the lack of supplies forced Mathos to lift the close siege of Carthage; he maintained a more distant blockade from Tunis. ## Opposing armies Carthaginian armies were nearly always composed of foreigners; citizens only served in the army if there was a direct threat to the city of Carthage. Roman sources refer to these foreign fighters derogatively as "mercenaries", but the modern historian Adrian Goldsworthy describes this as "a gross oversimplification". They served under a variety of arrangements; for example, some were the regular troops of allied cities or kingdoms seconded to Carthage as part of formal arrangements. The largest single component of these foreigners, by some way, was from North Africa. Libyans provided close-order infantry equipped with large shields, helmets, short swords and long thrusting spears, as well as close-order shock cavalry carrying spears (also known as "heavy cavalry") – both were noted for their discipline and staying power. Numidians provided light cavalry who threw javelins from a distance and avoided close combat, and javelin-armed light infantry skirmishers. Both Iberia and Gaul provided experienced infantry; unarmoured troops who would charge ferociously, but had a reputation for breaking off if a combat was protracted. Specialist slingers were recruited from the Balearic Islands. The close-order Libyan infantry and the citizen militia would fight in a tightly packed formation known as a phalanx. Sicilians, Greeks and Italians had also joined up during the war to fill the ranks. The Carthaginians frequently employed war elephants; North Africa had indigenous African forest elephants at the time. The rebel field army which commenced the campaign is estimated to have been about 50,000 strong, leaving the 20,000-man balance of their force to continue blockading Carthage from their stronghold of Tunis. The 50,000 included the large majority of the surviving experienced veterans of the army of Sicily, although the bulk were more recent recruits. Most of this force was infantry; their cavalry component was both smaller than that of the Carthaginians and of poorer quality and the rebels lacked elephants entirely. The total strength of the Carthaginians is not known, but has been estimated at more than 20,000 men, possibly as many as 30,000, all experienced veterans, as well as a large but unknown number of elephants. ## Campaign ### Manoeuvres The rebel situation was not sustainable, as their large army in Tunis was running out of supplies. The bulk of their force was despatched to prevent Hamilcar's raids and, ideally, destroy his army. Spendius was a general of this expedition; Autaritus and a certain Zarzas, whose background is unknown, were either co-commanders or senior subordinate generals. The Carthaginians were probably organised in three divisions: one under Hamilcar, one under his senior subordinate general Hannibal, and the third a strong cavalry force commanded by Naravas. The rebels succeeded in driving off Hamilcar's force, and so opened up a route for supplies to reach both themselves and their comrades in Tunis, but the primary sources do not state how this was accomplished. The rebel field army marched out and Hamilcar pulled his divisions together and followed them into the Tunisian uplands. As in the previous year, the rebels mostly kept to higher and rougher terrain, where the Carthaginian elephants and cavalry could not operate effectively, and harassed the Carthaginian army. They hoped to cause the Carthaginians supply problems and either lure them onto ground of the rebels' choice where their greater numbers of infantry could tell or isolate one of the Carthaginian divisions and defeat it in detail. This plan is described by the historian Dexter Hoyos as "extraordinarily risky tactics". The primary sources give a confusing account of the subsequent months-long campaign of manoeuvre, with ambushes, traps, stratagems and much marching and counter-marching. Both sides had mixed fortunes, each losing some of the clashes and suffering losses in men killed, wounded and taken prisoner. Broadly this was to the rebels' advantage, if they could keep their army intact the Carthaginian strength would shrink; they had no need, nor desire, to risk a pitched battle. The rebels could more readily afford a battle of attrition. Hamilcar on the other hand was under pressure to both bring the campaign to a rapid conclusion and to not be drawn too far from his base at Carthage. Hamilcar had the advantages of his soldiers being – on average – more experienced, his elephants, his cavalry, and his own greater experience as a general. He had been almost continuously in command of an army for a decade, while the rebel generals had at best experience as junior officers – Spendius was an escaped slave turned ordinary soldier. The rebel commanders led an effective campaign, but they could not match Hamilcar's experience. In keeping with the savage nature of the war Hamilcar had all prisoners executed, whenever possible by being trampled to death by elephants. This had the counter-productive effect of encouraging the rebels to fight on, even in the most trying of circumstances. The rebels spared, but enslaved, any Carthaginians captured. ### Trap Eventually Hamilcar trapped the rebels in a pass or pinned them against a mountain range; some nearby hills or mountains were known as "the Saw" because of their supposed likeness of their outline to the tool. Hoyos suggests that the rebels had relaxed their guard in a supposedly secure area believing that they had broken contact with the Carthaginians, but that Naravas's skilled scouts identified their location. They were then surprised by Hamilcar, and deterred from immediate attack by his elephants and cavalry superiority. By the time they had grasped the situation the Carthaginian army had fortified itself in positions where the terrain was what Polybius describes as "unhelpful" to the rebels and any attack by them was clearly hopeless. The rebels at this point were estimated to still be more than 40,000 strong, excluding slaves and prisoners. They had access to water but none to food, and had likely already foraged the immediate area bare. The Carthaginians could move freely to gather food from a wide area. Pinned against mountains and with their food exhausted, over several weeks the rebels ate their horses, their prisoners and then their slaves. Several messengers were despatched to Tunis; it is not known if any got through. The rebels hung on, hoping that Mathos would sortie from Tunis to rescue them. Whether or not Mathos was informed of events, he did not move. Possibly he was not informed, or possibly he felt pinned in place by the 10,000 defenders of Carthage under Hanno. The surrounded troops blamed their leaders for their situation and eventually they were forced to attempt a parley with Hamilcar. Hamilcar took Spendius, Autaritus, Zarzas and their lieutenants prisoner and the Carthaginians then attacked the leaderless, starving rebels with their whole force, led by their elephants. All of the rebels were killed; any who surrendered were thrown under the feet of the elephants. Carthaginian casualties were light. ## Aftermath Hamilcar then marched on Tunis and laid siege to it in late 238 BC. The city was difficult to access from both the east and the west, so Hamilcar occupied a position to the south with half the army, and his deputy Hannibal was to the north with the balance. The rebel leaders taken captive prior to the Saw were crucified in full view of the city. Mathos ordered a large-scale night attack, which surprised the Carthaginians, who suffered many casualties. One of their camps was overrun and they lost much of their baggage; Hannibal and a delegation of 30 Carthaginian notables who were visiting the army were captured. They were tortured and then nailed to the crosses previously occupied by Spendius and his colleagues. Hamilcar abandoned the siege and withdrew to the north. Mathos led the rebel army 160 kilometres (100 mi) south to the wealthy port city of Leptis Parva (just south of the modern city of Monastir, Tunisia). Hanno and Hamilcar marched after the rebels with an army totalling over 25,000 men and many war elephants, including every Carthaginian citizen of military age. At the ensuing battle the rebels were crushed. Captives were sold into slavery. Mathos was captured; he was dragged through the streets of Carthage and tortured to death by its citizens. Most of the towns and cities which had not already come to terms with Carthage now did so, with the exceptions of Utica and Hippo, whose inhabitants feared vengeance for their massacre of Carthaginians. They attempted to hold out, but Polybius says that they too "quickly" surrendered, probably in late 238 BC or very early 237 BC. The surrendered towns and cities were treated leniently, although Carthaginian governors were imposed on them. ## Notes, citations and sources
21,480,846
Kalki Koechlin
1,173,817,745
French actress and writer (born 1984)
[ "1984 births", "21st-century French actresses", "21st-century French screenwriters", "21st-century French women writers", "Actresses in Hindi cinema", "Actresses in Tamil cinema", "Actresses of European descent in Indian films", "Alumni of Goldsmiths, University of London", "Chevaliers of the Ordre des Arts et des Lettres", "European actresses in India", "Filmfare Awards winners", "French actresses", "French expatriates in India", "French feminists", "French film actresses", "French screenwriters", "French stage actresses", "French television actresses", "French voice actresses", "French women screenwriters", "Hebron School alumni", "Living people", "People from Nilgiris district", "People from Pondicherry", "Screen Awards winners", "Screenwriters from Puducherry", "Special Jury Award (feature film) National Film Award winners", "Women writers from Puducherry" ]
Kalki Koechlin (/ˈkʌlki keɪˈklæ̃/ ; born 10 January 1984) is a French actress and writer who works in Hindi films. Known for her unconventional body of work, she is the recipient of such accolades as a National Film Award, a Filmfare Award, and two Screen Awards. Although a French citizen, she has been raised and lived most of her life in India. Born in Pondicherry, India, Koechlin was drawn to theatre from a young age. She studied drama at Goldsmiths, University of London, and worked simultaneously with a local theatre company. After returning to India, she made her lead screen debut as Chanda in the drama Dev.D in 2009, and won the Filmfare Award for Best Supporting Actress. Subsequently, she starred in two of the highest-grossing Hindi films of their respective release years—the romantic comedy-dramas Zindagi Na Milegi Dobara (2011) and Yeh Jawaani Hai Deewani (2013), both of which garnered her nominations for the Filmfare Award for Best Supporting Actress. Koechlin expanded her career into screenwriting with the 2011 crime thriller That Girl in Yellow Boots, in which she also played the lead role. Koechlin's continued association with such commercial films as the supernatural thriller Ek Thi Daayan (2013) and the musical drama Gully Boy (2019) sustained her success, as she continued to draw praise for her performances in independent films, including the comedy-drama Waiting (2015) and the slice of life film Ribbon (2017). She won further acclaim and a National Film Award – Special Jury Award for her role of a young woman with cerebral palsy in the coming-of-age drama Margarita with a Straw (2014). Beginning in late 2010s, Koechlin made a transition to web content and appeared in a spate of successful web series. She drew particular praise for her portrayal of a lonely socialite in Amazon Prime Video's Made in Heaven and a self-styled godwoman in Netflix's Sacred Games (both 2019). Koechlin has written, produced, and acted in several stage productions. She co-wrote the drama Skeleton Woman (2009), which won her The MetroPlus Playwright Award, and made her directorial debut on stage with the tragicomedy Living Room (2015). Koechlin is also an activist and promotes various causes ranging from health and education to women empowerment and gender equality. ## Early life and background Kalki Koechlin was born in Pondicherry, India, on 10 January 1984 to French parents, Joël Koechlin and Françoise Armandie, who came to India from Angers, France. She is a descendant of Maurice Koechlin, a French structural engineer who played an important role in the design and construction of the Eiffel Tower. Koechlin's parents are devotees of Sri Aurobindo, and she spent a significant amount of her early childhood in Auroville. The family later settled in Kallatty, a village near Ooty in Tamil Nadu, where Koechlin's father established a business designing hang-gliders and ultralight aircraft. Koechlin was brought up in a strict environment in Ooty where she spoke English, Tamil, and French. Her parents divorced when she was fifteen; her father moved to Bangalore and remarried, while Koechlin continued living with her mother. She has described the time that she spent at Kallatty between the ages of 5 and 8, before her parents' divorce, as her "happiest". Koechlin has a half-brother from her mother's previous marriage, and a half-brother from her father's subsequent marriage. Koechlin studied at Hebron School, a boarding school in Ooty, where she was involved in acting and writing. She has admitted to being shy and quiet as a child. Koechlin aspired to study psychiatry and become a criminal psychologist. After completing her schooling at the age of 18, she moved to London and studied drama and theatre at Goldsmiths, University of London. There, she worked for two years with the theatre company Theatre of Relativity, writing The Rise of the Wild Hunt and performing in plays such as David Hare's The Blue Room and Marivaux's The Dispute. She worked as a waitress on weekends. After completing her studies, Koechlin moved back to India and lived with her maternal half-brother in Bangalore. Unable to find work there, she moved to Mumbai, where she worked with theatre directors and with Atul Kumar and Ajay Krishnan, the founders of a Mumbai-based theatre company called "The Company Theatre". They were looking for actors for a theatrical festival, Contacting the World, to be held in Liverpool. ## Film career ### Early work (2009–2010) After moving to Mumbai, Koechlin auditioned for Anurag Kashyap's Dev.D (2009), a modern-day adaptation of Sarat Chandra Chattopadhyay's 1917 Bengali novel Devdas. In the film, Koechlin plays the role of Leni, a young woman who turns to prostitution after a leaked sex tape scandal. The character was based on Chandramukhi, a pivotal character in the novel, a prostitute who fell in love with the titular character. Kashyap initially rejected Koechlin as she was not Indian, and did not match his visualisation of the character. But he changed his mind and offered her the role after seeing her audition tape. The film met with generally positive reviews and was a box office success. Koechlin garnered praise and the Filmfare Award for Best Supporting Actress for her performance, which was described as "imbued [...] with a touching fragility" and "astonishingly [appropriate]". Others were more impressed by her character's complexity, but thought of Koechlin's performance in the film's first half as amateurish. Koechlin played a supporting role in the black comedy The Film Emotional Atyachar, her only film appearance of 2010. Co-starring Ranvir Shorey, Mohit Ahlawat, Abhimanyu Singh, Vinay Pathak, and Ravi Kishan, the production opened to mixed reviews. Her performance as Sophie, a manipulative woman who is abducted by two corrupt policemen, garnered mixed reviews from critics. Komal Nahta of Koimoi labelled her performance as average, while Blessyy Chettiar of Daily News and Analysis felt that she was underused. Koechlin had committed to star in I am Afia, one of the four short films of Onir's anthology I Am, but it went into production with a modified plot for the segment. In an interview with The Telegraph Onir said, "as we discussed the subject more and more, both Kalki and me felt that the narrative was becoming too hurried in the 25-minute limit". Koechlin, who was to play the role of an NGO worker in the film was ultimately replaced by Nandita Das, after the change of plot. ### Breakthrough and commercial success (2011–2014) After facing some early struggle for film roles, Koechlin had four releases in 2011, garnering widespread recognition for her performances in them. The first was Bejoy Nambiar's Shaitan, a crime-thriller with an ensemble cast that included Koechlin, Rajeev Khandelwal, Gulshan Devaiya, Shiv Panditt, Neil Bhoopalam, and Kirti Kulhari. She played the role of a disturbed teenager and called it an exhausting experience, saying that she felt drained while trying to, "get into a psyche of someone who does a lot of drugs and booze, has lost her mind a little bit and is very vulnerable". While the character was inconsistently described by film critics as "nightmarish" and "engaging", Koechlin was praised for her performance, with Raja Sen calling her "an increasingly striking actress". Upon release, the film received positive reviews from critics, and earned Koechlin a Screen Award for Best Actress nomination. Koechlin then starred in Zoya Akhtar's ensemble coming-of-age romantic comedy-drama Zindagi Na Milegi Dobara. Akhtar had expressed her wish to work with Koechlin in a prior interview with NDTV, having seen her in Dev.D and the then-unreleased That Girl in Yellow Boots. She played the role of Natasha, a South Bombay girl who works as an interior designer. Koechlin, who took diction classes for the role which required her to speak accented Hindi, revealed that she was keen to do the film because her work in such projects as Dev.D and Shaitan had led her to being typecast in dark roles of prostitutes, troubled teenagers, and misfits. With the worldwide collections of ₹1.53 billion (US\$19 million), Zindagi Na Milegi Dobara was a blockbuster and became the ninth highest-grossing Bollywood film at the time of its release. Koechlin's performance was positively received by critics. Gaurav Malani of The Times of India deemed her "excellent", and Raja Sen in his review for Rediff.com noted her as "histrionically strong enough to manage varied roles". Koechlin also received her second Filmfare Award for Best Supporting Actress nomination for her performance in the film. Koechlin expanded her career into screenwriting with Anurag Kashyap's 2011 thriller That Girl in Yellow Boots. She said that Kashyap asked her to write the script for the film as he was looking for a woman's perspective for the story. Co-starring with Naseeruddin Shah, the film had her play a British woman name Ruth, who travels to Mumbai in search of her biological father. The role was partially based on her own experience as a 'white-girl' in India. Shot in a short duration of thirteen days, the film was screened at the 2010 Toronto International Film Festival and the 67th Venice International Film Festival, among other venues. It opened to critical acclaim, with Koechlin being widely praised for her performance. Giving the film three-and-a-half stars out of four, Roger Ebert wrote that Koechlin "creates a memorable woman who is sad and old beyond her years". Sukanya Verma of Rediff.com described Koechlin as "unrestrained and uncorrupted". NDTV film critic Saibal Chatterjee also lauded the film and deemed her performance as "absolute perfection". Koechlin's final release of the year was the Sanjay Leela Bhansali-produced comedy My Friend Pinto. She played the role of an aspiring dancer in the film. Koechlin was cast opposite Emraan Hashmi and Abhay Deol (her third collaboration with Deol) for Dibakar Banerjee's political-thriller Shanghai. The film, which was based on the Greek writer Vassilis Vassilikos's 1967 novel Z (made into a movie of the same name), premiered at the 2012 Toronto Film Festival. Koechlin found the role of a political activist, which she described as vulnerable and awkward to be challenging. She said that the character was, "someone who is not an accepted person [...] an outsider". Shanghai received positive reviews from critics, and was a sleeper hit at the box-office grossing over ₹355 million (US\$4.4 million) worldwide. Koechlin garnered mixed response for her performance in the film. While Russell Edwards noted the "biting edge" she brought to the role, Aniruddha Guha thought of her as the "weakest link" in the film. Koechlin's continued association with commercial films sustained her success as seen, in varying degrees, with both of her 2013 releases, the supernatural thriller Ek Thi Daayan and the romantic comedy-drama Yeh Jawaani Hai Deewani. The former was based on Mobius Trips, a short story written by Mukul Sharma, the father of Konkona Sen Sharma, who also starred in the film. Koechlin's role was that of Lisa Dutt, a Canada-based music teacher who is suspected of practising witchcraft. For her role in the film, Koechlin learned to play the guitar, and lip synced "Yaaram", one of the film's track. On its release, the film received mixed to positive reviews from critics and had a decent run at box-office, grossing over ₹402 million (US\$5.0 million). Praising Koechlin in her review for the film, critic Anupama Chopra remarked that she was, "an interesting actor but the film doesn't know what to do with her". Yeh Jawaani Hai Deewani, which also starred Deepika Padukone, Ranbir Kapoor and Aditya Roy Kapur, was her second film appearance of 2013. She played the role of a tomboy, Aditi Mehra. Koechlin, who was nursing her hospitalised mother and simultaneously filming for the project called it a "really tough time". Nonetheless, she described her time on the film sets as "fun", and developed a close friendship with Padukone. The film emerged as one of the highest-grossing Bollywood films with earnings of ₹3.02 billion (US\$38 million). Koechlin was lauded for her performance and comic timing, with News18's Rajeev Masand writing, "Koechlin invests heart and spunkiness to the part". She earned her third Filmfare Award for Best Supporting Actress nomination for her performance in the film. Later in 2013, Koechlin appeared in a video entitled It's Your Fault, along with VJ Juhi Pandey. Dealing with the issue of sexual assaults on women, the video mocks the mindset that blames women for provoking rapes. It was created by All India Bakchod, and was released on their YouTube channel. It's Your Fault went viral, with over 150,000 views in two days. Koechlin's sole release in 2014 was Saif Ali Khan's Happy Ending, where she plays a comic role of a girl obsessed with Khan's character. She credited her performance in Yeh Jawaani Hai Deewani for landing her the role. She said that people noticed her comic timing in the film, and that worked in her favour. The film, which Koechlin described as "spoof on our film industry and on all the romantic comedies", opened to mixed reviews and was a box-office failure. Despite the film's mixed reception, she garnered praise for her performance. Saurabh Dwivedi of India Today wrote that "Koechlin steals the show with her perfect portrayal of a nagging girlfriend", and Rohit Vats of Hindustan Times noted that, although her character in the film felt a bit forced, she delivered a "charming" performance. ### Critical acclaim (2015–present) Koechlin starred in Shonali Bose's drama Margarita with a Straw, playing Laila, a young woman with cerebral palsy who leaves her home in India to study in New York City, unexpectedly falls in love, and embarks on a journey of self-discovery. Her character was inspired by Malini Chib, Bose's cousin. Bose first approached Koechlin, who she said was her "first and only choice", for the role when the latter was shooting for Yeh Jawaani Hai Deewani. Due to the clashing schedule Bose went on to audition other actresses to substitute Koechlin, but felt that "something was missing" in each one, and she eventually decided to push the filming for three months to accommodate her. In an interview with the Times of India, Koechlin acknowledged that the role was the most challenging of her film career, and she took six months off her filming schedule to prepare for it. She underwent a six-week training workshop with actor Adil Hussain. The workshop aimed at making her "body language seem natural", while also focusing on the speech pattern of patients with cerebral palsy. Koechlin spent considerable time with Chib and her physiotherapist and speech therapist. She also attended a month-long workshop in Delhi, where she worked on the movement of the body parts. Although the film covers aspects of physical disability, Koechlin dubbed it "a romcom with some hurdles". Margarita with a Straw premiered at the 2014 Toronto International Film Festival, and was also screened at Tallinn Black Nights Film Festival, BFI London Film Festival, 19th Busan International Film Festival, and the Santa Barbara International Film Festival. The film garnered positive reviews, and Koechlin widespread attention and critical acclaim for her portrayal of a disabled person. While Leslie Felperin of The Hollywood Reporter made a detailed note of her "bravura performance in both physical and emotional terms", Saibal Chatterjee deemed her "[simply] brilliant". Firstpost's Deepanjana Pal ascribed her screen appeal to her lack of acting pretense, and wrote "[Koechlin] has done a good job of miming the physicality [...] but what is truly remarkable is the lack of artifice in her expressions". John Beifuss compared her performance to Eddie Redmayne's act as Stephen Hawking in the biographical drama, The Theory of Everything, in his review for The Commercial Appeal. He gave Koechlin the highest praise writing that her performance would have attracted Academy Award notice in a major film studio production. The view was echoed by Variety critic Guy Lodge, who was particularly impressed by her range. Koechlin won several accolades for the film, including the Best Actress Award at the Tallinn Black Nights Film Festival, the Screen Award for Best Actress, and the Special Jury Award at the 63rd National Film Awards. Additionally, she had garnered nominations for Best Actress at the Seattle International Film Festival and the Asian Film Awards. Koechlin appeared alongside Parineeti Chopra, Richa Chadda, and Bhumi Pednekar in Y-Films's mini web-series Man's World, a satire on gender roles. The series was released on YouTube in April 2015. She then starred in Anu Menon's Waiting, an independent film about the relationship between two people who befriend each other in a hospital, while nursing their respective comatose spouses. Koechlin played the role of Tara Deshpande, a young and brash social media-savvy. She dyed her hair black for the role, as Menon wanted her to look more "earthy". The film had its world premiere at the Dubai International Film Festival (DIFF) in December 2015, and had its theatrical release in India on 27 May 2016. The film and her performance received positive critical reviews. Sukanya Verma of Rediff.com called the film "absolutely riveting", and also lauded the "stunningly unhindered" Koechlin writing that she used her aura, "in the most mesmeric fashion to create a woman we sympathise with and wish well for". Film critic Kunal Guha thought that film belonged to Koechlin who, "impresses by managing to wordlessly convey her character's state of mind in every scene". Koechlin appeared in two documentary films in 2016Freedom Matters, a project aimed at spreading awareness on human trafficking, and Living Shakespeare, a BBC production where she drew parallels between Ophelia and Indian women. She was invited to be a part of the jury presided by Hungarian director Béla Tarr, at the 2016 Marrakech International Film Festival. The 18th Mumbai Film Festival saw the release of two of Koechlin's films—the widely praised A Death in the Gunj and the panned Mantra. In the former, she played Mimi, a Kolkata-based Anglo-Indian woman, who seduces a younger disturbed teenager. To prepare for the role, she attended an acting workshop conducted by the film's casting director, Atul Mongia, and also learnt an Anglo-Indian accent. She thought of it unlike anything that she had done before, calling it "a very sexual, beautiful character". The release for A Death in the Gunj was delayed on multiple occasions due to varying reasons. Critics, who were appreciative of Koechlin's performance, variously called her "ever dependable" and "perfect fit". Both Mantra and A Death in the Gunj released theatrically in the first half of 2017–in the months of March and June respectively. Koechlin's following release, the delayed road film Jia aur Jia co-starring Richa Chaddha, focused on two strangers of the same name who embark on a road trip together. Directed by Howard Rosemeyer in his debut, the film was released on 27 October. Critics such as Sweta Kaushal of Hindustan Times and Anna M. M. Vetticad of Firstpost, singled out Koechlin's performance for praise, while negatively reviewing the film. Her final release of the year, Ribbon opened to positive response from critics. Directed by Rakhee Sandilya, the film follows the life of a couple living in Mumbai and the problems that they face with an unplanned pregnancy. Koechlin played Sahana, a sales executive who faces discrimination at the work place; it was variously regarded as the most mature performance of her film career by commentators. Chatterjee was particularly impressed by her "star turn [in] one of the meatiest roles that she has ever played on the big screen". Koechlin played a French immigrant in Siddharth Sinha's short film The Job. Produced by Kushal Shrivastava, the production was a psychological thriller that was meant to be a critique of the corporate sector and its treatment of employees. Her performance attracted praise with writers ascribing the film's appeal to her persuasive performance. Koechlin was awarded the Order of Arts and Letters by the French government; Alexandre Ziegler, the Ambassador of France to India formally presented the award to her on 23 June. In 2019, Koechlin starred alongside Ranveer Singh and Alia Bhatt in the musical drama Gully Boy. The film emerged as a critical and commercial success, grossing over ₹2.22 billion (US\$31 million) against a production budget of ₹400 million (US\$5.6 million). ## Other work ### Stage career Koechlin has been associated with theatre from a young age. As a child, she attended theatre workshops in Pondicherry. Her mother was adamant that she complete her studies before venturing into an acting career, sending her to London to study drama and theatre. During her years in the film industry, Koechlin has continued to participate in theatrical productions. She has written, produced, and acted in several stage plays in India. In a 2014 interview with Verve she said, "Theater is really an actor's playground [...] There's nothing like performing for a live audience". Koechlin founded her own theatre production company, Little Productions in June 2015. Koechlin won The Hindu's 2009 The MetroPlus Playwright Award along with Prashant Prakash for the play Skeleton Woman which they co-wrote, directed by Nayantara Kotian. The play is a modern adaptation of an Inuit folk tale about a writer; Koechlin played the protagonist's wife. It premiered at the Prithvi Theatre, Mumbai. Asmit Pathare of Mumbai Theatre Guide in his review wrote: "The actors being the playwrights themselves, seemed to know what they were doing". She also co-wrote Colour Blind, a play that attempts to rediscover different aspects of the personality of Indian poet Rabindranath Tagore through his life and writings. In dual roles, Koechlin plays the Argentine writer and intellectual Victoria Ocampo (a close associate of Tagore), and a young woman who is writing a research paper on him. Aditi Sharma of Mumbai Theatre Guide calling Koechlin the "star of the play" noted that she "really put in an effort to build her character and it shows". Koechlin's other early stage appearances include Atul Kumar's Trivial Disasters, The Real Inspector Hound, Ajay Krishnan's Hair, where she plays Rapunzel, and Kapoor's Hamlet, The Clown Prince. Koechlin made her directorial debut on stage with the 2015 play Living Room. Development of the play began in 2014, when Koechlin wrote a four-page conversation between Death and an old woman who is in a strange surreal space, about to die but unwilling to exit the world. She further worked on the script of the play in 2015. In a 2016 interview with Mumbai Mirror she said, "Last year, when I was unemployed for six months, I started fleshing out the story. It turned into a comedy on life and death". The play was staged at the Ranga Shankara Hall, Bangalore, on 24 July 2015. Koechlin also worked in Rajat Kapoor's What's Done, Is Done, an adaptation of Shakespeare's tragedy Macbeth. She played Lady Macbeth and doubled up as one of the witches for the play. The first show of the play was staged on 5 June 2016 in Mumbai. ### Philanthropy Koechlin identifies herself as a feminist and extensively campaigns for the cause of gender equality. She wrote an article on gender pay-gap for 22 August 2014 issue of Forbes India, and is vocal in her support for the issue: "Equal pay won't happen because there is a hero-based industry [...] need to strive for scripts that empower women, make women our heroes, too." Koechlin has presented several monologues aimed at spreading public awareness, and has used YouTube as a platform or forum for issues that she advocates for. She appeared in Puma's "Do You?" advertisement campaign which encouraged women to, "find their best self". Koechlin, alongside Jacqueline Fernandez and Sakshi Malik led a group of women at an event, organised as part of the movement, to break the Guinness World Record of "Most people to hold the abdominal plank position" for 1 minute. She has been appointed as the ambassador of such campaigns as Vogue India's "Vogue Empower" and United Colors of Benetton's "#Unitedbyhalf", initiatives aimed at spreading awareness on issues of women's safety and gender equality respectively. Koechlin was the ambassador for Cottonworld's "Adopt-A-Tree" initiative, under which the brand provided its customers with viable seeds and instructions of planting a tree, urging them to give back to the environment. She endorsed her eco-friendly lifestyle in an interview with journalist Priyadarshini Nandy, ahead of the 2012 Convention on Biological Diversity in Hyderabad. She supported the "Your Cartons. My Classroom" initiative by TERI, Tetra Pak and The Times of India, which promoted the recycling of empty tetra pak cartons into furniture for school classrooms. Koechlin starred in a short film, entitled Hawa Badlo, aimed at spreading awareness on the health concerns of air pollution. She is also a supporter of animal rights, and appeared in a 2012 PETA advertisement campaign encouraging the adoption of stray cats and dogs. Koechlin advocates for LGBT rights, and has featured in such video campaigns as Jagatjit Industries's IICE Vodka advertisement "Kinki Chilli". Directed by Shiven Surendranath, the video emphasised on an individual's freedom to choose their sexual identity. Koechlin expressed her support to LGBT community in an International Women's Day interview with The Huffington Post saying that education was essential for developing sensitisation to LGBT rights. Video messages recorded by Koechlin and Kunal Kapoor, in which they voiced their support for the LGBTQ community were screened at the 2016 Delhi International Queer Theater and Film Festival. Koechlin was featured on the March 2015 cover of Bombay Dost, India's first gay magazine. Koechlin is also vociferous on a variety of other issues, including health promotion, education for children in rural areas, and child sexual abuse among others. Koechlin actively participates in the P & G Shiksha campaign for educating children living in rural parts of India. She participated in the 2015 Mumbai Marathon, a charitable event that aimed to spread awareness about issues such as: education, health issues like cancer and AIDS, and senior citizen welfare, accompanied by Shonali Bose's cousin Malini Chib. Having gone through sexual abuse at the age of nine, Koechlin aims to spread awareness around the issue, saying that it was, "important that parents remove the taboo around the word sex or private parts so kids can speak openly and be saved from potential abuse". She also spoke at the All Indian Conference for Child Sexual Abuse organised by actor Rahul Bose's non-governmental organisation HEAL. ### Performance poetry and writing Koechlin began writing poetry during her childhood and has variously performed and recorded self-written poems. A patron of socially relevant poetry, she performed a solo theatrical monologue entitled, Wo-Manologue at a December 2016 event organised by the FICCI Ladies Organisation. She has also sporadically recited An Intense Piece about the Truths of Womanhood, a soliloquy, on such events as the International Women's Day special at the India Today Conclave in March 2014 and the 2016 Kalyani Nagar meeting of the FICCI Ladies Organisation. She recited three separate poems focusing on consumerism, the contemporary society, and a comic nursery rhyme at "Spotlight", a poetry slam in Mumbai. Koechlin was a member of the jury at the 2016 National Youth Poetry Slam, held in Bangalore. Koechlin starred in a 2016 video, entitled Printing Machine that talked about the approach of media and society towards crimes against women, as a part of Culture Machine's video series "Unblushed". The five-minute video was released on YouTube and featured a poem penned and recited by Koechlin. The video was well received by critics and viewers. She also received a letter of appreciation from Melinda Gates, co-founder of Bill & Melinda Gates Foundation, for her contribution to bringing attention to women's issues. The success of Printing Machine was followed by a second collaborative video for the Unblushed series, Noise, another original poem which was released on the company's YouTube channel on 22 June 2017 (World Music Day). At the SpokenFest 2017, organised by Kommune India, Koechlin performed a 17-minute act entitled "Fairy Tale". The piece aimed to highlight the "intrinsically faulty" representation propagated by fairy tales. She suggested alternative readings that, among other things, disregarded the notions of a princess "[who] must never displease", a prince, who "has to be gentle and yet be a man" and interpreted a witch not as the "antagonist, but [...] as a strong woman misunderstood by the society". In response to the poem, Ishita Sengupta of The Indian Express suggested a re-reading of the fairy tales "in a new light". Koechlin's debut book Elephant in the Womb is expected to come out by the end of 2021. This illustrated non-fiction book will trace her personal experiences with pregnancy and motherhood. The illustrations are done by Valeriya Polyanychko and it will be published by Penguin Random House India. ## Personal life Koechlin married filmmaker Anurag Kashyap in April 2011, at her maternal home in Ooty. The two met while filming her debut film Dev.D. On 13 November 2013, Koechlin and Kashyap issued a joint statement addressing their separation. On 19 May 2015, they filed for divorce at a Mumbai family court. During the period between their separation and eventual divorce, the couple went through marriage counselling. Amidst all the news and speculation surrounding the separation, Koechlin revealed that she regretted being so transparent about her personal life, stating in 2012, "It just takes centre stage instead of your work". Since her divorce, she has rarely mentioned her personal life in public. Tabloids have often linked her romantically with other Bollywood stars, but she has strongly denied any such rumours. Koechlin adopted a rescue cat named Dosa. On 30 September 2019, Koechlin confirmed her pregnancy with her boyfriend, Guy Hershberg, an Israeli musician. Their daughter was born on 7 February 2020 through water birth. She stated in an interview with Daily News and Analysis, that she was a victim of stereotypes in her teenage years and early film career, where she was stereotyped as a '"white girl" in India. She goes on to say, "Even as an actor, you have days when you haven't slept enough, you don't feel like you're good enough or pretty enough ... But ultimately, it's all about attitude. You must live with a little abandon and not be self-conscious. You ought to stop staring at yourself in the mirror, and just smile a little!" She acknowledged her share of confusion regarding her identity as a "white-skinned woman growing up in Tamil Nadu", who had to defend her "Indian-ness" at numerous occasions. In an interview with The Local, she said of herself, "My skin is white, but my heart is brown." She has a French passport, and stated in an interview that she chose it over an Indian passport as it is easier to travel with the former. ## Media image Koechlin has been acknowledged in the media for her unconventional roles in films and her straightforward personality. Reviewing her work in Printing Machine, film critic and journalist Subhash K. Jha deemed her the "free-thinking actress this industry Bollywood needs". Megha Shah of the GQ called her "someone who can speak her mind, sound intelligent and also look stunning in a bikini". Members of the media have subsequently labelled her as a role model for women across the country. Bhavya Sadhwani, describing her as "a real life heroine", lauded her for "voicing her opinions without an iota of inhibition". Another editorial in The Week stated that with her powerful performances, and by voicing her opinions, she "has always stayed ahead of her contemporaries in the industry". Following her portrayal of such characters as those in Dev.D, Zindagi Na Milegi Dobara, Shaitan, and Margarita With a Straw, Koechlin gained wider recognition and earned the tag of a "nonconformist". Clarisse Loughrey of The Independent described her as a pioneer for the Indian film industry owing to her unconventional roles and outspoken public presence. Don Groves of Forbes wrote that she has "managed to subvert stereotypes by playing characters who are nothing like each other". The columnist and film critic Vinayak Chakravorty cites Koechlin as one of the "new 'new-wave' actors" who has proved her easy screen presence in her short time in the film industry. Koechlin is described as a style icon by the Indian media and has been dubbed as the "queen of experimental fashion". Raedita Tandan of Filmfare deemed Koechlin's fashion appeal as "effortless" and "un-diva esque". Such designers and photographers as the slow-process multimedia artist Riyas Komu and Elle couturier Amit Aggarwal have described Koechlin's persona as representative of "a sense of eclecticism" and "fresh, akin to a new wave" respectively. Koechlin has been a part of numerous fashion shows, including the Lakme Fashion Week, India International Jewellery Week, and Mijwan Fashion Show (Shabana Azmi's annual fund raiser). She also made a guest appearance at the Milan Fashion Week, one of the global "Big Four Fashion Weeks". Koechlin is particularly known in the Indian media and film industry for her dedication to her work. Atul Kumar, founder of The Company Theatre, and her co-star in Hamlet, noted: "her commitment as an actor is relentless". The director Shonali Bose, while filming Margarita With a Straw, said Koechlin was able to give perfect long takes for the film because of the "intense hard work that she put into the preparation of her role". Her former husband, Anurag Kashyap—who directed her in three films—believes that she "has grown as an actor since Dev.D". Rajat Kapoor, in whose Hamlet Koechlin performed as Ophelia, believes she is an actress who has the "sensitivity and understanding of filmmaking and theatre". Koechlin is a celebrity endorser and has been associated with several brands and services, including: Coca-Cola, Olay, Vogue, Micromax, Titan, Grey Goose's Style du jour, and AOC International including the cosmetic giant Oriflame. In an interview for Asian News International, Koechlin said that she "believes that everyone, whether an actor or a model, should endorse a brand which matches their ideologies". She was also the brand ambassador of the "Cinema For Care" section, aimed at creating awareness about disability issues at the All Lights India International Film Festival (ALIIFF) held in Thiruvananthapuram, Kerala in November 2015. ## Filmography ### Film ### Web series ## Accolades
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2010 Sylvania 300
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Stock car race
[ "2010 NASCAR Sprint Cup Series", "2010 in sports in New Hampshire", "NASCAR races at New Hampshire Motor Speedway" ]
The 2010 Sylvania 300 was a stock car racing competition that took place on September 19, 2010. Held at New Hampshire Motor Speedway in Loudon, New Hampshire, the 300-lap race was the twenty-seventh in the 2010 NASCAR Sprint Cup Series, as well as the first in the ten-race Chase for the Sprint Cup, which ended the season. Clint Bowyer of the Richard Childress Racing team won the race; Denny Hamlin finished second and Jamie McMurray came in third. Brad Keselowski won the pole position, although he was almost immediately passed by Tony Stewart at the start of the race. Many Chase for the Sprint Cup participants, including Jimmie Johnson, Kurt Busch, and Hamlin, were in the top ten for most of the race, although some encountered problems in the closing laps. Stewart was leading the race with two laps remaining but ran out of fuel, giving the lead, and the win, to Bowyer. There were twenty-one lead changes among eight different drivers, as well as eight cautions during the race. The race was Bowyer's first win in the 2010 season, and the third of his career. The result advanced Bowyer to second in the Drivers' Championship, thirty-five points behind Hamlin and ten ahead of Kevin Harvick, although he fell to twelfth in the standings after receiving a post-race penalty. Chevrolet maintained its lead in the Manufacturers' Championship, thirty-two points ahead of Toyota and seventy-four ahead of Ford, with nine races remaining in the season. Attendance was 95,000, while 3.68 million watched it on television. ## Report ### Background New Hampshire Motor Speedway is one of ten intermediate tracks that hold NASCAR races. The standard track at New Hampshire Motor Speedway is a four-turn oval track, 1.058 miles (1.703 km) long. Its banking in the turns varies from two to seven degrees, while the front stretch, the finish line, and the back stretch are all banked at one degree. Before the race, Denny Hamlin led the Drivers' Championship with 5,060 points, followed by Jimmie Johnson with 5,050. Kevin Harvick and Kyle Busch were tied for third place with 5,030 points, and Kyle's older brother Kurt Busch had 5,020 points. Tony Stewart, with 5,010 points, was tied with Greg Biffle, and Jeff Gordon, Carl Edwards, Jeff Burton, Matt Kenseth and Clint Bowyer rounded out the top twelve with 5,000 points each. In the Manufacturers' Championship, Chevrolet was leading with 188 points, twenty-nine points ahead of their rival Toyota. Ford, with 120 points, was fifteen points ahead of Dodge in the battle for third place. Mark Martin was the race's defending champion. A number of drivers competing in the 2010 Chase for the Sprint Cup entered the race optimistic about their chances of winning the championship. Biffle argued that he, Burton, or Stewart were "capable of winning it". Johnson, who already had eighteen previous wins in the Chase, observed that "those 10 races in the Chase is its own world. The people act and react differently under pressure, and for the last four years we have done a great job in that environment." Hamlin commented, "Reliability is the only thing we need to work on. It's taken us out of the last three Chases, not being reliable. You have to have it to be the champion." Ray Evernham also opined on Hamlin, "I think Denny knows that he has the talent to win the championship. I think that he's got focus right now and a good, veteran crew chief in Mike Ford. If Toyota gives him the speed, he could be a threat." ### Practice and qualifying Three practice sessions were held before the Sunday race—one on Friday, and two on Saturday. The first session lasted 90 minutes, and the second 50 minutes. The final session lasted 60 minutes. During the first practice session, Stewart was fastest, placing ahead of Edwards in second and Marcos Ambrose in third. A. J. Allmendinger was scored fourth, and Kyle Busch placed fifth. David Ragan, Johnson, Brad Keselowski, Biffle, and Hamlin rounded out the top ten fastest drivers in the session. Forty-five drivers attempted to qualify; due to NASCAR's qualifying procedure, only forty-three could race. Keselowski clinched his first pole position in the Sprint Cup Series, with a time of 28.515. He was joined on the front row of the grid by Bowyer. Stewart qualified third, Jamie McMurray took fourth, and Juan Pablo Montoya started fifth. Johnson, one of the drivers in the Chase for the Sprint Cup, qualified twenty-fifth, while Harvick was scored in twenty-seventh. The two drivers who failed to qualify for the race were Jeff Green and Johnny Sauter. Once qualifying concluded Keselowski said, "I felt I got a shot at the pole before I qualified but you never really know. When I ran the lap I knew I gave up a little bit of time right in the middle of both corners but I had a plan going into it and stuck to it and it worked. I’m really proud of that lap." On Saturday morning, Stewart was fastest in the second practice session, ahead of Sam Hornish Jr. in second, and McMurray in third. Ryan Newman was fourth quickest, and Bowyer took fifth. Kurt Busch, who ended up receiving a penalty for using extra tires, managed sixth. Mark Martin, Johnson, Kasey Kahne, and Montoya followed in the top ten. Of the other drivers in the Chase, Hamlin was scored sixteenth fastest, while Harvick was scored in twenty-fourth. McMurray paced the final practice session, with Jeff Gordon and Johnson following in second and third respectively. Stewart was fourth fastest, ahead of Montoya and Bowyer. Hamlin was scored seventh, Kahne eighth, Dale Earnhardt Jr. ninth, and David Reutimann tenth. Other Chase drivers included Kyle Busch in twenty-first and Kenseth in thirtieth. ### Race The race, the twenty-seventh of a total of thirty-six in the 2010 season, began at 1:00 p.m. EDT and was televised live in the United States on ESPN. Around the start of the race, weather conditions were partly cloudy with an air temperature around 70 °F (21 °C). Jonathan DeFelice, president of St. Anselm College in Goffstown, New Hampshire, began pre-race ceremonies with the invocation. Anthony Gargiula performed the national anthem, and Mark Corcoran, VP of Industrial and Commercial Sales for Sylvania, gave the command for drivers to start their engines. During the pace laps, two drivers had to move to the rear of the grid due to unapproved changes: David Gilliland because of an engine change, and Andy Lally because of a transmission change. Keselowski retained his pole position lead into the first corner, with Bowyer behind him. One lap later, Stewart passed Keselowski to become the new race leader; Montoya passed Keselowski for the second position on the next lap. By lap eight, Stewart had a lead of over one second. After starting the race in twelfth, Kurt Busch moved up to ninth position by lap nine. Paul Menard, who started in eighth, fell to eleventh position by lap twelve. After losing two positions early, Bowyer moved back up into third position by passing Keselowski. By the nineteenth lap, Johnson had moved up eight positions to seventeenth, and Harvick had moved up seven positions to twentieth. Earnhardt, who began the race in thirty-second, had moved up ten positions to twenty-second by lap 22. Two laps later, Bowyer passed Montoya for second position. Scott Speed spun sideways and collided with the wall four laps later, causing the first caution of the race. On lap 28, Robby Gordon moved into the lead for one lap, delaying his pit stop until lap 29. Once the race resumed, Bowyer regained the lead followed by McMurray in second. McMurray led the next lap, but Bowyer reclaimed the lead on lap 32. Three laps later, Kyle Busch, in seventh place, collided with the wall, but escaped with minor damage. A collision involving Ambrose and Menard occurred on lap 39 and prompted the second caution. Most drivers stayed on the track during the caution, allowing Bowyer to remain the leader on the restart. On lap 48, Michael McDowell drove to the garage because of engine problems. Five laps later, Bowyer led the race, with McMurray 1.3 seconds behind him. Landon Cassill went to the garage due to failing brakes on lap 56. Johnson moved into sixth, as Edwards passed McMurray five laps later for second. By lap 64, Bowyer's lead was over 3.5 seconds. Four laps later, Johnson passed Keselowski to claim fifth position. On the 81st lap, Earnhardt Jr. moved into seventh after passing David Reutimann and Stewart. Two laps later, Kurt Busch and Jeff Burton passed Reutimann for ninth and tenth respectively. During lap 90, Earnhardt passed Keselowski for sixth, as Johnson claimed fourth from McMurray. After 93 laps, Bowyer's lead was over five seconds. Two laps later, green flag pit stops began, as Montoya was the first to pit. On lap 98, Edwards became the new leader after Bowyer came into the pits. One lap later, Kurt Busch became the new leader, followed by Jeff Gordon and Robby Gordon. On lap 102, Bowyer reclaimed the lead as the previous leaders made their stops. Bobby Labonte and Casey Mears were unable to continue the race after their pit stops. On lap 113, Burton moved up to sixth, while Jeff Gordon passed Earnhardt for eleventh. Allmendinger fell to twenty-fifth after pit stops due to having run out of fuel on his way onto pit road. Three laps later, both Jeff Gordon and Earnhardt had passed Reutimann for tenth and eleventh respectively. By lap 120, Bowyer had a lead of about four seconds over Edwards. Four laps later, Harvick passed Montoya for fourteenth. On lap 132, Keselowski fell to ninth after being passed by Kurt Busch and Hamlin. On lap 147, Bowyer's lead of over seven seconds was reduced to nothing when the pace car moved on track. During the caution, which was caused by debris, most of the leaders made pit stops. Bowyer maintained his lead on the restart. On lap 153, Kyle Busch moved into tenth position by passing Jeff Gordon. Seven laps later, Burton claimed fourth. On the 162nd lap, Ryan Newman moved up to eleventh, as Keselowski fell to twelfth. Two laps later, Jeff Gordon passed Kyle Busch to move into ninth, while Stewart passed Burton for fourth. On lap 177, Montoya passed Kyle Busch for tenth position. Afterward, Kyle Busch fell to twelfth after being passed by Newman. By lap 192, Bowyer had a 3.5 second lead over McMurray. One lap later, Montoya passed Kurt Busch for ninth. On lap 199, Harvick moved into fifteenth position. Two laps later, Hamlin passed Jeff Burton to claim fifth. On lap 206, Martin's car suffered a flat tire and the fourth caution was given as a result. Bowyer led on the restart, although he was passed by Stewart within one lap. On lap 213, Hamlin spun sideways, prompting the fifth caution. Despite remaining undamaged, Hamlin fell from fourth to twenty-second position. Stewart led on the restart, as Jeff Gordon claimed second from Bowyer. By lap 221, a sixth caution came out as Kurt Busch, Johnson, and Kyle Busch all spun sideways. After the accident, Johnson fell to twenty-fourth; Stewart maintained his lead on the restart. Five laps later, Matt Kenseth spun out, causing the seventh caution. Stewart led the drivers back to the green flag, but was overtaken by McMurray one lap later. On lap 241, the pace car came out for the eighth and final caution, after Joey Logano collided with the outside wall. McMurray led on the restart, but Stewart reclaimed the lead on lap 247. Seven laps later, Johnson was forced to pit due to a loose wheel. By lap 257, Stewart had a lead of over one second. Five laps later, Hamlin claimed sixth from Harvick. During the 263rd lap, Bowyer passed McMurray for second. Four laps later, Newman passed Kyle Busch for tenth position. After 269 laps, Stewart's lead over Bowyer was 1.6 seconds. Six laps later, Hamlin moved into fifth position after passing Earnhardt. During lap 290, Hamlin passed McMurray for third. With two laps remaining, Stewart and Burton both ran out of fuel, handing the lead back to Bowyer. Bowyer maintained the lead to win his first race of the 2010 season. Hamlin finished second, ahead of McMurray in third, Earnhardt in fourth, and Harvick in fifth. ### Post-race comments Bowyer appeared in Victory Lane to celebrate his first win of the season in front of 95,000 people who attended the race. Bowyer also earned \$248,250 in race winnings. Stewart took his last-minute loss of the race with good humor, saying, "We went down swinging. I think I ran me out of fuel." In the subsequent post-race press conference, Hamlin said, "First thing I asked is how many cars on the lead lap, because I wanted to see how bad our day was going to be. I set a goal (of) top 15, and then it was top eight and then top six and, 'Holy cow, we can win this thing.' We just made a heck of a charge at the end." Bowyer was delighted with his victory: "[Crew chief] Shane [Wilson] built a brand new race car and we came here and we were fast right off the truck, and everybody had a lot of confidence, a pep in their step. And we showed it from the time we unloaded to qualifying, practice, we were one of the fastest cars here. That’s what it takes to run at this level, to be a part of that Chase, if we can go and continue to have as much fun as we did this weekend. I know it’s the key, I know it is to my success." Johnson was candid about his performance: "We had a decent car and ran in the top five and top 10 but just didn't end up finishing there." Harvick was somewhat more upbeat, saying, "We didn't have a great day. We didn't have a great weekend, honestly, and (fifth) says a lot about this team. If we keep doing that on our bad days, we will be in good shape." The race result left Hamlin leading the Drivers' Championship with 5,230 points. Bowyer, who finished first, moved to second on 5,195, ten points ahead of Harvick and twenty-seven ahead of Kyle Busch. In the Manufacturers' Championship, Chevrolet maintained the lead with 197 points. Toyota remained second with 165 points. Ford followed with 123 points, fourteen points ahead of Dodge in fourth. 3.68 million people watched the race on television. The race took two hours, fifty-eight minutes and twenty-two seconds to complete, and the margin of victory was 0.477 seconds. Although Bowyer's car passed initial inspection, NASCAR announced that they had "discovered issues with the car in a more thorough inspection at its research and development center". Three days after the race, two teams were given penalties: Richard Childress Racing for Bowyer's car, and Whitney Motorsports for McDowell's car. Richard Childress Racing's penalty, for unauthorized alterations to the rear bodywork of Bowyer's car, included a \$150,000 fine and a six race suspension for Wilson, and the loss of 150 owner and driver points for Richard Childress and Bowyer respectively. RCR's car chief, Chad Haney, was placed on probation until December 31, 2010, and suspended from NASCAR until November 3, 2010. Whitney Motorsports' penalty was for engine exhaust valves that did not meet NASCAR's weight requirements. The penalties for that included a \$50,000 fine and six race suspension for Jeremy Lafaver, while both McDowell and owner Dusty Whitney lost 50 driver and owner points respectively. Childress and Bowyer were both upset with the penalties and almost immediately announced plans to appeal. Bowyer argued the penalties to be too severe, saying, "I don't think the penalty fits the crime. Sixty-thousandths of an inch, folks. Grab a quarter out of your pocket. Less than the thickness of that quarter right there is worth a 150-point fine?" He also argued that his car could have been damaged slightly after the race as his car was pushed by a wrecker after it ran out of gas on its way to victory lane. "Is it possible that a two-ton wrecker could bend the quarter-panel 60-thousandths of an inch? You have to ask yourself that." The team lost the initial appeal, forcing them to make a final appeal to NASCAR National Commissioner John Middlebrook. As a result of the final appeal, Wilson's fine was reduced to \$100,000 while he and Haney's suspensions were reduced from six to four races (they were allowed to work with the team during the appeal process); however, the points penalty administered to Bowyer and his team was upheld. Asked if he thought Bowyer could still win the championship after this setback, Stewart argued, "It's possible for sure. The biggest thing is going to be going to the race track and having that stress of not having his crew chief, not having his car chief and those are two key people on a race weekend ... I can promise you that Childress has the resources to cover this ... it's definitely possible, but everyone else is going to have to have trouble." Bowyer did not lose the victory title for the race itself; NASCAR vice president of competition Robin Pemberton commented, "We don't consider taking away the win. If you ask some, they would consider a 150-point penalty with only nine races to go in the Chase a pretty hefty penalty." ## Results ### Qualifying ### Race results ## Standings after the race - Note: Only the top twelve positions are included for the driver standings. These drivers qualified for the Chase for the Sprint Cup.
8,919,702
Boukephala and Nikaia
1,171,398,819
Ancient cities founded by Alexander the Great
[ "320s BC establishments", "Bactrian and Indian Hellenistic period", "Cities founded by Alexander the Great", "Former populated places in Pakistan", "Jhelum", "Phalia", "Populated places along the Silk Road", "Populated places established in the 4th century BC" ]
Boukephala (Ancient Greek: Βουκεφάλα) and Nikaia (Νίκαια) were two cities founded by Alexander the Great on either side of the Hydaspes (modern-day Jhelum River, Pakistan) during his invasion of the Indian subcontinent. The cities, two of many founded by Alexander, were built shortly after his victory over the Indian king Porus at the Battle of the Hydaspes in early 326 BC. It is not certain which settlement had which name. Built on the site of the battlefield, the city on the eastern bank was most likely called Nikaia (from nike, lit. "victory"), while its western companion was probably named after Alexander's horse Bucephalus, who died during or after the battle. Their construction was supervised by Craterus, one of Alexander's leading generals. Both cities initially suffered from the rains of the South Asian monsoon. Boukephala seems to have had a more distinguished legacy than Nikaia: mentioned by Pliny the Elder and Ptolemy, it appears in the 1st-century AD Periplus Maris Erythraei manuscript and on the later Tabula Peutingeriana map. The cities' precise locations are unknown, but it is considered likely that Boukephala was located in the vicinity of modern Jalalpur and that Nikaia was across the river near present-day Mong. ## Historical accounts ### Foundation Alexander the Great, king of Macedon (r. 336–323 BC), invaded the Persian Achaemenid Empire in 334 BC. He decisively defeated the Persian king Darius III (r. c. 380 – 330 BC) at the battles of Issus (333 BC) and Gaugamela (331 BC), taking control of much of West Asia. Alexander then campaigned successfully against Bessus, the satrap of Bactria, who had murdered Darius and proclaimed himself Artaxerxes V of Persia. After Bessus' capture and execution, the Macedonian king moved southwards towards the Indus river to subdue local rulers. Capturing the fortress of Aornos, in present-day northern Pakistan, in April 326 BC, Alexander crossed the Indus to begin campaigning in northern India, executing a series of manouevres to cross the Hydaspes river (the modern-day Jhelum) and defeat the Indian king Porus at the Battle of the Hydaspes. Accounts of the founding of two cities after the battle appear in the records of all of the five major surviving accounts—Arrian, Plutarch, Diodorus, Curtius Rufus, and Justin. All five agree that Alexander founded two cities, one on each side of the Indus, naming one Nikaia and the other Boukephala. Craterus, one of Alexander's leading generals, was appointed to construct and fortify the new cities, a task he had performed a few months earlier at Arigaion (an ancient city possibly located under modern Nawagai). Diodorus additionally records that the settlements were built quickly because many workers were available. Before moving onwards to continue his Indian campaign, Alexander celebrated his victory and foundations with what Arrian terms "a gymnastic and horse contest" near the western city. He returned to the cities a few months later after the Macedonian army had mutinied at the Hyphasis (modern-day Beas River) and forced him to turn back. The troops were ordered to help repair damage caused by the monsoon, a phenomenon previously unknown to the Macedonians, whose buildings were not designed to withstand heavy rains. There is some dispute as to whether Alexander intended his foundations to be rapidly developing cities or military garrisons which would control the conquered territory; the historian N. G. L. Hammond theorised that Boukephala and Nikaia, founded on the banks of a major river, must have been established with trade routes in mind. According to Arrian, Alexander may have established dockyards at Boukephala, although Curtius Rufus states that these were located on the Acesines (modern-day Chenab River). Boukephala and Nikaia were also unique among the many cities founded by Alexander in not being at or near an existing fortress or provincial capital. The sources are however unclear on the details of the foundation and naming of the cities. Arrian separates the clauses detailing the location and naming of the cities, so that although the reader knows that one of the two cities was called Nikaia and one named Boukephala, it is unclear which name corresponds to which city. Though critical opinion has tended towards Nikaia being the eastern city, the historian A. B. Bosworth noted that this conclusion is somewhat tentative due to the grammatical uncertainties. None of the other sources give any more clarity to the situation, and it is possible that Arrian himself did not know which city was under which name. There is also confusion on the timing of the death of Bucephalus, Alexander's horse, after whom Boukephala was named. Justin writes that he fell at the beginning of the battle on the Hydapses. Plutarch however mentions that Bucephalus died either from wounds or simple old age, "not at once, but some time afterwards". Arrian also states that Bucephalus, being around thirty years old, died unwounded of old age. As both Diodorus and Curtius Rufus separate the foundation of the cities from their naming, it is probable that the horse only died after Alexander's eastward departure, and that the settlements were named upon Alexander's return to the region. ### Later history Boukephala appears to have survived for some centuries; it was probably under the rule of the Mauryan Empire (existed c. 320–185 BC), while the later presence of the Indo-Greek kingdom (existed c. 170 BC–10 AD) in the area likely helped it to survive. In the twentieth century, the British classicist William Woodthorpe Tarn claimed that the settlement was the capital of the 1st-century BC Indo-Greek king Hippostratus, due to the presence of a symbol on his coinage which he claimed could only have been minted at a Greek city; this theory is considered flawed as no such coins have been found near the Hydaspes. Meanwhile, the Indian historian A. K. Narain questioned whether Boukephala still existed by the time of Menander I (c.150 BC), but this uncertainty is dispelled by the city's presence in the 1st-century AD Periplus of the Erythraean Sea, a guide for Roman merchant sailors. Boukephala appears in many other Greco-Roman texts, including various recensions of the Alexander Romance and the writings of Ptolemy, and Pliny the Elder, who names the city as the chief of three controlled by the Asini tribe. It also appears on the Tabula Peutingeriana and in the writings of Yaqut al-Hamawi, a 13th-century AD Islamic scholar. Nikaia appears far less frequently in the ancient sources: it is possible that the name Alexandria for Porus, which is mentioned frequently, in fact refers to Nikaia. Ancient sources are generally consistent in the naming of the cities. Boukephala is less frequently named "Boukephalia", or "Alexandria Boukephalos" in the Byzantine period. Alexander, who often founded cities after winning military victories, had a short time previously founded another settlement named "Nikaia" to the east of Paropamisadae. Tarn suggested that all of Alexander's foundations were called "Alexandria" and that any other names were merely nicknames; this conclusion is generally considered unfounded. ## Location According to the historian Getzel Cohen, the locations of Boukephala and Nikaia were already a matter of dispute in antiquity. As the path of the Jhelum has shifted consistently since antiquity, creating marshlands on the eastern side, and as the Indian monsoon was already damaging the cities in Alexander's time, it is unlikely that much of either city survives today, even at a great depth. Although some historians have placed Boukephala at the town of Jhelum or at a tell near Dilawar, the prevailing view, as proposed by the archaeologist Aurel Stein in 1932, is that it lies underneath the modern town of Jalalpur Sharif. A monument to the life of Alexander was thus built between 1998 and 2011 near the town; funded by the Government of Pakistan, the Greek embassy in Islamabad, and by private donations, it had become dilapidated by 2023. As Boukephala was located across the river from Nikaia, if the former was located at Jalalpur, the most likely site of the latter is the town of Mong, located 10 kilometres (6.2 mi) to the east across the river. This hypothesis was suggested by Alexander Cunningham during the first Archaeological Survey of India. Others have suggested that the settlement is located near the present-day village of Sukchainpur. On the other hand, Stein "concluded it was impossible to indicate the site of Nikaia". A reference to the two cities may appear in the Mulasarvastivada Vinaya, a tripitaka text of an early Buddhist school which likely dates from the time of the Kushan emperor Kanishka (r. c. 127 – 150 AD). The vinaya, which details one of the journeys of the Buddha, refers to two cities called Ādirājya ("Place of the First Kingship") and Bhadrāśva ("Place of the Good Horse") located on the Vitastā (i.e., Hydaspes) River along the road from Gandhara to Mathura. Although the Buddha connected these cities to the mythical king Mahāsammata, it is possible that they were in reality the cities of Boukephala and Nikaia. Similarly, an old Hindu tradition at a shrine to Mangla Devi at the site of Garjak above Jalalpur includes the story of the death of a magical horse.
29,932
On the Origin of Species
1,173,458,003
1859 book on evolution by Charles Darwin
[ "1859 in science", "1859 non-fiction books", "Biology textbooks", "Books about evolution", "Books by Charles Darwin", "English non-fiction books", "English-language books", "John Murray (publishing house) books" ]
On the Origin of Species (or, more completely, On the Origin of Species by Means of Natural Selection, or the Preservation of Favoured Races in the Struggle for Life) is a work of scientific literature by Charles Darwin that is considered to be the foundation of evolutionary biology; it was published on 24 November 1859. Darwin's book introduced the scientific theory that populations evolve over the course of generations through a process of natural selection. The book presented a body of evidence that the diversity of life arose by common descent through a branching pattern of evolution. Darwin included evidence that he had collected on the Beagle expedition in the 1830s and his subsequent findings from research, correspondence, and experimentation. Various evolutionary ideas had already been proposed to explain new findings in biology. There was growing support for such ideas among dissident anatomists and the general public, but during the first half of the 19th century the English scientific establishment was closely tied to the Church of England, while science was part of natural theology. Ideas about the transmutation of species were controversial as they conflicted with the beliefs that species were unchanging parts of a designed hierarchy and that humans were unique, unrelated to other animals. The political and theological implications were intensely debated, but transmutation was not accepted by the scientific mainstream. The book was written for non-specialist readers and attracted widespread interest upon its publication. Darwin was already highly regarded as a scientist, so his findings were taken seriously and the evidence he presented generated scientific, philosophical, and religious discussion. The debate over the book contributed to the campaign by T. H. Huxley and his fellow members of the X Club to secularise science by promoting scientific naturalism. Within two decades, there was widespread scientific agreement that evolution, with a branching pattern of common descent, had occurred, but scientists were slow to give natural selection the significance that Darwin thought appropriate. During "the eclipse of Darwinism" from the 1880s to the 1930s, various other mechanisms of evolution were given more credit. With the development of the modern evolutionary synthesis in the 1930s and 1940s, Darwin's concept of evolutionary adaptation through natural selection became central to modern evolutionary theory, and it has now become the unifying concept of the life sciences. ## Summary of Darwin's theory Darwin's theory of evolution is based on key facts and the inferences drawn from them, which biologist Ernst Mayr summarised as follows: \* Every species is fertile enough that if all offspring survived to reproduce, the population would grow (fact). \* Despite periodic fluctuations, populations remain roughly the same size (fact). \* Resources such as food are limited and are relatively stable over time (fact). \* A struggle for survival ensues (inference). \* Individuals in a population vary significantly from one another (fact). \* Much of this variation is heritable (fact). \* Individuals less suited to the environment are less likely to survive and less likely to reproduce; individuals more suited to the environment are more likely to survive and more likely to reproduce and leave their heritable traits to future generations, which produces the process of natural selection (fact). \* This slowly effected process results in populations changing to adapt to their environments, and ultimately, these variations accumulate over time to form new species (inference). ## Background ### Developments before Darwin's theory In later editions of the book, Darwin traced evolutionary ideas as far back as Aristotle; the text he cites is a summary by Aristotle of the ideas of the earlier Greek philosopher Empedocles. Early Christian Church Fathers and Medieval European scholars interpreted the Genesis creation narrative allegorically rather than as a literal historical account; organisms were described by their mythological and heraldic significance as well as by their physical form. Nature was widely believed to be unstable and capricious, with monstrous births from union between species, and spontaneous generation of life. The Protestant Reformation inspired a literal interpretation of the Bible, with concepts of creation that conflicted with the findings of an emerging science seeking explanations congruent with the mechanical philosophy of René Descartes and the empiricism of the Baconian method. After the turmoil of the English Civil War, the Royal Society wanted to show that science did not threaten religious and political stability. John Ray developed an influential natural theology of rational order; in his taxonomy, species were static and fixed, their adaptation and complexity designed by God, and varieties showed minor differences caused by local conditions. In God's benevolent design, carnivores caused mercifully swift death, but the suffering caused by parasitism was a puzzling problem. The biological classification introduced by Carl Linnaeus in 1735 also viewed species as fixed according to the divine plan, but did recognize the hierarchical nature of different taxa. In 1766, Georges Buffon suggested that some similar species, such as horses and asses, or lions, tigers, and leopards, might be varieties descended from a common ancestor. The Ussher chronology of the 1650s had calculated creation at 4004 BC, but by the 1780s geologists assumed a much older world. Wernerians thought strata were deposits from shrinking seas, but James Hutton proposed a self-maintaining infinite cycle, anticipating uniformitarianism. Charles Darwin's grandfather Erasmus Darwin outlined a hypothesis of transmutation of species in the 1790s, and French naturalist Jean-Baptiste Lamarck published a more developed theory in 1809. Both envisaged that spontaneous generation produced simple forms of life that progressively developed greater complexity, adapting to the environment by inheriting changes in adults caused by use or disuse. This process was later called Lamarckism. Lamarck thought there was an inherent progressive tendency driving organisms continuously towards greater complexity, in parallel but separate lineages with no extinction. Geoffroy contended that embryonic development recapitulated transformations of organisms in past eras when the environment acted on embryos, and that animal structures were determined by a constant plan as demonstrated by homologies. Georges Cuvier strongly disputed such ideas, holding that unrelated, fixed species showed similarities that reflected a design for functional needs. His palæontological work in the 1790s had established the reality of extinction, which he explained by local catastrophes, followed by repopulation of the affected areas by other species. In Britain, William Paley's Natural Theology saw adaptation as evidence of beneficial "design" by the Creator acting through natural laws. All naturalists in the two English universities (Oxford and Cambridge) were Church of England clergymen, and science became a search for these laws. Geologists adapted catastrophism to show repeated worldwide annihilation and creation of new fixed species adapted to a changed environment, initially identifying the most recent catastrophe as the biblical flood. Some anatomists such as Robert Grant were influenced by Lamarck and Geoffroy, but most naturalists regarded their ideas of transmutation as a threat to divinely appointed social order. ### Inception of Darwin's theory Darwin went to Edinburgh University in 1825 to study medicine. In his second year he neglected his medical studies for natural history and spent four months assisting Robert Grant's research into marine invertebrates. Grant revealed his enthusiasm for the transmutation of species, but Darwin rejected it. Starting in 1827, at Cambridge University, Darwin learnt science as natural theology from botanist John Stevens Henslow, and read Paley, John Herschel and Alexander von Humboldt. Filled with zeal for science, he studied catastrophist geology with Adam Sedgwick. In December 1831, he joined the Beagle expedition as a gentleman naturalist and geologist. He read Charles Lyell's Principles of Geology and from the first stop ashore, at St. Jago, found Lyell's uniformitarianism a key to the geological history of landscapes. Darwin discovered fossils resembling huge armadillos, and noted the geographical distribution of modern species in hope of finding their "centre of creation". The three Fuegian missionaries the expedition returned to Tierra del Fuego were friendly and civilised, yet to Darwin their relatives on the island seemed "miserable, degraded savages", and he no longer saw an unbridgeable gap between humans and animals. As the Beagle neared England in 1836, he noted that species might not be fixed. Richard Owen showed that fossils of extinct species Darwin found in South America were allied to living species on the same continent. In March 1837, ornithologist John Gould announced that Darwin's rhea was a separate species from the previously described rhea (though their territories overlapped), that mockingbirds collected on the Galápagos Islands represented three separate species each unique to a particular island, and that several distinct birds from those islands were all classified as finches. Darwin began speculating, in a series of notebooks, on the possibility that "one species does change into another" to explain these findings, and around July sketched a genealogical branching of a single evolutionary tree, discarding Lamarck's independent lineages progressing to higher forms. Unconventionally, Darwin asked questions of fancy pigeon and animal breeders as well as established scientists. At the zoo he had his first sight of an ape, and was profoundly impressed by how human the orangutan seemed. In late September 1838, he started reading Thomas Malthus's An Essay on the Principle of Population with its statistical argument that human populations, if unrestrained, breed beyond their means and struggle to survive. Darwin related this to the struggle for existence among wildlife and botanist de Candolle's "warring of the species" in plants; he immediately envisioned "a force like a hundred thousand wedges" pushing well-adapted variations into "gaps in the economy of nature", so that the survivors would pass on their form and abilities, and unfavourable variations would be destroyed. By December 1838, he had noted a similarity between the act of breeders selecting traits and a Malthusian Nature selecting among variants thrown up by "chance" so that "every part of newly acquired structure is fully practical and perfected". Darwin now had the basic framework of his theory of natural selection, but he was fully occupied with his career as a geologist and held back from compiling it until his book on The Structure and Distribution of Coral Reefs was completed. As he recalled in his autobiography, he had "at last got a theory by which to work", but it was only in June 1842 that he allowed himself "the satisfaction of writing a very brief abstract of my theory in pencil". ### Further development Darwin continued to research and extensively revise his theory while focusing on his main work of publishing the scientific results of the Beagle voyage. He tentatively wrote of his ideas to Lyell in January 1842; then in June he roughed out a 35-page "Pencil Sketch" of his theory. Darwin began correspondence about his theorising with the botanist Joseph Dalton Hooker in January 1844, and by July had rounded out his "sketch" into a 230-page "Essay", to be expanded with his research results and published if he died prematurely. In November 1844, the anonymously published popular science book Vestiges of the Natural History of Creation, written by Scottish journalist Robert Chambers, widened public interest in the concept of transmutation of species. Vestiges used evidence from the fossil record and embryology to support the claim that living things had progressed from the simple to the more complex over time. But it proposed a linear progression rather than the branching common descent theory behind Darwin's work in progress, and it ignored adaptation. Darwin read it soon after publication, and scorned its amateurish geology and zoology, but he carefully reviewed his own arguments after leading scientists, including Adam Sedgwick, attacked its morality and scientific errors. Vestiges had significant influence on public opinion, and the intense debate helped to pave the way for the acceptance of the more scientifically sophisticated Origin by moving evolutionary speculation into the mainstream. While few naturalists were willing to consider transmutation, Herbert Spencer became an active proponent of Lamarckism and progressive development in the 1850s. Hooker was persuaded to take away a copy of the "Essay" in January 1847, and eventually sent a page of notes giving Darwin much-needed feedback. Reminded of his lack of expertise in taxonomy, Darwin began an eight-year study of barnacles, becoming the leading expert on their classification. Using his theory, he discovered homologies showing that slightly changed body parts served different functions to meet new conditions, and he found an intermediate stage in the evolution of distinct sexes. Darwin's barnacle studies convinced him that variation arose constantly and not just in response to changed circumstances. In 1854, he completed the last part of his Beagle-related writing and began working full-time on evolution. He now realised that the branching pattern of evolutionary divergence was explained by natural selection working constantly to improve adaptation. His thinking changed from the view that species formed in isolated populations only, as on islands, to an emphasis on speciation without isolation; that is, he saw increasing specialisation within large stable populations as continuously exploiting new ecological niches. He conducted empirical research focusing on difficulties with his theory. He studied the developmental and anatomical differences between different breeds of many domestic animals, became actively involved in fancy pigeon breeding, and experimented (with the help of his young son Francis) on ways that plant seeds and animals might disperse across oceans to colonise distant islands. By 1856, his theory was much more sophisticated, with a mass of supporting evidence. ## Publication ### Time taken to publish In his autobiography, Darwin said he had "gained much by my delay in publishing from about 1839, when the theory was clearly conceived, to 1859; and I lost nothing by it". On the first page of his 1859 book he noted that, having begun work on the topic in 1837, he had drawn up "some short notes" after five years, had enlarged these into a sketch in 1844, and "from that period to the present day I have steadily pursued the same object." Various biographers have proposed that Darwin avoided or delayed making his ideas public for personal reasons. Reasons suggested have included fear of religious persecution or social disgrace if his views were revealed, and concern about upsetting his clergymen naturalist friends or his pious wife Emma. Charles Darwin's illness caused repeated delays. His paper on Glen Roy had proved embarrassingly wrong, and he may have wanted to be sure he was correct. David Quammen has suggested all these factors may have contributed, and notes Darwin's large output of books and busy family life during that time. A more recent study by science historian John van Wyhe has determined that the idea that Darwin delayed publication only dates back to the 1940s, and Darwin's contemporaries thought the time he took was reasonable. Darwin always finished one book before starting another. While he was researching, he told many people about his interest in transmutation without causing outrage. He firmly intended to publish, but it was not until September 1854 that he could work on it full-time. His 1846 estimate that writing his "big book" would take five years proved optimistic. ### Events leading to publication: "big book" manuscript An 1855 paper on the "introduction" of species, written by Alfred Russel Wallace, claimed that patterns in the geographical distribution of living and fossil species could be explained if every new species always came into existence near an already existing, closely related species. Charles Lyell recognised the implications of Wallace's paper and its possible connection to Darwin's work, although Darwin did not, and in a letter written on 1–2 May 1856 Lyell urged Darwin to publish his theory to establish priority. Darwin was torn between the desire to set out a full and convincing account and the pressure to quickly produce a short paper. He met Lyell, and in correspondence with Joseph Dalton Hooker affirmed that he did not want to expose his ideas to review by an editor as would have been required to publish in an academic journal. He began a "sketch" account on 14 May 1856, and by July had decided to produce a full technical treatise on species as his "big book" on Natural Selection. His theory including the principle of divergence was complete by 5 September 1857 when he sent Asa Gray a brief but detailed abstract of his ideas. ### Joint publication of papers by Wallace and Darwin Darwin was hard at work on the manuscript for his "big book" on Natural Selection, when on 18 June 1858 he received a parcel from Wallace, who stayed on the Maluku Islands (Ternate and Gilolo). It enclosed twenty pages describing an evolutionary mechanism, a response to Darwin's recent encouragement, with a request to send it on to Lyell if Darwin thought it worthwhile. The mechanism was similar to Darwin's own theory. Darwin wrote to Lyell that "your words have come true with a vengeance, ... forestalled" and he would "of course, at once write and offer to send [it] to any journal" that Wallace chose, adding that "all my originality, whatever it may amount to, will be smashed". Lyell and Hooker agreed that a joint publication putting together Wallace's pages with extracts from Darwin's 1844 Essay and his 1857 letter to Gray should be presented at the Linnean Society, and on 1 July 1858, the papers entitled On the Tendency of Species to form Varieties; and on the Perpetuation of Varieties and Species by Natural Means of Selection, by Wallace and Darwin respectively, were read out but drew little reaction. While Darwin considered Wallace's idea to be identical to his concept of natural selection, historians have pointed out differences. Darwin described natural selection as being analogous to the artificial selection practised by animal breeders, and emphasised competition between individuals; Wallace drew no comparison to selective breeding, and focused on ecological pressures that kept different varieties adapted to local conditions. Some historians have suggested that Wallace was actually discussing group selection rather than selection acting on individual variation. ### Abstract of Species book Soon after the meeting, Darwin decided to write "an abstract of my whole work" in the form of one or more papers to be published by the Linnean Society, but was concerned about "how it can be made scientific for a Journal, without giving facts, which would be impossible." He asked Hooker how many pages would be available, but "If the Referees were to reject it as not strictly scientific I would, perhaps publish it as pamphlet." He began his "abstract of Species book" on 20 July 1858, while on holiday at Sandown, and wrote parts of it from memory, while sending the manuscripts to his friends for checking. By early October, he began to "expect my abstract will run into a small volume, which will have to be published separately." Over the same period, he continued to collect information and write large fully detailed sections of the manuscript for his "big book" on Species, Natural Selection. ### Murray as publisher; choice of title By mid-March 1859 Darwin's abstract had reached the stage where he was thinking of early publication; Lyell suggested the publisher John Murray, and met with him to find if he would be willing to publish. On 28 March Darwin wrote to Lyell asking about progress, and offering to give Murray assurances "that my Book is not more un-orthodox, than the subject makes inevitable." He enclosed a draft title sheet proposing An abstract of an Essay on the Origin of Species and Varieties Through natural selection, with the year shown as "1859". Murray's response was favourable, and a very pleased Darwin told Lyell on 30 March that he would "send shortly a large bundle of M.S. but unfortunately I cannot for a week, as the three first chapters are in three copyists' hands". He bowed to Murray's objection to "abstract" in the title, though he felt it excused the lack of references, but wanted to keep "natural selection" which was "constantly used in all works on Breeding", and hoped "to retain it with Explanation, somewhat as thus",— Through Natural Selection or the preservation of favoured races. On 31 March Darwin wrote to Murray in confirmation, and listed headings of the 12 chapters in progress: he had drafted all except "XII. Recapitulation & Conclusion". Murray responded immediately with an agreement to publish the book on the same terms as he published Lyell, without even seeing the manuscript: he offered Darwin 2⁄3 of the profits. Darwin promptly accepted with pleasure, insisting that Murray would be free to withdraw the offer if, having read the chapter manuscripts, he felt the book would not sell well (eventually Murray paid £180 to Darwin for the first edition and by Darwin's death in 1882 the book was in its sixth edition, earning Darwin nearly £3000). On 5 April, Darwin sent Murray the first three chapters, and a proposal for the book's title. An early draft title page suggests On the Mutability of Species. Murray cautiously asked Whitwell Elwin to review the chapters. At Lyell's suggestion, Elwin recommended that, rather than "put forth the theory without the evidence", the book should focus on observations upon pigeons, briefly stating how these illustrated Darwin's general principles and preparing the way for the larger work expected shortly: "Every body is interested in pigeons." Darwin responded that this was impractical: he had only the last chapter still to write. In September the main title still included "An essay on the origin of species and varieties", but Darwin now proposed dropping "varieties". With Murray's persuasion, the title was eventually agreed as On the Origin of Species, with the title page adding by Means of Natural Selection, or the Preservation of Favoured Races in the Struggle for Life. In this extended title (and elsewhere in the book) Darwin used the biological term "races" interchangeably with "varieties", meaning varieties within a species. He used the term broadly, and as well as discussions of "the several races, for instance, of the cabbage" and "the hereditary varieties or races of our domestic animals and plants", there are three instances in the book where the phrase "races of man" is used, referring to races of humans. ### Publication and subsequent editions On the Origin of Species was first published on Thursday 24 November 1859, priced at fifteen shillings with a first printing of 1250 copies. The book had been offered to booksellers at Murray's autumn sale on Tuesday 22 November, and all available copies had been taken up immediately. In total, 1,250 copies were printed but after deducting presentation and review copies, and five for Stationers' Hall copyright, around 1,170 copies were available for sale. Significantly, 500 were taken by Mudie's Library, ensuring that the book promptly reached a large number of subscribers to the library. The second edition of 3,000 copies was quickly brought out on 7 January 1860, and incorporated numerous corrections as well as a response to religious objections by the addition of a new epigraph on page ii, a quotation from Charles Kingsley, and the phrase "by the Creator" added to the closing sentence. During Darwin's lifetime the book went through six editions, with cumulative changes and revisions to deal with counter-arguments raised. The third edition came out in 1861, with a number of sentences rewritten or added and an introductory appendix, An Historical Sketch of the Recent Progress of Opinion on the Origin of Species. In response to objections that the origin of life was unexplained, Darwin pointed to acceptance of Newton's law even though the cause of gravity was unknown, and Leibnitz had accused Newton of introducing "occult qualities & miracles". The fourth edition in 1866 had further revisions. The fifth edition, published on 10 February 1869, incorporated more changes and for the first time included the phrase "survival of the fittest", which had been coined by the philosopher Herbert Spencer in his Principles of Biology (1864). In January 1871, George Jackson Mivart's On the Genesis of Species listed detailed arguments against natural selection, and claimed it included false metaphysics. Darwin made extensive revisions to the sixth edition of the Origin (this was the first edition in which he used the word "evolution" which had commonly been associated with embryological development, though all editions concluded with the word "evolved"), and added a new chapter VII, Miscellaneous objections, to address Mivart's arguments. The sixth edition was published by Murray on 19 February 1872 as The Origin of Species, with "On" dropped from the title. Darwin had told Murray of working men in Lancashire clubbing together to buy the fifth edition at 15 shillings and wanted it made more widely available; the price was halved to 7s 6d by printing in a smaller font. It includes a glossary compiled by W.S. Dallas. Book sales increased from 60 to 250 per month. ### Publication outside Great Britain In the United States, botanist Asa Gray, an American colleague of Darwin, negotiated with a Boston publisher for publication of an authorised American version, but learnt that two New York publishing firms were already planning to exploit the absence of international copyright to print Origin. Darwin was delighted by the popularity of the book, and asked Gray to keep any profits. Gray managed to negotiate a 5% royalty with Appleton's of New York, who got their edition out in mid-January 1860, and the other two withdrew. In a May letter, Darwin mentioned a print run of 2,500 copies, but it is not clear if this referred to the first printing only, as there were four that year. The book was widely translated in Darwin's lifetime, but problems arose with translating concepts and metaphors, and some translations were biased by the translator's own agenda. Darwin distributed presentation copies in France and Germany, hoping that suitable applicants would come forward, as translators were expected to make their own arrangements with a local publisher. He welcomed the distinguished elderly naturalist and geologist Heinrich Georg Bronn, but the German translation published in 1860 imposed Bronn's own ideas, adding controversial themes that Darwin had deliberately omitted. Bronn translated "favoured races" as "perfected races", and added essays on issues including the origin of life, as well as a final chapter on religious implications partly inspired by Bronn's adherence to Naturphilosophie. In 1862, Bronn produced a second edition based on the third English edition and Darwin's suggested additions, but then died of a heart attack. Darwin corresponded closely with Julius Victor Carus, who published an improved translation in 1867. Darwin's attempts to find a translator in France fell through, and the translation by Clémence Royer published in 1862 added an introduction praising Darwin's ideas as an alternative to religious revelation and promoting ideas anticipating social Darwinism and eugenics, as well as numerous explanatory notes giving her own answers to doubts that Darwin expressed. Darwin corresponded with Royer about a second edition published in 1866 and a third in 1870, but he had difficulty getting her to remove her notes and was troubled by these editions. He remained unsatisfied until a translation by Edmond Barbier was published in 1876. A Dutch translation by Tiberius Cornelis Winkler was published in 1860. By 1864, additional translations had appeared in Italian and Russian. In Darwin's lifetime, Origin was published in Swedish in 1871, Danish in 1872, Polish in 1873, Hungarian in 1873–1874, Spanish in 1877 and Serbian in 1878. By 1977, Origin had appeared in an additional 18 languages, including Chinese by Ma Chün-wu who added non-Darwinian ideas; he published the preliminaries and chapters 1–5 in 1902–1904, and his complete translation in 1920. ## Content ### Title pages and introduction Page ii contains quotations by William Whewell and Francis Bacon on the theology of natural laws, harmonising science and religion in accordance with Isaac Newton's belief in a rational God who established a law-abiding cosmos. In the second edition, Darwin added an epigraph from Joseph Butler affirming that God could work through scientific laws as much as through miracles, in a nod to the religious concerns of his oldest friends. The Introduction establishes Darwin's credentials as a naturalist and author, then refers to John Herschel's letter suggesting that the origin of species "would be found to be a natural in contradistinction to a miraculous process": > WHEN on board HMS Beagle, as naturalist, I was much struck with certain facts in the distribution of the inhabitants of South America, and in the geological relations of the present to the past inhabitants of that continent. These facts seemed to me to throw some light on the origin of species—that mystery of mysteries, as it has been called by one of our greatest philosophers. Darwin refers specifically to the distribution of the species rheas, and to that of the Galápagos tortoises and mockingbirds. He mentions his years of work on his theory, and the arrival of Wallace at the same conclusion, which led him to "publish this Abstract" of his incomplete work. He outlines his ideas, and sets out the essence of his theory: > As many more individuals of each species are born than can possibly survive; and as, consequently, there is a frequently recurring struggle for existence, it follows that any being, if it vary however slightly in any manner profitable to itself, under the complex and sometimes varying conditions of life, will have a better chance of surviving, and thus be naturally selected. From the strong principle of inheritance, any selected variety will tend to propagate its new and modified form. Starting with the third edition, Darwin prefaced the introduction with a sketch of the historical development of evolutionary ideas. In that sketch he acknowledged that Patrick Matthew had, unknown to Wallace or himself, anticipated the concept of natural selection in an appendix to a book published in 1831; in the fourth edition he mentioned that William Charles Wells had done so as early as 1813. ### Variation under domestication and under nature Chapter I covers animal husbandry and plant breeding, going back to ancient Egypt. Darwin discusses contemporary opinions on the origins of different breeds under cultivation to argue that many have been produced from common ancestors by selective breeding. As an illustration of artificial selection, he describes fancy pigeon breeding, noting that "[t]he diversity of the breeds is something astonishing", yet all were descended from one species of rock pigeon. Darwin saw two distinct kinds of variation: (1) rare abrupt changes he called "sports" or "monstrosities" (example: Ancon sheep with short legs), and (2) ubiquitous small differences (example: slightly shorter or longer bill of pigeons). Both types of hereditary changes can be used by breeders. However, for Darwin the small changes were most important in evolution. In this chapter Darwin expresses his erroneous belief that environmental change is necessary to generate variation. In Chapter II, Darwin specifies that the distinction between species and varieties is arbitrary, with experts disagreeing and changing their decisions when new forms were found. He concludes that "a well-marked variety may be justly called an incipient species" and that "species are only strongly marked and permanent varieties". He argues for the ubiquity of variation in nature. Historians have noted that naturalists had long been aware that the individuals of a species differed from one another, but had generally considered such variations to be limited and unimportant deviations from the archetype of each species, that archetype being a fixed ideal in the mind of God. Darwin and Wallace made variation among individuals of the same species central to understanding the natural world. ### Struggle for existence, natural selection, and divergence In Chapter III, Darwin asks how varieties "which I have called incipient species" become distinct species, and in answer introduces the key concept he calls "natural selection"; in the fifth edition he adds, "But the expression often used by Mr. Herbert Spencer, of the Survival of the Fittest, is more accurate, and is sometimes equally convenient." > Owing to this struggle for life, any variation, however slight and from whatever cause proceeding, if it be in any degree profitable to an individual of any species, in its infinitely complex relations to other organic beings and to external nature, will tend to the preservation of that individual, and will generally be inherited by its offspring ... I have called this principle, by which each slight variation, if useful, is preserved, by the term of Natural Selection, in order to mark its relation to man's power of selection. He notes that both A. P. de Candolle and Charles Lyell had stated that all organisms are exposed to severe competition. Darwin emphasizes that he used the phrase "struggle for existence" in "a large and metaphorical sense, including dependence of one being on another"; he gives examples ranging from plants struggling against drought to plants competing for birds to eat their fruit and disseminate their seeds. He describes the struggle resulting from population growth: "It is the doctrine of Malthus applied with manifold force to the whole animal and vegetable kingdoms." He discusses checks to such increase including complex ecological interdependencies, and notes that competition is most severe between closely related forms "which fill nearly the same place in the economy of nature". Chapter IV details natural selection under the "infinitely complex and close-fitting ... mutual relations of all organic beings to each other and to their physical conditions of life". Darwin takes as an example a country where a change in conditions led to extinction of some species, immigration of others and, where suitable variations occurred, descendants of some species became adapted to new conditions. He remarks that the artificial selection practised by animal breeders frequently produced sharp divergence in character between breeds, and suggests that natural selection might do the same, saying: > But how, it may be asked, can any analogous principle apply in nature? I believe it can and does apply most efficiently, from the simple circumstance that the more diversified the descendants from any one species become in structure, constitution, and habits, by so much will they be better enabled to seize on many and widely diversified places in the polity of nature, and so be enabled to increase in numbers. Historians have remarked that here Darwin anticipated the modern concept of an ecological niche. He did not suggest that every favourable variation must be selected, nor that the favoured animals were better or higher, but merely more adapted to their surroundings. Darwin proposes sexual selection, driven by competition between males for mates, to explain sexually dimorphic features such as lion manes, deer antlers, peacock tails, bird songs, and the bright plumage of some male birds. He analysed sexual selection more fully in The Descent of Man, and Selection in Relation to Sex (1871). Natural selection was expected to work very slowly in forming new species, but given the effectiveness of artificial selection, he could "see no limit to the amount of change, to the beauty and infinite complexity of the coadaptations between all organic beings, one with another and with their physical conditions of life, which may be effected in the long course of time by nature's power of selection". Using a tree diagram and calculations, he indicates the "divergence of character" from original species into new species and genera. He describes branches falling off as extinction occurred, while new branches formed in "the great Tree of life ... with its ever branching and beautiful ramifications". ### Variation and heredity In Darwin's time there was no agreed-upon model of heredity; in Chapter I Darwin admitted, "The laws governing inheritance are quite unknown." He accepted a version of the inheritance of acquired characteristics (which after Darwin's death came to be called Lamarckism), and Chapter V discusses what he called the effects of use and disuse; he wrote that he thought "there can be little doubt that use in our domestic animals strengthens and enlarges certain parts, and disuse diminishes them; and that such modifications are inherited", and that this also applied in nature. Darwin stated that some changes that were commonly attributed to use and disuse, such as the loss of functional wings in some island-dwelling insects, might be produced by natural selection. In later editions of Origin, Darwin expanded the role attributed to the inheritance of acquired characteristics. Darwin also admitted ignorance of the source of inheritable variations, but speculated they might be produced by environmental factors. However, one thing was clear: whatever the exact nature and causes of new variations, Darwin knew from observation and experiment that breeders were able to select such variations and produce huge differences in many generations of selection. The observation that selection works in domestic animals is not destroyed by lack of understanding of the underlying hereditary mechanism. Breeding of animals and plants showed related varieties varying in similar ways, or tending to revert to an ancestral form, and similar patterns of variation in distinct species were explained by Darwin as demonstrating common descent. He recounted how Lord Morton's mare apparently demonstrated telegony, offspring inheriting characteristics of a previous mate of the female parent, and accepted this process as increasing the variation available for natural selection. More detail was given in Darwin's 1868 book on The Variation of Animals and Plants Under Domestication, which tried to explain heredity through his hypothesis of pangenesis. Although Darwin had privately questioned blending inheritance, he struggled with the theoretical difficulty that novel individual variations would tend to blend into a population. However, inherited variation could be seen, and Darwin's concept of selection working on a population with a range of small variations was workable. It was not until the modern evolutionary synthesis in the 1930s and 1940s that a model of heredity became completely integrated with a model of variation. This modern evolutionary synthesis had been dubbed Neo Darwinian Evolution because it encompasses Charles Darwin's theories of evolution with Gregor Mendel's theories of genetic inheritance. ### Difficulties for the theory Chapter VI begins by saying the next three chapters will address possible objections to the theory, the first being that often no intermediate forms between closely related species are found, though the theory implies such forms must have existed. As Darwin noted, "Firstly, why, if species have descended from other species by insensibly fine gradations, do we not everywhere see innumerable transitional forms? Why is not all nature in confusion, instead of the species being, as we see them, well defined?" Darwin attributed this to the competition between different forms, combined with the small number of individuals of intermediate forms, often leading to extinction of such forms. Another difficulty, related to the first one, is the absence or rarity of transitional varieties in time. Darwin commented that by the theory of natural selection "innumerable transitional forms must have existed," and wondered "why do we not find them embedded in countless numbers in the crust of the earth?" (For further discussion of these difficulties, see Speciation#Darwin's dilemma: Why do species exist? and Bernstein et al. and Michod.) The chapter then deals with whether natural selection could produce complex specialised structures, and the behaviours to use them, when it would be difficult to imagine how intermediate forms could be functional. Darwin said: > Secondly, is it possible that an animal having, for instance, the structure and habits of a bat, could have been formed by the modification of some animal with wholly different habits? Can we believe that natural selection could produce, on the one hand, organs of trifling importance, such as the tail of a giraffe, which serves as a fly-flapper, and, on the other hand, organs of such wonderful structure, as the eye, of which we hardly as yet fully understand the inimitable perfection? His answer was that in many cases animals exist with intermediate structures that are functional. He presented flying squirrels, and flying lemurs as examples of how bats might have evolved from non-flying ancestors. He discussed various simple eyes found in invertebrates, starting with nothing more than an optic nerve coated with pigment, as examples of how the vertebrate eye could have evolved. Darwin concludes: "If it could be demonstrated that any complex organ existed, which could not possibly have been formed by numerous, successive, slight modifications, my theory would absolutely break down. But I can find out no such case." In a section on "organs of little apparent importance", Darwin discusses the difficulty of explaining various seemingly trivial traits with no evident adaptive function, and outlines some possibilities such as correlation with useful features. He accepts that we "are profoundly ignorant of the causes producing slight and unimportant variations" which distinguish domesticated breeds of animals, and human races. He suggests that sexual selection might explain these variations: > I might have adduced for this same purpose the differences between the races of man, which are so strongly marked; I may add that some little light can apparently be thrown on the origin of these differences, chiefly through sexual selection of a particular kind, but without here entering on copious details my reasoning would appear frivolous. Chapter VII (of the first edition) addresses the evolution of instincts. His examples included two he had investigated experimentally: slave-making ants and the construction of hexagonal cells by honey bees. Darwin noted that some species of slave-making ants were more dependent on slaves than others, and he observed that many ant species will collect and store the pupae of other species as food. He thought it reasonable that species with an extreme dependency on slave workers had evolved in incremental steps. He suggested that bees that make hexagonal cells evolved in steps from bees that made round cells, under pressure from natural selection to economise wax. Darwin concluded: > Finally, it may not be a logical deduction, but to my imagination it is far more satisfactory to look at such instincts as the young cuckoo ejecting its foster-brothers, —ants making slaves, —the larvæ of ichneumonidæ feeding within the live bodies of caterpillars, —not as specially endowed or created instincts, but as small consequences of one general law, leading to the advancement of all organic beings, namely, multiply, vary, let the strongest live and the weakest die. Chapter VIII addresses the idea that species had special characteristics that prevented hybrids from being fertile in order to preserve separately created species. Darwin said that, far from being constant, the difficulty in producing hybrids of related species, and the viability and fertility of the hybrids, varied greatly, especially among plants. Sometimes what were widely considered to be separate species produced fertile hybrid offspring freely, and in other cases what were considered to be mere varieties of the same species could only be crossed with difficulty. Darwin concluded: "Finally, then, the facts briefly given in this chapter do not seem to me opposed to, but even rather to support the view, that there is no fundamental distinction between species and varieties." In the sixth edition Darwin inserted a new chapter VII (renumbering the subsequent chapters) to respond to criticisms of earlier editions, including the objection that many features of organisms were not adaptive and could not have been produced by natural selection. He said some such features could have been by-products of adaptive changes to other features, and that often features seemed non-adaptive because their function was unknown, as shown by his book on Fertilisation of Orchids that explained how their elaborate structures facilitated pollination by insects. Much of the chapter responds to George Jackson Mivart's criticisms, including his claim that features such as baleen filters in whales, flatfish with both eyes on one side and the camouflage of stick insects could not have evolved through natural selection because intermediate stages would not have been adaptive. Darwin proposed scenarios for the incremental evolution of each feature. ### Geological record Chapter IX deals with the fact that the geological record appears to show forms of life suddenly arising, without the innumerable transitional fossils expected from gradual changes. Darwin borrowed Charles Lyell's argument in Principles of Geology that the record is extremely imperfect as fossilisation is a very rare occurrence, spread over vast periods of time; since few areas had been geologically explored, there could only be fragmentary knowledge of geological formations, and fossil collections were very poor. Evolved local varieties which migrated into a wider area would seem to be the sudden appearance of a new species. Darwin did not expect to be able to reconstruct evolutionary history, but continuing discoveries gave him well-founded hope that new finds would occasionally reveal transitional forms. To show that there had been enough time for natural selection to work slowly, he cited the example of The Weald as discussed in Principles of Geology together with other observations from Hugh Miller, James Smith of Jordanhill and Andrew Ramsay. Combining this with an estimate of recent rates of sedimentation and erosion, Darwin calculated that erosion of The Weald had taken around 300 million years. The initial appearance of entire groups of well-developed organisms in the oldest fossil-bearing layers, now known as the Cambrian explosion, posed a problem. Darwin had no doubt that earlier seas had swarmed with living creatures, but stated that he had no satisfactory explanation for the lack of fossils. Fossil evidence of pre-Cambrian life has since been found, extending the history of life back for billions of years. Chapter X examines whether patterns in the fossil record are better explained by common descent and branching evolution through natural selection, than by the individual creation of fixed species. Darwin expected species to change slowly, but not at the same rate – some organisms such as Lingula were unchanged since the earliest fossils. The pace of natural selection would depend on variability and change in the environment. This distanced his theory from Lamarckian laws of inevitable progress. It has been argued that this anticipated the punctuated equilibrium hypothesis, but other scholars have preferred to emphasise Darwin's commitment to gradualism. He cited Richard Owen's findings that the earliest members of a class were a few simple and generalised species with characteristics intermediate between modern forms, and were followed by increasingly diverse and specialised forms, matching the branching of common descent from an ancestor. Patterns of extinction matched his theory, with related groups of species having a continued existence until extinction, then not reappearing. Recently extinct species were more similar to living species than those from earlier eras, and as he had seen in South America, and William Clift had shown in Australia, fossils from recent geological periods resembled species still living in the same area. ### Geographic distribution Chapter XI deals with evidence from biogeography, starting with the observation that differences in flora and fauna from separate regions cannot be explained by environmental differences alone; South America, Africa, and Australia all have regions with similar climates at similar latitudes, but those regions have very different plants and animals. The species found in one area of a continent are more closely allied with species found in other regions of that same continent than to species found on other continents. Darwin noted that barriers to migration played an important role in the differences between the species of different regions. The coastal sea life of the Atlantic and Pacific sides of Central America had almost no species in common even though the Isthmus of Panama was only a few miles wide. His explanation was a combination of migration and descent with modification. He went on to say: "On this principle of inheritance with modification, we can understand how it is that sections of genera, whole genera, and even families are confined to the same areas, as is so commonly and notoriously the case." Darwin explained how a volcanic island formed a few hundred miles from a continent might be colonised by a few species from that continent. These species would become modified over time, but would still be related to species found on the continent, and Darwin observed that this was a common pattern. Darwin discussed ways that species could be dispersed across oceans to colonise islands, many of which he had investigated experimentally. Chapter XII continues the discussion of biogeography. After a brief discussion of freshwater species, it returns to oceanic islands and their peculiarities; for example on some islands roles played by mammals on continents were played by other animals such as flightless birds or reptiles. The summary of both chapters says: > ... I think all the grand leading facts of geographical distribution are explicable on the theory of migration (generally of the more dominant forms of life), together with subsequent modification and the multiplication of new forms. We can thus understand the high importance of barriers, whether of land or water, which separate our several zoological and botanical provinces. We can thus understand the localisation of sub-genera, genera, and families; and how it is that under different latitudes, for instance in South America, the inhabitants of the plains and mountains, of the forests, marshes, and deserts, are in so mysterious a manner linked together by affinity, and are likewise linked to the extinct beings which formerly inhabited the same continent ... On these same principles, we can understand, as I have endeavoured to show, why oceanic islands should have few inhabitants, but of these a great number should be endemic or peculiar; ... ### Classification, morphology, embryology, rudimentary organs Chapter XIII starts by observing that classification depends on species being grouped together in a Taxonomy, a multilevel system of groups and sub-groups based on varying degrees of resemblance. After discussing classification issues, Darwin concludes: > All the foregoing rules and aids and difficulties in classification are explained, if I do not greatly deceive myself, on the view that the natural system is founded on descent with modification; that the characters which naturalists consider as showing true affinity between any two or more species, are those which have been inherited from a common parent, and, in so far, all true classification is genealogical; that community of descent is the hidden bond which naturalists have been unconsciously seeking, ... Darwin discusses morphology, including the importance of homologous structures. He says, "What can be more curious than that the hand of a man, formed for grasping, that of a mole for digging, the leg of the horse, the paddle of the porpoise, and the wing of the bat, should all be constructed on the same pattern, and should include the same bones, in the same relative positions?" This made no sense under doctrines of independent creation of species, as even Richard Owen had admitted, but the "explanation is manifest on the theory of the natural selection of successive slight modifications" showing common descent. He notes that animals of the same class often have extremely similar embryos. Darwin discusses rudimentary organs, such as the wings of flightless birds and the rudiments of pelvis and leg bones found in some snakes. He remarks that some rudimentary organs, such as teeth in baleen whales, are found only in embryonic stages. These factors also supported his theory of descent with modification. ### Concluding remarks The final chapter, "Recapitulation and Conclusion", reviews points from earlier chapters, and Darwin concludes by hoping that his theory might produce revolutionary changes in many fields of natural history. He suggests that psychology will be put on a new foundation and implies the relevance of his theory to the first appearance of humanity with the sentence that "Light will be thrown on the origin of man and his history." Darwin ends with a passage that became well known and much quoted: > It is interesting to contemplate an entangled bank, clothed with many plants of many kinds, with birds singing on the bushes, with various insects flitting about, and with worms crawling through the damp earth, and to reflect that these elaborately constructed forms, so different from each other, and dependent on each other in so complex a manner, have all been produced by laws acting around us ... Thus, from the war of nature, from famine and death, the most exalted object which we are capable of conceiving, namely, the production of the higher animals, directly follows. There is grandeur in this view of life, with its several powers, having been originally breathed into a few forms or into one; and that, whilst this planet has gone cycling on according to the fixed law of gravity, from so simple a beginning endless forms most beautiful and most wonderful have been, and are being, evolved. Darwin added the phrase "by the Creator" from the 1860 second edition onwards, so that the ultimate sentence begins "There is grandeur in this view of life, with its several powers, having been originally breathed by the Creator into a few forms or into one". ## Structure, style, and themes ### Nature and structure of Darwin's argument Darwin's aims were twofold: to show that species had not been separately created, and to show that natural selection had been the chief agent of change. He knew that his readers were already familiar with the concept of transmutation of species from Vestiges, and his introduction ridicules that work as failing to provide a viable mechanism. Therefore, the first four chapters lay out his case that selection in nature, caused by the struggle for existence, is analogous to the selection of variations under domestication, and that the accumulation of adaptive variations provides a scientifically testable mechanism for evolutionary speciation. Later chapters provide evidence that evolution has occurred, supporting the idea of branching, adaptive evolution without directly proving that selection is the mechanism. Darwin presents supporting facts drawn from many disciplines, showing that his theory could explain a myriad of observations from many fields of natural history that were inexplicable under the alternative concept that species had been individually created. The structure of Darwin's argument showed the influence of John Herschel, whose philosophy of science maintained that a mechanism could be called a vera causa (true cause) if three things could be demonstrated: its existence in nature, its ability to produce the effects of interest, and its ability to explain a wide range of observations. ### Literary style The Examiner review of 3 December 1859 commented, "Much of Mr. Darwin's volume is what ordinary readers would call 'tough reading;' that is, writing which to comprehend requires concentrated attention and some preparation for the task. All, however, is by no means of this description, and many parts of the book abound in information, easy to comprehend and both instructive and entertaining." While the book was readable enough to sell, its dryness ensured that it was seen as aimed at specialist scientists and could not be dismissed as mere journalism or imaginative fiction. Unlike the still-popular Vestiges, it avoided the narrative style of the historical novel and cosmological speculation, though the closing sentence clearly hinted at cosmic progression. Darwin had long been immersed in the literary forms and practices of specialist science, and made effective use of his skills in structuring arguments. David Quammen has described the book as written in everyday language for a wide audience, but noted that Darwin's literary style was uneven: in some places he used convoluted sentences that are difficult to read, while in other places his writing was beautiful. Quammen advised that later editions were weakened by Darwin making concessions and adding details to address his critics, and recommended the first edition. James T. Costa said that because the book was an abstract produced in haste in response to Wallace's essay, it was more approachable than the big book on natural selection Darwin had been working on, which would have been encumbered by scholarly footnotes and much more technical detail. He added that some parts of Origin are dense, but other parts are almost lyrical, and the case studies and observations are presented in a narrative style unusual in serious scientific books, which broadened its audience. ### Human evolution From his early transmutation notebooks in the late 1830s onwards, Darwin considered human evolution as part of the natural processes he was investigating, and rejected divine intervention. In 1856, his "big book on species" titled Natural Selection was to include a "note on Man", but when Wallace enquired in December 1857, Darwin replied; "You ask whether I shall discuss 'man';—I think I shall avoid whole subject, as so surrounded with prejudices, though I fully admit that it is the highest & most interesting problem for the naturalist." On 28 March 1859, with his manuscript for the book well under way, Darwin wrote to Lyell offering the suggested publisher John Murray assurances "That I do not discuss origin of man". In the final chapter of On the Origin of Species, "Recapitulation and Conclusion", Darwin briefly highlights the human implications of his theory: > "In the distant future I see open fields for far more important researches. Psychology will be based on a new foundation, that of the necessary acquirement of each mental power and capacity by gradation. Light will be thrown on the origin of man and his history." Discussing this in January 1860, Darwin assured Lyell that "by the sentence [Light will be thrown on the origin of man and his history] I show that I believe man is in same predicament with other animals. Many modern writers have seen this sentence as Darwin’s only reference to humans in the book; Janet Browne describes it as his only discussion there of human origins, while noting that the book makes other references to humanity. Some other statements in the book are quietly effective at pointing out the implication that humans are simply another species, evolving through the same processes and principles affecting other organisms. For example, in Chapter III: "Struggle for Existence" Darwin includes "slow-breeding man" among other examples of Malthusian population growth. In his discussions on morphology, Darwin compares and comments on bone structures that are homologous between humans and other mammals. Darwin's early notebooks discussed how non-adaptive characteristics could be selected when animals or humans chose mates, with races of humans differing over ideas of beauty. In his 1856 notes responding to Robert Knox's The Races of Man: A Fragment, he called this effect sexual selection. He added notes on sexual selection to his "big book on species", and in mid-1857 he added a section heading "Theory applied to Races of Man", but did not add text on this topic. In On the Origin of Species, Chapter VI: "Difficulties on Theory", Darwin mentions this in the context of "slight and unimportant variations": > I might have adduced for this same purpose the differences between the races of man, which are so strongly marked; I may add that some little light can apparently be thrown on the origin of these differences, chiefly through sexual selection of a particular kind, but without here entering on copious details my reasoning would appear frivolous." When Darwin published The Descent of Man, and Selection in Relation to Sex twelve years later, he said that he had not gone into detail on human evolution in the Origin as he thought that would "only add to the prejudices against my views". He had not completely avoided the topic: > It seemed to me sufficient to indicate, in the first edition of my 'Origin of Species,' that by this work 'light would be thrown on the origin of man and his history;' and this implies that man must be included with other organic beings in any general conclusion respecting his manner of appearance on this earth. He also said that he had "merely alluded" in that book to sexual selection differentiating human races. ## Reception The book aroused international interest and a widespread debate, with no sharp line between scientific issues and ideological, social and religious implications. Much of the initial reaction was hostile, in a large part because very few reviewers actually understood his theory, but Darwin had to be taken seriously as a prominent and respected name in science. Bishop Samuel Wilberforce wrote a review in Quarterly Review in 1860 where he disagreed with Darwin's 'argument'. There was much less controversy than had greeted the 1844 publication Vestiges of Creation, which had been rejected by scientists, but had influenced a wide public readership into believing that nature and human society were governed by natural laws. The Origin of Species as a book of wide general interest became associated with ideas of social reform. Its proponents made full use of a surge in the publication of review journals, and it was given more popular attention than almost any other scientific work, though it failed to match the continuing sales of Vestiges. Darwin's book legitimised scientific discussion of evolutionary mechanisms, and the newly coined term 'Darwinism' was used to cover the whole range of evolutionism, not just his own ideas. By the mid-1870s, evolutionism was triumphant. While Darwin had been somewhat coy about human origins, not identifying any explicit conclusion on the matter in his book, he had dropped enough hints about human's animal ancestry for the inference to be made, and the first review claimed it made a creed of the "men from monkeys" idea from Vestiges. Human evolution became central to the debate and was strongly argued by Huxley who featured it in his popular "working-men's lectures". Darwin did not publish his own views on this until 1871. The naturalism of natural selection conflicted with presumptions of purpose in nature and while this could be reconciled by theistic evolution, other mechanisms implying more progress or purpose were more acceptable. Herbert Spencer had already incorporated Lamarckism into his popular philosophy of progressive free market human society. He popularised the terms 'evolution' and 'survival of the fittest', and many thought Spencer was central to evolutionary thinking. ### Impact on the scientific community Scientific readers were already aware of arguments that species changed through processes that were subject to laws of nature, but the transmutational ideas of Lamarck and the vague "law of development" of Vestiges had not found scientific favour. Darwin presented natural selection as a scientifically testable mechanism while accepting that other mechanisms such as inheritance of acquired characters were possible. His strategy established that evolution through natural laws was worthy of scientific study, and by 1875, most scientists accepted that evolution occurred but few thought natural selection was significant. Darwin's scientific method was also disputed, with his proponents favouring the empiricism of John Stuart Mill's A System of Logic, while opponents held to the idealist school of William Whewell's Philosophy of the Inductive Sciences, in which investigation could begin with the intuitive idea that species were fixed objects created by design. Early support for Darwin's ideas came from the findings of field naturalists studying biogeography and ecology, including Joseph Dalton Hooker in 1860, and Asa Gray in 1862. Henry Walter Bates presented research in 1861 that explained insect mimicry using natural selection. Alfred Russel Wallace discussed evidence from his Malay archipelago research, including an 1864 paper with an evolutionary explanation for the Wallace line. Evolution had less obvious applications to anatomy and morphology, and at first had little impact on the research of the anatomist Thomas Henry Huxley. Despite this, Huxley strongly supported Darwin on evolution; though he called for experiments to show whether natural selection could form new species, and questioned if Darwin's gradualism was sufficient without sudden leaps to cause speciation. Huxley wanted science to be secular, without religious interference, and his article in the April 1860 Westminster Review promoted scientific naturalism over natural theology, praising Darwin for "extending the domination of Science over regions of thought into which she has, as yet, hardly penetrated" and coining the term "Darwinism" as part of his efforts to secularise and professionalise science. Huxley gained influence, and initiated the X Club, which used the journal Nature to promote evolution and naturalism, shaping much of late-Victorian science. Later, the German morphologist Ernst Haeckel would convince Huxley that comparative anatomy and palaeontology could be used to reconstruct evolutionary genealogies. The leading naturalist in Britain was the anatomist Richard Owen, an idealist who had shifted to the view in the 1850s that the history of life was the gradual unfolding of a divine plan. Owen's review of the Origin in the April 1860 Edinburgh Review bitterly attacked Huxley, Hooker and Darwin, but also signalled acceptance of a kind of evolution as a teleological plan in a continuous "ordained becoming", with new species appearing by natural birth. Others that rejected natural selection, but supported "creation by birth", included the Duke of Argyll who explained beauty in plumage by design. Since 1858, Huxley had emphasised anatomical similarities between apes and humans, contesting Owen's view that humans were a separate sub-class. Their disagreement over human origins came to the fore at the British Association for the Advancement of Science meeting featuring the legendary 1860 Oxford evolution debate. In two years of acrimonious public dispute that Charles Kingsley satirised as the "Great Hippocampus Question" and parodied in The Water-Babies as the "great hippopotamus test", Huxley showed that Owen was incorrect in asserting that ape brains lacked a structure present in human brains. Others, including Charles Lyell and Alfred Russel Wallace, thought that humans shared a common ancestor with apes, but higher mental faculties could not have evolved through a purely material process. Darwin published his own explanation in the Descent of Man (1871). #### Impact outside Great Britain The German physiologist Emil du Bois-Reymond converted to Darwinism after reading an English copy of On the Origin of Species in the spring of 1860. Du Bois-Reymond was a committed supporter, securing Darwin an honorary degree from the University of Breslau, teaching his theory to students at the University of Berlin, and defending his name to paying audiences across Germany and The Netherlands. Du Bois-Reymond's exposition resembled Darwin's: he endorsed natural selection, rejected the inheritance of acquired characters, remained silent on the origin of variation, and identified "the altruism of bees, the regeneration of tissue, the effects of exercise, and the inheritance of disadvantageous traits" as puzzles presented by the theory. Evolutionary ideas, although not natural selection, were accepted by other German biologists accustomed to ideas of homology in morphology from Goethe's Metamorphosis of Plants and from their long tradition of comparative anatomy. Bronn's alterations in his German translation added to the misgivings of conservatives but encouraged political radicals. Ernst Haeckel was particularly ardent, aiming to synthesise Darwin's ideas with those of Lamarck and Goethe while still reflecting the spirit of Naturphilosophie. His ambitious programme to reconstruct the evolutionary history of life was joined by Huxley and supported by discoveries in palaeontology. Haeckel used embryology extensively in his recapitulation theory, which embodied a progressive, almost linear model of evolution. Darwin was cautious about such histories, and had already noted that von Baer's laws of embryology supported his idea of complex branching. Asa Gray promoted and defended Origin against those American naturalists with an idealist approach, notably Louis Agassiz, who viewed every species as a distinct fixed unit in the mind of the Creator, classifying as species what others considered merely varieties. Edward Drinker Cope and Alpheus Hyatt reconciled this view with evolutionism in a form of neo-Lamarckism involving recapitulation theory. French-speaking naturalists in several countries showed appreciation of the much-modified French translation by Clémence Royer, but Darwin's ideas had little impact in France, where any scientists supporting evolutionary ideas opted for a form of Lamarckism. The intelligentsia in Russia had accepted the general phenomenon of evolution for several years before Darwin had published his theory, and scientists were quick to take it into account, although the Malthusian aspects were felt to be relatively unimportant. The political economy of struggle was criticised as a British stereotype by Karl Marx and by Leo Tolstoy, who had the character Levin in his novel Anna Karenina voice sharp criticism of the morality of Darwin's views. #### Challenges to natural selection There were serious scientific objections to the process of natural selection as the key mechanism of evolution, including Carl Nägeli's insistence that a trivial characteristic with no adaptive advantage could not be developed by selection. Darwin conceded that these could be linked to adaptive characteristics. His estimate that the age of the Earth allowed gradual evolution was disputed by William Thomson (later awarded the title Lord Kelvin), who calculated that it had cooled in less than 100 million years. Darwin accepted blending inheritance, but Fleeming Jenkin calculated that as it mixed traits, natural selection could not accumulate useful traits. Darwin tried to meet these objections in the fifth edition. Mivart supported directed evolution, and compiled scientific and religious objections to natural selection. In response, Darwin made considerable changes to the sixth edition. The problems of the age of the Earth and heredity were only resolved in the 20th century. By the mid-1870s, most scientists accepted evolution, but relegated natural selection to a minor role as they believed evolution was purposeful and progressive. The range of evolutionary theories during "the eclipse of Darwinism" included forms of "saltationism" in which new species were thought to arise through "jumps" rather than gradual adaptation, forms of orthogenesis claiming that species had an inherent tendency to change in a particular direction, and forms of neo-Lamarckism in which inheritance of acquired characteristics led to progress. The minority view of August Weismann, that natural selection was the only mechanism, was called neo-Darwinism. It was thought that the rediscovery of Mendelian inheritance invalidated Darwin's views. ### Impact on economic and political debates While some, like Spencer, used analogy from natural selection as an argument against government intervention in the economy to benefit the poor, others, including Alfred Russel Wallace, argued that action was needed to correct social and economic inequities to level the playing field before natural selection could improve humanity further. Some political commentaries, including Walter Bagehot's Physics and Politics (1872), attempted to extend the idea of natural selection to competition between nations and between human races. Such ideas were incorporated into what was already an ongoing effort by some working in anthropology to provide scientific evidence for the superiority of Caucasians over non-white races and justify European imperialism. Historians write that most such political and economic commentators had only a superficial understanding of Darwin's scientific theory, and were as strongly influenced by other concepts about social progress and evolution, such as the Lamarckian ideas of Spencer and Haeckel, as they were by Darwin's work. Darwin objected to his ideas being used to justify military aggression and unethical business practices as he believed morality was part of fitness in humans, and he opposed polygenism, the idea that human races were fundamentally distinct and did not share a recent common ancestry. ### Religious attitudes The book produced a wide range of religious responses at a time of changing ideas and increasing secularisation. The issues raised were complex and there was a large middle ground. Developments in geology meant that there was little opposition based on a literal reading of Genesis, but defence of the argument from design and natural theology was central to debates over the book in the English-speaking world. Natural theology was not a unified doctrine, and while some such as Louis Agassiz were strongly opposed to the ideas in the book, others sought a reconciliation in which evolution was seen as purposeful. In the Church of England, some liberal clergymen interpreted natural selection as an instrument of God's design, with the cleric Charles Kingsley seeing it as "just as noble a conception of Deity". In the second edition of January 1860, Darwin quoted Kingsley as "a celebrated cleric", and added the phrase "by the Creator" to the closing sentence, which from then on read "life, with its several powers, having been originally breathed by the Creator into a few forms or into one". While some commentators have taken this as a concession to religion that Darwin later regretted, Darwin's view at the time was of God creating life through the laws of nature, and even in the first edition there are several references to "creation". Baden Powell praised "Mr Darwin's masterly volume [supporting] the grand principle of the self-evolving powers of nature". In America, Asa Gray argued that evolution is the secondary effect, or modus operandi, of the first cause, design, and published a pamphlet defending the book in terms of theistic evolution, Natural Selection is not inconsistent with Natural Theology. Theistic evolution became a popular compromise, and St. George Jackson Mivart was among those accepting evolution but attacking Darwin's naturalistic mechanism. Eventually it was realised that supernatural intervention could not be a scientific explanation, and naturalistic mechanisms such as neo-Lamarckism were favoured over natural selection as being more compatible with purpose. Even though the book did not explicitly spell out Darwin's beliefs about human origins, it had dropped a number of hints about human's animal ancestry and quickly became central to the debate, as mental and moral qualities were seen as spiritual aspects of the immaterial soul, and it was believed that animals did not have spiritual qualities. This conflict could be reconciled by supposing there was some supernatural intervention on the path leading to humans, or viewing evolution as a purposeful and progressive ascent to mankind's position at the head of nature. While many conservative theologians accepted evolution, Charles Hodge argued in his 1874 critique "What is Darwinism?" that "Darwinism", defined narrowly as including rejection of design, was atheism though he accepted that Asa Gray did not reject design. Asa Gray responded that this charge misrepresented Darwin's text. By the early 20th century, four noted authors of The Fundamentals were explicitly open to the possibility that God created through evolution, but fundamentalism inspired the American creation–evolution controversy that began in the 1920s. Some conservative Roman Catholic writers and influential Jesuits opposed evolution in the late 19th and early 20th century, but other Catholic writers, starting with Mivart, pointed out that early Church Fathers had not interpreted Genesis literally in this area. The Vatican stated its official position in a 1950 papal encyclical, which held that evolution was not inconsistent with Catholic teaching. ## Modern influence Various alternative evolutionary mechanisms favoured during "the eclipse of Darwinism" became untenable as more was learned about inheritance and mutation. The full significance of natural selection was at last accepted in the 1930s and 1940s as part of the modern evolutionary synthesis. During that synthesis biologists and statisticians, including R. A. Fisher, Sewall Wright and J. B. S. Haldane, merged Darwinian selection with a statistical understanding of Mendelian genetics. Modern evolutionary theory continues to develop. Darwin's theory of evolution by natural selection, with its tree-like model of branching common descent, has become the unifying theory of the life sciences. The theory explains the diversity of living organisms and their adaptation to the environment. It makes sense of the geological record, biogeography, parallels in embryonic development, biological homologies, vestigiality, cladistics, phylogenetics and other fields, with unrivalled explanatory power; it has also become essential to applied sciences such as medicine and agriculture. Despite the scientific consensus, a religion-based political controversy has developed over how evolution is taught in schools, especially in the United States. Interest in Darwin's writings continues, and scholars have generated an extensive literature, the Darwin Industry, about his life and work. The text of Origin itself has been subject to much analysis including a variorum, detailing the changes made in every edition, first published in 1959, and a concordance, an exhaustive external index published in 1981. Worldwide commemorations of the 150th anniversary of the publication of On the Origin of Species and the bicentenary of Darwin's birth were scheduled for 2009. They celebrated the ideas which "over the last 150 years have revolutionised our understanding of nature and our place within it". In a survey conducted by a group of academic booksellers, publishers and librarians in advance of Academic Book Week in the United Kingdom, On the Origin of Species was voted the most influential academic book ever written. It was hailed as "the supreme demonstration of why academic books matter" and "a book which has changed the way we think about everything". ## See also - On the Origin of Species – full text at Wikisource of the first edition, 1859 - The Origin of Species – full text at Wikisource of the 6th edition, 1872 - Charles Darwin bibliography - History of biology - History of evolutionary thought - History of speciation - Modern evolutionary synthesis - The Complete Works of Charles Darwin Online - The Descent of Man, and Selection in Relation to Sex, published in 1871; his second major book on evolutionary theory. - Transmutation of species
23,738,141
Johann von Klenau
1,169,001,582
Austrian General of Cavalry in Napoleonic Wars
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Johann Josef Cajetan Graf von Klenau, Freiherr von Janowitz (Czech: Jan hrabě z Klenové, svobodný pán z Janovic; 13 April 1758 – 6 October 1819) was a field marshal in the Habsburg army. Klenau, the son of a Bohemian noble, joined the Habsburg military as a teenager and fought in the War of Bavarian Succession against Prussia, Austria's wars with the Ottoman Empire, the French Revolutionary Wars, and the Napoleonic Wars, in which he commanded a corps in several important battles. In the early years of the French Revolutionary Wars, Klenau distinguished himself at the Wissembourg lines, and led a battle-winning charge at Handschuhsheim in 1795. As commander of the Coalition's left flank in the Adige campaign in northern Italy in 1799, he was instrumental in isolating the French-held fortresses on the Po River by organizing and supporting a peasant uprising in the countryside. Afterward, Klenau became the youngest lieutenant field marshal in the history of the Habsburg military. As a corps commander, Klenau led key elements of the Austrian army in its victory at Aspern-Esslingen and its defeat at Wagram, where his troops covered the retreat of the main Austrian force. He commanded the IV Corps at the 1813 Battle of Dresden and again at the Battle of Nations at Leipzig, where he prevented the French from outflanking the main Austrian force on the first day of the engagement. After the Battle of Nations, Klenau organized and implemented the successful Dresden blockade and negotiated the French capitulation there. In the 1814–15 campaign, he commanded the Corps Klenau of the Army of Italy. After the war in 1815, Klenau was appointed commanding general in Moravia and Silesia. He died in 1819. ## Family and early career Johann Josef Cajetan von Klenau und Janowitz was born into an old Bohemian nobile family at Benatek Castle in the Habsburg province of Bohemia on 13 April 1758. The family of Klenau dates to the fifteenth century, and the family of Janowitz to the fourteenth. The family name of Klenau regularly appears in records after the sixteenth century. The Klenau family was one of the oldest dynasties in Bohemia, and many of the noble families of Bohemia have sprung from marriages into the Klenau line. The original name of the family was Przibik, with the predicate von Klenowa. The family was raised to the baronetcy in 1623 with the certificate granted to one Johann von Klenowa and, in 1629, to his son, Wilhelm. The Imperial councilor and judge in Regensburg, Wilhelm von Klenau, was raised to comital status in 1630, and to the status of Reichsgraf, or imperial count, in 1633. Johann Klenau entered the 47th Infantry Regiment Ellrichshausen in 1774, at the age of 17, and became a second lieutenant in 1775. After transferring to a Chevauleger regiment as a Rittmeister, or captain of cavalry, Klenau fought in the short War of the Bavarian Succession, also known as the Potato War. Most of this conflict occurred in Bohemia (part of the modern Czech Republic) from 1778 to 1779, between the Habsburg monarchy, Saxony, Bavaria and Prussia. The war had no battles, but was instead a series of skirmishes and raids, making it the ideal situation for a captain of light cavalry. In their raids, forces from both sides sought to confiscate or destroy the other's provisions, fodder, and materiel. In the Austro–Turkish War (1787–1791), one of the House of Habsburg's many 18th-century wars with the Ottoman Empire, Klenau served in the 26th Dragoon Regiment Toscana, and later transferred to the 1st Dragoon Regiment Kaiser. His regiment repulsed an attack of superior numbers of Ottoman forces on 28 September 1788, at Zemun, near Belgrade, for which he received a personal commendation and earned his promotion to major. In his early military career Klenau demonstrated, not only at Zemun but also in the earlier skirmishing and raids of 1778 and 1779, the attributes required of a successful cavalry officer: the military acumen to evaluate a situation, the flexibility to adjust his plans on a moment's notice, and the personal courage to take the same risks he demanded of his men. ## French Revolutionary Wars ### Background Initially, the rulers of Europe considered the 1789 revolution in France as an affair between the French king and his subjects, and not a matter in which they should interfere. However, as the rhetoric grew more strident after 1790, the European monarchs began to view the French upheavals with alarm. Among the concerned monarchs were the Holy Roman Emperor Leopold II, who feared for the life and well-being of his sister, the Queen of France, Marie Antoinette. In August 1791, in consultation with French émigré nobles and Frederick William II of Prussia, he issued the Declaration of Pillnitz, in which they declared the interest of the monarchs of Europe as one with the interests of Louis XVI and his family. They threatened ambiguous, but quite serious, consequences if anything should happen to the royal family. The French Republican position became increasingly difficult. Compounding problems in international relations, French émigrés agitated for support of a counter-revolution. From their base in Koblenz, adjacent to the French–German border, they sought direct support for military intervention from the royal houses of Europe, and raised an army. On 20 April 1792, the French National Convention declared war on Austria and its allies. In this War of the First Coalition (1792–1798), France ranged itself against most of the European states sharing land or water borders with her. Portugal and the Ottoman Empire also joined the alliance against France. ### Klenau and the War of the First Coalition On 12 February 1793, Klenau received his promotion to lieutenant colonel in a Lancer regiment, and joined the Austrian force in the Rhineland, serving under General of Cavalry Count Dagobert Sigmund von Wurmser. He was captured later in the spring near the town of Offenbach, but was freed unexpectedly by two Austrian Hussars from the 17th Regiment Archduke Alexander Leopold, who came upon him and his captors. At the first Battle of Wissembourg, Klenau commanded a brigade in Friedrich, Baron von Hotze's 3rd Column on 13 October 1793, during which the Habsburg force stormed the 19 kilometers (12 mi) earthen ramparts held by the French. By the terms of the Peace of Basel (22 July 1795), the Prussian army was to leave the Rhine and Main river valleys; as it did so, the French quickly overran these territories. On 20 September, the fortress at Mannheim surrendered to the French without firing a shot. Mannheim had been garrisoned by a Bavarian commander, Lieutenant General Baron von Belderbusch, and several battalions of Bavarian grenadiers, fusiliers, and guard regiments, plus six companies of artillery. A small Austrian force augmented the Bavarian contingent. At the same time, further north, the fortified town of Düsseldorf, also garrisoned by Bavarians, capitulated to the French. With these capitulations, the French controlled the Rhine crossings at Düsseldorf and at the junction of the Rhine and the Main rivers. To maintain contact with the forces on their flanks, the Austrian commanders, outraged at this fait accompli, had to withdraw across the Main river. The nearby city of Heidelberg, further south of the Main on the Neckar River, appeared to be the next French target. Lieutenant Field Marshal Peter Quasdanovich, who had remained in the region between Mannheim and Heidelberg, used a hastily enhanced abatis to establish a defensive line at the sleepy country village of Handschuhsheim, east of the city of Heidelberg. The French force of two divisions—about 12,000 men—outnumbered the 8,000 defenders, and the position seemed untenable. #### Klenau's charge At Handschuhsheim, Klenau commanded a mounted brigade that included the six squadrons of the 4th Cuirassiers Regiment Hohenzollern, two squadrons of the 3rd Dragoon Regiment Kaiser, six squadrons of the 44th Hussar regiment Szeckler, and four squadrons of the French émigré regiment Allemand. On 24 September 1795, seeing the French, with five battalions and a regiment of Chasseurs overwhelming the troops of General Adam Bajalics von Bajahaza, Klenau quickly organized his own brigade into three columns and attacked. In a battle-winning charge, Klenau's brigade (approximately 4,000 men) dispersed the French divisions of Charles Pichegru's Army of the Upper Rhine, under the command of General of Division Georges Joseph Dufour. His cavalry caught Dufour's entire division in the open, dispersed Dufour's six squadrons of Chasseurs, and cut down Dufour's infantry. With a loss of 193 men and 54 horses, the Austrians inflicted over 1,500 French casualties, including 1,000 killed; they also captured eight guns, nine ammunition caissons and their teams, and General Dufour himself. In the action, General of Brigade Dusirat was wounded, as was Dufour before his capture. Additional Austrian losses included 35 men and 58 horses killed, six officers, 144 men and 78 horses wounded, and two men and three horses missing. For his role in this exploit, Klenau was promoted to colonel and awarded the Knight's Cross of the Military Order of Maria Theresa. At Handschuhsheim, as he had earlier at Zemon, Klenau demonstrated his "higher military calling," establishing himself as an intrepid, tenacious, and quick-thinking field officer. ### Action in the Italian theater In 1796, Klenau commanded the advance guard of Peter Quasdanovich's right column in northern Italy. As the column descended from the Alps at the city of Brescia, reconnaissance found the local French garrison unprepared. At midnight, Klenau led two squadrons of the 8th Hussar Regiment Wurmser (named for its Colonel-Proprietor Dagobert von Wurmser), a battalion of the 37th Infantry Regiment De Vins, and one company of the Mahony Jäger. With their approach masked by fog and darkness, the small force surprised the Brescia garrison on the morning of 30 July, capturing not only the 600–700 French soldiers stationed there, but also three officials of the French Directory: Jean Lannes, Joachim Murat, and François Étienne de Kellermann. However, within two days, Klenau's force had to face Napoleon Bonaparte and 12,000 Frenchmen; his small advance guard was quickly pushed out of Brescia on 1 August. At the subsequent Battle of Lonato of 2–3 August 1796, the French forced Quasdanovich's column to withdraw into the mountains. This isolated Quasdanovich's force from Wurmser's main army by Lake Garda, and freed the French to concentrate on the main force at Castiglione delle Stiviere, further south; Bonaparte's victory at the Battle of Castiglione forced Wurmser across the Mincio River, and allowed the French to return to the siege of Mantua. By early September, Klenau's force had rejoined Wurmser's column and fought at the Battle of Bassano on 8 September. Here, the Austrians were outnumbered almost two to one by the French. As the Austrian army retreated, Bonaparte ordered a pursuit that caused the Austrians to abandon their artillery and baggage. Most of the third battalion of the 59th Jordis, and the first battalion of the Border Infantry Banat were captured and these units ceased to exist after this battle. The Austrians lost 600 killed and wounded, and 2,000 captured, plus lost 30 guns, eight colors, and 200 limbers and ammunition waggons. Klenau was with Wurmser's column again as it fought its way to besieged Mantua and he participated in the combat at La Favorita near there on 15 September. This was the second attempt to relieve the fortress; as the Austrians withdrew from the battle, they retreated into Mantua itself, and from 15 September until 2 February 1797, Klenau was trapped in the fortress while the city was besieged. Following the Austrian loss at the Battle of Rivoli, 48 kilometers (30 mi) north of Mantua, on 14–15 January 1797, when clearly there would be no Austrian relief for Mantua, Klenau negotiated conditions of surrender with French General Jean Sérurier, although additional evidence suggests that Bonaparte was present and dictated far more generous terms than Klenau expected. When the garrison capitulated in February, Klenau co-signed the document with Wurmser. ### Peace and the Congress of Rastatt Although the Coalition forces—Austria, Russia, Prussia, Great Britain, Sardinia, among others—had achieved several victories at Verdun, Kaiserslautern, Neerwinden, Mainz, Amberg and Würzburg, in Italy the Coalition's achievements were more limited. In northern Italy, despite the presence of the most experienced of the Austrian generals—Dagobert Wurmser—the Austrians could not lift the siege at Mantua, and the efforts of Napoleon in northern Italy pushed Austrian forces to the border of Habsburg lands. Napoleon dictated a cease-fire at Leoben on 17 April 1797, which led to the formal peace treaty, the Treaty of Campo Formio, which went into effect on 17 October 1797. The treaty called for meetings between the involved parties to work out the exact territorial and remunerative details. These were to be convened at a small town in the upper Rhine valley, Rastatt, close to the French border. The primary combatants of the First Coalition, France and Austria, were highly suspicious of each other's motives, and the Congress quickly derailed in a mire of intrigue and diplomatic posturing. The French demanded more territory than originally agreed. The Austrians were reluctant to cede the designated territories. The Rastatt delegates could not, or would not, orchestrate the transfer of agreed-upon territories to compensate the German princes for their losses. Compounding the Congress's problems, tensions grew between France and most of the First Coalition allies, either separately or jointly. Ferdinand of Naples refused to pay agreed-upon tribute to France, and his subjects followed this refusal with a rebellion. The French invaded Naples and established the Parthenopean Republic. A republican uprising in the Swiss cantons, encouraged by the French Republic which offered military support, led to the overthrow of the Swiss Confederation and the establishment of the Helvetic Republic. Other factors contributed to the rising tensions. On his way to Egypt in 1798, Napoleon had stopped on the Island of Malta and forcibly removed the Hospitallers from their possessions. This angered Paul, Tsar of Russia, who was the honorary head of the Order. The French Directory was convinced that the Austrians were conniving to start another war. Indeed, the weaker the French Republic seemed, the more seriously the Austrians, the Neapolitans, the Russians, and the English actually discussed this possibility. ### Outbreak of war in 1799 Archduke Charles of Austria, arguably among the best commanders of the House of Habsburg in the late 18th and early 19th centuries, had taken command of the Austrian army in late January. Although Charles was unhappy with the strategy set by his brother, the Holy Roman Emperor Francis II, he had acquiesced to the less ambitious plan to which Francis and his advisers, the Aulic Council, had agreed: Austria would fight a defensive war and would maintain a continuous defensive line from the southern bank of the Danube, across the Swiss Cantons and into northern Italy. The archduke had stationed himself at Friedberg for the winter, 4.7 kilometers (3 mi) east-south-east of Augsburg. His army settled into cantonments in the environs of Augsburg, extending south along the Lech river. As winter broke in 1799, on 1 March, General Jean-Baptiste Jourdan and his army of 25,000, the Army of the Danube, crossed the Rhine at Kehl. Instructed to block the Austrians from access to the Swiss alpine passes, Jourdan planned to isolate the armies of the Coalition in Germany from allies in northern Italy, and prevent them from assisting one another. By crossing the Rhine in early March, Jourdan acted before Charles' army could be reinforced by Austria's Russian allies, who had agreed to send 60,000 seasoned soldiers and their more-seasoned commander, Generalissimo Alexander Suvorov. Furthermore, if the French held the interior passes in Switzerland, they could prevent the Austrians from transferring troops between northern Italy and southwestern Germany, and use the routes to move their own forces between the two theaters. The Army of the Danube advanced through the Black Forest and eventually established a line from Lake Constance to the south bank of the Danube, centered at the Imperial City of Pfullendorf in Upper Swabia. At the same time, the Army of Switzerland, under command of André Masséna, pushed toward the Grisons, intending to cut the Austrian lines of communication and relief at the mountain passes by Luziensteig and Feldkirch. The Army of Italy, commanded by Louis Joseph Schérer, had already advanced into northern Italy, to deal with Ferdinand and the recalcitrant Neapolitans. ### Campaigns of 1799–1800 At the onset of the 1799 campaign in Italy, Klenau and his 4,500 troops incited and then assisted an uprising of 4,000 or more peasants in the Italian countryside, adjacent to the Po River, and the subsequent general insurgency pinned down the French on the river's east bank. Klenau's troops, especially some of his Italian-speaking officers, incited peasants against French authority, provided arms and suggested military targets of opportunity, and incorporated the Austrian-armed peasants into their military actions. #### Klenau's siege of Ferrara The Ferrara fortress had been constructed in the 16th century by Pope Paul V, built in the style of the Trace italienne, or a star, and it straddled the southwest corner of the town's fortifications. The fortress offered whoever possessed it a strategic point in the region: it was the lynch-pin of the French defense. In spring 1799, it was commanded by Chef-de-brigade Lapointe with a garrison of close to 2,500. On 15 April, Klenau approached the fortress and requested its capitulation. The commander refused. Klenau blockaded the city, leaving a small group of artillery and troops to continue the siege. For the next three days, Klenau patrolled the countryside, capturing the surrounding strategic points of Lagoscuro, Borgoforte and the Mirandola fortress. The besieged garrison made several sorties from the Saint Paul's Gate, which were repulsed by the insurgent peasants. The French attempted two rescues of the beleaguered fortress: In the first, on 24 April, a force of 400 Modenese was repulsed at Mirandola. In the second, General Montrichard tried to raise the city blockade by advancing with a force of 4,000. Finally, at the end of the month, a column of Pierre-Augustin Hulin reached and resupplied the fortress. Klenau took possession of the town on 21 May, and garrisoned it with a light battalion. The Jewish residents of Ferrara paid 30,000 ducats to prevent the pillage of the city by Klenau's forces; this was used to pay the wages of Gardani's troops. Although Klenau held the town, the French still possessed the town's fortress. After making the standard request for surrender at 0800, which was refused, Klenau ordered a barrage from his mortars and howitzers. After two magazines caught fire, the commandant was summoned again to surrender; there was some delay, but a flag of truce was sent at 2100, and the capitulation was concluded at 0100 the next day. Upon taking possession of the fortress, Klenau found 75 new artillery pieces, plus ammunition and six months' worth of provisions. The peasant uprisings pinned down the French and, by capturing Ferrara, Klenau helped to isolate the other French-held fortresses from patrols, reconnaissance, and relief and supply forces. This made the fortresses and their garrisons vulnerable to Suvorov's main force, operating in the Po River valley. In the course of the summer, Suvorov's forces took a key position on the Tidone River on 17 June 1799, west of Piacenza, another at the junction of the Trebbia River and the Po, in northern Italy, on 17–20 June 1799, and the town of Novi Ligure on 15 August 1799, 22 kilometers (14 mi) southeast of Alessandria on the Tanaro river. #### 1800 campaign in Swabia In early 1800, Klenau transferred to the K(aiserlich) und K(oeniglich) (Imperial and Royal) army of Germany, in Swabia, under the command of Feldzeugmeister Paul, Baron von Kray. The 1800 campaign in southwest Germany began on 1 May 1800, at the village of Büsingen, 4 kilometers (2 mi) east of Schaffhausen (Switzerland); there a small force of 6,000 men under command of General of Brigade François Goullus defeated 4,000 men, three battalions of the 7th Infantry Regiment Schröder, commanded by Lieutenant Field Marshal Karl Eugen, Prince von Lothringen-Lambesc. Following this clash, the impenetrable Württemberg fortress, Hohentwiel, capitulated to the French, in what the Duke of Württemberg considered a scandalous lack of military courage. After these encounters, the French army moved toward Stockach, less than 10 kilometers (6 mi) northwest of Hohentwiel, where they engaged the Austrian force, under Kray, in the battles of Engen and Stockach and Messkirch against the troops of the French Army of the Rhine, under Jean Victor Moreau. Stockach, at the western tip of Lake Constance, covered east-west and north-south crossroads; it and near-by Engen, only 20 kilometers (12 mi) west, had been the site of a French loss 14 months earlier. In 1800, a different general, Moreau, brought 84,000 troops against Kray's 72,000 men; this concentration of French force pushed the Austrian army eastward. Two days later, at Messkirch 23 kilometers (14 mi) northeast of Stockach, Moreau brought 52,000 men, including Claude Lecourbe's and Dominique Vandamme's divisions, which had experienced the disappointing French loss in 1799, and Étienne Marie Antoine Champion de Nansouty's experienced cavalry against Kray's force of 48,000. Although the French lost more men, once again they drove the Austrians from the field. Despite the Imperial losses at these battles, Klenau's solid field leadership led to his promotion to lieutenant field marshal. That year he also married the widowed Maria Josephina Somsich de Sard, daughter of Tallian de Viseck. They had one daughter, Maria, born at the end of the year. From 1801 to 1805, during which Austria remained aloof from the ongoing friction between Britain and Napoleon's France, Klenau commanded a division in Prague, and was named as Colonel and Inhaber of the 5th Dragoon Regiment. ## Napoleonic Wars ### Background In a series of conflicts from 1803 to 1815, known as the Napoleonic Wars, the alliances of the powers of Europe formed five coalitions against the First French Empire of Napoleon. Like the wars sparked by the French Revolution of 1789, these wars revolutionized the construction, organization, and training of European armies and led to an unprecedented militarization, mainly due to mass conscription. French power rose quickly, conquering most of Europe, but collapsed rapidly after France's disastrous invasion of Russia in 1812. Napoleon's empire ultimately suffered complete military defeat in the 1813–1814 campaigns, resulting in the restoration of the Bourbon monarchy in France. Although Napoleon made a spectacular return in 1815, known as the Hundred Days, his defeat at the Battle of Waterloo, the pursuit of his army and himself, his abdication, and his banishment to the Island of Saint Helena, concluded the Napoleonic wars. ### War of the Third Coalition In the War of the Third Coalition, 1803–1806, an alliance of Austria, Portugal, Russia, and others fought the First French Empire and its client states. Although several naval battles determined control of the seas, the outcome of the war was determined on the continent, predominantly in two major land operations. In the Ulm campaign, Klenau's force achieved the single Austrian victory prior to the surrender of the Austrian army in Swabia. In the second determining event, the decisive French victory at the Battle of Austerlitz over the combined Russian and Austrian force forced a final capitulation of the Austrian forces and took the Habsburgs out of the Coalition. This did not establish a lasting peace on the continent. Prussian worries about growing French influence in Central Europe sparked the War of the Fourth Coalition in 1806, in which Austria did not participate. #### Danube campaign: Road to Ulm Upon Austria's entrance into the war in summer 1805, Klenau joined the Habsburg army in southern Germany and became mired in a short campaign that exposed the worst of the Habsburg military organization. Archduke Charles was sick, and had retired to recuperate. Archduke Ferdinand, the brother-in-law of the Emperor Francis, was theoretically in command, but Ferdinand was a poor choice of replacement, having neither experience, maturity, nor aptitude. Although Ferdinand retained nominal command, decisions were placed in the hands of Karl Mack, who was timid, indecisive, and ill-suited for such an important assignment. Furthermore, Mack had been wounded earlier in the campaign, and was unable to take full charge of the army. Consequently, command further devolved to Lieutenant Field Marshal Karl Philipp, Prince of Schwarzenberg, an able military officer, but as yet inexperienced in the command of such a large army. The campaign began in October, with several clashes in Swabia. At the first, near the Bavarian town of Wertingen, 40 kilometers (25 mi) northwest of Augsburg, on 8 October, Murat's Cavalry Corps and grenadiers of Lannes' V Corps surprised an Austrian force half their size. The Austrians had assembled in line, and the cavalry and grenadiers cut them down before the Austrians could form their defensive squares. Nearly 3,000 were captured. A day later, at Günzburg immediately south of the Danube, the French again met an Austrian force; General Mack could not decide on a plan, and the French 59th Regiment of the Line stormed a bridge over the Danube, and, in a humiliating episode, chased two large Austrian columns toward Ulm. In this action, the French secured an important bridgehead on the Danube River. With the string of French victories, Lieutenant Field Marshal Klenau provided the only ray of hope in a campaign fraught with losses. At Ulm-Jungingen, Klenau had arranged his 25,000 infantry and cavalry in a prime defensive position and, on 11 October, an over-confident General of Division Dupon de l'Étang attacked Klenau's force with fewer than 8,000 men. The French lost 1,500 dead and wounded, 900 captured, 11 guns and 18 ammunition wagons captured, but possibly of greater significance, the Imperial Eagles and guidons of the 15th and 17th Dragoons were taken by the Austrians. Despite Klenau's success at the Battle of Haslach-Jungingen, the Austrians could not sustain their positions around him, and the entire line retreated toward Ulm. Napoleon's lightning campaign exposed the Austrian weaknesses, particularly of indecisive command structure and poor supply apparatus. The Austrians were low on ammunition and outgunned. The components of the army, division by division, were being separated from one another. Morale sank, "sapped by Mack's chaotic orders and their [the troops] growing lack of confidence in their nominal commander," Ferdinand. Following the Austrian capitulation at Memmingen, 55 kilometers (34 mi) south of Ulm, the French achieved a morale boost over the Austrians at the Battle of Elchingen, outside of Biberach, on 14 October. Here, 12 kilometers (7 mi) northeast of Ulm, and slightly north of the Danube, Ney's VI Corps (20,000 men) captured half of the Austrian Reserve Artillery park at Thalfingen. In a further blow, Field Marshal Riesch was unable to destroy the Danube bridges, which Ney secured for the French. Ney received the victory title, Duke of Elchingen. At this point, the entire Austrian force, including Klenau's column, withdrew into Ulm and its environs and Napoleon himself arrived to take command of the II, V, VI Corps, Ney's Cavalry and the Imperial Guard, numbering close to 80,000 men. Archduke Ferdinand and a dozen cavalry squadrons broke out through the French army and escaped into Bohemia. Again, as he had been at Mantua, Klenau was caught in a siege from which there was no escape, and again, he helped to negotiate the terms, when, on 21 October, Karl Mack surrendered the encircled army of 20,000 infantry and 3,273 cavalry. Klenau and the other officers were released on the condition that they not serve against France until exchanged, an agreement to which they held. ### Action on the Danube by Vienna The Austrians abstained from the fighting in 1806–1808, and engaged in a military reorganization, directed by Archduke Charles. When they were ready to join the fight against France, in the spring and summer of 1809, it was a remodeled Austrian army that took the field. Despite their internal military reorganization, however, in the War of the Fifth Coalition, the army retained much of its cumbersome command structure, which complicated the issuance of orders and the timely distribution of troops. When the Austrian army took the field in 1809, it battled for the "survival of the [Habsburg] dynasty," as Archduke Charles, the army's supreme commander, described the situation to his brother John. On the Danubian plains north of Vienna, the summer battles of Aspern-Essling and Wagram shaped the outcome of the 1809 campaign. Klenau's forces played a critical role at both. At Aspern-Essling, Napoleon's army was decisively defeated for the first time in northern Europe, demonstrating that the master of Europe could himself be mastered. After their defeat at Wagram, the Austrians withdrew into Moravia, leaving the French in control of that part of the Danube valley; Wagram was the largest European land-battle to date, engaging 262 battalions and 202 squadrons—153,000 men—for France and her allies, and 160 battalions and 150 squadrons—135,000 men—on the Austrian side. For Klenau, the campaign started badly at the Battle of Eckmühl (sometimes called Eggmühl), in southeastern Germany on 22 April 1809. Klenau commanded the Advance Guard, which included the 2nd Archduke Charles Legion, the Merveldt Uhlanen and a cavalry battery. Archduke Charles misread Napoleon's intentions and lost the advantage in the battle. Klenau's division suffered heavily and the Archduke Charles Legion was nearly wiped out in a charge by Louis Friant's cavalry. Rosenberg's division on Klenau's flank was also badly mauled and suffered heavy casualties: 534 killed, 637 wounded, 865 missing, and 773 captured. The disaster at Eckmühl was followed by another at Regensburg (also called the Battle of Ratisbon) on 23 April, where Klenau, at the head of six squadrons of Merveldt's Uhlanen (lancers), was crushed and scattered by Étienne Marie Antoine Champion de Nansouty's heavy cavalry. Klenau and Major General Peter Vécsey stormed back at Nansouty's force with the Klenau chevauxlegers. Although their onslaught threw back the leading French squadrons, the French heavy cavalry returned, joined by Hussars and Chasseurs. In the mêlee, it was difficult to distinguish French from Austrian, but eventually the French horse overwhelmed the Austrian flank and pushed them to the gates of Regensburg. #### Aspern and Essling By May 1809, the Austrians were pushed to within visual distance of Vienna, and in a critical engagement on the banks of the Danube river, the French and their allies grappled for control of the Marchfeld plain with the Austrians. The French held Lobau island, a vital river crossing, and the Austrians held the heights further to the east. Between them lay several villages, two of which were central in the engagement and gave the battle its name: They lay so close to Vienna that the battle could be seen and heard from the city ramparts and Aspern and Essling (also spelled in German as Eßling) are today part of the Donaustadt, a district of Austrian capital. At the Battle of Aspern-Essling, Klenau commanded a free-standing force of close to 6,000, including a battalion of the 1st Jäger, three battalions of the 3rd Infantry Regiment Archduke Charles, eight squadrons each of the Stipcisc Hussars and Schwarzenburg Uhlans, and a horse artillery battery of 64 guns. Typical confusion in the Austrian command structure meant he received his orders late, and Klenau's delay in deployment meant that his men approached the French III Corps at Essling in daylight and in close order; a two-gun French battery on the plain beyond the Essling, "mowed furrows" of enfilade fire in the Austrian ranks. Despite the withering fire, Klenau's force reached Essling's edge, where his men set up 64 artillery pieces and bombarded the French for nearly an hour. Taking the village by storm, Austrian cavalry poured into the village from the north, and the French were pushed out in a methodical advance. Klenau's batteries were able to fire on the French-held bridges south of the village, over which the French had to retreat. In bitter house-to-house fighting, the Austrians entered the village. Combat at the granary was especially brutal, as Hungarian grenadiers battled unsuccessfully to dislodge the French from their positions in the second and third floors. The battle resumed at dawn of 22 April. Masséna cleared Aspern of Austrians, but while he did so, Rosenberg's force stormed Jean Lannes' position at Essling. Lannes, reinforced by Vincent Saint-Hilaire's division, subsequently drove Rosenberg out of Essling. At Aspern, Masséna was driven out by Hiller and Bellegarde's counter-attacks. Meanwhile, Napoleon had launched an attack on the main army at the Austrian center. Klenau's force stood on the immediate right flank of the center, opposite the attacking force of Lannes. The French cavalry, in reserve, prepared to move at either flank, or to the center, depending on where the Austrian line broke first. The French nearly broke through at the center but, at the last minute, Charles arrived with his last reserve, leading his soldiers with a color in his hand. Lannes was checked, and the impetus of the attack died out all along the line. In the final hours of the battle, Lannes himself was cut down by a cannonball from Klenau's artillery. Aspern was lost to the French. The Danube bridges upon which the French relied had been cut again by heavy barges, which the Austrians had released on the river. When he lost his route across the river, Napoleon at once suspended the attack. For his leadership at Essling, Klenau received the Commander's Cross of the Military Order of Maria Theresa. Both sides lost close to 28,000 men, to wounds and death. For Napoleon, whose force was smaller, the losses were more costly. For Charles, the victory, which occurred within visual range of the Vienna ramparts, won him support from the hawks, or the pro-war party, in the Hofburg. The Austrian victory at Aspern-Essling proved that Napoleon could be beaten. His force had been divided (Davout's corps had never made it over the Danube), and Napoleon had underestimated the Austrian strength of force and, more importantly, the tenacity the Austrians showed in situations like that of Essling, when Klenau marched his force across open country under enemy fire. After Aspern-Essling, Napoleon revised his opinion of the Austrian soldier. #### Wagram In the lull between the Battle of Aspern-Essling and the Battle of Wagram (5–6 July) Charles ordered the construction of a several-mile-long entrenchment, but did little else to shore up his force. Conversely, on the other side of the Danube, Napoleon brought in additional troops from Italy and Hungary. The day prior to the battle at Wagram, Klenau replaced General Johann von Hiller, who had fallen ill, to command the 13,740 soldiers of VI Corps, and Armand von Nordmann replaced him as commander of the Advance Guard. Klenau's Corps stood about 8 kilometers (5 mi) ahead of the main Austrian force. The Corps, about 8,000 men, were ordered to oppose any French advance on the Marchfeld plain. By mid-afternoon, Klenau could see Napoleon's massive force advancing toward them through the cornfields. Klenau managed a spirited, and gradual withdrawal to a position behind the Austrian line at the Russbach, and above the Wagram escarpment; this exposed several of the villages on the western edge of the Marchfield Plain, including Aspern and Essling, to French capture. On the next day of battle, Klenau was ordered to a forward position, to complete a double-envelopment of Napoleon's force, envisioned by Charles as the best means of inducing panic among the French troops. At dawn, or so, at 0400, his cannonade rained havoc on Boudet's division of Massena's IV Corps; Massena sent another division under Claude Legrand to support Boudet. Klenau's corps managed to retake both Essling and Aspern, without the same vigorous contest that had occurred two months earlier. Half the pincer movement was well underway, although Klenau's force could not move further ahead: The guns on the Island of Lobau prevented further advance. There was no support from Kollorat's forces on his flank, and for the closing prong of the pincer movement, Archduke John was no where in sight; he had not abandoned his baggage, and was plodding slowly, with his army, toward the battlefield, but still a good day's march away. Despite the mile-long gap in the French line, and the advance of Austrian cavalry, Klenau's men could not hold them against André Masséna's prolonged mid-day assault. Charles watched from his command post at Wagram as Klenau's forces stubbornly clung to their positions, but were overwhelmed by the inexorable progress of Masséna's troops, what Klenau later called Masséna's Infernal Column. Klenau organized the rear guard for the Army's retreat into Moravia, and lost 15 percent of his force. General René Savary, who directed part of the French pursuit, wrote that the Klenau's soldiers had "fought in a manner calculated to instill a cautious conduct into any man disposed to deeds of rashness."[^1] ### Aftermath As a consequence, Austria withdrew from the Coalition. Although France had not completely defeated them, the Treaty of Schönbrunn, signed on 14 October 1809, imposed a heavy political, territorial, and economic price. France received Carinthia, Carniola, and the Adriatic ports, while Galicia was given to France's ally Poland. The Salzburg area went to the French ally, Bavaria. Austria lost over three million subjects, about 20 percent of her total population, which dramatically reduced the military force that Austria could field. Francis also agreed to pay an indemnity equivalent to almost 85 million francs, gave recognition to Joseph Bonaparte as the King of Spain, and affirmed Habsburg participation in Napoleon's Continental System. Francis reluctantly agreed to Napoleon's marriage with his daughter, Marie Louise, which Napoleon assumed, incorrectly, would eliminate Austria as a future threat. ## War of Liberation 1813 Napoleon engaged in his disastrous Russian campaign in 1812; by 1813, the military landscape was dramatically different. Prussia was the first to defect from Napoleon's cause; possibly the arrival of the remnants of the Grande Armée in Berlin convinced the Prussian leadership that it was not only safe, but expedient. The remains of Napoleon's invasion force staggered back from Russia in early 1813 in appalling condition. Of the I Corps, only 2,281 men of the original 70,000 could be mustered. The Imperial Guard strength fell from 50,000 to 1,533, and 200 of those were disabled by amputation, frostbite, or injuries. Some historians suggest that the nature of the opposition to Napoleon changed in these few months, from opposition by dynasties to opposition by whole peoples, giving the War of the Sixth Coalition its nationalist character. By the end of April, French forces gained control of Leipzig. At Lützen, on 2 May Napoleon lured a combined Prussian and Russian force into a trap. The Russian commander, Peter Wittgenstein, ignored the primary directive of the Trachenberg plan, attempting to undo Napoleon's capture of Leipzig. After a day of heavy fighting, the combined forces retreated. A few weeks later, at the Battle of Bautzen, 20–21 May 1813, the combined Russian and Prussian force surprised Ney's corps in a confused assault, which narrowly escaped destruction when Napoleon appeared with reinforcements. The outwitted Blücher and Wittgenstein escaped because Michel Ney failed to block the retreat. Despite his string of victories, Napoleon sought an armistice in early June, to allow a series of negotiations, to take place in Prague. The Armistice of Poischwitz, signed 4 June 1813, established a cease-fire throughout central and eastern Europe that was intended to last until mid-July; the combatants had to give six days' notice of its termination. The various interested parties—Russian, Prussian, Austrian, Saxon, Swedish, Bavarian, British and others—explored the possibilities of new alliances. ### Changes in Coalition Strategy While delegates bickered in Prague, similar to the situation in Rastatt in 1799, the diplomats negotiated throughout the war zone and in the capitals of Europe, to create a new set of alliances. The subsequent Sixth Coalition (Russia, Prussia, Britain, Sweden and, eventually, Austria), differed significantly from the earlier coalitions. Unlike previous coalitions in which the participants had organized their armies independently of one another, the Allies of the Sixth Coalition created multi-national armies. This theoretically accomplished two goals: Napoleon could not defeat them piecemeal, and the presence of soldiers from several states within a single armed force limited "politically motivated acts of national self-interest." Klenau, promoted to General der Kavallerie (full general) on 26 July 1813, held command of an independent corps in the Army of Bohemia. This Army of Bohemia illustrated one of the biggest differences in the Sixth Coalition's organizational schema: it included 127,435 Austrians, 78,200 Russians, and 44,907 Prussians. The Coalition also pursued a different operational plan. The Coalition's operational strategy brought its different forces closer and closer together in concentric circles, to a single point in Saxony. Known as the Trachenberg Plan, the Sixth Coalition's operating plan established clear, concise and specific guidelines for commanders, from the Army through the basic company level: act offensively against an inferior foe; act defensively against a superior foe, underscoring to commanders at all levels the risk of underestimating the threat of Napoleon and his army. The new plan divided the Allied force into three armies: Silesia, Bohemia, and Northern Germany. The Silesian army, composed of Prussians and Russians, left 50,000 men in the Province of Silesia and moved the remaining 100,000 to join with 120,000 Austrians in Saxony. The Crown Prince of Sweden, Jean-Baptiste Bernadotte, a former Marshal of France and a favorite of Napoleon's, established an army of observation at Hamburg and Lübeck, and another 70,000 concentrated 50 kilometers (31 mi) southwest of Berlin. Using this plan, the Coalition pushed Napoleon and his allies into an increasingly smaller circle of operation. In theory, while this concentrated Napoleon's force, it also limited his maneuvering options. Furthermore, it concentrated the Coalition forces around the French and Allied armies, ultimately at the Saxon cities of Dresden, and then Leipzig. ### Battle of Dresden Strategically, the Battle of Dresden demonstrated the problems of the Coalition's strategy. On 25 August, the three monarchs—Alexander II of Russia, Francis II of Austria, and Frederick William III of Prussia—and their staffs assembled on an overlook of the city to discuss their strategy. The city's weak defenses were clear from this vantage point: the French and Saxon garrison of 20,000 men under Marshal Saint-Cyr could not hope to hold a city of that size. The Tsar and General Jean Victor Moreau, formerly a General of France and by 1813 an adviser to the Coalition, wanted to attack at once; Schwarzenberg wanted to wait until additional forces arrived. By waiting one day, the Coalition lost the advantage. As the Coalition assaulted the southern suburbs of the city, Napoleon arrived from the north and west with the Guard and Marmont's VI Corps, covering 140 kilometers (87 mi) in forced marches over three days. The leading elements of Klenau's corps were placed on the army's left flank, separated from the main body by the Weißeritz, flooded after almost a week of rain. Marshal Joachim Murat took advantage of this isolation and inflicted heavy losses on the Austrians. A French participant observed, separating Klenau's corps from the Austrian army, Murat "hurl[ed] himself upon it at the head of the carabineers and cuirassiers. His movement was decisive; Klenau could not resist that terrible charge. Nearly all his battalions were compelled to lay down their arms, and two other divisions of infantry shared their fate." Murat captured intact a division of five infantry regiments (15,000 men) under command of Lieutenant Field Marshal Joseph, Baron von Mesko de Felsö-Kubiny, plus 15 of their regimental and company colors. As the left wing disintegrated, the French swarmed over the flank; the right wing was also driven back, and the entire force had to withdraw. After the immediate defense of Dresden, though, Napoleon's situation deteriorated. Vandamme pursued the retreating Army of Bohemia, expecting to be supported by St. Cyr and General Marmont, who were still busy in Dresden. Vandamme approached the Russian corps commanded by Ostermann-Tolstoy, but left a valley behind him unprotected as he descended out of the mountain into Bohemia. As he engaged Ostermann-Tolstoy, he saw some troops behind him, which soon attacked him; thus beset from two sides, his young troops were unable to defend themselves; at the Battle of Kulm, Vandamme lost his entire artillery, and the Austrians acquired about 7,500 prisoners, including the general himself. To the north of Dresden, as Napoleon appeared to be engaged, looking elsewhere, Blücher brought his troops south, toward the city. Realizing the danger, Napoleon directed his main army north again, to repel the Prussians; as he did so, the wiley Blücher withdrew. Other portions of the French army had comparable difficulties. Marshal Oudinot was repelled by Bernadotte at the Battle of Großbeeren, and MacDonald, near the Bober river. Furthermore, Napoleon began to suffer from illness, referred to variously as a colic or fatigue. ### Battle of Leipzig From 12 to 15 October, the days of skirmishing preliminary to the Battle of Leipzig (16–19 October), Klenau's force took the heavily defended village Liebertwolkwitz, but were forced out in a French counter-attack. A contemporary witness later described finding dead Austrians at the church cemetery, pinned to the walls with bayonets. Klenau's primary objective was the village of Liebertwolkwitz. He took the Kolmberg, a nearby height also known as the Schwedenschanze (Swedish fortification), a defensive remnant of the Thirty Years' War about 4 kilometers (2 mi) east of the village, and established a battery there, but did not bring enough troops to support it. An attack by 4,000 of Jacques MacDonald's infantry secured the hill; although Klenau's cavalry managed to push the French back, they could not retake the hill. In the action, Klenau's own horse was shot and killed, and he was nearly captured, but he struggled back to his line, and reorganized his men. Eventually, Klenau's corps took the village and the Kolmberg several times, to be pushed out by the French, to counter-attack, retreat, counter-attack and retreat and this see-sawing back and forth, the attacks, counter-attacks experienced by Klenau's force, were characteristic of the battle. On the critical first day of the battle, 16 October, a French 100-gun artillery barrage forced a hole in the line between the Russian and Prussian forces on Klenau's flank. When Murat's cavalry charged the hole, Klenau's corps, plus reserve cavalry, eventually forced the Murat's troops back to the cover of the French artillery. Klenau's force made a short retreat, leaving a detachment at the Kolmberg. By mid-afternoon, the Allied columns had been driven to their starting positions, but had maintained their line; as one part of the line was forced back, its flanks dropped back with it, maintaining a continuous line and preventing a French flanking operation. In this first-day action, Klenau's force played a vital role in preventing MacDonald from flanking Prince Schwarzenberg's main army. On the night of the 16th, the French controlled the Kolmberg that Klenau had fought over all day, and a Hessian soldier wrote: "it was the worst bivouac we had experienced on this campaign. The weather was wet and windy ... we had to use water from puddles in which lay the blood of men and horses ... and half the men remained under arms at all times." ### Klenau and the Siege of Dresden After the battle, the allied high command assigned Klenau to blockade the large French garrison at Dresden. His IV Austrian Corps of the Army of Bohemia included the division of Lt. General Alexander Ivanovich, Count Ostermann-Tolstoy, and the militia of Major General Alexey Nikolayevich Titov, a total of approximately 41,000 troops. Klenau eventually negotiated a capitulation in which the French troops would return to France with their honors, on condition that they would not fight against the Allies for six months. Marshal Laurent de Gouvion Saint-Cyr surrendered to Klenau on 11 November, but Schwarzenburg refused to agree to the capitulation and the French troops marched into captivity into Austria instead. The victors took 94 French field guns and 151 Saxon fortress guns, and wrested from the French complete control over the Kingdom of Saxony. ## War in France 1814–1815 and post-war career During the 1814 campaigns, Klenau remained with the Army of Bohemia as it approached Paris slowly, from the south-east, via the Seine river valley. The armies would be as many as 32 kilometers (20 mi) apart. Their communications would be conducted through Wittgenstein's cavalry and some irregular cossacks, which was directly opposite to the Trachenberg plan. Schwarzenberg knew it was exactly what Napoleon would want them to do, but reluctantly agreed to it. Afterward, Klenau commanded a corps in Italy, known as the Korps Klenau''. After the war ended again in 1815, Klenau was appointed commanding general in Moravia and Silesia. He held this office until his death on 6 October 1819 at Brno, in the modern-day Czech Republic. [^1]: Peter Hofschroer, M. Townsend, et al. "Battle of Wagram 1809". Napoleon, His Army and Enemies.'.' Retrieved 7 December 2009
4,181,583
Jesu, meine Freude, BWV 227
1,173,392,837
Motet by Johann Sebastian Bach
[ "Christian funeral music", "Compositions in E minor", "Motets by Johann Sebastian Bach" ]
Jesu, meine Freude (Jesus, my joy), BWV 227, is a motet by Johann Sebastian Bach. The longest and most musically complex of Bach's motets, it is set in eleven movements for up to five voices. It is named after the Lutheran hymn "Jesu, meine Freude" with words by Johann Franck, first published in 1653. The motet contains the six stanzas of the hymn in its odd-numbered movements. The hymn tune by Johann Crüger appears in all of these movements in different styles of chorale settings. The text of the motet's even-numbered movements is taken from the eighth chapter of the Epistle to the Romans, a passage that influenced key Lutheran teachings. The hymn, written in the first person with a focus on an emotional bond with Jesus, forms a contrasting expansion of the doctrinal biblical text. Bach set both texts alternating with and complementing each other, in a structure of symmetries on different layers. Bach's treatment of Crüger's melody ranges from four-part chorale harmonisations that begin and end the work, to a chorale fantasia and a free setting that quotes only motifs of the hymn tune. Four biblical verses are set in the style of a motet, two for five voices and two for three voices. The central movement is a five-part fugue. Bach used word painting to intensify the theological meaning of both hymn and Epistle texts. Jesu, meine Freude is one of few works by Bach for five vocal parts. The dating of the work is uncertain. It was supposed to have been written for a specific funeral in Leipzig in July 1723, a few months after Bach had moved there, as a scholar proposed in 1912. Since the 1990s, musicologists have come to doubt this, because the order of that funeral was found and shows no reference to music by Bach. At least one of the eleven movements seems to have been composed before Bach's tenure in Leipzig. The Bach scholar Christoph Wolff suggested that Bach may have composed and compiled the motet for the education of his choir in both composition techniques and theology. Chorale settings from the motet are included in the Dietel manuscript from around 1735, providing a latest dating of the work. Unique in its complex symmetrical structure juxtaposing hymn and biblical texts, and with movements featuring a variety of styles and vocal textures, the motet has been regarded as one of Bach's greatest achievements in the genre. In 1927, it became the first of his motets to be recorded. The work has often been performed and recorded with a range of approaches, from unaccompanied singing to historically informed performances taking into account that in Bach's time it was customary to support the voices by basso continuo and instruments doubling the vocal lines (colla parte). ## History ### Background In late 17th-century Protestant Thuringia, members of the Bach family from the generations before Johann Sebastian Bach wrote motets, of which several are preserved in the Altbachisches Archiv (ABA). In this context, motets are choral compositions, mostly with a number of independent voices exceeding that of a standard SATB choir, and with German text from the Luther Bible and Lutheran hymns, sometimes in combination. When a hymn was used, usually its chorale tune was integrated into the composition. Instrumental accompaniment was often limited to basso continuo and/or instruments playing colla parte. By the time Bach started to compose his motets in the 1710s or 1720s along the principles of these older compositions, the genre was already regarded as antiquated. According to Philipp Spitta, Bach's 19th-century biographer, Johann Michael Bach's motet Halt, was du hast [choralwiki], ABA I, 10, which contains a setting of the "Jesu, meine Freude" chorale, may have been on Johann Sebastian's mind when he composed his motet named after the chorale, in E minor like his relative's. In Bach's time, the Lutheran liturgical calendar of the place where he lived indicated the occasions for which music was required in church services. The bulk of the composer's sacred music, including most of his church cantatas, was written for such occasions. His other church music, such as sacred cantatas for weddings and funerals, and most of his motets, was not tied to the liturgical calendar. Around 15 extant compositions came to be recognised as Bach motets by musicologists at some time. Jesu, meine Freude is one of only five core works (BWV 225–229) which have always been considered to be Bach motets. In eleven movements, Jesu, meine Freude is the longest and most musically complex of Bach's motets. It is scored for up to five vocal parts, which is rare among his works. Most of his vocal church music is to be performed with a four-part SATB choir, while most of his other motets are for double SATB choir. Exceptional compositions with five-part movements can be found in the Magnificat, written in 1723 at the beginning of Bach's tenure in Leipzig, and the Mass in B minor, compiled towards the end of his life. Like for most of his other motets, no continuo or other instrumental accompaniment has survived for BWV 227, but it is surmised there was one in Bach's time. ### Epistle text and chorale The text of Jesu, meine Freude is compiled from two sources: a 1653 hymn of the same name with words by Johann Franck, and Bible verses from Paul's Epistle to the Romans, 8:1–2 and 9–11. In the motet, the six hymn stanzas form the odd movement numbers, while the even numbers each take one verse from the Epistle as their text. The hymn is written in the first person and deals with a believer's bond to Jesus who is addressed as a helper in physical and spiritual distress, and therefore a reason for joy. The singer realizes the world as vanity, and prefers to leave it. Franck used stark images such as "old dragon" and "death's jaw" to express the believer's enemies. The hymn adds a layer of individuality and emotions to Biblical teaching. When Catherine Winkworth translated the hymn into English in 1869, she rendered it as "Jesu, priceless treasure". As a key teaching of the Lutheran faith, the Biblical text reflects on the contrast of living "in the flesh" or "according to the Spirit". The hymn's first line is also the last line of its final stanza, framing the poetry of the whole work. Johann Crüger's chorale melody for the hymn, Zahn 8032, was first published in his hymnal Praxis pietatis melica of 1653; several variants of the hymn tune were published in other hymnals over the ensuing decades. The tune is in bar form (AAB). While the first version had dance elements of an Allemande, the version of the 1682 Neu Leipziger Gesangbuch, the hymnal used in Leipzig then, it is in common time. the melody is built from one motif, the beginning descent of a fifth (catabasis), with the word "Jesu" as the high note, which is immediately inverted (anabasis [de]). In the Leipzig version, the melody of the first line is identical to that of the last line. The hymn tune appears in the odd-numbered movements of the motet, completely in the Leipzig version for most stanzas, but paraphrased for the third stanza, and in a slightly different older version in the fifth stanza. ### Time of origin Most of Bach's motets are difficult to date and Jesu, meine Freude is no exception. Spitta assigned the motets that he knew, including Jesu, meine Freude, to Bach's Leipzig years, 1723 to 1750. In 1912, Bernhard Friedrich Richter, a church musician in Leipzig, wrote that Jesu, meine Freude was likely written in Bach's first year as Thomaskantor in Leipzig; he concluded that it was written for the funeral of Johanna Maria Kees, the wife of the Leipzig postmaster, on 18 July 1723, because a scripture reading of verse 11 from the Epistle passage set in the motet's tenth movement was documented for the funeral. Daniel R. Melamed, a musicologist from Cambridge University, wrote in his 1995 book that this was no conclusive evidence for a motet performance on the occasion, but the date has still been "nearly universally accepted". The order of that particular service was found in 1982, mentioning neither a motet nor even the chorale. Possibly the idea of combining hymn and epistle text dates back to the funeral. Friedrich Smend was the first musicologist to analyse the motet's symmetrical structure, a feature which can also be found in Bach's St John Passion of 1724 and St Matthew Passion of 1727, which led Smend to suggest that the work was composed in the 1720s. Melamed thought that the motet was likely in part compiled from music Bach had composed before his Leipzig period. He based that view on the four-part settings of the chorale movements 1, 7 and 11 (unusual for a five-part work), and on the older version of the chorale melody used as the cantus firmus in the ninth movement. The latter suggests an origin of this movement in Bach's Weimar period (1708 to 1717), or even earlier. John Eliot Gardiner, who conducted the Bach Cantata Pilgrimage, noted that the motet, compiled partly from earlier compositions, is comparable in that respect to the Credo from Bach's Mass in B minor, and both are coherent in performance. Christoph Wolff, a Bach scholar, suggested in 2002 that the motet may have been intended for the education of the Thomanerchor rather than for a funeral. He assumed the same intended use for the motet Singet dem Herrn ein neues Lied, BWV 225. According to Bach scholar Richard D. P. Jones, several movements of Jesu, meine Freude show a style too advanced to have been written in 1723. He assumed in his 2013 book that the final arrangement of the work likely happened in the late 1720s, when two motets which can be dated with greater certainty were also written: Singet dem Herrn ein neues Lied and the funeral motet Der Geist hilft unser Schwachheit auf, BWV 226. The Dietel manuscript, written around 1735, contains three chorales extracted from the motet; the composition of the motet is supposed to have been completed before that time. ## Structure and scoring Jesu, meine Freude is structured in eleven movements, with text alternating between a chorale stanza and a passage from the Epistle. Bach scored it for a choir of up to five voices (SSATB: one or two soprano parts (S or SS), alto (A), tenor (T) and B for bass). The number of voices in the movements varies from three to five. Only the alto sings in all movements. The motet was possibly meant to be accompanied by instruments playing colla parte, with instruments doubling the vocal lines in the practice of Bach's time, but no parts for them survived. ### Table of the structure The music is arranged in different layers of symmetry around the sixth movement. The first and last movements have the same four-part setting of two different hymn stanzas. The second and penultimate movements use the same themes in fugal writing. The third and fifth movements, both five-part chorale settings, mirror the seventh and ninth movements, both four-part chorale settings. In great variety of chorale settings, the fifth movement is a free setting of the chorale stanza which quotes only motifs from the tune, and the ninth movement is a chorale fantasia, with the cantus firmus in the alto. The fourth and eighth movements are both trios, the fourth for the three highest voices, the other for the three lowest voices. The central movement (Romans 8:9) is a five-part fugue. In the following table, each movement number is followed by the beginning of the text (incipit) and its translation into English, its text source naming the stanza in Franck's hymn or the verse(s) in Paul's Epistle, its voices, its key, its time signature, and its form. For the form, corresponding movements within the symmetry are shown at the same level of indentation. ### Movements #### 1 The motet begins with a four-part setting of the first stanza of the hymn "Jesu, meine Freude" ("Jesus, my joy" or "Jesus, Source of gladness"). The first movement is in E minor, like most other movements related to the hymn. The text, in the first person, speaks of longing for Jesus. Jones noted that the tenor part is particularly expressive. The last movement, the chorale's sixth stanza, has the same music, creating a frame that encloses the whole work: #### 2 The second movement begins the excerpts from Romans 8, setting verse 1, "Es ist nun nichts Verdammliches an denen, die in Christo Jesu sind" (There is therefore now no condemnation to them which are in Christ Jesus). The difference between living in the flesh and the spirit is an aspect that is repeated throughout the motet. The movement is also in E minor, but for five voices. The beginning of the text is rendered in "rhetorical" homophony: Bach accented the word "nichts" (nothing), repeating it twice, with long rests and echo dynamics. Jones noted that dramatic word painting of this kind was in the tradition of 17th-century motets, such as by Johann Christoph and Johann Michael Bach. #### 3 The third movement is a five-part setting of the second stanza of the hymn, "Unter deinen Schirmen" (Under your protection). While the first soprano provides the chorale melody, the lower voices supply vivid lines expressing the text. #### 4 The fourth movement sets the second verse from Romans 8, "Denn das Gesetz des Geistes, der da lebendig machet in Christo Jesu, hat mich frei gemacht von dem Gesetz der Sünde und des Todes" (For the law of the Spirit of life in Christ Jesus hath made me free from the law of sin and death.). The thought is set for the two sopranos and alto, beginning in G major. The sopranos move in "beatific" parallel thirds in the opening when singing of "life in Christ Jesus". #### 5 The fifth movement is a setting of the third stanza of the hymn, "Trotz dem alten Drachen" (Despite the old dragon). The defiant opposition, also to death, fear and the rage of the world, is expressed in a free composition. The soprano melody paraphrases the hymn tune by quoting short motifs from the chorale. The movement is in the bar form as the original melody. Five voices take part in a dramatic illustration as they depict defiance by standing firmly and singing, often in powerful unison. Gardiner compared the movement referring to the medieval image of the old dragon, to paintings by Cranach and Grünewald. The rhetoric style is similar to the beginning of the second movement. Gardiner noted that the firm stance against opposition could depict Martin Luther's attitude and also the composer's own stance, and summarises: > If one wanted to pick a single example of how Bach chose to harness his compositional prowess and capacity for invention to articulate his zeal and faith, this would be it. #### 6 The central sixth movement sets verse 9 from Romans 8, "Ihr aber seid nicht fleischlich, sondern geistlich" (But ye are not in the flesh, but in the Spirit). Again beginning in G major, the tenor starts with a fugue theme that stresses the word "geistlich" (of the Spirit) by a long melisma in the fast notes, while the opposite "fleischlich" is a long note stretched over the bar-line. The alto enters during the melisma. All five voices participate in a lively fugue, the only one within the motet. It is a double fugue, with a first theme for the first line, another for the second, "so anders Gottes Geist in euch wohnet" (since the Spirit of God lives otherwise in you), before both of them are combined in various ways, parallel and in stretti. By contrast, the third line of verse 9, "Wer aber Christ Geist nicht hat, der ist nicht sein" (Any one who does not have the spirit of Christ does not belong to him) is set in a homophonic adagio: "not of Christ". #### 7 The seventh movement is a four-part setting of the fourth stanza of the hymn, "Weg mit allen Schätzen" (Away with all treasures). While the soprano sings the chorale melody, the lower voices intensify the gesture; "weg" (away) is repeated several times in fast succession. Throughout the movement, the lower voices intensify the expressiveness of the text. #### 8 The eighth movement sets verse 10 from Romans 8, "So aber Christus in euch ist, so ist der Leib zwar tot um der Sünde willen" (And if Christ be in you, the body is dead because of sin). As in the fourth movement, it is set as a trio, this time for alto, tenor and bass, beginning in C major. Parallel thirds in the upper voices resemble those in the fourth movement. #### 9 The ninth movement is a setting of the fifth stanza of the hymn, "Gute Nacht, o Wesen, das die Welt erlesen" (Good night, existence that cherishes the world). For the rejection of everything earthly, Bach composed a chorale fantasia, with the cantus firmus in the alto voice and repetition of "Gute Nacht" in the two sopranos and the tenor. Jones pointed out that the absence of a bass may depict that "the world" lacks a firm foundation in Christ. The chorale melody used in the movement is slightly different from the one in the other settings within the motet, a version which Bach used mostly in his earlier time in Weimar and before. For Gardiner, the "sublime" music suggests the style of Bach's Weimar period. Jones, however, found that the "bewitchingly lyrical setting" matched compositions from the mid-1720s in Leipzig, comparing the music to the Sarabande from the Partita No. 3, BWV 827. #### 10 The tenth movement sets verse 11 from Romans 8, "So nun der Geist des, der Jesum von den Toten auferwecket hat, in euch wohnet" (But if the Spirit of him that raised up Jesus from the dead dwell in you). In symmetry, the music recalls that of the second movement. #### 11 The motet ends with the same four-part setting as the first movement, with the last stanza of the hymn as lyrics, "Weicht, ihr Trauergeister" (Flee, you mournful spirits). The final line repeats the beginning on the same melody: "Dennoch bleibst du auch im Leide, / Jesu, meine Freude" (You stay with me even in sorrow, / Jesus, my joy). ## Reception, performances and publication Jesu, meine Freude is unique in Bach's work in its complex symmetrical structure, which juxtaposes hymn and Bible text. Bach's vivid setting of the contrasting texts results in music of an unusually dramatic range. Wolff summarised: > This diversified structure of five-, four-, and three-part movements, with shifting configurations of voices and a highly interpretive word-tone relationship throughout, wisely and sensibly combines choral exercise with theological education. Performers of Jesu, meine Freude have to decide if they will use a boys' choir (as Bach had in mind) or a mixed choir, a small vocal ensemble or a larger choir, and if instruments should accompany the voices, a continuo group or also instruments playing colla parte. ### 18th and 19th centuries As with most of Bach's motets, there is no extant autograph of Jesu, meine Freude. The motet's SATB chorales were copied in several 18th-century manuscripts collecting chorale harmonisations by Bach. The earliest extant copy of such chorale collections, the Dietel manuscript, also contains a SATB version of the motet's five-part third movement: Dietel's copy omitted the second soprano part of the movement. Carl Philipp Emanuel Bach retained two chorales, based on the motet's first and seventh movements, in the third volume of Breitkopf's 1780s edition of Bach's four-part chorales. After Bach's death, the motets, unlike much of his other music, were kept continuously in the repertoire of the Thomanerchor. A choral version of the entire motet, that is without any indication of instrumental accompaniment, was first published in 1803 in the second volume of Breitkopf & Härtel's first edition of six motets by (or at least, attributed to) Bach. Jesu, meine Freude was included in the first complete edition of the composer's works, the Bach-Gesellschaft Ausgabe (BGA); together with other motets it was edited by Franz Wüllner and was published in 1892 for volume 39 of the project. ### 20th and 21st centuries In the 1920s, the large Bach Choir in London performed Bach's works conducted by Ralph Vaughan Williams, while Charles Kennedy Scott performed Jesu, meine Freude with his Bach Cantata Club in chamber formation, which prompted a reviewer to write: "It would be absurd to forbid Bach's Motets to big choirs, but this performance left no doubt that the listener gets the truth of the music from voices few and picked." Scott and the Bach Cantata Club made the first recording of Jesu, meine Freude, which was the first of any motet by Bach, in 1927, sung in English. The optimum size of the choir in this work continues to be discussed to this day, for example in reviews of Philippe Herreweghe's one voice per part recordings of 1985 and 2010. Jesu, meine Freude has been recorded more than 60 times, mostly in combination with other motets by Bach. Sets with a recording of BWV 227 alongside other Bach motets include: - Philippe Herreweghe with the Collegium Vocale Gent and La Chapelle Royale (recorded November 1985, released 1986) - Harry Christophers with the Sixteen, 1989 - Masaaki Suzuki with the Bach Collegium Japan, using instruments playing colla parte, 2009 - Herreweghe, second set recorded in 2010 - Gardiner, whose second recording of the motets with the Monteverdi Choir in 2011 received a Gramophone Award in 2013 in the category Baroque Vocal. The New Bach Edition (Neue Bach-Ausgabe, NBA) published the motet in 1965, edited by Konrad Ameln, with critical commentary published in 1967. In 1995, Bärenreiter published the vocal parts of the six motets BWV 225–230 from the NBA in one volume, with a preface by Klaus Hofmann. The motets were published by Carus-Verlag in 1975, edited by Günter Graulich, and published again in 2003, edited by Uwe Wolf, as part of the Stuttgarter Bach-Ausgaben, a complete edition of Bach's vocal works. Modern editions of the motet may supply a reconstructed instrumental accompaniment, such as a continuo realisation, and/or a singable translation of the lyrics, as for instance in Carus's 2003 publication of the motet.
46,373
Edward I of England
1,169,332,528
King of England from 1272 to 1307
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Edward I (17/18 June 1239 – 7 July 1307), also known as Edward Longshanks and the Hammer of the Scots, was King of England from 1272 to 1307. Concurrently, he was Lord of Ireland, and from 1254 to 1306, he ruled Gascony as Duke of Aquitaine in his capacity as a vassal of the French king. Before his accession to the throne, he was commonly referred to as the Lord Edward. The eldest son of Henry III, Edward was involved from an early age in the political intrigues of his father's reign. In 1259, he briefly sided with a baronial reform movement, supporting the Provisions of Oxford. After reconciliation with his father, he remained loyal throughout the subsequent armed conflict, known as the Second Barons' War. After the Battle of Lewes, Edward was held hostage by the rebellious barons, but escaped after a few months and defeated the baronial leader Simon de Montfort at the Battle of Evesham in 1265. Within two years the rebellion was extinguished and, with England pacified, Edward left to join the Ninth Crusade to the Holy Land in 1270. He was on his way home in 1272 when he was informed of his father's death. Making a slow return, he reached England in 1274 and was crowned at Westminster Abbey. Edward spent much of his reign reforming royal administration and common law. Through an extensive legal inquiry, he investigated the tenure of several feudal liberties. The law was reformed through a series of statutes regulating criminal and property law, but the King's attention was increasingly drawn toward military affairs. After suppressing a minor conflict in Wales in 1276–77, Edward responded to a second one in 1282–83 by conquering Wales. He then established English rule, built castles and towns in the countryside and settled them with English people. After the death of the heir to the Scottish throne, Edward was invited to arbitrate a succession dispute. He claimed feudal suzerainty over Scotland and invaded the country, and the ensuing First Scottish War of Independence continued after his death. Simultaneously, Edward found himself at war with France (a Scottish ally) after King Philip IV confiscated the Duchy of Gascony. The duchy was eventually recovered but the conflict relieved English military pressure against Scotland. By the mid-1290s, extensive military campaigns required high levels of taxation and this met with both lay and ecclesiastical opposition. When the King died in 1307, he left to his son Edward II a war with Scotland and other financial and political burdens. Edward's temperamental nature and height made him an intimidating figure and he often instilled fear in his contemporaries, although he held the respect of his subjects for the way he embodied the medieval ideal of kingship as a soldier, an administrator and a man of faith. Modern historians are divided in their assessment of Edward; some have praised him for his contribution to the law and administration, but others have criticised his uncompromising attitude towards his nobility. Edward is credited with many accomplishments, including restoring royal authority after the reign of Henry III and establishing Parliament as a permanent institution, which allowed for a functional system for raising taxes and reforming the law through statutes. At the same time, he is also often condemned for his wars against Scotland and for expelling the Jews from England in 1290. ## Early years, 1239–1263 ### Childhood and marriage Edward was born at the Palace of Westminster on the night of 17–18 June 1239, to King Henry III and Eleanor of Provence. Edward, an Anglo-Saxon name, was not commonly given among the aristocracy of England after the Norman conquest, but Henry was devoted to the veneration of Edward the Confessor and decided to name his firstborn son after the saint. Edward's birth was widely celebrated at the royal court and throughout England, and he was baptised three days later at Westminster Abbey. He was commonly referred to as the Lord Edward until his accession to the throne in 1272. Among his childhood friends was his cousin Henry of Almain, son of King Henry's brother Richard of Cornwall. Henry of Almain remained a close companion of the prince for the rest of his life. Edward was placed in the care of Hugh Giffard – father of the future Chancellor Godfrey Giffard – until Bartholomew Pecche took over at Giffard's death in 1246. Edward received an education typical of an aristocratic boy his age, including in military studies, although the details of his upbringing are unknown. There were concerns about Edward's health as a child, and he fell ill in 1246, 1247, and 1251. Nonetheless, he grew up to become a strong, athletic, and imposing man. At 6 ft 2 in (188 cm) he towered over most of his contemporaries, hence his epithet "Longshanks", meaning "long legs" or "long shins". The historian Michael Prestwich states that his "long arms gave him an advantage as a swordsman, long thighs one as a horseman. In youth, his curly hair was blond; in maturity it darkened, and in old age it turned white. The regularity of his features was marred by a drooping left eyelid ... His speech, despite a lisp, was said to be persuasive." In 1254, English fears of a Castilian invasion of the English-held province of Gascony induced King Henry to arrange a politically expedient marriage between fifteen-year-old Edward and thirteen-year-old Eleanor, the half-sister of King Alfonso X of Castile. They were married on 1 November 1254 in the Abbey of Santa María la Real de Las Huelgas in Castile. As part of the marriage agreement, Alfonso X gave up his claims to Gascony, and Edward received grants of land worth 15,000 marks a year. The marriage eventually led to the English acquisition of Ponthieu in 1279 upon Eleanor's inheritance of the county. Henry made sizeable endowments to Edward in 1254, including Gascony; most of Ireland, which was granted to Edward with the stipulation that it would never be separated from the English crown; and much land in Wales and England, including the Earldom of Chester. They offered Edward little independence for Henry retained much control over the land in question, particularly in Ireland, and benefited from most of the income from those lands. Simon de Montfort, 6th Earl of Leicester had been appointed as royal lieutenant of Gascony the year before and drew its income, so in practice Edward derived neither authority nor revenue from this province. Around the end of November, Edward and Eleanor left Castile and entered Gascony, where they were warmly received by the populace. Here, Edward styled himself as "ruling Gascony as prince and lord", a move that the historian J. S. Hamilton states was a show of his blooming political independence. From 1254 to 1257, Edward was under the influence of his mother's relatives, known as the Savoyards, the most notable of whom was Peter II of Savoy, the Queen's uncle. After 1257, Edward became increasingly close to the Lusignan faction – the half-brothers of his father Henry III – led by such men as William de Valence. This association was significant because the two groups of privileged foreigners were resented by the established English aristocracy, who would be at the centre of the ensuing years' baronial reform movement. Edward's ties to his Lusignan kinsmen were viewed unfavourably by contemporaries, including the chronicler Matthew Paris, who circulated tales of unruly and violent conduct by Edward's inner circle, which raised questions about his personal qualities. ### Early ambitions Edward showed independence in political matters as early as 1255, when he sided with the Soler family in Gascony in their conflict with the Colomb family. This ran contrary to his father's policy of mediation between the local factions. In May 1258, a group of magnates drew up a document for reform of the King's government – the so-called Provisions of Oxford – largely directed against the Lusignans. Edward stood by his political allies and strongly opposed the Provisions. The reform movement succeeded in limiting the Lusignan influence, and Edward's attitude gradually changed. In March 1259, he entered into a formal alliance with one of the main reformers, Richard de Clare, 6th Earl of Gloucester and on 15 October announced that he supported the barons' goals, and their leader, the Earl of Leicester. The motive behind Edward's change of heart could have been purely pragmatic: the Earl of Leicester was in a good position to support his cause in Gascony. When the King left for France in November, Edward's behaviour turned into pure insubordination. He made several appointments to advance the cause of the reformers, and his father believed that Edward was considering a coup d'état. When Henry returned from France, he initially refused to see his son, but through the mediation of Richard of Cornwall and Boniface, Archbishop of Canterbury, the two were eventually reconciled. Edward was sent abroad to France, and in November 1260 he again united with the Lusignans, who had been exiled there. Back in England, early in 1262, Edward fell out with some of his former Lusignan allies over financial matters. The next year, King Henry sent him on a campaign in Wales against the Welsh prince Llywelyn ap Gruffudd, but Edward's forces were besieged in northern Wales and achieved only limited results. Around the same time, Leicester, who had been out of the country since 1261, returned to England and reignited the baronial reform movement. As the King seemed ready to give in to the barons' demands, Edward began to take control of the situation. From his previously unpredictable and equivocating attitude, he changed to one of firm devotion to protection of his father's royal rights. He reunited with some of the men he had alienated the year before – including Henry of Almain and John de Warenne, 6th Earl of Surrey – and retook Windsor Castle from the rebels. Through the arbitration of King Louis IX of France an agreement was made between the two parties. This Mise of Amiens was largely favourable to the royalist side and would cause further conflict. ## Civil war and crusades, 1264–1273 ### Second Barons' War The years 1264–1267 saw the conflict known as the Second Barons' War, in which baronial forces led by the Earl of Leicester fought against those who remained loyal to the King. Edward initiated the armed conflict by capturing the rebel-held city of Gloucester. When Robert de Ferrers, 6th Earl of Derby, came to the assistance of the baronial forces, Edward negotiated a truce with the Earl. Edward later broke the terms of the agreement. He then captured Northampton from Simon de Montfort the Younger before embarking on a retaliatory campaign against Derby's lands. The baronial and royalist forces met at the Battle of Lewes, on 14 May 1264. Edward, commanding the right wing, performed well, and soon defeated the London contingent of the Earl of Leicester's forces. Unwisely, he pursued the scattered enemy, and on his return found the rest of the royal army defeated. By the Mise of Lewes, Edward and his cousin Henry of Almain were given up as hostages to Leicester. Edward remained in captivity until March 1265, and even after his release he was kept under strict surveillance. In Hereford, he escaped on 28 May while out riding and joined up with Gilbert de Clare, 7th Earl of Gloucester, who had recently defected to the King's side. The Earl of Leicester's support was now dwindling, and Edward retook Worcester and Gloucester with little effort. Meanwhile, Leicester had made an alliance with Llywelyn and started moving east to join forces with his son Simon. Edward made a surprise attack at Kenilworth Castle, where the younger Montfort was quartered, before moving on to cut off the Earl of Leicester. The two forces then met at the Battle of Evesham, on 4 August 1265. The Earl of Leicester stood little chance against the superior royal forces, and after his defeat he was killed and mutilated on the field. Through such episodes as the deception of Derby at Gloucester, Edward acquired a reputation as untrustworthy. During the summer campaign he began to learn from his mistakes and gained the respect and admiration of contemporaries through actions such as showing clemency towards his enemies. The war did not end with the Earl of Leicester's death, and Edward participated in the continued campaigning. At Christmas, he came to terms with Simon the Younger and his associates at the Isle of Axholme in Lincolnshire, and in March he led a successful assault on the Cinque Ports. A contingent of rebels held out in the virtually impregnable Kenilworth Castle and did not surrender until the drafting of the conciliatory Dictum of Kenilworth in October 1266. In April it seemed as if the Earl of Gloucester would take up the cause of the reform movement, and civil war would resume, but after a renegotiation of the terms of the Dictum of Kenilworth, the parties came to an agreement. Around this time, Edward was made steward of England and began to exercise influence in the government. He was also appointed Lord Warden of the Cinque Ports in 1265. Despite this, he was little involved in the settlement negotiations following the wars. His main focus was on planning his forthcoming crusade. ### Crusade and accession Edward pledged himself to undertake a crusade in an elaborate ceremony on 24 June 1268, with his brother Edmund Crouchback and cousin Henry of Almain. Some of Edward's former adversaries, such as John de Vescy and the 7th Earl of Gloucester, similarly committed themselves, although some, like Gloucester, did not ultimately participate. With the country pacified, the greatest impediment to the project was acquiring sufficient finances. King Louis IX of France, who was the leader of the crusade, provided a loan of about £17,500. This was not enough, and the rest had to be raised through a direct tax on the laity, which had not been levied since 1237. In May 1270, Parliament granted a tax of one-twentieth of all movable property; in exchange the King agreed to reconfirm the Magna Carta, and to impose restrictions on Jewish money lending. On 20 August Edward sailed from Dover for France. Historians have not determined the size of his accompanying force with any certainty, but it was probably fewer than 1000 men, including around 225 knights. Originally, the Crusaders intended to relieve the beleaguered Christian stronghold of Acre in Palestine, but King Louis and his brother Charles of Anjou, the king of Sicily, decided to attack the emirate of Tunis to establish a stronghold in North Africa. The plans failed when the French forces were struck by an epidemic which, on 25 August, killed Louis himself. By the time Edward arrived at Tunis, Charles had already signed a treaty with the Emir, and there was little to do but return to Sicily. Further military action was postponed until the following spring, but a devastating storm off the coast of Sicily dissuaded both Charles and Philip III, Louis' successor, from any further campaigning. Edward decided to continue alone, and on 9 May 1271 he finally landed at Acre. The Christian situation in the Holy Land was precarious. Jerusalem had been reconquered by the Muslims in 1244, and Acre was now the centre of the Kingdom of Jerusalem. The Muslim states were on the offensive under the Mamluk leadership of Baibars, and were threatening Acre. Though Edward's men were an important addition to the garrison, they stood little chance against Baibars' superior forces, and an initial raid at nearby St Georges-de-Lebeyne in June was largely futile. An embassy to the Ilkhan Abaqa of the Mongols helped bring about an attack on Aleppo in the north, which distracted Baibars' forces. The Mongol invasion ultimately failed. In November, Edward led a raid on Qaqun, which could have served as a bridgehead to Jerusalem, but this was unsuccessful. The situation in Acre grew desperate, and in May 1272 Hugh III of Cyprus, who was the nominal king of Jerusalem, signed a ten-year truce with Baibars. Edward was initially defiant, but in June 1272 he was the victim of an assassination attempt by a member of the Syrian Order of Assassins, supposedly ordered by Baibars. Although he managed to kill the assassin, he was struck in the arm by a dagger feared to be poisoned, and was severely weakened over the following months. This finally persuaded Edward to abandon the campaign. It was not until 24 September 1272 that Edward left Acre. Shortly after arriving in Sicily, he was met with the news that his father had died on 16 November. Edward was deeply saddened by this news, but rather than hurrying home at once, he made a leisurely journey northwards. This was due partly to his still-poor health, but also to a lack of urgency. The political situation in England was stable after the mid-century upheavals, and Edward was proclaimed king after his father's death, rather than at his own coronation, as had until then been customary. In Edward's absence, the country was governed by a royal council, led by Robert Burnell. Edward passed through Italy and France, visiting Pope Gregory X and paying homage to Philip III in Paris for his French domains. Edward travelled by way of Savoy to receive homage from his uncle Count Philip I for castles in the Alps held by a treaty of 1246. Edward then journeyed to Gascony to order its affairs and put down a revolt headed by Gaston de Béarn. While there, he launched an investigation into his feudal possessions, which, as Hamilton puts it, reflects "Edward's keen interest in administrative efficiency ... [and] reinforced Edward's position as lord in Aquitaine and strengthened the bonds of loyalty between the king-duke and his subjects". Around the same time, the King organised political alliances with the kingdoms in Iberia. His four-year-old daughter Eleanor was promised in marriage to Alfonso, the heir to the Kingdom of Aragon, and Edward's heir Henry was betrothed to Joan, heiress to the Kingdom of Navarre. Neither union would come to fruition. Only on 2 August 1274 did Edward return to England, landing at Dover. The thirty-five-year-old king held his coronation on 19 August at Westminster Abbey, alongside Queen Eleanor. Immediately after being anointed and crowned by Robert Kilwardby, the Archbishop of Canterbury, Edward removed his crown, saying that he did not intend to wear it again until he had recovered all the crown lands that his father had surrendered during his reign. ## Early reign, 1274–1296 ### Conquest of Wales Llywelyn ap Gruffudd enjoyed an advantageous situation in the aftermath of the Barons' War. The 1267 Treaty of Montgomery recognised his ownership of land he had conquered in the Four Cantrefs of Perfeddwlad and his title of Prince of Wales. Armed conflicts nevertheless continued, in particular with certain dissatisfied Marcher Lords, such as the Earl of Gloucester, Roger Mortimer and Humphrey de Bohun, 3rd Earl of Hereford. Problems were exacerbated when Llywelyn's younger brother Dafydd and Gruffydd ap Gwenwynwyn of Powys, after failing in an assassination attempt against Llywelyn, defected to the English in 1274. Citing ongoing hostilities and Edward's harbouring of his enemies, Llywelyn refused to do homage to the King. For Edward, a further provocation came from Llywelyn's planned marriage to Eleanor, daughter of Simon de Montfort the Elder. In November 1276, Edward declared war. Initial operations were launched under the captaincy of Mortimer, Edward's brother Edmund, Earl of Lancaster, and William de Beauchamp, 9th Earl of Warwick. Support for Llywelyn was weak among his own countrymen. In July 1277 Edward invaded with a force of 15,500, of whom 9,000 were Welshmen. The campaign never came to a major battle, and Llywelyn soon realised he had no choice but to surrender. By the Treaty of Aberconwy in November 1277, he was left only with the land of Gwynedd, though he was allowed to retain the title of Prince of Wales. When war broke out again in 1282, it was an entirely different undertaking. For the Welsh, this war was over national identity, enjoying wide support, provoked particularly by attempts to impose English law on Welsh subjects. For Edward, it became a war of conquest rather than simply a punitive expedition, like the former campaign. The war started with a rebellion by Dafydd, who was discontented with the reward he had received from Edward in 1277. Llywelyn and other Welsh chieftains soon joined in, and initially the Welsh experienced military success. In June, Gloucester was defeated at the Battle of Llandeilo Fawr. On 6 November, while John Peckham, Archbishop of Canterbury, was conducting peace negotiations, Edward's commander of Anglesey, Luke de Tany, decided to carry out a surprise attack. A pontoon bridge had been built to the mainland, but shortly after Tany and his men crossed over, they were ambushed by the Welsh and suffered heavy losses at the Battle of Moel-y-don. The Welsh advances ended on 11 December, when Llywelyn was lured into a trap and killed at the Battle of Orewin Bridge. The conquest of Gwynedd was complete with the capture in June 1283 of Dafydd, who was taken to Shrewsbury and executed as a traitor the following autumn; Edward ordered Dafydd's head to be publicly exhibited on London Bridge. Further rebellions occurred in 1287–88 and, more seriously, in 1294, under the leadership of Madog ap Llywelyn, a distant relative of Llywelyn ap Gruffudd. This last conflict demanded the King's own attention, but in both cases the rebellions were put down. By the 1284 Statute of Rhuddlan, the principality of Wales was incorporated into England and was given an administrative system like the English, with counties policed by sheriffs. English law was introduced in criminal cases, though the Welsh were allowed to maintain their own customary laws in some cases of property disputes. After 1277, and increasingly after 1283, Edward embarked on a project of English settlement of Wales, creating new towns like Flint, Aberystwyth and Rhuddlan. Their new residents were English migrants, the local Welsh being banned from living inside them, and many were protected by extensive walls. An extensive project of castle-building was also initiated, under the direction of James of Saint George, a prestigious architect whom Edward had met in Savoy on his return from the crusade. These included the Beaumaris, Caernarfon, Conwy and Harlech castles, intended to act both as fortresses and royal palaces for the King. His programme of castle building in Wales heralded the introduction of the widespread use of arrowslits in castle walls across Europe, drawing on Eastern architectural influences. Also a product of the Crusades was the introduction of the concentric castle, and four of the eight castles Edward founded in Wales followed this design. The castles drew on imagery associated with the Byzantine Empire and King Arthur in an attempt to build legitimacy for his new regime, and they made a clear statement about Edward's intention to rule Wales permanently. In 1284, King Edward had his son Edward (later Edward II) born at Caernarfon Castle, probably to make a deliberate statement about the new political order in Wales. David Powel, a 16th-century clergyman, suggested that the baby was offered to the Welsh as a prince "that was borne in Wales and could speake never a word of English", but there is no evidence to support this widely reported account. In 1301 at Lincoln, the young Edward became the first English prince to be invested with the title of Prince of Wales, when the King granted him the Earldom of Chester and lands across North Wales. The King seems to have hoped that this would help in the pacification of the region, and that it would give his son more financial independence. ### Diplomacy and war on the Continent Edward never again went on crusade after his return to England in 1274, but he maintained an intention to do so, and in 1287 took a vow to go on another Crusade. This intention guided much of his foreign policy, until at least 1291. To stage a European-wide crusade, it was essential to prevent conflict between the sovereigns on the Continent. A major obstacle to this was represented by the conflict between the French Capetian House of Anjou ruling southern Italy and the Kingdom of Aragon in Spain. In 1282, the citizens of Palermo rose up against Charles of Anjou and turned for help to Peter III of Aragon, in what has become known as the Sicilian Vespers. In the war that followed, Charles of Anjou's son, Charles of Salerno, was taken prisoner by the Aragonese. The French began planning an attack on Aragon, raising the prospect of a large-scale European war. To Edward, it was imperative that such a war be avoided, and in Paris in 1286 he brokered a truce between France and Aragon that helped secure Charles's release. As far as the crusades were concerned, Edward's efforts proved ineffective. A devastating blow to his plans came in 1291, when the Mamluks captured Acre, the last Christian stronghold in the Holy Land. Edward had long been deeply involved in the affairs of his own Duchy of Gascony. In 1278 he assigned an investigating commission to his trusted associates Otto de Grandson and the chancellor Robert Burnell, which caused the replacement of the seneschal Luke de Tany. In 1286, Edward visited the region himself and stayed for almost three years. The perennial problem was the status of Gascony within the Kingdom of France, and Edward's role as the French king's vassal. On his diplomatic mission in 1286, Edward had paid homage to the new king, Philip IV, but in 1294 Philip declared Gascony forfeit when Edward refused to appear before him in Paris to discuss the recent conflict between English, Gascon, and French sailors that had resulted in several French ships being captured, along with the sacking of the French port of La Rochelle. Correspondence between Edward and the Mongol court of the east continued during this time. Diplomatic channels between the two had begun during Edward's time on crusade, regarding a possible alliance to retake the Holy Land for Europe. Edward received Mongol envoys at his court in Gascony while there in 1287, and one of their leaders, Rabban Bar Sauma, recorded an extant account of the interaction. Other embassies arrived in Europe in 1289 and 1290, the former relaying Ilkhan Abaqa's offer to join forces with the crusaders and supply them with horses. Edward responded favourably, declaring his intent to embark on a journey to the east once he obtained papal approval. Although this would not materialise, the King's decision to send Geoffrey of Langley as his ambassador to the Mongols revealed that he was seriously considering the prospective Mongol alliance. Eleanor of Castile died on 28 November 1290. The couple loved each other, and like his father, Edward was very devoted to his wife and was faithful to her throughout their marriage. He was deeply affected by her death, and displayed his grief by erecting twelve so-called Eleanor crosses, one at each place where her funeral cortège stopped for the night. As part of the peace accord between England and France in 1294, it was agreed that Edward should marry Philip IV's half-sister Margaret, but the marriage was delayed by the outbreak of war. Edward made alliances with the German king, the counts of Flanders and Guelders, and the Burgundians, who would attack France from the north. The alliances proved volatile and Edward was facing trouble at home at the time, both in Wales and Scotland. It was not until August 1297 that he was finally able to sail for Flanders, at which time his allies there had already suffered defeat. The support from Germany never materialised, and Edward was forced to seek peace. His marriage to Margaret in 1299 ended the war, but the whole affair had proven both costly and fruitless for the English. French possession of Gascony would not end until 1303, at which point it was partially returned to the English crown. ### Great Cause The relationship between England and Scotland by the 1280s was one of relatively harmonious coexistence. The issue of homage did not reach the same level of controversy as it did in Wales; in 1278 King Alexander III of Scotland paid homage to Edward, who was his brother-in-law, but apparently only for the lands he held in England. Problems arose only with the Scottish succession crisis of the early 1290s. When Alexander died in 1286, he left as heir to the Scottish throne Margaret, his three-year-old granddaughter and sole surviving descendant. By the Treaty of Birgham, it was agreed that Margaret should marry King Edward's six-year-old son Edward of Carnarvon, though Scotland would remain free of English overlordship. Margaret, by now seven years of age, sailed from Norway for Scotland in the autumn of 1290, but fell ill on the way and died in Orkney. This left the country without an obvious heir, and led to the succession dispute known to history as the Great Cause. Even though as many as fourteen claimants put forward their claims to the title, the foremost competitors were John Balliol and Robert de Brus, 5th Lord of Annandale. The Scottish magnates made a request to Edward to conduct the proceedings and administer the outcome, but not to arbitrate in the dispute. The actual decision would be made by 104 auditors – 40 appointed by Balliol, 40 by Brus and the remaining 24 selected by Edward from senior members of the Scottish political community. At Birgham, with the prospect of a personal union between the two realms, the question of suzerainty had not been of great importance to Edward. Now he insisted that, if he were to settle the contest, he had to be fully recognised as Scotland's feudal overlord. The Scots were reluctant to make such a concession, and replied that since the country had no king, no one had the authority to make this decision. This problem was circumvented when the competitors agreed that the realm would be handed over to Edward until a rightful heir had been found. After a lengthy hearing, a decision was made in favour of John Balliol on 17 November 1292. Even after Balliol's accession, Edward still continued to assert his authority over Scotland. Against the objections of the Scots, he agreed to hear appeals on cases ruled on by the court of guardians that had governed Scotland during the interregnum. A further provocation came in a case brought by Macduff, son of Malcolm II, Earl of Fife, in which Edward demanded that Balliol appear in person before the English Parliament to answer the charges. This the Scottish King did, but the final straw was Edward's demand that the Scottish magnates provide military service in the war against France. This was unacceptable; the Scots instead formed an alliance with France and launched an unsuccessful attack on Carlisle. Edward responded by invading Scotland in 1296 and taking the town of Berwick-upon-Tweed in a particularly bloody attack. At the Battle of Dunbar, Scottish resistance was effectively crushed. Edward confiscated the Stone of Destiny – the Scottish coronation stone – and brought it to Westminster, placing it in what became known as King Edward's Chair; he deposed Balliol and placed him in the Tower of London, and installed Englishmen to govern the country. The campaign had been very successful, but the English triumph would be only temporary. ## Government and law ### Character as king Edward had a reputation for a fierce and sometimes unpredictable temper, and he could be intimidating; one story tells of how the Dean of St Paul's, wishing to confront Edward over the high level of taxation in 1295, fell down and died once he was in the King's presence, and one 14th-century chronicler attributed the death of Archbishop Thomas of York to the King's harsh conduct towards him. When Edward of Caernarfon demanded an earldom for his favourite Piers Gaveston, the King erupted in anger and supposedly tore out handfuls of his son's hair. Some of his contemporaries considered Edward frightening, particularly in his early days. The Song of Lewes in 1264 described him as a leopard, an animal regarded as particularly powerful and unpredictable. At times, Edward exhibited a gentler disposition, and was known to be devoted to his large family. He was close to his daughters, and frequently lavished expensive gifts on them whenever they visited court. Despite his harsh disposition, Edward's contemporaries considered him an able, even an ideal, king. Though not loved by his subjects, he was feared and respected, as reflected in the fact that there were no armed rebellions in England during his reign. Edward met contemporary expectations of kingship in his role as an able, determined soldier and in his embodiment of shared chivalric ideals. In religious observance he also fulfilled the expectations of his age: he attended chapel regularly, gave alms generously and showed a fervent devotion to the Virgin Mary and Saint Thomas Becket. Like his father, Edward was a keen participant in the tradition of the royal touch, which had the supposed effect of curing those who were touched from scrofula. Contemporary records suggest that the King touched upwards of a thousand people each year. Despite his personal piety, Edward was frequently in conflict with the Archbishops of Canterbury who served during his reign. Relations with the Papacy were at times no better, Edward coming into conflict with Rome over the issue of ecclesiastical taxation. Edward took a keen interest in the stories of King Arthur, which were highly popular in Europe during his reign. In 1278 he visited Glastonbury Abbey to open what was then believed to be the tomb of Arthur and Guinevere, recovering "Arthur's crown" from Llywelyn after the conquest of North Wales; his castle-building campaign in Wales drew upon the Arthurian myths in their design and location. He held "Round Table" events in 1284 and 1302, involving tournaments and feasting, and chroniclers compared him and the events at his court to Arthur. In some cases Edward appears to have used his interest in the Arthurian myths to serve his own political interests, including legitimising his rule in Wales and discrediting the Welsh belief that Arthur might return as their political saviour. ### Administration and the law Soon after assuming the throne, Edward set about restoring order and re-establishing royal authority after the troubled reign of his father. To accomplish this, he immediately ordered an extensive change of administrative personnel. The most important of these was the designation of Robert Burnell as chancellor in 1274, a man who would remain in the post until 1292 as one of the King's closest associates. The same year as Burnell's appointment, Edward replaced most local officials, such as the escheators and sheriffs. This last measure was taken in preparation for an extensive inquest covering all of England, that would hear complaints about abuse of power by royal officers. The second purpose of the inquest was to establish what land and rights the Crown had lost during the reign of Henry III. The inquest produced a set of census documents called the Hundred Rolls. These have been likened to the 11th-century Domesday Book, and they formed the basis for the later legal inquiries called the Quo warranto proceedings. The purpose of these inquiries was to establish by what warrant (Latin: Quo warranto) liberties were held. If the defendant could not produce a royal licence to prove the grant of the liberty, then it was the Crown's opinion – based on the writings of the influential thirteenth-century legal scholar Henry de Bracton – that the liberty should revert to the King. Both the Statute of Westminster 1275 and Statute of Westminster 1285 codified the existing law in England. By enacting the Statute of Gloucester in 1278 the King challenged baronial rights through a revival of the system of general eyres (royal justices to go on tour throughout the land) and through a significant increase in the number of pleas of quo warranto to be heard by such eyres. This caused great consternation among the aristocracy, who insisted that long use in itself constituted licence. A compromise was eventually reached in 1290, whereby a liberty was considered legitimate as long as it could be shown to have been exercised since the coronation of Richard the Lionheart in 1189. Royal gains from the Quo warranto proceedings were insignificant as few liberties were returned to the King, but he had nevertheless won a significant victory by establishing the principle that all liberties emanated from the Crown. The 1290 statute of Quo warranto was only one part of a wider legislative reform, which was one of the most important contributions of Edward's reign. This era of legislative action had started already at the time of the baronial reform movement; the Statute of Marlborough (1267) contained elements both of the Provisions of Oxford and the Dictum of Kenilworth. The compilation of the Hundred Rolls was followed shortly after by the issue of Westminster I (1275), which asserted the royal prerogative and outlined restrictions on liberties. The Statutes of Mortmain (1279) addressed the issue of land grants to the Church. The first clause of Westminster II (1285), known as De donis conditionalibus, dealt with family settlement of land, and entails. The Statute of Merchants (1285) established firm rules for the recovery of debts, and the Statute of Winchester (1285) dealt with security and peacekeeping on a local level by bolstering the existing police system. Quia emptores (1290) – issued along with Quo warranto – set out to remedy land ownership disputes resulting from alienation of land by subinfeudation. The age of the great statutes largely ended with the death of Robert Burnell in 1292. ### Finances, the expulsion of Jews, and Parliament Edward's reign saw an overhaul of the coinage system, which was in a poor state by 1279. Compared to the coinage already circulating at the time of Edward's accession, the new coins issued proved to be of superior quality. In addition to minting pennies, halfpences and farthings, a new denomination called the groat (which proved to be unsuccessful) was introduced. The coinmaking process itself was also improved. The moneyer William Turnemire introduced a novel method of minting coins that involved cutting blank coins from a silver rod, in contrast with the old practice of stamping them out from sheets; this technique proved to be efficient. The practice of minting coins with the moneyer's name on them became obsolete under Edward's rule because England's mint administration became far more centralised under the Crown's authority. During this time, English coins were frequently counterfeited on the Continent, especially the Low Countries, and despite a ban in 1283, English coinage was secretly exported to the European continent. In August 1280, Edward forbade the usage of the old long cross coinage, which forced the populace to switch to the newly minted versions. Records indicate that the coinage overhaul successfully provided England with a stable currency. Edward's frequent military campaigns put a great financial strain on the nation. There were several ways through which the King could raise money for war, including customs duties, money borrowing and lay subsidies, which were taxes collected at a certain fraction of the moveable property of all laymen who held such assets. In 1275, Edward negotiated an agreement with the domestic merchant community that secured a permanent duty on wool, England's primary export. In 1303, a similar agreement was reached with foreign merchants, in return for certain rights and privileges. The revenues from the customs duty were handled by the Riccardi, a group of bankers from Lucca in Italy. This was in return for their service as moneylenders to the crown, which helped finance the Welsh Wars. When the war with France broke out, the French king confiscated the Riccardi's assets, and the bank went bankrupt. After this, the Frescobaldi of Florence took over the role as money lenders to the English crown. Another source of crown income was represented by the English Jews. The Jews were the King's personal property, and he was free to tax them at will. By 1280, the Jews had been exploited to a level at which they were no longer of much financial use to the crown, but they could still be used in political bargaining. Their loan-with-interest business – a practice forbidden to Christians – had made many people indebted to them and caused general popular resentment. In 1275, Edward had issued the Statute of the Jewry, which outlawed loan with interest and encouraged the Jews to take up other professions; in 1279, in the context of a crack-down on coin-clippers, he arrested all the heads of Jewish households in England and had around 300 of them executed. In 1280, he ordered all Jews to attend special sermons, preached by Dominican friars, with the hope of persuading them to convert, but these exhortations were not followed. The final attack on the Jews in England came in the Edict of Expulsion in 1290, whereby Edward formally expelled all Jews from England. This not only generated revenues through royal appropriation of Jewish loans and property, but it also gave Edward the political capital to negotiate a substantial lay subsidy in the 1290 Parliament. The expulsion, which was reversed in the 1650s, followed a precedent set by other European rulers, including Philip II of France, John I, Duke of Brittany and Louis IX of France. Edward held Parliament on a regular basis throughout his reign. In 1295, a significant change occurred. For this Parliament, as well as the secular and ecclesiastical lords, two knights from each county and two representatives from each borough were summoned. The representation of commons in Parliament was nothing new; what was new was the authority under which these representatives were summoned. Whereas previously the commons had been expected simply to assent to decisions already made by the magnates, it was now proclaimed that they should meet with the full authority (plena potestas) of their communities, to give assent to decisions made in Parliament. The King now had full backing for collecting lay subsidies from the entire population. Whereas Henry III had only collected four of these in his reign, Edward collected nine. This format eventually became the standard for later Parliaments, and historians have named the assembly the "Model Parliament", a term first introduced by the English historian William Stubbs. ## Later reign, 1297–1307 ### Constitutional crisis The incessant warfare of the 1290s put a great financial demand on Edward's subjects. Whereas the King had levied only three lay subsidies until 1294, four such taxes were granted in the years 1294–1297, raising over £200,000. Along with this came the burden of prises, seizure of wool and hides, and the unpopular additional duty on wool, dubbed the maltolt ("unjustly taken"). The fiscal demands on the King's subjects caused resentment, which eventually led to serious political opposition. The initial resistance was caused not by the lay taxes, but by clerical subsidies. In 1294, Edward made a demand of a grant of one-half of all clerical revenues. There was some resistance, but the King responded by threatening opponents with outlawry, and the grant was eventually made. At the time, Robert Winchelsey, the designated Archbishop of Canterbury, was in Italy to receive consecration. Winchelsey returned in January 1295 and had to consent to another grant in November of that year. In 1296, his position changed when he received the papal bull Clericis laicos. This bull prohibited the clergy from paying taxes to lay authorities without explicit consent from the Pope. When the clergy, with reference to the bull, refused to pay, Edward responded with outlawry. Winchelsey was presented with a dilemma between loyalty to the King and upholding the papal bull, and he responded by leaving it to every individual clergyman to pay as he saw fit. By the end of the year, a solution was offered by the new papal bull Etsi de statu, which allowed clerical taxation in cases of pressing urgency. This allowed Edward to collect considerable sums by taxing the English clergy. Opposition from the laity took longer to surface. This resistance focused on two things: the King's right to demand military service and his right to levy taxes. At the Salisbury Parliament of February 1297, the Earl Marshal Roger Bigod, 5th Earl of Norfolk, objected to a royal summons of military service. Bigod argued that the military obligation only extended to service alongside the King; if the King intended to sail to Flanders, he could not send his subjects to Gascony. In July, Bigod and Humphrey de Bohun, 3rd Earl of Hereford and Constable of England, drew up a series of complaints known as the Remonstrances, in which objections to the extortionate level of taxation were voiced. Undeterred, Edward requested another lay subsidy. This one was particularly provocative, because the King had sought consent from only a small group of magnates, rather than from representatives of the communities in Parliament. While Edward was in Winchelsea, preparing for the campaign in Flanders, Bigod and de Bohun arrived at the Exchequer to prevent the collection of the tax. As the King left the country with a greatly reduced force, the kingdom seemed to be on the verge of civil war. The English defeat by the Scots at the Battle of Stirling Bridge resolved the situation. The renewed threat to the homeland gave king and magnates common cause. Edward signed the Confirmatio cartarum – a confirmation of the Magna Carta and its accompanying Charter of the Forest – and the nobility agreed to serve with the King on a campaign in Scotland. Edward's problems with the opposition did not end with the Scottish campaign. Over the following years he would be held to the promises he had made, in particular that of upholding the Charter of the Forest. In the Parliament of 1301, the King was forced to order an assessment of the royal forests, but in 1305 he obtained a papal bull that freed him from this concession. Ultimately, it was a change in personnel that spelt the end of the opposition against Edward. De Bohun died late in 1298, after returning from the Scottish campaign. In 1302 Bigod arrived at an agreement with the King that was beneficial for both: Bigod, who had no children, made Edward his heir, in return for a generous annual grant. Edward finally got his revenge on Winchelsey, who had been opposed to the King's policy of clerical taxation, in 1305, when Clement V was elected pope. Clement was a Gascon sympathetic to the King, and on Edward's instigation had Winchelsey suspended from office. ### Return to Scotland Edward believed that he had completed the conquest of Scotland when he left the country in 1296, but resistance soon emerged under the leadership of Andrew de Moray in the north and William Wallace in the south. On 11 September 1297, a large English force under the leadership of John de Warenne, 6th Earl of Surrey, and Hugh de Cressingham was routed by a much smaller Scottish army led by Wallace and Moray at the Battle of Stirling Bridge. The defeat sent shockwaves into England, and preparations for a retaliatory campaign started immediately. Soon after Edward returned from Flanders, he headed north. On 22 July 1298, in the only major battle he had fought since Evesham in 1265, Edward defeated Wallace's forces at the Battle of Falkirk. Edward underestimated the gravity of the ever-changing military condition in the north and was not able to take advantage of the momentum; the next year the Scots managed to recapture Stirling Castle. Even though Edward campaigned in Scotland both in 1300, when he successfully besieged Caerlaverock Castle and in 1301, the Scots refused to engage in open battle again, preferring instead to raid the English countryside in smaller groups. The Scots appealed to Pope Boniface VIII to assert a papal claim of overlordship to Scotland in place of the English. His papal bull addressed to King Edward in these terms was firmly rejected on Edward's behalf by the Barons' Letter of 1301. The English managed to subdue the country by other means: in 1303, a peace agreement was reached between England and France, effectively breaking up the Franco-Scottish alliance. Robert the Bruce, the grandson of the claimant to the crown in 1291, had sided with the English in the winter of 1301–02. By 1304, most of the other nobles of the country had also pledged their allegiance to Edward, and this year the English also managed to re-take Stirling Castle. A great propaganda victory was achieved in 1305 when Wallace was betrayed by Sir John de Menteith and turned over to the English, who had him taken to London where he was publicly executed. With Scotland largely under English control, Edward installed Englishmen and collaborating Scots to govern the country. The situation changed again on 10 February 1306, when Robert the Bruce murdered his rival John Comyn, and a few weeks later, on 25 March, was crowned King of Scotland. Bruce now embarked on a campaign to restore Scottish independence, and this campaign took the English by surprise. Edward was suffering ill health by this time, and instead of leading an expedition himself, he gave different military commands to Aymer de Valence, 2nd Earl of Pembroke, and Henry Percy, 1st Baron Percy, while the main royal army was led by the Prince of Wales. The English initially met with success; on 19 June, Aymer de Valence routed Bruce at the Battle of Methven. Bruce was forced into hiding, and the English forces recaptured their lost territory and castles. Edward acted with unusual brutality against Bruce's family, allies, and supporters. His sister, Mary, was imprisoned in a cage at Roxburgh Castle for four years. Isabella MacDuff, Countess of Buchan, who had crowned Bruce, was held in a cage at Berwick Castle. His younger brother Neil was executed by being hanged, drawn, and quartered; he had been captured after he and his garrison held off Edward's forces who had been seeking his wife, daughter and sisters. Edward now regarded the struggle not as a war between two nations, but as the suppression of a rebellion of disloyal subjects. This brutality, though, rather than helping to subdue the Scots, had the opposite effect, and rallied growing support for Bruce. ### Death and burial In February 1307, Bruce resumed his efforts and started gathering men, and in May he defeated Valence at the Battle of Loudoun Hill. Edward, who had rallied somewhat, now moved north himself. He developed dysentery on the way, and his condition deteriorated. On 6 July he encamped at Burgh by Sands, just south of the Scottish border. When his servants came the next morning to lift him up so that he could eat, the King died in their arms. Several stories emerged about Edward's deathbed wishes; according to one tradition, he requested that his heart be carried to the Holy Land, along with an army to fight the infidels. A more dubious story tells of how he wished for his bones to be carried along on future expeditions against the Scots. Another account of his deathbed scene is more credible; according to one chronicle, Edward gathered around him Henry de Lacy, 3rd Earl of Lincoln; Guy de Beauchamp, 10th Earl of Warwick; Aymer de Valence; and Robert de Clifford, 1st Baron de Clifford, and charged them with looking after his son Edward. In particular they should make sure that Piers Gaveston, whom he had banished earlier that year, was not allowed to return to the country. This wish the son ignored, and had his favourite recalled from exile almost immediately. The new king, Edward II, remained in the north until August, but then abandoned the campaign and headed south, partially due to financial limitations. He was crowned king on 25 February 1308. Edward I's body was brought south, lying in state at Waltham Abbey, before being buried in Westminster Abbey on 27 October. There are few records of the funeral, which cost £473. Edward's tomb was an unusually plain sarcophagus of Purbeck marble, without the customary royal effigy, possibly the result of the shortage of royal funds. The Society of Antiquaries of London opened the tomb in 1774, finding that the body had been well preserved over the preceding 467 years, and took the opportunity to determine the King's original height. Traces of the Latin inscription Edwardus Primus Scottorum Malleus hic est, 1308. Pactum Serva ("Here is Edward I, Hammer of the Scots, 1308. Keep the Troth") can still be seen painted on the side of the tomb, referring to his vow to avenge the rebellion of Robert Bruce. This resulted in Edward being given the epithet the "Hammer of the Scots" by historians, but is not contemporary in origin, having been added by the Abbot John Feckenham in the 16th century. ## Legacy The first histories of Edward in the 16th and 17th centuries drew primarily on the works of the chroniclers, and made little use of the official records of the period. They limited themselves to general comments on Edward's significance as a monarch, and echoed the chroniclers' praise for his accomplishments. During the 17th century, the lawyer Edward Coke wrote extensively about Edward's legislation, terming the King the "English Justinian" after the renowned Byzantine lawmaker Justinian I. Later in the century, historians used the available record evidence to address the role of Parliament and kingship under Edward, drawing comparisons between his reign and the political strife of their own century. Eighteenth-century historians established a picture of Edward as an able, if ruthless, monarch, conditioned by the circumstances of his own time. The influential Victorian historian William Stubbs instead suggested that Edward had actively shaped national history, forming English laws and institutions, and helping England to develop a parliamentary and constitutional monarchy. His strengths and weaknesses as a ruler were considered to be emblematic of the English people as a whole. Stubbs's student, Thomas Tout, initially adopted the same perspective, but after extensive research into Edward's royal household, and backed by the research of his contemporaries into the early Parliaments of the period, he changed his mind. Tout came to view Edward as a self-interested, conservative leader, using the parliamentary system as "the shrewd device of an autocrat, anxious to use the mass of the people as a check upon his hereditary foes among the greater baronage." Historians in the 20th and 21st centuries have conducted extensive research on Edward and his reign. Most have concluded this was a highly significant period in English medieval history, some going further and describing Edward as one of the great medieval kings, although most also agree that his final years were less successful than his early decades in power. G. Templeman argued in his 1950 historiographical essay that "it is generally recognized that Edward I deserves a high place in the history of medieval England". More recently, Michael Prestwich argued that "Edward was a formidable king; his reign, with both its successes and its disappointments, a great one," and he was "without doubt one of the greatest rulers of his time", and John Gillingham suggests that "no king of England had a greater impact on the peoples of Britain than Edward I" and that "modern historians of the English state ... have always recognized Edward I's reign as pivotal." Fred Cazel similarly comments that "no-one can doubt the greatness of the reign". Most recently, Andrew Spencer has agreed with Prestwich, arguing that Edward's reign "was indeed ... a great one", and Caroline Burt states that "Edward I was without a doubt one of the greatest kings to rule England". Three major academic narratives of Edward have been produced during this period. F. M. Powicke's volumes, published in 1947 and 1953, forming the standard works on Edward for several decades, were largely positive in praising the achievements of his reign, and in particular his focus on justice and the law. In 1988, Michael Prestwich produced an authoritative biography of the King, focusing on his political career, still portraying him in sympathetic terms, but highlighting some of the consequences of his failed policies. Marc Morris's biography followed in 2008, drawing out more of the detail of Edward's personality, and generally taking a harsher view of his weaknesses and less pleasant characteristics, pointing out that modern analysts of Edward's reign denounce the King for his policies against the Jewish community in England. Considerable academic debate has taken place around the character of Edward's kingship, his political skills, and in particular his management of his earls, and the degree to which this was collaborative or repressive in nature. There is a great difference between English and Scottish historiography on King Edward. G. W. S. Barrow, in his biography of Robert the Bruce, accused Edward of ruthlessly exploiting the leaderless state of Scotland to obtain a feudal superiority over the kingdom followed by his determination to reduce it to nothing more than an English possession. Modern commentators have conflicting opinions on whether Edward's conquest of Wales was warranted. Contemporary English historians were firmly in favour of the King's campaigns there. Morris takes the position that the poor condition of Wales would have allowed England to dominate it at some point or another, whether by direct conquest or through natural deterioration. ## Family ### First marriage By his first wife Eleanor of Castile, Edward had at least fourteen children, perhaps as many as sixteen. Of these, five daughters survived into adulthood, but only one son outlived his father, becoming King Edward II (r. 1307–1327). Edward's children with Eleanor were: 1. Katherine (1261 or 1263–1264) 2. Joan (1265–1265) 3. John (1266–1271) 4. Henry (1268–1274) 5. Eleanor (1269–1298) 6. Unnamed daughter (1271–1271 or 1272) 7. Joan (1272–1307) 8. Alphonso (1273–1284) 9. Margaret (1275–1333) 10. Berengaria (1276–1277 or 1278) 11. Unnamed child (1278–1278) 12. Mary (1278–1332) 13. Elizabeth (1282–1316) 14. Edward II (1284–1327) ### Second marriage By Margaret of France, Edward had two sons, both of whom lived to adulthood, and a daughter who died as a child. His progeny by Margaret of France were: 1. Thomas (1300–1338) 2. Edmund (1301–1330) 3. Eleanor (1306–1311) A genealogy in the Hailes Abbey chronicle indicates that John Botetourt may have been Edward's illegitimate son, but the claim is unsubstantiated. ### Genealogical table ## See also - List of earls in the reign of Edward I of England - Savoyard knights in the service of Edward I
62,378,179
Uturuncu
1,152,143,557
Stratovolcano in Bolivia
[ "Pleistocene stratovolcanoes", "Potentially active volcanoes", "Six-thousanders of the Andes", "Stratovolcanoes of Bolivia", "Volcanoes of Potosí Department" ]
Uturuncu is a dormant volcano in the Sur Lípez Province of Bolivia. It is 6,008 metres (19,711 ft) high, has two summit peaks, and consists of a complex of lava domes and lava flows with a total volume estimated to be 50–85 km<sup>3</sup>. It bears traces of a former glaciation, even though it does not currently carry glaciers. Volcanic activity took place during the Pleistocene epoch and the last eruption was 250,000 years ago; since then Uturuncu has not erupted but active fumaroles occur in the summit region, between the two summits. The volcano rises within the Altiplano–Puna volcanic complex, a larger province of large volcanoes and calderas which over the last few million years (mya) have emplaced about 10000 km<sup>3</sup> of ignimbrites in sometimes very large eruptions. Underneath it lies the so-called Altiplano–Puna magmatic body, a large sill formed by partially molten rocks. Starting in 1992, satellite observations have indicated a large area of regional uplift centered on Uturuncu, which has been interpreted as an indication of large-scale magma intrusion under the volcano. This might be a prelude to large-scale volcanic activity, including "supervolcanic" activity and caldera formation. ## Geography and geomorphology Uturuncu lies in the San Pablo de Lípez municipality of the Sur Lípez area of southern Bolivia, southeast of the town of Quetena and just northeast of the Eduardo Avaroa Andean Fauna National Reserve in the Cordillera de Lípez. The region is almost uninhabited and the volcano was little known until ongoing large-scale ground deformation was discovered in the early 21st century; since then scientific interest and activity has increased, including a reconnaissance mission carried out by scientists in 2003, and numerous geophysical studies have been carried out on the volcano. The volcano has been used to reconstruct the regional history of glaciation. The term uturuncu means 'jaguar' in the Quechua language. The volcano is visible from afar. Today Uturuncu is a tourism target. It was first ascended in 1955 by Friedrich Adolf Ernest Ahlfeld (Germany), but like other volcanoes in the Puna region miners and native inhabitants may have ascended it earlier. A former sulfur mine named "Uturuncu" is situated on the mountain, close to the summit, and was considered to be one of the highest in the world. It reportedly contained reserves of 50 million tons of ore, consisting mainly of sulfur with some realgar which is dispersed among tephra deposits and contains large amounts of arsenic. A winding road that served the sulfur mine leads up the mountain, and roads pass along the northern, eastern and southwestern feet of Uturuncu. ### Structure At an elevation of 6,008 metres (19,711 ft), Uturuncu is the highest mountain in southwestern Bolivia. It dominates the regional geomorphology, rising about 1,510–1,670 metres (4,950–5,480 ft) above the surrounding terrain and there is a good view of the surrounding mountains from the summit. The volcano has two summit peaks, one 5,930 metres (19,460 ft) and the other 6,008 metres (19,711 ft) high. They are about 1 kilometre (0.62 mi) apart and separated by a saddle that is 5,700 metres (18,700 ft) high. Uturuncu is a stratovolcano with remnants of a crater, and consists of lava domes and lava flows erupted from a number of vents in the central part of the volcano. About 105 lava flows propagate outward from the central sector of the volcano, reaching lengths of 15 kilometres (9.3 mi) and featuring levees, flow ridges and steep, blocky fronts over 10 metres (33 ft) thick. The northernmost lava flow is known as Lomo Escapa and with a length of 9 kilometres (5.6 mi) it is also the largest lava flow at Uturuncu. Five lava domes south, west and northwest of the summit form a northwest–southeast trending alignment that appears to be an older volcanic system; the southern of these domes have volumes of about 1 km<sup>3</sup> and the western dome bears traces of a large collapse. The broad edifice of the volcano covers an area of about 400 square kilometres (150 sq mi) and has a volume of 85 km<sup>3</sup>–50 km<sup>3</sup>. It appears to consist entirely of lava flows and lava domes; while the occurrence of pyroclastic flow deposits was reported at first, later research has not found any evidence of explosive eruptions. Aside from volcanic deposits there are also traces of glaciation that has smoothened the slopes of Uturuncu, as well as Pleistocene and Holocene alluvium and colluvium. ### Lakes and rivers Several lakes surround Uturuncu. Mama Khumu lies on the eastern foot of Uturuncu and is bordered by steep slopes; Laguna Celeste is located northeast of Uturuncu, Chojllas southeast of the volcano and Loromayu to the south. The first two receive their inflow from Uturuncu. Beach terraces, deposits of diatomaceous earth and former shorelines are visible around the lakes. The Rio Grande de Lípez flows along the western foot of the volcano and receives tributaries which originate close to Uturuncu's northeastern foot; it eventually flows into the Salar de Uyuni. These watercourses are usually confined between steep bedrock walls and are characterized by gravelly beds, anastomosing channels and wetlands that are used to keep llamas and sheep. ## Geology ### Regional The eastward subduction of the Nazca Plate beneath the South American Plate has generated three volcanic belts within the Andes, including the Central Volcanic Zone, which spans parts of Peru, Chile, Bolivia and Argentina and includes Uturuncu. Aside from Uturuncu, it includes about 69 Holocene volcanoes in a high elevation region, such as the potentially active volcanoes Irruputuncu, Olca-Paruma, Aucanquilcha, Ollagüe, Azufre, San Pedro, Putana, Sairecabur, Licancabur, Guayaques, Colachi and Acamarachi. ### Local Uturuncu has formed about 100 kilometres (62 mi) east of the main volcanic front in the Western Cordillera, in a terrain formed by various volcanic and sedimentary rocks of Miocene to Quaternary age. The region is characterized by the Altiplano high plateau, which reaches an elevation of 4,000 metres (13,000 ft) and is only exceeded by Tibet in dimension. The Vilama (8.41 mya old) and Guacha (5.65 mya old) ignimbrites underlie the volcano and crop out in the Quetena River valley. The Vilama lavas (4 mya old) are found southwest of Uturuncu and are partly buried by the volcano. The crust in the region is about 65 kilometres (40 mi) thick. Volcanic activity in the area occurred between 15 and 10 mya ago. Cerro San Antonio, a Miocene volcano with a westward-opening collapse scar, lies just north of Uturuncu. It is heavily eroded and 3 mya old. Other volcanoes from east counterclockwise to west are the Cerro Panizos caldera, Cerro Lípez, Suni K'ira and Quetena volcanoes as well as many more minor volcanic centres. Many of them formed along northwest–southeast trending lineaments such as the Lipez-Coranzuli and Pastos Grandes-Cojina lineament that passes through Uturuncu. ### Geologic history and Altiplano–Puna volcanic complex The geological history of the region is complex. After subduction commenced in the Jurassic, 26 mya ago the breakup of the Farallon Plate into the Cocos Plate and the Nazca Plate was accompanied by an increased subduction rate and the onset of the Andean Orogeny. This subduction process at first involved a relatively flat descent of the Nazca Plate until 12 mya ago, after which it steepened. The Altiplano–Puna volcanic complex formed beginning 10 mya ago, with a volcanic flare-up occurring during the Miocene. The complex covers an area between 50,000 square kilometres (19,000 sq mi) and 70,000 square kilometres (27,000 sq mi) of the Altiplano-Puna in Argentina, Bolivia and Chile and consists of a number of calderas, composite volcanoes and about 10000 km<sup>3</sup> of ignimbrite. Uturuncu lies at its centre but unlike it most surrounding volcanic systems have been characterized by explosive eruptions, including several so-called "supereruptions" with Volcanic Explosivity Indexes of 8 at Cerro Guacha, La Pacana, Pastos Grandes and Vilama. Over 50 volcanoes in the region are potentially active. Within the last two mya, the Laguna Colorada, Tatio and Puripica Chico ignimbrites were erupted in the surrounding terrain. The Atana (4 mya old) and Pastos Grandes (3 mya old) ignimbrites are other large ignimbrites in the area while the San Antonio ignimbrite (10.33 ± 0.64 mya old) is more sparse. The Altiplano–Puna volcanic complex is underpinned at about 20 kilometres (12 mi) depth by a wide magmatic sill where rocks are partially molten, the Altiplano–Puna magmatic body. Its existence has been established with various techniques; it extends over an area of 50,000 square kilometres (19,000 sq mi) and has a volume of about 500000 km<sup>3</sup> with a thickness variously estimated at 1–20 kilometres (0.62–12.43 mi); about 20-30% of its volume is melt. It has been referred to as the largest reservoir of magma in the continental crust of Earth. The Altiplano–Puna magmatic body is the source of magmas for many of the volcanoes in the Altiplano–Puna volcanic complex. Its magma is extremely water-rich, consisting of about 10% water by weight; in addition, about 500000 km<sup>3</sup> of brine are contained in the rocks underneath Uturuncu. ### Composition and magma genesis Uturuncu has erupted dacite (as well as andesite in the form of inclusions within the dacite). Rocks are vesicular or porphyritic and contain phenocrysts of biotite, clinopyroxene, hornblende, ilmenite, magnetite, orthopyroxene, plagioclase and quartz along with apatite, monazite and zircon within a rhyolite groundmass, and define a potassium-rich calc-alkaline suite. Xenoliths consisting of gneiss, igneous rocks and norites have also been found; the first two appear to be derived from country rocks while the third is a by-product of the magma generation process. Additionally, the occurrence of cumulates, gabbros, hornfels, limestones and sandstones as xenolithic phases has been reported. Mixing processes involving hotter or more mafic magmas played a role in the genesis of Uturuncu rocks, as did fractional crystallization processes and contamination with crustal rocks. The origin of these magmas appears to relate to the Altiplano–Puna magmatic body, which generates melts through differentiation of basaltic magmas first to andesites and then to dacites before being transferred to the shallow crust below Uturuncu from where it was then erupted through buoyancy-dependent processes. Magma composition has been stable over the history of the volcano. ## Glaciation Modern Uturuncu features no glaciers; however, perennial ice was reported in 1956, remnants of snow in 1971, the existence of sporadic snow fields in 1994, and the summit area is occasionally ice-covered. Evidence of past glaciation such as glacial striations, glacially eroded valleys, both recessional and terminal moraines and roches moutonnées can be found on the northern, eastern and southern flanks of Uturuncu. The past glaciation of Uturuncu was not extensive, owing to its steep flanks. One valley on Uturuncu's southwestern flank has been subject to glaciology studies, which identified a former glacier originating both from the summit and from an area about 0.5 kilometres (0.31 mi) south of the summit. This only weakly erosive glacier deposited five sets of moraines up to 5 metres (16 ft) high within the shallow valley; the lowest of these lies at 4,800–4,850 metres (15,750–15,910 ft) elevation and appears to be a product of an early last glacial maximum between 65,000 and 37,000 years ago, earlier than the global last glacial maximum. Afterwards, not much retreat occurred until 18,000 years ago. During the Pleistocene, the snow line was about 0.7–1.5 kilometres (0.43–0.93 mi) lower than today. Conversely, the uppermost of these moraines is about 16,000–14,000 years old and correlates to a glacial advance in the Altiplano that has been linked to the maximum growth of the former Lake Tauca north of Uturuncu and a wet and cold climate associated with Heinrich event 1. At this same time 17,000–13,000 years ago, shorelines formed around the lakes that surround Uturuncu; Lake Tauca may have been a source of moisture for Uturuncu. After 14,000 years ago, the glacier receded at the same time as climate warmed during the Bolling–Allerod warming and the region became drier. ## Climate and vegetation There is little information on local climatology, but mean annual precipitation is about 100–200 millimetres per year (3.9–7.9 in/year) or even less than that, most of it originating in the Amazon basin to the east and falling during December, January and February. This low amount of precipitation is not adequate to sustain glaciers even though the summit of Uturuncu lies above the freezing level, but it is enough to generate a seasonal snowcap on the mountain. Annual temperatures in the region range between 0–5 °C (32–41 °F) and in 1963 the snowline was reported to exceed 5,900 metres (19,400 ft) elevation. The regional vegetation is relatively sparse at high elevations. Polylepis trees are found on the lower slopes of the volcano; the trees reach 4 metres (13 ft) in height and form forests. They have been used as a source of tree ring climate records. ## Eruption history Uturuncu was active during the Pleistocene. A lower unit emplaced during the lower and middle Pleistocene (890,000–549,000 years ago) makes up most of the peripheral sectors of the volcano, while an upper unit of middle to upper Pleistocene age (427,000–271,000 years ago) forms its central sector and is less extensive. Several rocks have been dated through argon-argon dating and have yielded ages ranging from 1,050,000 ± 5,000 to 250,000 ± 5,000 years ago. Dates of 271,000 ± 26,000 years ago have been obtained from the summit area, 250,000 ± 5,000 for the youngest dated lava flow found just south-southeast of the summit and 544,000 years for the Lomo Escapa lava flow, while the aligned lava domes have been dated to be between 549,000 ± 3,000 and 1,041,000 ± 12,000 years old. Overall, Uturuncu was active for about 800,000 years. Volcanic eruptions at Uturuncu were effusive and involved the emission of voluminous lava flows (0.1–10 km<sup>3</sup>) between pauses lasting between 50,000 and 180,000 years. The mean eruption rate was less than 60,000 cubic metres per year (2,100,000 cu ft/a)-270,000 cubic metres per year (9,500,000 cu ft/a), much less than other rhyolitic volcanoes. There is no evidence of large ignimbrite eruptions nor of large flank collapses but some lavas may have interacted with water or ice as they were erupted and were reportedly emplaced over moraines. ### Holocene and fumarolic activity No large effusive eruptions have occurred since the 250,000 ± 5,000 eruption, and Holocene or recent eruptions have not been reported. At first, it was proposed that postglacial lavas existed, but glaciation has affected the youngest lava flows. The volcano is considered to be dormant. Active fumaroles occur in two fields below the summit, with a number of tiny vents located between the two summit peaks; vapour emissions are visible from close distance. The summit fumaroles have temperatures of less than 80 °C (176 °F). Their gases contain large quantities of carbon dioxide, water and larger amounts of hydrogen sulfide than sulfur dioxide perhaps due to the latter being filtered out by a hydrothermal system. The fumaroles have emplaced abundant sulfur, and silification has been observed. Relatively invariant temperature anomalies (hot spots) have been recorded by satellites on Uturuncu between its two summit peaks; these temperature anomalies of about 15 °C (27 °F) are among the largest fumarole fields visible to satellites. The existence of intense fumarolic activity on the northwestern slope at 5,500 metres (18,000 ft) was already reported in 1956. A spring on the northwestern flank produces water with temperatures of 20 °C (68 °F) and may be identical to the Campamento Mina Uturuncu spring which in 1983 was reported to produce 21 °C (70 °F) warm water at a rate of 5–7 litres per second (0.18–0.25 cu ft/s). The presence of a weak hydrothermal system is likely at Uturuncu although probably at great depth, considering the low temperature and spread out nature of the fumarolic activity. There may be a shallow magma chamber below the volcano at 1–3 kilometres (0.62–1.86 mi) below sea level. ## Recent unrest and threats Interferometric synthetic-aperture radar imaging has discovered that a region of about 1,000 square kilometres (390 sq mi) around Uturuncu is uplifting. The uplift may have begun around 1965 but was first detected in 1992. Between 1992 and 2006, the uplift amounted to 1–2 centimetres per year (0.39–0.79 in/year) in an area 70 kilometres (43 mi) wide, with seasonal variations. There are longer-term changes in the uplift rate, such as a temporary acceleration after a 1998 earthquake, a gradual slowdown either continuing after 2017 or followed by an acceleration to about 9 millimetres per year (0.35 in/year) in the few years before 2017, or constant deformation between 2010 and 2018. The overall volume change between 1992 and 2006 was about 1 cubic metre per second (35 cu ft/s), with a total volume change of about 0.4 km<sup>3</sup>; such rates are typical for intrusions in the Altiplano–Puna volcanic complex and historical lava dome eruptions and might reflect a short-term rate. The deformation is centered on an area 5 kilometres (3.1 mi) west of the summit and is most likely of magmatic origin given the lack of a large hydrothermal system at the volcano and the depth of the deformation. The form of the deforming structure is not well known but it lies presumably at a depth of 15–20 kilometres (9.3–12.4 mi) below sea level. The uplifting area is surrounded by a ring-shaped area of subsidence (sinking), which is occurring at a rate of 2 millimetres per year (0.079 in/year); the total width of deforming terrain is about 170 kilometres (110 mi) although it is not clearly visible in all InSAR data. This joint uplift-subsidence has been called a "sombrero pattern" and the subsidence may reflect either a sideward or an upward migration of magma. A second, shallow subsidence area has been found south of Uturuncu, which may relate to changes in a hydrothermal system. The deformation is most likely caused by magma intruding into the crust from the Altiplano–Puna magmatic body, with the intrusion taking place at a level below that where magma accumulated prior to past eruptions of Uturuncu. The more recent changes may instead be a consequence of the upward movement of fluids, rather than magmatic processes. It has been described as an ascending diapir, a plate-shaped intrusion or as a growing pluton although an alternative theory holds the ascent of volatiles along a magma column reaching to the Altiplano–Puna magmatic body as responsible for the surface deformation; in that case the uplift might reverse over time. Such surface uplift has been observed at other volcanic centres in the Central Volcanic Zone but on a global scale it is unusual both for its long duration and its spatial extent, and in the case of Uturuncu demonstrates the continuing activity of the Altiplano–Puna magmatic body. There is no evidence for a net uplift in the geomorphology of the region, and findings in the terrain around Uturuncu indicate that this uplift certainly began less than 1,000 years ago and likely also less than 100 years ago. The uplift might be either a temporary deformation of the volcano that eventually deflates over time, or the current uplift might only be in its beginning stage. The term 'zombie volcano' has been coined to describe volcanoes like Uturuncu that have been inactive for a long time but are actively deforming. ### Seismicity In addition, the volcano features persistent seismic activity with occasional bursts of higher activity; about three or four earthquakes occur every day at the volcano, and seismic swarms lasting minutes to hours with up to 60 earthquakes occur several times per month. The intensities of the earthquakes reach magnitude . Most of this seismic activity occurs below the summit of Uturuncu around sea level and some earthquakes appear to relate to the northwest-southeast tectonic trend of the region although swarms occur in several areal clusters. Earthquakes are missing from the depth range of the Altiplano-Puna magmatic body but occur below it, implying that it is underlaid by brittle, cold crust. Whether there are long-term trends in seismic activity is difficult to estimate as the detection and reconnaissance techniques of seismic activity at Uturuncu have changed over time. This amount of seismic activity is large when compared to neighbouring volcanoes and the seismic activity may be a consequence of the deformation, as intruding magma pressurizes and destabilizes local faults, as well as the ascent of fluids in faults and cracks. Further triggering processes are large earthquakes such as the 2010 Maule earthquake, which caused an intense seismic swarm in February 2010. ### Tomographic studies Magnetotelluric imaging of the volcano has found a number of high-conductivity anomalies below Uturuncu, including a wide, deep conductor that extends to the volcanic arc to the west and several shallower ones which ascend from the deep conductor that appears to coincide with the Altiplano–Puna magmatic body. The shallow conductors appear to relate to local volcanoes such as the Laguna Colorada vent but also Uturuncu; the latter conductor lies at 2–6 kilometres (1.2–3.7 mi) depth, is less than 10 kilometres (6.2 mi) wide and may consist of molten rock with saline aqueous fluids. Seismic tomography has found a tooth-shaped anomaly that begins at 2 kilometres (1.2 mi) depth and continues to over 80 kilometres (50 mi) of depth. Such structures have been found at other volcanoes and explained by the presence of magma. Seismic activity concentrates at the top of this anomaly. Finally, tectonic stress patterns delineate a 40–80 kilometres (25–50 mi) wide ring surrounding the volcano that may be prone to fracturing; such a ring could constitute a future pathway for magma transport or the margin of a future caldera. ### Threats Whether the ongoing unrest at Uturuncu is part of a benign process of the growth of a pluton or the prelude of a new eruption or even a caldera-forming eruption is as of 2008 an open question. A large caldera-forming eruption could have catastrophic, globe-spanning consequences as demonstrated by the 1815 eruption of Mount Tambora in Indonesia and the 1600 eruption of Huaynaputina in Peru; this possibility has resulted in international media attention and in popular culture; the volcano's threat is depicted in the 2016 film Salt and Fire. Evidence does not unequivocally indicate that a future super-eruption such as past events in the region is possible and there is no indication for a near-future eruption, but there is potential for a smaller eruption. ## See also - Geology of Bolivia - List of volcanoes in Bolivia - Mount Nelly
892,876
War of the League of Cambrai
1,170,692,435
Third phase of the Italian Wars (1508–1516)
[ "Italian Wars", "War of the League of Cambrai" ]
The War of the League of Cambrai, sometimes known as the War of the Holy League and several other names, was fought from February 1508 to December 1516 as part of the Italian Wars of 1494–1559. The main participants of the war, who fought for its entire duration, were France, the Papal States, and the Republic of Venice; they were joined at various times by nearly every significant power in Western Europe, including Spain, the Holy Roman Empire, England, the Duchy of Milan, the Republic of Florence, the Duchy of Ferrara, and the Swiss. The war started with the Italienzug of Maximilian I, King of the Romans, crossing into Venetian territory in February 1508 with his army on the way to be crowned Holy Roman Emperor by the Pope in Rome. Meanwhile, Pope Julius II, intending to curb Venetian influence in northern Italy, brought together the League of Cambrai — an anti-Venetian alliance consisting of him, Maximilian I, Louis XII of France, and Ferdinand II of Aragon — which was formally concluded in December 1508. Although the League was initially successful, friction between Julius and Louis caused it to collapse by 1510; Julius then allied himself with Venice against France. The Veneto–Papal alliance eventually expanded into the Holy League, which drove the French from Italy in 1512; disagreements about the division of the spoils, however, led Venice to abandon the coalition in favor of an alliance with France. Under the leadership of Francis I, who had succeeded Louis on the throne of France, the French and Venetians would regain the territory they had lost in a campaign culminating in the Battle of Marignano in 1515; the treaties of Noyon (August 1516) and Brussels (December 1516), which ended the war the next year, would essentially return the map of Italy to the status quo of 1508. ## Timeline This is an overview of notable events including battles during the war. Prelude (1506–1508) - July 1506 – March 1507: A popular revolt in Genoa expelled the city's pro-French nobility to Savona. By late November 1506, king Louis XII of France was planning a military expedition to bring Genoa back under pro-French control. - 28 March 1507: The Genoese revolutionary council declared war on the king of France, who had already reached Piedmont with his army. - 22–29 April 1507: Siege of Genoa. French victory over the Genoese revolutionaries. Louis arranged a triumphal entry and forced the Genoese to swear loyalty to him. - April 1507: Imperial Diet of Konstanz. Maximilian I declared Louis XII of France an enemy of Christianity and a threat to Italy, and requested (and received) funding for an Italienzug. Louis XII denied seeking war with the Empire or the Papacy. - 14 May 1507: Louis XII left Genoa and held a similar triumphal entry in Milan. - 28 June 1507: Louis XII of France and Ferdinand II of Aragon met for six days at Savona to lay the groundwork for the League of Cambrai against Venice, most likely intending to include Maximilian and the Pope into the coalition. Ferdinand departed for Spain on July 3. - July 1507: The Imperial Diet promised Maximilian 12,000 troops for his Italienzug. Because this was not enough to challenge the French in Milan, as he originally intended, Maximilian later ended up deciding to attack Venice instead on the grounds of refusing to ally with him against France, and refusing him passage to Rome. Maximilian's Italienzug (1508) - 24 January 1508: Maximilian requested permission to march to Rome through Venetian territory, but the Venetians suspected the ruse and prepared for war. - 4 February 1508: Maximilian I proclaimed himself Holy Roman Emperor in Trento. - Early February 1508: Maximilian declared war on Venice. Venice requested France, then still their ally, to send aid, which Chaumont did in the form of several thousand troops from Milan. - 20–21 February 1508: Imperial troops invaded Venice, sacking Ampezzo and besieging the Castello di Botestagno. - 23 February 1508: Imperials captured Pieve di Cadore. - 24 February 1508: Skirmish at Chiusa di Venas, Imperial victory over Venice. - 27 February 1508: Imperials captured Castello di Botestagno. - 2 March 1508: Battle of Cadore. Venetian victory over the Emperor. - March–May 1508: Successful Venetian counter-offensives into Imperial territory. The Venetians captured Trieste on 6 May. - Summer 1508: Venice agreed to a separate three-year truce with Maximilian without the knowledge or consent of Louis of France. Angered by this 'betrayal', Louis sought to punish the Venetians, and started contemplating a Franco-German alliance with Maximilian against Venice. War of the League of Cambrai proper (1508–1510) - Late November – 10 December 1508: The League of Cambrai was formally concluded. - 14 May 1509: Battle of Agnadello. French (Cambrai) victory over Venice. - 15–30 September 1509: Siege of Padua. Venetian victory over the League of Cambrai. - 22 December 1509: Battle of Polesella. Ferrarese (Cambrai) victory over Venice. - February 1510: Pope Julius II left the League of Cambrai, and signed peace with Venice. - May 1510: French, Ferrarese, and Imperial troops invaded Venice. - July 1510: The Pope and Venice formed an alliance and went on a counter-offensive. The League of Cambrai fell apart, leaving only France and Ferrara at war with Venice and the Pope. Ferrarese War (1510–1511) - August 1510: Failed Papal attack on Ferrara. - 17 August 1510: Papal–Venetian troops captured Modena. - October 1510: French troops were repulsed at Bologna. - December 1510: Papal troops captured Concordia. - 2–19 January 1511: Siege of Mirandola (1511). Papal victory over Ferrara. - 23 May 1511: French troops captured Bologna after an anti-Papal revolt. - Late May 1511: French troops recaptured Mirandola. War of the Holy League proper (1511–1514) - October 1511: Pope Julius II proclaimed the new Holy League against France, including the Papal States, Venice, Spain, the Holy Roman Empire, England, and the Swiss Confederacy. - 18 February 1512: Sack of Brescia. French victory over Venice. - 11 April 1512: Battle of Ravenna (1512). Franco-Ferrarese victory over the Pope. - May 1512: Holy League troops drove French troops out of Milan. - June 1512 – June 1515: Spanish conquest of Iberian Navarre. Spanish victory over France. - 10 August 1512: Battle of Saint-Mathieu. English victory over France. - August–December 1512: Holy League negotiations on territorial changes failed. Venice left the League, Milan joined the League. - 29 December 1512: Swiss mercenaries installed Maximilian Sforza as Duke of Milan. - 23 March 1513: Venice and France concluded an alliance to partition northern Italy between them. - 6 June 1513: Battle of Novara (1513). Milanese–Swiss victory over France. - 16 August 1513: Battle of the Spurs (Guinegate). Anglo-Imperial victory over France. - 8–13 September 1513: Siege of Dijon. Swiss victory over France. - 9 September 1513: Battle of Flodden (Flodden Field, Branxton). English victory over Scotland (allied with France). Scotland abandoned France and left the war. - 7 October 1513: Battle of La Motta (1513). Spanish and Imperial victory over Venice (allied with France). Francis I's First Italian War (1515–1516) - 13–14 September 1515: Battle of Marignano (Melegnano). Decisive Franco-Venetian victory over Switzerland and Milan. - 4 October 1515: French troops captured Milan and dethroned Sforza. - December 1515: Peace negotiations began. - August 1516: Treaty of Noyon. - December 1516: Treaty of Brussels. ## Prelude In the aftermath of the First Italian War (1494–1498), Pope Alexander VI had, with French assistance, moved to consolidate Papal control over central Italy by seizing the Romagna. Cesare Borgia, acting as Gonfalonier of the Papal armies, had expelled the Bentivoglio family from Bologna, which they had ruled as a fief, and was well on his way towards establishing a permanent Borgia state in the region when Alexander died on 18 August 1503. Although Cesare managed to seize the remnants of the Papal treasury for his own use, he was unable to secure Rome itself, as French and Spanish armies converged on the city in an attempt to influence the Papal conclave; the election of Pius III (who soon died, to be replaced by Julius II) stripped Cesare of his titles and relegated him to commanding a company of men-at-arms. Sensing Cesare's weakness, the dispossessed lords of the Romagna offered to submit to the Republic of Venice in exchange for aid in regaining their dominions; the Venetian Senate accepted and had taken possession of Rimini, Faenza, and a number of other cities by the end of 1503. Julius II, having secured his own control of the Papal armies by arresting and imprisoning Cesare, first in Bologna and later in Ravenna, quickly moved to re-establish Papal control over the Romagna by demanding that Venice return the cities she had seized. The Republic of Venice, although willing to acknowledge Papal sovereignty over these port cities along the Adriatic coast and willing to pay Julius II an annual tribute, refused to surrender the cities themselves. In response, Julius concluded an alliance with France and the Holy Roman Empire against Venice; the death of Isabella I of Castile (26 November 1504) and the resulting collapse of relations between the parties soon dissolved the alliance (the Treaty of Blois (1504), which had ended the Italian Wars of 1499–1504, became a 'dead letter'), but not before Venice had been induced to abandon several of the cities, except for the three key towns of Rimini, Faenza and Cervia. Julius, although unsatisfied with his gains, did not himself possess sufficient forces to fight the Republic; for the next two years he instead occupied himself with the reconquest of Bologna and Perugia, which, located between Papal and Venetian territory, had in the meantime assumed a status of quasi-independence. In 1507, Julius returned to the question of the cities in Venetian hands; once again rebuffed by the Senate, he encouraged Emperor Maximilian I to attack the Republic. Maximilian, using his journey to Rome for the Imperial coronation as a pretext, entered Venetian territory with a large army in February 1508 and advanced on Vicenza, but was defeated by a Venetian army under Bartolomeo d'Alviano (Battle of Cadore, 2 March 1508). A second assault by a Tyrolean force several weeks later was an even greater failure; Alviano not only routed the Imperial army but also seized the entire County of Gorizia, Austrian Istria (county of Pazin), as well as Trieste, Fiume, and the westernmost portions of Carniola, forcing Maximilian to conclude a truce with Venice. ## League of Cambrai In the spring of 1508, the Republic provoked Julius by appointing her own candidate to the vacant bishopric of Vicenza; in response, the Pope called for all Christian nations to join him in an expedition to subdue Venice. On 10 December 1508, representatives of the Papacy, France, the Holy Roman Empire, and Ferdinand I of Spain concluded the League of Cambrai against the Republic. The agreement provided for the complete dismemberment of Venice's territory in Italy and for its partition among the signatories: Maximilian, in addition to regaining Gorizia, Trieste, Merania, and eastern Istria, would receive Verona, Vicenza, Padua, and the Friuli; France would annex Brescia, Crema, Bergamo, and Cremona to its Milanese possessions; Ferdinand would seize Otranto; and the remainder, including Rimini and Ravenna, would be added to the Papal States. On 9 May 1509, Louis crossed the Adda River at the head of a French army and moved rapidly into Venetian territory. To oppose him, Venice had hired a condottiere army under the command of the Orsini cousins—Bartolomeo d'Alviano and Niccolò di Pitigliano—but had failed to account for their disagreement on how best to stop the French advance. On 14 May, Alviano confronted the French at the Battle of Agnadello; outnumbered, he sent requests for reinforcements to his cousin, who replied with orders to break off the battle and continued on his way. Alviano, disregarding the new orders, continued the engagement; his army was eventually surrounded and destroyed. Pitigliano managed to avoid encountering Louis; but his mercenary troops, hearing of Alviano's defeat, had deserted in large numbers by the next morning, forcing him to retreat to Treviso with the remnants of the Venetian army. The Venetian collapse was complete. Louis proceeded to occupy Venetian territory as far east as Brescia without encountering any significant resistance; the Venetians lost all the territory that they had accumulated in northern Italy during the previous century. The major cities that had not been occupied by the French—Padua, Verona, and Vicenza—were left undefended by Pitigliano's withdrawal, and quickly surrendered to Maximilian when Imperial emissaries arrived in the Veneto. Julius, having in the meantime issued an interdict against Venice that excommunicated every citizen of the Republic, invaded the Romagna and captured Ravenna with the assistance of Alfonso d'Este, Duke of Ferrara. D'Este, having joined the League and been appointed Gonfalonier on 19 April, seized the Polesine for himself. The newly arrived Imperial governors, however, quickly proved to be unpopular. In mid-July, the citizens of Padua, aided by detachments of Venetian cavalry under the command of the proveditor Andrea Gritti, revolted. The landsknechts garrisoning the city were too few in number to mount effective resistance, and Padua was restored to Venetian control on 17 July. The success of the revolt finally pushed Maximilian into action. In early August, a massive Imperial army, accompanied by bodies of French and Spanish troops, set out from Trento into the Veneto. Because of a lack of horses, as well as general disorganization, Maximilian's forces were slow to begin the siege of Padua, giving Pitigliano the time to concentrate such troops as were still available to him in the city. Although French and Imperial artillery successfully breached Padua's walls, the defenders managed to hold the city until Maximilian, growing impatient, lifted the siege on 1 October and withdrew to Tyrol with the main part of his army. In mid-November, Pitigliano returned to the offensive, recapturing Vicenza, Este, Feltre, and Belluno; an attack on Verona failed, but Pitigliano destroyed a Papal army under Francesco II of Gonzaga in the process. Angelo Trevisan organized a river attack on Ferrara by the Venetian galley fleet, but the resulting Battle of Polesella ended in another defeat for the Republic when the Venetian ships anchored in the Po River were sunk by Ferrarese artillery. Faced with a shortage of both funds and men, the Senate decided to send an embassy to Julius in order to negotiate a settlement. The terms insisted on by the Pope were harsh: the Republic lost her traditional power to appoint clergy in her territory, as well as all jurisdiction over Papal subjects in Venice, the Romagnan cities that had prompted the war were to be returned to Julius, and reparations were to be paid to cover his expenses in capturing them. The Senate argued over the terms for two months, but finally accepted them in February 1510; even before the Venetian ambassadors had presented themselves to Julius for absolution, however, the Council of Ten had privately resolved that the terms had been accepted under duress and were therefore invalid, and that Venice should violate them at the earliest opportunity. This apparent reconciliation between Venice and the Pope did not stop multiple French, Ferrarese, and Imperial armies from invading Venetian territory in May 1510. Gianpaolo Baglioni and Andrea Gritti, left in command of the Venetian forces by Pitigliano's death in January, withdrew to Padua; by 24 May, the League's armies had taken Vicenza and the Polesine, and were advancing on Legnago. Gritti fortified Padua for an expected attack by a combined Franco-Imperial army, but Louis, frustrated by Maximilian's failure to appear in person and distracted by the death of his advisor, the Cardinal d'Amboise, abandoned his plans for a siege. ## Veneto-Papal alliance Julius, meanwhile, had become increasingly concerned by the growing French presence in Italy; more significantly, alienated from Alfonso d'Este by friction over a licence for a salt monopoly in the Papal States and Alfonso's continued forays against Venetian forces to secure his recently reacquired Polesine, he had formulated plans to seize the Duchy of Ferrara, a French ally, and to add its territory to the Papal States. His own forces being inadequate for the venture, the Pope hired an army of Swiss mercenaries, ordering them to attack the French in Milan; he also invited Venice to ally with him against Louis. The Republic, facing a renewed French onslaught, readily accepted the offer. `By July 1510, the new Veneto-Papal alliance was on the offensive. An initial attack on French-occupied Genoa failed, but Venetian troops under Lucio Malvezzo finally drove the French from Vicenza in early August, and a joint force commanded by Francesco Maria della Rovere, the Duke of Urbino, captured Modena on 17 August. Julius now excommunicated Alfonso d'Este, thus justifying an attack on the Duchy of Ferrara itself; in anticipation of his coming victory, the Pope traveled to Bologna, so as to be nearby when Ferrara was taken.` The French army, however, had been left unopposed by the Swiss (who, having arrived in Lombardy, had been bribed into leaving by Louis) and was free to march south into the heart of Italy. In early October, Charles II d'Amboise advanced on Bologna, splitting the Papal forces; by 18 October, he was only a few miles from the city. Julius now realized that the Bolognese were openly hostile to the Papacy and would not offer any resistance to the French; left with only a detachment of Venetian cavalry, he resorted to excommunicating d'Amboise, who had in the meantime been convinced by the English ambassador to avoid attacking the person of the Pope and had thus withdrawn to California. In December 1510, a newly assembled Papal army conquered Concordia and besieged the fortress of Mirandola; d'Amboise, marching to relieve the latter, fell ill and died, briefly leaving the French in disarray; the pope took personal command of the siege, and Mirandola fell in January 1511. Alfonso d'Este, meanwhile, confronted and destroyed the Venetian forces on the Po River, leaving Bologna isolated once more; Julius, afraid of being trapped by the French, departed the city for Ravenna. Cardinal Francesco Alidosi, whom he left behind to command the defense of the city, was no better liked by the Bolognese than Julius himself had been; and when, in May 1511, a French army commanded by Gian Giacomo Trivulzio approached, the citizens of Bologna revolted, expelled Alidosi, and opened their gates to the French. Julius blamed this defeat on the Duke of Urbino, who, finding this quite unfair, proceeded to murder Alidosi in full view of the Papal guard. ## Holy League In October 1511, Julius proclaimed a Holy League against France. The new alliance included not only Spain and the Holy Roman Empire (which abandoned any pretense of adhering to the League of Cambrai in hopes of seizing Navarre from Queen Catherine and Lombardy from Louis), but also Henry VIII of England who, having decided to use the occasion as an excuse to expand his holdings in northern France, concluded the Treaty of Westminster—a pledge of mutual aid against the French—with Ferdinand on 17 November. Louis now appointed his nephew, Gaston de Foix, to command the French forces in Italy. Foix proved more energetic than d'Amboise and Trivulzio had been; having checked the advance of Ramón de Cardona's Spanish troops on Bologna, he returned to Lombardy to sack Brescia, which had rebelled against the French and garrisoned itself with Venetian troops. Aware that much of the French army would be diverted to deal with the impending English invasion, Foix and Alfonso d'Este besieged Ravenna, the last Papal stronghold in the Romagna, in hopes of forcing the Holy League into a decisive engagement. Cardona marched to relieve the city in early April 1512, and was decisively beaten in the resulting Battle of Ravenna, fought on Easter Sunday; the death of Foix during the fighting, however, left the French under the command of Jacques de la Palice, who, unwilling to continue the campaign without direct orders from Louis, contented himself with thoroughly sacking Ravenna. By May 1512, the French position had deteriorated considerably. Julius had hired another army of Swiss mercenaries; they descended on Milan, bringing with them Maximilian Sforza, who was determined to regain control of the Duchy for his family. The French garrisons abandoned the Romagna (where the Duke of Urbino quickly captured Bologna and Parma) and retreated to Lombardy, attempting to intercept the invasion. By August, the Swiss had combined with the Venetian army and forced Trivulzio out of Milan, allowing Sforza to be proclaimed Duke with their support; La Palice was then forced to withdraw across the Alps. In 1512 Thomas Grey, 2nd Marquess of Dorset led an unsuccessful English military expedition to France to reconquer Aquitaine, which England had lost during the Hundred Years' War. Ferdinand of Aragon gave none of the support he had promised. While Ferdinand delayed and tried to persuade Dorset to help him to attack Navarre instead of Aquitaine, the English army's food, beer, and pay ran out, many took to wine and became ill, and the army mutinied. Back in England, Dorset had to face a trial. In late August, the members of the League met at Mantua to discuss the situation in Italy and the partition of territory acquired from the French. They quickly came to an agreement regarding Florence, which had angered Julius by allowing Louis to convene the Council of Pisa in its territory; at the Pope's request, Ramon de Cardona marched into Tuscany, smashed Florentine resistance, overthrew the Florentine Republic, and installed Giuliano de' Medici as ruler of the city. On the subject of territory, however, fundamental disagreements quickly arose. Julius and the Venetians insisted that Maximilian Sforza be permitted to keep the Duchy of Milan, while Emperor Maximilian and Ferdinand maneuvered to have one of their relatives installed as duke. The Pope demanded the annexation of Ferrara to the Papal States; Ferdinand objected to this arrangement, desiring the existence of an independent Ferrara to counter growing Papal power. The Emperor refused to relinquish any Imperial territory, which in his eyes included most of the Veneto, and signed an agreement with the Pope to exclude Venice entirely from the final partition; when the Republic objected, Julius threatened to reform the League of Cambrai against her. In response, Venice turned to Louis; on 23 March 1513, a treaty pledging to divide all of northern Italy between France and the Republic was signed at Blois. Pope Julius II, meanwhile, had died in February, and Cardinal Giovanni di Lorenzo de' Medici, second son of Lorenzo the Magnificent and elder brother of the new ruler of Florence, was elected Pope Leo X. ## Franco-Venetian alliance In late May 1513, a French army commanded by Louis de la Trémoille crossed the Alps and advanced on Milan; at the same time, Bartolomeo d'Alviano and the Venetian army marched west from Padua. The unpopularity of Maximilian Sforza, who was seen by the Milanese as a puppet of his Swiss mercenaries, enabled the French to move through Lombardy with little resistance; Trémoille, having seized Milan, besieged the remaining Swiss in Novara. On 6 June, the French were attacked by a Swiss relief army at the Battle of Novara, and were routed despite having superior numbers. Detachments of the Swiss army pursued the fleeing French over the Alps and had reached Dijon before being bribed into withdrawing. The rout at Novara inaugurated a period of defeats for the French alliance. English troops under Henry VIII besieged Thérouanne, defeated La Palice at the Battle of the Spurs, and captured Tournai. In Navarre, resistance to Ferdinand's invasion collapsed; he rapidly consolidated his hold over the entire region and moved to support another English offensive in the Guyenne. James IV of Scotland invaded England at the behest of Louis; but he failed to draw Henry's attention from France, and his death—and the Scots' catastrophic defeat—at the Battle of Flodden on 9 September 1513, ended Scotland's brief involvement in the war. Meanwhile, Alviano, unexpectedly left without French support, retreated into the Veneto, pursued closely by the Spanish army under Cardona; while the Spanish were unable to capture Padua in the face of determined Venetian resistance, they penetrated deep into Venetian territory and by late September were in sight of Venice itself. Cardona attempted a bombardment of the city that proved largely ineffective; then, having no boats with which to cross the Venetian Lagoon, turned back for Lombardy. Alviano, having been reinforced by hundreds of volunteers from the Venetian nobility, pursued Cardona and confronted him outside Vicenza on 7 October; in the resulting Battle of La Motta, the Venetian army was decisively defeated, with many prominent noblemen cut down outside the city walls as they attempted to flee. Cardona and Alviano continued to skirmish in the Friuli for the remainder of 1513 and through 1514. The death of Louis XII on 1 January 1515 brought Francis I to the throne; having assumed the title of Duke of Milan at his coronation, Francis immediately moved to reclaim his holdings in Italy. By July, Francis had assembled an army in the Dauphiné; a combined Swiss and Papal force moved north from Milan to block the Alpine passes against him, but Francis, following the advice of Gian Giacomo Trivulzio, avoided the main passes and marched instead through the valley of the Stura. The French vanguard surprised the Milanese cavalry at Villafranca, capturing Prospero Colonna; meanwhile, Francis and the main body of the French confronted the Swiss at the Battle of Marignano on 13 September. The Swiss advance initially made headway; however, Francis's superiority in cavalry and artillery, together with the timely arrival of Alviano (who had successfully avoided Cardona's army at Verona) on the morning of 14 September, led to a decisive victory for Francis and the Venetians. ## Aftermath After the victory at Marignano, Francis advanced on Milan, capturing the city on 4 October and removing Sforza from the throne. In December, he met with Leo at Bologna; the pope, who had in the meantime been deserted by the remainder of his Swiss mercenaries, surrendered Parma and Piacenza to Francis and Modena to the Duke of Ferrara. In return, Leo received guarantees of French noninterference in his proposed attack on the Duchy of Urbino. Finally, the Treaty of Noyon, signed by Francis and Charles V in August 1516, recognized French claims to Milan and Spanish claims to Naples, removing Spain from the war. Maximilian held out, making another attempt to invade Lombardy; his army failed to reach Milan before turning back, and by December 1516, he had entered into negotiations with Francis. The resulting Treaty of Brussels not only accepted French occupation of Milan, but also confirmed Venetian claims to the remainder of the Imperial possessions in Lombardy (except for Cremona), effectively ending the war with a return to the status quo of 1508. The peace, however, would last only four years; the growing rivalry between the House of Valois and the House of Habsburg, and the election of Charles V as Holy Roman Emperor in 1519, would soon lead to the Italian War of 1521–26.
24,523,894
John Lloyd Waddy
1,156,082,904
Royal Australian Air Force fighter pilot and New South Wales parliamentarian
[ "1916 births", "1987 deaths", "20th-century Australian politicians", "Australian Officers of the Order of the British Empire", "Australian World War II flying aces", "Australian recipients of the Distinguished Flying Cross (United Kingdom)", "Foreign recipients of the Air Medal", "Liberal Party of Australia members of the Parliament of New South Wales", "Members of the New South Wales Legislative Assembly", "People educated at The King's School, Parramatta", "Royal Australian Air Force officers" ]
John Lloyd Waddy, (10 December 1916 – 11 September 1987) was a senior officer and aviator in the Royal Australian Air Force (RAAF), and later served as a member of the New South Wales Legislative Assembly and Minister of the Crown. As a fighter pilot during World War II, he shot down 15 enemy aircraft during the North African campaign, becoming one of Australia's top-scoring aces and earning the Distinguished Flying Cross. Waddy went on to command No. 80 Squadron in the South West Pacific, where he was awarded the US Air Medal. He was one of eight senior pilots who took part in the "Morotai Mutiny" of April 1945. Discharged from the Permanent Air Force at the end of the war, Waddy took a commission in the RAAF Reserve and led the organisation as a group captain in the early 1950s. He was active in business and in veterans' groups, and was appointed an Officer of the Order of the British Empire in 1955. From 1962 to 1976, he was the Member for Kirribilli in the New South Wales Parliament, representing the Liberal Party. He held cabinet posts including Minister for Child Welfare and Social Welfare (later Youth and Community Services), Minister for Health, and Minister for Police and Services. Waddy retired from politics in 1976, and died in 1987 at the age of 70. ## Family and early life Born in Sydney on 10 December 1916, Waddy was the son of first-class cricketer Edgar Lloyd Waddy and his wife Lottchen, and great-grandson of General Sir Richard Waddy, KCB. His four siblings included a sister and three brothers. Edgar Waddy established the real estate firm of E.L. Waddy & Son in Rose Bay, which John joined as a clerk after completing his education at the King's School, Parramatta. He married Vera Nellie May (Ve) Dengate on 21 July 1938. The couple had a son, Lloyd, and two daughters, Denise and Rosalind. Waddy enlisted in the Royal Australian Air Force (RAAF) in late 1940, learning to fly under the Empire Air Training Scheme (EATS) in Southern Rhodesia. His two older brothers, Edgar and Richard, were also pilots. Edgar had taken a short-service commission with the Royal Air Force (RAF) in the 1930s, and Richard trained in Canada with EATS during the war before active duty in Britain, where he was killed flying a single-engined fighter in 1941. Waddy's elder sister, Lett, was commissioned into the Women's Volunteer Naval Reserve, and his younger brother Rowen served as an officer with Z Special Unit in the South West Pacific. ## World War II ### North Africa Completing his training in June 1941, Pilot Officer Waddy was posted to the North African theatre with No. 250 (Fighter) Squadron RAF, operating P-40 Tomahawks and, later, Kittyhawks. He was befriended and mentored by the RAAF's top-scoring ace, Clive "Killer" Caldwell, who became godfather to Waddy's daughter. Waddy's first operational sortie was as Caldwell's wingman; he found the ensuing dogfight so fast and confusing that he had no idea what was happening and afterwards had to ask the more experienced pilot how things had gone. On 9 December, he registered his first victory—in a Tomahawk that had previously been Caldwell's personal mount—when he shared in the destruction of a Messerschmitt Bf 110 twin-engined fighter near El Adem. By the end of April 1942, Waddy had scored four-and-a-half victories over enemy aircraft. Promoted flying officer, he achieved four "kills" in a single sortie on 12 May 1942, destroying two Junkers Ju 52 cargo planes and two escorting Bf 110s from a German air transport convoy operating between Crete and North Africa. He was awarded the Distinguished Flying Cross (DFC) for this action, gazetted on 2 October. The citation praised his "masterly airmanship as a fighter pilot" and his "great courage and devotion to duty". Shortly after claiming a victory over a Messerschmitt Bf 109 on 22 May, Waddy was posted to another RAF unit, No. 260 Squadron, flying Kittyhawks. He accounted for two enemy aircraft in June, before being assigned to No. 4 Squadron, South African Air Force, with which he destroyed a Bf 109 in September. In October, Waddy began flying Spitfire Vs in No. 92 Squadron RAF. He claimed a further three victories with his latest unit before being posted back to Australia on 19 November 1942. His final tally of fifteen-and-a-half victories made him one of the most successful Allied fighter pilots in the Desert War, and second only to Caldwell among the RAAF contingent. ### South West Pacific In February 1943, Waddy took charge of the Spitfire Squadron of No. 2 Operational Training Unit (No. 2 OTU), based at Mildura, Victoria. He was quoted in The Canberra Times that April offering his message of congratulation to the RAF on the 25th anniversary of its foundation: "You should not have many more birthdays before 'Jerry' and the Japs are shot clean out of the skies. Here's hoping." Fellow aces and Desert War veterans Clive Caldwell, Wilf Arthur and Bobby Gibbes were also instructors at No. OTU before their combat postings in the South West Pacific; in December 1943, Caldwell and Waddy nearly collided when they crossed paths during an aerobatics display at No. 5 Service Flying Training School in Uranquinty, New South Wales. Waddy undertook a staff course the following year, and was promoted to squadron leader. He was posted to Noemfoor in the Dutch East Indies in September 1944 to command No. 80 Squadron; his unit was part of No. 78 (Fighter) Wing of the Australian First Tactical Air Force (No. 1 TAF), led by Air Commodore Harry Cobby. Operating Kittyhawks, No. 80 Squadron undertook dive bombing and strafing missions against Japanese targets, but saw little air combat. In April 1945, Waddy joined Caldwell, Arthur, Gibbes and four other senior pilots of No. 1 TAF in an action that became known as the "Morotai Mutiny". The eight attempted to resign their commissions in protest at the relegation of the RAAF's fighter squadrons to apparently worthless ground attack missions. Earlier that month, Waddy had asked his intelligence officer to produce a "profit and loss statement" for No. 80 Squadron, covering the period 1 October 1944 to 31 March 1945, to "bring out the fact that the expenditure by the squadron was not compensated for by the achievements of the Squadron". In that time, Waddy had lost eleven pilots with the unit, including seven to enemy action. Arthur had produced a similar "balance sheet" for No. 81 Wing. Both had become frustrated with the lack of attention paid by superior officers to their concerns regarding the usefulness of No. 1 TAF operations. At the subsequent inquiry into events on Morotai, Justice John Vincent Barry cleared the pilots of fault over the incident, finding their motives in tendering their resignations to be sincere. Waddy continued to lead No. 80 Squadron until handing over command on 1 June 1945. For his service in the Pacific, he was mentioned in despatches and awarded the US Air Medal, the former promulgated on 25 June 1946 and the latter on 1 July 1948. ## Post-war career ### RAAF reservist and businessman With the end of the Pacific War, Waddy was discharged from the Permanent Air Force (PAF) as an acting wing commander in September 1945. He joined the Rose Bay branch of the Liberal Party, and accepted a commission in the RAAF Reserve, also known as the Citizen Air Force (CAF). He also worked as a sales executive in the import-export firm of Falkiner, Caldwell Pty Ltd, run by Clive Caldwell and businessman George Falkiner. Promoted group captain, Waddy led the CAF from 1950 through 1954, becoming its first member to take a seat on the Air Board, the RAAF's controlling body that consisted of its most senior officers and which was chaired by the Chief of the Air Staff. During his tenure, CAF squadrons continued to operate aircraft and were expected to act as home defence in the absence of PAF units serving overseas, roles they would lose by the end of the 1950s. Retiring from the CAF in 1954, Waddy established his own real estate and travel agency, John L. Waddy Pty Ltd, and served as Honorary Aide-de-camp to the Queen until 1957. He was appointed an Officer of the Order of the British Empire in the 1955 New Year Honours. The Australian delegate to the World Veterans Federation from 1956 to 1963, he was President of the New South Wales Division of the Australian Flying Corps and Royal Australian Air Force Association throughout the 1950s, becoming an honorary life member in 1958. In October 1956, he joined former Chiefs of the Air Staff Air Marshals Sir Richard Williams and Sir George Jones in calling for greater investment in the local aircraft industry, warning that unless prompt action was taken the situation would deteriorate to the same level as before World War II. ### State parliamentarian After an unsuccessful bid to become Lord Mayor of Sydney that saw him defeated by the Labor Party's Pat Hills, Waddy was elected to the New South Wales Legislative Assembly as the Liberal member for the newly created seat of Kirribilli, on Sydney's North Shore, in March 1962. He sold his interest in John L. Waddy Pty Ltd the same year. Appointed Parliamentary Secretary to the Minister for Education in 1967, he was an Assistant Minister from February 1969 until March 1971, when he became a Minister of the Crown in charge of Child Welfare and Social Welfare in Premier Robert Askin's cabinet, succeeding Frederick Hewitt. His portfolio included responsibility for Aboriginal affairs; in 1972 he founded the Aboriginal Lands Trust, staffed by a council of nine elected Indigenous Australians, to assume freehold title of former government reserves in New South Wales as a precursor to granting land rights. Waddy's position was changed to Minister for Youth and Community Services in January 1973. In September he piloted a bill to reorganise the Ministries of Child Welfare and Social Welfare as the Department of Youth and Community Services; the move was designed to "revitalise" and re-focus welfare services, and to remove "overtones of charity and paternalism" inherent in the earlier titles. Waddy was succeeded by Dick Healey on 3 December 1973, and took over as Minister for Health from Harry Jago. On 3 January 1975, he was appointed Minister for Police and Minister for Services under new Premier Tom Lewis, serving until 23 January the following year. In this portfolio he sponsored an amendment to the Parliamentary Electorates and Elections Bill, including provisions to close polling booths at 6 pm rather than 8 pm to expedite the reporting of results, and to change the term "Christian name" to "Given name" on candidate nominations to reflect changing community attitudes. He also put through a bill to hold a referendum on whether to make daylight saving a permanent fixture in New South Wales, following trials that had commenced in 1971. Described by one of his parliamentary colleagues as a "mixture of bon vivant and conservatism", Waddy was also known for an occasionally quick temper; his staff were said to "start making motions as though they were bombing and strafing the enemy" when their boss got "wound up". Charles Cutler, New South Wales Deputy Premier from 1965 to 1975, reflecting on the bond between ex-servicemen in the political arena, recalled Waddy as "a great bloke, but inclined to be a bit pompous when speaking in the house ...", and John Booth found him to have an "old-fashioned sense of service to the community". Waddy was named a Freeman of the City of London in 1972, and Australian Father of the Year in 1973. Having held his state seat in Kirribilli for fourteen years and four re-election campaigns—in 1965, 1968, 1971 and 1973—he was denied preselection by the Liberal Party for the 1976 contest. He resigned from the party and stood as an Independent, but was defeated by future Liberal leader Bruce McDonald. His parliamentary career was over but, in the words of a later Deputy Premier, Ian Armstrong, Waddy had "refused to retreat to political obscurity", and "went out fighting". He was permitted to continue to use the title "Honourable" on his retirement. After eleven years in power in New South Wales, the sitting Liberal government itself lost office in the 1976 poll, to Neville Wran's Labor Party. ## Later life Waddy maintained his interest in aviation during and after his political career. He flew a Beechcraft King Air twin-engined turboprop in the 1969 England-to-Australia Air Race, taking second prize in the New South Wales Government division. As Minister for Child Welfare and Social Welfare with responsibility for Aboriginal affairs in 1971, he piloted his own light plane on three of the longest legs of his tour of government reserves in rural New South Wales. Chairman of the Executive Committee of the Australian and British Guild of Air Pilots and Air Navigators in 1977–78, he was an honorary member of the American Fighter Aces Association, and became director of a private airline, Aquatic Airways, in 1979. He also raised cattle on his farm near Goulburn, New South Wales. Following several bouts of serious illness in his later years, John Waddy died on 11 September 1987, at the age of seventy. He was survived by his wife and three children, and given a funeral at St Andrew's Cathedral, Sydney. His pallbearers included Clive Caldwell and Tom Lewis. Waddy's son Lloyd served in the RAAF Reserve from 1979 to 1995, and was appointed Queen's Counsel in 1988 and later a Justice of the Family Court of Australia. He was also a co-founder and National Convenor of Australians for Constitutional Monarchy. Waddy's widow Ve died in 2006, at the age of ninety-six.
12,434,046
Grey-cowled wood rail
1,160,311,823
Bird in the family Rallidae from Central and South America
[ "Aramides", "Birds described in 1776", "Birds of Central America", "Birds of South America", "Taxa named by Philipp Ludwig Statius Müller", "Taxonomy articles created by Polbot" ]
The grey-cowled wood rail or grey-necked wood rail (Aramides cajaneus) is a species of bird in the family Rallidae, the rails. It lives primarily in the forests, mangroves, and swamps of Central and South America. Of the two subspecies, A. c. avicenniae is found in southeastern Brazil, while the nominate is found throughout the portion of the range not occupied by the other subspecies. The species as a whole is usually found at elevations from sea level to 2,000 metres (6,600 ft), although some have been found above that. This bird's large extent of occurrence along with its population is why it is considered to be least-concern by the International Union for Conservation of Nature (IUCN). In some places, it is occasionally hunted and kept for food. This bird, large for a wood rail, has both a grey head and neck. In the nominate, the back of the head has a brown patch. The are olive-green to dark brown. The chest and flanks are a rufous colour, with the belly, rump, and tail being black. The legs are coral-red, the bill is a bright greenish-yellow, and the eyes are red. The sexes are similar. The juveniles can be differentiated by their duller look, and the chicks have a black, downy appearance, brown head, and black beak. The subspecies avicenniae can be differentiated by its smaller size, lack of a brown patch at the back of the neck, and its lower back being toned slightly olive. The are also pale. A monogamous bird, pairs can be found together throughout the year. During the breeding season, which usually lasts from March to August, the grey-cowled wood rail builds nests that can be found on flat branches and in thickets, usually at heights between 1 and 3 metres (3 and 10 ft). In these nests, there is a clutch consisting of three to seven eggs, incubated by both sexes. The chicks that hatch are precocial, able to move soon after hatching. This rail feeds on a wide range of foods, from molluscs to seeds. It is also known to feed on the feces of giant otters. ## Taxonomy and etymology Placed in the family Rallidae—the rails—this species was originally described as Fulica Cajanea by Philipp Ludwig Statius Müller, in his 1776 Vollständiges Natursystem. Müller based his description on the illustration “Poule d’Eau de Cayenne” (Cayenne's water hen) by French naturalist and artist Edme-Louis Daubenton in his Planches Enlumineés d’Histoire Naturelle. It was eventually moved to the new genus Aramides, the wood rails, by Jacques Pucheran in 1845, and the specific epithet was changed to cajaneus. The grey-cowled wood rail is regarded as being sister species with the russet-naped wood rail, one of the nine members of the genus Aramides, of which the grey-cowled wood rail is included in. The two were classified as subspecies of a single species by James L. Peters in the 1934 edition of his Check-list of Birds of the World, before being separated as species once more in 2015. The two rails have different calls and plumage with no gradation reported. The number of subspecies is contentious, some authorities recognize up to nine, while others recognize only two. It is even suggested that the subspecies avicenniae be split off as a full species, based on differences in morphology and calls, speculated to have arisen because the slaty-breasted wood rail acted as an ecological barrier between the two subspecies. The subspecies, according to the International Ornithologists' Union, are: - Aramides cajaneus cajaneus (Müller, 1776) — from Costa Rica to Colombia, east through Venezuela and Trinidad to Brazil, and south to Northern Argentina and Uruguay - A. c. avicenniae Stotz, 1992 — coastal southeastern Brazil ### Etymology The genus name of the grey-cowled wood rail—Aramides—is derived from the combination of the genus name Aramus and of the Greek oidēs, "resembling". This refers to the similarity between birds of the genus Aramides and the one species of the genus Aramus. The specific epithet, cajaneus, is in reference to the capital city of French Guiana, Cayenne. The subspecies epithet avicenniae honours the Persian philosopher Avicenna. ## Description The grey-cowled wood rail usually measures 33–40 centimetres (13–16 in) long and weighs 320–465 grams (11.3–16.4 oz), particularly large for a wood rail. The are olive-green to dark brown. The head and neck are medium-grey, blending into a brown patch at the back of the head. The eyes are red. The chest and flanks are rufous. The belly, rump, and tail are black. The legs are coral-red, while the bill is a bright greenish-yellow. The males and females are similar. Juvenile birds are similar to the adult but are duller in colour, with their belly sooty-black and flecked with buff. The juveniles also differ in that their bill and legs are dusky, and have brownish eyes. The chicks are black and downy, with a brownish head. Their dark eyes are lined with dull, reddish bare skin. The black bill has a flesh-coloured base, and a small, white behind the tip of the , as well as a very small one at the tip of the . The subspecies avicenniae differs from the nominate by its smaller size. It also varies as its nape to back is a dull grey colour. The brown spot present at the back of the head of the nominate is also reduced or gone. The lower back is toned a slight olive, and the underparts are also slightly paler than the nominate, but without white feathers. Avicenniae'''s upper wing-coverts are also more greenish-grey. The similar but smaller rufous-necked wood rail can be differentiated from the grey-necked wood rail by the former's reddish head and neck with a grey upper back. This bird its simultaneously. This moult occurs during the months from March to June. ### Vocalizations The grey-cowled wood rail has a loud, repetitive cackling call mainly heard at dawn and dusk: pop-tiyi pop-tiyi co-co-co-co-co or chitico chitico cao-cao-cao. These songs are often sung in a chorus or duet. The is a harsh, loud cackle or clucking shriek. The chitico chitico cao-cao-cao call made by this rail is similar to the brown wood rail's kui-ko call. ## Distribution and habitat The grey-cowled wood rail is found in Argentina, Bolivia, Brazil, Colombia, Costa Rica, Ecuador, French Guiana, Guyana, Panama, Paraguay, Peru, Suriname, Trinidad and Tobago, Uruguay, and Venezuela. The nominate subspecies is cut off by the Andes Mountains and lives east of the range in Ecuador, Peru, and Bolivia; it is not found in the southeastern interior of Brazil. The subspecies avicenniae is found in coastal southeastern Brazil, around São Paulo. The grey-cowled wood rail's natural habitats are subtropical or tropical moist lowland forests, subtropical or tropical mangrove forests, and subtropical or tropical swamps. The subspecies avicenniae, however, is almost completely restricted to mangrove forests. The grey-cowled wood rail can be found from sea level to elevations around 2,000 metres (6,600 ft), although some wanderers have been recorded at elevations up to 2,300 metres (7,500 ft) in Colombia. ## Behaviour and ecology This bird can be seen to perch in both shrubbery and even trees, something characteristic of the forest rails. The grey-cowled wood rail rarely flies, although when it is flushed out, it will generally move to a branch close to the ground. If it is being observed, it is generally cautious. ### Breeding The grey-cowled wood rail's nests are situated in trees and bushes, usually 1 to 3 metres (3.3 to 9.8 ft) off the ground, built on flat branches or in thickets and lined with twigs and leaves. They generally have a diameter between 30 and 40 centimetres (12 and 16 in) on the outside, with an internal diameter of around 15 centimetres (5.9 in). The depth is usually between under 4 and 9 centimetres (1.6 and 3.5 in). The overall height of the nest is around 16 centimetres (6.3 in). This bird is monogamous, forming long lasting pair bonds, with pairs of grey-necked wood rails staying together throughout the year. Its breeding season usually occurs between March and August, although this varies depending on geography. In Costa Rica, the breeding season extends until September. In Mexico, on the other hand, the breeding season is known to start as early as January. In captivity, this wood rail is territorial. The clutch the grey-cowled wood rail lays usually consists of three to seven brown-blotched, slightly glossy, whitish eggs, although clutches consisting of five eggs are most typical. These eggs usually measure around 52 by 36 millimetres (2.0 by 1.4 in) and weigh between 25.1 and 27.1 grams (0.89 and 0.96 oz). They are incubated by both sexes, each taking six to eight hour shifts, for around 20 days. In captivity, the male incubates during the day, and the female during the night. The chicks hatch precocial and are cared for by the parents for one or two days before leaving the nest, although chicks sometimes use the brood nest until they are 40 days old. ### Feeding This bird feeds at night, eating various invertebrates and small vertebrates. While in mangroves, it commonly feeds on crabs. Otherwise, it will generally feed on molluscs (such as snails, including Pomacea flagellata), arthropods, frogs, seeds, grains, leaves, berries, palm fruits, and the occasional water snake. Maize, rice, and bananas are also viable food items for the grey-necked wood rail. It is also known to feed on the feces of giant otters at latrines. When eating snails, this rail will hammer at the shells to extract them. For berries, it will jump high to break off clusters of this fruit. After doing this, it will pick off the berries one by one and eat them. It uses its partially open bill to probe and move aside debris like leaf litter. It is generally wary and secretive, and selfish when mated. This manifests in warning its partner with threat displays to keep it at a distance. Even so, it has occasionally been seen to openly forage in short grass near thickets and in streams or muddy tracks. ### Parasites The grey-cowled wood rail is the type host of Plasmodium bertii, an apicomplexan parasite, meaning that P. bertii was originally discovered on this organism. P. lutzi'' is also found on this bird. ## Status This rail is considered to be a least-concern species, according to the IUCN. The justification is this species' stable and large population, believed to be somewhere between five million and 50 million individuals. The grey-cowled wood rail also has a large extent of occurrence, estimated to cover 21.4 million square kilometres (8.3 million sq mi). It is common throughout its range, although it is adversely affected by destruction of its habitat. ### Human interaction The grey-cowled wood rail is occasionally hunted for food in northeast Brazil. They are usually hunted with baited fish hooks that are laid near the bodies of water where these birds forage. In the Las Minas District, in Panama, this bird is also kept for food. Although it is generally cautious, it can tolerate an approach by humans up to about 10 metres (33 ft) away from it, after which it will retreat into the undergrowth.
6,589,264
Death of Kevin Gately
1,155,449,790
Anti-Nazi protestor who died in 1974
[ "1953 births", "1974 deaths", "1974 in London", "Alumni of the University of Warwick", "Metropolitan Police operations", "Protest-related deaths" ]
Kevin Gately (18 September 1953 – 15 June 1974) was a student who died as the result of a head injury received in the Red Lion Square disorders in London while protesting against the National Front, a far-right, fascist political party. It is not known if the injury was caused deliberately or was accidental. He was not a member of any political organisation, and the march at Red Lion Square was his first. He was the first person to die in a public demonstration in Great Britain for at least 55 years. On 15 June 1974 the National Front held a march through central London in support of the compulsory repatriation of immigrants. The march was to end at Conway Hall in Red Lion Square. A counter-demonstration was planned by Liberation, an anti-colonial pressure group. During the late 1960s and early 1970s, the London council of Liberation had been increasingly infiltrated by hard-left political activists, and they invited several hard-left organisations to join them in the march. When the Liberation march reached Red Lion Square, the International Marxist Group (IMG) twice charged the police cordon blocking access to Conway Hall. Police reinforcements, including mounted police and units of the Special Patrol Group, forced the rioting demonstrators out of the square. As the ranks of people moved away from the square, Gately was found unconscious on the ground. He was taken to hospital and died later that day. Two further disturbances took place in the vicinity, both involving clashes between the police and the IMG contingent. A public inquiry into the events was conducted by Lord Scarman. He found no evidence that Gately had been killed by the police, as had been alleged by some elements of the hard-left press, and concluded that "those who started the riot carry a measure of moral responsibility for his death; and the responsibility is a heavy one". He found fault with some actions of the police on the day. The events in the square made the National Front a household name in the UK, although it is debatable if this had any impact on their share of the vote in subsequent general elections. Although the IMG was heavily criticised by the press and public, there was a rise in localised support and the willingness to demonstrate against the National Front and its policies. There was further violence associated with National Front marches and the counter-demonstrations they faced, including in Birmingham, Manchester, the East End of London (all 1977) and in 1979 in Southall, which led to the death of Blair Peach. After Peach's death, the Labour Party Member of Parliament Syd Bidwell, who had been about to give a speech in Red Lion Square when the violence started, described Peach and Gately as martyrs against fascism and racism. ## Background ### Liberation and the National Front Liberation was formed in 1954 as the Movement for Colonial Freedom, an advocacy group focused on influencing British policy in support of anti-colonial movements in the British Empire. The president of the organisation was Lord Brockway, and two Labour Party members of parliament (MPs) acted as officers. From the early-to-mid-1960s the organisation spent much of its energy in ensuring it was not taken over by members of the Communist Party of Great Britain (CPGB), a party also dedicated to promoting anti-colonialism. According to the historian Josiah Brownell, despite the organisation's efforts, by 1967 the London Area Council was dominated by CPGB members, including Kay Beauchamp, Tony Gilbert, Dorothy Kuya and Sam Kahn. The National Front was founded in 1967 as a far-right, fascist political party. From its inception the organisation had four main issues on which they campaigned: opposition to Britain's membership of the European Economic Community; Ulster; the trade unions and what the journalist Martin Walker calls "the post-immigration attack on black people born in Britain". The National Front had grown rapidly in the early 1970s and by 1974 the membership was about 10,000–12,000. ### Planning In mid-April 1974 the National Front booked the large theatre room at Conway Hall, a meeting house owned by the Conway Hall Ethical Society in Red Lion Square in central London. The meeting was on the subject "Stop immigration—start repatriation", and was in response to plans by the Labour government to repeal parts of the Immigration Act 1971. The repeal would have given illegal immigrants leave to remain in the UK. The National Front had booked the room for meetings in the previous four years; the meeting in October 1973 had been picketed by demonstrators, leading to scuffles, injuries and arrests. In early May the National Front sent their plans for their march and meeting to the Metropolitan Police. They allowed for 1,500 members on 15 June from Westminster Hall to 10 Downing Street to deliver a petition to Harold Wilson, the prime minister, and then continue to Conway Hall for the meeting. A journalist contacted the London Area Council of Liberation on 4 June and informed them about the National Front's plans. Two days later Liberation called a meeting to arrange a counter-demonstration; among those invited were several hard-left organisations, including the CPGB, International Socialists (IS; later known as the Socialist Workers Party), the Workers Revolutionary Party, Militant Tendency and the International Marxist Group (IMG). As with the National Front, these groups were prepared to use violence against their political opponents; Sir Robert Mark, the Commissioner of the Metropolitan Police in 1974, described the coalition of groups as "not a whit less odious than the National Front". Liberation also booked the smaller assembly room at Conway Hall for 15 June, to coincide with the National Front meeting. The booking caused consternation among some members of Liberation, and with the National Union of Students (NUS), who asked Liberation to cancel the meeting. Liberation also planned a demonstration for 15 June, leaving the Victoria Embankment and marching to Red Lion Square to enter Conway Hall. The police discussed the situation with Liberation and asked them to enter the hall for their meeting by the back door in Theobalds Road. The police also agreed the organisation could hold a small open-air meeting in Red Lion Square, which they needed to access from Old North Road, which linked the square and Theobalds Road. Syd Bidwell, a Labour Party MP was scheduled to address the meeting. Liberation had not been involved in political violence, and police did not fear any violence. What Liberation did not know was that the IMG were determined to picket the front entrance of Conway Hall to deny the National Front access. ### Kevin Gately Kevin Gately was born on 18 September 1953 and was 20 at the time of the disorders at Red Lion Square. Originally from Kingston upon Thames, Surrey, he was a mathematics student at the University of Warwick and had never been part of a political demonstration before joining a group of students from Warwick who travelled to London for the day. Gately was 6 feet 7 inches (2.01 m) or 6 feet 9 inches (2.06 m) tall with red hair; he is identifiable in several photographs from the day, his head and shoulders clearly above those of his fellow demonstrators. ## 15 June 1974 On 15 June 1974 the police on duty at Red Lion Square were under the control of deputy assistant commissioner John Gerrard. He had allocated four foot-police serials—100 officers—to the National Front march and four to the Liberation march. There were seven foot-police serials in Red Lion Square, plus ten in reserve—two in Dane Street and eight in Bloomsbury Square. Also in reserve were four Special Patrol Group (SPG) units, comprising 112 officers, held near Holborn police station. Two mounted units were also on duty, both in Red Lion Square. In total during the day were 711 foot-police and 25 mounted police; with additional support from traffic and CID officers, there were 923 police deployed to marshal the two marches. The SPG was a specialist squad within the Metropolitan Police. It provided a mobile, centrally controlled reserve of uniformed officers which supported local areas, particularly when policing serious crime and civil disturbances. The SPG comprised police officers capable of working as disciplined teams preventing public disorder, targeting areas of serious crime, carrying out stop and searches, or providing a response to terrorist threats. Each SPG unit consisted of an inspector, three sergeants and twenty-four officers. ### Marches to Red Lion Square; first disturbance The National Front marchers—about 900 strong—moved off from their assembly point in Tothill Street at 14:59, making their way through Parliament Square and on through the West End of London, arriving at the junction of Vernon Place and Southampton Row at 15:53. They were held there until about 16:00, when they turned right, moved down Southampton Row, turned left into Fisher Street, and then along the south and east sides of Red Lion Square, arriving at the front entrance to Conway Hall at about 16:20. Through the course of their march, they used two groups as "defence parties" ready to defend the column from attack from demonstrators coming from side streets; the march was unmolested throughout the route. The Liberation march comprised between 1,000 and 1,500 people. Most were in their late teens and early twenties; many were students. They left their assembly point on the Embankment at 14:48, making their way via the Strand and High Holborn to arrive at the rear entrance of Conway Hall at 15:33. Thirty people left the march at this point and entered the building to take part in the Liberation meeting. The remainder of the marchers continued to the junction with Old North Street, where they turned left and made their way to Red Lion Square, arriving there at 15:36. When the Liberation march arrived in the square, they found a police cordon blocking the way to the left—stopping them accessing the front entrance to Conway Hall. A section of mounted police was lined up behind the cordon. The leading 500 marchers turned to the right, heading towards where the open-air meeting was supposed to take place; as they did so, the IMG, who headed the remainder of the march, slowed their pace, allowing a gap to open with the lead marchers. The marchers at front of the IMG section linked arms and charged round the corner into the police cordon in what the subsequent inquiry called "a deliberate, determined and sustained attack". Several missiles and two smoke bombs were thrown at the police, and some of the demonstrators used the staves of their placards or poles of the banners as weapons against the police. The cordon was bent out of shape, but remained intact. Gerrard called in the two squads of SPG who were on stand-by. Before they arrived, a second surge from the IMG briefly broke through the cordon, bringing marchers into contact with the mounted police. When the SPG arrived, they formed a V-shaped wedge and drove the crowd backwards so the cordon could be re-imposed. The wedge split the demonstrators in two, pushing some back up Old North Street, and some along the north side of the square. The square was cleared of rioters by 15:50—approximately 15 minutes after the first IMG charge on the police cordon—and the SPG continued to press demonstrators from Old North Street back to Theobalds Road. During the surge by the SPG, they came into contact with the peaceful demonstrators in the march, driving them apart, as had happened with the IMG contingent. During this action several demonstrators were left on the ground; one of those was Kevin Gately. Because of his height, he was caught on press photographs with fellow students from Warwick; they had been marching behind the IMG group. The last photograph of him alive shows him unscathed, facing up Old North Street and retreating with other students; the photograph was taken before the IMG's second surge towards the police cordon. He was next seen separately by Gerrard and the journalist Peter Chippindale, lying unconscious on the ground as the retreating ranks of people stepped over him. There were no witnesses or other evidence to suggest what happened to Gately between the final photograph and him being on the ground. Gately was picked up by the police and taken to a nearby St John Ambulance post, where he was treated before being taken to University College Hospital; he died four hours later. Gately was the first death during a demonstration in Britain for 55 years. ### Second disturbance; Southampton Row Having been moved out of Old North Street, the IMG contingent made their way along Theobalds Road to the junction with Southampton Road. They were held at the crossroads as the National Front march had also arrived at the junction. A cordon of 120–140 police officers stood between the two groups. Twelve mounted police arrived at the spot just before 16:00 and, fearing a clash between the two sides, they were ordered to drive the Liberation march back down Theobalds Road; the demonstrators were given no prior warning or opportunity to remove themselves before the police moved against them. The retreating demonstrators could not freely make their way back down the road as the police who had driven demonstrators out from Old North Street were blocking the path; blocked in, more violence ensued, with missiles thrown at the police, who used their truncheons freely. According to Richard Clutterbuck, in his examination of political violence in Britain, "newspaper reporters were more critical of the way the police behaved here than in the earlier incident in Red Lion Square itself". ### Third disturbance; Boswell Street A small group of IMG members, around 70 in total, formed in Boswell Street, just off Theobalds Road. They were seen by Chief Superintendent Adams who considered them militant and hostile because their arms were linked and appeared to be carrying stakes or batons. He instructed an SPG unit to clear them from the street. His opinion was challenged by several other observers, including two nearby journalists and one of the police sergeants in the SPG unit. The unit advanced into Boswell Street and there was a clash with the IMG members about halfway down the road. Eyewitnesses differ in their accounts as to who was the first of the two groups to offer violence. There were some arrests, which, according to Lord Scarman in his review of the events, "involve[ed] a considerable degree of force". At around this time of the Boswell Street clash—16:20—the National Front had been led around the south and east sides of Red Lion Square and into Conway Hall. There was no trouble or contact between the main Liberation march—still having their open-air meeting in the square—and the National Front. Police arrested 51 people during the disturbances, all from the hard-left contingents. Fifty four people reported injuries, 46 of whom were police officers. While the number of reported injuries was low, Scarman noted "many more must have suffered unpleasant injuries of greater or lesser severity which were never reported". ## Aftermath That evening and in the following weeks, the media reported and commented on the events in the square. Nearly all the mainstream media agreed that the initial clash between marchers and the police was a deliberate attack by the IMG, while many blamed the police for the clash at the junction of Theobalds Road and Southampton Road. One of those newspapers that followed that line was The Guardian, whose headline reported "Left wing deliberately started violence". The report, by Chippindale and Walker, said of the first surge by IMG marchers into the police cordon, "We are in no doubt at all that at this point the marchers around the banner deliberately charged the police cordon". The only journalistic sources that blamed the police for the violence were those from the hard-left newspapers; the Socialist Worker carried the headline "Murdered... By Police". The post-mortem took place on 16 June 1974 and was conducted by Iain West. He noted some bruising on Gately's face, and one behind the ear: "There was a small roughly oval bruise on the left side of the scalp about 1+1⁄4 inches behind and slightly below the middle of the back of the left ear, 3⁄4 inch in diameter. The bruising extended through all the layers of the scalp." He concluded "Death has resulted from compression of the brain by a large subdural haemorrhage resulting from a head injury ... The bruise ... could have been caused by a blow by or against a hard object, resulting in the formation of a subdural haemorrhage." When later asked what could have caused the bruise, he said "It didn't look particularly like a truncheon injury—it looked more like an object with a rougher surface. That appeared to be the only significant injury on his body ... it seemed most likely to me that he'd been knocked over and struck his head on the curb or been hit by a piece of sawn timber". On 17 June, Bidwell—who was also chairman of the London Council of Liberation—and John Randall, the president of the NUS, separately called for a public inquiry into the conduct of the police. The police welcomed any inquest into the events that took place. Gately was buried on 21 June at St Raphael's Church, Surbiton, the church in which he had been baptised. The same day, 500 students, all wearing black armbands, marched through Coventry, the home town of the University of Warwick. To support the call for an inquest, the NUS held a silent march in London on 22 June 1974. The family asked that the marchers did not carry banners, so only one was shown, at the front of the march, that read "Kevin Gately was killed opposing racism and fascism". About 8,000 people took part in the march, which was described by the journalist Jeremy Bugler as "a dramatic contrast to last week's battle. Almost completely silent, it was perfectly disciplined". The inquest into Gately's death was opened on 19 June 1974 and adjourned until July. The full hearing took place on 11 and 12 July; because of the public interest in the matter, a jury was appointed. None of the witnesses saw Gately receive any blow to the head. One student told the inquest he saw Gately sink to the floor without being hit. "His eyes were closed. I assumed that he had fainted. He was totally unconscious before he hit the ground. He fell sideways as his knees buckled". He tried to reach Gately to help, but was pushed away with the movement of the crowd. The jury reached a verdict of death by misadventure. Eighty-two charges were brought against the fifty-one people arrested on the day. Twenty-nine of the charges were dismissed, with fifty-three convictions. No-one was imprisoned, and the penalties were either conditional discharges, being bound over, a fine or a suspended sentence. On 28 June 1974 Roy Jenkins, the Home Secretary, appointed Scarman to conduct a public inquiry into the events in Red Lion Square "to consider whether any lessons may be learned for the better maintenance of public order when demonstrations take place". Jenkins determined that the inquiry would take place after the inquest had concluded. ### Scarman Inquiry The Scarman inquiry into the events sat for 23 days between 2 September and 2 October; 57 witnesses gave evidence, comprising 19 police officers, 17 demonstrators, 12 journalists, 5 residents or by-standers and 4 others. The report was published in February 1975. Scarman interpreted the breaching of the police cordon in Red Lion Square as a riot, from the legal definition of the term, which allowed the police a wider scope of possible responses to take, including the use of reasonable force. In regards to Gately's death, he wrote: > There is no evidence that he was struck any blow by any policeman or injured in any way by a police horse: it is not even possible to say whether it was a blow, a fall, a kick or being trampled on which caused the superficially tiny injury that led to his brain haemorrhage. As the blame could not be applied to a specific action by the police or a demonstrator, he concluded "That is why, in my judgement, those who started the riot carry a measure of moral responsibility for his death; and the responsibility is a heavy one". Scarman criticised the police on some of the tactics used in the day's operation. The clearing of peaceful demonstrators at the junction of Theobalds Road and Southampton Road by mounted police was done without warning. He wrote "Public order is an exercise in public relations. ... It may have caused less ... alarm if a warning had been given to the effect that the police required to disperse." The situation was worsened by the presence of police behind those at the junction, which obstructed the avenue of retreat for those trying to avoid the police horses. Scarman also criticised the police for allowing the two marches get too close to each other. Clutterbuck observes that the police were probably reliant on an out-dated view of Liberation, which had not taken into account their takeover by hard-left elements. In October 1975, after Scarman had finished taking evidence but before his findings were published, the NUS published the booklet "The Myth of Red Lion Square". In it, they wrote Gately "died as a direct result of a police attack using batons and horses". Scarman thought the publication prior to his findings was "an affront to the inquiry"; he was troubled by the fact that William Wilson, the MP for Coventry South East had provided an introduction for the book. ## Legacy For the remainder of the 1970s, Liberation found their ability to lead demonstrations against the National Front was diminished, partly because of Red Lion Square, and partly because their agenda was focused on abolishing imperialism and neo-colonialism. The IMG was heavily criticised in the public domain for the violence in Red Lion Square. The organisation also received condemnation from the CPGB, as, they said, the violence made it difficult for the anti-fascist movement to broaden its appeal. The IMG no longer relied on mass demonstrations to get their message across, and subsequent opposition to National Front marches was led by the Socialist Workers Party. The events helped make the National Front a household name in the UK. News reports showed the National Front standing waiting for police directions, while violence was taking place between the hard-left elements and the police. Walker, in his study of the organisation, states that "it was the NF which emerged as the innocent victims of political violence, the Left who emerged as the instigators, and it was a 21-year-old [sic] student who died." According to Clutterbuck, "the result was precisely what the NF would have wished—publicity for the purpose of their demonstration, discrediting of their detractors, increasing applications for their membership and a substantially increased vote both at the next General Election and at subsequent by-elections". The academic Stan Taylor disputes Clutterbuck's conclusion that the events helped the National Front at the October 1974 general election as, although they raised their vote in some seats, their share of the national vote remained consistent. Despite the blame for Gately's death and the violence of the day being levelled at the hard-left protesters—both in Scarman's report and the media—the number of demonstrators against the National Front and racist policies rose at local levels in the UK through the 1970s. Local demonstrations disrupted election addresses by National Front candidates in the October 1974 election, there was an increase in the amount of literature against them and their policies, and National Front demonstrations through the rest of the 1970s attracted large counter-demonstrations. The increasingly provocative actions by the National Front continued through the 1970s and led to what Peter Waddington, an academic in policing and social policy, describes as "a predictably violent response" from the militant left—violence from both sides was evident in Birmingham, Manchester, the East End of London (all 1977) and in 1979 in Southall, which led to the death of Blair Peach. Following the death of Peach, Bidwell said in Parliament "Blair Peach, together with young Kevin Gately, who died in 1974 in the Red Lion Square events, will be regarded by history as a martyr and a young courageous campaigner against fascism and racism". The University of Warwick have a collection of documents relating to the aftermath of Gately's death. In 2019 the university's student union named one of its meeting rooms after Gately. The union have a mural commemorating him in their main building. ## See also - Death of Ian Tomlinson
450,176
Arthur W. Radford
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US Navy admiral
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Arthur William Radford (27 February 1896 – 17 August 1973) was an admiral and naval aviator of the United States Navy. In over 40 years of military service, Radford held a variety of positions including the vice chief of Naval Operations, commander of the United States Pacific Fleet and later the second chairman of the Joint Chiefs of Staff. With an interest in ships and aircraft from a young age, Radford saw his first sea duty aboard the battleship USS South Carolina during World War I. In the inter-war period he earned his pilot wings and rose through the ranks in duties aboard ships and in the Bureau of Aeronautics. After the U.S. entered World War II, he was the architect of the development and expansion of the Navy's aviator training programs in the first years of the war. In its final years he commanded carrier task forces through several major campaigns of the Pacific War. Noted as a strong-willed and aggressive leader, Radford was a central figure in the post-war debates on U.S. military policy, and was a staunch proponent of naval aviation. As commander of the Pacific Fleet, he defended the Navy's interests in an era of shrinking defense budgets, and was a central figure in the "Revolt of the Admirals," a contentious public fight over policy. As Chairman of the Joint Chiefs, he continued to advocate for aggressive foreign policy and a strong nuclear deterrent in support of the "New Look" policy of President Dwight Eisenhower. Retiring from the military in 1957, Radford continued to be a military adviser to several prominent politicians until his death in 1973. For his extensive service, he was awarded many military honors, and was the namesake of the Spruance-class destroyer USS Arthur W. Radford. ## Early life Arthur William Radford was born on 27 February 1896 in Chicago, Illinois, to John Arthur Radford, a Canadian-born electrical engineer, and Agnes Eliza Radford (née Knight). The eldest of four children, he was described as bright and energetic in his youth. When Arthur was six years old the family moved to Riverside, Illinois, where his father took a job as a managing engineer with Commonwealth Edison Company. John Radford managed the first steam turbine engines in the United States, at the Fisk Street Generating Station. Arthur began his school years at Riverside Public School, where he expressed an interest in the United States Navy from a young age. He gained an interest in aviation during a visit to the 1904 World's Fair in St. Louis, Missouri. By fourth grade, he frequently drew detailed cross-section diagrams of the USS Maine. He was shy, but performed very well in school. In mid-1910, Radford moved with his family to Grinnell, Iowa, and attended Grinnell High School for a year and a half, before deciding to apply to the United States Naval Academy. He obtained the local congressman's recommendation for an appointment to the academy, and was accepted. After several months of tutoring at Annapolis, Maryland, he entered the academy in July 1912, at the age of sixteen. Although Radford's first year at the academy was mediocre he applied himself to his studies in his remaining years there. He participated in summer cruises to Europe in 1913 and 1914 and passed through the Panama Canal to San Francisco in 1916. Radford, known as "Raddie" to his fellow students, graduated 59th of 177 in the class of 1916, and was commissioned as an ensign in the U.S. Navy during the First World War. ## Military career Radford's first duty was aboard the battleship USS South Carolina, as it escorted a transatlantic convoy to France in 1918. In his second post he was an aide-de-camp to a battleship division commander, and in his third, a flag lieutenant for another battleship division commander. In 1920, Radford reported to Pensacola, Florida, for flight training, and was promoted to lieutenant soon thereafter. During the 1920s and 1930s his sea duty alternated among several aircraft squadrons, fleet staffs, and tours in the U.S. with the Bureau of Aeronautics. It was during this time, while he served under Rear Admiral William Moffett, that he frequently interacted with politicians and picked up the political acumen that would become useful later in his career. While he did not attend the Naval War College, as other rising officers did, Radford established himself as an effective officer who would speak his mind frankly, even to superiors. Radford achieved the rank of lieutenant commander by 1927, and served with aircraft units aboard USS Colorado, USS Pennsylvania, and USS Wright. In 1936, he was promoted to commander and took charge of fighter squadron VF-1B aboard USS Saratoga. By 1939, he was given command of Naval Air Station Seattle in Seattle, Washington. On 22 April 1939, he married Miriam J. (Ham) Spencer at Vancouver Barracks, Washington. Spencer (1895–1997) was a daughter of George Ham of Portland, Oregon, and the former wife of (1) Albert Cressey Maze (1891–1943), with whom she had a son, Robert Claude Maze Sr., Major, USMC who was killed in action in 1945 and (2) Earl Winfield Spencer Jr. In May 1940, Radford was appointed executive officer of the USS Yorktown, a post he served in for one year. In July 1941, Radford was appointed commander of the Naval Air Station in Trinidad, British West Indies. He protested this appointment because he feared he would remain there for years, sidelined as World War II loomed. In the event he only remained in this station for three months, following an organizational shift in the Bureau of Aeronautics. By mid-1941, thanks to a large expansion in the naval aviator program, squadrons could no longer train newly arrived aviators. Further, at that time, the vast difference in the performance of combat aircraft over training aircraft meant that pilots needed more time in combat aircraft before becoming proficient in them. Radford was subsequently visited by Artemus L. Gates, Assistant Secretary of the Navy for Air. The latter was so impressed that he ordered Rear Admiral John H. Towers, chief of the Bureau of Aeronautics, to transfer Radford to a newly formed training division. ### World War II #### Aviation Training Division Radford took command of the Aviation Training Division in Washington, D.C., on 1 December 1941, seven days before the attack on Pearl Harbor that brought the United States into World War II. He was appointed as Director of Aviation Training for both the Office of the Chief of Naval Operations and the Bureau of Navigation; the double appointment helped to centralize training coordination for all naval aviators. With the U.S. mobilizing for war, Radford's office worked long hours six days a week in an effort to build up the necessary training infrastructure as quickly as possible. For several months, this around-the-clock work took up all of his time, and he later noted that walking to work was his only form of exercise for several months. During this time, he impressed colleagues with a direct and no-nonsense approach to work, while maintaining a demeanor that made him easy to work for. He was promoted to captain soon after. Throughout 1942 he established and refined the administrative infrastructure for aviation training. Radford oversaw the massive growth of the training division, establishing separate sections for administration; Physical Training Service Schools; and training devices; and sections to train various aviators in flight, aircraft operation, radio operation, and gunnery. The section also organized technical training and wrote training literature. He also engineered the establishment of four field commands for pilot training. Air Primary Training Command commanded all pre-flight schools and Naval reserve aviation bases in the country. Air Intermediate Training Command administered Naval Air Station Pensacola and Naval Air Station Corpus Christi where flight training was conducted. Air Operational Training Command was in charge of all education of pilots between pilot training and their first flying assignments. Finally, Air Technical Training Command trained enlisted men for support jobs in aviation such as maintenance, engineering, aerography, and parachute operations. Radford sought to integrate his own efficient leadership style into the organization of these schools. Radford was noted for thinking progressively and innovatively to establish the most effective and efficient training programs. He sought to integrate sports conditioning programs into naval aviator training. Radford brought in athletic directors from Ohio State University, Harvard University and Penn State University under football player and naval aviator Tom Hamilton, to whom he gave the remit to develop the conditioning programs. Radford also suggested integrating women into intricate but repetitive tasks, such as running flight simulators. When commanders rejected the idea of bringing women into the service, he convinced Congressman Carl Vinson, chair of the House Naval Affairs Committee of the merit of the idea. This effort eventually led to the employment of the "Women Accepted for Volunteer Emergency Service", and 23,000 WAVES would assist in aeronautical training in the course of the war. Radford also sought to best use the assets of businessmen and professionals who had volunteered for military service, establishing the Aviation Indoctrination School and Air Combat Intelligence School at Naval Air Station Quonset Point so as to enable these advanced recruits to become more experienced naval officers. #### Sea duty By early 1943, with Radford's training programs established and functioning efficiently, he sought combat duty. In April of that year, he was ordered to report to the office of Commander, Naval Air Forces, Pacific Fleet where he was promoted to rear admiral and tapped to be a carrier division commander. This was an unusual appointment, as most carrier division commanders were appointed only after duty commanding a capital ship. He then spent May and June 1943 on an inspection party under Gates, touring U.S. bases in the south Pacific. Following this, he was assigned under Rear Admiral Frederick C. Sherman, commander of Carrier Division 2 at Pearl Harbor. Radford spent several weeks observing flight operations and carrier tactics for various ships operating out of Hawaii. He was particularly impressed with how carrier doctrine had evolved in the time since his own assignment on a carrier, and in June 1943, he was ordered to observe operations on the light aircraft carrier USS Independence, learning the unique challenges of using light carriers. On 21 July 1943, Radford was given command of Carrier Division Eleven, which consisted of the new Essex-class carrier USS Lexington as well as the light carriers USS Independence and USS Princeton. These carriers remained at Pearl Harbor through August, training and refining their operations. Radford got his first operational experience on 1 September 1943, covering a foray to Baker and Howland Islands as part of Task Force 11 under Rear Admiral Willis A. Lee. Radford commanded Princeton, USS Belleau Wood and four destroyers to act as a covering force for Lee's marines, who built an airfield on the islands. After this successful operation, and at the direction of Admiral Chester W. Nimitz, Task Force 11 was joined by Task Force 15, with Lexington, under Rear Admiral Charles A. Pownall. The two task forces then steamed for Tarawa Atoll to strike it. On the night of 17 September, the carriers launched six strikes of fighter aircraft, dive bombers, and torpedo planes to work over the Japanese defenses. Next, Radford and his carriers took part in an air attack and cruiser bombardment of Wake Island on 5 to 6 October 1943. He shifted his flag to Lexington for the operation, which took two days. Though the effects on Japanese positions were not known, Radford and other leaders considered the operations useful for preparing their forces for the major battles to come in the Central Pacific. #### Major combat operations Major operations in the Central Pacific began that November. Radford's next duty was in Operation Galvanic, a campaign into the Gilbert Islands with the objective of capturing Tarawa as well as Makin Island and Apamama Atoll. It would be one of the first times that American carriers would be operating against Japanese land-based air power in force, as U.S. Army troops and U.S. Marines fought the Japanese on the ground. For this mission, Radford's carrier division was designated Task Group 50.2, the Northern Carrier Group, which consisted of USS Enterprise, USS Belleau Wood and USS Monterey. He did not agree with this strategy, maintaining until his death that the force should have gone on an offensive to strike Japanese air power instead of being tied to the ground forces. Despite his objections, the force left Pearl Harbor for the Gilbert Islands on 10 November. The invasion began on 20 November. Radford's force was occupied with air strikes on Japanese ground targets, and faced frequent attack by Japanese aircraft in night combat, which U.S. aircrews were not well prepared or equipped for. He improvised a unit to counter Japanese night raids, and was later credited with establishing routines for nighttime combat air patrols to protect carriers; these were adopted fleetwide. He commanded Carrier Division Eleven around Tarawa for several more days, returning to Pearl Harbor on 4 December. Returning from Tarawa, Radford was reassigned as chief of staff to Towers, who was Commander, Air Force, Pacific Fleet. He assisted in planning upcoming operations, including Operation Flintlock, the invasion of the Marshall Islands. He had hoped to return to combat duty at the end of this assignment, but in March 1944 he was ordered to Washington, D.C., and appointed as Deputy Chief of Naval Operations. He assumed this new duty on 1 April, a role which was primarily administrative in nature. His duties included establishing a new integrated system for aircraft maintenance, supply, and retirement, for which he was appointed the head of a board to study aircraft wear and tear. After six months in this duty, Radford was returned to the Pacific theater by Admiral Ernest J. King, the Chief of Naval Operations (CNO) and Commander in Chief, United States Fleet. Radford returned to Pearl Harbor on 7 October 1944, where he was appointed as commander of First Carrier Task Force, Carrier Division Six. While flying to his new command, he was held over in Kwajalein and then Saipan, missing the Battle of Leyte Gulf which took place in the Philippines during the layover. He flew to Ulithi where he reported to Vice Admiral John S. McCain, Sr., commander of Task Force 58. For the next two months, Radford remained on "make learn" status, again under Sherman's command, observing the operations and employment of carrier-based air power as a passenger aboard USS Ticonderoga, part of Task Group 38.3. During this time, he observed the strikes on Luzon and the Visayas, as well as air attacks on Japanese shipping and Typhoon Cobra. On 29 December 1944, Radford was unexpectedly ordered to take command of Task Group 38.1 after its commander, Rear Admiral Alfred E. Montgomery, was injured. The next day the fleet sortied from Ulithi and headed for scheduled air strikes on Luzon and Formosa (Taiwan). Throughout January 1945, Radford's fleet operated in the South China Sea striking Japanese targets in French Indochina and Hong Kong. In February, the U.S. Third Fleet was re-designated the U.S. Fifth Fleet, and as a part of this reorganization Radford's force was redesignated Task Group 58.4. He continued striking Japanese targets in the Inland Sea during March. On 1 April, the force was moved to support the Battle of Okinawa. Over the course of the next two months, his force continued its use of night raids, which by this point were effective in repelling Japanese attacks on U.S. Navy ships. After two months supporting ground forces on Okinawa, Radford's fleet was detached from that operation. Returning to the Third Fleet and being re-designated Task Group 38.4, the force began operating off the Japanese Home Islands in July 1945. It began an intense airstrike campaign against military targets on Honshu and Hokkaido, striking Japanese airfields, merchant shipping, and ground targets. Radford commanded the force in this duty until V-J Day, the end of the war in the Pacific. Upon receipt of the orders to end hostilities, he signaled his ships that he was proud of their accomplishments. ### Post-war years Radford was promoted to vice admiral in late 1945. For a time he was Deputy Chief of Naval Operations for Air under Secretary of the Navy James V. Forrestal. During the post-war period, Radford was a strong advocate that naval aviation programs be maintained. When Fleet Admiral Ernest J. King issued a post-war plan calling for the U.S. to maintain nine active aircraft carriers, Radford suggested he double the number, a politically unrealistic proposal. After the war, Radford was a principal opponent to a plan to merge the uniformed services. A plan existed to split the Army and the Army Air Forces into separate branches and unite them and the Navy under one Cabinet-level defense organization. Fearing the loss of their branch's influence, Navy commanders opposed the formation of a separate Air Force and favored a more loose defense organization. Radford was picked by Forrestal to form the Secretary's Committee of Research and Reorganization. Months of discussion resulted in the National Security Act of 1947, a political victory for the Navy because it created the U.S. Air Force while resulting in a coordinated, not unified, U.S. Department of Defense with limited power and with the Navy maintaining control of its air assets. In 1947, Radford was briefly appointed commander of the Second Task Fleet, a move he felt was to distance him from the budget negotiations in Washington, but nonetheless preferred. In 1948, Radford was appointed by President Harry S. Truman as the Vice Chief of Naval Operations (VCNO). Debates continued with military leaders about the future of the United States Armed Forces as Truman sought to trim the defense budget. Radford was relied on by Navy leaders as an expert who would fiercely defend the Navy's interests from budget restrictions, but his appointment as VCNO was opposed by Fleet Admiral Chester Nimitz, who feared his hard-line stance on the budget would alienate the generals in the other branches of the military. Some historians contend Radford brought strong leadership to the role. Naval aviation assets grew from 2,467 aircraft to 3,467 during this time, almost all aircraft for fast-attack carriers. He also oversaw the implementation of the "Full Air Program" which envisioned 14,500 total aircraft in the naval air force. Along with his predecessor John Dale Price, he favored reducing naval ship strength in order to develop stronger naval aviation capabilities. Then, in 1949, Truman appointed him as the High Commissioner of the Trust Territory of the Pacific Islands. ## Commander of the U.S. Pacific Fleet In April 1949, Truman appointed Radford to the position of Commander of the U.S. Pacific Fleet. A staunch anticommunist, Radford saw the greatest threat to U.S. security coming from Asia, not Europe. He traveled extensively throughout the Pacific as well as South Asia and the Far East. He became acquainted with political and military leaders in New Zealand, Australia, the Philippines, Vietnam, Thailand, Malaya, Burma, India, Pakistan, Hong Kong, Formosa, and Japan, and learned about the sociopolitical issues facing each nation and the region as a whole. ### "Revolt of the Admirals" Despite his new office, Radford was soon recalled to Washington to continue hearings on the future of the U.S. military budget. He became a key figure in what would later be called the "Revolt of the Admirals", which took place during April 1949 when the supercarrier USS United States was cancelled. At the request of Congressman Carl Vinson, Radford strongly opposed plans by Secretary of Defense Louis Johnson and Secretary of the Navy Francis P. Matthews to make the Convair B-36 the Air Force's principal bomber aircraft, calling it a "billion dollar blunder." Radford also questioned the Air Force's plan to focus on nuclear weapons delivery capabilities as its primary deterrent to war and called nuclear war "morally reprehensible". While the United States remained cancelled and the post-war cuts to the Navy were intact, funding was increasing during the Cold War era for conventional forces. ### Korean War Shortly after the outbreak of the Korean War in June 1950, control of Vice Admiral Arthur D. Struble's U.S. Seventh Fleet was transferred from Radford to Vice Admiral C. Turner Joy, who was serving as Commander, Naval Forces, Far East. Joy's superior was General of the Army Douglas MacArthur of the United Nations Command Korea (UNC). As such, Radford exercised no direct responsibility over forces involved in the conflict. Radford was an admirer of MacArthur and a proponent of his "Asia First" strategy. He supported Operation Chromite in October 1950, as well as the United Nations mission of Korean reunification. He attended the Wake Island Conference between MacArthur and Truman on 15 October, and later recalled his belief that, should the Chinese intervene in the war, the U.S. could still prevail provided it was able to strike Chinese People's Liberation Army bases in Manchuria with air power. When the People's Volunteer Army did intervene in favor of North Korea the next month, Radford shared MacArthur's frustration at restrictions placed on the UN force in the war preventing it from striking Chinese soil. Once Truman relieved MacArthur in April 1951, Radford reportedly gave the general a "hero's welcome" in Hawaii as he was returning to the United States. As commander of U.S. forces in the Philippines and Formosa, Radford accompanied President-elect Dwight D. Eisenhower on his three-day trip to Korea in December 1952. Eisenhower was looking for an exit strategy for the stalemated and unpopular war, and Radford suggested threatening China with attacks on its Manchurian bases and the use of nuclear weapons. This view was shared by Secretary of State John Foster Dulles and UNC Commanding General Mark W. Clark, but had not been acted on when the armistice came in July 1953, at a time when the Chinese were struggling with domestic unrest. Still, Radford's frankness during the trip and his knowledge of Asia made a good impression on Eisenhower, who nominated Radford to be his Chairman of the Joint Chiefs of Staff. ## Chairman of the Joint Chiefs of Staff Eisenhower's official nomination for Radford came in mid-1953. Eisenhower was initially cautious about him because of his involvement in the inter-service rivalry and "revolt" in 1949. Radford's anticommunist views, however, as well as his knowledge of Asia and his support of Eisenhower's "New Look" defense policy, made him an attractive nominee, particularly among Republicans, to replace Omar Bradley. Eisenhower was also impressed with his "intelligence, dedication, tenacity, and courage to speak his mind." During his nomination, Radford indicated a changed outlook from the positions he had taken during the "Revolt of the Admirals". As chairman, he was eventually popular with both the president and Congress. ### Military budget Radford was integral in formulating and executing the "New Look" policy, reducing spending on conventional military forces to favor a strong nuclear deterrent and a greater reliance on airpower. In this time, he had to overcome resistance from Army leaders who opposed the reduction of their forces, and Radford's decisions, unfettered by inter-service rivalry, impressed Eisenhower. In spite of his support of the "New Look", he disagreed with Eisenhower on several occasions when the president proposed drastic funding cuts that Radford worried would render the U.S. Navy ineffective. In late 1954, for example, Radford testified privately before a congressional committee that he felt some of Eisenhower's proposed defense cuts would limit the military's capability for "massive retaliation", but he kept his disagreements out of public view, working from within and seeking the funding to save specific strategic programs. In 1956, Radford proposed protecting several military programs from funding cuts by reducing numbers of conventional forces, but the proposal was leaked to the press, causing an uproar in Congress and among U.S. military allies, and the plan was dropped. In 1957, after the other Joint Chiefs of Staff again disagreed on how to downsize force levels amid more budget restrictions, Radford submitted ideas for less dramatic force downsizing directly to Secretary of Defense Charles Erwin Wilson, who agreed to pass them along to Eisenhower. ### Foreign military policy While Radford remained Eisenhower's principal adviser for the budget, they differed on matters of foreign policy. Radford advocated the use of nuclear weapons and a firm military and diplomatic stance against China. Early in his tenure, he suggested to Eisenhower a preventive war against China or the Soviet Union while the U.S. possessed a nuclear advantage and before it became entangled in conflicts in the Far East. Eisenhower immediately dismissed this idea. After France requested U.S. assistance for its beleaguered force at Dien Bien Phu in 1954, Radford suggested an aggressive stance toward the Viet Minh by promoting Operation Vulture in which 60 U.S. Air Force B-29 Superfortress bombers would conduct airstrikes on Viet Minh positions. Radford even believed in the U.S. threaten it with nuclear weapons, like earlier with the Chinese in Korea. He also advocated U.S. military intervention in the 1955 First Taiwan Strait Crisis and the 1956 Suez Crisis, but Eisenhower favored diplomatic approaches and threats of force. ## Later life After his second term as Chairman of the Joint Chiefs, Radford opted to retire from the Navy in 1957 to enter the private sector. The same year Radford High School in Honolulu was named in his honor. Radford was called upon to serve as military campaign advisor for Richard Nixon in the 1960 presidential election, and again for Barry Goldwater in the 1964 election. Radford died of cancer at age 77 on 17 August 1973 at Bethesda Naval Medical Center in Bethesda, Maryland. He is buried with his wife Miriam J. Radford (1895–1997) at Arlington National Cemetery in Arlington, Virginia. In 1975, the Navy launched the anti-submarine Spruance-class destroyer USS Arthur W. Radford, named in his honor. ## Dates of rank United States Naval Academy Midshipman – Class of 1916 ## Awards and decorations Radford's awards and decorations include the following:
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A Contract with God
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Graphic novel by Will Eisner
[ "1978 comics debuts", "1978 graphic novels", "American graphic novels", "Autobiographical graphic novels", "Books by Will Eisner", "Comics by Will Eisner", "Comics set in New York City", "DC Comics titles", "Jewish-related comics", "Kitchen Sink Press titles", "W. W. Norton & Company books" ]
A Contract with God and Other Tenement Stories is a graphic novel by American cartoonist Will Eisner published in 1978. The book's short story cycle revolves around poor Jewish characters who live in a tenement in New York City. Eisner produced two sequels set in the same tenement: A Life Force in 1988, and Dropsie Avenue in 1995. Though the term "graphic novel" did not originate with Eisner, the book is credited with popularizing its use. Four stand-alone stories make up the book: in "A Contract with God" a religious man gives up his faith after the death of his young adopted daughter; in "The Street Singer" a has-been diva tries to seduce a poor, young street singer, who tries to take advantage of her in turn; a bullying racist is led to suicide after false accusations of pedophilia in "The Super"; and "Cookalein" intertwines the stories of several characters vacationing in the Catskill Mountains. The stories are thematically linked with motifs of frustration, disillusionment, violence, and issues of ethnic identity. Eisner uses large, monochromatic images in dramatic perspective, and emphasizes the caricatured characters' facial expressions; few panels or captions have traditional borders around them. Eisner began his comic book career in 1936 and had long held artistic ambitions for what was perceived as a lowbrow medium. He found no support for his ideas, and left the world of commercial comics after ending his signature work The Spirit in 1952. The growth of comics fandom convinced him to return in the 1970s, and he worked to realize his aspirations of creating comics with literary content. He wanted a mainstream publisher for the book and to have it sold in traditional bookstores, rather than in comic book shops; the small press Baronet Books released A Contract with God in 1978 and marketed it as a "graphic novel", which thereafter became the common term for book-length comics. It sold slowly at first, but gained respect from Eisner's peers, and since has been reprinted by larger publishers. A Contract with God cemented Eisner's reputation as an elder statesman of comics, and he continued to produce graphic novels and theoretical works on comics until his death in 2005. ## Content and plot summaries A Contract with God mixes melodrama with social realism. Following an author's introduction, "A Tenement in the Bronx", the book contains four stories set in a tenement building; they derive in part from Eisner's personal memories growing up in a tenement in the Bronx. With A Contract with God he aimed to explore an area of Jewish-American history that he felt was underdocumented, while showing that comics was capable of mature literary expression, at a time when it received little such regard as an artistic medium. In the preface he stated his aim to keep the exaggeration in his cartooning within realistic limits. The story "A Contract with God" drew from Eisner's feelings over the death at sixteen of his daughter Alice. In his introduction to the 2006 edition of the book, Eisner first wrote about it and the feelings he felt toward God that were reflected in the story. "The Street Singer" and "The Super" are fiction, but sprang from Eisner's memories of people he had met in the tenements of his youth. "Cookalein" was the most autobiographical—the main character "Willie" even carries Eisner's own boyhood nickname. Eisner remarked that "it took a lot of determination, a kind of courage, to write that story". The stories' sexual content is prominent, though not in the gratuitous manner of underground comix' celebration of hedonism, which contrasted with the conservative lifestyle of Eisner the middle-aged businessman. Eisner used no profanity in the book, and according to critic Josh Lambert the sex in Contract is not so much erotic as disturbing, the characters frustrated or filled with guilt. ### "A Contract with God" In Russia, the young, deeply religious Hasidic Jew Frimme Hersh carves a contract with God on a stone tablet to live a life of good deeds; he attributes to it his later success in life. He moves to New York, into a tenement building at 55 Dropsie Avenue, and lives a simple life devoted to God. He adopts an infant girl, Rachele, who is abandoned on his doorstep. When she dies of a sudden illness, Hersh is infuriated, and accuses God of violating their contract. He abandons his faith, shaves his beard, and lives a life as a miserly businessman in a penthouse with a gentile mistress. He illicitly uses a synagogue's bonds that were entrusted to him to buy the tenement building in which he had lived when poor. He becomes dissatisfied with his new way of life, and decides that he needs a new contract with God to fill the emptiness he feels. He has a group of rabbis draw up a new contract, but when he returns home with it, his heart fails and he dies. A boy, Shloime, finds Hersh's old contract, and signs his own name to it. Eisner appended a page to the 2006 edition, depicting Shloime ascending the stairs to the tenement. Eisner called the story's creation "an exercise in personal anguish" as he was still grieved and angered over his daughter Alice's death from leukemia at 16. In early sketches of the story, Eisner used her name for Hersh's adopted daughter, and expressed his own anguish through Hersh. He stated, " argument with God was mine. I exorcised my rage at a deity that I believed violated my faith and deprived my lovely 16-year-old child of her life at the very flowering of it". ### "The Street Singer" Marta Maria, an aging opera singer, tries to seduce a young man, Eddie, whom she finds singing in the alleys between tenement buildings. She had given up her own singing career for an alcoholic husband; she hopes to get back into show business as mentor to Eddie, and gives him money for clothes. He buys whiskey instead and returns to his pregnant wife, who herself had given up on show business for him and whom he abuses. He hopes to take advantage of Maria and build an actual singing career, but is unable to find the aging diva again—he does not know her address, and the tenement buildings appear all the same to him. Eisner based the story on memories of an unemployed man who made the rounds of tenements singing "popular songs or off-key operatic operas" for spare change. Eisner remembered throwing the street singer coins on occasion, and considered he "was able to immortalize his story" in "The Street Singer". ### "The Super" Those who live in the tenement at 55 Dropsie Avenue fear and mistrust their antisemitic superintendent, Mr. Scuggs. The tenant Mrs. Farfell's young niece Rosie goes down to his apartment and offers him a peek at her panties for a nickel. After receiving the nickel she poisons Scuggs' dog and only companion, Hugo, and steals Scuggs's money. He corners her in an alley, where the tenants spot him and call the police, accusing him of trying to molest a minor. Before the police can break into his apartment to arrest him, he shoots himself, embracing Hugo's body. Eisner wrote that he based the superintendent on the "mysterious but threatening custodian" of his boyhood tenement. Eisner added a page to the 2006 edition in which a "Super Wanted" sign is posted on the tenement building, following the original conclusion of Rosie counting her stolen money. ### "Cookalein" "Cookalein" is a story of tenants of 55 Dropsie Avenue vacationing in the country. To be alone with his mistress, a man named Sam sends his wife and children away to the Catskill Mountains, where they stay at a "cookalein" (Yiddish: kochalayn, "cook alone", a place for boarders with access to a kitchen). A clothing cutter named Benny and a secretary named Goldie are staying at an expensive hotel near the cookalein, both hoping to find someone rich to marry; they mistake each other for a wealthy target, and when they discover this, Benny rapes Goldie. Herbie, an intern Goldie had earlier turned down, takes her into his care, and Benny goes on to court an heiress. An older woman seduces Sam's fifteen-year-old son Willie at the cookalein; they are discovered by her husband who, after beating her, makes love to her in front of the boy. At the end of the summer, the vacationers return to Dropsie Avenue. Goldie and Herbie are engaged, and Benny believes he will be marrying into the diamond business. Willie is affected by his experiences, but does not express them, and his family plan to leave the tenement. For the 2006 edition Eisner added an extra page of Willie from a rear-view perspective, looking out from his balcony. "Cookalein" was the most overtly autobiographical of the stories—Eisner used the real names of his family members: his parents Sam and Fannie, his brother Petey, and himself, "Willie". Eisner called "Cookalein" "an honest account of coming of age" that was "a combination of invention and recall". ## Background Will Eisner was born in New York in 1917 to poor Jewish immigrants. He has said he wanted a career in the arts, but that poor Jews at the time were restricted from upper-class universities where he could study it. Like others of his generation, he turned to comics as an artistic outlet, a career he began in 1936. In the late 1930s he co-owned a studio which produced content for comic books; he left the studio in 1940 to produce his best-known creation, the formally inventive The Spirit, which ran as a newspaper insert from 1940 to 1952. After its end, Eisner withdrew from the comic book world and focused on the American Visuals Corporation, which he had founded in 1948 to produce educational and commercial comics and related media. With the rise of comics fandom in the 1970s, Eisner found there was still interest in his decades-old Spirit comics, and that the fans wanted more work from him. After American Visuals went out of business in 1972, Eisner entered a deal with underground comix publisher Denis Kitchen to reprint old Spirit stories. Other reprints followed, but Eisner was unwilling to do new Spirit stories—instead, he wanted to do something more serious, inspired in part by the wordless novels of Lynd Ward he first read in 1938, and similar work by the Flemish Frans Masereel and the German Otto Nückel. Eisner had had greater artistic ambitions for comics since his time doing The Spirit. Since the 1950s, he had been developing ideas for a book, but was unable to gain support for them, as comics was seen by both the public and its practitioners as low-status entertainment; at a meeting of the National Cartoonists Society in 1960, Rube Goldberg rebuked Eisner's ambitions, saying, "You are a vaudevillian like the rest of us ... don't ever forget that!" With the critical acceptance of underground comix in the 1970s, Eisner saw a potential market for his ideas. In 1978, he produced his first book-length, adult-oriented work, A Contract with God. He marketed it as a "graphic novel"—a term which had been in use since the 1960s, but was little known until Eisner popularized it with Contract. Though it was a modest commercial success, Eisner was financially independent, and soon set to work on another graphic novel Life on Another Planet, and completed eighteen further graphic novels before his death in 2005; two featured the autobiographical Willie from the story "Cookalein": The Dreamer (1986) and To the Heart of the Storm (1991). Eisner was brought up in a religious household, but himself was a reluctant disbeliever. In 1970, his sixteen-year-old daughter Alice died after an eighteen-month battle with leukemia. Eisner was enraged, and questioned how a God could let such a thing happen; he dealt with his grief by immersing himself in his work. When working on "A Contract with God", he tried to capture these emotions by acting out Frimme Hersh's character in his head. ## Style The narration is lettered as part of the artwork, rather than being set apart in caption boxes, and Eisner makes little use of conventional box-style panels, often avoiding panel borders entirely, delimiting spaces with buildings or window frames instead. Pages are uncrowded and have large drawings which focus on facial expression. He allowed the length of the stories to develop based on their content, rather than a set page count as was traditional in comics before that time. Eisner emphasizes the urban setting with dramatic, vertical perspective, and dark artwork with much chiaroscuro, and uses visual motifs to tie the stories together. The dark, vertical rain surrounding Hersh when he buries his daughter in the first story is echoed by the revised final image of the last story, in which Willie stares out into a city sky in a similar hatched rainy "Eisenshpritz" style. The monochromatic artwork was printed in sepia tones, rather than conventional black-and-white. In contrast to comics in the superhero genre, in which Eisner did prominent work early in his career, the characters in A Contract with God are not heroic; they often feel frustrated and powerless, even when performing seemingly heroic deeds to help their neighbors. The characters are rendered in a caricatured manner that contrasts with the realistic backgrounds, though the backgrounds are rendered in less detail than in Eisner's work in The Spirit; according to writer Dennis O'Neil, this style mimics the impressionistic sense of memory. Eisner explored these sorts of characters and situations further in his other Dropsie Avenue books, such as A Life Force. ## Analysis The stories share themes of disillusionment and frustration over thwarted desires. Frimme Hersh grieves over the death of his daughter, which he perceives as a breach of his contract with God; street singer Eddie returns to insignificance when he finds himself unable to find his would-be benefactor; Goldie's and Willie's romantic ideals are disillusioned after her near-rape and his seduction. Violence also ties the stories together; Eddie's wife-beating is mirrored by the beating Willie's seductress receives from her husband. The characters are depicted neither as purely good or evil: for example, Rosie in "The Super" triumphs over the racist, abusive superintendent by stealing his money, having him framed for pedophilia, and driving him to suicide. Confinement is a prominent theme; Eisner chooses perspectives through which the reader views the characters framed by doorways, window frames, or sheets of rain. Frimme Hersh seeks freedom from oppressive Eastern European antisemitism; there is a feeling of elation for characters in the final story as they find their way out of the tenement's, and the city's, confinement. According to academic Derek Royal, Jewish ethnicity is prominent throughout the stories; in "A Contract with God" and "Cookalein", religious and cultural Jewish symbolry are prominent, though in the middle two stories, there is little outward evidence of the characters' Jewishness. The two outer stories further emphasize Jewish identity with the extra-urban portions of their settings—the rural Russian origin of the religious Hersh in "Contract", and the Catskill mountains in "Cookalein", a retreat commonly associated with Jews in the 20th century. Eisner deals with representing Jewish identity through community. He juxtaposes individual stories and individual characters, who have different experiences which may be incompatible with one another; this confounds any single definition of "Jewishness", though there is a communal sense that binds these characters and their Jewishness together. Royal argues that Eisner shows the unresolved nature of American identity, in which ethnicities are conflicted between cultural assimilation and their ethnic associations. As the book progresses, the characters move from overt Jewishness to greater levels of assimilation, presented as an ambivalent change that has costs of its own. Royal argued that the book was not only important to comics studies, but also to the study of Jewish and ethnic American literature. Much like short story cycles common to contemporary Jewish prose, in which stories can stand alone, but complement each other when read as a loosely integrated package, Royal wrote that Contract could be better described as a "graphic cycle" rather than a "graphic novel". He wrote that such cycles, as well as Eisner's, emphasized a heterogeneous multiplicity of perspectives, as "o American ethnic literature can ever be defined monolithically". Art critic Peter Schjeldahl saw the "over-the-topness" endemic to American comics, and Eisner's work, as "ill suited to serious subjects, especially those that incorporate authentic social history". The work has been criticized for its use of stereotypical imagery; writer Jeremy Dauber countered that these images reflect Eisner's own memories of his youth and the strictures that Jewish people felt in the tenements. Others said caricaturized character designs conflicted with the otherwise realism of the stories; the appropriateness of the style was defended by others, such as Dennis O'Neil, who said that they better reflect the impressionistic way a child remembers the past. The concept of a contract or covenant with God is fundamental to the Jewish religion. The idea that God must uphold his end of the first commandment has been a subject of works such as Elie Wiesel's play The Trial of God (1979), made in response to the atrocities Wiesel witnessed at Auschwitz. To art historian Matthew Baigell, Hershe's angst regarding his relationship with God is a modern response to the questions of Hillel the Elder's quoted in the Pirkei Avot: "If I am not for myself, who will be for me? But if I am only for myself, what am I? And if not now, when?" Literary scholar Susanne Klingenstein found Hersh's character unrealistic from the view of Jewish scholarship. She wrote that "the suffering of the righteous" is "one of the greatest problems in Jewish thought", and that a character as devoutly religious as Hersh would not have struggled with what she saw as elementary Jewish teaching. ## Publication history The book took two years to finish. Eisner worked through a variety of approaches and styles, and toyed with using color, overlays, or washes, before settling on a hard-lined style printed in sepia. As he had no deadline, he reworked and resequenced the stories until he was satisfied. Eisner intended A Contract with God to have an adult audience, and wanted it to be sold in bookstores rather than comic shops; as such, he turned down an offer from Denis Kitchen to publish it. Though he had contacts at Bantam Books, he knew they would be uninterested in publishing comics. To secure a meeting with editor Oscar Dystel there, he called the book a "graphic novel". When Dystel discovered that the book was actually comics, he told Eisner Bantam would not publish it, but a smaller publisher might. Baronet Press, a small New York publishing house, agreed to publish A Contract with God, which bears the credit "Produced by Poorhouse Press" of "White Plains, N.Y." on its indicia page. Eisner had originally intended to call the book Tenement Stories, Tales from the Bronx, or A Tenement in the Bronx but Baronet titled it A Contract with God, after the lead story, as the term "tenement" was not widely known outside the eastern US. The trade paperback carried the term "graphic novel", though it is a collection of stories rather than a novel. As Baronet was not financially sound, Eisner loaned it money to ensure the book was published. The book runs 196 pages. Baronet published the first edition in October 1978 in hardcover and trade paperback editions; the hardcover was limited to a signed-and-numbered print-run of 1,500 copies. Sales were initially poor, but demand increased over the years. Kitchen Sink Press reissued the book in 1985, as did DC Comics in 2001 as part of its Will Eisner Library; and W. W. Norton collected it in 2005 as The Contract with God Trilogy in a single volume with its sequels, A Life Force (1988) and Dropsie Avenue (1995). The Norton edition, and subsequent stand-alone editions of Contract, included extra final pages to the stories. As of 2010, at least eleven translations have been published, including in Yiddish (Lambiek, 1984), a language which would have been common with many of the characters in the book. Dark Horse Books published Will Eisner's A Contract with God Curator's Collection in 2018. This two-volume edition reprints the entire graphic novel at 1:1 size from the original pencil art in one volume and from the original ink art in the second volume. It was nominated for two Eisner Awards in 2019, with editor/designer John Lind winning one award for "Best Presentation". ### Editions - 1978 Baronet Books, (hardcover), (trade paperback) - 1985 Kitchen Sink Press, (softcover), (hardcover limited to 600 copies with a tipped-in plate by Eisner) - 2001 DC Comics, (Will Eisner Library) - 2005 W. W. Norton, (The Contract with God Trilogy) - 2006 W. W. Norton, - 2017 W. W. Norton, (Centennial Edition) - 2018 Kitchen Sink Books/Dark Horse Books, (A Contract with God Curator's Collection) ## Reception and legacy A Contract with God has frequently, though erroneously, been cited as the first graphic novel; comic book reviewer Richard Kyle had used the term in 1964 in a fan newsletter, and it had appeared on the cover of The First Kingdom (1974) by Jack Katz, with whom Eisner had corresponded. A number of book-length comics preceded Contract, at least as far back as Milt Gross's He Done Her Wrong (1930). A Contract with God attracted greater attention than these previous efforts partly due to Eisner's greater status in the comics community. It is considered a milestone in American comics history not only for its format, but also for its literary aspirations and for having dispensed with typical comic-book genre tropes. Eisner continued to produce graphic novels in a third phase to his cartooning career that ultimately lasted longer than either his periods in comic books or in educational comics. According to comics historian R. Fiore, Eisner's work as a graphic novelist also maintained his reputation as "a contemporary figure rather than a relic of the dim past". Editor N. C. Christopher Couch considered the book's physical format to be Eisner's major contribution to the graphic novel form—few in comic book publishing had experience in bookmaking, whereas Eisner gained intimate familiarity with the process during his time at American Visuals. The book succeeded in getting into bookstores, though initial sales amounted to a few thousand copies in its first year; stores had difficulty finding an appropriate section in which to shelve it. It was put on display at the Brentano's bookstore in Manhattan, and reportedly sold well. Eisner visited the store to find out how the book was faring after being taken down from display. The manager told him it had been placed in the religious section, and then in humor, but customers had raised concerns that the book did not belong in those sections. The manager gave up and put the book in storage in the cellar. Early reviews were positive. The book's marketing consisted initially of word-of-mouth and in fanzines and trade periodicals, as mainstream newspapers and magazines did not normally review comics at the time. Comic book writer Dennis O'Neil called Contract "a masterpiece" that exceeded his expectations. O'Neil wrote that the combination of words and images mimicked the experience of remembering more accurately than was possible with pure prose. O'Neil's review originally appeared in The Comics Journal, and was used to preface later editions of Eisner's book. Critic Dale Luciano called the book a "perfectly and exquisitely balanced ... masterpiece", and praised Kitchen Sink Press for reprinting such a "risky project" in 1985. Eisner's status as a cartoonist grew after A Contract with God appeared, and his influence was augmented by his time as a teacher at the School of Visual Arts in New York, where he expounded his theories of the medium. He later turned his lectures into the books Comics and Sequential Art (1985)—the first book in English on the formalities and of the comics medium—and Graphic Storytelling and Visual Narrative (1995). As Eisner's social esteem grew, a distinction developed among publishers between Eisner's pre- and post-graphic novel work; highbrow publishers such as W. W. Norton have reissued his graphic novel work, while his superhero Spirit work has been reprinted by publishers with less social esteem such as DC Comics. The Comics Journal placed the book in 57th place on its "Top 100 English-Language Comics of the Century" list, which called it "the masterpiece of one of the medium's first true artists". Cartoonist Dave Sim praised the book and wrote that he reread it frequently, but called it "a bit illegitimate" to use the term "graphic novel" for works of such brevity; he stated he could read the book in "twenty to thirty minutes", which he argued amounted to "the equivalent of a twenty-page short story". ## Adaptations At the San Diego Comic-Con International held in July 2010, producers Darren Dean, Tommy Oliver, Bob Schreck, Mike Ruggerio, and Mark Rabinowitz announced plans for a film adaptation of A Contract with God from a script by Darren Dean, with a different director for each of the four stories. ## See also - Maus - Sabre
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HMS Endeavour
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18th-century Royal Navy research vessel
[ "1764 ships", "Age of Discovery ships", "Colliers", "European exploration of Australia", "Exploration ships of the United Kingdom", "Individual sailing vessels", "James Cook", "Maritime history of Australia", "Maritime history of New Zealand", "Maritime incidents in 1770", "Maritime incidents in 1778", "Ships built in Whitby", "Ships of the Royal Navy", "Shipwrecks of the Rhode Island coast" ]
HMS Endeavour was a British Royal Navy research vessel that Lieutenant James Cook commanded to Tahiti, New Zealand and Australia on his first voyage of discovery from 1768 to 1771. She was launched in 1764 as the collier Earl of Pembroke, with the Navy purchasing her in 1768 for a scientific mission to the Pacific Ocean and to explore the seas for the surmised Terra Australis Incognita or "unknown southern land". Commissioned as His Majesty's Bark Endeavour, she departed Plymouth in August 1768, rounded Cape Horn and reached Tahiti in time to observe the 1769 transit of Venus across the Sun. She then set sail into the largely uncharted ocean to the south, stopping at the islands of Huahine, Bora Bora, and Raiatea west of Tahiti to allow Cook to claim them for Great Britain. In September 1769, she anchored off New Zealand, becoming the first European vessel to reach the islands since Abel Tasman's Heemskerck 127 years earlier. In April 1770, Endeavour became the first European ship to reach the east coast of Australia, with Cook going ashore at what is now known as Botany Bay. Endeavour then sailed north along the Australian coast. She narrowly avoided disaster after running aground on the Great Barrier Reef, and Cook had to throw her guns overboard to lighten her. Endeavour was beached on the Australian mainland for seven weeks to permit rudimentary repairs to her hull. Resuming her voyage, she limped into port in Batavia in October 1770, her crew sworn to secrecy about the lands that they had visited. From Batavia Endeavour continued westward, rounded the Cape of Good Hope on 13 March 1771 and reached the English port of Dover on 12 July, having been at sea for nearly three years. The ship was largely forgotten after her Pacific voyage, spending the next three years hauling troops and cargo to and from the Falkland Islands. She was renamed in 1775 after being sold into private hands, and used to transport timber from the Baltic. Rehired as a British troop transport during the American War of Independence, she was finally scuttled in a blockade of Narragansett Bay, Rhode Island in 1778. Historical evidence indicates the ship was sunk just north of Goat Island in Newport Harbor, along with four other British transports. Relics from Endeavour are displayed at maritime museums worldwide, including an anchor and six of her cannon. A replica of Endeavour was launched in 1994 and is berthed alongside the Australian National Maritime Museum in Sydney Harbour. The NASA Space Shuttle Endeavour was named after this ship, as was the command module of Apollo 15, which took a small piece of wood from Cook's ship into space, and the SpaceX Crew Dragon capsule C206 was christened Endeavour during Demo-2. The ship is also depicted on the New Zealand fifty-cent coin. ## Construction Endeavour was originally the merchant collier Earl of Pembroke, built by Thomas Fishburn for Thomas Millner, launched in June 1764 from the coal and whaling Port of Whitby in the North Riding of Yorkshire. She was a type known locally as the 'Whitby Cat'. She was ship-rigged and sturdily built with a broad, flat bow, a square stern, and a long box-like body with a deep hold. A flat-bottomed design made her well-suited to sailing in shallow waters and allowed her to be beached for loading and unloading of cargo and for basic repairs without requiring a dry dock. Her hull, internal floors, and futtocks were built from traditional white oak, her keel and stern post from elm, and her masts from pine and fir. Plans of the ship also show a double keelson to lock the keel, floors and frames in place. There is uncertainty about the height of her standing masts, as surviving diagrams of Endeavour depict the body of the vessel only, and not the mast plan. While her main and foremast standing spars were standard for her shipyard and era, an annotation on one surviving ship plan in the National Maritime Museum in Greenwich has the mizzen as "16 yards 29 inches" (15.4 m). If correct, this would produce an oddly truncated mast a full 9 feet (2.7 m) shorter than the naval standards of the day. Late twentieth-century research suggests the annotation may be a transcription error with "19 yards 29 inches" (18.1 m) being the true reading. If so, this would more closely conform with both naval standards and the lengths of the other masts. ## Purchase and refit by the Admiralty On 16 February 1768, the Royal Society petitioned King George III to finance a scientific expedition to the Pacific to study and observe the 1769 transit of Venus across the sun. Royal approval was granted for the expedition, and the Admiralty elected to combine the scientific voyage with a confidential mission to search the south Pacific for signs of the postulated continent Terra Australis Incognita (or "unknown southern land"). The Royal Society suggested command be given to Scottish geographer Alexander Dalrymple, whose acceptance was conditional on a brevet commission as a captain in the Royal Navy. First Lord of the Admiralty Edward Hawke refused, going so far as to say he would rather cut off his right hand than give command of a navy vessel to someone not educated as a seaman. In refusing Dalrymple's command, Hawke was influenced by previous insubordination aboard the sloop HMS Paramour in 1698, when naval officers had refused to take orders from civilian commander Dr. Edmond Halley. The impasse was broken when the Admiralty proposed James Cook, a naval officer with a background in mathematics and cartography. Acceptable to both parties, Cook was promoted to Lieutenant and named as commander of the expedition. On 27 May 1768, Cook took command of Earl of Pembroke, valued in March at £2,307. 5s. 6d. but ultimately purchased for £2,840. 10s. 11d. and assigned for use in the Society's expedition. She was refitted at Deptford by the dock's master shipwright Adam Hayes on the River Thames for the sum of £2,294, almost the price of the ship itself. The hull was recaulked and copper sheathed to protect against shipworm, and a third internal deck installed to provide cabins, a powder magazine and storerooms. The new cabins provided around 2 square metres (22 sq ft) of floorspace apiece being allocated to Cook and the Royal Society representatives: naturalist Joseph Banks, Banks' assistants Daniel Solander and Herman Spöring, astronomer Charles Green, and artists Sydney Parkinson and Alexander Buchan. These cabins encircled the officer's mess. The Great Cabin at the rear of the deck was designed as a workroom for Cook and the Royal Society. On the rear lower deck, cabins facing on to the mate's mess were assigned to Lieutenants Zachary Hickes and John Gore, ship's surgeon William Monkhouse, the gunner Stephen Forwood, ship's master Robert Molyneux, and the captain's clerk Richard Orton. The adjoining open mess deck provided sleeping and living quarters for the marines and crew, and additional storage space. A longboat, pinnace and yawl were provided as ship's boats, though the longboat was rotten having to be rebuilt and painted with white lead before it could be brought aboard. These were accompanied by two privately owned skiffs, one belonging to the boatswain John Gathrey, and the other to Banks. The ship was also equipped with a set of 28 ft (8.5 m) sweeps to allow her to be rowed forward if becalmed or demasted. The refitted vessel was commissioned as His Majesty's Bark the Endeavour, to distinguish her from the 4-gun cutter HMS Endeavour. On 21 July 1768, Endeavour sailed to Gallions Reach on the Thames to take on armaments to protect her against potentially hostile Pacific island natives. Ten 4-pounder cannon were brought aboard, six of which were mounted on the upper deck with the remainder stowed in the hold. Twelve swivel guns were also supplied, and fixed to posts along the quarterdeck, sides and bow. The ship departed for Plymouth on 30 July, for provisioning and crew boarding of 85, including 12 Royal Marines. Cook also ordered that twelve tons of pig iron be brought on board as sailing ballast. ## Service history ### Voyage of discovery #### Outward voyage Endeavour departed Plymouth on 26 August 1768, carrying 18 months of provisions for 94 people. Livestock on board included pigs, poultry, two greyhounds and a milking goat. The first port of call was Funchal in the Madeira Islands, which Endeavour reached on 12 September. The ship was recaulked and painted, and fresh vegetables, beef and water were brought aboard for the next leg of the voyage. While in port, an accident cost the life of master's mate Robert Weir, who became entangled in the anchor cable and was dragged overboard when the anchor was released. To replace him, Cook pressed a sailor from an American sloop anchored nearby. Endeavour then continued south along the coast of Africa and across the Atlantic to South America, arriving in Rio de Janeiro on 13 November 1768. Fresh food and water were brought aboard and the ship departed for Cape Horn, which she reached during stormy weather on 13 January 1769. Attempts to round the Cape over the next two days were unsuccessful, and Endeavour was repeatedly driven back by wind, rain and contrary tides. Cook noted that the seas off the Cape were large enough to regularly submerge the bow of the ship as she rode down from the crests of waves. At last, on 16 January the wind eased and the ship was able to pass the Cape and anchor in the Bay of Good Success on the Pacific coast. The crew were sent to collect wood and water, while Banks and his team gathered hundreds of plant specimens from along the icy shore. On 17 January two of Banks' servants died from cold while attempting to return to the ship during a heavy snowstorm. Endeavour resumed her voyage on 21 January 1769, heading west-northwest into warmer weather. She reached Tahiti on 10 April, where she remained for the next three months. The transit of Venus across the Sun occurred on 3 June, and was observed and recorded by astronomer Charles Green from Endeavour's deck. #### Pacific exploration The transit observed, Endeavour departed Tahiti on 13 July and headed northwest to allow Cook to survey and name the Society Islands. Landfall was made at Huahine, Raiatea and Borabora, providing opportunities for Cook to claim each of them as British territories. An attempt to land the pinnace on the Austral Island of Rurutu was thwarted by rough surf and the rocky shoreline. On 15 August, Endeavour finally turned south to explore the open ocean for Terra Australis Incognita. In October 1769, Endeavour reached the coastline of New Zealand, becoming the first European vessel to do so since Abel Tasman's Heemskerck in 1642. Unfamiliar with such ships, the Māori people at Cook's first landing point in Poverty Bay thought the ship was a floating island, or a gigantic bird from their mythical homeland of Hawaiki. Endeavour spent the next six months sailing close to shore, while Cook mapped the coastline and concluded that New Zealand comprised two large islands and was not the hoped-for Terra Australis. In March 1770, the longboat from Endeavour carried Cook ashore to allow him to formally proclaim British sovereignty over New Zealand. On his return, Endeavour resumed her voyage westward, her crew sighting the east coast of Australia on 19 April. On 29 April, she became the first European vessel to make landfall on the east coast of Australia, when Cook landed one of the ship's boats on the southern shore of what is now known as Botany Bay, New South Wales. #### Shipwreck For the next four months, Cook charted the coast of Australia, heading generally northward. Just before 11 pm on 11 June 1770, the ship struck a reef, today called Endeavour Reef, within the Great Barrier Reef system. The sails were immediately taken down, a kedging anchor set and an unsuccessful attempt was made to drag the ship back to open water. The reef Endeavour had struck rose so steeply from the seabed that although the ship was hard aground, Cook measured depths up to 70 feet (21 m) less than one ship's length away. Cook then ordered that the ship be lightened to help her float off the reef. Iron and stone ballast, spoiled stores and all but four of the ship's guns were thrown overboard, and the ship's drinking water pumped out. The crew attached buoys to the discarded guns with the intention of retrieving them later, but this proved impractical. Every man on board took turns on the pumps, including Cook and Banks. When, by Cook's reckoning, about 40 to 50 long tons (41 to 51 t) of equipment had been thrown overboard, on the next high tide a second unsuccessful attempt was made to pull the ship free. In the afternoon of 12 June, the longboat carried out two large bower anchors, and block and tackle were rigged to the anchor chains to allow another attempt on the evening high tide. The ship had started to take on water through a hole in her hull. Although the leak would certainly increase once off the reef, Cook decided to risk the attempt and at 10:20 pm the ship was floated on the tide and successfully drawn off. The anchors were retrieved, except for one which could not be freed from the seabed and had to be abandoned. As expected the leak increased once the ship was off the reef, and all three working pumps had to be continually manned. A mistake occurred in sounding the depth of water in the hold, when a new man measured the length of a sounding line from the outside plank of the hull where his predecessor had used the top of the cross-beams. The mistake suggested the water depth had increased by about 18 inches (46 cm) between soundings, sending a wave of fear through the ship. As soon as the mistake was realised, redoubled efforts kept the pumps ahead of the leak. The prospects if the ship sank were grim. The vessel was 24 miles (39 km) from shore and the three ship's boats could not carry the entire crew. Despite this, Joseph Banks noted in his journal the calm efficiency of the crew in the face of danger, contrary to stories he had heard of seamen panicking or refusing orders in such circumstances. Midshipman Jonathon Monkhouse proposed fothering the ship, as he had previously been on a merchant ship which used the technique successfully. He was entrusted with supervising the task, sewing bits of oakum and wool into an old sail, which was then drawn under the ship to allow water pressure to force it into the hole in the hull. The effort succeeded and soon very little water was entering, allowing the crew to stop two of the three pumps. Endeavour then resumed her course northward and parallel to the reef, the crew looking for a safe harbour in which to make repairs. On 13 June, the ship came to a broad watercourse that Cook named the Endeavour River. Cook attempted to enter the river mouth, but strong winds and rain prevented Endeavour from crossing the bar until the morning of 17 June. She grounded briefly on a sand spit but was refloated an hour later and warped into the river proper by early afternoon. The ship was promptly beached on the southern bank and careened to make repairs to the hull. Torn sails and rigging were also replaced and the hull scraped free of barnacles. An examination of the hull showed that a piece of coral the size of a man's fist had sliced clean through the timbers and then broken off. Surrounded by pieces of oakum from the fother, this coral fragment had helped plug the hole in the hull and preserved the ship from sinking on the reef. #### Northward to Batavia After waiting for the wind, Endeavour resumed her voyage on the afternoon of 5 August 1770, reaching the northernmost point of Cape York Peninsula fifteen days later. On 22 August, Cook was rowed ashore to a small coastal island to proclaim British sovereignty over the eastern Australian mainland. Cook christened his landing place Possession Island, and ceremonial volleys of gunfire from the shore and Endeavour's deck marked the occasion. Endeavour then resumed her voyage westward along the coast, picking a path through intermittent shoals and reefs with the help of the pinnace, which was rowed ahead to test the water depth. By 26 August she was out of sight of land, and had entered the open waters of the Torres Strait between Australia and New Guinea, earlier navigated by Luis Váez de Torres in 1606. To keep Endeavour's voyages and discoveries secret, Cook confiscated the log books and journals of all on board and ordered them to remain silent about where they had been. After a three-day layover off the island of Savu, Endeavour sailed on to Batavia, the capital of the Dutch East Indies, on 10 October. A day later lightning during a sudden tropical storm struck the ship, but the rudimentary "electric chain" or lightning rod that Cook had ordered rigged to Endeavour's mast saved her from serious damage. The ship remained in very poor condition following her grounding on the Great Barrier Reef in June. The ship's carpenter, John Seetterly, observed that she was "very leaky – makes from twelve to six inches an hour, occasioned by her main keel being wounded in many places, false keel gone from beyond the midships. Wounded on her larbord side where the greatest leak is but I could not come at it for the water." An inspection of the hull revealed that some unrepaired planks were cut through to within 1⁄8 inch (3.2 mm). Cook noted it was a "surprise to every one who saw her bottom how we had kept her above water" for the previous three-month voyage across open seas. After riding at anchor for two weeks, Endeavour was heaved out of the water on 9 November and laid on her side for repairs. Some damaged timbers were found to be infested with shipworms, which required careful removal to ensure they did not spread throughout the hull. Broken timbers were replaced and the hull recaulked, scraped of shellfish and marine flora, and repainted. Finally, the rigging and pumps were renewed and fresh stores brought aboard for the return journey to England. Repairs and replenishment were completed by Christmas Day 1770, and the next day Endeavour weighed anchor and set sail westward towards the Indian Ocean. #### Return voyage Though Endeavour was now in good condition, her crew were not. During the ship's stay in Batavia, all but 10 of the 94 people aboard had been taken ill with malaria and dysentery. By the time Endeavour set sail on 26 December, seven crew members had died and another forty were too sick to attend their duties. Over the following twelve weeks, a further 23 died from disease and were buried at sea, including Spöring, Green, Parkinson, and the ship's surgeon William Monkhouse. Cook attributed the sickness to polluted drinking water, and ordered that it be purified with lime juice, but this had little effect. Jonathan Monkhouse, who had proposed fothering the ship to save her from sinking on the reef, died on 6 February, followed six days later by ship's carpenter John Seetterly, whose skilled repair work in Batavia had allowed Endeavour to resume her voyage. The health of the surviving crew members then slowly improved as the month progressed, with the last deaths from disease being three ordinary seamen on 27 February. On 13 March 1771, Endeavour rounded the Cape of Good Hope and made port in Cape Town two days later. Those still sick were taken ashore for treatment. The ship remained in port for four weeks awaiting the recovery of the crew and undergoing minor repairs to her masts. On 15 April, the sick were brought back on board along with ten recruits from Cape Town, and Endeavour resumed her homeward voyage. The English mainland was sighted on 10 July and Endeavour entered the port of Dover two days later. Approximately one month after his return, Cook was promoted to the rank of Commander, and by November 1771 was in receipt of Admiralty Orders for a second expedition, this time aboard HMS Resolution. During his third voyage (second on Resolution), Cook was killed during his attempted kidnapping of the ruling chief of Hawaii at Kealakekua Bay on 14 February 1779. ### Later service While Cook was fêted for his successful voyage, Endeavour was largely forgotten. Within a week of her return to England, she was directed to Woolwich Dockyard for refitting as a naval transport. Under the command of Lieutenant James Gordon she then made three return voyages to the Falkland Islands. The first, under the command of sailing master John Dykes, was to deliver "sufficient provisions to serve 350 men to the end of the year 1772"; she sailed from Portsmouth on 8 November 1771, but due to terrible weather did not arrive at Port Egmont (the British base in the Falkland Islands) until 1 March. Endeavour sailed from Port Egmont on 4 May in a three-month non-stop voyage until she anchored at Portsmouth. The second voyage was to reduce the garrison and replace HM Sloop Hound, John Burr Commander, with a smaller vessel, namely the 36-ton shallop Penguin, commander Samuel Clayton. She was a collapsible vessel and was no sooner built than taken apart, and the pieces were stowed in Endeavour. Endeavour sailed in November with Hugh Kirkland as the sailing master, and additionally the crew of Penguin, and four ship's carpenters whose job was to reassemble Penguin on arrival, which was 28 January 1773. On 17 April Endeavour and Hound sailed for England with their crew. One of Penguin's crew was Bernard Penrose who wrote an account. Samuel Clayton also wrote an account. The third voyage sailed in January 1774 with her purpose to evacuate the Falklands entirely as Britain was faced with political difficulties from the American Colonies, the French and the Spanish. The government assessed that if British ships and troops were engaged in America, Spain might seize the Falklands, capturing the small garrison at Port Egmont with maybe loss of life – this, it was feared, would trigger an outcry which might topple the government. Endeavour left England in January 1774, sailing from the Falklands with all the British inhabitants on 23 April, leaving a flag and plaque confirming Britain's sovereignty. Endeavour was paid off in September 1774, being sold in March 1775 by the Royal Navy to shipping magnate J. Mather for £645. Mather returned her to sea for at least one commercial voyage to Archangel in Russia. Once the American War of Independence had commenced, the British government needed ships to carry troops and materiel across the Atlantic. In 1775 Mather submitted Endeavour as a transport ship, being rejected. Thinking that renaming her would fool Deptford Yard, Mather resubmitted Endeavour under the name Lord Sandwich. As Lord Sandwich she was rejected in no uncertain terms: "Unfit for service. She was sold out Service Called Endeavour Bark refused before". Repairs were made, with acceptance in her third submission, under the name Lord Sandwich 2 as there was already a transport ship called Lord Sandwich. Lord Sandwich 2, master William Author, sailed on 6 May 1776 from Portsmouth in a fleet of 100 vessels, 68 of which were transports, which was under orders to support Howe's campaign to capture New York. Lord Sandwich 2 carried 206 men mainly from the Hessian du Corps regiment of Hessian mercenaries. The crossing was stormy, with two Hessians who were in the same fleet making accounts of the voyage. The scattered fleet assembled at Halifax then sailed to Sandy Hook where other ships and troops assembled. On 15 August 1776 Lord Sandwich 2 was anchored at Sandy Hook; also assembled there was Adventure, which had sailed with Resolution on Cook's second voyage, now a storeship, captained by John Hallum. Another ship there at that time was HMS Siren, captained by Tobias Furneaux, who had commanded Adventure on Cook's second voyage. New York was eventually captured, but Newport, Rhode Island, remained in the hands of the Americans and posed a threat as a base for recapturing New York, so in November 1776 a fleet, which included Lord Sandwich 2 carrying Hessian troops, set out to take Rhode Island. The island was taken but not subdued, and Lord Sandwich 2 was needed as a prison ship. ## Final resting place The surrender of British General John Burgoyne's army at Saratoga brought France into the war, and in the summer of 1778 a pincer plan was agreed to recapture Newport: the Continental Army would approach overland, and a French fleet would sail into the harbour. To prevent the latter the British commander, Captain John Brisbane, determined to blockade the bay by sinking surplus vessels at its mouth. Between 3 and 6 August a fleet of Royal Navy and hired craft, including Lord Sandwich 2, were scuttled at various locations in the Bay. Lord Sandwich 2, previously Endeavour, previously Earl of Pembroke, was sunk on 4 August 1778. The owners of the sunken vessels were compensated by the British government for the loss of their ships. The Admiralty valuation for 10 of the sunken vessels recorded that many had been built in Yorkshire, and the details of the Lord Sandwich transport matched those of the former Endeavour including construction in Whitby, a burthen of 368+71⁄94 tons, and re-entry into Navy service on 10 February 1776. In 1834 a letter appeared in the Providence Journal of Rhode Island, drawing attention to the possible presence of the former Endeavour on the seabed of the bay. This was swiftly disputed by the British consul in Rhode Island, who wrote claiming that Endeavour had been bought from Mather by the French in 1790 and renamed Liberté. The consul later admitted he had heard this not from the Admiralty, but as hearsay from the former owners of the French ship. It was later suggested Liberté, which sank off Newport in 1793, was in fact another of Cook's ships, the former HMS Resolution, or another Endeavour, a naval schooner sold out of service in 1782. A further letter to the Providence Journal stated that a retired English sailor was conducting guided tours of a hulk on the River Thames as late as 1825, claiming that the ship had once been Cook's Endeavour. In 1991 the Rhode Island Marine Archaeology Project (RIMAP) began research into the identity of the thirteen transports sunk as part of the Newport blockade of 1778, including Lord Sandwich. In 1999 RIMAP discovered documents in the Public Record Office (now called the National Archives) in London confirming that Endeavour had been renamed Lord Sandwich, had served as a troop transport to North America, and had been scuttled at Newport as part of the 1778 fleet of transports. In 1999, a combined research team from RIMAP and the Australian National Maritime Museum examined some known wrecks in the harbour and in 2000, RIMAP and the ANMM examined a site that appears to be one of the blockade vessels, partly covered by a separate wreck of a 20th-century barge. The older remains were those of a wooden vessel of approximately the same size, and possibly a similar design and materials as Lord Sandwich ex Endeavour. Confirmation that Cook's former ship had indeed been in Newport Harbor sparked public interest in locating her wreck. However, further mapping showed eight other 18th-century wrecks in Newport Harbor, some with features and conditions also consistent with Endeavour. In 2006 RIMAP announced that the wrecks were unlikely to be raised. In 2016 RIMAP concluded that there was a probability of 80 to 100% that the wreck of Endeavour was still in Newport Harbor, probably one of a cluster of five wrecks on the seafloor, and planned to investigate the ships and their artifacts further. They were seeking funds to build facilities for handling and storing recovered objects. In September 2018, Fairfax Media reported that archaeologists from RIMAP had pinpointed the final resting place of the vessel. The possible discovery was hailed as a "hugely significant moment" in Australian history, but researchers have warned they were yet to "definitively" confirm whether the wreck had been located. On 3 February 2022, the Australian National Maritime Museum (ANMM) held an event attended by federal cabinet minister Paul Fletcher to announce that the wreck had been confirmed to be that of the Endeavour. The RIMAP has called the announcement "premature" and a "breach of contract", which the ANMM denies. RIMAP's lead investigator stated that "there has been no indisputable data found to prove the site is that iconic vessel, and there are many unanswered questions that could overturn such an identification". Meanwhile, the wreck is being eaten by shipworms. ## Endeavour relics and legacy In addition to the search for the remains of the ship herself, there was substantial Australian interest in locating relics of the ship's south Pacific voyage. In 1886, the Working Men's Progress Association of Cooktown sought to recover the six cannon thrown overboard when Endeavour grounded on the Great Barrier Reef. A £300 reward was offered for anyone who could locate and recover the guns, but searches that year and the next were fruitless and the money went unclaimed. Remains of equipment left at Endeavour River were discovered in around 1900, and in 1913 the crew of a merchant steamer erroneously claimed to have recovered an Endeavour cannon from shallow water near the Reef. In 1937, a small part of Endeavour's keel was given to the Australian Government by philanthropist Charles Wakefield in his capacity as president of the Admiral Arthur Phillip Memorial. Australian Prime Minister Joseph Lyons described the section of keel as "intimately associated with the discovery and foundation of Australia". Searches were resumed for the lost Endeavour Reef cannon, but expeditions in 1966, 1967, and 1968 were unsuccessful. They were finally recovered in 1969 by a research team from the American Academy of Natural Sciences, using a sophisticated magnetometer to locate the cannon, a quantity of iron ballast but not the abandoned bower anchor. Conservation work on the cannon was undertaken by the Australian National Maritime Museum, after which two of the cannon were displayed at its headquarters in Sydney's Darling Harbour, and eventually put on display at Botany Bay and the National Museum of Australia in Canberra (with a replica remaining at the museum). A third cannon, and the bower anchor recovered in 1971, were displayed at the James Cook Museum in Cooktown, with the remaining three at the National Maritime Museum in London, the Academy of Natural Sciences in Philadelphia, and the Museum of New Zealand Te Papa Tongarewa in Wellington. Endeavour's Pacific voyage was further commemorated in the use of her image on the reverse of the New Zealand fifty-cent coin. Apollo 15's command and service module CSM-112 was given the call sign Endeavour; astronaut David Scott explained the choice of the name on the grounds that its captain, Cook, had commanded the first purely scientific sea voyage, and Apollo 15 was the first lunar landing mission on which there was a heavy emphasis on science. Apollo 15 took with it a small piece of wood claimed to be from Cook's ship. The ship was again commemorated in the naming of the Space Shuttle Endeavour in 1989. The shuttle's name in turn inspired the naming of the SpaceX Crew Dragon Endeavour, the first such capsule to launch crew. ## Replica vessels In January 1988, to commemorate the Australian Bicentenary of European settlement in Australia, work began in Fremantle, Western Australia, on a replica of Endeavour. Financial difficulties delayed completion until December 1993, and the vessel was not commissioned until April 1994. The replica vessel commenced her maiden voyage in October of that year, sailing to Sydney Harbour and then following Cook's path from Botany Bay northward to Cooktown. From 1996 to 2002, the replica retraced Cook's ports of call around the world, arriving in the original Endeavour's home port of Whitby in May 1997 and June 2002. Footage of waves shot while rounding Cape Horn on this voyage was later used in digitally composited scenes in the 2003 film Master and Commander: The Far Side of the World. The replica Endeavour visited various European ports before undertaking her final ocean voyage from Whitehaven to Sydney Harbour on 8 November 2004. Her arrival in Sydney was delayed when she ran aground in Botany Bay, a short distance from the point where Cook first set foot in Australia 235 years earlier. The replica Endeavour finally entered Sydney Harbour on 17 April 2005, having travelled 170,000 nautical miles (310,000 km), including twice around the world. Ownership of the replica was transferred to the Australian National Maritime Museum in 2005 for permanent service as a museum ship in Sydney's Darling Harbour. A second full-size replica of Endeavour was berthed on the River Tees in Stockton-on-Tees before being moved to Whitby. While it reflects the external dimensions of Cook's vessel, this replica was constructed with a steel rather than a timber frame, has one less internal deck than the original, and is not designed to go to sea. The Russell Museum, in the Bay of Islands, New Zealand, has a sailing one-fifth scale replica of Endeavour. It was built in Auckland in 1969 and travelled by trailer throughout New Zealand and Australia before being presented to the museum in 1970. At Whitby the "Bark Endeavour Whitby" is a scaled-down replica of the original ship. It relies on engines for propulsion and is a little less than half the size of the original. Trips for tourists take them along the coast to Sandsend. A 25-foot (7.6 m) replica of the ship is displayed in the Cleveland Centre, Middlesbrough, England. ## See also - Blue Latitudes, a travel book by Tony Horwitz - European and American voyages of scientific exploration
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Hurricane Kiko (1989)
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Category 3 Pacific hurricane in 1989
[ "1989 Pacific hurricane season", "1989 in Mexico", "Category 3 Pacific hurricanes", "Hurricanes and tropical depressions of the Gulf of California", "Pacific hurricanes in Mexico" ]
Hurricane Kiko was one of the strongest tropical cyclones on record to have made landfall on Mexico's Baja California peninsula. The eleventh named storm of the 1989 Pacific hurricane season, Kiko formed out of a large mesoscale convective system on August 25. Slowly tracking northwestward, the storm rapidly intensified into a hurricane early the next day. Strengthening continued until early August 27, when Kiko reached its peak intensity with winds of 120 mph (190 km/h). The storm turned west at this time, and at around 0600 UTC, the storm made landfall near Punta Arena, Mexico at the southern tip of Baja California Sur. The hurricane rapidly weakened into a tropical storm later that day and further into a tropical depression by August 28, shortly after entering the Pacific Ocean. The depression persisted for another day while tracking southward, before being absorbed by nearby Tropical Storm Lorena. Though Kiko made landfall as a Category 3 hurricane, its impact was relatively minor. Press reports indicated that 20 homes were destroyed and numerous highways were flooded by torrential rains. ## Meteorological history Unlike most other eastern Pacific hurricanes between 1988 and 1990 that began as tropical waves off the western coast of Africa, Hurricane Kiko developed out of a large-scale mesoscale convective system on August 23 on the coast of Sonora. The system slowly tracked southward into the Gulf of California and became increasingly organized. Shower and thunderstorm activity was present around an area of low pressure the following day; however, insufficient reports from the region hindered the National Hurricane Center's (NHC) forecasting ability. By August 25, satellite intensity estimates, using the Dvorak technique, indicated that the low had developed into a tropical depression around 1200 UTC, while the storm was located about 115 miles (185 kilometers) south of Mazatlán, Sinaloa. Operationally, the system was not declared a tropical depression; instead it was immediately declared Tropical Storm Kiko with winds of 40 mph (64 km/h). Located within an area with little or no steering current, and situated over warm waters and underneath an upper-level low, conditions were near perfect for rapid intensification, despite the proximity to land. A general northwestward drift was anticipated, and the NHC forecast the storm to reach hurricane intensity within 24 hours. Convective banding features began to develop late on August 25 as winds around the center reached 50 mph (80 km/h). With the development of an anticyclone over the storm, Kiko's outflow become more pronounced. Around 0600 UTC on August 26, an eye developed within the small circulation, suggesting the cyclone had strengthened into a Category 1 hurricane on the Saffir–Simpson hurricane wind scale. However, satellite intensity estimates indicated winds of only 40 mph (64 km/h). Shortly after, Kiko was upgraded to a Category 2 hurricane with winds of 100 mph (160 km/h). Ships in the vicinity of the hurricane reported tropical storm-force winds extending roughly 50 mi (80 km) from the center. Winds within the eyewall subsequently increased to 115 mph (185 km/h), making Kiko a minimal Category 3 hurricane. Intensification continued for another six hours, ending around 0000 UTC on August 27, at which time the storm reached its peak intensity with winds of 120 mph (190 km/h) and a minimum pressure of 955 mbar (hPa; 28.2 inHg). Around the time of peak intensity, Dvorak intensity estimates reached T6.0, equating to a minimal Category 4 hurricane with winds of 135 mph (217 km/h). A trough located to the north of the hurricane began to weaken, causing the storm to track in a more westward direction. Kiko weakened slightly before making landfall near Punta Arena, on the southern tip of Baja California, with winds of 115 mph (185 kph). Kiko was thus the second major hurricane to ever make landfall on the Gulf Coast of Baja California since reliable recordkeeping began in 1949, with the other being 1967's Hurricane Olivia. Due to the small size and slow movement of the storm, it rapidly weakened, becoming a tropical storm by 1800 UTC. Convection associated with the storm significantly diminished; the center of circulation became nearly devoid of thunderstorm activity early on August 28. Shortly after emerging into the Pacific Ocean, Kiko was further downgraded into a tropical depression, and turned towards the southwest due to interaction with nearby Tropical Storm Lorena. Tropical Depression Kiko dissipated around 1800 UTC on August 29; however, its remnants continued southward before being absorbed by Lorena. ## Preparations and impact Around 2100 UTC on August 25, the Government of Mexico issued a hurricane warning for the Islas Marías and areas between the southern border of Sonora and El Dorado. A hurricane watch was also issued for areas between Los Burros, Mexico and the southern tip of Baja California Sur along the Gulf of California. By 0900 UTC the following day, the hurricane watch was upgraded to a warning. Roughly three hours later, the previous hurricane watch issued for Sonora was discontinued as Kiko was no longer forecast to make landfall in the state. The hurricane warning on Baja California was also extended northward to Bahía Concepción. Due to uncertainty in Kiko's track, a hurricane watch was re-issued for Sonora between El Dorado and Los Mochis. Around 0900 UTC on August 27, a hurricane warning was issued for areas south of San Carlos on the Pacific coast of Baja California. The hurricane watch for Sonora was then discontinued. By 1800 UTC, the hurricane warnings on the Gulf Coast of Baja California were replaced by a tropical storm warning which was declared for areas between the southern tip of the peninsula and Bahía Concepción. At this time, the hurricane warning for the Pacific coast was revised to a tropical storm warning. Early on August 28, all watches and warnings were discontinued as Kiko weakened into a tropical depression and moved away from land. In Baja California Sur, more than 1,300 people evacuated to shelters in La Paz. Flights arriving and departing in the region were canceled or diverted to other airports. The Red Cross prepared shelters in schools, hospitals, and other public buildings throughout the city. On the Islas Marías, an unconfirmed report of 54 mph (87 km/h) sustained winds was relayed to the National Hurricane Center. Due to the hurricane's small size, only areas directly in the path of the storm received precipitation; however, a monsoonal outer band on the eastern side of the storm produced widespread rainfall in eastern Mexico. In Sonora, over 7 in (180 mm) of rain fell in mountainous areas, while numerous locations recorded at least 1 in (25 mm). In Baja California, the heaviest rainfall was recorded in Los Cabos, and amounted to 11.97 in (304 mm). Only a small portion of the peninsula received more than 10 in (250 mm) of rain. At least 1,000 people were evacuated from heavily damaged areas. Press reports indicated that 20 homes were destroyed by Hurricane Kiko. High winds, gusting over 109 mph (175 km/h), brought down numerous trees and power lines. Before Kiko's eye moved ashore, the airport near Cabo San Lucas reported sustained winds of 47 mph (76 km/h) with gusts up to 63 mph (101 km/h). Meteorological recordings near the place of landfall were not available as the small system tracked over a sparsely populated region. From La Paz to Cabo San Lucas, power and water supplies were lost. The heavy rains flooded several highways, and the resultant flood waters overturned a bus. Passengers on the bus managed to escape injury and were quickly brought to shelter by the local fire department. The storm's effects washed out roughly 100 yd (91 m) of the San Antonio–San Bartolome highway. The Rancho Leonero Resort in Buena Vista sustained severe roof damage and several docked boats were damaged. Several days after Kiko dissipated, remnant moisture from the storm contributed to a complex weather system that produced torrential rainfall throughout the U.S. state of Kansas, unofficially reaching 16 in (410 mm) in localized areas. ## See also - 1989 Pacific hurricane season - Other tropical cyclones named Kiko - Hurricane Olaf (2021)
153,421
Donkey Kong 64
1,171,098,396
1999 video game
[ "1999 video games", "3D platform games", "Cancelled 64DD games", "Donkey Kong platform games", "Multiplayer and single-player video games", "Nintendo 64 games", "Rare (company) games", "Video game sequels", "Video games about size change", "Video games developed in the United Kingdom", "Video games featuring female protagonists", "Video games scored by Grant Kirkhope", "Video games set on fictional islands", "Virtual Console games", "Virtual Console games for Wii U" ]
Donkey Kong 64 is a 1999 platform game developed by Rare and published by Nintendo for the Nintendo 64. It is the only Donkey Kong game to feature 3D gameplay. As the gorilla Donkey Kong, the player explores themed levels to collect items and rescue his kidnapped family members from King K. Rool. The player completes minigames and puzzles as five playable Kong characters—each with their own special abilities—to receive bananas and other collectibles. In multiplayer modes, up to four players can compete in deathmatch and last man standing games. Rare began working on Donkey Kong 64 in 1997, following the completion of Donkey Kong Country 3 (1996). It was conceived as a 2.5D platformer similar to Country before becoming a more open-ended game using the engine from Rare's Banjo-Kazooie (1998). A 16-person team, with many recruits from the Banjo group, finished it in 1999. It was published by Nintendo in North America in November and worldwide in December. Donkey Kong 64 was the first game to require the Nintendo 64 Expansion Pak, an accessory that added memory resources. The marketing campaign included advertisements, sweepstakes, and a national tour. Donkey Kong 64 received acclaim and was Nintendo's top seller during the 1999 holiday season, with 2.3 million units sold by 2004. It won the 1999 E3 Game Critics award for Best Platform Game and multiple awards and nominations from magazines. Reviewers praised the exceptional size and length, but criticized its camera controls and emphasis on item collection and backtracking. Some cited its gameplay and visual similarities to Banjo-Kazooie as a detriment. Critics said Donkey Kong 64 did not match the revolutionary impact of Donkey Kong Country but was still among the Nintendo 64's best 3D platform games. Donkey Kong 64 was Rare's final Donkey Kong game prior to its acquisition by Microsoft in 2002 and the last major Donkey Kong game until Jungle Beat (2004). It was rereleased on Nintendo's Wii U Virtual Console in 2015. Retrospective reviews of Donkey Kong 64 were mixed; critics considered it emblematic of the tedium in Rare's "collect-a-thon" adventure platformers. The "DK Rap", a song featured in the introduction, garnered notoriety as one of the worst songs to feature in a video game. ## Gameplay Donkey Kong 64 is a 3D platforming action-adventure game in which the player, as Donkey Kong and his friends, explores an island and collects items to progress through minigames and puzzles. The game follows a traditional storyline for the series: King K. Rool and his reptilian Kremlings invade the idyllic DK Isle and kidnap Donkey Kong's friends, planning to power up their Blast-O-Matic weapon and destroy the island. After a tutorial, the player embarks as Donkey Kong to rescue the others from their kidnappers and stop K. Rool's plan. While exploring the in-game world and completing puzzle minigames, the player collects two types of bananas: colored bananas, which are color-coded differently for each Kong character, award the player with banana medals and can be traded for access to each world's boss fight; and golden bananas, a certain number of which are required to unlock each new in-game world. Of 3,831 total collectible items, 1,810 (1,680 colored bananas, 100 golden bananas, 8 boss keys, 1 blueprint, 15 banana medals, 4 K. Rool crowns, the Nintendo coin, and the Rare coin) are required to complete the game. Most of the puzzles are simple and involve rearranging items, manipulating switches and tiles, or matching items as in the game Concentration. Minigames include races, minecart rides, and barrels that shoot the characters as projectiles. There are five such golden banana-rewarding objectives for each of five playable characters across seven themed worlds200 goals in total, in addition to a connecting overworld. The worlds' themes include underwater, forest, jungle, and industry. Unlike prior Donkey Kong games, the objectives can be completed in any order. The player can fast travel between sections of the level with designated warp pads and can swap between characters in designated swap barrels. The player collects banana coins, which can be spent to unlock new weapons and abilities, and other collectibles such as weapon ammunition and blueprint puzzle pieces. As in other Rare games, the player often encounters an impasse such as an indestructible object or out-of-reach area, and must acquire a new ability with which to eventually backtrack and resolve it. Donkey Kong's kidnapped friends become playable characters after being rescued. Each of the five characters begin with basic abilities and can purchase additional, unique abilities from Cranky Kong as the game progresses, which are necessary to solve certain puzzles. For example, Donkey Kong can operate levers, Chunky Kong can lift rocks, Tiny Kong can crawl through holes, Diddy Kong can fly, and Lanky Kong can float. The characters each use unique projectiles and musical instruments. For example, some doors can be opened only with Donkey Kong's coconut projectiles and others can be opened only with Diddy Kong's guitar. There are more special abilities than face buttons on the controller, so button combinations are needed to trigger some abilities. Combinations also trigger special modes, including alternative camera angles, a sniper mode, and a snapshot mode which unlocks more in-game secrets. Playable versions of the original Donkey Kong (1981) and Jetpac (1983) are hidden within the game, and playing through them is required to finish the story. The player-character can also transform into animals, such as Rambi the Rhino and Enguarde the Swordfish, who recur from earlier series games. Optional hardware support includes a widescreen mode and Rumble Pak compatibility. A separate multiplayer mode has six minigames for two to four players. Monkey Smash is an open arena, deathmatch-style minigame in which up to four players find ammo and use their respective projectile weapons from the single-player game to damage other players before losing all their own lives. Battle Arena is a king-of-the-hill minigame in which players use weapons and explosives to knock each other off the edge of a platform. Each mode has several sub-types in which players can compete based on time or score. ## Development ### Conception The British studio Rare, which created the successful Donkey Kong Country games for the Super Nintendo Entertainment System in the mid-1990s, developed Donkey Kong 64, with Gregg Mayles leading the effort. Development began in 1997, shortly after the completion of Donkey Kong Country 3: Dixie Kong's Double Trouble! (1996). It was originally intended for release on the Nintendo 64's 64DD add-on, but transitioned to cartridge after the 64DD was delayed and eventually canceled. A team of 16 people worked on the game across three years, and an additional eight members assisted in its later stages. George Andreas served as the project's director. Rare conceived Donkey Kong 64 as a linear, 2.5D platform game similar to the Donkey Kong Country games. The Nintendo 64 was still new, and at the time Rare did not have a common game engine. The linear version was developed for around 18 months before it was eliminated in favor of a more open-ended approach similar to Rare's 1998 game Banjo-Kazooie (1998). Many developers transitioned from the Banjo team, and the final version was built atop the Banjo game engine. ### Design The character models were designed and animated from scratch. Rare was unable to reuse the models from the Donkey Kong Country series, where they had been pre-rendered and modeled with NURBs using PowerAnimator; Donkey Kong 64's real-time 3D graphics could only use polygons, so the team used a new tool, Gamegen. The pre-rendered models were used as reference for the polygon models and textures, such as for the interior of the Kongs' mouths. Though the real-time graphics prevented Rare from reproducing the level of detail seen in the Donkey Kong Country series, they allowed for more expressive characters. Rendering satisfactory models proved challenging; lead artist Mark Stevenson noted that "[b]eing able to see this character from any angle, you'd make an animation, put it in the game, and you'd think it looked good side-on, but awful from every other angle!" The strong emphasis on collectibles was a design choice made at the request of Rare co-founder Tim Stamper to distinguish Donkey Kong 64 from Banjo-Kazooie. According to director George Andreas, "I'd always go back to him and say 'Here's some' and he'd go 'No, more things'". Retrospectively, Andreas commented that he should have reined himself in; particularly, he would have liked to unify the color-coded banana system. Rare attempted to differentiate Donkey Kong 64 from Banjo-Kazooie through its variety of playable characters, cinematic set-pieces, and bombastic boss battles. According to Andreas, Donkey Kong creator Shigeru Miyamoto was appalled when he saw Donkey Kong shoot a realistic shotgun used as a placeholder during a pre-release demonstration, and quickly sketched the coconut gun used in the final game. A removed feature, "Stop 'N' Swop", allowed data to be transferred from Banjo-Kazooie to Donkey Kong 64 to unlock in-game bonuses. During development, Rare discovered the Nintendo 64 retained flash memory for several seconds after a cartridge's removal. They implemented a feature whereby removing the Donkey Kong 64 cartridge and quickly inserting the Banjo-Kazooie cartridge, while the former's memory was still in the console, would unlock bonus content. Nintendo requested Stop 'N' Swop's removal when Rare submitted Donkey Kong 64 for approval. Nintendo was concerned the Nintendo 64 would not retain RDRAM long enough for the feature to work and that it could potentially damage consoles. Specifically, Nintendo 64 models produced after Banjo-Kazooie's release reduced the amount of time the console retained flash memory, making Stop 'N' Swop nearly impossible to activate as intended. Donkey Kong 64 was the first of two games to require the Nintendo 64's Expansion Pak, a console RAM upgrade bundled with the game. The Expansion Pak was previously used to power optional higher-resolution graphics, but in the case of Donkey Kong 64, it was marketed as improving the frame rate and rendering of objects at a distance. Chris Marlow, who was working on Conker's Bad Fur Day (2001) at the time, claimed that Rare could not resolve a bug that occurred without the Expansion Pak and thus they were forced, at great expense, to bundle the game with the memory upgrade. However, Stevenson called Marlow's story a "myth" and said that the decision to use the Expansion Pak was made early. Though such a bug did exist toward the end of development, according to Stevenson, the Expansion Pak was not the solution for the problem and it was not introduced for that reason. According to Stevenson, the Expansion Pak was used to power the dynamic lighting system. Nintendo stated that the choice to bundle, rather than selling the accessory separately, would avoid consumer confusion. ### Music Grant Kirkhope composed the soundtrack, which Nintendo Life described as closer in spirit to Banjo-Kazooie than to David Wise's Donkey Kong Country soundtracks. However, Kirkhope commented that he tried to retain the darker, atmospheric tone that Wise brought to Donkey Kong Country, and included a remix of Wise's "Jungle Japes". Donkey Kong Country 3 composer Eveline Fischer was originally assigned to Donkey Kong 64; Kirkhope became involved after he was asked for assistance, and he provided Donkey Kong's voice. The "DK Rap", which introduces the Kong character abilities, was conceived and written by Andreas, scored and recorded by Kirkhope, and performed by Andreas and Chris Sutherland. It was intended to be a lighthearted joke, although critics interpreted it as a serious songwriting attempt. Nintendo of America ran a "DK Rap" contest in which fans record their own version of the rap to win prizes including a trip to its headquarters. ## Promotion and release Rare announced Donkey Kong 64 with a single screenshot on its website and coverage in the January 1999 issue of Nintendo Power. Electronic Gaming Monthly wrote that it was playable by the 1997 Electronic Entertainment Expo, though IGN said that it debuted at the 1999 event. It was also demonstrated at Nintendo's 1999 trade show Spaceworld. Donkey Kong 64 was expected to be a bestseller, as the console's "crowning achievement" in graphics and sound. Donkey Kong 64's sizable marketing campaign doubled the typical budget for a major Nintendo release. The campaign included a 60-second commercial played at over 10,000 movie theaters during the holiday season, and additional advertisements via billboards, print, and radio. A promotional "The Beast Is Back" tour brought a truck outfitted with Nintendo games across the United States, and a separate sweepstakes between the series and Dr. Pepper was advertised in supermarkets. Nintendo projected sales of 2.5 million copies within one year, and later that year increased the number to 4 million copies (1.5 million more than for The Legend of Zelda: Ocarina of Time), including 1 million of the translucent green Nintendo 64 bundles. Polled retailers expected Donkey Kong 64 to be the top console game sold during the 1999 holiday season. It had little holiday season competition from Nintendo, as Nintendo had moved releases including Mario Party 2, Perfect Dark, and Pokémon Stadium into the next year. Rare and Nintendo released Donkey Kong 64 in North America in November 1999, and a worldwide release followed the next month. Nintendo offered a special bundle of the game and console, including a banana yellow-colored game cartridge, its required Expansion Pak, and a transparent green "Jolly Rancher-style" Nintendo 64 console. In April 2015, Donkey Kong 64 was digitally rereleased as one of the first Nintendo 64 games added to Nintendo's Wii U Virtual Console catalog. This was the game's first rerelease, as it had not appeared on the Wii Virtual Console. Why it was never released on the Wii Virtual Console is unknown, although Nintendo World Report speculated that it may have been related to the fact that it contains both the original arcade Donkey Kong (which was already available on the Virtual Console) and Jetpac (which Nintendo does not hold the rights to) as playable bonuses. ## Reception Donkey Kong 64 received critical acclaim—"universal acclaim", according to video game review aggregator Metacritic. It became the Nintendo 64's top seller during the 1999 holiday season and Nintendo's chief defense against competitor Sega's introduction of its Dreamcast console. As a bestseller, Donkey Kong 64 joined Nintendo's "Player's Choice" game selection, where high sales continued through the next holiday season. By 2004, more than 2.3 million units had been sold in North America. It won the 1999 E3 Game Critics award for Best Platform Game, and several annual awards from Nintendo Power, including best overall game of 1999. It received nominations for "Game of the Year" and "Console Game of the Year" by the Academy of Interactive Arts & Sciences during the 3rd Annual Interactive Achievement Awards (now known as the D.I.C.E. Awards).GamePro named it an "Editor's Choice". IGN described Donkey Kong 64 as the biggest and most ambitious Nintendo 64 game as of its release, but very similar to Banjo-Kazooie in its platforming and puzzle design. Similarities between the two games was a common refrain. Overall, reviewers were more impressed by its visuals than by its other elements, such as gameplay. Reviewers criticized the emphasis on collecting items and backtracking"an interactive egg hunt". This had become a trend in Rare's games, and Donkey Kong 64 followed the "predictable formula" of making players collect multiple sets of items and in full for a special ending. Next Generation noted Rare's propensity for backtracking. GameSpot more diplomatically assumed that players who liked collecting items would be titillated by its replay value, and those who did not would be frustrated by its chores. The Cincinnati Enquirer applauded the minigames as a "welcome diversion [which] add to the fun of an already massive adventure", and which are so good they would have worked as their own released games on previous-generation consoles. EGM said the puzzles and minigames are fun the first time through, but they quickly become worn when replayed with increasingly tighter time restrictions. GameSpot, however, considered parts of Donkey Kong 64's gameplay "cerebral", requiring the consideration of several simultaneous tasks to solve later puzzles. Already familiar with concepts borrowed from Super Mario 64, Ocarina of Time, and Banjo-Kazooie, critics considered the player's tasks less innovative or interesting to decipher. In retrospective reviews, Nintendo Life described the chore of collecting objects "excessive" and repetitive. They suggested that backtracking, for instance, could be reduced by letting the player switch between characters at any time. The size and length were frequently noted. With an estimated 30 hours in basic gameplay, IGN called it Rare's War and Peace. GameFan wrote that "big" is an understatement, and "the adventure found within is mastodonic". Writers from AllGame and EGM became frequently lost or distracted in its world. The ingenuity of the boss battles, particularly the final battle against K. Rool, was highlighted, although the story's ending disappointed EGM. Reviewers found little entertainment in the multiplayer mode but praised the gameplay variety between the five characters. The controls also frustrated reviewers, between slow movement speed and camera angle issues. For example, characters who become unresponsive during their attack animations are vulnerable to encroaching enemies. Edge wrote that the lack of camera improvements over Banjo-Kazooie was inexcusable. Even with the RAM expansion for graphics, Donkey Kong 64's visuals were only found marginallyif at allbetter than that of its contemporary games, such as the previous year's Banjo-Kazooie. IGN avowed that Donkey Kong 64 was not as pretty as Banjo-Kazooie, especially in its water and backgrounds, though it still ranked among the console's prettiest games because the setting is barren and nondescript at first, and only later introduces lighting effects and richer textures. IGN hoped for more from Rare, praising the particle effects (such as in the desert wind), but considering its dynamic lighting overused. N64 Magazine said the enhanced effects were most often used for decoration, though they also played some role in puzzles based on illuminating paths. Graphical difficulties were reported even with the extra memory, such as frame rate slowdowns and distant features not appearing in any detail, though overall they commended the graphical flourishes. GameSpot also saw a lack of variety in the environment. The characters were praised for their personalities, animations, and portrayal of Rare's signature humor. Several reviewers noted the personalities shown in character animations. IGN considered the characters less baffling than those of other Rare games, and sometimes funny. GameFan found that the addition of the three new playable characters to the series offered little personality that would be missed. IGN said that the music was less clever than Banjo-Kazooie's, but Kirkhope's soundtrack still delivered a variety of moods and fit the setting. Aural clues in the surround sound and the quality of the underwater effects impressed GameSpot. Reviewers criticized the opening "DK Rap" as "embarrassing" and among the worst video game music. GamePro said it was humorous but lowbrow. Eight years later, Nintendo Life said the song was "loved by some, loathed by others", similar to the game itself. The consensus was that Donkey Kong 64 lacked the revolutionary potential of Donkey Kong Country but was of a sufficient high quality to sell well during the holiday season. The Cincinnati Enquirer described its platform style as coupled with many others, such as Super Mario 64, Banjo-Kazooie, and Jet Force Gemini (1999): "Replace the story line, the graphics and a couple of gameplay elements and you basically have the same game". Nonetheless, he said "its mastering of elements that have been done to death may be just the spark needed" to evolve the genre in games released in later years, celebrating its gameplay as addictive and some of the best on the Nintendo 64. Though hyped fans would be disappointed, IGN said that Donkey Kong 64 remains an excellent and expansive platformer with an overwhelming amount of things to do. GameFan, on the other hand, was most disappointed by how it "truly offers nothing new" and compared its monotony and repetition with the film Eyes Wide Shut: "a big bloated project with not enough brilliant moments to justify the numbness ... [of] sitting through the whole thing", it "fails to live up to the Rare name". Donkey Kong 64's 3D platforming was commonplace by the time of its release and, according to GameSpot, would have fared better as a Nintendo 64 launch game. With its competition considered, Daily Radar wrote that Donkey Kong 64 was simply the best 3D platform game on the console. Edge qualified this thought: Donkey Kong 64 was the closest any third-party developer had come to outdoing Nintendo's mastery of game structure and was "a fine effort ... in its own right", but its gameplay was derivative and unimaginative compared to the freedom and flexibility of Nintendo's Super Mario 64. In a retrospective review, Nintendo Life found the Wii U controller an easy substitute for the Nintendo 64's controls. ## Legacy Rare's 3D platformers became notorious for their emphasis on collecting items, and Kotaku remembered Donkey Kong 64 as "the worst offender" with hundreds of color-coded bananas. Other retrospective reviewers agreed. Electronic Gaming Monthly wrote: "As ... Super Mario 64 breathed life into the 3D platforming genre, Donkey Kong 64 sucked it all out" and solidified Rare's reputation for making "collect-a-thon" games. The indie developer behind A Hat in Time, a spiritual successor to Banjo-Kazooie, blamed Donkey Kong 64 for the "collect-a-thon platform adventurer" genre's decline in popularity. The game holds a Guinness World Record for most collectible items in a platform game. Retro Gamer and Game Informer both remembered the reception as "mixed", in consideration of its similarities with Banjo-Kazooie and lack of genre-pushing changes. Though decently reviewed, this and Rare's subsequent Nintendo 64 releases did not meet the extolment of the company's preceding games, and lackluster sales led to a staff exodus that culminated with the company's acquisition by Microsoft in 2002. Donkey Kong 64 was resultingly Rare's final Donkey Kong game; the series did not receive another major installment until Donkey Kong Jungle Beat (2004) five years later. Electronic Gaming Monthly noted at the game's launch, that the Nintendo 64 was approaching the end of its lifecycle, as gamers turned their sights to the Sega Dreamcast and Sony PlayStation 2. IGN later named Donkey Kong 64 as worthy of a remake for the Nintendo 3DS handheld console. In 2009, Official Nintendo Magazine placed the game 89th in a list of the best Nintendo games, calling it "a forgotten classic". The "DK Rap" is still remembered for its negative reception, but an upswing in popularity happened more than a decade after release as an Internet meme. Sutherland believes this happened because those who played the game as children had realized the song was meant to be taken as a joke, not a serious songwriting attempt. Similarly, Kirkhope commented that "it's a bit like ABBA, the way they've kind of come back into fashion over the years". Renditions of the "DK Rap" appeared in Super Smash Bros. Melee (2001) and Donkey Konga (2003). In 2017, Kirkhope composed a similar rap for Yooka-Laylee, a platform game made in homage to Rare's works. The rap plays during Donkey Kong's introduction in The Super Mario Bros. Movie (2023), included at the behest of Donkey Kong's voice actor Seth Rogen. Kirkhope was flattered by the song's inclusion, but disappointed he did not receive credit; the film simply credits it as originating from Donkey Kong 64.
2,648,904
1962 Tour de France
1,161,452,434
Cycling race in France in 1962
[ "1962 Super Prestige Pernod", "1962 Tour de France", "1962 in French sport", "1962 in road cycling", "July 1962 sports events in Europe", "June 1962 sports events in Europe", "Tour de France by year" ]
The 1962 Tour de France was the 49th edition of the Tour de France, one of cycling's Grand Tours. The 4,274-kilometre (2,656 mi) race consisted of 22 stages, including two split stages, starting in Nancy on 24 June and finishing at the Parc des Princes in Paris on 15 July. There were four time trial stages and no rest days. After more than 30 years, the Tour was again contested by trade teams instead of national teams. Jacques Anquetil of the team won the overall general classification, defending his title to win his third Tour de France. Jef Planckaert () placed second, 4 min 59 s in arrears, and Raymond Poulidor () was third, over ten minutes behind Anquetil. Anquetil's teammate Rudi Altig took the first general classification leader's yellow jersey after winning the first stage. He lost it the following day to André Darrigade of , who won stage 2a, before regaining it after winning stage three. The lead was taken by Saint-Raphaël rider Albertus Geldermans after stage six. He held it for two stages, before Darrigade took it back for the next two. Flandria rider Willy Schroeders then led the race between the end of stage nine to the end of eleven, at which point Schroeders' teammate Rik Van Looy, a major pre-race favourite, abandoned the race with an injury. The following day, British rider Tom Simpson (Gitane–Leroux) became the first rider from outside mainland Europe in history to wear the yellow jersey. He lost it to Planckaert after stage thirteen's individual time trial to Superbagnères in the Pyrenees. He held the lead for seven stages, which included the Alps. Anquetil's victory in the individual time trial of stage twenty put him in the yellow jersey, which he held until the conclusion of the race. In the other race classifications, Altig won the points classification and Federico Bahamontes () won the mountains classification. Saint-Raphaël won the team classification. The overall awards for most combative and unluckiest were given to Eddy Pauwels () and Van Looy respectively. Altig and Emile Daems () won the most stages, with three each. ## Teams From 1930 to 1961, the Tour de France was contested by national teams, but in 1962 commercially sponsored international trade teams returned. From the late-1950s to 1962, the Tour had seen the absence of top riders who had bowed to pressure from their teams' extra-sportif (non-cycling industry) sponsors to ride other races that better suited their brands. This, and a demand for wider advertising from a declining bicycle industry, led to the reintroduction of the trade team format. In early February 1962, 22 teams submitted applications for the race, with the final list of 15 announced at the end of the month. The Spanish-based was the first choice reserve team. Each of the 15 teams consisted of 10 cyclists (150 total), an increase from the 1961 Tour, which had 11 teams of 12 cyclists (132 total). Each team was required to have a dominant nationality; at least six cyclists should have the same nationality, or only two nationalities should be present. For the first time, French cyclists were outnumbered; the largest numbers of riders from a nation came from Italy (52), with the next largest coming from France (50) and Belgium (28). Riders represented a further six nations, all European. Of the start list of 150, 66 were riding the Tour de France for the first time. The average age of riders in the race was 27.5 years, ranging from 21-year-old Tiziano Galvanin () to 40-year-old Pino Cerami (). The cyclists had the youngest average age (25.2) while cyclists had the oldest (30). The presentation of the teams – where the members of each team's roster are introduced in front of the media and local dignitaries – took place outside the Place de la Carrière in Nancy before the start of the opening stage in the city. The teams entering the race were: Majority of French cyclists Majority of Italian cyclists Majority of Belgian cyclists ## Pre-race favourites The leading contender for the overall general classification before the Tour was the defending champion Jacques Anquetil of the Saint-Raphaël team. His closest rivals were thought to be Rik Van Looy (Flandria) and Raymond Poulidor (Mercier). The other riders considered contenders for the general classification were Rudi Altig (Saint-Raphaël), Charly Gaul (Gazzola), Federico Bahamontes (Margnat), Gastone Nencini (Ignis), Henry Anglade (Liberia), Guido Carlesi (Philco), Tom Simpson (Gitane–Leroux), Ercole Baldini (Ignis) and Hans Junkermann (). Of these, three were former winners of the Tour: Gaul (1958), Bahamontes (1959) and Nencini (1960). Frenchman Anquetil, who also won the Tour in 1957, had dominated the 1961 Tour, leading it from the first day to the last, with a winning margin of over twelve minutes. Less than two months before the 1962 Tour, Anquetil had withdrawn from the Vuelta a España, the previous Grand Tour, before the final stage due to viral hepatitis. Although he was the team leader, he was 32nd in the general classification at the time of his withdrawal, while his teammate Altig won the race. Observers expected some internal team struggle in the Tour due to a possible rivalry between the pair over leadership. After recovering for ten days, Anquetil went against his doctor's orders and rode the week-long stage race Critérium du Dauphiné, finishing seventh overall. Anquetil's former bitter rival Raphaël Géminiani was then selected as the team manager of Saint-Raphaël for the Tour. Unhappy, Anquetil asked his sponsors to replace Géminiani; they declined his request. Van Looy, the winner of the previous two world road race championships, made his Tour debut in 1962. He had avoided riding the Tour because he thought he did not have the full support of the Belgium team, but with Flandria he had control over rider selection. He had a successful season leading up to the Tour, winning the one-day classics Paris–Roubaix, the Tour of Flanders and Gent–Wevelgem, and two stages of the Giro d'Italia Grand Tour. He crashed during training four days before the Tour which caused a muscular stretch in his left thigh. Although Van Looy was known as a one-day classics specialist, he was considered a threat to Anquetil, who himself named Van Looy as the only rider who concerned him, fearing the high number of "flat" stage wins could potentially add up to eight minutes due to the one minute bonuses given to stage winners. A "duel" between him and Anquetil was billed by the press. Poulidor was in his third year as a professional, and was more popular in his home country than his compatriot Anquetil. In 1961, he won the national road race championship and Milan–San Remo one-day classic. It was his first appearance in the Tour; he did not ride the 1961 race on the advice of his trade team manager, Antonin Magne, who did not want him riding as a domestique for Anquetil and undermining his 'commercial value'. Anquetil dismissed the media's prediction that Poulidor was his rival, saying: "All Poulidor does is follow. He never takes the initiative." In training in the lead up to the Tour, Poulidor broke his left little finger and began the race with a cast on his forearm. ## Route and stages The route for the 1962 Tour was announced on 14 December 1961. Notable features of the route were the absence of rest days and four time trial events over a total of 152.5 km (95 mi), which was unusually high, 49.5 km (31 mi) more than in the previous Tour. Anquetil said he did not fear the mountains and that although the time trials favoured him, he would not object if they were not included. Both Van Looy and Gaston Nencini complained about the number of time trials. Van Looy threatened not to ride, feeling it was too hard, and the time trials did not suit him, saying "Four times, you are crazy. Why not a normal route? I will not start this Tour. I do not intend to play for three weeks." The opening stage (known as the Grand Départ) started in Nancy, in north-eastern France. The stage passed through Luxembourg and ended in the Belgian town of Spa. Belgium hosted stages 2a, and 2b, in Herentals, and the beginning of the third in Brussels. This stage brought the race into northern France with the finish in Amiens. Stage four headed to the coast, westwards to Le Havre, with the following two stages taking the Tour along a coastal route to the western tip of the country. Stages seven to ten formed a continuous journey along the west coast to the foot of the Pyrenees at Bayonne. The Pyrenees hosted the next four stages, with the fourteenth finishing in Carcassonne. Stages fifteen to seventeen took the race to the south-east at Antibes. Stage eighteen headed north to Briançon, in the Alps. The nineteenth stage moved the race out of the mountains and down to Aix-les-Bains. The final three stages took the Tour back to the north through Lyon and Nevers to finish at the Parc des Princes stadium in Paris. There were 22 stages in the race, including two split stages, covering a total distance of 4,274 km (2,656 mi), 123 km (76 mi) shorter than the 1961 Tour. The longest mass-start stage was the 22nd at 271 km (168 mi), and stage 2a was the shortest at 147 km (91 mi). Of the four time trial stages, three (8b, 13, and 20) were individual time trial events and one (2b) a team time trial. There was only one summit finish, in stage 13's time trial to the Superbagnères ski resort. On stage 18, the climb to the summit of the Cime de la Bonette Alpine mountain, including the Col de Restefond and Col de la Bonette passes, was used for the first time in the Tour in 1962. At an altitude of 2,802 metres (9,193 feet), it is one of the highest paved roads in Europe and the highest point of elevation reached in the history of the Tour (as of 2018). The Bonette was among six first-category rated climbs in the race. The Tour included four new start or finish locations: Spa, in stages 1 and 2; Herentals, in stages 2a and 2b; Luçon, in stages 8a and 8b; and Nevers, in stages 21 and 22. In 1962, the final 30 km (19 mi) of each stage of the Tour was broadcast live on television for the first time. ## Race overview ### Grand Départ In the opening stage, a 23-man breakaway group of riders escaped the peloton (main group) as they passed Luxembourg City with 145 km (90 mi) remaining. They stayed away and came to the finish over six minutes ahead, with Rudi Altig winning the sprint, and taking the first yellow jersey as leader of the general classification. Rik Van Looy, third on the stage, was denied the opportunity to wear the yellow jersey in his own country and into his home town of Herentals at the end of the following stage. Of the pre-race favourites, Raymond Poulidor, Charly Gaul and Federico Bahamontes were not present in the lead group. Altig also took the points classification's green jersey, and Liberia rider Jean Selic led the mountains classification. The first part of the second stage ended with a bunch sprint won by André Darrigade of Gitane–Leroux. Van Looy escaped close to the end but took a wrong turn; he placed fourth. Darrigade, second previously, took the yellow and green jerseys, with Angelino Soler of Ghigi taking the lead of the mountains classification. The team time trial in Herentals later in the day was won by Flandria; their winning margin over second-place Gitane–Leroux was 1 min 15s, and moved four of their riders into the top ten. Altig retook the yellow jersey in stage three's sprint from a breakaway consisting of 41 riders. Gaul and Bahamontes lost further time, finishing in the peloton over five minutes in arrears. ### North and west coasts In the fourth stage, Mercier's Willy Vanden Berghen won the sprint finish between a group of six that went clear with around 100 km (62 mi) to go. Altig reclaimed the green jersey. Stage five ended in a bunch sprint won by Philco rider Emile Daems, with Gitane–Leroux's Rolf Wolfshohl taking the lead of the mountains classification. In the sixth stage, a 16-man (15 at the end) group escaped 23 km (14 mi) in and held on to the finish at Brest, with Robert Cazala of Mercier winning the sprint. Altig and Anquetil were not there, but they had sent their teammate Albertus Geldermans to protect the team's interests. Geldermans was the best-placed man in the break, and their finishing margin of over five minutes was so large that Geldermans became the new overall leader. Flandria's Huub Zilverberg won stage seven from a two-way sprint with Gitane–Leroux's Bas Maliepaard; the pair attacked from a breakaway of twenty riders in the final 2 km (1 mi) and finished five seconds ahead at the finish in Saint-Nazaire. As the chasing breakaway went through a narrow section of the finishing straight, Gastone Nencini hit a gendarme (French police officer) and fell, also bringing down Darrigade. Most of the stages in the first week were unusually fast; stage seven was calculated to be 44.87 km/h (27.88 mph), the fastest recorded to that point above a distance of 200 km (124 mi). In the first part of the eighth stage, another large group escaped, which in the final kilometres had merged with a further chasing breakaway and ended with a sprint victory for Ghigi rider Mario Minieri in Luçon's velodrome. Breakaway rider Darrigade became the new general classification leader for the second time in the race. The flat 43 km (27 mi) individual time trial from Luçon to La Rochelle in the second part of the stage was won by Anquetil, with Ercole Baldini second, 22 seconds behind. Darrigade briefly held the green jersey after stage 8a before it returned to Altig after 8b. Because of a successful breakaway in stage nine, Darrigade lost the lead to Flandria rider Willy Schroeders; Carpano's Antonio Bailetti won the stage. Willy Vannitsen of won the tenth stage's bunch sprint. The following stage was won by Vannitsen's teammate Eddy Pauwels, who dropped his fellow breakaway riders and soloed to victory with a four-minute advantage at Pau's motor race street circuit. A crash 35 km (22 mi) into the stage involving 22 riders was caused by a motorbike carrying a photographer. Van Looy, whose back was injured by the motorbike's handlebars, was the most notable casualty; he was able to continue for a further 30 km (19 mi), before he was advised to retire from the race by the Tour's doctor, Pierre Dumas. ### Pyrenees Stage twelve, the first mountain stage in the Pyrenees, saw Cazala take his second win from a sprint between an elite group of climbers and overall favourites who finished together after the descent to Saint-Gaudens. Schroeders could not keep up with this group, which included British rider Tom Simpson, and Simpson took the overall lead, becoming the first non-mainland European in history to wear the yellow jersey. Bahamontes led over the first-category Col du Tourmalet, and the two other lower categorised climbs, to take the lead in the mountains classification. The next stage, an 18.5 km (11 mi) mountain time trial, was won by Bahamontes with a time of 47 min 23 s. Simpson placed 31st and lost the lead to Jef Planckaert of Flandria, who came in second place, 1 min 25 s down. Anquetil finished a further three seconds behind in third and sat fourth overall. Planckaert had taken over the leadership of Flandria after the departure of Van Looy, with former race leader Schroeders pledging his support. He was considered an able substitute due to his form during the season leading up to the Tour, winning the stage races Paris–Nice and the Tour de Luxembourg and the one-day classic Liège–Bastogne–Liège. The final Pyrenean stage, the fourteenth, saw Saint-Raphaël rider Jean Stablinski attack his 10-strong breakaway with 25 km (16 mi) remaining and solo to the finish in Carcassonne with a margin of twelve seconds. The first of the three transitional stages, fifteen, that crossed France's southern coastline ended in a bunch sprint won by Vannitsen. In stage sixteen, Daems and Bailetti escaped the peloton with 60 km (37 mi) to go, with Daems attacking to win with a margin of three minutes; the chasing group of seven came in eight minutes later. Altig won the seventeenth stage in a sprint from a four-rider breakaway that finished over six minutes ahead of the peloton. ### Alps and finale In the first of the two Alpine stages, the eighteenth, attacks were expected. Instead, the riders went at a slow pace; in the first four hours, they had only raced 100 km (62 mi). Later, some attacks took place, but they failed because of punctured tyres and the defensive tactics of the leading riders; in the end, Daems, who was a sprinter and not a climber, was able to win this mountain stage. Poulidor's injured hand was better by stage nineteen, and his team manager told him it was time to attack. He was placed ninth in the general classification, ten minutes behind, so he would have not likely been seen as a threat. Attacking over the final climbs, he soloed to the finish at Aix-les-Bains with an advantage of more than three minutes over his rivals, moving him to third place overall, 5 min 43 s in arrears, with Planckaert still leading and Anquetil second, 1 min 8 s down. In stage twenty, a 68 km (42 mi) individual time trial finishing in Lyon, Planckaert came in fourth place, losing 5 min 19 s to the winner, Anquetil, who took the overall lead. Anquetil was a time trial specialist and considered unbeatable at the time. Baldini placed second, 2 min 59 s off the time set by Anquetil, and third was Poulidor who came in 5 min 1 s down to keep his third place overall. Stage 21 ended in a bunch sprint won by Dino Bruni of Gazzola. In the final stage, Benedetti gained his second victory of the race from a bunch sprint in front of an estimated crowd of 30,000 at Parc des Princes. Anquetil finished the race to claim his third Tour de France, equalling the record number of Tour wins by a rider with Belgian Philippe Thys and Frenchman Louison Bobet. It was revealed later that Anquetil had ridden the race with tapeworm. He beat second-placed Planckaert by 4 min 59 s, with Poulidor third, a further 5 min 25 s down. Altig won the points classification with a total of 173, which was 29 ahead of Daems in second. Bahamontes won the mountains classification with 137 points, 60 ahead of second-placed Imerio Massignan (). Saint-Raphaël won the team classification, which they led from the opening stage, with Mercier coming second and Flandria third. The riders with the most stages wins were Altig and Daems, with three each. The total number of riders who finished the race was 94, a record high to that point. ### Doping During the night after the thirteenth stage, pre-race outsider Hans Junkermann became ill. He was placed seventh in the general classification, and the following day, stage fourteen, his team requested the start be delayed, which the organisation allowed. He was dropped by the peloton on the first climb 50 km (31 mi) in, and abandoned the race, saying "bad fish" was the cause. Fourteen riders withdrew from the Tour that day, all blaming food poisoning from rotten fish at the same hotel, including the former general classification leader Willy Schroeder and another pre-race contender Gastone Nencini. Writing in the French sports newspaper L'Équipe, the Tour's race director, Jacques Goddet, said he did not believe their excuse and believed they had doped to recover time lost in the previous stage's time trial. Nothing was proven, although the hotel said they did not serve fish that night. A communiqué released by the Pierre Dumas warned that if riders and their soigneurs did not stop "certain forms of preparation", there would be daily post-stage hotel room inspections. Upset by this and doping accusations in the press, the riders threatened a fifteen-minute strike, but the journalist Jean Bobet, a former cyclist, was able to talk them into continuing, although he later provided the commentary for the documentary film about the 1962 Tour, Vive le Tour by Louis Malle, which ridiculed the riders and their "bad fish" explanation. In the following days, Dumas began to organise the inaugural European Conference on Doping and the Biological Preparation of the Competitive Athlete, which took place in January 1963. Since four of the riders involved came from , more than from any other team, the scandal is referred to as the "Wiel's affair". ## Classification leadership and minor prizes There were three main individual classifications contested in the 1962 Tour de France, two of which award jerseys to their leaders, and also a team competition. The most important was the general classification, which was calculated by adding each rider's finishing times on each stage. Time bonuses (time subtracted) were awarded to the top two positions at the end of every stage, including the individual time trials, but not the team time trial; first place received one minute and second place got 30 seconds. The rider with the lowest cumulative time was the winner of the general classification and was considered the overall winner of the Tour. The rider leading the classification wore a yellow jersey. In the points classification, riders were awarded points for finishing in the top fifteen places on each stage. The first rider at each stage finish was awarded 25 points, the second 20 points, the third 16 points, the fourth 14 points, the fifth 12 points, the sixth 10 points, down to one point for the rider in fifteenth. The classification leader was identified by a green jersey. The mountains classification awarded points to the riders who reached summits first. Most stages of the race included one or more of these climbs, categorised as fourth-, third-, second- or first-category, with the more difficult climbs rated lower. The calculation for the mountains classification was changed in 1962, and the fourth category was added. The leader of the classification was not identified by a jersey. The classification for the teams was calculated by adding together the times of the first three cyclists of a team on each stage; the team with the lowest combined time on a stage won one first place point. To determine placings in the overall team classification, second and third place points were also awarded. The split stages (two and eight) were each combined. The riders on the team who led this classification were identified with yellow caps. In addition, there was a combativity award given after each stage to the most aggressive rider; the decision was made by a jury composed of journalists. The split stages each had a combined winner. At the conclusion of the Tour, Eddy Pauwels won the overall super-combativity award, also decided by journalists. Similar to the award for most combative rider, there was an award for the unluckiest rider given after every stage. The award for most bad luck during the entire Tour went to Rik Van Looy. Two further individual awards were given at the end of the Tour, the Prix Alex Virot, awarded to Raymond Poulidor for being the most loyal rider in the race, determined by a jury, and the Prix René Dunan, awarded to the 22-year-old Giorgo Zancanaro (Philco) for being the youngest finisher. A total of 3,000,000 French new francs (NF) was awarded in cash prizes in the race, with the overall winner of the general classification receiving 200,000 NF. The points and mountains classification winners got 100,000 NF and 50,000 NF respectively. The team classification winners were given 300,000 NF. The winner of the super-combativity award winner was given 60,000 NF and a Renault R8 car, and the unluckiest rider overall got 20,000 NF. The Prix Alex Virot was given 25,000 NF and the Prix René Dunan got 20,000 NF. There was also a special award with a prize of 3,000 NF, the Souvenir Henri Desgrange, given to the first rider to pass the summit of the 2,058 m (6,752 ft)-high Col du Lautaret on stage nineteen. This prize was won by Juan Campillo of Margnat. ## Final standings ### General classification ### Points classification ### Mountains classification ### Team classification ### Super-combativity award ## Super Prestige Pernod ranking Riders in the Tour competed individually for points that contributed towards the Super Prestige Pernod ranking, an international season-long road cycling competition, with the winner seen as the best all-round rider. The 90 points accrued by Jacques Anquetil moved him from outside the ranking to fourth place, whilst Jef Planckaert climbed from third position to take the lead from former leader Rik Van Looy. ## See also - 1962 in sports - Doping at the Tour de France - List of doping cases in cycling
7,122,190
Thatgamecompany
1,152,302,243
American video game developer
[ "2006 establishments in California", "American companies established in 2006", "Apple Design Awards recipients", "Companies based in Santa Monica, California", "Indie game developers", "Privately held companies based in California", "Technology companies based in Greater Los Angeles", "Thatgamecompany", "Video game companies based in California", "Video game companies established in 2006", "Video game development companies" ]
Thatgamecompany, Inc. (stylized as thatgamecompany) is an American independent video game development company founded by University of Southern California students Jenova Chen and Kellee Santiago in 2006. The company was a developer for Sony Computer Entertainment, contracted to create three downloadable games for the PlayStation 3's PlayStation Network service, and has since secured independent funding. The first of their games is a remake of Chen's award-winning Flash title Flow, with enhanced visuals and sound, added multiplayer modes and compatibility with the PlayStation 3's motion-sensitive controller. The title was released on the PlayStation Store in 2007. The company's second PlayStation 3 game, Flower, was released on the PlayStation Store in 2009, and their third game, Journey, was released in March 2012 on the PlayStation Store. Their fourth game, Sky: Children of the Light, was released in July 2019 on iOS and in April 2020 on Android. Later, it released on the Nintendo Switch in June 2021 and on PlayStation 4 in December 2022. According to Chen, the company focuses on creating video games that provoke emotional responses from players. He has stated that, while the company is not opposed to making action-oriented games, he believes that enough such titles are released by the established video game industry. When designing a game, Chen and Thatgamecompany's process is to start by mapping out what the game should make the player feel, rather than by establishing game mechanics. Chen has stated that the company does not plan to produce large, blockbuster titles, due to their belief that the pressure for high sales would stifle innovation. ## History In late 2005, Jenova Chen and Kellee Santiago began thinking about creating their own video game company. The two were in their final year as master's students in the Interactive Media Program at the University of Southern California's School of Cinematic Arts, and had just released a video game—Cloud—that they had developed with several other students. The group intended the project as an experiment, meant to reveal whether they could create a game that "expressed something different than video games had in the past", and to determine the public's level of interest in video games of that nature. Due to the game's strongly positive reception, Chen and Santiago began to consider founding their own company, so that they could continue making games like Cloud—in which the design is not based on gameplay mechanics, but on inspiring emotions in players—after they left college. At the time, digital distribution was gaining popularity. The two saw it as an opportunity to create games without the high financial risk of retail distribution, which they believed would require them to first accumulate funds by working for other video game companies. Thatgamecompany was founded on May 15, 2006, as Chen and Santiago finished their master's degrees. The company soon signed a deal with Sony Computer Entertainment, which had been impressed by Chen's Flash game Flow—a component of his master's thesis at USC. Thatgamecompany was contracted to produce three games for the upcoming PlayStation Network distribution system and was given startup funding and a location at Sony's offices in Los Angeles. Initially, Thatgamecompany consisted of Chen, Santiago, Nick Clark, who had collaborated with Chen on Flow, and John Edwards. Santiago was the president of the company and the producer for its games, Clark was the designer, and Edwards was the lead engineer. Although Chen cofounded the company, he initially worked at Maxis on the game Spore. The company considered adapting Cloud as their first product for Sony, but instead decided on Flow, as it was "more fleshed-out as a design". They felt that it would be easier than Cloud to develop while they built the company; no members of the team had experience with managing a business or with creating a commercial game. Several contract workers assisted Thatgamecompany with Flow's development, including Austin Wintory, the game's composer. The company had believed that the PlayStation 3 version of Flow could be completed in four months and that it would be ready for the November 2006 launch of the PlayStation Network. However, when it was released in February 2007, it did not include "half of the original design". According to Santiago, the Sony producer assigned to the team had anticipated that they would underestimate the game's development length, and was not surprised by the delay. The game was well received; it became the most downloaded game on the PlayStation Network in 2007, and was nominated for the Best Downloadable Game of the Year award at the 2008 Academy of Interactive Arts & Sciences Interactive Achievement Awards, and for the Best Innovation award at the 2007 British Academy of Film and Television Arts (BAFTA) awards. After its release, an expansion pack and a PlayStation Portable version of the game were created by SuperVillain Studios. Thatgamecompany was not involved in the development of either project beyond ensuring that they retained the same design and art direction as the original, as they were busy creating their next title, Flower. Flower was Thatgamecompany's "first game outside the safety net of academia", according to Santiago. Six to nine people were involved at different stages of development. Chen returned to work full-time at the company prior to the game's development and served as the creative director. The game's music was composed by Vincent Diamante, who had worked with Chen and Santiago on Cloud. The game was developed for two years, but the team spent three-fourths of that time in the prototyping stage. After they decided on the game's elements, Flower was produced in only six months. Like Flow, the game was well received when it was released in February 2009, selling in the top ten PlayStation Network titles of the year and garnering several awards. After the release of Flower, Thatgamecompany moved into their own building in Los Angeles. The company's third project was Journey, which was released on March 13, 2012. It was the final game in Thatgamecompany's three-game contract with Sony and was developed by a team of fourteen. This team did not include Santiago, who, in order to concentrate on her role as the company's president, was replaced as a producer by Robin Hunicke. The game was in development for three years, despite having been expected to take one year, and the development team faced several problems in expanding the company from seven employees as they began the game to eighteen, and risked running out of money. Upon release, the game achieved both critical and commercial success. It became the fastest-selling game to date on PlayStation Store in North America and Europe. After the game was released, as the company began work on another project, several employees left for other opportunities. Santiago left the company to pursue other ventures, designer Chris Bell left to form his own studio The Willderness, and Hunicke resigned to work at Tiny Speck. Chen attributes the exodus to the end of Thatgamecompany's three-game contract, and to the fact that the company had run out of money, mandating an unpaid hiatus to all employees until the revenue from Journey came in. Once the money from Journey began to arrive, Thatgamecompany brought back several of the employees affected by the cash flow problems, and some new developers. The company, with its contract with Sony complete, raised \$5.5 million in venture capital funding, which they hope to use to develop future games for multiple platforms without influences by publishers. The team then began working on what would become Sky: Children of the Light, and as of June 2013 was made up of around 12 people, only half of whom worked on Journey. Thatgamecompany hoped to release the game on "as many platforms as possible", and to include touch controls in an innovative way in the same way their previous games included tilting the controller. On May 27, 2014, it was reported that the game had received \$7 million in funding from Capital Today and a team of other investors. While Sky was in development, Thatgamecompany re-released Flow and Flower onto both the PlayStation 4 and the PlayStation Vita, and released an updated port of Journey for the PlayStation 4. Sky, a free-to-play multiplayer adventure game, was first released on July 18, 2019. Since its release, thatgamecompany has focused on supporting it. In March 2020, Thatgamecompany announced plans to open a second studio in the San Francisco and Silicon Valley area in 2020, primarily to support Sky; these plans were cancelled due to the COVID-19 pandemic. In March 2022, it announced that it had received a \$160 million investment and had taken on Pixar co-founder Edwin Catmull as an advisor. Chen also announced that the studio was working on their fifth game, which he described as "like a theme park" and "the most ambitious game I have built". ## Philosophy When Thatgamecompany designs a game, they begin by deciding on the emotions and feelings they wish to invoke in the player. This differs from the approach of most developers, who build from game mechanics or genre features. According to Santiago, the company creates emotional responses to demonstrate the wide range of possible experiences in video games, which she believes is larger than the few—excitement and fear, for example—that are typically presented. Chen has said that the company's games are meant to evoke emotions more than a message; he specifically changed the design of Flower when early testers felt that the game promoted green energy. Chen believes that he is "too young" to make a game with a strong message, and so designs the company's products to avoid overt meanings. Santiago has said that Thatgamecompany's goal is "to create games that push the boundaries of videogames as a communicative medium, and to create games that appeal to a wide variety of people". She hopes to change the video game industry with this process, so that other companies approach video games as a "creative medium" instead of a mass product. Thatgamecompany's employees are not opposed to making action titles, and, as a break from their regular projects, have internally created "exciting" games that were well received by Sony. However, Chen believes that there is no reason for the company to commercially produce such games, as they would not be creating new ideas that justified the cost of remaining an independent studio, as opposed to working for existing game developers. Similarly, Chen does not intend for Thatgamecompany to make "big budget blockbuster games", as he believes that the financial pressure would stifle innovation. ## Games In Flow, the player navigates a series of two-dimensional planes with an aquatic microorganism that evolves by consuming other microorganisms. The game's design is based on Chen's research into dynamic difficulty adjustment at the University of Southern California, and on psychologist Mihaly Csikszentmihalyi's theoretical concept of mental immersion or flow. It was released for the PlayStation 3 on February 22, 2007. Flower was intended as a spiritual successor to Flow. Using the PlayStation 3's motion-sensitive controller, the player controls wind that blows a flower petal through the air. Flying close to flowers results in the player's petal being followed by other flower petals. Approaching flowers may also have side-effects on the game world, such as bringing vibrant color to previously dead fields or activating stationary windmills. The game features no text or dialogue, forming a narrative arc primarily through visual representation and emotional cues. It was released for the PlayStation 3 on February 12, 2009. In Journey, the player controls a robed figure who wakes up in a desert, with a large mountain in the distance as their destination. While traveling, the player can encounter other players over the Internet, one at a time. Players cannot communicate verbally, but may help each other or not as they wish. The game was released for the PlayStation 3 on March 13, 2012. Austin Wintory was nominated for a Grammy Award in 2013 for Best Score Soundtrack for Journey, the first such nomination for a full video game score, but lost to Trent Reznor and Atticus Ross for The Girl with the Dragon Tattoo. It was released on Windows in 2019. Sky: Children of the Light is Thatgamecompany's latest game, released for iOS on July 18, 2019, and on Android on April 7, 2020, is intended as a spiritual successor to all of their previous games. In Sky, the player explores a magical kingdom using a cape that gives them the ability to fly. Players play alongside millions of other players, connected via the internet. There are seven unique realms to explore, and each one is themed around a different stage of life. In addition to these realms, there is a Home that serves as a hub between the different realms. Throughout the game, the player will encounter "spirits" that give the player cosmetic and gameplay-affecting items in return for in-game currency. Sky is a free-to-play game, with cosmetic items and in-game currency available for purchase as microtransactions. Sky was chosen as Apple's iPhone Game of the Year in 2019, and reached 100 million installations in May 2021. It was released on the Nintendo Switch in 2021, and released to the PlayStation 4 on December 6, 2022.
15,941,096
Phan Xích Long
1,173,867,337
Vietnamese mystic and geomancer (1893–1916)
[ "1893 births", "1916 deaths", "20th-century mystics", "Executed Vietnamese people", "Hoa people", "People executed by the French Third Republic", "People from Ho Chi Minh City", "Vietnamese nationalists", "Vietnamese revolutionaries" ]
Phan Xích Long, also known as Hồng Long, born Phan Phát Sanh (1893–1916), was a 20th-century Vietnamese mystic and geomancer who raised an unsuccessful uprising against French rule in Cochinchina from 1913 to 1916. He attempted to exploit religion as a cover for his own political ambitions, having started his own ostensibly religious organisation. Claiming to be a descendant of Emperor Hàm Nghi, Long staged a ceremony to crown himself as the emperor of Vietnam, before trying to seize power in 1913 by launching an armed uprising against the colonial rule of French Indochina. His supporters launched an attack on Saigon in March 1913, drinking potions that purportedly made them invisible and planting bombs at several locations. The insurrection against the French colonial administration failed when none of the bombs detonated and the supposedly invisible supporters were apprehended. The French authorities imprisoned Long and many of his supporters, who openly admitted their aim of overthrowing French authorities at the trial. During the 1916 Cochinchina uprisings against French rule, many of Long's supporters attempted to break him out of jail. The French easily repelled the attack on the jail, decimating Long's movement. Following the attempted breakout, Long and his key supporters were put to death. Many of the remnants of his support base went on to join what later became the Cao Đài, a major religious sect in Vietnam. ## Early career Phan was born in 1893 in southern Vietnam as Phan Phát Sanh. His place of birth is disputed; the historians R. B. Smith and Hue-Tam Ho Tai say that he was from Cholon, the Chinese business district of Saigon, while Oscar Chapuis records Tan An as his place of birth. Sanh's father was a police officer. and it has been speculated that the family were of Chinese descent. He started as a servant in a French family, before travelling to the That Son (Seven Mountains) region in the far south of Vietnam, a region that was known as a hotbed of mysticism. There Long trained in mysticism. As a youth, Sanh travelled from Vietnam to Siam, earning his living as a fortune-teller and geomancer. In mid-1911, Sanh formed a secret society on the unverified pretense that he was a descendant of Hàm Nghi, the boy emperor of the 1880s. Led by Tôn Thất Thuyết and Phan Đình Phùng—two high-ranking mandarins—Hàm Nghi's Cần Vương movement battled against French colonisation in the decade leading up to 1895. Their objective was to expel the French authorities and establish Ham Nghi as the emperor of an independent Vietnam. This failed, and the French exiled the boy emperor to Algeria, replacing him with his brother Đồng Khánh. From then on, the French retained the monarchy of the Nguyễn dynasty, exiling any emperors who rose against colonial rule and replacing them with more cooperative relatives. Sanh also claimed descent from the Lê dynasty, which ruled Vietnam in the 15th and 16th centuries. He was a strong warrior, further presenting himself as the founder of China's Ming dynasty. At the time of Sanh's activities in the 1910s, there were two members of the Nguyễn dynasty who commanded respect among Vietnamese monarchists. The first was the boy emperor Duy Tân, who was himself deported in 1916 after staging an uprising. Duy Tan's grandfather, Emperor Dục Đức, was the adopted son of the childless Emperor Tự Đức, the last independent emperor of Vietnam. The second figure who was seen by Vietnamese as a possible leader of an independent monarchy was Prince Cường Để. Cường Để was a direct descendant of Emperor Gia Long, who had established the Nguyễn dynasty and unified Vietnam in its modern state. Cường Để was a prominent anti-colonial activist who lived in exile in Japan. Sanh's two main assistants were Nguyen Huu Tri and Nguyen Van Hiep, whom he met at Tân Châu in Châu Đốc Province (now in An Giang Province). The trio agreed to plot an uprising against the French under the cover of a religious sect. The genesis of their cooperation is unclear, but it may have started before mid-1911. Tri and Hiep were said to have been in awe when Sanh produced a golden plaque that read "heir to the throne". The men agreed that the geographical foci of their movement would be in Cholon and Tan An in Vietnam and Kampot in Cambodia. The trio decided to model their actions on an uprising that had occurred in Kampot in 1909. On that occasion, a group of Cambodians of Chinese descent had marched into the town wearing white robes, claiming to be followers of a Battambang-based Cambodian prince who would overthrow French rule and lead them to independence. After the formation of the sect, Sanh temporarily moved abroad, spending time in Siam and Cambodia. During this time, he learned sorcery and magic, supplementing his mystical training with a military education. He learned pyrotechnics for the purpose of making fireworks and bombs. ## Coronation Sanh returned to southern Vietnam, and began dressing as a Buddhist monk. He travelled through the six provinces of the Mekong Delta region. His associates Hiep and Tri found an elderly man from Cholon, and presented the senior citizen to the populace as a "living Buddha". After some local elders objected to their activities, they moved to the centre of Cholon. The old man took up residence with Sanh, and peasants and tradespeople soon began flocking to their makeshift temple, located in a house in Cholon's Thuan Kieu Street. As their temple was located in a prominent commercial area, the group began to collect more funds. The donors made offerings of gold and silver, with some individual donations being worth as much as 1,500 piastres. When the "living Buddha" unexpectedly died in February 1912, he was interred in the family shrine of a notable follower. Sanh's strategists declared that before the old man had died, he named Sanh as the rightful emperor of Vietnam. In the meantime, the old man's remains became the object of veneration, providing further cover for political plotting and fundraising when visitors came to pay their respects. After the completion of the funeral rites, Sanh and his followers staged an impromptu coronation ceremony at Battambang in October 1912. Sanh took on the name Phan Xích Long and was also known as Hồng Long, both of which mean "red dragon". Vast crowds of locals began flocking to pay homage to Long, vowing to contribute labour and finance in an effort to expel the French from Vietnam and install Long as the independent monarch. By this time, Long was claiming to have received a letter from Cuong De, which supposedly confirmed his royal descent (Duy Tân still reigned during this time). Long's followers spared no expense in decorating Long with royal accoutrements. They made a medallion inscribed "Phan Xích Long Hòang Đế" (Emperor Phan Xích Long) and a royal seal with a dragon's head with the words "Đại Minh Quốc, Phan Xích Long Hòang Đế, Thiên tử" (Greater Ming State, Emperor Phan Xích Long, Son of Heaven). The words "Đại Minh" were interpreted as either having arbitrarily been copied from local Chinese Vietnamese secret society slogans, or as a strategic ploy to invoke the names of the Ming dynasty to appeal to the Chinese who had emigrated to Vietnam after the fall of the Ming. Long's supporters produced a sword with the inscription "Tiên đả hôn quân, hậu đả loạn thần" (First strike the debauched king, next the traitorous officials) and a ring inscribed "Dân Công" (Popular Tribute). From then on, Long presented himself as the emperor and signed documents under the royal title. Long's strategy of proclaiming himself as a royal descendant or claiming to have supernatural powers in order to rally support for political ends was not new; it has been repeatedly used throughout Vietnamese history. In 1516, a man calling himself Trần Cảo rebelled against the Lê dynasty, claiming to be a descendant of the deposed Trần dynasty and a reincarnation of Indra. During the 19th century, there was a Buddhist revival and many people masqueraded as monks claiming to have supernatural powers. These false monks were frequently able to start new religious movements and secret societies based on millenarianism. Quickly gathering large numbers of disciples, they staged rebellions against Vietnamese imperial and French colonial armies alike. However, these uprisings were typically incoherent and caused minimal disruption to the ruling authorities. On the other hand, the French were often troubled by resistance movements in southern Vietnam that were led by more conventionally motivated nationalist militants, such as the guerrilla outfits of Trương Định and Nguyễn Trung Trực. ## Military buildup During the time he spent in Battambang for the coronation, Long organised the construction of a pagoda in the town, and in December, he unsuccessfully applied for a land concession. After the coronation, Long was taken to the Thất Sơn region in Châu Đốc, in the far south of the Mekong Delta. There the peasants built a temple for him. They used a small restaurant in a nearby village as a reception centre for the temple, as the temple was increasingly used as a military base, where fighters, weaponry and munitions were being assembled for an uprising. In the village of Tan Thanh, a local leader recruited his peasants for Long's revolt. The village chieftain predicted that a new Vietnamese monarch would descend from the sky at Cholon in March 1913, and that only the royalists would survive this miracle. Such proclamations were repeated across southern Vietnam and in Cambodia, and notices were posted in Saigon, Phnom Penh, the road between the cities, and in many community venues in rural communities. Long's supporters presented them in the form of a royal edict on wooden blocks, declaring their intention to attack French military installations. They called on the people to rise up and topple French rule and said that supernatural forces would aid the independence fighters, saying that an unnamed monk would arrive from the mountains to lead them. At the time, southern Vietnam was beset by heavy corvée labour demands, especially with large-scale roadworks in progress. This meant that the peasants had less time to tend to their farmland, and revolts and strikes had been common. The simmering discontent is seen as a reason for Long's ability to gather such levels of support in a short time. Long's supporters called on merchants to flee and convert their colonial bank notes into solid copper cash. Word of the planned revolt spread quickly, leading to a substantial depreciation in the currency. Long took the lead in preparing the explosives, telling his followers that his experience as a fortuneteller, mystic and natural healer made him an expert. The bombs were made from cannon shot, carbon, sulphur and saltpeter, which were then wrapped together. ## Failed uprising On 22 March, the French arrested Long in the coastal town of Phan Thiết, some 160 kilometres to the east of Saigon. His activities and proclamations had attracted the attention of French colonial officials, and just days before, the Resident of Kampot visited the Battambang temple and spotted the collection of white robes, which were similarly styled to the uniforms worn during the 1909 uprising. However, Long's disciples were unaware that he had been arrested and continued with their plot. After nightfall on 23 March, the bombs were taken into Saigon and placed at strategic points, with proclamation notices being erected in close proximity. None of the bombs successfully detonated. One source says that the bombs failed because the French authorities had defused all of them after uncovering the conspiracy. On 28 March, the second phase of the operation started when several hundred rebels marched into Saigon dressed all in white, armed with only sticks and spears. Before the march, they had ingested potions that purportedly made them invisible. However, the French military were able to capture more than 80 of the supposedly invisible rebels during demonstrations against French rule. The police raided the homes of several people who were known to be involved with Long's plot, resulting in more arrests. They captured most of Long's main supporters, rendering the organisation impotent. However, Tri managed to escape. ## Trial and imprisonment Those involved were taken before a tribunal in November 1913, where the leaders freely stated their intentions of overthrowing the French colonial regime. Of the 111 people arrested, the tribunal convicted 104, of whom 63 received prison sentences. During the trial, some community leaders wrote to the governor-general of Indochina, blaming French oppression of the populace through corvee labour and the confiscation of land, for the discontent that led to the uprising. The prosecutor also criticised the way in which colonial authorities operated. Antoine Georges Amédée Ernest Outrey, the French governor of Cochinchina, the southern region of Vietnam, was known for his support of colonial enterprise and rigid rule of the colony. He was unmoved by claims that the uprising had been fuelled by a sense of injustice. He said > Individually, the leaders of the movement have no personal motive to invoke in order to justify their xenophobic sentiments. Some of them are men who have remained imbued with the ancient order of things predating French conquest and who have adamantly remained within the tradition and ideas of the past; others are fanatics, who are persuaded that they are devoted to a noble cause. The governor went on to excoriate the French press for their criticism of colonial policy, claiming that they boosted the morale of anti-colonial activists. The prosecutor thought that Long's movement was affiliated with the Việt Nam Quang Phục Hội (VNQPH), an exiled monarchist organisation led by the leading anti-colonial activist Phan Bội Châu, and Cường Để. The suspicion was based on the fact that the VNQPH had printed their own currency and circulated them into Vietnam at the same time that Long's monetary policy had led to a depreciation of the official currency. Cường Để had also secretly re-entered southern Vietnam and had been travelling through the countryside when Long's uprising was launched in March. The prosecutor claimed that activists from northern and central Vietnam, the main source of the VNQPH's followers, were behind the plot. The defendants denied this, asserting that most of the participants were "illiterate peasants", while the VNQPH were dominated by members of the scholar-gentry. The French intended to deport Long to French Guiana, but the outbreak of World War I in 1914 interrupted their plans. As a result, Long remained in Saigon Central Prison, serving his life sentence with hard labour. The French were unaware that Long was still in contact with his supporters. The uprising also led the French to initiate widespread crackdowns and surveillance of secret societies, resulting in more than 1500 suspects. ## 1906 uprising, attempted jailbreak and execution Over time, resentment against French rule rose again, due to World War I. The colonial authorities had forced each village to send a quota of men to serve on the Western Front. In Vietnam, rumours circulated that France was close to defeat. Believing that the colonial hold had been weakened by the strain of war in Europe, Vietnamese nationalists were buoyed. In February 1916, uprisings broke out in southern Vietnam, with rebels demanding the restoration of an independent monarchy. One of their many objectives was to secure Long's release by breaking down Saigon prison, and this was the most noted incident during the tumult. Attacks on prisons were not uncommon in French Indochina, as rebels often viewed the prisoners as a source of reinforcements. Georges Coulet, regarded as French Indochina's leading scholar on anti-French religious movements, said that "The attack on Saigon Central Prison was not simply an attempt to release the pseudo-emperor, Phan Xich Long, but was intended to deliver all prisoners". Before daybreak on 15 February 1916, between 100 and 300 Vietnamese wearing white headbands, white trousers and black tops, armed with sticks, farm implements and knives, sailed along the Arroyo Chinoise waterway and disembarked near the centre of Saigon. They had pretended to be working the transport industry, delivering fruit, vegetables and building materials. The plan was that this advance party would give signals to a larger party of rebels, who were waiting on the outskirts of Saigon with the majority of the weapons, to move into the city for the main part of the uprising. The advance party then attempted to proceed to the Central Prison to forcibly release Long, shouting "Let's free big Brother [Long]". Long had provided his followers with a detailed strategy from his prison cell, and the attack was led by a Cholon gang leader named Nguyen Van Truoc (also known as Tu Mat) with Tri's assistance. Truoc was the leader of a powerful underworld gang that was linked to the Heaven and Earth Society. The French had anticipated the trouble, and police, whose presence had been increased along the waterways, arrived quickly, dispersing Long's followers with ease. Although some of the disciples reached the prison, none managed to breach its defenses. Ten of Long's men were killed, whereas only one sentry perished. The French arrested 65 rebels on the spot, including Tri. Of these, 38 were sentenced to death. Long was sentenced to death for his participation in the uprising, and he was executed on 22 February 1916. The French governor-general of Indochina wrote to the French minister of colonies, describing the incident as "a serious attempt to put in execution a vast plot that has been prepared carefully and for a long time by a secret society which grouped together with professional bandits all the enemies of our domination". The colonial authorities commissioned the publication of poems, which praised French rule and warned the populace against insurrections. Similar events occurred across southern Vietnam, and in one case in Bến Tre, another self-proclaimed mystic launched an uprising that was similar to Long's 1913 effort. In all, riots or uprisings broke out in 13 of the 20 provinces of Cochinchina. The French declared a state of emergency and continued their crackdown against Long's followers and other rebels, making a further 1,660 arrests, which resulted in 261 incarcerations. Within a month, the French had passed laws to restrict travel between Vietnam and Cambodia of people who claimed to be monks, believing that many of them were disguised nationalists. ## Aftermath and legacy The damage inflicted on Long's organisation led many of his followers to disperse and join a group that has now developed into the Cao Đài politico-religious sect based in Tây Ninh. Nevertheless, Long's uprising was significant because of its abnormal roots. It was the first uprising led by a self-styled religious leader whose support base came about due to man-made discontent. Prior to Long, peasant uprisings with religious themes had always been preceded by floods, outbreaks of disease, famine, crop failure or other natural phenomena, as sections of the rural populace attributed such disasters to the wrath of the heavens and sought help from leaders who purported to have supernatural powers. Long's demise did not end the sequence of self-proclaimed mystics who raised armies and engaged in politics. During the interwar period, a sorcerer named Chem Keo claimed to be Long's reincarnation. During World War II, Huỳnh Phú Sổ claimed to be a living Buddha and quickly gathered more than a million supporters. He raised a large peasant army and battled both the French and the communist Viet Minh independence movement, before being killed by the latter. In another case in 1939, a Taoist attempted to demonstrate that he was immune to French bullets. Furthermore, in the years immediately after World War II, the Cao Đài's numbers swelled to 1.5 million. Phan Xich Long is a quickly developing street at the junction of Districts 1, Binh Thanh, and Phu Nhuan.
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Rings of Jupiter
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Rings of the planet Jupiter
[ "Astronomical objects discovered in 1979", "Jupiter", "Planetary rings" ]
The planet Jupiter has a system of faint planetary rings. The Jovian rings were the third ring system to be discovered in the Solar System, after those of Saturn and Uranus. The main ring was discovered in 1979 by the Voyager 1 space probe and the system was more thoroughly investigated in the 1990s by the Galileo orbiter. The main ring has also been observed by the Hubble Space Telescope and from Earth for several years. Ground-based observation of the rings requires the largest available telescopes. The Jovian ring system is faint and consists mainly of dust. It has four main components: a thick inner torus of particles known as the "halo ring"; a relatively bright, exceptionally thin "main ring"; and two wide, thick and faint outer "gossamer rings", named for the moons of whose material they are composed: Amalthea and Thebe. The main and halo rings consist of dust ejected from the moons Metis, Adrastea and perhaps smaller, unobserved bodies as the result of high-velocity impacts. High-resolution images obtained in February and March 2007 by the New Horizons spacecraft revealed a rich fine structure in the main ring. In visible and near-infrared light, the rings have a reddish color, except the halo ring, which is neutral or blue in color. The size of the dust in the rings varies, but the cross-sectional area is greatest for nonspherical particles of radius about 15 μm in all rings except the halo. The halo ring is probably dominated by submicrometre dust. The total mass of the ring system (including unresolved parent bodies) is poorly constrained, but is probably in the range of 10<sup>11</sup> to 10<sup>16</sup> kg. The age of the ring system is also not known, but it is possible that it has existed since the formation of Jupiter. A ring or ring arc appears to exist close to the moon Himalia's orbit. One explanation is that a small moon recently crashed into Himalia and the force of the impact ejected the material that forms the ring. ## Discovery and structure Jupiter's ring system was the third to be discovered in the Solar System, after those of Saturn and Uranus. It was first observed on 4 March 1979 by the Voyager 1 space probe. It is composed of four main components: a thick inner torus of particles known as the "halo ring"; a relatively bright, exceptionally thin "main ring"; and two wide, thick and faint outer "gossamer rings", named after the moons of whose material they are composed: Amalthea and Thebe. The principal attributes of the known Jovian Rings are listed in the table. In 2022, dynamical simulations suggested that the reltive meagreness of Jupiter's ring system, compared to that of the smaller Saturn, is due to destabilising resonances created by the Galilean satellites. ## Main ring ### Appearance and structure The narrow and relatively thin main ring is the brightest part of Jupiter's ring system. Its outer edge is located at a radius of about 129,000 km (; = equatorial radius of Jupiter or 71,398 km) and coincides with the orbit of Jupiter's smallest inner satellite, Adrastea. Its inner edge is not marked by any satellite and is located at about 122,500 km (). Thus the width of the main ring is around 6,500 km. The appearance of the main ring depends on the viewing geometry. In forward-scattered light the brightness of the main ring begins to decrease steeply at 128,600 km (just inward of the Adrastean orbit) and reaches the background level at 129,300 km—just outward of the Adrastean orbit. Therefore, Adrastea at 129,000 km clearly shepherds the ring. The brightness continues to increase in the direction of Jupiter and has a maximum near the ring's center at 126,000 km, although there is a pronounced gap (notch) near the Metidian orbit at 128,000 km. The inner boundary of the main ring, in contrast, appears to fade off slowly from 124,000 to 120,000 km, merging into the halo ring. In forward-scattered light all Jovian rings are especially bright. In back-scattered light the situation is different. The outer boundary of the main ring, located at 129,100 km, or slightly beyond the orbit of Adrastea, is very steep. The orbit of the moon is marked by a gap in the ring so there is a thin ringlet just outside its orbit. There is another ringlet just inside Adrastean orbit followed by a gap of unknown origin located at about 128,500 km. The third ringlet is found inward of the central gap, outside the orbit of Metis. The ring's brightness drops sharply just outward of the Metidian orbit, forming the Metis notch. Inward of the orbit of Metis, the brightness of the ring rises much less than in forward-scattered light. So in the back-scattered geometry the main ring appears to consist of two different parts: a narrow outer part extending from 128,000 to 129,000 km, which itself includes three narrow ringlets separated by notches, and a fainter inner part from 122,500 to 128,000 km, which lacks any visible structure like in the forward-scattering geometry. The Metis notch serves as their boundary. The fine structure of the main ring was discovered in data from the Galileo orbiter and is clearly visible in back-scattered images obtained from New Horizons in February–March 2007. The early observations by Hubble Space Telescope (HST), Keck and the Cassini spacecraft failed to detect it, probably due to insufficient spatial resolution. However the fine structure was observed by the Keck telescope using adaptive optics in 2002–2003. Observed in back-scattered light the main ring appears to be razor thin, extending in the vertical direction no more than 30 km. In the side scatter geometry the ring thickness is 80–160 km, increasing somewhat in the direction of Jupiter. The ring appears to be much thicker in the forward-scattered light—about 300 km. One of the discoveries of the Galileo orbiter was the bloom of the main ring—a faint, relatively thick (about 600 km) cloud of material which surrounds its inner part. The bloom grows in thickness towards the inner boundary of the main ring, where it transitions into the halo. Detailed analysis of the Galileo images revealed longitudinal variations of the main ring's brightness unconnected with the viewing geometry. The Galileo images also showed some patchiness in the ring on the scales 500–1000 km. In February–March 2007 New Horizons spacecraft conducted a deep search for new small moons inside the main ring. While no satellites larger than 0.5 km were found, the cameras of the spacecraft detected seven small clumps of ring particles. They orbit just inside the orbit of Adrastea inside a dense ringlet. The conclusion, that they are clumps and not small moons, is based on their azimuthally extended appearance. They subtend 0.1–0.3° along the ring, which correspond to 1,000–3,000 km. The clumps are divided into two groups of five and two members, respectively. The nature of the clumps is not clear, but their orbits are close to 115:116 and 114:115 resonances with Metis. They may be wavelike structures excited by this interaction. ### Spectra and particle size distribution Spectra of the main ring obtained by the HST, Keck, Galileo and Cassini have shown that particles forming it are red, i.e. their albedo is higher at longer wavelengths. The existing spectra span the range 0.5–2.5 μm. No spectral features have been found so far which can be attributed to particular chemical compounds, although the Cassini observations yielded evidence for absorption bands near 0.8 μm and 2.2 μm. The spectra of the main ring are very similar to Adrastea and Amalthea. The properties of the main ring can be explained by the hypothesis that it contains significant amounts of dust with 0.1–10 μm particle sizes. This explains the stronger forward-scattering of light as compared to back-scattering. However, larger bodies are required to explain the strong back-scattering and fine structure in the bright outer part of the main ring. Analysis of available phase and spectral data leads to a conclusion that the size distribution of small particles in the main ring obeys a power law $n(r)=A\times r^{-q}$ where n(r) dr is a number of particles with radii between r and r + dr and $A$ is a normalizing parameter chosen to match the known total light flux from the ring. The parameter q is 2.0 ± 0.2 for particles with r \< 15 ± 0.3 μm and q = 5 ± 1 for those with r \> 15 ± 0.3 μm. The distribution of large bodies in the mm–km size range is undetermined presently. The light scattering in this model is dominated by particles with r around 15 μm. The power law mentioned above allows estimation of the optical depth $\scriptstyle\tau$ of the main ring: $\scriptstyle\tau_l\,=\,4.7\times 10^{-6}$ for the large bodies and $\scriptstyle \tau_s = 1.3\times 10^{-6}$ for the dust. This optical depth means that the total cross section of all particles inside the ring is about 5000 km2. The particles in the main ring are expected to have aspherical shapes. The total mass of the dust is estimated to be 10<sup>7</sup>−10<sup>9</sup> kg. The mass of large bodies, excluding Metis and Adrastea, is 10<sup>11</sup>−10<sup>16</sup> kg. It depends on their maximum size— the upper value corresponds to about 1 km maximum diameter. These masses can be compared with masses of Adrastea, which is about 2 kg, Amalthea, about 2 kg, and Earth's Moon, 7.4 kg. The presence of two populations of particles in the main ring explains why its appearance depends on the viewing geometry. The dust scatters light preferably in the forward direction and forms a relatively thick homogenous ring bounded by the orbit of Adrastea. In contrast, large particles, which scatter in the back direction, are confined in a number of ringlets between the Metidian and Adrastean orbits. ### Origin and age The dust is constantly being removed from the main ring by a combination of Poynting–Robertson drag and electromagnetic forces from the Jovian magnetosphere. Volatile materials such as ices, for example, evaporate quickly. The lifetime of dust particles in the ring is from 100 to 1,000 years, so the dust must be continuously replenished in the collisions between large bodies with sizes from 1 cm to 0.5 km and between the same large bodies and high velocity particles coming from outside the Jovian system. This parent body population is confined to the narrow—about 1,000 km—and bright outer part of the main ring, and includes Metis and Adrastea. The largest parent bodies must be less than 0.5 km in size. The upper limit on their size was obtained by New Horizons spacecraft. The previous upper limit, obtained from HST and Cassini observations, was near 4 km. The dust produced in collisions retains approximately the same orbital elements as the parent bodies and slowly spirals in the direction of Jupiter forming the faint (in back-scattered light) innermost part of the main ring and halo ring. The age of the main ring is currently unknown, but it may be the last remnant of a past population of small bodies near Jupiter. ### Vertical corrugations Images from the Galileo and New Horizons space probes show the presence of two sets of spiraling vertical corrugations in the main ring. These waves became more tightly wound over time at the rate expected for differential nodal regression in Jupiter's gravity field. Extrapolating backwards, the more prominent of the two sets of waves appears to have been excited in 1995, around the time of the impact of Comet Shoemaker-Levy 9 with Jupiter, while the smaller set appears to date to the first half of 1990. Galileo'''s November 1996 observations are consistent with wavelengths of 1920 ± 150 and 630 ± 20 km, and vertical amplitudes of 2.4 ± 0.7 and 0.6 ± 0.2 km, for the larger and smaller sets of waves, respectively. The formation of the larger set of waves can be explained if the ring was impacted by a cloud of particles released by the comet with a total mass on the order of 2–5 × 10<sup>12</sup> kg, which would have tilted the ring out of the equatorial plane by 2 km. A similar spiraling wave pattern that tightens over time has been observed by Cassini in Saturns's C and D rings. ## Halo ring ### Appearance and structure The halo ring is the innermost and the vertically thickest Jovian ring. Its outer edge coincides with the inner boundary of the main ring approximately at the radius 122500 km (). From this radius the ring becomes rapidly thicker towards Jupiter. The true vertical extent of the halo is not known but the presence of its material was detected as high as 10000 km over the ring plane. The inner boundary of the halo is relatively sharp and located at the radius 100000 km (), but some material is present further inward to approximately 92000 km. Thus the width of the halo ring is about 30000 km. Its shape resembles a thick torus without clear internal structure. In contrast to the main ring, the halo's appearance depends only slightly on the viewing geometry. The halo ring appears brightest in forward-scattered light, in which it was extensively imaged by Galileo. While its surface brightness is much less than that of the main ring, its vertically (perpendicular to the ring plane) integrated photon flux is comparable due to its much larger thickness. Despite a claimed vertical extent of more than 20000 km, the halo's brightness is strongly concentrated towards the ring plane and follows a power law of the form z<sup>−0.6</sup> to z<sup>−1.5</sup>, where z is altitude over the ring plane. The halo's appearance in the back-scattered light, as observed by Keck and HST, is the same. However its total photon flux is several times lower than that of the main ring and is more strongly concentrated near the ring plane than in the forward-scattered light. The spectral properties of the halo ring are different from the main ring. The flux distribution in the range 0.5–2.5 μm is flatter than in the main ring; the halo is not red and may even be blue. ### Origin of the halo ring The optical properties of the halo ring can be explained by the hypothesis that it comprises only dust with particle sizes less than 15 μm. Parts of the halo located far from the ring plane may consist of submicrometre dust. This dusty composition explains the much stronger forward-scattering, bluer colors and lack of visible structure in the halo. The dust probably originates in the main ring, a claim supported by the fact that the halo's optical depth $\scriptstyle\tau_s\,\sim\,10^{-6}$ is comparable with that of the dust in the main ring. The large thickness of the halo can be attributed to the excitation of orbital inclinations and eccentricities of dust particles by the electromagnetic forces in the Jovian magnetosphere. The outer boundary of the halo ring coincides with location of a strong 3:2 Lorentz resonance. As Poynting–Robertson drag causes particles to slowly drift towards Jupiter, their orbital inclinations are excited while passing through it. The bloom of the main ring may be a beginning of the halo. The halo ring's inner boundary is not far from the strongest 2:1 Lorentz resonance. In this resonance the excitation is probably very significant, forcing particles to plunge into the Jovian atmosphere thus defining a sharp inner boundary. Being derived from the main ring, the halo has the same age. ## Gossamer rings ### Amalthea gossamer ring The Amalthea gossamer ring is a very faint structure with a rectangular cross section, stretching from the orbit of Amalthea at 182000 km (2.54 RJ) to about 129000 km (). Its inner boundary is not clearly defined because of the presence of the much brighter main ring and halo. The thickness of the ring is approximately 2300 km near the orbit of Amalthea and slightly decreases in the direction of Jupiter. The Amalthea gossamer ring is actually the brightest near its top and bottom edges and becomes gradually brighter towards Jupiter; one of the edges is often brighter than another. The outer boundary of the ring is relatively steep; the ring's brightness drops abruptly just inward of the orbit of Amalthea, although it may have a small extension beyond the orbit of the satellite ending near 4:3 resonance with Thebe. In forward-scattered light the ring appears to be about 30 times fainter than the main ring. In back-scattered light it has been detected only by the Keck telescope and the ACS (Advanced Camera for Surveys) on HST. Back-scattering images show additional structure in the ring: a peak in the brightness just inside the Amalthean orbit and confined to the top or bottom edge of the ring. In 2002–2003 Galileo spacecraft had two passes through the gossamer rings. During them its dust counter detected dust particles in the size range 0.2–5 μm. In addition, the Galileo spacecraft's star scanner detected small, discrete bodies (\< 1 km) near Amalthea. These may represent collisional debris generated from impacts with this satellite. The detection of the Amalthea gossamer ring from the ground, in Galileo images and the direct dust measurements have allowed the determination of the particle size distribution, which appears to follow the same power law as the dust in the main ring with q=2 ± 0.5. The optical depth of this ring is about 10<sup>−7</sup>, which is an order of magnitude lower than that of the main ring, but the total mass of the dust (10<sup>7</sup>–10<sup>9</sup> kg) is comparable. ### Thebe gossamer ring The Thebe gossamer ring is the faintest Jovian ring. It appears as a very faint structure with a rectangular cross section, stretching from the Thebean orbit at 226000 km () to about 129000 km (;). Its inner boundary is not clearly defined because of the presence of the much brighter main ring and halo. The thickness of the ring is approximately 8400 km near the orbit of Thebe and slightly decreases in the direction of the planet. The Thebe gossamer ring is brightest near its top and bottom edges and gradually becomes brighter towards Jupiter—much like the Amalthea ring. The outer boundary of the ring is not especially steep, stretching over 15000 km. There is a barely visible continuation of the ring beyond the orbit of Thebe, extending up to 280000 km () and called the Thebe Extension. In forward-scattered light the ring appears to be about 3 times fainter than the Amalthea gossamer ring. In back-scattered light it has been detected only by the Keck telescope. Back-scattering images show a peak of brightness just inside the orbit of Thebe. In 2002–2003 the dust counter of the Galileo spacecraft detected dust particles in the size range 0.2–5 μm—similar to those in the Amalthea ring—and confirmed the results obtained from imaging. The optical depth of the Thebe gossamer ring is about 3, which is three times lower than the Amalthea gossamer ring, but the total mass of the dust is the same—about 10<sup>7</sup>–10<sup>9</sup> kg. However the particle size distribution of the dust is somewhat shallower than in the Amalthea ring. It follows a power law with q \< 2. In the Thebe extension the parameter q may be even smaller. ### Origin of the gossamer rings The dust in the gossamer rings originates in essentially the same way as that in the main ring and halo. Its sources are the inner Jovian moons Amalthea and Thebe respectively. High velocity impacts by projectiles coming from outside the Jovian system eject dust particles from their surfaces. These particles initially retain the same orbits as their moons but then gradually spiral inward by Poynting–Robertson drag. The thickness of the gossamer rings is determined by vertical excursions of the moons due to their nonzero orbital inclinations. This hypothesis naturally explains almost all observable properties of the rings: rectangular cross-section, decrease of thickness in the direction of Jupiter and brightening of the top and bottom edges of the rings. However some properties have so far gone unexplained, like the Thebe Extension, which may be due to unseen bodies outside Thebe's orbit, and structures visible in the back-scattered light. One possible explanation of the Thebe Extension is influence of the electromagnetic forces from the Jovian magnetosphere. When the dust enters the shadow behind Jupiter, it loses its electrical charge fairly quickly. Since the small dust particles partially corotate with the planet, they will move outward during the shadow pass creating an outward extension of the Thebe gossamer ring. The same forces can explain a dip in the particle distribution and ring's brightness, which occurs between the orbits of Amalthea and Thebe. The peak in the brightness just inside of the Amalthea's orbit and, therefore, the vertical asymmetry the Amalthea gossamer ring may be due to the dust particles trapped at the leading (L<sub>4</sub>) and trailing (L<sub>5</sub>) Lagrange points of this moon. The particles may also follow horseshoe orbits between the Lagrangian points. The dust may be present at the leading and trailing Lagrange points of Thebe as well. This discovery implies that there are two particle populations in the gossamer rings: one slowly drifts in the direction of Jupiter as described above, while another remains near a source moon trapped in 1:1 resonance with it. ## Himalia ring In September 2006, as NASA's New Horizons mission to Pluto approached Jupiter for a gravity assist, it photographed what appeared to be a faint, previously unknown planetary ring or ring arc, parallel with and slightly inside the orbit of the irregular satellite Himalia. The amount of material in the part of the ring or arc imaged by New Horizons was at least 0.04 km<sup>3</sup>, assuming it had the same albedo as Himalia. If the ring (arc) is debris from Himalia, it must have formed quite recently, given the century-scale precession of the Himalian orbit. It is possible that the ring could be debris from the impact of a very small undiscovered moon into Himalia, suggesting that Jupiter might continue to gain and lose small moons through collisions. ## Exploration The existence of the Jovian rings was inferred from observations of the planetary radiation belts by Pioneer 11 spacecraft in 1975. In 1979 the Voyager 1 spacecraft obtained a single overexposed image of the ring system. More extensive imaging was conducted by Voyager 2 in the same year, which allowed rough determination of the ring's structure. The superior quality of the images obtained by the Galileo orbiter between 1995 and 2003 greatly extended the existing knowledge about the Jovian rings. Ground-based observation of the rings by the Keck telescope in 1997 and 2002 and the HST in 1999 revealed the rich structure visible in back-scattered light. Images transmitted by the New Horizons spacecraft in February–March 2007 allowed observation of the fine structure in the main ring for the first time. In 2000, the Cassini'' spacecraft en route to Saturn conducted extensive observations of the Jovian ring system. Future missions to the Jovian system will provide additional information about the rings. ## Gallery ## See also - Moons of Jupiter
2,465,992
Irish nationality law
1,171,804,672
History and regulations of Irish citizenship
[ "Ireland and the Commonwealth of Nations", "Ireland and the European Union", "Irish nationality law", "Irish-American history" ]
The primary law governing nationality of the Republic of Ireland is the Irish Nationality and Citizenship Act, 1956, which came into force on 17 July 1956; the law has been amended a number of times since. Ireland is a member state of the European Union (EU) and all Irish nationals are EU citizens. They are entitled to free movement rights in EU and European Free Trade Association (EFTA) countries and may vote in elections to the European Parliament. All persons born in the Republic before 1 January 2005 are automatically citizens by birth regardless of the nationalities of their parents. Individuals born in the country since that date receive Irish citizenship at birth if at least one of their parents is an Irish citizen or entitled to be one, a British citizen, a resident with no time limit of stay in either the Republic or Northern Ireland, or a resident who has been domiciled on the island of Ireland for at least three of the preceding four years. Persons born in Northern Ireland are usually entitled to – but not automatically granted – Irish citizenship, largely under the same terms. Foreign nationals may become Irish citizens by naturalisation after meeting a minimum residence requirement, usually five years. The president of Ireland may also grant honorary citizenship, which entails the same rights and duties as normal citizenship, although this is rare. Ireland as a whole was previously part of the United Kingdom and during this time Irish nationals were British subjects. Although 26 of the 32 Irish counties gained independence in 1922 and Irish citizens no longer hold British nationality, they continue to have favoured status when residing in the United Kingdom; they are considered to have automatic and permanent permission to live in the UK, and are eligible to vote in UK elections and stand for public office there. ## Terminology The distinction between the meaning of the terms citizenship and nationality is not always clear in the English language and differs by country. Generally, nationality refers to a person's legal belonging to a sovereign state and is the common term used in international treaties when addressing members of a country, while citizenship usually means the set of rights and duties a person has in that nation. This distinction is clearly defined in non-English speaking countries but not in the Anglosphere. In the modern Irish context, there is little distinction between the two terms and they are used interchangeably. ## History ### Pre-independence context Since the Anglo-Norman invasion of Ireland in the late 12th century, England has been politically and militarily involved on the island. English control was tenuous until the Tudor conquest in the 16th century, during which the entire island was assimilated into the Kingdom of Ireland. After passage of the Acts of Union 1800, Ireland was merged with the Kingdom of Great Britain to form the United Kingdom of Great Britain and Ireland. Accordingly, British nationality law applied in Ireland. Any person born in Ireland, as a constituent part of the United Kingdom, or anywhere else within Crown dominions was a natural-born British subject. British nationality law during this time was uncodified and did not have a standard set of regulations, relying instead on past precedent and common law. Until the mid-19th century, it was unclear whether rules for naturalisation in the United Kingdom were applicable elsewhere in the British Empire. Colonies had wide discretion in developing their own procedures and requirements for naturalisation up to that point. In 1847, the British Parliament formalised a clear distinction between subjects who naturalised in the UK and those who did so in other territories. Individuals who naturalised in the UK were deemed to have received the status by imperial naturalisation, which was valid throughout the Empire. Those naturalising in colonies were said to have gone through local naturalisation and were given subject status valid only within the relevant territory; a subject who locally naturalised in Canada was a British subject there, but not in the UK or New Zealand. When travelling outside of the Empire, British subjects who were locally naturalised in a colony were still entitled to imperial protection. The British Parliament brought regulations for British subject status into codified statute law for the first time with passage of the British Nationality and Status of Aliens Act 1914. British subject status was standardised as a common nationality across the Empire. Dominions that adopted Part II of this Act as part of local legislation were authorised to grant subject status to aliens by imperial naturalisation. ### Partition and lingering imperial ties Resistance to the Union and desire for local self-governance led to the Irish War of Independence. Following the war, the island of Ireland was partitioned into two parts. Southern Ireland became the Irish Free State in 1922, while Northern Ireland remains part of the United Kingdom. When the Constitution of the Irish Free State came into force on 6 December 1922, any individual domiciled in Ireland automatically became an Irish citizen if they were born in Ireland, born to at least one parent who was born in Ireland, or living in Ireland for at least seven years prior to independence. Any person who already held citizenship of another country could choose not to accept Irish citizenship. Under the terms of the Anglo-Irish Treaty, Northern Ireland was included in the Irish Free State on independence, but had the right to opt out of the new state within one month of its establishment. This option was exercised on 7 December 1922. The 24-hour period in which Northern Ireland was officially part of the Irish Free State meant that every person ordinarily resident in Northern Ireland on 6 December who fulfilled the citizenship provisions in the Constitution had automatically become an Irish citizen on that date. At its inception, the Irish Free State gained independence as a Dominion within the British Empire. Imperial legislation at the time dictated that although individual Dominions could define a citizenship for their own citizens, that citizenship would only be effective within the local Dominion's borders. A Canadian, New Zealand, or Irish citizen who travelled outside of their own country would have been regarded as a British subject. This was reinforced by Article 3 of the 1922 Constitution, which stated that Irish citizenship could be exercised "within the limits of the jurisdiction of the Irish Free State". From the British government's perspective, any person born in Ireland remained bound by allegiance to the monarch. When Free State authorities were first preparing to issue Irish passports in 1923, the British government insisted on the inclusion of some type of wording that described the holders of these passports as "British subjects". The two sides could not reach agreement on this issue and when the Irish government began issuing passports in 1924, British authorities refused to accept these documents. British consular staff were instructed to confiscate any Irish passports that did not include the term "British subject" and replace them with British passports. This situation continued until 1930, when Irish passports were amended to describe its holders as "one of His Majesty's subjects of the Irish Free State". Despite these disagreements, the two governments agreed not to establish border controls between their jurisdictions and all Irish citizens and British subjects continued to have the ability to move freely within the Common Travel Area. #### Delayed citizenship legislation Although the Constitution provided a definition for who acquired citizenship at the time of independence, it contained no detail on how to acquire it after 1922. This created a number of anomalous situations, including the inability to naturalise foreigners resident in Ireland and foreign spouses of Irish citizens being unable to acquire citizenship. By the end of the First World War, the other Dominions had exercised increasing levels of autonomy in managing their own affairs and each by then had developed a distinct national identity. Britain formally recognised this at the 1926 Imperial Conference, jointly issuing the Balfour Declaration with all the Dominion heads of government, which stated that the United Kingdom and Dominions were autonomous and equal to each other within the British Commonwealth of Nations. Full legislative independence was granted to the Dominions with passage of the Statute of Westminster 1931. Legislation clarifying Irish citizenship acquisition was delayed due to the government's desire to negotiate an exception in British subject status with the rest of the Commonwealth. Ultimately, no compromise on the issue was reached but Ireland did not pass its own nationality legislation until after passage of the Statute of Westminster 1931. The Irish Nationality and Citizenship Act enacted by the Oireachtas in 1935 provided a full framework detailing requirements for obtaining citizenship. Under the 1935 Act, any individual born in the Irish Free State on or after 6 December 1922, or overseas to an Irish father who himself was born in the state, was a natural-born citizen. Children born abroad to an Irish father who himself was not born within the Free State were required to have had their birth registered within two years. Northern Ireland was treated as outside of the Free State for the purposes of this Act. Any person born in Ireland before 6 December 1922 who did not automatically acquire citizenship under the Constitution due to their residence abroad on that date could acquire citizenship by becoming domiciled in the Free State, along with their children. Irish-born individuals continuing to live overseas became eligible to acquire Irish citizenship by registration, provided that they had not voluntarily naturalised as citizens of another country. Foreign nationals who resided in the Free State for at least five years could apply for naturalisation. Irish citizens older than age 21 who acquired foreign citizenship automatically lost Irish citizenship, and any Irish child who was registered in the Foreign Births Register was required after reaching age 21 to make a declaration of their intention to retain Irish citizenship and stating that they had renounced all other nationalities. #### Conflicting definition for "Irish national" In the 1930s, the Irish parliament enacted several pieces of legislation that restricted certain types of economic activity to "Irish nationals". Under the Control of Manufactures Act 1932, Irish companies were required to be majority-owned by Irish nationals, which the Act defined as someone born within the borders of the Free State or who had been domiciled there for at least five years before 1932. This definition was at variance both from to the definition within the Irish Free State constititon and the Irish Nationality and Citizenship Act 1935. Significant portions of the Northern Irish population became treated as foreigners in commerce as a consequence of these provisions. This statutory definition differed based on the type of business that a particular Act was regulating. For agriculture and banking, a person born overseas must have been resident in the Free State for at least five years before 1933 to qualify as an Irish national. However, when determining the amount of stamp duty to be levied on property transactions, an Irish national was someone who had lived in the state for three years before 1947. These separate definitions for "Irish national" were repealed after legislative reform in 1956. #### Common code noncompliance Standard regulations in Commonwealth countries at the time strictly complied with the doctrine of coverture, where a woman's consent to marry a foreigner was also assumed to be intent to denaturalise. Women's rights groups throughout the Empire pressured the imperial government to amend nationality regulations that tied a married woman's status to that of her husband. Because the British government could no longer enforce legislative supremacy over the Dominions after 1931 and wanted to maintain a strong constitutional link to them through the common nationality code, it was unwilling to make major changes without unanimous agreement among the Dominions on this issue, which it did not have. The 1935 Irish legislation stated that marriage between an Irish citizen and foreign spouse did not affect the national status of either spouse, eroding imperial legal uniformity in this regard. New Zealand and Australia also amended their laws in 1935 and 1936 to allow women denaturalised by marriage to retain their rights as British subjects. Moreover, the 1935 Act further deviated from the common code by creating an Irish nationality distinct from British nationality and explicitly repeals all related British-enacted legislation. Despite this separation, British subjects from the United Kingdom and other Commonwealth countries remained defined as non-foreign in Irish law and those resident in Ireland continued to be treated almost identically to Irish citizens. Irish citizens have not been considered British subjects under Irish law since passage of this Act. Regardless, the British government continued to treat virtually all Irish citizens as British subjects, except for those who had acquired Irish citizenship by naturalisation, since the Free State had not incorporated Part II of the British Nationality and Status of Aliens Act 1914 into its legislation. The Irish government rejected adopting this provision to avoid the appearance that the Free State was acknowledging in any way that Britain could legislate for Ireland and due to overwhelmingly negative public opinion of the post-independence populace. Although residents of Northern Ireland were disadvantaged in acquiring citizenship and conducting commerce under Irish law, the territory remained defined as an integral part of the state in the revised 1937 Constitution of Ireland. ### Changing relationship with the United Kingdom and the Commonwealth Diverging developments in Dominion legislation, as well as growing assertions of local national identity separate from that of Britain and the Empire, culminated with the creation of a substantive Canadian citizenship in 1946, breaking the system of a common imperial nationality. Combined with the approaching independence of India and Pakistan in 1947, comprehensive reform to British nationality law was necessary at this point to address ideas that were incompatible with the previous system. The British Nationality Act 1948 abolished the common code and each Commonwealth country would enact legislation to create its own nationality. British subject was redefined to mean any citizen of a Commonwealth country. Commonwealth citizen is defined in the Act to have the same meaning. British subject/Commonwealth citizen status co-existed with the citizenships of each Commonwealth country. This change in naming indicated that allegiance to the Crown was no longer required to possess British subject status and that the common status would be maintained by voluntary agreement among the Commonwealth members. Ireland formally declared itself a republic and removed the British monarch's remaining official functions in the Irish state in 1948. Despite India's continued membership as a republic within the Commonwealth following the London Declaration, Ireland ceased to be a member after passage of the Ireland Act 1949 in the British Parliament. Irish citizens have since no longer been defined as British subjects in British law, although they continue to be treated as non-foreign in the United Kingdom and retain the same rights and privileges exercised by Commonwealth citizens; Irish citizens remain eligible to vote and stand for parliament in the UK. Commonwealth citizens initially continued to hold free movement rights in both the UK and Ireland after 1949. British authorities systemically discouraged non-white immigration into the UK, but strong economic conditions in Britain following the Second World War attracted an unprecedented wave of colonial migration. In response, the British Parliament imposed immigration controls on any Commonwealth citizens originating from outside the British Islands with the Commonwealth Immigrants Act 1962. Ireland mirrored this restriction and limited free movement only to people born on the islands of Great Britain or Ireland. However, individuals born in the UK since 1983 are only British citizens if at least one parent is already a British citizen. The Irish regulation created a legal anomaly where persons born in Britain without British citizenship nevertheless held an unrestricted right to settle in Ireland; this inconsistency was removed in 1999. ### Subsequent reforms as a republic The 1956 Irish Nationality and Citizenship Act, which replaced the earlier 1935 Act, expanded the available pathways to citizenship and allowed more situations to retain it. Restrictions on holding multiple nationalities were repealed and any Irish citizen who acquired another nationality no longer automatically lost their Irish citizenship. Individuals could instead voluntarily choose to renounce their Irish citizenship and any person born in Northern Ireland who did not otherwise acquire Irish citizenship by descent could claim citizenship by making a formal declaration. Foreign wives of male Irish citizens could register as citizens with no further requirements and citizenship became transferable by descent through mothers as well as fathers. Although children born overseas to foreign-born Irish citizens were still required to be registered in the Foreign Births Register to claim citizenship, registration was no longer subject to a time limit. Registered individuals were deemed to have been Irish citizens backdated to their date of birth, allowing their children born at any time to acquire citizenship as well. Foreign husbands of Irish citizens became eligible for citizenship by marriage with an amendment in 1986, but a three-year waiting period was introduced for applicants of either sex before eligible individuals could apply and couples were required to be living together in the same residence. Registration in the Foreign Births Register no longer makes citizenship effective from an applicant's date of birth but from the date of registration instead. The 1986 amendment provided for a six-month transition period ending on 31 December 1986 when registration continued to be backdated, triggering a rush among affected individuals to register before the new rules took effect. The sudden large volume of applications became impossible to process before the end of the year, resulting in some individuals losing their entitlement to citizenship from birth. A further amendment in 1994 allowed those who had applied during the transition period but did not have their applications processed in time to re-register under the 1956 Act. Since 2004, spouses of Irish citizens no longer have a facilitated path to acquiring citizenship. #### European integration In 1973, Ireland joined the European Communities (EC), a set of organisations that later developed into the European Union (EU). Irish citizens have since been able to work in other EC/EU countries under the freedom of movement for workers established by the 1957 Treaty of Rome and participated in their first European Parliament elections in 1979. With the creation of European Union citizenship by the 1992 Maastricht Treaty, free movement rights were extended to all nationals of EU member states regardless of their employment status. The scope of these rights was further expanded with the establishment of the European Economic Area in 1994 to include any national of an EFTA member state except for Switzerland, which concluded a separate free movement agreement with the EU that came into force in 2002. Following the United Kingdom's 2016 referendum in favour of leaving the EU, Irish citizenship applications from Britain (excluding Northern Ireland) increased substantially. While only 54 people from Britain naturalised as Irish citizens in 2015 before the referendum, this number had grown to 1,156 by 2021. Despite the UK's withdrawal from the EU on 31 January 2020 and contrary to other EU nationals, Irish citizens continue to have free movement in the UK and Crown dependencies. #### Citizenship by investment In 1988, a citizenship by investment pathway was created ostensibly to attract foreign investment into the country as a way to help lower the high unemployment rate. A foreigner could acquire Irish citizenship through this programme after investing IR£1 million in a business with the goal of creating or maintaining 10 jobs for at least five years. Investors were required to maintain an Irish address or live in the country for at least 60 days before receiving an Irish passport. Under the 1956 Act, the minister for justice has absolute discretionary power to waive any requirements for citizenship. The citizenship by investment programme was operated under this authority and was not publicly advertised. The secrecy with which this initiative was operated under later became criticised as an attempt to obscure a way for the government to sell passports. About 100 people were able to acquire Irish citizenship through this pathway before its end in 1998. A significant number of applicants who acquired Irish passports in this way never lived or even entered the country and their commitments to boosting Irish employment were not fulfilled. ### Restrictions to birthright citizenship Negotiations for the Northern Ireland peace process resulted in the 1998 Good Friday Agreement. Under these accords, Northern Irish residents were acknowledged as having the right to hold either or both British and Irish citizenships regardless of whether the UK or Ireland hold sovereignty over Northern Ireland, and any person born on the island of Ireland had a right to hold Irish citizenship. These changes became constitutional entitlements when the Nineteenth Amendment of the Constitution of Ireland was adopted in 1999. Although Ireland had long granted birthright citizenship to any person born on the island prior to this amendment as a part of statute law, increasing levels of immigration into the country soon affected the degree to which that entitlement would be given. In the 1990 Supreme Court case Fajujonu v Minister for Justice, it was ruled that noncitizen parents of Irish-born children were entitled to remain in Ireland through their children's rights of residence. The application of this ruling was extremely permissive in the immediate subsequent period; any non-Irish parent of a child born in Ireland was permitted to remain. The scope of this entitlement was reduced in a 2003 Supreme Court ruling, which determined that the Minister for Justice could examine the circumstances by which a noncitizen parent was claiming a right to remain and held discretionary power to deport any such persons found to be acting contrary to national interest. For Irish-born children with one Irish citizen parent, the noncitizen parent continued to be granted a right to remain without any such qualifications. However, the scope of noncitizen parental residence rights in the EU was expanded in the 2004 European Court of Justice case Chen v Home Secretary in which Man Lavette Chen, a Chinese woman who had travelled to Northern Ireland to give birth to her Irish citizen daughter then subsequently relocated to Wales with the intention of permanently living in the UK, was ruled to have a right of residence in the EU as the primary caregiver of an EU citizen exercising free movement rights in another member state. In response to the perceived "abuse" of citizenship, the Irish government proposed a constitutional amendment limiting birthright citizenship only to people with a sufficient existing connection to Ireland. The Irish and British governments issued a joint statement clarifying that the intent of the Good Friday Agreement was not to grant citizenship to persons unconnected to the country and that the proposed changes would not violate the existing agreement on Northern Ireland. Following a 2004 referendum, the Twenty-seventh Amendment of the Constitution of Ireland was enacted that made the entitlement to birthright citizenship for people without Irish parents dependent on legislation rather than the Constitution. That entitlement was then revoked by the Irish Nationality and Citizenship Act 2004. Children born in Ireland beginning in 2005 are only granted citizenship by birth if at least one parent is an Irish citizen or entitled to be one, a British citizen, a resident with no time limit of stay in either the Republic or Northern Ireland, or a resident who has been domiciled on the island of Ireland for at least three of the preceding four years. After these changes were implemented, noncitizen parents of Irish children born before 2005 became eligible for a two-year renewable residence grant under the Irish Born Child Scheme. About 17,000 people obtained Irish residency through this programme during its application period in 2005. ## Acquisition and loss of citizenship ### Entitlement by birth, descent, or adoption All persons born in the Republic of Ireland before 1 January 2005 automatically received citizenship at birth regardless of the nationalities of their parents. Individuals born since that date anywhere on the island of Ireland receive Irish citizenship at birth if they are not entitled to any other country's citizenship. Otherwise, they are entitled to but not automatically granted citizenship if at least one parent is an Irish citizen or holds an entitlement to Irish citizenship, a British citizen, a resident with no time limit of stay in either the Republic or Northern Ireland, or a resident who has been domiciled on the island of Ireland for at least three of the preceding four years. Any person entitled to Irish citizenship who performs an act that only an Irish citizen has a right to do, such as applying for an Irish passport or registering to vote in national elections, automatically becomes a citizen. Individuals born in Northern Ireland from 6 December 1922 to 1 December 1999 who did not have an Irish citizen parent were entitled to become Irish citizens by declaration. Any person born in that territory from 2 December 1999 to 31 December 2004 is entitled to Irish citizenship regardless of the statuses of their parents; this includes children born in Ireland between these dates to foreign government officials with diplomatic immunity, who are eligible to claim citizenship by special declaration. Children born overseas are Irish citizens by birth if either parent was born in Ireland and is either an Irish citizen or entitled to be one, while those born to an Irish parent who was also born overseas are only entitled to Irish citizenship if their birth is registered at an Irish diplomatic mission or the parent was resident abroad while in public service. Irish citizenship can be continually transmitted through each generation born abroad provided that each subsequent generational birth is registered in the Foreign Births Register. About 1.47 million Irish citizens live outside of the Republic, although this number does not include those resident in Northern Ireland or Britain. Adopted children are automatically granted Irish citizenship if the adoption is completed in Ireland; parents adopting children overseas must register an adoption with Irish authorities for the process to take effect in Irish law and are required to apply for immigration clearance before any adopted children may enter the country as citizens. Abandoned children found in Ireland with unclear parentage are considered to have been born on the island to at least one Irish parent. ### Naturalisation Foreigners over the age of 18 as well as minors born in Ireland may naturalise as Irish citizens after residing in the country for at least five of the previous nine years, with one year of continuous residence immediately preceding an application. For applicants married to or in civil partnership with Irish citizens, the residence requirement is reduced to three of the last five years. Candidates must satisfy a good character requirement and intend to remain domiciled in Ireland after naturalising. Individuals under investigation by local police are routinely denied naturalisation. Successful applicants are required to take an oath of citizenship at a public citizenship ceremony. The Minister for Justice has discretionary power to waive any or all citizenship requirements for applicants of Irish descent or association, minor children of naturalised citizens, individuals in public service stationed overseas, or recognised refugees and stateless persons. ### Loss and resumption Irish citizenship can be relinquished by making a declaration of renunciation, provided that the declarant ordinarily resides overseas and already possesses or is in the process of obtaining another nationality. Renunciations cannot be made during wartime unless exceptionally approved by the Minister for Justice. Former citizens who were born on the island of Ireland may subsequently apply to reacquire citizenship. Previously naturalised individuals or those who had acquired citizenship by descent do not have a direct path to citizenship restoration and must complete the naturalisation process to regain Irish citizenship. Citizenship may be involuntarily removed from naturalised persons who fraudulently acquired the status, willfully perform an overt act that constitutes a breach of loyalty to the state, holds citizenship of a country at war with the Republic, or has voluntarily acquired another citizenship by any method except through marriage or civil partnership. Naturalised persons, other than those of Irish descent or employed in the civil service, who reside outside of the Republic for a continuous period of seven years without annually registering their intention to retain Irish citizenship may be stripped of their citizenship. Individuals who obtained citizenship through their marriage or civil partnership to an Irish citizen before 2005 and who reside outside of the island of Ireland may also have their status removed. This provision for citizenship loss is not enforced in practice. ## Honorary citizenship `On advice from the government, the president of Ireland has authority to grant honorary Irish citizenship to any person deemed to have rendered an extraordinary service to the nation. Despite being labeled "honorary", this type of citizenship is a substantive status and gives its holders all the rights and privileges that other Irish citizens have. Honorary Irish citizenship has only been awarded to 11 people:` - Alfred Chester Beatty (1957) - Tiede Herrema and his wife Elizabeth (1975) - Tip O'Neill and his wife Mildred (1986) - Alfred Beit and his wife Clementine (1993) - Jack Charlton and his wife Pat (1996) - Jean Kennedy Smith (1998) - Derek Hill (1999) Taoiseach Seán Lemass intended to award United States president John F. Kennedy honorary citizenship during his state visit to Ireland in 1963, but this was declined due to restrictions in U.S. law that made it difficult for the head of state to accept a foreign honour. Although the Irish government was prepared to enact special legislation to grant a purely honorary title to President Kennedy rather than the substantial status, the U.S. Office of Legal Counsel determined that his acceptance of a personal honour of any kind without the express approval of the United States Congress would have been in violation of the Foreign Emoluments Clause of the United States Constitution. ## See also - Visa policy of Ireland - Visa requirements for Irish citizens
22,289,216
M249 light machine gun
1,173,763,711
null
[ "5.56×45mm NATO machine guns", "Cold War firearms of the United States", "FN Herstal firearms", "Gas-operated firearms", "Machine guns of the United States", "Squad automatic weapons", "United States Marine Corps equipment", "Weapons and ammunition introduced in 1984" ]
The M249 SAW (Squad Automatic Weapon), formally written as Light Machine Gun, 5.56 mm, M249, is the US military’s adaptation of the Belgian FN Minimi, a light machine gun manufactured by the Belgian company FN Herstal (FN). The M249 SAW is manufactured in the United States by the subsidiary FN Manufacturing LLC, a company in Columbia, South Carolina (FN America), and is widely used in the U.S. Armed Forces. The weapon was introduced in 1984 after being judged most effective (compared to a number of candidate weapons) to address the lack of automatic firepower in small units. The M249 SAW provides infantry squads with a high rate of machine gun fire, combined with the accuracy and portability of a rifle. The M249 SAW is gas operated and air-cooled, it has a quick-change barrel (allowing the gunner to rapidly replace an overheated or jammed barrel), and a folding bipod attached to the front of the weapon (an M192 LGM tripod also being available). The SAW can be fed from both linked ammunition and STANAG magazines (such as those used in the M16 and M4), allowing the SAW operator to use them as a source of ammunition in case they run out of belts. The STANAG magazines should only be used in emergencies, due to their high malfunction rate. The M249 SAW has seen action in major conflicts involving the United States since the U.S. invasion of Panama in 1989. In 2009, the United States Marine Corps selected the M27 Infantry Automatic Rifle, to partially replace the M249 in USMC service. In 2022, the U.S. Army selected the Sig Sauer XM250 to replace the M249 SAW. ## Development and operational history ### Background In 1965, the U.S. Army and U.S. Marine Corps' primary machine guns were the M2 Browning and M60. The M2 was a large-caliber heavy machine gun, usually mounted on vehicles or in fixed emplacements. The M60 was a more mobile general-purpose machine gun, intended to be carried by troops to provide heavy automatic fire. Both firearms were very heavy and usually required a crew of at least two in order to operate efficiently. The Browning automatic rifle (BAR), the army's main individual machine gun since its introduction in World War I, was phased out in 1957 with the introduction of the M14 rifle (which had a fully automatic mode). "Designated riflemen" in every squad were ordered to use their weapons on the fully automatic setting, while other troops were required to use their rifle's semi-automatic mode on most occasions to increase accuracy and conserve ammunition. Because the M14 and M16 rifles had not been designed with sustained automatic fire in mind, they often overheated or jammed. The 20-round and 30-round magazines of these weapons limited their sustained automatic effectiveness when compared to belt-fed weapons. The Army decided that an individual machine gun, lighter than the M60, but with more firepower than the M16, would be advantageous; troops would no longer have to rely on rifles for automatic fire. Through the 1960s, the introduction of a machine gun into the infantry squad was examined in various studies. While there was a brief flirtation with the concept of a flechette- or dart-firing Universal Machine Gun during one study, most light machine gun experiments concentrated on the Stoner 63 light machine gun, a modular weapon that could be easily modified for different purposes. The Stoner 63 LMG saw combat for a brief period in Vietnam with the Marine Corps, and later on a wider scale with the U.S. Navy SEALs. In 1968, the Army Small Arms Program developed plans for a new 5.56 mm caliber LMG, though no funds were allocated (5.56 mm ammunition was viewed as underpowered by many in the armed forces). Studies of improved 5.56 mm ammunition, with better performance characteristics, began. The earliest reference to studies of other caliber cartridges for the LMG did not appear until 1969. In July 1970, the U.S. Army finally approved development of an LMG, with no specified caliber. At this time, the nomenclature "Squad Automatic Weapon" (SAW) was introduced. Actual design of alternative cartridges for the LMG did not begin until July 1971. A month later, Frankford Arsenal decided on two cartridge designs for the new LMG: a 6 mm cartridge and a new 5.56 mm cartridge with a much larger case. Neither design was finalized by March 1972, when the Army published the specifications document for the planned SAW. The 6 mm cartridge design was eventually approved in May that year. Prior to July 1972, SAW development contracts were awarded to Maremont, Philco Ford, and the Rodman Laboratory at Rock Island Arsenal. These companies produced designs with Army designations XM233, XM234 and XM235 respectively – X denoting "experimental". Designs were required to have a weight of less than 9.07 kg (20 lb) including 200 rounds of ammunition, and a range of at least 800 meters (2,600 ft). ### Trials When the time came for developmental and operational testing of the SAW candidates, three 5.56 mm candidate weapons were included with the 6 mm candidates: the M16 HBAR, a heavy-barrel variant of the M16 designed for prolonged firing; the Fabrique Nationale de Herstal (FN) Minimi; and the HK 23A1. The initial round of tests ended in December 1974. In February 1976, the Minimi and Rodman XM235 SAW were selected for further development. At this time, opinions of the 6 mm cartridge were beginning to sour due to the logistical implications of providing yet another ammunition type to the infantry. In June, it was requested that the SAW specifications document be revised to emphasize standard 5.56 mm ammunition. In October, the requested revisions were approved, and bids were solicited for the conversion of the Rodman XM235 to 5.56 mm. Production of the converted XM235 was awarded to Ford Aerospace, and its designation was changed to XM248. A new M16 HBAR variant, the XM106, was developed in 1978, and soon after, Heckler & Koch lobbied to include a 5.56 mm conversion of its HK 21A1 (instead of the standard 7.62 mm NATO ammunition it was built for) in future SAW testing. The latter model was designated the XM262. At this time, the Minimi received the designation XM249. Testing of the four candidates resumed in April 1979. In May 1980, the FN XM249 was selected as the best choice for future development on the grounds of performance and cost, while the HK XM262 reportedly came a close second. In September, FN was awarded a "maturity phase" contract for further development of the XM249, and testing of the new weapon began in June 1981. The official adoption took place in February 1982. ### Service The FN Minimi entered U.S. Army service as the M249 squad automatic weapon in 1984, and was adopted by the U.S. Marine Corps a year later. The U.S. production model has a different butt from that of the regular Minimi. It is manufactured in the FN factory in Columbia, South Carolina. Although found to be reliable and accurate, the M249 was considered to present unacceptable hazards in the form of an exposed hot barrel and sharp edges. There were complaints that the front sight required special adjustment tools. On August 23, 1985, then-U.S. Under Secretary of the Army James R. Ambrose suspended M249 production pending the development of the product improvement program (PIP) intended to fix these problems. Congress deleted funds for the M249 from the Fiscal Year 1986 defense budget, then retroactively set aside the program's prior year's funds from the M249 program for other purposes, including retirement and pay raises. Over 1,100 M249s already issued were to remain in use, but be retrofitted with the PIP kit when it became available. Over 7,000 remaining M249s were to stay in storage at depots until corrective changes could be made. The PIP kit was eventually developed and implemented, and production of the M249 resumed. In 1994 the M249 squad automatic weapon was re-designated the M249 light machine gun. Initial reactions to the gun were mixed: it fulfilled the light machine gun role well when fired from the ground, but was not as effective when fired from the shoulder or hip. It was praised for its extreme durability and massive firepower, though a number of areas for improvement were highlighted: the blank firing attachment fitted poorly, the bipod was very weak and broke easily, the sling attachment was awkward, and there were many slots and gaps that accumulated dirt. Some claimed that the heavy-barrelled version of the M16 rifle was a more effective light machine gun. The M249 SAW was not used heavily before the 1991 Gulf War, though it has been used in every major U.S. conflict since. American personnel in Somalia in 1993, Bosnia in 1994, Kosovo in 1999, Afghanistan in 2001 and Iraq since 2003 have been issued M249s. Surplus weapons were donated to Bolivia, Colombia and Tunisia. Tactically, SAWs are either carried with a maneuvering unit and fired while handheld, or positioned to remain stationary and provide covering fire for other units. Upon introduction, the basic load of ammunition was 600 rounds, carried in three 200-round boxes. These boxes were carried in soft pouches named Case, Small Arms, Ammunition, 200-Round Magazine. The modern load of ammunition carried for the weapon is 1,000 rounds in five 200-round belts, although up to 500 extra rounds generally gets loaded into 100-round soft pouches. ### Persian Gulf War A supply of 929 M249 SAWs was issued to personnel from the U.S. Army and Marine Corps during the Persian Gulf War. Although exposure to combat was scarce, M249 gunners who were involved in fighting mainly used their weapons to provide cover fire for friendly maneuvering troops from fixed positions, rather than maneuvering with them. There were many complaints about the weapons clogging up with sand after prolonged use in the desert environment. ### War in Afghanistan The standard squad automatic weapon in Afghanistan is the M249 with PIP kit, which serves alongside its heavier counterpart, the M240 machine gun. Most M249s were given a collapsible buttstock immediately prior to the invasion to reduce its length and make the weapons more practical for parachuting and close-quarters combat. Special Operations troops typically favor the shorter Para version of the weapon, which weighs much less. A report entitled Lessons Learned in Afghanistan was released by Lieutenant Colonel Charlie Dean and SFC Sam Newland of the U.S. Army Natick Soldier Center in 2002. They found that 54% of SAW gunners had problems maintaining their weapons, and 30% reported that the gun rusted easily. Soldiers reported ammunition boxes rattling and falling off. 80% percent of soldiers surveyed were pleased with the weapon's accuracy and lethality, yet only 64% claimed they were "confident in their weapon". Weapons clogging up with sand in the desert seems to be the main complaint. ### Iraq War The PIP and Para versions of the M249 have been used in the Iraq war since the invasion. By 2004, many M249s had been in service for almost 20 years and were becoming increasingly unreliable. Soldiers were requesting replacements and new features, and there are reports of soldiers holding their weapons together with duct tape. The lethality of the 5.56 mm ammunition has been called into question by reports of enemy soldiers still firing after being hit multiple times. As in previous conflicts, the sandy environment causes the M249s and other weapons to clog up and jam if they are not cleaned frequently. Operation Iraqi Freedom PEO Soldier Lessons Learned, a report on the performance of weapons in the Iraq War, was published by Lieutenant Colonel Jim Smith of the U.S. Army on May 15, 2003. Smith spoke positively of the M249, claiming that it "provided the requisite firepower at the squad level as intended". He praised the SPW variant, noting that its "short barrel and forward pistol grip allowed for very effective use of the SAW in urban terrain". At the National Defense Industrial Association in 2007, Lieutenant Colonel Al Kelly of the 1st Battalion, 17th Infantry gave a presentation describing the M249 as having "good range, excellent reliability" and an "excellent tracer". He said that a cloth pouch was preferred over the plastic box for holding linked ammunition, and that "knock-down power is poor, but is compensated by rate of fire". ### Evaluation In December 2006, the Center for Naval Analyses (CNA) released a report on U.S. small arms in combat. The CNA conducted surveys on 2,608 troops returning from combat in Iraq and Afghanistan over the past 12 months. Only troops who fired their weapons at enemy targets were allowed to participate. Three hundred forty-one troops were armed with M249 SAWs, making up 13 percent of the survey. 71 percent of M249 users (242 troops) reported that they were satisfied with the weapon. 40 percent of users preferred feeding the SAW with the soft 100-round pouch, while 21 percent chose the soft and hard 200-round pouches each. 60 percent (205 troops) were satisfied with handling qualities, such as handguards, size, and weight. Of those dissatisfied, just under half thought that it was too heavy. M249 users had the lowest levels of satisfaction with weapon maintainability at 70 percent (239 troops), most due to the difficulty in removing and receiving small components and poor corrosion resistance. The SAW had the highest levels of stoppages at 30 percent (102 troops), and 41 percent of those that experienced a stoppage said it had a large impact on their ability to clear the stoppage and re-engage their target. Sixty-five percent (222 troops) did not need their machine guns repaired while in theater. Sixty-five percent (222 troops) were confident in the M249's reliability, defined as level of soldier confidence their weapon will fire without malfunction, and 64 percent (218 troops) were confident in its durability, defined as level of soldier confidence their weapon will not break or need repair. Both factors were attributed to high levels of soldiers performing their own maintenance. 60 percent of M249 users offered recommendations for improvements. Seventeen percent of requests were for making the weapon lighter, and another 17 percent were for more durable belt links and drums, as well as other modifications, such as a collapsible stock. ### Replacement In 2009, the U.S. Marine Corps selected the M27 Infantry Automatic Rifle, a lighter, magazine-fed rifle to supplement and partially replace the M249. With plans to buy up to 4,100 IARs to complement and partially replace its 10,000 M249s (of which 8,000 will remain in service) held at platoon level, it acquired 450 of the Heckler & Koch HK416–based weapons for testing. The Marines started fielding the M27 in 2010, but kept both weapons in the inventory due to the M249's greater ammunition capacity and higher sustained fire rate; rifle companies are typically issued 27 IARs and six SAWs. The Army passed on the concept of the IAR, believing automatic rifle with a magazine would lower the effectiveness and firepower of a squad. While the Marine Corps has 13-man squads, the Army organizes its soldiers into squads of nine and needs considerably more firepower from the squad machine gunners to make up the difference. The Army recognized the limitations of the M249 however, and in early 2017, the U.S. Army posted a notice soliciting bids for the Next Generation Squad Weapon-Automatic Rifle (NGSW-AR or NGSAR) to replace the M249. In July 2018, the Army awarded contracts to six companies including Textron, head of the preceding LSAT program where they made development leaps with cased telescoped (CT) ammunition, for NGSW-AR and ammunition prototypes. The stated requirements included: - Maximum weight of 5.4 kilograms (12 lb), including sling, bipod, and sound suppressor - Maximum total length of 89 centimeters (35 in) - Engage pinpoint targets up to 600 meters (2,000 ft), and suppress (area fire targets) to a range of 1,200 meters (3,900 ft) - Compatible with next-generation Small Arms Fire Control systems In April 2022, the U.S. Army selected Sig Sauer as the winner of the competition; their automatic rifle is designated the XM250. ## Design details The M249 SAW is a belt-fed light machine gun. It fires the 5.56×45mm NATO cartridge, usually a combination of one M856 tracer and four M855 ball cartridges fed from M27 linked belts. Belts are typically held in a hard plastic or soft canvas box attached to the underside of the weapon. The M249 can also fire rifle grenades. It fires from an open bolt and is gas operated. When the trigger is pulled, the bolt and bolt carrier move forward under the power of the recoil spring. A cartridge is stripped from the belt, chambered, and discharged, sending a bullet down the bore. Expanding propellant gases are diverted through a hole in the barrel into a chamber. This pressure moves a piston providing the energy to extract and eject the spent casing as well as advance the belt and compress the recoil spring, thus preparing for subsequent shots. At 41 in (1,041 mm) long and 17 lb (8 kg) in weight 22 lb (10 kg) including a 200-round belt and plastic ammo box), the M249 is a cumbersome weapon. The M249’s air-cooled barrel is equipped with a mechanism to remove and replace the barrel assembly with a spare, this makes it easy for the operator to easily change the barrel on the field when it gets too hot during extensive amounts of fire. The barrel has a rifling twist rate of one turn in 180 mm (7 in). A folding bipod with adjustable legs is attached near the front of the weapon, though there are provisions for hard-mounting to a M192 Lightweight Ground Mount tripod or vehicle mount. ### Gas regulator The M249’s original gas regulator featured two different gas port sizes; normal and adverse. The normal gas setting has a cyclic rate of fire of around 700–850 rounds per minute, while the adverse gas setting increases the cyclic rate of fire to around 950–1,150 rounds per minute and is only used in extreme environmental conditions or when heavy fouling is present in the gas tube. The two-position gas regulator was discarded as part of a product improvement program, which made the M249’s that received the product improvement kit no longer able to fire at the higher cyclic rate. The rapid rate of fire is around 100 rounds per minute. The sustained rate of fire, the rate at which the gunner can fire continuously without overheating, is around 50 rounds per minute. ### Product Improvement Program The product improvement program (PIP) kit replaced the original steel tubular stock with a plastic stock based upon the shape of the heavier M240 machine gun. The change in stocks allowed for the addition of a hydraulic buffer system to reduce recoil. In addition, the dual gas port settings were reduced to only one; M249's with the product improvement kit can no longer fire at a higher cyclic speed. A handguard was added above the barrel to prevent burns, and the formerly fixed barrel changing handle was swapped for a folding unit. Certain parts were bevelled or chamfered to prevent cutting soldiers' hands and arms. Other changes involved the bipod, pistol grip, flash suppressor, and sights. Over the years, additional modifications have been introduced as part of the Soldier Enhancement Program and Rapid Fielding Initiative. These include an improved bipod, 100– and 200–round fabric "soft pouches" (to replace the original plastic ammunition boxes), and Picatinny rails for the feed tray cover and forearm so that optics and other accessories may be added. An extensive maintenance program intended to extend the service life of M249 SAWs has been carried out, especially units that suffered from wear due to heavy use. In particular the warping of the receiver rails on the early models was a defect that occurred in heavily used first-generation M249s. This defect however has been completely eliminated on later models and is no longer present on the current-issue M249, which has reinforced rails and full-length welding rather than spot welding. A replacement of the M249's buttstock that is redesigned to be adjustable in length is also available. ## Variants ### M249 Para The M249 Para (Paratrooper) is the US military’s adaptation of the Minimi Para and can be converted back to the standard M249 SAW, intended for use by airborne and armored infantry units. It is a compact variant of the M249 SAW that features a sliding aluminum buttstock, a 13.7 in (348 mm) short barrel, an overall length of 893 mm (35 in) and a weight of 7.1 kg (16 lb). ### M249 SPW The M249 SPW (Special Purpose Weapon) is a lightweight and shorter version of the M249 designed to meet USSOCOM special operations forces requirements. The barrel changing handle, magazine insertion well, and vehicle mounting lug all have been removed to reduce weight. As a result, the SPW cannot be mounted in vehicles or use M16 magazines. Picatinny rails were added to the feed cover and forearm for the mounting of optics, lasers, vertical foregrips, and other M4 SOPMOD kit accessories. The SPW has a detachable bipod. The SPW's lightweight barrel is longer than that of the Para model, giving it a total length of 908 mm (36 in) and a weight of 5.7 kg (13 lb). ### Mk 46 The Mk 46 is the variant that the USSOCOM adopted, which is a further development of the M249 SPW with minor changes. The program that led to both the Mk 46 and Mk 48 was headed by the US Naval Special Warfare Command (NAVSPECWAR). Like the SPW, the barrel changing handle, magazine insertion well, and vehicle mounting lugs have been removed to save weight. However, the Mk 46 retains the standard M249 plastic buttstock instead of the collapsible buttstock used on the SPW. The Picatinny rail forearm differs slightly from the SPW. The Mk 46 has the option of using the lighter SPW barrel or a thicker, fluted barrel of the same length. ### Mk 48 The Mk 48 is similar to the Mk 46 but rechambered in 7.62×51mm NATO caliber, used by USSOCOM when a heavier cartridge is required. It is officially classified as an LWMG (Light Weight Machine Gun) and was developed as a replacement for the Mk 43 Mod 0/1. The M60 based machine guns are a great deal more portable than the heavier M240 based designs used elsewhere in the US military in the infantry medium machine gun role. However, the M60 based designs have a long history of insufficient reliability. Trials conducted through the mid-1990s led the US Army to replace its M60 with the M240B GPMGs. The M240B, however, weighs in at ≈27.5 lb and is about 49" long with the standard barrel. NAVSPECWAR was reluctant to give up the increased portability of the M60 (≈22.5 lb, 37.7" OAL with the shortest "Assault Barrel") designs in spite of the M240's increased reliability. A request was put in for a new machine gun in 2001, and FN responded with a scaled-up version of the M249 weighing in at ≈18.5 lb with an OAL of ≈39.5". The new design achieved much better reliability than the M60-based weapons while bettering its light weight and maintaining the same manual of arms as the already in-use M249. USSOCOM was slated to begin receiving deliveries of the new gun in August 2003. ### M249S The M249S is a semi-automatic only variant manufactured for the civilian sport shooting and collector's market. Derived from the fully automatic M249 light machine gun, this variant shares most of the major components of the M249 with the exception of the firing mechanism and the addition of welded internal components to prevent conversion to a fully automatic mode. Notably, this variant retains the ability to be belt fed, an uncommon feature in civilian firearms. In 2017, FN America released the M249S PARA variant. ### OOW249 SAW The OOW249 SAW (Ohio Ordnance Works 249 Squad Automatic Weapon) is a selective fire variant of the FN M249 manufactured by Ohio Ordnance Works. It retains the two gas regulator settings and is offered in a 21 in (533 mm) barrel length. A PARA configuration is also available. ### MGA SAW The MGA SAW (Machine Gun Armory Squad Automatic Weapon) is a multi-caliber variant of the FN M249 manufactured by Machine Gun Armory. Available in 5.56×45mm NATO, 5.45×39mm, .300 AAC Blackout, 7.62×39mm, 6.8mm Remington SPC, .260 Remington, 7.62×51mm NATO. #### MGA SAW K A compact variant of the MGA SAW. #### MGA SAW CB Similar to the MGA SAW but features a closed-bolt system. ## Users - Afghanistan - Argentina - Colombia - Czech Republic - Georgia - Hungary - Iraq - Lebanon - Nepal - Philippines - Thailand - United States ### Former users - Islamic Republic of Afghanistan: Standard issue light machine gun of the Afghan National Army ## See also - Third Arm Weapon Interface System - FN Minimi - Heckler & Koch MG4 - IWI Negev - Daewoo Precision Industries K3 - Ultimax 100 - RPL-20 - PK machine gun
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Japanese aircraft carrier Hiryū
1,129,845,233
Aircraft carrier of the Imperial Japanese Navy
[ "1937 ships", "Aircraft carriers of the Imperial Japanese Navy", "Aircraft carriers sunk by aircraft", "Attack on Pearl Harbor", "Maritime incidents in June 1942", "Scuttled vessels", "Second Sino-Japanese War naval ships of Japan", "Ships built by Yokosuka Naval Arsenal", "Ships of the Battle of Midway", "Ships sunk by US aircraft", "World War II aircraft carriers of Japan", "World War II shipwrecks in the Pacific Ocean" ]
Hiryū (飛龍, "Flying Dragon") was an aircraft carrier built for the Imperial Japanese Navy (IJN) during the 1930s. Generally regarded as the only ship of her class, she was built to a modified Sōryū design. Her aircraft supported the Japanese invasion of French Indochina in mid-1940. She took part in the attack on Pearl Harbor and the Battle of Wake Island. During the first few months of the Pacific War, the ship supported the conquest of the Dutch East Indies in January 1942. The following month, her aircraft bombed Darwin, Australia, and continued to assist in the Dutch East Indies campaign. In April, Hiryū's aircraft helped sink two British heavy cruisers and several merchant ships during the Indian Ocean Raid. After a brief refit, Hiryū and three other fleet carriers of the First Air Fleet (Kido Butai) participated in the Battle of Midway in June 1942. After bombarding American forces on the atoll, the carriers were attacked by aircraft from Midway and the carriers USS Enterprise, Hornet, and Yorktown. Dive bombers from Yorktown and Enterprise crippled Hiryū and set her afire. She was scuttled the following day after it became clear that she could not be salvaged. The loss of Hiryū and three other IJN carriers at Midway was a crucial strategic defeat for Japan and contributed significantly to the Allies' ultimate victory in the Pacific. ## Design Hiryū was one of two large carriers approved for construction under the 1931–32 Supplementary Program. Originally designed as the sister ship of Sōryū, her design was enlarged and modified in light of the Tomozuru and Fourth Fleet Incidents in 1934–1935 that revealed many IJN ships were top-heavy, unstable and structurally weak. Her forecastle was raised and her hull strengthened. Other changes involved increasing her beam, displacement, and armor protection. The ship had a length of 227.4 meters (746 ft 1 in) overall, a beam of 22.3 meters (73 ft 2 in) and a draft of 7.8 meters (25 ft 7 in). She displaced 17,600 metric tons (17,300 long tons) at standard load and 20,570 metric tons (20,250 long tons) at normal load. Her crew consisted of 1,100 officers and enlisted men. ### Machinery Hiryū was fitted with four geared steam turbine sets with a total of 153,000 shaft horsepower (114,000 kW), each driving one propeller shaft, using steam provided by eight Kampon water-tube boilers. The turbines and boilers were the same as those used in the Mogami-class cruisers. The ship's power and slim, cruiser-type hull with a length-to-beam ratio of 10:1 gave her a speed of 34.3 knots (63.5 km/h; 39.5 mph) and made her the fastest carrier in the world at the time of her commissioning. Hiryū carried 4,500 metric tons (4,400 long tons) of fuel oil which gave her a range of 10,330 nautical miles (19,130 km; 11,890 mi) at 18 knots (33 km/h; 21 mph). The boiler uptakes were trunked to the ship's starboard side amidships and exhausted just below flight deck level through two funnels curved downward. ### Flight deck and hangars The carrier's 216.9-meter (711 ft 7 in) flight deck was 27 meters (88 ft 6 in) wide and overhung her superstructure at both ends, supported by pairs of pillars. Hiryū was one of only two carriers ever built whose island was on the port side of the ship (Akagi was the other). It was also positioned further to the rear and encroached on the width of the flight deck, unlike Sōryū. Nine transverse arrestor wires were installed on the flight deck that could stop a 6,000-kilogram (13,000 lb) aircraft. One group of three wires was positioned further forward to allow the ship to land aircraft over the bow, although this was never done in practice. The flight deck was only 12.8 meters (42 ft) above the waterline and the ship's designers kept this figure low by reducing the height of the hangars. The upper hangar was 171.3 by 18.3 meters (562 by 60 ft) and had an approximate height of 4.6 meters (15 ft); the lower was 142.3 by 18.3 meters (467 by 60 ft) and had an approximate height of 4.3 meters (14 ft). Together they had an approximate total area of 5,736 square meters (61,740 sq ft). This caused problems in handling aircraft because the wings of a Nakajima B5N "Kate" torpedo bomber could neither be spread nor folded in the upper hangar. Aircraft were transported between the hangars and the flight deck by three elevators, the forward one abreast the island on the centerline and the other two offset to starboard. The forward platform measured 16 by 13 meters (52.5 ft × 42.75 ft), the middle one 13 by 12 meters (42.75 ft × 39.3 ft), and the rear 11.8 by 13.0 meters (38.7 ft × 42.8 ft). They were capable of transferring aircraft weighing up to 5,000 kilograms (11,000 lb). Hiryū had a designed aircraft capacity of 64, plus nine spares. ### Armament Hiryū's primary anti-aircraft (AA) armament consisted of six twin-gun mounts equipped with 12.7-centimeter Type 89 dual-purpose guns mounted on projecting sponsons, three on either side of the carrier's hull. When firing at surface targets, the guns had a range of 14,700 meters (16,100 yd); they had a maximum ceiling of 9,440 meters (30,970 ft) at their maximum elevation of +90 degrees. Their maximum rate of fire was 14 rounds a minute, but their sustained rate of fire was approximately eight rounds per minute. The ship was equipped with two Type 94 fire-control directors to control the 12.7-centimeter (5.0 in) guns, one for each side of the ship; the starboard-side director was on top of the island and the other director was positioned below flight deck level on the port side. The ship's light AA armament consisted of seven triple and five twin-gun mounts for license-built Hotchkiss 25 mm Type 96 AA guns. Two of the triple mounts were sited on a platform just below the forward end of the flight deck. The gun was the standard Japanese light AA gun during World War II, but it suffered from severe design shortcomings that rendered it largely ineffective. According to historian Mark Stille, the weapon had many faults including an inability to "handle high-speed targets because it could not be trained or elevated fast enough by either hand or power, its sights were inadequate for high-speed targets, it possessed excessive vibration and muzzle blast, and its magazines were too small to maintain high rates of fire". These 25-millimeter (1 in) guns had an effective range of 1,500–3,000 meters (1,600–3,300 yd), and an effective ceiling of 5,500 meters (18,000 ft) at an elevation of +85 degrees. The maximum effective rate of fire was only between 110 and 120 rounds per minute because of the frequent need to change the fifteen-round magazines. The Type 96 guns were controlled by five Type 95 directors, two on each side and one in the bow. ### Armor Hiryū had a waterline belt with a maximum thickness of 150 millimeters (5.9 in) over the magazines that reduced to 90 millimeters (3.5 in) over the machinery spaces and the avgas storage tanks. It was backed by an internal anti-splinter bulkhead. The ship's deck was 25 millimeters (0.98 in) thick over the machinery spaces and 55 millimeters (2.2 in) thick over the magazines and avgas storage tanks. ## Construction and service Following the Japanese ship-naming conventions for aircraft carriers, Hiryū was named "Flying Dragon". The ship was laid down at the Yokosuka Naval Arsenal on 8 July 1936, launched on 16 November 1937 and commissioned on 5 July 1939. She was assigned to the Second Carrier Division on 15 November. In September 1940, the ship's air group was transferred to Hainan Island to support the Japanese invasion of French Indochina. In February 1941, Hiryū supported the blockade of Southern China. Two months later, the 2nd Carrier Division, commanded by Rear Admiral Tamon Yamaguchi, was assigned to the First Air Fleet, or Kido Butai, on 10 April. Hiryū returned to Japan on 7 August and began a short refit that was completed on 15 September. She became flagship of the Second Division from 22 September to 26 October while Sōryū was refitting. ### Pearl Harbor and subsequent operations In November 1941, the IJN's Combined Fleet, commanded by Admiral Isoroku Yamamoto, prepared to participate in Japan's initiation of a formal war with the United States by conducting a preemptive strike against the United States Navy's Pacific Fleet base at Pearl Harbor, Hawaii. On 22 November, Hiryū, commanded by Captain Tomeo Kaku, and the rest of the Kido Butai, under Vice Admiral Chuichi Nagumo and including six fleet carriers from the First, Second, and Fifth Carrier Divisions, assembled in Hitokappu Bay at Etorofu Island. The fleet departed Etorofu on 26 November and followed a course across the north-central Pacific to avoid commercial shipping lanes. Now the flagship of the Second Carrier Division, the ship embarked 21 Mitsubishi A6M Zero fighters, 18 Aichi D3A "Val" dive bombers, and 18 Nakajima B5N "Kate" torpedo bombers. From a position 230 nmi (430 km; 260 mi) north of Oahu, Hiryū and the other five carriers launched two waves of aircraft on the morning of 7 December 1941 Hawaiian time. In the first wave, 8 B5N torpedo bombers were supposed to attack the aircraft carriers that normally berthed on the northwest side of Ford Island, but none were in Pearl Harbor that day; 4 of the B5N pilots diverted to their secondary target, ships berthed alongside "1010 Pier" where the fleet flagship was usually moored. That ship, the battleship Pennsylvania, was in drydock and its position was occupied by the light cruiser Helena and the minelayer Oglala; all four torpedoes missed. The other four pilots attacked the battleships West Virginia and Oklahoma. The remaining 10 B5Ns were tasked to drop 800-kilogram (1,800 lb) armor-piercing bombs on the battleships berthed on the southeast side of Ford Island ("Battleship Row") and may have scored one or two hits on them, in addition to causing a magazine explosion aboard the battleship Arizona that sank her with heavy loss of life. The 6 A6M Zeros strafed parked aircraft at Marine Corps Air Station Ewa (MCAS Ewa), claiming 22 aircraft destroyed. The second wave consisted of 9 Zeros and 18 D3As, one of each aborting with mechanical problems. The former strafed Naval Air Station Kaneohe Bay before moving on to attack Bellows Army Airfield. They strafed the airfield, and shot down two Curtiss P-40 fighters attempting to take off when the Zeros arrived and a Boeing B-17 Flying Fortress heavy bomber that had earlier diverted from Hickam Army Airfield, and also destroyed a Stinson O-49 observation aircraft on the ground for the loss of one of their own. The fighters with remaining ammunition expended it strafing MCAS Ewa, the rendezvous point for the second-wave fighters. The D3As attacked various ships in Pearl Harbor, but it is not possible to identify which aircraft attacked which ship. Two D3As from Hiryū were lost during the attack, one shot down by Second Lieutenant George Welch. While returning to Japan after the attack, Vice Admiral Chūichi Nagumo, commander of the First Air Fleet, ordered that Sōryū and Hiryū be detached on 16 December to attack the defenders of Wake Island who had already defeated the first Japanese attack on the island. The two carriers reached the vicinity of the island on 21 December and launched 29 D3As and 2 B5Ns, escorted by 18 Zeros, to attack ground targets. They encountered no aerial opposition and launched 35 B5Ns and 6 A6M Zeros the following day. They were intercepted by the 2 surviving Grumman F4F Wildcat fighters of Marine Fighter Squadron VMF-211. The Wildcats shot down 2 B5Ns before they were shot down by PO3c Isao Towara. The garrison surrendered the next day after Japanese troops were landed. The carriers arrived at Kure on 29 December. They were assigned to the Southern Force on 8 January 1942 and departed four days later for the Dutch East Indies. The ships supported the invasion of the Palau Islands and the Battle of Ambon, attacking Allied positions on the island on 23 January with 54 aircraft. Four days later the carriers detached 18 Zeros and 9 D3As to operate from land bases in support of Japanese operations in the Battle of Borneo. Hiryū and Sōryū arrived at Palau on 28 January and waited for the arrival of the carriers Kaga and Akagi. All four carriers departed Palau on 15 February and launched air strikes against Darwin, Australia, four days later. Hiryū contributed 18 B5Ns, 18 D3As, and 9 Zeros to the attack. Her aircraft attacked the ships in port and its facilities, sinking or setting on fire three ships and damaging two others. The Zeros destroyed 1 P-40E as it was taking off, 2 Consolidated PBY Catalina seaplanes on the water, and a Zero was forced to crash land after being damaged by a P-40E of the United States Army Air Forces (USAAF) 33rd Pursuit Squadron. Hiryū and the other carriers arrived at Staring Bay on Celebes Island on 21 February to resupply and rest before departing four days later to support the invasion of Java. On 1 March 1942, the ship's D3As damaged the destroyer USS Edsall badly enough for her to be caught and sunk by Japanese cruisers. Later that day the dive bombers sank the oil tanker USS Pecos. The four carriers launched an airstrike of 180 aircraft against Tjilatjep on 5 March and set the town on fire, sinking five small ships, and damaging nine others that later had to be scuttled. Two days later, they attacked Christmas Island and Hiryū's aircraft sank the Dutch freighter Poelau Bras before returning to Staring Bay on 11 March to resupply and train for the impending Indian Ocean raid. This raid was intended to secure newly conquered Burma, Malaya, and the Dutch East Indies against any Allied attack by destroying base facilities and forces in the eastern Indian Ocean. ### Indian Ocean Raid On 26 March, the five carriers of the First Air Fleet departed from Staring Bay; they were spotted by a Catalina about 350 nautical miles (650 km; 400 mi) southeast of Ceylon on the morning of 4 April. Six of Hiryū's Zeros were on Combat Air Patrol (CAP) and helped to shoot it down. Nagumo closed to within 120 nautical miles (220 km; 140 mi) of Colombo before launching an airstrike the next morning. Hiryū contributed 18 B5Ns and 9 Zeros to the force; the latter encountered a flight of 6 Fairey Swordfish torpedo bombers from 788 Naval Air Squadron en route and shot them all down without loss. The Japanese aircraft encountered defending Hawker Hurricane fighters from Nos. 30 and 258 Squadrons RAF over Ratmalana airfield and Hiryū's fighters claimed to have shot down 11 with 3 Zeros damaged, although the fighters from the other carriers also made claims. British losses were 21 Hurricanes shot down and 2 more forced to crash land. The D3As and B5Ns inflicted some damage to the port facilities, but a day's warning had allowed much of the shipping in the harbor to be evacuated. The British were attempting to find Nagumo's ships all morning and Hiryū's Zeros on CAP over the fleet helped to shoot down an RAF Catalina, shot down a Fairey Albacore torpedo bomber and drove off another from the carrier Indomitable. Later that morning the British heavy cruisers Cornwall and Dorsetshire were spotted and Hiryū launched 18 D3As. They sank both ships in combination with the dive bombers from the other carriers. On the morning of 9 April, Hiryū's CAP shot down another Catalina attempting to locate the fleet and, later that morning, contributed 18 B5Ns, escorted by 6 Zeros, to the attack on Trincomalee. The fighters engaged 261 Squadron RAF, claiming to have shot down two with two more shared with fighters from the other carriers. British losses were only eight fighters, but the Japanese pilots claimed a total of 49 aircraft shot down when the RAF only had 16 Hurricanes in the fight. The British pilots shot down one of Hiryū's B5Ns and forced another to crash land while they were bombing the port. Meanwhile, a floatplane from the battleship Haruna spotted the small aircraft carrier Hermes, escorted by the destroyer , and every available D3A was launched to attack the ships, escorted by nine Zeros. Hiryū contributed 18 dive bombers and 3 fighters, but they arrived too late to assist in sinking them and found two other ships further north. They sank the freighter RFA Athelstone and her escorting corvette, Hollyhock. While this was going on, Akagi narrowly escaped damage when 9 British Bristol Blenheim bombers from Ceylon penetrated the CAP and dropped their bombs from 11,000 feet (3,400 m). Hiryū had eight Zeros aloft, along with 12 more from the other carriers, and collectively they accounted for 5 of the British bombers for the loss of 1 of Hiryū's Zeros. The Blenheims ran into the D3As from Shōkaku, escorted by Hiryū's Zeros, on their way back home and lost one more bomber to the Japanese aircraft. The dive bombers claimed to have shot down two Blenheims in conjunction with the Zeros, which claimed one on their own, for the loss of one Zero shot down by the bombers' gunners and one D3A damaged. After launching the dive bombers that sank Hermes and the other ships, the First Air Fleet reversed course and headed southeast for the Malacca Strait and Japan. On 19 April, while transiting the Bashi Straits between Taiwan and Luzon en route to Japan, Hiryū, Sōryū, and Akagi were sent in pursuit of the American carriers Hornet and Enterprise, which had launched the Doolittle Raid against Tokyo. They found only empty ocean, as the American carriers had immediately departed the area to return to Hawaii. The carriers quickly abandoned the chase and dropped anchor at Hashirajima anchorage on 22 April. Having been engaged in constant operations for four and a half months, the ship, along with the other three carriers of the First and Second Carrier Divisions, was hurriedly refitted and replenished in preparation for the Combined Fleet's next major operation, scheduled to begin one month hence. While at Hashirajima, Hiryū's air group was based ashore at Tomitaka Airfield, near Saiki, Ōita, and conducted flight and weapons training with the other First Air Fleet carrier units. ### Midway Concerned by the American carrier strikes in the Marshall Islands, Lae-Salamaua, and the Doolittle raids, Yamamoto was determined to force the U.S. Navy into a showdown to eliminate the American carrier threat. He decided to invade and occupy Midway Atoll, which he was sure would draw out the American carriers to defend it. The Japanese code-named the Midway invasion Operation MI. Unknown to the Japanese, the U.S. Navy had divined the Japanese plan by breaking its JN-25 code and had prepared an ambush using its three available carriers, positioned northeast of Midway. On 25 May 1942, Hiryū set out with the Combined Fleet's carrier striking force in the company of Kaga, Akagi, and Sōryū, which constituted the First and Second Carrier Divisions, for the attack on Midway. Her aircraft complement consisted of 18 Zeros, 18 D3As, and 18 B5Ns. Also aboard were three A6Ms of the 6th Kōkūtai intended as the aerial garrison for Midway. With the fleet positioned 250 nmi (460 km; 290 mi) northwest of Midway at dawn (04:45 local time) on 4 June 1942, Hiryū's portion of the 108-plane airstrike was an attack on the facilities on Sand Island with 18 torpedo bombers, one of which aborted with mechanical problems, escorted by nine Zeros. The air group suffered heavily during the attack: Two B5Ns were shot down by fighters, with a third falling victim to antiaircraft fire. Heavy damage forced a fourth, flown by squadron leader Rokuro Kikuchi, to crash-land on Kure Atoll, where he and his crew were later discovered and killed by U.S. forces. A fifth B5N was forced to ditch on its return, and five more were damaged beyond repair. In addition, two Zeros were also deemed unserviceable, although none were lost. The carrier also contributed three Zeros to the total of 11 assigned to the initial CAP over the four carriers. By 07:05, the carrier had six fighters with the CAP, which helped to defend the Kido Butai from the first U.S. attackers from Midway Island at 07:10. At this time, Nagumo's carriers were attacked by six U.S. Navy Grumman TBF Avengers and four USAAC Martin B-26 Marauders, all carrying torpedoes. The Avengers went after Hiryū while the Marauders attacked Akagi. The 30 CAP Zeros in the air at this time, including the six from Hiryū, immediately attacked the American airplanes, shooting down five of the Avengers and two of the B-26s. The Avengers shot down one of Hiryū's Zeros. The surviving aircraft dropped their torpedoes, but all missed. At 07:15, Nagumo ordered the B5Ns on Kaga and Akagi rearmed with bombs for another attack on Midway Island. This process was slowed by the number of ordnance carts used to handle the bombs and torpedoes and the limited number of ordnance elevators. This meant that the torpedoes could not be struck below until after all the bombs were moved up from their magazine, assembled and mounted on the aircraft. This process normally took about an hour and a half; more time would be required to bring the aircraft up to the flight deck, and to warm up and launch the strike group. Around 07:40, he reversed his order when he received a message from one of his scout aircraft that American warships had been spotted. Depleted of ammunition, two of Hiryū's CAP Zeros landed aboard the carrier at 07:40. At 07:55, the next American strike from Midway arrived in the form of 16 Marine Douglas SBD Dauntless dive bombers of Marine Scout Bomber Squadron 241 (VMSB-241) under Major Lofton R. Henderson. Hiryū's three CAP fighters were among the nine still aloft that attacked Henderson's planes, shooting down six of them as they executed a fruitless glide bombing attack on Hiryū. In return, the gunner of one of the Dauntlesses shot down one of Hiryū's Zeros. At roughly the same time, the Japanese carriers were attacked by 12 USAAC B-17s, bombing from 20,000 feet (6,100 m). The high altitude of the B-17s gave the Japanese captains enough time to anticipate where the bombs would land, and they successfully maneuvered out of the impact area. Four B-17s attacked Hiryū, but missed with all their bombs. Hiryū reinforced the CAP with launches of three more Zeros at 08:25. These fresh Zeros helped defeat the next American air strike from Midway, 11 Vought SB2U Vindicator dive bombers from VMSB-241, which attacked the battleship Haruna starting around 08:30. Haruna escaped damage and three of the Vindicators were shot down. Although all the American air strikes had thus far caused negligible damage, they kept the Japanese carrier forces off-balance as Nagumo endeavored to prepare a response to news, received at 08:20, of the sighting of American carrier forces to his northeast. Hiryū began recovering her Midway strike force at around 09:00 and finished shortly by 09:10. The landed aircraft were quickly struck below, while the carriers' crews began preparations to spot aircraft for the strike against the American carrier forces. The preparations were interrupted at 09:18, when the first attacking American carrier aircraft were sighted. These consisted of 15 Douglas TBD Devastator torpedo bombers of VT-8, led by Lieutenant Commander John C. Waldron from the Hornet. They attempted a torpedo attack on Soryū, but all of the American planes were shot down by the 18 CAP fighters, leaving one surviving aviator treading water. Shortly afterwards, 14 Devastators from Torpedo Squadron 6 (VT-6) from Enterprise, led by Lieutenant Commander Eugene E. Lindsey, attacked. Lindsey's aircraft tried to sandwich Kaga, but the CAP, reinforced by four additional Zeros launched by Hiryū at 09:37, shot down all but four of the Devastators, and Kaga dodged the torpedoes. Hiryū launched another trio of CAP Zeros at 10:13 after Torpedo Squadron 3 (VT-3) from Yorktown was spotted. Two of her Zeros were shot down by Wildcats escorting VT-3 and another was forced to ditch. While VT-3 was still attacking Hiryū, American dive bombers arrived over the Japanese carriers almost undetected and began their dives. It was at this time, around 10:20, that in the words of Jonathan Parshall and Anthony Tully, the "Japanese air defenses would finally and catastrophically fail." Three American dive bomber squadrons now attacked the three other carriers and set each of them on fire. Hiryū was untouched and proceeded to launch 18 D3As, escorted by six Zeros, at 10:54. En route, the Zeros engaged a group of Enterprise SBDs that they had spotted. They failed to shoot down any of the dive bombers, but two of the Zeros were shot up by the bombers' rear gunners, with one Zero forced to ditch near a destroyer on its return. American radar detected the incoming Japanese dive bombers at 11:52 and vectored Yorktown's CAP of 20 Wildcats against them. The Wildcats shot down three of the remaining Zeros for the loss of one of their own and engaged the D3As. Only seven of the dive bombers survived long enough to make their attack on Yorktown and two of those were shot down by flak during their dive, but they made three direct hits and two near misses that badly damaged the carrier and set her on fire. Confident that his men had sunk Yorktown, Yamaguchi launched a second wave of ten B5Ns (including one from Akagi), escorted by six Zeros (two from Kaga), at 13:30, with the instruction that they attack a separate carrier than that hit by the first wave. However, the Americans had managed to extinguish the fires on Yorktown by 14:00, and the carrier was making 19 knots (35 km/h; 22 mph) by 14:30 when the second strike group approached. As a result, the strike pilots mistook her for one of her undamaged sisters, and launched the attack. At that moment, six Wildcats were on CAP duty, and four of these were vectored toward the attacking aircraft while the other two were retained to cover the takeoff of ten Wildcats fueling on deck. The Japanese were jumped at 14:38 by two Wildcats, which shot down one torpedo bomber before they were both shot down by the escorting Zeros (two Zeros were shot down later for the loss of one Wildcat). Four more B5Ns fell during the attack, but two of the survivors managed to score hits on Yorktown that damaged three boilers and knocked out all electrical power so that she could not pump fuel oil to starboard to counteract her six-degree list to port. Seventeen minutes later, after the list increased to 23 degrees, the crew was ordered to abandon ship. Of the four Zeros and five B5Ns that returned to Hiryū, only two Zeros and three bombers were still airworthy. Yamaguchi radioed his intention to Nagumo at 16:30 to launch a third strike against the American carriers at dusk (approximately 18:00), but Nagumo ordered the fleet to withdraw to the west. Unbeknownst to the Japanese, Enterprise and Hornet had already launched airstrikes well before then. Enterprise launched a total of 26 Dauntlesses at 15:25 using her own aircraft plus those from Yorktown that had been forced to recover aboard her after Yorktown was damaged, and Hornet launched 16 more of her own Dauntlesses at 16:00. At this point in the battle, Hiryū had only four airworthy dive-bombers and five torpedo-planes left. She also retained 19 of her own fighters on board, as well as a further 13 Zeros on CAP (a composite force of survivors from the other carriers). At 16:45, Enterprise's dive bombers spotted the Japanese carrier and began to maneuver for good attacking position while reducing altitude. At 16:56, just as the first Dauntlesses were beginning their dives, Nagumo ordered a change in course to 120 degrees, possibly to prepare to recover his reconnaissance floatplanes, that threw off the aim of the leading SBDs. The Japanese did not even spot the Americans until 17:01. The CAP shot down two of the American aircraft in their dives and another after it was forced to abort its dive when some of Yorktown's SBDs passed in front of it, starting their own dives. Hiryū was struck by four 1,000-pound (450 kg) bombs, three on the forward flight deck and one on the forward elevator. The explosions started fires among the aircraft on the hangar deck. The forward half of the flight deck collapsed into the hangar while part of the elevator was hurled against the ship's bridge. The fires were severe enough that the remaining American aircraft attacked the other ships escorting Hiryū, albeit without effect, deeming further attacks on the carrier as a waste of time, because she was aflame from stem to stern. Beginning at 17:42, two groups of B-17s attempted to attack the Japanese ships without success, although one bomber strafed Hiryū's flight deck, killing several anti-aircraft gunners. Although Hiryū's propulsion was not affected, the fires could not be brought under control. At 21:23, her engines stopped, and at 23:58 a major explosion rocked the ship. The order to abandon ship was given at 03:15, and the survivors were taken off by the destroyers Kazagumo and Makigumo. Yamaguchi and Kaku decided to remain on board as Hiryū was torpedoed at 05:10 by Makigumo as the ship could not be salvaged. One torpedo missed and the other struck near the bow without the typical plume of water, although the detonation was quite visible. Around 07:00, one of Hōshō's Yokosuka B4Y aircraft discovered Hiryū still afloat and not in any visible danger of sinking. The aviators could also see crewmen aboard the carrier, men who had not received word to abandon ship. They finally launched some of the carrier's boats and abandoned ship around 09:00. Thirty-nine men made it into the ship's cutter only moments before Hiryū sank around 09:12, taking the bodies of 389 men with her. The cutter drifted for 14 days before being discovered by a PBY Catalina and rescued by the seaplane tender USS Ballard. Four men died of their wounds or exposure before being picked up and a fifth died that night. The loss of Hiryū and the three other IJN carriers at Midway, comprising two thirds of Japan's total number of fleet carriers and the experienced core of the First Air Fleet, was a strategic defeat for Japan and contributed significantly to Japan's ultimate defeat in the war. In an effort to conceal the defeat, the ship was not immediately removed from the Navy's registry of ships, instead being listed as "unmanned" before finally being struck from the registry on 25 September 1942. The IJN selected a modified version of the Hiryū design for mass production to replace the carriers lost at Midway. Of a planned program of 16 ships of the Unryū class, only six were laid down and three were commissioned before the end of the war.
36,437,608
Fakih Usman
1,149,392,088
Indonesian Islamic leader and politician (1904 – 1968)
[ "1904 births", "1968 deaths", "Government ministers of Indonesia", "Indonesian Muslims", "Masyumi Party politicians", "Muhammadiyah", "People from Gresik Regency" ]
Fakih Usman (Alternatively spelled as Faqih Usman; ; 2 March 1904 – 3 October 1968) was an Indonesian Islamic leader and politician of the Masyumi Party. He twice served as the Minister of Religious Affairs under the cabinets of Abdul Halim and Wilopo from January until September 1950, and again from 1952 until 1953. In his early years, Fakih was criticized by conservative Muslims for his involvement with the modernist Islamic Muhammadiyah organization, though he is remembered fondly by the group. Born to a merchant and his wife in Gresik, Dutch East Indies, Fakih studied with his father and at a series of pesantren (Islamic boarding schools) until the 1920s. In 1925 he became involved with the Muhammadiyah, rising quickly through the leadership until he became the head of the Surabaya branch in 1938. He was also active in local politics, in 1937, he became the treasurer of the Indonesian Islamic Assembly. He continued to be involved in politics and Islamic groups during the Japanese occupation and the ensuing national revolution. Following the end of war, he was appointed Minister of Religious Affairs. As minister, he oversaw educational and institutional reform, growing in prominence within the Muhammadiyah. He also served as deputy chairman of the organization under several different leaders before being chosen as its chairman in late 1968. He died several days later. ## Early life Fakih Usman was born on 2 March 1904, in Gresik, East Java, in what was then the Dutch East Indies. His father, Usman Iskandar, was a wood merchant, and his mother, a housewife, was the daughter of an ulama (scholar of Islam). The couple, who were of modest means, had four other children, and the family's lack of a noble background meant the children were ineligible to receive an education at Dutch-run schools. Instead, Fakih studied Islam from a young age, receiving much of his instruction from his father. At the age of ten, Fakih began studying at a pesantren (Islamic boarding school) in Gresik, finishing four years later. In 1919 he continued his studies at several pesantren outside the city, including ones in rural Gresik and in nearby Bungah. ## Early career Fakih's father helped him become a trader, although Fakih continued to study independently. When the modernist Islamic organisation Muhammadiyah opened a branch in Gresik in 1922, Fakih was one of the first to join. Extremely active in the group, he became the Gresik branch's leader within three years, and under his leadership the group was formally recognized by the central Muhammadiyah administration. Through his work with the Muhammadiyah in Gresik, Fakih became better known. He later transferred to the branch in Surabaya, a much larger city where, in 1929, he was chosen to sit on the city council. He also remained active in commerce, running a construction material trade and shipbuilding shop. During this period he served on the local chamber of commerce. From 1932 to 1936 Fakih was a member of the Muhammadiyah's regional council, serving concurrently as the editor of the organisation's official magazine Bintang Islam and on the Legal Affairs Committee. As he became more active, Fakih began commuting regularly from Surabaya to Gresik, handling Muhammadiyah business in Surabaya and the wood company in Gresik; this commute was done in Fakih's personal car, a rare luxury at the time. Studying Dutch in his spare time, Fakih continued to improve his knowledge of Islam by studying the thoughts of Muhammad Abduh. However, conservative Muslims disapproved of Fakih's work with Muhammadiyah, giving him the nickname Londho silit ireng ("Dutchman with the black arse"), and often throwing stones at his home. On 21 September 1937, Muhammadiyah, the conservative Nahdatul Ulama (NU), the merchants' cooperative Sarekat Islam, and several other Islamic groups – which for the past decade had been feuding – united to form an umbrella group: the Indonesian Islamic Assembly (Majilis Islam Ala Indonesia, or MIAI), based in Surabaya. Fakih served as treasurer within the organization. In 1938, he was made the head of the Surabaya branch of the Muhammadiyah, replacing Mas Mansoer. Two years later he began working full-time with the MIAI, having been selected as the head of its secretariat in mid-September 1940. To take this position, he resigned as head of the Surabaya branch of Muhammadiyah and as a city council member. ## Political career ### National revolution On 9 March 1942 Governor-General Tjarda van Starkenborgh Stachouwer and head of the Royal Netherlands East Indies Army General Hein ter Poorten capitulated to the Empire of Japan, which had invaded the Indies the month before. As a result, the Indies fell under Japanese control. The Japanese banned all forms of organizations, and the MIAI was disbanded in May. It was reformed on 5 September 1942 following a meeting of 30 ulamas in the Des Indes Hotel in Jakarta, and was recognized by the occupation government as the sole Islamic organization in the country. At the end of 1943, the organization was renamed the Council of Indonesian Muslim Associations (Partai Majelis Syura Muslimin Indonesia, abbreviated as Masyumi). Fakih was made a member of the Japanese-sponsored advisory board, or Syu Sangi In, for Surabaya. He held this position until the end of the occupation, concurrently serving on the Masyumi board. After the atomic bombings of Hiroshima and Nagasaki and the proclamation of Indonesian independence in August 1945, the Japanese began withdrawing from the nascent republic. The Indonesian republican government, based in Jakarta and including Sukarno as president and Mohammad Hatta as vice president, began to take over infrastructure from the departing Japanese. By September 1945, however, allied British and Dutch forces had begun to enter the archipelago, hoping to reestablish the status quo ante. The British initially focused on Java and Sumatra and attempted to avoid armed confrontations with the Republican forces; the Dutch, meanwhile, spent the first months after the Japanese surrender reclaiming the eastern islands with help from Australia. Fakih, who had begun making contacts within the republican government, participated in the Indonesian Islamic Conference (Muktamar Islam Indonesia) in Yogyakarta from 7 to 8 November 1945. As a result of these talks, Masyumi was made into a political party representing Islamic interests. Although Fakih returned to Gresik after the conference, he and his family soon evacuated to Malang due to the outbreak of a battle at Surabaya between Republican soldiers and British forces tasked with repatriating Dutch prisoners of war. In Malang, Fakih worked with Masjkur and Zainul Arifin to start an armed resistance to fight in the revolution against the returning Europeans. He served as deputy chief in command of this resistance, which consisted of the Japanese-trained Islamic units Sabilillah and Hizbullah. After the Dutch launched Operation Kraai in December 1948, Fakih and his family escaped to Surakarta, where he again became active in Muhammadiyah. Fakih, serving as deputy chair under Bagus Hadikusumo, frequently commuted between Surakarta and the organization's head office in Yogyakarta. ### Minister of Religion In late 1949, the Indonesian and Dutch governments held a conference lasting several months, which resulted in Dutch recognition of Indonesian sovereignty on 27 December 1949. This led to the formation of the United States of Indonesia (Republik Indonesia Serikat, or RIS), which consisted of sixteen member states. On 21 January 1950 Fakih replaced Masjkur as the Minister of Religious Affairs in the Halim Cabinet, representing the Republic of Indonesia; at this point the republic consisted of Yogyakarta, Banten, and much of Sumatra. Working with the RIS Minister of Religious Affairs Wahid Hasyim, Fakih began instituting a standardized religious curriculum in the public schools and modernizing education at religious schools. The two also worked to unite the ministries. On 17 August 1950 the RIS and its member states became a unified republic. Hasyim was kept on as minister of religious affairs, with Fakih appointed director of religious education. Meanwhile, the different factions in Masyumi were in conflict over the path the party was taking; the NU members thought Masyumi was becoming too political, abandoning its Islamic roots. When the Natsir Cabinet began to collapse, the Masyumi put forth Fakih as a potential Minister for Religious Affairs. This act was controversial because four of the five allocated slots for the party were already filled by non-NU members, and ultimately the NU pulled out of Masyumi, effective 5 April 1952. Fakih had been chosen with a majority of five votes, while the next leading candidate, Usman Raliby, received four. Fakih was made the Minister of Religious Affairs in the Wilopo Cabinet and sworn in on 3 April 1952, which led to him and his family moving to the capital at Jakarta. He began to work on reforming the ministry, including formalising its mission statement: to provide religious teachers, promote interfaith relations, and to establish the dates of religious holidays. He worked on internal structure, including formalising the ministry's leadership hierarchy and the opening of the provincial and regional branches. The ministry also continued its promotion of religious education and was tasked with handling the numerous Indonesian pilgrims who went on the hajj. The Wilopo Cabinet collapsed on 30 July 1953, following an immigration and land dispute in Medan. Fakih was replaced by Masjkur. ### Banning of the Masyumi Fakih continued to work with the ministry and the Muhammadiyah, serving as the organisation's First Deputy Chair under Ahmad Rasyid Sutan Mansur. In 1956 he was one of three Muhammadiyah members who presented their concept of a truly Islamic society, one which emphasised social education. During this time he was more active with Masyumi, and after the 1955 Constituent Assembly election, Fakih was made a member of the Constitutional Assembly of Indonesia. This assembly, meant to reach an agreement for a new national constitution, failed to gain a consensus, and was disbanded by president Sukarno with his decree of 5 July 1959. That year Fakih collaborated with Hamka, Joesoef Poear Abdullah, and Ahmad Joesoef to launch the magazine Pandji Masjarakat. Sukarno later disbanded Masyumi on 17 August 1960 after leading Masyumi members, such as Mohammad Natsir and Sjafruddin Prawiranegara, were involved with the Revolutionary Government of the Republic of Indonesia; Fakih had been involved in the negotiations with the Revolutionary Government, working with Mohammad Roem. ## Later career The disbanding of Masyumi left Fakih with more time to focus on the Muhammadiyah, serving as the Second Deputy Chair under Junus Anis. During a leadership course run by the organisation during Ramadhan of 1380 AH (February/March 1961), Fakih began promoting an institutional identity through his lecture "Apakah Muhammadiyah Itu" ("What is Muhammadiyah?"). This outlined the organisation as one based in dawah, focusing on real-world issues, and willing to work with the government to ensure a prosperous future for Muslims. These concepts were later formulated through 1962 and established as an institutional identity, one which called for Muhammadiyah to work towards creating a truly Islamic society while opposing leftist politics. This, in turn, was followed by refactoring within the organisation to better adapt the new identity. From 1962 until 1965 Fakih served as the First Deputy Chair of Muhammadiyah under Ahmad Badawi, providing guidance for young religious leaders. During the killings and power shift which followed the 30 September Movement coup attempt, Fakih and several Muhammadiyah members sent a letter requesting that Masyumi be allowed to reform; this permission was not granted. For Badawi's second term, Fakih served as an advisor to the chairman, often taking management responsibilities. He was selected as the organisation's chairman at the 37th Muhammadiyah Congress in 1968. ## Death and legacy On being chosen as chairman, Fakih began work to ensure there would be a successor, as his health was failing. On 2 October, at a joint meeting of the board at his home, he outlined his plans for his three-year period of leadership; Fakih also appointed Rasjidi and Abdul Rozak Fachruddin as temporary leaders while he went abroad for medical treatment. Fakih died on 3 October 1968, only a few days after being selected, and was replaced by Fachruddin on the day of his death; Fachruddin served as chairman for 24 years. The street where Fakih lived as a child is now known as Fakih Usman Street. Within Muhammadiyah Fakih continues to be well respected. He is credited with the formulation of the "Muhammadiyah Personality" (Kepribadian Muhammadiyah), Muhammadiyah's institutional identity. Out of respect towards Fakih, the Muhammadiyah continues to record his period as chairman as lasting the full three-year term. Didin Syafruddin, a faculty member at the Jakarta Islamic State University, writes that Fakih was highly dedicated to education, noting that five of Fakih's seven children eventually became doctors; Syafruddin also writes that, owing to a lack of human resources, Fakih was limited in his reforms while Minister of Religious Affairs. Former Muhammadiyah chairman Ahmad Syafi'i Maarif described Fakih as the "tranquil, cleansing water" who served as a calming influence for Muhammadiyah when the organisation was in turmoil.
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Harvey Milk
1,172,872,839
American gay rights activist (1930–1978)
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Harvey Bernard Milk (May 22, 1930 – November 27, 1978) was an American politician and the first openly gay man to be elected to public office in California, as a member of the San Francisco Board of Supervisors. Milk was born and raised in New York where he acknowledged his homosexuality as an adolescent, but chose to pursue sexual relationships with secrecy and discretion well into his adult years. His experience in the counterculture of the 1960s caused him to shed many of his conservative views about individual freedom and the expression of sexuality. Milk moved to San Francisco in 1972 and opened a camera store. Although he had been restless, holding an assortment of jobs and changing addresses frequently, he settled in the Castro, a neighborhood that at the time was experiencing a mass immigration of gay men and lesbians. He was compelled to run for city supervisor in 1973, though he encountered resistance from the existing gay political establishment. His campaign was compared to theater; he was brash, outspoken, animated, and outrageous, earning media attention and votes, although not enough to be elected. He campaigned again in the next two supervisor elections, dubbing himself the "Mayor of Castro Street". Voters responded enough to warrant his running for the California State Assembly as well. Taking advantage of his growing popularity, he led the gay political movement in fierce battles against anti-gay initiatives. Milk was elected city supervisor in 1977 after San Francisco reorganized its election procedures to choose representatives from neighborhoods rather than through city-wide ballots. Milk served almost eleven months in office, during which he sponsored a bill banning discrimination in public accommodations, housing, and employment on the basis of sexual orientation. The Supervisors passed the bill by a vote of 11–1, and it was signed into law by Mayor George Moscone. On November 27, 1978, Milk and Moscone were assassinated by Dan White, a disgruntled former city supervisor who cast the sole vote against Milk's bill. Despite his short career in politics, Milk became an icon in San Francisco and a martyr in the LGBT community. In 2002, Milk was called "the most famous and most significant openly LGBT official ever elected in the United States". Anne Kronenberg, his final campaign manager, wrote of him: "What set Harvey apart from you or me was that he was a visionary. He imagined a righteous world inside his head and then he set about to create it for real, for all of us." Milk was posthumously awarded the Presidential Medal of Freedom in 2009. ## Early life Milk was born in the New York City suburb of Woodmere, to William Milk and Minerva Karns. He was the younger son of Lithuanian Jewish parents and the grandson of Morris Milk, a department store owner who helped to organize the first synagogue in the area. As a child, Harvey was teased for his protruding ears, big nose, and oversized feet, and tended to grab attention as a class clown. While he was in school, he played football and developed a passion for opera. Under his name in the high school yearbook, it read, "Glimpy Milk—and they say WOMEN are never at a loss for words". Milk graduated from Bay Shore High School in Bay Shore, New York, in 1947 and attended New York State College for Teachers in Albany (now the State University of New York at Albany) from 1947 to 1951, majoring in mathematics. He also wrote for the college newspaper. One classmate remembered, "He was never thought of as a possible queer—that's what you called them then—he was a man's man". ### Early career After graduation, Milk joined the United States Navy during the Korean War. He served aboard the submarine rescue ship USS Kittiwake (ASR-13) as a diving officer. He later transferred to Naval Station, San Diego to serve as a diving instructor. In 1955, he resigned from the Navy at the rank of lieutenant, junior grade, forced to accept an "other than honorable" discharge and leave the service rather than face a court-martial because of his homosexuality. Milk's early career was marked by frequent changes; in later years he would take delight in talking about his metamorphosis from a middle-class Jewish boy. He began teaching at George W. Hewlett High School on Long Island. In 1956, he met Joe Campbell, at the Jacob Riis Park beach, a popular location for gay men in Queens. Milk pursued Campbell passionately. Even after they moved in together, Milk wrote Campbell romantic notes and poems. Growing bored with their New York lives, they decided to move to Dallas, Texas, but they were unhappy there and moved back to New York, where Milk got a job as an actuarial statistician at an insurance firm. Campbell and Milk separated after almost six years; it would be his longest relationship. Milk tried to keep his early romantic life separate from his family and work. Once again bored and single in New York, he thought of moving to Miami to marry a lesbian friend to "have a front and each would not be in the way of the other". However, he decided to remain in New York, where he secretly pursued gay relationships. In 1962, Milk became involved with Craig Rodwell, who was 10 years younger. Though Milk courted Rodwell ardently, waking him every morning with a call and sending him notes, Milk was uncomfortable with Rodwell's involvement with the New York Mattachine Society, a gay-rights organization. When Rodwell was arrested for walking in Riis Park, and charged with inciting a riot and with indecent exposure (the law required men's swimsuits to extend from above the navel to below the thigh), he spent three days in jail. The relationship soon ended as Milk became alarmed at Rodwell's tendency to agitate the police. Milk abruptly stopped working as an insurance actuary and became a researcher at the Wall Street firm Bache & Company. He was frequently promoted despite his tendency to offend the older members of the firm by ignoring their advice and flaunting his success. Although he was skilled at his job, co-workers sensed that Milk's heart was not in his work. Before Milk's thirty-fourth birthday, he started a romantic relationship with seventeen-year-old (b. October 18, 1946) Jack Galen McKinley after he left his hometown on October 22, 1963. Harvey recruited McKinley to work on conservative Republican Barry Goldwater's 1964 presidential campaign. McKinley was prone to depression and sometimes threatened to commit suicide if Milk did not show him enough attention. To make a point to McKinley, Milk took him to the hospital where Milk's ex-lover, Joe Campbell, was himself recuperating from a suicide attempt, after his lover Billy Sipple left him. Milk had remained friendly with Campbell, who had entered the avant-garde art scene in Greenwich Village, but Milk did not understand why Campbell's despondency was sufficient cause to consider suicide as an option. ### Castro Street Since the end of World War II, the major port city of San Francisco had been home to a sizable number of gay men who had been expelled from the military and decided to stay rather than return to their hometowns and face ostracism. By 1969 the Kinsey Institute believed San Francisco had more gay people per capita than any other American city; when the National Institute of Mental Health asked the institute to survey homosexuals, the Institute chose San Francisco as its focus. Milk and McKinley were among the thousands of gay men attracted to San Francisco. McKinley was a stage manager for Tom O'Horgan, a director who started his career in experimental theater, but soon graduated to much larger Broadway productions. They arrived in 1969 with the Broadway touring company of Hair. McKinley was offered a job in the New York City production of Jesus Christ Superstar, and their tempestuous relationship came to an end. The city appealed to Milk so much that he decided to stay, working at an investment firm. In 1970, increasingly frustrated with the political climate after the U.S. invasion of Cambodia, Milk let his hair grow long. When told to cut it, he refused and was fired. Milk drifted from California to Texas to New York, without a steady job or plan. In New York City he became involved with O'Horgan's theater company as a "general aide", signing on as associate producer for Lenny and for Eve Merriam's Inner City. The time he had spent with the cast of flower children wore away much of Milk's conservatism. A contemporary New York Times story about O'Horgan described Milk as "a sad eyed man—another aging hippie with long, long hair, wearing faded jeans and pretty beads". Craig Rodwell read the description of the formerly uptight man and wondered if it could be the same person. One of Milk's Wall Street friends worried that he seemed to have no plan or future, but remembered Milk's attitude: "I think he was happier than at any time I had ever seen him in his entire life." Rosa von Praunheim's documentary short film Homosexuals in New York shows Milk exuberant as a protester on Christopher Street Day 1971 in New York City. Milk met Scott Smith, 18 years his junior, and began another relationship. Milk and Smith returned to San Francisco, where they lived on money they had saved. In March 1973, after a roll of film Milk left at a local shop was ruined, he and Smith opened a camera store on Castro Street with their last \$1,000. ### Changing politics In the late 1960s, the Society for Individual Rights (SIR) and the Daughters of Bilitis (DOB) began to work against police persecution of gay bars and entrapment in San Francisco. Oral sex was still a felony, and in 1970, nearly 90 people in the city were arrested for having sex in public parks at night. Mayor Alioto asked the police to target the parks, hoping the decision would appeal to the Archdiocese and his Catholic supporters. In 1971, 2,800 gay men were arrested for public sex in San Francisco. By comparison, New York City recorded only 63 arrests for the same offense that year. Any arrest for a morals charge required registration as a sex offender. Congressman Phillip Burton, Assemblyman Willie Brown, and other California politicians recognized the growing clout and organization of homosexuals in the city, and courted their votes by attending meetings of gay and lesbian organizations. Brown pushed for legalization of sex between consenting adults in 1969 but failed. SIR was also pursued by popular moderate Supervisor Dianne Feinstein in her bid to become mayor, opposing Alioto. Ex-policeman Richard Hongisto worked for 10 years to change the conservative views of the San Francisco Police Department, and also actively appealed to the gay community, which responded by raising significant funds for his campaign for sheriff. Though Feinstein was unsuccessful, Hongisto's win in 1971 showed the political clout of the gay community. SIR had become powerful enough for political maneuvering. In 1971 SIR members Jim Foster, Rick Stokes, and Advocate publisher David Goodstein formed the Alice B. Toklas Memorial Democratic Club, known as simply "Alice". Alice befriended liberal politicians to persuade them to sponsor bills, proving successful in 1972 when Del Martin and Phyllis Lyon obtained Feinstein's support for an ordinance outlawing employment discrimination on the basis of sexual orientation. Alice chose Stokes to run for a relatively unimportant seat on the community college board. Though Stokes received 45,000 votes, he was quiet and unassuming, and did not win. Foster, however, shot to national prominence by being the first openly gay man to address a political convention. His speech at the 1972 Democratic National Convention ensured that his voice, according to San Francisco politicians, was the one to be heard when they wanted the opinions, and especially the votes, of the gay community. Milk became more interested in political and civic matters when he was faced with civic problems and policies he disliked. One day in 1973, a state bureaucrat entered Milk's shop Castro Camera and informed him that he owed \$100 as a deposit against state sales tax. Milk was incredulous and traded shouts with the man about the rights of business owners; after he complained for weeks at state offices, the deposit was reduced to \$30. Milk fumed about government priorities when a teacher came into his store to borrow a projector because the equipment in the schools did not function. Friends also remember around the same time having to restrain him from kicking the television while Attorney General John N. Mitchell gave consistent "I don't recall" replies during the Watergate hearings. Milk decided that the time had come to run for city supervisor. He said later, "I finally reached the point where I knew I had to become involved or shut up". ## Campaigns Milk received an icy reception from the gay political establishment in San Francisco. Jim Foster, who had by then been active in gay politics for ten years, resented that the newcomer had asked for his endorsement for a position as prestigious as city supervisor. Foster told Milk, "There's an old saying in the Democratic Party. You don't get to dance unless you put up the chairs. I've never seen you put up the chairs." Milk was furious that Foster had snubbed him for the position, and the conversation marked the beginning of an antagonistic relationship between the "Alice" Club and Harvey Milk. Some gay bar owners, still battling police harassment and unhappy with what they saw as a timid approach by Alice to established authority in the city, decided to endorse him. Milk had drifted through life up to this point, but he found his vocation, according to journalist Frances FitzGerald, who called him a "born politician". At first, his inexperience showed. He tried to do without money, support, or staff, and instead relied on his message of sound financial management, promoting individuals over large corporations and government. He supported the reorganization of supervisor elections from a citywide ballot to district ballots, which was intended to reduce the influence of money and give neighborhoods more control over their representatives in city government. He also ran on a culturally liberal platform, opposing government interference in private sexual matters and favoring the legalization of marijuana. Milk's fiery, flamboyant speeches and savvy media skills earned him a significant amount of press during the 1973 election. He earned 16,900 votes—sweeping the Castro District and other liberal neighborhoods and coming in 10th place out of 32 candidates. Had the elections been reorganized to allow districts to elect their own supervisors, he would have won. ### Mayor of Castro Street From early in his political career, Milk displayed an affinity for building coalitions. The Teamsters wanted to strike against beer distributors—Coors in particular—who refused to sign the union contract. An organizer asked Milk for assistance with gay bars; in return, Milk asked the union to hire more gay drivers. A few days later, Milk canvassed the gay bars in and surrounding the Castro District, urging them to refuse to sell the beer. With the help of a coalition of Arab and Chinese grocers the Teamsters had also recruited, the boycott was successful. Milk found a strong political ally in organized labor, and it was around this time that he began to style himself "The Mayor of Castro Street". As Castro Street's presence grew, so did Milk's reputation. Tom O'Horgan remarked, "Harvey spent most of his life looking for a stage. On Castro Street he finally found it." Tensions were growing between the older citizens of the Most Holy Redeemer Parish and the gays who were entering the Castro District. In 1973, two gay men tried to open an antique shop, but the Eureka Valley Merchants Association (EVMA) attempted to prevent them from receiving a business license. Milk and a few other gay business owners founded the Castro Village Association, with Milk as the president. He often repeated his philosophy that gays should buy from gay businesses. Milk organized the Castro Street Fair in 1974 to attract more customers to the area. More than 5,000 attended, and some of the EVMA members were stunned; they did more business at the Castro Street Fair than on any previous day. ### Serious candidate Although he was a newcomer to the Castro District, Milk had shown leadership in the small community. He was starting to be taken seriously as a candidate and decided to run again for supervisor in 1975. He reconsidered his approach and cut his long hair, swore off marijuana, and vowed never to visit another gay bathhouse again. Milk's campaigning earned the support of the teamsters, firefighters, and construction unions. His store, Castro Camera became the center of activity in the neighborhood. Milk would often pull people off the street to work his campaigns—many discovered later that they just happened to be the type of men Milk found attractive. Milk favored support for small businesses and the growth of neighborhoods. Since 1968, Mayor Alioto had been luring large corporations to the city despite what critics labeled "the Manhattanization of San Francisco". As blue-collar jobs were replaced by the service industry, Alioto's weakened political base allowed for new leadership to be voted into office in the city. In 1975, state senator George Moscone was elected mayor. Moscone had been instrumental in repealing the sodomy law earlier that year in the California State Legislature. He acknowledged Milk's influence in his election by visiting Milk's election night headquarters, thanking Milk personally, and offering him a position as a city commissioner. Milk came in seventh place in the election, only one position away from earning a supervisor seat. Liberal politicians held the offices of the mayor, district attorney, and sheriff. Despite the new leadership in the city, there were still conservative strongholds. In one of Moscone's first acts as mayor, he appointed a police chief to the embattled San Francisco Police Department (SFPD). He chose Charles Gain, against the wishes of the SFPD. Most of the force disliked Gain for criticizing the police in the press for racial insensitivity and alcohol abuse on the job, instead of working within the command structure to change attitudes. By request of the mayor, Gain made it clear that gay police officers would be welcomed in the department; this became national news. Police under Gain expressed their hatred of him, and of the mayor for betraying them. ### Outing of Oliver Sipple Milk's role as a representative of San Francisco's gay community expanded during this period. On September 22, 1975, President Gerald Ford, while visiting San Francisco, walked from his hotel to his car. In the crowd, Sara Jane Moore raised a gun to shoot him. A former Marine who had been walking by grabbed her arm as the gun discharged toward the pavement. The bystander was Oliver "Bill" Sipple, who had left Milk's ex-lover Joe Campbell years before, prompting Campbell's suicide attempt. The national spotlight was on him immediately. On psychiatric disability leave from the military, Sipple refused to call himself a hero and did not want his sexuality disclosed. Milk, however, took advantage of the opportunity to illustrate his cause that public perception of gay people would be improved if they came out of the closet. He told a friend: "It's too good an opportunity. For once we can show that gays do heroic things, not just all that ca-ca about molesting children and hanging out in bathrooms." Milk contacted a newspaper. Several days later Herb Caen, a columnist at The San Francisco Chronicle, exposed Sipple as gay and a friend of Milk's. The announcement was picked up by national newspapers, and Milk's name was included in many of the stories. Time magazine named Milk as a leader in San Francisco's gay community. Sipple was besieged by reporters, as was his family. His mother, a staunch Baptist in Detroit, now refused to speak to him. Although he had been involved with the gay community for years, even participating in Gay Pride events, Sipple sued the Chronicle for invasion of privacy. President Ford sent Sipple a note of thanks for saving his life. Milk said that Sipple's sexual orientation was the reason he received only a note, rather than an invitation to the White House. ### Race for State Assembly Keeping his promise to Milk, newly elected Mayor George Moscone appointed him to the Board of Permit Appeals in 1976, making him the first openly gay city commissioner in the United States. Milk considered seeking a position in the California State Assembly. The district was weighted heavily in his favor, as much of it was based in neighborhoods surrounding Castro Street, where Milk's sympathizers voted. In the previous race for supervisor, Milk received more votes than the currently seated assemblyman. However, Moscone had made a deal with the assembly speaker that another candidate should run—Art Agnos. Furthermore, by order of the mayor, neither appointed nor elected officials were allowed to run a campaign while performing their duties. Milk spent five weeks on the Board of Permit Appeals before Moscone was forced to fire him when he announced he would run for the California State Assembly. Rick Stokes replaced him. Milk's firing, and the backroom deal made between Moscone, the assembly speaker, and Agnos, fueled his campaign as he took on the identity of a political underdog. He railed that high officers in the city and state governments were against him. He complained that the prevailing gay political establishment, particularly the Alice B. Toklas Memorial Democratic Club, were shutting him out; he referred to Jim Foster and Stokes as gay "Uncle Toms". He enthusiastically embraced a local independent weekly magazine's headline: "Harvey Milk vs. The Machine". The Alice B. Toklas Club made no endorsement in the primary—neither Milk nor Agnos—while other gay-aligned clubs and groups endorsed Agnos or did dual endorsements. Milk's continuing campaign, run from the storefront of Castro Camera, was a study in disorganization. Although the older Irish grandmothers and gay men who volunteered were plentiful and happy to send out mass mailings, Milk's notes and volunteer lists were kept on scrap papers. Any time the campaign required funds, the money came from the cash register without any consideration for accounting. The campaign manager's assistant was an 11-year-old neighborhood girl. Milk himself was hyperactive and prone to fantastic outbursts of temper, only to recover quickly and shout excitedly about something else. Many of his rants were directed at his lover, Scott Smith, who was becoming disillusioned with the man who was no longer the laid-back hippie he had fallen in love with. If the candidate was manic, he was also dedicated and filled with good humor, and he had a particular genius for getting media attention. He spent long hours registering voters and shaking hands at bus stops and movie theater lines. He took whatever opportunity came along to promote himself. He thoroughly enjoyed campaigning, and his success was evident. With the large numbers of volunteers, he had dozens at a time stand along the busy thoroughfare of Market Street as human billboards, holding "Milk for Assembly" signs while commuters drove into the heart of the city to work. He distributed his campaign literature anywhere he could, including one of the most influential political groups in the city, the Peoples Temple. Milk accepted Temple volunteers to work his phones. On February 19, 1978, Milk wrote a letter to President Jimmy Carter defending cult leader Jim Jones as "a man of the highest character" when asked. Milk's relationship with the Temple was similar to other politicians' in Northern California. According to The San Francisco Examiner, Jones and his parishioners were a "potent political force", helping to elect Moscone (who appointed him to the Housing Authority), District Attorney Joseph Freitas, and Sheriff Richard Hongisto. When Milk learned Jones was backing both him and Art Agnos in 1976, he told friend Michael Wong, "Well fuck him. I'll take his workers, but, that's the game Jim Jones plays." But to his volunteers, he said: "Make sure you're always nice to the Peoples Temple. If they ask you to do something, do it, and then send them a note thanking them for asking you to do it." The race was close, and Milk lost by fewer than 4,000 votes. Agnos taught Milk a valuable lesson when he criticized Milk's campaign speeches as "a downer ... You talk about how you're gonna throw the bums out, but how are you gonna fix things—other than beat me? You shouldn't leave your audience on a down." In the wake of his loss, Milk, realizing that the Toklas Club would never support him politically, co-founded the San Francisco Gay Democratic Club. ## Broader historical forces The fledgling gay rights movement had yet to meet organized opposition in the U.S. In 1977 a few well-connected gay activists in Miami, Florida, were able to pass a civil rights ordinance that made discrimination based on sexual orientation illegal in Dade County. A well-organized group of conservative fundamentalist Christians responded, headed by singer Anita Bryant. Their campaign was titled Save Our Children, and Bryant claimed the ordinance infringed her right to teach her children Biblical morality. Bryant and the campaign gathered 64,000 signatures to put the issue to a county-wide vote. With funds raised in part by the Florida Citrus Commission, for which Bryant was the spokeswoman, they ran television advertisements that contrasted the Orange Bowl Parade with San Francisco's Gay Freedom Day Parade, stating that Dade County would be turned into a "hotbed of homosexuality" where "men ... cavort with little boys". Jim Foster, then the most powerful political organizer in San Francisco, went to Miami to assist gay activists there as election day neared, and a nationwide boycott of orange juice was organized. The message of the Save Our Children campaign was influential, and the result was an overwhelming defeat for gay activists; in the largest turnout in any special election in the history of Dade County, 70% voted to repeal the law. ### "Just politics" Christian conservatives were inspired by their victory, and saw an opportunity for a new, effective political cause. Gay activists were shocked to see how little support they received. An impromptu demonstration of over 3,000 Castro residents formed the night of the Dade County ordinance vote. Gay men and lesbians were simultaneously angry, chanting "Out of the bars and into the streets!", and elated at their passionate and powerful response. The San Francisco Examiner reported that members of the crowd pulled others out of bars along Castro and Polk Streets to "deafening" cheers. Milk led marchers that night on a five-mile (8 km) course through the city, constantly moving, aware that if they stopped for too long there would be a riot. He declared, "This is the power of the gay community. Anita's going to create a national gay force." Activists had little time to recover, however, as the scenario replayed itself when civil rights ordinances were overturned by voters in Saint Paul, Minnesota; Wichita, Kansas; and Eugene, Oregon, throughout 1977 and into 1978. California State Senator John Briggs saw an opportunity in the Christian fundamentalists' campaign. He was hoping to be elected governor of California in 1978, and was impressed with the voter turnout he saw in Miami. When Briggs returned to Sacramento, he wrote a bill that would ban gays and lesbians from teaching in public schools throughout California. Briggs claimed in private that he had nothing against gays, telling gay journalist Randy Shilts, "It's politics. Just politics." Random attacks on gays rose in the Castro. When the police response was considered inadequate, groups of gays patrolled the neighborhood themselves, on alert for attackers. On June 21, 1977, a gay man named Robert Hillsborough died from 15 stab wounds while his attackers gathered around him and chanted "Faggot!" Both Mayor Moscone and Hillsborough's mother blamed Anita Bryant and John Briggs. One week prior to the incident, Briggs had held a press conference at San Francisco City Hall where he called the city a "sexual garbage heap" because of homosexuals. Weeks later, 250,000 people attended the 1977 San Francisco Gay Freedom Day Parade, the largest attendance at any Gay Pride event to that point. In November 1976, voters in San Francisco decided to reorganize supervisor elections to choose supervisors from neighborhoods instead of voting for them in citywide ballots. Harvey Milk quickly qualified as the leading candidate in District 5, surrounding Castro Street. ### Last campaign Anita Bryant's public campaign opposing homosexuality and the multiple challenges to gay rights ordinances across the United States fueled gay politics in San Francisco. Seventeen candidates from the Castro District entered the next race for supervisor; more than half of them were gay. The New York Times ran an exposé on the veritable invasion of gay people into San Francisco, estimating that the city's gay population was between 100,000 and 200,000 out of a total 750,000. The Castro Village Association had grown to 90 businesses; the local bank, formerly the smallest branch in the city, had become the largest and was forced to build a wing to accommodate its new customers. Milk biographer Randy Shilts noted that "broader historical forces" were fueling his campaign. Milk's most successful opponent was the quiet and thoughtful lawyer Rick Stokes, who was backed by the Alice B. Toklas Memorial Democratic Club. Stokes had been open about his homosexuality long before Milk had, and had experienced more severe treatment, once hospitalized and forced to endure electroshock therapy to 'cure' him. Milk, however, was more expressive about the role of gay people and their issues in San Francisco politics. Stokes was quoted saying, "I'm just a businessman who happens to be gay," and expressed the view that any normal person could also be homosexual. Milk's contrasting populist philosophy was relayed to The New York Times: "We don't want sympathetic liberals, we want gays to represent gays ... I represent the gay street people—the 14-year-old runaway from San Antonio. We have to make up for hundreds of years of persecution. We have to give hope to that poor runaway kid from San Antonio. They go to the bars because churches are hostile. They need hope! They need a piece of the pie!" Other causes were also important to Milk: he promoted larger and less expensive child care facilities, free public transportation, and the development of a board of civilians to oversee the police. He advanced important neighborhood issues at every opportunity. Milk used the same manic campaign tactics as in previous races: human billboards, hours of handshaking, and dozens of speeches calling on gay people to have hope. This time, even The San Francisco Chronicle endorsed him for supervisor. On election day, November 8, 1977, he won by 30% against sixteen other candidates, and after his victory became apparent, he arrived on Castro Street on the back of his campaign manager's motorcycle—escorted by Sheriff Richard Hongisto—to what a newspaper story described as a "tumultuous and moving welcome". Milk had recently taken a new lover, a young man named Jack Lira, who was frequently drunk in public, and just as often escorted out of political events by Milk's aides. Since the race for the California State Assembly, Milk had been receiving increasingly violent death threats. Concerned that his raised profile marked him as a target for assassination, he recorded on tape his thoughts, and whom he wanted to succeed him if he were killed, adding: "If a bullet should enter my brain, let that bullet destroy every closet door". ## Supervisor Milk's swearing-in made national headlines, as he became the first non-incumbent openly gay man in the United States to win an election for public office. He likened himself to pioneering African American baseball player Jackie Robinson and walked to City Hall arm in arm with Jack Lira, stating "You can stand around and throw bricks at Silly Hall or you can take it over. Well, here we are." The Castro District was not the only neighborhood to promote someone new to city politics. Sworn in with Milk were also a single mother (Carol Ruth Silver), a Chinese American (Gordon Lau), and an African American woman (Ella Hill Hutch)—all firsts for the city. Daniel White, a former police officer and firefighter, was also a first-time supervisor, and he spoke of how proud he was that his grandmother was able to see him sworn in. Milk's energy, affinity for pranking, and unpredictability at times exasperated Board of Supervisors President Dianne Feinstein. In his first meeting with Mayor Moscone, Milk called himself the "number one queen" and dictated to Moscone that he would have to go through Milk instead of the Alice B. Toklas Memorial Democratic Club if he wanted the city's gay votes—a quarter of San Francisco's voting population. Milk also became Moscone's closest ally on the Board of Supervisors. The biggest targets of Milk's ire were large corporations and real estate developers. He fumed when a parking garage was slated to take the place of homes near the downtown area, and tried to pass a commuter tax so office workers who lived outside the city and drove into work would have to pay for city services they used. Milk was often willing to vote against Feinstein and other more tenured members of the board. In one controversy early in his term, Milk agreed with fellow Supervisor Dan White, whose district was located two miles south of the Castro, that a mental health facility for troubled adolescents should not be placed there. After Milk learned more about the facility, he decided to switch his vote, ensuring White's loss on the issue—a particularly poignant cause that White championed while campaigning. White did not forget it. He opposed every initiative and issue Milk supported. Milk began his tenure by sponsoring a civil rights bill that outlawed discrimination based on sexual orientation. The ordinance was called the "most stringent and encompassing in the nation", and its passing demonstrated "the growing political power of homosexuals", according to The New York Times. Only Supervisor White voted against it; Mayor Moscone enthusiastically signed it into law with a light blue pen that Milk had given him for the occasion. Another bill Milk concentrated on was designed to solve the number one problem according to a recent citywide poll: dog excrement. Within a month of being sworn in, he began to work on a city ordinance to require dog owners to scoop their pets' feces. Dubbed the "pooper scooper law", its authorization by the Board of Supervisors was covered extensively by television and newspapers in San Francisco. Anne Kronenberg, Milk's campaign manager, called him "a master at figuring out what would get him covered in the newspaper". He invited the press to Duboce Park to explain why it was necessary, and while cameras were rolling, stepped in the offending substance, seemingly by mistake. His staffers knew he had been at the park for an hour before the press conference looking for the right place to walk in front of the cameras. It earned him the most fan mail of his tenure in politics and went out on national news releases. Milk had grown tired of Lira's drinking and considered breaking up with him when Lira called a few weeks later and demanded Milk come home. When Milk arrived, he found Lira had hanged himself. Already prone to severe depression, Lira had attempted suicide previously. One of the notes he left for Milk indicated he was upset about the Anita Bryant and John Briggs campaigns. ### Briggs Initiative John Briggs was forced to drop out of the 1978 race for California governor, but received enthusiastic support for Proposition 6, dubbed the Briggs Initiative. The proposed law would have made firing gay teachers—and any public school employees who supported gay rights—mandatory. Briggs' messages supporting Proposition 6 were pervasive throughout California, and Harvey Milk attended every event Briggs hosted. Milk campaigned against the bill throughout the state as well, and swore that even if Briggs won California, he would not win San Francisco. In their numerous debates, which toward the end had been honed to quick back-and-forth banter, Briggs maintained that homosexual teachers wanted to abuse and recruit children. Milk responded with statistics compiled by law enforcement that provided evidence that pedophiles identified primarily as heterosexual, and dismissed Briggs' assertions with one-liner jokes: "If it were true that children mimicked their teachers, you'd sure have a helluva lot more nuns running around." Attendance at Gay Pride marches during the summer of 1978 in Los Angeles and San Francisco swelled. An estimated 250,000 to 375,000 attended San Francisco's Gay Freedom Day Parade; newspapers claimed the higher numbers were due to John Briggs. Organizers asked participants to carry signs indicating their hometowns for the cameras, to show how far people came to live in the Castro District. Milk rode in an open car carrying a sign saying "I'm from Woodmere, N.Y." He gave a version of what became his most famous speech, the "Hope Speech", that The San Francisco Examiner said "ignited the crowd": > On this anniversary of Stonewall, I ask my gay sisters and brothers to make the commitment to fight. For themselves, for their freedom, for their country ... We will not win our rights by staying quietly in our closets ... We are coming out to fight the lies, the myths, the distortions. We are coming out to tell the truths about gays, for I am tired of the conspiracy of silence, so I'm going to talk about it. And I want you to talk about it. You must come out. Come out to your parents, your relatives. Despite the losses in battles for gay rights across the country that year, he remained optimistic, saying "Even if gays lose in these initiatives, people are still being educated. Because of Anita Bryant and Dade County, the entire country was educated about homosexuality to a greater extent than ever before. The first step is always hostility, and after that you can sit down and talk about it." Citing the potential infringements on individual rights, former governor of California Ronald Reagan voiced his opposition to the proposition, as did Governor Jerry Brown and President Jimmy Carter, the latter in an afterthought following a speech he gave in Sacramento. On November 7, 1978, the proposition lost by more than a million votes, astounding gay activists on election night. In San Francisco, 75 percent voted against it. ## Assassination On November 10, 1978 (10 months after he was sworn in), Dan White resigned his position on the San Francisco Board of Supervisors, saying that his annual salary of \$9,600 was not enough to support his family. Within days, White requested that his resignation be withdrawn and he be reinstated, and Mayor Moscone initially agreed. However, further consideration—and intervention by other supervisors—convinced Moscone to appoint someone more in line with the growing ethnic diversity of White's district and the liberal leanings of the Board of Supervisors. On November 18 and 19, news broke of the mass suicide of 900 members of the Peoples Temple. The cult had relocated from San Francisco to Guyana. California Representative Leo Ryan was in Jonestown to check on the remote community, and he was killed by gunfire at an airstrip as he tried to escape the tense situation. Dan White remarked to two aides who were working for his reinstatement, "You see that? One day I'm on the front page and the next I'm swept right off." Moscone planned to announce White's replacement on November 27, 1978. A half hour before the press conference, White avoided metal detectors by entering City Hall through a basement window and went to Moscone's office, where witnesses heard shouting followed by gunshots. White shot Moscone in the shoulder and chest, then twice in the head. White then quickly walked to his former office, reloading his police-issue revolver with hollow-point bullets along the way, and intercepted Milk, asking him to step inside for a moment. Dianne Feinstein heard gunshots and called police, then found Milk face down on the floor, shot five times, including twice in the head. Soon after, she announced to the press, "Today San Francisco has experienced a double tragedy of immense proportions. As President of the Board of Supervisors, it is my duty to inform you that both Mayor Moscone and Supervisor Harvey Milk have been shot and killed, and the suspect is Supervisor Dan White." Milk was 48 years old. Moscone was 49. Within an hour, White called his wife from a nearby diner; she met him at a church and was with him when he turned himself in. Many people left flowers on the steps of City Hall, and that evening 25,000 to 40,000 formed a spontaneous candlelight march from Castro Street to City Hall. The next day, the bodies of Moscone and Milk were brought to the City Hall rotunda where mourners paid their respects. Six thousand mourners attended a service for Mayor Moscone at St. Mary's Cathedral. Two memorials were held for Milk; a small one at Temple Emanu-El and a more boisterous one at the Opera House. ### "City in agony" In the wake of the Jonestown suicides, Moscone had recently increased security at City Hall. Cult survivors recounted drills for suicide preparations that Jones had called "White Nights". Rumors about the murders of Moscone and Milk were fueled by the coincidence of Dan White's name and Jones's suicide preparations. A stunned District Attorney called the assassinations so close to the news about Jonestown "incomprehensible", but denied any connection. Governor Jerry Brown ordered all flags in California to be flown at half staff, and called Milk a "hard-working and dedicated supervisor, a leader of San Francisco's gay community, who kept his promise to represent all his constituents". President Jimmy Carter expressed his shock at both murders and sent his condolences. Speaker of the California Assembly Leo McCarthy called it "an insane tragedy". "A City in Agony" topped the headlines in The San Francisco Examiner the day after the murders; inside the paper stories of the assassinations under the headline "Black Monday" were printed back to back with updates of bodies being shipped home from Guyana. An editorial describing "A city with more sadness and despair in its heart than any city should have to bear" went on to ask how such tragedies could occur, particularly to "men of such warmth and vision and great energies". Dan White was charged with two counts of murder and held without bail, eligible for the death penalty owing to the recent passage of a statewide proposition that allowed death or life in prison for the murder of a public official. One analysis of the months surrounding the murders called 1978 and 1979: "the most emotionally devastating years in San Francisco's fabulously spotted history". The 32-year-old White, who had been in the Army during the Vietnam War, had run on a tough anti-crime platform in his district. Colleagues declared him a high-achieving "all-American boy". He was to have received an award the next week for rescuing a woman and child from a 17-story burning building when he was a firefighter in 1977. Though he was the only supervisor to vote against Milk's gay rights ordinance earlier that year, he had been quoted as saying, "I respect the rights of all people, including gays". Milk and White at first got along well. One of White's political aides (who was gay) remembered, "Dan had more in common with Harvey than he did with anyone else on the board". White had voted to support a center for gay seniors, and to honor Phyllis Lyon and Del Martin's 25th anniversary and pioneering work. After Milk's vote for the mental health facility in White's district, however, White refused to speak with Milk and communicated with only one of Milk's aides. Other acquaintances remembered White as very intense. "He was impulsive ... He was an extremely competitive man, obsessively so ... I think he could not take defeat," San Francisco's assistant fire chief told reporters. White's first campaign manager quit in the middle of the campaign, and told a reporter that White was an egotist and it was clear that he was antigay, though he denied it in the press. White's associates and supporters described him "as a man with a pugilistic temper and an impressive capacity for nurturing a grudge". The aide who had handled communications between White and Milk remembered, "Talking to him, I realized that he saw Harvey Milk and George Moscone as representing all that was wrong with the world". When Milk's friends looked in his closet for a suit for his casket, they learned how much he had been affected by the recent decrease in his income as a supervisor. All of his clothes were coming apart and all of his socks had holes. His remains were cremated and his ashes were split. His closest friends scattered most of the ashes in San Francisco Bay. Other ashes were encapsulated and buried beneath the sidewalk in front of 575 Castro Street, where Castro Camera had been located. There is a memorial to Milk at the Neptune Society Columbarium, ground floor, San Francisco, California. Harry Britt, one of four people Milk listed on his tape as an acceptable replacement should he be assassinated, was chosen to fill that position by the city's acting mayor, Dianne Feinstein. ### Trial and conviction Dan White's arrest and trial caused a sensation and illustrated severe tensions between the liberal population and the city police. The San Francisco Police were mostly working-class Irish descendants who intensely disliked the growing gay immigration as well as the liberal direction of the city government. After White turned himself in and confessed, he sat in his cell while his former colleagues on the police force told Harvey Milk jokes; police openly wore "Free Dan White" T-shirts in the days after the murder. An undersheriff for San Francisco later stated: "The more I observed what went on at the jail, the more I began to stop seeing what Dan White did as the act of an individual and began to see it as a political act in a political movement." White showed no remorse for his actions, and exhibited vulnerability only during an eight-minute call to his mother from jail. The jury for White's trial consisted of white middle-class San Franciscans who were mostly Catholic; gays and ethnic minorities were excused from the jury pool. Some of the members of the jury cried when they heard White's tearful recorded confession, at the end of which the interrogator thanked White for his honesty. White's defense attorney, Doug Schmidt, argued that his client was not responsible for his actions; Schmidt used the legal defense known as diminished capacity: "Good people, fine people, with fine backgrounds, simply don't kill people in cold blood." Schmidt tried to prove that White's anguished mental state was a result of manipulation by the politicos in City Hall who had consistently disappointed and confounded him, finally promising to give his job back only to refuse him again. Schmidt said that White's mental deterioration was demonstrated and exacerbated by his junk food binge the night before the murders, since he was usually known to have been health-food conscious. Area newspapers quickly dubbed it the Twinkie defense. White was acquitted of the first degree murder charge on May 21, 1979, but found guilty of voluntary manslaughter of both victims, and he was sentenced to serve seven and two-thirds years. With the sentence reduced for time served and good behavior, he would be released in five. He cried when he heard the verdict. ### White Night riots Acting Mayor Feinstein, Supervisor Carol Ruth Silver, and Milk's successor Harry Britt condemned the jury's decision. When the verdict was announced over the police radio, someone sang "Danny Boy" on the police band. A surge of people from the Castro District walked again to City Hall, chanting "Avenge Harvey Milk" and "He got away with murder". Pandemonium rapidly escalated as rocks were hurled at the front doors of the building. Milk's friends and aides tried to stop the destruction, but the mob of more than 3,000 ignored them and lit police cars on fire. They shoved a burning newspaper dispenser through the broken doors of City Hall, then cheered as the flames grew. One of the rioters responded to a reporter's question about why they were destroying parts of the city: "Just tell people that we ate too many Twinkies. That's why this is happening." The chief of police ordered the police not to retaliate, but to hold their ground. The White Night riots, as they became known, lasted several hours. Later that evening, several police cruisers filled with officers wearing riot gear arrived at the Elephant Walk Bar on Castro Street. Harvey Milk's protégé Cleve Jones and a reporter for the San Francisco Chronicle, Warren Hinckle, watched as officers stormed into the bar and began to beat patrons at random. After a 15-minute melee, they left the bar and struck out at people walking along the street. After the verdict, District Attorney Joseph Freitas faced a furious gay community to explain what had gone wrong. The prosecutor admitted to feeling sorry for White before the trial, and neglected to ask the interrogator who had recorded White's confession (and who was a childhood friend of White's and his police softball team coach) about his biases and the support White received from the police because, he said, he did not want to embarrass the detective in front of his family in court. Nor did Freitas question White's frame of mind or lack of a history of mental illness, or bring into evidence city politics, suggesting that revenge may have been a motive. Supervisor Carol Ruth Silver testified on the last day of the trial that White and Milk were not friendly, yet she had contacted the prosecutor and insisted on testifying. It was the only testimony the jury heard about their strained relationship. Freitas blamed the jury who he claimed had been "taken in by the whole emotional aspect of [the] trial". ### Aftermath The murders of Milk and Moscone and White's trial changed city politics and the California legal system. In 1980, San Francisco ended district supervisor elections, fearing that a Board of Supervisors so divisive would be harmful to the city and that they had been a factor in the assassinations. A grassroots neighborhood effort to restore district elections in the mid-1990s proved successful, and the city returned to neighborhood representatives in 2000. As a result of Dan White's trial, California voters changed the law to reduce the likelihood of acquittals of accused who knew what they were doing but claimed their capacity was impaired. Diminished capacity was abolished as a defense to a charge, but courts allowed evidence of it when deciding whether to incarcerate, commit, or otherwise punish a convicted defendant. The "Twinkie defense" has entered American mythology, popularly described as a case where a murderer escapes justice because he binged on junk food, simplifying White's lack of political savvy, his relationships with George Moscone and Harvey Milk, and what San Francisco Chronicle columnist Herb Caen described as his "dislike of homosexuals". Dan White served just over five years for the double homicide of Moscone and Milk; he was released from prison on January 7, 1984. On October 21, 1985, White was found dead in a running car in his ex-wife's garage, having committed suicide by carbon monoxide poisoning. He was 39 years old. His defense attorney told reporters that he had been despondent over the loss of his family and the situation he had caused, adding, "This was a sick man." ## Legacy Milk's political career centered on making government responsive to individuals, gay liberation, and the importance of neighborhoods to the city. At the onset of each campaign, an issue was added to Milk's public political philosophy. His 1973 campaign focused on the first point, that as a small business owner in San Francisco—a city dominated by large corporations that had been courted by municipal government—his interests were being overlooked because he was not represented by a large financial institution. Although he did not hide the fact that he was gay, it did not become an issue until his race for the California State Assembly in 1976. It was brought to the fore in the supervisor race against Rick Stokes, as it was an extension of his ideas of individual freedom. Milk strongly believed that neighborhoods promoted unity and a small-town experience, and that the Castro should provide services to all its residents. He opposed the closing of an elementary school; even though most gay people in the Castro did not have children, Milk saw his neighborhood having the potential to welcome everyone. He told his aides to concentrate on fixing potholes and boasted that 50 new stop signs had been installed in District 5. Responding to city residents' largest complaint about living in San Francisco—dog feces—Milk made it a priority to enact the ordinance requiring dog owners to take care of their pets' droppings. Randy Shilts noted, "some would claim Harvey was a socialist or various other sorts of ideologues, but, in reality, Harvey's political philosophy was never more complicated than the issue of dogshit; government should solve people's basic problems." Karen Foss, a communications professor at the University of New Mexico, attributes Milk's impact on San Francisco politics to the fact that he was unlike anyone else who had held public office in the city. She writes, "Milk happened to be a highly energetic, charismatic figure with a love of theatrics and nothing to lose ... Using laughter, reversal, transcendence, and his insider/outsider status, Milk helped create a climate in which dialogue on issues became possible. He also provided a means to integrate the disparate voices of his various constituencies." Milk had been a rousing speaker since he began campaigning in 1973, and his oratory skills only improved after he became City Supervisor. His most famous talking points became known as the "Hope Speech", which became a staple throughout his political career. It opened with a play on the accusation that gay people recruit impressionable youth into their numbers: "My name is Harvey Milk—and I want to recruit you." A version of the Hope Speech that he gave near the end of his life was considered by his friends and aides to be the best, and the closing the most effective: > And the young gay people in the Altoona, Pennsylvanias and the Richmond, Minnesotas who are coming out and hear Anita Bryant in television and her story. The only thing they have to look forward to is hope. And you have to give them hope. Hope for a better world, hope for a better tomorrow, hope for a better place to come to if the pressures at home are too great. Hope that all will be all right. Without hope, not only gays, but the blacks, the seniors, the handicapped, the us'es, the us'es will give up. And if you help elect to the central committee and other offices, more gay people, that gives a green light to all who feel disenfranchised, a green light to move forward. It means hope to a nation that has given up, because if a gay person makes it, the doors are open to everyone. In the last year of his life, Milk emphasized that gay people should be more visible to help to end the discrimination and violence against them. Although Milk had not come out to his mother before her death many years before, in his final statement during his taped prediction of his assassination, he urged others to do so: > I cannot prevent anyone from getting angry, or mad, or frustrated. I can only hope that they'll turn that anger and frustration and madness into something positive, so that two, three, four, five hundred will step forward, so the gay doctors will come out, the gay lawyers, the gay judges, gay bankers, gay architects ... I hope that every professional gay will say 'enough', come forward and tell everybody, wear a sign, let the world know. Maybe that will help. However, Milk's assassination has become entwined with his political efficacy, partly because he was killed at the zenith of his popularity. Historian Neil Miller writes, "No contemporary American gay leader has yet to achieve in life the stature Milk found in death." His legacy has become ambiguous; Randy Shilts concludes his biography writing that Milk's success, murder, and the inevitable injustice of White's verdict represented the experience of all gays. Milk's life was "a metaphor for the homosexual experience in America". According to Frances FitzGerald, Milk's legend has been unable to be sustained as no one appeared able to take his place in the years after his death: "The Castro saw him as a martyr but understood his martyrdom as an end rather than a beginning. He had died, and with him a great deal of the Castro's optimism, idealism, and ambition seemed to die as well. The Castro could find no one to take his place in its affections, and possibly wanted no one." On the 20th anniversary of Milk's death, historian John D'Emilio said, "The legacy that I think he would want to be remembered for is the imperative to live one's life at all times with integrity." For a political career so short, Cleve Jones attributes more to his assassination than his life: "His murder and the response to it made permanent and unquestionable the full participation of gay and lesbian people in the political process." ### Tributes and media The City of San Francisco has paid tribute to Milk by naming several locations after him. Where Market and Castro streets intersect in San Francisco flies an enormous Gay Pride flag, situated in Harvey Milk Plaza. The San Francisco Gay Democratic Club changed its name to the Harvey Milk Memorial Gay Democratic Club in 1978 (it is currently named the Harvey Milk Lesbian, Gay, Bisexual, Transgender Democratic Club) and boasts that it is the largest Democratic organization in San Francisco. In April 2018, the San Francisco Board of Supervisors and mayor Mark Farrell approved and signed legislation renaming Terminal 1 at San Francisco International Airport after Milk, and planned to install artwork memorializing him. This followed a previous attempt to rename the entire airport after him, which was turned down. Officially opening on July 23, 2019, Harvey Milk Terminal 1 is the world's first airport terminal named after a leader of the LGBTQ community. In New York City, Harvey Milk High School is a school program for at-risk youth that concentrates on the needs of gay, lesbian, bisexual, and transgender students and operates out of the Hetrick Martin Institute. In July 2016, US Secretary of the Navy Ray Mabus advised Congress that he intended to name the second ship of the Military Sealift Command's John Lewis-class oilers USNS Harvey Milk. All ships of the class are to be named after civil rights leaders. In November 2021 the ship was launched. In response to a grassroots effort, in June 2018 the city council of Portland, Oregon, voted to rename a thirteen-block southwestern section of Stark Street to Harvey Milk Street. The mayor, Ted Wheeler, declared that it "sends a signal that we are an open and a welcoming and an inclusive community". In 1982, freelance reporter Randy Shilts completed his first book: a biography of Milk, titled The Mayor of Castro Street. Shilts wrote the book while unable to find a steady job as an openly gay reporter. The Times of Harvey Milk, a documentary film based on the book's material, won the 1984 Academy Award for Documentary Feature. Director Rob Epstein spoke later about why he chose the subject of Milk's life: "At the time, for those of us who lived in San Francisco, it felt like it was life changing, that all the eyes of the world were upon us, but in fact most of the world outside of San Francisco had no idea. It was just a really brief, provincial, localized current events story that the mayor and a city council member in San Francisco were killed. It didn't have much reverberation." Milk was also the subject of Helene Meyers work, "Got Jewish Milk: Screening Epstein and Van Sant for Intersectional Film History", which explored the contemporary depiction of Milk and his "Jewishness". Milk's life has been the subject of a musical theater production; an eponymous opera; a cantata; a children's picture book; a French-language historical novel for young-adult readers; and the biopic Milk, released in 2008 after 15 years in the making. The film was directed by Gus Van Sant and starred Sean Penn as Milk and Josh Brolin as Dan White, and won two Academy Awards for Best Original Screenplay and Best Actor. It took eight weeks to film, and often used extras who had been present at the actual events for large crowd scenes, including a scene depicting Milk's "Hope Speech" at the 1978 Gay Freedom Day Parade. Milk was included in the "Time 100 Heroes and Icons of the 20th Century" as "a symbol of what gays can accomplish and the dangers they face in doing so". Despite his antics and publicity stunts, according to writer John Cloud, "none understood how his public role could affect private lives better than Milk ... [he] knew that the root cause of the gay predicament was invisibility". The Advocate listed Milk third in their "40 Heroes" of the 20th century issue, quoting Dianne Feinstein: "His homosexuality gave him an insight into the scars which all oppressed people wear. He believed that no sacrifice was too great a price to pay for the cause of human rights." In August 2009, President Barack Obama posthumously awarded Milk the Presidential Medal of Freedom for his contribution to the gay rights movement stating "he fought discrimination with visionary courage and conviction". Milk's nephew Stuart accepted for his uncle. Shortly after, Stuart co-founded the Harvey Milk Foundation with Anne Kronenberg with the support of Desmond Tutu, co-recipient of 2009 Presidential Medal of Freedom and now a member of the Foundation's advisory board. Later in the year, California governor Arnold Schwarzenegger designated May 22 as Harvey Milk Day and inducted Milk in the California Hall of Fame. Since 2003, the story of Harvey Milk has been featured in three exhibitions created by the GLBT Historical Society, a San Francisco–based museum, archives, and research center, to which the estate of Scott Smith donated Milk's personal belongings that were preserved after his death. On May 22, 2014, the United States Postal Service issued a postage stamp honoring Harvey Milk, the first openly LGBT political official to receive this honor. The stamp features a photo taken in front of Milk's Castro Camera store and was unveiled on what would have been his 84th birthday. Harry Britt summarized Milk's impact the evening Milk was shot in 1978: "No matter what the world has taught us about ourselves, we can be beautiful and we can get our thing together ... Harvey was a prophet ... he lived by a vision ... Something very special is going to happen in this city and it will have Harvey Milk's name on it." In 2010, radio producer JD Doyle aired the two-hour Harvey Milk Music on his Queer Music Heritage radio program. The mission of the broadcast was to gather music about and inspired by the Harvey Milk story. That broadcast and playlist of songs is archived online. Milk was inducted in 2012 into the Legacy Walk, an outdoor public display in Chicago which celebrates LGBT history and people. He was named one of the inaugural fifty American "pioneers, trailblazers, and heroes" inducted on the National LGBTQ Wall of Honor within the Stonewall National Monument (SNM) in New York City's Stonewall Inn. Paris named a square Place Harvey-Milk in Le Marais in 2019. The USNS Harvey Milk, a United States Navy oiler launched on 6 November 2021, bears his name: it is the first U.S. Navy ship named for an openly gay leader. In July 2016, United States Secretary of the Navy Ray Mabus advised Congress that he intended to name the Military Sealift Command's John Lewis-class oilers after prominent civil rights leaders, with the second to be named for gay rights activist Harvey Milk. Milk served in the U.S. Navy during the Korean War aboard the submarine rescue ship USS Kittiwake (ASR-13) and held the rank of lieutenant (junior grade) at the time that he was forced to accept an "other than honorable" discharge rather than face a court martial for his homosexuality. The ship was officially named at a ceremony in San Francisco on 16 August 2016, generating some controversy considering Milk's antiwar stance later in his life. It is the first U.S. Navy ship named for an openly gay leader. The first cut of steel occurred on 13 December 2019, marking the beginning of construction of the vessel. ## See also - LGBT culture in San Francisco - LGBT social movements - List of assassinated American politicians - List of civil rights leaders - Kathy Kozachenko - The Mayor of Castro Street
699,650
Joseph B. Foraker
1,155,087,594
American politician and military officer (1846–1917)
[ "1846 births", "1917 deaths", "19th-century American judges", "19th-century American politicians", "20th-century American politicians", "Burials at Spring Grove Cemetery", "Candidates in the 1908 United States presidential election", "Cornell University alumni", "Judges of the Superior Court of Cincinnati", "Ohio University trustees", "Ohio Wesleyan University alumni", "People from Highland County, Ohio", "People of Ohio in the American Civil War", "Politicians from Cincinnati", "Republican Party United States senators from Ohio", "Republican Party governors of Ohio", "Union Army officers" ]
Joseph Benson Foraker (July 5, 1846 – May 10, 1917) was an American politician of the Republican Party who served as the 37th governor of Ohio from 1886 to 1890 and as a United States senator from Ohio from 1897 until 1909. Foraker was born in rural Ohio; he enlisted at the age of 16 in the Union Army during the American Civil War. He fought for almost three years, attaining the rank of captain. After the war, he was a member of Cornell University's first graduating class, and became a lawyer. He was elected a judge in 1879 and became well known as a political speaker. He was defeated in his first run for the governorship in 1883, but was elected two years later. As Ohio governor, he built an alliance with the Republican Party "boss" Mark Hanna, but fell out with him in 1888. Foraker was defeated for reelection in 1889, but was elected U.S. senator by the Ohio General Assembly in 1896, after an unsuccessful bid for that office in 1892. In the Senate, he supported the Spanish–American War and the annexation of the Philippines and Puerto Rico; the Foraker Act gave Puerto Rico its first civil government under American rule. He came to differ with President Theodore Roosevelt over railroad regulation and political patronage. Their largest disagreement was over the Brownsville Affair, in which black soldiers were accused of terrorizing a Texas town, and Roosevelt dismissed the entire battalion. Foraker zealously opposed Roosevelt's actions as unfair, and fought for the soldiers' reinstatement. The two men's disagreement broke out into an angry confrontation at the 1907 Gridiron Dinner, after which Roosevelt worked to defeat Foraker's re-election bid. Foraker died in 1917; in 1972, the Army reversed the dismissals and cleared the soldiers. Mount Foraker, the second highest peak in the Alaska Range, and the third highest peak in the United States, was named for him in 1899. ## Early life and career ### Boyhood and Civil War Joseph Benson Foraker was born on July 5, 1846, on a farm about one mile (1.6 km) north of Rainsboro, Ohio, in Highland County. He was the son of Henry and Margaret (Reece) Foraker, and one of 11 children, of whom nine reached adulthood. Henry Foraker was the first in his line (said to descend from Devon in England, though with German and Scots-Irish influences) to spell his name that way; his father, named John, had spelled it as "Fouracre", or sometimes as "Foreacer". David Reece, Joseph's maternal grandfather, was of English descent and had come from Grayson County, Virginia, to become a miller and farmer. The house in which Joseph Foraker was born was a comfortable two-story residence; his later campaign publications often depicted it as a log cabin. When Joseph was age 2, David Reece died, and the Foraker family purchased the mill and adjacent farm. There, Joseph grew up as a typical farm boy. He received little formal education, attending the local school for three or four months each winter. Nevertheless, young Joseph acquired a taste for military history, and a gift for speaking. He also became interested in politics; at age 10, he became an adherent of the newly formed Republican Party. Four years later, he supported the Republican candidate, former Illinois representative Abraham Lincoln, in the 1860 presidential race, marching in processions of the Wide Awakes and other pro-Lincoln groups, and attending as many rallies as he could. Impressed enough by one speaker to follow him to a neighboring town, he learned not to make the same speech twice in two days—at least, not in venues close to each other. In October 1861, Foraker left his parents' home to go to the county seat of Hillsboro where he was to live with his uncle, James Reece, auditor of Highland County, and work as a clerk in his office. He was sent to replace his older brother, Burch, by then enlisted in the Union Army as the American Civil War was raging. Foraker noted in his memoirs that while his time as auditor's clerk greatly improved his penmanship, it also brought him into contact with many county officials, teaching him how a government worked. The young clerk was impressed by his brother's letters home, and was anxious to join the army despite his youth. Soon after his 16th birthday, Joseph Foraker learned that a family friend was organizing a volunteer company, and sought to enlist. His uncle gave reluctant consent, and on July 14, 1862, Foraker was mustered in Company "A", 89th Ohio Volunteer Infantry; in late August, after training, he became second sergeant. With Confederate forces moving through Kentucky and threatening Cincinnati, the 89th was hurried into defenses set up across the Ohio River in Newport, Kentucky. The Confederates did not reach the Ohio, having been forced back well to the south, and the 89th moved to Fort Shaler, near Newport. While Foraker was at Fort Shaler, President Lincoln issued the Emancipation Proclamation; Foraker recounted in his memoirs that he and his comrades felt that the proclamation meant that they were fighting for the end of slavery, not just to preserve the Union. Later in September 1862, the 89th was sent to Western Virginia (today West Virginia) to reinforce Union forces there, and joined in their advance for a month. The regiment settled into winter quarters, but was called out for transport to Tennessee, where it helped relieve Fort Donelson in February 1863. Before this action, Foraker had seen little fighting, and the bloody scenes there were a shock to him; he wrote his parents, "To know how dreadful war is you must see it yourself." The 89th remained at Donelson only a few days before being sent to join the Army of the Cumberland under the command of Major General William Rosecrans near Carthage; there, Foraker was promoted to second lieutenant. In June, Foraker led an advance guard that clashed with the Confederate rear in what developed into the Battle of Hoover's Gap, and the Union forces slowly advanced across Tennessee, reaching Chattanooga in September. From Chattanooga, Foraker and two other officers were sent home to collect new soldiers who were expected to be drafted, but the plan to draft recruits was abandoned due to political opposition. In November he returned to Chattanooga, where the 89th was now part of the Army of the Tennessee under Brigadier General William Tecumseh Sherman, in time to fight in the Battle of Missionary Ridge. In May 1864, Sherman began his Atlanta Campaign. Foraker fought in a number of fierce battles in that campaign, including Resaca, New Hope Church, and Kennesaw Mountain. Atlanta, or at least what was left of it after devastating fires, fell on September 2. Foraker was detailed to the Signal Corps school that had been set up by the army at Atlanta, and spent a month there. He was then assigned to Major General Henry W. Slocum's division, and remained with that division as it participated in Sherman's March to the Sea, leaving a swath of destruction behind. In late December 1864, the army reached Savannah, and Foraker, despite a storm, was able to communicate with US Navy ships offshore to alert them to the presence of Sherman's army. After a month, the army marched north into South Carolina, determined to bring even more devastation to the state that had first seceded. Foraker was in charge of maintaining signals between the wings of the army, and was stationed on a gunboat as it moved up the Savannah River. He saw more active duty as a courier between Sherman's main army and Slocum's forces in March 1865 as they met Confederate forces in North Carolina in the Battle of Bentonville. On the day of the battle, March 19, 1865, Foraker was promoted to brevet captain, and was soon thereafter made aide-de-camp to General Slocum. In April, as Sherman's army moved slowly northward, word came of the surrender of Confederate general Robert E. Lee and his forces at Appomattox, Virginia, effectively ending the war. In early May, Sherman's Army of Georgia journeyed north towards Washington, passing in review on May 23 before the new president, Andrew Johnson, sworn in after Lincoln's assassination the previous month. Foraker soon thereafter returned to Ohio, and was mustered out. ### Education and early career Foraker had been anxious to become a lawyer while a clerk for his uncle; with peace restored he enrolled for a year at Salem Academy and then in 1866 Ohio Wesleyan University in Delaware, Ohio. He found the students who had not served in the army to be immature. He took the usual course, mostly of classics, with a few classes in the sciences, and registered as a clerk for a local attorney. Foraker courted Julia Bundy, daughter of Congressman Hezekiah S. Bundy and a student at nearby Ohio Wesleyan Female College; the two would marry in 1870. In 1868, he learned that newly founded Cornell University in Ithaca, New York, was offering entrance by examination to students willing to transfer. Along with fellow Ohio Wesleyan students Morris Lyon Buchwalter and John Andrew Rea, Foraker enrolled at Cornell; the three founded the first New York State chapter of Phi Kappa Psi fraternity, and in 1869 graduated as part of Cornell's inaugural class of eight students. Foraker, in later years, served as a trustee of Cornell, elected by his fellow alumni. After graduating from Cornell, Foraker moved to Cincinnati, where he resumed his study of law with a local firm; he was admitted to the bar in October 1869. Foraker's first job in the legal profession was as a notary public; he wrote in his memoirs how time-consuming depositions were in the days before typewriters. Foraker wrote that he earned \$600 in his first year as a lawyer, but by the fourth year was earning \$2,700; "after that it was easy". The Forakers lived in a boarding house on Elm Street in Cincinnati for two years after their wedding in 1870. They then moved to a house in the suburb of Norwood and in 1879 built a home in upscale Mount Auburn. Joseph Foraker had initially intended to concentrate on his law practice, but in the early 1870s became a well-regarded speaker for the Republicans. In 1872, Foraker campaigned for President Ulysses S. Grant's successful re-election bid. In 1875, he was for the first time a delegate to the Republican state convention, supporting fellow Cincinnatian Alphonso Taft for governor. However, Taft was defeated for the nomination by the incumbent, Rutherford B. Hayes, who that fall broke Ohio precedent by winning a third two-year term. The following year, Foraker attended the 1876 Republican National Convention as a spectator, and listened spellbound as Robert Ingersoll dramatically nominated Maine Senator James G. Blaine for president, calling him a "plumed knight". While Ingersoll's speech gained Blaine a lasting nickname, it did not procure him the nomination, which fell to Governor Hayes. Foraker supported Hayes, who was elected that fall in a close and controversial election. In 1876, Foraker ran for judge of the Court of Common Pleas. Election fraud by Democratic political boss Eph Howard defeated Foraker and the rest of the Republican ticket. In 1878, he ran for state's attorney for Hamilton County (where Cincinnati is located) but was defeated in another Democratic sweep. In 1879, Foraker won his first elective office, as judge of the Superior Court of Cincinnati. He served three years of a five-year term, resigning in 1882 due to an illness, though he recovered after several months' rest. ### Seeking the governorship (1883–1885) In 1883, Governor Charles Foster, a Republican who had held the office since 1880, looked for a Republican contender to succeed him. Foster had sought increased regulation of the liquor trade, offending many German-Americans, who were deemed likely to vote Democratic in reaction, and who were especially concentrated in Cincinnati. Few expected the Republicans to retain the governorship, and prominent candidates such as Senator John Sherman and Congressman Benjamin Butterworth declined to run. Foster saw Foraker as a candidate likely to do well: he was a Civil War veteran with a good record as a lawyer and a promising public speaker—and his Cincinnati residence might win back some votes. Others agreed; the local United States attorney wrote to Senator Sherman that the Republicans should nominate "Foraker or some other unobjectionable man". Foster accordingly wrote to Foraker, offering him the chance at "honorable distinction and useful service." Foraker came to Columbus just before the 1883 state convention, and sounded out state Republican leaders such as Sherman and Congressman William McKinley. When Foraker found them willing to support him, he allowed his name to be placed in nomination, and once it was clear that Sherman would not run, the convention nominated Foraker by acclamation. The Democratic Cincinnati Enquirer summed up the Republican strategy: "They determined to sacrifice as little as possible, so they sacrificed Foraker." The Democrats nominated George Hoadly, another Cincinnatian, with whom Foraker was friendly. The major issue in the campaign was alcohol—the legislature had passed a law authorizing localities to license saloons, and had authorized two referendums to allow additional regulation. Hoadly, though ill for part of the campaign with malaria, deftly maneuvered the politically inexperienced Foraker into stating that he would not vote for the referendums. This offended "dry" Republicans, splitting the party. Foraker campaigned throughout the state, reaching nearly every county and generally speaking at least twice a day. Nevertheless, he was defeated by over 12,000 votes, losing most counties, including Hamilton; according to Foraker biographer Everett Walters, "although defeated in this campaign, Foraker gained by it; he won political repute through the state; no longer was he an 'unknown.'" One reason cited for Foraker's defeat was a failure to appeal to blacks, who constituted about two percent of Ohio's population and who then mostly voted Republican. Foraker returned to the practice of law, initially vowing to avoid politics; however, he received a number of letters offering him support in a gubernatorial race in 1885. The 1884 Republican state convention elected Foraker a delegate-at-large to the national convention along with Congressman McKinley and Cleveland industrialist Mark Hanna. Sherman's political managers asked Foraker to play an active role in Sherman's presidential campaign, and to place his name in nomination at the convention, which he did, though Walters describes his speech as "weak and unimpressive" by comparison with Foraker's later efforts. Other candidates for the presidential nomination included President Chester A. Arthur (who had succeeded the assassinated James A. Garfield) and John A. Logan, but the convention was dominated by the Blaine forces. Sherman received 30 votes, mostly from Ohio, on the first ballot, but his total thereafter declined, and Blaine secured the nomination on the fourth ballot. There was talk of Foraker for vice president; he received one vote, from New York delegate and Cornell president Andrew D. White. The nominating speech, despite its flaws, made Foraker a national figure. At the convention, Foraker worked with Hanna and with Charles G. Kurtz of Columbus: both would support Foraker in the years ahead, though in the case of Hanna, only for a time. In the fall campaign, both Foraker and Hanna supported Blaine, accompanying the New Englander when he toured Ohio in October. However, Blaine was defeated by the Democratic candidate, New York governor Grover Cleveland. Foraker received early support for a second run for governor in 1885, but said little publicly until the state convention in Springfield in June. He did, however, respond to allegations that he had discriminated against blacks in his law practice and that he had withdrawn from Ohio Wesleyan because a black student had been admitted. Foraker refuted these charges without stating that he was a candidate for office. He arrived at the convention to the strains of "Marching Through Georgia", in reference to his Civil War service, and won an easy first-ballot victory: according to Walters, "the Springfield convention of 1885 marked the arrival of Foraker, the politician." The major issues in the fall campaign were again the liquor question, at which Foraker proved more adept than two years previously, and treatment of the black voter, prompted by an incident in Cincinnati in 1884 when a Democratic-minded policeman, Mike Mullen, locked up 150 blacks the night before the general election to prevent them from voting. Foraker was again opposed by Hoadly, who had pardoned Mullen, and who had accepted a \$150,000 fee from the city-owned Cincinnati Southern Railway, though the governor professed not to know how he had earned it. Foraker forged an alliance with black editor Harry Clay Smith, who would be a supporter throughout his political career. On October 13, 1885, Foraker defeated Hoadly by 17,451 votes. Although he won much of the state, he did not carry Hamilton County due to election fraud. ## Governor of Ohio (1886–1890) ### Policies as governor Joseph Foraker was sworn in as governor on January 12, 1886, during an intense blizzard that prevented many of the political marching clubs hoping to honor him from reaching Columbus. In his inaugural address, he urged election reform, creation of a liquor licensing bureau, the abolition of laws that discriminated against blacks, and the establishment of a state board of health. With a Republican majority in both houses, the legislature enacted many of his proposals, including the Poorman Law, requiring voter registration in Cleveland and Cincinnati (and later in all large cities), as well as the Pugsley Law, which established nonpartisan boards to appoint election officials. The Ohio State Journal commented, "Not all that is needed in the way of amendments to the election laws of Ohio, but it will do for a starter." The Dow Law imposed an annual tax on businesses in the alcohol trade; most of the proceeds would go for poor relief and to the police fund. With Foraker's support, the remaining laws that allowed racial discrimination in Ohio were repealed. Foraker became popular during his governorship for "waving the bloody shirt", that is, castigating the South for the Civil War. President Cleveland in 1887 requested northern governors to return captured Confederate battle flags. When Foraker was asked by a supporter if he would allow the banners to go South, he responded by telegraph, "No rebel flags will be returned while I am governor." Cleveland backed down, and Foraker was hailed as a hero by many, receiving thousands of congratulatory messages. Foraker criticized the President for vetoing a bill increasing war pensions and for going fishing on Decoration Day. When the governor visited Philadelphia later that year for the centennial of the Constitution, he rode at the head of a regiment of Ohio militia past the reviewing stand on which Cleveland stood. When Foraker saluted, Cleveland removed his hat, but did not bow slightly as he had for other state governors. Later that day, Foraker led a troop of Grand Army of the Republic veterans past Cleveland's reviewing stand in another parade, bearing an array of captured battle flags. Until mid-1888, Foraker had the enthusiastic support of Hanna, who, while still boosting John Sherman for president, was a generous contributor to the governor's 1885 and 1887 campaigns. Hanna hoped to be able to dispense patronage in northern Ohio. According to Hanna biographer William T. Horner, however, "unfortunately for Hanna, Foraker largely refused to grant Hanna the authority that by tradition he probably had earned." One example, later cited by Foraker as a reason his close relationship with Hanna ended, was the question of the position of state oil inspector, whose substantial fees were paid, not by the taxpayer, but by the oil companies, and who was permitted to appoint large numbers of deputies. In 1885, soon after Foraker's inauguration, Hanna advocated the appointment of William M. Bayne, while Congressman McKinley pressed the name of Edwin Hartshorn. Hanna agreed to withdraw Bayne, not to accommodate McKinley, but to save Foraker from a difficulty. Hanna wrote to Foraker, "I had a call from Major McKinley and his oil inspector candidate. ... I tell him he 'wants the earth' ..." However, Foraker instead reappointed the incumbent, Louis Smithnight. One of the men appointed deputy oil inspector was Harry Smith, the black editor who had supported Foraker in the 1885 election. McKinley again approached Foraker after his re-election in 1887 seeking Hartshorn's appointment; however, Foraker appointed George B. Cox, Republican boss of Cincinnati, as chief though Smithnight was retained as a deputy. In later years, Foraker suggested the dispute over the oil inspectorship was a reason for Hanna breaking from him and allying with McKinley, stating after Hanna's death in 1904, "I have often thought since that my appointment of Cox made McKinley president." ### 1888 convention; defeat for third term Walters traces fissures between Foraker's supporters and those of Sherman from as early as 1887. Foraker's meteoric rise in Ohio politics was a threat to Sherman, especially as Foraker was likely to seek another office after completing his time as governor. In 1887, McKinley, Hanna, Sherman, and others met at the congressman's home in Canton and decided to push for Sherman's endorsement for president by the 1887 Republican state convention in Toledo, and to threaten Foraker should he refuse to get in line. Despite some anti-Sherman feeling in Ohio, the resolution to endorse Sherman was adopted unanimously by the same convention that renominated Foraker, and later that year, the governor was re-elected. Sherman was a leading candidate for the 1888 Republican presidential nomination, commanding the support of Ohio, much of Pennsylvania, and the South. Uncertainty over whether Blaine would be a candidate hung over the 1888 Republican National Convention in June in Chicago. Although Blaine had stated he was not running, his devotees hoped he might change his mind. Sherman did not fully trust Foraker, and gave over the management of his campaign to Hanna; the presidential candidate also declined to have Foraker place his name in nomination in favor of Daniel H. Hastings of Pennsylvania. At the convention, Foraker seconded Hastings' nomination of Sherman, but the senator, on the first ballot, received few votes outside the states known to back him. Sherman's southern support was discounted, as those states would not vote for the Republican nominee, and Sherman had paid the travel expenses of those delegates, who were for the most part black. By the fourth ballot, on Saturday, June 23, Sherman had about the same number of votes he had started with, but was being challenged by a surge from former Indiana senator Benjamin Harrison. The convention then adjourned until Monday, June 25. With almost two days for intrigue, rumors swept through the convention that Blaine would be a candidate after all. Late on Saturday night, Foraker released a statement that he would support Blaine. Walters proffered several reasons for the switch: Foraker felt Sherman had no chance, resented not being thanked by Sherman for the seconding speech, and was annoyed at the trickle of votes McKinley had received, feeling that the congressman was being prepared as a backup candidate for the Sherman forces. There was also talk that Foraker might gain a place on the ticket, either for president or vice president, though he stated he would not accept a nomination without Sherman's consent. The switch wounded Sherman's candidacy by showing that his own state's governor did not support him, and even though Foraker switched back to Sherman when Blaine wired reiterating that he was not a candidate, the damage was done; Harrison gained the nomination on the eighth ballot. According to Horner, Foraker's temporary abandonment of Sherman was "the move that seems to have shattered his relationship with Hanna permanently". However, Foraker gave other reasons for the break, stating after Hanna's death that one reason for it was that Hanna bought up the extra tickets of black Southern convention delegates, a practice that the governor considered corrupt. J.B. Morrow, the newspaper publisher who took Foraker's statement as source material for Herbert Croly's 1912 biography of Hanna, disagreed: "it was understood at the time that his [Foraker's] heart was not in Sherman's candidacy ... his outraged feelings over Hanna's bargaining with Southern delegates can't be believed by me." According to Horner, "the split between Foraker and Hanna had a profound impact on the subsequent behavior of both men, their careers in politics, and the Republican Party in Ohio, which was fractured by the dispute." Harrison was elected in November 1888 over President Cleveland. By 1889, Foraker was openly opposed by a faction of Ohio Republicans, led by Hanna, Sherman and McKinley. Foraker felt relieved at the break, writing to a friend, "From Toledo to Chicago, my neck was under a yoke, but now I am free." Despite the factional opposition, he sought a third term in 1889, hoping that if Republicans kept their majority in the legislature, he could be elected to the Senate as Sherman's junior colleague in the legislative election to be held in January 1890. He was renominated at the 1889 state convention in Columbus on the second ballot, as the opposition to him was divided. A law for the Sunday closing of saloons had been passed under Foraker; when Cincinnati mayor John B. Mosby proposed to enforce the law against local opposition, Foraker wired to Mosby the support of the state government. This stance alienated many anti-Prohibition Republicans. Another damaging incident was Foraker's claim, based on documents he procured that turned out to be forged, that Democratic gubernatorial candidate James E. Campbell had supported the adoption of a ballot box made by a company in which Campbell supposedly had a financial interest. The documents also bore the signatures of Sherman, McKinley, and other Foraker enemies; they were later shown to have been taken from franked mail. Campbell was not in fact involved with the company, and the affair cost Foraker votes. A congressional committee conducted an investigation in 1891 and cleared all of those whose signatures had been reproduced. However, it blamed Foraker for using the documents without verifying their authenticity. By then, Foraker was no longer governor, having been defeated by Campbell by 10,873 votes out of some 750,000 cast. McKinley biographer H. Wayne Morgan noted, "Clearly Foraker acted hastily and unwisely because of his desperate fight against Campbell and his bitterness towards the Shermanites." The defeat had consequences for Foraker; according to another of McKinley's biographers, Kevin Phillips: "when Foraker lost his bid for a third statehouse term, McKinley became Ohio's next-in-line presidential favorite son". ## Wilderness years (1890–1896) ### Return to the law; first run for senator Defeated for re-election, Foraker returned to Cincinnati and the practice of law. Although initially he rejoined his old law partnership, he established his own offices in 1893, the year his son Joseph Jr. became an assistant in his office upon graduation from Cornell. Joseph Benson Foraker Jr. was the first child of a Cornell alumnus to graduate from the university. The senior Foraker, though he accepted a broad array of cases, was a "political lawyer", lobbying the legislature to grant franchises to his clients, and arranging for bills unfavorable to his clients (who included the Edison Electric Company, Cincinnati Bell Telephone Company, and the Cincinnati Street Railway Company) to be quashed. The former governor was enraged when in March 1890, Hanna gave a speech in New York stating, "Foraker is dead as a factor in our politics and Ohio is again as reliable a Republican state as it ever was." Foraker determined to secure election to the Senate; although the Democratic-controlled legislature had elected Calvin S. Brice to the Senate in 1890, Sherman's seat would be up for election in January 1892. McKinley was defeated for re-election to Congress in November 1890; his stature in Ohio politics was not diminished by the loss, as he was seen as a victim of gerrymandering. When the former congressman ran for governor the following year, he asked Foraker to place his name in nomination, which he did. Although some saw this as a rapprochement between the Sherman and Foraker factions, the former governor's supporters, such as Kurtz and millionaire Springfield manufacturer Asa Bushnell, were already campaigning for Foraker for Senate. McKinley was elected governor in November 1891, and the Republicans took a two-thirds majority in the legislature. During the campaign, supporters of both Foraker and Sherman had sought pledges from candidates, and in the aftermath of the legislative elections, both men expressed confidence. Sherman was handicapped by his age (68), unpopularity, and a cold personality; according to Horner, "Foraker was simply more of a man of the people than Sherman could ever hope to be." Sherman's aide, Jacob C. Donaldson, later wrote, "the situation was bad, almost desperate". Hanna had made significant campaign contributions to legislative candidates, and was outraged when legislators believed to favor Sherman instead announced that they would vote for Foraker; according to his biographer, Herbert Croly, "The situation looked desperate; but it was saved, so Mr. Sherman himself stated to his friends, by Mr. Hanna's energy, enthusiasm and ability to bend other men to his will. Three of the Cleveland representatives, who had gone into hiding, were unearthed and forced into line." Donaldson noted, "Several of them were ruined by their perfidy." Foraker was defeated narrowly in the Republican caucus, first on a vote to hold a secret ballot (which would have benefited him), and then on the endorsement vote, which supported Sherman, who was subsequently elected by the legislature. According to Horner, "It is difficult to know which mattered more to Hanna—making sure his old friend Sherman kept his job or making sure that Foraker did not get it." Sherman was not magnanimous in victory, telling friends that he would not rest until he "tomahawked the last of Foraker's crowd". Nevertheless, at the Republican state convention, Foraker and his supporters were able to gain their goal of half the delegates-at-large to the 1892 Republican National Convention in Minneapolis, free to vote as they pleased. President Harrison was seeking renomination; other men spoken of as possible candidates were Blaine (who had again disclaimed any interest in running) and McKinley. Prior to the Minneapolis convention, Hanna wrote to Foraker for the first time in four years, seeking to put aside differences in support of McKinley. Foraker agreed; he disliked Harrison and did not feel he could be re-elected. McKinley finished third for the nomination, a fraction of a vote behind Blaine. Harrison was defeated by Cleveland in the November election, and McKinley was spoken of as the most likely Republican presidential contender for 1896. ### Election to the Senate; involvement in presidential race Foraker had little involvement in politics in 1893 and 1894, concentrating on the law. He still sought a Senate seat, however, and carefully planned his strategy for the 1895 state convention in Zanesville. Foraker forces gained full control, nominating Bushnell for governor to succeed McKinley, and Foraker allies for other state offices. The convention also endorsed Foraker for Senate, the first time a specific individual had been backed for Senate by an Ohio Republican convention. According to Walters, "The Zanesville convention represented the highest pinnicle of Foraker's power in Ohio politics. He had selected the platform, chosen the next governor and the complete ticket, and had secured for himself virtual election to the United States Senate." Foraker took a leading role as a speaker in the campaign, and the November election resulted in victory for Bushnell and a Republican majority in the legislature. That majority, on January 15, 1896, elected Joseph Foraker to the Senate. Even before the senatorial election, the rival factions in the Ohio Republican Party were battling less than usual, but it was not until the day of the senatorial election that McKinley and Foraker reached a definite understanding for peace during the 1896 campaign. Foraker agreed to support McKinley's presidential bid, and to travel to New York to approach that state's Republican political boss, Senator Thomas C. Platt, hoping to gain Platt's support for McKinley. In March, Foraker addressed the state convention in support of McKinley in a widely publicized speech. However, he was reluctant to be a delegate to the national convention, fearing that he would be blamed if anything went wrong with McKinley's candidacy. It was only after considerable prodding from the presidential candidate that Foraker agreed to be a delegate, and to place McKinley's name in nomination. McKinley desired that Foraker nominate him to show that he had the united support of the state Republican Party. Senator-elect Foraker eventually agreed, and gave the nominating speech, part of which was heard by McKinley via telephone line to Canton. The Democrats nominated former Nebraska congressman William Jennings Bryan, who had electrified the Democratic National Convention with his Cross of Gold speech. When Bryan accepted his nomination with a lengthy address in New York, the senator-elect commented, "Mr. Bryan made himself by one speech, and now he has unmade himself by one speech". Although Foraker went to Europe for four weeks (his sole trip abroad), he gave almost 200 speeches for the Republicans once he returned. McKinley was elected president with a comfortable majority in the Electoral College. ## Senator (1897–1909) On March 4, 1897, the same day William McKinley became president, Joseph Foraker was sworn in as senator from Ohio. The new legislator was escorted to the bar of the Senate by Sherman; his swearing-in helped cement a modest Republican majority. Foraker continued his private legal work, which was not unusual at the time as many senators maintained business interests. Wealthy through his law practice, Foraker did not stand out in that regard either, as the "rich man's club" of the Senate of that era contained about 25 millionaires. ### Rivalry with Hanna During the 1896 campaign, Hanna served as chairman of the Republican National Committee, in charge of McKinley's campaign, and obtained millions for his presidential candidate by soliciting donations from wealthy businessmen. After the November election, Foraker met with Hanna and was surprised to learn that President-elect McKinley and Hanna planned that Sherman would be appointed Secretary of State and that the industrialist would take Sherman's place in the Senate. Foraker objected to both components of this plan, feeling that Hanna was not qualified as a legislator, and that Sherman, whose faculties were starting to fail, should not become Secretary of State. Foraker met with McKinley, but failed to convince him. Bushnell (who would get to appoint a temporary replacement) and Foraker (a close political ally of the governor) did not want to appoint Hanna; their faction had several candidates, including Bushnell himself, for the next election for Sherman's seat in 1898. Bushnell and Foraker resisted for a month once the pending appointment of Sherman became known in January 1897, during which time the governor offered the seat to Congressman Theodore E. Burton, who declined. It was not until February 21 that Bushnell finally announced Hanna's appointment, effective upon Sherman's resignation. This controversy to some extent overshadowed Foraker's swearing-in as senator on March 4—Hanna adherents claimed that Bushnell had delayed the effective date of the industrialist's appointment until Foraker took his seat so that Hanna would be the junior senator. In his memoirs, Foraker denied this, noting that Sherman was unwilling to resign until the afternoon of March 4, after the new president and Congress were sworn in and the new Cabinet, including Sherman, was confirmed by the Senate. Hanna was given his commission as senator by Bushnell on the morning of March 5. Foraker had known that with McKinley in the Executive Mansion (as the White House was still formally known) and Sherman expected to be senior senator, he could expect only limited patronage appointments for his supporters. With McKinley's close friend Hanna instead in the Senate, Foraker was allowed to recommend appointees to the President, but McKinley allowed Hanna to exercise a veto over Foraker's candidates. Foraker was not visibly involved in the unsuccessful efforts to deny Hanna re-election in 1898, but several of his allies, including Bushnell and Kurtz, were part of the opposition. Foraker nominated McKinley again at the 1900 convention; his florid praise of the president pleased the delegates. As McKinley's original vice president, Garret Hobart, had died in 1899, he required a new running mate for the 1900 campaign, and the convention chose the popular Spanish–American War hero, New York governor Theodore Roosevelt. Foraker had maintained friendly relations with Roosevelt since the two men met at the 1884 convention, but Hanna bitterly opposed the choice. Foraker spoke widely during McKinley's successful re-election campaign. After President McKinley was assassinated in September 1901, Foraker attended the funeral services and addressed a large memorial meeting at the Cincinnati Music Hall. When politics resumed after the mourning, Foraker spoke in defense of President Roosevelt's inviting Booker T. Washington, a black man, to the White House. This helped ensure support from the black community in Foraker's successful re-election bid in January 1902, which was not opposed by the Hanna faction. Both Hanna and Foraker had been spoken of as possible Republican presidential candidates in 1904; with President Roosevelt now likely to be the nominee, both men's presidential ambitions were pushed back four years. Hanna in particular was reluctant to publicly put aside his presidential candidacy, believing that keeping it alive would help assure his re-election by the legislature in 1904. In 1903, Foraker saw an opportunity to embarrass Hanna and boost his own chances for 1908 by getting the Republican state convention to pass a resolution endorsing Roosevelt for re-election. If Hanna supported the resolution, he made it clear he would not be a candidate; if he opposed it, he risked Roosevelt's wrath. Hanna sent Roosevelt a telegram that he would oppose the resolution; Roosevelt replied that he expected his administration's supporters to vote for such a resolution, and Hanna gave in. In February 1904, Hanna died of typhoid fever, and his Senate seat and factional leadership were won by Charles Dick, a four-term congressman who had received favorable publicity due to his Spanish–American War service. Dick was able to work out an accommodation with Foraker's faction and was thereafter considered the leader of Ohio's Republican "stand-patters", who saw no immediate need for social change. ### War and territorial gain In the year between his swearing-in and the 1898 Spanish–American War, Foraker was an enthusiastic supporter of Cuban independence from Spain. A special session of Congress, called at the request of President McKinley, met beginning in March 1897 to consider new tariff legislation; hawkish senators, including Foraker (who was made a member of the Senate Foreign Relations Committee), took the opportunity to press resolutions in support of the Cuban insurgents. Foraker was impatient with McKinley's policy towards Spain, decrying the President's State of the Union communication to Congress in December 1897 and his so-called "war message", which some deemed insufficiently bellicose, in April 1898. The senator stated to a reporter of the latter, "I have no patience with the message and you may say so. I have heard nothing but condemnation of the message on all hands." Foraker had introduced a resolution calling for Spain to withdraw from Cuba, and for the recognition of the rebels as the legitimate government of an independent Cuba. The resolution that passed Congress in April called for all those things except recognition (deleted at the request of the administration) and authorized the President to use force to achieve those aims. McKinley's signature on the joint resolution caused Spain to break off diplomatic relations and war was quickly declared. Foraker followed the war closely—his elder son was fighting in it—and was an early proponent of the US keeping Spanish colonies it had captured, such as the Philippines and Puerto Rico. McKinley had attempted to annex Hawaii, but the annexation treaty failed to be ratified by the Senate. Congressional leaders decided to try again, this time using a joint resolution that would bypass the need for a two-thirds vote in the Senate. The American victory at the Battle of Manila Bay in early May revived interest in the Hawaiian matter. Foraker was a major proponent of the resolution in the Foreign Relations Committee and was the only committee member to speak in the debate. Opposition was mostly from Democrats, who objected to the revolution by which American interests had taken control of the islands in 1893, a seizure defended by Foraker. In early July, proponents were able to get the resolution through both houses of Congress, and President McKinley signed it on July 8. The new American possession of Puerto Rico found itself in financial woes soon after its acquisition—its principal export, coffee, was now barred by high tariffs from both Spanish and American markets. Foraker took the lead in drafting and pressing legislation establishing a civil government for the island. Although Foraker had proposed to eliminate tariffs on imports from Puerto Rico, to secure passage of the legislation he had to accept a rate of 15% for two years as the island developed a taxation system, after which there would be no tariff, and the money would be used to develop the island. The Foraker Act was signed by President McKinley on April 12, 1900. It required an American-appointed governor and a legislature in which a majority of the upper house would be American-appointed, and did not grant Puerto Ricans American citizenship. Foraker had wanted to give the islanders US citizenship, but neither the administration nor much of the Congress agreed with him. In 1901, the Foraker Act was upheld by the Supreme Court, which ruled in Downes v. Bidwell that the Constitution did not apply to Puerto Rico and that Congress could legislate for it (or, in the phrase then current, the Constitution did not follow the flag). ### Opposition to Roosevelt Foraker maintained generally friendly relations with Roosevelt in the president's first term: lacking an electoral mandate, Roosevelt had pledged after the assassination to carry out McKinley's policies. Elected in his own right in November 1904, President Roosevelt felt freer to support progressive policies. When Roosevelt told Foraker his plans after the election, Foraker initially took no alarm, but according to Walters, "the resulting antagonism led to the political elimination of Foraker in 1908." Their relationship began to break down over the question of railroad regulation. The President in 1905 sought legislation to give the Interstate Commerce Commission (ICC) the power to set freight rates; Foraker considered the proposed law unconstitutional, and introduced a bill by which the railroad would set the rates, and if the ICC found they were excessive, it could ask the attorney general to bring suit. Foraker spoke repeatedly against the administration-favored bill as it moved through the Senate, and was one of only three senators (and the only Republican) to oppose the resulting Hepburn Act on final Senate passage. As the Ohio legislature had passed a resolution urging Foraker and Dick to vote for the bill, he faced anger at home; one newspaper wrote that Foraker had extinguished his chances of becoming president with his vote. The following year, Foraker also broke with the administration on the question of statehood for Arizona Territory and New Mexico Territory, feeling that the two territories should not be combined into one state unless a merger was approved in referendums. Foraker's position prevailed in Congress; despite his stance, Roosevelt signed the resulting bill. The two men also differed on issues of patronage, and on a series of treaties requiring Senate ratification that allowed for international agreements without the need for Senate approval. Roosevelt wrote to a friend that Foraker seemed determine to fight him on every point, good or bad. #### Brownsville case On the night of August 14, 1906, gunshots were heard in the border town of Brownsville, Texas; one resident was killed and a police officer wounded. Various military items, including discharged rifle shells, were presented by the local mayor as evidence that troops of the 25th Infantry Battalion, stationed outside of town and consisting of blacks, were responsible. When questioned, all denied involvement. Nevertheless, their white officers reported to the War Department that undetermined men belonging to the 25th Infantry were responsible, and that others of the battalion were aware of who had done it, but were remaining silent. Despite an almost total lack of evidence, on November 5, 1906 (just after the midterm congressional elections), Roosevelt ordered 167 soldiers dishonorably discharged and made ineligible for federal employment, including such decorated soldiers as First Sergeant Mingo Sanders, who had fought alongside Roosevelt in Cuba. The President adhered to his decision despite appeals from both whites and blacks. Foraker was initially convinced of the guilt of the men, but reconsidered after evidence obtained in a private investigation by progressive organizations was presented to him (the black attorney presenting it was denied an audience with Roosevelt). According to Roosevelt biographer Edmund Morris, "Foraker had a passion for racial justice." Recalling Foraker's desire, as a soldier, to see slavery abolished and the black man given the same civil and political rights as the white man, Morris explains, "Senator Foraker merely felt the same about the Constitution in 1906 as Private Foraker had felt in 1862." In addition to his desire to see justice done, Foraker also saw political advantage in opposing Roosevelt over the Brownsville issue; he might boost his own presidential ambitions for 1908 by making both Roosevelt and his designated heir apparent, Secretary of War William Howard Taft, look bad. Foraker battled to have the Senate investigate the Brownsville case, and got the body to pass a resolution requiring Taft to turn over information. By late January 1907, after further investigation, Roosevelt had rescinded the part of the order barring the soldiers from federal employment, and had stated that he would reconsider the case of anyone who could present proof of his innocence. Foraker had claimed that the president lacked the authority to discharge the men; to get a resolution passed for an investigatory committee, he had to withdraw that assertion. Matters came to a head at the Gridiron Dinner on January 27; the program showed cartoons of the leading attendees and accompanying verses. Foraker's read "All coons look alike to me", suggesting his Brownsville stance was to attract the black vote. According to Walters, "the jests had been pointed and the cartoons biting"; Roosevelt was seen to be angry. Nevertheless, when the President rose to speak, all that was expected was a few minutes of humorous comments. Instead, in his speech, Roosevelt attacked Foraker and defended his own conduct in the Brownsville case. Although it was not customary to permit anyone to follow a president's speech, Foraker was allowed to reply. The Washington Post reported that Foraker "gave the President the plainest talk he has probably ever listened to." Foraker stated that Sergeant Sanders had been dishonorably discharged even though "he was as innocent of any offense against the law of any kind whatever as the President himself"—and, he charged, Roosevelt was fully aware the soldiers had been wronged. He denied that he was after votes with his position, "I was seeking to provide for those men an opportunity to be heard in their own defense, to give them a chance to confront their accusers and cross-examine their witnesses, and establish the real facts in the case." Roosevelt spoke in angry rebuttal, but according to his biographer Morris, "Never before, at the Gridiron or anywhere else, had a President been challenged before an audience." ### Defeat for re-election In the aftermath of the Gridiron Dinner, Foraker was increasingly ostracized, both politically and socially. Unwelcome at the White House, he was excluded from patronage. Nevertheless, the Committee on Military Affairs, on which Foraker sat, went ahead and held hearings into the Brownsville matter between February and June 1907. Author John Weaver, in his 1997 book on the Brownsville case, takes note of "Foraker's masterful presentation of fact and law", including his cross-examination of witnesses who sought to convince the committee of the soldiers' guilt. In March 1908, the committee issued its report, by a vote of 9–4 endorsing the President's action. While the official minority report found the evidence inconclusive, Foraker and Connecticut senator Morgan Bulkeley signed a separate report stating that "the weight of the testimony shows that none of the soldiers of the Twenty-fifth U.S. Infantry participated in the shooting affray". Although he knew he had little chance of winning, Foraker challenged Taft, his fellow Cincinnatian, for the Republican nomination for president. He hoped to secure a deal whereby he would endorse Taft in exchange for support in the senatorial election to be held in January 1909. Roosevelt was determined to drive Foraker from politics, and Taft refused to deal. Taft won at each stage of the delegate-selection process, gaining all but two delegates from Ohio. At the 1908 Republican National Convention, Taft received 702 votes and was nominated; Foraker received 16, of which 11 came from blacks. After failing to capture the Republican presidential nomination, Foraker concentrated on campaigning for re-election to the Senate. His vote on the Hepburn Act and his opposition to Roosevelt had provoked opposition to him within the Ohio Republican Party; in addition, both he and Dick were seen by some as the face of the old guard of the party, out of place in the Progressive Era. Many of those who opposed him proposed Congressman Theodore E. Burton for the Senate seat; Foraker stated that the first thing to do was secure a Republican legislature, with the question of who should be senator left until victory was obtained. Amid speculation as to Taft's position on Foraker, the two men met, to all appearances cordially, on September 2 at the Grand Army of the Republic encampment at Toledo, and later that day, the two men appeared on the same platform. Taft spoke in appreciation of Foraker, who, as governor, had appointed him as a judge, giving him his start in public life. Foraker, for his part, stated that Taft would be his party leader during the campaign, and called on the presidential candidate at his headquarters in Cincinnati a week later. The Taft campaign asked Foraker to preside, and to introduce Taft, at a rally to be held at the Cincinnati Music Hall on September 22. In a letter to a newspaper publisher, Taft pointed out that Foraker "can be useful with the colored vote and the Grand Army vote". The seeming rapprochement was shattered when publisher William Randolph Hearst, giving a speech in Columbus, read from letters to Foraker by Standard Oil Company vice president John D. Archbold. During Foraker's first term in the Senate, he had done legal work for Standard Oil. In the letters, Archbold referred to legislation he considered objectionable, and also mentioned the substantial fees to Foraker; according to historian Matthew Josephson, Foraker, "while occupying strategic positions in Senate committees received considerations from the Standard Oil Company running as high as \$44,000 in a single period of six months - this coming at the very time when he was busily engaged in preparing the anti-Trust planks of the Republican platform." Hearst suggested the fees were a bribe for the killing of the legislation. Foraker quickly denied any impropriety, stating that the relationship was not secret and the excerpts had been read out of context. Foraker noted that when he was retained by the corporation in December 1898, it had not yet come under federal scrutiny, and when Archbold had sought to retain him in 1906, he had declined. Standard Oil was wildly unpopular, and the controversy put Taft in a difficult position. Foraker sent a letter to Taft, hand-delivered by Senator Dick, expressing his willingness to avoid the Music Hall meeting. Taft said only that he hoped Foraker would meet with the organizers of the event and follow their recommendation, which Foraker took to mean that Taft was giving credence to Hearst's charges and did not want him there. Foraker cancelled all remaining campaign speeches. Ohio helped elect Taft and elected a Democratic governor, but returned a Republican legislature, which would elect a senator in January 1909. Through December, Foraker worked to try to retain his Senate seat, which required action by the Ohio legislature in the era before direct election of senators. His rivals were Burton and the President-elect's brother, former congressman Charles Phelps Taft, though near the end of the contest, former lieutenant governor Warren G. Harding asked for his name to be considered. Both Foraker and Burton opposed Charles Taft's call for a caucus of the Republican legislators to determine the party's candidate. On December 29, President Roosevelt weighed in on the question. Roosevelt "lost no time in putting the Republican members of the Ohio legislature on notice that to re-elect Mr. Foraker to the Senate would be regarded as nothing less than treason to the party". Roosevelt accused Foraker of seeking to make a bargain with the Democrats to secure his re-election in exchange for a Democratic replacement for Dick in 1911. Faced with this presidential intervention and Charles Taft's withdrawal from the race, Foraker saw no path to victory and conceded on December 31. The Republican caucus two days later selected Burton, whom the legislators duly selected on January 12. Foraker continued to work on Brownsville in his remaining time in office, guiding a resolution through Congress to establish a board of inquiry with the power to reinstate the soldiers. The bill, which the administration did not oppose, was less than Foraker wanted. He had hoped for a requirement that unless specific evidence was shown against a man, he would be allowed to re-enlist. The legislation passed both houses and was signed by Roosevelt on March 2, 1909. On March 6, 1909, shortly after he left the Senate, Joseph Foraker was the guest of honor at a mass meeting at Washington's Metropolitan African Methodist Episcopal Church. Though both whites and blacks assembled to recognize the former senator, all the speakers were blacks, save Foraker. Presented with a silver loving cup, he addressed the crowd, > I have said that I do not believe that a man in that battalion had anything to do with the shooting up of "Brownsville", but whether any one of them had, it was our duty to ourselves as a great, strong, and powerful nation to give every man a hearing, to deal fairly and squarely with every man; to see to it that justice was done to him; that he should be heard. ## Final years As with his defeat for governor twenty years earlier, Foraker returned after losing re-election to Cincinnati and the full-time practice of law. He found a number of well-paying corporations willing to retain him as counsel. Foraker represented the American Multigraph Company before the Supreme Court, seeking to overturn a Taft-backed law imposing an excise tax on corporations. Several cases were consolidated into Flint v. Stone Tracy Company (1911), in which the Supreme Court upheld the law. Although he expressed bitterness upon leaving office, wishing he had never left the farm in Highland County, he soon resumed his involvement in politics, speaking for the unsuccessful Republican candidate for governor, Harding, in 1910. The gubernatorial candidate had previously supported Foraker, though he had backed Taft in 1908. In 1912, Foraker made speeches in support of Taft's re-election bid, although he felt he had been badly treated by Taft in 1908. Foraker refused, however, to attack the third-party candidate, former president Roosevelt, whose candidacy split the party and led to the election of Democrat Woodrow Wilson. In 1913, ratification of the Seventeenth Amendment to the United States Constitution changed the method of choosing senators from legislative vote to election by the people. Buoyed by positive reviews of his participation in the 1912 campaign, and wishing to avenge his defeat for re-election, Foraker entered the 1914 Republican primary against Senator Burton and former congressman Ralph D. Cole. When Burton withdrew, Foraker became the favorite. However, Foraker had made enemies, and others believed that his "old guard" Republicanism was out of date, Harding was reluctant, but was eventually persuaded to enter the primary. Although Harding did not attack Foraker, his supporters, including Cleveland publisher Dan R. Hanna (son of the late senator), had no such scruples. Harding won the primary with 88,540 votes to 76,817 for Foraker and 52,237 for Cole, and subsequently won the general election. Harding sent Foraker a letter regretting the primary result, but Foraker was more bitter towards the electorate, feeling they returned ingratitude for his previous public service. With his political career at an end, Foraker began work on his memoirs, Notes of a Busy Life, published in 1916. Roosevelt, after reading Foraker's autobiography, wrote that he regretted his attacks. Roosevelt concluded his letter with an invitation to visit him at his home in New York. Foraker treasured this letter, which he felt re-established his friendship with Roosevelt, although the two men did not meet in the short time remaining to Foraker. Foraker supported President Wilson as he moved the nation closer to intervention in World War I. In April 1917, Foraker was one of a group of Cincinnatians who organized to support Wilson when the President asked Congress to declare war on Germany. The former senator's ill-health (he had suffered several heart attacks during the preceding winter) limited his participation. On May 7, Foraker experienced another heart attack in downtown Cincinnati. Taken home, he lapsed in and out of consciousness for three days before dying on May 10, 1917. Hundreds of prominent Cincinnatians attended his interment at Spring Grove Cemetery on May 13. ## Namesakes Mount Foraker, a 17,400-foot (5,304 m) mountain in Denali National Park 15 mi (24 km) southwest of Denali Pass, in the central Alaska Range, was named for Foraker, then a sitting U.S. senator, in 1899 by Lt. J. S. Herron. It was named by some Native Alaskans, "Menlale" or Denali's wife, for the mountain once known as Mount McKinley. It is the second highest mountain in the Alaska Range, and the third highest in the United States. ## Assessment Historian Allan Nevins, in his foreword to Walters' biography of Foraker, suggested that Foraker did not attain the presidency, as he had hoped, because of the ambitions of other Ohio politicians. While Foraker might have secured the nomination in 1888 as a compromise candidate, had not his pledges to Sherman prevented it, having "stood aside for an older man[,] year after year he was compelled to stand aside for younger leaders. First McKinley, with Hanna at his side, was given precedence; then Taft, whom Foraker had given a start in public life, scaled the peak. Foraker, for all his administrative capacity, his wide popular appeal, and his unflinching courage, had the tragic lot of seeing a succession of associates go above him." Even Foraker's final defeat, in 1914, proved to be part of the political rise of another president from Ohio, Harding. Nevins noted the aggressive nature of Foraker's political style, and commented, "How much of his failure to reach high office was attributable to ill fortune and how much to some of his traits, readers ... may judge for themselves." Cincinnati editor Murat Halstead, a contemporary, attributed the fact that Foraker did not get nominated in 1888 to the surplus of ambitious Ohio men at the convention: in addition to Sherman, Foraker, and McKinley, even Harrison had been born in Ohio. According to Nevins, "in the era which began after McKinley's assassination he did not show the progressive qualities which the electorate increasingly demanded; indeed, he seemed positively reactionary." Walters agreed, noting that Foraker's 1914 defeat was caused in part by fears that his "uncompromising Republicanism of an earlier era would injure the party. The stirring principles of the New Freedom called for new leaders." Historian Benjamin Kendrick noted that "Mr. Foraker was among the first of prominent politicians to be retired because of their too close connection with 'Big Business'." Historian Louis L. Gould, who wrote a study of the McKinley administration, stated that Foraker "may well have been too close to some large corporations, but he also retained some vestiges of the commitment of the Civil War generation in the North to the idea of human equality ... This prompted him to champion the cause of the Negro soldiers." According to historian Percy Murray in his journal article on the relationship between Foraker and black newspaper editor Harry Smith, Foraker's "political career ended partially because of his support for and espousal of black rights ... Perhaps Smith best summed up his alliance with Foraker when he stated that it was time for Afro-Americans to ... show full support for Foraker and men like him who supported the efforts of Afro-Americans." Walter Rucker and James Upton, in their Encyclopedia of American Race Riots, write favorably of Foraker: > Senator Foraker is acknowledged as the key person in Congress to keep the issue of the Brownsville soldiers alive. He made speeches about it and wrote about it. His statement in defense of the soldiers was summed up appropriately when he said that the soldiers "ask[ed] no favors because they are Negroes, but only justice because they are men".
1,218,219
Operation PBFortune
1,161,966,074
1952 United States covert operation in Guatemala
[ "Central Intelligence Agency operations", "Covert operations", "False flag operations", "Guatemalan Revolution", "History of Guatemala" ]
Operation PBFortune, also known as Operation Fortune, was a covert United States operation to overthrow the democratically elected Guatemalan President Jacobo Árbenz in 1952. The operation was authorized by U.S. President Harry Truman and planned by the Central Intelligence Agency. The United Fruit Company had lobbied intensively for the overthrow because land reform initiated by Árbenz threatened its economic interests. The US also feared that the government of Árbenz was being influenced by communists. The coup attempt was planned with the support of the United Fruit Company and of Anastasio Somoza García, Rafael Trujillo and Marcos Pérez Jiménez, the US-backed right-wing dictators of Nicaragua, the Dominican Republic, and Venezuela respectively, who felt threatened by the democratic Guatemalan Revolution, and had sought to undermine it. The plan involved providing weapons to the exiled Guatemalan military officer Carlos Castillo Armas, who was to lead an invasion from Nicaragua. The US State Department discovered that details of the plan had become widely known. US Secretary of State Dean Acheson became concerned that the coup attempt would damage the image of the US, which had committed to a policy of non-intervention, and so terminated the operation. Operation PBFortune was followed two years later by Operation PBSuccess, another covert operation in which Castillo Armas played a prominent role. PBSuccess toppled the Árbenz government and ended the Guatemalan Revolution. ## Background From the late 19th century until 1944, a series of authoritarian rulers governed Guatemala. Between 1898 and 1920, Manuel Estrada Cabrera granted significant concessions to the United Fruit Company and dispossessed many indigenous peoples of their communal land. Under Jorge Ubico, who ruled as a dictator between 1931 and 1944, this process was intensified with the institution of brutal labor regulations and the establishment of a police state. In June 1944, a popular pro-democracy movement led by university students and labor organizations forced Ubico to resign. Ubico handed over power to a military junta that was toppled in a military coup led by Jacobo Árbenz in October 1944, an event known as the October Revolution. The coup leaders called for open elections, which were won by Juan José Arévalo, a progressive professor of philosophy who had become the face of the popular movement. He implemented a moderate program of social reform, including a successful literacy campaign and largely free elections, although illiterate women were not given the vote, and communist parties were banned. Following the end of Arévalo's highly popular presidency in 1951, Árbenz was elected president. He continued the reforms of Arévalo and also began an ambitious land reform program known as Decree 900. Under it, the uncultivated portions of large land-holdings were expropriated in return for compensation and redistributed to poverty-stricken agricultural laborers. Some governments in Central America and the Caribbean were hostile to Árbenz and the Guatemalan Revolution. Anastasio Somoza García, Rafael Leonidas Trujillo and Marcos Pérez Jiménez, the US-backed right-wing dictators of Nicaragua, the Dominican Republic and Venezuela, respectively, felt threatened by Arévalo's reforms. Under Arévalo, Guatemala had become a haven for pro-democracy activists from those three countries. Somoza, Trujillo, and Jiménez had supported Guatemalan exiles working to undermine the Guatemalan government, in addition to suppressing democratic popular movements in their own countries. The political climate of the Cold War led the US government to see the policies of Arévalo and Árbenz as communist. This conception had been strengthened by Arévalo's support for the Caribbean Legion, and by the 1950s the US government was considering overthrowing Árbenz. The attitude of the United States was also influenced by the Monroe Doctrine, a philosophy of foreign policy articulated by James Monroe in 1823, which justified the maintenance of US hegemony in the region. The stated aim of the doctrine was to maintain order and stability and to make certain that access to resources and markets was not limited. Historian Mark Gilderhus opines that the doctrine also contained racially condescending language, which likened Latin American countries to fighting children. Before 1944, the US government had not needed to engage in military interventions in Guatemala to enforce this hegemony, given the presence of military rulers friendly to the US. ## Planning ### Somoza's visit In May 1952, Árbenz enacted Decree 900, the official title of the Guatemalan agrarian reform law. Approximately 500,000 people benefited from the decree. The United Fruit Company lost several hundred thousand acres of its uncultivated land to this law, and the compensation it received was based on the undervalued price it had presented to the Guatemalan government for tax purposes. The company therefore intensified its lobbying in Washington D.C. against the Guatemalan government. The law convinced the US government that the Guatemalan government was being influenced by communists. The US government's Central Intelligence Agency (CIA) started to explore the notion of lending support to detractors and opponents of Árbenz. Walter Bedell Smith, the Director of Central Intelligence, ordered J. C. King, the chief of the Western Hemisphere Division, to examine whether dissident Guatemalans could topple the Árbenz government if they had support from the dictatorships in Central America. At this point the US government was approached by Nicaraguan leader Somoza, who had been in the United States on a private visit, during which he made public speeches praising the US, and was awarded a medal by New York City. During a meeting with Truman and his senior staff, Somoza said that if he were given the weapons, he would "clean up Guatemala". Truman's personal military advisor, Major General Harry H. Vaughan, persuaded Truman to explore the opportunity further, and Truman asked Smith to follow up. ### Carlos Castillo Armas Although the proposal was not taken seriously at the time, US Colonel Cornelius Mara flew back to Nicaragua with Somoza to further explore the idea. Somoza persuaded Mara that the plan was feasible, and Mara returned to the US and gave Truman a favorable report. Smith also sent a Spanish-speaking engineer under the codename "Seekford" to contact exiled Guatemalan Army officer Carlos Castillo Armas and his fellow dissidents, who were in Honduras and Guatemala. Francisco Javier Arana had launched an ill-fated coup attempt against Arévalo in 1949. Castillo Armas had been a protégé of Arana, and had risen in the military to become the head of the military academy of Guatemala by 1949. Historians differ on what happened to Castillo Armas following the coup attempt. Piero Gleijeses writes that Castillo Armas was expelled from the country; Nick Cullather and Andrew Fraser, however, say Castillo Armas was arrested in August 1949, that Árbenz had him imprisoned under doubtful charges until December 1949, and that he was found in Honduras a month later. In early 1950, a CIA officer found Castillo Armas attempting to get weapons from Somoza and Trujillo. He met with the CIA a few more times before November 1950, when he launched an attack against Matamoros, the largest fortress in the capital, and was jailed for it before bribing his way out of prison. Castillo Armas told the CIA he had the support of the Guardia Civil (Civil Guard), the garrison at Quetzaltenango, Guatemala's second-largest city, and of the commander of Matamoros. The engineer dispatched by the CIA also told them Castillo Armas had the financial backing of Somoza and Trujillo. Based on these reports, Truman authorized Operation PBFortune. According to Gleijeses, he did not inform the US State Department, or secretary of state Dean Acheson, of the plan. Based upon an examination of declassified documents, however, Cullather has said the CIA did, in fact, seek State Department approval before authorizing the plan, and that undersecretary of state David K. E. Bruce provided explicit approval for it. CIA Deputy Director Allen Dulles had previously contacted State Department official Thomas Mann and the Assistant Secretary of State for Inter-American Affairs Edward G. Miller Jr. Both these individuals had said they wanted a new government in Guatemala even if it involved the use of force, but when asked, did not explicitly approve of action to topple Árbenz. Dulles assumed their vague responses implied support, but obtained explicit assent from Bruce before proceeding. ### The plot The details of the plot were finalized over the next few weeks by the CIA, the United Fruit Company, and Somoza. The coup's plotters contacted Trujillo and Jiménez, who, along with Somoza and Juan Manuel Gálvez, the right-wing President of Honduras, had already been exchanging intelligence about the Árbenz government, and had considered the possibility of supporting an invasion by Guatemalan exiles. The two dictators were supportive of the plan, and agreed to contribute some funding. Although PBFortune was officially approved on September 9, 1952, planning had begun earlier in the year. In January 1952, officers in the CIA's Directorate of Plans compiled a list of "top flight Communists whom the new government would desire to eliminate immediately in the event of a successful anti-Communist coup". The assassination plans represented the first time the US had considered assassination in Guatemala. The list of targets had been drawn up by the CIA even before the operation had been formally authorized. They were created using a list of communists that the Guatemalan Army had compiled in 1949, as well as its own intelligence. Nine months later the CIA also received through "Seekford" a list of 58 Guatemalans whom Castillo Armas wanted killed, in addition to 74 others he wanted arrested or exiled. "Seekford" also said Trujillo's support was conditional on the assassination of four individuals from Santo Domingo who were at that point living in Guatemala. The plan was to be carried out by Castillo Armas, and involve no direct intervention from the US. When contacted by the CIA agent dispatched by Smith, Castillo Armas had proposed a battle-plan to gain CIA support. This plan involved three forces invading Guatemala from Mexico, Honduras, and El Salvador. These invasions were supposed to be supported by internal rebellions. King formulated a plan to provide Castillo Armas with \$225,000 as well as weaponry and transportation. His plan also suggested that Somoza and Gálvez be persuaded to provide air support, in addition to other help. The proposal went to Dulles. It emphasized the relatively small role the CIA was supposed to play, and stated that without the CIA's support, the plot would probably go ahead, but would likely fail and lead to a crackdown on anti-Communist forces. ## Execution and termination The plan was put into motion in autumn 1952 by the CIA. King had obtained weapons from the stock of those that had been confiscated by port authorities in the city of New York. These included 250 rifles, 380 pistols, 64 machine guns, and 4,500 grenades. The United Fruit Company lent one of its freighters to the CIA. The freighter was specially refitted in New Orleans, and loaded with weapons under the guise of agricultural machinery. It was scheduled to sail to Nicaragua in early October 1952. The CIA had encouraged Somoza and Gálvez to provide support to Castillo Armas' forces. Somoza, however, informed several government officials across Central America of the CIA's role in the coup attempt. Somoza's son Tacho, for instance, casually asked Miller whether "the machinery" was on its way at a meeting in Panama. Accounts of the operation's termination vary between historians. Gleijeses said that while the freighter was on its way to Nicaragua, a CIA employee went to Miller, and asked him to sign a document on behalf of the munitions department. Miller refused, and instead showed the document to his superiors, who in turn informed Acheson. Gleijeses writes that Acheson immediately spoke to Truman as a result of this document, and the operation was cut short. Nick Cullather writes that, due to Somoza spreading the word about the coup, the State Department decided the cover of the operation had been lost. Other diplomats began to learn of the operation, and on October 8, Acheson summoned Smith and called it off. Acheson was particularly worried that allowing the details of the coup to go public would damage the image of the US. Under the Rio Pact of 1947, the Organization of American States (OAS) had obtained jurisdiction over regional disputes from the United Nations. To achieve this, the US had also committed to a policy of non-intervention in the internal affairs of other countries. If PBFortune had become public knowledge, the fact that the US was supporting an invasion of a fellow member of the OAS would have represented a huge setback to US policy, thus motivating the State Department to end the operation when they became aware its cover had been blown. ## Aftermath The termination of the operation caught the CIA by surprise, and King quickly attempted to salvage what he could. The freighter was redirected to Panama, where the arms were unloaded; King kept the weapons there in the hope that the project could be rejuvenated. Castillo Armas was paid a retainer of \$3,000 a week, which allowed him to maintain a small force. The CIA remained in contact with him, and continued to provide support to the rebels. The CIA found it difficult to end the operation without drawing attention to it. Peréz Jimenez opened a line of credit that would allow Castillo Armas to purchase airplanes, and Trujillo and Somoza continued to support the operation, although they acknowledged it would have to be postponed. The money paid to Castillo Armas has been described as a way of making sure he did not attempt any premature action. Even after the operation had been terminated, the CIA received reports from "Seekford" that the Guatemalan rebels were planning assassinations. Castillo Armas made plans to use groups of soldiers in civilian clothing from Nicaragua, Honduras, and El Salvador to kill communist leaders in Guatemala. King continued to explore the CIA's ability to move arms around Central America without the approval of the State Department. In November 1952, Dwight Eisenhower was elected president of the US after a campaign promising a more hawkish stance against communism. Many senior figures in his cabinet, including John Foster Dulles and his brother Allen, had close connections to the United Fruit Company, which made Eisenhower more strongly predisposed than Truman to support Árbenz's overthrow. In June 1954, the US-trained and funded an invasion force led by Castillo Armas, backed by an intense campaign of psychological warfare by the CIA. Gálvez, Somoza, Jiménez, and Trujillo again offered the CIA their support in preparing for this operation. Árbenz resigned on June 27, 1954, ending the Guatemalan Revolution. Following his resignation, the CIA launched Operation PBHistory, an attempt to use documents from Árbenz's government and elsewhere to justify the coup in response to the negative international reactions to it. From 1954 onward Guatemala was ruled by a series of US-backed military dictators, leading to the Guatemalan Civil War which lasted until 1996. Approximately 200,000 civilians were killed in the war, and numerous human rights violations committed, including massacres of civilian populations, rape, aerial bombardment, and forced disappearances. Of these violations, 93 percent were committed by the United States-backed military, which included a genocidal scorched-earth campaign against the indigenous Maya population in the 1980s.
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Smiley Smile
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[ "1967 albums", "Albums produced by the Beach Boys", "Albums recorded at Gold Star Studios", "Albums recorded at Sunset Sound Recorders", "Albums recorded at United Western Recorders", "Albums recorded at Wally Heider Studios", "Albums recorded in a home studio", "Brother Records albums", "Capitol Records albums", "Lo-fi music albums", "Minimal music albums", "Psychedelic rock albums by American artists", "The Beach Boys albums" ]
Smiley Smile is the 12th studio album by American rock band the Beach Boys, released on September 18, 1967. Conceived as a simpler and more relaxed version of their unfinished Smile album, Smiley Smile is distinguished for its homespun arrangements, "stoned" aesthetic, and lo-fi production. Critics and fans generally received the album and its lead single, "Heroes and Villains", with confusion and disappointment. The album reached number 9 on UK record charts, but sold poorly in the US, peaking at number 41—the band's lowest chart placement to that point. Following principal songwriter Brian Wilson's declaration that most of the original Smile tapes would be abandoned, the majority of the recording sessions lasted for six weeks at his makeshift home studio using radio broadcasting equipment, a detuned piano, electronic bass, melodica, found objects for percussion, and a Baldwin theater organ. The unconventional recording process juxtaposed an experimental party-like atmosphere with short pieces of music edited together in a disjointed manner, combining the engineering methods of "Good Vibrations" (1966) with the loose feeling of Beach Boys' Party! (1965). From late 1966 to mid-1967, Smile had been repeatedly delayed while the Beach Boys were subject to a considerable level of media hype that proclaimed Wilson as a "genius". After settling payment disputes with Capitol Records, Smiley Smile was distributed in collaboration with Brother Records, the band's new self-owned record company. The album's production was unusually credited to "the Beach Boys", marking the point where Wilson began ceding his leadership of the group. Smile was left unfinished as the band immediately moved onto the recording of the albums Lei'd in Hawaii (unreleased) and Wild Honey (December 1967). Smiley Smile has since become a critical and cult favorite, garnering repute as a chill-out album, and influencing the development of lo-fi, ambient music, and bedroom pop. It is often cited for having positive effects on listeners experiencing an LSD comedown, and it was used by at least one drug clinic to help relieve users from bad trips. In 1974, it was ranked number 64 in NME's list of the greatest albums of all time. Some session highlights from the album are featured on the compilations The Smile Sessions (2011) and 1967 – Sunshine Tomorrow (2017). ## Background ### Original Smile sessions (1966–1967) The Beach Boys' album Pet Sounds, issued on May 16, 1966, was massively influential upon its release, containing lush and sophisticated orchestral arrangements that raised the band's prestige to the top level of rock innovators. Early reviews for the album in the US ranged from negative to tentatively positive, but the reception from music journalists in the UK was very favorable. The group had recently employed the Beatles' former press officer Derek Taylor as their publicist. Bothered by the popular view of the Beach Boys as outdated surfers, leader and songwriter Brian Wilson requested that Taylor establish a new image for the band as fashionable counterculture icons, and so a media campaign with the tagline "Brian Wilson is a genius" was initiated and promulgated by Taylor. In October 1966, the group followed up Pet Sounds with "Good Vibrations", a laboriously produced single that achieved major international success. By then, an album titled Smile had been conceived as an extension of that song's recording approach, with Wilson composing music in collaboration with lyricist Van Dyke Parks. Wilson envisioned Smile as an outlet for all of his intellectual occupations, such as his fascination with spirituality and its relationship to humor and laughter. He told Melody Maker: "Our new album will be better than Pet Sounds. It will be as much an improvement over Sounds as that was over [our 1965 album] Summer Days." By the end of the year, NME conducted an annual reader's poll that placed the Beach Boys as the world's top vocal group, ahead of the Beatles and the Rolling Stones. ### Litigation and collapse (February–June 1967) Business partner David Anderle attempted to form Brother Records, an independent label, with the intention of giving "entirely new concepts to the recording industry, and to give the Beach Boys total creative and promotional control over their product." A February 1967 lawsuit seeking \$255,000 (equivalent to \$ in ) was launched against Capitol Records over neglected royalty payments. Within the lawsuit, there was also an attempt to terminate the band's contract with Capitol before its November 1969 expiration. In April 1967, Wilson and his wife put their Beverly Hills home up for sale and took residence at a newly purchased mansion in Bel Air. Wilson also set to work on constructing a personal home studio. Parks permanently withdrew from the project in April, with Anderle following suit weeks later. Between mid-April and early May, Wilson took a four-week break from studio recording. On April 26, Carl Wilson was arrested for refusing his draft into the US Army and later released on bail. On April 28, in an effort to promote the group's upcoming UK tour, EMI issued the single "Then I Kissed Her" to the chagrin of the band, who did not approve the release. On May 6, a week after stating that Smile was to be released "any moment", Taylor announced in Disc & Music Echo that the album had been "scrapped" by Wilson. However, Taylor's assertion of the album's cancellation at that point was likely to be spurious. The Beach Boys were still under pressure and a contractual obligation to deliver an album to Capitol. For most of May, the touring group embarked on a run of shows in Europe while Brian resumed scheduling recording sessions at professional studios, some of which were cancelled on short notice. Throughout 1967, Wilson's public image was reduced to that of an "eccentric" figure as a multitude of revolutionary rock albums were released to an anxious and maturing youth market. For a time, the Beach Boys had been the Beatles' chief rivals, and Wilson was concerned that if Smile followed in the wake of another critically successful release by the Beatles, then his album would be received with unjust comparisons. His race was effectively lost when the Beatles released Sgt. Pepper's Lonely Hearts Club Band (May 1967). By June, Wilson declared to his bandmates that most of the material recorded for Smile would be abandoned. In an interview conducted in January 1968, he intimated that he had run out of ideas "in a conventional sense" and had been "about ready to die" before Smiley Smile. He said: "I decided not to try any more, and not try and do such great things." ## Style and content ### Modular approach and recording atmosphere Since the recording of "Good Vibrations" in 1966, Wilson had established a new method of operation. Instead of working on whole songs with clear large-scale syntactical structures, Wilson limited himself to recording short interchangeable fragments (or "modules"). Through the method of tape splicing, each fragment could then be assembled into a linear sequence, allowing any number of larger structures and divergent moods to be produced at a later time. Smiley Smile continued this approach. The album also continued Brian's exploration of "party tracks"—a form of music which includes the sounds of people shouting and making noises, as if at a party. Brian had enacted this approach with Beach Boys' Party! in 1965, thereby mixing that record's style with the modular composition method he devised for "Good Vibrations". Most of Smiley Smile was recorded at Brian's improvised home studio from June 3 to July 14, 1967. The core instrumentation consisted of organ, honky-tonk piano, and electronic bass played by the Beach Boys themselves, rather than the session musicians employed in much of their previous work. Brian became obsessed with a three-tiered Baldwin organ during the album's recording, resulting in a more minimalist approach to the new arrangements. The organ gave the album its central timbre. Most of the piano was played by Brian, and most of the bass was played by Carl. It was the first album for which production was credited to the entire group, instead of Brian alone. Dennis Wilson explained: "He wanted it that way. He said 'It's produced by the Beach Boys.'" When asked if Brian was "still the producer of Smiley Smile", Carl answered, "Most definitely." He described Smiley Smile as an improvised, low-effort affair that was "more like a 'jam' album." Brian acknowledged: "We had done about six months work on another thing, but we jumped and ended up doing the entire thing here at the house with an entirely different mood and approach than what we originally started out with." When questioned on why the band took the approach they did, he stated, "We just had a particular atmosphere that we were working in that inspired the particular kind of things that were on the album." He said that he did not "have any paranoia feelings" recording the album: "[W]e had so much fun. The Smiley Smile era was so great, it was unbelievable. Personally, spiritually, everything, it was great." In his book about psychedelic music, author Jim DeRogatis referred to Smiley Smile as a work of the "ultimate psychedelic rock library". Conversely, Stylus Magazine's Edwin Faust wrote in 2003 that the album "embraces the listener with a drugged out sincerity; a feat never accomplished by the more pretentious and heavy-handed psychedelia of that era. It is for this reason Smiley Smile flows so well with the more experimental pop of today". According to music theorist Daniel Harrison, Smiley Smile is not a work of rock music as the term was understood in 1967, and that portions of the album "can be thought of as a kind of protominimal rock music". He continues: > Smiley Smile can almost be considered a work of art music in the Western classical tradition, and its innovations in the musical language of rock can be compared to those that introduced atonal and other nontraditional techniques into that classical tradition. The spirit of experimentation is just as palpable in Smiley Smile as it is in, say, Schoenberg's op. 11 piano pieces. Yet there is also a spirit of tentativeness in Smiley Smile. We must remember that it was essentially a Plan B—that is, the album issued instead of Smile. Academic Larry Starr said that the album's "unexpected juxtapositions of textures and formal elements" give the effect of an "inadequately edited home movie rather than that of well-articulated musical conceptions". Similarly, music journalist Richard Williams wrote, "It contains fragments – mostly vocal, with minimal instrumental accompaniment – which have all the epigrammatic, enigmatic power of Japanese haiku. 'Wonderful' and 'Little Pad' contain passages written in the conditional tense (i.e. the songs move easily between reality and fantasy), a technique evolved by Godard in the cinema and which only Wilson, as far as I know, has picked up in pop [as of 1971]." Music journalist Domenic Priore notes that when the Beach Boys were taken out of professional studios, "the discipline of the clock, rates and overtime disappeared". In 1976, Mike Love, recalling how "She's Goin' Bald" was a song about fellatio, commented: "We were stoned out of our heads. We were laughing our asses off when we recorded that stuff." Dennis remembered the album as "the most fun thing we ever did." Bruce Johnston did not participate in most of these sessions. He later called the work "very spacy" and "weird", but "so subtle and so damn innovative." ### Differences from Smile Carl Wilson famously compared Smiley Smile to "a bunt instead of a grand slam". From the vast sum of material Brian had recorded for Smile, only portions of the backing track for "Heroes and Villains" (recorded October 1966) and the coda for "Vegetables" (recorded April 1967) were used for Smiley Smile. Comparing Brian's original Smile mixes with the Smiley Smile version of "Heroes and Villains", Al Jardine called it "a pale facsimile ... Brian re-invented the song for this record ... He purposefully under-produced the song." "Good Vibrations", which was recorded sporadically from February to September 1966, appears with no differences from the original single. Brian reportedly objected to the placement of "Good Vibrations" on Smiley Smile, but for the first time, he was outvoted by his bandmates, who insisted on its inclusion. "Wind Chimes", "Wonderful", and most parts of "Vegetables" were completely rerecorded with scaled-down arrangements. "Vegetables" was reworked as a kind of campfire song, "Wonderful" traded its harpsichord and trumpet for a haphazardly-played organ, high-pitched backing vocals, and a doo-wop sing-along section. The marimbas in "Wind Chimes" were replaced by organ and dissonant noise. Other tracks only extracted minor elements, such as a melody line, from other Smile pieces. "She's Goin' Bald" borrows the verse melody from a Smile fragment known as "He Gives Speeches", "With Me Tonight" is a variation on "Vegetables", and "Fall Breaks and Back to Winter (W. Woodpecker Symphony)" lifts a recurring melodic hook from "Fire". Despite the band's claim that Smile had been shelved for being "too weird", there was no attempt to make the musical content on Smiley Smile appear any less bizarre for their standard audience. David Anderle thought that Brian's intention was "to salvage as much of Smile as he could and at the same time immediately go into his [long-discussed] humor album." According to a contemporary Hullabaloo article, "The title, suggested by [Wilson's cousin] Barry Turnbull, reflects the album's happy concept, it is taken from the Indian aphorism, 'The smile that you send out returns to you.'" The cover artwork featured a new illustration of Frank Holmes' Smile Shoppe, this time located in the middle of an overgrown jungle. Smiley Smile was produced without any direct involvement from Van Dyke Parks. The only songs that appeared to have no connection to the original Smile album were "Little Pad" and "Gettin' Hungry". In addition, while the Beatles' Paul McCartney was present at an April 1967 session for "Vegetables", the recording where he allegedly provides celery biting sounds was not used on Smiley Smile. ### Technical aspects Smiley Smile was recorded with an eight-track tape machine, with all the different musical sections spread out across numerous reels of tape. In other words, intros, verses, choruses, and endings were each allocated their own reel. The Beach Boys recorded using what was predominantly radio broadcasting equipment, which lacked many of the technical elements and effects found in an established studio. The studio set up at Brian's house was, in its mid-1967 incarnation for Smiley Smile, in its infancy. Due to the sporadic nature at which Brian decided to produce the record at his home, there was little time to fully outfit the Bel Air residence as a properly-equipped recording studio. Tracks were typically constructed around a performance of Wilson playing piano that was usually mixed out of the final recording. This process was equivalent to the use of click tracks a decade before they were common. Some recording accidents were used to their advantage, such as in "With Me Tonight", which contains an informal link between the verse and chorus by way of a voice saying "good", as in "good take", spoken by the band's friend Arny Geller from the control room. Tape manipulation was another prominent feature, with varispeed being applied to a few vocals. On "She's Goin' Bald", a new device called the Eltro Information Rate Changer was used to raise the pitch of the group's vocals without affecting the tempo. The home set-up was moved between different areas as the sessions progressed. This led to unconventional ways of achieving particular sounds at the home, such as a replacement for what would be achieved by an echo chamber. The album's engineer Jim Lockert recalled how "Brian's swimming pool had a leak in it and was empty, so we put a microphone in the bottom of this damn near Olympic-size pool and the guys laid down inside the pool and sang so the sound would go down the wall of the concrete pool into the microphone – and that was part of the vocals on one of those songs." Some vocals were also tracked in the shower. Lockert spoke about the album's final mixing session at Wally Heider's Studio 3 in Hollywood: > We went into Wally Heider's Studio 3 one night at five o'clock, we mixed the intro of each song as we went to a two track, then we mixed the first verse ... They didn’t want to make copies of it to put it together. So we'd do the first verse and mix it down and then we'd wipe off the vocals on it and then go in and sing all the harmony parts and lead parts for the second verse and record it onto the tape. ... We mixed each piece of this down as we went along ... so that the song was almost together by the time we were through. ... When we came out the next morning at six o'clock, the album was mixed down, cut together, and was complete. One of the guys from Wally Heider was my second engineer and he said, “Well, I never believed in miracles but I saw one tonight.” That’s the way they did it. It wasn’t my idea. They mixed it chorus and verse, chorus and verse and intro, and all the levels had to match. ## Release The Beach Boys were initially involved in the conception of the Monterey Pop Festival, which was held in June 1967. At the last minute, the band announced that they could not appear at the festival for reasons pertaining to Carl's military draft and their commitments to finish "Heroes and Villains" for Capitol. Derek Taylor, who had terminated his employment with the group to focus on the festival's organization, remembered that dropping out of the program "undoubtedly set the band in a very bad light. They were certainly heavily criticized at the time for it. It seemed rather like an admission of defeat." Biographer David Leaf explained: "Monterey was a gathering place for the 'far out' sounds of the 'new' rock ... and it is thought that this non-appearance was what really turned the 'underground' tide against them." Detractors referred to the band as the "Bleach Boys" and "the California Hypes" as the media focus shifted from Los Angeles to the happenings in San Francisco. The Capitol lawsuit was eventually settled out of court, with the Beach Boys receiving the royalties owed in exchange for Brother Records to distribute through Capitol Records, along with a guarantee that the band produce at least one million dollars profit. An official announcement of the resolution was made on July 18. Capitol A&R director Karl Engemann began circulating a memo, dated July 25, in which Smiley Smile was referred to as a stopgap for Smile. The memo also discussed conversations between him and Wilson pertaining to the release of a 10-track Smile album, which would not have included the songs "Heroes and Villains" or "Vegetables". In July, two singles were issued on the Brother imprint: "Heroes and Villains" and "Gettin' Hungry". The former peaked at number 12 on the Billboard Hot 100. The latter was not credited to the Beach Boys, but instead to Brian Wilson and Mike Love. Smile was never delivered; instead, the group played two shows at an auditorium in Honolulu, which were filmed and recorded with the intention of releasing a live album, Lei'd in Hawaii. On stage, the band performed "Heroes and Villains" and "Gettin' Hungry", and rearranged their past hits in the style of Smiley Smile. Priore writes that the engagement was effectively the band's "attempt to make up" for cancelling their gig at Monterey. Bruce Johnston, who was absent for most of the Smiley Smile recording sessions, did not accompany the group, although Brian did. In early August, Johnston told the British press that he had heard Smiley Smile, and when asked about Smile, said that the album would be released "within the next two months." On September 18, 1967, Smiley Smile was released in the US. The LP peaked at number 41 on the Billboard charts, making it their worst-selling album to that date. It spent most of its 21-week chart time bubbling under 100 and 197. When released in the UK in November, it performed better, reaching number 9 of the UK Albums Chart. During their annual Thanksgiving tour of the US, the band did not perform any of the tracks on Smiley Smile except "Good Vibrations". In a December interview, Mike Love acknowledged that Smiley Smile had "baffled and mystified" the public and that the band "had this feeling that we were going too far, losing touch I guess." He promised that their next album would bring the group "back more into reality". ## Initial reviews In the description of journalist Nick Kent, Smiley Smile "appeared like the single most underwhelming musical statement of the sixties". It was a "major disappointment" for fans, many of whom had expected a work similar to Pet Sounds and the Beatles' Sgt. Pepper. According to writer Scott Schinder, the LP was released to "general incomprehension. While Smile may have divided the Beach Boys' fans had it been released, Smiley Smile merely baffled them." Anderle said that whatever new fans the group had brought with Pet Sounds were "immediately lost with the release of 'Heroes of Villains,' then with the album [Smiley Smile]." Biographer Keith Badman writes that the music press responded by "effectively blacklisting the band, refusing to review their latest records, or reviewing them long after they have been released." "Undoubtedly the worst album ever released by The Beach Boys", Melody Maker wrote. "Prestige has been seriously damaged." A review in Hit Parader praised the album for "probably [having] more a cappella harmony than on any album since the fall of the singing-group era in the late 1950s", but that they "still like Pet Sounds better". NME wrote of the album: "By the standards which this group has set itself, it's more than a grade disappointing." Hi Fidelity said: "... they are making the psychedelic route ... perhaps in the unforgettable city of Fresno. Until they reach the San Francisco Bay Bridge or return to the shores of Malibu ... their work can only receive partial approval." More favorably, Record Mirror's Wesley Laine predicted that Smiley Smile would "probably go to the top of the LP charts". He felt that it contained better songs "on the whole" than Pet Sounds, as well as "extremely clever and insiduous ... production and arrangements [that] fall into the current psychedelic bag without being blatantly acidy." The Milwaukee Sentinel praised the LP as "probably the most valuable contribution to rock since the Beatles Revolver" and for being unlike anything the Beatles had done. Cheetah gave the album a rave review, observing that "the mood is rather childlike (not childish)—the kind of innocence that shows on the album cover, with its Rousseau-like animals and forest, and the smoke from the cabin chimney spelling out the title. ... The expression that emerges from this music is very strange: it's a very personal mood." New York Times journalist Richard Goldstein rued that "the album is a memorable, if disjointed experience, and a truly religious one as well. One must decide for oneself what the sermon is worth listening for." In his May 1968 column in Esquire, Robert Christgau praised the minimalism of Smiley Smile, characterizing the record as "slight" and calling the deliberately uncommercial sound of the album "unique and almost perfect". Controversy involving whether the band was to be taken as a serious rock group followed them into the next year. On December 14, 1967, Rolling Stone editor and co-founder Jann Wenner printed an influential article that denounced Wilson's "genius" label, which he called a "promotional shuck", and the Beach Boys themselves, which he called "one prominent example of a group that has gotten hung up on trying to catch The Beatles". He wrote that "for some reason, [Smiley Smile] just doesn't make it ... [the songs] just don't move you. Other than displaying Brian Wilson's virtuosity for production, they are pointless." In February 1968, a Rolling Stone reviewer referred to the album as a "disaster" and an "abortive attempt to match the talents of Lennon and McCartney." ## Legacy ### Aftermath and archival releases Smiley Smile became the first in a three-part series of lo-fi Beach Boys albums (preceding Wild Honey and Friends) and the first in a seven-year string of under-performing Beach Boys albums (ending with the 1974 compilation Endless Summer). The Smile era is generally viewed as the ending of the Beach Boys' most artistically creative period, and the point after which Brian began relinquishing his hold as the group's creative leader. Much of the group's subsequent recordings from 1967 to 1970 followed similar experimental traditions as Smiley Smile – namely, through sparse instrumentation, a more relaxed ensemble, and a seeming inattention to production quality. Carl took Brian's place as the most musically dominant member, and Brian would not be credited as producer for another Beach Boys album until 1976's 15 Big Ones. Commenting on the album in retrospect, Bruce Johnston said it was "a thousand times better than the [original Smile] ... It's just the most underrated album in the whole catalog for me." Dennis Wilson said, "It was not as ambitious as Pet Sounds was. But ... I listened to it in a jungle in Africa and it sounded great." Conversely, Al Jardine felt that "there are some pretty cool songs on that album but I didn't like rehashing some of the Smile songs. That didn't work for me." Mike Love wrote, "Some of the songs we recorded could barely be called songs. They were chants, spacey fragments, weird sound effects. Every group produces at least one bad album ... I don't think Brian wanted to be associated with it either." Smile material continued to trickle out in later releases, often as filler songs to offset Brian's unwillingness to contribute. "Cool, Cool Water", an outtake from Smiley Smile and Wild Honey sessions, was partially rerecorded and issued as the closing track for Sunflower (1970). When The Smile Sessions box set was released in 2011, co-producer Mark Linett acknowledged that "there's things that some people think – should Smiley Smile sessions be there – [with tracks such as] 'Can't Wait Too Long', we get into a very fuzzy area". In 2017, additional session highlights from the album were released on the rarities compilation 1967 – Sunshine Tomorrow. The compilation was followed several months later with two more digital-exclusive releases: 1967 – Sunshine Tomorrow 2: The Studio Sessions and 1967 – Live Sunshine. ### Reappraisal Smiley Smile has since become a cult and critical favorite in the Beach Boys' catalog. In biographer Peter Ames Carlin's estimation, "the album's reputation improved with hindsight", particularly after the release of "stripped-down warts-and-all albums" by other artists, including Bob Dylan (John Wesley Harding, 1967) and the Beatles (The White Album, 1968). Writing in 1971, Melody Maker's Richard Williams referred to Smiley Smile as "The Great Undiscovered Pop Album", one that had been "either ignored or dismissed by the reviewers." Its prevailing negative response mellowed after the record was reissued in 1974 – the same year that NME writers ranked it as the 62nd greatest album of all time. According to Matjas-Mecca, following the mid-1970s, the album "began to acquire a fan base that heard magic in Brian's lo-fi production [and] is now considered an important work in Brian's catalog. In a world that embraces lo-fi art, the album is considered a masterpiece." Reviewing the album for AllMusic, Richie Unterberger called it a "rather nifty, if rather slight, effort that's plenty weird". Spencer Owen of Pitchfork deemed it "a near-masterpiece. Without any awareness of Smiles existence, this album could have been a contemporary classic ... and although the album isn't anywhere close to the sonic revolution that Sgt. Pepper had already brought, Wilson's innovative production and arrangements still bring out the best in every single track." Blender's Douglas Wolk called it "the Boys' psychedelic album — joltingly spare, druggy and funny, with the most gorgeous harmonies of their career." Harrison compared Wilson's work favorably to that of classical composers such as Schoenberg. Less favorably, Kent maintained that the album "undersold the worth" of Smile with "dumb pot-head skits, so-called healing chants and even some weird 'loony tunes' items straight out of a cut-rate Walt Disney soundtrack". The Guardian's Geoffrey Cannon viewed Parks' lyrics as "pretentious", believing that Parks "messed Brian up" during Smiley Smile. Paste's Bryan Rolli ranked it at number 2 in a list of the "10 Most Disappointing Follow-Up Albums", calling it a "disjointed collection of minimalist recordings and a capella bits that are not so much songs as fragments of a shattered psyche". In the 2004 edition of The Rolling Stone Album Guide, the reviewer described Smiley Smile as "inconsistent" and said that, given the context of its release in September 1967, "the album was like a strange throwback – it highlighted how out of touch these suburban California surfers had become with the psychedelic times." In his 2007 book The Act You've Known for All These Years: The Life, and Afterlife, of Sgt. Pepper, Clinton Heylin writes that the album "sounded like a [throwaway] contractual obligation" and, together with its commercial failure, confirmed "one of the most spectacular falls from grace of any sixties band". In the 2000s, Smiley Smile began to be included in lists of "must-hear" albums compiled by various publications. In 2000, it was ranked number 415 in Colin Larkin's book of the All Time Top 1000 Albums. In a 2007 issue of Rolling Stone, Robert Christgau and David Fricke named it one of the 40 essential albums of 1967; Christgau declared: "Towering it's not; some kind of hit it is." In 2017, it was ranked number 118 on Pitchfork's list of greatest albums of the 1960s, where it was described as having "developed a small cult of its own, attracting those drawn to its stripped-down, highly spontaneous, and deeply stoned vibe." ### Influence and medicinal use In 2000, Smiley Smile was one of 100 albums featured in the book The Ambient Century as a chapter in the development of ambient music. Pitchfork contributor Mark Richardson wrote that the record "basically invented the kind of lo-fi bedroom pop that would later propel Sebadoh, Animal Collective, and other characters." Dedicated tribute albums include Smiling Pets (1998) and Portland Sings The Beach Boys "Smiley Smile" (2013). Pete Townshend of the Who is a known admirer of the record, as is Robbie Robertson of the Band. XTC's Andy Partridge considered it one of "the most influential records for me" and it was a direct inspiration for his song "Season Cycle" (Skylarking, 1986). In an interview with Time, Steven Tyler of Aerosmith stated that his "island" music picks include Smiley Smile, "Just for the melodic fuck all." Keiichi Suzuki and Hirokazu Tanaka, who composed music for the Japanese role-playing video game series EarthBound, cited Smiley Smile among influences on the games' soundtracks. In 2017, the New York Observer's Ron Hart wrote that Smiley Smile sonically foreshadowed the work of Harry Nilsson, Elvis Costello, Stereolab, the High Llamas, the Olivia Tremor Control, and Father John Misty. Comedian Trevor Moore stated that the theme song for his troupe's television show, The Whitest Kids U' Know, was based on "Little Pad", which itself had been used as the opening theme for their live shows. In later years, Smiley Smile became celebrated as one of the finest chill-out albums, and one that is suited for listening during an LSD comedown. At least one drug treatment center played the LP for patients to help relieve their use of drugs. Carl Wilson told the NME in 1970: "In Fort Worth, Texas, there is a drug clinic which takes people off the streets and helps them get over bad LSD trips. They don't use any traditional medical treatment whatsoever. All they do is play the patient our Smiley Smile album and apparently this acts as a soothing remedy which relaxes them and helps them to recover completely from their trip." ## Track listing Lead vocals per 1990 CD liner notes by David Leaf. On its original release, Van Dyke Parks was not credited for "Wonderful". ## Personnel Per David Leaf, as well as from band sessionographer Craig Slowinski, including full credits for "Good Vibrations" and "Heroes and Villains" and partial credits for "Vegetables." The credits for "Good Vibrations" are adapted from Slowinski's liner notes from The Smile Sessions box set, as well as the website Bellagio 10452, maintained by music historian Andrew G. Doe. The Beach Boys - Al Jardine - lead vocals, harmony and backing vocals, water bottle sound effects - Mike Love - lead vocals, harmony and backing vocals - Brian Wilson - lead vocals, harmony and backing vocals, tack piano, Baldwin organ, harpsichord, electric harpsichord, tambourine, electric bass - Carl Wilson - lead vocals, harmony and backing vocals, guitar, shaker - Dennis Wilson - harmony and backing vocals, Hammond organ - Bruce Johnston - backing vocals on "Good Vibrations" Additional musicians and production staff - Billy Hinsche - harmony and backing vocals on "Heroes and Villains" - Van Dyke Parks – tack piano - Hal Blaine – drums, timpani, shaker - Jimmy Bond – upright bass - Frank Capp – bongos with sticks - Gary Coleman – sleigh bells - Steve Douglas – tenor flute - Jesse Ehrlich – cello - Gene Estes – slide whistle - Jim Gordon – drums - Bill Green – contra-clarinet, bass saxophone - Jim Horn – piccolo - George Hyde – French horn - Larry Knechtel – Hammond organ - Plas Johnson – piccolo, flutes - Al De Lory – tack piano - Mike Melvoin – upright piano - Jay Migliori – flutes - Tommy Morgan – bass harmonica, overdubbed jaw harp, harmonica - Bill Pitman – Danelectro bass - Ray Pohlman – Fender bass - Don Randi – electric harpsichord - Lyle Ritz – upright bass, Fender bass - Paul Tanner – Electro-Theremin - Terry (surname unknown, possibly Terry Melcher) – tambourine - Arthur Wright – Fender bass - unknown (possibly Hal Blaine) – tambourine Technical staff' - Chuck Britz – engineer - Cal Harris – engineer - Jim Lockert – engineer - The Beach Boys – producers - Brian Wilson - producer ("Good Vibrations") ## Charts
56,558,465
Apollo 11 50th Anniversary commemorative coins
1,137,866,796
American commemorative coin set
[ "Anniversaries", "Apollo 11", "Articles containing video clips", "Cultural depictions of Buzz Aldrin", "Cultural depictions of Neil Armstrong", "Flags on coins", "Modern United States commemorative coins", "Moon on coins", "United States gold coins", "United States silver coins" ]
The Apollo 11 50th Anniversary commemorative coins were issued by the United States Mint in 2019 to commemorate the 50th anniversary of the first crewed landing on the Moon by Apollo 11 astronauts Neil Armstrong and Buzz Aldrin. Consisting of a gold half eagle (\$5 coin), two different sizes of silver dollars, and a copper-nickel clad half dollar, each of the four was issued in proof condition, with all but the larger silver dollar also issued in uncirculated. The gold coins were struck at the West Point Mint, the silver at the Philadelphia Mint and the base metal half dollars at the mints in Denver and San Francisco. All four coins have the same design. The obverse depicts a bootprint on the lunar surface, based on a photograph taken by Aldrin. That design is by Maine sculptor Gary Cooper, with engraving by Joseph Menna of the Mint. The reverse, as mandated by Congress, depicts the visor and surrounding helmet of Aldrin's space suit, with Armstrong, the U.S. Flag and the Apollo Lunar Module Eagle in the reflection. This is based on a well-known photograph taken by Armstrong, and was created and engraved by Phebe Hemphill of the Mint. The depiction of Aldrin made him the seventh individual to appear on a U.S. coin who was alive at the time the coins were struck. The Apollo 11 coins are curved, so that the obverse is concave and the reverse is convex. Prior to the release date of January 24, 2019, there was anticipation that some denominations might sell out, as had occurred with the previous U.S. issue of curved pieces, the 2014 National Baseball Hall of Fame coins. This did not prove to be the case, and none of the coins sold out before sales ended on December 27, 2019. It was nevertheless the most successful U.S. commemorative coin program since the Baseball Hall of Fame issue, with over 600,000 Apollo 11 coins sold. The larger silver dollar won the Coin of the Year Award for 2019-dated issues. ## Background In 1961, U.S. President John F. Kennedy challenged his nation to land an astronaut on the Moon by the end of the decade, with a safe return to Earth. The U.S. space agency, NASA, worked towards this goal incrementally, sending astronauts into space during Project Mercury and Project Gemini, leading up to the Apollo program. NASA achieved its goal with Apollo 11, which landed on the Moon on July 20, 1969. Neil Armstrong and Buzz Aldrin walked on the lunar surface while Michael Collins orbited the Moon. The mission returned to Earth on July 24, 1969, fulfilling Kennedy's challenge. About an hour and a half after Armstrong first set foot on the lunar surface, Aldrin performed the Boot Print Soil Mechanics Experiment. He photographed an undisturbed area of the surface, then made two bootprints and photographed them. Those two bootprints were not disturbed by the astronauts' subsequent activity, and are visible in photographs taken from the Lunar Module Eagle prior to liftoff. About 13 minutes following the taking of the bootprint photographs, after Armstrong had collected a bulk sample of lunar regolith from the surface, Aldrin was supposed to photograph the site the material had been taken from. Instead, he offered the camera to Armstrong, perhaps feeling that as Armstrong had taken the sample, he could make better use of the camera. Armstrong took eight photographs before Aldrin resumed use of the camera; the eighth has been deemed "one of the most famous photos in history: a portrait of Aldrin, his gold-plated sun visor reflecting the photographer and the Lunar Module, the flag, and the moon’s horizon against an unimaginably black sky." ## Proposal and legislation The Apollo 11 coins were the brainchild of Mike Olson, a member of the federal Citizens Coinage Advisory Committee (CCAC) from Iowa, who thought of it in February 2014, several months before his term on the committee ended. He had recently rewatched the film Apollo 13, and felt there should be a coin issue in honor of the fiftieth anniversary of Apollo 11 landing on the Moon. The CCAC was preparing its annual report and he persuaded his colleagues to include a recommendation for Apollo 11 coinage. Olson had left the committee by the time the CCAC prepared its annual report, but the chair, Gary Marks, took up the cause and got it included. In January 2015, Olson discussed his proposal with Iowa Representative Rod Blum, who referred the matter to Florida's Bill Posey, whose district included the Kennedy Space Center, and who as a young man had worked in the Apollo program. Posey obtained a bipartisan group of cosponsors and introduced legislation in June 2015. Legislation to mark the 25th anniversary of the Moon landing with coins had been introduced into Congress in 1993 but had failed, as had a bill in 2007 for the 50th anniversary of NASA. The Mint had three times previously honored the Moon landings on coins, with the reverses of the Eisenhower dollar (1971) and Susan B. Anthony dollar (1979), (both showing the Apollo 11 mission patch), and with the 2002 Ohio entry in the State Quarters series, depicting an Apollo astronaut. The 2015 bill was referred to the House Committee on Financial Services, where it sat; the website GovTrack.us gave it a 13 percent chance of enactment. Through 2016, advocates attempted to boost support for the bill, which by November had 298 cosponsors, enough to get a floor vote during the lame-duck session of Congress. Olson continued his lobbying, as did the Astronauts Memorial Foundation and Astronaut Scholarship Foundation, each designated to receive some of the surcharges on the coins. Despite the support of Aldrin and Collins, the surviving Apollo 11 astronauts, the Senate version of the bill had only 11 cosponsors, far fewer than the 67 needed for a vote. If there was no successful vote, the bill would die at the end of the 114th Congress. On December 5, the last day of the House session, the bill was called up for debate by Congressman Posey, who then addressed the House in support of the bill, recounting the history of Apollo 11. Nydia M. Velázquez of New York and Frederica S. Wilson of Florida spoke of the hundreds of thousands of workers who had made Apollo possible, and applauded the inclusion of the Scholarship Foundation as a beneficiary, hoping the coins would have a legacy of young people entering the sciences. Posey spoke again briefly, and the bill passed without opposition. A final push by proponents resulted in 70 Senate cosponsors, three more than needed. Arkansas Senator John Boozman brought the bill to the Senate floor on December 9, and it passed without opposition. The bill became Public Law 114–282 with the signature of President Barack Obama on December 16, 2016, one of the final bills he signed as president. The act required that the coins be issued "in recognition of the 50th anniversary of the first crewed landing on the Moon". They were required to have a curved shape similar to the 2014 National Baseball Hall of Fame commemoratives. These coins, with the concave design for the obverse resembling a baseball glove, had been enormously popular. There were to be up to 50,000 Apollo 11 \$5 gold pieces, or half eagles, 400,000 regular-sized silver dollars, 750,000 clad half dollars, and 100,000 additional silver dollars containing five troy ounces of silver and measuring three inches in diameter. All coins would have the same design, and would be available in uncirculated and in proof condition, except the five-ounce silver dollar, which would be in proof only. The design for the concave obverse could be selected through a design competition. A surcharge of \$35 on the gold pieces, \$50 on the five-ounce silver dollar, \$10 on the smaller silver dollar and \$5 on the half dollar would be collected. Once the Mint recouped its costs, half the remainder of the money would be distributed to the Smithsonian Institution's National Air and Space Museum (NASM) for its "Destination: Moon" exhibit, one quarter to the Astronauts Memorial Foundation and one quarter to the Astronaut Scholarship Foundation. The coins could only be issued during 2019. ## Design ### Selection From May 1 to June 29, 2017, the Mint accepted submissions for the coins' obverse design. Those whose concepts made the first cut would be notified by July 31, with revised submissions to be made by September 8. The obverse was not to include the image of any living person, including an astronaut, and was to be "emblematic of the United States space program leading up to the first crewed Moon landing". A total of 119 proposals were submitted, and a jury consisting of three members each of the Commission of Fine Arts (CFA) and the CCAC winnowed them down to 18 finalists. When the CCAC met on October 18, 2017, members were unenthusiastic, with some predicting a sales disaster and wanting to discard all the designs, but the chair, Mary N. Lannin said that one of them must be selected. The Fine Arts Commission met the following day; its members expressed some enthusiasm about the proposed designs. The jury members met and viewed the designs on October 20. From the finalists, a design by Maine sculptor and medalist Gary Cooper was selected, depicting the bootprint of an astronaut on the Moon. Cooper had a longtime interest in coinage, and had submitted an unsuccessful entry in the 1998 Sacagawea dollar design competition, as well as an entry, also unsuccessful, for Maine's coin in the State Quarters series. The CFA had commented on the bootprint design, saying that it "may seem overly familiar". During the second round of the Apollo 11 competition, Mint officials had him submit modified versions of his entry, altering the position of elements of the design. It was one of these alternatives that won the competition. For his efforts, Cooper was paid a total of \$5,500, with \$500 an award for participation in the second round and the remainder the prize for winning. Cooper's concept was adapted for die production by Mint Sculptor-Engraver (now Chief Engraver) Joseph F. Menna. Artists at the Mint produced three designs for the reverse, and in June 2017, both CFA and CCAC agreed on one of them. That design was by U.S. Mint Sculptor-Engraver Phebe Hemphill, who also engraved her side of the coin. The two winning designs were unveiled on October 11, 2018, at the NASM in Washington, DC, in the presence of dignitaries such as Mint Director David J. Ryder and Apollo 7 astronaut Walt Cunningham. At the unveiling, Ryder stated the five-ounce silver dollars, once placed on sale, could sell out in ten minutes. ### Description The shared obverse for the coins, created by Cooper, adapts the well-known photograph of an astronaut's bootprint, taken by Aldrin with a Hasselblad film camera, symbolizing the first step on the Moon. Cooper stated, "I recall seeing those first footprints, and it made so many people feel like that was their own footprint. I’ve never seen anything like that since." He noted that the original photograph had darkness in the recesses of the bootprint, forcing him to be creative. Along the rim are the words MERCURY, GEMINI and APOLLO, separated by depicted phases of the Moon progressing toward full as NASA's programs advance towards the Moon landing. LIBERTY is at the bottom, with above and to each side, the date 2019 (to left) and IN GOD WE TRUST to the right. The initials of Cooper and Menna, and the mint mark of the facility where the coin was struck also appear on the obverse. Congress required that the reverse be a "close-up of the famous 'Buzz Aldrin on the Moon' photograph taken July 20, 1969, that shows just the visor and part of the helmet of astronaut Buzz Aldrin, in which the visor has a mirrored finish and reflects the image of the United States flag and the lunar lander and the remainder of the helmet has a frosted finish." Although it is not usual for a living person to appear on a U.S. coin, Congress mandated it be done in this case, making Aldrin the seventh person depicted on a U.S. coin to be alive at the time it was struck by the Mint—the sixth, Nancy Reagan in 2016, was still alive at the time her entry in the First Spouse gold coin series was minted, but died before the official release. The convex shape of the reverse is meant to evoke the curvature of the visor on an astronaut's helmet. Hemphill stated, "I over-emphasized the curvature [in the scene] to create the illusion of the curved visor." On the coins, the visor is framed by the words UNITED STATES OF AMERICA and E PLURIBUS UNUM, with the denomination appearing in its upper left; the Solar Wind Composition Experiment, visible in the original image, is omitted. In the reflection on the visor may be seen the Lunar Module Eagle, the United States flag (made more prominent than in the original), and the photographer, Neil Armstrong. ## Striking On December 13, 2018, ceremonial first strikes of both sizes of the silver dollar took place at the Philadelphia Mint. Offspring of the Apollo 11 astronauts, Mark Armstrong, Andy Aldrin and Ann Collins struck both size coins. The dignitaries who struck coins would be allowed to purchase them once sales opened to the public. Mint Director Ryder also struck a five-ounce piece and predicted the coinage program would sell out. Such a sellout would generate \$14.5 million in surcharges for the beneficiary organizations. The Mint had difficulty in determining the proper angle for the curves so that the coins would strike fully, working out techniques on the five-ounce dollar and adapting them for the smaller coins. Each die was created using cutting equipment, followed by hand finishing—no master die was used. Early attempts showed die cracks along the legs of the lunar lander, and problems with metal flow at Armstrong's hands. Adjustments, and a switch from .900 silver to .999, alleviated these problems. The two Apollo 11 silver dollars were the first U.S. commemoratives to be struck in .999 silver, with earlier silver commemoratives struck in .900. The change from the Mint's historic standard of .900 occurred because it had become little-used, causing the Mint to place custom orders with refineries; several years earlier, the Mint had obtained permission from Congress to strike coins of not less than 90 percent silver, allowing it to align with other world mints in using .999. The three-inch silver dollar was struck on the Philadelphia Mint's only Graebener GMP 1000 press, obtained to strike the America the Beautiful three-inch quarters. Each die for the five-ounce silver dollar initially took 14 hours to make and would strike about 100 coins; this figure was later reduced to 11.5 hours. In advance of the opening of sales on January 24, 2019, it was anticipated that some or all of the different varieties of the new coins might quickly sell out, marking the first time that had occurred since the Hall of Fame issue in 2014. That issue had seen the 50,000 gold coins sell out in a matter of minutes, with the 400,000 silver dollars gone in less than two weeks. The clad half dollars had not sold out, but more than 400,000 of the 750,000 had been sold, leading to surcharges totaling nearly \$8 million for the designated beneficiary, the Baseball Hall of Fame. On January 18, introductory prices for the non-gold coins were announced; prices for the gold coins, which would fluctuate based on the market, would be determined closer to the opening of sales. The five-ounce silver dollar, from the Philadelphia Mint, would cost \$224.95, with an initial household order limit of one. The smaller silver dollar would cost \$54.95 for the proof coin and \$51.95 in uncirculated, with a household order limit of 100. The half dollar in uncirculated condition, struck at the Denver Mint, was \$25.95 each, and the proof coin (struck at the San Francisco Mint) was \$27.95, with no order limit. A set containing both the proof Apollo 11 half dollar and a 2019–S Kennedy half dollar in enhanced reverse proof condition, restricted to 100,000 sets and with an order limit of five, cost \$53.95. The set with the Kennedy half was issued to mark the connection between President Kennedy and the American space program. Prior to the January 24 opening of sales, prices for the gold pieces, struck at the West Point Mint, were set at \$418.50 in proof and \$408.50 in uncirculated, with an initial limit of one gold coin per household, regardless of condition. These prices were set from the Mint's Pricing of Numismatic Gold, Commemorative Gold, and Platinum Products table. ## Distribution ### Release A ceremony to mark the release of the Apollo 11 coins was held at the Kennedy Space Center Visitor Complex on January 24, 2019. The CAPCOM during Eagle'''s landing, Apollo 16 Lunar Module Pilot Charles Duke, spoke at the ceremony, stating the new issue would bring back memories of the day Apollo 11 landed on the Moon. Duke commended that the issue would raise money for worthy causes and stated he planned to buy some of the gold coins. Ryder had been scheduled to speak at the Florida event, but could not attend due to the ongoing partial government shutdown. The Apollo 11 coins went on sale to the public on January 24, 2019, at 12 noon EST through the Mint's website and via telephone; they were also available at the sales center at Mint headquarters in Washington, at the mints in Philadelphia and Denver, and at the ceremony site at Kennedy Space Center. Collectors reported minimal difficulties in placing their orders online, and although the three-inch dollar went into backorder status within an hour, figures released by the Mint showed that none of the coins had come near sellout on the first day of sales. The fact that none of the coins sold out on the day of issue brought varied reactions. Dave Harper, editor of Numismatic News, suggested the program might be a failure, and that the sales figures "do show a lack of early enthusiasm already." Olson expressed pleasure with the first day's sales, predicted all would sell out by the end of the year, and noted that no collector had been shut out from getting coins. Coin forum bloggers deemed the sales to be dismal, and that they foretold a poor future for numismatics in the United States. A total of 296,311 Apollo 11 coins were sold in the first 24 hours, with the five-ounce silver dollar the leader both in number sold (51,271) and percentage of the mintage authorization sold (51.3 percent). At noon EST on January 25, the limit on the number of coins that could be sold to a single household was waived. ### Continued sales On January 29, the Mint announced that the packaging for the 70,000 half dollar sets that had been shipped, containing a 2019-S Apollo 11 half dollar in proof condition and a 2019–S Kennedy half dollar in enhanced reverse proof finish, contained a factual error. The packaging credited former chief engraver Gilroy Roberts with the design of both sides of the Kennedy half dollar when in fact he had designed only the obverse, with Frank Gasparro responsible for the reverse. The Mint halted shipments and made plans to print corrected packaging. The set was limited to 100,000 as that was the mintage limit of the special Kennedy half. Replacement sleeves were made available beginning in late May to customers who had purchased the half dollar set. Sales of the half dollar set reached 94,119 by February 10 and it showed as unavailable on the Mint's website. This foretold a sellout of the special Kennedy piece, which was only issued in the set, but not of the Apollo 11 half dollar—only 163,434 of these had been sold as of that date, just over a fifth of the authorized mintage. By February 21, the proof half dollar set had sold out entirely. On February 25 at 3 pm EST, introductory pricing ended, and prices increased by \$5. Ryder had pledged at the December 2018 first strike ceremony to have some of the coins sent into space, and this came to pass on May 4, 2019, when a SpaceX Dragon cargo spacecraft was launched with two 2019-S proof clad half dollars included in the payload for the International Space Station. They returned to Earth on June 3, also aboard a SpaceX Dragon cargo craft. One flown coin was to form part of the "Destination: Moon" exhibit at the Smithsonian and the other to be displayed at Mint headquarters. On May 6, a product packaging a 2019-S Apollo 11 U.S. half dollar with a curved Australian \$5 piece in commemoration of the Moon landing went on sale by the Royal Australian Mint (RAM), with production limited to 10,000. The RAM purchased the coins from the U.S. Mint at a bulk discount; the U.S. Mint provided publicity on its website and a link to the RAM's site. The Mint also partnered with Spain's Royal Mint in issuing sets of coins—both Australia and Spain hosted tracking stations for Apollo. 1,969 of the smaller silver dollar in proof condition were offered by the Royal Canadian Mint, with each coin encased in a silver bar, at a price of C\$369.95 or \$296.00 in U.S. currency. By June 30, the Mint had sold 28,068 of the proof half eagles and 11,168 of the uncirculated. Sales of the smaller silver dollar were 171,957 in proof and 52,870 in uncirculated; of the larger, 61,037 had sold. The 2019–S Apollo 11 half dollar, a proof coin, had sold 99,997 units as part of the half dollar set and 55,297 by itself; the uncirculated half dollar from Denver had sold 36,820 pieces. Stories about the 50th anniversary of the Moon landing boosted sales in July; four of the Mint's ten highest-selling items for the week ending July 21 were Apollo 11 coins as the series enjoyed its best week's sales since February. Beginning on August 7, the Mint sold sets containing either the \$5 piece or the smaller silver dollar in proof condition with a print in honor of Apollo 11 from the Bureau of Engraving and Printing. Prices were set at \$78.95 for the print and silver dollar set and \$19 above the price of the gold coin for the print/\$5 piece set. Due to the rising price of gold, the Mint was selling the \$5 piece for \$485 by itself. The two new sales options went into backorder status the same day sales began. After 19 days of sales, through August 25, a total of 681 of the print/\$5 piece sets and 2,570 of the print/silver dollar sets had sold. As of September 29, sales totaled: 31,331 proof half eagles by themselves (plus 825 sold with the print) and 11,713 uncirculated; 65,463 three-inch silver dollars; 200,712 smaller proof silver dollars by themselves (plus 3,122 with the print) and 56,960 uncirculated; 99,998 half dollar sets; 62,470 additional proof half dollars; and 40,170 uncirculated half dollars. At the Mint's Numismatic Forum held in Philadelphia in October, Mint Director Ryder predicted sales of 90,000 for the five-ounce silver dollar. ### Conclusion of sales The Mint did not report weekly sales figures after November 3, 2019, due to the departure of the employees responsible for them, and the need to train a replacement. The next update was for sales through December 16, issued by a Mint spokesperson who indicated that regular weekly reports would not resume until January 2020. The report showed sales as: 32,597 proof half eagles by themselves (plus 1,095 sold with the print) and 11,969 uncirculated; 67,683 three-inch silver dollars; 216,077 smaller proof silver dollars by themselves (plus 4,683 with the print) and 59,158 uncirculated; 99,998 half dollar sets; 66,041 additional proof half dollars; and 41,449 uncirculated half dollars. By this time, the uncirculated half eagle was selling for \$462.75 and in proof for \$472.75. The Apollo 11 coins, as well as the other 2019 commemorative issue, the American Legion Centennial coins, went off sale on December 27, 2019, at 11:59 pm EST. Sales figures through January 12, 2020, released shortly afterwards, were subject to further adjustment by the Mint, but subsequent figures as of 2021 revealed no changes. The Apollo coins outsold the American Legion ones, which included a half dollar, smaller dollar and half eagle, each with the same mintage limits, by vast margins. William T. Gibbs, managing editor of Coin World, had predicted that the five-ounce silver dollars would sell out in 24 hours, and revisited his prediction in January 2020: "I obviously overestimated interest in the coin, which admittedly had strong selling points: It commemorated a truly significant event and was the nation’s first 5-ounce silver convex/concave coin." Writing in early December, Joshua McMorrow-Hernandez of CoinWeek'' deemed the Apollo 11 coins "easily the US Mint’s most successful commemorative program since the aforementioned Baseball Hall of Fame coins in 2014. Obviously, the Apollo 11 initiative struck an emotional chord with many folks—the strong numbers clearly suggest many of the people buying these coins are from outside the numismatic community." In February 2021, the larger silver dollar was named Best Silver Coin and Best Contemporary Event Coin in the annual Coin of the Year competition. The Coin of the Year Award for 2019-dated issues, from among the various category winners, was announced on March 1, 2021, with the Apollo 11 coin the winner. ## Summary of sales Per Mint report of February 14, 2021: All pieces on sale January 24, 2019, and off sale after December 27, 2019, except as noted. Prices increased by \$5 on February 25 for all options then on sale. Options including \$5 pieces had a sales price that fluctuated based on the market price of gold. ## See also - Apollo 11 in popular culture
29,803,631
Opening of the Liverpool and Manchester Railway
1,172,019,527
1830 railway opening in England
[ "1830 disasters in the United Kingdom", "1830 in England", "Arthur Wellesley, 1st Duke of Wellington", "British companies established in 1823", "Early British railway companies", "History of transport in Greater Manchester", "Rail transport in Greater Manchester", "Rail transport in Lancashire", "Rail transport in Liverpool", "Rail transport in Merseyside", "Railway accidents and incidents in England", "Railway accidents and incidents in Merseyside", "Railway companies disestablished in 1845", "Railway companies established in 1823", "Railway lines opened in 1830", "September 1830 events" ]
The Liverpool and Manchester Railway (L&M) opened on 15 September 1830. Work on the L&M had begun in the 1820s, to connect the major industrial city of Manchester with the nearest deep water port at the Port of Liverpool, 35 miles (56 km) away. Although horse-drawn railways already existed elsewhere, the Stockton and Darlington Railway had been running for five years, and a few industrial sites already used primitive steam locomotives for bulk haulage, the L&M was the first locomotive-hauled railway to connect two major cities, and the first to provide a scheduled passenger service. The opening day was a major public event. Arthur Wellesley, Duke of Wellington, the prime minister, rode on one of the eight inaugural trains, as did many other dignitaries and notable figures of the day. Huge crowds lined the track at Liverpool to watch the trains depart for Manchester. The trains left Liverpool on time and without any technical problems. The Duke of Wellington's special train ran on one track, and the other seven trains ran on an adjacent and parallel track, sometimes ahead and sometimes behind the duke's train. Around 13 miles (21 km) out of Liverpool the first of many problems occurred, when one of the trains derailed and the following train collided with it. With no reported injuries or damage, the derailed locomotive was lifted back onto the track and the journey continued. At Parkside railway station, near the midpoint of the line, the locomotives made a scheduled stop to take on water. Although the railway staff advised passengers to remain on the trains while this took place, around 50 of the dignitaries on board alighted when the Duke of Wellington's special train stopped. One of those who got off was William Huskisson, former cabinet minister and Member of Parliament for Liverpool. Huskisson had been a highly influential figure in the creation of the British Empire and an architect of the doctrine of free trade, but had fallen out with Wellington in 1828 over the issue of parliamentary reform and had resigned from the cabinet. Hoping to be reconciled with Wellington, he approached the duke's railway carriage and shook his hand. Distracted by the duke, he did not notice an approaching locomotive on the adjacent track, Rocket. On realising it was approaching, he panicked and tried to clamber into the duke's carriage, but the door of the carriage swung open, leaving him hanging directly in the path of the oncoming Rocket. He fell onto the tracks in front of the train, suffering serious leg injuries, and dying later that night. The Duke of Wellington felt that the remainder of the day's events should be cancelled following the accident at Parkside, and proposed to return to Liverpool. However, a large crowd had gathered in Manchester to see the trains arrive, and was beginning to become unruly. Wellington was persuaded to continue to Manchester. By the time the trains reached the outskirts of Manchester the crowd had become hostile and was spilling onto the tracks. With local authorities unable to clear the tracks, the trains were obliged to drive at low speed into the crowd, using their own momentum to push people out of the way. Eventually they arrived at Liverpool Road railway station in Manchester to be met by a hostile crowd, who waved banners and flags against the duke and pelted him with vegetables. Wellington refused to get off the train, and ordered that the trains return to Liverpool. Mechanical failures and an inability to turn the locomotives meant that most of the trains were unable to leave Manchester. While the Duke of Wellington's train left successfully, only three of the remaining seven locomotives were usable. These three locomotives slowly hauled a single long train of 24 carriages back to Liverpool, eventually arriving six and a half hours late after having been pelted with objects thrown from bridges by the drunken crowds lining the track. The death and funeral of William Huskisson caused the opening of the railway to be widely reported, and people around the world became aware that cheap and rapid long-distance land transport was now possible for the first time. The L&M became extremely successful, and within a month of its opening plans were put forward to connect Liverpool and Manchester with the other major cities of England. Within ten years, 1,775 miles (2,857 km) of railways were built in Britain, and within 20 years of the L&M's opening over 6,200 miles (10,000 km) were in place. The L&M remains in operation, and its opening is now considered the start of the age of mechanised transport; in the words of industrialist and former British Rail chairman Peter Parker, "the world is a branch line of the pioneering Liverpool–Manchester run". ## Background ### Liverpool and Manchester Railway The Liverpool and Manchester Railway (L&M) was founded on 24 May 1823 by Liverpool merchants Joseph Sandars and Henry Booth, with the aim of linking the textile mills of Manchester to the nearest deep water port at the Port of Liverpool. At the time, the only means of bulk transport between the two towns other than animal-drawn carts was water transport on the Mersey and Irwell Navigation, the Bridgewater Canal and the Leeds and Liverpool Canal, all of which were slow and expensive to use; transporting raw cotton the 35 miles (56 km) from Liverpool to Manchester was as expensive as the initial cost of shipping it from America to Liverpool. Although horse and human powered railways had existed for centuries, and steam power was beginning to be used in some experimental industrial railways, the L&M was to be the first steam powered railway to provide an inter-city passenger service, and the most expensive engineering project yet undertaken in Britain. (Because much of the Liverpool and Manchester Railway ran over land owned by investors in the company, and because many of the early locomotives were owned by the engineering firms which built them rather than by the L&M, it is impossible to give a precise figure for the L&M's construction costs. The direct construction cost of the line up to its opening was around £820,000, and the two years of lobbying necessary to get the railway authorised is estimated to have cost £70,000. In comparison, the Bridgewater Canal, which had the same purpose as the L&M in connecting Manchester to the Port of Liverpool, had cost an estimated £220,000 to build in the late 18th century. The average labourer's wage in the area at this time was around £20 per year.) The Marquess of Stafford, owner of the Bridgewater Canal, was a friend of Liverpool's Member of Parliament William Huskisson, with whom he had worked at the British Embassy in Paris. Although the Marquess had initially feared the potential impact of railways on the income from his canal and had been strongly opposed to the railway, Huskisson persuaded him to allow the railway to use his lands and to invest in the scheme. In 1826 George Stephenson was appointed to design and build the 35-mile (56 km) route. Stephenson built the line using four equally spaced rails; he envisaged that this would allow the line to operate as a double tracked railway line under normal circumstances, but that in the event of a locomotive needing to haul a particularly wide load or of one of the outside rails breaking, a train could run along the central pair of rails. He also felt that, by having the rails this close together, it would reduce the amount of land required for the already extremely expensive L&M scheme. ### William Huskisson William Huskisson was born at Birtsmorton Court, Malvern, Worcestershire, on 11 March 1770. In 1783, Huskisson went to Paris to live with his great-uncle Dr. Richard Gem, witnessing the early years of the French Revolution, and was present at the Storming of the Bastille. Learning economics from the Marquis de Condorcet, he became an assistant to Earl Gower, who would later become the Marquess of Stafford. In 1792 Britain severed diplomatic relations with the French revolutionary government and Huskisson returned to London. On Huskisson's return to London Henry Dundas, the Home Secretary, appointed him to oversee the execution of the Aliens Act, which dealt with refugees arriving in Britain from areas affected by the French Revolution. He performed this task well, and in 1795 he was appointed Under-Secretary of State for War at the age of 24. In 1796 he was elected Member of Parliament (MP) for Morpeth. In 1799 he married Eliza Emily Milbanke (known as Emily), daughter of Admiral Mark Milbanke, and shortly afterwards moved to Eartham House near Chichester. He resigned from public office in 1801 following the fall of William Pitt the Younger's government. In 1804 he was re-elected to Parliament for Liskeard, and appointed to the post of Secretary to the Treasury by the returning Pitt. In 1809 Huskisson resigned from the government along with George Canning following Canning's duel with fellow cabinet minister Lord Castlereagh. In 1814 he re-entered public life as First Commissioner of Woods and Forests; although this was a relatively minor post, he was very influential in the development of detailed legislation and policy, particularly regarding the controversial relaxation of the Corn Laws. In 1823 Huskisson was appointed to the Cabinet as President of the Board of Trade and Treasurer of the Navy. In the same year he succeeded George Canning in the important constituency of Liverpool. He oversaw a number of reforms aimed at developing industry and free trade, including reform of the Navigation Acts and reduction of taxes on manufacturing and on the import of foreign goods. He drove through the restructuring of Britain's network of overseas outposts and colonies into the network of economically and politically interdependent states which became the British Empire, aiming for a gradual abolition of slavery and accelerating British colonisation. In April 1827 Huskisson's mentor George Canning became prime minister, but died less than four months later and was succeeded by Viscount Goderich. Goderich appointed Huskisson Secretary of State for War and the Colonies. Goderich resigned in January 1828 and was replaced as prime minister by Arthur Wellesley, Duke of Wellington. Huskisson, along with many other protégés of Canning, resigned later that year over the issue of the lack of parliamentary representation for Manchester. Huskisson remained in Parliament as MP for Liverpool, and devoted himself to working on behalf of the growing industrial towns of north west England; the Manchester Guardian described him as "perhaps the most useful practical statesman of the present day". Although still weak from a previous serious illness, he felt it was his duty as Liverpool's MP to attend the opening of the railway. ### Rainhill Trials and preparation for opening In late 1829, with construction of the railway almost complete, the Rainhill trials were held on a short level stretch of the completed line near Rainhill, to test how the track withstood locomotives running over it and to determine which type of locomotive would be used, with a £500 prize at stake. The Trials were widely publicised, and 10,000–15,000 people attended the first day on 6 October 1829. Of the five entrants Rocket, built by George Stephenson and his son Robert, was the only entrant to complete the trial without suffering a serious failure, and was duly selected as the design to be used. (Although often described as a race, and shown as such in illustrations, the Rainhill Trials were a series of independent trials. Each engine ran on a different day.) At around the time of the Rainhill Trials the tunnel to the forthcoming Liverpool terminus—the first tunnel ever dug under a major built-up area—was completed. To win over sceptical locals it was whitewashed, fitted with lighting and a band, and the public charged a shilling apiece to walk through it. By early 1830 the line was almost complete, and locomotives began trial runs over the route. On 14 June 1830 a test run from Liverpool to Salford drew two passenger carriages and seven fully loaded coal wagons for 29 miles (47 km) in 2 hours 25 minutes without incident. Booth convened a meeting of the directors that evening, who decided that the railway would be ready to open in late summer. After consulting with the office of the Duke of Wellington over when he would be available to attend an inauguration ceremony, and learning that he was due in the area on 13 September to attend a dinner in Manchester, it was agreed that the railway would formally open on Wednesday 15 September 1830. Actress, author and anti-slavery campaigner Fanny Kemble, who accompanied George Stephenson on a test of the L&M prior to its opening, described the tests in a letter written in early 1830. She described the steam engine as if it is a horse, with steam valve handles (which controls the steam pressure and thus the speed) being its reins bit and bridle, coals being its oats, etc: > We were introduced to the little engine which was to drag us along the rails. She (for they make these curious little fire horses all mares) consisted of a boiler, a stove, a platform, a bench, and behind the bench a barrel containing enough water to prevent her being thirsty for fifteen miles, the whole machine not bigger than a common fire engine. She goes upon two wheels, which are her feet, and are moved by bright steel legs called pistons; these are propelled by steam, and in proportion as more steam is applied to the upper extremities (the hip-joints, I suppose) of these pistons, the faster they move the wheels; and when it is desirable to diminish the speed, the steam, which unless suffered to escape would burst the boiler, evaporates through a safety valve into the air. The reins, bit, and bridle of this wonderful beast, is a small steel handle, which applies or withdraws the steam from its legs or pistons, so that a child might manage it. The coals, which are its oats, were under the bench, and there was a small glass tube affixed to the boiler, with water in it, which indicates by its fullness or emptiness when the creature wants water, which is immediately conveyed to it from its reservoirs ... > > This snorting little animal, which I felt rather inclined to pat, was then harnessed to our carriage, and Mr. Stephenson having taken me on the bench of the engine with him, we started at about ten miles an hour ... [George Stephenson's] way of explaining himself is peculiar, but very striking, and I understood, without difficulty, all that he said to me ... The engine having received its supply of water, the carriage was placed behind it, for it cannot turn, and was set off at its utmost speed, thirty-five miles an hour, swifter than a bird flies (for they tried the experiment with a snipe). You cannot conceive what that sensation of cutting the air was; the motion is as smooth as possible, too. I could either have read or written; and as it was, I stood up, and with my bonnet off 'drank the air before me.' The wind, which was strong, or perhaps the force of our own thrusting against it, absolutely weighed my eyelids down. When I closed my eyes this sensation of flying was quite delightful, and strange beyond description; yet strange as it was, I had a perfect sense of security, and not the slightest fear ... > > Now for a word or two about the master of all these marvels, with whom I am most horribly in love. He is a man from fifty to fifty-five years of age; his face is fine, though careworn, and bears an expression of deep thoughtfulness; his mode of explaining his ideas is peculiar and very original, striking, and forcible; and although his accents indicates strongly his north country birth, his language has not the slightest touch of vulgarity or coarseness. He has certainly turned my head. Four years have sufficed to bring this great undertaking to an end. The railroad will be opened upon the fifteenth of next month. The Duke of Wellington is coming down to be present on the occasion, and, I suppose, what with the thousands of spectators and the novelty of the spectacle, there will never have been a scene of more striking interest. ## Opening day The directors of the L&M set out to do all they could to make the opening day a success. It was decided that for the opening, the dignitaries and guests would assemble in Liverpool, and eight of the L&M's locomotives would haul them in special trains to Liverpool Road railway station, the railway's Manchester terminus. A number of covered railway carriages "resembling the most luxurious of road coaches", with cushioned seating and cloth linings and each capable of carrying between 12 and 24 passengers, were provided for the more important persons among those attending. More basic open carriages, described by an observer as "plain homely unadorned butter-and-egg sort of market carts", each carried 60 passengers. Cabinetmaker James Edmondson was commissioned to design a special carriage for the Duke of Wellington and his companions, described by Egerton Smith as: > The floor – 32 feet long by 8 feet wide, supported by eight wheels, partly concealed by a basement, ornamented with bold gold mouldings and laurel wreaths on a ground of crimson cloth. A lofty canopy of crimson cloth, 24 feet in length, rested upon eight carved and gilt pillars, the cornice enriched with gold ornaments and pendant tassels, the cloth fluted to two centres, surmounted with two ducal coronets. An ornamental gilt balustrade extended round each end of the carriage, and united with one of the pillars which supported the roof. Handsome scrolls filled up the next compartments, on each side of the doorway, which was in the centre. This special train was divided into four carriages. Behind the locomotive was a wagon carrying a band, and behind it were three passenger carriages, with the Duke's special carriage in the centre. It was drawn by Northumbrian, Stephenson's most advanced locomotive at the time with a 14 horsepower (10 kW) engine. The Duke's train was to run on the southern of the L&M's two tracks, and the other seven trains would run on the northern track, to ensure the Duke would not be delayed should any of the other trains encounter problems. The gathering of the dignitaries at the station and the departure of the trains was a major event. Every hotel room and lodging-house in Liverpool was full the night before. From 9:00 am onwards the area around the station was filled with people, and crowds thronged the trackside at Liverpool to watch the trains depart. One group of men had each paid two shillings for access to the best vantage point, the top of a chimney near the tunnel leading to Crown Street railway station; they were hoisted up by rope and board shortly after dawn to watch proceedings. Shortly before 10:00 am as the Duke of Wellington arrived, a band played See, the Conquering Hero Comes in his honour, beginning a tradition of the song being played at almost every British railway station opening from then on. The Duke's party entered their carriage; a gun was then fired to mark the opening of the railway. The Duke's carriages had their brakes released and were allowed to roll down the incline under the force of gravity to be coupled to the waiting Northumbrian. Soldiers cleared the tracks of onlookers, and the procession of trains left Crown Street station in Liverpool at 11:00 am, William and Emily Huskisson travelled in the Ducal train, in the passenger carriage immediately in front of the Duke's carriage. Northumbrian slowed periodically to allow the seven trains on the northern track to parade past it, but generally ran ahead of the other trains. ### Phoenix collision Near Parr, about 13 miles (21 km) out of Liverpool, the world's first passenger train-on-train collision took place, as described by "A Railer" in Blackwood's Edinburgh Magazine, who was travelling in the lead train on the northern track, hauled by Phoenix: > One of our engine wheels, how I know not, contrived to bolt from the course—in plain words, it escaped from the rail, and ploughed along upon the clay, with no other inconvenience than an increase of friction, which damped our speed, and with the additional application of the break, soon brought us to an anchor. The engine, however, behind us, not being aware of our mishap, came pelting on at a smart pace, without receiving its signal for checking motion in time. Accordingly, those on the look-out hastily called on their fellow-passengers to be on their guard, and prepare for a jolt, which took place with a crash upon our rear, sufficiently loud and forcible to give an idea of what would happen, if by any strange chance it had charged us with the unrestrained impetuosity of its powers. With no reported injuries from this incident, the wheels of the derailed Phoenix were remounted on the rails and the journey continued. After crossing the Sankey Viaduct, the trains passed Warrington Junction, where George Stephenson's Warrington and Newton Railway was under construction in the expectation of eventual extension southwards to link the L&M to Birmingham and London. After passing Warrington Junction, the parade of trains passed through the historic market town of Newton-le-Willows, roughly at the midpoint of the line. Fifty-five minutes after leaving Liverpool the procession was scheduled to stop for the locomotives to take on water at Parkside railway station, half a mile east of Newton-le-Willows and 17 miles (27 km) from Liverpool. ## Parkside Although in an isolated rural area, Parkside station had been designed as a junction station and water stop for proposed connections with the Wigan Branch Railway and the Bolton and Leigh Railway, and had multiple lines of rails in place. A leaflet given to those travelling on the trains advised that while: > the apparatus at which the water is supplied is worth looking at ... we recommend the inspection to take place from the carriages. There are here five lines of rails, and the excitation arising from the approach of a carriage will generally so confuse a person not accustomed to walk on the railroad, as to make it almost impossible for him to discern which line it is coming on. The Duke's train had run more slowly through populated areas owing to the cheering crowds, and by the time it reached Parkside the first two trains on the northern track, hauled by Phoenix and North Star, had already passed through Parkside and had pulled up ahead of the station waiting for the Duke's train to depart. By now, the passengers in the Duke's train had been travelling for almost an hour, and the water stop at Parkside was the only scheduled stop on the journey. Although it was beginning to drizzle, and despite a request from the railway engineers for passengers to remain on the trains, at 11:55 am around 50 men disembarked from the Duke's train to stretch their legs. The group consisted of many of the most influential figures of the day, including the Marquess of Stafford, Charles Arbuthnot, Prince Esterházy, the Earl of Wilton, L&M founder Joseph Sandars and William Huskisson. As the rain had formed deep puddles on either side of the railway embankment, most of the party remained on or near the railway tracks. The group stood around the rail lines and discussed the events of the day and the potential of rail travel. According to Sandars, Huskisson congratulated him on the achievement of his vision, and said to Sandars that he "must be one of the happiest men in the world". William Holmes, the Chief Whip, then called Huskisson to one side. He suggested that, with the Duke of Wellington in a particularly good mood owing to the cheering crowds which had lined the route, it might be a good time for Huskisson and the Duke to meet and try to arrange a reconciliation. The Duke of Wellington was becoming unpopular as prime minister, particularly in the industrial north west of England, for continually blocking proposed reforms. Huskisson saw himself as well placed to unite the two wings of the Tory party should the Duke retire, or to lead the reforming faction of the party into a split from the Tories and a progressive alliance with the Whigs. He also saw himself as a natural ally for the Duke, despite their political differences, as a Tory popular in Liverpool and Manchester, both of which were traditionally hostile to the party. Newspapers were already beginning to report rumours that Huskisson and his supporters were to be invited back into the government. Huskisson saw the Duke of Wellington sitting in the front corner of his special carriage. Huskisson walked along the tracks to the carriage, extended a hand, and the Duke reached out of the carriage and shook it. ### Rocket collision As Huskisson and the Duke of Wellington exchanged greetings, some of the crowd saw Rocket, hauling the third of the seven trains on the northern track, approaching in the distance. They shouted "An engine is approaching, take care gentlemen" to those people—including Huskisson—standing on the tracks. The men gathered on the track moved out of the way of the approaching Rocket, either by climbing onto the embankment or getting back into their carriages. Unlike the other carriages, Edmondson had not equipped the Duke's carriage with fixed steps. Instead, a movable set of steps was at the back of the carriage, to be moved into position to allow travellers to board and alight at whichever part of the carriage was most convenient. With Rocket approaching, there was not time to fetch the movable steps. With Rocket 80 feet (24 m) away, only Holmes, Huskisson and Esterházy remained on the tracks. Edward Littleton MP, a passenger in the Duke's carriage, reached out to Esterházy and hauled him into the carriage to safety. Joseph Locke, driving Rocket, now saw that there were people on the line ahead. Rocket was an engineering prototype, and had not been equipped with brakes. Locke threw the engine into reverse gear, a process which took ten seconds to engage. As Rocket continued to approach, Huskisson and Holmes panicked. Holmes clung to the side of the Duke's carriage, while Huskisson made two efforts to run across the track to safety, each time returning to the side of the carriage. The space between the rails was , and the carriages overhung the outside rails by 2 feet (610 mm). Pressed against the side of the carriage, the remaining gap was just enough for Huskisson and Holmes to escape without injury, but Huskisson misjudged the distance. According to Edward Littleton, the Duke of Wellington said to Huskisson "We seem to be going on—you had better step in!" Huskisson tried to clamber into the carriage, but those inside failed to reach him to pull him in. Holmes, still pressed against the carriage, shouted "For God's sake, Mr Huskisson, be firm", but Huskisson grabbed the door of the carriage. With Holmes still pressed against the side of the carriage, the door, with Huskisson hanging on to it, swung out directly into the path of Rocket. Rocket collided with the door and Huskisson fell onto the track in front of the locomotive. In the words of Harriet Arbuthnot, who was in the Duke's carriage, '[Huskisson] was caught by it, thrown down & the engine passed over his leg & thigh, crushing it in a most frightful way. It is impossible to give an idea of the scene that followed, of the horror of everyone present or of the piercing shrieks of his unfortunate wife, who was in the car. He said scarcely more than, "It's all over with me. Bring me my wife and let me die. ### Initial reaction `Joseph Parkes, Lord Wilton and William Rathbone were the first to reach Huskisson. They found that a wheel had passed over his right calf and thigh, leaving his knee itself untouched. A flap of skin on his upper leg had been cut back, exposing the muscles, and the exposed arteries had not been severed but were flattened, pulsing with Huskisson's heartbeat. The damaged leg shook uncontrollably. Observers noted that Huskisson did not appear to be in pain, and instead lay watching the leg shake. Huskisson shouted "This is the death of me". Parkes attempted to reassure him, but Huskisson replied "Yes, I am dying, call Mrs Huskisson". A man threw his coat over William Huskisson's leg to spare Emily Huskisson from seeing the extent of his injuries, and she was helped from the carriage in which she had been sitting. In hysterics, she attempted to throw herself onto Huskisson, but was restrained by fellow passengers as Lord Wilton applied a makeshift tourniquet he had made using handkerchiefs and an elderly passenger's walking stick. Other passengers ripped the door of a nearby railway storeroom from its hinges, to serve as a makeshift stretcher. Huskisson was lifted onto the door, shaking his head and saying "Where is Mrs Huskisson? I have met my death, God forgive me." (Garfield, writing in 2002, gives his words as "This is my death, God forgive me".)` Men ran along the track in both directions to tell the other trains not to proceed. In the initial panic, the first thought of many of those present was that the Prime Minister had been assassinated. > On looking out, I observed the Duke's train drawn up parallel to another train, with a considerable number of persons on foot assembled in the intervening space; and, at the same time, I perceived an appearance of hustling, and stooping, and crowding together for which I could not well account. In another moment, a gentleman rushed forth, and came running up the line towards us; as he neared, I saw evidently that he was much agitated, and pale, and breathless—in short, that something dreadful had happened was obvious. At length he stopped, and fifty voices exclaimed, "Has any thing happened? What is the matter?" In a state of distracted nervousness, and in broken unconnected words, he at last broke silence—"Oh God! he is dead! He is killed! he is killed!"—"Who, and when, and how?" burst from every mouth; the first passing thought on my own, and probably every other mind, being, that some desperate and successful attempt had been made on the Duke's life. The truth, however, soon spread like wildfire to the right and left, acting, as it fell upon every car, like a spell. Smiles and cheerful countenances were changed for one general gloom. Amongst those who were near the fatal spot, the first feeling was one of thankfulness, that their own immediate relative was not the victim; the next, and most permanent, was sympathy with the unhappy lady who saw her husband stretched, lacerated and bleeding, on the ground. A further sympathy was, I am sure, as generally and as sincerely felt—a sympathy with those gentlemen, who, as directors, had for so long devoted themselves to the accommodation of the public, and looked forward to this day as a gratifying and auspicious termination of their labours; conscious, too, as they were, that had their printed directions, issued with the tickets, been adhered to, no such accident could by any possibility have occurred. Henry Herbert Southey, physician to the recently deceased George IV, had travelled in the Duke's train, as had Dr Hunter, professor of anatomy at the University of Edinburgh. The two of them rushed to Huskisson's side, joined shortly afterwards by Joseph Brandreth, a Liverpool surgeon who had been travelling behind Phoenix. The doctors suggested returning Huskisson to Liverpool for treatment, but George Stephenson insisted that it would be better to take him on to Manchester. Huskisson was loaded onto the flat-bottomed wagon of the Duke's train which had carried the band. The remaining three carriages of the Duke's train were detached and the band's carriage, hauled by Northumbrian, set off for Manchester with Stephenson driving. Lord Wilton held Huskisson's hands and arms steady, while Lord Colville supported his head on his knees and tried to cushion him from the vibration of the train. With the train almost unladen and Stephenson running the engine flat-out, the train reached the speed of almost 40 miles per hour (64 km/h), briefly giving those on board the world speed record. The crowds lining the route, unaware of what had happened, cheered and waved as Northumbrian rushed past. Believing Huskisson to be near death, Brandreth suggested that the party stop at the first house they came to. After some discussion the doctors decided to stop at the vicarage of the Rev. Thomas Blackburne, vicar of Eccles, four miles (6.4 km) short of Manchester. When told of the decision, Huskisson concurred, saying "Pray do so, I am sure my friend Blackburne will be kind to me", unaware that Blackburne had been invited to the inauguration of the railway and was now waiting with the rest of the passengers at Parkside. ## Eccles By the time the train reached Eccles, the day's drizzle had been replaced by a storm. The doctors carried Huskisson, still on his door, off the train into a torrent of hail and thunder and walked the few hundred yards to the vicarage, frequently losing their footing as they climbed the deep cutting. Meanwhile, Stephenson and Wilton restarted the train and went on to Manchester to fetch medical assistance. The party arrived at the vicarage to be greeted by Mrs Blackburne. (Mrs Blackburne had originally intended to travel on the inaugural journey with her husband, but the previous day had felt a presentiment that something was wrong at home and her presence was required, and had returned alone by boat. She had then heard a rumour that a mob from Oldham were planning to storm the track at Eccles to attack the Duke of Wellington, and decided to remain in the vicarage.) Huskisson was moved to the sofa, and given laudanum and brandy. At about 2:00 pm Hunter and Brandreth cut Huskisson's clothing away from his damaged leg to give it a proper examination. Unfamiliar with industrial injuries, they were baffled by the nature of the damage to Huskisson's leg, but concluded that despite the apparent severity of his injuries the wounds were treatable. > The leg presented a frightful appearance, but in the wound nothing that would prevent the operation or any reason to doubt its success if he had, had constitutional strength to support the additional shock. It is a perfect mystery how the wound was produced, judging from the representations of those who witnessed the accident, and in those statements there is very little differences. The leg half way between the knee and ankle was almost entirely severed, except a small portion on the outside, but the boot was scarcely marked at all. Half-way but rather higher up between the knee and body, the whole flesh was torn off above the bones broken, but the artery which lies over and above it was not injured; which accounts for the small quantities of blood lost. The flesh on the outward and lower side was not injured much. It was scarcely possible to understand how this could take place if the wheel had gone over him, or how only one wheel, and that the first of the engines, could have done so, without the whole train following, or why it did not, from the enormous weight, entirely sever it. The doctors decided that Huskisson was likely to survive but his injured leg was likely to need amputation. With no medicines or surgical tools, they waited for the arrival of the surgical equipment and medical specialists Stephenson had gone to summon from Manchester. A coach from Manchester eventually arrived bearing four surgeons, led by William Robert Whatton. By this time Huskisson was suffering severe spasms, and those present were having to hold his arms and legs down to stop him falling off the sofa. Whatton assessed that Huskisson was suffering from severe haemorrhaging from the initial wound and subsequent blood loss, and that amputation was necessary to prevent a fatal loss of blood. However, in Huskisson's agitated condition Whatton felt that traumatic surgery would likely prove fatal. Whatton and his colleagues applied warm water to Huskisson's chest, feet and hands, and gave him warm cordials and further laudanum in an effort to calm him enough to withstand the shock of surgery. At around 3:00 pm the party heard the sound of cannon fire from the west. Told that the cannons were probably being fired to mark the arrival of the Prime Minister in Manchester, Huskisson said "I hope to God the Duke may get safe through the day". At around 4:00 pm Huskisson had regained enough strength to dictate to William Wainewright, his secretary, a brief amendment to his will ensuring that Emily Huskisson would inherit all his property, and shakily signed it. He then requested the sacrament, which was performed by the Rev Blackburne, and read the Lord's Prayer with Wilton. When Huskisson came to the line "and forgive us our trespasses, as we forgive them that trespass against us", he said "That I do most heartily; and I declare to God that I have not the slightest feeling of ill-will towards any human being." ## Continuation to Manchester Meanwhile, back at Parkside the other seven trains had come to a halt following the accident. The electrical telegraph had not yet been invented and no signalling system was in place advanced enough to communicate with Northumbrian, with Liverpool and Manchester, or with the party who had accompanied Huskisson to Eccles. The remaining passengers and railway staff congregated near the accident site to discuss how best to proceed. The L&M staff argued that since the railway was not at fault for the accident they should be allowed to continue to Manchester to prove the viability of the design. They also made the point that a large crowd would by now have gathered in Manchester, waiting to see the arrival of the trains and to get a glimpse of the Duke of Wellington. Joseph Sandars also suggested that, did the group not continue, the Manchester crowd would hear rumours of the accident and believe it to be more serious than it was. The Prime Minister and Sir Robert Peel, the Home Secretary, felt that it would be disrespectful to Huskisson to continue, and advocated that the group return to Liverpool to await news of Huskisson's condition. At about the time Whatton's party of surgeons arrived at Eccles, riders on horseback arrived at Parkside from Manchester and Salford. They reported that the crowd in Manchester was becoming restless, and that the authorities feared a riot if the Duke did not arrive. The Duke's party returned to Edmondson's elaborate ducal carriage, still on the southern track. Northumbrian had gone ahead with Huskisson and the other seven locomotives were all on the northern track, and there was no way to move what remained of the Duke's train onto the northern track or transfer a locomotive to the southern. A long chain was tied between Phoenix on the northern track, and the three remaining carriages of the Duke's train on the southern track. At 1:30 pm Phoenix and its train were then attached to North Star and its train and the two locomotives set out at low speed towards Manchester, passing Eccles and heading into the deserted marshland of Chat Moss. > During the long interval spent in a state of uncertainty, individual feelings were vented in a variety of ways. Some were in tears, some retired from the crowd and paced hastily up and down the road, some seated themselves by the side in silence. Some stood absorbed, while others discussed the accident in little knots and parties—some were gesticulating, while others were looking on speechless and motionless. The final decision being in favour of advancing, seats were resumed, and we moved on; but the buoyant exhilaration of the morning was past, and the whole now wore the sombre aspect of a funeral procession. The military band was left to return as it could; I saw them, crest-fallen, picking their way homeward through the mud and mire; our trumpeters, who had hitherto rather overpowered us with their efforts, were ordered to keep silence, and no responsive greetings met the shouts of spectators, as yet in ignorance of the sad event. The weather, too, began to assume a cheerless aspect, and the lively face of a well-cultivated country was soon exchanged for the dreary wilds of Chatmoss, that Paradise of Will o' the Wisps, snipes, and blue devils ... A heavy shower, with distant thunder, tended little to raise our spirits in crossing this irreclaimable wilderness of nearly six miles in extent, continuing with more or less intermission till the end of our journey. ### Arrival in Manchester As Wellington's makeshift train slowly headed towards Manchester, it was accompanied along the route by cheering crowds, still unaware of the accident. As they passed the milepost marking 25 miles (40 km) from Liverpool, in the middle of Chat Moss, they met Stephenson and Northumbrian on the southern track, returning from Manchester. Stephenson told the party of Huskisson's condition when he last saw him before leaving Eccles for Manchester (erroneously claiming that amputation had already been attempted successfully), and boasted of having set a new speed record. The three remaining carriages of Wellington's original train, still on the southern track, were detached from the train and attached to Northumbrian, which set off at full speed for Manchester. As the train approached Manchester the trackside bystanders became increasingly hostile, booing, hissing and waving banners against Wellington. Hostile crowds spilled onto the track, forcing the trains to slow to a crawl. Eventually the crowds on the track became so dense they were unable to disperse as the trains approached, and the trains were obliged "to play the part of the juggernaut car", pushing people out of their path with their own momentum. The Duke of Wellington arrived at Liverpool Road, the L&M's Manchester terminus, a little before 3:00 pm. As the messengers sent to Parkside had warned, the crowd had become hostile; one observer described them as "A slovenly, ragged set, with hair uncombed and beards unshaven, with waistcoats open, exhibiting unwashed skin, dirty linen, and bare necks." While some present cheered, others—especially weavers—hissed the Duke and pelted his carriage with vegetables. Two tricolore flags were hoisted, and banners reading "No Corn Laws" and "Vote by Ballot" were waved. The passengers on the trains disembarked and headed to a buffet of cold meats in the L&M's warehouse. On disembarking from the train the Rev Thomas Blackburne learned for the first time that Huskisson was in his vicarage, and rushed home to Eccles by horse. Fearing the hostile crowd, Wellington refused to leave his carriage, sent for food to be brought in to him, and ordered that the locomotives be readied for return to Liverpool as soon as possible. At 4:37 pm the trains began to pull out of Manchester to head back to Liverpool. ### Return to Liverpool The hasty departure from Manchester degenerated into chaos. Mechanical failures and a lack of space to turn the locomotives meant that the seven trains on the northern track were unable to get out of the station. Only three carriages—the Duke's among them—managed to leave successfully. At around 6:30 pm the Duke arrived in Roby, and went to spend the night at the Marquess of Salisbury's house at Childwall Hall. Meanwhile, the remaining 24 passenger carriages were eventually lashed together with rope and fastened to the three locomotives which remained usable, which hauled this single long train, carrying around 600 passengers, out of Manchester at a speed of around 5 mph (8 km/h), further slowed by crowds of people standing on the tracks and by grit and mud settling on the rails. The eight trains had been scheduled to arrive back in Liverpool at 4:00 pm. By 7:00 pm, the passenger train was not yet even halfway back to Liverpool. As darkness fell it began to rain, and the drivers, fearing for the safety of the trains in the dark and wet, slowed the train further. As it had not been intended that the inaugural journey take place in the darkness the trains were not fitted with lighting or engine lamps; the driver of Comet, leading the train, held a burning tarry rope to light the way ahead. Although some of the crowds lining the route were now dispersing, many others had remained to see the trains return. These crowds had been drinking all day; as the train passed under bridges the train, with its open carriages, was pelted with objects thrown down from the bridges, and on one occasion Comet struck a wheelbarrow, apparently deliberately placed across the rails. Passing Eccles, the train stopped briefly for enquiries to be made about Huskisson; those enquiring were told that he was looking frail, and a successful operation was unlikely in his current condition. Shortly after passing the accident site at Parkside, the train passed a group of uniformed men walking along the railway carrying a variety of objects. It later transpired that this was the band, who had left their wagon when it had been commandeered to carry the injured Huskisson. The train which had carried the Duke of Wellington to Roby had not had space for them, and had left them to wait for the other trains which they believed were following. The band had eventually given up waiting and walked home, along a grass verge that was turning to mud under the heavy rain. As the train passed Sutton the three engines were unable to haul the combined weight of the train up an incline, and 400 of the men aboard were obliged to get out of the train and walk for a mile, illuminated only by the sparks flying from the locomotives, as the engines slowly hauled the empty carriages up the gradient. The train finally arrived in Liverpool at 10:30 pm. Many of the guests had planned to return home in daylight following the completion of the journey, and set out into the pitch-black city in search of somewhere to sleep. The group who had watched the departure of the trains from the top of the chimney near the Liverpool tunnel, meanwhile, had been forgotten in the confusion, and were unable to get down from their vantage point. Eventually at around 8:00 pm John Harrison, a teacher of gymnastics and swordsmanship, lowered himself down the rope hand-over-hand, and coaxed the others to follow him down in the same manner. The angry group then set out in search of the worker who had been supposed to bring them down. James Radley, owner of Liverpool's landmark Adelphi Hotel, had laid on a banquet for 7:00 pm to celebrate "the success and promotion of steam power". He had prepared food for 230, and sold 60 advance tickets. By 9:00 pm, with most of the passengers still on the train back from Manchester including Liverpool trade magnate William Brown who was to chair the meeting, only 20 people had turned up. Businessman and politician John Ashton Yates was drafted in to replace Brown, and the 20 diners began a subdued two-hour meal, frequently interrupted by riders bringing the latest news from Eccles. During the main course messages were brought that an operation had been performed successfully and that Huskisson was recovering; by dessert another messenger brought the message that no operation had been performed after all, and that Huskisson was worsening. By the time the meal concluded at around 11:00 pm, no reliable news of Huskisson's condition had arrived. Following a toast to the King and to Huskisson's recovery, steamship pioneer Francis B. Ogden, at the time the American Consul in Liverpool, gave a speech about the planned Baltimore and Ohio Railroad and of forthcoming schemes to connect New Orleans with the Great Lakes by rail. Although they did not know it, by this time Huskisson was already dead. ## Death of William Huskisson As the evening progressed Huskisson continued to weaken. The doctors had concluded that without amputation he would continue to deteriorate, but that he had no realistic chance of surviving major surgery, and broke this news to the Huskissons. William Huskisson already believed that he was dying and had resigned himself to his fate; Emily Huskisson at first caused "a dreadful scene ... but at last she calmed herself and during the rest of the time sat weeping by the couch". Huskisson told Brandreth "You see I shall never live to make any return for your kindness. You have done all that is possible, but it is all in vain." After further laudanum, he complained "Why endeavour to support my strength? I must die, it is only prolonging my sufferings." At about 11:00 pm that night William Wainewright sat down in Blackburne's study at Eccles vicarage to write a brief letter to the Mayor of Liverpool. > Sir, > > With the deepest grief, I have to acquaint you, for the information of yourself, and of the community over which you preside, that Mr Huskisson breathed his last at 9 o'clock this evening. He was attended from the moment of the accident, with indefatigable assiduity, by Dr Brandreth of Liverpool, Dr Hunter of Edinburgh, and Mr Ransome, Mr Whatton, Mr Garside and Mr White, of Manchester. > > His last moments were soothed by the devoted attentions of his now distracted widow, and by the presence of some of his distinguished and faithful friends. > > I have the honour to be, Sir > Your most obedient humble servant. At 7:30 am the next morning, the Duke of Wellington wrote to the Mayor of Liverpool from his lodgings in nearby Roby. He had been due to receive the Freedom of the City, but felt that under the circumstances any kind of celebration would be inappropriate, and said that he would not be attending any of the planned events in the city that day. The planned parades and ceremonial dinner were cancelled, but in the absence of rapid transit or mass communication there was no way to notify most of the city's population. While some shops had heard the news and remained shuttered, the ships in Liverpool's docks remained festooned with brightly coloured streamers, and sounded their horns at the time the Duke was expected to be passing. ### Inquest Given Huskisson's importance, and the potential impact on the future of Liverpool and Manchester's industries and on the embryonic railway industry of any findings of liability on the part of the railway, a swift determination of the causes of the accident was considered essential. By 9:00 am on the morning after the accident, a hastily convened coroner's jury was assembled in the Grapes public house in Eccles. The coroner himself, Mr Milne, arrived at 10:00 am and was in a hurry to proceed as he had another inquest scheduled that afternoon, but proceedings were unable to begin as Lord Wilton, the only sworn witness scheduled to attend the inquest, could not be found. In the meantime, Milne sent the jury to the vicarage to view Huskisson's body. After his death Huskisson's body had been moved from the sofa on which he had died to an upstairs bedroom. On arrival at the vicarage Emily Huskisson refused to allow the jury to view the body, insisting on being allowed to remain alone with her husband. Eventually she had to be forcibly removed from the room, and the jury went into the bedroom in small groups to view the body. As "they did not think it necessary to look at the injured parts at all", they took only a brief glance at the body, and soon afterwards returned to the Grapes. Eventually a little after noon Wilton arrived at the inquest, and gave a full account of the incident. Lord Granville (half-brother of the Marquess of Stafford) told the jury that Huskisson had been suffering from numbness in his leg from a previous operation, and that this may have caused his apparent problems with movement. No witnesses recollected seeing any signal flags raised from any of the locomotives involved, including Rocket, although a system of warning flags was supposed to have been in place. Although some eyewitnesses expressed the view that Joseph Locke, driving Rocket, was at fault, following a few words from the coroner the jury returned a verdict of accidental death. The directors and engineers of the L&M were explicitly absolved of all blame, and no deodand was to be attached to the locomotive or the railway. After the inquest was over, Emily Huskisson found two speeches in William Huskisson's jacket pocket, which he had been planning to deliver following the inaugural journey. The first was a brief tribute to James Watt, the inventor of the condensing steam engine, and to all that his invention had made possible. The second was a longer speech. It was marked "to be burnt at my death", but as it was one of the last things her husband had written Emily Huskisson felt herself unable to do so. > ... From the first I was a warm but disinterested advocate for the present great experiment. Now that it has been made, and difficulties of no ordinary nature overcome, I may be permitted to look back with satisfaction on the humble but zealous part I took in first promoting the attempt ... I felt that the application to Parliament for this Railway, though technically a private petition, involved great public interests—those interests which it is the special duty of the Board of Trade to countenance and encourage, and avowedly on this ground not consider it inconsistent with my character of a Minister ... Need I in the present state of the Commerce of the Country, specify what these interests are? Most of those who hear me know well with what difficulties we have to struggle in maintaining a successful competition with foreign rivals. They know well that it can only be maintained by incessant industry, by unwearied diligence, by constantly increasing skill in our manufacturing population; but they know well that all their efforts would be unavailing without the greatest economy not of money only but of time, in all the operations of trade ... In short, the principle of a Railway is that of commerce itself—it multiplies the enjoyment of Mankind by increasing the facilities and diminishing the labour by which [goods] are produced and distributed throughout the world. Huskisson's death was a major incident, and was reported worldwide. (William Huskisson is often reported as the first railway fatality, including in ordinarily reliable sources. This is untrue; at least two people were killed on the Liverpool and Manchester Railway prior to its opening to the public. The earliest recorded fatality caused by a steam locomotive was an unnamed woman, described as "a blind American beggar", fatally injured by a train on the Stockton and Darlington Railway on 5 March 1827. As a high-profile figure killed at a high-profile event, Huskisson was the first railway fatality to be widely reported.) As news of the incident gradually spread across the country, railways and steam power, matters which had previously been of interest only to those involved in industries directly affected by them, became a major topic for discussion in Britain. For the first time, the population as a whole became aware that cheap, rapid travel was possible, and that a journey which had previously been extremely expensive and taken the better part of a day was now affordable and took less than two hours. In the afternoon of 16 September, the day after the inauguration of the line, the Liverpool and Manchester Railway began operating a regular scheduled service. The first train carried 130 passengers (mainly members of the Society of Friends attending a meeting in Manchester), with tickets from Liverpool to Manchester costing 7s (about £ in 2023 terms) apiece. By the end of the first week of operation, 6,104 passengers had travelled on the railway. ### Funeral Emily Huskisson planned for William Huskisson to be buried near the family home in Eartham in a small service. On 17 September, two days after Huskisson's death, Lord Granville and a delegation of Liverpool clergymen visited Eccles vicarage to present Emily Huskisson with a petition, signed by 264 Liverpool dignitaries, "requesting that his remains may be interred within the precincts of this town, in which his distinguished public worth and private virtue secured for him the respect and esteem of the whole community", and she agreed to his burial in Liverpool instead. She refused to allow any form of parade or pageantry, or a suggested gun salute. On 18 September Huskisson's body was placed in a coffin which was covered with black silk. Shortly before midnight a team of men prepared to move the coffin to a hearse which had been parked outside since the afternoon, but Emily Huskisson refused to allow them to take the body. Instead, she spent another night in the vicarage with the coffin. The next morning she left in a horse-drawn carriage with the windows covered. The coffin, meanwhile, set off in the hearse for Liverpool. Although the funeral party changed horses only at remote and quiet coaching inns to avoid attention, it gathered followers as it progressed; by the time it reached Liverpool Town Hall late that evening, the hearse was followed by at least 10 carriages and more than 500 mourners on foot. For William Huskisson's funeral on Friday 24 September, almost every business in Liverpool was closed. Huskisson had been a popular figure in Liverpool, and the authorities expected large numbers of people wishing to attend. In an effort to control numbers it was announced that anyone wishing to join the cortège submit a written request in writing to the Town Hall. This proved impractical, and the authorities put up posters around the town advising that anyone in mourning dress would be allowed to join the procession. Colour-coded tickets were issued to those wishing to attend the burial, with each colour representing a different section of the cemetery, in an effort to control crowd numbers at the burial service; a total of 3,000 tickets were issued. Although Emily Huskisson had wanted to keep the service small-scale and free from pageantry, William Huskisson had been an instrumental figure in the development of Liverpool and there was a huge amount of sympathy and respect for him. Almost all the city's inhabitants who were in a position to attend the funeral lined the route; it was estimated that 69,000 people, roughly half the city's population, attended. Reports spoke of all available space at every window being packed with onlookers, other than the house in Duke Street in which Huskisson had stayed for the 10 days before the journey, and of people climbing trees and crowding onto roofs for a better view, despite rain and hail. Huskisson's coffin was placed on a trestle table in the Town Hall, draped with black velvet and covered with feathered plumes. Between 9:00 and 10:00 am a stream of mourners were guided to the coffin by a group of truncheon men. At 10:00 two mutes guided the mourners out of the town hall and mounted horses; the rain and hail had by now eased. The mutes led the procession, followed by the mourners from the town hall and around 1,100 other mourners who had waited outside. These mourners marched six abreast, and were followed by the funeral committee, 28 local clergymen and two more mutes. Behind this group marched Joseph Brandreth and the Rev Blackburne, and behind them came carriages carrying the pall-bearers, a group of local dignitaries who had known and worked with Huskisson, followed by two more mutes. Behind this pair of mutes was a hearse carrying the coffin, followed by Huskisson's colleagues and his surviving brothers Thomas and Samuel. These in turn were followed by around 900 locals in mourning dress who had decided to join the procession, bringing the cortège to around half a mile (0.8 km) in length. The Duke of Wellington, pleading a prior commitment to attend a dinner in Birmingham, did not attend. The procession left the town hall and slowly went the 2,000 yards (1,800 m) via Hope Street to an iron-lined grave in St James Cemetery, accompanied by muffled church bells. Iron rails were erected along the length of the funeral procession to hold back the crowd of around 50,000 people who lined the route. Emily Huskisson, devastated by grief, did not attend the funeral. Despite her objection to gun salutes a 32-pounder cannon was fired to mark the departure of the coffin from the town hall and a 6-pounder was fired to mark the body's arrival at the cemetery, and smaller guns were fired as the procession passed. On arrival at the cemetery a short 15-minute service was held, after which Huskisson's close mourners moved to the graveside and Huskisson was placed in his grave, to the accompaniment of weeping from his brothers. Shortly before 1:00 pm another cannon shot marked the end of the service, and the crowd dispersed; pubs and restaurants throughout Liverpool remained shut for the rest of the day. ### Controversy Twelve days after the opening of the L&M, Liverpool surgeon Thomas Weatherill wrote to The Lancet questioning the official version of Huskisson's death and calling the behaviour of the doctors who had attended Eccles vicarage "unscientific, inefficient and imbecilic". He had spoken to eyewitnesses, and concluded that Huskisson's weakness and spasms following the accident were caused by blood loss, not internal injury, and that amputation would have stemmed the blood loss and saved Huskisson's life. He went on to claim that those eyewitnesses he had spoken to had seen Huskisson bleeding heavily, but that no effort had been made to stem the bleeding other than Lord Wilton's makeshift tourniquet of handkerchiefs. He argued that those doctors attending should at least have made an attempt at amputation when it became clear that other measures were not working. Two weeks later William Whatton replied. He disputed Weatherill's claim that the only action taken to staunch the blood flow had been the handkerchief, and pointed out that his first action on arrival at Eccles vicarage had been to seal Huskisson's femoral artery. He stated that he had great experience with similar injuries from his time as an army doctor during the Peninsular War, and that "none of them [military surgeons] would have ventured upon an operation where the chances were so decidedly against its success". He pointed out that the survival rate for amputations among soldiers with similar injuries—considerably healthier than the elderly Huskisson—was no better than 15% when attempted immediately after the injury. Instead, he cited the advice of leading surgeon George James Guthrie that amputation was not generally survivable until the patient's pulse had stabilised and the initial shock settled. Whatton pointed out that Huskisson's pulse did not stabilise and that he was in convulsions for the entire time Whatton attended him. Weatherill did not accept Whatton's defence. He continued to maintain that the delays in staunching the blood flow were "unforgivable", and that with Huskisson obviously dying there had been nothing to lose by attempting surgery. He also pointed out that if Huskisson had been fit enough to dictate a will, he may well have been fit enough to withstand an operation. ## Legacy The accidents on its opening day gave the Liverpool and Manchester Railway huge amounts of publicity, and greatly increased public awareness of the potential of rapid transport. The L&M's passenger service proved immediately successful. In October the Duke of Wellington's special train was put into use as a dedicated first-class train, making four journeys each day between Liverpool and Manchester in each direction. On 4 December 1830 goods operations on the L&M began, with Planet hauling 75 tons of freight from Liverpool to Manchester. In the first six months of 1831 the L&M carried 188,726 passengers and 35,800 tons of goods; in the year from the opening in September 1830 to September 1831, almost 500,000 passengers were carried. At George Stephenson's insistence, new locomotives bought by the L&M were fitted with handbrakes from 1831. The original Crown Street terminus soon proved unable to handle the growing popularity of the railway, and was replaced by Liverpool Lime Street railway station in 1836. With more advanced locomotives no longer needing to stop midway to take on water Parkside station soon closed, and little trace of it remains. The Liverpool and Manchester Railway remains operational as the northern of the two Liverpool to Manchester Lines. The opening of the L&M is now considered the dawn of the age of mechanised transport; in the words of industrialist and former British Rail chairman Peter Parker, "the world is a branch line of the pioneering Liverpool–Manchester run". Spurred by the L&M's success, within a month of its opening schemes were announced to link Liverpool and Manchester to other major cities, including London, Leeds, Birmingham and Bradford, uniting the key industrial centres of England. The London and Birmingham Railway (also built by George Stephenson), the first railway to link the north and south of England, was completed in 1838. By 1840 1,775 miles (2,857 km) of track had been laid in Britain. The Railway Regulation Act 1844 limited passenger fares to one penny (1⁄240 of a pound sterling) per mile on the entire British railway network, enabling mass population movements, migration to the cities and long-distance commuting, and the social revolution of mass rapid transit began. In 1846 alone 272 new railways were authorised in Britain, and by 1850 over 6,200 miles (10,000 km) of railways were in place and Britain's transformation into an industrial superpower was complete. The expertise of Britain's railway pioneers itself became a major export, and British engineers (including Stephenson) supplied almost all the locomotives and rails for the railways then being built across Europe and North America. ### Rocket Rocket remained in use with the L&M after the accident, albeit rarely used for anything other than internal engineering duties. The more advanced Planet design was better suited to heavy loads, and Rocket became redundant. In 1834 it was used for experiments with new drive systems, after which it was put in storage. In 1836 it was sold to the Midgeholme Colliery, and used to haul coal until 1844. Subsequently recognised as the design from which all later locomotives are derived, Rocket eventually came to be considered one of the most important symbols of the Industrial Revolution. It was returned to Robert Stephenson and Company in 1851 with the intention of displaying it at The Great Exhibition, but this did not take place. It was loaned to the Patent Office for display in 1862. Moved to the Science Collection of the South Kensington Museum in 1876 (renamed the Science Museum in 1885), it has remained there ever since other than a brief display at the National Railway Museum. In 1929 a replica Rocket was commissioned from Robert Stephenson and Company by Henry Ford, using Stephenson's original construction techniques. It was intended as a centrepiece of the Henry Ford Museum, where it remains. Another fully functioning replica was built in the 1970s for the National Railway Museum. In 1999, to mark the 170th anniversary of the Rainhill Trials, the Trials were re-enacted on the Llangollen Railway using this replica and replicas of Novelty and Sans Pareil, the other serious contenders in 1829. Rocket again won. `the original Rocket is one of the main exhibits of the Science Museum's showpiece Making the Modern World gallery. Although much altered, it retains the original wheels which crushed Huskisson.` ### Duke of Wellington Huskisson's supporters refused an offer to return to the Duke of Wellington's cabinet after his death, and at the beginning of November Wellington announced to Parliament that "the constitution needed no improvement and that he would resist any measure of parliamentary reform as long as he was in office". Fearing serious social unrest, large numbers of Tory MPs rebelled in a vote on governmental expenses. On 15 November 1830, exactly two months after the opening of the Liverpool and Manchester Railway, Wellington lost a vote of no confidence and was replaced as prime minister a week later by Earl Grey. Grey set about reforming Britain's corrupt and antiquated electoral procedure, the issue over which Huskisson had resigned. In 1832 the Representation of the People Act (commonly known as the Reform Act) was finally passed. Wellington spent the remainder of his life implacably opposed to railways, complaining that they would "encourage the lower classes to travel about". He avoided them for more than a decade, before agreeing in 1843 to accompany Queen Victoria for a trip on the London and South Western Railway (designed by Joseph Locke, driver of Rocket on 15 September 1830). He died of a stroke on 14 September 1852; it is estimated that one and a half million people attended his funeral. ### William and Emily Huskisson William Huskisson's death made him one of the most famous British politicians of the period. Within a year his first biography was published, as was a volume of his collected speeches. His policies on free trade and minimal government interference were a major influence on Robert Peel and William Ewart Gladstone (who grew up in Liverpool and whose father Sir John Gladstone had been a close colleague of Huskisson) and consequently on the later emergence of the Liberal Party and the doctrine of Gladstonian Liberalism. Forty years after his death Huskisson was still sufficiently well-remembered to be featured in novels, including Middlemarch and the novels of Mrs Henry Wood, with no accompanying explanation. The Australian town of Huskisson, New South Wales, is named for him. Huskisson Dock, named in his honour in 1852, remains in operation as part of the Port of Liverpool. In 1880 Huskisson railway station in Liverpool opened, closing to passengers five years later but remaining operational as a goods depot until 1975. Today he is principally remembered for the manner of his death, and monuments to him stand in Pimlico, Chichester Cathedral, and Liverpool. In 1982, at a time of high racial tension following the Toxteth riots, his memorial in Liverpool was pulled down by a group of local people in the mistaken belief that it commemorated a slave trader; it was re-erected around 20 years later in Duke Street, near where he had stayed for his final nights in Liverpool. Emily Huskisson returned to Eartham and lived a quiet life, dedicated to keeping alive her husband's memory. She died in 1856. She never returned to Liverpool, and never again travelled by train. On the ruins of Parkside station stands a white stone memorial, once badly damaged by vandals but since restored. The original inscription from the memorial has been removed for safekeeping, and is now displayed in the National Railway Museum. > THIS TABLET > A tribute of personal respect and affection > Has been placed here to mark the spot where on the 15th of Sept<sup>r</sup> 1830 the day of the opening of this rail road > THE RIGHT HON<sup>BLE</sup> WILLIAM HUSKISSON M.P. > Singled out by the decree of an inscrutable providence from the midst of the distinguished multitude that surrounded him. > In the full pride of his talents and the perfection of his usefulness met with the accident that occasioned his death; > Which deprived England of an illustrious statesman and Liverpool of its most honored representative which changed a moment of the noblest exultation and triumph that science and Genius had ever achieved into one of desolation and mourning; > And striking terror into the hearts of assembled thousands, brought home to every bosom the forgotten truth that > "IN THE MIDST OF LIFE WE ARE IN DEATH." ### Cultural references The opening of the L&M and Huskisson's death were dramatised in the 1935 expressionist film The Steel Animal (German: Das Stahltier) by the director Willy Zielke [de].
543,729
John Sherman Cooper
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American politician, jurist, and diplomat (1901–1991)
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John Sherman Cooper (August 23, 1901 – February 21, 1991) was an American politician, jurist, and diplomat from the Commonwealth of Kentucky. He served three non-consecutive, partial terms in the United States Senate before being elected to two full terms in 1960 and 1966. He also served as U.S. Ambassador to India from 1955 to 1956 and U.S. Ambassador to East Germany from 1974 to 1976. He was the first Republican to be popularly elected to more than one term as a senator from Kentucky and, in both 1960 and 1966, he set records for the largest victory margin for a Kentucky senatorial candidate from either party. Cooper's first political service was as a member of the Kentucky House of Representatives from 1927 to 1929. In 1930, he was elected county judge of Pulaski County. After a failed gubernatorial bid in 1939, he joined the U.S. Army in 1942. During World War II, he earned the Bronze Star Medal for reorganizing the Bavarian judicial system after the allied victory in Europe. While still in Germany, he was elected circuit judge for Kentucky's 28th district. He returned home to accept the judgeship, which he held for less than a year before resigning to seek election to A. B. "Happy" Chandler's vacated seat in the U.S. Senate. He won the seat by 41,823 votes, the largest victory margin by any Republican for any office in Kentucky up to that time. During his first term in the Senate, Cooper voted with the majority of his party just 51% of the time. He was defeated in his re-election bid in 1948, after which he accepted an appointment by President Harry S. Truman as a delegate to the United Nations General Assembly and served as a special assistant to Secretary of State Dean Acheson during the formation of the North Atlantic Treaty Organization (NATO). Cooper was again elected to a partial term in the Senate in 1952. The popular Cooper appeared likely to be re-elected in 1954 until the Democrats nominated former Vice-President Alben W. Barkley. Cooper lost the general election and was appointed Ambassador to India by President Dwight D. Eisenhower in 1955. Cooper gained the confidence of Indian Prime Minister Jawaharlal Nehru and dramatically improved relations between the U.S. and the recently independent state of India, helping rebuff Soviet hopes of expanding communism in Asia. Barkley died in 1956, and Eisenhower requested that Cooper seek Barkley's open seat. Cooper reluctantly acquiesced and was elected to serve the rest of Barkley's term. In 1960, Cooper was re-elected, securing his first full, six-year term in the Senate. Newly elected President John F. Kennedy – Cooper's former Senate colleague – chose Cooper to conduct a secret fact-finding mission to Moscow and New Delhi. Following Kennedy's assassination in November 1963, President Lyndon B. Johnson appointed Cooper to the Warren Commission to investigate the assassination. Cooper soon became an outspoken opponent of Johnson's decision to escalate U.S. military involvement in the Vietnam War, consistently advocating negotiation with the North Vietnamese instead. After Cooper's re-election in 1966, he worked with Idaho Democrat Frank Church on a series of amendments designed to de-fund further U.S. military operations in the region. These amendments were hailed as the first serious attempt by Congress to curb presidential authority over military operations during an ongoing war. Aging and increasingly deaf, Cooper did not seek re-election in 1972. His last acts of public service were as Ambassador to East Germany from 1974 to 1976 and as an alternate delegate to the United Nations in 1981. He died in a Washington, D.C., retirement home on February 21, 1991, and was buried in Arlington National Cemetery. ## Early life John Sherman Cooper was born August 23, 1901, in Somerset, Kentucky. He was the second child and first son of seven children born to John Sherman and Helen Gertrude (Tartar) Cooper. The Cooper family had been prominent in the Somerset area since brothers Malachi and Edward Cooper migrated from South Carolina along the Wilderness Trail and through the Cumberland Gap around 1790, shortly after Daniel Boone. His father's parents – staunch Baptists – were active in the anti-slavery movement in the nineteenth century, and the elder John Sherman Cooper (called "Sherman") was named after the Apostle John and William Tecumseh Sherman, a hero of the Union in the Civil War. The family was very active in local politics; six of Cooper's ancestors, including his father, were elected county judges in Pulaski County, and two had been circuit judges. Sherman Cooper engaged in numerous successful business ventures and was known as the wealthiest man in Somerset. At the time of John Sherman Cooper's birth, his father was serving as collector of internal revenue in Kentucky's 8th congressional district, a position to which he had been appointed by President Theodore Roosevelt. During his youth, Cooper worked delivering newspapers, in railroad yards, and in his father's coal mines in Harlan County. Despite having formerly served as county school superintendent, Cooper's father had a low opinion of the public schools, and until he was in the fifth grade, Cooper was privately tutored by a neighbor. While his father was away on business in Texas, his mother sent him to sixth grade at the public school, which he attended thereafter. At Somerset High School, he played both basketball and football. After the outbreak of World War I, Cooper joined an informal military training unit at the high school. Two of the school's instructors organized the boys into two companies, but Cooper, who was given the rank of captain, later recalled that "they taught us how to march and that's about all." During his senior year, Cooper served as class president and class poet. In 1918, he graduated second in his high school class and was chosen to give the commencement speech. After graduation, Cooper matriculated at Centre College in Danville, Kentucky. While at Centre, Cooper was accepted into the Beta Theta Pi fraternity. He also played defensive end on the Praying Colonels' football team. Cooper was a letterman on the team, playing alongside football notables Bo McMillin, Red Roberts, Matty Bell, and Red Weaver. Another member of the team, John Y. Brown Sr., would later become one of Cooper's political rivals. Coached by Charley Moran, the team was undefeated in four games in the 1918 season, which was shortened by an outbreak of the Spanish flu. Although Centre was known as one of Kentucky's foremost colleges, Cooper's father wanted him to broaden his education and, after one year at Centre, Cooper transferred to Yale College in New Haven, Connecticut. At Yale, he was a classmate of his future U.S. Senate colleague, Stuart Symington. Cooper was active in many extracurricular activities at Yale, including the Sophomore German Committee, the Junior Promenade Committee, the Student Council, the Class Day Committee, the Southern Club, the University Club, and Beta Theta Pi. A member of the Undergraduate Athletic Association, he played football and basketball, becoming the first person in Yale history to be named captain of the basketball team in his junior and senior years. In his senior year, he was accepted into the elite Skull and Bones society but regretted not being accepted into Phi Beta Kappa. Upon graduation, he was voted most popular and most likely to succeed in his class. Cooper earned a Bachelor of Arts degree from Yale in 1923 and enrolled at Harvard Law School later that year. During the summer break of 1924, he returned to Kentucky, where his father, dying of Bright's disease, told him that he would soon become the head of the family, and that most of the family's resources had been lost in the economic recession of the early 1920s. Cooper returned to Harvard after his father's death, but soon discovered that he could not simultaneously pursue a law degree and manage his family's affairs. He was admitted to the bar by examination in 1928 and opened a legal practice in Somerset. Over the next 20 years, he sold his father's remaining assets, paid off the family debts, and financed a college education for his six siblings. ## Early political career After being urged into politics by his uncle, Judge Roscoe Tartar, Cooper ran unopposed for a seat in the Kentucky House of Representatives as a Republican in 1927. As a member of the House, he was one of only three Republicans to oppose Republican Governor Flem D. Sampson's unsuccessful attempt to politicize the state department of health; the measure failed by a single vote. Cooper supported the governor's plan to provide free textbooks for the state's school children and sponsored legislation to prohibit judges from issuing injunctions to end labor strikes, although the latter bill did not pass. In 1929, Cooper declared his candidacy for county judge of Pulaski County. His opponent, the incumbent, was the president of Somerset Bank and the former law partner of Cooper's father. Cooper won the election, however, beginning the first of his eight years as county judge. During his service, he was required by law to enforce eviction notices, but often helped those he evicted find other housing or gave them money himself, earning him the nickname "the poor man's judge". He reportedly became so depressed by the poverty and suffering of his constituents during the Great Depression that he had a nervous breakdown and took a leave of absence to seek psychiatric treatment. Cooper served on the board of trustees for the University of Kentucky from 1935 to 1946. In 1939, he sought the Republican gubernatorial nomination. As a result of a mandatory primary election law passed in 1935, the Republican nominee would not be chosen by a nominating convention, as was typical for the party. Cooper garnered only 36% of the vote in the primary, losing the nomination to King Swope, a Lexington circuit court judge and former congressman. ## Service in World War II Although well above the draft age at 41 years old, Cooper enlisted for service in the United States Army in World War II in 1942. Immediately offered an officer's commission, he chose instead to enlist as a private. After basic training, he enrolled in Officer Candidate School at the Fort Custer Training Center in Michigan. He studied military government and graduated second in his class of 111 students. In 1943, he was commissioned a second lieutenant and assigned to the XV Corps of General George Patton's Third Army as a courier in the military police. Cooper served in France, Luxembourg, and Germany. After liberating the Buchenwald concentration camp, Patton ordered the entire population of the nearby city of Weimar to go through it and observe the conditions; Cooper also viewed the camp at that time. Following the cessation of hostilities, Cooper served as a legal advisor for the 300,000 displaced persons in his unit's occupation zone seeking repatriation after being brought to Germany as slaves by the Nazis. Under the terms of the agreement reached at the Yalta Conference, all displaced Russian nationals were to be returned to the Soviet Union, but Soviet negotiators decided that the agreement did not apply to non-Russian spouses and children of the nationals. Cooper brought this to the attention of General Patton, who rescinded the repatriation order in the Third Army's occupation zone. Cooper received a citation from the Third Army's military government section for his action. Cooper also oversaw the reorganization of the 239 courts in the German state of Bavaria in an attempt to replace all the Nazi officials, for which he was awarded the Bronze Star Medal. Among the judges installed by Cooper were Wilhelm Hoegner, future Minister-President of Bavaria, and Ludwig Erhard, the future Chancellor of Germany. In 1943 or 1944, while he was still in the Army, Cooper married a nurse named Evelyn Pfaff. Cooper was elected without opposition as circuit judge of Kentucky's twenty-eighth judicial district in 1945, despite still being in Germany and not campaigning for the office. He was discharged from the Army with the rank of captain in February 1946 and returned to Kentucky to assume the judgeship. ## First term in the Senate and early diplomatic career Cooper's judicial district included his native Pulaski County, as well as Rockcastle, Wayne and Clinton counties. During his tenure, blacks were allowed to serve on trial juries in the district for the first time. Of the first 16 opinions he issued during his time on the bench, 15 were upheld by the Kentucky Court of Appeals, Kentucky's court of last resort at the time. Cooper resigned his judgeship in November 1946 to seek the U.S. Senate seat vacated when A. B. "Happy" Chandler resigned to accept the position of Commissioner of Baseball. Cooper's opponent, former Congressman and Speaker of the Kentucky House of Representatives John Y. Brown Sr., was better known and widely believed to be the favorite in the race. However, Brown had alienated Chandler's supporters in the Democratic Party during a hotly contested senatorial primary between Brown and Chandler in 1942, and this group worked against his election in 1946. Further, the Louisville Courier-Journal opposed Brown because of his attacks on former Senator J. C. W. Beckham and Judge Robert Worth Bingham, who were heads of a powerful political machine in Louisville. With these two factors working against Brown, Cooper won the election to fill Chandler's unexpired term by 41,823 votes, the largest victory margin by any Republican for any office in Kentucky up to that time. His victory marked only the third time in Kentucky's history that a Republican had been popularly elected to the Senate. The move to Washington, D.C. proved to be too much for Cooper's already strained marriage. In 1947, he filed for divorce, charging abandonment. Cooper described himself as "a truly terrible public speaker" and rarely made addresses from the Senate floor. He was known as an independent Republican during his career in the Senate. In the first roll-call vote of his career, he opposed transferring investigatory powers to Republican Owen Brewster's special War Investigating Committee. His second vote, directing that proceeds from the sale of war surplus materiel be used to pay off war debts, also went against the majority of the Republican caucus, prompting Ohio Republican Robert A. Taft to ask him "Are you a Republican or a Democrat? When are you going to start voting with us?" Cooper responded, "If you'll pardon me, I was sent here to represent my constituents, and I intend to vote as I think best." A few days after being sworn in, Cooper co-sponsored his first piece of legislation, a bill to provide federal aid for education. The bill passed the Senate, but not the House. Cooper was made chairman of the Senate Subcommittee on Public Roads, and helped draft a bill authorizing \$900 million in federal funds to states for highway construction. In 1948, he sponsored a bill to provide price support for burley tobacco at 90 percent of parity. He insisted on an amendment to the War Claims Act of 1948 that benefits to veterans injured as prisoners of war of the Germans and Japanese during World War II be paid immediately using enemy assets. He also co-sponsored legislation allowing hundreds of thousands of people displaced by the Nazis to enter the United States legally. He opposed bans on industrywide collective bargaining for organized labor and on the establishment of closed shops. He voted against putting union welfare funds under government control, but helped to pass an amendment forbidding compulsory union membership for workers. Cooper continued his independence from his party throughout his term, vocally opposing Republican plans to cut taxes despite record national budget deficits and resisting the party's efforts to reduce funding for the Marshall Plan to rebuild Europe in the aftermath of the war. He worked with fellow Kentuckian Alben Barkley and Oregon Senator Wayne Morse to undermine Jim Crow laws enacted by the states and remove obstacles to suffrage for minorities. He also co-sponsored a bill to create the Medicare system, although it was defeated at the time. Although he had voted with the Republicans just 51% of the time during his partial term – the lowest average of any member of the party – Cooper headed the Kentucky delegation to the 1948 Republican National Convention. He supported Arthur Vandenberg for president, but Thomas E. Dewey ultimately received the party's nomination. Cooper himself was mentioned as a possible candidate for vice-president, but ultimately did not receive the nomination and sought re-election to his Senate seat instead. Also in 1948, Centre College awarded Cooper an honorary Doctor of Laws degree. Cooper was opposed in his re-election bid by Democratic Congressman Virgil M. Chapman, an ally of Earle C. Clements, who had been elected governor in 1947. As one of only a few Democrats who had voted in favor of the Taft–Hartley Act, Chapman had lost the support of organized labor, a key constituency for the Democrats. The Democratic-leaning Louisville Times endorsed Cooper, but the presence of Kentucky's favorite son, Alben Barkley, on the ballot as Harry S. Truman's running mate in the 1948 presidential election ensured a strong Democratic turnout in the state. Both Barkley and Clements stressed party unity during the campaign, and although Cooper polled much better than the Republican presidential ticket, he ultimately lost to Chapman in the general election by 24,480 votes. Following his defeat, Cooper resumed the practice of law in the Washington, D.C. firm of Gardner, Morison and Rogers. In 1949, President Truman appointed Cooper as one of five delegates to the United Nations (U.N.) General Assembly. He was an alternate delegate to that body in 1950 and 1951. Secretary of State Dean Acheson chose Cooper as his advisor to meetings that created the North Atlantic Treaty Organization (NATO) and at meetings of the NATO Council of Ministers in London in May 1950 and Brussels in December 1950. Political historian Glenn Finch observed that, while Cooper was well-qualified for his duties at the U.N. and NATO, his presence abroad also made him less available to campaign for the Senate seat vacated by Barkley's elevation to the vice-presidency. Speculation was raised that Clements, who won Barkley's old seat in a special election in 1950, may have influenced Truman and Acheson to make the appointments. ## Second term in Senate Cooper's supporters believed he would again seek the governorship of Kentucky or be appointed to the Supreme Court of the United States in the early 1950s; some even formed a committee to elect Cooper president. Cooper considered running for governor in 1951, but when Chapman was killed in an automobile accident on March 8, 1951, he decided to make another run for the Senate against Thomas R. Underwood, Governor Lawrence Wetherby's appointee to fill the vacancy. Underwood was considered a heavy favorite in the race. Some Republicans faulted Cooper for taking an appointment from Democrat Truman. Both the Louisville Times and the Louisville Courier-Journal recanted their statements in 1950 for Cooper to seek election to the Senate in 1954. They now feared that the election of a Republican would allow that party to organize the Senate, giving key committee chairmanships to isolationists opposed to continued US involvement in the Korean War. Nevertheless, Cooper defeated Underwood by 29,000 votes in the election and served out the remainder of Chapman's term. His victory marked the first time in Kentucky's history that a Republican had been elected to the Senate more than once. Cooper was named to the Senate Committee on Labor, Education and Public Welfare and chaired its education and labor subcommittees. He sponsored a bill authorizing public works projects along the Big Sandy River, including the Tug and Levisa forks. He also supported the reconstruction of the locks and dams along the Ohio River and the construction of locks, dams, and reservoirs in the Green River Valley. He opposed the Dixon-Yates contract, which would have paid a private company to construct a new power station to generate power for the city of Memphis, Tennessee, calling instead for authorization for the Tennessee Valley Authority to issue bonds to finance the construction of new power stations. He supported a comprehensive program benefiting the coal industry and cosponsored a bill to extending public library services to rural areas. Cooper continued to be an independent voice in the Senate. During the Red Scare, he was critical of attempts to permit illegal wiretap evidence in federal courts and attempts to reduce the protections against self-incrimination granted by the Fifth Amendment. Nevertheless, he refused to strip Joseph McCarthy, the leading figure in the Red Scare, of his major Senate committee chairmanships, cautioning that "many of those who bitterly oppose Senator McCarthy call for the same tactics that they charge him with." He was the only Republican to oppose the Bricker Amendment, which would have limited the president's treaty-making power. He concluded that the issues addressed by the amendment were not sufficient to warrant a change to the Constitution. He also opposed the Submerged Lands Act and the Mexican Farm Labor bill, both of which were supported by the Eisenhower administration. He denounced Eisenhower's appointment of Albert M. Cole, an open opponent of public housing, as Federal Housing Administrator and opposed many of the agricultural reforms proposed by Eisenhower's Agriculture Secretary, Ezra Taft Benson. Again, his independence did little to diminish his stature in the party. In 1954, he was named to the Senate Republican Policy Committee. Cooper again sought re-election in 1954. Democrats first considered Governor Wetherby as his opponent, but Wetherby's candidacy would have drawn a primary challenger from the Happy Chandler faction of the Democratic Party, possibly leading to a party split and Cooper's re-election. Instead, party leaders convinced former Vice President Barkley, now 77 years old, to run for the seat in order to ensure party unity. There were few policy differences between Barkley and Cooper, who had been deemed the most liberal Republican in the Senate by Americans for Democratic Action. During the campaign, Cooper was featured on the cover of Time on July 5, 1954. Cooper appealed to women voters, as well as black voters who appreciated his support for civil rights. He also claimed that he would be a less partisan senator than Barkley. Barkley's personal popularity carried him to a 71,000-vote victory, however. Glenn Finch opined that "Barkley was unbeatable in his own state, and it is probable that no other candidate could have defeated Cooper." ## Ambassador to India In 1955, President Dwight Eisenhower nominated Cooper as U.S. Ambassador to India and Nepal. During his time as a delegate for the United Nations, Cooper had met Indian Prime Minister Jawaharlal Nehru and established a cordial working relationship with the Indian delegation, including Nehru's sister Vijaya Lakshmi Pandit. The Indians had been impressed with Cooper and the Indian government had expressed their desire that Cooper serve as their ambassador from the U.S. Cooper initially rejected the position offered by Secretary of State John Foster Dulles but was convinced to accept it by a personal request from President Eisenhower. India had only become an independent nation in 1947, and it was considered a bulwark against Communism in Asia. U.S.–India relations were strained, however, because of India's recognition of Communist China, its opposition to the Southeast Asia Treaty Organization (SEATO), and its resistance to foreign interference in Indochina. U.S. News & World Report described the ambassadorship as "one of the most difficult and delicate in all the diplomatic world". Cooper married Lorraine Rowan Shevlin on March 17, 1955, in Pasadena, California, just ten days before leaving for India. Twice divorced, Shevlin was the daughter of Robert A. Rowan (a wealthy California real estate developer whose projects included the Hotel Alexandria and the Security Building), step-daughter of Vatican official Prince Domenico Orsini, and a well-known socialite. She was fluent in three languages and understood Russian. The two had dated for much of the 1950s, but Cooper was hesitant to marry because he had doubts about moving into Shevlin's elaborate Georgetown home. (While in Washington, the unmarried Cooper permanently resided in the Dodge House Hotel.) The move to India removed this barrier, and Secretary Dulles encouraged Cooper to marry her before leaving so that the embassy in New Delhi might have a proper hostess. On April 4, 1955, the couple stopped in England on their way to India to visit with Louis Mountbatten, the last Governor-General of India. Their discussions about the situation of the Indian situation were part of the scant preparation Cooper received before arriving there. Cooper began his service as ambassador by developing a close friendship with Prime Minister Nehru. Nehru's respect and admiration for Cooper soon became widely known. Cooper labored to help officials in Washington, D.C. understand that India's reluctance to align with either the West or the Communists in China and the Soviet Union was their way of exercising their newly won independence. At the same time, he defended the U.S. military buildup after World War II, its involvement in the Korean War, and its membership in mutual security pacts like NATO and SEATO as self-defense measures, not aggressive actions by the U.S. government, as the Indians widely perceived them. Cooper condemned the Eisenhower administration's decision to sell weapons to Pakistan, which was resented by the Indians, but also felt that the Indian government took some political positions without regard to their moral implications. By late 1955, the Chicago Daily News reported that Indo-American relations had "improved to a degree not thought possible six months ago". In a joint communique dated December 2, 1955, U.S. Secretary of State Dulles and Portuguese Foreign Minister Paulo Cunha condemned statements made by Soviet Premier Nikolai Bulganin and Soviet Party First Secretary Nikita Khrushchev during an eighteen-day tour of India. Of particular interest was the communique's reference to "Portuguese provinces in the Far East". This phrase referred to Goa, a Portuguese colony in western India. Although most European nations with holdings near India had granted them to the new independent nation in 1947, Portugal refused to surrender Goa, and the region had become a source of conflict between the two nations. The joint communiqué seemed to indicate U.S. recognition of Portuguese sovereignty in Goa, which undercut Cooper's assurances to the Indians of U.S. neutrality in the matter. Cooper himself did not know about the communiqué until he read an account of it in the Indian media and was therefore unprepared to offer an explanation for it when asked by the Indian Foreign Secretary. Cooper's cable to Washington, D.C. about the matter was reported to have been "bitter", although the contents of the cable have not been released. The Dulles–Cuhna communique touched off anti-American demonstrations in many parts of India. On December 6, Dulles held a news conference during which he reaffirmed U.S. neutrality on the Goa issue, but did not recant claims of Portuguese sovereignty over the region. Prime Minister Nehru announced his intent to file a formal protest with the United States over the communique and to address the Indian Parliament about the matter. In the interim, Cooper secured a meeting with Nehru and forestalled both actions. Cooper became even more upset with Dulles when Dulles authorized withholding \$10 million of a \$50 million aid package to India; Cooper protested the withholding, and Dulles decided to pay the full amount. Throughout the early part of 1956, Cooper strongly advocated that the U.S. respect Indian nonalignment and increase economic aid to the country. In August 1956, Congress approved a financial aid package for India that included the largest sale up to that point of surplus agricultural products by the United States to any country. Cooper's persistence in requesting such aid was critical in getting the package approved, as it was opposed by many administration officials, including Under Secretary of State Herbert Hoover Jr., Treasury Secretary George M. Humphrey, and International Cooperation Administration Director John B. Hollister. ## Later service in the Senate Senator Barkley died in office on April 30, 1956. Republican leaders encouraged Cooper to return from India and seek the seat, but Cooper was reluctant to give up his ambassadorship. After a personal appeal from President Eisenhower, however, Cooper acquiesced and declared his candidacy in July 1956. Even after leaving India, he maintained close ties with the country's leaders and was the official U.S. representative at the funerals of Prime Minister Nehru in 1964, Prime Minister Lal Bahadur Shastri in 1966, and Prime Minister Indira Gandhi in 1984. Because Barkley's death occurred after the filing deadline for the November elections, the Democratic State Central Committee had to choose a nominee for the now-open seat. After unsuccessfully attempting to find a compromise candidate that both the Clements and Chandler factions could support, they chose Lawrence Wetherby, whose term as governor had recently expired. Chandler, now serving his second term as governor, was angered by the choice of Wetherby, and most members of his faction either gave Wetherby lukewarm support or outright supported Cooper instead. This, combined with Cooper's personal popularity, led to his victory over Wetherby by 65,000 votes. Upon his return to the Senate in 1957, Cooper was assigned to the Senate Foreign Relations Committee. In 1959, he challenged Illinois Senator Everett Dirksen to become the Republican floor leader in the Senate, but lost by four votes. In a 1960 poll of fifty journalists conducted by Newsweek magazine, Cooper was named the ablest Republican member of the Senate. He helped author and co-sponsored the National Defense Education Act. Together with Senator Jennings Randolph, he sponsored the Appalachian Regional Development Act, designed to address the prevalent poverty in Appalachia. He succeeded in gaining more state and local control over the anti-poverty group Volunteers in Service to America. He was a vigorous opponent of measures designed to weaken the Tennessee Valley Authority. In 1960, Democrats nominated former governor Keen Johnson, then an executive with Reynolds Metals, to oppose Cooper's re-election bid. Cooper had the support of organized labor and benefitted from a large segment of Kentuckians who voted for Republican Richard M. Nixon over Democrat John F. Kennedy as a reaction against Kennedy's Catholicism in the 1960 presidential election. Cooper ultimately defeated Johnson by 199,257 votes, a record victory margin for a Kentucky senatorial candidate. Shortly after his election as president in 1960, Kennedy chose Cooper to conduct a then-secret mission to Moscow and New Delhi to assess the attitudes of the Soviet government for the new administration. Kennedy and Cooper had served together on the Senate Labor Committee and maintained a social friendship. On the mission, Cooper discovered that the Soviets disliked Kennedy and Nixon equally. Cooper concluded in his report to Kennedy that there was little potential for harmonious relations with the Soviets. After meeting with Secretary Khrushchev, Kennedy confirmed to Cooper that his report had been correct and confessed that he should have taken it even more seriously. Cooper supported Kennedy's decision to resume nuclear weapons testing after the Soviets resumed their testing in March 1962, but he urged Kennedy to negotiate an agreement with the Soviets if possible. President Lyndon B. Johnson appointed Cooper to the Warren Commission, which was charged with investigating Kennedy's assassination in 1963. Cooper attended 50 of the 94 hearings and rejected the single-bullet theory stating that "there was no evidence to show that [Kennedy and Texas Governor John Connally] were hit by the same bullet." Cooper publicly criticized the report's conclusions as "premature and inconclusive", and informed Attorney General Robert F. Kennedy and Senator Ted Kennedy that he strongly felt Lee Harvey Oswald had not acted alone. When Cooper expressed his same thoughts to Jacqueline Kennedy, he reportedly stated that "it's important for this nation that we bring the true murderers to justice." As one of three Republicans on the Senate Rules and Administration Committee, Cooper was involved with the investigation of Johnson aide Bobby Baker in 1964, which he decried as "a whitewash" after the committee blocked further investigation. He proposed the establishment of a Senate Select Committee on Standards and Conduct in July 1964 and was named to that committee in July 1965. Also in 1965, he was chosen advisor to the United States delegation to the Manila Conference that established the Asian Development Bank. An advocate for small businesses and agricultural interests, Cooper opposed an April 1965 bill that expanded the powers of the Federal Trade Commission to regulate cigarette advertising. In March 1966, he proposed an amendment to a mine safety bill supported by the United Mine Workers of America that would have nullified provisions of the bill if they were not shown to contribute to the safety of small mines, but his amendment was defeated. Cooper voted in favor of the Civil Rights Acts of 1957, 1960, 1964, and 1968, as well as the 24th Amendment to the U.S. Constitution, the Voting Rights Act of 1965, and the confirmation of Thurgood Marshall to the U.S. Supreme Court. Cooper was one of thirteen Republican senators to vote in favor of Medicare. ### Opposition to the Vietnam War Although Cooper voted in favor of the 1964 Gulf of Tonkin Resolution, he opposed escalating U.S. involvement in the Vietnam War. As early as April 1964, Cooper was urging President Johnson to negotiate a peaceful settlement to the tensions in Southeast Asia. He questioned Southeast Asia's strategic importance to the U.S. and expressed concerns about the feasibility of deploying the U.S. military on a global scale. On March 25, 1965, he joined New York Senator Jacob Javits in a call for President Johnson to begin negotiations for a settlement between North Vietnam and South Vietnam without imposing preconditions on the negotiations. Later in the day, he introduced resolutions calling for Secretary of State Dean Rusk and Secretary of Defense Robert McNamara to brief the full Senate on recent developments in Vietnam. In January 1966, Cooper accompanied Secretary of State Rusk and Ambassador W. Averell Harriman on an official visit to Philippine President Ferdinand Marcos as part of a widely publicized "peace drive". This visit, along with visits to South Vietnam in December 1965 and January 1966, reinforced Cooper's opposition to military operations in Southeast Asia. In a meeting with President Johnson on January 26, 1966, he again urged the president to forgo his announced intentions to resume bombing missions in North Vietnam and negotiate a settlement instead. Johnson was noncommittal, and that afternoon, Cooper returned to the Senate floor, urgently trying to convince the legislators that negotiation was preferable to escalation, even when it meant negotiating with the Viet Cong fighters in South Vietnam, which he believed was necessary to achieve peace. Cooper advocated a three-to-five-year cease fire, enforced by the United Nations, followed by national elections as prescribed by the 1954 Geneva Convention. Ultimately, Johnson did not heed Cooper's plea and resumed U.S. bombing missions in North Vietnam. In 1966, Cooper again won re-election over John Y. Brown Sr., by 217,000 votes, breaking his own record of largest victory margin for a Kentucky senatorial candidate, and carrying the vote of 110 of Kentucky's 120 counties. In the lead-up to the 1968 Republican presidential primary, he endorsed New York Governor Nelson A. Rockefeller, saying that Americans would only support a candidate who took a clear position on Vietnam. Rockefeller had laid out a plan for reversing the Americanization of the war, while other Republican candidates tried to remain non-specific about how they would handle it. As Rockefeller's candidacy faded, Cooper encouraged his colleague, Kentucky Senator Thruston B. Morton, to seek the presidency, but Morton declined. The Republican nomination – and the presidency – went to Richard Nixon. As a delegate to the U.N. General Assembly in 1968, Cooper strongly denounced the Warsaw Pact invasion of Czechoslovakia. He also supported Montana Senator Mike Mansfield's proposal to bring the matter of the Vietnam War before the United Nations. Returning to the Senate in 1969, he joined Alaska Senator Ernest Gruening and Oregon Senator Wayne Morse in protesting restrictions on orderly protests at the United States Capitol. In the Senate, Cooper helped lead the opposition to the development and deployment of anti-ballistic missiles (ABMs), putting him at odds with many in his party, including President Nixon. Cooper had long been an opponent of ABMs, which he believed could intensify a worldwide nuclear arms race. On August 6, 1969, a vote to suspend funding of the development of ABMs failed in the Senate by a vote of 50–51; Vice-President Spiro Agnew cast the tie-breaking vote. After this defeat, Cooper and Michigan Senator Philip Hart co-sponsored the Cooper–Hart Amendment that would have allowed funding for research and development of ABMs, but banned deployment of a U.S. ABM system. The measure failed by three votes but increased congressional scrutiny of the Defense Department budget, leading to a reduction in funding and hastening Strategic Arms Limitation Talks with the Soviets. Cooper served as an advisor to President Nixon during the events leading up to the talks. Throughout 1969 and 1970, Cooper and Senator Frank Church co-sponsored the Cooper–Church Amendments, aimed at curbing further escalation of the Vietnam War. Congressional approval of one of these amendments on December 15, 1969, de-funded the use of U.S. troops in Laos and Thailand. Cooper had wanted to include a restriction on forces entering Cambodia as well, but Mike Mansfield, who helped Cooper write the amendment, feared that Cambodian Prince Norodom Sihanouk, who was officially neutral in the conflict, might be offended. When Sihanouk was deposed in 1970, Cambodia's new leader, Lon Nol, appealed to President Nixon for help in stabilizing his rule. Nixon agreed to send troops to Cambodia, despite protests from Cooper and others that this violated his stated goal of de-escalation in the region. Cooper and Church then drafted another amendment to de-fund U.S. operations in Cambodia; after negotiations with Nixon that continued funding until July 1970 so that the troops already in the country could be evacuated, the amendment passed 58–37. The House of Representatives later stripped the amendment from the legislation to which it was attached, and it did not go into effect. The amendment was nevertheless hailed by The Washington Post as "the first time in our history that Congress has attempted to limit the deployment of American troops in the course of an ongoing war." The fight over the Cooper–Church Amendments took its toll on Cooper's health, and he was briefly hospitalized to regain his strength. In 1971, Church, Mansfield, and George Aiken convinced Cooper to help them write an amendment to end U.S. involvement in Southeast Asia altogether, but ultimately, the measure did not have the support to pass and was abandoned. Seventy-one years of age and becoming increasingly deaf, Cooper announced to the Kentucky Press Association on January 21, 1972, that he would not seek re-election to his Senate seat, having served longer in that body than any other Kentuckian except Alben Barkley. The lame duck Cooper decided to make one more attempt to end the war, after an aggressive North Vietnamese offensive against the South in March 1972 intensified fighting in the region once again. Without advance notice, Cooper addressed a nearly empty Senate chamber on July 27, 1972, proposing an amendment to a military assistance bill that would unconditionally end funding for all U.S. military operations in Indochina in four months. The measure, which had no co-sponsors, stunned Nixon and Secretary of State Henry Kissinger and provoked heated debate in the Senate. Massachusetts Senator Edward Brooke saved the amendment from almost certain demise by adding a provision that all American prisoners of war be returned prior to the withdrawal of U.S. forces. The revised amendment passed 62–33, whereupon Nixon decided to sacrifice the entire military assistance bill. At Nixon's insistence, the Senate defeated the amended bill 48–42. Disappointed, Cooper nevertheless proclaimed, "I feel purged inside. I've felt strongly about this for a long time. Now it's in the hands of the President. He's the only person who can do anything about ending the war now." ## Later life After the expiration of his term, Cooper took over the "Dean Acheson chair" at the prestigious Washington law firm of Covington & Burling. In 1972, he was chosen as the commencement speaker at Centre College, where he had served as a trustee since 1961. At the ceremony, he became the first recipient of the Isaac Shelby Award, named for two-time Kentucky governor Isaac Shelby, the chair of the college's first board of trustees. In 1973, Cooper resisted an attempt to name a federal building in his honor. Upon the completion of the dam that formed Laurel River Lake in 1977, Congress proposed naming the dam and lake after Cooper, but again, he declined. He was pleased, however, that the Somerset school system chose to name a program to teach and reinforce leadership skills the John Sherman Cooper Leadership Institute. In April 1974, Nixon announced that he would appoint Cooper to be the US Ambassador to East Germany, but during the final negotiations between the countries for the US to establish an embassy in the country, Nixon resigned. His successor, Gerald Ford, officially appointed Cooper to the ambassadorship, and Cooper took leave from Covington & Burling to accept it. He arrived in East Germany in December 1974 and served as ambassador until October 1976. After returning to the US, he resumed his work at Covington & Burling. In his last act of public service, he again served as an alternate delegate to the UN General Assembly in 1981. Kentucky Governor John Y. Brown Jr., the son of Cooper's former opponent in the senatorial elections of 1946 and 1966, awarded Cooper the Governor's Distinguished Service Medallion in 1983. Later that year, Senators Walter Huddleston of Kentucky and Howard Baker of Tennessee introduced a bill to honor Cooper by renaming the Big South Fork National River and Recreation Area to the Cooper National Recreation Area; Kentucky Congressman Hal Rogers sponsored a parallel measure in the House. As a senator, Cooper had been instrumental in securing congressional approval for the creation of Big South Fork. Opponents of the measure in both Kentucky and Tennessee (the recreation area spans the two states) cited a variety of reasons to retain the old name, and the proposal was eventually dropped at Cooper's request. In 1985, Cooper became the third-ever recipient of the Oxford Cup, an award recognizing outstanding past members of Beta Theta Pi. Also in 1985, he was awarded an honorary doctorate degree from Cumberland College (now the University of the Cumberlands) in Williamsburg, Kentucky. He was named a Distinguished Alumnus of Centre College in 1987. A non-partisan group co-chaired by former Kentucky gubernatorial candidate Larry Forgy raised \$60,000 to commission two sculptures of Cooper. A life-sized bronze bust of Cooper sculpted by John Tuska was installed at the Kentucky State Capitol in 1987. The other sculpture, a life-sized bronze statue crafted by Barney Bright, was placed in Fountain Square in Somerset. Cooper retired from the practice of law in 1989. In June 1990, Cooper was honored with a gala screening of Gentleman From Kentucky, a Kentucky Educational Television documentary about his life, at the John F. Kennedy Center for the Performing Arts in Washington. On February 21, 1991, Cooper died of heart failure in a retirement home in Washington. He had been preceded in death by his second wife, Lorraine Arnold Rowan, on February 3, 1985. On February 26, 1991, Kentucky's two senators, Wendell H. Ford and Mitch McConnell, gave speeches on the Senate floor praising Cooper, and the Senate adjourned in Cooper's memory. Cooper was buried in Arlington National Cemetery in Arlington, Virginia. Because of his extensive support of rural electrification as a senator, the East Kentucky RECC was renamed the John Sherman Cooper Power Station in his honor. In 1999, the Lexington Herald-Leader named Cooper one of the most influential Kentuckians of the 20th century. In 2000, Eastern Kentucky University's Center for Kentucky History and Politics established the annual John Sherman Cooper Award for Outstanding Public Service in Kentucky. Despite his patrician background, Cooper was known for being "affable, frequently self-deprecating and approachable."
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John C. Calhoun
1,173,136,606
Vice president of the United States from 1825 to 1832
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John Caldwell Calhoun (/kælˈhuːn/; March 18, 1782March 31, 1850) was an American statesman and political theorist who served as the seventh vice president of the United States from 1825 to 1832. Born in South Carolina, he adamantly defended American slavery and sought to protect the interests of white Southerners. Calhoun began his political career as a nationalist, modernizer and proponent of a strong federal government and protective tariffs. In the late 1820s, his views changed radically, and he became a leading proponent of states' rights, limited government, nullification, and opposition to high tariffs. Calhoun saw Northern acceptance of those policies as a condition of the South's remaining in the Union. His beliefs and warnings heavily influenced the South's secession from the Union in 1860 and 1861. He was the first of two vice presidents to resign from the position, the other being Spiro Agnew, who resigned in 1973. Calhoun began his political career with election to the House of Representatives in 1810. As a prominent leader of the war hawk faction, he strongly supported the War of 1812. Calhoun served as Secretary of War under President James Monroe and, in that position, reorganized and modernized the War Department. He was a candidate for the presidency in the 1824 election. After failing to gain support, Calhoun agreed to be a candidate for vice president. The Electoral College elected him vice president by an overwhelming majority. He served under John Quincy Adams and continued under Andrew Jackson, who defeated Adams in the election of 1828, making Calhoun the most recent U.S. vice president to serve under two different presidents. He had a difficult relationship with Jackson, primarily because of the Nullification Crisis and the Petticoat affair. In contrast with his previous nationalist sentiments, Calhoun vigorously supported South Carolina's right to nullify federal tariff legislation that he believed unfairly favored the North, which put him into conflict with Unionists such as Jackson. In 1832, with only a few months remaining in his second term, Calhoun resigned as vice president and entered the Senate. He sought the Democratic Party nomination for the presidency in 1844 but lost to surprise nominee James K. Polk, who won the general election. Calhoun served as Secretary of State under President John Tyler from 1844 to 1845, and in that role supported the annexation of Texas as a means to extend the Slave Power and helped to settle the Oregon boundary dispute with Britain. Calhoun returned to the Senate, where he opposed the Mexican–American War, the Wilmot Proviso and the Compromise of 1850 before dying in 1850. He often served as a virtual independent who variously aligned as needed, with Democrats and Whigs. Later in life, Calhoun became known as the "cast-iron man" for his rigid defense of white Southern beliefs and practices. His concept of republicanism emphasized proslavery thought and minority states' rights as embodied by the South. He owned dozens of slaves in Fort Hill, South Carolina, and asserted that slavery, rather than being a "necessary evil", was a "positive good" that benefited both slaves and enslavers. To protect minority rights against majority rule, he called for a concurrent majority by which the minority could block some proposals that it felt infringed on their liberties. To that end, Calhoun supported states' rights, and nullification, through which states could declare null and void federal laws that they viewed as unconstitutional. He was one of the "Great Triumvirate" or the "Immortal Trio" of congressional leaders, along with his colleagues Daniel Webster and Henry Clay. ## Early life John Caldwell Calhoun was born in Abbeville District, South Carolina on March 18, 1782. He was the fourth child of Irish-born Patrick Calhoun and his wife Martha Caldwell. Patrick's father, also named Patrick, joined the waves of Scotch-Irish emigration from County Donegal to southwestern Pennsylvania. After the death of the elder Patrick in 1741, the family moved to Virginia. Following the British defeat at the Battle of the Monongahela in 1755, the family, fearing Indian attacks, moved to South Carolina in 1756. Patrick, a prominent member of the tight-knit Scotch-Irish community on the frontier who worked as surveyor and farmer, was elected to the South Carolina Legislature in 1763 and acquired ownership over slave plantations. As a Presbyterian, he stood opposed to the established Anglican planter class based in Charleston. Patrick remained neutral in the American Revolution and opposed ratification of the U.S. Constitution on grounds of states' rights and personal liberties. Calhoun would eventually adopt his father's beliefs on states' rights. Young Calhoun showed scholastic talent, and although schools were scarce on the Carolina frontier, he was enrolled briefly in an academy in Appling, Georgia. It soon closed. He continued his studies privately. When his father died, his brothers were away starting business careers, and so the 14-year-old Calhoun took over management of the family farm and five other farms. For four years he simultaneously kept up his reading and his hunting and fishing. The family decided he should continue his education, and so he resumed studies at the academy after it reopened. With financing from his brothers, he went to Yale College in Connecticut in 1802. For the first time in his life, Calhoun encountered serious, advanced, and well-organized intellectual dialogue that could shape his mind. Yale was dominated by President Timothy Dwight, a Federalist who became his mentor. Dwight's brilliance entranced (and sometimes repelled) Calhoun. Biographer John Niven says: > Calhoun admired Dwight's extemporaneous sermons, his seemingly encyclopedic knowledge, and his awesome mastery of the classics, of the tenets of Calvinism, and of metaphysics. No one, he thought, could explicate the language of John Locke with such clarity. Dwight repeatedly denounced Jeffersonian democracy, and Calhoun challenged him in class. Dwight could not shake Calhoun's commitment to republicanism. "Young man," retorted Dwight, "your talents are of a high order and might justify you for any station, but I deeply regret that you do not love sound principles better than sophistry—you seem to possess a most unfortunate bias for error." Dwight also expounded on the strategy of secession from the Union as a legitimate solution for New England's disagreements with the national government. Calhoun made friends easily, read widely, and was a noted member of the debating society of Brothers in Unity. He graduated as valedictorian in 1804. He studied law at the nation's first independent law school, Tapping Reeve Law School in Litchfield, Connecticut, where he worked with Tapping Reeve and James Gould. He was admitted to the South Carolina bar in 1807. Biographer Margaret Coit argues that: > every principle of secession or states' rights which Calhoun ever voiced can be traced right back to the thinking of intellectual New England ... Not the South, not slavery, but Yale College and Litchfield Law School made Calhoun a nullifier ... Dwight, Reeve, and Gould could not convince the young patriot from South Carolina as to the desirability of secession, but they left no doubts in his mind as to its legality. ## Personal life In January 1811, Calhoun married Floride Bonneau Colhoun, a first cousin once removed. She was the daughter of wealthy United States Senator and lawyer John E. Colhoun, a leader of Charleston high society. The couple had 10 children over 18 years: - Andrew Pickens (1811-1865) - Floride Pure (1814-1815) - Jane (1816-1816) - Anna Maria (1817-1875)--married Thomas Green Clemson, who later founded Clemson University in South Carolina. - Elizabeth (1819-1820) - Patrick (1821-1858) - John Caldwell Jr. (1823-1850) - Martha Cornelia (1824-1857) - James Edward (1826-1861) - William Lowndes (1829-1858) Calhoun was not openly religious. He was raised as an orthodox Presbyterian, but he was attracted to Southern varieties of Unitarianism of the sort that attracted Jefferson. Southern Unitarianism was generally less organized than the variety popular in New England. He was generally not outspoken about his religious beliefs. After his marriage, Calhoun and his wife attended the Episcopal Church, of which she was a member. In 1821 he became a founding member of All Souls Unitarian Church in Washington, D.C. Historian Merrill D. Peterson describes Calhoun: "Intensely serious and severe, he could never write a love poem, though he often tried, because every line began with 'whereas' ..." ## House of Representatives ### War of 1812 With a base among the Irish and Scotch Irish, Calhoun won election to South Carolina's 6th congressional district of the House of Representatives in 1810. He immediately became a leader of the War Hawks, along with Speaker Henry Clay of Kentucky and South Carolina congressmen William Lowndes and Langdon Cheves. Brushing aside the vehement objections of both anti-war New Englanders and ardent Jeffersonians led by John Randolph of Roanoke, they demanded war against Britain, claiming that American honor and republican values had been violated by the British refusal to recognize American shipping rights. As a member, and later acting chairman, of the Committee on Foreign Affairs, Calhoun played a major role in drafting two key documents in the push for war, the Report on Foreign Relations and the War Report of 1812. Drawing on the linguistic tradition of the Declaration of Independence, Calhoun's committee called for a declaration of war in ringing phrases, denouncing Britain's "lust for power", "unbounded tyranny", and "mad ambition". The United States declared war on Britain on June 18, inaugurating the War of 1812. The opening phase involved multiple disasters for American arms, as well as a financial crisis when the Treasury could barely pay the bills. The conflict caused economic hardship for Americans, as the Royal Navy blockaded the ports and cut off imports, exports, and the coastal trade. Several attempted invasions of Canada were fiascos, but the U.S. in 1813 seized control of Lake Erie and broke the power of hostile Indians in battles such as the Battle of the Thames in Canada in 1813 and the Battle of Horseshoe Bend in Alabama in 1814. These Indians had, in many cases, cooperated with the British or Spanish in opposing American interests. Calhoun labored to raise troops, provide funds, speed logistics, rescue the currency, and regulate commerce to aid the war effort. One colleague hailed him as "the young Hercules who carried the war on his shoulders". Disasters on the battlefield made him double his legislative efforts to overcome the obstructionism of John Randolph, Daniel Webster, and other opponents of the war. By 1814 the British were thwarted at the invasions of New York and Baltimore, but Napoleon Bonaparte capitulated, meaning America would now face Britain's formidable renforcement with units previously committed to Europe if the war were to continue. British and American diplomats signed the Treaty of Ghent undertaking a return to the borders of 1812 with no gains or losses. Before the treaty reached the Senate for ratification, and even before news of its signing reached New Orleans, a British invasion force was decisively defeated in January 1815 at the Battle of New Orleans, making a national hero of General Andrew Jackson. Americans celebrated what they called a "second war of independence" against Britain. This led to the beginning of the "Era of Good Feelings", an era marked by the formal demise of the Federalist Party and increased nationalism. ### Postwar planning Despite American successes, the mismanagement of the Army during the war distressed Calhoun, and he resolved to strengthen and centralize the War Department. The militia had proven itself quite unreliable during the war and Calhoun saw the need for a permanent and professional military force. In 1816 he called for building an effective navy, including steam frigates, as well as a standing army of adequate size. The British blockade of the coast had underscored the necessity of rapid means of internal transportation; Calhoun proposed a system of "great permanent roads". The blockade had cut off the import of manufactured items, so he emphasized the need to encourage more domestic manufacture, fully realizing that industry was based in the Northeast. The dependence of the old financial system on import duties was devastated when the blockade cut off imports. Calhoun called for a system of internal taxation that would not collapse from a war-time shrinkage of maritime trade, as the tariffs had done. The expiration of the charter of the First Bank of the United States had also distressed the Treasury, so to reinvigorate and modernize the economy Calhoun called for a new national bank. A new bank was chartered as the Second Bank of the United States by Congress and approved by President James Madison in 1816. Through his proposals, Calhoun emphasized a national footing and downplayed sectionalism and states rights. Historian Ulrich B. Phillips says that at this stage of Calhoun's career, "The word nation was often on his lips, and his conviction was to enhance national unity which he identified with national power" ### Rhetorical style Regarding his career in the House of Representatives, an observer commented that Calhoun was "the most elegant speaker that sits in the House ... His gestures are easy and graceful, his manner forcible, and language elegant; but above all, he confines himself closely to the subject, which he always understands, and enlightens everyone within hearing." His talent for public speaking required systematic self-discipline and practice. A later critic noted the sharp contrast between his hesitant conversations and his fluent speaking styles, adding that Calhoun "had so carefully cultivated his naturally poor voice as to make his utterance clear, full, and distinct in speaking and while not at all musical it yet fell pleasantly on the ear". Calhoun was "a high-strung man of ultra intellectual cast". As such, Calhoun was not known for charisma. He was often seen as harsh and aggressive with other representatives. But he was a brilliant intellectual orator and strong organizer. Historian Russell Kirk says, "That zeal which flared like Greek fire in Randolph burned in Calhoun, too; but it was contained in the Cast-iron Man as in a furnace, and Calhoun's passion glowed out only through his eyes. No man was more stately, more reserved." John Quincy Adams concluded in 1821 that "Calhoun is a man of fair and candid mind, of honorable principles, of clear and quick understanding, of cool self-possession, of enlarged philosophical views, and ardent patriotism. He is above all sectional and factious prejudices more than any other statesman of this Union with whom I have ever acted." Historian Charles Wiltse noted Calhoun's evolution, "Though he is known today primarily for his sectionalism, Calhoun was the last of the great political leaders of his time to take a sectional position—later than Daniel Webster, later than Henry Clay, later than Adams himself." ## Secretary of War and postwar nationalism In 1817, the deplorable state of the War Department led four men to decline offers from President James Monroe to accept the office of Secretary of War before Calhoun finally assumed the role. Calhoun took office on December 8 and served until 1825. He continued his role as a leading nationalist during the Era of Good Feelings. He proposed an elaborate program of national reforms to the infrastructure that he believed would speed up economic modernization. His priority was an effective navy, including steam frigates, and in the second place a standing army of adequate size—and as further preparation for an emergency, "great permanent roads", "a certain encouragement" to manufacturers, and a system of internal taxation that would not collapse from a war-time shrinkage of maritime trade, like customs duties. A reform-minded modernizer, Calhoun attempted to institute centralization and efficiency in the Indian Department and in the Army by establishing new coastal and frontier fortifications and building military roads, but Congress either failed to respond to his reforms or responded with hostility. Calhoun's frustration with congressional inaction, political rivalries, and ideological differences spurred him to create the Bureau of Indian Affairs in 1824. The responsibilities of the bureau were to manage treaty negotiations, schools, and trade with Indians, in addition to handling all expenditures and correspondence concerning Indian affairs. Thomas McKenney was appointed as the first head of the bureau. As secretary, Calhoun had responsibility for the management of Indian affairs. He promoted a plan, adopted by Monroe in 1825, to preserve the sovereignty of eastern Indians by relocating them to western reservations they could control without interference from state governments. In over seven years Calhoun supervised the negotiation and ratification of 40 treaties with Indian tribes. Calhoun opposed the invasion of Spanish Florida launched in 1818 by General Jackson during the First Seminole War, which was done without direct authorization from Calhoun or President Monroe, and in private with other cabinet members, advocated censuring of Jackson as punishment. Calhoun claimed that Jackson had begun a war against Spain in violation of the Constitution and, that he had contradicted Calhoun's explicit orders in doing so. Specific official instructions not to invade Florida or attack the Spanish were not issued by the administration. However, Calhoun supported the execution of Alexander Arbuthnot and Robert Ambrister, two British soldiers living in Florida who were accused of inciting the Seminole to make war against the United States. Calhoun accused the British of being involved in "wickedness, corruption, and barbarity at which the heart sickens and which in this enlightened age it ought not scarcely to be believed that a Christian nation would have participated". He added that he hoped the executions of Arbuthnot and Ambrister would deter the British and any other nations "who by false promises delude and excite an Indian tribe to all the deeds of savage war". The United States annexed Florida from Spain in 1819 through the Adams–Onís Treaty. Calhoun's tenure as Secretary of War witnessed the outbreak of the Missouri crisis in December 1818, when a petition arrived from Missouri settlers seeking admission into the Union as a slave state. In response, Representative James Tallmadge Jr. of New York proposed two amendments to the bill designed to restrict the spread of slavery into what would become the new state. These amendments touched off an intense debate between North and South that had some talking openly of disunion. In February 1820, Calhoun predicted to Secretary of State John Quincy Adams, a New Englander, that the Missouri issue "would not produce a dissolution" of the Union. "But if it should," Calhoun went on, "the South would of necessity be compelled to form an alliance with...Great Britain." "I said that would be returning to the colonial state," Adams recalled saying afterward. According to Adams, "He said, yes, pretty much, but it would be forced upon them." After the war ended in 1815 the "Old Republicans" in Congress, with their Jeffersonian ideology for an economy in the federal government, sought to reduce the operations and finances of the War Department. Calhoun's political rivalry with William H. Crawford, the Secretary of the Treasury, over the pursuit of the presidency in the 1824 election, complicated Calhoun's tenure as War Secretary. The general lack of military action following the war meant that a large army, such as that preferred by Calhoun, was no longer considered necessary. The "Radicals", a group of strong states' rights supporters who mostly favored Crawford for president in the coming election, were inherently suspicious of large armies. Some allegedly also wanted to hinder Calhoun's presidential aspirations for that election. Thus, on March 2, 1821, Congress passed the Reduction Act, which reduced the number of enlisted men of the army by half, from 11,709 to 5,586, and the number of the officer corps by a fifth, from 680 to 540. Calhoun, though concerned, offered little protest. Later, to provide the army with a more organized command structure, which had been severely lacking during the War of 1812, he appointed Major General Jacob Brown to a position that would later become known as "Commanding General of the United States Army". ## Vice presidency (1825–1832) ### 1824 and 1828 elections and Adams presidency Calhoun was initially a candidate for President of the United States in the election of 1824. Four other men also sought the presidency: Andrew Jackson, Adams, Crawford, and Henry Clay. Calhoun failed to win the endorsement of the South Carolina legislature, and his supporters in Pennsylvania decided to abandon his candidacy in favor of Jackson's, and instead supported him for vice president. Other states soon followed, and Calhoun therefore allowed himself to become a candidate for vice president rather than president. The Electoral College elected Calhoun vice president by a landslide on December 1, 1824. He won 182 of 261 electoral votes, while five other men received the remaining votes. No presidential candidate received a majority in the Electoral College, and the election was ultimately resolved by the House of Representatives, where Adams was declared the winner over Crawford and Jackson, who in the election had led Adams in both popular vote and electoral vote. After Clay, the Speaker of the House was appointed Secretary of State by Adams, Jackson's supporters denounced what they considered a "corrupt bargain" between Adams and Clay to give Adams the presidency in exchange for Clay receiving the office of Secretary of State, the holder of which had traditionally become the next president. Calhoun also expressed some concerns, which caused friction between him and Adams. Calhoun also opposed President Adams' plan to send a delegation to observe a meeting of South and Central American leaders in Panama, believing that the United States should stay out of foreign affairs. Calhoun became disillusioned with Adams' high tariff policies and increased centralization of government through a network of "internal improvements", which he now saw as a threat to the rights of the states. Calhoun wrote to Jackson on June 4, 1826, informing him that he would support Jackson's second campaign for the presidency in 1828. The two were never particularly close friends. Calhoun never fully trusted Jackson, a frontiersman and popular war hero, but hoped that his election would bring some reprieve from Adams's anti-states' rights policies. Jackson selected Calhoun as his running mate, and together they defeated Adams and his running mate Richard Rush. Calhoun thus became the second of two vice presidents to serve under two different presidents. The only other man who accomplished this feat was George Clinton, who served as vice president from 1805 to 1812 under Thomas Jefferson and James Madison. During the election, Jackson's aide James Alexander Hamilton attempted a rapprochement between Jackson and Crawford, whom Jackson resented owing partially to the belief that it was he, not Calhoun, who had opposed the invasion of Florida. Hamilton spoke about this prospect with Governor John Forsyth of Georgia, who acted as a mediator between the Jackson campaign and Crawford. Forsyth wrote a letter back to Hamilton in which he claimed that Crawford had stated to him that it was Calhoun, not Crawford, who had supported censuring Jackson for his invasion of Florida. Knowing that the letter could destroy the partnership between Jackson and Calhoun, Hamilton and fellow Jackson aide William B. Lewis allowed it to remain in Hamilton's possession without informing Jackson or the public of its existence. ### Petticoat affair Early in Jackson's administration, Calhoun's wife Floride Bonneau Calhoun organized Cabinet wives (hence the term "petticoats") against Peggy Eaton, wife of Secretary of War John Eaton, and refused to associate with her. They alleged that John and Peggy Eaton had engaged in an adulterous affair while she was still legally married to her first husband, and that her recent behavior was unladylike. The allegations of scandal created an intolerable situation for Jackson. The Petticoat affair ended friendly relations between Calhoun and Jackson. Jackson sided with the Eatons. He and his late wife Rachel Donelson had undergone similar political attacks stemming from their marriage in 1791. The two had married in 1791 not knowing that Rachel's first husband, Lewis Robards, had failed to finalize the expected divorce. Once the divorce was finalized, they married legally in 1794, but the episode caused a major controversy, and was used against him in the 1828 campaign. Jackson saw attacks on Eaton stemming ultimately from the political opposition of Calhoun, who had failed to silence his wife's criticisms. The Calhouns were widely regarded as the chief instigators. Jackson, who loved to personalize disputes, also saw the Petticoat affair as a direct challenge to his authority, because it involved lower-ranking executive officials and their wives seeming to contest his ability to choose whomever he wanted for his cabinet. Secretary of State Martin Van Buren, a widower, took Jackson's side and defended the Eatons. Van Buren was a northerner and a supporter of the 1828 tariff (which Calhoun bitterly opposed). Calhoun and Van Buren were the main contenders for the vice-presidential nomination in the ensuing election, and the nominee would then presumably be the party's choice to succeed Jackson. That Van Buren sided with the Eatons, in addition to disagreements between Jackson and Calhoun on other issues, mainly the Nullification Crisis, marked him as Calhoun's likely vice presidential successor. Some historians, including Jackson biographers Richard B. Latner and Robert V. Remini, believe that the hostility towards the Eatons was rooted less in questions of proper behavior than in politics. Eaton had been in favor of the Tariff of Abominations. He was also politically close to Van Buren. Calhoun may have wanted to expel Eaton from the cabinet as a way of boosting his anti-tariff agenda and increasing his standing in the Democratic Party. Many cabinet members were Southern and could be expected to sympathize with such concerns, especially Treasury Secretary Samuel D. Ingham, who was allied with Calhoun and believed that he, not Van Buren, should succeed Jackson as president. In 1830, reports had emerged accurately stating that Calhoun, as Secretary of War, had favored censuring Jackson for his 1818 invasion of Florida. These infuriated Jackson. Eventually, Lewis decided to reveal the existence of Forsyth's letter, and on April 30, Crawford wrote a second letter, this time to Forsyth, repeating the charge Forsyth represented him as having previously made. Jackson received the letter on May 12, which confirmed his suspicions. He claimed that Calhoun had "betrayed" him. Eaton took his revenge on Calhoun. For reasons unclear, Calhoun asked Eaton to approach Jackson about the possibility of Calhoun publishing his correspondence with Jackson at the time of the Seminole War. Eaton did nothing, leading Calhoun to believe that Jackson had approved the publication of the letters. Calhoun published them in the United States Telegraph, a newspaper edited by a Calhoun protégé, Duff Green. This gave the appearance of Calhoun trying to justify himself against a conspiracy to damage him and further enraged the President. Finally in the spring of 1831, at the suggestion of Van Buren, who, like Jackson, supported the Eatons, Jackson replaced all but one of his Cabinet members, thereby limiting Calhoun's influence. Van Buren began the process by resigning as Secretary of State, facilitating Jackson's removal of others. Van Buren thereby grew in favor with Jackson, while the rift between the President and Calhoun was widened. Later, in 1832, Calhoun, as vice president, cast a tie-breaking vote against Jackson's nomination of Van Buren as Minister to Great Britain in a failed attempt to end Van Buren's political career. Missouri Senator Thomas Hart Benton, a staunch supporter of Jackson, then stated that Calhoun had "elected a Vice President", as Van Buren was able to move past his failed nomination as Minister to Great Britain and instead gain the Democratic Party's vice-presidential nomination in the 1832 election, in which he and Jackson were victorious. ### Nullification Calhoun had begun to oppose increases in protective tariffs, as they generally benefited Northerners more than Southerners. While he was vice president in the Adams administration, Jackson's supporters devised a high tariff legislation that placed duties on imports that were also made in New England. Calhoun had been assured that the northeastern interests would reject the Tariff of 1828, exposing pro-Adams New England congressmen to charges that they selfishly opposed legislation popular among Jacksonian Democrats in the west and mid-Atlantic States. The Southern legislators miscalculated and the so-called "Tariff of Abominations" passed and was signed into law by President Adams. Frustrated, Calhoun returned to his South Carolina plantation, where he anonymously composed South Carolina Exposition and Protest, an essay rejecting the centralization philosophy and supporting the principle of nullification as a means to prevent a tyranny of a central government. Calhoun supported the idea of nullification through a concurrent majority. Nullification is a legal theory that a state has the right to nullify, or invalidate, any federal law it deems unconstitutional. In Calhoun's words, it is "the right of a State to interpose, in the last resort, in order to arrest an unconstitutional act of the General Government, within its limits". Nullification can be traced back to arguments by Jefferson and Madison in writing the Kentucky and Virginia Resolutions of 1798 against the Alien and Sedition Acts. Madison expressed the hope that the states would declare the acts unconstitutional, while Jefferson explicitly endorsed nullification. Calhoun openly argued for a state's right to secede from the Union, as a last resort to protect its liberty and sovereignty. In his later years, Madison rebuked supporters of nullification, stating that no state had the right to nullify federal law. In "South Carolina Exposition and Protest", Calhoun argued that a state could veto any federal law that went beyond the enumerated powers and encroached upon the residual powers of the State. President Jackson, meanwhile, generally supported states' rights, but opposed nullification and secession. At the 1830 Jefferson Day dinner at Jesse Brown's Indian Queen Hotel, Jackson proposed a toast and proclaimed, "Our federal Union, it must be preserved." Calhoun replied, "The Union, next to our liberty, the most dear. May we all remember that it can only be preserved by respecting the rights of the states, and distributing equally the benefit and burden of the Union." Calhoun's publication of letters from the Seminole War in the Telegraph caused his relationship with Jackson to deteriorate further, thus contributing to the nullification crisis. Jackson and Calhoun began an angry correspondence that lasted until Jackson stopped it in July. Jackson supported a revision to tariff rates known as the Tariff of 1832. It was designed to placate the nullifiers by lowering tariff rates. Written by Treasury Secretary Louis McLane, the bill lowered duties from 45% to 27%. In May, Representative John Quincy Adams introduced a slightly revised version of the bill, which Jackson accepted. It passed Congress on July 9 and was signed by the president on July 14. The bill failed to satisfy extremists on either side. In October, the South Carolina legislature voted to call a convention to nullify the tariffs. On November 24, the South Carolina Nullification Convention passed an ordinance nullifying both the Tariff of 1832 and the Tariff of 1828 and threatening to secede if the federal government attempted to enforce the tariffs. In response, Jackson sent U.S. Navy warships to Charleston harbor, and threatened to hang Calhoun or any man who worked to support nullification or secession. After joining the Senate, Calhoun began to work with Clay on a new compromise tariff. A bill sponsored by the administration had been introduced by Representative Gulian C. Verplanck of New York, but it lowered rates more sharply than Clay and other protectionists desired. Clay managed to get Calhoun to agree to a bill with higher rates in exchange for Clay's opposition to Jackson's military threats and, perhaps, with the hope that he could win some Southern votes in his next bid for the presidency. On the same day, Congress passed the Force Bill, which empowered the President of the United States to use military force to ensure state compliance with federal law. South Carolina accepted the tariff, but in a final show of defiance, nullified the Force Bill. In Calhoun's speech against the Force Bill, delivered on February 5, 1833, no longer as vice president, he strongly endorsed nullification, at one point saying: > Why, then, confer on the President the extensive and unlimited powers provided in this bill? Why authorize him to use military force to arrest the civil process of the State? But one answer can be given: That, in a contest between the State and the General Government, if the resistance be limited on both sides to the civil process, the State, by its inherent sovereignty, standing upon its reserved powers, will prove too powerful in such a controversy, and must triumph over the Federal Government, sustained by its delegated and limited authority; and in this answer we have an acknowledgment of the truth of those great principles for which the State has so firmly and nobly contended. In his three-volume biography of Jackson, James Parton summed up Calhoun's role in the Nullification crisis: "Calhoun began it. Calhoun continued it. Calhoun stopped it." ### Resignation As tensions over nullification escalated, South Carolina Senator Robert Y. Hayne was considered less capable than Calhoun to represent South Carolina in the Senate debates, so in late 1832 Hayne resigned to become governor; Calhoun resigned as vice president, and the South Carolina legislature elected Calhoun to fill Hayne's Senate seat. Van Buren had already been elected as Jackson's new vice president, meaning that Calhoun had less than three months left on his term anyway. The South Carolina newspaper City Gazette commented on the change: > It is admitted that the former gentleman [Hayne] is injudiciously pitted against Clay and Webster and, nullification out of the question, Mr. Calhoun's place should be in front with these formidable politicians. Biographer John Niven argues "that these moves were part of a well-thought-out plan whereby Hayne would restrain the hotheads in the state legislature and Calhoun would defend his brainchild, nullification, in Washington against administration stalwarts and the likes of Daniel Webster, the new apostle of northern nationalism." Calhoun was the only vice president to resign, until Spiro Agnew in 1973, 141 years later. As vice president, Calhoun made a record of 31 tie-breaking votes in the Senate, the most of any vice president in their capacity as Senate president. Calhoun holds this record alongside the current vice president Kamala Harris. ## First term in the U.S. Senate When Calhoun took his seat in the Senate on December 29, 1832, his chances of becoming president were considered poor due to his involvement in the Nullification Crisis, which left him without connections to a major national party. After the implementation of the Compromise Tariff of 1833, which helped solve the Nullification Crisis, the Nullifier Party, along with other anti-Jackson politicians, formed a coalition known as the Whig Party. Calhoun sometimes affiliated with the Whigs, but chose to remain a virtual independent due to the Whig promotion of federally subsidized "internal improvements". From 1833 to 1834, Jackson was engaged in removing federal funds from the Second Bank of the United States during the Bank War. Calhoun opposed this action, considering it a dangerous expansion of executive power. He called the men of the Jackson administration "artful, cunning, and corrupt politicians, and not fearless warriors". He accused Jackson of being ignorant about financial matters. As evidence, he cited the economic panic caused by Nicholas Biddle as a means to stop Jackson from destroying the Bank. On March 28, 1834, Calhoun voted with the Whig senators on a successful motion to censure Jackson for his removal of the funds. In 1837, he refused to attend the inauguration of Jackson's chosen successor, Van Buren, even as other powerful senators who opposed the administration, such as Webster and Clay, did witness the inauguration. However, by 1837, Calhoun generally had realigned himself with most of the Democrats' policies. To restore his national stature, Calhoun cooperated with Van Buren. Democrats were hostile to national banks, and the country's bankers had joined the Whig Party. The Democratic replacement, meant to help combat the Panic of 1837, was the Independent Treasury system, which Calhoun supported and which went into effect. Calhoun, like Jackson and Van Buren, attacked finance capitalism and opposed what he saw as encroachment by government and big business. For this reason, he opposed the candidacy of Whig William Henry Harrison in the 1840 presidential election, believing that Harrison would institute high tariffs and therefore place an undue burden on the Southern economy. Calhoun resigned from the Senate on March 3, 1843, four years before the expiration of his term, and returned to Fort Hill to prepare an attempt to win the Democratic nomination for the 1844 presidential election. He gained little support, even from the South, and quit. ## Secretary of State ### Appointment and the Annexation of Texas When Harrison died in 1841 after a month in office, Vice President John Tyler succeeded him. Tyler, a former Democrat, was expelled from the Whig Party after vetoing bills passed by the Whig congressional majority to reestablish a national bank and raise tariffs. He named Calhoun Secretary of State on April 10, 1844, following the death of Abel P. Upshur, one of six people killed when a cannon exploded during a public demonstration in the USS Princeton disaster. Upshur's loss was a severe blow to the Tyler administration. When Calhoun was nominated as Upshur's replacement, the White House was well-advanced towards securing a treaty of annexation with Texas. The State Department's secret negotiations with the Texas republic had proceeded despite explicit threats from a suspicious Mexican government that an unauthorized seizure of its northern district of Coahuila y Tejas would be equivalent to an act of war. Both the negotiations with Texas envoys and the garnering of support from the U.S. Senate had been spearheaded aggressively by Secretary Upshur, a strong pro-slavery partisan. Tyler looked to its ratification by the Senate as the sine qua non to his ambition for another term in office. Tyler planned to outflank the Whigs by gaining support from the Democratic Party or possibly creating a new party of [discontented] Northern Democrats and Southern Whigs. Calhoun, though as avid a proponent for Texas acquisition as Upshur, posed a political liability to Tyler's aims. As secretary of state, Calhoun's political objective was to see that the presidency was placed in the hands of a southern extremist, who would put the expansion of slavery at the center of national policy. Tyler and his allies had, since 1843, devised and encouraged national propaganda promoting Texas annexation, which understated Southern slaveholders' aspirations regarding the future of Texas. Instead, Tyler chose to portray the annexation of Texas as something that would prove economically beneficial to the nation as a whole. The further introduction of slavery into the vast expanses of Texas and beyond, they argued, would "diffuse" rather than concentrate slavery regionally, ultimately weakening white attachment and dependence on slave labor. This theory was yoked to the growing enthusiasm among Americans for Manifest Destiny, a desire to see the social, economic and moral precepts of republicanism spread across the continent. Moreover, Tyler declared that national security was at stake: If foreign powers—Great Britain in particular—were to gain influence in Texas, it would be reduced to a British cotton-producing reserve and a base to exert geostrategic influence over North America. Texas might be coerced into relinquishing slavery, inducing slave uprisings in adjoining slave states and deepening sectional conflicts between American free-soil and slave-soil interests. The appointment of Calhoun, with his southern states' rights reputation—which some believed was "synonymous with slavery"—threatened to cast doubt on Tyler's carefully crafted reputation as a nationalist. Tyler, though ambivalent, felt obliged to enlist Calhoun as Secretary of State, because Tyler's closest confidantes had, in haste, offered the position to the South Carolinian statesman in the immediate aftermath of the Princeton disaster. Calhoun would be confirmed by Congress by unanimous vote. In advance of Calhoun's arrival in Washington, D.C., Tyler attempted to quickly finalize the treaty negotiations. Sam Houston, President of the Texas Republic, fearing Mexican retaliation, insisted on a tangible demonstration of U.S. commitments to the security of Texas. When key Texas diplomats failed to appear on schedule, the delay compelled Tyler to bring his new Secretary of State directly into negotiations. Secretary Calhoun was directed to honor former Secretary Upshur's verbal assurances of protection now offered by Calhoun in writing, to provide for U.S. military intervention in the event that Mexico used force to hold Texas. Tyler deployed U.S. Navy vessels to the Gulf of Mexico and ordered army units mobilized, entirely paid for with \$100,000 of executive branch contingency funds. The move side-stepped constitutional requirements that Congress authorize appropriations for war. On April 22, 1844, Secretary Calhoun signed the treaty of annexation and ten days later delivered it to the Senate for consideration in secret session. The details of the treaty negotiations and supporting documents were leaked to the press by Senator Benjamin Tappan of Ohio. Tappan, a Democrat, was an opponent of annexation and of slavery. The terms of the Tyler–Texas treaty and the release of Calhoun's letter to British ambassador Richard Pakenham exposed the annexation campaign as a program to expand and preserve slavery. In the Pakenham letter, Calhoun alleged that the institution of slavery contributed to the physical and mental well-being of Southern slaves. The U.S. Senate was compelled to open its debates on ratification to public scrutiny, and hopes for its passage by the two-thirds majority required by the Constitution were abandoned by administration supporters. In linking Texas annexation to the expansion of slavery, Calhoun had alienated many who might previously have supported the treaty. On June 8, 1844, after fierce partisan struggles, the Senate rejected the Tyler–Texas treaty by a vote of 16–35, a margin of more than two-to-one. The vote went largely along party lines: Whigs had opposed it almost unanimously (1–27), while Democrats split, but voted largely in favor (15–8). Nevertheless, the disclosure of the treaty placed the issue of Texas annexation at the center of the 1844 general election. ### Election of 1844 At the Democratic Convention in Baltimore, Maryland in May 1844, Calhoun's supporters, with Calhoun in attendance, threatened to bolt the proceedings and shift support to Tyler's third party ticket if the delegates failed to produce a pro-Texas nominee. Calhoun's Pakenham letter, and its identification with proslavery extremism, moved the presumptive Democratic Party nominee, the northerner Martin Van Buren, into denouncing annexation. Therefore, Van Buren, already not widely popular in the South, saw his support from that region crippled. As a result, James K. Polk, a pro-Texas Jacksonian and Tennessee politician, won the nomination. Historian Daniel Walker Howe says that Calhoun's Pakenham letter was a deliberate attempt to influence the outcome of the 1844 election, writing: > By identifying Texas with slavery, Calhoun made sure that Van Buren, being a northerner, would have to oppose Texas. This, Calhoun correctly foresaw, would hurt the New Yorker's chances for the Democratic nomination. Nor did the Carolinian's ingenious strategy ultimately wreck the cause for Texas annexation. Indeed, in that respect it would turn out a brilliant success. In the general election, Calhoun offered his endorsement to Polk on condition that he support the annexation of Texas, oppose the Tariff of 1842, and dissolve the Washington Globe, the semi-official propaganda organ of the Democratic Party headed by Francis Preston Blair. He received these assurances and enthusiastically supported Polk's candidacy. Polk narrowly defeated Henry Clay, who opposed annexation. Lame-duck President Tyler organized a joint House–Senate vote on the Texas treaty which passed, requiring only a simple majority. He signed a bill of annexation on March 1, With President Polk's support, the Texas annexation treaty was approved by the Texas Republic in 1845. A bill to admit Texas as the 28th state of the Union was signed by Polk on December 29, 1845. ## Second term in the Senate ### Mexican–American War and Wilmot Proviso Calhoun was re-elected to the Senate in 1845 following the resignation of Daniel Elliott Huger. He soon became vocally opposed to the Mexican–American War. He believed that it would distort the national character by undermining republicanism in favor of empire and by bringing non-white persons into the country. When Congress declared war against Mexico on May 13, he abstained from voting on the measure. Calhoun also vigorously opposed the Wilmot Proviso, an 1846 proposal by Pennsylvania Representative David Wilmot to ban slavery in all newly acquired territories. The House of Representatives, through its Northern majority, passed the provision several times. However, the Senate, where non-slave and slave states had more equal representation, never approved the measure. ### Oregon boundary dispute A major crisis emerged from the persistent Oregon boundary dispute between Great Britain and the United States, due to an increasing number of American migrants. The territory included most of present-day British Columbia, Washington, Oregon, and Idaho. American expansionists used the slogan "54–40 or fight" in reference to the Northern boundary coordinates of the Oregon territory. The parties compromised, ending the war threat, by splitting the area down the middle at the 49th parallel, with the British acquiring British Columbia and the Americans accepting Washington and Oregon. Calhoun, along with President Polk and Secretary of State James Buchanan, continued work on the treaty while he was a senator, and it was ratified by a vote of 41–14 on June 18, 1846. ### Rejection of the Compromise of 1850 The Compromise of 1850, devised by Clay and Stephen A. Douglas, a first-term Democratic senator from Illinois, was designed to solve the controversy over the status of slavery in the vast new territories acquired from Mexico. Many pro-slavery Southerners opposed it as inadequate protection for slavery, and Calhoun helped organize the Nashville Convention, which would meet in June to discuss possible Southern secession. The 67-year-old Calhoun had suffered periodic bouts of tuberculosis throughout his life. In March 1850, the disease reached a critical stage. Weeks from death and too feeble to speak, Calhoun wrote a blistering attack on the Compromise that would become his most famous speech. On March 4 a friend and disciple, Senator James Mason of Virginia, read his remarks. Calhoun affirmed the right of the South to leave the Union in response to what he called Northern subjugation, specifically the North's growing opposition to the South's "peculiar institution" of slavery. He warned that the day "the balance between the two sections" was destroyed would be a day not far removed from disunion, anarchy, and civil war. Calhoun queried how the Union might be preserved in light of subjugation of the "weaker" party—the pro-slavery South—by the "stronger" party, the anti-slavery North. He maintained that the responsibility of solving the question lay entirely on the North—as the stronger section, to allow the Southern minority an equal share in governance and to cease its anti-slavery agitation. He added: > If you who represent the stronger portion, cannot agree to settle them on the broad principle of justice and duty, say so; and let the States we both represent agree to separate and part in peace. If you are unwilling we should part in peace, tell us so; and we shall know what to do, when you reduce the question to submission or resistance. Calhoun died soon afterward, and although the Compromise measures did eventually pass, Calhoun's ideas about states' rights attracted increasing attention across the South. Historian William Barney argues that Calhoun's ideas proved "appealing to Southerners concerned with preserving slavery. ...Southern radicals known as 'Fire-Eaters' pushed the doctrine of states' rights to its logical extreme by upholding the constitutional right of the state to secede". ## Death and burial Calhoun died at the Old Brick Capitol boarding house in Washington, D.C., on March 31, 1850, of tuberculosis, at the age of 68. The last words attributed to him were "The South, the poor South!" He was interred at St. Philip's Churchyard in Charleston, South Carolina. During the Civil War, a group of Calhoun's friends were concerned about the possible desecration of his grave by Federal troops and, during the night, removed his coffin to a hiding place under the stairs of the church. The next night, his coffin was buried in an unmarked grave near the church, where it remained until 1871 when it was again exhumed and returned to its original place. After Calhoun had died, an associate suggested that Senator Thomas Hart Benton give a eulogy in honor of Calhoun on the floor of the Senate. Benton, a devoted Unionist, declined, saying: "He is not dead, sir—he is not dead. There may be no vitality in his body, but there is in his doctrines." The Clemson University campus in South Carolina occupies the site of Calhoun's Fort Hill plantation, which he bequeathed to his wife and daughter. They sold it and its 50 slaves to a relative. When that owner died, Thomas Green Clemson foreclosed the mortgage. He later bequeathed the property to the state for use as an agricultural college to be named after him. Calhoun's widow, Floride, died on July 25, 1866, and was buried in St. Paul's Episcopal Church Cemetery in Pendleton, South Carolina, near their children, but apart from her husband. ## Political philosophy ### Agrarian republicanism Historian Lee H. Cheek, Jr., distinguishes between two strands of American republicanism: the puritan tradition, based in New England, and the agrarian or South Atlantic tradition, which Cheek argues was espoused by Calhoun. While the New England tradition stressed a politically centralized enforcement of moral and religious norms to secure civic virtue, the South Atlantic tradition relied on a decentralized moral and religious order based on the idea of subsidiarity (or localism). Cheek maintains that the "Kentucky and Virginia Resolutions" (1798), written by Jefferson and Madison, were the cornerstone of Calhoun's republicanism. Calhoun emphasized the primacy of subsidiarity—holding that popular rule is best expressed in local communities that are nearly autonomous while serving as units of a larger society. ### Slavery Calhoun led the pro-slavery faction in the Senate, opposing both total abolitionism and attempts such as the Wilmot Proviso to limit the expansion of slavery into the western territories. Calhoun's father, Patrick Calhoun, helped shape his son's political views. He was a staunch supporter of slavery who taught his son that social standing depended not merely on a commitment to the ideal of popular self-government but also on the ownership of a substantial number of slaves. Flourishing in a world in which slaveholding was a hallmark of civilization, Calhoun saw little reason to question its morality as an adult. He further believed that slavery instilled in the remaining whites a code of honor that blunted the disruptive potential of private gain and fostered the civic-mindedness that lay near the core of the republican creed. From such a standpoint, the expansion of slavery decreased the likelihood for social conflict and postponed the declension when money would become the only measure of self-worth, as had happened in New England. Calhoun was thus firmly convinced that slavery was the key to the success of the American dream. Whereas other Southern politicians had excused slavery as a "necessary evil", in a famous speech on the Senate floor on February 6, 1837, Calhoun asserted that slavery was a "positive good". He rooted this claim on three grounds: white supremacy, paternalism and capitalism. All societies, Calhoun claimed, are ruled by an elite group that enjoys the fruits of the labor of a less-exceptional group. Senator William Cabell Rives of Virginia earlier had referred to slavery as an evil that might become a "lesser evil" in some circumstances. Calhoun believed that conceded too much to the abolitionists: > I take higher ground. I hold that in the present state of civilization, where two races of different origin, and distinguished by color, and other physical differences, as well as intellectual, are brought together, the relation now existing in the slaveholding States between the two, is, instead of an evil, a good—a positive good ... I may say with truth, that in few countries so much is left to the share of the laborer, and so little exacted from him, or where there is more kind attention paid to him in sickness or infirmities of age. Compare his condition with the tenants of the poor houses in the more civilized portions of Europe—look at the sick, and the old and infirm slave, on one hand, in the midst of his family and friends, under the kind superintending care of his master and mistress, and compare it with the forlorn and wretched condition of the pauper in the poorhouse ... I hold then, that there never has yet existed a wealthy and civilized society in which one portion of the community did not, in point of fact, live on the labor of the other. Calhoun's treatment of his own slaves includes an incident in 1831, when his slave Alick ran away when threatened with a severe whipping. Calhoun wrote to his second cousin and brother-in-law, asking him to keep a lookout for Alick, and if he was taken, to have him "severely whipped" and sent back. When Alick was captured, Calhoun wrote to the captor: > I am glad to hear that Alick has been apprehended and am much obliged to you for paying the expense of apprehending him . . . . He ran away for no other cause, but to avoid a correction for some misconduct, and as I am desirous to prevent a repetition, I wish you to have him lodged in Jail for one week, to be fed on bread and water and to employ some one for me to give him 30 lashes well laid on, at the end of the time. I hope you will pardon the trouble. I only give it, because I deem it necessary to our proper security to prevent the formation of the habit of running away, and I think it better to punish him before his return home than afterwards. Calhoun rejected the belief of Southern leaders such as Henry Clay that all Americans could agree on the "opinion and feeling" that slavery was wrong, although they might disagree on the most practicable way to respond to that great wrong. Calhoun's constitutional ideas acted as a viable conservative alternative to Northern appeals to democracy, majority rule, and natural rights. As well as providing the intellectual justification of slavery, Calhoun played a central role in devising the South's overall political strategy. According to Phillips: > Organization and strategy were widely demanded in Southern defense, and Calhoun came to be regarded as the main source of plans, arguments, and inspiration. His devices were manifold: to suppress agitation, to praise the slaveholding system; to promote white Southern prosperity and expansion; to procure a Western alliance; to frame a fresh plan of government by concurrent majorities; to form a Southern bloc; to warn the North of the dangers of Southern desperation; to appeal for Northern magnanimity as indispensable for the saving of the Union. Shortly after delivering his speech against the Compromise of 1850, Calhoun predicted the destruction of the Union over the slavery issue. Speaking to Senator Mason, he said: > I fix its probable occurrence within twelve years or three presidential terms. You and others of your age will probably live to see it; I shall not. The mode by which it will be done is not so clear; it may be brought about in a manner that no one now foresees. But the probability is, it will explode in a presidential election. ### Opposition to the War with Mexico Calhoun was consistently opposed to the War with Mexico, arguing that an enlarged military effort would only feed the alarming and growing lust of the public for empire regardless of its constitutional dangers, bloat executive powers and patronage, and saddle the republic with a soaring debt that would disrupt finances and encourage speculation. Calhoun feared, moreover, that Southern slave owners would be shut out of any conquered Mexican territories, as nearly happened with the Wilmot Proviso. He argued that the war would detrimentally lead to the annexation of all of Mexico, which would bring Mexicans into the country, whom he considered deficient in moral and intellectual terms. He said, in a speech on January 4, 1848: > We make a great mistake, sir, when we suppose that all people are capable of self-government. We are anxious to force free government on all; and I see that it has been urged in a very respectable quarter, that it is the mission of this country to spread civil and religious liberty over all the world, and especially over this continent. It is a great mistake. None but people advanced to a very high state of moral and intellectual improvement are capable, in a civilized state, of maintaining free government; and amongst those who are so purified, very few, indeed, have had the good fortune of forming a constitution capable of endurance. Anti-slavery Northerners denounced the war as a Southern conspiracy to expand slavery; Calhoun in turn perceived a connivance of Yankees to destroy the South. By 1847 he decided the Union was threatened by a totally corrupt party system. He believed that in their lust for office, patronage and spoils, politicians in the North pandered to the anti-slavery vote, especially during presidential campaigns, and politicians in the slave states sacrificed Southern rights in an effort to placate the Northern wings of their parties. Thus, the essential first step in any successful assertion of Southern rights had to be the jettisoning of all party ties. In 1848–49, Calhoun tried to give substance to his call for Southern unity. He was the driving force behind the drafting and publication of the "Address of the Southern Delegates in Congress, to Their Constituents". It alleged Northern violations of the constitutional rights of the South, then warned Southern voters to expect forced emancipation of slaves in the near future, followed by their complete subjugation by an unholy alliance of unprincipled Northerners and blacks. Whites would flee and the South would "become the permanent abode of disorder, anarchy, poverty, misery, and wretchedness". Only the immediate and unflinching unity of Southern whites could prevent such a disaster. Such unity would either bring the North to its senses or lay the foundation for an independent South. But the spirit of union was still strong in the region and fewer than 40% of the Southern congressmen signed the address, and only one Whig. Many Southerners believed his warnings and read every political news story from the North as further evidence of the planned destruction of the white southern way of life. The climax came a decade after Calhoun's death with the election of Republican Abraham Lincoln in 1860, which led to the secession of South Carolina, followed by six other Southern states. They formed the new Confederate States, which, in accordance with Calhoun's theory, did not have any organized political parties. ### Concurrent majority Calhoun's basic concern for protecting the diversity of minority interests is expressed in his chief contribution to political science—the idea of a concurrent majority across different groups as distinguished from a numerical majority. A concurrent majority is a system in which a minority group is permitted to exercise a sort of veto power over actions of a majority that are believed to infringe upon the minority's rights. According to the principle of a numerical majority, the will of the more numerous citizens should always rule, regardless of the burdens on the minority. Such a principle tends toward a consolidation of power in which the interests of the absolute majority always prevail over those of the minority. Calhoun believed that the great achievement of the American constitution was in checking the tyranny of a numerical majority through institutional procedures that required a concurrent majority, such that each important interest in the community must consent to the actions of government. To secure a concurrent majority, those interests that have a numerical majority must compromise with the interests that are in the minority. A concurrent majority requires a unanimous consent of all the major interests in a community, which is the only sure way of preventing tyranny of the majority. This idea supported Calhoun's doctrine of interposition or nullification, in which the state governments could refuse to enforce or comply with a policy of the Federal government that threatened the vital interests of the states. Historian Richard Hofstadter (1948) emphasizes that Calhoun's conception of minority was very different from the minorities of a century later: > Not in the slightest was [Calhoun] concerned with minority rights as they are chiefly of interest to the modern liberal mind—the rights of dissenters to express unorthodox opinions, of the individual conscience against the State, least of all of ethnic minorities. At bottom he was not interested in any minority that was not a propertied minority. The concurrent majority itself was a device without relevance to the protection of dissent, designed to protect a vested interest of considerable power ... it was minority privileges rather than [minority] rights that he really proposed to protect. Unlike Jefferson, Calhoun rejected attempts at economic, social, or political leveling, claiming that true equality could not be achieved if all classes were given equal rights and responsibilities. Rather, to ensure true prosperity, it was necessary for a stronger group to provide protection and care for the weaker one. This meant that the two groups should not be equal before the law. For Calhoun, "protection" (order) was more important than freedom. Individual rights were something to be earned, not something bestowed by nature or God. Calhoun was concerned with protecting the interests of the Southern States (which he identified with the interests of their slaveholding elites) as a distinct and beleaguered minority among the members of the federal Union; his idea of a concurrent majority as a protection for minority rights has gained some acceptance in American political thought. Political scientist Malcolm Jewell argues, "The decision-making process in this country resembles John Calhoun's 'concurrent majority': A large number of groups both within and outside the government must, in practice, approve any major policy." Calhoun's ideas on the concurrent majority are illustrated in A Disquisition on Government. The Disquisition is a 100-page essay on Calhoun's definitive and comprehensive ideas on government, which he worked on intermittently for six years until its 1849 completion. It systematically presents his arguments that a numerical majority in any government will typically impose a despotism over a minority unless some way is devised to secure the assent of all classes, sections, and interests and, similarly, that innate human depravity would debase government in a democracy. ### State sovereignty and the "Calhoun Doctrine" In the 1840s three interpretations of the constitutional powers of Congress to deal with slavery in territories emerged: the "free-soil doctrine," the "popular sovereignty position," and the "Calhoun doctrine". The Free Soilers stated that Congress had the power to outlaw slavery in the territories. The popular sovereignty position argued that the voters living there should decide. The Calhoun doctrine said that neither Congress nor the citizens of the territories could outlaw slavery in the territories. In what historian Robert R. Russell calls the "Calhoun Doctrine", Calhoun argued that the Federal Government's role in the territories was only that of the trustee or agent of the several sovereign states: it was obliged not to discriminate among the states and hence was incapable of forbidding the bringing into any territory of anything that was legal property in any state. Calhoun argued that citizens from every state had the right to take their property to any territory. Congress and local voters, he asserted, had no authority to place restrictions on slavery in the territories. In a February 1847 speech before the Senate, Calhoun declared that "the enactment of any law which should directly, or by its effects, deprive the citizens of any of the States of this Union from emigrating, with their property, in to any of the territories of the United States, will make such discrimination and would therefore be a violation of the Constitution". Enslavers therefore had a fundamental right to take their property wherever they wished. As constitutional historian Hermann von Holst noted, "Calhoun's doctrine made it a solemn constitutional duty of the United States government and of the American people to act as if the existence or non-existence of slavery in the Territories did not concern them in the least." The Calhoun Doctrine was opposed by the Free Soil forces, which merged into the new Republican Party around 1854. Chief Justice Roger B. Taney used Calhoun's arguments in his decision in the 1857 Supreme Court case Dred Scott v. Sandford, in which he ruled that the federal government could not prohibit slavery in any of the territories. ## Legacy ### Monuments and memorials Many different places, streets, and schools were named after Calhoun, as may be seen on the list linked above. Some, such as Springfield, Illinois (1832) and Jackson County, Kansas (1859), were subsequently renamed. The "Immortal Trio" (Calhoun, Daniel Webster, and Henry Clay) were memorialized with streets in Uptown New Orleans. In June 2020, Clemson University removed John C. Calhoun's name from Clemson University Calhoun Honors College, renaming it to Clemson University Honors College. This action was taken in response to a petition which was supported by NFL stars DeAndre Hopkins and Deshaun Watson who are Clemson University alumni. Against the backdrop of the George Floyd protests, University chairman Smyth McKissick said that "we must recognize there are central figures in Clemson's history whose ideals, beliefs and actions do not represent the university's core values of respect and diversity". The Confederate government honored Calhoun on a 1¢ postage stamp, which was printed in 1862 but was never officially released. In 1887, at the height of the Jim Crow era, white segregationists erected a monument to Calhoun in Marion Square in Charleston, South Carolina; the base was within easy reach and the local black population defaced it. Finally, it was replaced in 1896 standing atop a column base at a total of 115 feet as well as fenced in to deter attackers. It continued as a target of vandalism regardless. The statue has been a topic of debate for a long time. In 2017, Charleston's city council deferred a proposal to put a plaque on the statue that would have stated his white-supremacist views. It was No. 5 on the Make It Right Project's 2018 list of the 10 Confederate monuments it most wanted removed. The Make It Right Project organized a protest at the monument on May 16, 2019. The monument was removed on June 24, 2020 following a unanimous vote by the Charleston City Council to relocate the monument. The removal of this monument was featured on the 5th episode in the 7th season of Southern Charm. In 1910, the state of South Carolina gave a statue of John C. Calhoun to the National Statuary Hall Collection. The USS John C. Calhoun, in commission from 1963 to 1994, was a Fleet Ballistic Missile nuclear submarine. In 1817, surveyors sent by Secretary of War Calhoun to map the area around Fort Snelling named the largest lake in what became Minneapolis, Minnesota, for him. Two centuries later, the city of Minneapolis renamed the lake with the Dakota language name Bde Maka Ska, meaning "White Earth Lake" or "White Banks Lake". The Calhoun-Isles Community Band in the Uptown district of Minneapolis changed its name to City of Lakes Community Band in November 2018, to distance itself from Calhoun's pro-slavery legacy, following the renaming of the lake. Calhoun Square and Calhoun Beach Club, both in Minneapolis, announced name changes, and the road around the lake was renamed Bde Maka Ska Parkway. In 2022, the city councilors of Savannah, Georgia, voted unanimously to remove his name from Calhoun Square. ### Film and television Calhoun was portrayed by actor Arliss Howard in the 1997 film Amistad. The film depicts the controversy and legal battle surrounding the status of slaves who in 1839 rebelled against their transporters on the La Amistad slave ship. ### Historical reputation Calhoun was despised by Jackson and his supporters for his alleged attempts to subvert the unity of the nation for his own political gain. On his deathbed, Jackson regretted that he had not had Calhoun executed for treason. "My country," he declared, "would have sustained me in the act, and his fate would have been a warning to traitors in all time to come." Even after his death, Calhoun's reputation among Jacksonians remained poor. They disparaged him by portraying him as a man thirsty for power, who when he failed to attain it, sought to tear down his country with him. According to Parton, writing in 1860: > The old Jackson men of the inner set still speak of Mr. Calhoun in terms which show that they consider him at once the most wicked and the most despicable of American statesmen. He was a coward, conspirator, hypocrite, traitor, and fool, say they. He strove, schemed, dreamed, lived only for the presidency; and when he despaired of reaching that office through honorable means, he sought to rise upon the ruins of his country-thinking it better to reign in South Carolina than to serve in the United States. General Jackson lived and died in this opinion. Writing more than thirty years after Calhoun's death, James G. Blaine portrayed him as a mix of personal integrity and wrongheaded ideology: > Deplorable as was the end to which his teachings led, he could not have acquired the influence he wielded over millions of men unless he had been gifted with acute intellect, distinguished by moral excellence, and inspired by the sincerest belief in the righteousness of his cause. History will adjudge him to have been single-hearted and honest in his political creed. It will equally adjudge him to have been wrong in his theory of the Federal Government, and dead to the awakened sentiment of Christendom in his views concerning the enslavement of man. Calhoun is often remembered for his defense of minority rights, in the context of defending white Southern interests from perceived Northern threats, by use of the "concurrent majority". He is also noted and criticized for his strong defense of slavery. These positions played an enormous role in influencing Southern secessionist leaders by strengthening the trend of sectionalism, thus contributing to the Civil War. Biographer Irving Bartlett wrote: > Posterity decided against Calhoun's argument for the indefinite protection of slavery more than 130 years ago. What he had to say about the need in popular governments like our own to protect the rights of minorities, about the importance of choosing leaders with character, talent, and the willingness to speak hard truths to the people, and about the enduring need, in a vast and various country like our own, for the people themselves to develop and sustain both the civic culture and the institutional structures which contribute to their lasting interest is as fresh and significant today as it was in 1850. Calhoun has been held in regard by some Lost Cause of the Confederacy historians, who hold a romanticized view of the antebellum Southern way of life and its cause during the Civil War. Historians such as Charles M. Wiltse and Margaret Coit have, in their writings, portrayed Calhoun as a sympathetic or heroic figure. John Niven paints a portrait of Calhoun that is both sympathetic and tragic. He says that Calhoun's ambition and personal desires "were often thwarted by lesser men than he". Niven identifies Calhoun as a "driven man and a tragic figure". He argues that Calhoun was motivated by the near-disaster of the War of 1812, of which he was a "thoughtless advocate," to work towards fighting for the freedoms and securities of the white Southern people against any kind of threat. Ultimately, Niven says, he "... would overcompensate and in the end would more than any other individual destroy the culture he sought to preserve, perpetuating for several generations the very insecurity that had shaped his public career". In 1957, a five-member "special" committee, led by Senator John F. Kennedy, selected Calhoun as one of the five senators to enter the newly created senatorial pantheon "hall of fame". This "hall of fame" was established to fill five vacant portrait spaces in the Senate Reception Room. Recently, Calhoun's reputation has suffered particularly due to his defense of slavery. The racially motivated Charleston church shooting in South Carolina in June 2015 reinvigorated demands for the removal of monuments dedicated to prominent pro-slavery and Confederate States figures. That month, the monument to Calhoun in Charleston was found vandalized, with spray-painted denunciations of Calhoun as a racist and a defender of slavery. Later, in 2020, during the George Floyd protests in South Carolina, the monument was vandalized with signs and spray paint, with calls from the public demanding its removal, causing the city of Charleston to erect a chain-link fence around the statue to prevent the public from accessing it, before announcing on June 23, 2020, that the statue would be removed. In response to decades of requests, Yale President Peter Salovey announced in 2017 that the university's Calhoun College would be renamed to honor Grace Murray Hopper, a pioneering computer programmer, mathematician and Navy rear admiral who graduated from Yale. Calhoun is commemorated elsewhere on the campus, including the exterior of Harkness Tower, a prominent campus landmark, as one of Yale's "Eight Worthies". ## See also - List of places named for John C. Calhoun - List of United States Congress members who died in office (1790–1899)
41,571,619
Drama dari Krakatau
1,150,167,257
1929 Malay novel by Kwee Tek Hoay
[ "1929 novels", "Chinese Malay literature", "Krakatoa", "Malay-language novels", "Novels by Kwee Tek Hoay", "Novels first published in serial form" ]
Drama dari Krakatau (; Drama of Krakatoa) is a 1929 vernacular Malay novel written by Kwee Tek Hoay. Inspired by Edward Bulwer-Lytton's 1834 novel The Last Days of Pompeii and the 1883 eruption of Krakatoa, the sixteen-chapter book centres on two families in 1920s Batam that are unknowingly tied together by siblings who were separated in 1883. The brother becomes a political figure, while the sister marries a Baduy priest-king. Ultimately, these families are reunited by the wedding of their children, after which the priest sacrifices himself to calm a stirring Krakatoa. First published as a serial in Kwee's magazine Panorama between 7 April and 22 December 1928, Drama dari Krakatau was written over a period of two months after the author was asked to prepare a "sensational" story for a film. Before the final instalment had been published, the novel had already been adapted for the stage. Although Kwee was known as a realist and researched the volcano before writing, Drama dari Krakatau is replete with mysticism. Thematic analyses have focused on the depiction of indigenous cultures by Kwee (himself ethnic Chinese), as well as geography and nationalism. As with other works of Chinese Malay literature, the book is not considered part of the Indonesian literary canon. ## Plot In 1883, Krakatoa begins stirring for the first time in 200 years. In the nearby village of Waringin, Sadidjah confides in her husband, village head Tjakra Amidjaja, that she has had a bad dream about the volcano; she fears that it will be their death. Tjakra Amidjaja consoles her, and tells her that they will leave the village in two days. In the meantime, the volcano grows increasingly violent and Tjakra Amidjaja and Sadidjah stay behind to manage the evacuation. They send their children, Hasan and Soerijati, to stay with family in Rangkas Gombong. Krakatoa erupts several hours later. The village is wiped out in the resulting tsunami, and Soerijati is lost after she falls out of the carriage she is in; Hasan, however, arrives safely in Rangkas Gombong. Forty-four years pass. Moelia, the son of the Regent of Rangkas Gombong and Assistant Wedana of Sindanglaut, hears of a Baduy priest, Noesa Brama, who is curing the sick and injured. Moelia travels to Mount Ciwalirang to interview him, and finds Noesa Brama an intelligent and well-spoken man. Over lunch Moelia falls in love with the priest's daughter, Retna Sari. He learns that she must marry a man of equal standing to her father, one who is "no less than the Sultan of Yogyakarta or the Sunan of Solo". Upon returning home, Moelia realises that Noesa Brama must be the last male descendant of the Hindu kings of Pajajaran, and that both Retna Sari and her mother bear a striking resemblance to his own grandmother. Several days later, he returned to the mountain and overhears a group of men from Palembang planning to kidnap Retna Sari. He chases them away, then briefly visits Noesa Brama before returning home. Though he attempts to forget Retna Sari, he is unable to do so. The following week, the men from Palembang lie to the police, leading to Noesa Brama's arrest for planning a rebellion; the men then persuade Retna Sari and her mother to follow them to Sumatra. Learning of this, Moelia arranges for Noesa Brama's release. The priest returns home to find that his wife and daughter have gone – seemingly willingly – with the men from Palembang, while Moelia takes a steamboat and chases the kidnappers. Before he can stop them, Krakatoa erupts again, overturning the fleeing ship. Moelia barely has enough time to rescue the women before the mountain erupts a second time, killing the fugitives. Moelia informs his father, revealed to be Hasan, of the eruptions, and the older man comes to his son's home. There he meets Retna Sari and her mother. They discover that Retna Sari's mother is Soerijati, explaining the familial resemblance. She reveals that she had been found and raised by Noesa Brama's father; she also tells of a statue of Vishnu in a cave atop Mount Ciwalirang with the inscription "At the time when I am damaged, the land and all your descendants will be destroyed, cursed by Rakata's anger", damage to which the priests believe caused the Krakatoa eruption. Unknown to them, Noesa Brama – enraged at the thought of his daughter marrying a commoner – has deliberately destroyed this statue by throwing it down a well, causing the eruption which stopped the fugitives. Moelia and his family depart for Ciwalirang the following morning, hoping that Noesa Brama will consent to the marriage of Moelia and Retna Sari. The priest accepts the proposal, but expresses regret over the destruction of the statue after he discovers that Retna Sari and Soerijati had not gone willingly with the men from Palembang. He weds Moelia and Retna Sari and has them promise that their first son will be raised a Hindu and become king of the Baduy; he then surrenders all his power to his daughter. Later, hoping that his spirit and those of his ancestors can control the volcano, Noesa Brama secretly commits suicide by jumping into the well. Several weeks later, activity at the volcano drops, although it remains active. ## Writing Drama dari Krakatau was written by the journalist Kwee Tek Hoay. Born to an ethnic Chinese textile merchant and his native wife, Kwee had been raised in the Chinese culture and educated at schools that focuses on preparing students for life in a modern world, as opposed to promoting tradition for its own sake. By the time he wrote the novel, Kwee was an active proponent of Buddhist teachings. He also wrote extensively on themes relating to the archipelago's indigenous population, and was a keen social observer. He read extensively in Dutch, English, and Malay and drew on these influences after becoming a writer. His first novel, Djadi Korbannja "Perempoean Hina" (The Victim of a "Contemptible Woman"), was published in 1924. In 1928, Kwee was asked by a friend, who was hoping to establish a film company, to write a "sensational" story which could be used as the basis for a movie. Ongoing activity at Krakatoa was foremost in the author's mind and, after reading Edward Bulwer-Lytton's 1834 novel The Last Days of Pompeii, Kwee asked himself "is it impossible for one to write a drama about Krakatoa?" Owing to the length of time between the 1883 and 1928 eruptions, Kwee decided to begin his story with the separation of two young siblings. Further elements of the story were inspired by the mountain-dwelling Baduy, a group which tended to avoid outsiders and claimed to be descended from the Hindu kings of Pajajaran. Kwee thought himself a realist, considering it "better to say things as they are, than to create events out of nothing, which although perhaps more entertaining and satisfying to viewers or readers, are falsehoods and lies, going against the truth." He was highly critical of contemporary writers who relied more on their fantasies than logic and truth. Hoping to keep his story grounded in reality, Kwee researched the history of the Baduy, the geological formation of Krakatoa, and the events of 1883 and 1928; in total he consulted 15 books, all in English or Dutch. The writing began on 19 March 1928 and was completed on 28 May of that year. Drama dari Krakatau consists of sixteen chapters, which were spread over 125 pages in the first printing. ## Themes Although Kwee was a staunch supporter of realism in literature, Drama dari Krakatau includes a degree of mysticism, as evidenced by the apparent connection between the statue in the cave and the eruption of Krakatoa. Indeed, in many of his writings (both fiction and non-fiction), Kwee exhibited an interest in the occult; this includes writing detailed depictions of Therese Neumann, a fasting girl from Germany; and Omar Khayyám, a Persian Sufi mystic, philosopher and poet. The Indonesian literary critic Jakob Sumardjo finds the mystical elements (and the fact that no Hindu-era statues with inscriptions have been found) detract from the overall value of the novel. Kwee's work is the earliest of three Chinese Malay novels which were inspired by volcanic eruptions. The second, Liem Khing Hoo's Meledaknja Goenoeng Keloet (The Eruption of Mount Kelud), was inspired by Kelud in East Java and was published in the monthly magazine Tjerita Roman in 1929. The third, Kwee's Drama dari Merapie (Drama of Merapi), was inspired by Central Java's Mount Merapi and was published as a serial in Moestika Romans from March to September 1931. Volcanic eruptions also featured in contemporary Chinese Malay poetry. Claudine Salmon records one syair, Ong Tjong Sian's Sair Petjanja Goenoeng Krakatau (Syair on the Eruption of Mount Krakatoa; 1929), as dealing with the community's fears after Krakatoa resumed activity. Unlike many contemporary works by ethnic Chinese authors, Drama dari Krakatau features no Chinese characters in major roles; the only such characters are mentioned in passing, shopowners who provide emergency food supplies to the regent. Historically, Malay-language works by ethnic Chinese authors centred on Chinese characters, to the point that terms such as tanah-air (homeland) were often understood to mean mainland China, rather than the Malay Archipelago or Dutch East Indies. Chinese Malay works which featured exclusively indigenous characters had only developed in the 1920s. Uncommonly for ethnic Chinese writers of this period, Kwee attempts to centre the novel around indigenous people and present it from their perspective, "impersonating" these indigenous cultures through his narrative. As with many stories with predominantly indigenous casts, Drama dari Krakatau is set in a rural area, far from the cities where the ethnic Chinese populace were concentrated. Geography plays a major role. The novel starts on a macro scale, depicting the origins of the archipelago from rising sea levels caused by the sinking of Poseidonis, then progresses increasingly towards the micro scale, passing through views of Java, Sumatra, and Krakatoa, before focusing on the home of Tjakra Amidjaja and the beginning of the plot. A later passage details the view from Mount Ciwalirang, showing Java, Krakatoa and Sumatra. The Indonesian literary scholar Melani Budianta argues that this "geographic panorama", combined with the sympathetic depiction of other cultures and religions, shows elements of nationalism in the novel; such a theme has also been found in Kwee's Drama dari Boeven Digoel (Drama of Boeven Digoel; 1938). She writes that the panoramic views of the archipelago "help the readers to imagine the geography of a nation yet to be united", whereas the "impersonation" presents a "region of theosophy where religious difference is unified in the belief of goodness." ## Publication history and reception Drama dari Krakatau was first published in serial form in Kwee's magazine Panorama, between 7 April and 22 December 1928. This serial was then published as a novel by Hoa Siang In Kiok in 1929. A new printing, adopting the 1972 spelling reform, was included in the second volume of Kesastraan Melayu Tionghoa dan Kebangsaan Indonesia, an anthology of Chinese Malay literature. This volume also included Kwee's novella Roema Sekola jang Saja Impiken (The Schoolhouse of My Dreams; 1925) and the novel Boenga Roos dari Tjikembang (The Rose of Cikembang; 1927). As with Kwee's earlier work Boenga Roos dari Tjikembang, an adaptation of Drama dari Krakatau was performed on stage before its completion. On 28 March, 1928, the Moon Opera performed Drama dari Krakatau at Pasar Senen in Weltevreden, Batavia (now Senen, Jakarta). The troupe performed the story again on 31 March and 5 April, the latter at Mangga Besar, Batavia. Kwee prepared the story for the performances, abbreviating and simplifying it for the stage. One of the main difficulties, he wrote, was presenting Krakatoa on stage: it was a technical challenge, yet could not be abandoned as "performing this play without showing the eruption of Krakatoa would be like performing Hamlet without the Prince of Denmark." As with all works written in vernacular Malay, the novel has not been considered part of the Indonesian literary canon. In his doctoral thesis, J. Francisco B. Benitez posits a socio-political cause for this. The Dutch colonial government used Court Malay as a "language of administration", a language for everyday dealings, while the Indonesian nationalists appropriated the language to help build a national culture. Chinese Malay literature, written in "low" Malay, was steadily marginalised. Sumardjo, however, sees a question of classification: though vernacular Malay was the lingua franca of the time, it was not Indonesian, and as such, he asks whether works in vernacular Malay should be classified as local literature, Indonesian literature, or simply Chinese Malay literature. ## Explanatory notes
12,029,620
SMS Kaiser Karl der Grosse
1,158,105,557
Battleship of the German Imperial Navy
[ "1899 ships", "Kaiser Friedrich III-class battleships", "Ships built in Hamburg", "World War I battleships of Germany" ]
SMS Kaiser Karl der Grosse was a German pre-dreadnought battleship of the Kaiser Friedrich III class, built around the turn of the 20th century for the Kaiserliche Marine (Imperial Navy). Named for the Emperor Charlemagne, Kaiser Karl der Grosse was built in Hamburg, at the Blohm and Voss shipyard. She was laid down in September 1898 and launched in October 1899. A shipyard strike and an accidental grounding delayed her completion until February 1902; she was therefore the last member of her class to enter service. The ship was armed with four 24-centimeter (9.4 in) guns in two twin gun turrets and had a top speed of 17.5 knots (32.4 km/h; 20.1 mph). Kaiser Karl der Grosse served with the active fleet until 1908, participating in the normal peacetime routine of training cruises and fleet maneuvers. By 1908, the new "all-big-gun" dreadnought battleships were entering service. As these rendered her obsolete, Kaiser Karl der Grosse was withdrawn from active service and placed in the Reserve Division. At the outbreak of World War I in August 1914, the ship was placed back in active duty as a coastal defense ship in V Battle Squadron, though by February 1915 she was again placed in reserve. Kaiser Karl der Grosse was briefly used as a training ship and ended her career as a prison ship for prisoners of war in Wilhelmshaven. After the German defeat in November 1918, she was sold to ship-breakers and scrapped in 1920. ## Design After the German Kaiserliche Marine (Imperial Navy) ordered the four Brandenburg-class battleships in 1889, a combination of budgetary constraints, opposition in the Reichstag (Imperial Diet), and a lack of a coherent fleet plan delayed the acquisition of further battleships. The former Secretary of the Reichsmarineamt (Imperial Navy Office), Leo von Caprivi became the Chancellor of Germany in 1890, and Vizeadmiral (Vice Admiral) Friedrich von Hollmann became the new Secretary of the Reichsmarineamt. Hollmann requested the first Kaiser Friedrich III-class pre-dreadnought battleship in 1892, but the Franco-Russian Alliance, signed the year before, put the government's attention on expanding the Army's budget. Parliamentary opposition forced Hollmann to delay until the following year, when Caprivi spoke in favor of the project, noting that Russia's recent naval expansion threatened Germany's Baltic Sea coastline. In late 1893, Hollmann presented the Navy's estimates for the 1894–1895 budget year, and now the Reichstag approved the new ship, and over the following three years, he secured approval for two further ships. In June 1897, Hollmann was replaced by Konteradmiral (Rear Admiral) Alfred von Tirpitz, who quickly proposed and secured approval for the first Naval Law in early 1898. The law authorized the last two ships of the class, Kaiser Karl der Grosse and Kaiser Barbarossa. Kaiser Karl der Grosse was 125.3 m (411 ft 1 in) long overall and had a beam of 20.4 m (66 ft 11 in) and a draft of 7.89 m (25 ft 11 in) forward and 8.25 m (27 ft 1 in) aft. She displaced 11,097 t (10,922 long tons) as designed and up to 11,785 t (11,599 long tons) at full load. The ship was powered by three 3-cylinder vertical triple-expansion steam engines, each driving one screw propeller. Steam was provided by four Marine-type and eight cylindrical boilers, all of which burned coal and were vented through a pair of tall funnels. Kaiser Karl der Grosse's powerplant was rated at 13,000 metric horsepower (12,822 ihp; 9,561 kW), which generated a top speed of 17.5 knots (32.4 km/h; 20.1 mph). She had a cruising radius of 3,420 nautical miles (6,330 km; 3,940 mi) at a speed of 10 knots (19 km/h; 12 mph). She had a normal complement of 39 officers and 612 enlisted men. The ship's armament consisted of a main battery of four 24 cm (9.4 in) SK L/40 guns in twin gun turrets, one fore and one aft of the central superstructure. Her secondary armament consisted of eighteen 15 cm (5.9 inch) SK L/40 guns carried in a mix of turrets and casemates. Close-range defense against torpedo boats was provided by a battery of twelve 8.8 cm (3.5 in) SK L/30 quick-firing guns all mounted in casemates and twelve 3.7 cm (1.5 in) machine cannon in single mounts. The armament suite was rounded out with six 45 cm (17.7 in) torpedo tubes, all in above-water swivel mounts. The ship's belt armor was 300 mm (11.8 in) thick, and the main armor deck was 65 mm (2.6 in) thick. The conning tower and main battery turrets were protected with 250 mm (9.8 in) of armor plating, and the secondary casemates received 150 mm (5.9 in) of armor protection. ## Service history ### Construction through 1904 German Emperor (Kaiser) Wilhelm II believed that a strong navy was necessary for the country to expand its influence outside continental Europe. As a result, he initiated a program of naval expansion in the late 1880s; the first battleships built under this program were the four Brandenburg-class ships. These were immediately followed by the five Kaiser Friedrich III-class battleships, of which Kaiser Karl der Grosse was a member. She was ordered under the contract name "B" as a new ship of the fleet. The ship's keel was laid on 17 September 1898 at the Blohm & Voss in Hamburg under yard number 136. She was the first capital ship to be built by the yard and the second warship of any type. The new battleship was launched on 18 October 1899 and named for Charlemagne (Karl der Grosse in German); Wilhelm II gave the launching speech and Johann Georg Mönckeberg, the Erster Bürgermeister (First Mayor) of Hamburg, christened the ship. A major strike by shipyard workers in late 1900 significantly delayed completion of the ship. In October 1901, a shipyard crew took the ship to the naval base at Wilhelmshaven, though while en route she ran aground in the lower Elbe river. The hull was damaged in the incident and the necessary repairs further delayed her entry into service; she was not commissioned until 4 February 1902. Kaiser Karl der Grosse was assigned to II Division of I Squadron on 19 February, the last member of her class to enter active service. With the assignment of Kaiser Karl der Grosse, I Squadron was now fully composed of modern battleships. The squadron went on a training cruise to Britain in April and May, followed by a tour of the Kiel Week sailing regatta in late June. The ships then took part in another training cruise to Norway in July and then the autumn maneuvers, which began in the Baltic on 31 August. During the exercises, Kaiser Karl der Grosse was assigned to the "hostile" force, as were several of her sister ships. The "hostile" force was first tasked with preventing the "German" squadron from passing through the Great Belt in the Baltic. Kaiser Karl der Grosse and several other battleships were then tasked with forcing an entry into the mouth of the Elbe River, where the Kaiser Wilhelm Canal and Hamburg could be seized. The "hostile" flotilla accomplished these tasks within three days. The maneuvers concluded in the North Sea with a fleet review in the Jade Bight. From 1 to 12 December, the squadron went on its normal winter cruise to Norway. In 1903, the fleet, which was composed of only one squadron of battleships (along with its attendant scouting vessels and torpedo boats), was reorganized as the "Active Battle Fleet." Kaiser Karl der Grosse remained in I Squadron along with her sister ships and the newest Wittelsbach-class battleships, while the older Brandenburg-class ships were placed in reserve in order to be rebuilt. The first quarter of 1903 followed the usual pattern of training exercises. The squadron went on a training cruise in the Baltic, followed by a voyage to Spain that lasted from 7 May to 10 June. In July, she joined I Squadron for the annual cruise to Norway. The autumn maneuvers consisted of a blockade exercise in the North Sea, a cruise of the entire fleet first to Norwegian waters and then to Kiel in early September, and finally a mock attack on Kiel. The exercises concluded on 12 September. The winter training cruise began on 23 November in the eastern Baltic and continued into the Skagerrak in early December. Kaiser Karl der Grosse participated in exercises in the Skagerrak from 11 to 21 January 1904, with her squadron from 8 to 17 March, and with the fleet in the North Sea in May. In July, I Squadron and I Scouting Group visited Britain, including a stop at Plymouth on 10 July. The German fleet departed on 13 July, bound for the Netherlands; I Squadron anchored in Vlissingen the following day, where the ships were visited by Queen Wilhelmina. Departing on 20 July for a cruise in the northern North Sea with the rest of the fleet, the squadron stopped in Molde, Norway, nine days later while the other units went to other ports. The fleet reassembled on 6 August and steamed back to Kiel, where it conducted a mock attack on the harbor on 12 August. Immediately after returning to Kiel, the fleet began preparations for the autumn maneuvers, which began on 29 August in the Baltic. The fleet moved to the North Sea on 3 September, where it took part in a major landing operation, after which the ships took the ground troops from IX Corps that participated in the exercises to Altona for a parade for Wilhelm II. The ships then conducted their own parade for the Kaiser off the island of Helgoland on 6 September. Three days later, the fleet returned to the Baltic via the Kaiser Wilhelm Canal, where it participated in further landing operations with IX Corps and the Guards Corps. On 15 September, the maneuvers came to an end. I Squadron went on its winter training cruise, this time to the eastern Baltic, from 22 November to 2 December. ### 1905–1914 In January and February 1905, Kaiser Karl der Grosse served briefly as the flagship of the squadron. During this period, she took part in a pair of training cruises with I Squadron during 9–19 January and 27 February – 16 March 1905. Individual and squadron training followed, with an emphasis on gunnery drills. On 12 July, the fleet began a major training exercise in the North Sea. While on the cruise on 18 July, Kaiser Karl der Grosse was detached to visit Antwerp to represent Germany during the celebrations for the 75th anniversary of the Belgian Revolution. The rest of the fleet then cruised through the Kattegat and stopped in Copenhagen and Stockholm; Kaiser Karl der Grosse rejoined them on 3 August in Karlskrona. The summer cruise ended on 9 August, though the autumn maneuvers that would normally have begun shortly thereafter were delayed by a visit from the British Channel Fleet that month. The British fleet stopped in Danzig, Swinemünde, and Flensburg, where it was greeted by units of the German Navy; Kaiser Karl der Grosse and the main German fleet was anchored at Swinemünde for the occasion. The visit was strained by the growing Anglo-German naval arms race. As a result of the British visit, the 1905 autumn maneuvers (6 to 13 September) were shortened considerably, consisting only of exercises in the North Sea. The first exercise presumed a naval blockade in the German Bight, and the second envisioned a hostile fleet attempting to force the defenses of the Elbe. In November, I Squadron cruised in the Baltic. In early December, I and II Squadrons went on their regular winter cruise, this time to Danzig, where they arrived on 12 December. While on the return trip to Kiel, the fleet conducted tactical exercises. The fleet undertook a heavier training schedule in 1906 than in previous years. The ships were occupied with individual, division and squadron exercises throughout April. Starting on 13 May, major fleet exercises took place in the North Sea and lasted until 8 June with a cruise around the Skagen into the Baltic. The fleet began its usual summer cruise to Norway in mid-July. Kaiser Karl der Grosse and I Squadron anchored in Molde, where they were joined on 21 July by Wilhelm II aboard the steamer Hamburg. The fleet was present for the birthday of Norwegian king Haakon VII on 3 August. The German ships departed the following day for Helgoland to join exercises being conducted there, arriving back in Kiel by 15 August, where preparations for the autumn maneuvers began. On 22–24 August, the fleet took part in landing exercises in Eckernförde Bay outside Kiel. The maneuvers were paused from 31 August to 3 September when Kiel hosted vessels from Denmark and Sweden, along with a Russian squadron from 3 to 9 September. The maneuvers resumed on 8 September and lasted five more days. The ship participated in the uneventful winter cruise into the Kattegat and Skagerrak from 8 to 16 December. The first quarter of 1907 followed the previous pattern and, on 16 February, the Active Battlefleet was re-designated the High Seas Fleet. From the end of May to early June the fleet went on its summer cruise in the North Sea, returning to the Baltic via the Kattegat. This was followed by the regular cruise to Norway from 12 July to 10 August. During the autumn maneuvers, which lasted from 26 August to 6 September, the fleet conducted landing exercises in northern Schleswig with IX Corps. The winter training cruise went into the Kattegat from 22 to 30 November. In May 1908, the fleet went on a major cruise into the Atlantic instead of its normal voyage in the North Sea. The fleet returned to Kiel on 13 August to prepare for the autumn maneuvers, which lasted from 27 August to 7 September. Division exercises in the Baltic immediately followed from 7 to 13 September. Following the conclusion of these maneuvers, Kaiser Karl der Grosse was decommissioned in Kiel on 18 September and assigned to the Reserve Division in the Baltic. During this period, her sister ships were rebuilt, though Kaiser Karl der Grosse did not receive this treatment. By this time, the new "all-big-gun" battleships, which rendered pre-dreadnoughts like Kaiser Karl der Grosse obsolete, began to enter service. In June and July 1911, the ship underwent a major overhaul. By 1914, the ship had been assigned to V Squadron of the Reserve Fleet, alongside her four sister ships and the battleship Wettin. ### World War I As a result of the outbreak of World War I, Kaiser Karl der Grosse and her sisters were brought out of reserve and mobilized as V Battle Squadron on 5 August 1914. The ships were prepared for war very slowly, and they were not ready for service in the North Sea until the end of August. They were initially tasked with coastal defense, though they served in this capacity for a short time. In mid-September, V Squadron was transferred to the Baltic, under the command of Prince Heinrich. He initially planned to launch a major amphibious assault on Windau, but a shortage of transports forced a revision of the plan. Instead, V Squadron was to carry the landing force, but this too was cancelled after Heinrich received false reports of British warships having entered the Baltic on 25 September. Kaiser Karl der Grosse and her sisters returned to Kiel the following day, disembarked the landing force, and proceeded to the North Sea, where they resumed guard ship duties. Before the end of the year, V Squadron was once again transferred to the Baltic. Prince Heinrich ordered a foray toward Gotland. On 26 December 1914, the battleships rendezvoused with the Baltic cruiser division in the Bay of Pomerania and then departed on the sortie. Two days later, the fleet arrived off Gotland to show the German flag and was back in Kiel by 30 December. Kaiser Karl der Grosse briefly replaced her sister Kaiser Wilhelm II as the squadron flagship, from 23 January 1915 to 23 February. The squadron returned to the North Sea for guard duties, but was withdrawn from front-line service by February. Shortages of trained crews in the High Seas Fleet, coupled with the risk of operating older ships in wartime, necessitated the deactivation of Kaiser der Grosse and her sisters. Starting in October, she served briefly as a training ship for engine room personnel, though on 19 November she was decommissioned in Kiel and disarmed. She was thereafter employed as a prison ship for prisoners of war in Wilhelmshaven. In November 1918, Germany capitulated and signed the First Armistice at Compiègne, which ended hostilities so a peace treaty could be negotiated. According to Article 181 of the Treaty of Versailles, signed on 28 June 1919, Germany was permitted to retain only six battleships of the "Deutschland or Lothringen types". On 6 December 1919, the ship was struck from the naval list and sold to ship-breakers. The following year, Kaiser Karl der Grosse was broken up for scrap metal in Rönnebeck.
507,859
Louis Slotin
1,170,555,669
Canadian physicist and chemist
[ "1910 births", "1946 deaths", "Accidental deaths in New Mexico", "Alumni of King's College London", "Canadian nuclear physicists", "Canadian people of Russian-Jewish descent", "Canadian physical chemists", "Deaths from laboratory accidents", "Inventors killed by their own invention", "Jewish Canadian scientists", "Jewish physicists", "Manhattan Project people", "North End, Winnipeg", "People from Los Alamos, New Mexico", "People from Winnipeg", "Scientists from Manitoba", "University of Chicago staff", "University of Manitoba alumni", "Victims of radiological poisoning" ]
Louis Alexander Slotin (1 December 1910 – 30 May 1946) was a Canadian physicist and chemist who took part in the Manhattan Project. Born and raised in the North End of Winnipeg, Manitoba, Slotin earned both his Bachelor of Science and Master of Science degrees from the University of Manitoba, before obtaining his doctorate in physical chemistry at King's College London in 1936. Afterwards, he joined the University of Chicago as a research associate to help design a cyclotron. In 1942, Slotin was invited to participate in the Manhattan Project, and subsequently performed experiments with uranium and plutonium cores to determine their critical mass values. After World War II he continued his research at Los Alamos National Laboratory in New Mexico. On 21 May 1946, he accidentally began a fission reaction which released a burst of hard radiation. He was rushed to the hospital and died nine days later on 30 May. Slotin had become the victim of the second criticality accident in history following Harry Daghlian, who had been fatally exposed to radiation by the same plutonium "demon core" that killed Slotin. Slotin was hailed as a hero by the United States government for reacting quickly enough to prevent the deaths of his colleagues. However, some physicists argue that Slotin's behavior preceding the accident was reckless and that his death was preventable. The accident and its aftermath have been dramatized in several fictional and non-fiction accounts. ## Early life Louis Slotin was the first of three children born to Israel and Sonia Slotin, Yiddish-speaking Jewish refugees who had fled the pogroms of Russia to Winnipeg, Manitoba. He grew up in the North End neighborhood of Winnipeg, an area with a large concentration of Eastern European immigrants. From his early days at Machray Elementary School through his teenage years at St. John's High School, Slotin was academically exceptional. His younger brother, Sam, later remarked that his brother "had an extreme intensity that enabled him to study long hours." At age 16, Slotin entered the University of Manitoba to pursue a degree in science. During his undergraduate years, he received a University Gold Medal in both physics and chemistry. Slotin received a B.Sc. degree in geology from the university in 1932 and a M.Sc. degree in 1933. With the assistance of one of his mentors, he obtained a fellowship to study at King's College London under the supervision of Arthur John Allmand, the chair of the chemistry department, who specialized in the field of applied electrochemistry and photochemistry. ### King's College London While at King's College London, Slotin distinguished himself as an amateur boxer by winning the college's amateur bantamweight boxing championship. Later, he gave the impression that he had fought for the Spanish Republic and trained to fly a fighter with the Royal Air Force. Author Robert Jungk recounted in his book Brighter than a Thousand Suns: A Personal History of the Atomic Scientists, the first published account of the Manhattan Project, that Slotin "had volunteered for service in the Spanish Civil War, more for the sake of the thrill of it than on political grounds. He had often been in extreme danger as an anti-aircraft gunner." During an interview years later, Sam stated that his brother had gone "on a walking tour in Spain" and he "did not take part in the war" as previously thought. Slotin earned a Ph.D. degree in physical chemistry from King's College London in 1936. He won a prize for his thesis entitled "An Investigation into the Intermediate Formation of Unstable Molecules During some Chemical Reactions." Afterwards, he spent six months working as a special investigator for Dublin's Great Southern Railways, testing the Drumm nickel-zinc rechargeable batteries used on the Dublin–Bray line. ## Career ### University of Chicago In 1937, after he unsuccessfully applied for a job with Canada's National Research Council, the University of Chicago accepted Slotin as a research associate. There, he gained his first experience with nuclear chemistry, helping to build the first cyclotron in the midwestern United States. The job paid poorly and Slotin's father had to support him for two years. From 1939 to 1940, Slotin collaborated with Earl Evans, the head of the university's biochemistry department, to produce radiocarbon (carbon-14 and carbon-11) from the cyclotron. While working together, the two men also used carbon11 to demonstrate that plant cells had the capacity to use carbon dioxide for carbohydrate synthesis, through carbon fixation. Slotin might have been present at the start-up of Enrico Fermi's "Chicago Pile-1", the first nuclear reactor, on 2 December 1942; the accounts of the event do not agree on this point. During this time, he also contributed to several papers in the field of radiobiology. His expertise on the subject garnered the attention of the United States government, and as a result he was invited to join the Manhattan Project, an effort to develop an atomic bomb. Slotin worked on the production of plutonium under future Nobel laureate Eugene Wigner at the university and later at the Oak Ridge National Laboratory in Oak Ridge, Tennessee. He moved to the Los Alamos National Laboratory in New Mexico in December 1944 to work in the bomb physics group of Robert Bacher. ## Work at Los Alamos At Los Alamos, Slotin's duties consisted of dangerous criticality testing, first with uranium in Otto Robert Frisch's experiments, and later with plutonium cores. Criticality testing involved bringing masses of fissile materials to near-critical levels to establish their critical mass values. Scientists referred to this flirting with the possibility of a nuclear chain reaction as "tickling the dragon's tail", based on a remark by physicist Richard Feynman, who compared the experiments to "tickling the tail of a sleeping dragon". On 16 July 1945, Slotin assembled the core for Trinity, the first detonated atomic device, and became known as the "chief armorer of the United States" for his expertise in assembling nuclear weapons. Slotin received two small circular lead and silver commemorative pins for his work on the project. In the winter of 1945–1946, Slotin shocked some of his colleagues with a bold action by repairing an instrument 6 feet (1.8 m) under water inside the Clinton Pile while it was operating, rather than wait an extra day for the reactor to be shut down. He did not wear his dosimetry badge, but his dose was estimated to be at least 100 roentgen. A dose of 1 Gy (≈100 roentgen) can cause nausea and vomiting in 10% of cases, but is generally survivable. ### Harry Daghlian's death On 21 August 1945, laboratory assistant Harry Daghlian, one of Slotin's close colleagues, was performing a criticality experiment when he accidentally dropped a heavy tungsten carbide brick onto a 6.2-kilogram (14 lb) plutonium–gallium alloy bomb core. The 24-year-old Daghlian was irradiated with a large dose of neutron radiation. Later estimates suggested that this dose might not have been fatal on its own, but he then received additional delayed gamma radiation and beta burns while disassembling his experiment. He quickly collapsed with acute radiation poisoning and died 25 days later in the Los Alamos base hospital. ### Planned return to teaching After World War II, Slotin expressed growing disdain for his personal involvement in the project. He remarked, "I have become involved in the Navy tests, much to my disgust." Unfortunately for Slotin, his participation at Los Alamos was still required because, as he said, "I am one of the few people left here who are experienced bomb putter-togetherers." He looked forward to resuming teaching and research into biophysics and radiobiology at the University of Chicago. He began training a replacement, Alvin C. Graves, to take over his role at Los Alamos. ### Criticality accident On 21 May 1946, with seven colleagues watching, Slotin performed an experiment that involved the creation of one of the first steps of a fission reaction by placing two half-spheres of beryllium (a neutron reflector) around a 3.5-inch-diameter (89 mm) plutonium core. The experiment used the same 6.2-kilogram (13.7 lb) plutonium core that had irradiated Daghlian, later called the "demon core" for its role in the two accidents. Slotin grasped the upper 228.6 mm (9-inch) beryllium hemisphere with his left hand through a thumb hole at the top while he maintained the separation of the half-spheres using the blade of a screwdriver with his right hand, having removed the shims normally used. Using a screwdriver was not a normal part of the experimental protocol. At 3:20 p.m., the screwdriver slipped and the upper beryllium hemisphere fell, causing a "prompt critical" reaction and a burst of hard radiation. At the time, the scientists in the room observed the blue glow of air ionization and felt a heat wave. Slotin experienced a sour taste in his mouth and an intense burning sensation in his left hand. He jerked his left hand upward, lifting the upper beryllium hemisphere, and dropped it to the floor, ending the reaction. He had already been exposed to a lethal dose of neutron radiation. At the time of the accident, dosimetry badges were in a locked box about 100 feet (30 m) from where the reaction occurred. Realizing that no one in the room had their film badges on, "immediately after the accident Dr. Slotin asked Dr. Raemer E. Schreiber to have the badges taken from the lead box and placed on the critical assembly". This peculiar response was of no value for determining the actual doses received by the men in the room and put Schreiber at "great personal risk" of additional exposure. A report later concluded that a heavy dose of radiation may produce vertigo and can leave a person "in no condition for rational behavior." As soon as Slotin left the building he vomited, a common reaction from exposure to extremely intense ionizing radiation. Slotin's colleagues rushed him to the hospital, but the radiation damage was irreversible. The six other men present at the time of the reaction included Alvin Cushman Graves, Samuel Allan Kline, Marion Edward Cieslicki, Dwight Smith Young, Theodore P. Perlman, and Pvt. Patrick J. Cleary. By 25 May 1946, four of these seven men had been discharged from hospital. The United States Army physician responsible for the Los Alamos base hospital, Captain Paul Hageman, said that Slotin's, Graves', Kline's and Young's "immediate condition is satisfactory." #### Slotin's death Despite intensive medical care and offers from numerous volunteers to donate blood for transfusions, Slotin's condition was incurable. He called his parents and they were flown at Army expense from Winnipeg to be with him. They arrived on the fourth day after the incident, and by the fifth day his condition started to deteriorate rapidly. Over the next four days, Slotin suffered an "agonizing sequence of radiation-induced traumas", including severe diarrhea, reduced urine output, swollen hands, erythema, "massive blisters on his hands and forearms", intestinal paralysis and gangrene. He had internal radiation burns throughout his body, which one medical expert described as a "three-dimensional sunburn." By the seventh day, he was experiencing periods of "mental confusion." His lips turned blue and he was put in an oxygen tent. He ultimately experienced "a total disintegration of bodily functions" and slipped into a coma. Slotin died at 11 a.m. on 30 May, in the presence of his parents. He was buried in the Shaarey Zedek Cemetery in Winnipeg on 2 June 1946. #### Other injuries and death Graves, Kline and Young remained hospitalized after Slotin's death. Graves, who was standing the closest to Slotin, also developed acute radiation sickness and was hospitalized for several weeks. He survived, although he lived with chronic neurological and vision problems. Young also suffered from acute radiation syndrome, but recovered. By 28 January 1948 Graves, Kline and Perlman sought compensation for damages suffered during the incident. Graves settled his claim for \$3,500 (about \$45,000 in 2023, adjusted for inflation). Three of the observers eventually died of conditions that are known to be promoted by radiation: Graves of a heart attack twenty years later at age 55; Cieslicki of acute myeloid leukemia nineteen years later at age 42; and Young of aplastic anemia and bacterial infection of the heart lining twenty-nine years later at age 83. Some of the deaths may have been a consequence of the incident. Louis Hempelman, M.D., a consultant to the Los Alamos Scientific Laboratory, believed that it is not possible to establish a causal relation between the incident and the specifics of the death from such a small sample. He stated this opinion in a publicly available report that included personal medical information which he had previously declined to release to Marion E. Cieslicki during the final stages of his illness. #### Disposal of core The core involved was intended to be used in the Able detonation, during the Crossroads series of nuclear weapons testing. Slotin's experiment was said to be the last conducted before the core's detonation and was intended to be the final demonstration of its ability to go critical. After the accident it needed time to cool. It was therefore rescheduled for the third test of the series, provisionally named Charlie, but this was cancelled due to the unexpected level of radioactivity after the underwater Baker test and the inability to decontaminate the target warships. The core was eventually melted down and reused in a later core. ### Radiation dosage The radiation doses received in these two accidents are not known with any accuracy. A large part of the dose was due to neutron radiation, which could not be measured by dosimetry equipment of the day. The available film badges were not worn by personnel during the accident, and badges that were supposed to be planted under tables in case of disasters like these were not found. Disaster badges hung on the walls provided some useful data about gamma radiation. A "tentative" estimate of the doses involved was made in 1948, based on dozens of assumptions, some of which are now known to be incorrect. In the absence of personal dosimetry badges, the study authors relied on measurements of sodium activation in the victims' blood and urine samples as their primary source of data. This activation would have been caused by neutron radiation, but they converted all doses to equivalent doses of gamma or X-ray radiation. They concluded that Daghlian and Slotin had probably received doses equivalent to 290 rems (2.9 Sv) and 880 rems (8.8 Sv), respectively, of gamma rays. Minimum and maximum estimates varied from about 50% to 200% of these values. The authors also calculated doses equivalent to a mix of soft 80 keV X-rays and gamma rays, which they believed gave a more realistic picture of the exposure than the gamma equivalent. In this model, the equivalent X-ray doses were much higher, but would be concentrated in the tissues facing the source, whereas the gamma component penetrated the whole body. Slotin's equivalent dose was estimated to be 1930 R (roentgen) of X-ray with 114 R of gamma, while Daghlian's equivalent dose was estimated to be 480 R of X-ray with 110 R of gamma. Five hundred roentgen equivalent man (rem) is usually a fatal exposure for humans. In modern times dosimetry is done very differently. Equivalent doses would not be reported in roentgen; they would be calculated with different weighting factors, and they are not considered as relevant to acute radiation syndrome as absorbed doses. Recent documents have made various interpretations of Slotin's dose, ranging from 287 rads (2.87 Gy) to 21 sieverts (2,100 rem). Based on citations and supporting reasoning, the most reliable estimate may be a 1978 Los Alamos memo which suggested 10 Gy(n) + 1.14 Gy(γ) for Slotin and 2 Gy(n) + 1.1 Gy(γ) for Daghlian. These doses are consistent with the symptoms they experienced. ## Legacy After the accident, Los Alamos ended all hands-on critical assembly work. Subsequent criticality testing of fissile cores was done with remotely controlled machines, such as the "Godiva" series, with the operator located a safe distance away to prevent harm in case of accidents. On 14 June 1946, the associate editor of the Los Alamos Times, Thomas P. Ashlock, penned a poem entitled "Slotin – A Tribute": > > May God receive you, great-souled scientist! While you were with us, even strangers knew The breadth and lofty stature of your mind Twas only in the crucible of death We saw at last your noble heart revealed. The official story released at the time was that Slotin, by quickly removing the upper hemisphere, was a hero for ending the reaction and protecting seven other observers in the room: "Dr. Slotin's quick reaction at the immediate risk of his own life prevented a more serious development of the experiment which would certainly have resulted in the death of the seven men working with him, as well as serious injury to others in the general vicinity." This interpretation of events was endorsed at the time by Graves, who stood closest to Slotin when the accident occurred. Graves, like Slotin, had previously displayed a low concern for nuclear safety and later alleged that fallout risks were "concocted in the minds of weak malingerers." Schreiber, another witness to the accident, spoke out publicly decades later, arguing that Slotin was using improper and unsafe procedures, endangering the others in the lab along with himself. Robert B. Brode had reported hearsay to that effect back in 1946. Slotin's accident is echoed in the 1947 film The Beginning or the End, in which a scientist assembling the bomb destined for Hiroshima dies after coming into contact with radioactive material. It was recounted in Dexter Masters' 1955 novel The Accident, a fictional account of the last few days of the life of a nuclear scientist suffering from radiation poisoning. Depictions of the criticality incident include the 1989 film Fat Man and Little Boy, in which John Cusack plays a fictional character named Michael Merriman based on Slotin, and the Louis Slotin Sonata, a 2001 off-Broadway play directed by David P. Moore. In 1948, Slotin's colleagues at Los Alamos and the University of Chicago initiated the Louis A. Slotin Memorial Fund for lectures on physics given by distinguished scientists such as Robert Oppenheimer, Luis Walter Alvarez, Hans Bethe. The memorial fund lasted until 1962. In 2002, an asteroid discovered in 1995 was named 12423 Slotin in his honour. ### Dollar unit of reactivity According to Weinberg and Wigner, Slotin was the first to propose the name dollar for the interval of reactivity between delayed and prompt criticality; 0 is the point of self-sustaining chain reaction, a dollar is the point at which slowly released, delayed neutrons are no longer required to support chain reaction, and enters the domain called "prompt critical". Stable nuclear reactors operate between 0 and a dollar; excursions and nuclear explosives operate above a dollar. The hundredth part of a dollar is called a cent. When speaking of purely prompt critical events, some users refer to cents "over critical" as a relative unit.
869,155
Quatermass II
1,157,310,730
British television serial
[ "1950s British drama television series", "1950s British science fiction television series", "1955 British television series debuts", "1955 British television series endings", "BBC television dramas", "British fantasy television series", "Films directed by Rudolph Cartier", "Quatermass" ]
Quatermass II is a British science fiction serial, originally broadcast by BBC Television in the autumn of 1955. It is the second in the Quatermass series by writer Nigel Kneale, and the oldest of those serials to survive in its entirety in the BBC archives. The serial sees Professor Bernard Quatermass of the British Experimental Rocket Group being asked to examine strange meteorite showers. His investigations lead to his uncovering a conspiracy involving alien infiltration at the highest levels of the British government. As even some of Quatermass's closest colleagues fall victim to the alien influence, he is forced to use his own unsafe rocket prototype, which recently caused a nuclear disaster at an Australian testing range, to prevent the aliens from taking over mankind. Although sometimes compared unfavourably to the first and third Quatermass serials, Quatermass II was praised for its allegorical concerns of the damaging effects of industrialisation and the corruption of governments by big business. It is described on the British Film Institute's Screenonline website as "compulsive viewing". ## Casting and crew Reginald Tate, who had played the title role in The Quatermass Experiment, collapsed and died on 23 August 1955, aged 58. This was less than a month before the shooting of the location filming for Quatermass II began, and necessitated the casting of a replacement lead actor at short notice; John Robinson was chosen to fill the part. Robinson was an experienced actor from a range of different films and television programmes since the 1930s, but was uncomfortable about taking over from Tate, and had difficulty in learning some of the technical dialogue he was required to deliver. Robinson's delivery of his lines has been criticised by some later reviewers. Appearing as Quatermass's chief assistant Dr Leo Pugh was Welsh actor Hugh Griffith, who had been an actor on stage and screen since the 1930s, but gained his highest profile roles after Quatermass II; he went on to win the Academy Award for Best Supporting Actor as Sheikh Ilderim in Ben-Hur (1959). He also appeared in Lucky Jim (1957) and Oliver! (1968). Monica Grey played Paula Quatermass; she was chosen by BBC management rather than the production team, as she was the wife of the BBC's head of radio drama, Val Gielgud. As Hugh Griffith also had problems with some of his technical dialogue, Grey learned his lines as well as her own, in case she needed to step in and assist him during the live performance. Dillon was played by John Stone; Stone too had a long career as a supporting actor in a range of British television series, and in 1956 had a small role in the film X the Unknown, which Hammer Film Productions had intended as a sequel to their version of The Quatermass Experiment, until Kneale denied them the rights to use the character. Four actors who each became well known for a particular role on British television had supporting parts in Quatermass II. Rupert Davies who played MP Vincent Broadhead would go on to find fame as Sûreté detective Commissaire Jules Maigret, the title character of 1960s TV series Maigret, based on Georges Simenon's novels. Roger Delgado, who found fame in the 1970s as the Master in Doctor Who (1971–73), played a journalist who helps Quatermass before falling victim to "the mark" in episode four. Wilfrid Brambell, later star of the sitcom Steptoe and Son (1962–74), appeared as a tramp. and Melvyn Hayes, who played the small role of Frankie, later worked in several films with Cliff Richard. Nigel Kneale not only wrote the serial but, previously an actor, had two speaking parts. He played the voice heard over the factory loudspeaker system in episode five, and narrated the recaps at the beginning of episodes two, three, four and six. Kneale went on to write feature film screenplays such as Look Back in Anger (1958) and First Men in the Moon (1964), as well as continuing to write for television, including two further Quatermass serials, until 1997. Kneale credited the director Rudolph Cartier with bringing to the screen in Quatermass II, with its ambitious location filming, an expansive style that had not been seen in British television drama beforehand. Cartier worked with Kneale again on the third Quatermass serial, Quatermass and the Pit, in 1958, and had subsequent successes with plays such as Anna Karenina (1961), Cross of Iron (1961) and Lee Oswald – Assassin (1966). He continued directing for television until the 1970s. ## Episodes ## Production On 22 September 1955 the ITV network was launched in the UK, bringing commercial television to Britain for the first time and ending the BBC's broadcasting monopoly in the country. The new network's creation had been established by the Television Act 1954, and the BBC had known in advance that it would need programmes to combat the new rival for television audiences. Referring to the 1953 science-fiction serial The Quatermass Experiment in a memo written in 1954, BBC Television's Controller of Programmes, Cecil McGivern, noted that: "Had competitive television been in existence then, we would have killed it every Saturday night while [The Quatermass Experiment] lasted. We are going to need many more 'Quatermass Experiment' programmes". Having recently signed a two-year extension to his BBC staff writer's contract, Nigel Kneale was specifically commissioned to write a sequel to The Quatermass Experiment in early 1955 to challenge the new ITV network. Kneale was inspired by contemporary fears over secret UK Ministry of Defence research establishments such as Porton Down, and also by being required, as a BBC staff member, to sign the Official Secrets Act. As with The Quatermass Experiment, Quatermass II was produced and directed by Rudolph Cartier; he and Kneale particularly enjoyed working together. Since the first Quatermass serial, the two men had collaborated on the literary adaptations Wuthering Heights (1953) and Nineteen Eighty-Four (1954), and on Kneale's abominable snowman play The Creature (1955). Quatermass II comprised six half-hour episodes, transmitted live from Studio G at the BBC's Lime Grove Studios in London. The episodes – individually subtitled "The Bolts", "The Mark", "The Food", "The Coming", "The Frenzy" and "The Destroyers" – were shown every Saturday night at 8 p.m. from 22 October to 26 November 1955; because of the live nature of the performances, most of the episodes overran their allotted half-hour slots slightly. Each episode was rehearsed on the Monday to Friday before transmission at Mansergh Woodall Boys Club in St John's Wood, London, and then camera rehearsed in studio for most of the day on the Saturday. Not every scene was performed live; because of the increased budget – £7,552 was spent on the serial, nearly double the amount spent on The Quatermass Experiment – Cartier was able to include a larger proportion of pre-filmed inserts on 35 mm film, which were included during the live transmissions of each episode. Most of the pre-filmed material was shot on location at the Shell Haven oil refinery in Stanford-le-Hope, doubling for the factory where the alien creature is being grown on Earth. Filming also took place in rural Essex for material showing the meteorites being discovered in fields, and in the boiler rooms of the under-construction BBC Television Centre in London for scenes set inside the factory. The location film sequences were the most ambitious that had then been attempted in British television drama, which was usually predominantly studio-bound. Each episode of Quatermass II was telerecorded onto 35 mm film during its live transmission, for a scheduled repeat the following Monday night at 10:15 p.m. All six episodes survive intact in the BBC's archives, although the telerecording copies in some cases suffer from poor quality sound and vision. Owing to either technical or artistic problems, Cartier had some scenes re-performed by the cast immediately following the live performance on the Saturday evening, and these were telerecorded and used to replace the live versions in the Monday night repeats. Quatermass II was one of the first BBC drama productions to be repeated from a telerecording, rather than having the production re-performed live for any second showing as had been the norm in the past. Episode three, "The Food", was repeated in a slightly edited form on BBC 2 on 26 August 1991 as part of The Lime Grove Story. This was a day of programming to commemorate the closure of the studios after 40 years of use by the BBC. ## Reception and influence The available British television audience had doubled since The Quatermass Experiment had been shown in 1953, and the viewing figures for Quatermass II were accordingly higher. The serial gained an audience of 7.9 million viewers for its first three episodes, rising to 8.3 million for the fourth and fifth and concluding with 9 million. A BBC audience research report commissioned after Quatermass II had finished found that 90% of those questioned in the sample had watched at least five episodes of the production. Quatermass II received positive newspaper reviews in the Daily Mail and the Daily Express, although the BBC's Radio Times listings magazine published letters of both praise and criticism for the serial. The serial was also criticised internally at the BBC by Cecil McGivern, who felt it to be not as good as the original. One letter received by the production team before the transmission of episode five came from a woman in Haverfordwest who was concerned that she would never find out what happened in the end as the week before the final episode's transmission she was due to move to Ireland to spend the rest of her life in a convent; she wondered if the BBC could possibly write to her and let her know how the story resolved. After some debate as to whether the letter was a journalistic trick to uncover advance story details, Kneale eventually decided that it was genuine, and allowed Cartier to send a reply outlining the storyline's conclusion. Following episode six, some viewers wrote in to the BBC concerned at Quatermass's survival, as he had not been seen to definitely return to Earth in the experimental rocket ship. The BBC's own website regarded Quatermass II unfavourably when reviewing its DVD release in 2005: "The script is too often let down by the production's rougher edges. Your heart will break halfway through episode six as it all falls apart. And then there's Monica Gray [sic] – less an actress than a finishing school on legs". Writing in The Times in 2006, Morgan Falconer claimed to find racist undertones in the serial: "Quatermass, for instance, often seemed to have an unhealthy preoccupation with blackness, a barely veiled commentary on racial change in Britain. In one scene in Quatermass II, the Professor stands outside a pub and watches the sky fill with dark asteroids. 'They're coming in their thousands', he says, 'this is it'". However, this interpretation of the serial is not widespread, and is undermined in episode five where an Irish immigrant helps Quatermass sabotage the aliens' food supply system. In any case, it is in direct contrast with Kneale's deliberate attack on racial intolerance in Quatermass and the Pit. Speaking in a 2003 television documentary about Nigel Kneale's career, the writer and critic Kim Newman praised the underlying themes of Quatermass II, and their particular relevance to the British way of life: "Quatermass II is the British Invasion of the Bodysnatchers, but I don't necessarily think that's a bad thing... What Quatermass II does is take that metaphor and apply it to the specific conditions of Britain in the 1950s; not just the Cold War paranoia, but the traditional British grumbling resentment of bureaucracy as represented by the council, or in this case big business". The British Film Institute's "Screenonline" website also offers praise in its analysis of the serial: > "With its tale of an invasion by an invisible enemy indistinguishable from ourselves, Kneale's story tapped into contemporary fears about the 'red' (i.e. communist) threat, although in a less direct way than the American science fiction films of the 1950s, including Invasion of the Body Snatchers. At the same time, it reflected the widespread anxiety of the nuclear age – the story begins with a failed test of a nuclear-powered rocket in Australia (at a time when the country was in reality a site for a series of British nuclear weapons tests). In short, Quatermass II was the perfect cold-war drama". Some science fiction fans have speculated that the Quatermass serials in general, and Quatermass II in particular – with its elements including a conspiracy of silence in the government concerning extraterrestrial life, secret government facilities for alien use, and the silencing of any critic who opposes the government's plans – influenced the successful American series The X-Files (1993–2002). Kneale was invited to write for The X-Files during the 1990s, but declined the offer. Other genre productions that have been compared with the serial include the 1970 Doctor Who story Spearhead from Space. This serial features an alien entity falling to Earth in a meteorite shower; a factory taken over for the growth of the alien creature, and governmental institutions being infiltrated by servants of the aliens. ## Other media As with The Quatermass Experiment, the film rights to the serial were purchased by Hammer Film Productions – in this case after they had only read the scripts, before the serial was even made. Titled Quatermass 2, the film was released in 1957 and once again directed by Val Guest, with Brian Donlevy starring; unlike the first film, Kneale wrote the screenplay himself. In the United States, the film was released under the title Enemy from Space. Shortly after Quatermass II finished its run, comedian Bob Monkhouse included a spoof of the serial in an episode of his own BBC television series, which featured Monica Grey reprising her role as Paula Quatermass. Cartier and Kneale were greatly displeased with this and complained to their superiors at the BBC about it. Quatermass returned to the BBC in 1958 when Kneale's third serial, Quatermass and the Pit, began transmission. That was the last television appearance of the character for 20 years, until Kneale brought Quatermass back for a final time in the 1979 serial Quatermass, this time produced for Thames Television. A serialised novelisation of Quatermass II, written by Kneale, ran in the Daily Express newspaper in the UK from 5 to 20 December 1955, although Kneale was forced to draw the storyline to a premature conclusion as the paper lost interest in the project. The television scripts were released by Penguin Books in 1960, with a selection of stills from the production also included. The book was re-released in 1979, with a new introduction by Kneale, to coincide with the transmission of the Thames Television serial. In April 2005 BBC Worldwide released a DVD box set of all its existing Quatermass material. This included digitally restored versions of all six episodes of Quatermass II, with the sound and vision of the telerecording copies cleaned up as far as possible, and some of the existing special effects inserts that survived on their original film elements being re-inserted into the episodes. In 2016 BBC Store released Quatermass II and Quatermass and the Pit.
17,442,515
Chandralekha (1948 film)
1,171,001,045
Indian film by S. S. Vasan
[ "1940s Hindi-language films", "1940s Tamil-language films", "1940s action adventure films", "1940s historical adventure films", "1940s historical musical films", "1940s multilingual films", "1948 directorial debut films", "1948 films", "Circus films", "Films about brothers", "Films about orphans", "Films about royalty", "Films about women in India", "Films directed by S. S. Vasan", "Films scored by S. Rajeswara Rao", "Films with screenplays by Kothamangalam Subbu", "Gemini Studios films", "Historical epic films", "Indian action adventure films", "Indian black-and-white films", "Indian epic films", "Indian historical adventure films", "Indian historical musical films", "Indian multilingual films", "Indian swashbuckler films", "Tamil films remade in other languages" ]
Chandralekha (also spelt Chandraleka) is a 1948 Indian historical adventure film produced and directed by S. S. Vasan of Gemini Studios. Starring T. R. Rajakumari, M. K. Radha and Ranjan, the film follows two brothers (Veerasimhan and Sasankan) who fight over ruling their father's kingdom and marrying a village dancer, Chandralekha. Development began during the early 1940s when, after two successive box-office hits, Vasan announced that his next film would be entitled Chandralekha. However, when he launched an advertising campaign for the film he only had the name of the heroine from a storyline he had rejected. Veppathur Kittoo (one of Vasan's storyboard artists) developed a story based on a chapter of George W. M. Reynolds' novel, Robert Macaire: or, The French bandit in England. Original director T. G. Raghavachari left the film more than halfway through because of disagreements with Vasan, who took over in his directorial debut. Originally made in Tamil and later in Hindi, Chandralekha spent five years in production (1943–1948). It underwent a number of scripting, filming and cast changes, and was the most-expensive film made in India at the time. Vasan mortgaged all his property and sold his jewellery to complete the film, whose cinematographers were Kamal Ghosh and K. Ramnoth. The music, largely inspired by Indian and Western classical music, was composed by S. Rajeswara Rao and M. D. Parthasarathy with lyrics by Papanasam Sivan and Kothamangalam Subbu. Chandralekha was released on 9 April 1948. Although the film received generally positive reviews, it did not recoup its production costs. Vasan directed a Hindi version with some changes, including re-shot scenes, a slightly altered cast, and Hindi dialogues from Agha Jani Kashmiri and Pandit Indra. The Hindi version was released on 24 December of that year, becoming a box-office success. South Indian cinema became prominent throughout India with the film's release, and it inspired South Indian producers to market their Hindi films in North India. ## Plot Veerasimhan and Sasankan are the sons of a king. When Veerasimhan rides through a village, he meets a local dancer named Chandralekha and they fall in love. At the palace, the king decides to abdicate his throne in favour of Veerasimhan. This enrages Sasankan, Veerasimhan's younger brother, who forms a gang of thieves; they embark on a crime spree. Chandralekha's father is injured in the ensuing chaos, and dies shortly afterwards. The orphaned Chandralekha joins a band of travelling musicians, whose caravan is raided by Sasankan's gang. Sasankan orders Chandralekha to dance for him, which she does only after being flogged, but she soon escapes. He later ambushes Veerasimhan and takes him prisoner. Chandralekha watches Sasankan's men imprison Veerasimhan in a cave and seal its entrance with a boulder. She rescues him with the aid of elephants from a passing circus troupe. Veerasimhan and Chandralekha join the circus to hide from Sasankan's men. When Sasankan returns to the palace, he imprisons his parents, declares himself king and sends a spy to find Chandralekha. The spy sees Chandralekha performing in the circus, and tries to capture her. Veerasimhan saves her; they escape and join a group of gypsies. When Veerasimhan goes to find help, Sasankan's men capture Chandralekha and bring her to the palace. When Sasankan tries to woo Chandralekha, she pretends to faint every time he approaches her. One of her circus friends comes to Sasankan disguised as a gypsy healer and claims that she can cure Chandralekha of her "illness". Behind locked doors, the two women talk. Sasankan is pleased to find Chandralekha miraculously cured and apparently ready to accept him as her husband; in return, he agrees to her request for a drum dance at the royal wedding. Huge drums are arranged in rows in front of the palace. Chandralekha joins the dancers, who dance on the drums. Sasankan is impressed with Chandralekha's performance but, unknown to him, Veerasimhan's soldiers are hiding inside the drums. As the dance ends, they rush out and attack Sasankan's men. Veerasimhan confronts Sasankan, and their lengthy sword fight ends with Sasankan's defeat and imprisonment. Veerasimhan releases his parents and becomes the new king, with Chandralekha as his queen. ## Cast Cast according to the song book: - T. R. Rajakumari as Chandralekha - M. K. Radha as Veerasimhan - Ranjan as Sasankan - M. S. Sundari Bai as Sogusu - N. S. Krishnan as the circus buffoon - T. A. Mathuram as circus girl - L. Narayana Rao as the circus manager - Subbaiah Pillai as Chandra's father - V. N. Janaki as a gypsy girl - V. S. Susheela as a gypsy girl - Pottai H. Krishnamoorthy as a circus clown - N. Ramamurthi as a circus clown - T. A. Jayalakshmi as the palace nurse - Appanna Iyengar as the music maestro - T. E. Krishnamachariar as the king - Kakinada Rajarathnam as the queen - Seshagiri Bhagavathar as Singaru - T. V. Kalyani as Singaru's wife - N. Seetharaman as Veerasimhan's bodyguard - Velayudham as Sasankan's menial assistant - Veppathur Kittoo as a spy - Ramakrishna Rao as a sepoy - Varalakshmi as a circus girl - Sundara Rao as an officer - Surabhi Kamala as a gypsy woman - Seetharaman as the cart driver - N. Meera as Chandra's friend - Vijaya Rao as a palace guard - Sampathkumar as a palace guard - Balaraman as a palace guard - Gopala Krishnan as a palace guard - 100 Gemini Boys & 500 Gemini Girls ## Production ### Development After the box office success of Bala Nagamma (1942) and Mangamma Sabatham (1943), producer S. S. Vasan of Gemini Studios wanted his next film to be made on a grand scale, with no budgetary constraints. He asked the story department—K. J. Mahadevan, Kothamangalam Subbu, Sangu, Naina and Veppathur Kittoo—to write a screenplay. They saw Mangamma Sabatham and Bala Nagamma as "heroine-oriented stories", and suggested a similar story. The group told the story of Chandralekha, a tough woman who "outwits a vicious bandit, delivers the final insult by slashing off his nose and, as a finishing touch, fills the bloodied gaping hole with hot, red chilli powder". Vasan disliked the story's gruesomeness and vulgarity; he rejected it, but kept the heroine's name. Without waiting for a full story, Vasan announced that his next project would be entitled Chandralekha and publicised it heavily. Despite hard work by Gemini's writers, the story was not ready three months later. Vasan grew impatient, and told the writers that he would shelve Chandralekha in favour of Avvaiyyar (1953). After he gave them one more week, Kittoo discovered George W. M. Reynolds' novel, Robert Macaire, or the French Bandit in England. In the first chapter, he read: > A dark night in rural England and a mail coach convoy drawn by horses trots its way down a deserted leafy highway when suddenly, Robert Macaire, the fierce bandit and his henchmen emerge from the surrounding darkness and rob the convoy. Hiding under a seat is a young woman fleeing from a harsh, unhappy home. She is a dancer and when she refuses to dance the bandit whips her into submission. Vasan was impressed when Kittoo told him a story based on the chapter. He decided to continue with the film, and named the heroine Chandralekha. Although the story was developed by Kittoo, it was credited to the entire Gemini story department. T. G. Raghavachari was hired as director. ### Casting The script had two major roles: princes in a kingdom, the elder of whom was the hero and the younger the villain. M. K. Radha was offered the part of Sasankan, the younger prince. Since he was then known for heroic roles, Radha was unwilling to play a villain and instead agreed to play the older prince, Veerasimhan. His wife Gnanambal persuaded Vasan to cast Radha in the role. K. J. Mahadevan (a member of Gemini's story department) was chosen by Vasan to play Sasankan. Although some footage of Mahadevan was filmed, his performance was considered "too soft" and he was removed; however, he remained on the project as a scriptwriter and assistant director. When Raghavachari suggested Ranjan as Sasankan, Vasan was reluctant; although the producer initially considered the actor too effeminate to play a "steel-hard villain", Vasan eventually relented. Ranjan had committed to B. N. Rao's Saalivaahanan (1945), but Kittoo persuaded him to test for Chandralekha and Rao gave the actor a few days off. The screen test was successful, and Ranjan was cast. T. R. Rajakumari was chosen to play Chandralekha, replacing Vasan's first choice, K. L. V. Vasantha. Film historian Randor Guy believed Vasan chose Rajakumari over Vasantha because she was leaving Gemini for Modern Theatres. In April 1947 N. S. Krishnan, who had been convicted in the Lakshmikanthan murder case, was released from prison on appeal; Vasan recruited him and T. A. Mathuram to play the circus artists who help Veerasimhan rescue Chandralekha from Sasankan, with Mathuram's character named Sumathi. The script was rewritten, with scenes added to showcase the comic duo. P. A. Subbiah Pillai who played Venkatachalam in Gemini's Mangamma Sabatham, was credited as Subbiah Pillai and played Chandralekha's father. Madurai Sriramulu Naidu and S. N. Lakshmi made their acting debuts in the film; Naidu played a horseman, and Lakshmi was a dancer in the climactic drum-dance scene. Struggling stage actor V. C. Ganeshamurthy (later known as Sivaji Ganesan), who had contacted Kittoo several times for a role in Chandralekha, was interested in a minor role as Veerasimhan's bodyguard and grew his hair long for the part. Kittoo eventually brought Ganeshamurthy to Vasan, who had seen him perform onstage. Vasan turned the actor down, calling him "totally unsuited for films" and telling him to choose another profession; the incident created a permanent rift between Vasan and Ganeshamurthy. The role of the bodyguard was eventually given to N. Seetharaman, who later became known as Javar Seetharaman. Kothamangalam Subbu's wife, Sundari Bai, played a circus performer who helps Chandralekha escape from Sasankan. T. A. Jayalakshmi, in one of her earliest film roles, appeared briefly in one scene as a dancer. Veppathur Kittoo played Sasankan's spy and was an assistant director. Studio staff members, their families and passers-by were recruited as extras to play spectators in the circus scenes, and Vasan introduced Chandralekha in a voice-over during her circus performance. ### Filming Chandralekha began filming in 1943. Raghavachari directed more than half the film, but after differences of opinion with Vasan over the shooting of scenes at the Governor's Estate (now Raj Bhavan, Guindy) he left the project. Vasan took over, for his directorial debut. The film did not originally include circus scenes. Vasan decided to add them halfway through production, and the screenplay was changed. For the scene where Veerasimhan is freed from a cave by elephants, "hundreds" of circus elephants were used. Kittoo travelled throughout South India and Ceylon (now Sri Lanka), seeing over 50 circuses before he chose the Kamala Circus Company and Parasuram Lion Circus; Vasan employed Kamala for a month. The circus scenes were shot by K. Ramnoth. Kittoo reminisced about the cinematographer's work: > In those days, we had no zoom lenses and yet Ramnoth did it. One night, while Chandralekha is performing on the flying trapeze, she notices the villain's henchman in the front row. She is on her perch high up and he is seated in a ringside chair. Shock hits her and to convey the shock the camera zooms fast from her to the man. Today, with a fast zoom shot it can be done very easily, but there was no such lens forty years ago. Ramnoth did it using the crane. He planned it well and rehearsed the shot for long. He took the shot 20 times and selected the best "take". After Raghavachari's departure, the drum-dance scene he directed remained in the film. The scene involved 400 dancers and six months of daily rehearsals. It was designed by chief art director A. K. Sekhar, choreographed by Jayashankar and filmed with four cameras by Kamal Ghosh. Randor Guy estimated that the scene cost ₹500,000 (about US\$105,000 in 1948); in his 2015 book, Madras Studios: Narrative, Genre, and Ideology in Tamil Cinema, Swarnavel Eswaran Pillai estimated that the scene cost ₹200,000—the entire budget of a typical Tamil film of the period. The scene included the Kathakali and Bharatanatyam classical dances and the Sri Lankan Kandyan dance. A. Vincent, who later became an established cinematographer and director in Malayalam cinema, assisted Ghosh in this film. During post-production, Vasan asked Ramnoth his opinion of the scene when hundreds of Veerasimhan's warriors storm the palace to rescue Chandralekha from Sasankan. Although the scene's photography, shots and action had been unanimously praised by others, Ramnoth was quiet before saying that the suspense might be ruined if the scene was shown uncut. This sparked a discussion; Vasan advised the film editor Chandru to edit in accordance with Ramnoth's direction, and was impressed with the result. C. E. Biggs was the film's audio engineer. Chandralekha was in production for five years (1943–1948), with changes to its story, cast and filming which generated substantial time and cost overruns. The film ultimately cost ₹3 million (about \$600,000 in 1948), and was the most-expensive Indian film at the time. Vasan mortgaged all his property, received financial assistance from The Hindu editor Kasturi Srinivasan and sold his jewellery to complete the film. Adjusted for inflation, Chandralekha would have cost \$28 million in 2010. According to historian S. Muthiah, with the free-floating exchange rate in effect at the time it was the first film with a budget of over a million dollars made outside the United States. ## Themes and influences Although a period film, Chandralekha is not based on historical fact; its plot is based on the first chapter of Robert Macaire, or the French Bandit in England. Sasankan is based on Macaire and, according to film historian B. D. Garga, Chandralekha is "probably" based on a female dancer in the novel whom Macaire flogs when she refuses to dance; the film includes the scene from the novel. Garga noted that Chandralekha was also influenced by other Western literary and cinematic works, including the novel Blood and Sand (1908) and the films The Mark of Zorro (1920), Douglas Fairbanks in Robin Hood (1922), The Thief of Baghdad (1924) and Ben-Hur: A Tale of the Christ (1925). In December 1964, film historian Jerzy Toeplitz called the film an "extension and development" of the mythological genre: "The characters are mortals but behave like heavenly beings, and their movements and gestures, like those of the gods and heroes of the Mahabharata are impregnated with the miraculous." Toeplitz wrote that the story was a "mere pretext to hold together the different episodes, each of which builds up like a circus turn: the tension mounts to a culminating point, whereupon the next episode immediately takes over." According to Roy Armes' 1987 book, Third World Film Making and the West, Uday Shankar's 1948 Kalpana (also filmed at Gemini Studios) inspired Vasan to make Chandralekha. In the 2003 Encyclopaedia of Hindi Cinema, the film is described as a "Ruritanian period extravaganza". The climactic sword fight between Veerasimhan and Sasankan has been compared to the fight in the 1894 novel, The Prisoner of Zenda. In 1976, American film historian William K. Everson compared the comedians in Chandralekha to Laurel and Hardy. Although Randor Guy considers the film's drum-dance scene the first of its kind in Indian cinema, the 1947 film Naam Iruvar includes a scene when the lead actress' younger sister dances on drums to the Tamil poet Subramania Bharati's "Kottu Murase"; French film historian Yves Thoraval wrote that it "prefigured the dance that Chandralekha made famous the very next year." According to American film critic Jonathan Rosenbaum, the film "belongs to the same childhood continuum" as Fritz Lang's 1959 films The Tiger of Eschnapur and The Indian Tomb, both of which were set in India. In his 2009 book, 50 Indian Film Classics, film critic M. K. Raghavendra wrote that Chandralekha was constructed in a manner which "enables its narrative to incorporate elements drawn from virtually any kind of genre." According to Guy, the setting of the song "Naattiya Kuthirai" with Sundari Bai (including her dance and costume) were inspired by the 1943 musical film Coney Island. Film scholar Uma Vangal wrote that the film reflects Vasan's "vision of a truly democratic nation, based on equal rights for men and women" by portraying "a world where men and women work together to establish a rightful rule". ## Music Chandralekha's soundtrack was composed by S. Rajeswara Rao, with lyrics by Papanasam Sivan and Kothamangalam Subbu. R. Vaidyanathan and B. Das Gupta collaborated with M. D. Parthasarathy on the background music. Rajeswara Rao recalled in a 1993 interview for The Hindu that it took him over a year to compose the film's music, with much of his time devoted to the drum-dance scene: "As the dancers performed, we used to rehearse and compose the music. It was done with incredibly few instruments. We used a piano, ten double-bass violins, and drums from Africa, Egypt, and Persia which we have acquired from an African War troupe." Rao's salary was ₹1,500. The music was influenced by Carnatic and Hindustani music, Latin American and Portuguese folk music and Strauss waltzes. According to M. K. Raghavendra, Chandralekha has "snatches from [Richard] Wagner and [Nikolai] Rimsky-Korsakov (Scherezade) being used at dramatic moments." "Naattiya Kuthirai", not originally part of the film, was added during final production. Sundari Bai spent over a month rehearsing the song. M. D. Parthasarathy was the sole singer of "Aathoram Kodikkalam" and co-singer of "Naattiya Kuthirai". J. Cooling Rajaiah played accordion and piano in the film's gypsy song. The circus chorus was adapted from "The Donkey Serenade" in Robert Z. Leonard's 1937 film, The Firefly. Vasan offered most of the songs on the Hindi soundtrack to Uma Devi, who later became popularly known as Tun Tun. She initially hesitated, feeling that "[they] were beyond her capabilities", but was supported by Rajeswara Rao, who "worked hard on her". "Sanjh Ki Bela", from the Hindi soundtrack, is loosely based on "Sanjh Ki Bela Panchhi Akela" from Jwar Bhata (1944). Chandralekha's music helped make it one of the most-successful Indian musical films of the 1940s, and it "created an atmosphere for a number of music directors influenced by Western music" in Tamil cinema. ## Marketing The first advertisement for Chandralekha appeared on the back cover of the songbook for the film, Dasi Aparanji (1944). In the advertisement, Vasantha was the heroine before she was replaced by Rajakumari. With Chandralekha, Gemini was the first Tamil studio to attempt to distribute a film throughout India. According to film scholar P. K. Nair, it was the first Indian film with a full-page newspaper advertisement. In a 2010 Mumbai Mirror article, Vishwas Kulkarni wrote that ₹574,500 was spent on the film's newspaper publicity and ₹642,300 on posters, banners and billboards. Chandralekha's publicity campaign was the most expensive for an Indian film at the time; the publicity budget for a typical Indian film a decade earlier was about ₹25,000, and publicity for a "top Indian film" cost no more than ₹100,000 during the 1950s. According to Guy, the film's publicity campaign "made the nation sit up and take notice". A. K. Shekhar designed the publicity material, which included posters, booklets and full-page newspaper advertisements. Gemini Studios, inspired by American cinema, also produced a publicity brochure for distribution to exhibitors and the press. It contained a synopsis of the film, a pictorial account of key plot points, and text for use by local theatres. The booklet also had layouts for women's pages, a pictorial account of suggested marketing activities (such as "How to drape an Indian sari: Theatre demonstrations have a big draw") and information about the film's costumes. The costumes were hand-woven silk and gold; one gold-embroidered riding jacket was considered "the most expensive piece of outfitting ever used in a motion picture." ## Release Chandralekha was released on 9 April 1948 simultaneously in over 40 theatres throughout South India. A typical 1940s Tamil film was released in about ten towns, but Chandralekha was released simultaneously in 120 towns. The film was released in Japan as Shakunetsu-no kettō (灼熱の決闘, Fight Under the Red Heat) in April 1954, where it was distributed by Nippon Cinema Corporation (NCC). It was the first Tamil film dubbed in Japanese, and the second Indian film released in Japan; the first was the 1952 Hindi film Aan, which was released in Tokyo in January 1954. NCC later collapsed, and no information about Chandralekha's Japanese release survives. During the 1950s (when foreign currency was scarce in India), barter was a common means of exchange with overseas business partners; Reitaku University's Tamaki Matsuoka believes that this was the case with Chandralekha. An NCC pamphlet about the film called Vasan the "Cecil B. DeMille of the Indian film industry". A Danish version of the film, Indiens hersker (India's Ruler), was released on 26 April 1954. An abridged English-language version of Chandralekha, Chandra, was screened in the United States and Europe during the 1950s. Despite the film's positive reviews and good box-office performance, it was unable to recover its large production costs; Vasan remade it in Hindi in an attempt to do so. The Hindi version, distributed by The Screens (a company in Bombay, now Mumbai), was released on 24 December 1948. With over 600 prints it was a commercial success, setting box-office records. Vasan called Chandralekha "a pageant for our peasants", intended for "the war-weary public that had been forced to watch insipid war propaganda pictures for years." It was selected by the Indian government for screening at the fourth International Film Festival in Prague in 1949. The film's success made Madras a production centre for Hindi films. Five years after Chandralekha's success, Gemini paid its employees a bonus, one of the first studios in the world to do so. ## Reception ### Box office Although exact figures for the film's box-office earnings are not available, film-trade websites provide estimates. Box Office India cited the Hindi version's nett earnings as ₹7 million, and said that it was the second-highest-grossing Hindi film of 1948 (after Shaheed). As of February 2009, the website gave Chandralekha's adjusted nett gross as ₹37,98,00,000. According to the 1998 book Indian cinema: A Visual Voyage, by India's Ministry of Information and Broadcasting, Chandralekha grossed ₹20 million (equivalent to ₹2.3 billion or US\$28 million in 2023). Film historian B. D. Garga said in his 2005 book, Art Of Cinema, "The two versions—Tamil and Hindi—grossed millions." Sharmishtha Gooptu states in her 2010 book, Bengali Cinema: An Other Nation, that Chandralekha grossed ₹10 million (about \$2,100,000 in 1948) in India. A 2011 article by Namrata Joshi in Outlook says Chandralekha grossed ₹15.5 million with an audience of 30 million, "60% from rural India." Overseas in Japan, the film earned (\$) in ten days following its release in April 1954. It came close to the Japanese opening record of Aan, which had earned in ten days when it released there earlier in January 1954. ### Critical response #### India Chandralekha received generally-positive reviews from Indian critics. On 9 April 1948, an article from The Hindu said: "The Indian Screen has, indeed, in this Province or any other given us little that can bear comparison with Gemini's Chandraleka for the sheer magnificence of its backgrounds." In a review published on 10 April, a critic from The Indian Express article termed the film to be "essentially for the young of all ages and even the harassed house-wife will share the pleasure of children treated unexpectedly to a pride of lions, tigers, ponies and elephants showing their paces along with clowns and acrobats." A Dinamani article that day stated, "People who were depressed with the quality of our Tamil pictures so far can now raise their heads and hail proudly that a great picture can be produced in our land also." In contrast, Kumudam gave the film a lukewarm review: "Though the story is ordinary, the shocking events inserted into the narrative are something new to the Tamil cinema." The magazine criticised the film's songs and length, also noting the inconsistency in its time period where the king's office featured a wall clock and the king himself was writing with a quill. In its January 1949 issue Gundoosi magazine praised Chandralekha's Hindi version as an improvement on the Tamil version, noting that it had better dialogue and pacing. V. A. K. Ranga Rao called it "the most complete entertainer ever made." In their 1988 book, One Hundred Indian Feature Films: An Annotated Filmography, Anil Srivastava and Shampa Banerjee praised Chandralekha's grandeur, battle scenes and drum dance, which in their opinion was the film's "raison d'etre". In 2003, S. Muthiah called it "an epic extravaganza worthy of Cecil B. de. Mille" and "larger-than-life." In their 2008 book, Global Bollywood: Travels of Hindi Song and Dance, Sangita Gopal and Sujata Moorti wrote that Chandralekha translated "the aesthetic of Hollywood Orientalism for an indigenous mass audience", while also opining the film's drum-dance scene was "perhaps one of the most spectacular sequences in Indian cinema." In his 2009 book, 50 Indian Film Classics, M. K. Raghavendra wrote: "Indian films are rarely constructed in a way that makes undistracted viewing essential to their enjoyment and Chandralekha is arranged as a series of distractions". Raja Sen praised the film's set pieces, drum-dance sequence and the "longest swordfight ever captured on film" in May 2010 on Rediff, calling Chandralekha "just the kind of film, in fact, that would be best appreciated now after digital restoration." Randor Guy appreciated Rajakumari's performance in an October 2010 review, calling Chandralekha "her career-best" and saying that she "carried the movie on her shoulders." Guy also noted Radha was his "usual impressive self", saying that the film would be "remembered for: the excellent onscreen narration, the magnificent sets and the immortal drum dance sequence." #### International Reviewing the English version of Chandralekha, The New York Times called Rajakumari a "buxom beauty." When the film was screened in New York City in 1976, William K. Everson said: "It's a colorful, naive and zestful film in which the overall ingenuousness quite disarms criticism of plot absurdity or such production shortcomings as the too-obvious studio "exteriors" ... Last but far from least, Busby Berkeley would surely have been delighted to see his influence extending to the climactic drum dance." Jonathan Rosenbaum said in August 1981, "The prospect of a three-hour Indian film in [Tamil] with no subtitles is a little off-putting, I would say—wouldn't you?" However, Rosenbaum had "surprisingly little trouble following the plot and action" of the film: "This made-in-Madras costume drama makes for a pretty action-packed 186 minutes." In June 2009, K. S. Sivakumaran of Daily News Sri Lanka called Chandralekha "the first colossal [Tamil] film I saw." Malaysian author D. Devika Bai, writing for the New Straits Times in October 2013, praised its technical aspects: "At almost 68, I have not tired of watching the movie." ## Hindi version The Hindi version of Chandralekha was Vasan's first film in the language. For this version, Vasan re-shot several scenes and used a slightly different cast. Agha Jani Kashmiri and Pandit Indra wrote the dialogue for the Hindi version, while Indra and Bharat Vyas were the lyricists. Rajeswara Rao, who composed the soundtrack for both versions, was assisted by Bal Krishna Kalla on the Hindi version, while Parthasarathy and Vaidyanathan composed this version's background music. The Tamil version was over 18,000 feet (5,500 m) long, but the Hindi version was edited down to 14,495 feet (4,418 m). Although Rajakumari, Radha and Ranjan reprised their roles in the Hindi version, Radha and Ranjan's characters were renamed. Radha's character was Veer Singh in the Hindi version, and Ranjan's character was renamed Shashank. Of the other cast members, N. S. Krishnan, T. A. Mathuram, T. E. Krishnamachari, Pottai Krishnamoorthy and N. Seetharaman appeared only in the Tamil version, and Yashodra Katju and H. K. Chopra appeared only in the Hindi version. Nearly the entire cast were credited in the Tamil version, but only six—Rajakumari (credited as Rajkumari), Radha, Ranjan, Sundari Bai (credited as Sundri Bai), Katju and Narayana Rao (credited as Narayan Rao)—were credited in the Hindi version. ## Legacy With the film's success, Vasan became known as one of the best directors in Indian cinema. Kristin Thompson and David Bordwell, authors of Film History – An Introduction, called it "the biggest box-office hit of the decade." Guy later called Vasan the "Cecil B. DeMille of Tamil cinema", and called Chandralekha his "magnum opus." According to S. Muthiah, Vasan "pioneered making South Indian films in English." He inspired producer A. V. Meiyappan, who became a "master at publicity." The Hindi version's success gave South Indian producers the opportunity to market their Hindi films in North India. Chandralekha's publicity campaign had such an impact that Bombay producers passed a resolution that a limit should be imposed on advertisements for any film in periodicals. Vasan's Apoorva Sagodharargal (1949), also a success, is considered an unofficial sequel of the film. Chandralekha enhanced Rajakumari's and Ranjan's careers; both became popular throughout India after the film's release. Its climactic sword-fight scene was well received, and is considered the longest sword fight in Indian cinematic history. The drum-dance scene is considered the film's highlight, and later producers tried unsuccessfully to emulate it. Producer-director T. Rajendar said that he was inspired by the scene for a song scene budgeted at ₹10 million (equivalent to ₹43 million or US\$540,000 in 2023) in his 1999 film, Monisha En Monalisa. Film historian Firoze Rangoonwalla ranked Chandralekha's Hindi version eighth on his list of the top twenty films of Indian cinema. It was a major influence on Kamalakara Kameswara Rao's 1953 Telugu film, Chandraharam, featuring N. T. Rama Rao. On 26 August 2004, a postage stamp with Vasan and the drum dance was issued to commemorate the producer's centenary and the 35th anniversary of his death. In July 2007, S. R. Ashok Kumar of The Hindu asked eight Tamil film directors to list their all-time favourite Tamil films; two—Mahendran and K. Balachander—named Chandralekha. Mahendran said, "If anybody tries to remake this black-and-white film, they will make a mockery of it." According to Balachander, "Just like Sivaji today, people talked about Chandralekha in the past. Produced at a cost of ₹30 lakhs ([₹3 million], a huge sum at that time), it has grand sets. I have seen it 12 times." In December 2008, Muthiah said: "Given how spectacular it was—and the appreciation lavished on it from 1948 till well into the 1950s, which is when I caught up with it—I'm sure that if re-released, it would do better at the box office than most Tamil films today." In a 2011 interview with Indo-Asian News Service (IANS), Vyjayanthimala said that although people consider that she "paved the way" for other South Indian actresses in Hindi cinema, "the person who really opened the doors was S. S. Vasan ... When [Chandralekha was] released, it took the North by storm because by then they haven't seen that kind of lavish sets, costumes and splendour. So Vasan was the person who opened the door for Hindi films in the South." Chandralekha was K. Ramnoth's last film for Gemini Studios. Although he is often credited with shooting the drum-dance sequence, Ramnoth left the studio in August 1947, before the scene was conceived. Director Singeetam Srinivasa Rao told film critic Baradwaj Rangan that he disliked Chandralekha when he first saw it and recognised it as a classic only after 25 years, "a fact that the audiences realised in just two minutes." Film producer and writer G. Dhananjayan told The Times of India, "When you talk of black-and-white films, you cannot resist mentioning the 1948 epic Chandralekha ... That film's grandeur, be it in the sets, costumes, songs, dances and the fight sequences, still remains a benchmark even this day of colour and 3D films." In April 2012, Rediff included the film on its "A to Z of Tamil Cinema" list and said that Chandralekha "boasted an ensemble cast, great production values and a story that ensured it became a blockbuster all over India, the first of its kind." Chandralekha has been screened at many film festivals, and was shown in December 2012 at the 10th Chennai International Film Festival (a tribute to 100 years of Indian cinema). Chandralekha was screened in April 2013 at the Centenary Film Festival, organised by India's Ministry of Information and Broadcasting and the National Film Archive. It was one of eight Indian films screened at the 28th Italian Il Cinema Ritrovato in 2014 as part of "The Golden 50s: India's Endangered Classics", the festival's first Indian-cinema retrospective. In his Times of India review of Baahubali: The Beginning (2015), M. Suganth wrote that director S. S. Rajamouli had "take[n] his cues [for its visuals] from varied sources" (including Chandralekha). In a November 2015 interview with Sangeetha Devi Dundoo of The Hindu, actor Kamal Haasan said: "Visual appeal has always gone hand-in-hand with content, since the days of Chandralekha and [Mayabazar], not just after Baahubali."
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Pyotr Ilyich Tchaikovsky and the Belyayev circle
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Tchaikovsky's relations with a group of composers
[ "Pyotr Ilyich Tchaikovsky", "Romantic music", "Russian male composers" ]
Pyotr Ilyich Tchaikovsky's relations with the group of composers known as the Belyayev circle, which lasted from 1887 until Tchaikovsky's death in 1893, influenced all of their music and briefly helped shape the next generation of Russian composers. This group was named after timber merchant Mitrofan Belyayev, an amateur musician who became an influential music patron and publisher after he had taken an interest in Alexander Glazunov's work. By 1887, Tchaikovsky was firmly established as one of the leading composers in Russia. A favorite of Tsar Alexander III, he was widely regarded as a national treasure. He was in demand as a guest conductor in Russia and Western Europe, and in 1890 visited the United States in the same capacity. By contrast, the fortunes of the nationalistic group of composers known as The Five, which preceded the Belyayev circle, had waned, and the group had long since dispersed; of its members, only Nikolai Rimsky-Korsakov remained fully active as a composer. Now a professor of musical composition and orchestration at the Saint Petersburg Conservatory, Rimsky-Korsakov had become a firm believer in the Western-based compositional training that had been once frowned upon by the group. As a result of the time Tchaikovsky spent with the Belyayev circle's leading composers—Glazunov, Anatoly Lyadov and Rimsky-Korsakov—the somewhat fraught relationship he had previously endured with The Five would eventually meld into something more harmonious. Tchaikovsky's friendship with these men gave him increased confidence in his own abilities as a composer, while his music encouraged Glazunov to broaden his artistic outlook past the nationalist agenda and to compose along more universal themes. This influence grew to the point that Glazunov's Third Symphony became known as the "anti-kuchist" symphony of his ouvre ("kuchist" refers to "kuchka", the shortened Russian name for The Five) and shared several stylistic fingerprints with Tchaikovsky's later symphonies. Nor was Glazunov the only composer so influenced. Rimsky-Korsakov wrote about the Belyayev composers' "worship of Tchaikovsky and ... tendency toward eclecticism" that became prevalent during this period, along with a predilection toward "Italian-French music of the time of wig and farthingale" (that is, of the 18th Century) typified in Tchaikovsky's late operas The Queen of Spades and Iolanta. Over the long term, Tchaikovsky's influence over the Belyayev composers was not as great. Though they remained more eclectic in their musical approach and focused more on absolute music than The Five had done, they continued writing overall in a style more akin to Rimsky-Korsakov than to Tchaikovsky. Even Glazunov backed away from echoing Tchaikovsky strongly in his mature work, instead amalgamating nationalistic and cosmopolitan styles in an eclectic approach. The Belyayev composers also spread the nationalist musical aesthetic to Russia as a whole and were themselves an influence on composers well into the Soviet era. ## Tchaikovsky and Rimsky-Korsakov During 1884, the 44-year-old Tchaikovsky began to shed the unsociability and restlessness that had plagued him since his abortive marriage in 1878, and which had caused him to travel incessantly throughout Russia and Western Europe. In March 1884, Tsar Alexander III conferred upon him the Order of St. Vladimir (fourth class), which carried with it hereditary nobility, and won Tchaikovsky a personal audience with the Tsar. The Tsar's decoration was a visible seal of official approval, which helped Tchaikovsky's rehabilitation from the stigma associated with the conditions of his marriage. This rehabilitation may have been cemented in the composer's mind with the success of his Third Orchestral Suite at its January 1885 premiere in St. Petersburg, under Hans von Bülow's direction. Tchaikovsky wrote to his patroness Nadezhda von Meck: "I have never seen such a triumph. I saw the whole audience was moved, and grateful to me. These moments are the finest adornments of an artist's life. Thanks to these it is worth living and laboring." The press was likewise unanimously favorable. While he still felt a disdain for public life, Tchaikovsky now participated in it for two reasons—his increasing celebrity, and what he felt was his duty to promote Russian music. To this end, he helped support his former pupil Sergei Taneyev, now director of the Moscow Conservatory, by attending student examinations and negotiating the sometimes sensitive relations among various members of the staff. Tchaikovsky also served as director of the Moscow branch of the Russian Musical Society during the 1889–90 season. In this post, he invited a number of international celebrities to conduct, including Johannes Brahms, Antonín Dvořák and Jules Massenet. Tchaikovsky promoted Russian music both in his own compositions and in his role as a guest conductor. In January 1887 he substituted at the Bolshoi Theater in Moscow on short notice for the first three performances of his opera Cherevichki. Conducting was something the composer had wanted to master for at least a decade, as he saw that success outside Russia depended to some extent on conducting his own works. Within a year of the Cherevichki performances, Tchaikovsky was in considerable demand throughout Europe and Russia, which helped him overcome a life-long stage fright and boosted his self-assurance. Tchaikovsky's relationship with Rimsky-Korsakov had gone through changes by the time he visited St. Petersburg in November 1887. As a member of The Five, Rimsky-Korsakov had been essentially self-educated as a composer. He regarded Tchaikovsky with suspicion since he possessed an academic background and did not agree with the musical philosophy espoused by The Five. However, when Rimsky-Korsakov was appointed to a professorship at the Saint Petersburg Conservatory in 1871, he recognized that he was ill-prepared to take on such a task. He had also reached a compositional impasse, and realized he was essentially on a creative path leading nowhere. He sent a letter to Tchaikovsky in which he outlined his situation and asked what he ought to do. The letter "deeply touched and amazed" Tchaikovsky with its poignancy. As Tchaikovsky later relayed to Nadezhda von Meck, "Of course he had to study". Between 1871 and 1874, while he lectured at the Conservatory, Rimsky-Korsakov thoroughly grounded himself in Western compositional techniques, and came to believe in the value of academic training for success as a composer. Once Rimsky-Korsakov had made this turn-around, Tchaikovsky considered him an esteemed colleague, and, if not the best of friends, was at least on friendly terms with him. When the other members of The Five became hostile toward Rimsky-Korsakov for his change of attitude, Tchaikovsky continued to support Rimsky-Korsakov morally, telling him that he fully applauded what Rimsky-Korsakov was doing, and admired both his artistic modesty and his strength of character. Beginning in 1876, Tchaikovsky was a regular visitor to the Rimsky-Korsakov home during his trips to Saint Petersburg. At one point, Tchaikovsky offered to have Rimsky-Korsakov appointed to the directorship of the Moscow Conservatory, but he refused. Tchaikovsky's admiration extended to Rimsky-Korsakov's compositions. He wrote Rimsky-Korsakov that he considered Capriccio Espagnol "a colossal masterpiece of instrumentation" and called him "the greatest master of the present day". In his diary, Tchaikovsky confided, "Read [Rimsky-]Korsakov's Snow Maiden and marveled at his mastery and was even (ashamed to admit) envious". ## Glazunov Tchaikovsky was impressed with not only Rimsky-Korsakov's achievements but also those of the teenage Glazunov. A child prodigy, Glazunov had begun piano studies at the age of nine and to compose at the age of 11. At the age of 13, in 1879, he met Balakirev, who recommended Rimsky-Korsakov as a private tutor in musical composition, counterpoint and orchestration, and brought Rimsky-Korsakov an orchestral score Glazunov had written. "The boy's talent was indubitably clear", Rimsky-Korsakov remembered. Glazunov studied with Rimsky-Korsakov for a little less than two years, during which time he progressed, in Rimsky-Korsakov's words, "not by the day, but literally by the hour". He also continued to receive advice from Balakirev. At 16, he completed his First Symphony, which was successfully premiered under Balakirev's direction on March 29, 1882. Present at this performance was Mitrofan Belyayev, a lumber baron and amateur musician who would take the young composer under his wing, and composer Sergei Taneyev, who was a close friend of Tchaikovsky. Glazunov would eventually become a professor at the Saint Petersburg Conservatory, and later its director. Tchaikovsky began showing a keen interest in Glazunov shortly after hearing about the premiere of Glazunov's First Symphony from Taneyev. At that time, Tchaikovsky wrote Balakirev, "Glazunov interests me greatly. Is there any chance that this young man could send me the symphony so that I might take a look at it? I should also like to know whether he completed it, either conceptually or practically, with your or Rimsky-Korsakov's help." Balakirev replied, "You ask about Glazunov. He is a very talented young man who studied for a year under Rimsky-Korsakov. When he composed his symphony, he did not need any help." Tchaikovsky studied the score for Glazunov's First String Quartet, and wrote his brother Modest, "Despite its imitation of [Rimsky-]Korsakov ... a remarkable talent is discernible." Glazunov later sent Tchaikovsky a copy of his Poème lyrique for orchestra, about which Tchaikovsky had written enthusiastically to Balakirev, and had recommended for publication to his publisher P. Jurgenson. According to critic Vladimir Stasov, Glazunov and Tchaikovsky first met in October 1884 at a gathering hosted by Balakirev. Glazunov was then 19 years old. Tchaikovsky was in Saint Petersburg because his opera Eugene Onegin was being performed at the Mariinsky Theater. Glazunov later wrote that while the nationalists' circle "was no longer so ideologically closed and isolated as it had been earlier", they "did not consider P.I. Tchaikovsky one of our own. We valued only a few of his works, like Romeo and Juliet, The Tempest, Francesca [da Rimini] and the finale of the Second Symphony. The rest of his output was either unknown or alien to us". Tchaikovsky's presence won over Glazunov and the other young members present, and his conversation with them "was a fresh breeze amid our somewhat dusty atmosphere ... Many of the young musicians present, including Lyadov and myself, left Balakirev's apartment charmed by Tchaikovsky's personality. ... As Lyadov put it, our acquaintance with the great composer was a real occasion." Glazunov adds that his relationship with Tchaikovsky changed from the elder composer being "not ... one of our own" to a close friendship that would last until Tchaikovsky's death. "I met Tchaikovsky quite often both at Balakirev's and at my own home", Glazunov remembered. "We usually met over music. He always appeared in our social circle as one of the most welcome guests; besides myself and Lyadov, Rimsky-Korsakov and Balakirev were also constant members of our circle." This circle, with which Tchaikovsky would spend an increasing amount of time in the last couple of years of his life, would come to be known as the Belyayev circle, named after its patron, Belyayev. According to musicologist Richard Taruskin, Belyayev, through his financial influence, would shape Russian music more greatly and lastingly than either Balakirev or Stasov were able to do. ## Belyayev and his circle Belyayev was one of a growing number of Russian nouveau-riche industrialists who became patrons of the arts in mid- to late-19th-century Russia; their number included Nadezhda von Meck, railway magnate Savva Mamontov and textile manufacturer Pavel Tretyakov. While Nadezhda von Meck insisted on anonymity in her patronage in the tradition of noblesse oblige, Belyayev, Mamontov and Tretyakov "wanted to contribute conspicuously to public life". They had worked their way up into wealth, and being Slavophilic in their national outlook believed in the greater glory of Russia. Because of this belief, they were more likely than the aristocracy to support native talent, and were more inclined to support nationalist artists over cosmopolitan ones. This preference was not due to any social agenda inherent in the art, but due to "its sympathetic and skillful portrayal of peculiar aspects of landscape, of daily life, and of character types with which they were familiar and which they lived", and it paralleled a general upsurge in nationalism and Russophilia that became prevalent in mainstream Russian art and society. An amateur viola player and chamber music enthusiast, Belyayev hosted "quartet Fridays" at his home in Saint Petersburg. A frequent visitor to these gatherings was Rimsky-Korsakov, who had met Belyayev in Moscow in 1882. Belyayev became a music patron after he had heard the Glazunov's First Symphony. Not only did Glazunov become a fixture at the "quartet Fridays", but Belyayev also published Glazunov's work and took him on a tour of Western Europe. This tour included a visit to Weimar, Germany, to present the young composer to Franz Liszt, and where Glazunov's First Symphony was performed. Soon Belyayev became interested in other Russian composers. In 1884 he set up an annual Glinka Prize, named after pioneer Russian composer Mikhail Glinka (1804–1857). In 1885, disgusted with the quality of music publishing in Russia and the lack of foreign copyright for works printed there, he founded his own publishing firm in Leipzig, Germany. This firm initially issued works by Glazunov, Rimsky-Korsakov, Lyadov and Borodin at its own expense, and would boast a catalog of over 2000 works, all written by Russian composers, by the time of the October Revolution in 1917. At Rimsky-Korsakov's suggestion, Belyayev also founded his own concert series, the Russian Symphony Concerts, open exclusively to Russian composers. Among the works written especially for this series were the three by Rimsky-Korsakov for which he is currently best known in the West—Scheherazade, the Russian Easter Festival Overture and Capriccio Espagnol. These concerts would last until the October Revolution, and by 1910 would host premieres of 165 works. Belyayev set up an advisory council, made up of Glazunov, Lyadov and Rimsky-Korsakov, to select which among the many composers appealing for help should be assisted, either through money, publication or performances. This council would look through the compositions and appeals submitted and suggest which were deserving of patronage and public attention. Though the three worked together, Rimsky-Korsakov became the de facto leader of the group. "By force of matters purely musical I turned out to be the head of the Belyayev circle", he wrote. "As the head Belyayev, too, considered me, consulting me about everything and referring everyone to me as chief." The group of composers who now congregated with Glazunov, Lyadov and Rimsky-Korsakov were nationalistic in their outlook, as the Five before them had been. Like The Five, they believed in a uniquely Russian style of classical music that utilized folk music and exotic melodic, harmonic and rhythmic elements, as exemplified by the music of Balakirev, Borodin and Rimsky-Korsakov. Unlike The Five, these composers also believed in the necessity of an academic, Western-based background in composition. The necessity of Western compositional techniques was something that Rimsky-Korsakov had instilled in many of them in his years at the Saint Petersburg Conservatory. Compared to the "revolutionary" composers in Balakirev's circle, Rimsky-Korsakov found those in the Belyayev circle to be "progressive ... attaching as it did great importance to technical perfection, but ... also broke new paths, though more securely, even if less speedily. ..." ## Visits in 1887 In November 1887, Tchaikovsky arrived in Saint Petersburg in time to hear several of the Russian Symphony Concerts. One of these concerts included the first complete performance of his First Symphony, subtitled Winter Daydreams, in its final version. Another concert featured the premiere of Rimsky-Korsakov's Third Symphony in its revised version. Before this trip, Tchaikovsky had spent considerable time corresponding with Rimsky-Korsakov, Glazunov and Lyadov, and during his visit, he spent much time in the company of these men. Nine years earlier, Tchaikovsky had penned a ruthless dissection of The Five for Nadezhda von Meck. At that time, his feelings of personal isolation and professional insecurity had been at their strongest. In the nine intervening years, Mussorgsky and Borodin had both died, Balakirev had banished himself to the musical sidelines, and Cui's critical missives had lost much of their sting for Tchaikovsky. Rimsky-Korsakov was the only one left who was fully active as a composer, and much had changed in the intervening years between him and Tchaikovsky as a result of Rimsky-Korsakov's change in musical values. Tchaikovsky had also changed. More secure as a composer and less isolated personally than he had been in the past, Tchaikovsky enjoyed the company he now kept with Glazunov, Lyadov and Rimsky-Korsakov, and found much to enjoy in their music. Tchaikovsky admired several of the pieces he heard during these concerts, including Rimsky-Korsakov's symphony and Glazunov's Second Overture on Greek Themes. He promised both Glazunov and Rimsky-Korsakov that he would secure performances of their works in concerts in Moscow. When these arrangements did not arise as planned, Tchaikovsky made urgent covert attempts to make good on his promises, especially to Rimsky-Korsakov, whom he now called "an outstanding figure ... worthy of every respect". In December 1887, on the eve of his departure to tour as a guest conductor through Western Europe, Tchaikovsky stopped in Saint Petersburg and consulted with Glazunov, Lyadov and Rimsky-Korsakov on a detailed program of Russian music that he might lead in Paris. Though this opportunity did not arise, it shows his openness to promoting works by the Belyayev circle as his duty to promote Russian music. ## Lyadov Though they had previously corresponded, Tchaikovsky made the personal acquaintance of another Rimsky-Korsakov pupil, Lyadov, during his November 1887 visit. Lyadov had the dubious distinction of being expelled from the Saint Petersburg Conservatory for cutting classes—a move on the part of the Conservatory that Rimsky-Korsakov had upheld. Lyadov was eventually readmitted, and became friends with Rimsky-Korsakov. He also assisted Rimsky-Korsakov and Balakirev in editing the orchestral scores of Borodin, and Rimsky-Korsakov and Alexander Borodin on scoring the "Polovtsian Dances" from Borodin's opera Prince Igor in 1878. Like Rimsky-Korsakov and Glazunov, Lyadov would become a professor at the Saint Petersburg Conservatory and a leading member of the Belyayev circle. Lyadov never totally shed his penchant for indolence and procrastination, and this would cost him the commission for the ballet The Firebird from impresario Sergei Diaghilev; the commission would go to the young Igor Stravinsky. Rimsky-Korsakov noted Lyadov's talent, as did Mussorgsky, who described Lyadov to Stasov in 1873 as "a new, unmistakable, original and Russian young talent". Tchaikovsky, however, had been unimpressed. In 1882, the publisher Besel asked Tchaikovsky's opinion about an Arabesque for solo piano that Lyadov had written. Tchaikovsky replied, "It is impossible to envisage any thing more vapid in content than this composer's music. He has many interesting chords and harmonic sequences, but not a single idea, even of the tiniest sort." Before meeting Lyadov personally, Tchaikovsky may have been softening this stance. He decided to present the young composer a copy of the score of his Manfred Symphony, and once he had actually met the person whom Tchaikovsky authority David Brown called "indolent, fastidious, very private yet very engaging", his attitude toward Lyadov took a sharp turn for the better. The younger composer became known as "dear Lyadov". ## New confidence and advocacy Two concerts Tchaikovsky heard in Saint Petersburg in January 1889, where his music shared the programs with compositions by the New Russian School (as the Belyayev circle was also called), proved a major watershed. Tchaikovsky recognized that while he had maintained good personal relations with some members of the Balakirev circle, and perhaps some respect, he had never been recognized as one of them. Now with his joint participation in these concerts, he realized he was no longer excluded. He wrote to Nadezhda von Meck that while he found Cui to be "an individual deeply hateful to me ... this in no way hinders me from respecting or loving such representatives of the school as Balakirev, Rimsky-Korsakov, Lyadov, Glazunov, or from considering myself flattered to appear on the concert platform beside them". This confession showed a wholehearted willingness for Tchaikovsky to have his music heard alongside that of the nationalists. In giving this opinion, Tchaikovsky showed an implicit confidence in his own music, and the realization that it compared favorably to any number of their compositions. He had nothing to fear from whatever comparisons might result. Nor did he confine his views to private consumption. Tchaikovsky openly supported the musical efforts of Glazunov, Lyadov and Rimsky-Korsakov, despite a widely held view that they were musical enemies. In an interview printed in the weekly newspaper Saint Petersburg Life (Peterburgskaia zhizn''') in November 1892, he said, > According to the view that is widespread among the Russian music public, I am associated with the party that is antagonistic to the one living Russian composer I love and value above all others—Nikolai Rimsky-Korsakov. ... In a word, despite our different musical identities, it would seem we are following a single path; and I, for my part, am proud to have such a fellow traveler. ... Lyadov and Glazunov are also numbered among my opponents, yet I sincerely love and value their talent. With this new-found confidence came increased contact between Tchaikovsky and the Belyayev circle. Rimsky-Korsakov wrote, "In the winter of spring of 1891 [actually 1890] Tchaikovsky came to Saint Petersburg on quite a long visit, and from then dated his closer intimacy with Belyayev's circle, particularly with Glazunov, Lyadov, and me. In the years following, Tchaikovsky's visits became quite frequent." ## Increased acceptance by the Belyayev circle Glazunov and Lyadov were friendly with Tchaikovsky and were charmed by him. Glazunov studied Tchaikovsky's works and "found much that was new ... that was instructive for us as young musicians. It struck me that Tchaikovsky, who was above all a lyrical and melodic composer, had introduced operatic elements into his symphonies. I admired the thematic material of his works less than the inspired unfolding of his thoughts, his temperament and the constructural perfection." Taruskin writes, "A sense of what Tchaikovsky meant to Glazunov may be gained by comparing the latter's Second Symphony, on which he was working at the time of Tchaikovsky's visit ... and the Third, which he completed after a long gestation in 1890—and which he dedicated to Tchaikovsky." Taruskin calls the Second Symphony "a veritable summa of latterday kuchkism", with a number of stylistic fingerprints taken from Balakirev, Borodin and Rimsky-Korsakov. With the Third Symphony, Glazunov attempted to reach beyond the nationalist style to reflect what he felt were universal forms, moods and themes. Tchaikovsky's influence is clear in the work's lyrical episodes, in its themes and key relations, reminiscent of Tchaikovsky's Fourth and Fifth Symphonies, and in its orchestration, full of "dark doublings" and subtle instrumental effects hearkening to Tchaikovsky's style. Glazunov was not the only composer among the Belyayev circle influenced by Tchaikovsky's music. Rimsky-Korsakov wrote in his memoirs that "a worship of Tchaikovsky and a tendency toward eclecticism" grew stronger among many of the Belyayev composers at this time, along with "a predilection ... for Italian-French music of the time of wig and farthingale [that is, of the 18th century], music introduced by Tchaikovsky in his [late operas] The Queen of Spades and Iolanta." Even Rimsky-Korsakov was not immune. Taruskin writes that the seventh scene of Rimsky-Korsakov's opera Christmas Eve, written in 1895, is "replete with 'wig and farthingale' music", based on the second act of The Queen of Spades. While he remained genial in public, Rimsky-Korsakov personally found the situation with Tchaikovsky more conflicting. He was uncomfortable that Tchaikovsky was becoming more popular among Rimsky-Korsakov's followers, and had developed a jealous resentment of Tchaikovsky's greater fame. He confessed his fears to his friend, the Moscow critic Semyon Kruglikov, writing that if Tchaikovsky followed through with a contemplated move to Saint Petersburg, a group of followers "will immediately form around him, which Lyadov and Glazunov will certainly join, and after them many others ... [O]ur youth will drown (and not only our youth—look at Lyadov) in a sea of eclecticism that will rob them of their individuality." About this eclecticism, and Tchaikovsky's part in it, Rimsky-Korsakov wrote in his memoirs, seemingly matter-of-factly, "By this time quite an accretion of new elements and young blood had accumulated in Belyayev's circle. New times, new birds, new songs." Yet to Kruglikov he confessed in 1890, "New times, new birds, new birds [sic], new songs—except our birds are not so new, and the new songs they sing are worse than the old ones." Even with these private reservations, when Tchaikovsky attended Rimsky-Korsakov's nameday party in May 1893, along with Belyayev, Glazunov and Lyadov, Rimsky-Korsakov asked Tchaikovsky personally if he would conduct four concerts of the Russian Musical Society in Saint Petersburg the following season. After some hesitation, Tchaikovsky agreed. As a condition for Tchaikovsky's engagement, the Russian Musical Society required a list of works that he planned to conduct. Among the items on the list Tchaikovsky supplied were Rimsky-Korsakov's Third Symphony and Glazunov's orchestral fantasy The Forest. At the first of these appearances, on October 28, 1893, Tchaikovsky conducted the premiere of his Sixth Symphony, along with his First Piano Concerto with Adele aus der Ohe as soloist. Tchaikovsky did not live to conduct the other three concerts, as he died on November 6, 1893. Rimsky-Korsakov stood in for him at the second of these events, an all-Tchaikovsky concert in memory of the composer, on December 12, 1893. The program included the Fourth Symphony, Francesca da Rimini, Marche Slave and some solo piano works played by Felix Blumenfeld. ## Legacy While the Belyayev circle remained a nationalistic school of composition, its exposure to Tchaikovsky and his music made it more readily amenable to Western practices of composition, producing works that were a synthesis of nationalist tradition and Western technique. Overall, however, the degree of influence Tchaikovsky's music had on the Belyayev composers was short-lived. They generally continued stylistically from where The Five stopped, falling back on clichés and mannerisms taken from the works of Rimsky-Korsakov and Balakirev. Even in the case of Glazunov, who was deeply influenced by Tchaikovsky's music when he wrote his Third Symphony, the shadow of Tchaikovsky would become less prevalent with his subsequent symphonies, and he would reconcile it, along with the earlier influences of Balakirev, Borodin and Rimsky-Korsakov, into an eclectic mature style. This eclecticism, according to musicologist Boris Schwarz, would effectively rob Glazunov's music of "the ultimate stamp of originality", and its academicism would tend to overpower Glazunov's inspiration. These traits would hold true for works by other Belyayev composers, as well, with the "gradual academization of the Russian school" leading to "the emergence of production-line 'Russian style' pieces, polished and correct, but lacking originality". Tchaikovsky's music remained popular in Russia as well as abroad, and his scholarly prowess was admired by the Belyayev circle; however, these composers chose not to emulate his style. Composers who wished to be part of this group and desired Belyayev's patronage had to write in a musical style approved by Glazunov, Lyadov and Rimsky-Korsakov. That approved style, Maes writes, included harmonies from the coronation scene in Mussorgsky's opera Boris Godunov, the colorful harmonization and octotonicism of Rimsky-Korsakov's operas Mlada and Sadko, and Balakirev's folk-song stylizations. These elements "served as a store of recipes for writing Russian national music. In the portrayal of the national character ... these techniques prevailed over the subjects portrayed." Taruskin writes that echoing this style of writing became the prime order of business, with absolute music such as symphonies and chamber works preferred over the program music favored by The Five, and quasi-oriental themes such as those used in Balakirev's Islamey and Rimsky-Korsakov's Scheherazade scoffed at. The trend toward writing in the preferred style would continue at the Saint Petersburg Conservatory after Rimsky-Korsakov's retirement in 1906, with his son-in-law Maximilian Steinberg in charge of composition classes at the Conservatory through the 1920s. Dmitri Shostakovich would complain about Steinberg's musical conservatism, typified by such phrases as "the inviolable foundations of the kuchka", and the "sacred traditions of Nikolai Andreyevich [Rimsky-Korsakov]". (Kuchka, short for Moguchaya kuchka'' or "Mighty Handful", was another name for The Five.) Eventually, the Belyayev aesthetic spread as more of its composers took up academic posts in music conservatories throughout Russia. Mikhail Ippolitov-Ivanov became director of the Moscow Conservatory, where Tchaikovsky had once exerted great influence, and Reinhold Glière likewise in Kiev, ensuring that these institutes "retained a direct link with the Belyayev aesthetic". The triumph of the Belyayev circle could be seen as the worst of both worlds from The Five and Tchaikovsky for two reasons. First, from Tchaikovsky and Rimsky-Korsakov, the Belyayevets realized the importance of a solid academic grounding, but they took the importance of their conservatory training to extremes, and devolved into academicism and epigonism. They failed to take into account that Tchaikovsky transcended what authority David Brown calls "the heavy conditioning of his conservatory training" through his "innate Russianness and his love of his own country's folk music", and that Rimsky-Korsakov similarly transcended a period of extremely pedantic music writing to arrive at a more balanced style. Second, the Belyayevets got the idea from The Five of a school to which all members would adhere, but they took adherence to their school to the point of mediocrity, with "a safe conformism" becoming "increasingly the rule". This was the point that composer César Cui, a former member of The Five, made in his article "Fathers and Sons" in 1888, when he wrote, "Despite the frequent contact of all the fathers with one another, each of them preserved intact his individuality. It is enough to glance at a single page of music by one of the fathers to say with certainty that it is the work of Borodin, Balakirev, Mussorgsky, Tchaikovsky, or [Rimsky-]Korsakov. The music of the sons is the music of clones." Taruskin adds, > The institutionalization and professionalization of musical life against which Stasov had fought tooth and nail in the 1860s was now a fait accompli, and composers of the New Russian School occupied all seats of authority. They "extended despotic power over the style and form" of their students' work, attempting to "force it into a certain academic mold." They presided over "a fruitless distribution of awards and prizes" and oversaw the "proliferation of volumes of worthless compositions."
9,297,821
Invisible rail
1,172,909,858
Large flightless bird endemic to Indonesia
[ "Birds described in 1860", "Birds of the Maluku Islands", "Endemic birds of Halmahera", "Fauna of Halmahera", "Flightless birds", "Rallidae", "Taxa named by George Robert Gray" ]
The invisible rail, Wallace's rail, or drummer rail (Habroptila wallacii) is a large flightless rail that is endemic to the island of Halmahera in Northern Maluku, Indonesia, where it inhabits impenetrable sago swamps adjacent to forests. Its plumage is predominantly dark slate-grey, and the bare skin around its eyes, the long, thick bill, and the legs are all bright red. Its call is a low drumming sound which is accompanied by wing-beating. The difficulty of seeing this shy bird in its dense habitat means that information on its behaviour is limited. Recorded dietary items include sago shoots and insects, and it also swallows small stones to help break up its food. It is apparently monogamous, but little else is known of its courtship behaviour. The only known nest was a shallow bowl in the top of a rotting tree stump that was lined with wood chips and dry leaves. The two young chicks were entirely covered in black down typical of precocial newly hatched rails. The estimated population of 3,500–15,000 birds and the restricted range mean that the invisible rail is classified as vulnerable by the International Union for Conservation of Nature (IUCN). Habitat loss has occurred through the harvesting of sago and conversion of the wetlands to rice cultivation, and the rail is eaten by local people. The described nest was in an area frequented by local villagers, so the rail may be more adaptable to habitat changes than had been thought. ## Taxonomy The rails are a large and very widespread family, with nearly 150 species. They are small to medium-sized, terrestrial or wetland birds, and their short bodies are often flattened laterally to help them move through dense vegetation. Island species readily become flightless; of 53 extant or recently extinct taxa restricted to islands, 32 have lost the ability to fly. The invisible rail, first classified by English zoologist George Robert Gray in 1860, is the only member of the monotypic genus Habroptila. The genus name Habroptila derives from the Greek habros, "delicate, pretty, splendid" and ptilon, "feather, wing"; wallacii commemorates British zoologist Alfred Russel Wallace. Local names include "soisa", "tibiales" and "rèie". This rail is related to the New Guinea flightless rail, Megacrex inepta, and the chestnut rail, Eulabeornis castaneoventris, all three Australasian genera probably being derived from Amaurornis ancestors. Storrs Olson argued that the genus Megacrex was so similar to Habroptila that Megacrex should be considered a junior synonym of Habroptila, resulting in two species in the genus. This was further lumped in Sidney Dillon Ripley's 1977 monograph of the Rallidae; he included Habroptila within the large genus Rallus. This suggestion was not accepted by Gerlof Fokko Mees, who pointed out distinct differences in the shape and structure of the bill. A 2012 molecular phylogenetic analysis based on mitochondrial DNA sequence similarity found that Habroptila is part of evolutionary radiation within the broad genus Gallirallus that took place around 400,000 years ago in the region. A 2014 genetic study found that it formed a clade with the extinct Hawkins's rail of the Chatham Islands, New Zealand, the divergence was estimated to have taken place around 10 million years ago, this clade was in turn sister to Gallirallus. ## Description The invisible rail is a large, 33 to 40 cm (13–16 in) long, flightless bird. The adult has a mainly dark slate-grey body, dark brown plumage on the lower back, rump and wings, and a black uppertail. Its underparts are slightly paler slate-grey than the back, and the bare skin around the eye, the long, thick bill and the strong legs are bright red. It has a small spine at the bend of the wings. The sexes are identical in appearance; the plumage of fledged immature birds has not been described. The invisible rail is superficially similar to the purple swamphen, Porphyrio porphyrio, which has recently been found in Halmahera, but that species is larger, with a short, thick red bill and a red forehead shield; it also has purple underparts and a white undertail. The invisible rail is different from the Calayan rail, Gallirallus calayanensis, in that it is larger and lacks the barred plumage of that species; there is no overlap between the ranges of the two species. The call is a low drumming, accompanied by a tuk, tuk, tuk made with the wings. The nature of the vocalisation led to a local legend that the sound is made by the bird beating on a hollow tree or branch with its feet. Gerd Heinrich noted the local name "soisa", meaning drum, and described the call as being a subdued drumming purre – purre – purre – purre – purre which sometimes ends in a loud shrill scream. The bird also produced a dull hum similar to the voice of the banded pig (Sus scrofa vittatus) and reminiscent of the call of the snoring rail (Aramidopsis plateni). Calling is most frequent in the early morning or late evening, and a human tapping a sago stem with a machete may elicit a response from the bird. A quieter version of the call is given at the nest. Other sounds attributed to this rail, such as loud screams, may be incorrect, since they are like those produced by the pale-vented bush-hen (Amaurornis moluccana). ## Distribution and habitat The invisible rail inhabits the dense, spiky sago swamps of Halmahera, particularly where forest adjoins the boggy areas. Claims that the rail occurs in alang-alang grass are thought to have arisen from confusion with the pale-vented bush-hen. German ornithologist Gerd Heinrich, who prepared for his Halmahera trip by rolling in stinging nettles, wrote of the sago swamp habitat in the 1930s: > I am solidly confident no European has ever seen this rail alive, for that requires such a degree of toughening and such demands on oneself as I cannot so easily attribute to others. Habroptila is shielded by the awful thorns of the sago swamps... In this thorn wilderness, I walked barefoot and half-naked for weeks. Sightings of the rail from 1950 to 2003 were from a restricted area of West Halmahera Regency, at the base of the western peninsula of the island, but it was recorded prior to 1950 as far as the southern point of Halmahera. More recent records showed that it is still present in a significantly larger area, including the northeast of the island, and locals claim that it also occurs in the swamps near Kao, in the northwest. ## Behaviour The difficult habitat and retiring nature of the invisible rail mean that information on its lifestyle is sparse, and there are few confirmed sightings. Recorded food items include sago shoots and insects. It also feeds at cut sago plants, although it is unclear whether it is eating the decaying plant or searching for other edible items. It swallows small stones, as do all rails, to help break up its food in the gizzard. The invisible rail is thought to be monogamous, but little else is known of its courtship behaviour prior to nesting. A report of four or five striped chicks was long thought to be incorrect, since such a plumage is not normal for rails. In this family, chicks are typically precocial, downy and black, with any ornamentation confined to the head, bare flesh, or specially modified plume feathers. The issue was resolved in November 2010 when a nest was found in the top of a rotting tree stump, 1 m (39 in) above ground level and 46 m (151 ft) in from the edge of a dry swamp forest in Aketajawe-Lolobata National Park. The nest depression was 15 cm (5.9 in) in depth, with a lower layer of small wood chips at its base and a lining of dead leaves. The egg shells were brownish-white with dark brown and black markings of different sizes. The two very young chicks were entirely covered in black down, contrasting with a white pollux (the equivalent of the thumbnail on a human hand) and pink index nail. The bill was black with a white tip, and the legs were black-streaked brown. The eyes had grey irises and blue pupils. Rail chicks leave the nest soon after hatching, so the chicks were assumed to be only a day or two old. ## Status Bird species with a restricted range are especially vulnerable to human activities, and eight of the 26 bird species occurring only in the Northern Maluku Endemic Bird Area are threatened, including the invisible rail. Almost a quarter of all rail species have conservation concerns, and flightless island species are particularly at risk, at least 15 species having become extinct since 1600. The estimated population of the invisible rail is 3,500–15,000 birds, and its restricted range and small population mean that the species is classified as vulnerable by the International Union for Conservation of Nature (IUCN), although this rail is so poorly known that it may be more common than the estimates suggest. Habitat loss has occurred through commercial harvesting of the sago, or conversion to rice cultivation and fishponds. The rail is prized food for local people who catch it with traps made from strings of bark and hunt it with dogs. The only described nest was in an area well-used by local villagers, and the rail may be more adaptable to habitat changes than had been thought. There were also several sightings in northeast Halmahera in 2008 and 2011, extending the area in which this bird has been seen in recent years. ## Cited texts
32,234,942
The Cenotaph
1,172,573,507
War memorial in Whitehall, London
[ "1920 sculptures", "British military memorials and cemeteries", "Buildings and structures completed in 1920", "Cenotaphs in the United Kingdom", "Grade I listed buildings in the City of Westminster", "Grade I listed monuments and memorials", "Limestone sculptures in the United Kingdom", "Military memorials in London", "War memorials by Edwin Lutyens", "Whitehall", "Works of Edwin Lutyens in England", "World War I memorials in the United Kingdom", "World War II memorials in the United Kingdom" ]
The Cenotaph is a war memorial on Whitehall in London, England. Designed by Sir Edwin Lutyens, it was unveiled in 1920 as the United Kingdom's national memorial to the British and Commonwealth dead of the First World War, was rededicated in 1946 to include those of the Second World War, and has since come to represent British casualties from later conflicts. The word cenotaph is derived from Greek, meaning 'empty tomb'. Most of the dead were buried close to where they fell; thus, the Cenotaph symbolises their absence and is a focal point for public mourning. The original temporary Cenotaph was erected in 1919 for a parade celebrating the end of the First World War, at which more than 15,000 servicemen, including French and American soldiers, saluted the monument. More than a million people visited the site within a week of the parade. Calls for the Cenotaph to be rebuilt in permanent form began almost immediately. After some debate, the government agreed and construction work began in May 1920. Lutyens added entasis (curvature) but otherwise made minimal design alterations. The Cenotaph is built from Portland stone. It takes the form of a tomb chest atop a rectangular pylon, which diminishes as it rises. Three flags hang from each of the long sides. The memorial is austere, containing almost no decoration. The permanent Cenotaph was unveiled by King George V on 11 November 1920 in a ceremony combined with the repatriation of the Unknown Warrior, an unidentified British serviceman to be interred in Westminster Abbey. After the unveiling, millions more people visited the Cenotaph and the Unknown Warrior. The memorial met with public acclaim and has largely been praised by academics, though some Christian organisations disapproved of its lack of overt religious symbolism. The Cenotaph has been revered since its unveiling, and while nationally important has been the scene of several political protests and vandalised with spray paint twice in the 21st century. The National Service of Remembrance is held annually at the site on Remembrance Sunday; it is also the scene of other remembrance services. The Cenotaph is a grade I listed building and forms part of a national collection of Lutyens's war memorials. Dozens of replicas were built in Britain and other Commonwealth countries. While there was no set or agreed standard for First World War memorials, the Cenotaph proved to be one of the most influential models for such structures. Lutyens designed several other cenotaphs, which all shared common features with that at Whitehall. The Cenotaph has been the subject of several artworks and has featured in multiple works of literature, including a novel and several poems. The public acclaim for the monument was responsible for Lutyens becoming a national figure, and the Royal Institute of British Architects awarded him its Royal Gold Medal in 1921. For several years afterwards much of his time was taken up with war memorial commissions. ## Background The First World War produced casualties on a scale previously unseen by developed nations. More than 1.1 million men from the British Empire were killed. In the war's aftermath, thousands of war memorials were erected across Britain and its empire, and on the former battlefields. Amongst the most prominent designers of war memorials was Sir Edwin Lutyens, described by Historic England as "the foremost architect of his day". Lutyens established his reputation designing country houses for wealthy clients around the turn of the 20th century; his first major public commission was the design of much of New Delhi, the new capital of British India. The war had a profound effect on Lutyens and following it he devoted much of his time to the commemoration of its casualties. By the time he was commissioned for the Cenotaph, he was already acting as an adviser to the Imperial War Graves Commission (IWGC). In 1917, he travelled to France under the auspices of the IWGC and was horrified by the scale of destruction. The experience influenced his later designs for war memorials and led him to the conclusion that a different form of architecture was required to properly memorialise the dead. He felt that neither realism nor expressionism could adequately capture the atmosphere at the end of the war. Lutyens's first war memorial was the Rand Regiments Memorial (1911) in Johannesburg, South Africa, dedicated to casualties of the Second Boer War (1899–1902). His first commission for a memorial to the First World War was for Southampton Cenotaph. The word cenotaph derives from the Greek word kenotaphion, meaning 'empty tomb'. Lutyens first encountered the term in connection with Munstead Wood, the house he designed for Gertrude Jekyll in the 1890s. There he designed a garden seat in the form of a rectangular block of elm set on stone, which Charles Liddell—a friend of Lutyens and Jekyll and a librarian at the British Museum—christened the "Cenotaph of Sigismunda". From 1915, the British government prohibited the repatriation of the bodies of men killed overseas, meaning that most bereaved families did not have a nearby grave to visit and thus war memorials became a focal point for their grief. Cenotaphs originated in Ancient Greek tradition, where they were built when it was impossible to recover a body after the battle, as the Greeks placed great cultural importance on the proper burial of their war dead. Lutyens remembered the term when working on Southampton's memorial in early 1919. He broke with the Ancient Greek convention in that his designs for London's and Southampton's cenotaphs contained no explicit reference to battle. The result at Southampton (unveiled a week before London's permanent Cenotaph) lacks the subtlety of London's monument, but introduces several design elements common in Lutyens's subsequent memorials. ## Origins: the temporary Cenotaph The First World War ended with the Armistice of 11 November 1918, although it was not officially declared over until the signing of the Treaty of Versailles on 28 June 1919. The British government planned to hold a victory parade in London on 19 July, including soldiers marching to Whitehall, the centre of the British government. The initial design for what would become the Cenotaph was one of a number of temporary structures erected along the parade's route. The prime minister, David Lloyd George, learnt that the French plans for a similar parade in Paris included a saluting point for the marching troops and was keen to replicate the idea for the British parade. How Lutyens became involved is unclear, but he was close friends with Sir Alfred Mond and Sir Lionel Earle (respectively the government minister and senior civil servant at the Office of Works, which was responsible for public building projects) and it seems likely that one or both men discussed the idea with Lutyens. Lloyd George summoned Lutyens and asked him to design a "catafalque" as the centre point for the parade. Lloyd George emphasised that the structure was to be non-denominational. Lutyens met with Sir Frank Baines, chief architect at the Office of Works, the same day to sketch his idea for the Cenotaph and sketched it again for his friend Lady Sackville over dinner that night. Both sketches show the Cenotaph almost as-built. At the end of the war, there was considerable social upheaval and civil unrest in Britain and Ireland, and industrial relations were tense. The government, fearful that revolutionary ideologies such as Bolshevism might start to take hold, hoped the parade and a central saluting point would unite the nation in celebrating the victorious conclusion to the war and commemorating the sacrifice of the dead. Although Lutyens apparently produced the design very quickly, he had had the concept in mind for some time, as evidenced by his design for Southampton Cenotaph and his work for the IWGC. Lutyens and Mond had previously worked together on a design for a war shrine in Hyde Park, intended to replace a temporary structure erected during the war. Though the shrine was never built, the design started Lutyens thinking about commemorative architecture, and the architectural historian Allan Greenberg speculates that Mond may have discussed the concept of a memorial with Lutyens prior to the meeting with the prime minister. According to Tim Skelton, author of Lutyens and the Great War, "If it was not to be on Whitehall then the Cenotaph as we know it would have appeared somewhere else in due course." Several of Lutyens's sketches survive, which show that he experimented with multiple minor changes to the design, including a flaming urn at the top of the Cenotaph and sculptures of soldiers or lions at the base (similar to the lion heads on Southampton Cenotaph). Lutyens submitted his final design to the Office of Works in early July, and on 7 July received confirmation that the design had been approved by the foreign secretary, Lord Curzon, who was organising the parade. The unveiling of the monument, built in wood and plaster by the Office of Works, was described in The Times as a quiet and unofficial ceremony. It took place on 18 July 1919, the day before the Victory Parade. Lutyens was not invited. During the parade, 15,000 soldiers and 1,500 officers marched past and saluted the Cenotaph—among them were American General John J. Pershing and French Marshal Ferdinand Foch, as well as the British commanders Field Marshal Sir Douglas Haig and Admiral of the Fleet Sir David Beatty. The Cenotaph quickly captured the public imagination. Repatriation of the dead had been forbidden since the early days of the war, so the Cenotaph came to represent the absent dead and serve as a substitute for a tomb. Beginning almost immediately after the Victory Parade and continuing for days afterwards, members of the public began laying flowers and wreaths around the memorial. Within a week, an estimated 1.2 million people came to the Cenotaph to pay their respects to the dead, and the base was covered in flowers and other tributes. According to The Times, "no feature of the victory march in London made a deeper impression than the Cenotaph." After the Victory Parade, the temporary Cenotaph became a point of pilgrimage for many people, including grieving relatives. Deputations arrived from as far away as Dundee, and schools organised excursions to take children to see it. The crowds were particularly large on 11 November 1919, the first anniversary of the armistice. An estimated 6,000 people were crowded round the memorial and it took the intervention of the police to create space for Lloyd George to lay a wreath. The French president, Raymond Poincaré, also laid a wreath; King George V and Queen Mary sent a wreath but were not present at the Cenotaph. A two-minute silence was observed, after which veterans' groups marched past. The government, caught by surprise by the strength of feeling, resolved to lay on an organised event for 1920. ## Reconstruction in stone Suggestions that the temporary cenotaph should be re-built as a permanent structure began almost immediately, coming from members of the public and national newspapers. Four days after the parade, William Ormsby-Gore, Member of Parliament for Stafford—an army officer who fought in the war and was part of the British delegation at Versailles—questioned Mond about the Cenotaph in the House of Commons, and asked whether a permanent replacement was planned. Ormsby-Gore was supported by multiple other members. Mond announced that the decision rested with the cabinet, but promised to pass on the support of the House. The following week, The Times published an editorial calling for a permanent replacement (though the writer suggested that there was a risk of vehicles crashing into the Cenotaph in its original location and that it be built on nearby Horse Guards Parade); many letters to London and national newspapers followed. The cabinet sought Lutyens's opinion, which was that the original site had been "qualified by the salutes of Foch and the allied armies [and] no other site would give this pertinence." Mond agreed, telling the cabinet that "no other site would have the same historical or sentimental association." The cabinet bowed to public pressure, approving the re-building in stone, and in the original location, at its meeting on 30 July 1919. Concerns remained about the Cenotaph's location. Another editorial in The Times suggested siting it in Parliament Square, away from traffic, a location that was supported by the local authorities. The issue was again raised in the House of Commons, and Ormsby-Gore led the calls for the Cenotaph to be rebuilt on its original spot, stating, to acclaim, that he was certain that this option was the most popular with the public. Opposition to the site eventually quietened and the construction contract was awarded to Holland, Hannen & Cubitts. Construction began in May 1920. Lutyens waived his fee, and Mond gave Lutyens the opportunity to make any amendments to the design before work began. The architect submitted his proposed modifications on 1 November, which were approved the same day. He replaced the real laurel wreaths with stone sculptures and added entasis—subtle curvature, reminiscent of the Parthenon, so that the vertical surfaces taper inwards and the horizontals form arcs of a circle. He wrote to Mond: > I have made slight alterations to meet the conditions demanded by the setting out of its lines on subtle curvatures, the difference is almost imperceptible but sufficient to give it a sculpturesque quality and a life, that cannot pertain to rectangular blocks of stone. Lutyens had earlier used entasis for his Stone of Remembrance, which appears in most large IWGC cemeteries. Some religious groups objected to the lack of Christian symbolism on the Cenotaph and suggested the inclusion of a cross or a more overtly Christian inscription. Lutyens objected to the proposal, and it was rejected by the government on the grounds that the Cenotaph was for people "from all parts of the empire, irrespective of their religious creeds". The only other significant alteration Lutyens proposed was the replacement of the silk flags on the temporary Cenotaph with painted stone, fearing that the fabric would quickly become worn and look untidy. He was supported on this by Mond and engaged the sculptor Francis Derwent Wood for assistance, but the change was rejected by the cabinet. A diary entry by Lady Sackville from August 1920 records Lutyens complaining bitterly about the change, though documents in The National Archives suggest that he had been aware of it six months previously. The temporary Cenotaph, originally intended to remain in place only a week, was dismantled in January 1920, its condition having deteriorated severely. The work was carried out behind a screen to shield the partially dismantled monument from public view. The top section, along with the flags, was preserved for the fledgling Imperial War Museum (founded in 1917), as part of its exhibition on the war. The acquisition was the idea of Charles ffoulkes, the museum's inaugural curator. It was displayed prominently, and was used for the museum's own remembrance services in the interwar period until it was destroyed by a bomb during the Second World War. The Imperial War Museum collections also include a wooden money-collection box in the shape of the Cenotaph, made from part of the temporary Cenotaph by St Dunstan's. ## Design The Cenotaph is made from Portland stone formed as a pylon on a rectangular plan (two long sides and two short ones), with gradually diminishing tiers, culminating in a sculpted tomb chest (the empty tomb suggested by the name cenotaph) on which is carved laurel wreath. The structure rises to a height of just over 35 feet (11 metres) and is about 15 by 9 feet (4.5 by 2.7 metres) at the base. Lutyens described it as "an empty tomb uplifted on a high pedestal". The pylon's mass decreases with its height; the sides becoming narrower towards the bottom of the coffin. The base is in four stages from the top of the steps starting with the plinth, which connects to the base block. The plinth projects 3 inches (7.6 centimetres) from the base block on all four sides. Above it is the transition moulding which is in three stages—torus (semi-circular), cyma reversa, and cavetto—taking the lower part of the structure just over 6 feet (1.8 metres) above the ground. Greenberg describes this section as "quietly establish[ing] the memorial's overall character: an outward appearance of simple repose which, on close observation, shows itself to be dependent on the more complex forms of its masses". At the top, the coffin is connected to the main structure by its own base of two steps, the transition smoothed by a torus moulding between the bottom step and the pylon. The coffin lid finishes with a cornice, appearing to be supported by an ovolo (a curved decorative moulding beneath the edge), which casts a shadow over the coffin; it is crowned by a laurel wreath. The bottom of the structure is mounted onto three diminishing steps on an island in the centre of Whitehall surrounded by government buildings. The monument is austere, containing very little decoration. At each end, on the second tier below the tomb, is a laurel wreath, echoing the one at the top, and on the sides is the inscription "THE GLORIOUS DEAD". The only other inscription is the dates of the world wars in Roman numerals—the first on the ends, above the wreath, and the second on the sides. The sculptural work was carried out by Derwent Wood. None of the lines on the pylon is straight. The sides are not parallel but are subtly curved using precise geometry so as to be barely visible to the naked eye (entasis). If extended, the apparently vertical surfaces would meet 1,000 feet (300 m) above the ground and the apparently horizontal surfaces are sections of a sphere whose centre would be 900 feet (270 m) below ground. The use of curvature and diminishing tiers is intended to draw the eye upwards in a spiralling direction, first to the inscription, then to the top of the flags, to the wreath, and finally to the coffin at the top. Many of these elements were not present in Lutyens's early design, and the progression can be seen in several of the architect's sketches. In his sketch for Lady Sackville, he omitted most of the setbacks, and had the wreaths on the sides hanging from pegs. In another drawing he included an urn on top of the coffin and sculptures of lions flanking the base (similar to the pine cones on Southampton Cenotaph). Other experimental designs omit the flags, and one included a recumbent effigy atop the coffin (in place of an urn). A wooden model from an early stage in the design process is in the collection of the Imperial War Museum, as are several of Lutyens's original drawings; others are in the Royal Institute of British Architects' drawing library. The Cenotaph is flanked on the long sides by flags of the United Kingdom—the Royal Air Force Ensign, Union Flag, and Red Ensign on one side, and the Blue Ensign, Union Flag, and White Ensign on the other. Lutyens intended the flags to be carved in stone like the rest of the monument. He was overruled and cloth flags were used, though Lutyens went on to use stone flags on several of his other war memorials, painted on Rochdale Cenotaph and Northampton War Memorial (among others), and unpainted at Étaples and Villers-Bretonneux IWGC cemeteries. ## Appreciation On the day of its unveiling, The Times praised the Cenotaph as "simple, massive, unadorned". Catherine Moriarty, of the Imperial War Museum's National Inventory of War Memorials project, observed in 1995 that the Cenotaph met with widespread public acclaim, and that the public adopted the unfamiliar name with enthusiasm. She described an empty tomb as a highly appropriate monument for the experience of the British public, considering that the vast majority of the British dead were buried overseas. Nonetheless, Moriarty believed that the Cenotaph, "... although popular, was too abstract in form and generalised in its commemorative allusion to fully satisfy the need for a focus of grief." This, Moriarty felt, was the reason that many local memorials, including some by Lutyens, adopted some form of figurative sculpture, such as a statue of a soldier. According to the historian Alex King, the Cenotaph fitted the convention of a shrine, such as the temporary memorials to the dead established across London during the war, including the Hyde Park shrine. King believed that the public response, particularly the laying of flowers, treated the Cenotaph as a shrine—a place for paying respects to the dead. Nonetheless, the austerity and apparent simplicity of the Cenotaph leaves its meaning open to a wide variety of interpretations, not all of which have been in keeping with Lutyens's intentions. Some ascribed imperialistic or nationalistic meanings to the monument, including Haig, who called it "a symbol of the empire's unity". The Catholic Herald called it a "pagan monument" and felt that it was insulting to Christianity, and other traditional Christian groups were displeased by the lack of religious symbolism. Lutyens was a pantheist, heavily influenced by his wife's involvement with Theosophy. He opposed overt religious symbolism on the Cenotaph and in his work with the IWGC, a position which did not endear him to the church. Roderick Gradidge, an architect and author of a biography of Lutyens, commented on Lutyens's use of geometry—"He [Lutyens] recognised that in this careful proportioning system he had hit on something that people could recognise though never understand; a sort of music of the spheres which expressed what they felt about the horrifying destruction [...] both of human life and the shape of society itself." The American historian Jay Winter described the Cenotaph as displaying a "striking minimalism". According to Winter, the Cenotaph "managed to transform a victory parade [...] into a time when millions could contemplate the [...] inexorable reality of death in war," and was "a work of genius because of its simplicity. It says so much because it says nothing at all. It is a form on which anyone could inscribe his or her own thoughts, reveries, sadness." He believed that, in designing an empty tomb, "the tomb of no one [...] became the tomb of all who had died in the war." He compared it favourably to another of Lutyens's major commemorative works, the Thiepval Memorial, built for the IWGC in France, and to Maya Lin's Vietnam Veterans Memorial in Washington, DC. Jenny Edkins, a British political scientist, also draws a parallel between the Cenotaph and the Vietnam Memorial and the unexpected public acclaim that both received immediately after their unveiling. Edkins believed that the apparent simplicity of, and lack of decoration on, the two memorials provided for a "collective act of mourning". Another architect, Andrew Crompton, of the University of Liverpool, re-evaluated the Cenotaph at the turn of the 21st century. He compared the diminishing tiers (when viewed from the ground up) to the hilt of a sheathed sword, its blade buried beneath the ground, which he felt resembled the mythical sword Excalibur. The Cenotaph has been contrasted with the Royal Artillery Memorial by Charles Sargeant Jagger. Lutyens submitted a proposed design for that memorial, but the Royal Artillery rejected it on the grounds that it was too similar to the Cenotaph, and that they wanted a more realist monument, rather than Lutyens's abstract classicism. Whereas Lutyens placed the empty coffin high above the ground, distancing the observer from it, Jagger sculpted a dead soldier and placed it at eye level, confronting the observer with the reality of war. The Tomb of the Unknown Warrior in Westminster Abbey, inaugurated on the same day as the Cenotaph and another of London's most famous war memorials, has also been contrasted with the Cenotaph. Edkins observes that the Tomb was intended to "provide a grave for those who had none" and to become a focal point for the mourning of those buried overseas, but that the Cenotaph became much more popular as a site for both individual commemoration and public ceremonies. The German-American historian George Mosse noted that most countries involved in the First World War eventually adopted the concept of burying an unidentified soldier, but in London the Cenotaph fulfilled the same purpose, despite the tomb in the abbey. Unlike elsewhere, it was the Cenotaph and not an unknown warrior that became the centre of national ceremonies, which Mosse considered was because the abbey was "too cluttered with memorials and tombs of famous Englishmen to provide the appropriate place for pilgrimages or celebrations" compared to the Cenotaph's location in the middle of a broad avenue. Ken Inglis, an Australian historian, and Gavin Stamp, a British architectural historian, both suggested that the Unknown Warrior was the Church of England's attempt to create a rival to the Cenotaph, which had no explicitly Christian symbolism, though another historian, David Lloyd, suggests that this was largely unsuccessful—the Church even petitioned for Armistice Day ceremonies to be held in Westminster Abbey rather than at the Cenotaph in 1923, but the proposal was rejected after it met with widespread public opposition. Instead, Lloyd noted that the two monuments became closely linked, and that "Together, the memorials reflect the complexity and ambiguity of the British response to the Great War." ## Unveiling No date was announced for the completion of the Cenotaph at first, but the British government was keen to have it in place for Remembrance Day (11 November). In September 1920, the announcement came that the Cenotaph would be unveiled on 11 November, the second anniversary of the armistice, and that the unveiling would be performed by King George V. For the occasion, the government designated the Cenotaph the official memorial to all British and empire dead lost during the First World War. It subsequently became the official memorial to British casualties from later conflicts. Late into the planning, the government decided to exhume an unidentified serviceman—thenceforth to be known as the Unknown Warrior—from a grave in France, and inter him in Westminster Abbey. The last leg of the Unknown Warrior's journey to the abbey took place in coordination with events at the Cenotaph. The king was to unveil the Cenotaph, this time with Lutyens in attendance, along with other members of the royal family, the prime minister, and Randall Davidson, the Archbishop of Canterbury (the Church of England's most senior cleric). The Unknown Warrior was brought to Whitehall, his coffin resting on a gun carriage pulled by military horses, for the unveiling. The Cenotaph was shrouded in Union Flags until the king performed the unveiling at the stroke of 11 o'clock. This ceremonial act was followed by two minutes' silence, ending with the sounding of the "Last Post". The king placed a wreath of roses on the Unknown Warrior's coffin, and the cortege continued its journey—His Majesty, the other royals, Lloyd George, and the archbishop following the gun carriage to the abbey. The public response exceeded even that to the temporary Cenotaph in the aftermath of the armistice. Whitehall was closed to traffic for several days after the ceremony and wounded soldiers, other veterans, and members of the public began to file past the Cenotaph and lay flowers at its base. The volume of people wishing to lay tributes was such that there were delays of up to four hours to pass the Cenotaph; the procession continued through the night and into the next day. Within a week, the Cenotaph was 10 feet (3 metres) deep in flowers and an estimated 1.25 million people had visited it so far, while 500,000 had visited the Tomb of the Unknown Warrior. Lloyd George wrote to Lutyens, "The Cenotaph is the token of our mourning as a nation; the Grave of the Unknown Warrior is the token of our mourning as individuals." ## Later history Throughout the 1920s and 1930s, it was customary for men to doff their hats when passing the Cenotaph, even on a bus. The pilgrimage which began with the Cenotaph's unveiling continued on a smaller scale for the rest of the 1920s and into the 1930s. Pilgrimages continued until the outbreak of the Second World War. A particularly large crowd gathered on 11 November 1946, the year after that war ended, but attendance largely fell away thereafter. In the later 1920s, several proposals emerged for modifications to the Cenotaph, including the addition of life-size bronze statues at its corners, and installing a light inside the wreath at the top to emit a vertical beam, but all were rejected by the Office of Works on Lutyens's advice. The statues in particular would have added a literal element to the memorial which Greenberg (writing in 1989) believed would have been at odds with its "open symbolism and abstract character". After the unveiling of the permanent memorial, members of the public continued to lay floral tributes as well as hand-written messages and personal memorials such as photographs, wreaths, and glass domes. The Office of Works struggled to decide what to do with the tributes and how to maintain an appropriate tone. It began preserving the messages so that they could be compiled into albums and given to the Imperial War Museum. By March 1921, officials had catalogued more than 30,000 items; the volume was such that they were forced to abandon their efforts at preservation. The office was keen to avoid being seen as a censor but also to preserve the character of the Cenotaph; officials thus removed some tributes which contained overtly political messages. A group of 5,000 unemployed men, on an anti-capitalist protest, paraded past the Cenotaph in 1921 and laid wreaths at its base; several with explicit political messages were removed. In 1933, Alfred Rosenberg, representing Nazi Germany, controversially laid a wreath at the Cenotaph. The accompanying card was removed overnight and the swastika on the wreath was scratched off. The following day, Captain James Sears, a First World War veteran and prospective Labour Party parliamentary candidate, removed the entire wreath and threw it in the river. He described his actions as "a deliberate protest against the desecration of our national war memorial" and against the views of the Nazi Party, which he believed were the same as those Britain had fought against. Sears was arrested, charged with malicious damage, and fined. Some newspaper columnists and letter writers sympathised with Sears's actions, though others felt that his actions themselves desecrated the Cenotaph by using it to make a political statement. Following the Second World War, the Cenotaph was rededicated to include the British and empire dead from that war, and its dates in Roman numerals (MCMXXXIX and MCMXLV) were added to the inscription. King George VI unveiled the additions at a ceremony on 10 November 1946. No separate national memorial was built for the casualties of the second war; instead, remembrance services were expanded to commemorate the new dead, and veterans of that war and later conflicts joined an annual march-past. Several political protests have taken place in the vicinity of the Cenotaph. In 2000, anti-capitalist protesters spray-painted slogans on it and on a statue of Winston Churchill. In a 2010 student protest, a man climbed the base and swung from one of the flags. In June 2020, the base was vandalised with spray paint during Black Lives Matter protests, and the following day a protester attempted to set fire to one of the Union Flags on the Cenotaph. The Cenotaph and several other monuments were covered up temporarily to prevent any further vandalism, and counter-protesters (including some far-right activists) congregated around it a few days later. On 11 November 2020, Extinction Rebellion held an unauthorised protest at the Cenotaph that was condemned by politicians and the Royal British Legion. In 2013, just before the centenary of the First World War, English Heritage carried out £60,000 of restoration work on the Cenotaph. Contractors cleaned the stonework using steam and a poultice to remove dirt and algae and counter the effects of weathering and pollution. Somewhat controversially, the German president, Frank-Walter Steinmeier, was invited to lay a wreath at the Cenotaph on Remembrance Sunday 2018 to mark the centenary of the armistice, the first time a German representative had been present at the commemorations. ### Remembrance services The Cenotaph is the focal point for the National Service of Remembrance held annually on Remembrance Sunday, the closest Sunday to 11 November. In the Cenotaph's early years, the service was informal and crowds gathered round the memorial to pay their respects and lay tributes, but the ceremony gradually became more formal, and has changed little since the 1930s. Whitehall is closed to vehicle traffic and a two-minute silence is observed at 11:00 am. After the silence, the crowd sings traditional hymns, accompanied by military musicians. The monarch and the prime minister (or their representatives) then lay wreaths at the Cenotaph, followed by other members of the royal family, politicians, and Commonwealth high commissioners. Afterwards, serving military personnel, veterans' associations, and other organisations march past and lay their own wreaths. Until the Second World War, the service was held on 11 November. It was moved to a Sunday to avoid interrupting wartime production, and has been held on a Sunday ever since. According to Paul Fussell, an American literary historian specialising in the cultural effects of the world wars, "to sense the British obsession with the Great War, all that is necessary is to stand at the Cenotaph [...] on any Remembrance Sunday and listen to the two minutes of silence," which he describes as "appropriately shocking in the context of the customary hum of traffic." Other annual ceremonies are also held at the Cenotaph, such as commemorations by individual regiments or veterans' associations, the Belgian Cenotaph Parade, or anniversaries such as Anzac Day (25 April). In 2000, relatives of soldiers executed for desertion or cowardice during the First World War joined the Remembrance Sunday parade for the first time, and in 2014 a representative of the Irish government laid a wreath on Remembrance Sunday for the first time, in memory of Irishmen who fought in the British armed forces in the First World War. The BBC began broadcasting special radio programming for Armistice Day in 1923, and began broadcasting the events at the Cenotaph live from 1928. Radio broadcasting enabled the silence to be observed simultaneously across the country, and allowed millions of listeners to feel part of the ceremony. The BBC began broadcasting television pictures of the ceremony from 1937. The broadcast has run almost continually since its inception, interrupted only for the Second World War, making it one of the longest-running annual broadcasts in the world. ### Heritage status The Cenotaph was designated a grade I listed building on 5 February 1970. Listing provides legal protection from unauthorised demolition or modification. Grade I is the highest possible grade, reserved for buildings of "exceptional" historical or architectural interest and applied to 2.5 per cent of listings. The Cenotaph is in the care of English Heritage, which manages historic buildings for the nation. To mark the centenary of the First World War, Historic England conducted research into war memorials with the aim of listing 2,500. As part of the project, they identified 44 freestanding war memorials in England designed by Lutyens, which they declared to be a national collection. All 44 are listed buildings and had their list entries enhanced with new research; five (including Southampton) were upgraded to grade I on Remembrance Sunday 2014, joining the Cenotaph and the Arch of Remembrance in Leicester. ## Impact ### On Lutyens The renowned architectural historian Nikolaus Pevsner described the Cenotaph as "the chief national war memorial". Gavin Stamp, a British architectural historian and the author of Lutyens's entry in the Oxford Dictionary of National Biography, wrote that Lutyens's work commemorating the British war dead (the Cenotaph, his work with the IWGC and his memorial commissions elsewhere) was responsible for Lutyens's elevation to the status of a national figure. A few days after the unveiling, Lloyd George wrote to Lutyens: "the Cenotaph, by its very simplicity, fittingly expresses the memory in which the people hold all those who so bravely fought and died" in the war. In 1921, Lutyens was awarded the Royal Institute of British Architects' highest award, the Royal Gold Medal, for his body of work. Presenting the medal, the institute's president, John Simpson, described the Cenotaph as "the most remarkable of all [Lutyens's] creations [...] austere yet gracious, technically perfect, it is the very expression of repressed emotion, of massive simplicity of purpose, of the qualities which mark those whom it commemorates and those who raised it." According to Jane Brown, in her biography of the architect, Lutyens was faced with a "constant stream" of war memorial commissions from the unveiling of the temporary Cenotaph until at least 1924. He went on to design more than 130 war memorials and cemeteries, many influenced by his work on the Cenotaph. His Southampton Cenotaph was unveiled in 1920, while the permanent monument on Whitehall was still under construction. His later cenotaphs include Rochdale, Manchester, and the Midland Railway War Memorial in Derby. Lutyens also used the design for monuments in several of his cemeteries in Belgium and France for the IWGC, most famously at Étaples. ### On art and literature Examples of artworks featuring the Cenotaph include Immortal Shrine (1928) by Will Longstaff (held at the Australian War Memorial) and The Cenotaph (Morning of the Peace Procession) (1919) by Sir William Nicholson. The latter work by Nicholson sold at auction at Christie's in London in 2018 for £62,500. The Cenotaph also featured on the reverse of the 1928 Armistice Day memorial medal by Charles Doman. Examples of the Cenotaph featuring in artworks commemorating national events include the ceremonial paintings commissioned in 1920 by the government and the king from Frank Owen Salisbury to mark the unveiling of the Cenotaph, titled The Passing of the Unknown Warrior, 11 November 1920. A study for the work hangs in Buckingham Palace; the main work is in the Ministry of Defence Main Building off Whitehall. A 1936 novel by Irene Rathbone with an anti-war theme, They Call it Peace, concluded with a scene set at the Cenotaph in which two women complete pilgrimages to the monument, one to honour the dead and one feeling that the deaths were in vain. The cultural response to the Cenotaph also includes poetry such as "The Cenotaph" (1919) by Charlotte Mew, "The Cenotaph in Whitehall" (1920) by Max Plowman, "The Cenotaph" (1922) by Ursula Roberts, "London Stone" (1923) by Rudyard Kipling, "At the Cenotaph" (1933) by Siegfried Sassoon, and "At the Cenotaph" (1935) by Hugh MacDiarmid. Laurence Binyon's "For the Fallen" (1914) is closely associated with the Cenotaph, having been recited at its unveiling, and commonly features in remembrance services, particularly the fourth stanza, which concludes: > At the going down of the sun, and in the morning, we will remember them. According to the literary historian Alex Moffett, the poems about the Cenotaph convey the different narratives of the First World War and the way in which it should be remembered, in much the same way that the monument itself is open to interpretation. The poetry also expresses the conflict between sombre commemoration of the dead and celebration of victory, "a tension that many have read within the Cenotaph itself". ### On other war memorials According to one study of British war memorials, the Cenotaph's "deceptively simple design and deliberately non-sectarian message ensured that its form would be adopted widely, with local variations". From its unveiling, the Cenotaph proved highly influential on other war memorials in Britain. The art historian Alan Borg wrote that the Cenotaph was the "one memorial that proved to be more influential than any other". Several towns and cities erected war memorials based to some extent on Lutyens's design for Whitehall, though the term "cenotaph" came to be applied to almost any war memorial that was not itself a tomb. Lutyens designed several other cenotaphs in England and one in Wales, while replicas, of varying quality and accuracy, were built across Britain, along with many other monuments inspired to some extent by Lutyens's design. Examples include Leeds War Memorial and Glasgow Cenotaph. Replicas were also built in other countries of the British Empire, usually by local architects with input from Lutyens. The government of Bermuda opted for a two-thirds scale replica, unveiled in 1925, having paid Lutyens a fee for his plans and for advice on the site. A wooden replica was erected in London, Ontario, until a permanent version, a three-quarters scale replica of Whitehall's, could be erected in 1934. Hong Kong's Cenotaph, unveiled in 1928, was built by a local architectural practice with input from Lutyens. The cenotaph at the Auckland War Memorial Museum in New Zealand is a copy of Whitehall's, though Lutyens was not involved in its inception. Purchasing the designs from Lutyens was deemed too expensive so a local architect, Keith Draffin, sketched it from cinema newsreels. At least four other copies exist in New Zealand. Several temporary replicas were built as placeholders until permanent memorials could be built, including one in Toronto, Canada, replaced with the Old City Hall Cenotaph, and one in Melbourne, Australia, which stood until 1937, three years after the completion of the Shrine of Remembrance. Borg observed that there was no agreed standard for war memorials, with wide variations in design, though Lutyens's Cenotaph and Sir Reginald Blomfield's Cross of Sacrifice came closest. Such was the impact of the Cenotaph that even Blomfield, a great rival of Lutyens, drew on it for his Royal Air Force Memorial a short distance away on the bank of the River Thames. According to King, the Cenotaph's popularity with the public and its widespread use and adaptation by other artists, including professional rivals, showed the extent to which it became common property rather than a concept exclusive to Lutyens. The Imperial War Museum's War Memorials Register identified at least 55 replica or similar cenotaphs in Britain alone. ## See also - World War I memorials - Grade I listed buildings in the City of Westminster - Grade I listed war memorials in England - List of public art in Whitehall - List of works by Edwin Lutyens
68,615,588
Cedar Hill Yard
1,157,588,521
Railway yard in New Haven, Connecticut, US
[ "Amtrak facilities", "CSX Transportation", "Conrail", "Hamden, Connecticut", "New Haven, Connecticut", "New York, New Haven and Hartford Railroad", "North Haven, Connecticut", "Penn Central Transportation", "Providence and Worcester Railroad", "Rail yards in Connecticut" ]
Cedar Hill Yard is a classification yard located in New Haven, North Haven and Hamden, Connecticut, United States. It was built by the New York, New Haven and Hartford Railroad (often known simply as The New Haven) in the early 1890s in and around New Haven's Cedar Hill neighborhood, which gave the yard its name. Electrical catenary for electric locomotives was added to the yard in 1915. To handle increasing traffic as a result of World War I, the yard was greatly expanded between 1917 and 1920 with additional construction along both sides of the Quinnipiac River. The construction project added two humps where railroad cars were sorted into trains by gravity. The yard was further modernized in the 1920s, becoming one of the busiest railroad yards in the United States, and the most important yard in the entire New Haven Railroad system. At its peak during World War II, Cedar Hill Yard handled more than 5,000 railroad cars per day. Following the end of the war the yard's importance began to decline as freight traffic across New England shifted to road transport, and heavy industry left the region. Much of the yard began to fall into decay following the New Haven Railroad's bankruptcy in 1961. Following the opening of the newly rebuilt Selkirk Yard near Albany, New York, in 1968, much of the traffic formerly handled at Cedar Hill Yard was directed there instead, and car float service between Cedar Hill Yard and New York City ended. In 1969, the Penn Central Transportation Company took over the yard as part of its purchase of the New Haven Railroad. The yard's new owner promptly removed the electrical catenary and shut down one of the yard's two humps to save money. The next year, Penn Central went bankrupt, and the yard continued to deteriorate from deferred maintenance. Under Penn Central, the yard's importance further declined when the Poughkeepsie Bridge, the yard's key link to the rest of the United States, was damaged by a fire in 1974 and not replaced. Conrail, a new freight railroad formed by the United States government to reverse the fortunes of Penn Central and other bankrupt Northeastern United States railroads, took over operations in 1976. The yard's new owner initially made some improvements, but in 1980 decided to close the yard's remaining hump and move more operations to the yard in Selkirk. Cedar Hill Yard continued to be used to classify freight trains, but was turned into a flat yard, with trains built up and broken down by switcher locomotives. Cedar Hill Yard was operated by Conrail until 1999, when CSX Transportation purchased Conrail's New England operations. In the first decade of the 2000s, CSX expanded the yard's operations by constructing a bulk cargo transfer facility, where bulk commodities are transferred between trains and trucks. CSX was joined in the yard by other railroads, including Amtrak, which uses part of the yard as a base for maintenance of way operations on the Northeast Corridor. Two other freight railroads also operate freight trains to and from the yard in the 2020s, including the Providence and Worcester Railroad and Connecticut Southern Railroad. Cedar Hill Yard remains the largest classification yard in Connecticut as of 2022 despite its diminished size. Proposals exist to rebuild portions of the yard, potentially in concert with the construction of the proposed Cross-Harbor Rail Tunnel in New York City or the resumption of car float service across Long Island Sound. ## History ### Before 1917 The first instance of Cedar Hill Yard was built in the early 1890s by the New York, New Haven and Hartford Railroad (The New Haven) in and around the Cedar Hill neighborhood of the city of New Haven, on flat lands adjacent to the Quinnipiac River. The yard first opened for service in December 1894, with a capacity of approximately 400 railroad cars. Less than a year later, the new yard caused a dispute between the railroad and its employees. Once Cedar Hill Yard opened, train crews had to stop their trains within the new yard as opposed to the yard in New Haven proper, which reportedly increased their shifts by several hours. Employees demanded extra pay for the longer hours, but the railroad refused, leading several train crews to walk off the job. One railway man was quoted by a local newspaper as saying: > We think that it is no more than fair that extra pay be given us for all work over eight hours for yard men and all over ten hours for through men. Those men who run into New Haven and were ordered to take their trains to Cedar Hill, were done an injustice. It takes at least two hours to sidetrack a train there and get back into the city and I do not blame the men for refusing to do it unless paid for extra time. Operations at the yard came to a halt on November 21, 1901, when approximately 125 switchmen and brakemen went on strike in solidarity with strikers at Mott Haven. The New Haven's president John M. Hall asserted the strike would quickly end, as the strikers had no specific grievances beyond sympathy for the Mott Haven strikers, who had gone on strike following the abrupt termination of the yard's assistant yard master. The strike came to an end on November 23. On July 31, 1904, a deadly train collision occurred just outside of Cedar Hill Yard. The New Haven's White Mountain passenger train collided with the rear of a freight train attempting to pull into a siding by the yard, resulting in the death of the White Mountain's engineer, while the train's fireman survived with severe injuries. A coroner found the crew of the freight train criminally responsible for the crash, as they had neglected to send a flagman behind their train to warn the White Mountain, which they knew was due to arrive, that the tracks were not clear. As a result of the crash, operations were changed so that all northbound trains entered the yard at the south end. In 1913, the New Haven began adding electrical catenary to the yard as part of its electrification program; electrification was completed by July 1915. By 1915, it was apparent the existing yard was not large enough to handle the amount of freight it was receiving. A local newspaper reported that "There were so many freight cars lying in the yard that switchers could not travel from the north to the south end of the yards." The severity of the freight congestion was enough to delay the New Haven's passenger trains through the area as well. ### The yard is expanded, 1917 to 1920 The New Haven Railroad purchased approximately 500 acres (200 ha) of land in the Cedar Hill area in 1917 in order to construct a new classification yard. Originally, the company had planned to build a new yard in nearby Woodmont, but instead built it at Cedar Hill due to local opposition. Construction began the same year. The expansion project was initially budgeted at \$10 million (\$ in ), but upon the United States Railroad Administration's takeover of all U.S. railroads in December 1917 following U.S. entry into World War I, the federal government doubled the project's budget to \$20 million and allocated government engineers to assist in construction. This greatly increased the scope of the project, with the terminal and facilities estimated to take up more than 2,000 acres (810 ha) of land in total upon completion. #### Design Cedar Hill was chosen as the site for the new classification yard for a variety of reasons. New Haven was the nexus of eight different railroad routes operated by the New Haven Railroad, including lines to New York City, Danbury, Waterbury, Northampton, Hartford, Middletown, New London, and the docks in New Haven south of the yard. Cedar Hill was also the eastern end of the New Haven's electrification, was centrally located in the railroad's system, and was at a good location for locomotives travelling between New York City and Boston to stop for servicing. Other factors included the significant industrial activity in the city of New Haven, the high cost of buying property any closer to New York City, and the New Haven's existing facilities and land in the area. The yard's design called for a capacity of 180 cars per hour over two humps, for a classification capacity of 4,320 cars each day. Significant design work went into planning the height and slope of the yard's humps, so that cars rolling downhill would travel at the desired speeds, accelerating up to 18 mph (29 km/h) after passing through the switches. Several tracks were planned that travelled between the humps and the classification yards and accommodated speeders; these were used by the workers who rode along with the cars down the hump and manually applied handbrakes to slow them down. Using speeders to return to the hump instead of walking saved time and required fewer workers to handle the same number of cars per hour. Additional planned facilities included a yard for storing materials and a coal storage yard with a capacity of 100,000 short tons (91,000 t) of coal. As part of the yard's construction, the New Haven completed a grade separation at the south end of the yard, where lines from New Haven to Hartford, New London, and Middletown met. This eliminated all diamond crossings between different routes at Cedar Hill, removing a long-standing bottleneck on the New Haven Railroad's system. #### Construction The site for the new expanded yard largely consisted of marshland, which complicated construction. Over 3,000,000 cubic yards (2,300,000 m<sup>3</sup>) of fill was required for the project, which had to be delivered from cuts made elsewhere on the New Haven system. In particular, the two humps had to be built on the previously flat land, with one of them being 30 feet (9 m) in height. To accomplish this, trestles were built and then buried with fill, creating the hills needed for the humps. Construction of the trestles required piles to be driven up to 60 feet (18 m) underground due to the soft soil. For moving and transporting soil, the New Haven Railroad purchased 120 side-dump gondolas, and seven steam shovels worked to fill the side-dump cars at cut sites. Locomotives backed trains of 15 gondolas at a time up the trestles, and dumped fill under them until the fill was level with the tracks, leaving the trestles covered by soil. As part of the yard's expansion, a new freight transfer station to handle less-than-car load freight was built, which opened in July 1920. This eleven-track transfer facility was equipped with what were at the time very modern battery-powered freight tractors to sort freight throughout the facility, and could handle over 300 freight cars per day. As a result of the opening of the transfer facility, located in the center of the yard, the New Haven Railroad was able to close multiple similar but less modern facilities across its system. The new Cedar Hill Yard finished construction in 1920. At the time of its completion, Cedar Hill was the largest railyard east of the Mississippi River in the United States. ### 1920 to 1950 Despite hopes that the new yard would eliminate traffic problems, traffic volumes continued to skyrocket after the new Cedar Hill Yard opened, and in the first few years of operations it suffered from congestion. The freight portion of the nearby Water Street Yard, which was closed when the expansion of Cedar Hill Yard was completed, was reopened in March 1922 to relieve capacity issues. The next year, one local manufacturer declared at a hearing of the Interstate Commerce Commission (ICC) that the new yard had failed in improving capacity and speed of freight shipments, a sentiment shared by Grand Trunk Pacific Railway president Howard G. Kelley. Kelley was part of the Storrow committee, a group working to draft policy for the New England railroad system. That the New Haven had spent so much money to build Cedar Hill Yard was considered by critics and some members of the committee as evidence that New England's railroads should be consolidated into a single system, though the ICC's commissioners were skeptical of such a proposal. An automatic train stop system was installed from Cedar Hill Yard north to Springfield, Massachusetts, in 1925, with it entering operation on the first of September. In 1926, Cedar Hill handled 97,328 cars per month, for an average of 3,200 cars each day. Particularly busy days saw over 4,000 cars classified in 24 hours. By 1928, Cedar Hill Yard and its surrounding facilities occupied 880 acres (360 ha) of land. The massive yards had a capacity of over 15,000 railroad cars. On August 29, 1928, an attempt was made by unknown person(s) to sabotage an express passenger train travelling from Montreal to Washington, D.C., through the yard. A railroad employee walking along the tracks noticed a railroad spike lodged into the rails in an attempt to derail the train, which was carrying over \$2 million ( in dollars) worth of gold along with over 350 passengers. A derailment was averted when the employee flagged down the train, which reportedly came to a stop 30 feet (9 m) away from the spike. In 1929, the New Haven commenced another major project to improve the yard by adding retarders and wiring switches to be remotely operated from control towers, improving both the safety and speed of the classification process. In total, 44 retarders were installed at Cedar Hill, along with 88 switches converted. This allowed an end to the practice of workers riding along each car going down the hump and applying handbrakes, improving safety and reducing the number of workers required to run the yard. In 1932, the New Haven reported that the installation of retarders at Cedar Hill Yard had reduced the time it took to classify cars by 35 percent, along with a reduction in expenses. By 1941, Cedar Hill Yard held the title of "the world's largest single-railroad-operated freight yard". A tour granted to a reporter for the Meriden Record in 1941 affords a snapshot of how the yard operated at its peak immediately before World War II. The reporter arrived at the yard on a train from Springfield, Massachusetts, and observed his train being reclassified over one of the yard's humps. The train was first inspected for defects by eight car inspectors, and then sent over the hump. The 70-car train was fully sorted in 14 minutes. The railroad operated four control towers to run the yard, which were linked to each other by a PA system and the world's longest pneumatic tube system, with one tube stretching for three miles (4.8 km) and requiring seven minutes for a cartridge to travel from one end to the other. At the time of the reporter's visit, the yard's twin roundhouses serviced 44 freight locomotives, 185 passenger locomotives, and 8 switchers each day. Cedar Hill Yard was at its busiest during World War II, with very heavy traffic in support of the war effort. In 1943, particularly busy days saw as many as 5,000 cars classified in a 24 hour period. The railroad faced challenges due to labor shortages at this time, as a result of many men being drafted to fight in the war. During the war, a significant amount of traffic travelled between New York City and the yard by car float, moved by the New Haven Railroad's fleet of tugboats. ### 1950 to 1969 A fire broke out on one of the yard's bridges across the Quinnipiac River on July 5, 1953. The three-track bridge, 300 feet (91 m) in length, was completely destroyed. Traffic was rerouted over alternate trestles until the repairs, estimated by a New Haven Railroad spokesperson to cost up to \$100,000 ( dollars), could be completed. A 1954 inventory showed Cedar Hill Yard including the following facilities: In 1958, the yard handled over 3,000 cars each day. 1958 would also be the last profitable year for operations at Cedar Hill Yard for many years; ironically, this was thanks to significant business hauling concrete for highway construction. These same highways made truck transportation more viable, and reduced the amount of railroad shipments to and from the yard. On August 16, 1959, the New Haven decided to close the western hump after a fire damaged the bridge and tracks connecting it to the rest of the yard. Traffic was redirected to the railroad's Maybrook Yard in Maybrook, New York. The remaining hump and the yard at Maybrook were unable to handle all of the traffic, requiring the railroad hastily rebuild the damaged tracks and bridge and return the western hump to service, which was completed on March 28, 1960, at an expense of \$200,000 (). The New Haven's initial decision not to replace the damaged bridge resulted in criticism; a union observer testified to the Connecticut public utilities commission that delays from the damaged bridge resulted in train crews and locomotives spending hours at a time idling, an expense the financially troubled railroad could ill afford. The following year, the New Haven's financial problems forced it into bankruptcy, and conditions at the yard began to decline due to deferred maintenance. Car float service between Cedar Hill Yard and New York and New Jersey ended in 1968, when Selkirk Yard was rebuilt, resulting in a significant reduction in traffic. ### Penn Central takes over, 1969 to 1976 In 1969, the bankrupt New Haven Railroad was merged into newly-formed Penn Central Transportation Company, which inherited the yard. Soon after, Penn Central shut down the western hump at the yard, leaving only one hump in operation. That same year, electrified operations were discontinued, and the catenary in the yard was dismantled. Under Penn Central, the yard was largely in a state of decay. The retarders in the yard had never been upgraded or replaced since their installation in 1929, and were no longer able to apply enough force to cars to slow them. The employees came up with a solution that was dubbed the 'toothpick machine': workers in the yard placed pieces of wood ("toothpicks") on the rails in front of each car, to reduce their speed as they went down the hump. A 1974 U.S. Senate report assessing issues in agricultural transportation opined that "Considering the price of new lumber these days, it is quite possible a new retarder would be cheaper." On June 12, 1973, another trestle in the yard was destroyed by a fire. The trestle was part of a freight bypass that connected to the line towards Hartford from the north end of the yard. Penn Central was forced to route northbound trains from the yard through the city of New Haven until the trestle could be repaired. Operations at Cedar Hill were severely impacted by a fire on the Poughkeepsie Bridge in May 1974, which suspended all traffic between New Haven and points west that travelled across the bridge via the Maybrook Line. The bridge remained closed despite a directive to reopen it from Malcolm Wilson, the Governor of New York, later that year. Plans for rebuilding the bridge were repeatedly delayed, with New York representative Benjamin Gilman calling the situation a "seminar on government procrastination". A legal fight over the fate of the bridge continued for years, with Connecticut's congressional delegation opposed to the federal plan to abandon the bridge and route freight to Cedar Hill via a circuitous route through Albany, New York, and Springfield, Massachusetts. A representative of the Connecticut Department of Transportation (CTDOT) observed that freight shipments between Washington, D.C., and Boston increased in time from 6 hours to 31 hours when traveling this inland route. ### Conrail assumes operations, 1976 to 1999 Penn Central was merged into Conrail in 1976, along with many other bankrupt or troubled railroads in the Northeast, making Conrail the yard's new owner beginning in April. Working with the Connecticut Department of Transportation, Conrail began efforts to bring portions of Cedar Hill into a state of good repair. The company spent over \$1 million ( in ) on track resurfacing and tie replacement between Cedar Hill and Hartford Yard by August 1976, four months after beginning operations at the yards, including replacement of over 15,000 ties in Cedar Hill, and the resurfacing (tamping) of 20 miles (32 km) of yard tracks. Conrail also rebuilt and reopened several tracks in the yard that had been out of service due to their unsafe condition, a consequence of deferred maintenance. The railroad projected it would spend over \$3 million ( in ) on repairs between the two yards; Conrail's Northeast Region general manager told a local newspaper that "By the end of the year, 30,000 more ties will be installed in Cedar Hill and Hartford Yards and an additional 34 miles (55 km) of tracks surfaced". Conrail initially focused on expanding Trailer On FlatCar (TOFC) service in a joint project with the CTDOT. In August 1976, Cedar Hill averaged 34 TOFC loads per day, and Conrail projected this number to double upon the completion of a clearance raising project for a bridge in Berlin, Connecticut. Conrail also planned to rebuild the remaining hump to accommodate modern railcars. At the end of 1976, Conrail reported a 37 percent increase in traffic at the yard for November and December, thanks to the successful completion of the bridge raising project, which added six inches (15 cm) of clearance. In 1978, two years into Conrail's tenure, Cedar Hill was processing roughly 300 cars a day, significantly less than it had in the New Haven days. Of the 14 individual yards which made up Cedar Hill Yard, seven remained in use, with a maximum capacity of 4,000 cars per day. At this point the yard employed 200 workers, down from its peak of 1,000. Traffic declined precipitously due to the opening of the newly rebuilt and computerized Selkirk Yard, which took the majority of Cedar Hill's previous freight. Though Cedar Hill Yard remained the largest classification yard in New England, Conrail spokesman Robert McKernan summed up the change in the yards importance by stating that while it continued to be an indispensable link for freight traffic in southern Connecticut, the rebuilding of Selkirk Yard ended its status as essential for Southern New England as a whole. Primary commodities entering the yard at this point were trap rock, metals, food, chemicals, and general merchandise. Conrail also began to downsize its workforce at the yard, laying off dozens of employees between 1977 and 1979 and attracting the ire of Congressman Robert Giaimo. In 1978, Conrail was joined in the yard by Amtrak, the national passenger rail operator formed by the United States Congress earlier that decade. Amtrak took over the western portion of the yard, including the former western hump. At the time, an Amtrak spokesman said of its portion of the yard that "Eventually it will be a major yard" used to support Amtrak services in Southern New England. Despite previous plans, the end of hump operations at Cedar Hill arrived in April 1980, when Conrail took the remaining hump out of service permanently. Short on funds and operating at a loss, Conrail downsized the yard in favor of the newer yard at Selkirk. From this point on, all operations were done by flat switching. In October 1981, facing continuing financial problems, Conrail announced its intention to file to abandon its line over the Hudson River via the Poughkeepsie Bridge, ending the prospect of the bridge returning to service. With the line abandoned, the key link between Cedar Hill Yard and the rest of the country was severed. Illegal dumping of toxic mercury was discovered in an abandoned portion of the yard in 1988, resulting in an investigation involving the Connecticut Department of Energy and Environmental Protection, the Federal Bureau of Investigation, and the Environmental Protection Agency being launched. The next year, two men who owned an auto repair shop next to the yard were convicted of illegally disposing of the mercury and sentenced to prison time as a result of the investigation. Conrail employees at Cedar Hill Yard briefly went on strike on April 17, 1991, as part of a nationwide strike by railroad workers. This strike was ended the next day by a bill which banned railroad workers from striking, while also creating a committee to work out issues between railroad workers and employers, which was quickly passed by the United States Congress and signed by President George H. W. Bush. ### CSX assumes control, 1999 to present In 1999, Conrail's lines in New England were purchased by CSX Transportation. Following its assumption of operations, CSX began to develop Cedar Hill Yard in the early 2000s for the loading, unloading, and transfer of bulk cargo such as lumber and cement between trucks and trains. The railroad has continued the TOFC business that was run by Conrail, but much of it is now moved between Cedar Hill Yard and CSX's West Springfield, Massachusetts yard by truck due to limited capacity on the New Haven–Springfield Line, which is a busy passenger train corridor. In the late 2000s, a new rail line was built to connect the yard to the port of New Haven. As of 2021, this line is operated by the Providence and Worcester Railroad. A fire occurred in Cedar Hill Yard on July 23, 2016. The North Haven Fire Department responded to a report of a hopper car filled with construction debris on fire. The fire was extinguished without incident within a few hours. ## Present day As of 2021, CSX remains the owner and main operator at Cedar Hill Yard. Freight operations take place in the former Northbound Departure Yard and the North and Eastbound Classification Yard, both of which are now used for flat switching. The yard contains a TRANSFLO bulk cargo transfer terminal which handles transloading. From Cedar Hill, CSX operates local trains which serve freight customers on the New Haven Line, as well as the southern portion of the New Haven-Springfield Line. Connecticut Southern Railroad is under contract by CSX to move freight between Cedar Hill Yard and the yard in West Springfield, Massachusetts, on the CSX Berkshire Subdivision. Another occupant of the yard is Amtrak, which uses it to store equipment and as a base for maintenance of way operations on the Northeast Corridor in Connecticut. Amtrak occupies the portion of the yard west of the Quinnipiac River. The yard also contains the headquarters for the company's New England Division. As of 2016, Amtrak employs approximately 100 people at Cedar Hill. Some of Amtrak's yard is leased to a local manufacturer of welded rail. The Providence and Worcester Railroad leases a few tracks in the yard from CSX and Amtrak for locomotive servicing and freight use. The railroad also moves dedicated aggregate trains in and out of the yard. In the 21st century, much of the yard now lies abandoned and is an attraction for urban explorers, despite the dangers of the old buildings and facilities which contain lead paint and asbestos. The former New Haven Railroad coaling tower, built in 1927, stands abandoned to this day within Amtrak's portion of the yard and is a local landmark. ## Future plans While as of 2021 the yard was operating at a small fraction of its former level of activity, since the 1980s there have been several proposals that would increase traffic. The proposed Cross-Harbor Rail Tunnel in New York City would result in more usage of Cedar Hill Yard. Since so much of the yard is not in use, advocates have proposed rebuilding the abandoned portions of the yard to handle new rail freight traffic from the tunnel if it is built. Officials in Connecticut have supported this proposal as a means of reducing truck traffic on the frequently congested Connecticut Turnpike between New York City and New Haven. Additionally, in 2011, a proposal was considered to reintroduce car float service between New Haven and New Jersey, with Cedar Hill Yard as the staging location for the New Haven terminus. ## Location As built, the yard was situated where three railroad lines met, all of which remain in service as of 2022. These are the Shore Line Railway, which travelled east along the Connecticut coast past New Haven; the Hartford and New Haven Railroad, which travelled north to Hartford and Springfield; and the "Air Line" (Boston and New York Air-Line Railroad) which travelled northeast from New Haven towards Middletown. By the time the first instance of Cedar Hill Yard was constructed, all three companies were part of the New York, New Haven and Hartford Railroad, which controlled nearly all railroad traffic in Connecticut. Two other railroad lines formerly entered New Haven near the yard: the New Haven and Northampton Railroad (the "Canal Line") diverged northward from the Shore Line Railway less than a mile west of Cedar Hill Yard, while in East Haven the New Haven and Derby Railroad connected New Haven to Derby. The New Haven and Derby line was abandoned in 1938, and in 1987 the connection with the Canal Line was cut due to low clearances that blocked modern railroad cars from entering and exiting the line. In the 21st century, the former Hartford and New Haven Railroad line is now Amtrak's New Haven–Springfield Line, the Air Line is part of the Providence and Worcester Railroad, and the Shore Line is part of Amtrak's Northeast Corridor. ## See also - Electrification of the New York, New Haven, and Hartford Railroad - Northup Avenue Yard
776,265
Caroline Island
1,173,081,206
Coral atoll in the Pacific Ocean
[ "Atolls of Kiribati", "Caroline Island", "Former disputed islands", "Former populated places in Oceania", "Pacific islands claimed under the Guano Islands Act", "Uninhabited islands of Kiribati" ]
Caroline Island (also known as Caroline Atoll or Millennium Island) is the easternmost of several uninhabited coral atolls comprising the southern Line Islands in the central Pacific Ocean nation of Kiribati. The atoll was first sighted by Europeans in 1606 and was claimed by the United Kingdom of Great Britain and Ireland in 1868. It has been part of the Republic of Kiribati since the island nation's independence in 1979. Caroline Island has remained relatively untouched and is one of the world's most pristine tropical islands, despite guano mining, copra (coconut meat) harvesting, and human habitation in the 19th and 20th centuries. It is home to one of the world's largest populations of the coconut crab and is an important breeding site for seabirds, most notably the sooty tern. The atoll is known as the first place on Earth to see sunrise each day during much of the year, and for its role in the millennium celebrations of 2000. A 1995 realignment of the International Date Line made Caroline Island the first point of land on Earth to reach 1 January 2000 on the calendar. ## History ### Prehistory The atolls (ring-shaped coral reefs) of the Pacific Ocean are the most marginal environment in the world for human habitation. They have generally not been occupied for more than 1,500 years, but started to be settled by humans once permanent islets formed around lagoons. In comparison with other atolls, Caroline Island has been relatively undisturbed. There are indications that early Polynesians reached the island before Europeans, as several marae (communal or sacred places) and graves have been discovered, but no evidence has been found of long-term settlement. Evidence of the largest of the marae, located on the west side of Nake Islet, was documented in 1883. ### Early sightings and accounts Ferdinand Magellan may have sighted Caroline Island on 4 February 1521. The first recorded sighting of Caroline Island by Europeans was on 21 February 1606, by the Portuguese explorer Pedro Fernández de Quirós, who named the island San Bernardo, and who wrote an account of his voyage. The island was next seen by Europeans on 16 December 1795, when the British naval officer William Robert Broughton of HMS Providence named it Carolina, after the daughter of Philip Stephens, the First Secretary of the Admiralty. The island was sighted in 1821 by the English whaler Supply, and was then named "Thornton Island" for the ship's captain. It was also recorded in the 19th century as Hirst Island and Clark Island. Other early visits which left behind accounts of the island include that of the USS Dolphin in 1825, written by the United States Navy officer Hiram Paulding. According to this account, the crew of the Dolphin supplied themselves with fish from the island, although when wading back to their ship they were attacked by sharks. The English whaling ship Tuscan reached Caroline island in 1835, and the geography and wildlife of the island were recorded by the ship's surgeon, the biologist Frederick Debell Bennett, in his Narrative of a Whaling Voyage Round the Globe From the Year 1833–1836. Bennett knew that the island was seldom visited, "although it is usually 'sighted' by South-Seamen, when on their way from the Society Islands to the North Pacific". He noted that about seven years before the arrival of the Tuscan, a Captain Stavers had landed on the island and left behind some pigs, of which no trace remained. ### 1883 solar eclipse In 1883 two expeditions arrived on Caroline Island in time to observe and record the solar eclipse of 6 May. On 22 March, American and English astronomers left the Peruvian port of Callao aboard the USS Hartford, arriving at the island on 20 April. Among those in the American expedition were the astronomers Edward S. Holden of the Washburn Observatory, the expedition's leader, and William Upton, professor of astronomy at Brown University. An expedition from France arrived two days later in the L'Eclaireur. As small boats could not come close to the shore, the equipment was carried to the island by men standing in about 2 feet (0.6 m) of water, and then about 500 yards (460 m) further to the observation site. On the morning of 6 May, the sky cleared shortly before the time of first contact, and remained clear for the rest of the day. During the eclipse, the astronomers searched for Vulcan, a hypothetical intra-Mercurial planet, but discovered nothing. The duration of totality (the time the entire disc of the Sun is obscured) was 5 minutes 25 seconds, a little less than the maximum duration of 5 minutes 58 seconds. The Austrian astronomer Johann Palisa, a member of the French expedition, discovered an asteroid later that year, which he named Carolina after the island. ### Commercial enterprises and British claim In 1846, the Tahitian firm of Collie and Lucett attempted to establish a small stock-raising and copra-harvesting community on the island; the operation met with limited financial success. In 1868, Caroline was claimed for Britain by the captain of HMS Reindeer, which noted 27 residents in a settlement on South Islet. The island was leased by the British government to Houlder Brothers and Co. in 1872, with John T. Arundel as the manager; two of the islets are named for him. Houlder Brothers and Co. conducted minimal guano mining on the island from 1874. John T. Arundel and Co. took over the lease and the industry in 1881; the company supplied a total of about 10,000 tons of phosphate until supplies became exhausted in 1895. In 1885 Arundel established a coconut plantation, but the coconut palms suffered from disease and the plantation failed. The settlement on the island lasted until 1904, when the six remaining Polynesians were relocated to Niue. The island was leased to S.R. Maxwell and Company and a new settlement was established in 1916, this time built entirely upon copra export. Much of the South islet was deforested to make way for coconut palms, a non-indigenous plant. The business venture, however, went into debt, and the island's settlement slowly decreased in population. By 1926, it was down to only ten residents, and by 1936, the settlement consisted of only two Tahitian families. It was abandoned in the late 1930s. During World War II, Caroline Island remained unoccupied, and no military action took place there. Under British jurisdiction, it was formally repossessed by the British Western Pacific High Commission in 1943 and then governed as part of the Central and Southern Line Islands. A Tahitian family was found to be living on the atoll when the American sailor John Caldwell visited it in September 1946. In January 1972, the Central and Southern Line Islands were joined with the British colony of the Gilbert and Ellice Islands, which had become autonomous in 1971. ### Kiribati When the Gilbert Islands became the independent nation of Kiribati in 1979, Caroline Island became Kiribati's easternmost point. The island is owned by the government of the Republic of Kiribati and overseen by the Ministry of Line and Phoenix Islands Development, which is headquartered on Kiritimati. Claims to sovereignty over the island by the United States were relinquished in the 1979 Treaty of Tarawa, ratified by the U.S. Senate in 1983. The island was inhabited from 1987 to 1991 by Anne and Ron Falconer and their children, who developed a largely self-sufficient settlement. Following a transfer of ownership, the Falconers left the island. In the 1990s, the island was occasionally visited by Polynesian copra gatherers under agreements with the Kiribati government in Tarawa. On 23 December 1994, the Republic of Kiribati announced a change of time zone for the Line Islands would take effect on 31 December 1994. This adjustment placed all of Kiribati on the Asian or western side of the International Date Line. Although Caroline Island's longitudinal position of 150 degrees west corresponded to a UTC offset of −10 hours, the island's new time zone became UTC+14. This move made Caroline Island both the easternmost land in the earliest time zone (by some definitions, the easternmost point on Earth), and the first point of land which would see sunrise on 1 January 2000—at 5:43 a.m. local time. Other Pacific nations, including Tonga, New Zealand and Fiji, protested the move, objecting that it infringed on their claims to be the first land to see dawn in the year 2000. According to the United States Naval Observatory, the first point of land to see sunrise on 1 January 2000 (local time) was between the Dibble Glacier and Victor Bay in East Antarctica, at 66 degrees south, where the sun rose at 12:08 a.m. In August 1997, to promote events to mark the arrival of the year 2000, Caroline Island was renamed Millennium Island by the Kiribati government. In December 1999, over 70 Kiribati singers and dancers travelled to Caroline from South Tarawa, accompanied by approximately 25 journalists, as part of the celebrations to mark the arrival of the new millennium. The broadcast had an estimated audience of up to one billion viewers worldwide. In 2017 a Russian businessman proposed a deal to invest \$350 million to build a resort in Kiribati in exchange for sovereign rights over three islands. The deal was rejected by the Kiribati government based on a report from the Kiribati Foreign Investment Commission. ## Geography and climate Caroline Island lies near the southeastern end of the Line Islands, a string of atolls extending across the equator, 2,400–3,300 km (1,500–2,100 mi) south of the Hawaiian Islands in the central Pacific Ocean. The slightly crescent-shaped atoll has a land area of 699 hectares (2.70 sq mi). It consists of approximately 39 separate islets, surrounding a narrow lagoon; the smallest islet, Motu Atibu, may have disappeared. The islets—which rise to a height of 6 m (20 ft) above sea level—share a common geologic origin, and consist of sand deposits and limestone rock set atop a coral reef. According to the path of the International Date Line, the atoll is the easternmost point of land on Earth. Three islets make up the bulk of Caroline's land area: Nake Islet (91.7 hectares (0.917 km<sup>2</sup>)) at the north, Long Islet (76.0 hectares (0.760 km<sup>2</sup>)) at the northeast of the lagoon, and South Islet (104.4 hectares (1.04 km<sup>2</sup>)) at the southern end. The other islets, most of which were named during a 1988 ecological survey conducted by the naturalists Cameron and Angela Kepler, fall into four groups: the South Nake Islets, the Central Leeward Islets, the Southern Leeward Islets, and the Windward Islets. The island is vulnerable to erosion by spring tides, storms, and strong winds; storms have caused smaller islets to sometimes appear or disappear, and the shapes of larger ones to become altered. The lagoon, roughly 6 by 0.5 km (3.73 by 0.31 mi) in size, is shallow—it is at most 8.8–13.7 m (29–45 ft) in depth—and is crossed repeatedly by narrow coral heads and patch reefs. Reef flats generally extend over 500 m (1,600 ft) from the shore—although some sources report them to extend more than 1,000 metres (3,300 ft) from land—and make boat landings perilous except at high tide. There are no natural landings, anchorages, or deep water openings into the lagoon; water that spills into it over shallow channels at high tide is contained within the surrounding reef and remains stable despite ocean tides. Most landings are made at a small break in the reef at the northeast corner of South Islet. There is no standing fresh water on Caroline Island, but Nake Islet and South Islet have underground freshwater aquifers and freshwater lenses. The underground water supply on Nake attracted Polynesian settlers, but the first European explorers to reach the atoll searched in vain for drinking water; wells were built to tap drinking water for later temporary settlements. Little is known about the island's existing freshwater lenses. Soils are of poor quality, dominated by coral gravel and sand, with organic content present only within stable, forested island centers. Guano deposits make island soil, where it does exist, nitrogen-rich. Like the rest of Kiribati, Caroline Island enjoys a tropical maritime climate which is consistently hot and humid, with air temperatures that relate closely to sea temperature. Across Kiribati average temperatures vary no more than 1 °C from season to season. There is no weather station located at Caroline. During 2014 (as of 2021 the last year for which data is publicly available), monthly mean temperatures at South Tarawa, the capital of Kiribati, ranged between 28.3 and 29.7 °C (82.9–85.5 °F), with maximum monthly temperatures ranging from 31.0 to 32.5 °C (87.8–90.5 °F) and minimum temperatures ranging from 25.0 to 26.5 °C (77.0–79.7 °F). Caroline Island lies within a region of highly variable precipitation; between 1950 and 2010 the region received an average of 1,700 to 2,500 mm (67 to 98 in) of rain annually. Tides are on the order of 0.5 m (1.6 ft), and trade winds, generally from the northeast, mean that corner of the island experiences the roughest seas. Caroline Island is among the most remote islands on Earth. It is 230 km (140 mi) from the closest land at Flint Island, and 5,100 km (3,200 mi) from the nearest continental land in North America. ## Geology Caroline Atoll is one of over 175 atolls and coral islands in the Pacific Ocean. The English naturalist and geologist Charles Darwin first suggested the theory, still accepted, that atolls originate from calcium carbonate platforms that grow around the cones of extinct, sinking volcanoes. Caroline Atoll's high volcanic island has subsided below sea level; the surrounding coral reef has developed upwards, built by corals, its typically annular shape caused by underwater weathering. The coral reef will continue to develop as long as it is not overtaken by rising sea levels, in which case the corals will perish and the atoll will stop growing. The Line Islands chain is made of seamounts and ridges from the Tuamotu Islands in the south to Johnston Atoll in the north; which rise from the ocean floor from a depth of 5,000 metres (3.1 mi). Caroline Island is one of 12 seamounts in the chain to rise above sea level. The igneous rocks of all the Line Islands consist of alkali basalts and hawaiites, and are similar to those found in the Hawaiian Islands. Several models have been proposed to explain the formation of the chain's complex geology. In 1972, the American geophysicist W. Jason Morgan postulated that the chain was formed 70 myr ago in parallel with the creation of the Hawaiian Islands, each by means of a single hotspot. Other experts argued against this model, pointing to geometric and paleomagnetic evidence, and the complex timing of the volcanic episodes that created the Line Island chain. In a 1976 paper, Winterer implied that chains of volcanoes were created by a series of individual hotspots. Over the next decade it was discovered that Late Cretaceous and Eocene volcanism had occurred close to Caroline Island, as well as thousands of kilometres to the north, which disproved the single hotspot model for the formation of the Line Islands, and instead suggested the chain was made by a more complex series of volcanic events than the Hawaiian–Emperor seamount chain. During the 1980s, scientists put forward new theories to explain the evolution of the chain, including a transform fracture zone theory (since refuted by paleomagnetic data), and a multiple hotspot model which is still being discussed as of 2020. A combination of hotspot-transform fracture zone phenomena is also possible. ## Flora and fauna Despite more than three centuries of occasional human impact on Caroline Island, it is one of very few remaining near-pristine tropical islands. The United Nations rated the atoll with a 'Human Impact Index' rating of 1 in 1998, making it one of the most unspoiled islands in the world. Its undisturbed state has led to a proposal that it be designated a World Heritage Site and a Biosphere Reserve. Caroline was visited in 1965 by the Pacific Ocean Biological Survey Program, in 1974 by the Line Island Expedition, and in 1988 and 1991 by the United Nations Environment Programme (UNEP) Wildlife Conservation Unit. A 1991 Kiribati Government expedition, comprising personnel of the Wildlife Conservation Unit and officials of the Ministry of Line and Phoenix Islands Development, agreed that with the exception of South Islet, Long Islet, and Nake Islet, the Caroline Atoll islets should become Wildlife Sanctuaries. In 1988, 90% of Caroline Island had vegetation; two-thirds of the vegetation was woodland, and 89% of the plant species were indigenous. Caroline's islets are made up of seven concentric plant communities, defined by a dominant species. One community—dominated by the coconut palm—was made by humans. The other six are: - an outermost "herb mat", comprising mainly the flowering shrub Heliotropium anomalum and the succulent plant Portulaca lutea; - "Beach Shrub" (shrubland), consisting of the evergreen shrub Bay cedar Suriana maritima; - the minor plant community "Pandanus Forest" (consisting primarily of specimens of the Pandanus tectorius tree); - "Tournefortia Scrub and Forest", populated by Heliotropium arboreum, which dominates the wooded islets of the atoll, forming 31% of the atoll's land area; - "Cordia Forest", dominated by the flowering tree Cordia subcordata; - "Pisonia Forest", consisting of the Pisonia grandis tree, located in the interior of the larger islets, and widely distributed throughout the atoll. Smaller islets lack the central forest and the smallest islets are vegetated solely by low-lying herbs. Coconut palms were introduced to the atoll after it was first discovered by Europeans, and a large plantation still exists on South Islet, with palms growing to a lesser degree on Long Islet and Nake Islet. In 2014 the Kiribati government established a fishing exclusion zone extending to 12 nautical miles around each of the southern Line Islands—Caroline, Flint, Vostok, Malden, and Starbuck. Caroline Island is an important breeding site for several species of seabirds, most notably the sooty tern (Onychoprion fuscata), numbering around 500,000—a colony of sooty terns dominates the eastern islets—and the great frigatebird (Fregata minor), numbering over 10,000, according to estimations made in 1980. Caroline Island and Flint Island host one of the world's largest populations of the coconut crab (Birgus latro). Other native animals include the Tridacna clam, which is abundant in the central lagoon, hermit crabs, and multiple species of lizards. Giant clam populations reach densities up to four per square foot (43 per m<sup>2</sup>) in parts of the lagoon. The most common species is the "small giant clam" Tridacna maxima, and the largest clam species, Tridacna gigas, is also found in the lagoon. The lagoon is a nursery habitat for fish species, including important and heavily exploited species such as the blacktip reef shark (Carcharhinus melanopterus) and the endangered Napoleon wrasse (Cheilinus undulatus). The atoll is designated as a wildlife sanctuary for turtle nesting. The endangered green turtle (Chelonia mydas) nests on the beaches of Caroline Island, but there have been reports of poaching by homesteaders. Human contact has caused the introduction of about twenty non-native species of flora to Caroline Island, including the vine Ipomoea violacea, which has begun to proliferate. Domestic cats and dogs introduced alongside a small homestead have driven the seabird population away from the islet of Motu Ana-Ana. ## Environmental issues Caroline Island is low-lying, with no land greater than 6 metres (20 ft) above sea level. Regional sea surface temperatures have risen by around 0.1 °C per decade since the 1950s, and in 2006, the United Nations rated the island as among those most vulnerable to rising sea levels. The UNEP reported in 2006 that Caroline could disappear "within the next 30–50 years". Caroline Island has recovered from destruction caused by settlers and business opportunists. The island's indigenous plant and animal species are thriving, and it was reported in 2010 that its coral reefs are among the most pristine in the world. The introduced coconut palm is a highly competitive plant which blocks the light and so prevents other species from growing, but is only prevalent on South Islet. Wildlife can be adversely affected by the presence of tourists or hunters, and since 1979 all animals on the island have been protected under Schedule 2 of Kiribati's Wildlife Conservation Ordinance. As of 2014, no governmental management plan or monitoring programme for the island has been produced.
12,722,490
The Slave Community
1,170,886,134
1972 book by John W. Blassingame
[ "1972 non-fiction books", "1979 non-fiction books", "20th-century history books", "American history books", "Antebellum South", "Books about African-American history", "English-language books", "Non-fiction books about American slavery", "Oxford University Press books" ]
The Slave Community: Plantation Life in the Antebellum South is a book written by American historian John W. Blassingame. Published in 1972, it is one of the first historical studies of slavery in the United States to be presented from the perspective of the enslaved. The Slave Community contradicted those historians who had interpreted history to suggest that African-American slaves were docile and submissive "Sambos" who enjoyed the benefits of a paternalistic master–slave relationship on southern plantations. Using psychology, Blassingame analyzes fugitive slave narratives published in the 19th century to conclude that an independent culture developed among the enslaved and that there were a variety of personality types exhibited by slaves. Although the importance of The Slave Community was recognized by scholars of American slavery, Blassingame's conclusions, methodology, and sources were heavily criticized. Historians criticized the use of slave narratives that were seen as unreliable and biased. They questioned Blassingame's decision to exclude the more than 2,000 interviews with former slaves conducted by the Works Progress Administration (WPA) in the 1930s. Historians argued that Blassingame's use of psychological theory proved unhelpful in his interpretation. Blassingame defended his conclusions at a 1976 meeting of the Association for the Study of Afro-American Life and History and in 1979 published a revised and enlarged edition of The Slave Community. Despite criticisms, The Slave Community is a foundational text in the study of the life and culture of slaves in the Antebellum South. ## Historiographic background Ulrich Bonnell Phillips wrote the first major historical study of the 20th century dealing with slavery. In American Negro Slavery (1918), Phillips refers to slaves as "negroes, who for the most part were by racial quality submissive rather than defiant, light-hearted instead of gloomy, amiable and ingratiating instead of sullen, and whose very defects invited paternalism rather than repression." American Negro Slavery is infused with racial rhetoric and upholds perceptions about the inferiority of black people common in the southern United States at the time. Although African American academics such as W. E. B. Du Bois criticized Phillips's depiction of slaves, the book was considered the authoritative text on slavery in America until the 1950s. Phillips's interpretation of slavery was challenged by Kenneth M. Stampp in The Peculiar Institution: Slavery in the Ante-Bellum South (1956) and Stanley M. Elkins in Slavery: A Problem in American Institutional and Intellectual Life (1958). Stampp's study lacks the racist interpretation found in American Negro Slavery and approaches the issue from the position that there is no innate difference between blacks and whites. He questions the reality of plantation paternalism described by Phillips: "the reality of ante-bellum paternalism ... needs to be separated from its fanciful surroundings and critically analyzed." Elkins also dismisses Phillips's claim that African American slaves were innately submissive "Sambos". He argues that slaves had instead been infantilized, or "made" into Sambos, by the brutal treatment received at the hands of slaveowners and overseers. Elkins compares the process to the infantilization of Jews in Nazi concentration camps. Like Phillips, Stampp and Elkins relied on plantation records and the writings of slaveowners as their main primary sources. Stampp admits that "few ask what the slaves themselves thought of bondage." Historians dismissed the written works of slaves such as the 19th century fugitive slave narratives as unreliable and biased because of their editing by abolitionists. Scholars also ignored the 2,300 interviews conducted with former slaves in the late 1930s by the WPA Federal Writers' Project. As historian George P. Rawick points out, more weight was often given to white sources: the "masters not only ruled the past in fact" but also "rule its written history." The 1970s, however, witnessed the publication of revisionist studies that departed from the traditional historiography of slavery. Focusing on the perspective of the slave, new studies incorporated the slave narratives and WPA interviews: George Rawick's From Sunup to Sundown: The Making of the Black Community (1972), Eugene D. Genovese's Roll, Jordan, Roll: The World the Slaves Made (1974), Peter H. Wood, Black Majority: Negroes in Colonial South Carolina from 1670 Through the Stono Rebellion (1974), Leslie Howard Owens's This Species of Property: Slave Life and Culture in the Old South (1976), Herbert G. Gutman's The Black Family in Slavery and Freedom, 1750–1925 (1976), Lawrence W. Levine's Black Culture and Black Consciousness: Afro-American Folk Thought from Slavery to Freedom (1977), and Albert J. Raboteau's Slave Religion: The "Invisible Institution" in the Antebellum South (1978). One of the more controversial of these studies was John W. Blassingame's The Slave Community. ## Blassingame's argument In The Slave Community, Blassingame argues that "historians have never systematically explored the life experiences of American slaves." He asserts that by concentrating on the slaveowner, historians have presented a distorted view of plantation life that "strips the slave of any meaningful and distinctive culture, family life, religion, or manhood." Blassingame outlines that the reliance on planter sources led historians like Elkins to mimic planter stereotypes of slaves such as the "submissive half-man, half child" Sambo. Noting the agency slaves possessed over their lives, he contends, "Rather than identifying with and submitting totally to his master, the slave held onto many remnants of his African culture, gained a sense of worth in the quarters, spent most of his time free from surveillance by whites, controlled important aspects of his life, and did some personally meaningful things on his own volition." ### African cultural retention and slave culture According to Blassingame, African culture was not entirely removed from slave culture through the process of enslavement and "was much more resistant to the bludgeons that was slavery than historians have hitherto suspected." "African survivals" persisted in the form of folk tales, religion and spirituality, music and dance, and language. He asserts that the retention of African culture acted as a form of resistance to enslavement: "All things considered, the few Africans enslaved in seventeenth- and eighteenth-century America appear to have survived their traumatic experiences without becoming abjectly docile, infantile, or submissive" and "since an overwhelming percentage of nineteenth-century Southern slaves were native Americans, they never underwent this kind of shock [the Middle Passage] and were in a position to construct psychological defenses against total dependency on their masters." Blassingame asserts that historians have discussed "what could be generally described as slave 'culture,' but give little solid information on life in the quarters." He argues that culture developed within the slave community independent of the slaveowners' influence. Blassingame notes, "Antebellum black slaves created several unique cultural forms which lightened their burden of oppression, promoted group solidarity, provided ways for verbalizing aggression, sustaining hope, building self-esteem, and often represented areas of life largely free from the control of whites." Blassingame notes that many of the folk tales told by slaves have been traced by African scholars to Ghana, Senegal, and Mauritania to peoples such as the Ewe, Wolof, Hausa, Temne, Ashanti, and Igbo. He remarks, "While many of these tales were brought over to the South, the African element appears most clearly in the animal tales." One prominent example discussed by Blassingame is the Ewe story of "Why the Hare Runs Away", which is a trickster and tar-baby tale told by southern slaves and later recorded by writer Joel Chandler Harris in his Uncle Remus stories. Southern slaves often included African animals like elephants, lions, and monkeys as characters in their folk tales. As Christian missionaries and slaveowners attempted to erase African religious and spiritual beliefs, Blassingame argues that "in the United States, many African religious rites were fused into one—voodoo." Voodoo priests and conjurers promised slaves that they could make masters kind, harm enemies, ensure love, and heal sickness. Other religious survivals noted by Blassingame include funeral rites, grave decorating, and ritualistic dancing and singing. Slaveowners and state governments tried to prevent slaves from making or playing musical instruments because of the use of drums to signal the Stono Rebellion in 1739. Blassingame, however, points out that in spite of restrictions, slaves were able to build a strong musical tradition drawing on their African heritage. Music, songs, and dances were similar to those performed or played in Africa. Instruments reproduced by slaves include drums, three-stringed banjos, gourd rattles, and mandolins. Still, Blassingame concludes that cross-cultural exchanges occurred on southern plantations, arguing that "acculturation in the United States involved the mutual interaction between two cultures, with Europeans and Africans borrowing from each other." Blassingame asserts that the most significant instance revolved around Protestant Christianity (primarily Baptist and Methodist churches): "The number of blacks who received religious instruction in antebellum white churches is significant because the church was the only institution other than the plantation which played a major role in acculturating the slave." Christianity and enslaved black ministers slowly replaced African religious survivals and represented another aspect of slave culture which the slaves used to create their own communities. While ministers preached obedience in the presence of the slaveowners and other whites, slaves often met in secret, "invisible" services unsupervised by whites. In these "invisible churches", slaves could discuss freedom, liberty, and the judgment of God against slaveowners. ### Slave families Slave marriages were illegal in southern states, and slave couples were frequently separated by slaveowners through sale. Blassingame grants that slaveowners did have control over slave marriages. They encouraged monogamous relationships to "make it easier to discipline their slaves. ... A black man, they reasoned, who loved his wife and his children was less likely to be rebellious or to run away than would a 'single' slave." Blassingame notes that when a slave couple resided on the same plantation, the husband witnessed the whipping and raping of his wife and the sale of his children. He remarks, "Nothing demonstrated his powerlessness as much as the slave's inability to prevent the forcible sale of his wife and children." Nevertheless, Blassingame argues that "however frequently the family was broken it was primarily responsible for the slave's ability to survive on the plantation without becoming totally dependent on and submissive to his master." He contends: > While the form of family life in the quarters differed radically from that among free Negroes and whites, this does not mean it failed to perform many of the traditional functions of the family—the rearing of children being one of the most important of these functions. Since slave parents were primarily responsible for training their children, they could cushion the shock of bondage for them, help them to understand their situation, teach them values different from those their masters tried to instill in them, and give them a referent for self-esteem other than the master. Blassingame asserts that slave parents attempted to shield infants and young children from the brutality of the plantation. When children understood that they were enslaved (usually after their first whipping), parents dissuaded angry urges to run away or seek revenge. Children observed fathers demonstrating two behavioral types. In the quarters, he "acted like a man", castigating whites for the mistreatment of himself and his family; in the field working for the master, he appeared obedient and submissive. According to Blassingame, "Sometimes children internalized both the true personality traits and the contradictory behavioral patterns of their parents." He believes that children recognized submissiveness as a convenient method to avoid punishment and the behavior in the quarters as the true behavioral model. Blassingame concludes, "In [the slave father's] family, the slave not only learned how to avoid the blows of the master, but also drew on the love and sympathy of its members to raise his spirits. The family was, in short, an important survival mechanism." ### Personality types Blassingame identifies three stereotypes in the literature of the antebellum south: - Sambo was a combination of the Uncle Remus, Jim Crow, and Uncle Tom figures who represented the faithful, submissive, and superstitious slave. - Jack worked faithfully until he was mistreated, then he became uncooperative and occasionally rebellious. Rationally analyzing the white man's overwhelming physical power, Jack either avoided contact with him or was deferential in his presence. - Nat was the perpetual runaway and rebellious slave feared by slaveowners. Named after Nat Turner, the Nat character retaliated against slaveowners and was subdued and punished only when overcome by greater numbers. Directly challenging Elkins's infantilization thesis, Blassingame argues that historians have focused too much on the Sambo personality type and the role of paternalism. "The Sambo stereotype was so pervasive in antebellum Southern literature that many historians, without further research, argue that it was an accurate description of the dominant slave personality." According to Blassingame, the Sambo figure evolved from white Americans' attitudes toward Africans and African Americans as innately barbaric, passive, superstitious, and childlike. Southern writers felt a need to defend slavery from allegations of abuse and brutality leveled by northern abolitionists, so Sambo became a common portrayal to justify and explain the need for plantation paternalism. Finally, slaveowners used the Sambo stereotype to alleviate their own fears and anxieties about the potential rebelliousness of their slaves. Blassingame remarks, "In this regard, Nat, the actual and potential rebel, stands at the core of white perceptions of the slave. With Nat perennially in the wings, the creation of Sambo was almost mandatory for the Southerner's emotional security. Like a man whistling in the dark to bolster his courage, the white man had to portray the slave as Sambo." Despite slaveowner paternalism and charges of submissiveness, Blassingame contends, "There is overwhelming evidence, in the primary sources, of the Negro's resistance to his bondage and of his undying love for freedom." Blassingame outlines efforts of slaves to run away and rebel, particularly the Stono Rebellion of 1739, Charles Deslondes's revolt in 1811, Nat Turner's revolt of 1831, and the participation of fugitive slaves in Florida fighting with Seminoles during the Seminole Wars. Blassingame concludes that the Sambo and Nat stereotypes "were real." He explains, "The more fear whites had of Nat, the more firmly tried to believe in Sambo in order to escape paranoia." Blassingame concludes that there were a variety of personality types exhibited by slaves positioned on a scale between the two extremes of Sambo and Nat. He argues that variations present in plantations, overseers, and masters gave the slave "much more freedom from restraint and more independence and autonomy than his institutionally defined role allowed. Consequently, the slave did not have to be infantile or abjectly docile in order to remain alive." Blassingame compares slavery on southern plantations to the treatment of prisoners in Nazi concentration camps in an effort to demonstrate that "the most important factor in causing infantilism, total dependency, and docility in the camps was the real threat of death which left few, if any, alternatives for the inmates." He remarks, "Placed on a continuum of total institutions, the concentration camp is far removed from the Southern plantation." According to Blassingame, the goal of the irrationally organized and understaffed plantation was not the systematic torture and extermination of its laborers, who were "worth more than a bullet". ## Methodology and sources In The Slave Community, Blassingame uses psychologist Harry Stack Sullivan's interpersonal theory to interpret the behavior of slaves on antebellum plantations. Sullivan claims that "significant others", persons with the most power to reward and punish individual behavior, were primarily responsible for determining behavior. Interpersonal theorists argue that "behavioral patterns are determined by the characteristics of the situation, how the person perceives them, and his behavioral dispositions at the time." The most important component of personality is self-esteem. Blassingame explains, "Our sense of self-esteem is heightened or lowered by our perception of the images others have of us." Interpersonal behavior revolves around the dominant-submissive axes: "One form of behavior tends to elicit its complement: dominance leads to submission and vice versa. The extent of submissiveness often depends on the structure of the group to which the person belongs." Another psychological theory used by Blassingame is role theory. According to this theory, "a person's behavior is generally determined by the socially defined roles or the behavioral patterns expected of him in certain situations." Blassingame asserts that through applying interpersonal and role theory to the fugitive slave narratives, historians can determine "the extent to which slaves acted the way their masters expected them to behave" and how the Sambo, Jack, and Nat personality types can be misleading. Blassingame contends that historians have "deliberately ignored" autobiographies of ex-slaves, particularly the fugitive slave narratives. "Consequently", argues Blassingame, "a great deal of emphasis has been placed on non-traditional sources in this study in an effort to delineate more clearly the slave's view of bondage and to discover some new insights into the workings of the system." He relies heavily on narratives by Henry Bibb, Henry Clay Bruce, Elizabeth Keckley, Samuel Hall, Solomon Northup, Charles Ball, Jermain Wesley Loguen, William Wells Brown, John Brown, Robert Anderson, William Grimes, Austin Steward, and Frederick Douglass. Blassingame's discussion of the African slave trade, Middle Passage, and African culture is based on Olaudah Equiano's The Interesting Narrative of the Life of Olaudah Equiano, or Gustavus Vassa, the African (1794). Rather than accepting the fugitive slave narratives without question, Blassingame admits to scrutinizing his reading of the texts. He notes that arguments against the use of these autobiographies used by historians revolve around reliability: "Many historians refuse to use these accounts because they have felt the fugitive, as the primary sufferer in the institution, was unable to give an objective account of bondage." Still, Blassingame defends his reliance on autobiographies, noting, "The portrait of the institution of slavery which emerges from the narratives is not the simple picture of hell on earth that most historians have led us to believe they contain. Instead, the fugitives' plantations are peopled with the same range of heroes and villains, black and white, which one generally finds in the human race." Therefore, Blassingame concludes: > Like most personal documents, the autobiography provides a window to the larger world. In this sense, the slave writers present a participant observers' comments on the larger slave society. As an eyewitness, the autobiographer brings the historian into contact with almost all kinds of slaves. When the autobiographies are accepted both as records of the unique experiences of each individual author and as eyewitness accounts of several slave communities, they are clearly "representative". Besides fugitive slave narratives, Blassingame uses abolitionist periodicals such as The Liberator, National Anti-Slavery Standard, Pennsylvania Freeman, Anti-Slavery Bugle, and Genius of Universal Emancipation. According to Blassingame, these periodicals printed slave interviews, letters, and autobiographies, but "gave even more coverage to white Southerners than to slaves and frequently reprinted articles, letters, and proceedings from a large number of Southern newspapers". A primary source that Blassingame did not consult in his study was the WPA slave interviews. While he admits that "slave interviews rival autobiographies in their revelations about the internal dynamics of bondage, ... the heavy editing of the WPA interviews makes them far more difficult to utilize than black autobiographies." He elaborates on his criticism of the interviews in a 1975 article in the Journal of Southern History. He describes how white interviewers often deleted material contrary to the paternalistic image of the antebellum South which they wanted to present. Blassingame concludes, "Uncritical use of the interviews will lead almost inevitably to a simplistic and distorted view of the plantation as a paternalistic institution where the chief feature of life was mutual love and respect between masters and slaves." Blassingame builds on the historiography of Phillips, Stampp, and Elkins, but he acknowledges the influence of Charles S. Sydnor's Slavery in Mississippi (1933), Orville W. Taylor's Negro Slavery in Arkansas (1958), Eugene D. Genovese's The Political Economy of Slavery (1961), and Ann J. Lane's anthology of essays The Debate Over Slavery: Stanley Elkins and His Critics (1971). ## Reception and influence The importance of The Slave Community as one of the first studies of slavery from the perspective of the slave was recognized by historians. The book nonetheless received heavy criticism by academics who disagreed with Blassingame's conclusions, methodology, and sources. Historian George P. Rawick noted in 1976, however, that the criticism "should not obscure the fact that [Blassingame's] book was of such merit as to warrant spending our time criticizing it four years after its publication. Yet, like many good books, it should have been better." ### Criticism In The History Teacher, Keith Polakoff comments that "only with the publication of Blassingame's work do we obtain for the first time a detailed examination of the daily lives of the slaves on large plantations, with some intelligent speculation about the forces to which they were subjected. David Goldfield writes in Agricultural History that the book was the most impressive and balanced attempt to understand the slave's responses to plantation life to date. Carl N. Degler writes in the Washington Post that Blassingame's study comes "closer than any previous study to answering the question 'what was it like to be a slave?'" Still, Blassingame's conclusions, methodology, and sources received substantial criticism from historians. Marian DeB. Kilson's review in the American Historical Review described Blassingame's aims as "imperfectly realized" because he "lacks a clear analytical perspective". She found his discussion of slave personality types "fascinating" and "his methodological aims ... important" but "not systematically pursued". Kilson believes that Blassingame ultimately failed in his analysis because "his intellectual integration of social and psychological orientations has yet to be fully achieved." Orville W. Taylor contends in the Journal of Negro History that Blassingame had a tendency to overgeneralize and make "unsubstantiatable claims to originality and uniqueness". In the Journal of Political Economy, economic historian Stanley L. Engerman complains that the book is not "written by or for economists" and makes "limited use of economic analysis". He continues, "Given the concern with the 'personal autonomy' and culture of the slave, much of the book is devoted to the African heritage; to slave music, religion, and folklore; and to the discussion of the slave family and other personal relationships." Engerman concedes that The Slave Community "is a book written at a time of transition in the interpretation of slavery and black culture", but "the author at times seems unsure of the direction in which he is pointing." He concludes that Blassingame's "analysis is incomplete in its presentation of a different and more complex scene" even though he "effectively shows the difficulties of the concentration-camp image and the Sambo myth". Historians criticized Blassingame for dismissing the WPA slave interviews and relying solely on fugitive slave narratives. In the Journal of American History, Willie Lee Rose writes that Blassingame's use of the fugitive slave narratives is marred by his neglect of the WPA interviews. Kenneth Wiggins Porter regards Blassingame's dependence on printed sources as a "major weakness" and believes he does not use enough white sources like plantation records and travel narratives, particularly Frederick Law Olmsted's account of life in the antebellum South. According to George Rawick, "We desperately need work that depicts and analyzes the lives of black women under slavery. We have had very largely a male-dominated literature about slavery." He notes, "Blassingame, unfortunately, does not help us at all in this task." Rawick surmises that if Blassingame had consulted the WPA slave interviews, he would have developed a picture of the "heroic struggles of black women on behalf of themselves and of the whole black community". Historians exhibited varying responses to Blassingame's use of psychological theory. In a review in the William and Mary Quarterly, George Mullin is especially critical of Blassingame's use of psychology, stating that Blassingame "reduc[es] slave behavior and culture to a question of roles and psychological characteristics". He concludes that an "E. P. Thompson for the American Black community during slavery is still off-stage", and that the topic needs exploration by a social or economic historian. Rawick states that Blassingame's "first major error lies in adopting the very questionable deterministic social psychological role theories associated with ... Erving Goffman and Harry Stack Sullivan." He complains that it "parodies the basic complexity of the 'psychology' of the oppressed who simultaneously view themselves in socially negative terms while struggling against the view of themselves and their behavior". Rawick is convinced that Blassingame would have reached the same conclusions from the sources without the use of psychology "because the historical evidence as seen through an unadulterated commitment to the struggles of the slaves and an equally uncompromising hostility to the masters would have led him there." On the other hand, Eugene D. Genovese and Earl E. Thorpe praised Blassingame for his use of psychological theory, but admit they prefer Freudian and Marxist interpretations over Sullivanian theory. ### Influence In 1976, the Association for the Study of Afro-American Life and History met in Chicago and held a session on The Slave Community. Panelists included Mary Frances Berry, Herbert Gutman, Leslie Howard Owens, George Rawick, Earl Thorpe, and Eugene Genovese. Blassingame responded to questions and critiques from the panel. The discussion led to the publication of an anthology edited by Al-Tony Gilmore called Revisiting Blassingame's The Slave Community: The Scholars Respond (1978). The book includes essays by the panelists as well as James D. Anderson, Ralph D. Carter, John Henrik Clarke, and Stanley Engerman. Blassingame's essay, "Redefining The Slave Community: A Response to Critics" appears in the volume. Since its publication in 1972 and revision in 1979, The Slave Community has influenced subsequent historiographical works on slavery in the United States. In a 1976 edition of Roll, Jordan, Roll, Eugene Genovese explains that Blassingame's book "demonstrates that the published accounts of runaway slaves can be illuminating". The authors of Reckoning with Slavery (1976) use Blassingame's findings to challenge the assertions of Robert William Fogel and Stanley Engerman in Time on the Cross: The Economics of American Negro Slavery (1974). In Slave Religion: The "Invisible Institution" in the Antebellum South (1978), Albert J. Raboteau comments, "We should speak of the 'invisibility' of slave religion with irony: it is the neglect of slave sources by historians which has been the main cause of this invisibility." Raboteau credits Blassingame and others for demonstrating the value of slave sources. Historian Charles Joyner's influential study Down by the Riverside: A South Carolina Slave Community (1984) is reinforced by the findings of The Slave Community and relies on similar evidence. Historian Deborah Gray White builds on Blassingame's research of the family life of the slaves in Ar'n't I a Woman?: Female Slaves in the Plantation South (1985). Her argument is similar to Blassingame's: "This present study takes a look at slave women in America and argues that they were not submissive, subordinate, or prudish and that they were not expected to be so." White discusses the Mammy and Jezebel stereotypes often applied to African American women by white Americans. She calls The Slave Community "a classic" but remarks that "Blassingame stressed the fact that many masters recognized the male as the head of the family. He observed that during courtship men flattered women and exaggerated their prowess. There was, however, little discussion of the reciprocal activities of slave women." She concludes that Blassingame "described how slave men gained status in the family, but he did not do the same for women." Elizabeth Fox-Genovese makes similar observations in Within the Plantation Household: Black and White Women of the Old South (1988). She notes that The Slave Community, like other historiography produced in the 1960s and 70s, "did not directly address women's history, even though many of the historians were sensitive to women's experience. Most of the male authors had done a large part of their work before the development of women's history as a discipline, and even the most sensitive were hampered by a paucity of sources and by unfamiliarity with the questions feminists would soon raise." ## Revised edition After the 1976 Association for the Study of Afro-American Life and History meeting and the publication of Revisiting Blassingame's The Slave Community in 1978, Blassingame produced a revised and enlarged edition of The Slave Community in 1979. In the new preface, Blassingame asserted that the book had to be revised because of George Bentley, an enslaved, pro-slavery Primitive Baptist minister from Tennessee who pastored a white church in the 1850s. Blassingame wanted to "solve the myriad dilemmas posed by George Bentley", but he also wanted to answer the questions, challenges, and critiques raised by scholars since the publication of The Slave Community. Blassingame explains that he incorporated the suggestions published in Revisiting Blassingame's The Slave Community "without long protestation or argument". The most significant changes made to the text involve further discussion of African cultural survivals, slave family life, slave culture, and acculturation. Blassingame added a chapter titled "The Americanization of the Slave and the Africanization of the South" where he draws parallels between the acculturation of African American slaves in the American South, African slaves in Latin America, and European slaves in North Africa and the Ottoman Empire. He compares the conversion of slaves in the southern states to Protestant Christianity, European slaves in North Africa to Islam, and African slaves in Latin America to Catholicism. Blassingame addresses the historiography of slavery published between 1972 and 1978 in the revised edition. For instance, he challenges Robert Fogel and Stanley Engerman's economic and statistical study of slavery in Time on the Cross. Blassingame writes: > Contemporaries often have a greater appreciation of the strengths and weaknesses of statistics than do the scholars who utilize them decades after they are compiled. 'Numbers' and 'accuracy' are not two interchangeable words: Statistical truths are no more self-evident than literary ones. In fact, statistical analyses rely so heavily on inferences that one must carefully examine the data bases to evaluate the conclusions based on them. Whether compiled by planters, doctors, clergymen, army officers, or census takers, statistics on slavery mean little until combined with literary material. The dry bones of historical analysis, statistics acquire life when filtered through the accounts left by eyewitnesses. Reviewing the revised edition in the Journal of Southern History, Gary B. Mills suggests, "All controversy and revision aside, The Slave Community remains a significant book, and the author's position that the bulk of both slaves and slaveowners lay between the stereotyped extremes proves durable. Their exact location on a scale of one to ten will always remain a matter of opinion." ## See also - Uncle Tom's Cabin
63,956,111
Paper Mario: The Origami King
1,172,964,980
2020 video game
[ "2020 video games", "Fiction about origami", "Intelligent Systems games", "Mario role-playing games", "Nintendo Switch games", "Nintendo Switch-only games", "Paper Mario", "Single-player video games", "Super Mario Bros. 35th Anniversary", "Video games about shapeshifting", "Video games developed in Japan", "Video games produced by Kensuke Tanabe", "Video games set in castles" ]
Paper Mario: The Origami King is a 2020 action-adventure role-playing video game developed by Intelligent Systems and published by Nintendo for the Nintendo Switch console. It is the sixth game in the Paper Mario series, which is part of the larger Mario franchise. The story follows Mario and his friends as he sets out on a journey to prevent the Mushroom Kingdom from being transformed into origami. To do so, Mario must free Princess Peach's castle from five decorative streamers that extend across the kingdom. The Origami King features cross-genre gameplay, blending elements of action-adventure, role-playing (RPG), and puzzle games. Controlling Mario, the player explores a large overworld and fights enemies in a turn-based style that uses a ring-based puzzle system. In combat, enemies are scattered on a circle stylized like a dartboard separated into four rings and additional columns. The player can rotate the rings horizontally and vertically to organize the enemies into patterns that result in being able to clear them more quickly. The Origami King's development team emphasized innovation to a greater extent than previous games in the series. Anticipating an inability to satisfy every fan, Intelligent Systems gravitated towards creating entirely new concepts. Origami and confetti were used as new variants of paper-themed concepts. The developers changed the traditional linear gameplay to an open world format and used enemies uninvolved with the Mario franchise. Nintendo intended to announce the game at E3 2020 as part of the 35th anniversary of Super Mario Bros. (1985), but due to the cancellation of the expo, the game was revealed separately from the anniversary celebrations. The game received generally positive reviews, with critics praising its writing, design, characters, music, and game mechanics. They criticized it for straying from the series' original role-playing style, as well as its cast lacking original character designs that previous entries had. Critical reception of the combat system was mixed; while praised for its innovation, there was criticism for its lack of difficulty and purpose. The game had sold three million copies by September 2020, two months after release, making it the fastest-selling game in the series and also one of the best-selling games on the Nintendo Switch. The game was nominated for three awards and was listed among the best games of 2020 by multiple critics. ## Gameplay The Origami King is a cross-genre video game, containing elements from action-adventure, RPG, and puzzle games. The player controls a two-dimensional paper version of Mario and explores a linear open world designed to look like paper and cardboard. The player's goal is to destroy five decorative origami streamers created by King Olly, the game's main antagonist. Throughout the game, the player sets out to follow each of five streamers, which occupy wide open areas for exploration. These areas contain puzzles the player will need to complete to proceed. Along the way, Mario can collect coins used to purchase items for use in combat, and hidden treasures to display at a museum. Among these hidden collectibles are Toads, which are either folded into origami or creased and crumpled. Mario can interact with non-player characters, some of which will join the player's party temporarily and can assist Mario in combat or interact with obstacles in the overworld. In certain areas of the game, Mario can use an ability known as the "1000-Fold Arms", that can tear back parts of the paper environment to reveal secrets. Mario can fill holes in the environment using a bag of confetti. The player fights enemies using a turn-based battle system. When Mario encounters one or more enemies in the overworld, the game transitions to a battle screen. During battle, Mario stands at the center of a dartboard-like arena divided into four ring-shaped sections with 12 radial slots; each enemy occupies a different slot. At the start of the player's turn, they can slide the rings horizontally or vertically to position enemies so that several of them can be attacked at once. The player is allotted a limited amount of time and number of rotations. Once the player has finished shifting the enemies, they can attack with a hammer, which targets enemies in a two-by-two section of the grid adjacent to the center, or with boots, which target a one-by-four line of enemies. The player can use items with varying power to attack enemies, or increase their heart points. Their attack power is boosted during a turn if the number of enemies targeted is maximized. If the player needs additional help, any Toads Mario saves from being folded will either deal some damage or help with the puzzle by partially rotating the rings. The amount of help they provide varies based on how much money Mario gives them. Any remaining enemies will then attack Mario before the game switches back to the player's turn. If the player wins the battle, they are awarded coins. Boss battles follow a similar pattern of ring-style combat but place the enemy in the center and Mario on the outside. Players can rotate the rings horizontally or vertically; arrows on the ground mark the path Mario is going to follow. Mario starts with the arrow placed in front of him and will follow the rings until reaching an endpoint, which are attack tiles or magic circle tiles. The player can activate battle tiles by passing over them, while magic circle tiles need to be activated by passing an "ON" tile. Additional items are scattered on vacant tiles, such as health points and coins. To defeat each boss, the player must follow specific rules. These vary depending upon the enemy Mario is fighting. For example, the Earth Vellumental has five exposed body parts, and Mario needs to attack each one and cause them to retract before being able to do major damage. ## Plot Princess Peach invites Mario and Luigi to an Origami Festival near her castle in Toad Town, which has mysteriously been abandoned. When they enter Peach's Castle to find where everyone went, they discover that she has been turned into origami and brainwashed by King Olly, a sentient origami figure. Having met a similar fate, many of Bowser's minions have been transformed into origami enemies called Folded Soldiers. Bowser has been folded and stapled into a square. Mario rescues Olly's sister Olivia (who was imprisoned for her betrayal) and eventually Bowser, and the three attempt to escape. However, Olly wraps the castle in five multicolored streamers and rips it off its foundations, transporting it to a nearby volcano. Mario, Olivia, and Bowser barely escape but a streamer strikes them, causing them to separate. Landing in Whispering Woods, a forest near Toad Town, Mario and Olivia find many of the Toads have been folded into origami by the Folded Soldiers. They rescue Luigi, who sets off to find the key to Peach's Castle. Mario and Olivia must follow and destroy each streamer until they reach the end. At the end of the red streamer, they discover Colored Pencils, a member of Olly's "Legion of Stationery", a group of six anthropomorphic office supplies working for him, five of which guard each streamer. The two head to unravel the blue streamer, and along the way, they meet an amnesiac Bob-omb without a fuse that Olivia nicknames "Bobby". Celebratory fireworks are launched after they defeat Rubber Band and clear the blue streamer, causing Bobby to regain his memory. The three head to Scorching Sandpaper Desert to unravel the yellow streamer but soon encounter Olly, who blocks the path with a giant boulder, trapping Olivia under it. To save her, Mario and Bobby travel to the ocean liner The Princess Peach, where Bobby retrieves an item which is later revealed to be a fuse. He lights it so he can sacrifice himself to destroy the boulder pinning Olivia. A distraught Olivia breaks down, but Mario is able to cheer her up. After defeating Hole Punch, Tape, and Scissors, clearing the yellow, purple, and green streamers, they rescue Bowser from Scissors before the three head to Peach's Castle. Luigi returns, sadly claiming he could not find the key, but soon discovers that it was stuck in his car. As they enter, Olly refolds Peach's Castle into the Origami Castle; the trio, excluding Luigi, traverse through it, defeating Stapler and returning Bowser to his original form. The three confront King Olly, who reveals he has folded 999 paper cranes, one away from the 1,000 needed to grant him ultimate power to create his origami kingdom and turn all Toads into blank paper. He says that his hatred of Toads comes from the Origami Craftsman who created him by using a forbidden "Fold of Life" technique, which Olly himself later used to bring Olivia to life. However, the Craftsman wrote words on Olly's paper, which Olly took as a disrespect of the art. A fight ensues, and Mario, Olivia, and Bowser defeat Olly. As he dies, Olly apologizes for his actions. Olivia reads the writing on his body, which reveals the Toad was only giving Olly his blessing to rule as King. Olly realizes his mistake, and at his request, Olivia folds him into the 1,000th crane after his death. She uses her ultimate wish to undo all the origami King Olly has folded, which unfortunately includes herself. The game closes with a celebration of the Origami Festival. ## Development Intelligent Systems, the creators behind the earlier Paper Mario games, developed The Origami King. Tose contributed to design and audio. While Shigeru Miyamoto was involved initially with the Paper Mario series, producer Kensuke Tanabe claimed he was barely involved in its creation, and that Nintendo gave the developers "almost complete control" over the game's direction. Producers also included Atsushi Ikuno and assistant producer Risa Tabata. Masahiko Nagaya served as the lead director, who originally worked as an artist for Paper Mario: Color Splash. Lead designers also included Yukio Morimoto and Shingo Igata, programmer Tadao Nakayama, artists Isamu Kamikokuryo and Benoit Ferrière, and writer Taro Kudo. The lead composers and sound designers were Yoshito Sekigawa, Shoh Murakami, Yoshiaki Kimura, Hiroki Morishita, and Fumihiro Isobe. According to Eurogamer, Nintendo had intended to announce the game at E3 2020 as part of a presentation celebrating the Super Mario series' 35th anniversary. Nintendo's Kensuke Tanabe, the game's producer, said he, "challenge[d himself] to create something new" by innovating different concepts than those used in other games in the series. He explained that The Origami King's gameplay differed from Color Splash because he did not believe in repeating identical concepts from a previous game. He would use the same concept, but would develop it until it eventually reached its maximum potential. To establish a new non-Mario direction for the game, confetti and origami became The Origami King's two major themes. Tanabe thought of paper-based ideas that had not been used in the series, and came up with origami, while Intelligent Systems had the idea for confetti. ### Characters Since the release of Paper Mario: Sticker Star, new characters in the Paper Mario series could not be modified versions of existing characters, such as a change in age or gender, and any original characters had to have had no previous involvement with the Mario universe. Character designs went through a critical review by Nintendo's intellectual property team, although the designers were allowed to give Toads different outfits. On June 12, 2020, Nintendo released another trailer revealing partners that will join Mario on his adventure and help complete tasks, such as aiding in combat. Although the feature had remained absent from the games since Sticker Star, critics were still disappointed that the allies did not seem to have much functionality; some were hoping for partners that would help solve puzzles and progress in skill alongside Mario. Tanabe intended the origami Princess Peach to have an inhuman aura which he used to appeal to a more adult audience. He visualized her approaching Mario while she turned into an origami form; the game's opening sequence eventually used this action. To ensure characters would still be recognizable in their origami form, the artists analyzed each character to determine "whether a side-on or front-on view would be best to bring out their individuality". They created real-life mock-ups to make sure the in-game forms would be similarly realistic. The Legion of Stationery is an example of the concept of having characters not involved with the Mario franchise. The developers chose "objects that everyone will have interacted with at some point in their lives" for these roles. Tanabe referenced his childhood to develop these characters imagining what their weaknesses would be based on their function, such as hitting the backside of the hole punch during its boss battler to knock out previously punched paper. He also conceptualized their attacks based on childhood imagination and how children pretend what objects could do. For example, colored pencils act as missiles in-game because of their shape. Mario's first partner conceptualized for the game was Bobby. He was conceived with the intention of providing more memorable events tied to specific areas, rather than having a complicated story. The Origami King established characters that would appear alongside Mario and Olivia as the game progressed. In an interview with Video Games Chronicle, Tanabe claimed Bobby became just as memorable as Olivia. Deciding upon other additional characters, he added "we chose the characters that would be the best fit for the events in each stage of the game". Bowser Jr. "was an exception"; the team added him as a character before they had figured out what role he would play because Masahiko Nagaya, an Intelligent Systems director, "had strong feelings about including a storyline where a son sets out to save his father". When developing Olivia, the creators aimed to give her as much personality as possible. Tanabe said most characters that aid the protagonist tend to be guides or teachers and have little personality. He wanted to have a female character with as much of an outgoing personality as possible. He modeled her on "a certain Japanese actress". Initially it took a lot of effort to write her dialogue, but toward the end of development, it became rather easy. Tanabe felt she was almost "writing her own lines". ### Design The world design and the game's locations were created before the writers produced any dialogue. During the development of a scene, and the events that were unique to each section, the creators determined the emotion these should evoke in the player such as "astonishment or enthusiasm". They decided whether a scene should be shown as a "cutscene, dialogue or as a playable mini-game". The creators worked closely with Nintendo as they produced the game's many mini games so that the rules and the degree of difficulty matched the game's intended "emotional flow". Tanabe spoke with the director of Color Splash, Naohiko Aoyama, who wanted "a battle system in which the enemies surround Mario to attack from all sides". They collaborated to form the game's ring-based combat, and Tanabe later implemented the idea of being able to slide enemies across the circles. He compared the idea to a Rubik's Cube saying, "it worked well. That is the moment I was convinced we'd be able to build our battle system." To demonstrate his idea for boss battles, Tanabe "drew concentric circles on a whiteboard, put mock-ups of some panels using magnets with arrows and other things drawn on them". He noted boss battles were designed to be "the opposite of regular battles" and worked with Tabata to simulate how the battles would work in-game, then proposed the idea to Intelligent Systems. The Origami King uses open world navigation, as opposed to the linear-based style of previous Mario games. Tanabe recalled the design team were "careful [...] to make sure there is always something in the player's field of vision to catch their attention". When asked if they had considered using a party-based system in The Origami King like the first three Paper Mario games, Tanabe replied that he never considered the idea. "[W]e chose the characters that would be the best fit for the events in each stage of the game". He felt that having partners exclusive to certain areas "create[s] more memorable moments". Responding to criticism over the game's lack of several RPG elements, Tanabe commented on the difficulty of being able to satisfy fans who prefer the RPG genre. Not wanting to ignore casual players, he implemented several puzzle solving elements hoping to satisfy the franchise's core fans. He explained that "players need to guess the weak points of bosses based on their characteristics and search for the solution to defeat them, otherwise they won't be able to win these battles. This is an adventure game after all, so it wouldn't be right if the battles didn't also have some kind of puzzle solving element!" When asked if he was aware of the criticisms of the previous games, Tanabe replied that he could not address every fan suggestion. Instead, he challenged himself to move towards new and innovative concepts, and focus on them so a large audience can enjoy them. He said he had not decided whether the series will return to the original RPG style. ### Promotion and release The game was leaked online a week prior to the game's launch, where players started spreading unannounced content, such as other characters and dialogue, with other people playing the game using PC emulators. Nintendo released a trailer announcing The Origami King on May 14, 2020, alongside promotional pamphlets produced exclusively for Japan, before they released the game on July 17. The trailer announcement, released on YouTube, appeared without the traditional two-day notice that Nintendo had given previously. VentureBeat wrote that the sudden announcement came because Nintendo was still adjusting to the transition of having employees working from home. Alongside the physical copy, pre-purchases of the game at the Nintendo UK store came with a bonus pack of origami sheets and magnets. After release, players discovered multiple glitches in the game that prevented the player from progressing; Nintendo resolved these on August 5. On August 28, Nintendo added Olivia, King Olly, and Origami Princess Peach as collectible spirits in Super Smash Bros. Ultimate. In the game, the first trapped Toad Mario and Olivia discover complains that they have been poorly treated. The character says, "What do they have against Toads! It's not fair! Toads have rights! This is Toad abuse!" When translated into Traditional Chinese and Simplified Chinese, the quotes about rights and freedom were removed and replaced with, "Return the smooth appearance to Toads! Give back the easy life to Toads!", referring to his paper body. People who responded to the discovery on Twitter considered the change "unspeakably strange", and some wondered if Nintendo had made these changes because of the Hong Kong national security law. The original poster of the comment has received some criticism from people arguing that China could not have interfered and the translation could be a pun. Nintendo released no comments about the situation. ## Reception Paper Mario: The Origami King received "generally favorable reviews", according to review aggregator website Metacritic. The website calculated an 80/100 score based upon 114 reviews. Critics praised the game for its unique writing, appreciating each character's unique, comedic dialogue. Some critics praised Olivia in particular for her personality and humor. Bobby has received critical attention for his role in the game. Beth Elder of Gizmodo noted the strength of storytelling in video games; she said they "can make us truly connect with their characters". Electronic Gaming Monthly praised each Toads' witty dialogue, noting how it kept the overall hunt fresh. However, Suriel Vazquez's GameSpot review criticized the game's character designs for being less charming than early entries in the series. In addition, critics praised the world design and mechanics for their innovation. Many of them enjoyed the paper-style worldbuilding, saying it topped the game off and paired well with the storyline. The game's linear open world design was compared to the likes of The Legend of Zelda series. Some critics appreciated how the world is interactive, with characters, collectible treasures, and that it seems there is something interactive almost everywhere. Critics found it fun to explore and discover hidden Toads in the environment, calling the experience entertaining on its own. Reviewers called the soundtrack calming and catchy and appreciated the gradual change during progression throughout each world. The game was praised for its design and concept, but criticized for dropping the role-playing elements present in previous Paper Mario titles. Critics indicated that the game was a new and unique experience, but thought the action-adventure style of gameplay did not reach the heights of previous games, such as Paper Mario: The Thousand-Year Door. The game was commonly criticized for lacking an experience point (XP) system. ESPN's Sean Morisson missed the "satisfying progression" from XP, but considering other good concepts from the game, was split on "whether it mattered all that much." The combat mechanics' reception was mixed. Many reviewers described the fighting style as innovative, a fun twist on basic formats, with boss battles being particularly praised. GameSpot called the new combat system clever, stating how it "[turned] the series' Achilles' heel into one of its biggest strengths". Multiple reviewers from Famitsu enjoyed the combat, appreciating how the style was a strong puzzle element. However, several critics judged the combat to be unrewarding, and at times, either frustrating or lacking any challenge. Although Cam Shea of IGN thought the new concept was innovative, he felt the combat lacked meaning, an inconvenience rather than challenging. Chris Kohler agreed in his review on Kotaku, appreciating how the reward of coins sometimes made battles worth it, but that they did not amount to much compared to XP. ### Sales The Origami King launched at number two in the United Kingdom behind Ghost of Tsushima, and sold 109,092 physical copies in its first week in Japan, making it the second best-selling game in the nation. The game placed third on the July 2020 NPD charts, setting a launch month sales record for the series, and doubling the physical launch sales of Super Paper Mario in the U.S. In July 2020, the game became the bestselling Nintendo Switch game on Amazon. By December 2020, the game had sold 3.05 million copies, becoming the fastest selling game in the series and one of the best-selling games on the Switch. By March 2021, the game has sold 3.12 million copies. As of December 2021, the game has sold 3.34 million copies. As of December 2022, the game has sold 3.47 million copies. ### Awards and nominations In 2020, the game was nominated for Best Family Game and Nintendo Game of the Year categories in the Golden Joystick Awards, but lost to Fall Guys and Animal Crossing: New Horizons respectively. In addition, the game lost to New Horizons in the Best Family Game category in The Game Awards. VentureBeat, Polygon, Kotaku, and EGM listed the game as one of the best releases of 2020. Nintendo Life and IGN rated the game among the best Nintendo exclusives of 2020. The game was one of the best RPGs of 2020 by score, according to GameSpot. In 2023, CNET listed the game as one of the best RPGs on the Nintendo Switch. ## See also - Paper Mario - Mario & Luigi: Paper Jam
2,561,631
Half-Life 2: Lost Coast
1,171,175,044
2005 video game level
[ "2005 video games", "Dystopian video games", "Half-Life (series)", "Linux games", "MacOS games", "Single-player video games", "Source (game engine) games", "Technology demonstrations", "Valve Corporation games", "Video game levels", "Video game spin-offs", "Video games developed in the United States", "Video games set in Europe", "Video games set in the 2020s", "Video games using Havok", "Video games with commentaries", "Windows games" ]
Half-Life 2: Lost Coast is an additional level for the 2004 first-person shooter video game Half-Life 2. Developed by Valve, it was released on October 27, 2005, through the Steam content delivery service as a free download to owners of the Windows version of Half-Life 2 or its episodes. Lost Coast serves as a technology demonstration, specifically showcasing the high-dynamic-range rendering implemented in the Source engine. The level was designed with a variety of appropriate environments to emphasize these effects. Lost Coast was the first video game developed by Valve to allow developers to explain various elements of design as the player progresses through the level. Lost Coast follows Half-Life protagonist Gordon Freeman as he travels up a coastal cliff to destroy a Combine Headcrab artillery launcher in a monastery, which is firing on a nearby town, Saint Olga. The Lost Coast level was initially created for Half-Life 2, but was ultimately removed from the game. As a result, it has several minor story details that were not included in Half-Life 2. The level received a generally positive reception, and there was consensus among reviewers that the new features included in Lost Coast should be integrated into future games released by Valve. ## Gameplay Lost Coast uses the same first-person shooter gameplay as Half-Life 2. The player is equipped with weapons from Half-Life 2, including the object-manipulating gravity gun. Like Half-Life 2, the player controls Gordon Freeman. Freeman must enter a monastery that enemy Combine are using to launch heavy artillery shells into a seaside town. The player encounters Combine soldiers and a few headcrabs before disabling the artillery launcher, and destroying an attack helicopter with RPGs. As the level ends, a fisherman congratulates Gordon on his victory, then exclaims that Gordon is "getting all fuzzy 'round the edges" as he teleports away. ## Development ### Level design Lost Coast was conceived as a part of the Highway 17 chapter in Half-Life 2 (Highway 17's development name was "Coast", hence the name "Lost Coast"), but was later discarded during development. As a result, Lost Coast features minor storyline details that were removed from Half-Life 2, such as the headcrab artillery launchers. Each area of the level was designed with a specific purpose. An Eastern Orthodox architectural style was deliberately chosen for the monastery, as buildings of this type "are very colorful and have a large variety of materials" and are "often lit naturally, with extremes of darkness and brightness," providing an ideal showcase for the HDR lighting effects. Valve also thought a monastery would help provide a starker contrast between old human architecture and futuristic Combine technology inside it. The cliffside that leads to the monastery had a gameplay-oriented purpose, and was meant to emulate a similar cliffside combat scene in the original Half-Life (1998). The cliffside also forces the player to be observant of threats from above and below, breaking from normal horizontal combat. The monastery's courtyard was designed as an area where the player recovers from the cliffside combat, while also presenting a contained combat arena later in the level in which the player must hold their ground while they are attacked from multiple directions. ### High-dynamic-range rendering The goal of Lost Coast was to demonstrate the new high-dynamic-range rendering implemented into the Source game engine. Valve first attempted to implement high-dynamic-range rendering in Source in late 2003. The first method stored textures in RGBA color space, allowing for multisample anti-aliasing and pixel shaders to be used, but this prevented alpha mapping and fog effects from working correctly, as well as making textures appear sharp and jagged. The second method involved saving two versions of a texture: one with regular data, and the other with overbrightening data. However, this technique did not allow for multisample anti-aliasing and consumed twice as much video card memory, making it infeasible. The third method, shown at the E3 convention in 2005, used floating-point data to define the RGB color space, allowing for reasonably efficient storage of the high-dynamic-range data. However, this method also did not allow for multisample anti-aliasing, and was only compatible with Nvidia video cards, leaving ATI cards unable to run high dynamic range. The fourth and final method compromised between the second and third methods, using overbrightening textures sparingly and allowing ATI cards to render HDR in a different way to the Nvidia ones while nearly producing the same result. The final version of Valve's high-dynamic-range technology adds a significant number of lighting effects to the engine, aimed at making the game appear more realistic. Bloom shading was introduced, blurring bright edges in the game world and emulating a camera's overexposure to light. This is combined with exposure control to tailor the effect to represent the human eye. For example, as the player exits a dark area into a light area, the new area is initially glaringly bright, but quickly darkens, representing the adjustment of the player character's eyes to the light. New cube mapping techniques allow the reflection cast by an object to correspond with the brightness of the light source, and lightmaps enable light bouncing and global illumination to be taken into account in the rendering. Refraction effects were added to make light account for the physical attributes of an object and to emulate the way light is reflected by water. The Lost Coast level is specifically designed to showcase these effects. It uses the sea and beach as opportunities to demonstrate water-based effects, the monastery to demonstrate bloom from its whitewash walls, and the sanctuary to provide the means to show refraction through stained glass windows and cube maps on golden urns and candlesticks. As a technology showcase, Valve considered Lost Coast to have very demanding system requirements. The game runs on computers with specifications lower than what is recommended, albeit without some key features such as high dynamic range. If a non-high-dynamic-range-capable card is used, the developer commentary is changed slightly to reflect this. For example, Valve president Gabe Newell would describe the effects that are seen differently. ### Commentary system In addition to a showcase for visual improvements, Lost Coast acted as a testbed for Valve's commentary system. When the feature is enabled, additional items appear in the game that can be interacted with to play audio commentary. Each audio piece ranges from ten seconds to a minute of commentary. Players hear the developers talk about what the player is seeing, what is happening, why they made certain decisions, and what kinds of challenges they faced. Commentary tracks are represented by floating speech bubbles called commentary nodes. Valve intended for players to first play the level with commentary disabled, and after completing the level, play it again with commentary enabled, learning about each new stage as they progress. The company has since made the commentary system standard in all its later video games. ## Release and reception Lost Coast was released on October 27, 2005, as a free download from Valve's Steam content delivery service to anyone who purchased Half-Life 2. People who received Half-Life 2 as a gift from Valve's online store were not eligible to download the level. Valve announced on May 30, 2007, that Lost Coast, along with Half-Life 2: Deathmatch, would be made available for free to owners of ATI Radeon cards. It was later released without charge to Nvidia graphics card owners along with Half-Life 2: Deathmatch, Peggle Extreme, and the first eleven levels of Portal. Lost Coast was generally well-received by video game critics. 1UP.com enjoyed the amount of detail, including the graphics, puzzles, and intelligent enemies, saying, "Valve just packed more atmosphere into a tiny snippet than most shooters muster, period." The review also praised the level's commentary system, calling it an informative addition, and enjoyed the interesting and insightful comments made by some of its creators. The level satisfied UGO because "it would be harder not to enjoy this level in all its beautifully rendered glory—even after you've broken all the windows and spattered the walls with Combine blood," and GameSpot commented that "the textures in Lost Coast are noticeably more detailed and numerous than in the retail game." The review concluded hoping that the features introduced in Lost Coast would be included in Valve's future releases. Negative reaction to the game focused on its length and gameplay. 1UP.com and UGO both considered it short; Shawn Elliott of 1UP.com described it as "a lickety-split run through postcard-pretty tide pools, up cliffs, and into a church turned Combine outpost". UGO's Nigel Grammer stated that Lost Coast's gameplay seemed to be secondary to the level's graphics. Lost Coast's gameplay disappointed Brad Shoemaker of GameSpot, who compared it to that of Half-Life 2 and considered them to be very similar, saying that it "isn't going to set the world on fire".
20,796
Malcolm X
1,172,873,961
American Black rights activist (1925–1965)
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Malcolm X (born Malcolm Little, later el-Hajj Malik el-Shabazz; May 19, 1925 – February 21, 1965) was an American Muslim minister and human rights activist who was a prominent figure during the civil rights movement. A spokesman for the Nation of Islam until 1964, he was a vocal advocate for Black empowerment and the promotion of Islam within the Black community. A posthumous autobiography, on which he collaborated with Alex Haley, was published in 1965. Malcolm spent his adolescence living in a series of foster homes or with relatives after his father's death and his mother's hospitalization. He committed various crimes, being sentenced to 8 to 10 years in prison in 1946 for larceny and burglary. In prison, he joined the Nation of Islam, adopting the name Malcolm X to symbolize his unknown African ancestral surname while discarding "the White slavemaster name of 'Little'", and after his parole in 1952 quickly became one of the organization's most influential leaders. He was the public face of the organization for 12 years, advocating Black empowerment and separation of Black and White Americans, and criticizing Martin Luther King Jr. and the mainstream civil rights movement for its emphasis on nonviolence and racial integration. Malcolm X also expressed pride in some of the Nation's social welfare achievements, such as its free drug rehabilitation program. From the 1950s onward, Malcolm X was subjected to surveillance by the Federal Bureau of Investigation (FBI). In the 1960s, Malcolm X began to grow disillusioned with the Nation of Islam, as well as with its leader, Elijah Muhammad. He subsequently embraced Sunni Islam and the civil rights movement after completing the Hajj to Mecca, and became known as "el-Hajj Malik el-Shabazz," which roughly translates to "The Pilgrim Malcolm the Patriarch". After a brief period of travel across Africa, he publicly renounced the Nation of Islam and founded the Islamic Muslim Mosque, Inc. (MMI) and the Pan-African Organization of Afro-American Unity (OAAU). Throughout 1964, his conflict with the Nation of Islam intensified, and he was repeatedly sent death threats. On February 21, 1965, he was assassinated in New York City. Three Nation members were charged with the murder and given indeterminate life sentences; in 2021, two of the convictions were vacated. Speculation about the assassination and whether it was conceived or aided by leading or additional members of the Nation, or with law enforcement agencies, has persisted for decades. A controversial figure accused of preaching racism and violence, Malcolm X is also a widely celebrated figure within African-American and Muslim American communities for his pursuit of racial justice. He was posthumously honored with Malcolm X Day, on which he is commemorated in various cities across the United States. Hundreds of streets and schools in the U.S. have been renamed in his honor, while the Audubon Ballroom, the site of his assassination, was partly redeveloped in 2005 to accommodate the Malcolm X and Dr. Betty Shabazz Memorial and Educational Center. ## Early years Malcolm X was born May 19, 1925, in Omaha, Nebraska, the fourth of seven children of Grenada-born Louise Helen Little (née Langdon) and Georgia-born Earl Little. Earl was an outspoken Baptist lay speaker, and he and Louise were admirers of Pan-African activist Marcus Garvey. Earl was a local leader of the Universal Negro Improvement Association (UNIA) and Louise served as secretary and "branch reporter", sending news of local UNIA activities to Negro World; they inculcated self-reliance and black pride in their children. Malcolm X later said that White violence killed four of his father's brothers. Because of Ku Klux Klan threats, Earl's UNIA activities were said to be "spreading trouble" and the family relocated in 1926 to Milwaukee, and shortly thereafter to Lansing, Michigan. There, the family was frequently harassed by the Black Legion, a White racist group Earl accused of burning their family home in 1929. When Malcolm was six, his father died in what has been officially ruled a streetcar accident, though his mother Louise believed Earl had been murdered by the Black Legion. Rumors that White racists were responsible for his father's death were widely circulated and were very disturbing to Malcolm X as a child. As an adult, he expressed conflicting beliefs on the question. After a dispute with creditors, Louise received a life insurance benefit (nominally \$1,000 about \$,000 in 2022) in payments of \$18 per month; the issuer of another, larger policy refused to pay, claiming her husband Earl had committed suicide. To make ends meet, Louise rented out part of her garden, and her sons hunted game. During the 1930's, white Seventh-day Adventists witnessed to the Little family; later on, Louise Little and her son Wilfred were baptized into the Seventh-day Adventist Church. Malcolm said the Adventists were "the friendliest white people I had ever seen." In 1937, a man Louise had been datingmarriage had seemed a possibilityvanished from her life when she became pregnant with his child. In late 1938, she had a nervous breakdown and was committed to Kalamazoo State Hospital. The children were separated and sent to foster homes. Malcolm and his siblings secured her release 24 years later. Malcolm attended West Junior High School in Lansing and then Mason High School in Mason, Michigan, but left high school in 1941, before graduating. He excelled in junior high school but dropped out of high school after a White teacher told him that practicing law, his aspiration at the time, was "no realistic goal for a nigger." Later, Malcolm X recalled feeling that the White world offered no place for a career-oriented Black man, regardless of talent. From age 14 to 21, Malcolm held a variety of jobs while living with his half-sister Ella Little-Collins in Roxbury, a largely African-American neighborhood of Boston. After a short time in Flint, Michigan, he moved to New York City's Harlem neighborhood in 1943, where he found employment on the New Haven Railroad and engaged in drug dealing, gambling, racketeering, robbery, and pimping. According to biographer Bruce Perry, Malcolm also occasionally had sex with other men, usually for money, though this conjecture has been disputed by those who knew him. He befriended John Elroy Sanford, a fellow dishwasher at Jimmy's Chicken Shack in Harlem who aspired to be a professional comedian. Both men had reddish hair, so Sanford was called "Chicago Red" after his hometown, and Malcolm was known as "Detroit Red". Years later, Sanford became famous as comedian and actor Redd Foxx. Summoned by the local draft board for military service in World War II, he feigned mental disturbance by rambling and declaring: "I want to be sent down South. Organize them nigger soldiers ... steal us some guns, and kill us [some] crackers". He was declared "mentally disqualified for military service". In late 1945, Malcolm returned to Boston, where he and four accomplices committed a series of burglaries targeting wealthy White families. In 1946, he was arrested while picking up a stolen watch he had left at a shop for repairs, and in February began serving a sentence of eight to ten years at Charlestown State Prison for larceny and breaking and entering. Two years later, Malcolm was transferred to Norfolk Prison Colony (also in Massachusetts). ## Nation of Islam period ### Prison When Malcolm was in prison, he met fellow convict John Bembry, a self-educated man he would later describe as "the first man I had ever seen command total respect ... with words". Under Bembry's influence, Malcolm developed a voracious appetite for reading. At this time, several of his siblings wrote to him about the Nation of Islam, a relatively new religious movement preaching Black self-reliance and, ultimately, the return of the African diaspora to Africa, where they would be free from White American and European domination. He showed scant interest at first, but after his brother Reginald wrote in 1948, "Malcolm, don't eat any more pork and don't smoke any more cigarettes. I'll show you how to get out of prison", he quit smoking and began to refuse pork. After a visit in which Reginald described the group's teachings, including the belief that White people are devils, Malcolm concluded that every relationship he had had with Whites had been tainted by dishonesty, injustice, greed, and hatred. Malcolm, whose hostility to Christianity had earned him the prison nickname "Satan," became receptive to the message of the Nation of Islam. In late 1948, Malcolm wrote to Elijah Muhammad, the leader of the Nation of Islam. Muhammad advised him to renounce his past, humbly bow in prayer to God, and promise never to engage in destructive behavior again. Though he later recalled the inner struggle he had before bending his knees to pray, Malcolm soon became a member of the Nation of Islam, maintaining a regular correspondence with Muhammad. In 1950, the FBI opened a file on Malcolm after he wrote a letter from prison to President Truman expressing opposition to the Korean War and declaring himself a communist. That year, he also began signing his name "Malcolm X." Muhammad instructed his followers to leave their family names behind when they joined the Nation of Islam and use "X" instead. When the time was right, after they had proven their sincerity, he said, he would reveal the Muslim's "original name." In his autobiography, Malcolm X explained that the "X" symbolized the true African family name that he could never know. "For me, my 'X' replaced the White slavemaster name of 'Little' which some blue-eyed devil named Little had imposed upon my paternal forebears." ### Early ministry After his parole in August 1952, Malcolm X visited Elijah Muhammad in Chicago. In June 1953, he was named assistant minister of the Nation's Temple Number One in Detroit. Later that year he established Boston's Temple Number 11; in March 1954, he expanded Temple Number 12 in Philadelphia; and two months later he was selected to lead Temple Number 7 in Harlem, where he rapidly expanded its membership. In 1953, the FBI began surveillance of him, turning its attention from Malcolm X's possible communist associations to his rapid ascent in the Nation of Islam. During 1955, Malcolm X continued his successful recruitment of members on behalf of the Nation of Islam. He established temples in Springfield, Massachusetts (Number 13); Hartford, Connecticut (Number 14); and Atlanta (Number 15). Hundreds of African Americans were joining the Nation of Islam every month. Besides his skill as a speaker, Malcolm X had an impressive physical presence. He stood 6 feet 3 inches (1.91 m) tall and weighed about 180 pounds (82 kg). One writer described him as "powerfully built", and another as "mesmerizingly handsome ... and always spotlessly well-groomed". ### Marriage and family In 1955, Betty Sanders met Malcolm X after one of his lectures, then again at a dinner party; soon she was regularly attending his lectures. In 1956, she joined the Nation of Islam, changing her name to Betty X. One-on-one dates were contrary to the Nation's teachings, so the couple courted at social events with dozens or hundreds of others, and Malcolm X made a point of inviting her on the frequent group visits he led to New York City's museums and libraries. Malcolm X proposed during a telephone call from Detroit in January 1958, and they married two days later. They had six daughters: Attallah (b. 1958; Arabic for "gift of God"; perhaps named after Attila the Hun); Qubilah (b. 1960, named after Kublai Khan); Ilyasah (b. 1962, named after Elijah Muhammad); Gamilah Lumumba (b. 1964, named after Gamal Abdel Nasser and Patrice Lumumba); and twins Malikah (1965–2021) and Malaak (b. 1965, both born after their father's death, and named in his honor). ### Hinton Johnson incident The American public first became aware of Malcolm X in 1957, after Hinton Johnson, a Nation of Islam member, was beaten by two New York City police officers. On April 26, Johnson and two other passersbyalso Nation of Islam memberssaw the officers beating an African-American man with nightsticks. When they attempted to intervene, shouting, "You're not in Alabama ... this is New York!" one of the officers turned on Johnson, beating him so severely that he suffered brain contusions and subdural hemorrhaging. All four African-American men were arrested. Alerted by a witness, Malcolm X and a small group of Muslims went to the police station and demanded to see Johnson. Police initially denied that any Muslims were being held, but when the crowd grew to about five hundred, they allowed Malcolm X to speak with Johnson. Afterward, Malcolm X insisted on arranging for an ambulance to take Johnson to Harlem Hospital. Johnson's injuries were treated and by the time he was returned to the police station, some four thousand people had gathered outside. Inside the station, Malcolm X and an attorney were making bail arrangements for two of the Muslims. Johnson was not bailed, and police said he could not go back to the hospital until his arraignment the following day. Considering the situation to be at an impasse, Malcolm X stepped outside the station house and gave a hand signal to the crowd. Nation members silently left, after which the rest of the crowd also dispersed. One police officer told the New York Amsterdam News: "No one man should have that much power." Within a month the New York City Police Department arranged to keep Malcolm X under surveillance; it also made inquiries with authorities in other cities in which he had lived, and prisons in which he had served time. A grand jury declined to indict the officers who beat Johnson. In October, Malcolm X sent an angry telegram to the police commissioner. Soon the police department assigned undercover officers to infiltrate the Nation of Islam. ### Increasing prominence By the late 1950s, Malcolm X was using a new name, Malcolm Shabazz or Malik el-Shabazz, although he was still widely referred to as Malcolm X. His comments on issues and events were being widely reported in print, on radio, and on television, and he was featured in a 1959 New York City television broadcast about the Nation of Islam, The Hate That Hate Produced. In September 1960, at the United Nations General Assembly in New York City, Malcolm X was invited to the official functions of several African nations. He met Gamal Abdel Nasser of Egypt, Ahmed Sékou Touré of Guinea, and Kenneth Kaunda of the Zambian African National Congress. Fidel Castro also attended the Assembly, and Malcolm X met publicly with him as part of a welcoming committee of Harlem community leaders. Castro was sufficiently impressed with Malcolm X to suggest a private meeting, and after two hours of talking, Castro invited Malcolm X to visit Cuba. ### Advocacy and teachings while with Nation From his adoption of the Nation of Islam in 1952 until he broke with it in 1964, Malcolm X promoted the Nation's teachings. These included beliefs: - that Black people are the original people of the world - that White people are "devils" and - that the demise of the White race is imminent. Louis E. Lomax said that "those who don't understand biblical prophecy wrongly label him as a racist and as a hate teacher, or as being anti-White or as teaching Black Supremacy". One of the goals of the civil rights movement was to end disenfranchisement of African Americans, but the Nation of Islam forbade its members from participating in voting and other aspects of the political process. The NAACP and other civil rights organizations denounced him and the Nation of Islam as irresponsible extremists whose views did not represent the common interests of African Americans. Malcolm X was equally critical of the civil rights movement. He called Martin Luther King Jr. a "chump," and said other civil rights leaders were "stooges" of the White establishment. He called the 1963 March on Washington "the farce on Washington," and said he did not know why so many Black people were excited about a demonstration "run by Whites in front of a statue of a president who has been dead for a hundred years and who didn't like us when he was alive." While the civil rights movement fought against racial segregation, Malcolm X advocated the complete separation of African Americans from Whites. He proposed that African Americans should return to Africa and that, in the interim, a separate country for Black people in America should be created. He rejected the civil rights movement's strategy of nonviolence, arguing that Black people should defend and advance themselves "by any means necessary". His speeches had a powerful effect on his audiences, who were generally African Americans in northern and western cities. Many of themtired of being told to wait for freedom, justice, equality and respectfelt that he articulated their complaints better than did the civil rights movement. #### Antisemitism Malcolm X has been widely accused of being antisemitic. His autobiography contains several "antisemitic charges and caricatures of Jews". Alex Haley, the autobiography's co-author, had to rewrite some of the book in order to eliminate a number of negative statements about Jews in the manuscript. Malcolm X believed that the fabricated antisemitic text The Protocols of the Elders of Zion was authentic and introduced it to NOI members, while accusing the Jewish people of "perfecting the modern evil" of neo-colonialism. He helped change the Black community's image of The Holocaust, engaging in Holocaust trivialization and claiming that the Jews "brought it on themselves". In 1961, Malcolm X spoke at a NOI rally alongside George Lincoln Rockwell, the head of the American Nazi Party. Rockwell claimed that there was overlap between Black nationalism and White supremacy. Malcolm X's negative statements about Jews continued even close to his death. ### Effect on Nation membership Malcolm X is widely regarded as the second most influential leader of the Nation of Islam after Elijah Muhammad. He was largely credited with the group's dramatic increase in membership between the early 1950s and early 1960s (from 500 to 25,000 by one estimate; from 1,200 to 50,000 or 75,000 by another). He inspired the boxer Muhammad Ali to join the Nation, and the two became close. In January 1964, Ali brought Malcolm X and his family to Miami to watch him train for his fight against Sonny Liston. When Malcolm X left the Nation of Islam, he tried to convince Ali (who had just been renamed by Elijah Muhammad) to join him in converting to Sunni Islam, but Ali instead broke ties with him, later describing the break as one of his greatest regrets. Malcolm X mentored and guided Louis X (later known as Louis Farrakhan), who eventually became the leader of the Nation of Islam. Malcolm X also served as a mentor and confidant to Elijah Muhammad's son, Wallace D. Muhammad; the son told Malcolm X about his skepticism toward his father's "unorthodox approach" to Islam. Wallace Muhammad was excommunicated from the Nation of Islam several times, although he was eventually re-admitted. ## Disillusionment and departure During 1962 and 1963, events caused Malcolm X to reassess his relationship with the Nation of Islam, and particularly its leader, Elijah Muhammad. ### Lack of Nation of Islam response to LAPD violence In late 1961, there were violent confrontations between the Nation of Islam members and police in South Central Los Angeles, and numerous Muslims were arrested. They were acquitted, but tensions had been raised. Just after midnight on April 27, 1962, two LAPD officers, unprovoked, shoved and beat several Muslims outside Temple Number 27. A large crowd of angry Muslims emerged from the mosque and the officers attempted to intimidate them. One officer was disarmed; his partner was shot in the elbow by a third officer. More than 70 backup officers arrived who then raided the mosque and randomly beat Nation of Islam members. Police officers shot seven Muslims, including William X Rogers, who was hit in the back and paralyzed for life, and Ronald Stokes, a Korean War veteran, who was shot from behind while raising his hands over his head to surrender, killing him. A number of Muslims were indicted after the event, but no charges were laid against the police. The coroner ruled that Stokes's killing was justified. To Malcolm X, the desecration of the mosque and the associated violence demanded action, and he used what Louis X (later Louis Farrakhan) later called his "gangsterlike past" to rally the more hardened of the Nation of Islam members to take violent revenge against the police. Malcolm X sought Elijah Muhammad's approval which was denied, stunning Malcolm X. Malcolm X was again blocked by Elijah Muhammad when he spoke of the Nation of Islam starting to work with civil rights organizations, local Black politicians, and religious groups. Louis X saw this as an important turning point in the deteriorating relationship between Malcolm X and Muhammad. ### Sexual misbehavior by Elijah Muhammad Rumors were circulating that Muhammad was conducting extramarital affairs with young Nation secretarieswhich would constitute a serious violation of Nation teachings. After first discounting the rumors, Malcolm X came to believe them after he spoke with Muhammad's son Wallace and with the girls making the accusations. Muhammad confirmed the rumors in 1963, attempting to justify his behavior by referring to precedents set by Biblical prophets. Over a series of national TV interviews between 1964 and 1965, Malcolm X provided testimony of his investigation, corroboration, and confirmation by Elijah Muhammed himself of multiple counts of child rape. During this investigation, he learned that seven of the eight girls had become pregnant as a result of this. He also revealed an assassination attempt made on his life, through a discovered explosive device in his car, as well as the death threats he was receiving, in response to his exposure of Elijah Muhammad. ### Remarks on Kennedy assassination On December 1, 1963, when asked to comment on the assassination of John F. Kennedy, Malcolm X said that it was a case of "." He added that "chickens coming home to roost never did make me sad; they've always made me glad." Likewise, according to The New York Times: > [I]n further criticism of Mr. Kennedy, the Muslim leader cited the murders of Patrice Lumumba, Congo leader, of Medgar Evers, civil rights leader, and of the Negro girls bombed earlier this year in a Birmingham church. These, he said, were instances of other "chickens coming home to roost". The remarks prompted widespread public outcry. The Nation of Islam, which had sent a message of condolence to the Kennedy family and ordered its ministers not to comment on the assassination, publicly censured their former shining star. Malcolm X retained his post and rank as minister, but was prohibited from public speaking for 90 days. ### Media attention to Malcolm X over Muhammad Malcolm X had by now become a media favorite, and some Nation members believed he was a threat to Muhammad's leadership. Publishers had shown interest in Malcolm X's autobiography, and when Louis Lomax wrote his 1963 book about the Nation, When the Word Is Given, he used a photograph of Malcolm X on the cover. He also reproduced five of his speeches, but featured only one of Muhammad'sall of which greatly upset Muhammad and made him envious. ### Departure from Nation of Islam On March 8, 1964, Malcolm X publicly announced his break from the Nation of Islam. Though still a Muslim, he felt that the Nation had "gone as far as it can" because of its rigid teachings. He said he was planning to organize a Black nationalist organization to "heighten the political consciousness" of African Americans. He also expressed a desire to work with other civil rights leaders, saying that Elijah Muhammad had prevented him from doing so in the past. ## Activity after leaving Nation of Islam After leaving the Nation of Islam, Malcolm X founded Muslim Mosque, Inc. (MMI), a religious organization, and the Organization of Afro-American Unity (OAAU), a secular group that advocated Pan-Africanism. On March 26, 1964, he briefly met Martin Luther King Jr. for the first and only timeand only long enough for photographs to be takenin Washington, D.C., as both men attended the Senate's debate on the Civil Rights bill at the U.S. Capitol building. In April, Malcolm X gave a speech titled "The Ballot or the Bullet", in which he advised African Americans to exercise their right to vote wisely but cautioned that if the government continued to prevent African Americans from attaining full equality, it might be necessary for them to take up arms. In the weeks after he left the Nation of Islam, several Sunni Muslims encouraged Malcolm X to learn about their faith. He soon converted to the Sunni faith. ### Pilgrimage to Mecca In April 1964, with financial help from his half-sister Ella Little-Collins, Malcolm X flew to Jeddah, Saudi Arabia, as the start of his Hajj, the pilgrimage to Mecca obligatory for every Muslim who is able to do so. He was delayed in Jeddah when his U.S. citizenship and inability to speak Arabic caused his status as a Muslim to be questioned. He had received Abdul Rahman Hassan Azzam's book The Eternal Message of Muhammad with his visa approval, and he contacted the author. Azzam's son arranged for his release and lent him his personal hotel suite. The next morning Malcolm X learned that Prince Faisal had designated him as a state guest. Several days later, after completing the Hajj rituals, Malcolm X had an audience with the prince. Malcolm X later said that seeing Muslims of "all colors, from blue-eyed blonds to Black-skinned Africans," interacting as equals led him to see Islam as a means by which racial problems could be overcome. ### Visit to Cairo Malcolm X had already visited the United Arab Republic (a short-lived political union between Egypt and Syria), Sudan, Nigeria, and Ghana in 1959 to make arrangements for a tour of Africa by Elijah Muhammad. After his journey to Mecca in 1964, he visited Africa a second time. He returned to the United States in late May and flew to Africa again in July. During these visits he met officials, gave interviews, and spoke on radio and television in Egypt, Ethiopia, Tanganyika, Nigeria, Ghana, Guinea, Sudan, Senegal, Liberia, Algeria, and Morocco. In Cairo, he attended the second meeting of the Organization of African Unity as a representative of the OAAU. By the end of this third visit, he had met with essentially all of Africa's prominent leaders; Kwame Nkrumah of Ghana, Gamal Abdel Nasser of Egypt, and Ahmed Ben Bella of Algeria had all invited Malcolm X to serve in their governments. After he spoke at the University of Ibadan, the Nigerian Muslim Students Association bestowed on him the honorary Yoruba name Omowale ('the son who has come home'). He later called this his most treasured honor. Malcolm especially hated Moïse Tshombe of the Congo as an "Uncle Tom" figure. In a 1964 speech in New York, he called Tshombe "the worse African ever born" and "the man who in cold blood, cold blood, committed an international crime-murdered Patrice Lumumba". Tshombe's decision in 1964 to hire White mercenaries to put down the Simba rebellion greatly offended Malcolm, who accused the mercenaries of committing war crimes against the Congolese. ### France and United Kingdom On November 23, 1964, on his way home from Africa, Malcolm X stopped in Paris, where he spoke in the Salle de la Mutualité. After his return to the United States, he accused the United States of imperialism in the Congo by supporting Tshombe and "his hired killers" as he called the White mercenaries. X accused Tshombe and the American president Lyndon B. Johnson of "...sleeping together. When I say sleeping together, I don't mean that literally. But beyond that, they're in the same bed. Johnson is paying the salaries, paying the government, propping up Tshombe's government, this murderer". X expressed much anger about Operation Dragon Rouge, where the United States Air Force dropped in Belgian paratroopers into the city of Stanleyville, modern Kisangani, to rescue the White Belgian hostages from the Simbas. Malcolm X maintained that there was a double standard when it came to White and Black lives, noting it was an international emergency when the lives of Whites were in danger, making Dragon Rouge necessary, but that nothing was done to stop the abuses of the Congolese at the hands of "Tshombe's hired killers". X charged that the "Congolese have been massacred by White people for years and years" and that "the chickens have home to roast". A week later, on November 30, Malcolm X flew to the United Kingdom. On December 3 he took part in a debate at the Oxford Union Society. The motion was taken from a statement made earlier that year by U.S. presidential candidate Barry Goldwater: "Extremism in the Defense of Liberty is No Vice; Moderation in the Pursuit of Justice is No Virtue". Malcolm X argued for the affirmative, and interest in the debate was so high that it was televised nationally by the BBC. In his address at Oxford, Malcolm rejected the label of "Black Muslim" and instead focused on being a Muslim who happened to be Black, which reflected his conversion to Sunni Islam. Malcolm only mentioned his religion twice during his Oxford speech, which was part of his effort to defuse his image as an "angry Black Muslim extremist", which he had long hated. During the debate at Oxford, he criticized the way the Anglo-American press portrayed the Congo crisis, noting the Simbas were portrayed as primitive cannibalistic "savages" who engaged in every form of depravity imaginable while Tshombe and the White mercenaries were portrayed in a very favorable light with almost no mention of any atrocities on their part. Malcolm X charged that the Cuban émigré pilots hired by the CIA to serve as Tshombe's air force indiscriminately bombed Congolese villages and towns, killing women and children, but this was almost never mentioned in the media while the newspapers featured long accounts of the Simbas "raping White women, molesting nuns". Likewise, he felt the term mercenary was inappropriate, preferring the term "hired killer" and that Tshombe should not be described as a premier as he preferred the term "cold-blooded murderer" to describe him. Malcolm X stated that what he regarded as the extremism of the Tshombe government was "never referred to as extremism because it is endorsed by the West, it is financed by America, it's made respectable by America, and that kind of extremism is never labelled as extremism". Malcolm X argued this extremism was not morally acceptable "since it's not extremism in defense of liberty". Many in the audience at Oxford were angered by Malcolm X's thesis and his support for the Simbas who had committed atrocities with one asking "What sort of extremism would you consider the killing of missionaries?". In response, Malcolm X answered "It is an act of war. I'd call it the same kind of extremism that happened when England dropped bombs on German cities and Germans dropped bombs on English cities". On February 5, 1965, Malcolm X flew to Britain again, and on February 8 he addressed the first meeting of the Council of African Organizations in London. The next day he tried to return to France, but was refused entry. On February 12, he visited Smethwick, near Birmingham, where the Conservative Party had won the parliamentary seat in the 1964 general election. The town had become a byword for racial division after the successful candidate, Peter Griffiths, was accused of using the slogan, "If you want a nigger for a neighbour, vote Liberal or Labour." In Smethwick, Malcolm X compared the treatment of ethnic minority residents with the treatment of Jews under Hitler, saying: "I would not wait for the fascist element in Smethwick to erect gas ovens." ### Return to United States After returning to the U.S., Malcolm X addressed a wide variety of audiences. He spoke regularly at meetings held by MMI and the OAAU, and was one of the most sought-after speakers on college campuses. One of his top aides later wrote that he "welcomed every opportunity to speak to college students." He also addressed public meetings of the Socialist Workers Party, speaking at their Militant Labor Forum. He was interviewed on the subjects of segregation and the Nation of Islam by Robert Penn Warren for Warren's 1965 book Who Speaks for the Negro? ## Death threats and intimidation from Nation of Islam Throughout 1964, as his conflict with the Nation of Islam intensified, Malcolm X was repeatedly threatened. In February, a leader of Temple Number Seven ordered the bombing of Malcolm X's car. In March, Muhammad told Boston minister Louis X (later known as Louis Farrakhan) that "hypocrites like Malcolm should have their heads cut off"; the April 10 edition of Muhammad Speaks featured a cartoon depicting Malcolm X's bouncing, severed head. On June 8, FBI surveillance recorded a telephone call in which Betty Shabazz was told that her husband was "as good as dead." Four days later, an FBI informant received a tip that "Malcolm X is going to be bumped off." That same month, the Nation sued to reclaim Malcolm X's residence in East Elmhurst, Queens, New York. His family was ordered to vacate but on February 14, 1965the night before a hearing on postponing the evictionthe house was destroyed by fire. On July 9, Muhammad aide John Ali (suspected of being an undercover FBI agent) referred to Malcolm X by saying, "Anyone who opposes the Honorable Elijah Muhammad puts their life in jeopardy." In the December 4 issue of Muhammad Speaks, Louis X wrote that "such a man as Malcolm is worthy of death." The September 1964 issue of Ebony dramatized Malcolm X's defiance of these threats by publishing a photograph of him holding an M1 carbine while peering out of a window. ## Assassination On February 19, 1965, Malcolm X told interviewer Gordon Parks that the Nation of Islam was actively trying to kill him. On February 21, 1965, he was preparing to address the OAAU in Manhattan's Audubon Ballroom when someone in the 400-person audience yelled, "Nigger! Get your hand outta my pocket!" As Malcolm X and his bodyguards tried to quell the disturbance, a man rushed forward and shot him once in the chest with a sawed-off shotgun and two other men charged the stage firing semi-automatic handguns. Malcolm X was pronounced dead at 3:30 pm, shortly after arriving at Columbia Presbyterian Hospital. The autopsy identified 21 gunshot wounds to the chest, left shoulder, arms and legs, including ten buckshot wounds from the initial shotgun blast. One gunman, Nation of Islam member Talmadge Hayer (also known as Thomas Hagan), was beaten by the crowd before police arrived. Witnesses identified the other gunmen as Nation members Norman 3X Butler and Thomas 15X Johnson. All three were convicted of murder in March 1966 and sentenced to life in prison. At trial, Hayer confessed, but refused to identify the other assailants except to assert that they were not Butler and Johnson. In 1977 and 1978, he signed affidavits reasserting Butler's and Johnson's innocence, naming four other Nation members of Newark's Mosque No. 25 as participants in the murder or its planning. These affidavits did not result in the case being reopened. Butler, today known as Muhammad Abdul Aziz, was paroled in 1985 and became the head of the Nation's Harlem mosque in 1998; he maintains his innocence. In prison Johnson, who changed his name to Khalil Islam, rejected the Nation's teachings and converted to Sunni Islam. Released in 1987, he maintained his innocence until his death in August 2009. Hayer, who also rejected the Nation's teachings while in prison and converted to Sunni Islam, is known today as Mujahid Halim. He was paroled in 2010. In 2021, Muhammad Abdul Aziz and Khalil Islam (formerly Norman 3X Butler and Thomas 15X Johnson) were exonerated from their murder convictions, following a review that found the FBI and the New York Police Department withheld key evidence during the trial. On July 14, 2022, Aziz filed suit in the U.S. District Court in Brooklyn against the City of New York, seeking \$40 million in damages related to his wrongful imprisonment. Les Payne and Tamara Payne, in their Pulitzer Prize winning biography The Dead Are Arising: The Life of Malcolm X, claim that the assassins were members of the Nation of Islam's Newark, New Jersey mosque: William 25X (also known as William Bradley), who fired the shotgun; Leon Davis; and Thomas Hayer. ### Funeral The public viewing, February 23–26 at Unity Funeral Home in Harlem, was attended by some 14,000 to 30,000 mourners. For the funeral on February 27, loudspeakers were set up for the overflow crowd outside Harlem's thousand-seat Faith Temple of the Church of God in Christ, and a local television station carried the service live. Among the civil rights leaders attending were John Lewis, Bayard Rustin, James Forman, James Farmer, Jesse Gray, and Andrew Young. Actor and activist Ossie Davis delivered the eulogy, describing Malcolm X as "our shining Black prince ... who didn't hesitate to die because he loved us so": > There are those who will consider it their duty, as friends of the Negro people, to tell us to revile him, to flee, even from the presence of his memory, to save ourselves by writing him out of the history of our turbulent times. Many will ask what Harlem finds to honor in this stormy, controversial and bold young captainand we will smile. Many will say turn awayaway from this man, for he is not a man but a demon, a monster, a subverter and an enemy of the Black manand we will smile. They will say that he is of hatea fanatic, a racistwho can only bring evil to the cause for which you struggle! And we will answer and say to them: Did you ever talk to Brother Malcolm? Did you ever touch him, or have him smile at you? Did you ever really listen to him? Did he ever do a mean thing? Was he ever himself associated with violence or any public disturbance? For if you did you would know him. And if you knew him you would know why we must honor him.... And, in honoring him, we honor the best in ourselves. Malcolm X was buried at Ferncliff Cemetery in Hartsdale, New York. Friends took up the gravediggers' shovels to complete the burial themselves. Actor and activist Ruby Dee and Juanita Poitier (wife of Sidney Poitier) established the Committee of Concerned Mothers to raise money for a home for his family and for his children's educations. ### Reactions Reactions to Malcolm X's assassination were varied. In a telegram to Betty Shabazz, Martin Luther King Jr. expressed his sadness at "the shocking and tragic assassination of your husband." He said: > While we did not always see eye to eye on methods to solve the race problem, I always had a deep affection for Malcolm and felt that he had a great ability to put his finger on the existence and root of the problem. He was an eloquent spokesman for his point of view and no one can honestly doubt that Malcolm had a great concern for the problems that we face as a race. Elijah Muhammad told the annual Savior's Day convention on February 26 that "Malcolm X got just what he preached," but denied any involvement with the murder. "We didn't want to kill Malcolm and didn't try to kill him," Muhammad said, adding "We know such ignorant, foolish teachings would bring him to his own end." Writer James Baldwin, who had been a friend of Malcolm X's, was in London when he heard the news of the assassination. He responded with indignation towards the reporters interviewing him, shouting, "You did it! It is because of you—the men that created this White supremacy—that this man is dead. You are not guilty, but you did it.... Your mills, your cities, your rape of a continent started all this." The New York Post wrote that "even his sharpest critics recognized his brillianceoften wild, unpredictable and eccentric, but nevertheless possessing promise that must now remain unrealized." The New York Times wrote that Malcolm X was "an extraordinary and twisted man" who "turn[ed] many true gifts to evil purpose" and that his life was "strangely and pitifully wasted." Time called him "an unashamed demagogue" whose "creed was violence." Outside of the U.S., particularly in Africa, the press was sympathetic. The Daily Times of Nigeria wrote that Malcolm X would "have a place in the palace of martyrs" The Ghanaian Times likened him to John Brown, Medgar Evers, and Patrice Lumumba, and counted him among "a host of Africans and Americans who were martyred in freedom's cause." In China, the People's Daily described Malcolm X as a martyr killed by "ruling circles and racists" in the United States; his assassination, the paper wrote, demonstrated that "in dealing with imperialist oppressors, violence must be met with violence." The Guangming Daily, also published in Beijing, stated that "Malcolm was murdered because he fought for freedom and equal rights." In Cuba, El Mundo described the assassination as "another racist crime to eradicate by violence the struggle against discrimination." In a weekly column he wrote for the New York Amsterdam News, King reflected on Malcolm X and his assassination: > Malcolm X came to the fore as a public figure partially as a result of a TV documentary entitled, The Hate that Hate Produced. That title points to the nature of Malcolm's life and death. > > Malcolm X was clearly a product of the hate and violence invested in the Negro's blighted existence in this nation.... > > In his youth, there was no hope, no preaching, teaching or movements of non-violence.... > > It is a testimony to Malcolm's personal depth and integrity that he could not become an underworld Czar, but turned again and again to religion for meaning and destiny. Malcolm was still turning and growing at the time of his brutal and meaningless assassination.... > > Like the murder of Lumumba, the murder of Malcolm X deprives the world of a potentially great leader. I could not agree with either of these men, but I could see in them a capacity for leadership which I could respect, and which was just beginning to mature in judgment and statesmanship. ### Allegations of conspiracy Within days, the question of who bore responsibility for the assassination was being publicly debated. On February 23, James Farmer, leader of the Congress of Racial Equality, announced at a news conference that local drug dealers, and not the Nation of Islam, were to blame. Others accused the NYPD, the FBI, or the CIA, citing the lack of police protection, the ease with which the assassins entered the Audubon Ballroom, and the failure of the police to preserve the crime scene. Earl Grant, one of Malcolm X's associates who was present at the assassination, later wrote: > > [A]bout five minutes later, a most incredible scene took place. Into the hall sauntered about a dozen policemen. They were strolling at about the pace one would expect of them if they were patrolling a quiet park. They did not seem to be at all excited or concerned about the circumstances. > > > > I could hardly believe my eyes. Here were New York City policemen, entering a room from which at least a dozen shots had been heard, and yet not one of them had his gun out! As a matter of absolute fact, some of them even had their hands in their pockets. In the 1970s, the public learned about COINTELPRO and other secret FBI programs established to infiltrate and disrupt civil rights organizations during the 1950s and 1960s. Louis Lomax wrote that John Ali, national secretary of the Nation of Islam, was a former FBI agent. Malcolm X had confided to a reporter that Ali exacerbated tensions between him and Elijah Muhammad and that he considered Ali his "archenemy" within the Nation of Islam leadership. Ali had a meeting with Talmadge Hayer, one of the men convicted of killing Malcolm X, the night before the assassination. The Shabazz family are among those who have accused Louis Farrakhan of involvement in Malcolm X's assassination. In a 1993 speech Farrakhan seemed to acknowledge the possibility that the Nation of Islam was responsible: > Was Malcolm your traitor or ours? And if we dealt with him like a nation deals with a traitor, what the hell business is it of yours? A nation has to be able to deal with traitors and cutthroats and turncoats. In a 60 Minutes interview that aired during May 2000, Farrakhan stated that some things he said may have led to the assassination of Malcolm X. "I may have been complicit in words that I spoke," he said, adding "I acknowledge that and regret that any word that I have said caused the loss of life of a human being." A few days later Farrakhan denied that he "ordered the assassination" of Malcolm X, although he again acknowledged that he "created the atmosphere that ultimately led to Malcolm X's assassination." No consensus has been reached on who was responsible for the assassination. In August 2014, an online petition was started using the White House online petition mechanism to call on the government to release, without alteration, any files they still held relating to the murder of Malcolm X. In January 2019, members of the families of Malcolm X, John F. Kennedy, Martin Luther King Jr., and Robert F. Kennedy were among dozens of Americans who signed a public statement calling for a truth and reconciliation commission to persuade Congress or the Justice Department to review the assassinations of all four leaders during the 1960s. A February 21, 2021 press conference attended by three of Malcolm X's daughters and members of deceased NYPD undercover officer Raymond Wood's family released his authorized posthumous letter that stated in part: "I was told to encourage leaders and members of the civil rights groups to commit felonious acts." The Guardian reports that "The arrests kept the two men from managing door security at the Audubon Ballroom in Washington Heights on the day of the shooting, according to the letter." On February 26, 2021, the daughter of Raymond Wood, Kelly Wood, stated that the letter presented at the February 21 press conference is fake. Kelly Wood stated that the letter was created by her cousin Reggie Wood for attention and book sales. In early 2023, members of Malcolm X's family said they would file a \$100 million wrongful death lawsuit against the CIA, the FBI, the NYPD and others for allegedly concealing evidence related to the assassination and for alleged involvement to it. The attorney representing the family is Benjamin Crump. ## Philosophy Except for his autobiography, Malcolm X left no published writings. His philosophy is known almost entirely from the many speeches and interviews he gave from 1952 until his death. Many of those speeches, especially from the last year of his life, were recorded and have been published. ### Beliefs of the Nation of Islam While he was a member of the Nation of Islam, Malcolm X taught its beliefs, and his statements often began with the phrase "The Honorable Elijah Muhammad teaches us that ..." It is virtually impossible now to discern whether Malcolm X's personal beliefs at the time diverged from the teachings of the Nation of Islam. After he left the Nation in 1964, he compared himself to a ventriloquist's dummy who could only say what Elijah Muhammad told him to say. Malcolm X taught that Black people were the original people of the world, and that Whites were a race of devils who were created by an evil scientist named Yakub. The Nation of Islam believed that Black people were superior to White people and that the demise of the White race was imminent. When questioned concerning his statements that White people were devils, Malcolm X said: "history proves the White man is a devil." "Anybody who rapes, and plunders, and enslaves, and steals, and drops hell bombs on people ... anybody who does these things is nothing but a devil," he said. Malcolm X said that Islam was the "true religion of Black mankind" and that Christianity was "the White man's religion" that had been imposed upon African Americans by their slave-masters. He said that the Nation of Islam followed Islam as it was practiced around the world, but the Nation's teachings varied from those of other Muslims because they were adapted to the "uniquely pitiful" condition of Black people in the United States. He taught that Wallace Fard Muhammad, the founder of the Nation, was God incarnate, and that Elijah Muhammad was his Messenger, or Prophet. While the civil rights movement fought against racial segregation, Malcolm X advocated the complete separation of Blacks from Whites. The Nation of Islam proposed the establishment of a separate country for African Americans in the southern or southwestern United States as an interim measure until African Americans could return to Africa. Malcolm X suggested the United States government owed reparations to Black people for the unpaid labor of their ancestors. He also rejected the civil rights movement's strategy of nonviolence, advocating instead that Black people should defend themselves. ### Independent views After leaving the Nation of Islam, Malcolm X announced his willingness to work with leaders of the civil rights movement, though he advocated some changes to their policies. He felt that calling the movement a struggle for civil rights would keep the issue within the United States while changing the focus to human rights would make it an international concern. The movement could then bring its complaints before the United Nations, where Malcolm X said the emerging nations of the world would add their support. Malcolm X argued that if the U.S. government was unwilling or unable to protect Black people, Black people should protect themselves. He said that he and the other members of the OAAU were determined to defend themselves from aggressors, and to secure freedom, justice and equality "by whatever means necessary". Malcolm X stressed the global perspective he gained from his international travels. He emphasized the "direct connection" between the domestic struggle of African Americans for equal rights with the independence struggles of Third World nations. He said that African Americans were wrong when they thought of themselves as a minority; globally, Black people were the majority. In his speeches at the Militant Labor Forum, which was sponsored by the Socialist Workers Party, Malcolm X criticized capitalism. After one such speech, when he was asked what political and economic system he wanted, he said he did not know, but that it was no coincidence the newly independent countries in the Third World were turning toward socialism. When a reporter asked him what he thought about socialism, Malcolm X asked whether it was good for Black people. When the reporter told him it seemed to be, Malcolm X told him: "Then I'm for it." Although he no longer called for the separation of Black people from White people, Malcolm X continued to advocate Black nationalism, which he defined as self-determination for the African-American community. In the last months of his life, however, Malcolm X began to reconsider his support for Black nationalism after meeting northern African revolutionaries who, to all appearances, were White. After his Hajj, Malcolm X articulated a view of White people and racism that represented a deep change from the philosophy he had supported as a minister of the Nation of Islam. In a famous letter from Mecca, he wrote that his experiences with White people during his pilgrimage convinced him to "rearrange" his thinking about race and "toss aside some of [his] previous conclusions". In a conversation with Gordon Parks, two days before his assassination, Malcolm said: > [L]istening to leaders like Nasser, Ben Bella, and Nkrumah awakened me to the dangers of racism. I realized racism isn't just a Black and White problem. It's brought bloodbaths to about every nation on earth at one time or another. > > Brother, remember the time that White college girls came into the restaurantthe one who wanted to help the [Black] Muslims and the Whites get togetherand I told her there wasn't a ghost of a chance and she went away crying? Well, I've lived to regret that incident. In many parts of the African continent, I saw White students helping Black people. Something like this kills a lot of argument. I did many things as a [Black] Muslim that I'm sorry for now. I was a zombie thenlike all [Black] MuslimsI was hypnotized, pointed in a certain direction and told to march. Well, I guess a man's entitled to make a fool of himself if he's ready to pay the cost. It cost me 12 years. > > That was a bad scene, brother. The sickness and madness of those daysI'm glad to be free of them. ## Purported bisexuality In recent years, some researchers have alleged that Malcolm X was bisexual. These claims are founded upon the work of late Columbia University historian Manning Marable, and his controversial 2011 book Malcolm X: A Life of Reinvention. In the book, Marable asserted that "Malcolm X had exaggerated his early criminal career and had engaged in an early homosexual relationship with a White businessman." Scholar Christopher Phelps agreed with Marable in the Journal of American Studies: "Malcolm Little did take part in sex acts with male counterparts. If set in the context of the 1930s and 1940s, these acts position him not as a 'homosexual lover,' as has been asserted, but in the pattern of 'straight trade'—heterosexual men open to sex with homosexuals—an understanding that in turn affords insights into the Black revolutionary's mature masculinity." Malcolm X's family has rejected these allegations about his personal life. His daughter Ilyasah Shabazz said she would have known about these encounters before abruptly walking out on an interview on NPR. Shabazz said: "I think the things that I take issue with are the fact that he said my father engaged in a bisexual relationship, a homo—you know, he had a gay lover who was an elder White businessman, I think, in his late 50s when my father was in his teens. And, you know, my father was an open book. And we actually have four of the missing chapters from the autobiography. And, you know, he is very clear in his activities, which nothing included being gay. And certainly he didn't have anything against gay—he was for human rights, human justice, you know. So if he had a gay encounter, he likely would've talked about it. And what he did talk about was someone else's encounter." ## Legacy Malcolm X has been described as one of the greatest and most influential African Americans in history. He is credited with raising the self-esteem of Black Americans and reconnecting them with their African heritage. He is largely responsible for the spread of Islam in the Black community in the United States. Many African Americans, especially those who lived in cities in the Northern and Western United States, felt that Malcolm X articulated their complaints concerning inequality better than did the mainstream civil rights movement. One biographer says that by giving expression to their frustration, Malcolm X "made clear the price that White America would have to pay if it did not accede to Black America's legitimate demands." In the late 1960s, increasingly radical Black activists based their movements largely on Malcolm X and his teachings. The Black Power movement, the Black Arts Movement, and the widespread adoption of the slogan "Black is beautiful" can all trace their roots to Malcolm X. In 1963, Malcolm X began a collaboration with Alex Haley on his life story, The Autobiography of Malcolm X. He told Haley, "If I'm alive when this book comes out, it will be a miracle." Haley completed and published it some months after the assassination. During the late 1980s and early 1990s, there was a resurgence of interest in his life among young people. Hip-hop groups such as Public Enemy adopted Malcolm X as an icon, and his image was displayed in hundreds of thousands of homes, offices, and schools, as well as on T-shirts and jackets. In 1986 Ella Little-Collins merged the Organization of Afro-American Unity with the African American Defense League. In 1992 the film Malcolm X was released, an adaptation of The Autobiography of Malcolm X. In 1998, Time named The Autobiography of Malcolm X one of the ten most influential nonfiction books of the 20th century. Malcolm X was an inspiration for several fictional characters. The Marvel Comics writer Chris Claremont confirmed that Malcolm X was an inspiration for the X-Men character Magneto, while Martin Luther King was an inspiration for Professor X. Malcolm X also inspired the character Erik Killmonger in the film Black Panther. ### Memorials and tributes The house that once stood at 3448 Pinkney Street in North Omaha, Nebraska, was the first home of Malcolm Little with his birth family. The house was torn down in 1965 by new owners who did not know of its connection with Malcolm X. The site was listed on the National Register of Historic Places in 1984. A Nebraska Historical Marker now marks the site. The Malcolm X—Ella Little-Collins House in the Roxbury section of Boston, Massachusetts, where Malcolm X lived with his half-sister Ella Little-Collins and began getting involved in the Nation of Islam, was added to the National Register of Historic Places in 2021. Several archaeological surveys have been performed on the house’s grounds, and there are ongoing efforts to preserve the site. In Lansing, Michigan, a Michigan Historical Marker was erected in 1975 on Malcolm Little's childhood home. The city is also home to El-Hajj Malik El-Shabazz Academy, a public charter school with an Afrocentric focus. The school is located in the building where Little attended elementary school. In cities across the United States, Malcolm X's birthday (May 19) is commemorated as Malcolm X Day. The first known celebration of Malcolm X Day took place in Washington, D.C., in 1971. The city of Berkeley, California, has recognized Malcolm X's birthday as a citywide holiday since 1979. Many cities have renamed streets after Malcolm X. In 1987, New York mayor Ed Koch proclaimed Lenox Avenue in Harlem to be Malcolm X Boulevard. The name of Reid Avenue in Brooklyn, New York, was changed to Malcolm X Boulevard in 1985. Brooklyn also has El Shabazz Playground that was named after him. New Dudley Street, in the Roxbury neighborhood of Boston, was renamed Malcolm X Boulevard in the 1990s. In 1997, Oakland Avenue in Dallas, Texas, was renamed Malcolm X Boulevard. Main Street in Lansing, Michigan, was renamed Malcolm X Street in 2010. In 2016, Ankara, Turkey, renamed the street on which the U.S. is building its new embassy after Malcolm X. Dozens of schools have been named after Malcolm X, including Malcolm X Shabazz High School in Newark, New Jersey, Malcolm Shabazz City High School in Madison, Wisconsin, Malcolm X College in Chicago, Illinois, and El-Hajj Malik El-Shabazz Academy in Lansing, Michigan. Malcolm X Liberation University, based on the Pan-Africanist ideas of Malcolm X, was founded in 1969 in North Carolina. In 1996, the first library named after Malcolm X was opened, the Malcolm X Branch Library and Performing Arts Center of the San Diego Public Library system. The U.S. Postal Service issued a Malcolm X postage stamp in 1999. In 2005, Columbia University announced the opening of the Malcolm X and Dr. Betty Shabazz Memorial and Educational Center. The memorial is located in the Audubon Ballroom, where Malcolm X was assassinated. Collections of Malcolm X's papers are held by the Schomburg Center for Research in Black Culture and the Robert W. Woodruff Library. After a community-led initiative, Conrad Grebel University College in Canada (affiliated with the University of Waterloo) launched the Malcolm X Peace and Conflict Studies Scholarship in 2021 to support Black and Indigenous students enrolled in their Master of Peace and Conflict Studies program. ## Portrayal in film, in television, and on stage Arnold Perl and Marvin Worth attempted to create a drama film based on The Autobiography of Malcolm X, but when people close to the subject declined to talk to them they decided to make a documentary instead. The result was the 1972 documentary film Malcolm X. Denzel Washington played the title role in the 1992 motion picture Malcolm X. Critic Roger Ebert and film director Martin Scorsese included the film among their lists as one of the ten best films of the 1990s. Washington had previously played the part of Malcolm X in the 1981 Off-Broadway play When the Chickens Came Home to Roost. Other portrayals include: - James Earl Jones, in the 1977 film The Greatest. - Dick Anthony Williams, in the 1978 television miniseries King and the 1989 American Playhouse production of the Jeff Stetson play The Meeting. - Al Freeman Jr., in the 1979 television miniseries Roots: The Next Generations. - Morgan Freeman, in the 1981 television movie Death of a Prophet. - Ben Holt, in the 1986 opera X, The Life and Times of Malcolm X at the New York City Opera. - Gary Dourdan, in the 2000 television movie King of the World. - Joe Morton, in the 2000 television movie Ali: An American Hero. - Mario Van Peebles, in the 2001 film Ali. - Lindsay Owen Pierre, in the 2013 television movie Betty & Coretta. - François Battiste, in the stage play One Night in Miami, first performed in 2013. - Nigél Thatch, in the 2014 film Selma and the 2019 television series Godfather of Harlem. - Kingsley Ben-Adir in the 2020 film One Night in Miami, based on the play of the same name. - Jason Alan Carnell in the 2023 season of the television series Godfather of Harlem. ## Explanatory notes
21,286,191
Dudley Clarke
1,168,811,074
British Second World War intelligence officer
[ "1899 births", "1974 deaths", "British Army Commandos officers", "British Army brigadiers of World War II", "British Army personnel of World War I", "British military personnel of the 1936–1939 Arab revolt in Palestine", "Commanders of the Order of the British Empire", "Companions of the Order of the Bath", "Graduates of the Royal Military Academy, Woolwich", "Military deception biographies", "People educated at Charterhouse School", "People from Ladysmith, KwaZulu-Natal", "Recipients of the Legion of Merit", "Royal Artillery officers", "Royal Flying Corps officers", "South African military personnel" ]
Brigadier Dudley Wrangel Clarke, (27 April 1899 – 7 May 1974) was an officer in the British Army, known as a pioneer of military deception operations during the Second World War. His ideas for combining fictional orders of battle, visual deception and double agents helped define Allied deception strategy during the war, for which he has been referred to as "the greatest British deceiver of WW2". Clarke was also instrumental in the founding of three famous military units, namely the British Commandos, the Special Air Service and the US Rangers. Born in Johannesburg and brought up near London, Clarke joined the Royal Artillery as an officer in 1916 but transferred to the Royal Flying Corps after finding he was too young to fight in France. He spent the First World War learning to fly, first in Reading and then Egypt. Clarke returned to the Royal Artillery in 1919 and had a varied career doing intelligence work in the Middle East. In 1936 he was posted to Palestine, where he helped organise the British repression of the 1936 Arab uprising. During the Second World War, Clarke joined John Dill's staff, where he proposed and helped to implement an idea for raids into France – an early form of the British Commandos. In 1940, Archibald Wavell called Clarke to Cairo and placed him in charge of strategic deception. As a cover, he was employed to set up a regional organisation for MI9, a British escape and evasion department. The following year Clarke received a war establishment and set up Advanced Headquarters 'A' Force with a small staff to plan deception operations. Once satisfied with the department's structure, he pursued intelligence contacts in Turkey and Spain. In late 1941 Clarke was called to London, where his deception work had come to the attention of Allied high command. Shortly afterward, while in Madrid, he was arrested wearing women's clothing, in circumstances that remain unclear. He was released and after being questioned by the governor of Gibraltar, allowed to return to Cairo. During Clarke's absence, deception hierarchy in Middle East Command had become muddled. Colonel Ralph Bagnold had taken over deception planning, pushing 'A' Force aside. Clarke was sent to El Alamein, where Allied forces were on the retreat, to work on deception plans. Upon his return, Bagnold was sidelined and 'A' Force reinstated as the primary deception department. Throughout 1942 Clarke implemented Operation Cascade, an order of battle deception which added many fictional units to the Allied formations. Cascade was a success; by the end of the war the enemy had accepted most of the formations as real. From 1942 to 1945, Clarke continued to organise deception in North Africa and southern Europe. After the war, he was asked to record the history of 'A' Force. He retired in 1947 and lived the rest of his life in relative obscurity. As well as pursuing a literary career that produced two histories and a thriller, he worked for the Conservative Party and was a director of Securicor. He died in London in 1974. ## Early life Clarke was born in Johannesburg on 27 April 1899. His father, Ernest Clarke, grew up in Kingston upon Hull and moved to South Africa in the late 19th century, where he became embroiled in the Jameson Raid. Ernest managed to avoid prison for his part in the raid and, via a co-conspirator, obtained a job at a gold mining company. Once settled, Ernest married Madeline Gardiner, and a short while later, Dudley was born. During the Second Boer War, the Clarke family was trapped in the siege of Ladysmith. Although an infant at the time of the siege, Clarke later tried to claim a campaign medal. Soon afterwards, the family returned to England, moving to Watford, where Clarke's brother, the screenwriter T. E. B. Clarke, was born in 1907. From an early age, Clarke wanted a career in the armed forces. In 1912, he attended Charterhouse School, where he was exposed to the glamorous parties and smart uniforms of the nearby military presence at Aldershot, including the newly formed Royal Flying Corps. ## First World War and inter-war period > I've always been a little proud of the fact that, when Britain went to war with Germany on 4th August 1914, I was already in uniform and under arms ... I was only fifteen and a half and no more than a private in the Charterhouse Contingent of the Officers Training corps Eager to be in active service, Clarke applied to sit the Army Entrance Exam in 1915, as soon as he had reached the minimum age of sixteen and a half. To his own surprise (he had petitioned the Charterhouse headmaster for a recommendation, allowing him to bypass the exam, on the expectation of failing), he passed and in early 1916 attended the Royal Military Academy, Woolwich. In November 1916, Clarke was commissioned as a second lieutenant in the Royal Artillery. When his regiment deployed to France, Clarke had to stay behind because, aged 17, he was too young to fight. Frustrated, he applied to join the Royal Flying Corps and transferred to the School of Military Aeronautics in Reading in November 1917. The following April he was posted to Egypt to complete his flight training, where he stayed until January 1919. Despite his promotion to the rank of lieutenant, Clarke transferred back to the Royal Artillery on his return to England. After the war, Clarke had a varied military career that began with a posting to Mesopotamia in 1919. During the Iraqi revolt of 1920, he helped evacuate Europeans from the region by boat. While on extended leave in Turkey in 1922, he became involved in the Chanak Crisis, a threatened Turkish attack on British and French troops. Clarke volunteered to help the local British force and was tasked with feeding misinformation to Turkish nationalists – a first taste of the activities that would define his later military career. In 1925, during another period of leave, Clarke covered the Rif War for the Morning Post. Over the inter-war period, Clarke became involved in the theatre and drama establishments of his postings. In 1923, he re-formed the Royal Artillery Officers Dramatic Club and was responsible for the Royal Artillery's display at the 1925 Royal Tournament. In 1933 and 1934, he wrote and directed two Christmas pantomimes. ### Palestine In 1936, Clarke was posted, at his request, to Palestine, just in time to participate in the 1936 Arab uprising. The British presence in Jerusalem was minimal at that time, comprising two battalions of infantry and a motley collection of air and armour under the command of Colonel Jack Evetts. Clarke, as one of only two staff officers, was faced with organising an effective response to guerrilla warfare. He first set to work improving communications between the small Royal Air Force contingent and the army. It was here that he met Tony Simonds, an intelligence officer sent to the region with express orders to set up an intelligence network. Clarke and Simonds worked to feed reliable information to British forces. Toward the end of 1936, more troops were dispatched to Palestine. Lieutenant-General John Dill was placed in command, and Clarke became his chief of staff. In 1937, Dill was replaced by Major-General Archibald Wavell, the commander who would later give Clarke free rein in Middle Eastern deception operations. In the preface to Clarke's 1948 book, Seven Assignments, Wavell wrote about their time together in Palestine: > When I commanded in Palestine in 1937–38, I had on my staff two officers in whom I recognised an original, unorthodox outlook on soldiering ... One was Orde Wingate, the second was Dudley Clarke. ## Second World War At the outbreak of the Second World War, Clarke was promoted to lieutenant-colonel and began working on intelligence tasks. He worked with Wavell in the Middle East to research possible Allied supply lines, undertook two trips to Norway (in an effort to maintain its neutrality), and conducted secret missions in Calais and Ireland. In May 1940 Clarke became a military assistant to Sir John Dill, now a full general and Chief of the General Staff, at the War Office. On 30 May 1940, inspired by childhood recollections of similar Boer forces as well as experiences during the Arab uprising in Palestine, Clarke sketched out an idea for small amphibious raiding parties, called Commandos. On 5 June, while Dill was inspecting the troops evacuated from Dunkirk, Clarke suggested the idea to him, and the prime minister approved the plan on the following day. Clarke, under Brigadier Otto Lunde, was tasked with setting up a new department, MO9, and began to recruit soldiers for what would later become the British Commandos. The first raid into France, Operation Collar, took place on 24 June 1940. Clarke obtained permission to accompany the 120-strong force, but was not allowed to go ashore. The attempt was not a major success, with only one of the four units managing to kill enemy troops. While waiting on the beach for his men to return, Clarke's boat was apparently spotted by a German patrol. Somehow Clarke was injured in the ear during, he said, an exchange of fire. Ernest Chappell, who was also on the beach, said that the patrol had not opened fire. ### 1941: Cairo In Cairo, Archibald Wavell, Clarke's old commander in Palestine, was commanding the North African campaign. He believed that deception was a key part of warfare. On 13 December he summoned Clarke to Egypt, telling high command he wished to set up "a special section of Intelligence for Deception". While awaiting Clarke's arrival, Wavell initiated a successful deception against the Italian forces at Sidi Barrani. Clarke reached Cairo on 18 December, to be greeted by Tony Simonds – another old hand from Palestine. Wavell put Clarke in charge, albeit under great secrecy, of broad strategic deception operations in North Africa. He held this position, under subsequent Mediterranean commanders, for the next five years. On his arrival in Cairo, Clarke began to build a network of useful contacts. He befriended Lieutenant-Colonel Raymund Maunsell, who operated Security Intelligence Middle East (SIME), the agency in charge of counter-espionage in the region. Maunsell later worked closely with Clarke, helping to feed misinformation to the enemy via double agents. Clarke's first deception was a scheme to mislead Italian forces into expecting an invasion of Italian Somaliland instead of Eritrea, the real Allied target. Operation Camilla fooled the Italian leadership completely but instead of diverting troops as the British hoped, they withdrew their forces into Eritrea. From this failure Clarke learned a first lesson, one he would teach to many other deception officers during the war: that the key to deception was not to make your enemy think what you wish but to get them to do what you want. Clarke had not forgotten his previous pet scheme: the Commandos. In January 1941, he met the American Colonel William J. Donovan while the latter was touring the region. Clarke's description of the 1940 British unit inspired Donovan to emulate the idea. Clarke suggested the name "Rangers", after the frontier force Rogers' Rangers in the film Northwest Passage, for Donovan's unit. In May of the following year the United States Army Rangers were founded. In February, Clarke suffered from an attack of jaundice that put him out of action for about six weeks. He was visited regularly by Maunsell who was, by that time, a firm friend. #### 'A' Force At first Clarke worked alone and in secret, under the official title "Intelligence Officer (special duties) to the Commander-in-Chief". He had neither staff nor official mandate, and worked from a "converted bathroom" at the British Army headquarters, Cairo. His cover role was to establish a regional department for MI9, the less secret organisation tasked with helping Allied servicemen in escape and evasion tactics. Far from being a token cover, Clarke ran MI9's Middle East department, in tandem with his deception work, until August 1944. Clarke's one-man show in deception was not to last long. In January 1941 Clarke began Operation Abeam, fabricating the existence of a British paratrooper regiment in the region. It would be two years before such troops reached the Mediterranean, but Clarke hoped to play on Italian fears of an airborne assault. He created a fictional 1st Special Air Service Brigade, using faked documents, photographs and reports, which leaked back to the Italians. He dressed two soldiers in "1 SAS" uniforms and set them to wander around Cairo, Port Said and Alexandria hinting at missions in Crete or Libya. By March, Clarke had another scheme in the works, a deception cover for Operation Cordite, the 6th Infantry Division invasion of the Greek island Rhodes. His work interviewing locals about the island could not be associated with the 6th so he adopted the guise of 'A' Force. The name was intentionally vague, designed to add to the mythology of his fictional airborne unit. Although at first only a cover name, the department soon became real and took control of deception in the region. On 28 March 1941 Clarke requisitioned No. 6 Sharia Kasr-el-Nill, Cairo – opposite 6th Division HQ and below a brothel – and in April received an official mandate for his department. "Advanced Headquarters 'A' Force" moved into their new offices on 8 April 1941 and Clarke began to recruit his staff. Clarke's airborne SAS had another legacy. In May 1941 David Stirling, an injured member of the early 8 Commando, envisioned a new special forces unit consisting of small commando teams intended to operate behind enemy lines. Clarke gave the project his full backing, and the unit was named "L" Detachment, Special Air Service – in part to help solidify the existence of the larger fictional force in the minds of the enemy. Stirling's force later evolved into the modern-day Special Air Service. Clarke therefore had a hand in the formation of three famed military units. Phantom forces, of which the SAS was only Clarke's first, played a crucial part in deception operations during the war – including along the Western Front in 1944 – but for the rest of April 1941 he worked hard to build his department. #### Consolidating deception Clarke's "War Establishment" granted him three officers, several enlisted men and a small array of vehicles. A recruitment drive paid off in the form of highly experienced staff. To help with visual deception he brought in Victor Jones and Jasper Maskelyne. He also recruited a Scots Guards officer, Captain Ogilvie-Grant, to manage the MI9 escape and evasion work, which had been adopted as cover for the whole of 'A' Force. Finally, the services of Major E. Titterington, originally a member of Maunsell's SIME, were obtained for help in creating forged documents; eventually Titterington's operation expanded to form a subsection of 'A' Force devoted to forgeries. With his office organised, Clarke was happy to leave day-to-day management to his staff. He then embarked on a trip to Turkey, where he worked to establish a network of misinformation as well as carry out his MI9 role. There he met two important figures in Turkish intelligence – Brigadier Allan Arnold, the British military attaché, and Commander Vladimir Wolfson, a Royal Navy attaché – and worked with them to open channels of misinformation to the enemy. In Wolfson, Clarke had found an important resource and, in his own words, began "a long and profitable partnership for Deception and MI9 matters in Turkey which was to last for the rest of the war". Clarke left Istanbul on 16 May, travelling covertly back to Egypt via Syria and Lebanon in order to reconnoitre the ground that British forces would have to invade when entering the country. He arrived in Cairo on 21 May. Despite Clarke and Wavell's successes in deception, the North African campaign was turning against the Allies. Germany had reinforced their Italian allies and in 1941 Erwin Rommel had taken command of Axis forces and won early victories. Churchill replaced Wavell with Claude Auchinleck. Clarke's new commander was impressed with Wavell's setup, so 'A' Force and the rest of Middle Eastern Command continued to operate as before. #### Lisbon and London Clarke travelled to Lisbon on 22 August 1941 aiming, as with his earlier Turkey trip, to open up lines of deception into Axis forces. He spent around a month in the area, posing as a flamboyant journalist, before being summoned back to London. His successful deception activities in the Middle East had caught the attention of high command, and Clarke was asked to write a paper about his experiences. While in London, Clarke met many of his counterparts on the Western Front. He attended meetings of the Twenty Committee and Chiefs of Staff Committee (which was chaired by his old commander, John Dill). The paper on deception met with approval in the establishment and it was decided that a department similar to 'A' Force should be created in London. Clarke was offered the job, reporting directly to the Chiefs of Staff and the War Cabinet. He declined, citing loyalty to the Middle East, but his decision was in large part due to the greater operational freedom and status he enjoyed in North Africa. The London Controlling Section was formed and, after some disorganisation, prospered under John Bevan, with whom Clarke would later work closely. Pleased with his success in London, Clarke returned to Lisbon on 12 October posing as a journalist for The Times named "Wrangal Craker". His aim was to carry on the semi-undercover work of spreading rumours and misinformation to the Germans. Later that month, in Madrid, he was arrested while dressed as a woman. Guy Liddell, wartime counter-espionage head at MI5, said of the incident: "I'm afraid to say that after his stay in Lisbon as a bogus journalist he has got rather over-confident about his powers as an agent." Clarke was released, apparently at the behest of a German contact who believed him to be "an important agent who was ready to assist the Germans", and made his way to Gibraltar. Clarke's run of bad luck continued. He was ordered back to London to explain the Madrid incident to his superiors but the ship he was on, the Ariosto, was torpedoed by a U-boat on 24 October. The Ariosto was one of three ships sunk in the engagement, although he escaped harm and returned to Gibraltar. Rather than attempting another trip to London, Clarke was interviewed by the Governor of Gibraltar, Lord Gort, who judged Clarke's answers acceptable and concluded that "we can reasonably expect that this escapade and its consequences will have given him sufficient shock to make him more prudent in the immediate future". It is unclear why Clarke was wearing a dress, but reports of the incident indicated he had been following a lead and gone a little too far in his spy-craft. Photographs of his disguise, obtained from the Spanish police, circulated in London and were viewed mostly with amusement. He was allowed to return to Cairo and reached Egypt on 18 November. Although he escaped disciplinary action over the incident, it was the last time Clarke attempted his own espionage work. ### 1942: El Alamein Back in Cairo, Clarke discovered that much had changed during his absence. The recently promoted Colonel Ralph Bagnold had been appointed "Chief Deception Officer" at Middle Eastern HQ and had taken charge of tactical deception. Clarke was annoyed at what he saw as a power grab and at the sudden high profile of deception operations (Bagnold's promotion was widely publicised). Over the next few months Bagnold secured more and more of the day-to-day management of deception operations leaving 'A' Force, and Clarke, in a training and advisory capacity. Despite this, Clarke's services were in high demand as the opening months of 1942 saw Allied forces in North Africa suffering serious defeats. On 2 February Auchinleck dispatched Clarke to Libya with urgent orders to assist in halting the German advances. Before leaving for the Eighth Army headquarters in Gazala, Clarke left a note, which he later described as "begging for the whole question of deception machinery in the Command to be reviewed completely afresh during his absence." Once on the ground he found a shaken army conducting a hesitant withdrawal, and in urgent need of delaying tactics to slow the German advance. After brainstorming with his team in Cairo, Clarke envisioned Bastion, a deception operation to convince Rommel that his advance on Gazala was heading into a trap. The plan, which involved Victor Jones creating a strong fictional force of 300 tanks on the British right hand flank, was in full swing during February. The operation appears to have had limited effect. Rommel delayed his advance until May, when British forces were routed at the Battle of Gazala and the Germans resumed their push toward Egypt. Upon his return to Cairo, on 15 February, Clarke was pleased to find that Auchinleck had restored 'A' Force as the sole deception organisation at HQ. Bagnold's enterprise was entirely sidelined and he moved on to other things. Clarke, who in March was promoted to full colonel, said that Bastion had taught him much: "We learnt more Lessons from it than from almost any other plan and it helped us evolve three important principles." By the end of March, Clarke considered the much-expanded 'A' Force, and his theory of deception, to have matured beyond the basic trial and error of the previous years. #### Operation Cascade In March 1942 Clarke had begun to draft ideas for an ambitious order-of-battle deception. He had found that the process of convincing the enemy of the existence of a notional force was long and tedious. Operation Cascade was intended to create the fiction of a much increased Allied force in North Africa, including eight divisions, three new brigades, and even the 1st SAS. At first the plan was intended to deter the Axis from extending an offensive against the USSR southward into the region. After a slow start, in early 1942, Cascade began to take effect. As early as May, Axis intelligence began to overestimate Allied strength by nearly 30%. In July the operation expanded. Clarke introduced more and more fictitious divisions and by the end of the year the Germans had accepted many of them as real formations. By 1944, when the operation was superseded, it had completely fooled the enemy. Cascade was a major success for Clarke; it supported most of the subsequent major deceptions for the remainder of the war (by providing established fictional units) and proved that deception on a grand scale was a realistic strategy. #### El Alamein deceptions, August 1942 In May, before Cascade had become fully operational, Rommel defeated the British Army in Libya. Auchinleck rallied his forces at El Alamein and asked Clarke to draft plans for delaying the Axis advance, giving the Allies time to withdraw. Operation Sentinel was designed to convince Rommel, using camouflage, fakery and radio deception, that substantial British armour sat between him and the retreating Eighth Army. In spite of his success at El Alamein Auchinleck was replaced by Harold Alexander on 8 August, Clarke's third commander in under two years. Bernard Montgomery was handed control of the Eighth Army and instructed to push Rommel back. Montgomery knew Clarke, having taught him infantry tactics at the Staff College in 1931, and instructed him to prepare deception plans for the Second Battle of El Alamein. The plan involved major camouflage activity, Operation Bertram, radio deception, Operation Canwell and a disinformation campaign, Operation Treatment. On 9 September Clarke was appointed an Officer of the Order of the British Empire (OBE). The citation recognised his efforts in setting up A-Force, but referred to its less clandestine MI9 escape and evasion work. Clarke had his mind on other things besides awards and El Alamein. He delegated much of the ongoing planning to 'A' Force staff, as the department was now well established. Instead he flew to London and Washington in October to discuss strategic deception for Operation Torch, the forthcoming British-American invasion of the French North African colonies, leaving Charles Richardson (a planning officer at Eight Army HQ) and Geoffrey Barkas (Director of Camouflage, Middle East Command) to implement Operation Bertram. For the first time deception experts from across the theatres of war worked together. John Bevan of the London Controlling Section hosted an October conference for Clarke, Peter Fleming from India, and representatives from Washington. The meeting agreed on plans for a disinformation campaign, which would attempt to convince German high command that the Allied targets in Africa were Dakar and Sicily (the far eastern and western limits of the theatre). Four days after Montgomery's success at El Alamein, on 8 November, Allied forces landed in Morocco and Algeria to the surprise of German forces there. On 14 October Clarke, along with Bevan and Flemming, met Churchill to discuss all the Allied deception strategies. ### 1943: Barclay 1943 would be the peak of deception operations for Clarke and 'A' Force – in 1944 the focus switched to the Western Front. Until then he was very busy between Operation Barclay and the continuing Cascade. The main Allied push that year was toward Sicily, as decided by high command in January. Barclay was the elaborate deception with which Clarke was tasked, an operation to mislead the Axis into expecting attacks on the far eastern and western extremities of the northern Mediterranean theatre – namely the Balkan Peninsula and southern France. On 15 March Clarke again met Bevan, in Algiers, to discuss strategy for Barclay. Building on Cascade he added the Twelfth Army to his fictional order of battle, and began to make them look like a convincing threat to Crete and the Greek mainland. For this new deception 'A' Force had strong support from London – in April the famed Operation Mincemeat was used to help bolster Clarke's deceptive thrust toward Crete. By this point 'A' Force had much expanded beyond the small flat in Cairo, adding representatives with the army in Sicily and offices in Algiers and Nairobi. Clarke roved around the region acting as overseer of the department's operations. On 14 October he was appointed Commander of the Order of the British Empire (CBE), the citation (marked "not for publication") praised Clarke's ongoing work, referring to him as "irreplaceable". In December 1943, he was promoted to the rank of brigadier. Although the promotion did not include perks associated with higher ranks (such as a car and driver) Clarke used his charisma to obtain them anyway. ### 1944: Monty's double In 1944 the Allies finally focused on France and the Western Front. Bevan and the London Controlling Section were tasked with inventing an elaborate masquerade to cover the Normandy invasion, a vindication of the theory pioneered by Clarke and Wavell: that every real operation should have a complementary deception. The focus on France left Clarke supporting the Allied push through Italy. He noted that "the peculiar circumstances of the Mediterranean Theater made it a sheer impossibility to have a hiatus of more than a week or two duration between Deception Plans." In quick succession 'A' Force executed deceptions that included the operations Oakenfield and Zeppelin. Later that spring Clarke was inspired by a war film, Five Graves to Cairo, to create Operation Copperhead. Bernard Montgomery had recently been moved to England to take command of the ground forces intended for the Normandy invasion. To confuse the Germans, Clarke located a look-alike, pre-war actor Lieutenant M. E. Clifton James, and brought him to the Mediterranean under much ceremony. Through 1944 'A' Force was slowly winding down. Clarke was involved in planning Operation Bodyguard, a major cover plan for the Allied landing in Normandy, and he was tasked with executing the (largely political) deceptions in the Middle Eastern region. However, by the end of the summer 'A' Force's usefulness in operations had reached its end. On 13 October Clarke held a party (true to form, at a Cairo cinema) for the remaining members of the department. Command of the remaining tactical deceptions was transferred to Caserta. Clarke, along with a skeleton staff, remained in Egypt to tie up the loose ends of various operations and to begin his history of the department. In April 1945, Clarke left Cairo for London; on 18 June he called a meeting of the remaining 'A' Force members at the Great Central Hotel where the department was disbanded. Clarke was mentioned in despatches on 19 October 1944, relating to his work setting up 'A' Force. > The planning and implementation of deception measures which have played a major part in the successes achieved in this theatre have been due in large measure to the originality of thought, imagination and initiative displayed by this officer. The citation was announced in The London Gazette on 22 February 1945. Clarke received a further honour that year, when on 19 June he was appointed a Companion of the Order of the Bath (CB). On 2 April 1946 he was awarded the American Legion of Merit. ## After the war Following the end of the war Clarke spent some time writing war histories. Until his retirement from the army in 1947, with the rank of brigadier, he recorded the history of 'A' Force. The document was never published and remained classified till the 1970s. His first complete book was published in 1948. Seven Assignments recorded Clarke's activities during the early wartime period of 1939 and 1940 (before the Middle East posting). It was not his first attempt at a book. In 1925 Clarke had found a publisher for his coverage for the Rif rebellion, but the work was never finished. Following Seven Assignments Clarke then took a job at Conservative Central Office, as Head of Public Opinion Research, where he worked until 1952. During this later career he also served as a director of Securicor. In 1952 he resumed his literary career with the publication of The Eleventh at War, a history of the 11th Hussars. The following year he submitted a publisher's proposal for The Secret War, a full account of deception during the Second World War, but was prevented from writing it by the Official Secrets Act. His final book was fiction, a thriller entitled Golden Arrow, published in 1955. Clarke lived out his retirement in relative obscurity, despite the belief of his former commander, Field Marshal Harold Alexander, that "he did as much to win the war as any other single officer". Clarke died on 7 May 1974, his address at the time was an apartment in Raleigh House, Dolphin Square, London. Most of his war work in military deception remained an obscure secret until the end of the 20th century and the publication of Michael Howard's 1990 official history, Strategic Deception in the Second World War. ## Legacy Clarke was widely regarded as an expert in military deception, and viewed by some of his peers as nearly legendary in status. In his 2004 book, The Deceivers, historian Thaddeus Holt identifies Clarke as "the master of the game", having been immersed in his deception activities for the entire war. Clarke evolved deception, almost from scratch, as a vital part of Allied strategy. The organisation that he and Wavell established proved a model for the other theatres of war, and his successes directly led to the creation of the London Controlling Section in 1941. He also misled German intelligence for several years – to the extent that they overestimated Allied strength in North Africa by a quarter of a million men. The journalist Nicholas Rankin, writing in 2008, referred to Clarke as "the greatest British deceiver of WW2, a special kind of secret servant." From the start of his Cairo posting Clarke learned the art of deception by trial and error. From mistakes during Camilla he learned to focus on what he wanted the enemy to do rather than on what he wanted them to think. From another early operation (K-Shell, the spreading of rumours about a new Allied super-shell which eventually petered out after the media picked up the story), he learned the value of conducting deception only when there was a clear objective, rather than because it was possible. From Bastion he discovered the difficulty of running a large deception on a short timescale. From these lessons Clarke evolved his principles of deception. At the Tehran Conference Winston Churchill made his famous remark that in wartime 'truth is so precious that she should always be attended by a bodyguard of lies.' Clarke's principle was the opposite. His thesis was that the lie (the cover plan) was so precious that it should be flanked with an escort of truths. Clarke also had a good appreciation of the complex interplay between Operations and intelligence in deception operations. He understood how to manipulate enemy intelligence agencies to build up the story he was trying to sell, and saw the importance of getting Operations, on his own side, to fit into those stories. He was depicted by Dominic West in the 2022 television historical drama SAS: Rogue Heroes. ## Personal life Clarke is described as a charismatic, charming and theatrical character with a streak of creativity, a personality reflected in the escapades of his life and career. His self-deprecating humour and work ethic made Clarke a popular figure within the army, where he was considered to have odd "old world" habits and "an uncanny habit of suddenly appearing in a room without anyone having noticed him enter". Clarke was considered to possess an "original intellect", and to have odd habits, but was never seen as eccentric (a trait that was frowned on within the army establishment). Despite having middle-class origins, he aspired to the fringes of the upper-class establishment, in his words: "one of those in the inner circle, watching the wheels go round at the hub of the British Empire at some great moment in history." From his time in Egypt during the First World War, Clarke fell in love with the country and he returned there as often as possible. He had a great respect for the inhabitants, writing that they had "the endearing qualities of humour and fortitude". Another particular love was film. In Cairo, during the Second World War, he was a regular at the cinema, a location that suited his photographic memory and preference for working at night; he often conducted meetings there. Films influenced his work in other ways, for instance in the inspiration he took from Northwest Passage to name the US Rangers. Clarke was inventive as well as frugal. While at flight school in Reading, and without any money to fund his recreation, he built "an apparatus composed of a bootlace, a lanyard and some straps off my valise, by which I am enabled to turn out the light without getting out of bed". The incident in Madrid, and Clarke's love of theatrics, raised questions about his sexuality. His arrest was somewhat hushed up at the time, which may have raised more questions than it prevented. There is no indication that Clarke was homosexual. He was involved in two bad relationships with women. In 1922 he met a Slavic woman called Nina in Wiesbaden, but she disappeared after Clarke smuggled currency to her friend in Bulgaria. Then in the late 1920s a woman in Sussex, who "meant everything in the world" to him, refused an offer of marriage. He often claimed to hate children and never married. Despite this Clarke was known for having beautiful female acquaintances, to whom his friends referred as "Dudley's Duchesses". ## Books
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2018 World Snooker Championship
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Professional snooker ranking tournament, April–May 2018
[ "2018 in English sport", "2018 in snooker", "April 2018 sports events in the United Kingdom", "May 2018 sports events in the United Kingdom", "Sports competitions in Sheffield", "World Snooker Championships" ]
The 2018 World Snooker Championship (officially the 2018 Betfred World Snooker Championship) was a professional snooker tournament held from 21 April to 7 May 2018 at the Crucible Theatre in Sheffield, England. Hosted by the World Professional Billiards and Snooker Association, it was the 20th and final ranking event of the 2017–18 snooker season and the 42nd consecutive time the World Snooker Championship had been held at the venue. The tournament was broadcast by BBC Sport and Eurosport in Europe, and sponsored by betting company Betfred. Welsh left-hander Mark Williams won his third world championship and 21st ranking title, defeating Scottish professional John Higgins 18–16 in the final. Williams' victory came 15 years after his second world title in 2003; before the start of the season, he had not won a ranking event in the previous six years. In winning the event, Williams received the highest prize money awarded for a snooker event, £425,000 of a total pool of £1,968,000. Aged 43, he was the third oldest winner at the crucible after Ronnie O'Sullivan who was 44 when he won the 2020 World Snooker Championship and Ray Reardon who was 45 when he won the title in 1978. Defending and three-time world champion Mark Selby had won the world title for the previous two years, but lost in the first round 4–10 to Joe Perry. The highest of the championship was scored by Higgins, who made a break of 146 in frame 13 of his second round win over Jack Lisowski. However, in qualifying for the event, Liang Wenbo scored a maximum break of 147. ## Background The World Snooker Championship is an annual cue sport tournament and is the official world championship of the game of snooker. Snooker was founded in the late 19th century by British Army soldiers stationed in India. The sport originated by players from the United Kingdom, and later players from Europe and the Commonwealth. In more modern times, the sport has transferred to being played worldwide, specifically in Asia, such as in China, Thailand and Hong Kong. The world championship was the final event of the 2017/18 snooker calendar, with the winner of the event being crowned as the professional world champion of the sport. The world championship sees 32 professional players compete in one-on-one snooker matches in a single elimination format, each played over several . The 32 players for the event are selected through a mix of the world snooker rankings and a pre-tournament qualification round. The first world championship in 1927, held in Camkin's Hall, Birmingham, England, was won by Joe Davis. Since 1977, the event has been held in the Crucible Theatre in Sheffield. 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 previous year's championship had been won by England's Mark Selby, who won the event defeating Scotland's John Higgins in the final 18–15. This was Selby's third championship, having won previously in 2014 and 2016. The champion of the 2018 event would win prize money of £425,000, from a total pool of £1,968,000. ### Format The 2018 World Snooker Championship was held between 21 April and 7 May 2018 in Sheffield, England. The tournament was the last of twenty rankings events in the 2017/2018 season on the World Snooker Tour. It featured a 32-player main draw that was played at the Crucible Theatre, as well as a 128-player qualifying draw which took place at the English Institute of Sport from 11 to 18 April 2018, finishing three days prior to the start of the main draw. This was the 42nd consecutive year the tournament was held at the Crucible, and the 50th consecutive year the championship was contested through the modern knockout format. The top 16 players in the latest world rankings automatically qualified for the main draw as seeded players. Defending champion Mark Selby was automatically seeded 1st overall. The remaining fifteen seeds were allocated based on the latest world rankings (revision 10), which were released following the China Open, the penultimate event of the season. With Selby ranked as the world number 1 entering the event, every player's seed therefore corresponded to their respective world ranking. Matches in the first round of the main draw were played as best of 19 frames. The number of frames needed to win a match increased with each successive round, leading up to the final match which was played as best of 35 frames. All 16 non-seeded spots in the main draw were filled with players from the qualifying rounds. The qualifying draw consisted of 128 players, including 113 of the remaining 115 players on the World Snooker Tour, as well as fifteen wildcard places allotted to non-tour players. These invited players included the women's world champion, the European junior champion, and all four semi-finalists at the amateur championship. As with the main draw, half of the participants in the qualifying draw were seeded players. Every player ranked from 17th to 80th was allocated one of 64 seeds in order of their ranking, while all of the other participants were placed randomly into the draw. In order to reach the main draw at the Crucible, players needed to win three best of 19 frame matches. ### Participant summary Eight former world champions participated in the main tournament: Ronnie O'Sullivan (five titles: 2001, 2004, 2008, 2012, 2013), John Higgins (four titles: 1998, 2007, 2009, 2011), Mark Selby (three titles and two-time defending champion: 2014, 2016, 2017), Mark Williams (two titles: 2000 and 2003), Shaun Murphy (one title: 2005), Graeme Dott (one title: 2006), Neil Robertson (one title: 2010), and Stuart Bingham (one title: 2015). This was O'Sullivan's 26th consecutive appearance in the final stages of the World Championship since his debut in 1993, just one short of Stephen Hendry's record of 27 consecutive appearances and four short of Steve Davis's record of 30 total appearances. Five other former world championship finalists also competed: Matthew Stevens (twice: 2000 and 2005), Ali Carter (twice: 2008 and 2012), Judd Trump (once: 2011), Barry Hawkins (once: 2013), and Ding Junhui (once: 2016). The youngest player to participate in the main stage of the tournament was Lyu Haotian at 20 years of age, while 43-year-old Joe Perry was the oldest; both players entered the main draw through qualifying. Marco Fu made his return to competition at the World Championship, having missed much of the 2017/2018 season after undergoing surgery to repair retinal degeneration and myodesopsia in his left eye. Three former world champions participated in the qualifying rounds: Ken Doherty (1997), Peter Ebdon (2002) and Graeme Dott (2006). Of these, only Dott succeeded in qualifying for the main tournament at the Crucible. Also, three former world finalists participated in the qualifying rounds: Jimmy White (six times: 1984 and 1990–1994), Nigel Bond (once: 1995) and Matthew Stevens (twice: 2000 and 2005). Of these, only Stevens qualified for the main tournament at the Crucible. The youngest participant in qualifying was Jackson Page at 16 years of age, while 55-year-old Jimmy White was the oldest participant; however, neither player qualified. ### Prize fund The breakdown of prize money for 2018 is shown below. - Winner: £425,000 - Runner-up: £180,000 - Semi-finalists: £85,000 - Quarter-finalists: £42,500 - Last 16: £27,500 - Last 32: £18,000 - Last 48: £13,500 - Last 80: £9,000 - Televised highest break: £10,000 - Non-televised highest break: £1,000 - Total: £1,968,000 The prize for a in the main rounds was boosted to £40,000, whereas the prize for a 147 in qualifying was £10,000. The latter prize was claimed by Liang Wenbo during his first qualifying round match against Rod Lawler. ## Summary ### Qualifying rounds The qualifying rounds took place at the English Institute of Sport from 11 to 18 April 2018. In the first round of qualifying, Liang Wenbo achieved his third professional maximum break, and his second of the 2017/2018 season, in the 10th frame of his match against Rod Lawler. It was the second consecutive year a 147 was made in World Championship qualifying, and the fourth time overall. Liang came very close to becoming the first player to score two maximums in the same match, but he missed the final black after a break of 140 in the last frame. Liang was eliminated in the third round of qualifying; ranked at world number 19, he was the highest-ranked player not to feature in the main draw of the tournament, as both world number 17 Ryan Day and world number 18 Stephen Maguire qualified. Only seven of the 64 unseeded participants in qualifying (players ranked outside the world's top 80) made it through the first qualifying round, and only one of those seven, Adam Duffy, progressed to the third qualifying round. Duffy did not, however, qualify for the main draw at the Crucible. Four players qualified for the Crucible for the first time: Lyu Haotian, Liam Highfield, Thepchaiya Un-Nooh, and Chris Wakelin. Lyu was the lowest ranked player to reach the main stage, at world number 68. ### First round The draw for the opening round of the main tournament was conducted on 19 April 2018, two days before the start of the competition. Technical issues delayed the 10:00 BST start time by two hours, to 12:00. The matches for the first round were spread out over six days from 21 to 26 April, and played using a two table setup in the Crucible Theatre. Each first round match was played over two sessions, as best of 19 frames (10 frames needed to win). Players and spectators criticised the two-hour delay to the tournament's first-round draw, which was caused by "technical issues". World number 22 Joe Perry called the draw "an absolute joke", claiming the delay caused qualifiers to "have no idea when [they] are playing, have to book hotels and make travel plans". Of the sixteen first round matches, six ended with qualifiers defeating seeded players. The biggest upset of the round happened in the opening match, when Joe Perry defeated the defending champion and world number 1 Mark Selby. Perry won the first four frames before pulling away to 7–2 ahead after the first session of play. Selby was unable to catch Perry and was defeated 4–10, ending his 10-match undefeated streak in the world championships, as well as his two-year reign as world champion. The next highest ranked player to lose was world number 8 Shaun Murphy, who was upset by world number 51 Jamie Jones in a tight 10–9 match, where the scores were level at various stages. The other four seeds to lose were the players ranked 10 through 13 in the world. Chinese debutant Lyu Haotian, both the youngest and lowest ranked player in the draw, defeated world number 11 Marco Fu in Fu's return to the Tour after eye surgery. Lyu was the only debutant to advance; he was 6–3 up after the first session and went on to win the match 10–5. Robert Milkins defeated world number 10 Neil Robertson 10–5. Jack Lisowski defeated world number 12 Stuart Bingham 10–7, thereby securing his first world championship match win in his second attempt. The 2015 world champion Bingham stated he was going to take a leave of absence from the sport after the loss. Bingham said he wanted to "spend some time with the family and put my cue down for a while". Bingham had spent three months of the season serving a ban for betting infringements; he commented, "It's not been the best of seasons in general, but on the table I've been pretty good." Ricky Walden defeated world number 13 Luca Brecel 10–6; he was comfortably five frames ahead at 8–3, when Brecel won the next three frames to bring the score to 8–6, before Walden won the last two frames of the match. Of the eight former world champions playing in the main stage of the tournament, only three progressed to the second round: Ronnie O'Sullivan (five-time champion), John Higgins (four-time champion) and Mark Williams (two-time champion). All three were top seven seeds and had turned professional in the same year, 1992. Ronnie O'Sullivan trailed 0–4 and then 3–6 after the opening session in his match against Stephen Maguire but then won seven of the last eight frames to win 10–7. The 16th frame of this encounter was O'Sullivan's 1000th frame win at the Crucible. This was also his 15th consecutive first round victory at the world championships. John Higgins defeated Thai debutant Thepchaiya Un-Nooh 10–7. Both players attempted maximum breaks: Higgins missed the 14th red ball on 104 in the 8th frame of the first session; Un-Nooh scored 14 reds with blacks, on course for his second career maximum, before missing the 15th red on 112 in the 12th frame of the final session. Mark Williams defeated Jimmy Robertson in his first round match 10–5. Williams led 7–2 after the initial session, then he hit a tournament highest break (at that point) of 140 in the 13th frame, to go 9–4 ahead, before winning the match after two further frames. In addition to O'Sullivan, Ali Carter and Anthony McGill both advanced despite trailing by three frames in the middle of their matches. Carter defeated Graeme Dott 10–8 in his first round match, despite being behind 3–6 overnight. McGill defeated Ryan Day 10–8; after trailing 5–8 earlier in the match, McGill won the last five frames to secure his place in the second round. He said he could not believe he had won, and the BBC referred to McGill's win as an "unbelievable comeback". The closing match of the first round saw the second final frame decider, after Jones's upset of Murphy. Recovering from 4–8 behind against Judd Trump, debutant Chris Wakelin won four frames in a row, to draw level at 8–8. The two players shared the next two frames, bringing the score to nine apiece, before Trump took the deciding frame. The winners of the remaining matches of the round were Kyren Wilson, Mark Allen, Barry Hawkins, and Ding Junhui. Wilson defeated Matthew Stevens 10–3. In the 12th frame, Stevens accidentally nudged the pink ball with his hand and declared a foul on himself, which allowed Wilson to win the frame, extending his lead to 9–3. Allen, the reigning Masters champion, defeated debutant Liam Highfield 10–5; neither player scored a century, although Highfield came close with two breaks of 99. Hawkins defeated Stuart Carrington 10–7, after winning a 55-minute 14th frame. For the second successive year, Ding faced a fellow Chinese player in the first round of the tournament; having defeated Zhou Yuelong in 2017, he faced Xiao Guodong in 2018. Ding came out as a convincing 10–3 winner, despite losing the opening two frames of the match. ### Second round The second round matches were played as best of 25 frames (13 frames needed to win), each over three sessions using a two table setup. The first match of the second round was between Mark Allen and Joe Perry, who defeated the defending champion in the first round. After sharing the first two sessions of their second round match at 8–8, Allen won all five frames in the third session to go through to the quarter-finals with a 13–8 win. Barry Hawkins defeated Lyu Haotian 13–10 in their second round match, to enter the quarter-finals for the sixth consecutive year. The pair were level at 10–10 before Hawkins won the last three frames of the match. Ali Carter played Ronnie O'Sullivan in the second round, a rematch of both the 2008 and the 2012 World Championship finals. The two players came into contact and exchanged words after the 19th frame of the match. The pair had brushed shoulders, in an incident the Independent described as a "barge". Following the match, O'Sullivan described it as being "overplayed" by the media. Having defeated O'Sullivan on only one occasion from a total of seventeen attempts in the group stages of the non-ranking 2010 Championship League, Carter eventually triumphed 13–9 to advance to the quarter-finals. Kyren Wilson secured a place in the quarter-finals by defeating Jamie Jones 13–5, winning all of the last six frames of the match. During a clearance in the penultimate frame, Wilson played a screw shot which jumped the cueball off the table, damaging the head of his cue tip. John Higgins defeated Jack Lisowski 13–1, with a session to spare; Lisowski scored his only frame of the match at 0–10 behind. In the 13th frame, Higgins scored a break of 146, one point short of a maximum. This was Higgins' highest break at the Crucible (until 147 in the 2020 tournament), and it was the highest anyone scored in the 2018 tournament. The remaining three matches of the second round finished with Ding Junhui defeating Anthony McGill 13–4, after having won the first session of their match 8–0 and scoring seven 50+ breaks. Judd Trump defeated Ricky Walden 13–9, taking a late lead after the score drew level at 8–8 following the first two sessions. Mark Williams defeated Robert Milkins, 13–7, thereby eliminating the only remaining qualifier in the competition. ### Quarter-finals The quarter-finals were also played as best of 25 frames, each over three sessions using a two table setup, with the four matches played on 1 and 2 May 2018. All eight of the quarter-finalists were seeded players, with Mark Allen the lowest ranked player left in the competition at world number 16. Barry Hawkins defeated Ding Junhui 13–5, to make it through to his fifth Crucible semi-final in six years. Kyren Wilson played Mark Allen, in a repeat of the 2018 Masters final just over three months prior. Despite having lost to Allen in that match, Wilson took an 11–5 lead over Allen overnight, eventually winning the match 13–6. With this victory, Wilson made it through to his first ever Crucible semi-final, having lost in the quarter-finals in the previous two World Championships. Mark Williams took leads of 5–3 and 9–7 after the first two sessions against Ali Carter. Williams then won four of the last five frames, with four breaks of 100 or more, to defeat Carter 13–8. The closest quarter-final was the last match, between John Higgins and Judd Trump, which was a rematch of the 2011 World Championship final. Trump gained an early lead in the second session at 7–3, but Higgins won the next five frames, and the pair finished the session at 8–8. Trump won the next two frames and took a two-frame lead at 11–9, before Higgins won the next three frames to retake the lead at 12–11. Trump won the 24th frame to force a final frame decider, which Higgins won to clinch the match, later describing it as a "classic" and joking that Trump "must hate the sight of him". ### Semi-finals The semi-finals were each played over four sessions, between 3 and 5 May 2018, with the matches played as best of 33 frames (17 frames needed to win) in a . The first semi-final was between John Higgins and Kyren Wilson. Higgins took an early lead in the opening session, leading Wilson 5–3, and retained this lead into the next two sessions, at 9–7, and 13–11. The pair shared the next four frames to leave the match at 15–13, before Higgins won the final two frames to win 17–13. The second semi-final was between Barry Hawkins and Mark Williams. Hawkins took a similar lead over Williams, with Hawkins taking 5–3, 9–7, and 13–11 leads, before going into the final session. Williams made a comeback, drawing level at 14 frames apiece, and then again at 15 all. Williams took the lead for the first time in the match at 16–15, before winning it 17–15. His victory ensured that, for the first time since the World Championship moved to the Crucible in 1977, both finalists would be over 40 years old. ### Final The two finalists were John Higgins and Mark Williams; both former champions. The final was played as a best of 35 frames match (18 frames needed to win), spread over four sessions between 6 and 7 May 2018. Williams took an early lead in the first session of the match, winning all of the first four frames. Higgins won the second mini-session 3–1, so the first session ended with a 5–3 lead for Williams. In the second session, Williams took the next two frames to lead 7–3, before Higgins scored four consecutive frames to level the score at 7–7. Williams then pulled away once again, winning the final three frames to take a 10–7 lead overnight. Williams won the first four frames on the second day of the final, extending his winning streak to seven frames and his lead to 14–7, before Higgins pulled two frames back after the mid-session interval. In the second of those frames, Higgins won with a 72 counter-clearance after Williams missed on a break of 65. In the following frame, Higgins started on a maximum break, which had never been achieved in a World Championship final; he potted ten reds with blacks but could not complete the clearance. Nevertheless, he secured his third successive frame with the break of 80, reducing his deficit to 10–14. Williams took the last frame to win the session 5–3, giving him a 15–10 lead heading into the final session of the championship. Higgins responded by winning the first five frames of the final session to level the match at 15–15, including three clearances and a match highest break of 131. Williams then won his first frame of the evening, and followed it up with a 100 break to take the score to 17–15, thus requiring one further frame to round off the match. In the 33rd frame, on a break of 63, Williams missed a pink that would have clinched the title; Higgins then cleared the table for a break of 65 to pull the score to 16–17. In the 34th frame, Williams held his nerve to make a match-winning break of 69, concluding the match at 18–16 and securing his third world title. On winning the championship, Williams said "The turnaround in the past twelve months is something I cannot work out", after not having appeared in the competition in the previous season. Before the tournament, Williams had said if he won the world title he would attend the post tournament press conference naked. Following his victory, Williams entered the conference wearing only a towel around his waist, but removed it when he was safely seated behind a table. Williams then promised that if he was to win the next season, he would "cartwheel round here naked". Williams' victory came fifteen years after his last world title in 2003; this was the longest span between two successive wins in the history of the tournament. At the age of 43, Williams became the oldest world champion since Ray Reardon won the event in 1978 aged 45. At the 2020 World Snooker Championship, O'Sullivan won the event at the age of 44.) ## Main draw The numbers in parentheses are players' seedings. Players listed in bold indicate match winner. ## Qualifying There were 128 players in the qualifying competition. The qualifying event was played in three rounds, with the 16 winners of the third round matches progressing to the main stages of the tournament at the Crucible Theatre in Sheffield. Qualifying took place between 11 and 18 April 2018 at the English Institute of Sport, also in Sheffield, in a 12-table setup. All matches were best of 19 frames. A total of 113 tour players (ranked outside the top 16, including Invitational Tour Card holders Ken Doherty and Jimmy White) were joined by 15 amateur players who had achieved success through the World Professional Billiards and Snooker Association (WPBSA) qualifying criteria. Among the 131 World Snooker Tour players, only Boonyarit Keattikun and Kritsanut Lertsattayathorn (both from Thailand) did not participate in the qualifying rounds or the main draw. Players ranked 17–80 in the world rankings were seeded in qualifying. The following 15 amateur players were invited to compete in qualifying: - 2018 WSF Championship semi-finalists: Luo Honghao, Adam Stefanów, Kristján Helgason, Kacper Filipiak - 2018 WSF Seniors Championship winner: Igor Figueiredo - 2018 WLBS World Women's Championship winner: Ng On-yee - 2018 EBSA European Championship finalists: Harvey Chandler, Jordan Brown - 2018 EBSA European Under-21 Championship runner-up: Tyler Rees - 2018 EBSA European Under-18 Championship winner: Jackson Page - EBSA Order of Merit 2017/18: Jamie Cope - 2018 World Seniors Championship winner: Aaron Canavan - WLBS World Ranking No.2: Reanne Evans - 2018 OBSF Oceania Championship winner: Adrian Ridley - WPBSA Development invitations: Ryan Thomerson, Marvin Lim ### Round 1 ### Round 2 ### Round 3 ## Century breaks ### Main stage centuries A total of 84 century breaks were made by 21 players during the main stage of the World Championship. - 146, 136, 134, 131, 127, 119, 117, 104, 101, 100, 100 – John Higgins - 145, 141 – Ryan Day - 141 – Chris Wakelin - 140, 135, 118, 114, 113, 113, 110, 103, 102, 101, 100, 100 – Mark Williams - 140, 126, 125, 124, 121, 106, 105 – Kyren Wilson - 137, 102, 101 – Shaun Murphy - 133, 132, 129, 129, 128, 124, 117, 113, 103 – Barry Hawkins - 133, 122 – Mark Allen - 128, 105 – Jack Lisowski - 127, 125, 122, 100 – Lyu Haotian - 126, 124, 113, 102, 102 – Ding Junhui - 126, 115, 108, 106 – Ali Carter - 124, 114 – Jamie Jones - 123 – Stuart Bingham - 122, 105 – Ricky Walden - 121, 118, 110, 105 – Ronnie O'Sullivan - 121, 112 – Thepchaiya Un-Nooh - 120, 109, 103 – Joe Perry - 120, 102 – Marco Fu - 103, 103, 101, 100, 100 – Judd Trump - 101 – Stephen Maguire ### Qualifying stage centuries A total of 111 century breaks – including a maximum break – were made by 53 players during the qualifying stage of the World Championship. - 147, 140, 124, 124, 103 – Liang Wenbo - 141, 119 – Jamie Cope - 141, 100, 100 – Stuart Carrington - 137, 105 – Xiao Guodong - 136, 130, 116, 100 – Yan Bingtao - 136, 120, 109 – Mark Davis - 136, 117, 113, 109 – Lyu Haotian - 136 – Michael Holt - 135, 133, 125, 103, 102, 101, 100 – Ricky Walden - 135 – Peter Ebdon - 134, 122, 103 – Noppon Saengkham - 133, 102 – Ken Doherty - 132, 121, 117, 111, 111, 102 – Zhang Anda - 131, 107, 107, 100 – Andrew Higginson - 131, 100 – David Gilbert - 130 – Dominic Dale - 130 – Stephen Maguire - 127, 126, 102 – Tian Pengfei - 127, 114, 111, 102 – Liam Highfield - 127 – Christopher Keogan - 126 – Zhou Yuelong - 125, 108 – Joe Perry - 125, 104 – Chris Wakelin - 122, 114, 111, 104, 100 – Jack Lisowski - 120 – Robert Milkins - 119 – Adam Duffy - 118, 109 – Alan McManus - 118 – Rory McLeod - 118 – Hossein Vafaei - 118 – Zhao Xintong - 117 – Sunny Akani - 114, 101 – Jamie Jones - 114 – Zhang Yong - 113 – Elliot Slessor - 109, 105 – Thepchaiya Un-Nooh - 109, 101 – Li Hang - 109 – Mark Joyce - 108, 104 – Gary Wilson - 107, 100, 100 – Ryan Day - 106 – John Astley - 105, 104, 100 – Gerard Greene - 105, 102 – Mark King - 105 – David Grace - 104, 101, 100 – Jimmy Robertson - 104 – Sam Craigie - 104 – Fergal O'Brien - 104 – Daniel Wells - 103, 100 – Matthew Stevens - 102 – Leo Fernandez - 101 – Cao Yupeng - 101 – Chen Zhe - 100 – Graeme Dott - 100 – Mike Dunn ## Coverage The tournament was broadcast live in the UK by BBC TV and BBC Online, as well as on Eurosport. The event was also broadcast by World Snooker internationally on Facebook, doing so for the second time. Coverage for the qualifying event was also broadcast on Facebook, and the Eurosport Player.
581,733
1985 World Snooker Championship final
1,173,819,055
Snooker match, held April 1985
[ "1980s in Sheffield", "1985 in English sport", "1985 in Northern Ireland sport", "1985 in snooker", "April 1985 sports events in the United Kingdom", "Sports competitions in Sheffield", "Sports finals", "World Snooker Championships" ]
The 1985 World Snooker Championship final, also known as the black-ball final, was played on the weekend of 27–28 April 1985 at the Crucible Theatre in Sheffield, England. The final of the 1985 World Snooker Championship was between defending world champion Steve Davis and 1979 runner-up Dennis Taylor. It was Davis's fourth appearance in a final and Taylor's second. The best-of-35- match was split into four . Davis won every frame in the first session to lead 7–0 but only led 9–7 and 13–11 after the second and third sessions. Until the match was over, Taylor was never ahead in frames but had tied the contest three times at 11–11, 15–15 and 17–17. The culminated in a number of shots on the final . After both players had failed to it several times, Taylor potted the black to win his only world championship. Media outlets reported this as a major shock: Davis had been widely predicted to win the match, having lifted three of the previous four world championship titles. The final took place during the eighth year of the BBC's daily coverage of the championship and reached a climax in the early hours of Monday 29 April. It was viewed by 18.5 million people in the United Kingdom, which as of 2021 remains a record viewing figure for BBC2, and as of 2020 is still the record for a post-midnight audience for any British television channel. The total match time of 14 hours and 50 minutes is the longest ever recorded for a best-of-35-frames match. It is the only final at this venue to contain no century breaks. The final is one of the most famous matches in snooker history and part of the reason for the surge in the sport's popularity in the 1980s and 1990s. Two hour-long BBC documentaries, When Snooker Ruled the World from 2002 and Davis v Taylor: The '85 Black Ball Final made in 2010, commemorated the event. The final frame was released in full on home video as "The Greatest Snooker Final of All Time". The post-match single-word responses to the press from Davis would later be used as a basis for a recurring caricature of him in the television show Spitting Image. ## Background The World Snooker Championship is a professional snooker tournament first held in 1927 and becoming an annual event in 1969. The 1985 World Snooker Championship final was the culmination of the last world ranking event of the 1984–85 snooker season. The tournament featured a 32-participant main draw, with 16 seeded players and 16 players from a pre-tournament qualification competition. Matches at the event were played over a series of , the final being the best-of-35 frames over four . The final was broadcast on the BBC for the eighth year in a row, with the winner receiving £60,000 (), the highest prize for a snooker event to that date. ### Road to the final Steve Davis, ranked as the world number one, overcame Neal Foulds 10–8 in the opening round in what was Davis's closest match until the final. He then played David Taylor in the second round, holding at least a three-frame lead throughout much of the match, and eventually won 13–4 after winning seven frames out of eight. Davis trailed for the first time at the event in the quarter-finals, as he played Terry Griffiths. Griffiths won the first four frames, but Davis won the next four to tie the match 4–4. With the scores even, Davis won six of the next eight to lead 10–6 after the second session and eventually won 13–6. In the semi-final, Davis required just three of the four scheduled sessions to overcome Ray Reardon 16–5. Dennis Taylor, ranked 11, led Silvino Francisco 8–1 in the opening session, and won the match 10–2. In the second round, Taylor played Eddie Charlton where he won 13–6. Taylor played Cliff Thorburn in the quarter-finals, in a match full of slow play. He led 10–5 after an over nine-hour second session, but won the first three frames in the final session to win 13–5. In the semi-final Taylor lost the first two frames against Tony Knowles, but won 16 of the next 19 to win 16–5, the same scoreline as Davis. ## Match report The final was played on 27–28 April 1985 at the Crucible Theatre in Sheffield, England. Davis went into the tournament as the defending champion. The two players had met twelve months earlier in the semi-finals of the 1984 World Championship, Davis winning 16–9, having only lost once to Taylor in nine matches. Davis was competing in his fourth world championship final, having reached the final and won in 1981, 1983 and 1984. Taylor was contesting his second final, having lost to Terry Griffiths 16–24 in 1979. Davis had never lost a prior ranking event final. Taylor started the 1985 final with a of 50 but lost that frame as Davis gained a firm advantage by his opponent in the first session. Davis also won the first of the second session to lead 8–0. Taylor won the ninth frame on the after Davis missed a pot on the . Davis lost six of the next seven frames, as Taylor produced the highest break of the final, a 98, to trail 7–9 overnight. Davis won two of the first three frames on the second day, to lead 11–8, before Taylor tied the match at 11–11. Davis took both of the next two frames on the to lead 13–11. Taylor won four of the next six and again drew level at 15–15. Davis won the next two frames to regain the lead at 17–15. Taylor then won a closely fought 33rd frame, followed by a 57 break in frame 34, to level the match at 17–17 and force a . ### The final frame The 35th frame was the last of the final, and lasted 68 minutes. Davis led 62–44, with only the last four on the table, worth 22 points. Taylor potted the brown ball from much of the length of the table and then the with a slowly played along the bottom cushion into the green pocket. He then sank a difficult into the same pocket from the opposite . This left Taylor trailing 59–62 with only the , worth seven points, remaining. Taylor attempted a into the left middle . He missed, but the ball rebounded to a position at the top of the table. Davis then played a safety shot, putting the black near the middle of the cushion and leaving the cue ball near the right-hand cushion, a little above the corner pocket. In response, Taylor again attempted to double the black ball, this time into the top-left corner pocket. The black missed but eventually landed above the left middle pocket to a safe position. Davis's next attempt and left Taylor with a middle-distance pot to the green pocket. Taylor missed the pot, which commentator Jim Meadowcroft described as "the biggest shot of his life". This left Davis a thin cut shot into the top-left corner. He over-cut the black, missed the shot and left the black in a reasonably-straightforward pottable position into the same pocket. Taylor made his way to the table and potted the black to win the match. The final finished at 12:23 a.m. on 29 April 1985. After potting the ball, Taylor held his above his head and waggled his finger in celebration. He said in a 2009 interview that the gesture was aimed at his "good mate" Trevor East, whom he had told he would win. In a post-match interview with David Vine, Davis commented that the loss was "all there in black and white", and Taylor commented that the match was the greatest that he had been involved in. Taylor noted the importance of defeating Thorburn, whom he described as the "hardest player in the world", and Davis, whom he described as the "best player in the world". Taylor commented that as he had defeated Davis, he was "the best this year". ## Match statistics The scores for the match are shown below. Scores in parentheses denote player breaks, while frames won are denoted by bold text and . ## Legacy The final is one of the most famous snooker matches of all time. The match holds several records. The final is the longest match ever held over the length of 35 frames at 14 hours and 50 minutes. The concluding moments of the final were watched by 18.5 million viewers, which as of 2020 is the most ever in the United Kingdom for a broadcast after midnight and for any BBC2 programme. Taylor lost in the opening round at the following year's event, and Davis lost again in the final to Joe Johnson 12–18. He won the next three championships between 1987 and 1989, winning the event six times in total. Davis and Taylor met on one further occasion, in the quarter-final of the 1991 World Snooker Championship, Davis winning comfortably 13–7. Taylor never reached the final again, but did win the Masters in 1987, again producing a comeback, this time against Alex Higgins. Taylor's mother had died in September 1984, the year prior, so he had dedicated his win at the 1984 Grand Prix in October to her. His win at the world championship he also dedicated to his mother's life. On his return to Northern Ireland, Taylor received a victory parade in a Land Rover across his home town of Coalisland in front of 10,000 people. He was loaned mayoral robes on the day of the parade, and was accompanied by his wife and three children. He later signed a five-year contract with promoter Barry Hearn as his manager. The media described Davis as a "bad loser" for his silence and one-word responses to questions from David Vine at a press conference following the event. This was later used as the basis for a recurring character on the television show Spitting Image, based on Davis. Some months after the 1985 World Championship, a special programme was recorded in which both players watched the entire final frame and discussed it shot by shot. For the penultimate shot, where Davis missed the cut into the corner pocket, he stated "I was saying to myself, don't hit it thick" and "that's how you bottle it, by hitting it thick." He summarised: "although I missed the black, it wasn't that shot which lost the match. There were other shots earlier in the frame." In particular, Davis mentions how close he was to being able to pot a pink which he suggested changed the course of the match. The programme was later released on DVD as The Greatest Snooker Final of All Time by Retro Videos. The black-ball finish was voted the ninth greatest sporting moment of all time in a 2002 Channel 4 poll. During the 2010 World Championship, Taylor and Davis 're-created' the final frame of the 1985 final. Performed in a distinctly irreverent manner, the "rerun" was noticeable for the fact that in attempting to replicate the missed shots on the final black, they instead ended up potting it on all but one attempt. The one attempt on the black they missed was the shot Taylor potted in the 1985 match to win the championship. BBC Two aired a one-hour documentary on the final, Davis v Taylor: The '85 Black Ball Final, presented by Colin Murray, after the conclusion of the coverage of the 2010 final.
35,924,309
Battle of Azaz (1030)
1,129,589,561
Battle of the Arab–Byzantine wars
[ "1030 in Asia", "1030s in the Byzantine Empire", "11th century in the Fatimid Caliphate", "Battles involving the Byzantine Empire", "Battles of the Arab–Byzantine wars", "Conflicts in 1030", "Mirdasid emirate of Aleppo" ]
The Battle of Azaz was an engagement fought in August 1030 near the Syrian town of Azaz between the Byzantine army, led by Emperor Romanos III Argyros (r. 1028–1034) in person, and the forces of the Mirdasid Emirate of Aleppo, likewise under the personal command of Emir Shibl al-Dawla Nasr (r. 1029–1038). The Mirdasids defeated the much larger Byzantine army and took great booty, even though they were eventually unable to capitalise on their victory. Aleppo had long been a flashpoint between Byzantium and its Arab neighbours, with the Byzantines claiming a protectorate over the city since 969. In the aftermath of a defeat inflicted on the Byzantine governor of Antioch by the Mirdasids, Romanos launched a campaign against Aleppo. Despite his own inexperience in military matters, Romanos decided to lead the army in person, leading contemporary Byzantine chroniclers to point to a quest for military glory as his primary motivation, rather than the preservation of the status quo. At the head of his army, estimated some 20,000 strong by modern historians, Romanos arrived in Antioch on 20 July 1030. The Mirdasids sent envoys with peace overtures including the payment of tribute, but Romanos, confident of success, rejected them and detained the ambassador. Although his generals urged him to avoid action in the hot and dry Syrian summer, Romanos led his forces forward. The Mirdasid army was considerably smaller, 700–2,000 men according to the sources, but comprised mostly Bedouin light cavalry, which enjoyed superior mobility against their heavily-armoured opponents. The two armies clashed at Azaz, northwest of Aleppo, where the Byzantines set up camp. The Mirdasids ambushed and destroyed a Byzantine reconnaissance force, and started harassing the imperial camp. Unable to forage, the Byzantines began suffering from thirst and hunger, while an attack on the Mirdasid forces was defeated. Finally, on 10 August, the Byzantine army commenced its withdrawal to Antioch, but it soon collapsed into a chaotic affair. The Arabs used the opportunity to attack the disordered Byzantines, routing them; Emperor Romanos himself only escaped thanks to the intervention of his bodyguard. The scattered remnants of the imperial army gathered at Antioch. Romanos returned to Constantinople, but his generals managed to recover the situation afterwards, putting down Arab rebellions and forcing Aleppo to resume tributary status shortly after in 1031. ## Background The Emirate of Aleppo had been a Byzantine vassal since the 969 Treaty of Safar, but in the years before the death of Basil II (r. 976–1025), its emirs had come under the suzerainty of the Fatimid caliphs of Egypt. By the time the Mirdasid dynasty (1025–1080) gained control of the city, Byzantine influence over Aleppo and northern Syria in general had declined considerably. After the Mirdasid emir Salih ibn Mirdas was killed by the Fatimids at the Battle of al-Uqhuwana in Palestine in 1029, he was succeeded by his young sons Nasr and Thimal. The katepano of Antioch, Michael Spondyles, used the inexperience of Salih's successors as an opportunity to establish a protectorate over the Mirdasid domains. Moreover, Spondyles was provoked by the construction of fortresses by Muslim families in the coastal mountains and religion-motivated clashes between Muslims and Christians in Maarrat al-Nu'man. Without notifying Emperor Romanos III Argyros, Spondyles dispatched a Byzantine force against the Mirdasids, but they were annihilated by the Banu Kilab tribe at Qaybar in July 1029. The Kilab, from which the Mirdasid dynasty sprung, were the most powerful Arab tribe of northern Syria and provided the core of the Mirdasid military. There are varying accounts regarding Romanos III's motivation for attacking the Mirdasids. According to the medieval Arabic chroniclers Yahya of Antioch (d. 1066) and Ibn al-Adim (d. 1262), Romanos resolved to avenge the defeat of Spondyles, whom he dismissed. On the other hand, the contemporary Byzantine historians John Skylitzes and Michael Psellos hold that the impending campaign was motivated by Romanos's quest for glory. Despite, or rather because of, his complete lack of military experience, Romanos was eager to imitate the deeds of Basil II and his predecessors; according to Psellos, he wanted to emulate the ancient Roman emperors such as Trajan and Augustus, or even Alexander the Great. The modern historian Suhayl Zakkar suggests that all the above versions should be treated with caution, and asserts that Romanos most likely acted to ensure Aleppo's independence from Byzantium's main Arab enemy, the Fatimids, who he believed could conquer the city and its emirate in the wake of Salih's death. This is indicated by the presence in Romanos's entourage of Mansur ibn Lu'lu', a former ruler of Aleppo and antagonist of the Mirdasids, whom Romanos probably sought to install in place of the latter. Moreover, in a letter he sent to Nasr and Thimal, Romanos expressed concern that the Mirdasid emirs' "enemies ... might wrest the city from them" because of their "youthfulness" and requested they hand over Aleppo to him in exchange for a payment. ## Prelude In March 1030, Romanos departed Constantinople, leading in person the campaign against Aleppo. According to Psellos, Romanos was so confident of his success that he prepared special crowns for his triumph to come, and staged a grandiose entry into Antioch, which he reached on 20 July. Nasr, learning of the Byzantines' approach, sent envoys, led by his cousin Muqallid ibn Kamil, and offered to recognize Byzantine suzerainty and to restart the payment of tribute. According to Psellos, Nasr's envoys "declared they had not wanted this war, nor had they given him [Romanos] any pretext for it", but "seeing that he was now adopting a policy of threats, and since he insisted in parading his strength" they would prepare for war should Romanos not change direction. Romanos was encouraged by the Jarrahid chieftain of the Banu Tayy tribe, Hassan ibn Mufarrij, to continue his march; the Jarrahid hoped to use the Emperor's assistance in regaining the pasture territories in Palestine that the Tayy had been forced to give up after their defeat alongside the Mirdasids at al-Uqhuwanah. According to Skylitzes, the Emperor's own generals counselled him to accept Nasr's offer so as to avoid the hazards of campaigning in the arid Syrian desert in the summer, especially as their troops were unaccustomed to such conditions and were encumbered by their heavy armour. This is also reflected in the opinions of modern scholars, who point out that the Kilab, accustomed to the swift movement of the Bedouin nomads, had a distinct advantage over the heavier, slower-moving Byzantine armies. Persuaded that the expedition against Aleppo would be easily successful, the Emperor rejected his generals' advice: he detained Muqallid and led his army towards Azaz (Azazion in Greek) on 27 July. At the same time, he sent Hassan a spear as a sign of his authority, and ordered him to stand by with his men and await his arrival. Psellos commented on this decision that Romanos "thought war was decided by the big battalions, and it was on the big battalions that he relied". The Byzantine army encamped on a barren plain in the vicinity of Azaz and dug a deep defensive trench around their position. Meanwhile, Nasr and Thimal made their own preparations; they evacuated their families from Aleppo, mobilized the warriors of Kilab and other Bedouin tribes, particularly the Banu Numayr, and, under the call for jihad (holy war), the Muslim inhabitants of Aleppo and its countryside. The majority of the mobilized forces were commanded by Thimal, who safeguarded Aleppo and its citadel. The remaining troops, composed entirely of lightly-armoured Kilabi and Numayri horsemen, were led by Nasr, who set out to confront the Byzantine force. Arabic accounts of Nasr's troops vary: the Aleppine chroniclers Ibn al-Adim and al-Azimi (d. 1160s) recorded 923 horsemen, Ibn Abi'l-Dam (d. 1244) counted 700, the Egyptian al-Maqrizi (d. 1442) recorded 2,000, while Ibn al-Jawzi (d. 1200) counted 100 horsemen and 1,000 infantry. In Zakkar's view, the latter figure is highly questionable as nearly all sources hold that Nasr's force was made up entirely of cavalry. The Byzantine army is estimated by modern scholars at some 20,000 men and contained many foreign mercenaries. In contrast to their precise counts of Nasr's forces, the Arabic chroniclers record the fantastical figures of 300,000 or 600,000 Byzantine troops. ## Battle The Byzantines set up a fortified camp at Tubbal, near Azaz, and the Emperor dispatched the Excubitors, under their commander, the patrikios Leo Choirosphaktes, to reconnoitre the area. Choirosphaktes was ambushed and taken captive, while most of his men were killed or captured. This success encouraged the Arabs, who on 8 August began to harass the imperial camp, burned down its market—which apparently lay outside the camp's fortifications—and prevented the Byzantines from foraging. As a result, the Byzantine army began to suffer from hunger and especially from thirst. The patrikios Constantine Dalassenos then led an attack against the Arabs, but was defeated and fled back to the camp. The Byzantines became demoralized, and an imperial council on 9 August resolved to abandon the campaign and return to Byzantine territory. Romanos also ordered his siege engines to be burned. On the following morning, 10 August, the army departed its camp and made for Antioch. Discipline broke down, with Armenian mercenaries using the withdrawal as an opportunity to pillage the camp stores. This caused further chaos among Romanos's troops, with soldiers guarding the trenches fleeing the camp for their personal safety. Nasr used this disorder to lead his Kilabi troops in a surprise dash against the retreating Byzantine force. Psellos wrote that the Arabs attacked in scattered groups, creating the illusion of great numbers, which demoralized the Byzantine army and induced panic in its ranks. As most Byzantine troops were worn out from thirst and dysentery, the imperial army broke and fled. Accounts of the events differ in the Byzantine sources. According to John Skylitzes, only the imperial bodyguard, the Hetaireia, held firm, and their stand allowed Romanos, who was nearly captured, to escape. On the other hand, Psellos reports that the imperial bodyguard fled and "without so much as a backward glance, they deserted their emperor". While Skylitzes wrote that the Byzantines suffered a "terrible rout" and that some troops were killed by their fellow soldiers in a chaotic stampede, the contemporary Yahya of Antioch reported that the Byzantines suffered remarkably few casualties. According to Yahya, among the higher ranking Byzantine fatalities were two officers, while another officer was captured by the Arabs. The Arabs took great booty, including the imperial army's entire baggage train, which the Byzantines abandoned in their hasty flight. Among the spoils was the sumptuous imperial tent with its treasures, which allegedly had to be carried off on seventy camels. According to historian Thierry Bianquis, Nasr's Numayri allies alone captured 300 mules carrying gold coins. Only the holy icon of the Theotokos, which traditionally accompanied the Byzantine emperors on campaigns, was saved. ## Aftermath In the event, the Byzantine defeat did not lead to any long-term reversals for Byzantium; neither the Mirdasids, the Fatimids nor the Baghdad-based Abbasid Caliphate were capable of capitalizing on the Arab victory. While Romanos returned to Constantinople, he left behind Niketas of Mistheia and Symeon the protovestiarios as the katepano of Antioch and as Domestic of the Schools respectively, with orders to repeat the expedition later in the year, when the weather was cooler and water more easy to come by. The Fatimids under Anushtakin al-Dizbari tried to exploit the Byzantine reversal by attacking the Jarrahids and their Banu Kalb allies, only to be defeated in battle at Bosra in October. The Emperor's failure was partly offset by the victory of George Maniakes, governor of Telouch, against 800 Arabs returning from the Byzantine debacle at Azaz. The Arabs, emboldened by their victory, demanded that he evacuate his province. Maniakes at first pretended to comply, sending food and drink to the Arabs, but then attacked and overwhelmed them. Maniakes's success was followed by a sustained Byzantine campaign against the Arab border lords, who had risen up against Byzantine rule in the aftermath of Azaz, and against a Fatimid attempt to capture the border fort of Maraclea. Niketas of Mistheia and Symeon successfully fended off these attacks and in turn captured several fortresses, including Azaz after a short siege in December; Tubbal, where the Byzantines had been defeated months earlier, was burned to the ground. Over the next two years, they systematically took the hill forts of the local tribes and reduced them to submission, restoring the Byzantine position in Syria. The Byzantine resurgence in the east culminated in the capture of Edessa in 1031 by Maniakes. Meanwhile, Nasr took sole control of Aleppo after ousting Thimal during the latter's absence. The consequent threat posed by Thimal and his supporters among the Kilab prompted Nasr to seek Byzantine forgiveness and protection. Nasr was further threatened by the relocation to the Ruj plain southeast of Antioch of 20,000 tribesmen from the rival Banu Tayy under Hassan ibn Mufarrij and Banu Kalb under Rafi ibn Abi'l-Layl, which was prompted by the invitation of Romanos following his defeat, most likely in 1031. To conciliate his powerful neighbour, Nasr sent his son Amr to Constantinople in April 1031 to ask for a treaty whereby he returned to tributary and vassal status. The treaty entailed an annual tribute of 500,000 dirhams (equivalent to about 8,334 gold dinars) from Nasr to the Byzantines and obliged the Byzantines to support Nasr in case of aggression. This accord led in 1032 to the joint suppression of a Druze revolt in the Jabal al-Summaq by Niketas and Nasr. The prospect of war between the Mirdasid brothers was voided after the chieftains of the Kilab mediated a division of the emirate into a Syrian half controlled by Nasr from Aleppo and a Mesopotamian half ruled by Thimal from al-Rahba.
307,967
Hoodening
1,156,608,042
Folk custom from Kent, England
[ "Christmas in England", "English folk dance", "Folk plays", "Kent folklore", "Morris dance", "Ritual animal disguise" ]
Hoodening (/ʊd.ɛnɪŋ/), also spelled hodening and oodening, is a folk custom found in Kent, a county in South East England. The tradition entails the use of a wooden hobby horse known as a hooden horse that is mounted on a pole and carried by a person hidden under a sackcloth. Originally, the tradition was restricted to the area of East Kent, although in the twentieth century it spread into neighbouring West Kent. It represents a regional variation of a "hooded animal" tradition that appears in various forms throughout Britain and Ireland. As recorded from the eighteenth to the early twentieth centuries, hoodening was a tradition performed at Christmas time by groups of farm labourers. They would form into teams to accompany the hooden horse on its travels around the local area, and although the makeup of such groups varied, they typically included someone to carry the horse, a leader, a man in female clothing known as a "Mollie", and several musicians. The team would then carry the hooden horse to local houses and shops, where they would expect payment for their appearance. Although this practice is extinct, in the present the hooden horse is incorporated into various Kentish mummers plays and Morris dances that take place at different times of the year. The origins of the hoodening tradition, and the original derivation of the term hooden, remain subject to academic debate. An early suggestion was that hooden was related to the Anglo-Saxon pre-Christian god Woden (Odin), and that the tradition therefore originated with pre-Christian religious practices in the early medieval Kingdom of Kent. This idea has not found support from historians or folklorists studying the tradition. A more widely accepted explanation among scholars is that the term hooden relates to hooded, a reference to the sackcloth worn by the person carrying the horse. The absence of late medieval references to such practices and the geographic dispersal of the various British hooded animal traditions—among them the Mari Lwyd of south Wales, the Broad of the Cotswolds, and the Old Ball, Old Tup, and Old Horse of northern England—have led to suggestions that they derive from the regionalised popularisation of the sixteenth- and seventeenth-century fashion for hobby horses among the social elite. The earliest textual reference to the hoodening tradition comes from the first half of the eighteenth century. Scattered references to it appeared over the next century and a half, many of which considered it to be a declining tradition that had died out in many parts of Kent. Aware of this decline, in the early twentieth century the folklorist and historian Percy Maylam documented what survived of the tradition and traced its appearances in historical documents, publishing his findings as The Hooden Horse in 1909. Although deemed extinct at the time of the First World War, the custom was revived in an altered form during the mid-twentieth century, when the use of the hooden horse was incorporated into some modern Kentish folk traditions. ## Description Surviving sources testify to the fact that while there was some variation in the hoodening tradition as it was practised by various people in different parts of East Kent, it was nevertheless "on the whole remarkably uniform". The hooden horse, which was at the centre of the tradition, was usually made out of a wooden horse's head affixed to a pole about four feet long, with a hinged jaw that was moved by a string. This horse was then carried aloft by a person concealed beneath a dark cloth. As part of the hoodening custom, a team of "hoodeners", consisting of between four and eight men, would carry the horse through the streets. This team included the horse operator, a "Groom", "Driver", or "Waggoner" who carried a whip and led the horse by a bridle, a "Jockey" who would attempt to mount the horse, a "Mollie" who was a man dressed as a woman, and one or two musicians. All of the men were farm labourers, usually being those who worked with horses. The team performed the custom at Christmas time, and usually on Christmas Eve. The team would arrive at people's houses where they would sing a song before being admitted entry. Once inside, the horse pranced and gnashed its jaw, while the Jockey attempted to mount it, and the Mollie swept the floor with a broom while chasing any girls present. Sometimes they would sing further songs and carols. Upon being presented with payment, the team would leave to repeat the process at another house. ## Regional distribution Historians have catalogued 33 recorded instances of the hoodening tradition extant in Kent prior to the twentieth-century revival. These are clustered in a crescent shape along the eastern and northern coasts of the county, and all were found within the area historically defined as East Kent, the tradition being unknown in neighbouring West Kent. More specifically, the folklorist Percy Maylam noted that there were no records of the tradition having been found west of Godmersham. This region was "a well populated area" during the period in which the hoodeners were active, and Maylam noted that all of the areas in which the tradition was found contained the East Kentish dialect. The folklorist E. C. Cawte analysed the historical distribution of the hoodeners and found that it did not correspond with the areas of early Anglo-Saxon settlement in Kent, nor did it accord with the county's coal mining areas. He concluded that "there is no apparent reason why the custom did not spread further afield". Hoodening was part of a wider "hooded animal" tradition that Cawte identified as existing in different forms in various parts of Britain. Features common to these customs were the use of a hobby horse, the performance at Christmas time, a song or spoken statement requesting payment, and the use of a team who included a man dressed in women's clothing. In South Wales, the Mari Lwyd tradition featured troupes of men with a hobby horse knocking at doors over the Christmas period. In an area along the border between Derbyshire and Yorkshire, the Old Tup tradition featured groups knocking on doors around Christmas carrying a hobby horse that had a goat's head. The folklorist Christina Hole drew parallels between hoodening and the Christmas Bull tradition recorded in Dorset and Gloucestershire. In south-west England, there are two extant hobby horse traditions—the Padstow 'Obby 'Oss festival and Minehead Hobby Horse—which take place not at Christmas time but on May Day. Although the origins of these traditions are not known with any certainty, the lack of any late medieval references to such practices may suggest that they emerged from the documented elite fashion for hobby horses in the sixteenth and seventeenth centuries. In this, the hooded animal traditions may be comparable to England's Morris dance tradition, which became a "nation-wide craze" in the sixteenth and seventeenth centuries before evolving into "a set of sharply delineated regional traditions". ## Etymology and origins Maylam noted that most nineteenth-century sources describing the tradition had spelled the word as hoden, but that he favoured hooden because it better reflected the pronunciation of the word with its long vowel. He added that "the word 'hooden' rhymes with 'wooden' and not with 'sodden' as some writers appear to think". Given this pronunciation, Cawte suggested that oodening was a better spelling for the tradition's name. Maylam also noted that none of the hoodeners with whom he communicated were aware of the etymology of the term, and that similarly they were unaware of the tradition's historical origins. The term hoodening is thus of unknown derivation. One possible explanation for the origin of hooden was that it had emerged as a mispronunciation of wooden, referring to the use of the wooden horse. Maylam was critical of this idea, expressing the view that such a mispronunciation was unlikely to emerge from the Kentish dialect. A second possibility is that the name hooden was a reference to the hooded nature of the horse's bearer. The historian Ronald Hutton deemed this to be the "simplest" derivation, while folklorists Cawte and Charlotte Sophia Burne also considered it the most likely explanation. Maylam was also critical of this, suggesting that the cloth under which the carrier was concealed was too large to be considered a hood. In his History of Kent the antiquarian Alfred John Dunkin suggested that Hodening was a corruption of Hobening, and that it was ultimately derived from the Gothic hopp, meaning horse. Maylam opined that Dunkin's argument could be "ignored", stating that it rested on the erroneous assumption that Hodening began with a short vowel. Maylam concluded that the hoodening tradition was "a mutilated survival" of a form of Morris dance. Noting that some medieval Morris dancers had incorporated games devoted to the English folk hero Robin Hood into their custom, he suggested that hoodening might have originally been a reference to Robin Hood. This idea was challenged by Burne, who noted that in his legends, Robin Hood was always depicted as an archer rather than a horse-rider, thus questioning how he had come to be associated with the hooden horse. She further noted that the medieval games devoted to Robin Hood all took place in May rather than at Christmas, as hoodening did. Cawte also criticised Maylam's argument, noting that there was no evidence of Morris dancing in Kent prior to the twentieth century, and that neither hoodening nor Robin Hood had a particularly close association with the Morris dance to start with. ### Possible Early Medieval origins In 1807 an anonymous observer suggested that the term hoden was linked to the Anglo-Saxon god Woden, and that the tradition might be "a relic of a festival to commemorate our Saxon ancestors landing in Thanet". In 1891 it was suggested that the custom had once been known as "Odining", a reference to the early medieval Scandinavian god Odin. The author of this idea further suggested that the custom had begun either with the ritual wearing of the skins of horses sacrificed to Odin, or as an early Christian mockery of such Odinic practices. Maylam noted that he was initially attracted to the idea that the term hodening had derived from Woden—an Old English name that he thought a more likely origin than the Old Norse Odin—but that upon investigating this possibility found "no sufficient evidence" for it. He added that it would seem unlikely that the W would be lost from Woden in the Kentish dialect, citing the example of Woodnesborough, a Kentish village whose name is often interpreted as having derived from Woden and which clearly retains its use of W. He concluded that "one feels that the theory is based on inferences and analogies not strong enough for a foundation to carry the building erected on them". The idea of linking the tradition to Woden was also dismissed as unlikely by both Burne and Cawte. Believing it likely that the hoodening tradition "substantially pre-dates" its earliest textual appearances, the folklorist Geoff Doel suggested the possibility that it had originated as a Midwinter rite to re-energise the vegetation. As evidence for this claim, Doel noted that other English winter folk customs, such as the Apple Wassail, have also been interpreted in this manner. He also suggested that the use of the horse in the tradition may have some connections to either the use of the white horse as the symbol of Kent, and the use of Hengist and Horsa (literally "stallion" and "horse" in Old English) as prominent characters in the origin myths of the early medieval Kingdom of Kent. However, the white horse did not become commonly associated with Kent until the beginning of the eighteenth century, and James Lloyd regards any suggestion of an ancient connection with hoodening as "wishful thinking and in defiance of all historical evidence". ## Recorded appearances ### Early textual references The oldest known textual reference to hoodening comes from the Alphabet of Kenticisms, a manuscript authored by Samuel Pegge, an antiquary who served as the vicar of Godmersham in Kent from 1731 to 1751. After Pegge died, the manuscript was obtained by the palaeographer Sir Frederic Madden, and after his death it was purchased by the English Dialect Society, who published it in 1876. In this manuscript Pegge noted simply that "Hoodening (huod.ing) is a country masquerade at Christmas times", comparing it to mumming and the Winster Guisers of Derbyshire. The earliest known textual description of the tradition is provided by a letter that was published in a May 1807 edition of European Magazine. The letter, written anonymously, described an encounter with the hoodeners on a visit to the Kentish coastal town of Ramsgate in Thanet: > I found they begin the festivities of Christmas by a curious procession: a party of young people procure the head of a dead horse, which is affixed to a pole about four feet in length; a string is affixed to the lower jaw; a horse-cloth is also attached to the whole, under which one of the parts gets, and by frequently pulling the string, keeps up a loud snapping noise, and is accompanied by the rest of the party, grotesquely habited, with hand-bells; they thus proceed from house to house, ringing their bells, and singing carols and songs; they are commonly gratified with beer and cake, or perhaps with money. This is called, provincially, a Hodening. Later commenting on this source, Maylam highlighted that its author did not appear to be from Kent and that, from their use of wording, it appeared that they had been told about the tradition by locals but had not actually witnessed it first hand. As such, Maylam suggested that the author may have been wrong in describing the use of a horse's skull in the Ramsgate tradition, given that both later sources and the hoodeners of his own time all used a wooden model of a horse's head. At the same time, Maylam noted that the use of a horse's skull was not impossible, for such skulls had also been used in the hobby horse traditions of other parts of Britain. The anonymously authored account was repeated almost verbatim in a range of other publications in the coming decades, giving its description far wider exposure. The first printed reference to the hooden horse having a wooden head appeared in Mackenzie E. C. Walcott's Guide to the Coast of Kent, published in 1859, where he referred to a "curious custom [which] used to prevail" in Ramsgate. Maylam later suggested that the Ramsgate hooden horse tradition died out between 1807 and 1838, for he had interviewed elderly town residents in the early twentieth century and while several were aware that it had once taken place in the town, none could recall it happening in their own lifetime. ### Later nineteenth century Many years after the event, the Kentish antiquarian J. Meadows Cooper related that while sitting in a pub on the outskirts of Margate on Boxing Day 1855 he had encountered a party carrying a hooden horse that entered the building. Another local resident, Mrs. Edward Tomlin, later related that as a child she had lived at a house named Updown, near Margate, and that she remembered the hooden horse visiting them at Christmas time during the 1850s and up until 1865. Maylam's researches also found recollections of a hooden horse that had appeared in Herne and Swalecliffe but which had been discontinued in the 1860s, another that was active from Wingate Farm House in Harbledown during the 1850s, and one that had been active at Evington but which had ceased by the 1860s. He found another based at Lower Hardres that had been active from at least the 1850s under the leadership of Henry Brazier; it was subsequently taken over by his son John, until the tradition ended locally in 1892. In a January 1868 edition of the Kentish Gazette, an anonymous author mentioned that hoodening had taken place in Minster, Swale, on the Christmas Eve of 1867. The author noted that the tradition featured carol singing and the ringing of handbells, which were accompanied by the appearance of a hooden horse; they expressed surprise at this latter event because they had thought that the horse was "as extinct as the megatherium". In their 1888 Dictionary of the Kentish Dialect, W. D. Parish and W. F. Shaw claimed that Hodening was a term used in Kent to refer to a custom involving the singing of carols, but that in the past Hoodening had been applied to "a mumming or masquerade" involving the hooden horse. They added that they had gained information on this older custom in 1876 from the Reverend H. Bennett Smith of St Nicholas-at-Wade, who had in turn learned from a retired farmer in his parish that "the farmer used to send annually round the neighbourhood the best horse under the charge of the wagoner, and that afterwards instead, a man used to represent the horse, being supplied with a tail, and with a wooden figure of a horse's head, and plenty of horse hair for a mane ... The custom has long since ceased." Parish and Shaw did not mention what time of year the tradition took place or its geographical location. They also made no reference to a sack concealing the person carrying the horse. Doel thought it likely that neither Parish or Shaw had ever seen a hooden horse, and that instead their information was based on older written sources. He also thought it noteworthy that they described the tradition using the past tense, indicating that they considered it to be either dead or dying at the time of writing. Maylam believed that the information regarding the decline of the tradition was erroneous, because hoodeners were still active in St. Nicholas-at-Wade during the early twentieth century and various locals living in the area at the time could recall it taking place in the area back to the 1840s. In December 1889 a letter written by a resident of St. Lawrence named Charles J. H. Saunders appeared in the Bromley Record. Saunders said he had conversed with many elderly residents of Thanet on the subject of hoodening, and that they informed him that the custom had been discontinued around fifty years previously, after a woman in Broadstairs was so scared by the hooden horse that she died. He added that a horse's skull was rarely used, "owing to the difficulty procuring one", and that the wooden head was thus typically used as a replacement. He said the hoodening company typically consisted of a "Jockey" who placed himself on the back of the person carrying the horse, and that it was the "sport" that bystanders attempted to throw him off, resulting in violence. The horse and jockey were also accompanied by two singers, two attendants, and someone dressed as an "old woman" carrying a broom; when the company knocked on people's doors, it was the old woman's job to sweep the inhabitants feet away with her broom and to chase any girls until being paid off with money or refreshments. He was of the opinion that the custom had been restricted to the Isle of Thanet, noting that locals informed him that it had been carried out in Ramsgate, St. Lawrence, Minster, St. Nicholas, Acol, Monkton, and Birchington. Contradicting this were several letters published in the Church Times in January 1891 which attested to the continuing practice of the hooden horse tradition at both Deal and Walmer. ### Percy Maylam's investigations Percy Maylam was born into a farming family in 1865 at Pivington Farm in Pluckley and, in 1890, became a solicitor of the Supreme Court before working as a solicitor at Canterbury. As well as being a keen cricketer and coin collector, Maylam was an amateur historian and in 1892 joined the Kent Archaeological Society. During the 1880s, Maylam came upon the hoodening tradition and began undertaking research into it, searching for textual references to the tradition in books, periodicals, and newspapers, and interviewing those involved in three extant traditions, at St Nicholas-at-Wade, Walmer, and Deal. He expressed the opinion that "in these days Kent possesses so few genuine popular customs of this kind that we cannot afford to be indifferent to those still in existence. This is my excuse for my attempt to record the custom as now existing before it is utterly lost to us." The period in which Maylam conducted his research was one that was witnessing increased interest in the recording of Britain's rural folk culture, in particular by members of the professional classes—of which Maylam was a member—in part due to the fear that such traditions were rapidly dying out. Such folklore collecting was encouraged by The Folklore Society, with whom Maylam was associated, and also by the widely read book The Golden Bough, a work of comparative folkloristics authored by the anthropologist James Frazer. Maylam published his research in 1909 as The Hooden Horse, in an edition limited to 303 copies. The book was reviewed in the journal Folklore by Burne, who described it as "an admirable piece of work, careful, thorough, unambitious, and complete in itself". Cawte later described it as "unusually good", while Fran and Geoff Doel regarded it as "a very enlightened piece of Edwardian folk research". Maylam concluded that at the time, there was only one hooden horse still in active use in Thanet, that stored at Hale Farm in St. Nicholas-at-Wade, which he noted was brought out each Christmas to visit Sarre, Birchington, and St. Nicholas-at-Wade itself. The members included a man in female garb, known as the Mollie, in their procession, but added that this had not been done for some time and was thus reintroduced for Maylam's benefit. In his book, Maylam included a photograph of the horse taken at Sarre in 1905. On Christmas Eve 1906, Maylam encountered a second hooden horse, this time at Walmer. This horse came into the local hotel tearoom at about 6.30 pm, accompanied by two musicians—one playing the tambourine and the other the concertina—and a man named Robert Laming who led the horse itself. They were wearing ordinary clothes, but informed Maylam that they had once worn smock frocks as part of the tradition. They had no Mollie, and the members could not recall a Mollie ever having been part of their custom. The hotel owner's daughter placed a gratuity in the horse's mouth, before the troupe moved on to the local shops, where they were also given gratuities in a similar manner. Maylam talked to the troupe about the tradition, and eventually organised the photographing of the Walmer horse and those who accompanied it in March 1907. Maylam also interviewed those involved in the hoodening tradition at Deal, whom he encountered in the summer of 1909. One elderly gentleman, Robert Skardon, related that his father had once led the town's hoodening troupe, in which he personally carried the head, his father the drum, his "Uncle John Beaney" the fiddle, and "old Harry Chorner" the piccolo. For many years they had included a man dressed in woman's clothing, who was known as a "Daisy" rather than a "Mollie", but that this had been discontinued. Skardon had given up the tradition many years previously, and the hooden horse itself had come into the possession of Elbridge Bowles of Great Mongeham, who continued to lead a hoodening troupe after Christmas each year, visiting Deal as well as the neighbouring villages of Finglesham, Ripple, Tilmanstone, Eastry, and Betteshanger. Maylam was also informed that at the time of Britain's involvement in the Second Boer War, the horse had been decorated with military equipment. The fourth hooden horse that Maylam encountered was owned by the men who worked at George Goodson's farm in Fenland, Word, near Sandwich. They informed him that it had been made by a farm hand in Cleve, Monkton, before being brought to Word when one of the Cleve farm workers relocated there. Maylam believed that the custom—as a "natural and spontaneous observance" among the people—was clearly going to die out, expressing his hope that the hooden horses could be preserved in Kentish museums and brought out for specially arranged public processions so as to maintain their place in Kentish culture. In later life, Maylam focused his attentions on exploring his family history, privately publishing Maylam Family Records in 1932, before dying in 1939. In the century following his death Maylam's book on hoodening became difficult to obtain and expensive to purchase, and so to mark the centenary of its first publication, it was republished in 2009 by The History Press, under the altered title of The Kent Hooden Horse. Writing an introductory article for the second publication, Doel, a specialist in Kentish folklore, praised Maylam's book as a "classic study" which was "impressive for its separation of fact from speculation as to the origins and significance of the custom." ### Twentieth-century revival Writing in 1967, the folklorist Barnett Field claimed that at some point after Maylam's book was published, hoodening had "died out. The Horses were hung up in the stables, and when the tractors came, were taken out and burnt on the bonfire." Doel and Doel later suggested that it was the impact of the First World War which effectively ended the tradition. Field noted that the first revival of the custom after the war took place at the 1936 Kent District Folk-Dance Festival at Aylesford. A new horse was specially created for this festival, and was modelled on an older example that had been used at Sarre. The hobby horse had not previously had any connection with Morris dancing, although was adopted as a totem animal for several Morris sides after the Second World War. This revival in the usage of the horse was heavily influenced by Maylam's book. The Aylesford horse was adopted by the Ravensbourne Morris Men, a Morris troupe based in the West Kentish village of Keston, in 1947. The Ravensbourne Morris's hoodening tradition is the earliest known variant of the custom to exist in West Kent, although there are accounts of a hooden horse being located at Balgowan School in the West Kentish town of Beckenham during the 1930s. At the 1945 celebration marking British victory in the Second World War, a horse was brought out in Acol; this instance has been described as "a kind of missing link between tradition and revival" because the horse had been used as part of the historical hoodening tradition up until the mid-1920s. Barnett Field (1912–2000) was born at Wych Cross in the Ashdown Forest and subsequently educated at Tunbridge Wells. He trained as a banker before working as manager of the Hythe and Folkestone branches of the Westminster Bank until his retirement in 1979. Field and his wife, Olive Ridley, had a keen interest in folk dances; she established the Folkestone National Folk Dance Group in 1950, and he founded the East Kent Morris Men in 1953. Field constructed a hooden horse for the group to use, based in large part on the Deal horse photographed for Maylam's book, and unveiled it at the Folkestone celebrations for the coronation of Elizabeth II in June 1953. After this, it came to be used by both the East Kent Morris Men and the Folkestone District National Dance Group's Handbell Ringers, who took it with them for performances in various parts of continental Europe, including Austria, the Netherlands, Yugoslavia, Sweden, and Czechoslovakia, developing what came to be known as "handbell hoodening". The Handbell Ringers also brought out the horse to accompany them as they went around in public collecting money for charity at Christmas time. From 1954, the horse was also brought out for a Whitsun celebration in which it was paraded from Charing to the village green at Wye. A special service was held in the Charing Church, in which the Morris Men danced in the chancel and through the aisle, while the vicar put a bridle on the horse itself. The horse was also brought out for a July 1956 ceremony in which The Swan Inn, a pub at Wickhambreaux, was officially renamed as The Hooden Horse; present were the East Kent Morris Men, the Handbell Ringers, and the Ravensbourne Morris Men. This venture led to the groups establishing a new folk custom, "hop hoodening", which was derived in part from an older hop-picking ceremony found in the Weald area. Their new custom involved the different groups joining together on a tour around the villages of East Kent, beginning at Canterbury Cathedral and going through Ramsgate, Cliftonville, and Herne Bay before ending in a barn dance at Wickhambreaux. In October 1957 Field was introduced to Jack Laming of Walmer, who as a boy had performed in a hoodening troupe earlier in the century. Laming taught Field more about the historical hoodening tradition, and together they unearthed an old hooden horse that was stored at Walmer's Coldblow Farm; this artefact was later placed on display at Deal Maritime and Local History Museum. In June 1961 Field and his wife established the first Folkestone International Folklore Festival as a biannual celebration of folk customs; it continued for 28 years. Since the end of the Second World War, the hooden horse's use has been revived in Whitstable, where it is often brought out for the Jack in the Green festival each May, and is owned by a group called the Ancient Order of Hoodeners. Since 1981, the Tonbridge Mummers and Hoodeners have made use of a horse, incorporating it into a play specially written for the purpose by Doel and Nick Miller. An annual conference of hoodeners was also established; initially meeting at the Marsh Gate Inn near Herne Bay, it subsequently moved to Simple Simon's in Canterbury. A member of the St. Nicholas-at-Wade hoodeners, Ben Jones, established a website devoted to the tradition. At the prompting of local residents, in December 2014 a new Hungry Horse location on the corner of Haine Road and Nash Road in Broadstairs was named the Hooden Horse after the folk custom. Commenting on the Kentish revival of hoodening, Hutton suggested that its success was due largely to the desire of many Kentish folk to culturally distinguish themselves from neighbouring London.
3,103,645
Little Moreton Hall
1,166,371,788
Moated half-timbered manor house in Cheshire, England
[ "1610 establishments in England", "Congleton", "Grade I listed buildings in Cheshire", "Grade I listed houses", "Hall houses", "Historic house museums in Cheshire", "Houses completed in 1610", "National Trust properties in Cheshire", "Scheduled monuments in Cheshire", "Timber framed buildings in Cheshire", "Tourist attractions in Cheshire" ]
Little Moreton Hall, also known as Old Moreton Hall, is a moated half-timbered manor house 4.5 miles (7.2 km) southwest of Congleton in Cheshire, England. The earliest parts of the house were built for the prosperous Cheshire landowner William Moreton in about 1504–08, and the remainder was constructed in stages by successive generations of the family until about 1610. The building is highly irregular, with three asymmetrical ranges forming a small, rectangular cobbled courtyard. A National Trust guidebook describes Little Moreton Hall as being "lifted straight from a fairy story, a gingerbread house". The house's top-heavy appearance, "like a stranded Noah's Ark", is due to the Long Gallery that runs the length of the south range's upper floor. The house remained in the possession of the Moreton family for almost 450 years, until ownership was transferred to the National Trust in 1938. Little Moreton Hall and its sandstone bridge across the moat are recorded in the National Heritage List for England as a designated Grade I listed building, and the ground on which Little Moreton Hall stands is protected as a Scheduled Monument. The house has been fully restored and is open to the public from April to December each year. At its greatest extent, in the mid-16th century, the Little Moreton Hall estate occupied an area of 1,360 acres (550 ha) and contained a cornmill, orchards, gardens, and an iron bloomery with water-powered hammers. The gardens lay abandoned until their 20th-century re-creation. As there were no surviving records of the layout of the original knot garden, it was replanted according to a pattern published in the 17th century. ## History The name Moreton probably derives from the Old English mor meaning "marshland" and ton, meaning "town". The area where Little Moreton Hall stands today was named Little Moreton to distinguish it from the nearby township of Moreton cum Alcumlow, or Greater Moreton. The Moreton family's roots in Little Moreton can be traced to the marriage in 1216 of Lettice de Moreton to Sir Gralam de Lostock, who inherited land there; succeeding generations of the de Lostocks adopted the name of de Moreton. Gralam de Lostock's grandson, Gralam de Moreton, acquired valuable land from his marriages to Alice de Lymme and then Margery de Kingsley. Another grandson, John de Moreton, married heiress Margaret de Macclesfield in 1329, adding further to the estate. The family also purchased land cheaply after the Black Death epidemic of 1348. Four generations after John de Moreton, the family owned sixteen messuages, a mill and 700 acres (280 ha) of land, comprising 560 acres of ploughland, 80 acres of pasture, 20 acres of meadow, 20 acres of wood and 20 acres of moss. The Dissolution of the Monasteries in the mid-16th century provided further opportunities for the Moretons to add to their estate, and by the early years of Elizabeth I's reign, William Moreton II owned two water mills and 1,360 acres (550 ha) of land valued at £24 7s 4d, including 500 acres of ploughland, 500 acres of pasture and 100 acres of turbary. Little Moreton Hall first appears in the historical record in 1271, but the present building dates from the early 16th century. The north range is the earliest part of the house. Built between 1504 and 1508 for William Moreton (died 1526), it comprises the Great Hall and the northern part of the east wing. A service wing to the west, built at the same time but subsequently replaced, gave the early house an H-shaped floor plan. The east range was extended to the south in about 1508 to provide additional living quarters, as well as housing the Chapel and the Withdrawing Room. In 1546 William Moreton's son, also called William (c. 1510–63), replaced the original west wing with a new range housing service rooms on the ground floor as well as a porch, gallery, and three interconnected rooms on the first floor, one of which had access to a garderobe. In 1559 William had a new floor inserted at gallery level in the Great Hall, and added the two large bay windows looking onto the courtyard, built so close to each other that their roofs abut one another. The south wing was added in about 1560–62 by William Moreton II's son John (1541–98). It includes the Gatehouse and a third storey containing a 68-foot (21 m) Long Gallery, which appears to have been an afterthought added on after construction work had begun. A small kitchen and Brew-house block was added to the south wing in about 1610, the last major extension to the house. The fortunes of the Moreton family declined during the English Civil War. As supporters of the Royalist cause, they found themselves isolated in a community of Parliamentarians. Little Moreton Hall was requisitioned by the Parliamentarians in 1643 and used to billet Parliamentary soldiers. The family successfully petitioned for its restitution, and survived the Civil War with their ownership of Little Moreton Hall intact, but financially they were crippled. They tried to sell the entire estate, but could only dispose of several parcels of land. William Moreton died in 1654 leaving debts of £3,000–£4,000 (equivalent to about £12–16 million as of 2010), which forced his heirs to remortgage what remained of the estate. The family's fortunes never fully recovered, and by the late 1670s they no longer lived in Little Moreton Hall, renting it out instead to a series of tenant farmers. The Dale family took over the tenancy in 1841, and were still in residence more than 100 years later. By 1847 most of the house was unoccupied, and the deconsecrated Chapel was being used as a coal cellar and storeroom. Little Moreton Hall was in a ruinous condition; its windows were boarded up and its roof was rotten. During the 19th century, Little Moreton Hall became "an object of romantic interest" among artists; Amelia Edwards used the house as a setting for her 1880 novel Lord Brackenbury. Elizabeth Moreton, an Anglican nun, inherited the almost derelict house following the death of her sister Annabella in 1892. She restored and refurnished the Chapel, and may have been responsible for the insertion of steel rods to stabilise the structure of the Long Gallery. In 1912 she bequeathed the house to a cousin, Charles Abraham, Bishop of Derby, stipulating that it must never be sold. Abraham opened up Little Moreton Hall to visitors, charging an entrance fee of 6d (equivalent to about £8 in 2010) collected by the Dales, who conducted guided tours of the house in return. Abraham carried on the preservation effort begun by Elizabeth Moreton until he and his son transferred ownership to the National Trust in 1938. The Dale family continued to farm the estate until 1945, and acted as caretakers for the National Trust until 1955. The Trust has carried out extensive repair and restoration work, including re-roofing; restoration of elements of the hall's original appearance, and removal of some painted patterning added during earlier restoration work. The familiar black-and-white colour scheme is a fashion introduced by the Victorians; originally the oak beams would have been untreated and left to age naturally to a silver colour, and the rendered infill painted ochre. In 1977 it was discovered that the stone slabs on the roof of the south range had become insecure, and work began on a six-phase programme of structural repairs. Replacement timbers were left in their natural state. ## House The 100-year construction of Little Moreton Hall coincided with the English Renaissance, but the house is resolutely medieval in design, apart from some Renaissance decoration such as the motifs on the Gatehouse, Elizabethan fireplaces, and its "extravagant" use of glass. It is timber-framed throughout except for three brick chimneybreasts and some brick buttressing added at a later date. Simon Jenkins has described Little Moreton Hall as "a feast of medieval carpentry", but the building technique is unremarkable for Cheshire houses of the period – an oak framework set on stone footings. Diagonal oak braces that create chevron and lozenge patterns adorn the façades. The herringbone pattern with quatrefoils present at the rear, which can also be seen at Haslington and Gawsworth Halls, is a typical feature of 15th-century work, while the lozenge patterns, continuous middle rail and lack of quatrefoils in the front façade are typical of 16th-century early Elizabethan work. The south range containing the gatehouse, the last to be completed, has lighter timbers with a greater variety of patterns. The timber frame is completed by rendered infill and Flemish bond brick, or windows. The windows contain 30,000 leaded panes known as quarries, set in patterns of squares, rectangles, lozenges, circles and triangles, complementing the decoration on the timber framing. Much of the original 16th-century glazing has survived and shows the colour variations typical of old glass. Old scratched graffiti is visible in places. The older parts of the roof frame are decorated, and the brickwork of some of the chimneys has diapering in blue brick. The house stands on an island surrounded by a 33-foot (10 m) wide moat, which was probably dug in the 13th or 14th century to enclose an earlier building on the site. There is no evidence that the moat served any defensive purpose, and as with many other moated sites it was probably intended as a status symbol. A sandstone bridge leads to a gatehouse in the three-storey south range, which has each of its two upper floors jettied out over the floor beneath. As is typical of Cheshire's timber-framed buildings the overhanging jetties are hidden by coving, which has a recurring quatrefoil decoration. The Gatehouse leads to a rectangular courtyard, with the Great Hall at the northern end. The two-storey tower to the left of the Gatehouse contains garderobes, which empty directly into the moat. Architectural historian Lydia Greeves has described the interior of Little Moreton Hall as a "corridor-less warren, with one room leading into another, and four staircases linking different levels". Some of the grander rooms have fine chimneypieces and wood panelling, but others are "little more than cupboards". The original purpose of some of the rooms in the house is unknown. ### Ground floor The Great Hall at the centre of the north range is entered through a porch and screens passage, a feature common in houses of the period, designed to protect the occupants from draughts. As the screens are now missing, they may have been free-standing like those at Rufford Old Hall. The porch is decorated with elaborate carvings. The Great Hall's roof is supported by arch-braced trusses, which are decorated with carved motifs including dragons. The floor, now flagged, would probably originally have been rush-covered earth, with a central hearth. The gabled bay window overlooking the courtyard was added in 1559. The original service wing to the west of the Great Hall, behind the screens passage, was rebuilt in 1546, and housed a kitchen, buttery and pantry. A hidden shaft was discovered during a 19th-century investigation of two secret rooms above the kitchen, connecting them to a tunnel leading to the moat, the entrance to which has since been filled in. The west range now houses the gift shop and restaurant. A doorway behind where the family would have sat at the far end of the hall leads to the Parlour, known as the Little Parlour in surviving 17th-century documents. Together with the adjoining Withdrawing Room and the Great Hall, the Parlour is structurally part of the original building. The wooden panelling is a Georgian addition, behind which the original painted panelling was discovered in 1976. The decoration consists of painted imitations of marble and inlay, and Biblical scenes, some of which were painted directly onto the plaster and others on paper that was then pasted to the wall. "Crudely drawn" but nevertheless "elaborate", the paintings tell the story of Susanna and the Elders from the Apocrypha, a "favourite Protestant theme". The Moreton family's wolf head crest and the initials "J.M." suggest a date before John Moreton's death in 1598. Similar painted decoration is found in other Cheshire houses of the late 16th and early 17th centuries. A private staircase between the Parlour and the Withdrawing Room leads to the first floor. The Withdrawing Room has 16th-century carved wooden panelling, and a wooden ceiling with moulded coffering, which probably dates from 1559 when the Great Hall ceiling was added. The bay window in this room was also added in 1559, at the same time as the one in the Great Hall. The pair of windows bear the following inscription underneath their gables: > God is Al in Al Thing: This windous whire made by William Moreton in the yeare of Oure Lorde MDLIX. Richard Dale Carpeder made thies windous by the grac of God. The wolf head crest also appears in the late 16th-century stained glass of the Withdrawing Room. The chimneypiece in this room is decorated with female caryatids and bears the arms of Elizabeth I; its plaster would originally have been painted and gilded, and traces of this still remain. William Moreton III used what is today known as the Exhibition Room as a bedroom in the mid-17th century; it is entered through a doorway from the adjoining Withdrawing Room. Following William's death in 1654 his children Ann, Jane and Philip divided the house into three separate living areas. Ann, whose accommodation was in the Prayer Room above, then used the Exhibition Room as a kitchen. The adjoining Chapel, begun in 1508, is accessible by a doorway from the courtyard. The Chapel contains Renaissance-style tempera painting, thought to date from the late 16th century. Subjects include passages from the Bible. The chancel was probably a later addition dating from the mid-16th century. It is separated from the nave by an oak screen and projects eastwards from the main plan of the house, with a much higher ceiling. The stained glass in the east wall of the chancel is a 20th-century addition installed by Charles Abraham, the last private owner of Little Moreton Hall, as a parting gift on his transfer of ownership to the National Trust. The Corn Store adjacent to the Chapel may originally have been used as accommodation for a gatekeeper or steward. By the late 17th century it had been converted into a grain store by raising the floor to protect its contents from damp. Five oak-framed bins inside may have held barley for the Brew-house, which is now used as a toilet block. ### First floor The Guests' Hall and its adjoining Porch Room occupy the space above the entrance to the courtyard and the Gatehouse. They can be accessed either through a doorway from the adjacent Prayer Room or via a staircase at the south end of the courtyard leading to the Long Gallery on the floor above. The first-floor landing leads to a passageway between the Guests' Hall and the Guests' Parlour, and to the garderobe tower visible from the front of the house. A doorway near the entrance to the Guests' Parlour allows access to the Brew-house Chamber, which is above the Brew-house. The Brew-house Chamber was probably built as servants' quarters, and originally accessed via a hatch in the ceiling of the Brew-house below. In the mid-17th century the Guests' Hall was referred to as Mr Booth's Chamber, after the genealogist Jack Booth of Tremlowe, a cousin and family friend of the Moreton's and a regular occupant. Its substantial carved consoles, inserted not just for decorative effect but to support the weight of the Long Gallery above, have been dated to 1660. What is today known as the Prayer Room, above the Chapel, was originally the chamber of the first William Moreton's daughter Ann, whose maid occupied the adjoining room. The floors of the rooms on this level are made from lime-ash plaster pressed into a bedding of straw and oak laths, which would have offered some protection against the ever-present risk of fire. All the first-floor rooms in the east range and all except the Prayer Room in the west range are closed to the public, some having been converted into accommodation for the National Trust staff who live on site. The Education Room in the east range, above what is today the restaurant, was in the mid-16th century a solar, and is now reserved for use by school groups. ### Upper floor Running the entire length of the south range the Long Gallery is roofed with heavy gritstone slabs, the weight of which has caused the supporting floors below to bow and buckle. Architectural historians Peter de Figueiredo and Julian Treuherz describe it as "a gloriously long and crooked space, the wide floorboards rising up and down like waves and the walls leaning outwards at different angles." The crossbeams between the arch-braced roof trusses were probably added in the 17th century to prevent the structure from "bursting apart" under the load. The Long Gallery has almost continuous bands of windows along its longer sides to the north and south, and a window to the west; a corresponding window at the east end of the gallery is now blocked. The end tympana have plaster depictions of Destiny and Fortune, copied from Robert Recorde's Castle of Knowledge of 1556. The inscriptions read "The wheel of fortune, whose rule is ignorance" and "The speare of destiny, whose rule is knowledge". The Long Gallery was always sparsely furnished, and would have been used for exercising when the weather was inclement and as a games room – four early 17th-century tennis balls have been discovered behind the wood panelling. The Upper Porch Room leading off the Long Gallery, perhaps originally intended as a "sanctuary from the fun and games", was furnished as a bedroom by the mid-17th century. The fireplace incorporates figures of Justice and Mercy, and its central panel contains the Moreton coat of arms quartered with that of the Macclesfield family, celebrating the marriage of John de Moreton to Margaret de Macclesfield in 1329. ### Contents Only three pieces of the house's original furniture have survived: a large refectory table, a large cupboard described as a "cubborde of boxes" in an inventory of 1599, possibly used for storing spices, and a "great rounde table" listed in the same inventory. The refectory table and cupboard are on display in the Great Hall, and the round table in the Parlour, where its octagonal framework suggests that it was designed to sit in the bay window. Except for those pieces, and a collection of 17th-century pewter tableware in a showcase in the west wall of the Great Hall, the house is displayed with bare rooms. ## Gardens and estate By the mid-16th century the Little Moreton Hall estate was at its greatest extent, occupying an area of 1,360 acres (550 ha) and including three watermills, one of which was used to grind corn. The contours of the pool used to provide power for the cornmill are still visible, although the mill was demolished in the 19th century. The Moreton family had owned an iron bloomery in the east of the estate since the late 15th century, and the other two mills were used to drive its water-powered hammers. The dam of the artificial pool that provided water for the bloomery's mills, known as Smithy Pool, has survived, although the pool has not. The bloomery was closed in the early 18th century, and the pool and moat were subsequently used for breeding carp and tench. By the mid-18th century the estate's main sources of income came from agriculture, timber production, fish farming, and property rentals. The earliest reference to a garden at Little Moreton Hall comes from an early 17th-century set of household accounts referring to a gardener and the purchase of some seeds. Philip Moreton, who ran the estate for his older brother Edward in the mid-17th century, left a considerable amount of information on the layout and planting of the area of garden within the moat, to the west of the house. He writes of a herb garden, vegetable garden, and a nursery for maturing fruit trees until they were ready to be transferred to the orchard at the south and east of the house, probably where the orchard is today. During the 20th century the long-abandoned gardens were replanted in a style sympathetic to the Tudor period. The knot garden was planted in 1972, to a design taken from Leonard Meager's Complete English Gardener, published in 1670. The intricate design of the knot can be seen from one of the two original viewing mounds, common in 16th-century formal gardening, one inside the moat and the other to the southwest. Other features of the grounds include a yew tunnel and an orchard growing fruits that would have been familiar to the house's Tudor occupants – apples, pears, quinces and medlars. ## Superstition and haunting During the last major restoration work, 18 "assorted boots and shoes" were found hidden in the structure of the building, all dating from the 19th century. Concealed shoes were placed either to ward off demons, ghosts or witches, or to encourage the fertility of the female occupants. Like many old buildings, Little Moreton Hall has stories of ghosts; a grey lady is said to haunt the Long Gallery, and a child has reportedly been heard sobbing in and around the Chapel. ## Present day Little Moreton Hall is open to the public from mid-February to December each year. The ground floor of the west range has been remodelled to include a restaurant and a tearoom whilst a new building houses the visitor reception and shop. Services are held in the Chapel every Sunday from April until October. In common with many other National Trust properties, Little Moreton Hall is available for hire as a film location; in 1996 it was one of the settings for Granada Television's adaptation of Daniel Defoe's Moll Flanders, The Fortunes and Misfortunes of Moll Flanders. ## See also - Grade I listed buildings in Cheshire - List of Scheduled Monuments in Cheshire - Listed buildings in Odd Rode
17,130,499
Ram Narayan
1,148,633,582
Classical sarangi player from India
[ "1927 births", "20th-century Indian musicians", "All India Radio people", "Articles containing video clips", "Hindustani instrumentalists", "Indian Hindus", "Indian male classical musicians", "Living people", "Musicians from Mumbai", "People from Udaipur district", "Rajasthani people", "Recipients of the Padma Bhushan in arts", "Recipients of the Padma Shri in arts", "Recipients of the Padma Vibhushan in arts", "Recipients of the Sangeet Natak Akademi Award", "Sarangi players" ]
Ram Narayan (; born 25 December 1927), often referred to with the title Pandit, is an Indian musician who popularised the bowed instrument sarangi as a solo concert instrument in Hindustani classical music and became the first internationally successful sarangi player. Narayan was born near Udaipur and learned to play the sarangi at an early age. He studied under sarangi players and singers and, as a teenager, worked as a music teacher and travelling musician. All India Radio, Lahore, hired Narayan as an accompanist for vocalists in 1944. He moved to Delhi following the partition of India in 1947, but wishing to go beyond accompaniment and frustrated with his supporting role, Narayan moved to Mumbai in 1949 to work in Indian cinema. Narayan became a concert solo artist in 1956 and has since performed at the major music festivals of India. After sitar player Ravi Shankar successfully performed in Western countries, Narayan followed his example. He recorded solo albums and made his first international tour in 1964 to America and Europe with his older brother Chatur Lal, a tabla player who had toured with Shankar in the 1950s. Narayan taught Indian and foreign students and performed, frequently outside India, into the 2000s. He was awarded India's second highest civilian honour, the Padma Vibhushan, in 2005. ## Early life Ram Narayan was born on 25 December 1927 in Amber village, near Udaipur in northwestern India. His great-great-grandfather, Bagaji Biyavat, was a singer from Amber, and he and Narayan's great-grandfather, Sagad Danji Biyavat, sang at the court of the Maharana of Udaipur. Narayan's grandfather, Har Lalji Biyavat, and father, Nathuji Biyavat, were farmers and singers, Nathuji played the bowed instrument dilruba, and Narayan's mother was a music lover. Narayan's first language was Rajasthani and he learned Hindi and, later, English. At an age of about six, he found a small sarangi left by the family's Ganga guru, a genealogist, and was taught a fingering technique developed by his father. Narayan's father taught him, but was worried about the difficulty of playing the sarangi and its association with courtesan music, which gave the instrument a low social status. After a year, Biyavat sought lessons for his son from sarangi player Mehboob Khan of Jaipur, but changed his mind when Khan told him Narayan would have to change his fingering technique. Narayan's father later encouraged him to leave school and devote himself to playing the sarangi. At about ten years of age, Narayan learned the basics of dhrupad, the oldest genre of Hindustani classical music, by studying and imitating the practice of sarangi player Uday Lal of Udaipur, a student of dhrupad singers Allabande and Zakiruddin Dagar. After Uday Lal died of old age, Narayan met travelling singer Madhav Prasad, originally of Lucknow, who had performed at the court of Maihar. With Prasad, Narayan enacted the ganda bandhan, a traditional ceremony of acceptance between a teacher and his pupil, in which Narayan swore obedience in exchange for being maintained by Prasad. He served Prasad and was taught in khyal, the predominant genre of Hindustani classical music, but returned to Udaipur after four years to teach music school. Prasad later visited Narayan and convinced him to resign his position and dedicate his time to improvement as a musician, although the idea of giving up a steady life was not well received by Narayan's family. He stayed with Prasad and travelled to several Indian states until Prasad fell ill and advised him to learn from singer Abdul Wahid Khan in Lahore. Following Prasad's death in Lucknow, Narayan enacted the ganda bandhan with another teacher who gave him lessons, but soon left for Lahore and never performed the ritual again. ## Career Narayan travelled to Lahore in 1943 and auditioned for the local All India Radio (AIR) station as a singer, but the station's music producer, Jivan Lal Mattoo, noticed grooves in Narayan's fingernails: sarangis are played by pressing the fingernails sideways against three playing strings, which strains the nails. Mattoo instead employed Narayan as a sarangi player. Traditionally, the sarangi is supposed to play after the singer and imitate the vocal performance, and play in the space between phrases. Mattoo advised Narayan and helped him contact khyal singer Abdul Wahid Khan, a rigorous teacher under whom Narayan learned four ragas through singing lessons. Narayan was allowed sporadic solo performances on AIR and began to consider a solo career. After the partition of India in 1947, Narayan moved to Delhi and played at the local AIR station. His work for popular singers increased his repertoire and knowledge of styles. Narayan played with the classical singers Omkarnath Thakur, Bade Ghulam Ali Khan, Hirabai Badodekar, and Krishnarao Shankar Pandit, and he accompanied singer Amir Khan in 1948, when Khan sang for the first time at AIR Delhi following the partition. As an accompanist for vocalists, Narayan showed his own talent and came to the foreground. Singers of the city complained that he was not a dependable accompanist and too assertive, but he maintained he wanted to keep vocalists in tune and inspire them in a cordial contest. Other tabla (percussion) players and singers, including Omkarnath Thakur and Krishnarao Shankar Pandit, expressed admiration for Narayan's playing. Narayan became frustrated with his supporting role for vocalists and moved to Mumbai in 1949 to work independently in film music and recording. He recorded three solo 78 rpm gramophone records for the British HMV Group in 1950 and an early ten-inch LP album in Mumbai in 1951, but the album was not in demand. The Mumbai film industry offered a good salary and obscurity for work that would have lowered his stature among classical musicians. For the next 15 years he played and composed songs for films, including Adalat, Gunga Jumna, Humdard, Kashmir Ki Kali, Madhumati, Milan, Mughal-e-Azam, and Noorjehan. He was considered a desired choice of film music director O. P. Nayyar. Narayan performed in Afghanistan in 1952 and in China in 1954 and was well received in both countries. His first solo concert at a 1954 music festival in the Cowasji Jehangir Hall, Mumbai, was cut short when an impatient audience, waiting for performances by famous artists, drove him from the stage. Narayan pondered giving up the sarangi and becoming a singer. He later regained confidence, performed solo for smaller crowds, and was favourably received in his second attempt to play solo for a Mumbai music festival in 1956. He has since performed at the major music festivals of India. Narayan later gave up accompaniment; this decision carried a financial risk because interest in solo sarangi was not yet substantial. After sitar player Ravi Shankar successfully performed in Western countries, Narayan followed his example. He recorded solo albums and made his first international tour in 1964 to America and Europe with his older brother Chatur Lal, a tabla player who had toured with Shankar in the 1950s. The European tour included performances in France, Germany, sponsored by the Goethe-Institut, and at the City of London Festival, England. Beginning in the 1960s, Narayan often taught and gave concerts outside of India. On his Western tours he encountered interest in the sarangi because of its similarity to the cello and violin. The tabla player Suresh Talwalkar became a frequent accompanist for Narayan in the late 1960s. Narayan continued to perform and record in India and abroad for the next decades and his recordings appeared on Indian, American, and European labels. During the early 1980s he typically spent months each year visiting Western nations. Narayan performed less frequently in the 2000s and rarely in the 2010s. ## Style Narayan's style is characteristic of Hindustani classical music, but his choice of solo instrument and his background of learning from teachers outside his community are not common for the genre. He has stated that he aims to please the audience and create a feeling of harmony, and expects the audience to reciprocate by reacting to his playing. Narayan's performances are strung together from the meditative and measured alap (non-metrical introduction) and jor (performance with pulse) in dhrupad style, followed by a faster and less reserved gat section (composition with rhythmic pattern provided by the tabla) in khyal style. He experimented with a style of jhala (performance with rapid pulse) developed by Bundu Khan, but considered it more appropriate for plucked instruments and stopped performing it. The gat section includes one or two parts with compositions. When two gats are used, the first one tends to be at a slow or medium tempo, and the second one is faster; the gats are usually performed in the 16-beat rhythmic cycle tintal. Narayan often completes performances with ragas associated with thumri (a popular light classical genre), which are referred to as mishra (Sanskrit: mixed) because they allow for additional notes, or with a dhun (song based on folk music). Narayan practices and teaches using a limited number of paltas, exercises in a small scale range that are used to prepare playing different numbers of notes per bow. Derived from paltas are lengthy note patterns called tans, which contain characteristic "melodic shapes" and are used by Narayan for fast playing. He uses his left (fingering) hand for runs and to play an extended melodic range, and his right (bowing) hand for rhythmic accentuations. Narayan's fingering technique, his low right hand position, keeping the bow in a close to right angle to the string, and his use of the full bow length are unusual among sarangi players. Narayan is associated with the Kirana gharana (stylistic school of Kirana) through Abdul Wahid Khan, but his performance style is not strongly connected to it. Most of Narayan's compositions are from the singing repertoire of his teachers and were modified and adapted to the sarangi. He has created original compositions and in performance varies those he was taught. Narayan disfavors the creation of new ragas, but developed compound ragas, including those of Nand with Kedar and Kafi with Malhar. Narayan uses a sarangi obtained from Uday Lal and built in Meerut in the 1920s or 1930s in his concerts and recordings. He plays on foreign harp strings to produce a clearer tone. Narayan experimented with modifications to his instrument and added a fourth string, but removed it because it hindered playing. In the 1940s, he exchanged gut with steel for the first string and found it easier to play, but reverted to using only gut strings because the steel string altered the sound. A sarangi owned by Narayan is on display in a gallery of musical instruments of the Sri Shanmukhananda Fine Arts & Sangeetha Sabha in Mumbai as of December 2020. ## Contributions and recognition Narayan increased the status of the sarangi to that of a modern concert solo instrument, made it known outside of India, and was the first sarangi player with international success, an example later followed by Sultan Khan. Narayan's simplified fingering technique allows for glide (meend) and affected the modern sarangi concert style, as aspects of his playing and tone creation were taken up by sarangi players from Narayan's recordings. Narayan taught at the American Society for Eastern Arts and the National Centre for the Performing Arts in Mumbai in the 1970s and 1980s, where he gave the first master class for sarangi. Narayan privately trained sarangi players, including his daughter Aruna Narayan, his grandson Harsh Narayan, and Vasanti Srikhande. He also taught sarod players, including his son Brij Narayan, as well as vocalists and a violinist. In 2002, he taught 15 Indian students and more than 500 students in the United States and Europe had studied with him. Indian music in performance: a practical introduction, released in 1980 by Neil Sorrell in cooperation with Narayan, was described as "one of the best presentations on modern North Indian music practice" by Hans Neuhoff in Musik in Geschichte und Gegenwart. Narayan argued that appreciation of the sarangi and him came only after acknowledgment by the Western audience. He attributed the lack of sarangi students to a lack of competent teachers and said that the Indian government should assist in preserving the instrument. The Pt (Pandit) Ram Narayan Foundation in Mumbai awards scholarships to sarangi students. Narayan has stated he was skeptical the sarangi would survive and said he would never give up promoting the instrument. Narayan received the national awards Padma Shri in 1976, Padma Bhushan in 1991, and Padma Vibhushan in 2005. The Padma Vibhushan, India's second highest civilian honor, was presented by Indian President A. P. J. Abdul Kalam. Narayan was awarded the Rajasthan Sangeet Natak Akademi Award for 1974–75 and the national Sangeet Natak Akademi Award for 1975, and was made a fellow of the Rajasthan Sangeet Natak Akademi for 1988–89. He received the Kalidas Samman from the Government of Madhya Pradesh for 1991–92 and was presented with the Aditya Vikram Birla Kalashikhar Puraskar in 1999 by P. C. Alexander, governor of Maharashtra. He received the Rajasthan Ratna for 2013, was awarded the Lifetime Achievement Honour – Classical at the 4th Gionne Star Global Indian Music Academy (GiMA) Awards 2014, and was awarded the Pandit Bhimsen Joshi Lifetime Achievement award for 2015–2016 in the field of classical music by the government of Maharashtra. The biographical film Pandit Ramnarayan – Sarangi Ke Sang was shown at the 2007 International Film Festival of India. ## Family and personal life Narayan shared a close relationship with his older brother, Chatur Lal, who learned the tabla primarily to accompany his brother's sarangi playing. Lal studied under tabla teachers in his youth, but later turned to farming. Lal visited Narayan 1948 in Delhi after Narayan had become a professional sarangi player, and Narayan convinced Lal to work as a tabla player at the local AIR station. Lal became an acclaimed musician, toured with instrumentalists Ravi Shankar and Ali Akbar Khan in the 1950s, and helped popularise the tabla in Western countries. When Lal died in October 1965, Narayan had difficulty performing and struggled with alcoholism, but overcame the addiction after two years. Narayan assisted his brother's four children after their father's death. Chatur Lal's son, Charanjit Lal Biyavat, is a tabla player and has toured Europe with Narayan. Narayan's wife Sheela, a homemaker, came to Mumbai in the 1950s and they had four children. She died prior to 2001. His oldest son, sarod player Brij Narayan, was born on 25 April 1952 in Udaipur, and his daughter Aruna Narayan was born in 1959 in Mumbai. She was the first woman to give a solo sarangi concert and immigrated to Canada in 1984. Another son, Shiv, who is a year younger than Aruna, has learned to play the tabla, and toured Australia with his father. Brij Narayan's son, Harsh Narayan, plays the sarangi. In 2009, Narayan performed at BBC's The Proms in the Royal Albert Hall, London, with Aruna, and he played at the 2010 Sawai Gandharva Music Festival, Pune, with Harsh. Narayan is a Hindu and has stated "music is my religion", arguing that there was no better access to divinity than music. He is based in Mumbai. ## Discography ## Writings
556,396
Stan Coveleski
1,170,400,007
Major League Baseball pitcher (1889–1984)
[ "1889 births", "1984 deaths", "American League ERA champions", "American League strikeout champions", "American people of Polish descent", "Atlantic City Lanks players", "Baseball players from Pennsylvania", "Cleveland Indians players", "Lancaster Red Roses players", "Major League Baseball pitchers", "National Baseball Hall of Fame inductees", "New York Yankees players", "People from Shamokin, Pennsylvania", "Philadelphia Athletics players", "Portland Beavers players", "Spokane Indians players", "Washington Senators (1901–1960) players" ]
Stanley Anthony Coveleski (born Stanislaus Kowalewski, July 13, 1889 – March 20, 1984) was an American right-handed pitcher in Major League Baseball who played for four American League (AL) teams between and , primarily the Cleveland Indians. The star of the Indians pitching staff, he won over 20 games each year from the epidemic-shortened 1918 season through 1921, leading the AL in shutouts twice and in strikeouts and earned run average (ERA) once each during his nine years with the club. The star of the 1920 World Series, he led the Indians to their first title with three complete-game victories, including a 3–0 shutout in the Game 7 finale. Traded to the Washington Senators after the 1924 season, he helped that club to its second AL pennant in a row with 20 victories against only 5 losses, including a 13-game winning streak, while again leading the league in ERA. Coveleski followed in the footsteps of his brother Harry as a major league pitcher. But after making his debut with the Philadelphia Athletics in 1912, he was sidetracked by three more seasons in the minor leagues before joining the Indians in 1916, and won only 13 major league games before turning 27. Coveleski specialized in throwing the spitball, where the pitcher alters the ball with a foreign substance such as chewing tobacco. It was legal when his career began but prohibited in 1920, with Coveleski being one of 17 pitchers permitted to continue throwing the pitch. In 450 career games, Coveleski pitched 3,082 innings and posted a record of 215–142, with 224 complete games, 38 shutouts, and a 2.89 ERA. He set Cleveland records of 172 wins, 2,502+1⁄3 innings and 305 starts, which were later broken by Mel Harder and Willis Hudlin. He was inducted into the Baseball Hall of Fame in 1969. ## Early years Stanislaus Anthony Kowalewski was born in Shamokin, Pennsylvania, one of eight children of Anthony and Ann (Racicz) Kowalewski, who had immigrated from Russian Poland in the early 1870s. They settled in Shamokin, where Anthony worked as a coal miner, in Northumberland County, east of the Susquehanna River and northeast of the state capital of Harrisburg. Stanley was the youngest of five baseball-playing brothers; his oldest brother Jacob died serving in the Spanish–American War (1898). In addition to his older brother Harry, who pitched in the major leagues between 1907 and 1918, their other brothers Frank and John also played professional baseball, but only in the minor leagues. Harry won 20 games in a season on three occasions during his 14-year major league career. Like many his age in the Shamokin area, Coveleski began work as a "breaker boy" at a local colliery at the age of 12. In return for 72 hours of labor per week, Coveleski received \$3.75, or about five cents an hour. "There was nothing strange in those days about a twelve-year-old Polish kid working in the mines for 72 hours a week at a nickel an hour", he later recalled. "What was strange is that I ever got out of there". Coveleski was rarely able to play baseball as a child due to his work schedule. Nevertheless, he worked on his pitching skills during the evenings, when he threw stones at a tin can placed 50 feet away. When he was 18 years old, Coveleski's abilities caught the attention of the local semi-professional ball club, which invited him to pitch for them. "When it came to throwing a baseball, why it was easy to pitch", Coveleski recalled. "After all, the plate's a lot bigger than a tin can to throw at". His baseball career in Shamokin was short-lived; after five games, Coveleski relocated to Lancaster, Pennsylvania. ## Philadelphia Athletics and minor leagues Coveleski signed his first professional contract in 1909 with the minor league Lancaster Red Roses, a club affiliated with the Tri-State League. Originally reluctant to sign for the club, he only agreed to do so if his older brother John also joined; at that time he anglicized his name, changing it to Coveleskie, which it would remain throughout his professional career. During his first trip to Lancaster, he recalled that it was "the first time I ever rode on a train", and he added that he "was too shy to eat in the hotel with the rest of the team". In 272 innings of work his first season, Coveleski had a 23–11 win–loss record with an earned run average of 1.95. He pitched two more seasons for Lancaster, earning a record of 53–38 in 109 appearances through three seasons. In 1912, he pitched for the relocated Lancaster team, the Atlantic City Lanks, where he had a 20–14 record with a 2.53 ERA in 40 appearances, 30 of them starts. In September 1912, manager Connie Mack signed him to a contract with the Philadelphia Athletics and brought him to the major leagues. By the time Coveleski made his debut for the Athletics on September 10, pitching one inning in relief in an 8–6 road loss to the Detroit Tigers, the two-time defending World Series champions were more than a dozen games out of first place – the only year between 1910 and 1914 they failed to win the pennant. Coveleski won his first game two days later in his first start, a 3–0 three-hit shutout of the Tigers, allowing only two singles and a double by Ty Cobb. He pitched in five games for the Athletics that season, starting two of them and finishing the season with a 2–1 record and a 3.43 ERA. After the season ended, Mack felt that Coveleski needed more seasoning, and sent him to the Spokane Indians of the Northwestern League. Coveleski finished the 1913 season with a 17–20 record and a 2.82 ERA. Around that time, he married Mary Stivetts, and the following season he went 20–15, pitched over 300 innings, and led the league in strikeouts. At the time of his debut, the powerhouse Philadelphia club boasted a strong group of talented pitchers, including Eddie Plank, Chief Bender, and Jack Coombs. Coveleski admitted that he "[didn't] know if I could have beat them out for a spot in the rotation." After the 1914 season, the Portland Beavers of the Pacific Coast League wanted Coveleski, and traded five players to Spokane to acquire him. While Mack had an agreement with Spokane that Coveleski would be promoted after playing there for a time, the Athletics fell under new ownership in 1913 and lost control of him due to the Athletics' rights expiring. Coveleski spent his time in Portland learning to throw the spitball; originally using chewing tobacco, he later used alum. In his lone season with Portland, he won and lost 17 games, and had a 2.67 ERA. After the season ended, the Cleveland Indians purchased Coveleski from Portland, and he joined the major league squad in 1916. ## Cleveland Indians When Coveleski was brought up to the majors, the original intention was to use him as a relief pitcher. Due to an injury to Ed Klepfer, the Indians used him as a starter early on in the 1916 season, and kept him in the role when he performed well. He was scheduled to pitch in the first week of the season against his brother Harry, but the matchup never took place at Harry's behest. On May 30, Coveleski hit the only home run of his career in the first game of a road doubleheader against the St. Louis Browns; the three-run shot in the tenth inning gave Cleveland a 4–1 lead, but the Browns came back to win 5–4 in 15 innings. Coveleski fought health problems during the season, suffering from tonsillitis in the middle of the year and pitching one game with a fever of 102 °F (39 °C). He finished the season with a 15–13 record and a 3.41 ERA in 45 games, 27 of them starts. Coveleski had lost 10 pounds due to illness during 1916, but recovered during the offseason, gained 20 pounds, and appeared healthier by the time the season began. Coveleski's status as the ace of the staff was demonstrated when he was named the starter for Opening Day of the 1917 season; he beat the Detroit Tigers 6–4 on April 11. He improved statistically during the 1917 season, winning 19 games and losing 14 with an ERA of 1.81 and a career-high 133 strikeouts. On September 19, Coveleski pitched the only one-hitter of his career, a 2–0 road win over the New York Yankees; the only hit came from Fritz Maisel in the seventh inning. Coveleski continued to improve during the 1918 season, which was ended on September 1 due to the late-summer surge of the Spanish flu pandemic. His outings that year included 2–1 13-inning road loss to Philadelphia on May 15, in which he had a career-high ten strikeouts, and a 19-inning complete game on May 24 in New York as the Indians won 3–2. He finished the season with a 22–13 record, a 1.82 ERA, and 311 innings pitched in 38 games, 33 of them starts; his wins and ERA were both second in the American League to Walter Johnson. In 1919, Coveleski pitched in 43 games, starting 34, and had a 24–12 record and an ERA of 2.61. At the beginning of the 1920 season, the spitball was banned by Major League Baseball. As a current spitball pitcher, Coveleski was grandfathered in, and was allowed to continue using the pitch until his retirement. He won his first seven starting appearances of the season, but on May 28 his wife died suddenly, and he was given some time off to mourn, returning to pitching two weeks later. He picked up his 100th victory on August 2 with a 2–0 shutout win over the Senators. Covaleski was the starting pitcher against the Yankees on August 16, and hit a sacrifice fly to help the Indians win 4–3, but it is best remembered as the game in which a pitch by the Yankees' Carl Mays hit Indians shortstop Ray Chapman in the head, resulting in the only death in major league history. Covaleski finished the 1920 regular season with 24 wins, 14 losses, a 2.49 ERA, and 133 strikeouts; he led the AL in strikeouts and finished second in ERA to Bob Shawkey. Coveleski helped the Indians to win the AL pennant and play in the 1920 World Series against the Brooklyn Robins. Coveleski was the star of the Series, in which he pitched three complete game victories. He pitched the first game against Rube Marquard, and allowed one run and five hits in a 3–1 Cleveland victory. Four days later, he pitched Game 4, again allowing one run and five hits in a 5–1 win. In Game 7, the final one of the best-of-nine series, Coveleski threw a complete game shutout with five hits against fellow spitballer Burleigh Grimes; the 3–0 victory gave the Indians the first World Series championship in franchise history. Coveleski had an ERA of 0.67, which remains a World Series record. After spending the offseason hunting with Smoky Joe Wood, Coveleski returned to the Indians in 1921, and throughout the season, the Indians battled the Yankees for first in the American League. On September 26, the two teams faced off, but Coveleski failed to make it past the third inning; the Yankees won 8–7 to ensure they won the pennant. Coveleski pitched 315 innings in 1921, matching his career high from the year before, and had a 23–13 record and a 3.37 ERA. The following season, Coveleski married Frances Stivetts, the sister of his late wife. While he did cause the Yankees to move out of first place after winning an August 23 game against them, 4–1, it was his last game of the season. He finished the year with a 17–14 record, the first time since 1917 he did not have 20 wins, and a 3.32 ERA. Early on in the 1923 season, Coveleski pitched 27 straight scoreless innings between April 22 and 30, starting with a 10-inning 1–0 shutout of the Tigers and ending when he allowed two runs in the ninth inning of a 4–2 road win over the same club. However, he won less frequently as the season wore on, losing three straight games in mid-August. His last game came on August 15, with over a month left in the season. Coveleski finished the season with a 13–14 record, his first season with a losing record. Despite that, he had an ERA of 2.76 and five shutouts, both of which led the AL. In 1924, Coveleski struggled, and at the end of May, he had four losses and an ERA of 6.49. On June 16 he broke Addie Joss' club record of 160 wins with a 2–1 complete-game win over the Yankees, with the winning run scoring with two out in the bottom of the ninth on second baseman Ernie Johnson's error, with Coveleski batting; he had tied Joss' record two days earlier with a relief win in an 11-inning victory over the Boston Red Sox. In his last appearance on September 22, he gave up a career-high ten runs in a 10–4 loss to the Yankees, ending the season with a 15–16 record and a 4.04 ERA. In December 1924, after nine years pitching for Cleveland, Coveleski was traded to the Washington Senators for pitcher By Speece and outfielder Carr Smith. Despite Coveleski's success in Cleveland, he was not a fan of playing there; he stated that he "didn't like the town. Now the people are all right, but I just didn't like the town." He also stated that it began to affect his performance on the mound and that he began to get "lazy" from being with the club so long. He did, however, have praise for his catcher: "The best thing that happened to me there was pitching to Steve O'Neill. He caught me for nine years in Cleveland and knew me so well he didn't even need to give me a sign". ## Washington Senators and New York Yankees Due to the acquisition of Coveleski, combined with winning the 1924 World Series, the Washington Senators were considered favorites to win the AL in 1925. During his first season in Washington, Coveleski bounced back from his 1924 season, and by mid-July, critics regarded his success as the biggest surprise in baseball; Cleveland had considered him to be past his best. From May 9 to July 26 he compiled thirteen consecutive victories, ten of them complete games. He won twenty games and lost five that year, and his ERA of 2.84 led the AL. Coveleski also finished 12th in MVP voting that year, with Senators shortstop Roger Peckinpaugh winning the award. The Senators won the AL and were to face the Pittsburgh Pirates in the 1925 World Series, but Coveleski suffered from sore back muscles late in the season. Coveleski pitched two games in the World Series. In Game 2, he faced Vic Aldridge in a pitcher's duel; the teams were tied at one apiece in the eighth inning, but a two-run home run by the Pirates' Kiki Cuyler led to a 3–2 loss. Aldridge and Coveleski faced off again in Game 5, but Coveleski allowed four runs before being pulled with one out in the seventh inning, leading to a 6–3 Pirates win. The Senators lost the series in seven games, and he finished with a 3.77 ERA, five walks, three strikeouts, and two of the Senators' four losses. Coveleski continued to pitch for Washington during the 1926 season. His performances that season included his 200th win, a 5–3 win in Cleveland on June 10, and a 2–0 victory against the Boston Red Sox on August 31, a game which was finished in only 78 minutes. Coveleski finished the season with 14 wins, 11 losses, 3 shutouts, and a 3.12 ERA in 36 games. To start the 1927 season, due to an injury to Walter Johnson, Coveleski became the Senators' Opening Day starter against the Red Sox; he won the game 6–2. However, his performance declined due to "a chronically sore arm", which limited his playing time that season. Due to his sore arm, the Senators released him unconditionally on June 17, 1927. He finished the season with a 2–1 record and a 3.14 ERA in five games. On December 21, 1927, Coveleski signed with the New York Yankees in an attempt at a comeback. In his final season, he posted a 5–1 record with a 5.74 ERA in 12 appearances. Coveleski failed to regain his form, however, pitching his last game on August 3, and after the signing of Tom Zachary, manager Miller Huggins released Coveleski. He retired from the game later that year. ## Later life and legacy In 1929, after leaving major league baseball, Coveleski relocated to South Bend, Indiana. There, he ran Coveleski Service Station for a time but closed the business during the Great Depression. He became a popular member of the community in South Bend, providing free pitching lessons to local youths in a field behind his garage. After his playing career ended, he dropped the "e" at the end of his name, as he never corrected anyone if his last name was incorrectly spelled. In 1969, Coveleski was named to the Baseball Hall of Fame by the Veterans' Committee alongside 1920s pitcher Waite Hoyt. Of his introduction into the Hall, he said, "I figured I'd make it sooner or later, and I just kept hoping each year would be the one." His health declined in later years, and he was eventually admitted to a local nursing home, where he died on March 20, 1984, at the age of 94. In addition to Coveleski's induction into the Baseball Hall of Fame, he was inducted into the National Polish-American Sports Hall of Fame in 1976. In 1984, the minor league baseball stadium in South Bend, Indiana, was named in his honor. Coveleski was interviewed by Lawrence Ritter for his 1966 book The Glory of Their Times, a series of interviews with players of the early 20th century. To fellow ballplayers, Coveleski was considered "taciturn and ornery" on days when he was scheduled to pitch but was otherwise friendly with a lively sense of humor. Coveleski had 215 wins and 142 losses with a 2.89 ERA in 450 games, 385 of them starts, in a 14-year career. He had 224 complete games, 38 shutouts, 981 strikeouts, and pitched 3,082 total innings. His control was highly regarded. He never considered himself a strikeout pitcher, and it was not unusual for him to pitch a complete game having thrown 95 pitches or fewer. He once pitched seven innings of a game where every pitch was either a hit or a strike. In 2001, baseball writer Bill James ranked Coveleski 58th among the all-time greatest major league pitchers. ## See also - List of Major League Baseball annual ERA leaders - List of Major League Baseball career wins leaders - List of Major League Baseball annual strikeout leaders
418,082
Mary Toft
1,165,848,930
English medical hoaxer
[ "1700s births", "1763 deaths", "18th-century English farmers", "18th-century English people", "18th-century English women", "18th-century hoaxes", "18th-century women farmers", "Hoaxers", "Hoaxes in England", "Medical scandals in the United Kingdom", "People from Godalming", "Surrey folklore" ]
Mary Toft (née Denyer; c. 1701–1763), also spelled Tofts, was an English woman from Godalming, Surrey, who in 1726 became the subject of considerable controversy when she tricked doctors into believing that she had given birth to rabbits. In 1726, Toft became pregnant, but following her reported fascination with the sighting of a rabbit, she miscarried. Her claim to have given birth to various animal parts prompted the arrival of John Howard, a local surgeon, who investigated the matter. He delivered several pieces of animal flesh and duly notified other prominent physicians, which brought the case to the attention of Nathaniel St. André, surgeon to the Royal Household of King George I. St. André concluded that Toft's case was genuine but the king also sent surgeon Cyriacus Ahlers, who remained skeptical. By then quite famous, Toft was brought to London where she was studied in detail; under intense scrutiny and producing no more rabbits she confessed to the hoax, and was subsequently imprisoned as a fraud. The resultant public mockery created panic within the medical profession and ruined the careers of several prominent surgeons. The affair was satirised on many occasions, not least by the pictorial satirist and social critic William Hogarth, who was notably critical of the medical profession's gullibility. Toft was eventually released without charge and returned home. ## Account The story first came to the public's attention in late October 1726, when reports began to reach London. An account appeared in the Mist's Weekly Journal, on 19 November 1726: > From Guildford comes a strange but well-attested Piece of News. That a poor Woman who lives at Godalmin [sic], near that Town, was about a Month past delivered by Mr John Howard, an Eminent Surgeon and Man-Midwife, of a creature resembling a Rabbit but whose Heart and Lungs grew without [outside] its Belly, about 14 Days since she was delivered by the same Person, of a perfect Rabbit: and in a few Days after of 4 more; and on Friday, Saturday, Sunday, the 4th, 5th, and 6th instant, of one in each day: in all nine, they died all in bringing into the World. The woman hath made Oath, that two Months ago, being working in a Field with other Women, they put up a Rabbit, who running from them, they pursued it, but to no Purpose: This created in her such a Longing to it, that she (being with Child) was taken ill and miscarried, and from that Time she hath not been able to avoid thinking of Rabbits. People after all, differ much in their Opinion about this Matter, some looking upon them as great Curiosities, fit to be presented to the Royal Society, etc. others are angry at the Account, and say, that if it be a Fact, a Veil should be drawn over it, as an Imperfection in human Nature. The 'poor Woman', Mary Toft, was twenty-four or twenty-five years old. She was baptised Mary Denyer on 21 February 1703, the daughter of John and Jane Denyer. In 1720 she married Joshua Toft, a journeyman clothier and together the couple had three children, Mary, Anne and James. As an 18th-century English peasant, circumstances dictated that when in 1726 Toft again became pregnant, she continue working in the fields. She complained of painful complications early in the pregnancy and in early August egested several pieces of flesh, one "as big as my arm". This may have been the result of an abnormality of the developing placenta, which would have caused the embryo to stop developing and blood clots and flesh to be ejected. Toft went into labour on 27 September. Her neighbour was called and watched as she produced several animal parts. This neighbour then showed the pieces to her mother and to her mother-in-law, Ann Toft, who by chance was a midwife. Ann Toft sent the flesh to John Howard, a Guildford-based man-midwife of thirty years' experience. Initially, Howard dismissed the notion that Toft had given birth to animal parts, but the next day, despite his reservations, he went to see her. Ann Toft showed him more pieces of the previous night's exertions, but on examining Mary, he found nothing. When Mary again went into labour, appearing to give birth to several more animal parts, Howard returned to continue his investigations. According to a contemporary account of 9 November, over the next few days he delivered "three legs of a Cat of a Tabby Colour, and one leg of a Rabbet: the guts were as a Cat's and in them were three pieces of the Back-Bone of an Eel ... The cat's feet supposed were formed in her imagination from a cat she was fond of that slept on the bed at night." Toft seemingly became ill once more and over the next few days delivered more pieces of rabbit. As the story became more widely known, on 4 November Henry Davenant, a member of the court of King George I, went to see for himself what was happening. He examined the samples Howard had collected and returned to London, ostensibly a believer. Howard had Toft moved to Guildford, where he offered to deliver rabbits in the presence of anyone who doubted her story. Some of the letters he wrote to Davenant to notify him of any progress in the case came to the attention of Nathaniel St. André, since 1723 a Swiss surgeon to the Royal Household. St. André would ultimately detail the contents of one of these letters in his pamphlet, A short narrative of an extraordinary delivery of rabbets (1727): > SIR, > > Since I wrote to you, I have taken or deliver'd the poor Woman of three more Rabbets, all three half grown, one of them a dunn Rabbet; the last leap'd twenty three Hours in the Uterus before it dy'd. As soon as the eleventh Rabbet was taken away, up leap'd the twelfth Rabbet, which is now leaping. If you have any curious Person that is pleased to come Post, may see another leap in her Uterus, and shall take it from her if he pleases; which will be a great Satisfaction to the Curious: If she had been with Child, she has but ten Days more to go, so I do not know how many Rabbets may be behind; I have brought the Woman to Guildford for better Convenience. > > I am, SIR, Your humble Servant, > > JOHN HOWARD. ## Investigation By the middle of November the British Royal Family were so interested in the story that they sent St. André and Samuel Molyneux, secretary to the Prince of Wales, to investigate. Apparently, they were not disappointed; arriving on 15 November they were taken by Howard to see Toft, who within hours delivered a rabbit's torso. St. André's account details his examination of the rabbit. To check if it had breathed air, he placed a piece of its lung in water to see if it would float—which it did. St. André then performed a medical examination on Toft, and concluded that the rabbits were bred in her Fallopian tubes. In the doctors' absence, Toft later that day reportedly delivered the torso of another rabbit, which the two also examined. They again returned that evening to find Toft again displaying violent contractions. A further medical examination followed, and St. André delivered some rabbit skin, followed a few minutes later by a rabbit's head. Both men inspected the egested pieces of flesh, noting that some resembled the body parts of a cat. Fascinated, the king then sent surgeon Cyriacus Ahlers to Guildford. Ahlers arrived on 20 November and found Toft exhibiting no signs of pregnancy. He may have already suspected the affair was a hoax and observed that Toft seemed to press her knees and thighs together, as if to prevent something from "dropping down". He thought Howard's behaviour just as suspicious, as the man-midwife would not let him help deliver the rabbits—although Ahlers was not a man-midwife and in an earlier attempt had apparently put Toft through considerable pain. Convinced the affair was a hoax, he lied, telling those involved that he believed Toft's story, before making his excuses and returning to London, taking specimens of the rabbits with him. Upon closer study, he reportedly found evidence of them having been cut with a man-made instrument, and noted pieces of straw and grain in their droppings. On 21 November Ahlers reported his findings to the king and later to "several Persons of Note and Distinction". Howard wrote to Ahlers the next day, asking for the return of his specimens. Ahlers' suspicions began to worry both Howard and St. André, and apparently the king, as two days later St. André and a colleague were ordered back to Guildford. Upon their arrival they met Howard, who told St. André that Toft had given birth to two more rabbits. She delivered several portions of what was presumed to be a placenta but she was by then quite ill, and suffering from a constant pain in the right side of her abdomen. In a pre-emptive move against Ahlers, St. André collected affidavits from several witnesses, which in effect cast doubt on Ahlers' honesty, and on 26 November gave an anatomical demonstration before the king to support Toft's story. According to his pamphlet, neither St. André nor Molyneux suspected any fraudulent activity. St. André was ordered by the king to travel back to Guildford and to bring Toft to London, so that further investigations could be carried out. He was accompanied by Richard Manningham, a well-known obstetrician who was knighted in 1721, and the second son of Thomas Manningham, Bishop of Chichester. He examined Toft and found the right side of her abdomen slightly enlarged. Manningham also delivered what he thought was a hog's bladder—although St. André and Howard disagreed with his identification—but became suspicious as it smelled of urine. Nevertheless, those involved agreed to say nothing in public and on their return to London on 29 November lodged Toft in Lacey's Bagnio, in Leicester Fields. ## Examination Printed in the early days of newspapers, the story became a national sensation, although some publications were skeptical, the Norwich Gazette viewing the affair simply as female gossip. Rabbit stew and jugged hare disappeared from the dinner table, while as unlikely as the story sounded, many physicians felt compelled to see Toft for themselves. The political writer John Hervey later told his friend Henry Fox that: > Every creature in town, both men and women, have been to see and feel her: the perpetual emotions, noises and rumblings in her Belly are something prodigious; all the eminent physicians, surgeons and man-midwives in London are there Day and Night to watch her next production. Under St. André's strict control, Toft was studied by a number of eminent physicians and surgeons, including John Maubray. In The Female Physician Maubray had proposed women could give birth to a creature he named a sooterkin. He was a proponent of maternal impression, a widely held belief that conception and pregnancy could be influenced by what the mother dreamt, or saw, and warned pregnant women that over-familiarity with household pets could cause their children to resemble those pets. He was reportedly happy to attend Toft, pleased that her case appeared to vindicate his theories, but man-midwife James Douglas, like Manningham, presumed that the affair was a hoax and despite St. André's repeated invitations, kept his distance. Douglas was one of the country's most respected anatomists and a well-known man-midwife, whereas St. André was often considered to be a member of the court only because of his ability to speak the king's native German. St. André therefore desperately wanted the two to attend Toft; after George I's accession to the throne the Whigs had become the dominant political faction, and Manningham and Douglas's Whig affiliations and medical knowledge might have elevated his status as both doctor and philosopher. Douglas thought that a woman giving birth to rabbits was as likely as a rabbit giving birth to a human child, but despite his scepticism he went to see her. When Manningham informed him of the suspected hog's bladder, and after he examined Toft, he refused to engage St. André on the matter: > To be able to determine, to the Satisfaction and Conviction of all sorts of Persons, other Arguments were necessary, than Anatomy, or any other Branch of Physick [sic], could furnish. Of these the greatest Number are not Judges. It was therefore undoubtedly very natural for me to desire that People would suspend any farther Judgement for a little Time, till such Proofs could be brought of the Imposture as they requir'd. Under constant supervision, Toft went into labour several times, to no avail. ## Confession The hoax was uncovered less than a week later on 4 December. Thomas Onslow, 2nd Baron Onslow, had begun an investigation of his own and discovered that for the past month Toft's husband, Joshua, had been buying young rabbits. Convinced he had enough evidence to proceed, in a letter to physician Sir Hans Sloane he wrote that the affair had "almost alarmed England" and that he would soon publish his findings. The same day, Thomas Howard, a porter at the bagnio, confessed to Justice of the Peace Sir Thomas Clarges that he had been bribed by Toft's sister-in-law, Margaret, to sneak a rabbit into Toft's chamber. When arrested and questioned Mary denied the accusation, while Margaret, under Douglas's interrogation, claimed that she had obtained the rabbit for eating only. > I told my sister of my having sent for a rabbit and I desire[d] her to give it to the porter to be carryed away which my sister did saying she would not have it known for 1000 p[oun]d[s]. Manningham examined Toft and thought something remained in the cavity of her uterus, and so he successfully persuaded Clarges to allow her to remain at the bagnio. Douglas, who had by then visited Toft, questioned her on three or four occasions, each time for several hours. After several days of this Manningham threatened to perform a painful operation on her, and on 7 December, in the presence of Manningham, Douglas, John Montagu and Frederick Calvert, Toft finally confessed. Following her miscarriage and while her cervix permitted access, an accomplice had inserted into her womb the claws and body of a cat, and the head of a rabbit. They had also invented a story in which Toft claimed that during her pregnancy and while working in a field, she had been startled by a rabbit, and had since become obsessed with rabbits. For later parturitions, animal parts had been inserted into her vagina. Pressured again by Manningham and Douglas (it was the latter who took her confession), she made a further admission on 8 December and another on 9 December, before being sent to Tothill Fields Bridewell, charged on a statute of Edward III as a "vile cheat and impostor". In her earlier, unpublished confessions, she blamed the entire affair on a range of other participants, from her mother-in-law to John Howard. She also claimed that a travelling woman told her how to insert the rabbits into her body, and how such a scheme would ensure that she would "never want as long as I liv'd". The British Journal reported that on 7 January 1727 she appeared at the Courts of Quarter Sessions at Westminster, charged "for being an abominable cheat and imposter in pretending to be delivered of several monstrous births". Margaret Toft had remained staunch, and refused to comment further. Mist's Weekly Journal of 24 December 1726 reported that "the nurse has been examined as to the person's concerned with her, but either was kept in the dark as to the imposition, or is not willing to disclose what she knows; for nothing can be got from her; so that her resolution shocks others." ## Aftermath Following the hoax, the medical profession's gullibility became the target of a great deal of public mockery. William Hogarth published Cunicularii, or The Wise Men of Godliman in Consultation (1726), which portrays Toft in the throes of labour, surrounded by the tale's chief participants. Figure "F" is Toft, "E" is her husband. "A" is St. André, and "D" is Howard. In Dennis Todd's Three Characters in Hogarth's Cunicularii and Some Implications the author concludes that figure "G" is Mary Toft's sister-in-law, Margaret Toft. Toft's confession of 7 December demonstrates her insistence that her sister-in-law played no part in the hoax, but Manningham's 1726 An Exact Diary of what was observ'd during a Close Attendance upon Mary Toft, the pretended Rabbet-Breeder of Godalming in Surrey offers eyewitness testimony of her complicity. Hogarth's print was not the only image that ridiculed the affair—George Vertue published The Surrey-Wonder, and The Doctors in Labour, or a New Wim-Wam in Guildford (12 plates), a broadsheet published in 1727 which satirises St. André, was also popular at the time. The timing of Toft's confession proved awkward (and unfortunate) for St. André, who on 3 December had published his forty-page pamphlet A Short Narrative of an Extraordinary Delivery of Rabbets. On this document the surgeon had staked his reputation, and although it offers a more empirical account of the Toft case than earlier more fanciful publications about reproduction in general, ultimately it was derided. Ahlers, his scepticism justified, published Some observations concerning the woman of Godlyman in Surrey, which details his account of events and his suspicion of the complicity of both St. André and Howard. St. André recanted his views on 9 December 1726. In 1729, following the death of Samuel Molyneux, he married Molyneux's widow, Elizabeth. This did little to impress his peers. Molyneux's cousin accused him of the poisoning, a charge that St. André defended by suing for defamation, but the careers of St. André and his wife were permanently damaged. Elizabeth lost her attendance on Queen Caroline, and St. André was publicly humiliated at court. Living on Elizabeth's considerable wealth, they retired to the country, where St. André died in 1776, aged 96. Manningham, desperate to exculpate himself, published a diary of his observations of Mary Toft, together with an account of her confession of the fraud, on 12 December. In it he suggested that Douglas had been fooled by Toft, and concerned with his image Douglas replied by publishing his own account. Using the pseudonym 'Lover of Truth and Learning', in 1727 Douglas also published The Sooterkin Dissected. A letter to Maubray, Douglas was scathingly critical of his sooterkin theory, calling it "a mere fiction of your [Maubray's] brain". The damage done to the medical profession was such that several doctors not connected with the tale felt compelled to print statements that they had not believed Toft's story. On 7 January 1727 John Howard and Toft appeared before the bench, where Howard was fined £800 (£ today). He returned to Surrey and continued his practice, and died in 1755. Crowds reportedly mobbed Tothill Fields Bridewell for months, hoping to catch a glimpse of the now infamous Toft. By this time she had become quite ill, and while incarcerated had her portrait drawn by John Laguerre. She was ultimately discharged on 8 April 1727, as it was unclear as to what charge should have been made against her. The Toft family made no profit from the affair, and Mary Toft returned to Surrey. In February 1728 (recorded as 1727 Old Style), she gave birth to a daughter, Elizabeth, noted in the Godalming parish register as her "first child after her pretended Rabett-breeding." Little is known of Toft's later life. She briefly reappeared in 1740 when she was imprisoned for receiving stolen goods. She died in 1763, and her obituary ran in London newspapers alongside those of aristocrats. She was buried in Godalming on 13 January 1763. The case was cited by Robert Walpole's opponents as symbolising the age, which they perceived as greedy, corrupt and deceitful. One author, writing to the Prince of Wales's mistress, suggested the story was a political portent of the approaching death of the prince's father. On 7 January 1727 Mist's Weekly Journal satirised the matter, making several allusions to political change, and comparing the affair to the events of 1641 when Parliament began its revolution against King Charles I. The scandal provided the writers of Grub Street with enough material to produce pamphlets, squibs, broadsides and ballads for several months. With publications such as St. André's Miscarriage (1727) and The anatomist dissected: or the man-midwife finely brought to bed (1727) satirists scorned the objectivity of men-midwives, and critics of Toft's attendants questioned their integrity, undermining their profession with sexual puns and allusions. The case raised questions about England's status as an "enlightened" nation—Voltaire used the case in his brief essay Singularités de la nature to describe how the Protestant English were still influenced by an ignorant Church. Toft did not escape the ire of the satirists, who concentrated mainly on sexual innuendo. Some took advantage of a common 18th-century word for a rabbit track—prick—and others were scatological in nature. However, Much Ado about Nothing; or, A Plain Refutation of All that Has Been Written or Said Concerning the Rabbit-Woman of Godalming (1727) is one of the more cutting satires on Toft. The document supposes to be the confession of 'Merry Tuft', "... in her own Stile and Spelling". Poking fun at her illiteracy, it makes a number of obscene suggestions hinting at her promiscuity—"I wos a Wuman as had grate nattural parts, and a large Capassiti, and kapible of being kunserned in depe Kuntrivansis." The document also ridicules several of the physicians involved in the affair, and reflects the general view portrayed by the satirists that Toft was a weak woman and the least complicit of "the offenders" (regardless of her guilt). The notion contrasts with that expressed of her before the hoax was revealed and may indicate an overall strategy to disempower Toft completely. This is reflected in one of the most notable satires of the affair, Alexander Pope and William Pulteney's anonymous satirical ballad The Discovery; or, The Squire Turn'd Ferret. Published in 1726 and aimed at Samuel Molyneux, it rhymes "hare" with "hair", and "coney" with "cunny". The ballad opens with the following verse: > > Most true it is, I dare to say, E'er since the Days of Eve, The weakest Woman sometimes may The wisest Man deceive.
73,640,142
Taxi Driver (Alexander McQueen collection)
1,172,594,975
1993 fashion collection
[ "1990s fashion", "Alexander McQueen collections", "British fashion", "March 1993 events in the United Kingdom" ]
Taxi Driver (Autumn/Winter 1993) is the second collection by British designer Alexander McQueen for his eponymous fashion house. It was named for the 1976 film Taxi Driver, and his father, a London taxicab driver. McQueen developed the collection following his 1992 graduation from Central Saint Martins art school. At the time he was unemployed and seeking a job in the fashion industry; although he was reluctant to launch his own company, he worked on designs to pass the time. The collection included experimental techniques and silhouettes, most notably the bumster trouser, whose extremely low waist exposed the top of the intergluteal cleft. In lieu of a traditional fashion show, Taxi Driver was exhibited in a room at the Ritz Hotel during London Fashion Week in March 1993. McQueen was one of six young designers funded by the British Fashion Council that year. Aided by magazine editor Isabella Blow, who took it upon herself to promote McQueen, the collection garnered positive reviews. When the exhibition ended, McQueen packed the clothing into bin bags, went clubbing, and left the bags hidden in the rubbish behind the club. When he returned the next day, the rubbish had been removed. Nothing remains of the collection. ## Background British designer Alexander McQueen (born Lee Alexander McQueen) was known in the fashion industry for his imaginative, sometimes controversial, designs and dramatic fashion shows. The son of a London taxicab driver and a teacher, he grew up in one of the poorer neighborhoods in London's East End. He began his career in fashion as an apprentice with Savile Row tailors Anderson & Sheppard before briefly joining Gieves & Hawkes as a pattern cutter. His work on Savile Row earned him a reputation as an expert tailor. In September 1990, at the age of 21, he was accepted to the masters-level course in fashion design at Central Saint Martins (CSM), a London art school. McQueen met a number of his future collaborators at CSM, including Simon Ungless, with whom he later lived. He graduated with his master's degree in fashion design in 1992. His graduation collection, Jack the Ripper Stalks His Victims, was bought in its entirety by magazine editor Isabella Blow, who became his mentor and his muse. ## Creation of label and collection ### Label Following his graduation from CSM in 1992, McQueen's friends wanted him to start his own label. He was concerned about the difficulty involved in launching a new business, and was more interested in landing a job with an existing fashion house. He had interviews, but nothing came of them. At times, he worked as Blow's assistant, but mainly subsisted on unemployment benefits. In the meantime, he spent his time experimenting with designs, working closely with housemate Ungless, who was focused on prints. Eventually McQueen ended up with enough pieces to call a collection, decided to launch a small design label, and found himself in need of a name for his nascent company. McQueen chose to design under his middle name, rather than his given name of Lee, resulting in the brand name Alexander McQueen. Blow was fond of taking credit for this decision, saying that Alexander was a more aristocratic-sounding name than Lee. McQueen claimed it was his idea to use a different name so that the unemployment benefits he was claiming as Lee McQueen would not get cut off. For the clothing tag, he re-used a concept from Jack the Ripper: clear plastic squares with locks of his own hair inside. This referenced the practice of Victorian-era prostitutes selling locks of hair as well as the general practice of people keeping a lock of hair as a memento or trophy. ### Collection Taxi Driver comprised some 26 pieces: 13 brand-new designs, in addition to concepts reworked from Jack the Ripper and other miscellaneous items. Many designs featured the sharp tailoring that became a McQueen signature. The clothes in the collection were made with unconventional techniques and materials, partially because McQueen and Ungless could rarely afford to buy decent fabric. McQueen used liquid latex to finish the edges of some garments rather than sewing a hem. He made a tank top of two layers of a clear plastic shower curtain, with partridge feathers wedged inside. Another garment had feathers lined up vertically around the collar, obscuring the face. The feathers were supplied by Ungless, whose father was a gamekeeper. Ungless created a series of prints for the collection from photos of missing and murdered people, rendered in black and white on cheap cotton; this became a skater skirt and a top. He printed an image of Robert De Niro as Travis Bickle from the 1976 film Taxi Driver on grey taffeta, from which McQueen made a tailored jacket or vest. The most significant concept in the collection is the bumster trouser, a brand-new design whose extremely low waist exposed the top of the intergluteal cleft. Creating a completely new silhouette is a rarity in fashion, and a significant achievement. McQueen later described the bumsters as an effort to demonstrate how the cut of a garment could radically change the appearance of the body. The other individual item of note was called the "Scarlet Pimpernel coat", priced at £800. This was a grey coatdress with a jewelled collar and a cut right down the back that showed the wearer's whole spine. The collar alone took two weeks of work. The collection's title references both the film Taxi Driver and McQueen's taxicab driver father, although he only admitted to the latter much later. Andrew Groves, a fellow designer and early boyfriend of McQueen's, believed it was named to honour McQueen's father. Ungless dismissed this idea, recalling that the collection was named after the film, because he and McQueen thought "De Niro looked incredibly fuckable" as Travis Bickle. ## Sales efforts and exhibition Blow had connections with fashion retailers, and she took him to various buyers hoping to secure orders. Joan Burstein, co-owner of Browns, a London boutique, recalled that the pieces were brought to her in a bin bag. She turned the clothing down, but told Blow that McQueen had talent worth working on. McQueen's friends Cressida Pye and Alice Smith, who had known him since 1992, had opened a fashion recruitment agency – essentially a matchmaking service that attempted to match designers with jobs at existing fashion houses. In an effort to promote McQueen's work to buyers, they held showings of Taxi Driver at their agency in Covent Garden in late February 1993. Because of the slumping economy, few designers presented runway shows during London Fashion Week in early March 1993. The British Fashion Council provided funding for new designers to exhibit their collections at the Ritz Hotel in London in lieu of fashion shows, and McQueen was one of six successful applicants. Journalist Dana Thomas described the exhibition as "a bit of a ramshackle circus". McQueen had no money for staging, so the clothing was simply hung on whatever hangers he could find. He neglected his own appearance, meeting buyers and journalists in clothes that were torn or paint-splattered, and was often defensive when people made comments about the unusual designs. Once again, Blow took charge of promotion, corralling exhibition visitors into seeing McQueen's display. Alice Smith wore a feather-collared bustier from the collection for a photo shoot with The Daily Telegraph in early March. On the taxi ride home, it shed feathers everywhere. Neither Smith nor McQueen wanted to deal with it, so she left it behind in the cab. On the day the exhibition ended, McQueen and Ungless packed the garments up into bin bags. They went dancing at a nightclub to celebrate; reluctant to pay the cloakroom fees, they hid the bags among the rubbish behind one of the clubs, started drinking, and promptly forgot about them. By the time McQueen returned the next morning, rubbish collectors had removed everything. Nothing remains of the collection. ## Reception and legacy Lucinda Alford at The Observer wrote that the collection demonstrated McQueen's pattern-cutting skills with "some of the most interesting cuts around", and said that some of the garments, including the Scarlet Pimpernel coat, "could be works of art in their own right". She noted the combination of historicist references and futuristic concepts; McQueen relied on both throughout his career. Nilgin Yusuf at The Sunday Times said "McQueen is one of a new breed of British designers strong on craftsmanship and with a developing business sense who herald a renaissance in the much maligned British fashion industry." Iain R. Webb of The Times agreed, listing McQueen as one of a number of new designers whose "designs are unequivocably of today; their names should be world famous tomorrow". Writing in 2009, fashion journalist Sarah Mower recalls the Taxi Driver collection as the moment British fashion started to recover from a slump that began with the Black Monday stock market crash of 1987. Curator Andrew Bolton remembered the bumster as "one of the garments that, very early on, would make his reputation as this provocateur". Journalist Susannah Frankel agreed; in a 2015 essay about McQueen's early years, she wrote that the collection "showcased many of the signature traits with which McQueen would make his name". Academic Chris McWade argued that Taxi Driver had been integrated into the mythology that surrounded McQueen: the complete loss of such an early collection "adds to the spectral quality and sense of loss that overarches his identity as a public figure". When the Metropolitan Museum of Art began arranging the retrospective Alexander McQueen: Savage Beauty, they contacted Smith in the hope that she still owned the feathered bustier from the Telegraph shoot. Although nothing remains of the clothing, a collection overview and a price list from the archive of early McQueen employee Ruti Danan were auctioned in 2020. The overview sold for \$250, while the price list sold for \$2,505.
23,316,558
Astraeus hygrometricus
1,146,112,061
Cosmopolitan species of fungus in the family Diplocystaceae.
[ "Boletales", "Fungi described in 1801", "Fungi of Asia", "Fungi of Australia", "Fungi of Colombia", "Fungi of Europe", "Fungi of North America", "Inedible fungi", "Medicinal fungi", "Plant morphology", "Taxa named by Christiaan Hendrik Persoon" ]
Astraeus hygrometricus, commonly known as the hygroscopic earthstar, the barometer earthstar, or the false earthstar, is a species of fungus in the family Diplocystaceae. Young specimens resemble a puffball when unopened. In maturity, the mushroom displays the characteristic earthstar shape that is a result of the outer layer of fruit body tissue splitting open in a star-like manner. The false earthstar is an ectomycorrhizal species that grows in association with various trees, especially in sandy soils. A. hygrometricus was previously thought to have a cosmopolitan distribution, though it is now thought to be restricted to Southern Europe, and Astraeus are common in temperate and tropical regions. Its common names refer to the fact that it is hygroscopic (water-absorbing), and can open up its rays to expose the spore sac in response to increased humidity, and close them up again in drier conditions. The rays have an irregularly cracked surface, while the spore case is pale brown and smooth with an irregular slit or tear at the top. The gleba is white initially, but turns brown and powdery when the spores mature. The spores are reddish-brown, roughly spherical with minute warts, measuring 7.5–11 micrometers in diameter. Despite a similar overall appearance, A. hygrometricus is not related to the true earthstars of genus Geastrum, although historically, they have been taxonomically confused. The species was first described by Christiaan Hendrik Persoon in 1801 as Geastrum hygrometricus. In 1885, Andrew P. Morgan proposed that differences in microscopic characteristics warranted the creation of a new genus Astraeus distinct from Geastrum; this opinion was not universally accepted by later authorities. Several Asian populations formerly thought to be A. hygrometricus were renamed in the 2000s once phylogenetic analyses revealed they were unique Astraeus species, including A. asiaticus and A. odoratus. Similarly, in 2013, North American populations were divided into A. pteridis, A. morganii, and A. smithii on the basis of molecular phylogentics. This research suggests that the type specimen of Astraeus hygrometricus originates in a population restricted to Europe between Southern France and Turkey, with A. telleriae found nearby in Spain and Greece. Research has revealed the presence of several bioactive chemical compounds in Astraeus fruit bodies. North American field guides typically rate A. hygrometricus as inedible; while this may be accurate for the now-separate North American species, A. hygrometricus is commonly consumed in South and Southeast Asia. ## Taxonomy, naming, and phylogeny Because this species resembles the earthstar fungi of Geastrum, it was placed in that genus by early authors, starting with Christian Hendrik Persoon in 1801 (as Geaster, an alternate spelling of Geastrum). According to the American botanist Andrew P. Morgan, however, the species differed from those of Geastrum in not having open chambers in the young gleba, having larger and branched capillitium threads, not having a true hymenium, and having larger spores. Accordingly, Morgan set Persoon's Geaster hygrometricum as the type species of his new genus Astraeus in 1889. Despite Morgan's publication, some authorities in the following decades continued to classify the species in Geastrum. The New-Zealand based mycologist Gordon Herriot Cunningham explicitly transferred the species back to the genus Geastrum in 1944, explaining: > The treatment of this species by certain taxonomists well illustrates the pitfalls that lie in wait for those who worship at the shrine of ontogenic classification ... The only feature of those outlined in which the species differs from others of Geastrum is the somewhat primitive hymenium. In the developing plant the glebal cavities are separated by tramal plates so tenuous as to be overlooked by the uncritical worker. Each cavity is filled with basidia somewhat irregularly arranged in clusters (like those of Scleroderma) and not in the definite palisade of the species which have been studied. This difference disappears as maturity is reached, when plants resemble closely the fructification of any other member of the genus. The taxonomist is then unable to indicate any point of difference by which "Astraeus" may be separated from Geastrum, which indicates that the name should be discarded. Cunningham's treatment was not followed by later authorities, who largely considered Astraeus a distinct genus. According to the taxonomical authority MycoBank, synonyms of Astraeus hygrometricus include Lycoperdon stellatus Scop. (1772); Geastrum fibrillosum Schwein. (1822); Geastrum stellatum (Scop.) Wettst. (1885); and Astraeus stellatus E.Fisch. (1900). Astraeus hygrometricus has been given a number of colloquial names that allude to its hygroscopic behavior, including the "hygrometer earthstar", the "hygroscopic earthstar", the "barometer earthstar", and the "water-measure earthstar". The resemblance to Geastrum species (also known as true earthstars) accounts for the common name "false earthstar". The specific name is derived from the Greek words ὑγρός (hygros) 'wet' and μέτρον (metron) 'measure'. The German Mycological Society selected the species as their "Mushroom of the Year" in 2005. Studies in the 2000s showed that several species from Asian collection sites labelled under the specific epithet hygrometricus were actually considerably variable in a number of macroscopic and microscopic characteristics. Molecular studies of the DNA sequences of the ITS region of the ribosomal DNA from a number of Astraeus specimens from around the world have helped to clarify phylogenetic relationships within the genus. Based on these results, two Asian "hygrometricus" populations have been described as new species: A. asiaticus and A. odoratus (synonymous with Petcharat's A. thailandicus described in 2003). Preliminary DNA analyses suggests that the European A. hygrometricus described by Persoon is a different species than the North American version described by Morgan, and that the European population may be divided into two distinct phylotypes, from France (A. hygrometricus) and from the Mediterranean (A. telleriae). A follow-up analysis from 2013 named two new North American species: A. morganii from the Southern US and Mexico and A. smithii from the Central and Northern United States, and grouped western US specimens in A. pteridis. A 2010 study identified a Japanese species, previously identified as A. hygrometricus, as genetically distinct; it has yet to be officially named. A form of the species found in Korea and Japan, A. hygrometricus var. koreanus, was named by V.J. Stanĕk in 1958; it was later (1976) published as a distinct species—A. koreanus—by Hanns Kreisel. As pointed out by Fangfuk and colleagues, clarification of the proper name for this taxon must await analysis of A. hygrometricus var. koreanus specimens from the type locality in North Korea. ## Description Young specimens of A. hygrometricus have roughly spherical fruit bodies that typically start their development partially embedded in the substrate. A smooth whitish mycelial layer covers the fruit body, and may be partially encrusted with debris. As the fruit body matures, the mycelial layer tears away, and the outer tissue layer, the exoperidium, breaks open in a star-shaped (stellate) pattern to form 4–20 irregular "rays". This simultaneously pushes the fruit body above ground to reveal a round spore case enclosed in a thin papery endoperidium. The rays open and close in response to levels of moisture in the environment, opening up in high humidity, and closing when the air is dry. This is possible because the exoperidium is made of several different layers of tissue; the innermost, fibrous layer is hygroscopic, and curls or uncurls the entire ray as it loses or gains moisture from its surroundings. This adaptation enables the fruit body to disperse spores at times of optimum moisture, and reduce evaporation during dry periods. Further, dry fruit bodies with the rays curled up may be readily blown about by the wind, allowing them to scatter spores from the pore as they roll. The fruit body is 1–8 cm (0.5–3 in) in diameter from tip to tip when expanded. The exoperidium is thick, and the rays are typically areolate (divided into small areas by cracks and crevices) on the upper surface, and are dark grey to black. The spore case is sessile (lacking a stalk), light gray to tan color and 1 to 3 cm (0.4 to 1.2 in) broad with a felt-like or scurfy (coated with loose scaly crust) surface; the top of the spore case is opened by an irregular slit, tear or pore. The interior of the spore case, the gleba, is white and solid when young, and divided into oval locules—a characteristic that helps to distinguish it from Geastrum. The gleba becomes brown and powdery as the specimen matures. Small dark hairlike threads (rhizomorphs) extend from the base of the fruit body into the substrate. The rhizomorphs are fragile, and often break off after maturity. The spores are spherical or nearly so, reddish-brown, thick-walled and verrucose (covered with warts and spines). The spores' dimensions are 7–11 μm; the warts are about 1 μm long. The spores are non-amyloid, and will not stain with iodine from Melzer's reagent. The use of scanning electron microscopy has shown that the spines are 0.90–1.45 μm long, rounded at the tip, narrow, tapered, and sometime joined at the top. The capillitia (masses of thread-like sterile fibers dispersed among the spores) are branched, 3.5–6.5 μm in diameter, and hyaline (translucent). The basidia (spore-bearing cells) are four- to eight-spored, with very short sterigmata. The basidia are arranged in long strings of clusters; individual basidia measure 11–15 by 18–24 μm. The threads of the capillitia arise from the inner surface of the peridium, and are thick-walled, long, interwoven, and branched, measuring 3–5.5 μm thick. The exoperidium (the outer layer of tissue, comprising the rays) is made of four distinct layers of tissue: the mycelial layer contains branched hyphae that are 4–6 μm in diameter; the hyphae of the fibrous layer are 6–8 μm diameter and branched; the collenchyma-type layer has branched hyphae of 3–4 μm diameter; the soft layer contains hyphae that are 3–6 μm in diameter. ### Edibility North American sources list A. hygrometricus as inedible, in some cases because of its toughness. However, they are regularly consumed in Nepal and South Bengal, where "local people consume them as delicious food". They are collected from the wild and sold in the markets of India. A study of a closely related southeast Asian Astraeus species concluded that the fungus contained an abundance of volatile eight-carbon compounds (including 1-octanol, 1-octen-3-ol, and 1-octen-3-one) that imparted a "mushroom-like, earthy, and pungent odor that was evident as an oily and moss-like smell upon opening the caps". The study's authors further noted that the fruit bodies after cooking have a "roasted, maillard, herbal, and oily flavor". Volatile compounds detected after cooking the mushroom samples included furfural, benzaldehyde, cyclohexenone, and furanyl compounds. The regional differences in opinions on edibility are from sources published before it was known that North American and Asian versions of A. hygrometricus were not always the same; in some cases Asian specimens have been identified as new species, such as A. asiaticus and A. odoratus. ## Similar species Although A. hygrometricus bears a superficial resemblance to members of the "true earthstars" Geastrum, it may be readily differentiated from most by the hygroscopic nature of its rays. Hygroscopic earthstars include G. arenarium, G. corollinum, G. floriforme, G. recolligens, and G. kotlabae. Unlike Geastrum, the young fruit bodies of A. hygrometricus do not have a columella (sterile tissue in the gleba, at the base of the spore sac). Geastrum tends to have its spore sac opening surrounded by a peristome or a disc, in contrast with the single lacerate slit of A. hygrometricus. There are also several microscopic differences: in A. hygrometricus, the basidia are not arranged in parallel columns, the spores are larger, and the threads of the capillitia are branched and continuous with the hyphae of the peridium. Despite these differences, older specimens can be difficult to distinguish from Geastrum in the field. One species of Geastrum, G. mammosum, does have thick and brittle rays that are moderately hygroscopic, and could be confused with A. hygrometricus; however, its spores are smaller than A. hygrometricus, typically about 4 μm in diameter. Astraeus pteridis is larger, 5 to 15 cm (2 to 6 in) or more when expanded, and often has a more pronounced areolate pattern on the inner surface of the rays. It is found in North America and the Canary Islands. A. asiaticus and A. odoratus are two similar species known from throughout Asia and Southeast Asia, respectively. A. odoratus is distinguished from A. hygrometricus by a smooth outer mycelial layer with few adhering soil particles, 3–9 broad rays, and a fresh odor similar to moist soil. The spore ornamentation of A. odoratus is also distinct from A. hygrometricus, with longer and narrower spines that often joined. A. asiaticus has an outer peridial surface covered with small granules, and a gleba that is purplish-chestnut in color, compared to the smooth peridial surface and brownish gleba of A. hygrometricus. The upper limit of the spore size of A. asiaticus is larger than that of its more common relative, ranging from 8.75 to 15.2 μm. A. koreanus (sometimes named as the variety A. hygrometricus var. koreanus; see Taxonomy) differs from the more common form in its smaller size, paler fruit body, and greater number of rays; microscopically, it has smaller spores (between 6.8 and 9 μm in diameter), and the spines on the spores differ in length and morphology. It is known from Korea and Japan. ## Habitat, distribution, and ecology Astraeus hygrometricus is an ectomycorrhizal fungus and grows in association with a broad range of tree species. The mutualistic association between tree roots and the mycelium of the fungus helps the trees extract nutrients (particularly phosphorus) from the earth; in exchange, the fungus receives carbohydrates from photosynthesis. In North America, associations with oak and pine are usual, while in India, it has been noted to grow commonly with chir pine (Pinus roxburghii) and sal (Shorea robusta). The false earthstar is found on the ground in open fields, often scattered or in groups, especially in nutrient-poor, sandy or loamy soils. It has also been reported to grow on rocks, preferring acid substrates like slate and granite, while avoiding substrates rich in lime. In Nepal, fruit bodies have been collected at elevations of 3,000 m (9,800 ft). Fruit bodies typically appear in autumn, although the dry fruit bodies are persistent and may last up to several years. Gelatinipulvinella astraeicola is a leotiaceous fungus with minute, gelatinous, pulvinate (cushion-shaped) apothecia, known to grow only on the inner surface of the rays of dead Astraeus species, including A. hygrometricus. The genus has a cosmopolitan distribution except for arctic, alpine and cold temperate regions; it is common in temperate and tropical regions of the world. It has been collected in Africa, Asia, Australia, Europe, North America, and South America. ## Bioactive compounds Mushroom polysaccharides from a number of species have attracted research interest for their immunomodulatory and antitumor properties. Extracts from A. hygrometricus containing the polysaccharide named AE2 were found to inhibit the growth of several tumor cell lines in laboratory tests, and stimulated the growth of splenocytes, thymocytes, and bone marrow cells from mice. The extract also stimulated mouse cells associated with the immune system; specifically, it enhanced the activity of mouse natural killer cells, stimulated macrophages to produce nitric oxide, and enhanced production of cytokines. The activation of macrophages by AE2 might be mediated by a mitogen-activated protein kinase pathway of signal transduction. AE2 is made of the simple sugars mannose, glucose, and fucose in a 1:2:1 ratio. In addition to the previously known steroid compounds ergosta-7,22-diene-3-ol acetate and ergosta-4,6,8-(14),22-tetraene-3-one, three unique triterpenes—derivatives of 3-hydroxy-lanostane—have been isolated from fruit bodies of A. hygrometricus. The compounds, named astrahygrol, 3-epi-astrahygrol, and astrahygrone (3-oxo-25S-lanost-8-eno-26,22-lactone), have δ-lactone (a six-membered ring) in the side chain—a chemical feature previously unknown in the basidiomycetes. A previously unknown steryl ester (3β, 5α-dihydroxy-(22E, 24R)-ergosta-7,22-dien-6α-yl palmitate) has been isolated from mycelia grown in liquid culture. The compound has a polyhydroxylated ergostane-type nucleus. Ethanol extracts of the fruit body are high in antioxidant activity, and have been shown in laboratory tests to have anti-inflammatory activity comparable to the drug diclofenac. Studies with mouse models have also demonstrated hepatoprotective (liver-protecting) ability, possibly by restoring diminished levels of the antioxidant enzymes superoxide dismutase and catalase caused by experimental exposure to the liver-damaging chemical carbon tetrachloride. ## Traditional beliefs This earthstar has been used in traditional Chinese medicine as a hemostatic agent; the spore dust is applied externally to stop wound bleeding and reduce chilblains. Two Indian forest tribes, the Baiga and the Bharia of Madhya Pradesh, have been reported to use the fruit bodies medicinally. The spore mass is blended with mustard seed oil, and used as a salve against burns. The Blackfoot of North America called the fungus "fallen stars", considering them to be stars fallen to the earth during supernatural events. ## See also - Medicinal mushrooms
62,031,299
Simonie Michael
1,170,126,449
Canadian Inuit politician (1933–2008)
[ "1933 births", "2008 deaths", "Animal artists", "Inuit from Nunavut", "Inuit from the Northwest Territories", "Inuit politicians", "Members of the Legislative Assembly of the Northwest Territories", "Politicians in Nunavut" ]
Simonie Michael (Inuktitut: ᓴᐃᒨᓂ ᒪᐃᑯᓪ; first name also spelled Simonee, alternative surnames Michel or E7-551; March 2, 1933 – November 15, 2008) was a Canadian politician from the eastern Northwest Territories (now Nunavut) who was the first Inuk elected to a legislature in Canada. Before becoming involved in politics, Michael worked as a carpenter and business owner, and was one of very few translators between Inuktitut and English. He became a prominent member of the Inuit co-operative housing movement and a community activist in Iqaluit, and was appointed to a series of governing bodies, including the precursor to the Iqaluit City Council. After becoming the first elected Inuk member of the Northwest Territories Legislative Council, in 1966, Michael worked on infrastructural and public health initiatives. He is credited with bringing public attention to the dehumanizing effects of the disc number system that was used in place of surnames for Inuit, and with prompting the government to authorise Project Surname to replace the numbers with names. ## Early life Michael was born between Kimmirut (then Lake Harbour) and Iqaluit (then Frobisher Bay), and was described as being from Apex, Iqaluit. His step-father, Tigullagaq, worked for the Hudson's Bay Company. While Michael was a child during World War II, the United States Army Air Force constructed several air bases around Iqaluit, and employed him in a series of jobs: as a dish washer, cook, stock boy, quartermaster, and later a heavy equipment operator. The military airfield construction would lead to the development of the city of Iqaluit, but it left Michael with several negative impressions. He would later say that the American military did not provide compensation for much of the labour that Inuit workers performed, including three months of work transporting wood. He also recalled that when Inuit residents were relocated to a nearby island to make space for the military construction projects, no means of transportation were given for them to travel between the island and the mainland. Despite the policy of racial separation enforced by the Royal Canadian Mounted Police in Iqaluit during the 1940s and into the 1950s, Michael was one of the residents who worked in various jobs for the American military, and he was able to learn English through that work. By the time he was 15 or 16 he had become noted for his skill as a translator. He has been described as the only Inuk in Iqaluit who could translate between Inuktitut and English in the mid-1950s, though some sources mention other translators around the same time. While working at the American military base, Michael became close friends with Joe Tikivik, who would later become his business partner. Over the following years employees of the Canadian government working in and near Iqaluit sought out Michael because of his knowledge of English, so he had numerous early interactions with the Canadian government. Around the time that Michael began working as a government interpreter he also got married. At the start of the marriage he and his wife lived with her mother and father. ## Employment and activism Before his election to the Northwest Territories Legislative Council at the age of 33, Michael worked as a carpenter, and ran a taxi and bus service. Together with Abe Okpik and Joe Tikivik, Michael also founded Inuk Ltd., a cleaning and construction company that at one time had 50 employees. Michael was a prominent activist in Iqaluit. He founded a housing co-operative that built 15 new houses in Iqaluit, at a time when the co-operative housing movement was a major focus of Inuit activism and would quickly become the largest private sector employer of Indigenous people. In 1956, Michael and his wife became the first residents of Iqaluit to have an insulated house constructed. Michael was also a sculptor, producing several carvings of animals. Several of his sculptures have been sold at auction, and some of his sculptures have been housed in the University of Lethbridge Art Gallery. Before Michael's candidacy for territory-wide office, Ronald Duffy writes that he already "had been named to just about every Iqaluit council and board in which Inuit [had] a voice". This included the municipal council that preceded the Iqaluit City Council. Michael was also one of two Inuuk chosen in 1953 to attend the Coronation of Elizabeth II as representatives of Canada. ## Campaign and election Michael was encouraged to run in the 1966 by-election to the Northwest Territories Legislative Council by Stu Hodgson, later the Commissioner of the Northwest Territories. The creation of several new districts, increasing the legislative body up to 13 members, had left three openings for one-year terms to the council without any incumbents. Michael contested the election in the Eastern Arctic district against two non-Inuit candidates – Welland Phipps ("Weldy"), the president of Atlas Aviation, and Gordon Rennie, Iqaluit mayor and manager of the Hudson's Bay Company store – and he was elected to the 5th Northwest Territories Legislative Council. Michael's election made him the first elected Inuk legislator in a Canadian province or territory, preceding Peter Ittinuar's election as the first Inuit member of the federal government. Some sources have identified Michael as the first elected Aboriginal Canadian, but others had been elected before, such as Frank Calder. Though Michael was Canada's first elected Inuit legislator, he was its second Inuit legislator overall, since Abe Okpik had been appointed to the Northwest Territories Legislative Council in 1965. ## Legislative career ### First speech Michael's inaugural speech to the Legislative Assembly lasted 90 minutes and was given in Inuktitut. In this inaugural speech, he argued that discriminatory practices remained common in the Northwest Territories, despite the council having passed legislation outlawing discrimination. As an example he mentioned the Arctic Circle Club lounge, in which Inuit were not permitted to drink. The lounge ended that policy shortly after Michael's speech. However, in response to Michael speaking in Inuktitut, the legislature adopted a rule that all subsequent comments to the assembly would have to be in English. ### Project Surname The issue that Michael is most closely identified with is the first legislative action on the question of Inuit disc numbers. In the 1940s, the Government of Canada had decided that it was unable to track Inuit using their traditional names, and it assigned numbers to each individual Inuk using a type of dog tag system. Michael spoke out against this system in the Legislative Assembly, explaining that his mail was sent to Simonie E7-551 rather than Simonie Michael, and protesting to the Commissioner of the Northwest Territories that his mail should be sent to his full name. Although this issue had been raised previously by Abe Okpik in the Legislative Assembly and was becoming increasingly salient, Michael is widely credited with attracting the attention of the press and prompting the government to pass a motion authorizing Project Surname, in which Okpik spent the years between 1968 and 1971 travelling throughout the Northwest Territories and recording each Inuk's preferred surname to replace their disc numbers. Michael's speech about the disc number system to the territorial council has been identified as the trigger that led to the system's end. ### Health and infrastructure Michael was involved in several motions pertaining to infrastructure and health in the legislature. In response to a rise in alcoholism, he prompted a referendum that restricted the availability of liquor in Iqaluit in the late 1960s. He pushed for the creation of infrastructure that would make health care more available in Iqaluit, since the prevailing practice was to take those in need of major medical care away from Iqaluit to medical centres elsewhere, which caused sick people to undergo travel and to remain separate from their family and community during their treatment. ### Housing Michael made housing a major legislative focus. In 1969, he was involved in legislation to improve living conditions at Clyde River. The town there was home to 210 people, but was built on top of a layer of muskeg that covered permafrost, which made building a major challenge and water drainage a perennial concern. There was poor health care availability, and an overcrowded school that housed 88 students, more than it had the resources to accommodate. Michael was active in legislative discussions on how to address these challenges through a large-scale building program. Michael also toured the Belcher Islands in 1969 with Stu Hodgson. Finding the housing situation there to be one of the worst in the Northwest Territories, he wrote to the federal government and advocated for 20 new permanent houses to be built there. These efforts, and those of the Commissioner of the Northwest Territories, prompted the federal government to study the situation and ultimately provide materials for emergency housing. ## Subsequent life and legacy After serving for four years in the legislature, Michael was succeeded by Bryan Pearson as the representative for the Eastern Arctic district in 1970. After leaving government, several of Michael's small sculptures of animals were sold at auction, and he gave some interviews about his life. He died in Iqaluit on November 15, 2008, at the age of 75. Michael was elected only sixteen years after Inuit gained the right to vote in 1950, and only six years after the franchise was truly expanded in 1960 by making ballot boxes widely available in Inuit communities. This expansion of voting rights remained controversial; for example, in 1962, then-Senator Thomas Crerar called it an "error" and advocated revoking the right for Inuit in the eastern Arctic to vote. The year 1967, when Michael began to serve in the legislative council of the Northwest Territories, was also the first that the council met permanently in the north; previously it had moved around the territories, often meeting in Ottawa and governing the Northwest Territories remotely from there. Given this context, Eva Aariak, the Premier of Nunavut, described Michael's election as "an important step forward in the evolution of our territory and its democratic institutions." Similarly, the academics Peter Kulchyski and Frank James Tester identify Michael as an important member of a "unique" generation of Inuit leaders "who seized their time to forge a new politics in the arctic", and whose leadership "deserves special recognition". As the first elected Inuk in a Canadian legislature, Michael described his role as "telling white people about the Eskimo". Michael was a recipient of the Queen Elizabeth II Golden Jubilee Medal in 2002. Two roads were named after him in Apex: Simonie Michael Crescent, and Simonie Michael Lane. In 2020, a boat that was owned by Michael was at Apex beach, and there were proposals to preserve it.
299,461
Neutral Milk Hotel
1,172,142,068
American indie rock band
[ "1989 establishments in Louisiana", "Indie rock musical groups from Louisiana", "Lo-fi music groups", "Merge Records artists", "Musical groups disestablished in 1998", "Musical groups disestablished in 2015", "Musical groups established in 1989", "Musical groups reestablished in 2013", "The Elephant 6 Recording Company artists" ]
Neutral Milk Hotel was an American band formed in Ruston, Louisiana, by musician Jeff Mangum. They were active from 1989 to 1998, and then from 2013 to 2015. The band's music featured a deliberately low-quality sound, influenced by indie rock and psychedelic folk. Mangum wrote surreal and opaque lyrics that covered a wide range of topics, including love, spirituality, nostalgia, sex, and loneliness. He and the other band members played a variety of instruments, including non-traditional instruments like the singing saw and uilleann pipes. Neutral Milk Hotel began as one of Mangum's home recording projects. After graduating high school, Mangum lived as a vagabond and sporadically released music. In 1996, he worked with childhood friend Robert Schneider to record the album On Avery Island, which received modest reviews and sold around 5,000 copies. Mangum recruited musicians Julian Koster, Jeremy Barnes, and Scott Spillane for the band's second album, In the Aeroplane Over the Sea. Its 1998 release received mostly positive, but not laudatory reviews. While on tour, the band's popularity grew through Internet exposure. This negatively affected Mangum, whose mental health began to deteriorate; he did not want to continue touring and Neutral Milk Hotel went on hiatus shortly after. During their hiatus, Neutral Milk Hotel gained a cult following and the critical standing of In the Aeroplane Over the Sea rose tremendously. Several music outlets such as Pitchfork and Blender called In the Aeroplane Over the Sea a landmark album for indie rock and one of the greatest albums of the 1990s. Many indie rock groups such as Arcade Fire and the Decemberists were influenced by Neutral Milk Hotel's eclectic music and earnest lyrics. Neutral Milk Hotel reunited in 2013 and undertook a reunion tour before another hiatus in 2015. ## History ### Early years Neutral Milk Hotel originated in Ruston, Louisiana, in the late 1980s as a home recording project of musician Jeff Mangum. Initially called Milk, Mangum made the recordings while in high school. Early Milk recordings, such as Invent Yourself a Shortcake and Beauty, were shared between Mangum and his friends Robert Schneider, Bill Doss, and Will Cullen Hart. The four friends branded these homemade cassette tapes with an imaginary record label, Elephant 6, which eventually grew into a loose musical collective. When Mangum learned of another band called Milk, he changed the name of the project to Neutral Milk Hotel, based on a name Hart had suggested. After graduating from high school, Mangum attended Louisiana Tech University, but dropped out. He moved to Athens, Georgia, and played in a band called Synthetic Flying Machine with Doss and Hart, but left shortly after the band was formed. He then became a vagabond, and lived in cities such as Denver, Los Angeles, and Seattle. Mangum occasionally recorded music during this period, including a 1993 demo album titled Hype City Soundtrack. Schneider says Hype City Soundtrack was a reaction to what Mangum believed was the rampant commercialization of music within large cities. While living in Seattle, Mangum overcame his apprehensiveness about the music industry and released the song "Everything Is" on Cher Doll Records. The song's exposure convinced Mangum to record more music under the name Neutral Milk Hotel. According to Mangum: "The single was a godsend because I was pretty much at the end of my rope with just about everything in my life at that point ... I ended up sending a tape to [Nancy Ostrander] at Cher Doll Records and she saved me merely by saying she wanted to do a single." At the time, Mangum was also a bass guitarist for The Apples in Stereo, a band that Schneider formed while living in Denver. The members of the Apples in Stereo wanted to sign with SpinART Records, and met with their legal representative, Brian McPherson, in Los Angeles. McPherson was drawn to Mangum, who was wearing a Shrimper Records T-shirt. After learning that Mangum wrote "Everything Is", a song that McPherson had previously listened to and enjoyed, the two worked out an agreement for McPherson to become Neutral Milk Hotel's representative. McPherson sent copies of "Everything Is" and another song "Ruby-Bulbs" to Merge Records founders Laura Ballance and Mac McCaughan. The two liked the music, and added Neutral Milk Hotel to their roster. ### On Avery Island and expansion to a quartet Mangum moved to Denver to record the first Neutral Milk Hotel album, On Avery Island. Schneider served as the producer, and the recording sessions lasted from February to May 1995. Although Schneider was interested in an expansive Beatlesque production, he aligned with Mangum's preference for a lo-fi sound, admitting that "at first it was frustrating, but I came to enjoy it. That's how I learned to produce, doing that record, because I totally had to let go of what I thought it should be like." On Avery Island was released in the United States on March 26, 1996, by Merge Records, and in the United Kingdom on September 30, 1996, by Fire Records. It sold around 5,000 copies, which Merge considered a success. On Avery Island received positive reviews from critics, who characterized the music as lo-fi pop. Kurt Wolff of the Houston Chronicle described listening to the music as "a trippy experience," and ultimately called the album "a fresh, exciting standout." The British publication NME wrote: "Neutral Milk Hotel can convert miserable-as-sin introspection into folky mantras that bore into your skull like a well-aimed power drill." On Avery Island was ranked at number thirty-five on The Village Voice's Pazz & Jop poll for 1996. After the release of On Avery Island, Mangum sought other musicians to tour with. While living in Ruston, Mangum befriended New York musician Julian Koster. They exchanged demo tapes, and Koster joined Neutral Milk Hotel as the bassist. Around this period, Koster received a letter from Chicago drummer Jeremy Barnes, who wrote how he was not meeting the expectations he had set for himself. According to Koster: "Jeremy had written me this really wonderful letter, basically saying he was being led into a far different life than I think Jeremy Barnes was supposed to live ... I think he was sensing that his destiny lay elsewhere." The letter resonated with Koster and Mangum, and they traveled to Chicago to meet him. After a short audition, the two persuaded Barnes to drop out of DePaul University and join the band. The final band member came when Mangum was traveling to New York City to live with Koster. On a stop in Austin, Texas, Mangum met former Rustonian musician Scott Spillane, who was working at a pizza shop. Mangum helped make pizzas during the late-night "drunk rush", after which he convinced Spillane to join the band. The band members moved to New York City, and lived and rehearsed in a house owned by Koster's grandmother. Koster encouraged the band members to play instruments outside their comfort zones. For example, drummer Barnes learned to play the accordion, and Spillane learned how to play the horn parts from On Avery Island, practicing on a two-valve horn for hours every day. On April 28, 1997, Neutral Milk Hotel began a national tour, during which the band members learned to play as a unit. The On Avery Island tour generated enough money for the band members to afford to move to Athens, where a large group of Elephant 6 musicians were living. By the spring of 1997, Mangum had written and demoed nearly every song for a second album. He shared the demos with his bandmates before they moved to Denver to record the album. ### In the Aeroplane Over the Sea Neutral Milk Hotel's second album, In the Aeroplane Over the Sea, was produced by Schneider, and was recorded from July to September 1997. Schneider used new recording techniques to capture Mangum's lo-fi preferences. Mangum liked having a layer of distortion over the music, but Schneider did not use standard effects equipment such as Big Muffs or distortion pedals. Instead, Schneider used heavy compression and placed a Bellari RP-220 tube mic pre-amp close to Mangum's guitar. Schneider then ran the sound through a mixing console, and maxed out the sound on a cassette tape. This process was done for nearly every instrument used on In the Aeroplane Over the Sea. Schneider claimed that the nonlinearities of microphone distortion gave the album its unique "warm" quality. In the Aeroplane Over the Sea was released on February 10, 1998. Merge pressed 5,500 CD and 1,600 vinyl copies, and expected sales to be similar to On Avery Island. These initial projections were correct, as the album sold moderately well for the first few months. Critical responses to In the Aeroplane Over the Sea were mostly positive, but not laudatory. Rob Brunner of Entertainment Weekly praised the unique instrumentation and "bouncy pop melodies", but described some of the songs as "lifeless acoustic warblers." Pitchfork's M. Christian McDermott also commended the music, which he called a blend of "Sgt. Pepper with early 90s lo-fi" that he found "as catchy as it is frightening." A more negative review came from Ben Ratliff of Rolling Stone, who felt the heavy layer of distortion masked the absence of decent melodies. CMJ New Music Monthly ranked In the Aeroplane Over the Sea as the number one album of 1998, and it placed fifteenth in the Pazz & Jop poll for 1998. To promote the album, Neutral Milk Hotel embarked on a tour of North America and Europe. Musicians John Fernandes and Will Westbrook were brought on as touring members, and were taught how to play the horn parts with Spillane. While on tour, Neutral Milk Hotel gained a reputation for chaotic and physically demanding concerts. Great Lakes member Ben Crum recalled: "It was definitely dangerous. There often seemed to be a very real chance that someone, probably Julian, would get hurt. Jeff was always doing things like picking him up and throwing him into the drums." The band members often could not afford lodgings, and sometimes asked people in the audience if they could spend the night at their house, not realizing the homeowner was in fact terrified of them. ### Hiatus and cult following Some journalists have noted the release of In the Aeroplane Over the Sea coincided with the rise of the Internet. The album, and by extension Neutral Milk Hotel, became common fixtures on online message boards, and early music websites like Pitchfork gave the band an increased level of promotion. Their newfound high profile had a negative effect on Mangum, and his mental health began to deteriorate. He constantly told his bandmates that he wanted to quit, but never explained why. Some journalists have speculated he became tired of touring and constantly explaining his lyrics to fans; Elephant 6 biographer Adam Clair believes he may have been overwhelmed by the way fans viewed his music, and the high expectations placed upon any subsequent recordings. Regardless of the reason, Mangum came to the conclusion that he could not continue performing, and instead wanted to disappear from the public eye. Instead of telling the other band members of his decision, he simply avoided the topic of new music altogether. This led to the unofficial breakup of Neutral Milk Hotel shortly after the tour. The final Neutral Milk Hotel live performance occurred on October 13, 1998, in London. During the hiatus, Mangum occasionally worked on some projects, but nothing was widely publicized. When asked about a third Neutral Milk Hotel album in a 2002 interview, Mangum said: "I don't know. It would be nice, but sometimes I kind of doubt it." Although Neutral Milk Hotel did not officially break up, the other band members worked on music with other Elephant 6 bands such as Bablicon, the Gerbils, A Hawk and a Hacksaw, and the Music Tapes. Koster notes how he and the other band members initially thought the hiatus would be a short break to focus on their other musical projects. Koster recounted: "The fact that Neutral Milk wasn't doing something just felt natural, because so much else was happening, and we had just done so much. It didn’t feel unusual at all. I suspected nothing." Fans of Neutral Milk Hotel were not told why the band went on hiatus. Some were angry, and accused Mangum of being selfish, and others wrote hoax blog posts giving fake details of upcoming tours and other false information. The speculation and online discussions raised the profile of the band, to the point that Neutral Milk Hotel and, in particular, In the Aeroplane Over the Sea gained a cult following and converted Mangum into a larger-than-life figure. In 2003, Creative Loafing writer Kevin Griffis dedicated an entire cover story to trying to track down Mangum for personal closure. The search ended when Mangum sent him an email that read: "I'm not an idea. I am a person, who obviously wants to be left alone." Journalist Mark Richardson attempted to explain In the Aeroplane Over the Sea's rise in popularity: "Because [Mangum] was inaccessible, there was no outlet for connection other than the record itself and other fans who shared a passion. By doing nothing, Neutral Milk Hotel developed a cult." In the Aeroplane Over the Sea's critical standing rose tremendously in the years after its release, which journalist Luke Winkie attributes to the cult following. Domino Recording Company released a reissue in 2005, which was awarded a perfect 10/10 score by Mark Richardson of Pitchfork. Richardson wrote: "It's a record of images, associations, and threads; no single word describes it so well as the beautiful and overused kaleidoscope." Other music outlets such as AllMusic and the Encyclopedia of Popular Music also gave the album perfect scores. In the Aeroplane Over the Sea's sales figures increased during the 2000s, with an estimated 140,000 copies sold by 2005. Polygon writer Garrett Martin noted how fans of the album were "incredibly passionate", recording covers for YouTube, writing poetry, and forming tribute bands. Martin said: "The fanbase might be relatively small, but it's fervent." ### Reunion and second hiatus Mangum resurfaced in 2008 with a few solo shows before embarking on full solo tours in 2011 and 2012. During this time, Mangum curated a box set of Neutral Milk Hotel material, which included an extended play of unreleased songs titled Ferris Wheel on Fire. As Mangum was active again within the music industry, rumors began spreading among fans and music outlets of a potential Neutral Milk Hotel reunion. On April 29, 2013, Neutral Milk Hotel officially announced a reunion tour with all four members of the band. In an interview with Orlando Weekly, Schneider said: "[The hiatus] certainly wasn't purposeful, and I'm not sure [Mangum] even realized he was being a recluse until it was overwhelmingly the case that everyone was talking about it. I've known for seven years that he was going to start touring. I didn't know if he was going to actually start doing it, but I knew in my heart that he was working toward it." Neutral Milk Hotel toured from 2013 to 2015. In a 2014 post on the Neutral Milk Hotel website, the band members wrote how their 2015 tour would be their last tour for the "foreseeable future", and that they were going to take an extended hiatus. The post stated: "Dear friends we love you but it's time to say goodbye for the never ending now." In 2023, Neutral Milk Hotel released another box set, titled The Collected Works of Neutral Milk Hotel. The box set includes every recording by the band, including Live at Jittery Joe's, a live album Mangum released independently in 2001. ## Artistry ### Music Neutral Milk Hotel is known for its experimental sound, which has been described as a mixture of indie rock and psychedelic folk, with lo-fi production. Critics have noted many other musical influences, including Eastern European choral music, Canterbury Sound, circus music, marching band music, musique concrète, drone music, free jazz, and Tropicália. Neutral Milk Hotel songs typically involved simple chord progressions that Mangum would strum on an acoustic guitar. Often as the song progressed, more instruments would be introduced. The band members played a wide range of instruments; on In the Aeroplane Over the Sea for example, conventional instruments like drums and distorted guitars were paired with unique instruments like the singing saw, uilleann pipes, and Digital Horn. Neutral Milk Hotel's early recordings, before On Avery Island, featured much distortion and are considered rough. Mark Richardson of Pitchfork believes Mangum's songwriting was undeveloped, and described the 1994 song "Ruby Bulbs" as "raw and noisy and shouty and reflects Mangum's interest in aggro punk, an influence that didn't otherwise surface on his records." On Avery Island represented a move toward greater musical cohesion, and more experimentation. Critic Sasha Geffen said: "The album veers wildly between the accessible and the inscrutable ... the abrupt transitions between perfect pop melodies and gaseous balls of noise lend the album a certain wildfire charm." The most experimental song on the album is the final track "Pree-Sisters Swallowing a Donkey's Eye," a thirteen-minute drone track influenced by gamelan and noise music. Many critics believe In the Aeroplane Over the Sea is Neutral Milk Hotel's best and most fully developed release. By this point, Neutral Milk Hotel had four members as opposed to just Mangum, which allowed for a more complex and organic sound. Jason Ankeny of AllMusic notes In the Aeroplane Over the Sea emphasizes structure and texture, and that tracks seamlessly segue into one another. The overall sound of the album sometimes abruptly shifts from track to track. Rolling Stone notes the range of musical styles present on the album, such as funeral marches and punk rock. Critic Chris DeVille offers similar commentary, writing: "On the musical axis, Neutral Milk Hotel veered from piercingly intimate psychedelic campfire sing-alongs to full-band segments that barreled ahead with haphazard grace." ### Lyrics Mangum served as the lyricist for Neutral Milk Hotel. Critic Jim DeRogatis describes Mangum's lyrics as surreal and opaque, and notes that they feature a stream of consciousness style of songwriting. The lyrics would often include references to seemingly unrelated subject matter. Biographer Kim Cooper cites the song "King of Carrot Flowers, Pt.1" as an example of this style of songwriting; although the lyrics are about childhood fantasies, there are references to sexual awakenings, domestic violence, religious fanaticism, and tarot card readings. DeRogatis likened Mangum's lyricism to "Dr. Seuss illustrating William S. Burroughs, or perhaps Sigmund Freud collaborating on lyrics with Syd Barrett." According to Mangum, many of his lyrics stem from his subconscious, saying: "Some of it I don't understand, I don't know what it is, but it sounds real nice." Another source of inspiration were the visions, lucid dreams, and night terrors Mangum would have. Mangum would sometimes have full conversations between himself and Schneider while sleepwalking. After coming up with an idea for a song, Mangum would start writing "word bridges," which are small connecting ideas that would bridge the seemingly unrelated lyrics. Mangum cites the song "Two-Headed Boy" as an example, as each verse was written separately from each other over a long period of time, and he used the "word bridges" to connect the verses. Neutral Milk Hotel songs explore many lyrical themes, including love, spirituality, nostalgia, sex, and loneliness. DeRogatis describes Mangum's lyrics as a depiction of id, a personality component related to intrinsic desires. Mangum's lyrics can also be seen as a reaction to events that have happened in his life. For example, "Song Against Sex" was written as a reaction to the use of sex as a source of power in a relationship. A central lyrical topic in In the Aeroplane Over the Sea is the life of Anne Frank, a teenage girl who died in a Nazi concentration camp. Tracks such as "Holland, 1945" and "Ghost" incorporate elements of Frank's life into the lyrics. As a result, some listeners have described In the Aeroplane Over the Sea as a concept album. Anwen Crawford of The Monthly disagrees with this assertion, writing: "It would be overly literal, though, to describe In the Aeroplane Over the Sea as an album about the Holocaust, for Frank is only one of many phantasms to populate a set of looping, interlinked narratives that proceed with the closed logic of a dream or a religious vision." ### Live performances Neutral Milk Hotel's live performances often featured the four main band members and several other musicians. For example, the reunion tour featured backing musicians Laura Carter, Jeremy Thal, and Mangum's wife Astra Taylor. Almost every musician on stage would play multiple instruments, and switch instruments between songs. Neutral Milk Hotel shows typically lasted between forty-five and ninety minutes. The equipment used onstage was cheap and of poor quality, although for the reunion tour more expensive equipment was used. Early Neutral Milk Hotel shows were chaotic and disorganized. Butterglory toured with Neutral Milk Hotel in 1996, and member Matt Suggs recalled: "Mangum & Co were confused and disorganized and lovable." In these early performances, band members would wrestle and tickle each other on stage. During the In the Aeroplane Over the Sea tour, the audio technicians for most venues were confused and did not know what to expect. As a result, Carter took on the unusual role of "mix-board translator". According to Carter: "It was more like talking them through what was about to happen, because so much was happening onstage that without someone helping, it was a wail or squeal and the soundman would look at twenty instruments onstage and not know what to dive for." ## Legacy When Neutral Milk Hotel disbanded in 1998, the subsequent cult following propelled the band into a new level of stardom, which led many fans and journalists to call Neutral Milk Hotel an important indie rock band. Much of Neutral Milk Hotel's legacy is derived from In the Aeroplane Over the Sea, which reached sales of roughly 400,000 by 2013. Music outlets such as Pitchfork and Blender have ranked it as one of the greatest indie rock albums of all time, as well as one of the best albums of the 1990s. Richardson noted that In the Aeroplane Over the Sea has become ingrained in the indie rock canon, and consistently attracts new listeners. Chris Morgan of Uproxx wrote: "In short, people share a very deep passion for Neutral Milk Hotel's highly lauded sophomore album ... Lots of albums are loved, but few seem to impact people so much, and so singularly." Some critics have discussed how other recordings of the band, such as On Avery Island, are often overlooked by fans due to the popularity of In the Aeroplane Over the Sea. Part of Neutral Milk Hotel's legacy is also drawn from the general mystique surrounding Mangum. Elephant 6 biographer Adam Clair notes that Mangum's unexplained absence made him more notable than when he was an active member of the music industry. He actively avoided giving interviews, and as a result, music publications began to write clickbait-esque articles in which they would attempt to explain his disappearance with little to no substantive evidence. Even after Mangum resurfaced in 2008, music publications continued publishing detailed reports on his life. Neutral Milk Hotel's legal representative Brian McPherson said: "When the guy sneezes it's on the front page of Pitchfork." Neutral Milk Hotel has influenced many indie rock bands. According to Miles Raymer of Esquire, the band's cacophonous sound and earnest lyrics were in direct contrast to the underground music scene in the 1990s. While many groups focused on the theme of detached irony, Neutral Milk Hotel's abrasive and overtly emotional lyrics struck a chord with social outcasts. Groups influenced by Neutral Milk Hotel include Arcade Fire and the Decemberists, both of whom create psychedelic-folk inspired music with non-traditional instruments. Arcade Fire frontman Win Butler said that Neutral Milk Hotel's association with Merge Records was a contributing factor to their signing with Merge Records. Neutral Milk Hotel also influenced bands like AJJ, Beirut, Bright Eyes, The Lumineers, Okkervil River, and Pwr Bttm, as well as artists like Melanie Martinez and Amanda Palmer. ## Members - Jeff Mangum – guitars, lead vocals, keyboards, drums (early) (1989–1998, 2013–2015) - Julian Koster – bass guitar, accordion, musical saw, bowed banjo, keyboards, organ (1996–1998, 2013–2015) - Scott Spillane – trumpet, guitar, flugelhorn, trombone, euphonium, horn arrangements (1996–1998, 2013–2015) - Jeremy Barnes – drums, piano, organ (1996–1998, 2013–2015) ### Touring members - Laura Carter – zanzithophone, trumpet, clarinet, uilleann pipes (1996–1998, 2013–2015) - Astra Taylor – guitar, accordion, keyboards (2013–2015) - Jeremy Thal – bass guitar, trombone, flugelhorn, french horn, uilleann pipes (2013–2015) Timeline ## Discography - On Avery Island (1996) - In the Aeroplane Over the Sea (1998)
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The Grand Budapest Hotel
1,170,744,409
2014 film by Wes Anderson
[ "2010s American films", "2010s English-language films", "2010s German films", "2010s adventure comedy films", "2010s crime comedy films", "2014 black comedy films", "2014 films", "American adventure comedy films", "American black comedy films", "American crime comedy films", "American nonlinear narrative films", "BAFTA winners (films)", "Babelsberg Studio films", "Best Musical or Comedy Picture Golden Globe winners", "English-language German films", "Films about friendship", "Films about inheritances", "Films about murder", "Films based on multiple works", "Films directed by Wes Anderson", "Films produced by Scott Rudin", "Films produced by Wes Anderson", "Films scored by Alexandre Desplat", "Films set in 1932", "Films set in 1968", "Films set in 1985", "Films set in 2014", "Films set in Europe", "Films set in a fictional country", "Films set in hotels", "Films set in prison", "Films shot in Germany", "Films shot in Kraków", "Films that won the Academy Award for Best Makeup", "Films that won the Best Costume Design Academy Award", "Films that won the Best Original Score Academy Award", "Films whose art director won the Best Art Direction Academy Award", "Films whose writer won the Best Original Screenplay BAFTA Award", "Films with screenplays by Wes Anderson", "Fox Searchlight Pictures films", "German adventure comedy films", "German black comedy films", "German crime comedy films", "Golden Eagle Award (Russia) for Best Foreign Language Film winners", "Indian Paintbrush (company) films", "Male bisexuality in film", "Rail transport films", "Silver Bear Grand Jury Prize winners", "TSG Entertainment films" ]
The Grand Budapest Hotel is a 2014 comedy-drama film written and directed by Wes Anderson. Ralph Fiennes leads a seventeen-actor ensemble cast as Monsieur Gustave H., famed concierge of a twentieth-century mountainside resort in the fictional Eastern European country of Zubrowka. When Gustave is framed for the murder of a wealthy dowager (Tilda Swinton), he and his recently befriended protégé Zero (Tony Revolori) embark on a quest for fortune and a priceless Renaissance painting amidst the backdrop of an encroaching fascist regime. Anderson's American Empirical Pictures produced the film in association with Studio Babelsberg, Fox Searchlight Pictures, and Indian Paintbrush's Scott Rudin and Steven Rales. Fox Searchlight supervised the commercial distribution, and The Grand Budapest Hotel's funding was sourced through Indian Paintbrush and German government-funded tax rebates. Anderson and longtime collaborator Hugo Guinness conceived The Grand Budapest Hotel as a fragmented tale following a character inspired by a common friend. They initially struggled in their brainstorming, but the experience touring Europe and researching the literature of Austrian novelist Stefan Zweig shaped their vision for the film. The Grand Budapest Hotel draws visually from Europe-set mid-century Hollywood films and the United States Library of Congress's photochrom print collection of alpine resorts. Filming took place in eastern Germany from January to March 2013. French composer Alexandre Desplat composed the symphonic, Russian folk-inspired score, which expanded on his early work with Anderson. The film explores themes of fascism, nostalgia, friendship, and loyalty, and further studies analyze the function of color as an important storytelling device. The Grand Budapest Hotel premiered in competition at the 64th Berlin International Film Festival on February 6, 2014. The French theatrical release on February 26 preceded the film's global rollout, followed by releases in Germany, North America, and the United Kingdom on March 6–7. The Grand Budapest Hotel received highly positive reviews in the press. Critics distinguished the actors and the film's craftsmanship for praise, though occasional criticism centered on the film's approach to subject matter, fragmented storytelling, and characterization. It earned \$173 million in box office revenue worldwide, Anderson's highest-grossing feature to date. The film was nominated for nine awards at the 87th Academy Awards including Best Picture, winning four, and received numerous other accolades. Since its release, The Grand Budapest Hotel has been assessed as one of the greatest films of the 2010s and the twenty-first century. ## Plot In a cemetery in the former nation of Zubrowka, a young woman visits the shrine of a renowned writer, known simply as "Author", reading his most-cherished book: The Grand Budapest Hotel. The book, written in 1985, recounts his 1968 vacation at the once-grand, then-drab hotel. There, he meets its owner, Zero Moustafa, who at dinner tells his rags to riches story. In 1932, Zero is the newly hired lobby boy at the prestigious Grand Budapest Hotel. Monsieur Gustave H., the hotel's fastidious concierge, strikes up affairs with old, wealthy clients, including the 84-year-old dowager Madame D., with whom he has had a nearly two-decade affair. She mysteriously dies a month after her last hotel visit. Gustave and Zero visit Madame's Schloss Lutz estate, where they encounter surviving relatives for the reading of her will by her attorney Deputy Vilmos Kovacs. Kovacs announces a recent codicil to the will which bequeaths Boy with Apple, a priceless Renaissance painting, to Gustave. Madame D.'s son, Dmitri, is outraged and demands Gustave's arrest. Gustave and Zero leave, absconding with the painting, hiding it within a safe within the Grand Budapest. Gustave is later arrested by Inspector Henckels under the suspicion of Madame D.'s murder. He befriends a gang during his imprisonment and provides them with pastry from Mendl's, a well known bakery. One day, one of Gustave's cellmates, Ludwig, tells Gustave and the rest of the prisoners about his deep knowledge of the prison and how to exploit its weaknesses to escape, namely via a storm-drain sewage system. Gustave is then convinced to join the prison break. Gustave has Zero place hammers, chisels and sawblades inside pastries made by Agatha, an apprentice baker at Mendl's and Zero's fiancée. Because the pastries from Mendl’s are well-known works of art, the guard who is in charge of checking outside foods for contraband is unable to bring himself to break open the pastries to check for content, enabling the pastries to pass through security check. During the process of escaping, Gustave and the convicts stumble upon a group of guards secretly gambling during the night. Günther, one of the escape party, is able to kill them all with a shiv but loses his life in the process. In the end, the rest of the group manages to escape and disperse. When Zero and Gustave are reunited, they set out to prove Gustave's innocence with the assistance of a fraternity of concierges known as 'the Society of the Crossed Keys'. They learn that Madame D. had a missing second will which would only take effect should she be murdered. Dmitri's hired assassin J. G. Jopling trails their whereabouts, murdering Kovacs, Madame D.'s butler Serge X, and Serge X's sister in his pursuit to kill Gustave. Following a chase, Zero pushes Jopling off a cliff to save Gustave, and the two men continue their escape from swarming Zubrowkan troops led by Henckels. Gustave, Zero, and Agatha arrive back at the Grand Budapest to find it converted into a military headquarters following the outbreak of war. Agatha sneaks in to retrieve Boy with Apple, but is spotted with the painting by Dmitri. Gustave and Zero rush to save Agatha from harm as she flees from Dmitri. He shoots at them and initiates a melee with Zubrowkan troops, which Henckels stops. Agatha's attempt to escape leaves her and Zero hanging from a balcony before safely falling into the van of pastries in which they came. Madame D.'s second will, making Gustave the beneficiary of her fortune, is found attached to the back of Boy with Apple; he succeeds her as owner of the Grand Budapest Hotel, and becomes one of the wealthiest Zubrowkans. He travels by train with the now-wed Zero and Agatha to celebrate, before encountering hostile soldiers that destroy Zero's refugee documents. Gustave tries to fend off the soldiers but is killed. Zero inherits his fortune and maintains the Grand Budapest in memory of Agatha, who died of prussian grippe with their infant son. The experiences are later fictionalised and incorporated into the Author's novel The Grand Budapest Hotel. ## Cast - Ralph Fiennes as Monsieur Gustave H., the Grand Budapest Hotel's renowned concierge - Tony Revolori as Zero Moustafa, the newly hired bellhop mentored by Gustave - F. Murray Abraham as the elderly Zero - Adrien Brody as Dmitri, Madame D.'s son - Willem Dafoe as J. G. Jopling, a ruthless hitman working for Dmitri - Saoirse Ronan as Agatha, an apprentice baker and Zero's love interest - Tilda Swinton as Madame D., the wealthy dowager and secret owner of the hotel - Edward Norton as Albert Henckels, the police investigator of Madame's murder - Mathieu Amalric as Serge X, a shifty butler who works for Madame - Jeff Goldblum as Deputy Vilmos Kovacs, the lawyer representing Grand Budapest interests - Harvey Keitel as Ludwig, leader of a prison gang at Checkpoint Nineteen - Tom Wilkinson as Author, writer of The Grand Budapest Hotel - Jude Law as the young Author in 1968 - Bill Murray as M. Ivan, Gustave's friend and one of several concierges affiliated with the Society of the Crossed Keys - Jason Schwartzman as M. Jean, the Grand Budapest's concierge in 1968 - Owen Wilson as M. Chuck, a Society of the Crossed Keys concierge - Léa Seydoux as Clotilde, maid at Schloss Lutz Other cast members included Larry Pine as Mr. Mosher, Milton Welsh as Franz Müller, Giselda Volodi as Serge's sister, Wolfram Nielacny as Herr Becker, Florian Lukas as Pinky, Karl Markovics as Wolf, Volker Michalowski as Günther, Neal Huff as Lieutenant, Bob Balaban as M. Martin, Fisher Stevens as M. Robin, Wallace Wolodarsky as M. Georges, Waris Ahluwalia as M. Dino, Jella Niemann as the young woman, and Lucas Hedges as a pump attendant. ## Production ### Development Drafting of The Grand Budapest Hotel story began in 2006, when Wes Anderson produced an 18-page script with longtime collaborator Hugo Guinness. They imagined a fragmented tale of a character inspired by a mutual friend, based in modern France and the United Kingdom. Though their work yielded a 12-minute-long cut, collaboration stalled when the two men were unable to coalesce a uniform sequence of events to advance their story. By this time, Anderson had begun researching the work of Austrian novelist Stefan Zweig, with which he was vaguely familiar. He became fascinated with Zweig, gravitating to Beware of Pity (1939), The World of Yesterday (1942), and The Post Office Girl (1982) for their fatalist mythos and Zweig's portrait of early twentieth-century Vienna. Anderson also used period images and urbane Europe-set mid-century Hollywood comedies as references. He ultimately pursued a historical pastiche with an alternate timeline, disillusioned with popular media's romanticism of pre-World War II European history. Once The Grand Budapest Hotel took definite form, Anderson resumed the scriptwriting, finishing the screenplay in six weeks. The producers tapped Jay Clarke to supervise production of the film's animatics, with voiceovers by Anderson. Anderson's sightseeing in Europe was another source of inspiration for The Grand Budapest Hotel's visual motifs. The writer-director visited Vienna, Munich, and other major cities before the project's conception, but most location scouting began after the Cannes premiere of his coming-of-age drama Moonrise Kingdom (2012). He and the producers toured Budapest, small Italian spa towns, and the Czech resort Karlovy Vary before a final stop in Germany, consulting hotel staff to develop an accurate idea of a real-life concierge's work. ### Casting A seventeen-actor ensemble received star billing in The Grand Budapest Hotel. Anderson customarily employs a troupe of longtime collaborators—Bill Murray, Adrien Brody, Edward Norton, Owen Wilson, Tilda Swinton, Harvey Keitel, Willem Dafoe, Jeff Goldblum, and Jason Schwartzman have worked on one or more of his projects. Norton and Murray immediately signed when sent the script. The Grand Budapest Hotel ensemble comprised mostly bit cameos. Because of the limitations of such roles, Brody said that the most significant challenge was balancing the film's comedy with the otherwise solemn subject matter. All were the filmmakers' first casting choices save for Swinton, whom they pursued for Madame D. when Angela Lansbury dropped out as a result of a prior commitment to a Driving Miss Daisy theater production. Once hired, actors were encouraged to study the source material to prepare. Dafoe and Fiennes in particular found the animatics helpful in conceptualizing The Grand Budapest Hotel from Anderson's perspective, though Fiennes did not refer to them too often as he wanted his acting to be spontaneous. Anderson desired an English actor to play Gustave, and Fiennes was an actor he sought to work with for several years. Fiennes, surprised by the offer, was eager to depart from his famously villainous roles and found Gustave's panache compelling. Fiennes said he was initially unsure how to approach his character because the extent of Anderson's oversight meant actors could not improvise on set, inhibiting his usually spontaneous performing style. The direction of Gustave's persona then became another question of tone, whether the portrayal be hyper-camp or understated. Fiennes drew on several sources to shape his character's persona, among them his triple role as Hungarian-Jewish men escaping fascist persecution in the István Szabó-directed drama Sunshine (1999), his brief stint as a young porter at Brown's Hotel in London, and the experience reading The World of Yesterday. Johnny Depp was reported as an early candidate in the press, claims which Anderson denied, despite later reports that scheduling conflicts had halted negotiations. Casting director Douglas Aibel was responsible for hiring a suitable actor to play young Zero. Aibel's months-long search for prospective actors proved troublesome as he was unable to fulfill the specifications for an unknown teenage actor of Arabic descent. "We were just trying to leave no stone unturned in the process." Filmmakers held auditions in Egypt, Lebanon, Israel, France, England, and the United States before revising the role's ethnic criterion. Eventually the filmmakers narrowed their search to Tony Revolori and his older brother Mario, novices of Guatemalan descent, and Tony landed the part after one taped audition. He and Anderson rehearsed together for over four months before the start of filming to build a rapport. Abraham spent about a week on set filming his scenes as the elderly Zero. Saoirse Ronan joined The Grand Budapest Hotel in November 2012. Though a longtime Anderson fan, Ronan feared the deadpan, theatrical acting style characteristic of Anderson-directed films would be too difficult to master. She was reassured by the writer-director's conviction, "He guides everyone extremely well. He is very secure in his vision and he is very comfortable with everything he does. He knows it is going to work." The decision to play Agatha with Ronan's native Irish accent was Anderson's idea, after experimenting with German, English, and American accents; they felt an Irish accent projected a warm, feisty spirit into Agatha. ### Filming The project was director of photography Robert Yeoman's eighth film with Anderson. Yeoman participated in an early scouting session with Anderson, recording footage with stand-in film crew to assess how certain scenes would unfold. Yeoman drew on Vittorio Storaro's dramatic lighting techniques in the romantic musical One From the Heart (1982). Filmmakers shot The Grand Budapest Hotel in ten weeks, from January to March 2013 in eastern Germany, where it qualified for a tax rebate financed by the German government's Federal Film Fund and Medienboard Berlin-Brandenburg. They also found Germany attractive because the production base was geographically confined, facilitating efficient logistics, but the frigid weather and reduced daylight of early winter disrupted the shooting schedule, compounded by the slow film stock used for the camerawork. To rectify the issue, the producers used artificial lighting, expedited the daytime work schedule, and filmed night scenes at dusk. Principal photography took place at the Babelsberg Studio in suburban Berlin and in Görlitz, a mid-sized border town on the Lusatian Neisse on Germany's eastern frontier. The filmmakers staged their largest interior sets at the vacant twentieth-century Görlitzer Warenhaus, whose atrium doubled for the Grand Budapest Hotel lobby. The top two floors housed production offices and storage space for cameras and wardrobe. Anderson at one point considered buying the Warenhaus to save it from demolition. He and the producers eyed vacant buildings because they could exercise full artistic control, and scouting active hotels that often enforce heavy shooting restrictions would call into question The Grand Budapest Hotel's integrity. Exterior shots of the eighteenth-century estate Hainewalde Manor and interior shots of Schloss Waldenburg stood in for the Schloss Lutz estate. Elsewhere in Saxony, production moved to Zwickau—shooting at the Osterstein Castle—and the state capital Dresden, where scenes were filmed at the Zwinger and the Pfunds Molkerei creamery. ### Cinematography Yeoman shot The Grand Budapest Hotel on 35 mm film using Kodak Vision3 200T 5213 film stock from a single Arricam Studio camera provided by Arri's Berlin office. His approach entailed the use of a Chapman-Leonard Hybrid III camera dolly for tracking shots and a geared head to achieve most of the film's rapid whip pans. For whip pans greater than 90 degrees, the filmmakers installed a fluid head from Mitchell Camera Corporation's OConnor Ultimate product line for greater fidelity. Anderson requested Yeoman and project key grip Sanjay Sami focus on new methods for shooting the scenes. Thus they used the Mad About Technology Towercam Twin Peek, a telescoping camera platform, to traverse between floors, sometimes in lieu of a camera crane. For example, when a lantern drops to the basement from a hole in the cell floor in the Checkpoint Nineteen jailbreak scene, the filmmakers suspended the towercam upside-down, a setup which allowed the camera to descend to the ground. The Grand Budapest Hotel uses three aspect ratios as framing devices which streamline the film's story, evoking the aesthetic of the corresponding periods. The multifarious structure of The Grand Budapest Hotel emerged from Anderson's desire to shoot in 1.37:1 format, also known as Academy ratio. Production used Academy ratio for scenes set in 1932, which, according to Yeoman, provided the filmmakers with greater-than-routine headroom. He and the producers referred to the work of Ernst Lubitsch and other directors of the period to acclimate to the compositions produced from said format. Filmmakers formatted modern scenes in standard 1.85:1 ratio, and the 1968 scenes were captured in widescreen 2.40:1 ratio with Technovision Cooke anamorphic lenses. These lenses produced a certain texture, one that lacked the sharpness of Panavision's Primo anamorphic lenses. Yeoman lit interior shots with tungsten incandescent fixtures and DMX-dimmer-controlled lighting. The crew made the Warenhaus ceiling from stretched muslin rigged with twenty 4K HMI lamps, an arrangement wherein the reflected light penetrated the skylight, accentuating the set's daylighting. Yeoman preferred the lighting choice because the warm tungsten fixtures contrasted with the coolish daylight. When shooting deliberately less inviting hotel sets, such as Zero and Gustave's small bedrooms and the Grand Budapest's servants' quarters, the filmmakers combined fluorescent lighting, paper lanterns, and bare incandescent lights for historical accuracy. The Stuttgart-based LUXX Studios and Look Effects' German branch (also in Stuttgart) managed most of The Grand Budapest Hotel's visual effects, under the supervision of Gabriel Sanchez. Their work for the film comprised 300 shots, created by a small cadre of specialized artists. The development of the film's effects was swift, but at times difficult. Sanchez did not work on set with Anderson as Look Effects opened their Stuttgart headquarters after The Grand Budapest Hotel filming wrapped, and therefore was only able to reference his prior experience with the director. The California-based artist also became homesick working his first international assignment. Only four artists from the newly assembled team had experience working on a multi-million dollar studio set. Creation of the effects was daunting because of their technical demands. The filmmakers camouflaged some of the stop-motion and matte effects in the forest-set chase scene to convey the desired intensity, and enhancing the snowscape with particle effects posed another challenge. Sanchez cites the observatory and hotel shots as work that best demonstrate his special effects team's ingenuity. To achieve the aging brutalist design of the 1968 Grand Budapest, they generated computer models supplemented with detailed lighting, matte effects and shadowy expanses. The crew used a similar technique in developing digital shots of the observatory; unlike the hotel, the observatory's base miniature was presented in pieces. They rendered the observatory with 20 different elements, data furthermore enhanced at Anderson's request. It took about one hour per shot to complete the final digital rendering. ### Set design Adam Stockhausen—another Anderson associate—was responsible for The Grand Budapest Hotel's production design. He and Anderson collaborated previously on The Darjeeling Limited (2007) and Moonrise Kingdom. Stockhausen researched the United States Library of Congress's photochrom print collection of alpine resorts to source ideas for the film's visual palette. These images showcased little of recognizable Europe, instead cataloging obscure historical landmarks unknown to the general public. The resulting stylistic choice is a warm, bright visual palette pronounced by soft pastel tonalities. Some of The Grand Budapest Hotel interior sets contrast this look in interior shots, primarily Schloss Lutz and the Checkpoint Nineteen prison: the imposing hardwoods, intense greens and golds of the Schloss Lutz evoke oppressive wealth, and the derelict Checkpoint Nineteen decays in a cool bluish-gray tint. The filmmakers relied on matte paintings and miniature effect techniques to play on perspective for elaborate scenes, creating the illusion of size and grandeur. Under the leadership of Simon Weisse, scale models of structures were constructed by a Berlin-based propmaking team at Studio Babelsberg in tandem with the Görlitz shoot. Weisse joined The Grand Budapest Hotel's design staff after coming to the attention of production manager Miki Emmrich, with whom he worked on Cloud Atlas (2012). Anderson liked the novelty of miniatures, having used them in The Life Aquatic with Steve Zissou (2004) and more extensively in Fantastic Mr. Fox (2009). Weisse and his propmakers built three major miniature models: the 1⁄8-scale forest set, the 1⁄12-scale observatory, and the 1⁄18-scale Grand Budapest Hotel set, based on art director Carl Sprague's conceptual renderings. The Grand Budapest Hotel set comprised the hotel building atop a wooded ledge with a funicular, bound by a Friedrichian landscape painting superimposed with green-screen technology. Designers sculpted the 3-meter-high (9.8 ft) hotel with silicone resin molds and etched brass embellishment. Photos of the Warenhaus set were then glued in boxes installed to each window to convey the illusion of light. The funicular's 35-degree slope required a separate, lateral model. Timber, soldered brass, fine powdered sugar, and styrofoam were used to construct the observatory set, and polyester fiberfill was the forest model's snow. The creation of Boy with Apple was a four-month-long process by English painter Michael Taylor, who was inspired by Renaissance portraiture. Taylor had been approached by one of the producers before receiving the script and source material, and the film's artistic direction piqued his interest. The painter originally worked alone before deferring to Anderson for input when certain aspects of the painting did not match the writer-director's vision. Taylor found the initial process difficult, struggling to be true to Boy with Apple's eclectic sources. He said that while he had been unfamiliar with Anderson's work, that unfamiliarity enabled him to imbue the painting with a unique identity. The producers' casting choice for Boy with Apple's subject was contingent on the character description of a blond-haired boy with the slender, athletic frame of a ballet dancer. They signed Ed Munro, an actor with a theater background, the day after his audition. The filmmakers staged the painting sessions at a Jacobean boarding school, then empty for summer holiday, near Taylor's home in Dorset. Filmmakers dressed Munro in about 50 ornate costumes with velvet cloaks, codpieces and furs, photographed each one, and submitted them to Anderson for approval. Munro, who maintained the same posture and facial expression for several hours, found the costuming uncomfortable. Ann Atkins was The Grand Budapest Hotel's lead graphic designer. She devised Zubrowkan objects—newspapers, banknotes, police reports and passports—from reference material gathered from the location scouting. Atkins was a novice in film but had valuable expertise in advertising design to reference, producing 20 sketches of a single artifact per day when the on-set shooting peaked. She used an antique typewriter for the mock documents with a dip pen for the embellished handwriting. Among her early tasks was the creation of weathered, worn props for fidelity to the film's timeline. To achieve the appearance of prolonged exposure to air, Atkins blow dried paper dipped in tea. She said, "The beautiful thing about period filmmaking is that you’re creating graphic design for a time before graphic designers existed, per se. It was really the craftsmen who were the designers: the blacksmith designed the lettering in the cast iron gates; the glazier sculpted the lettering in the stained glass; the sign-painter drew the lettering for the shopfronts; the printer chose the type blocks for the stationery." Pastries are an important motif in The Grand Budapest Hotel story. The signature courtesan au chocolat from Mendl's mirrors the French dessert religieuse, a choux-based pastry with a mocha (or chocolate) glaze and vanilla custard filling. A Görlitz pastry chef crafted the courtesan before working with Anderson on the final design. ### Costumes Veteran costume designer Milena Canonero endeavored to capture the essence of the film's characters. Canonero researched 1930s uniform design and period artwork by photographers George Hurrell and Man Ray and painters Kees van Dongen, Gustav Klimt, George Grosz and Tamara de Lempicka. Canonero was also influenced by non-period literature and art. Specialized artists then realized her designs in Photoshop, allowing them to work closely to the actors' likenesses. The filmmakers assembled most of the basic costumes in their Görlitz workshop, others from the Berlin-based Theaterkunst, and the uniforms came from a Polish workshop. They rented vintagewear for extras in crowd shots. Canonero used dense mauve and deep-purple AW Hainsworth facecloth for the Grand Budapest uniforms instead of the more subdued colors typical of hospitality uniforms. She researched diverse ideas for the gray-and-black military uniforms, in accordance with script specifications that they not be green or too historically identifiable. Anderson did most of the insignia, occasionally approving designs from Canonero's workshop in Rome. The filmmakers gave the characters distinct looks. They distinguished men with facial hair to augment their dapper style. Gustave's wardrobe was intended to evoke "a sense of perfection and control" even in his collapsing livelihood. Anderson and Canonero visualized Agatha with a Mexico-shaped facial birthmark and a wheat blade in her hair, costumed to reflect her working-class stature and the brightness of her pastries. Madame was dressed in a silk velvet coat-and-gown-ensemble with Klimtesque handprint patterns and mink trim by Fendi, from a previous professional relationship with Anderson and Canonero. Fendi developed the gray astrakhan fur overcoat for Norton's Albert, and loaned other furs to assist the needs of the shoot. To age Swinton, makeup artist Mark Coulier applied soft silicone rubber prosthetics encapsulated in dissolvable plastic molding on her face. Dafoe's Jopling wore a Prada leather coat inspired by outerwear for military dispatch riders, adorned with custom silver knuckle pieces from jeweler Waris Ahluwalia (a close friend of Anderson's). Canonero modified the coat with fine red-wool stitching and a weapons compartment inside the front lapel. ### Music Anderson recruited Alexandre Desplat to compose the film's Russian folk-influenced score encompassing symphonic compositions and background drones; the balalaika formed the score's musical core. The instrument gave Anderson and music supervisor Randall Poster a chance to immerse themselves in an unfamiliar genre, and they spent about six months consulting experts to hone their vision. Its score's classical roots make The Grand Budapest Hotel unique among Anderson-directed projects, forgoing the writer-director's usual practice of employing a selection of contemporary pop music. Desplat felt his exposure to Anderson's idiosyncratic filmmaking style was integral to articulating an Eastern European musical approach for the film's score. His direction expanded on some of the sounds and instrumentation of Fantastic Mr. Fox and Moonrise Kingdom. As well, the scope of Desplat's responsibilities entailed differentiating The Grand Budapest Hotel's sprawling cast of characters with distinctive melodic themes and motifs. ABKCO Records released the 32-track score digitally on March 4, 2014. It featured sampled recordings and contributions from orchestras such as the Osipov State Russian Folk Orchestra and a 50-person ensemble of French and Russian balalaika players. ## Themes and style The reticent Anderson did not discuss themes in interviews conducted during the press junkets, lending several interpretations of The Grand Budapest Hotel. Studies cite intertwining messages of tragedy, war, fascism, and nostalgia as the film's thematic center. ### Nostalgia and fascism Nostalgia is a major theme in Anderson's repertoire. The Grand Budapest Hotel universe is envisioned with nostalgic yearning, where characters perpetuate the "illusion of a time where they don't belong", the consequence of not so much the recapture of a vanished era than a romanticizing of the past. One theory among critics suggests "profound" subtext of the science of human memory within the film's nonlinear narrative structure, whereas others saw The Grand Budapest Hotel as an introspection of Anderson's sensibilities both as a writer and as a director. According to the academic Donna Kornhaber, The Grand Budapest Hotel reinforces the increasingly dark subtext of collectivism defining late period Anderson films. The Grand Budapest Hotel does not directly refer to historical events, rather oblique references contextualize the real time history. The most deliberate of these references allude specifically to Nazism. In perhaps the film's most dramatic display of corrupt power, the Zubrowkan military invasion of the Grand Budapest, and the fascist emblems of the hotel lobby's newly adorned tapestry, mirror scenes from Leni Riefenstahl's propaganda film Triumph of the Will (1935). Gustave's black-and-white stripes evoke the uniforms of the concentration camp prisoners, and his steadfast commitment to his job becomes an act of defiance that threatens to jeopardize his life. The Atlantic's Norman L. Eisen, who is among the people listed in "Special Thanks" at the end of the film, called The Grand Budapest Hotel a cautionary tale of the consequences of the Holocaust, a story that examines Nazi motivations while traversing postwar European history through comedy. He contends that certain main characters symbolize both the oppressed—the openly bisexual Gustave represents the LGBT community, the refugee Zero represents nonwhite immigrants, and Kovacs represents ethnic Jews—and the oppressor in Dmitri, overseer of a fascist, SS-like organization. Film critic Daniel Garrett argues Gustave defies fascist notions of human perfection because he embraces the flaws of his peers, despite his own expertise: "Gustave is not surprised by feelings of anxiety or desire, or contemptuous of a scarred or crippled body; and he shares his values with his staff, with Zero. Gustave sees the heart and the effort, the spirit, despite his regard for excellence, ritual, and style." ### Friendship and loyalty Another principal topic of discussion among critics has been The Grand Budapest Hotel's exploration of friendship and loyalty. Indeed, Zero appears to be Gustave's only true friend, and his unwavering devotion (at first, a mentor-protégé relationship) establishes the film's strongest bond. Gustave is underwhelmed by Zero but is increasingly empathetic to his newly hired mentee's plight in their subsequent exploits, united by their shared enthusiasm for the hotel—so much that he defends Zero against police thuggery and rewards his loyalty with his inheritance. Zero's less-central romance with Agatha is as constant a presence as his friendship with Gustave; he continues operating the hotel in his dead lover's memory, despite the slain Gustave representing the Grand Budapest's spirit. The subject matter's emphasis of love, friendship, and the intertwining tales of nobility, dignity, and self-control, The New Yorker's Richard Brody argues, forms the "very soul of a moral politics that transcends accidents of circumstance and particular historical incidents". Kornhaber contends the focus on the dynamic of a mismatched pairing forms the crux of The Grand Budapest Hotel's central theme. The unusual circumstance of the Gustave–Zero friendship seems to reflect an attachment to "an idea of historical and cultural belonging that they find ultimately to be best expressed through one another", and by proxy, the two men discover a fundamental kinship through their shared esteem of the Grand Budapest. ### Color The Grand Budapest Hotel's use of color accentuates narrative tones and conveys visual emphasis to the subject matter and passage of time. The film eschews Anderson's trademark pale yellow for a sharp palette of vibrant reds, pinks and purples in prewar Grand Budapest scenes. The composition fades as the timeline forebodes impending war, sometimes in complete black-and-white in scenes exploring Zero's memory of wartime, underscoring the gradual tonal shift. Subdued beiges, orange, and pale blue characterize the visual palette of postwar Grand Budapest scenes, manifesting the hotel's diminished prestige. ## Marketing and release The Grand Budapest Hotel premiered in competition at the 64th Berlin International Film Festival on February 6, 2014, winning the fest's Silver Bear Grand Jury Prize. The film was Anderson's third in competition at the festival. It headlined the 10th Glasgow Film Festival as the event's opening film, held February 20 – March 2, 2014, before hosting its North American premiere on February 27 at the Film at Lincoln Center in New York City. Fox Searchlight spearheaded the marketing campaign. Their strategy involved merchandise releases, a global publicity tour, the creation of mock websites about Zubrowkan culture, and trailers highlighting the cast's star power. One of their most significant marketing tactics, instructional videos detailing the creation of desserts mirroring Mendl's baked goods, used fan footage submitted to the producers for TV-commercial spots on cooking networks. In conjunction with their collaboration with Anderson, Prada showcased its capsule collection of custom luggage from in-store displays at the Berlin flagship store. The Grand Budapest Hotel was released in France on February 26, 2014, preceding the film's global rollout. General release expanded to Germany, Belgium, the United Kingdom, the United States (March 7), and two other international markets the second week. The Grand Budapest Hotel opened to a few US theaters as part of a month-long limited platform release, initially screening from four arthouse theaters in New York and Los Angeles. After the 87th Academy Awards' nominations announcement, Fox re-expanded the film's theater presence for a brief, multi-city re-release campaign. Fox Searchlight released The Grand Budapest Hotel on DVD and Blu-ray on June 17, 2014. The discs include behind-the-scenes footage with Murray, promotional shots, deleted scenes, and the theatrical trailer. The Grand Budapest Hotel was the fourth-best selling film on DVD and Blu-ray in its first week of US sales, selling 92,196 copies and earning US\$1.6 million. By March 2015, the film had sold 551,639 copies. The Criterion Collection issued director-approved special edition Blu-ray and DVD releases of The Grand Budapest Hotel on April 28, 2020. The discs include audio commentary from Anderson, Goldblum, producer Roman Coppola, and film critic Kent Jones; storyboard animatics, a behind-the-scenes documentary, video essays, and previously unaired cast and crew interviews. ## Reception ### Box office The Grand Budapest Hotel was considered a surprise box office success. The film's performance plateaued in North America after a strong start, but finished the theatrical run as Anderson's highest-grossing film in the region. It performed strongest in key European and Asian markets. Germany was the most lucrative market, and the film's link to that country boosted the box office performance. South Korea, Australia, Spain, France, and the United Kingdom represented some of the film's largest takings. The Grand Budapest Hotel earned \$59.3 million (34.3 percent of its earnings) in the United States and Canada and \$113.7 million (65.7 percent) overseas, for a worldwide total of \$173 million, making it the 46th-highest-grossing film of 2014, and Anderson's highest-grossing film to date. The film posted \$2.8 million from 172 theaters during its opening week in France, trailing Supercondriaque and Non-Stop. In Paris, The Grand Budapest Hotel screenings were the weekend's biggest numbers. The film's \$16,220 per-theater average was the best opening for any Anderson-directed project in France to date. In its second week the number of theaters grew to 192, and The Grand Budapest Hotel grossed another \$1.64 million at the French box office. Earnings dropped by just 30 percent the following weekend, for a total gross of \$1.1 million. By March 24, the box office posted a five percent increase, and The Grand Budapest Hotel's French release had taken \$8.2 million overall. The week of March 6 saw The Grand Budapest Hotel take \$6.2 million from 727 theaters internationally, yielding the most robust figures in Belgium (\$156,000, from 12 theaters), Austria (\$162,000, from 29 theaters), Germany (\$1.138 million, from 163 theaters), and the United Kingdom (top-three debut, with £1.53 million or \$1.85 million from 284 theaters). It increased 11 percent in Germany the following weekend to \$1.1 million, and The Grand Budapest Hotel yielded \$5.2 million from German cinemas by the week of March 31. It sustained the box office momentum into the second week of UK general release with improved sales from an expanded theater presence, and by the third week, the film topped the national top ten with £1.27 million (\$1.55 million) from 458 screens, buoyed by positive reviews in the media. After a month it had earned \$13.2 million in the UK. The Grand Budapest Hotel's expansion to other overseas markets continued toward the end of March, marked by significant releases in Sweden (first place, with \$498,108), Spain (third, with \$1 million), and South Korea (the country's biggest specialty film opening ever, with \$622,109 from 162 cinemas). During its second week of release in South Korea, the film's box office ballooned by 70 percent to \$996,000. On its opening week elsewhere, The Grand Budapest Hotel earned \$1.8 million in Australia, \$382,000 in Brazil, and \$1 million in Italy. By May 27, the film's international gross exceeded \$100 million. In the United States, The Grand Budapest Hotel opened to a \$202,792-per theater average from a four-theater \$811,166 overall gross, breaking the record for most robust live-action limited release previously held by Paul Thomas Anderson's The Master (2012). The return, exceeding Fox's expectations for the weekend, was the best US opening for an Anderson-directed project to date. The Grand Budapest Hotel also eclipsed Moonrise Kingdom's \$130,749 per-theater average, hitherto Anderson's highest-opening limited release. Fading interest in films hoping to capitalize on Academy Awards prestige and its crossover appeal to younger, casual moviegoers were crucial to The Grand Budapest Hotel's early box office success. The film sustained the box office momentum as large suburban cineplexes were added to its limited run, racking \$3.6 million the second week and \$6.7 million the following weekend. The film officially entered wide release the week of March 30 by screening in 977 theaters across North America. New York, Los Angeles, San Francisco, Toronto, Washington, and Montreal were The Grand Budapest Hotel's most successful North American cities. Its theater count peaked at 1,467 in mid-April before a gradual decline. By the end of the month, the film's domestic gross topped \$50 million. The Grand Budapest Hotel ended its North American run on February 26, 2015. ### Critical response The Grand Budapest Hotel received critical acclaim and various critics selected the film in their end-of-2014 lists. It appeared on professional rankings from BBC and IndieWire, based on retrospective appraisal, as one of the greatest films of the twenty-first century. In December 2021, the film's screenplay was listed number twenty-five on the Writers Guild of America's "101 Greatest Screenplays of the 21st Century (So Far)". Many of the reviews complimented The Grand Budapest Hotel for its craftsmanship, often singling out the film's zany sensibility and Anderson's expertise for further praise, the latter for the creation of a fanciful onscreen world which does not take itself too seriously. Occasionally The Grand Budapest Hotel drew criticism for evading some of the harsh realities of the subject matter; according to a Vanity Fair reviewer, the film's devotion to a "kitschy adventure story that feels curiously weightless, at times even arbitrary" undermined any thoughtful moral. The comic treatment of a madcap adventure was cited among the strengths of the film, though sometimes the fragmented storytelling approach was considered a flaw by some critics, such as The New Yorker's David Denby, for following a sequence of events that seemed to lack emotional continuity. The actors' performances were routinely mentioned in the reviews. Journalists felt the ensemble brought The Grand Budapest Hotel ethos to life in comedic and dramatic moments, particularly Ralph Fiennes, whose performance was called "transformative" and "total perfection". San Francisco Chronicle's Mick LaSalle felt Fiennes's casting was the study of a reserved actor exhibiting the fullest extent of his emotional range, and Los Angeles Times's Kenneth Turan believed he exuded an "unbounded but carefully calibrated zeal", the only such actor capable of realizing Anderson's vision of a "will-o'-the-wisp world heft and reality while still being faithful to the singular spirit that underlies it". On the other hand, characterization in The Grand Budapest Hotel drew varying responses from reviewers; Gustave, for example, was described as a man "of convincing feelings", "sweetly wistful", but a protagonist lacking the depth of other prolific heroes in the Anderson canon, emblematic of a film that doesn't quite appear to fully flesh out the core cast of characters. The Grand Budapest Hotel has an approval rating of based on professional reviews on the review aggregator website Rotten Tomatoes, with an average rating of . Its critical consensus reads, "Typically stylish but deceptively thoughtful, The Grand Budapest Hotel finds Wes Anderson once again using ornate visual environments to explore deeply emotional ideas." Metacritic (which uses a weighted average) assigned The Grand Budapest Hotel a score of 88 out of 100 based on 48 critics, indicating "universal acclaim". ### Accolades The Grand Budapest Hotel was not an immediate favorite to dominate the 87th Academy Awards season. The film's early March opening was thought to deter any chance of Oscar recognition, for scheduling a fall release was the usual practice for studios positioning their films for awards attention. The last spring season releases to achieve Best Picture success until then were Erin Brockovich (2000) and The Silence of the Lambs (1991). A frontrunner had not emerged as the Academy Award nominations approached, partly as a result of a critical backlash against the season's biggest contenders, such as American Sniper, Selma and The Imitation Game. Even so, US critics spread their honors for The Grand Budapest Hotel when compiling their end-of-year lists, and the film soon gained momentum thanks to a sustained presence in the award circuit. Fox Searchlight president Nancy Utley attributed the film's ascendancy to its months-long presence on multimedia home entertainment platforms, which lent greater viewing opportunity for Academy voters. At the Academy Award season, the film received nominations for Best Picture, Best Director, Best Original Screenplay, Best Cinematography, and Best Film Editing; and won Best Original Score, Best Production Design, Best Makeup and Hairstyling, and Best Costume Design. The Grand Budapest Hotel was a candidate for other awards for excellence in writing, acting, directing, and technical achievement. It received nominations such as the Screen Actors Guild Award for Outstanding Performance by a Cast in a Motion Picture and the César Award for Best Foreign Film. The film's other wins include three Critics' Choice Movie Awards, five British Academy Film Awards, and a Golden Globe in the category of Best Motion Picture—Musical or Comedy.
24,323,884
Gigantorhynchus
1,170,100,163
Genus of parasitic worms
[ "Archiacanthocephala" ]
Gigantorhynchus is a genus of Acanthocephala (thorny-headed worms, also known as spiny-headed worms) that parasitize marsupials, anteaters, and possibly baboons by attaching themselves to the intestines using their hook-covered proboscis. Their life cycle includes an egg stage found in host feces, a cystacanth (larval) stage in an intermediate host such as termites, and an adult stage where cystacanths mature in the intestines of the host. This genus is characterized by a cylindrical proboscis with a crown of robust hooks at the apex followed by numerous small hooks on the rest of the proboscis, a long body with pseudosegmentation, filiform lemnisci, and ellipsoid testes. The largest known specimen is the female G. ortizi with a length of around 240 millimetres (9.4 in) and a width of 2 millimetres (0.08 in). Genetic analysis on one species of Gigantorhynchus places it with the related genus Mediorhynchus in the family Gigantorhynchidae. Six species in this genus are distributed across Central and South America and possibly Zimbabwe. Infestation by a Gigantorhynchus species may cause partial obstructions of the intestines, severe lesions of the intestinal wall, and may lead to death. ## Taxonomy The name Gigantorhynchus is derived from two Ancient Greek words: gígantas, which Otto Hamann used in 1892 as a descriptor for the family and genus when grouping the larger varieties of these worms, and rhúnkhos, meaning snout, nose, or beak, which describes the characteristic proboscis in this genus of Acanthocephala. Phylogenetic analysis has been conducted on only one of the six species in the genus, G. echinodiscus, using the gene for 28S ribosomal RNA and confirms that this species forms a monophyletic group with the related genus Mediorhynchus in the family Gigantorhynchidae. The type species is G. echinodiscus. ## Description The genus Gigantorhynchus is characterized by the presence of a cylindrical proboscis with a crown of robust hooks at the apex followed by numerous small hooks on the rest of the proboscis. The body, or trunk, is long with pseudosegmentation, the lemnisci are filiform, and the testes are ellipsoid. Species of Gigantorhynchus are distinguished based on the number and size of hooks on the crown of the proboscis, the type of pseudosegmentation, and size of the ellipsoid eggs. Males of all species possess eight cement glands which are used to temporarily close the posterior end of the female after copulation. There is pronounced sexual dimorphism with the female often two or more times longer than the male. ## Species There are six valid species in the genus Gigantorhynchus, although one species out of the six, G. pesteri, appears to be incorrectly assigned. - Gigantorhynchus echinodiscus (Diesing, 1851) G. echinodiscus is a tropical parasite of anteaters including the giant anteater (Myrmecophaga tridactyla), the southern tamandua (Tamandua tetradactyla) and the silky anteater (Cyclopes didactylus). It has been found in Brazil, Venezuela, Panama, and Trinidad Island. Intermediate hosts include two species of termites from Brazil (Labiotermes emersoni and Orthognathotermes heberi). It is the first species to be described in the genus Gigantorhynchus and is the type species. Morphological traits used to distinguish the species include a cylindrical proboscis with a crown having eighteen large hooks followed by 21 to 23 small rootless spines arranged in two longitudinal rows. The first row has six hooks measuring between 0.16 and 0.23 mm from the tip of the hook to the root. The second row has twelve hooks in pairs which are smaller than first row measuring between 0.18 and 0.19 mm from the tip of the hook to the root. The crown is separated from numerous small, rootless spines by a short space without hooks. Twenty-one to twenty-three small, rootless spines are arranged in longitudinal rows 0.05 to 0.08 mm long. The lemnisci reach the middle of the trunk and are sometimes bent back on themselves. Other traits include a lateral papilla at the base of the proboscis, a small region (2.24 to 3.21 mm long) after the proboscis with no segmentation, a ringed with no complete segmentation, large testes, eight cement glands in pairs occupying a region measuring between 0.98 and 2.13 mm long and between 0.45 and 0.76 mm wide, and a non-segmented region in the posterior end of the body. The male has two ellipsoid testes that are narrow and in tandem. The posterior end after the anterior testes without a segmented region measures between 5.45 and 8.53 mm. In the female, the gonopore is subterminal and the vagina has a sinuous lateral region shaped like a guitar. The genital pore including the vagina, uterus, and uterine bell is between 0.69 and 0.97 mm long. The eggs contain three membranes. - Gigantorhynchus lopezneyrai Diaz-ungria, 1958 G. lopezneyrai has been found parasitizing the Southern tamandua (Tamandua tetradactyla) in Venezuela. The trunk is slightly segmented and no female measurements were taken in its original description. There are twelve hooks on the proboscis (4 in the first circle each around 0.235 mm long, and 8 in the second circle each around 0.106 mm long). The eight cement glands are organized in pairs. Amato (2014) raised doubts about the validity of this species suggesting that the hook number and arrangement is an incorrect observation that needs to be revisited as no drawings of the proboscis showing the hook formation was published. This species is named in honour of Carlos Rodríguez López-Neyra de Gorgot, a Spanish parasitologist. - Gigantorhynchus lutzi Machado, 1941 G. lutzi has been found parasitising a Bare-tailed woolly opossum (Caluromys philander) in Pará, Brazil and infesting the small intestine of the Common opossum (Didelphis marsupialis) in Huánuco, Peru. It was the second species in the genus Gigantorhynchus to be described. The body is ringed with no complete segmentation. There are twelve hooks on the proboscis including six in the first circle each measuring 0.285 by 0.165 mm, and six in the second circle measuring 0.225 by 0.135 mm. The eight cement glands are organized in pairs. - Gigantorhynchus ortizi Sarmiento, 1954 G. ortizi has been found infesting the intestines of the Brown four-eyed opossum (Metachirus nudicaudatus) and possibly a White-bellied slender opossum (Marmosops cf. noctivagus) both between Iquitos and Nauta in Peru. Another survey found nearly 100% of the Brown four-eyed opossum were infected with this parasite in the Darien Province of Panama and the Departments of Chocó, Meta, and Nariño in Colombia. Infestations ranged from 20 to 60 worms per host almost completely obstructing the intestines in several of the sampled hosts. The trunk pseudosegmented or slightly segmented. There are twelve hooks on the proboscis (six in the first circle each measuring 0.160 by 0.10 mm, and six in the second circle measuring 0.140 by 0.09 mm). The eight cement glands are organized in groups. It was named in honour of Dr. Javier Ortiz de La Puente, a Peruvian ornithologist from the Museum of the University of San Marcos, Lima, Peru who collected the brown four-eyed opossum from La Merced, Junin, Peru, which later was determined to have been infested with this new species of acanthocephalan. - Gigantorhynchus pesteri Tadros, 1966 G. pesteri was recorded from an unknown baboon species in Rhodesia (now Zimbabwe). Gomes (2019) considers this Gigantorhynchus species to be incorrectly assigned due to a lack of information including missing registration number and deposit of specimen in a collection, missing type host species, unusual hook arrangement and number, and the description being based on only two immature females. The proboscis has only four hooks whereas other species in the genus have either twelve or eighteen hooks on their proboscis. - Gigantorhynchus ungriai Antonio, 1958 G. ungriai has been found parasitizing a Southern tamandua (Tamandua tetradactyla) in Guayo, Delta Amacuro, Venezuela. The body is ringed and has a cylindrical shape with a complete segmentation consisting of a union in dorsal and ventral regions. The anterior end without segmentation measures 2 to 2.6 mm long. The retractable proboscis has eighteen hooks arranged in two circular rows. The first row has six hooks that are 0.140 to 0.2 mm long and the second row has twelve hooks that are 0.104 to 0.180 mm long. The eight cement glands occupy a space of 0.869 by 0.1896 mm. The female genital tract made of an ovary-uterus extends throughout the length of the body. The male genitals occupy one quarter of the length of the body and contains elliptical testicles and eight peripheral prostate glands. The species name was named after Carlos Díaz Ungría. ## Hosts The life cycle of an acanthocephalan consists of three stages beginning when an infective acanthor (development of an egg) is released from the intestines of the definitive host and then ingested by an arthropod, the intermediate host. Although the intermediate hosts of most Gigantorhynchus are not known, for the order Gigantorhynchida, this intermediate host is usually an insect. When the acanthor molts, the second stage called the acanthella begins. This stage involves penetrating the wall of the mesenteron or the intestine of the intermediate host and growing. The final stage is the infective cystacanth which is the larval or juvenile state of an Acanthocephalan, differing from the adult only in size and stage of sexual development. The cystacanths within the intermediate hosts are consumed by the definitive host, usually attaching to the walls of the intestines, and as adults they reproduce sexually in the intestines. The acanthor are passed in the feces of the definitive host and the cycle repeats. There are no known paratenic hosts (hosts where parasites infest but do not undergo larval development or sexual reproduction) for Gigantorhynchus. Gigantorhynchus species infest marsupials and myrmecophagids (anteaters) in Central and South America and possibly a baboon from Africa. They are found in the intestines. Cystacanths, the larval state of an Acanthocephalan, of G. echinodiscus were found in the hemocoels of soldier termites, the intermediate host. Termites infested with G. echinodiscus show head shape abnormalities and discolouration. Although worker termites feed directly on the feces of the definitive host (the location of the eggs of G. echinodiscus) it is not known why they are not infected with cystacanths or how they pass the eggs on to the soldiers where they develop into cystocanths. The giant anteater diet consists almost entirely of termites and the cystacanths from consumed termites mature and reproduce in the intestines of the host and the eggs are then passed in the feces. Infestation of the giant anteater can cause at least partial obstructions of the intestines, severe lesions of the intestinal wall, and may lead to death.
78,249
Damon Hill
1,156,535,157
British racing driver (born 1960)
[ "1960 births", "24 Hours of Le Mans drivers", "Arrows Formula One drivers", "BBC Sports Personality of the Year winners", "BRDC Gold Star winners", "Brabham Formula One drivers", "British Formula 3000 Championship drivers", "British Formula Three Championship drivers", "British Touring Car Championship drivers", "English Formula One drivers", "English autobiographers", "English male guitarists", "English motorcycle racers", "English racing drivers", "Formula Ford drivers", "Formula One World Drivers' Champions", "Formula One race winners", "International Formula 3000 drivers", "Jordan Formula One drivers", "Living people", "Officers of the Order of the British Empire", "People educated at Haberdashers' Boys' School", "Racing drivers from London", "Segrave Trophy recipients", "Sportspeople from Hampstead", "Williams Formula One drivers" ]
Damon Graham Devereux Hill, OBE (born 17 September 1960) is a British former professional racing driver from England and the 1996 Formula One World Champion. He is the son of Graham Hill, and, along with Nico Rosberg, one of two sons of a Formula One World Champion to also win the title. He started racing on motorbikes in 1981, and after minor success moved on to single-seater racing cars. Hill became a test driver for the Formula One title-winning Williams team in 1992. He was promoted to the Williams race team the following year after Riccardo Patrese's departure and took the first of his 22 victories at the 1993 Hungarian Grand Prix. During the mid-1990s, Hill was Michael Schumacher's main rival for the Formula One Drivers' Championship, which saw the two clash several times on and off the track. Their collision at the 1994 Australian Grand Prix gave Schumacher his first title by a single point. Hill became champion in 1996 with eight wins, but was dropped by Williams for the following season. He went on to drive for the less competitive Arrows and Jordan teams, and in 1998 gave Jordan their first win. Hill retired from racing after being dropped by Jordan following the 1999 season. In 2006, he became president of the British Racing Drivers' Club, succeeding Sir Jackie Stewart. Hill stepped down from the position in 2011 and was succeeded by Derek Warwick. He presided over the securing of a 17-year contract for Silverstone to hold Formula One races, which enabled the circuit to see extensive renovation work. Hill currently works as part of the Sky Sports F1 broadcasting support team providing expert analysis during free practice sessions. ## Personal and early life Hill was born in Hampstead, London, to Graham and Bette Hill. Graham Hill was a racing driver in the international Formula One series. He won the world Drivers' Championship in 1962 and 1968, and became a well-known personality in the United Kingdom. Graham Hill's career provided a comfortable living. Bette (née Shubrook) was a former rower and medalist at the European Rowing Championships. By 1975 the family lived in a "25-room country mansion" in Hertfordshire and Damon attended the independent The Haberdashers' Aske's Boys' School. The death of his father in an aeroplane crash in 1975 left the 15-year-old Hill, his mother, and sisters Samantha and Brigitte in drastically reduced circumstances. Hill worked as a labourer and a motorcycle courier to support his further education. Hill is married to Susan "Georgie" George and they have four children, including Joshua. One son was born with Down syndrome and Hill and Georgie are both patrons of the Down's Syndrome Association. In 2009, Hill also became the first patron of St. Joseph's Specialist School and College, a school for children with severe learning disabilities and autism in Cranleigh, Surrey. Joshua started racing in 2008, competing in the British Formula Renault Championship in 2011. Joshua retired from motor racing in 2013. Hill is the Patron of the charity Disability Africa which runs inclusion projects for disabled children in African countries. ## Career ### Pre-Formula One Hill started his motorsport career in motorcycle racing in 1981. He used the same simple, easily identifiable helmet design as his father: eight white oar blades arranged vertically around the upper surface of a dark blue helmet. The device and colours represent the London Rowing Club for which Graham Hill rowed in the early 1950s. Although he won a 350 cc clubman's championship at the Brands Hatch circuit, his racing budget came from working as a building labourer. He also worked as a dispatch rider for Apollo Despatch in London, then later Special Delivery, a London motorcycle dispatch company and was provided TZ350 racing bikes by them. His mother, who was concerned about the dangers of racing motorcycles, persuaded him to take a racing car course at the Winfield Racing School in France in 1983. Although he showed "above-average aptitude", Hill had only sporadic single-seater races until the end of 1984. He graduated through British Formula Ford, winning six races driving a Van Diemen for Manadient Racing in 1985, his first full season in cars, and finishing third and fifth in the two UK national championships. He also took third place in the final of the 1985 Formula Ford Festival, helping the UK to win the team prize. For 1986, Hill planned to move up to the British Formula Three Championship with title-winning team West Surrey Racing. The loss of sponsorship from Ricoh, and then the death of his proposed teammate Bertrand Fabi in a testing accident, ended Hill's proposed drive. Hill says "When Bert was killed, I took the conscious decision that I wasn't going to stop doing that sort of thing. It's not just competing, it's doing something more exciting. I'm at my fullest skiing, racing or whatever. And I'm more frightened of letting it all slip and reaching 60 and finding I've done nothing." Hill borrowed £100,000 to finance his racing and had a steady first season for Murray Taylor Racing in 1986 before taking a brace of wins in each of the following years for Intersport. He finished third in the 1988 championship. In Europe in the 1990s, a successful driver would usually progress from Formula Three either directly to Formula One, the pinnacle of the sport, or to the International Formula 3000 championship. However, Hill did not have enough sponsorship available to fund a drive in F3000. He says "I ended up having to reappraise my career a bit. The first thing was to realise how lucky I was to be driving anything. I made the decision that whatever I drove I would do it to the best of my ability and see where it led." He took a one-off drive in the lower level British F3000 championship and shared a Porsche 962 at Le Mans for Richard Lloyd Racing, where the engine failed after 228 laps. He also competed in one race in the British Touring Car Championship at Donington Park, driving a Ford Sierra RS500. Midway through the season, an opportunity arose at the uncompetitive Mooncraft F3000 team. The team tested Hill and Perry McCarthy. Their performances were comparable but according to the team manager, John Wickham, the team sponsors preferred the Hill name. Although his best result was a 15th place, Hill's race performances for Mooncraft led to an offer to drive a Lola chassis for Middlebridge Racing in 1990. He took three pole positions and led five races in 1990, but did not win a race during his Formula 3000 career. ### Formula One #### Brabham (1992) Hill started his Grand Prix career during the 1991 season as a test driver with the championship-winning Williams team while still competing in the F3000 series. However, midway through 1992 Hill broke into Grand Prix racing as a driver with the dying Brabham team. The formerly competitive team was in serious financial difficulties. Hill started the season only after three races, replacing Giovanna Amati after her sponsorship had failed to materialise. Amati had been unable to get the car through qualifying but Hill matched his teammate, Eric van de Poele, by qualifying for two races, the mid-season British and Hungarian Grands Prix. Hill continued to test for the Williams team that year and the British Grand Prix saw Nigel Mansell win the race for Williams, while he finished last in the Brabham. The Brabham team collapsed after the Hungarian Grand Prix and did not complete the season. #### Williams (1993–96) When Mansell's teammate Riccardo Patrese left Williams to drive for Benetton in 1993, Hill was unexpectedly promoted to the race team alongside triple World Champion Alain Prost ahead of more experienced candidates such as Martin Brundle and Mika Häkkinen. Traditionally, the reigning driver's World Champion carried the number "1" on his car and his teammate took the number "2". Because Mansell, the 1992 champion, was not racing in Formula One in 1993, Williams as Constructors' Champion were given numbers "0" and "2". As the junior partner to Prost, Hill took "0", the second man in Formula One history to do so, after Jody Scheckter in 1973. 1993 The season did not start well when Hill spun out of second place shortly after the start of the and failed to finish the race after colliding with Alessandro Zanardi on lap 17. At the , Hill qualified and spent the early stages of the race running second behind Prost, and then took the lead when Prost crashed, but was relegated back to second by another three-time World Champion, Ayrton Senna. Nevertheless, the race still gave Hill his first podium finish. In the next round in Europe, Hill again finished second behind Senna and ahead of a lapped Prost. In his first full season, Hill benefited from the experience of his veteran French teammate. He continued to impress as the season went on, and in San Marino Hill took the lead at the start, though he was passed by Prost and Senna and ultimately retired with a spin due to a brake failure. Mechanical problems returned in Spain where he kept pace with Prost for most of the race only for his engine to fail. After strong podiums in Monaco and Canada, Hill took his first career pole in France, finishing second to Prost after team orders prevented him from seriously challenging for the win. He looked set to win the before another engine failure put him out and led the comfortably only to suffer a puncture with two laps left, handing the win to Prost. At the Hungarian race, Hill did take his first career win after leading from start to finish. In doing so he became the first son of a Formula One Grand Prix winner to take victory himself, and he followed it with two more wins, first at Spa where he took the lead following a pit stop problem for Prost, and then at the where Prost's engine failed towards the end. His third consecutive win clinched the Constructors' Championship for Williams and moved him temporarily to second in the Drivers' standings. At the Hill came from the back of the grid to third, having stalled on the warm up lap from pole. He finished the season by finishing fourth in Japan and third in Australia, though he lost second in the Drivers' Championship to Ayrton Senna, who passed Hill by winning the last two races. 1994 In 1994, Ayrton Senna joined Hill at Williams. As the reigning champion, this time Prost, was again no longer racing, Hill retained his number '0'. The pre-season betting was that Senna would coast to the title, but the Benetton team and Michael Schumacher initially proved more competitive and won the first three races. At the on 1 May, Senna died after his car crashed into a concrete barrier while he was leading. With the team undergoing investigation from the Italian authorities on manslaughter charges, Hill found himself team leader with only one season's experience in the top flight. It was widely reported at the time that the Williams car's steering column had failed, though Hill told BBC Sport in 2004 that he believed Senna simply took the corner too fast for the conditions, referring to the fact that the car had just restarted the race with cold tyres after being slowed down by a safety car. Hill represented Williams alone at the next race, the . His race ended early in a collision involving several cars on the opening lap of the race. For the following race, the , Williams's test driver David Coulthard was promoted to the race team alongside Hill, who won the race just four weeks after Senna's death. Schumacher led by 66 points to 29 by the midpoint of the season. At the , Frank Williams brought back Nigel Mansell, for the French, European, Japanese and Australian Grands Prix with Coulthard doing the majority of the 1994 season. Mansell earned approximately £900,000 for each of his four races, while Hill was paid £300,000 for the entire season, though Hill's position as lead driver remained unquestioned. Hill came back into contention for the title after winning the , a race his father had never won. Schumacher was disqualified from that race and banned for two further races for overtaking Hill during the formation lap and ignoring the subsequent black flag. Four more victories for Hill, three of which were in races where Schumacher was excluded or disqualified, took the title battle to the final event at Adelaide. At Schumacher's first race since his ban, the , he suggested that Hill (who was eight years his senior) was not a world-class driver. However, during the penultimate race at the , Hill took victory ahead of Schumacher in a rain-soaked event. This put Hill just one point behind the German before the last race of the season. Neither Hill nor Schumacher finished the season-closing , after a controversial collision which gave the title to Schumacher. Schumacher ran off the track hitting the wall with the right-hand side of his Benetton while leading. Coming into the sixth corner Hill moved to pass the Benetton and the two collided, breaking the Williams's front left suspension wishbone, and forcing both drivers' retirement from the race. BBC Formula One commentator Murray Walker, had often maintained that Schumacher did not cause the crash intentionally, but Williams co-owner Patrick Head felt differently. In 2006 he said that at the time of the incident "Williams were already 100% certain that Michael was guilty of foul play" but did not protest Schumacher's title because the team was still dealing with the death of Ayrton Senna. In 2007, Hill explicitly accused Schumacher of causing the collision deliberately. Hill's season earned him the 1994 BBC Sports Personality of the Year. 1995 Coming into the 1995 season, Hill was one of the title favourites. The Williams team were reigning Constructors' Champions, having beaten Benetton in 1994, and with young David Coulthard, who was embarking on his first full season in Formula One, as teammate, Hill was the clear number one driver. The year seemed to start well with pole position in Brazil, although a spin while in the lead due to a mechanical problem handed the lead to Schumacher. But wins in the next two races put him in the championship lead. However, Schumacher won seven of the next twelve races, and took his second title with two races to spare, while Benetton took the Constructors' Championship. Schumacher and Hill had several on-track incidents during the season, two of which led to suspended one-race bans for both. Schumacher's penalty was for blocking and forcing Hill off the road at the ; Hill's was for colliding with Schumacher under braking at the . Hill's season finished positively when he won the by finishing two laps ahead of the runner-up, Olivier Panis in a Ligier. 1996 In 1996 the Williams car was clearly the quickest in Formula One and Hill went on to win the title ahead of his teammate, reigning Indycar champion Jacques Villeneuve, becoming the first son of a Formula One champion to win the championship himself. Taking eight wins and never qualifying off the front row, Hill enjoyed by far his most successful season. At Monaco, where his father had won five times in the 1960s, he led until his engine failed, curtailing his race and allowing Olivier Panis to take his only Formula One win. Near the end of the season, Villeneuve began to mount a title challenge and took pole in the Japanese Grand Prix, the final race of the year. However, Hill took the lead at the start and won both the race and the championship while the Canadian retired. Hill equalled the record for starting all 16 races of the season from the front row, matching Ayrton Senna in 1989 and Alain Prost in 1993. Despite winning the title, Hill learned before the season's close that he was to be dropped by Williams in favour of Heinz-Harald Frentzen for the following season. Hill left Williams as the team's second most successful driver in terms of race victories, with 21, second only to Mansell. Hill's 1996 World Championship earned him his second BBC Sports Personality of the Year Award, making him one of only five people to receive the award twice – the others being boxer Henry Cooper, Nigel Mansell, Andy Murray and Lewis Hamilton. Hill was also awarded the Segrave Trophy by the Royal Automobile Club. The trophy is awarded to the British national who accomplishes the most outstanding demonstration of the possibilities of transport by land, sea, air, or water. #### Arrows (1997) Hill became the fourth driver in nine years to win the World Drivers' Championship for Williams and not drive for the team the following season, as occurred with Nelson Piquet (1987 champion – 1988 driver for Lotus), Nigel Mansell (1992 champion – 1993 driver in the US-based Indy Car World Series instead of F1) and Alain Prost (1993 champion – retired in 1994). As World Champion, Hill was in high demand and had offers for a race seat from McLaren, Benetton and Ferrari but not adequately financially valued despite his status. As a consequence, he opted to sign for Arrows, a team which had never won a race in its 20-year history and had scored only a single point the previous year. Hill's title defence in 1997 proved unsuccessful, getting off to a poor start when he only narrowly qualified for the and then retired on the parade lap. The Arrows car, which used tyres from series debutant Bridgestone and previously unproven Yamaha engines, was generally uncompetitive, and Hill did not score his first point for the team until the at Silverstone in July. His best result for the year then came at the . On a day when the Bridgestone tyres had a competitive edge over their Goodyear rivals, Hill qualified third in a car that had not previously placed higher than 9th on the grid. During the race, he passed his rival and new championship contender, Michael Schumacher, on the track and was leading late in the race, 35 seconds ahead of the eventual 1997 World Champion, Villeneuve, until a hydraulic problem drastically slowed the Arrows. Villeneuve thus passed Hill, who finished second. #### Jordan (1998–99) Only after one year with Arrows, Hill came close to signing a deal with Alain Prost's team, before deciding to instead sign up with the Jordan team for the 1998 season. His new teammate was Ralf Schumacher, younger brother of Michael. In the first half of the season, the Jordan 198 car was off the pace and unreliable until improvements in performance from the . During that race, Hill progressed to second place as others retired or made pit stops for fuel. On lap 38, Michael Schumacher, who was delayed by a stop-and-go penalty after forcing Frentzen's Williams off the track, caught Hill on the home straight; Hill moved across the track three times to block Schumacher, who took the place by running over the kerbs at the last chicane. Hill then ran fourth after his only pit stop before retiring due to an electrical failure. After the race, Schumacher accused Hill of dangerous driving. Hill responded by stating that Schumacher "cannot claim anyone drives badly when you look at the things he's been up to in his career. He took Frentzen out completely." At the , Hill scored his first point of the year and at the , in very wet conditions, he took the Jordan team's maiden win. At that race, Hill was leading late in the race, with teammate Schumacher closing rapidly, when he asked the team whether they would be allowed to race each other. Team principal Eddie Jordan ordered Ralf Schumacher to hold position instead of risking losing a 1–2 finish. The victory was his first since being dropped by the Williams team. Hill finished the season with a last lap pass on Frentzen at the , which earned him fourth place in the race and Jordan fourth position in that year's Constructors' Championship. Hopes were high for 1999, but Hill did not enjoy a good season. Struggling with the newly introduced four-grooved tyres, he was outpaced by his new teammate, Heinz-Harald Frentzen, who was Hill's replacement at Williams two years prior. After a crash at the , Hill announced plans to retire from the sport at the end of the year, but after failing to finish the that Frentzen won, he considered quitting the sport immediately. Jordan persuaded Hill to at least stay for the . Going into that race weekend, Hill announced he would retire after the Grand Prix, leading Jordan to test Jos Verstappen in case Hill had to be quickly replaced. Following a strong fifth place at his home event, however, Hill changed his mind and decided to see out the year. His best result for the remainder of the season was sixth place, which he achieved in both Hungary and Belgium. With three races of 1999 to go, there were rumours that the Prost Grand Prix team would release Jarno Trulli early after he signed for Jordan's 2000 campaign as Hill's replacement. At the same time, his teammate, Frentzen, became a title contender going into the final few races of the season and, eventually, finished third in the championship. In so doing, both Hill and Frentzen helped Jordan to achieve its best-ever finish with a third position in the Constructors' Championship. Hill's last race was the where he spun off the track and pulled into the pit lane citing mental fatigue. ## After racing In retirement Hill has continued to be involved with cars and motorsport. He founded the Prestige and Super Car Private Members Club P1 International with Michael Breen in 2000; Breen bought Hill out in October 2006. Hill also became involved in a BMW dealership, just outside Royal Leamington Spa, that bore his name and an Audi dealership in Exeter. In April 2006, Hill succeeded Jackie Stewart as President of the British Racing Drivers' Club (BRDC). In 2009 he received an Honorary Fellowship from the University of Northampton recognising his successful career and his connection with Northampton through Silverstone and the BRDC. Hill also made a UK television advert with F1 commentator Murray Walker for Pizza Hut, in which Walker commentated on Hill's meal as if it were a race. Hill has also appeared on many British television programmes, including Top Gear, This is Your Life, TFI Friday, Shooting Stars and Bang Bang, It's Reeves and Mortimer. Hill has raced both cars and motorcycles at the Goodwood Festival of Speed, and in 2005 he tested the new GP2 Series car. He drove the 600 bhp (450 kW) Grand Prix Masters single seater racing vehicle for a test run around the Silverstone Circuit in mid-2006. He had discussions to join the series limited to retired Formula One drivers who were aged 45 or over but these talks did not materialise in a drive. Hill served as the driver representative on the stewards' panel at the 2010 Monaco Grand Prix which decided to penalize Hill's former rival Michael Schumacher for overtaking under yellow flag conditions. The decision led to Hill receiving hate mail. Between 18 and 19 May 2012, Hill along with Mark Blundell, Perry McCarthy, Martin Donnelly and Julian Bailey participated in the first round of the VW Scirocco R-Cup at Brands Hatch to raise funds for the Halow Charity. Hill completed seven laps of the circuit before retiring. On 7 October 2012, Hill drove his father's BRM in celebration of the 50th anniversary of having won the 1962 F1 World Championship. In June 2018, Hill became the President of the Brooklands Trust Members who are the support group for Brooklands Museum. Hill published his autobiography, Watching the Wheels, in 2016, in which he revealed he had suffered with depression. ### Broadcaster Hill has also regularly appeared in the British media. In June 1975 he appeared alongside his father on the popular television programme Jim'll Fix It. He again appeared on the programme in January 1995, marking the twentieth anniversary of the show. He has contributed many articles to F1 Racing magazine and has twice appeared in ITV F1's commentary box, covering for Martin Brundle at the 2007 and 2008 Hungarian Grands Prix. British Sky Broadcasting signed Hill to join their F1 presentation team on Sky Sports F1 as a British driver's pundit starting from the 2012 Formula One World Championship. ### Music career Hill was interested in music from an early age and formed the punk band the "Hormones" with some friends while at school. After achieving success in Formula One, he was able to play guitar with several famous musicians, including his friend George Harrison, and appeared on "Demolition Man", the opening track of Def Leppard's 1999 album Euphoria. Hill also made a regular appearance at the British Grand Prix alongside other Formula One musicians such as Eddie Jordan. After his retirement at the end of the 1999 season, Hill devoted more time to music and played with celebrity bands including Spike Edney's SAS band, and Pat Cash's Wild Colonial Boys. Hill also formed his own band, The Conrods, which was active between 1999 and 2003 and played cover versions of well-known songs from The Rolling Stones, The Beatles and The Kinks. Since becoming president of the BRDC in 2006, Hill says he has stopped playing the guitar, being "too busy doing school runs and looking after pets." ## Racing record ### Career summary ### Complete International Formula 3000 results (key) (Races in bold indicate pole position; races in italics indicate fastest lap.) ### Complete British Touring Car Championship results (key) (Races in bold indicate pole position; races in italics indicate fastest lap.) ‡ Endurance driver. ### 24 Hours of Le Mans results ### Complete Formula One results (key) (Races in bold indicate pole position) (Races in italics indicate fastest lap) <sup>†</sup> Did not finish, but was classified as he had completed more than 90% of the race distance.
14,449,116
History of timekeeping devices
1,170,873,291
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[ "History of measurement", "History of technology", "History of timekeeping", "Timekeeping" ]
The history of timekeeping devices dates back to when ancient civilizations first observed astronomical bodies as they moved across the sky. Devices and methods for keeping time have gradually improved through a series of new inventions, starting with measuring time by continuous processes, such as the flow of liquid in water clocks, to mechanical clocks, and eventually repetitive, oscillatory processes, such as the swing of pendulums. Oscillating timekeepers are used in all modern timepieces. Sundials and water clocks were first used in ancient Egypt from 1500 BC and later by the Babylonians, the Greeks and the Chinese. Incense clocks were being used in China by the 6th century. In the medieval period, Islamic water clocks were unrivalled in their sophistication until the mid-14th century. The hourglass, invented in Europe, was one of the few reliable methods of measuring time at sea. In medieval Europe, purely mechanical clocks were developed after the invention of the bell-striking alarm, used to signal the correct time to ring monastic bells. The weight-driven mechanical clock controlled by the action of a verge and foliot was a synthesis of earlier ideas from European and Islamic science. Mechanical clocks were a major breakthrough, one notably designed and built by Henry de Vick in c. 1360, which established basic clock design for the next 300 years. Minor developments were added, such as the invention of the mainspring in the early 15th century, which allowed small clocks to be built for the first time. The next major improvement in clock building, from the 17th century, was the discovery that clocks could be controlled by harmonic oscillators. Leonardo da Vinci had produced the earliest known drawings of a pendulum in 1493–1494, and in 1582 Galileo Galilei had investigated the regular swing of the pendulum, discovering that frequency was only dependent on length, not weight. The pendulum clock, designed and built by Dutch polymath Christiaan Huygens in 1656, was so much more accurate than other kinds of mechanical timekeepers that few verge and foliot mechanisms have survived. Other innovations in timekeeping during this period include inventions for striking clocks, the repeating clock and the deadbeat escapement. Error factors in early pendulum clocks included temperature variation, a problem tackled during the 18th century by the English clockmakers John Harrison and George Graham. Following the Scilly naval disaster of 1707, after which governments offered a prize to anyone who could discover a way to determine longitude, Harrison built a succession of accurate timepieces, introducing the term chronometer. The electric clock, invented in 1840, was used to control the most accurate pendulum clocks until the 1940s, when quartz timers became the basis for the precise measurement of time and frequency. The wristwatch, which had been recognised as a valuable military tool during the Boer War, became popular after World War I, in variations including non-magnetic, battery-driven, and solar powered, with quartz, transistors and plastic parts all introduced. Since the early 2010s, smartphones and smartwatches have become the most common timekeeping devices. The most accurate timekeeping devices in practical use today are atomic clocks, which can be accurate to a few billionths of a second per year and are used to calibrate other clocks and timekeeping instruments. ## Continuous timekeeping devices Ancient civilizations observed astronomical bodies, often the Sun and Moon, to determine time. According to the historian Eric Bruton, Stonehenge is likely to have been the Stone Age equivalent of an astronomical observatory, used for seasonal and annual events such as equinoxes or solstices. As megalithic civilizations left no recorded history, little is known of their timekeeping methods. Mesoamericans modified their usual vigesimal (base-20) counting system when dealing with calendars to produce a 360-day year. Aboriginal Australians understood the movement of objects in the sky well, and used their knowledge to construct calendars and aid navigation; most Aboriginal cultures had seasons that were well-defined and determined by natural changes throughout the year, including celestial events. Lunar phases were used to mark shorter periods of time; the Yaraldi of South Australia being one of the few people recorded as having a way to measure time during the day, which was divided into seven parts using the position of the Sun. All timekeepers before the 13th century relied upon methods that used something that moved continuously. No early method of keeping time changed at a steady rate. Devices and methods for keeping time have improved continuously through a long series of new inventions and ideas. ### Shadow clocks and sundials The first devices used for measuring the position of the Sun were shadow clocks, which later developed into the sundial. The oldest of all known sundials dates back to c. 1500 BC (during the 19th Dynasty), and was discovered in the Valley of the Kings in 2013. Obelisks could indicate whether it was morning or afternoon, as well as the summer and winter solstices. A kind of shadow clock was developed c. 500 BC that was similar in shape to a bent T-square. It measured the passage of time by the shadow cast by its crossbar, and was oriented eastward in the mornings, and turned around at noon, so it could cast its shadow in the opposite direction. A sundial is referred to in the Bible, in 2 Kings 20:9–11, when Hezekiah, king of Judea during the 8th century BC, is recorded as being healed by the prophet Isaiah and asks for a sign that he would recover: > And Isaiah said, This sign shalt thou have of the Lord, that the Lord will do the thing that he hath spoken: shall the shadow go forward ten degrees, or go back ten degrees? And Hezekiah answered, It is a light thing for the shadow to go down ten degrees: nay, but let the shadow return backward ten degrees. And Isaiah the prophet cried unto the Lord: and he brought the shadow ten degrees backward, by which it had gone down in the dial of Ahaz. A clay tablet from the late Babylonian period describes the lengths of shadows at different times of the year. The Babylonian writer Berossos () is credited by the Greeks with the invention of a hemispherical sundial hollowed out of stone; the path of the shadow was divided into 12 parts to mark the time. Greek sundials evolved to become highly sophisticated—Ptolemy's Analemma, written in the 2nd century AD, used an early form of trigonometry to derive the position of the Sun from data such as the hour of day and the geographical latitude. The Romans borrowed the idea of the sundial from the Greeks. The military commander Pliny the Elder recorded that the first sundial in Rome arrived in 264 BC, looted from Catania in Sicily; according to him, it gave the incorrect time for a century, until the markings and angle appropriate for Rome's latitude were used. According to the German historian of astronomy Ernst Zinner, sundials were developed during the 13th century with scales that showed equal hours. The first based on polar time appeared in Germany c. 1400; an alternative theory proposes that a Damascus sundial measuring in polar time can be dated to 1372. European treatises on sundial design appeared c. 1500. An Egyptian method of determining the time during the night, used from at least 600 BC, was a type of plumb-line called a merkhet. A north–south meridian was created using two merkhets aligned with Polaris, the north pole star. The time was determined by observing particular stars as they crossed the meridian. ### Water clocks The oldest description of a clepsydra, or water clock, is from the tomb inscription of an early 18th Dynasty (c. 1500 BC) Egyptian court official named Amenemhet, who is identified as its inventor. It is assumed that the object described on the inscription is a bowl with markings to indicate the time. The oldest surviving water clock was found in the tomb of pharaoh Amenhotep III (c. 1417–1379 BC). There are no recognised examples in existence of outflowing water clocks from ancient Mesopotamia, but written references have survived. The introduction of the water clock to China, perhaps from Mesopotamia, occurred as far back as the 2nd millennium BC, during the Shang dynasty, and at the latest by the 1st millennium BC. Around 550 AD, Yin Kui (殷蘷) was the first in China to write of the overflow or constant-level tank in his book "Lou ke fa (漏刻法)". Around 610, two Sui dynasty inventors, Geng Xun (耿詢) and Yuwen Kai (宇文愷), created the first balance clepsydra, with standard positions for the steelyard balance. In 721 the mathematician Yi Xing and government official Liang Lingzan regulated the power of the water driving an astronomical clock, dividing the power into unit impulses so that motion of the planets and stars could be duplicated. In 976, the Song dynasty astronomer Zhang Sixun addressed the problem of the water in clepsydrae freezing in cold weather when he replaced the water with liquid mercury. A water-powered astronomical clock tower was built by the polymath Su Song in 1088, which featured the first known endless power-transmitting chain drive. The Greek philosophers Anaxagoras and Empedocles both referred to water clocks that were used to enforce time limits or measure the passing of time. The Athenian philosopher Plato is supposed to have invented an alarm clock that used lead balls cascading noisily onto a copper platter to wake his students. A problem with most clepsydrae was the variation in the flow of water due to the change in fluid pressure, which was addressed from 100 BC when the clock's water container was given a conical shape. They became more sophisticated when innovations such as gongs and moving mechanisms were included. There is evidence that the 1st century BC Tower of the Winds in Athens once had eight sundials, a water clock, and a wind vane. In Greek tradition, clepsydrae were used in court, a practise later adopted by the Ancient Romans. The first geared clock, invented in the 11th century by the Arab engineer Ibn Khalaf al-Muradi in Islamic Iberia, was a water clock that employed both segmental and epicyclic gearing. Islamic water clocks, which used complex gear trains and included arrays of automata, were unrivalled in their sophistication until the mid-14th century. Liquid-driven mechanisms (using heavy floats and a constant-head system) were developed that enabled water clocks to work at a slower rate. The 12th-century Jayrun Water Clock at the Umayyad Mosque in Damascus was constructed by Muhammad al-Sa'ati, and was later described by his son Ridwan ibn al-Sa'ati in his On the Construction of Clocks and their Use (1203). A sophisticated water-powered astronomical clock was described by Al-Jazari in his treatise on machines, written in 1206. This castle clock was about 11 metres (36 ft) high, and included a display of the zodiac and the solar and lunar paths, and doors that opened on the hour, to reveal a mannequin. In 1235, a water-powered clock that "announced the appointed hours of prayer and the time both by day and by night" stood in the entrance hall of the Mustansiriya Madrasah in Baghdad. ### Chinese incense clocks Incense clocks were first used in China around the 6th century, mainly for religious purposes, but also for social gatherings or by scholars. Due to their frequent use of Devanagari characters, American sinologist Edward H. Schafer has speculated that incense clocks were invented in India. As incense burns evenly and without a flame, the clocks were safe for indoor use. To mark different hours, differently scented incenses (made from different recipes) were used. The incense sticks used could be straight or spiralled; the spiralled ones were intended for long periods of use, and often hung from the roofs of homes and temples. Some clocks were designed to drop weights at even intervals. Incense seal clocks had a disk etched with one or more grooves, into which incense was placed. The length of the trail of incense, directly related to the size of the seal, was the primary factor in determining how long the clock would last; to burn 12 hours an incense path of around 20 metres (66 ft) has been estimated. The gradual introduction of metal disks, most likely beginning during the Song dynasty, allowed craftsmen to more easily create seals of different sizes, design and decorate them more aesthetically, and vary the paths of the grooves, to allow for the changing length of the days in the year. As smaller seals became available, incense seal clocks grew in popularity and were often given as gifts. ### Astrolabes Sophisticated timekeeping astrolabes with geared mechanisms were made in Persia. Examples include those built by the polymath Abū Rayhān Bīrūnī in the 11th century and the astronomer Muhammad ibn Abi Bakr al‐Farisi in c.1221. A brass and silver astrolabe (which also acts as a calendar) made in Isfahan by al‐Farisi is the earliest surviving machine with its gears still intact. Openings on the back of the astrolabe depict the lunar phases and gives the Moon's age; within a zodiacal scale are two concentric rings that show the relative positions of the Sun and the Moon. Muslim astronomers constructed a variety of highly accurate astronomical clocks for use in their mosques and observatories, such as the astrolabic clock by Ibn al-Shatir in the early 14th century. ### Candle clocks and hourglasses One of the earliest references to a candle clock is in a Chinese poem, written in 520 by You Jianfu, who wrote of the graduated candle being a means of determining time at night. Similar candles were used in Japan until the early 10th century. The invention of the candle clock was attributed by the Anglo-Saxons to Alfred the Great, king of Wessex (r. 871–889), who used six candles marked at intervals of one inch (25 mm), each made from 12 pennyweights of wax, and made to be 12 centimetres (4.7 in) high and of a uniform thickness. The 12th century Muslim inventor Al-Jazari described four different designs for a candle clock in his book Book of Knowledge of Ingenious Mechanical Devices. His so-called "scribe" candle clock was invented to mark the passing of 14 hours of equal length: a precisely engineered mechanism caused a candle of specific dimensions to be slowly pushed upwards, which caused an indicator to move along a scale. Every hour a small ball emerged from the beak of a bird. The hourglass was one of the few reliable methods of measuring time at sea, and it has been speculated that it was used on board ships as far back as the 11th century, when it would have complemented the compass as an aid to navigation. The earliest unambiguous evidence of the use an hourglass appears in the painting Allegory of Good Government, by the Italian artist Ambrogio Lorenzetti, from 1338. The Portuguese navigator Ferdinand Magellan used 18 hourglasses on each ship during his circumnavigation of the globe in 1522. Though used in China, the hourglass's history there is unknown, but does not seem to have been used before the mid-16th century, as the hourglass implies the use of glassblowing, then an entirely European and Western art. From the 15th century onwards, hourglasses were used in a wide range of applications at sea, in churches, in industry, and in cooking; they were the first dependable, reusable, reasonably accurate, and easily constructed time-measurement devices. The hourglass took on symbolic meanings, such as that of death, temperance, opportunity, and Father Time, usually represented as a bearded, old man. ## History of early oscillating devices in timekeepers The English word clock first appeared in Middle English as clok, cloke, or clokke. The origin of the word is not known for certain; it may be a borrowing from French or Dutch, and can perhaps be traced to the post-classical Latin clocca ('bell'). 7th century Irish and 9th century Germanic sources recorded clock as meaning 'bell'. Judaism, Christianity and Islam all had times set aside for prayer, although Christians alone were expected to attend prayers at specific hours of the day and night—what the historian Jo Ellen Barnett describes as "a rigid adherence to repetitive prayers said many times a day". The bell-striking alarms warned the monk on duty to toll the monastic bell. His alarm was a timer that used a form of escapement to ring a small bell. This mechanism was the forerunner of the escapement device found in the mechanical clock. ### 13th century The first innovations to improve on the accuracy of the hourglass and the water clock occurred in the 10th century, when attempts were made to slow their rate of flow using friction or the force of gravity. The earliest depiction of a clock powered by a hanging weight is from the Bible of St Louis, an illuminated manuscript that shows a clock being slowed by water acting on a wheel. The illustration seems to show that weight-driven clocks were invented in western Europe. A treatise written by Robertus Anglicus in 1271 shows that medieval craftsmen were attempting to design a purely mechanical clock (i.e. only driven by gravity) during this period. Such clocks were a synthesis of earlier ideas derived from European and Islamic science, such as gearing systems, weight drives, and striking mechanisms. In 1250, the artist Villard de Honnecourt illustrated a device that was the step towards the development of the escapement. Another forerunner of the escapement was the horologia nocturna, which used an early kind of verge mechanism to operate a knocker that continuously struck a bell. The weight-driven clock was probably a Western European invention, as a picture of a clock shows a weight pulling an axle around, its motion slowed by a system of holes that slowly released water. In 1271, the English astronomer Robertus Anglicus wrote of his contemporaries that they were in the process of developing a form of mechanical clock. ### 14th century The invention of the verge and foliot escapement in c.1275 was one of the most important inventions in both the history of the clock and the history of technology. It was the first type of regulator in horology. A verge, or vertical shaft, is forced to rotate by a weight-driven crown wheel, but is stopped from rotating freely by a foliot. The foliot, which cannot vibrate freely, swings back and forth, which allows a wheel to rotate one tooth at a time. Although the verge and foliot was an advancement on previous timekeepers, it was impossible to avoid fluctuations in the beat caused by changes in the applied forces—the earliest mechanical clocks were regularly reset using a sundial. At around the same time as the invention of the escapement, the Florentine poet Dante Alighieri used clock imagery to depict the souls of the blessed in Paradiso, the third part of the Divine Comedy, written in the early part of the 14th century. It may be the first known literary description of a mechanical clock. There are references to house clocks from 1314 onwards; by 1325 the development of the mechanical clock can be assumed to have occurred. Large mechanical clocks were built that were mounted in towers so as to ring the bell directly. The tower clock of Norwich Cathedral constructed c. 1273 (reference to a payment for a mechanical clock dated to this year) is the earliest such large clock known. The clock has not survived. The first clock known to strike regularly on the hour, a clock with a verge and foliot mechanism, is recorded in Milan in 1336. By 1341, clocks driven by weights were familiar enough to be able to be adapted for grain mills, and by 1344 the clock in London's Old St Paul's Cathedral had been replaced by one with an escapement. The foliot was first illustrated by Dondi in 1364, and mentioned by the court historian Jean Froissart in 1369. The most famous example of a timekeeping device during the medieval period was a clock designed and built by the clockmaker Henry de Vick in c.1360, which was said to have varied by up to two hours a day. For the next 300 years, all the improvements in timekeeping were essentially developments based on the principles of de Vick's clock. Between 1348 and 1364, Giovanni Dondi dell'Orologio, the son of Jacopo Dondi, built a complex astrarium in Florence. During the 14th century, striking clocks appeared with increasing frequency in public spaces, first in Italy, slightly later in France and England—between 1371 and 1380, public clocks were introduced in over 70 European cites. Salisbury Cathedral clock, dating from about 1386, is one of the oldest working clocks in the world, and may be the oldest; it still has most of its original parts. The Wells Cathedral clock, built in 1392, is unique in that it still has its original medieval face. Above the clock are figures which hit the bells, and a set of jousting knights who revolve around a track every 15 minutes. ### Later developments The invention of the mainspring in the early 15th century—a device first used in locks and for flintlocks in guns— allowed small clocks to be built for the first time. The need for an escapement mechanism that steadily controlled the release of the stored energy, led to the development of two devices, the stackfreed (which although invented in the 15th century can be documented no earlier than c.1535) and the fusee, which first originated from medieval weapons such as the crossbow. There is a fusee in the earliest surviving spring-driven clock, a chamber clock made for Philip the Good in c. 1430. Leonardo da Vinci, who produced the earliest known drawings of a pendulum in 1493–1494, illustrated a fusee in c. 1500, a quarter of a century after the coiled spring first appeared. Clock towers in Western Europe in the Middle Ages struck the time. Early clock dials showed hours; a clock with a minutes dial is mentioned in a 1475 manuscript. During the 16th century, timekeepers became more refined and sophisticated, so that by 1577 the Danish astronomer Tycho Brahe was able to obtain the first of four clocks that measured in seconds, and in Nuremberg, the German clockmaker Peter Henlein was paid for making what is thought to have been the earliest example of a watch, made in 1524. By 1500, the use of the foliot in clocks had begun to decline. The oldest surviving spring-driven clock is a device made by Bohemian Jacob Zech [cs] in 1525. The first person to suggest travelling with a clock to determine longitude, in 1530, was the Dutch instrument maker Gemma Frisius. The clock would be set to the local time of a starting point whose longitude was known, and the longitude of any other place could be determined by comparing its local time with the clock time. The Ottoman engineer Taqi ad-Din described a weight-driven clock with a verge-and-foliot escapement, a striking train of gears, an alarm, and a representation of the Moon's phases in his book The Brightest Stars for the Construction of Mechanical Clocks (Al-Kawākib al-durriyya fī wadh' al-bankāmat al-dawriyya), written around 1556. Jesuit missionaries brought the first European clocks to China as gifts. The Italian polymath Galileo Galilei is thought to have first realized that the pendulum could be used as an accurate timekeeper after watching the motion of suspended lamps at Pisa Cathedral. In 1582, he investigated the regular swing of the pendulum, and discovered that this was only dependent on its length. Galileo never constructed a clock based on his discovery, but prior to his death he dictated instructions for building a pendulum clock to his son, Vincenzo. ## Era of precision timekeeping ### Pendulum clocks The first accurate timekeepers depended on the phenomenon known as harmonic motion, in which the restoring force acting on an object moved away from its equilibrium position—such as a pendulum or an extended spring—acts to return the object to that position, and causes it to oscillate. Harmonic oscillators can be used as accurate timekeepers as the period of oscillation does not depend on the amplitude of the motion—and so it always takes the same time to complete one oscillation. The period of a harmonic oscillator is completely dependent on the physical characteristics of the oscillating system and not the starting conditions or the amplitude. The period when clocks were controlled by harmonic oscillators was the most productive era in timekeeping. The first invention of this type was the pendulum clock, which was designed and built by Dutch polymath Christiaan Huygens in 1656. Early versions erred by less than one minute per day, and later ones only by 10 seconds, very accurate for their time. Dials that showed minutes and seconds became common after the increase in accuracy made possible by the pendulum clock. Brahe used clocks with minutes and seconds to observe stellar positions. The pendulum clock outperformed all other kinds of mechanical timekeepers to such an extent that these were usually refitted with a pendulum—a task that could be done without difficulty—so that few verge escapement devices have survived in their original form. The first pendulum clocks used a verge escapement, which required wide swings of about 100° and so had short, light pendulums. The swing was reduced to around 6° after the invention of the anchor mechanism enabled the use of longer, heavier pendulums with slower beats that had less variation, as they more closely resembled simple harmonic motion, required less power, and caused less friction and wear. The first known anchor escapement clock was built by the English clockmaker William Clement in 1671 for King's College, Cambridge, now in the Science Museum, London. The anchor escapement originated with Hooke, although it has been argued that it was invented by Clement, or the English clockmaker Joseph Knibb. The Jesuits made major contributions to the development of pendulum clocks in the 17th and 18th centuries, having had an "unusually keen appreciation of the importance of precision". In measuring an accurate one-second pendulum, for example, the Italian astronomer Father Giovanni Battista Riccioli persuaded nine fellow Jesuits "to count nearly 87,000 oscillations in a single day". They served a crucial role in spreading and testing the scientific ideas of the period, and collaborated with Huygens and his contemporaries. Huygens first used a clock to calculate the equation of time (the difference between the apparent solar time and the time given by a clock), publishing his results in 1665. The relationship enabled astronomers to use the stars to measure sidereal time, which provided an accurate method for setting clocks. The equation of time was engraved on sundials so that clocks could be set using the Sun. In 1720, Joseph Williamson claimed to have invented a clock that showed solar time, fitted with a cam and differential gearing, so that the clock indicated true solar time. Other innovations in timekeeping during this period include the invention of the rack and snail striking mechanism for striking clocks by the English mechanician Edward Barlow, the invention by either Barlow or Daniel Quare, a London clock-maker, in 1676 of the repeating clock that chimes the number of hours or minutes, and the deadbeat escapement, invented around 1675 by the astronomer Richard Towneley. Paris and Blois were the early centres of clockmaking in France, and French clockmakers such as Julien Le Roy, clockmaker of Versailles, were leaders in case design and ornamental clocks. Le Roy belonged to the fifth generation of a family of clockmakers, and was described by his contemporaries as "the most skillful clockmaker in France, possibly in Europe". He invented a special repeating mechanism which improved the precision of clocks and watches, a face that could be opened to view the inside clockwork, and made or supervised over 3,500 watches during his career of almost five decades, which ended with his death in 1759. The competition and scientific rivalry resulting from his discoveries further encouraged researchers to seek new methods of measuring time more accurately. Any inherent errors in early pendulum clocks were smaller than other errors caused by factors such as temperature variation. In 1729 the Yorkshire carpenter and self-taught clockmaker John Harrison invented the gridiron pendulum, which used at least three metals of different lengths and expansion properties, connected so as to maintain the overall length of the pendulum when it is heated or cooled by its surroundings. In 1781 the clockmaker George Graham compensated for temperature variation in an iron pendulum by using a bob made from a glass jar of mercury—a liquid metal at room temperature that expands faster than glass. More accurate versions of this innovation contained the mercury in thinner iron jars to make them more responsive. This type of temperature compensating pendulum was improved still further when the mercury was contained within the rod itself, which allowed the two metals to be thermally coupled more tightly. In 1895, the invention of invar, an alloy made from iron and nickel that expands very little, largely eliminated the need for earlier inventions designed to compensate for the variation in temperature. Between 1794 and 1795, in the aftermath of the French Revolution, the French government mandated the use of decimal time, with a day divided into 10 hours of 100 minutes each. A clock in the Palais des Tuileries kept decimal time as late as 1801. ### Marine chronometer After the Scilly naval disaster of 1707, in which four ships were wrecked as a result of navigational mistakes, the British government offered a prize of £20,000, equivalent to millions of pounds today, for anyone who could determine the longitude to within 50 kilometres (31 mi) at a latitude just north of the equator. The position of a ship at sea could be determined to within 100 kilometres (62 mi) if a navigator could refer to a clock that lost or gained less than about six seconds per day. Proposals were examined by a newly created Board of Longitude. Among the many people who attempted to claim the prize was the Yorkshire clockmaker Jeremy Thacker, who first used the term chronometer in a pamphlet published in 1714. Huygens built the first sea clock, designed to remain horizontal aboard a moving ship, but that stopped working if the ship moved suddenly. In 1715, at the age of 22, Harrison had used his carpentry skills to construct a wooden eight-day clock. His clocks had innovations that included the use of wooden parts to remove the need for additional lubrication (and cleaning), rollers to reduce friction, a new kind of escapement, and the use of two different metals to reduce the problem of expansion caused by temperature variation. He travelled to London to seek assistance from the Board of Longitude in making a sea clock. He was sent to visit Graham, who assisted Harrison by arranging to finance his work to build a clock. After 30 years, his device, now named "H1" was built and in 1736 it was tested at sea. Harrison then went on to design and make two other sea clocks, "H2" (completed in around 1739) and "H3", both of which were ready by 1755. Harrison made two watches, "H4" and "H5". Eric Bruton, in his book The History of Clocks and Watches, has described H4 as "probably the most remarkable timekeeper ever made". After the completion of its sea trials during the winter of 1761–1762 it was found that it was three times more accurate than was needed for Harrison to be awarded the Longitude prize. ### Electric clocks In 1815, the prolific English inventor Francis Ronalds produced the forerunner of the electric clock, the electrostatic clock. It was powered with dry piles, a high voltage battery with extremely long life but the disadvantage of its electrical properties varying according to the air temperature and humidity. He experimented with ways of regulating the electricity and his improved devices proved to be more reliable. In 1840 the Scottish clock and instrument maker Alexander Bain, first used electricity to sustain the motion of a pendulum clock, and so can be credited with the invention of the electric clock. On January 11, 1841, Bain and the chronometer maker John Barwise took out a patent describing a clock with an electromagnetic pendulum. The English scientist Charles Wheatstone, whom Bain met in London to discuss his ideas for an electric clock, produced his own version of the clock in November 1840, but Bain won a legal battle to establish himself as the inventor. In 1857, the French physicist Jules Lissajous showed how an electric current can be used to vibrate a tuning fork indefinitely, and was probably the first to use the invention as a method for accurately measuring frequency. The piezoelectric properties of crystalline quartz were discovered by the French physicist brothers Jacques and Pierre Curie in 1880. The most accurate pendulum clocks were controlled electrically. The Shortt–Synchronome clock, an electrical driven pendulum clock designed in 1921, was the first clock to be a more accurate timekeeper than the Earth itself. A succession of innovations and discoveries led to the invention of the modern quartz timer. The vacuum tube oscillator was invented in 1912. An electrical oscillator was first used to sustain the motion of a tuning fork by the British physicist William Eccles in 1919; his achievement removed much of the damping associated with mechanical devices and maximised the stability of the vibration's frequency. The first quartz crystal oscillator was built by the American engineer Walter G. Cady in 1921, and in October 1927 the first quartz clock was described by Joseph Horton and Warren Marrison at Bell Telephone Laboratories. The following decades saw the development of quartz clocks as precision time measurement devices in laboratory settings—the bulky and delicate counting electronics, built with vacuum tubes, limited their practical use elsewhere. In 1932, a quartz clock able to measure small weekly variations in the rotation rate of the Earth was developed. Their inherent physical and chemical stability and accuracy has resulted in the subsequent proliferation, and since the 1940s they have formed the basis for precision measurements of time and frequency worldwide. ## Development of the watch The first wristwatches were made in the 16th century. Elizabeth I of England had made an inventory in 1572 of the watches she acquired, all of which were considered to be part of her jewellery collection. The first pocketwatches were inaccurate, as their size precluded them from having sufficiently well-made moving parts. Unornamented watches began to appear in c. 1625. Dials that showed minutes and seconds became common after the increase in accuracy made possible by the balance spring (or hairspring). Invented separately in 1675 by Huygens and Hooke, it enabled the oscillations of the balance wheel to have a fixed frequency. The invention resulted in a great advance in the accuracy of the mechanical watch, from around half an hour to within a few minutes per day. Some dispute remains as to whether the balance spring was first invented by Huygens or by Hooke; both scientists claimed to have come up with the idea of the balance spring first. Huygens' design for the balance spring is the type used in virtually all watches up to the present day. Thomas Tompion was one of the first clockmakers to recognise the potential of the balance spring and use it successfully in his pocket watches; the improved accuracy enabled watches to perform as well as they are generally used today, as a second hand to be added to the face, a development that occurred during the 1690s. The concentric minute hand was an earlier invention, but a mechanism was devised by Quare that enabled the hands to be actuated together. Nicolas Fatio de Duillier, a Swiss natural philosopher, is credited with the design of the first jewel bearings in watches in 1704. Other notable 18th-century English horologists include John Arnold and Thomas Earnshaw, who devoted their careers to constructing high-quality chronometers and so-called 'deck watches', smaller versions of the chronometer that could be kept in a pocket. ### Military use of the watch Watches were worn during the Franco-Prussian War (1870–1871), and by the time of the Boer War (1899–1902), watches had been recognised as a valuable tool. Early models were essentially standard pocket watches fitted to a leather strap, but, by the early 20th century, manufacturers began producing purpose-built wristwatches. In 1904, Alberto Santos-Dumont, an early aviator, asked his friend the French watchmaker Louis Cartier to design a watch that could be useful during his flights. During World War I, wristwatches were used by artillery officers. The so-called trench watch, or 'wristlets' were practical, as they freed up one hand that would normally be used to operate a pocket watch, and became standard equipment. The demands of trench warfare meant that soldiers needed to protect the glass of their watches, and a guard in the form of a hinged cage was sometimes used. The guard was designed to allow the numerals to be read easily, but it obscured the hands—a problem that was solved after the introduction of shatter-resistant Plexiglass in the 1930s. Prior to the advent of its military use, the wristwatch was typically only worn by women, but during World War I they became symbols of masculinity and bravado. ### Modern watches Fob watches were starting to be replaced at the turn of the 20th century. The Swiss, who were neutral throughout World War I, produced wristwatches for both sides of the conflict. The introduction of the tank influenced the design of the Cartier Tank watch, and the design of watches during the 1920s was influenced by the Art Deco style. The automatic watch, first introduced with limited success in the 18th century, was reintroduced in the 1920s by the English watchmaker John Harwood. After he went bankrupt in 1929, restrictions on automatic watches were lifted and companies such as Rolex were able to produce them. In 1930, Tissot produced the first ever non-magnetic wristwatch. The first battery-driven watches were developed in the 1950s. High quality watches were produced by firms such as Patek Philippe, an example made in 1933, an example being a Patek Philippe ref. 1518, possibly the most complicated wristwatch ever made in stainless steel, which fetched a world record price in 2016 when it was sold at auction for \$11,136,642. The manual winding Speedmaster Professional or "Moonwatch" was worn during the first United States spacewalk as part of NASA's Gemini 4 mission and was the first watch worn by an astronaut walking on the Moon during the Apollo 11 mission. In 1969, Seiko produced the world's first quartz wristwatch, the Astron. During the 1970s, the introduction of digital watches made using transistors and plastic parts enabled companies to reduce their work force. By the 1970s, many of those firms that maintained more complicated metalworking techniques had gone bankrupt. Smartwatches, essentially wearable computers in the form of watches, were introduced to the market in the early 21st century. ## Atomic clocks Atomic clocks are the most accurate timekeeping devices in practical use today. Accurate to within a few seconds over many thousands of years, they are used to calibrate other clocks and timekeeping instruments. The U.S. National Bureau of Standards (NBS, now National Institute of Standards and Technology (NIST)) changed the way it based the time standard of the United States from quartz to atomic clocks in the 1960s. The idea of using atomic transitions to measure time was first suggested by the British scientist Lord Kelvin in 1879, although it was only in the 1930s with the development of magnetic resonance that there was a practical method for measuring time in this way. A prototype ammonia maser device was built in 1948 at NIST. Although less accurate than existing quartz clocks, it served to prove the concept of an atomic clock. The first accurate atomic clock, a caesium standard based on a certain transition of the caesium-133 atom, was built by the English physicist Louis Essen in 1955 at the National Physical Laboratory in London. It was calibrated by the use of the astronomical time scale ephemeris time (ET). In 1967 the International System of Units (SI) standardized its unit of time, the second, on the properties of caesium. The SI defined the second as 9,192,631,770 cycles of the radiation which corresponds to the transition between two electron spin energy levels of the ground state of the <sup>133</sup>Cs atom. The caesium atomic clock maintained by NIST is accurate to 30 billionths of a second per year. Atomic clocks have employed other elements, such as hydrogen and rubidium vapor, offering greater stability (in the case of hydrogen clocks) and smaller size, lower power consumption, and thus lower cost (in the case of rubidium clocks). ## See also - Clock synchronization - Clockmaker - Coordinated Universal Time (UTC) - History of timekeeping devices in Egypt - Quartz crisis - Seconds pendulum - Time metrology - Time standard - Timeline of time measurement inventions - Watchmaker ## Explanatory notes
3,534,505
Cetiosauriscus
1,172,068,908
Genus of reptiles (fossil)
[ "Callovian genera", "Eusauropoda", "Fossil taxa described in 1927", "Fossil taxa described in 1980", "Fossils of England", "Middle Jurassic dinosaurs of Europe", "Middle Jurassic sauropods", "Oxford Clay", "Sauropods of Europe", "Taxa named by Friedrich von Huene" ]
Cetiosauriscus (/ˌsiːtioʊˈsɔːrɪskəs/ SEE-tee-oh-SOR-iss-kəs) is a genus of sauropod dinosaur that lived between 166 and 164 million years ago during the Callovian (Middle Jurassic Period) in what is now England. A herbivore, Cetiosauriscus had — by sauropod standards — a moderately long tail, and longer forelimbs, making them as long as its hindlimbs. It has been estimated as about 15 m (49 ft) long and between 4 and 10 t (3.9 and 9.8 long tons; 4.4 and 11.0 short tons) in weight. The only known fossil includes most of the rear half of a skeleton as well as a forelimb (NHMUK R3078). Found in Cambridgeshire in the 1890s, it was described by Arthur Smith Woodward in 1905 as a new specimen of the species Cetiosaurus leedsi. This was changed in 1927, when Friedrich von Huene found NHMUK R3078 and the C. leedsi type specimen to be too different from Cetiosaurus, warranting its own genus, which he named Cetiosauriscus, meaning "Cetiosaurus-like". Cetiosauriscus leedsi was referred to the sauropod family Diplodocidae because of similarities in the tail and foot, and had the dubious or indeterminate species "Cetiosauriscus" greppini, "C." longus, and "C." glymptonensis assigned to it. In 1980, Alan Charig named a new species of Cetiosauriscus for NHMUK R3078 because of the lack of comparable material to the type of C. leedsi; this species was named Cetiosauriscus stewarti. Because of the poor state of preservation of the Cetiosauriscus leedsi fossil, Charig sent a petition to the International Commission on Zoological Nomenclature to instead make C. stewarti the type species. Cetiosauriscus stewarti became the oldest confirmed diplodocid until a phylogenetic analysis published in 2003 instead found the species to belong to Mamenchisauridae, and followed by studies in 2005 and 2015 that found it outside Neosauropoda, while not a mamenchisaurid proper. Cetiosauriscus was found in the marine deposits of the Oxford Clay Formation alongside many different invertebrate groups, marine ichthyosaurs, plesiosaurs and crocodylians, a single pterosaur, and various dinosaurs: the ankylosaur Sarcolestes, the stegosaurs Lexovisaurus and Loricatosaurus, the ornithopod Callovosaurus, as well as some unnamed taxa. The theropods Eustreptospondylus and Metriacanthosaurus are known from the formation, although probably not from the same level as Cetiosauriscus. ## History of discovery ### Background The fossil later known as Cetiosauriscus was originally ascribed to the genus Cetiosaurus—one of the first sauropods to be named, in 1842 by palaeontologist Richard Owen, and one with a complicated history due to many unfounded referrals of species and specimens, involving almost all English sauropod specimens. The type species of Cetiosaurus has changed throughout history because of incomplete remains and the taxon's significance, and many aspects of its anatomy and relationships are still uncertain. Cetiosaurus was originally named to include C. medius, C. brevis, C. brachyurus and C. longus, which span from the Middle Jurassic to the Early Cretaceous of various localities across England. As none of these species are truly diagnostic, and Cetiosaurus is a historically and taxonomically important taxon, the more complete Middle Jurassic species C. oxoniensis named by geologist John Phillips in 1871 became the type species. C. glymptonensis was also named in the same publication by Phillips, but is less complete and of questionable validity. Another English taxon, Ornithopsis hulkei, was named in 1870 by palaeontologist Harry Govier Seeley for vertebrae from the Early Cretaceous Wessex Formation, younger than the existing species of Cetiosaurus. Seeley considered Ornithopsis to be closely related to Cetiosaurus, but different due to the internal bone structure. An additional species, Ornithopsis leedsii was named in 1887 by John Hulke for a pelvis, vertebrae and ribs collected by Alfred Nicholson Leeds, an English farmer and amateur fossil collector who throughout his life compiled numerous collections of fossils from the Oxford Clay. O. leedsii, from the Late Jurassic, showed similarities to older Cetiosaurus oxoniensis as well as younger O. hulkei. It was described in more detail by Seeley in 1889, where he considered O. hulkei, C. oxoniensis and O. leedsii to all be in the same genus, bearing the name Cetiosaurus. But naturalist Richard Lydekker discussed with Seeley, before the publication of Seeley's 1889 paper, that Cetiosaurus and Ornithopsis were not the same taxon. Lydekker suggested that Wealden fossils (including O. hulkei) belonged to Ornithopsis and the Jurassic remains (including O. leedsii and C. oxoniensis) to Cetiosaurus. Lydekker in 1895 changed his mind and referred the species O. leedsii to Pelorosaurus (known already from the species P. brevis, once named Cetiosaurus brevis)—as P. leedsi—and referred the genus to Atlantosauridae. Lydekker's classification of the species was not supported by later authors like palaeontologist Arthur Smith Woodward in 1905, who followed Seeley's classification scheme. ### Discovery and naming The sauropod fossil today known as Cetiosauriscus stewarti was discovered in May 1898 by clay workers in the area around Fletton to the south of Peterborough and east of the Great Northern Railway line. Pits in this region expose the fossil-rich sedimentary rocks of the marine Oxford Clay, which is of middle Callovian age and today regarded as one of the classic geological formations of British palaeontology. The sauropod fossil possibly stems from NPBCL pit No. 1, which was the northernmost pit operated by the New Peterborough Brick Company Limited, and which produced the most vertebrate fossils. The discovery was brought to the attention of Leeds, who, after excavation, took the sauropod specimen to Eyebury, the Leeds' family home. In mid-August, after some cleaning and repairing of the specimen, geologist Henry Woodward visited Eyebury and produced a life-sized drawing of the remains for presentation at the British Association for the Advancement of Science Meeting. Following this presentation, on 17 August 1898, Henry Woodward returned with American palaeontologist Othniel Charles Marsh, who considered the sauropod to be closely related to the North American taxon Diplodocus. Alfred Leeds offered the sauropod to the British Museum of Natural History (BMNH, now abbreviated as NHMUK) for £250, which would equate to about £30,529 in 2017. The NHMUK had earlier in 1890 and 1892 bought the First and Second Collections of Alfred Leeds, respectively. Woodward, Keeper of Geology at the NHMUK, had "great pleasure" to recommend to the Trustees of the NHMUK the fossil be purchased. The purchase was sanctioned on 25 February 1899, along with the purchase of assorted other remains for just over £357 (\~£43,596 now), where the Leeds sauropod gained the accession number BMNH R3078 (now NHMUK R3078). The amount of material made NHMUK R3078 the most complete sauropod specimen from the United Kingdom, comparable only later to the "Rutland Dinosaur" (referred to Cetiosaurus) discovered in 1967. Known regions of the specimen include the forelimb, hindlimb and vertebral column. The forelimb lacks the manus (hand) and part of the radius and ulna, although the hindlimb lacks only a few bones in the pes (foot) and fragments of the tibia, fibula and ilium. The vertebrae known are four parts of dorsal vertebrae, the neural spines of the sacrum, multiple anterior caudal vertebrae (tail bones), and a series of 27 nearly complete vertebrae from the middle of the tail with associated or articulated chevrons (ribs along the underside of the tail), although the vertebral series is not continuous. A tail tip (NHMUK R1967) from the same locality, but a different individual was thought by palaeontologist Alan Charig in 1980 to belong to Cetiosauriscus. The assignment of NHMUK R1967 to Cetiosauriscus was considered unlikely in alternate studies by palaeontologists Friedrich von Huene, Paul Upchurch and Darren Naish because of the lack of overlap and uncertain phylogenetic positions. In 1903, the skeleton was mounted as preserved in the British Museum, so it could be more easily compared with other mounted sauropods from North America. The mount of Cetiosauriscus was put on display just prior to the cast skeleton of Diplodocus, and was displayed with the dorsal vertebrae NHMUK R1984 and some isolated teeth from a camarasaurid (possibly referable to Cetiosauriscus), making it the first sauropod skeleton mounted in the United Kingdom. NHMUK R3078 was referred in 1905 by Arthur Woodward to the species Cetiosaurus leedsii, as it was from the same geologic formation as other specimens that were assigned to C. leedsii. Woodward also referred the dorsal vertebrae NHMUK R1984 and the tail tip NHMUK R1967 to the species. In 1927, Huene briefly described the anatomy of the species C. leedsii, where he noted that it shared many similarities with Haplocanthosaurus and was most likely between Cetiosaurus proper and the former genus. For this reason, Huene proposed the new genus name Cetiosauriscus for the species. To the genus he referred the specimens NHMUK R1984–R1988 and NHMUK R3078. ### Misassigned species Huene (1927) assigned "Ornithopsis" greppini, which he had named in 1922, to the genus Cetiosauriscus. The known material, discovered in Late Jurassic (Kimmeridgian) deposits in the Reuchenette Formation of Switzerland, includes dorsal and caudal vertebrae, forelimb bones, and a hindlimb and partial pes, from at least two individuals. The 53 cm (21 in) long humerus was built like Cetiosauriscus stewarti (C. leedsi of von Huene's 1927 usage), and the two species were originally distinguished from Cetiosaurus by having shorter dorsal vertebrae, a shorter forelimb, and a longer lower leg. Similarities such as the anatomy of the caudal vertebrae were suggested by Christian Meyer and Basil Thüring in 2003 to support the referral of greppini to Cetiosauriscus. However, Weishampel et al. (2004) and Whitlock (2011) considered "Cetiosauriscus" greppini to be Eusauropoda incertae sedis, while Hofer (2005) and Schwarz et al. (2007) concluded that "Cetiosauriscus" greppini represents an unnamed genus of basal eusauropod. "Ornithopsis" greppini was finally named as the new genus Amanzia in 2020. The species Cetiosaurus longus, named in 1842 by Owen, was referred to the genus Cetiosauriscus without comment by sauropod palaeontologist John Stanton McIntosh in 1990. The species was named for a dorsal and caudal vertebrae from the Portland Stone of Garsington, Oxfordshire (both now missing) and two other caudal vertebrae from the same deposit of nearby Thame. Owen also referred a single vertebra and some metatarsals originally named Cetiosaurus epioolithicus (an invalid nomen nudum) to the species. One of the vertebrae (OUMNH J13871) may instead be a cervical, as it has one mildly convex and one concave articular face. Characterised as having uniquely elongate vertebral centra (body of the vertebra), C. longus is not a diagnostic taxon. As it lacks any diagnostic features of Cetiosauriscus, the species should be referred to by its original designation, Cetiosaurus longus. Cetiosaurus glymptonensis, named on the basis of nine middle-distal caudal centra from the Forest Marble Formation of Oxfordshire, England, was referred to Cetiosauriscus by McIntosh in 1990. These caudal vertebrae were considered to be more elongate than those of Cetiosaurus oxoniensis, but caudal length proportions vary significantly throughout the tail and in different taxa, Apatosaurus, Diplodocus and Cetiosauriscus having similarly elongate caudal vertebrae. The more anterior caudals have a large ridge two-thirds up the centrum and a smaller ridge one-third up. These ridges are similar to the middle caudals of Cetiosauriscus. Still, they are absent in caudals of the same size and proportions, and because of this difference the species was concluded to be separate from Cetiosauriscus by Upchurch and Martin in 2003. "Cetiosaurus" glymptonensis is considered to be Eusauropoda incertae sedis by Upchurch and Martin (2003), Weishampel and colleagues (2004) and Whitlock (2011), and is in need of a new genus name because it has a single diagnostic feature, the lateral ridges. In 1980, Charig described a specimen of indeterminate diplodocid from the Early Cretaceous of England, and re-examined the holotype of Cetiosauriscus leedsii to compare its characteristics. In this publication he confirmed that the ilium of the holotype of C. leedsii, NHMUK R1988, was too incomplete to be compared to the also incomplete ilium of the referred specimen NHMUK R3078. Because of the lack of overlap the referral of NHMUK R3078 to Cetiosauriscus leedsii was no longer verifiable, so Charig named the new species Cetiosauriscus stewarti for NHMUK R3078. The specific name was chosen to honour Sir Ronald Stewart, the chairman of the London Brick Company that owned the clay pit the fossils had been found in. Furthermore, Charig considered Cetiosauriscus leedsii and Cetiosauriscus greppini to be dubious taxa, making C. stewarti the only valid species within Cetiosauriscus. Because of the invalidity of the type species C. leedsii, Charig made a petition to the International Code of Zoological Nomenclature (ICZN) in 1993 to designate Cetiosauriscus stewarti as the type species of its genus, being the taxon containing the specimen Huene had originally named the genus for and distinguished from Cetiosaurus, and also a taxonomically more stable name. This was accepted by the ICZN in 1995, making Cetiosauriscus stewarti the type species of Cetiosauriscus. The only specimen that can confidently be assigned to C. stewarti is the holotype NHMUK R3078, although it is possible that isolated teeth from the Oxford Clay could be from the taxon. ## Description Cetiosauriscus was a moderately sized, quadrupedal eusauropod. It had a moderately long tail, and relatively long arms making the shoulders level with the hips. Cetiosauriscus was approximately 15 m (49 ft) long based on the known skeleton, comparable to possible relatives like 16 m (52 ft) long Cetiosaurus, and 16.5 m (54 ft) long Patagosaurus. The weight of Cetiosauriscus is less certain, depending on its phylogenetic placement. Restored as a diplodocid, Cetiosauriscus was estimated by Paul (2010) as 4 t (3.9 long tons; 4.4 short tons), but restored as a cetiosaur it was estimated by Paul (2016) as 10 t (9.8 long tons; 11 short tons). ### Vertebrae The dorsal vertebrae of NHMUK R3078 are incomplete or fragmentary. A partial anterior dorsal is known from a single centrum, which is about as long as wide, with a strong anterior articular ball (an opisthocoelous condition). On the lateral surfaces (sides) of the centrum there are deep but small pleurocoels (depressions in the sides of vertebrae for air sacs). A single middle dorsal centrum is preserved, slightly smaller than the anterior dorsal. The pleurocoel is more elongate, but like the anterior dorsal there is no ventral (underside) concavity. A posterior dorsal is also known and is probably the last dorsal before the sacrum (vertebrae between the pelves). It preserves the entire centrum and most of the neural arch, and is significantly shortened in length compared to the other dorsals, although it is about as wide across as tall. A shallow pleurocoel is also present, but is placed higher on the side of the centrum and disappears into the neural arch. Unlike the anterior dorsal, the posterior dorsal is only very slightly opisthocoelous. A tall and narrow hyposphene (thin vertical ridge below the anterior processes of the arch, providing additional vertebral articulation) is present and well expanded off the arch. A single dorsal neural spine is also preserved. It is flattened and not tall, with a narrowed tip, and the only noticeable laminae present are the spinopostzygapophyseal laminae running down the rear corners of the spine to the postzygapophyses. This is unlike most diplodocoids where there are many laminar running along the length of the spines. Four neural spines of the sacrum are preserved, three of which form a single plate and the fourth of which is separate, like in Diplodocus. Of the anterior four caudal vertebrae, the anteriormost two are highly incomplete. Both the short, but wider-than-tall, centra preserve traces of the sideways projections (transverse processes) found in other vertebrae, which are very low on the sides compared to following caudals. The neural spines are very thin, thinning to a single ridge in front (the prespinal lamina), but having two spinopostzygapophyseal laminae like the dorsals. The fourth caudal is the most complete anterior caudal. The centrum is concave in front, but flat behind (amphiplatyan). There are no pleurocoels unlike the dorsals, and the transverse processes begin in the top half of the centrum. The centrum is 10 cm (3.9 in) long, 27 cm (11 in) tall and 28 cm (11 in) wide, with the total vertebra being 66 cm (26 in) tall. Anterior caudals of the Cetiosaurus leedsi specimen NHMUK R1984 are very similar to those of Cetiosauriscus, but the neural arches are not as tall in C. leedsi, and the transverse processes lack a prominent ridge along the top of them. Middle and posterior caudals from a nearly continuous series of 27 bones are well preserved in Cetiosauriscus. The later vertebrae are slightly more elongate than those in front, and slightly less concave in their anterior face. Moving towards the end of the tail the centra reduce in size and the transverse processes shrink until they are completely absent, with the neural spines becoming shorter, thinner, and more slanted. The seventh vertebrae of the series, at 45 cm (18 in) tall, is 18 cm (7.1 in) long, only one cm longer than the 21st of the same series that is 22.5 cm (8.9 in) tall. A distinguishing characteristic of Cetiosauriscus is the presence of a front-to-back concavity on the top of the anterior and middle caudal neural spines. ### Appendicular skeleton Cetiosauriscus preserves a single right scapula (shoulder blade), which is elongate and slender. The scapula is 96.5 cm (38.0 in) long and 17.5 cm (6.9 in) wide at the middle, making it very narrow. The inner face is flat across, while the outer face is gently convex. There is no expansion of the far end of the blade. The bone thickens close to the humerus joint, where it also articulates with the coracoid. The coracoid is incomplete, but enough is preserved to show it is rectangular, and longer, at 35 cm (14 in), than it is wide—38 cm (15 in). A 94 cm (37 in) long humerus is known, and complete with minimal crushing. The bone is short and stout, with a robust crest for the deltoid muscle along the upper half of the bone. The shape of the humerus is similar to the shortness of Neuquensaurus, although overall the forelimb is long, as in Diplodocus and Cetiosaurus, being 69% of the femur length. The distal end is roughened for a large cartilage cap as found in some other eusauropods like "Cetiosauriscus" greppini. The radius and ulna are broken, but complete they would have been 76 cm (30 in) long. The hindlimb of Cetiosauriscus is about 3⁄2 the length of the forelimb. Both ilia are very fragmentary, but the two sides supplement each other to give a reasonable idea of the proportions of the complete bone. The ilium is 1.02 m (3.3 ft) long, and has a long and slender pubic peduncle. It is proportionally lower than in Cetiosaurus, being similar in proportions to Haplocanthosaurus and the later "Titanosauridae". The left femur is complete, but part of the shaft is eroded away. It is very slender, being 1.36 m (4.5 ft) tall but only 19.5 cm (7.7 in) wide at the middle. This very gracile femoral morphology is shared with Amphicoelias, Shunosaurus, Ligabuesaurus and a specimen of Diplodocus, being more gracile than Cetiosaurus and most other eusauropods. A prominent fourth trochanter is present, but the remaining shaft is very compressed. The tibia, fibula and pes are also preserved, but are fragmentary and disarticulated making comparisons difficult, the lower hindlimb being about 80 cm (31 in) upright. The foot is similar to Diplodocus and Brontosaurus, where the first toes are large and clawed, and the outer ones are small and clawless. Metatarsal III is the longest, followed by metatarsal IV, II, V and I. Metatarsal I is the widest, and the width of the bones decreases numerically. ## Classification Cetiosauriscus was originally classified by Huene as a genus in the family Cetiosauridae, within the subfamily Cardiodontidae. The subfamily, including the other taxa Cetiosaurus, Haplocanthosaurus, Dystrophaeus, Elosaurus and Rhoetosaurus, was founded upon the general basal features of elongate cervicals and shortened dorsals—both opisthocoelous, amphicoelous caudals that are rod-shaped distally, paired sternal plates, an ilium lacking the postacetabular process (region of the ilium behind the ischium joint and acetabulum), a very wide pubis, wide distal ischium, significantly shorter forelimb than hindlimb, fibula lacking the middle muscle attachment, and long metacarpals and short metatarsals. This classification was emmended in 1932 when Huene concluded Cetiosauriscus was closer to Haplocanthosaurus than Cetiosaurus in the family, because of forelimb and hindlimb proportions. Conversely, in 1956, Alfred Romer synonymised Cetiosauriscus and Cetiosaurus, a position that has not been followed by subsequent studies on the taxon. David S. Berman and McIntosh in 1978 referred Cetiosauriscus to the family Diplodocidae along with multiple other genera; Diplodocus, Apatosaurus, Barosaurus, Mamenchisaurus Dicraeosaurus and Nemegtosaurus. Like other members of the family, Cetiosauriscus possesses wing-like transverse processes, divided chevrons with forward and backward projections, the tail is "whiplash"-like, the humerus is 2/3 the length of the femur, the calcaneum is absent, metatarsal III and IV are the longest, and metatarsal I has a process on the bottom back corner. This referral would make Cetiosauriscus, known from the Callovian, the oldest diplodocid, millions of years older than Diplodocus, Barosaurus or Apatosaurus. In the paper naming Cetiosauriscus stewarti, Charig also described the chevrons of a new specimen and created the term "diplodociform" to describe them. This meant they were robust and double-beamed, as in Diplodocus and its relatives like Mamenchisaurus. Because of the similarly "diplodociform" chevrons, Charig referred Cetiosauriscus to the Diplodocidae along with the new specimen. Elaborating upon his earlier paper, McIntosh (1990) weakly referred Cetiosauriscus to the subfamily Diplodocinae, characterised by more cervicals and fewer dorsals, tall sacrum neural spines, short forelimbs, no calcaneum, metatarsals III and IV being the longest, and a small process on the distal end of metatarsal I. The subfamily also included Diplodocus, Barosaurus and Apatosaurus. In 2004 this placement was followed by Weishampel et al. without comment. A phylogenetic analysis of Cetiosauriscus was conducted in 2003 by Julia Heathcote and Upchurch, based upon the two most inclusive matrices of the time, those of Jeffrey A. Wilson (2002) and Upchurch (1995), neither of which had included the taxon in the past. Added to the analysis of Upchurch, Cetiosauriscus placed as the sister taxon of Tehuelchesaurus, in a group including Mamenchisaurus, Omeisaurus and Euhelopus, and a placement within a group of Omeisaurus and Mamenchisaurus was also found by using the Wilson matrix. Based on these two results, Heathcote and Upchurch concluded Cetiosauriscus was not a diplodocid or even within Diplodocoidea, instead being a more basal sauropod outside Neosauropoda. The phylogenetic analysis of Rauhut et al. (2005) resolved Cetiosauriscus in a clade with Omeisaurus, itself in a group with Losillasaurus and Mamenchisaurus, outside of Neosauropoda. The phylogenetic relationships of Cetiosauriscus were also tested in 2015 by Tschopp et al., as a potential diplodocid. Although the genus was found to be within Diplodocimorpha with one analysis method, it was also found outside Neosauropoda. In both, Cetiosauriscus stewarti was found to be in a clade alone with Barosaurus affinis, a dubious species known only from foot bones. Tschopp et al. concluded that Cetiosauriscus was not a diplodocid or a diplodocoid, as forcing it to be outside Neosauropoda was more parsimonious than forcing it to be within Diplodocoidea in all analyses. As the paper was only to test relationships within Diplodocidae, more solid conclusions regarding the position of Cetiosauriscus could not be made. The results of the favoured cladogram of Tschopp et al. is shown below: ## Palaeobiology ### Palaeopathology The series of distal caudal vertebrae NHMUK R1967, once referred to Cetiosauriscus, is similar to the caudals of Diplodocus, with two convex ends (biconvex) and a long and thin centrum. These caudals display signs of injury at two points along the series of ten vertebrae, where there are signs of breakage that was later healed. These lesions were identified as the same form of pathologies as found on the tail of Diplodocus. It has been suggested that the biconvex distal caudal vertebrae in sauropods were used for making whip-like cracking noise, being thin and delicate and not intended for impact, as the joints would be very vulnerable to damage rendering them useless. ### Palaeoecology Cetiosauriscus lived during the Callovian, an epoch in the Middle Jurassic, about 166 to 164 mya. The single specimen is known from the Lower Member of the Oxford Clay Formation, along with multiple other dinosaur genera and many other groups of animals, in the biozone of the index fossil Kosmoceras jason. The Oxford Clay Formation is a marine deposit of southern and middle England, known for the high-quality preservation of some fossils and the large diversity of taxa. Sediments are generally brownish-grey mudstone, organic-rich with plentiful crushed ammonites and bivalves, at most 65 m (213 ft) thick. A large diversity of flora can be seen, preserved in the form of pollen and spores. Gymnosperms are present, along with pteridophytes, unidentifiable wood fragments, other intermediate pollen, and miscellaneous organic plant material. The intermediate sauropod Ornithopsis leedsi is known from the same section of the formation as Cetiosauriscus, along with the stegosaurids Lexovisaurus durobrivensis and Loricatosaurus priscus (which are possibly synonyms), the basal ankylosaur Sarcolestes leedsi, the ornithopod Callovosaurus leedsi, and a second unnamed ornithopod taxon. Dinosaur eggs that have not yet been assigned to a taxon are also known from the Lower Oxford Clay. The theropods Eustreptospondylus and possibly Megalosaurus are also known from the Oxford Clay Formation, but slightly younger deposits (the Middle Member). In addition, the theropod Metriacanthosaurus is from an unknown level and age in the formation. Hundreds of invertebrates are known from the marine deposits, including bivalves, gastropods, scaphopods, ammonites, teuthoids, a nautiloid, foraminifera, coelenterates, bryozoans, brachiopods, annelids, crustaceans, ostracods, cirripedes and echinoderms. Fish are known from the clades Elasmobranchii, Chimaera, and Actinopterygii, and the ichthyosaur Ophthalmosaurus, the plesiosaurs Cryptoclidus, Muraenosaurus, Tricleidus, Liopleurodon, Peloneustes, Pliosaurus and Simolestes, the crocodilians Metriorhynchus and Steneosaurus, and the pterosaur Rhamphorhynchus were all present.
3,222,510
Typhoon Rusa
1,169,591,909
Pacific typhoon in 2002
[ "2002 Pacific typhoon season", "August 2002 events in Asia", "Retired Pacific typhoons", "September 2002 events in Asia", "Tropical cyclones in 2002", "Typhoons", "Typhoons in Japan", "Typhoons in North Korea", "Typhoons in Russia", "Typhoons in South Korea" ]
Typhoon Rusa was the most powerful typhoon to strike South Korea in 43 years. It was the 21st JTWC tropical depression, the 15th named storm, and the 10th typhoon of the 2002 Pacific typhoon season. It developed on August 22 from the monsoon trough in the northwestern Pacific Ocean, well to the southeast of Japan. For several days, Rusa moved to the northwest, eventually intensifying into a powerful typhoon. On August 26, the storm moved across the Amami Islands of Japan, where Rusa left 20,000 people without power and caused two fatalities. Across Japan, the typhoon dropped torrential rainfall peaking at 902 mm (35.5 in) in Tokushima Prefecture. After weakening slightly, Rusa made landfall on Goheung, South Korea with winds of 140 km/h (85 mph 10 minute sustained). It was able to maintain much of its intensity due to warm air and instability from a nearby cold front. Rusa weakened while moving through the country, dropping heavy rainfall that peaked at 897.5 mm (35.33 in) in Gangneung. A 24-hour total of 880 mm (35 in) in the city broke the record for the highest daily precipitation in the country; however, the heaviest rainfall was localized. Over 17,000 houses were damaged, and large areas of crop fields were flooded. In South Korea, Rusa killed at least 233 people, making it the deadliest typhoon there in over 43 years, and caused \$4.2 billion in damage. The typhoon also dropped heavy rainfall in neighboring North Korea, leaving 26,000 people homeless and killing three. Rusa also destroyed large areas of crops in the country already affected by ongoing famine conditions. The typhoon later became extratropical over eastern Russia on September 1, dissipating three days later. ## Meteorological history The monsoon trough spawned a tropical depression on August 22 north of Bikini Atoll and southwest of Wake Island. It moved to the west-northwest, a movement it would maintain for much of its duration. Early on August 23, it intensified into Tropical Storm Rusa, about 1,800 km (1,100 mi) east of Guam. At 1800 UTC on August 25, the Japan Meteorological Agency (JMA) upgraded Rusa to a typhoon while the system was northeast of the Northern Marianas Islands. The next day, the agency estimated that the typhoon attained peak winds of 150 km/h (90 mph 10 minute sustained). Around the same time, the Joint Typhoon Warning Center (JTWC) estimated peak winds of 215 km/h (135 mph 1 minute sustained). While at peak intensity, Rusa struck the Japanese island of Amami Ōshima. After maintaining the peak winds for about 12 hours, Rusa weakened slightly as it continued to the west-northwest, but on August 28 the JMA again reported the typhoon attained winds of 150 km/h (90 mph 10 minute sustained). Despite forecasts that it would weaken, Rusa maintained its intensity while passing south of Japan, due to minimal wind shear and warm sea surface temperatures of up to 29 °C (84 °F). The typhoon again weakened slightly on August 29 while passing between the Amami Islands and Japan. Thereafter, Rusa turned to the north toward the Korean Peninsula. Warm, moist air blew across the peninsula ahead of the storm, which prevented significant weakening, and an approaching cold front contributed to atmospheric instability. At around 0800 UTC on August 31, Rusa made landfall on Goheung, South Korea, with winds of 140 km/h (85 mph 10 minute sustained). According to the JTWC, Rusa was the most powerful typhoon to hit the country since 1959. The typhoon rapidly weakened while crossing the country, deteriorating into a tropical depression early on September 1. Around that time, the JTWC issued its last advisory on the system. The depression turned to the northeast, and after moving through the Sea of Japan, Rusa became extratropical over Primorsky Krai in the Russian Far East late on September 1. The extratropical remnants continued northeast and dissipated on September 4 over the Kamchatka Peninsula. ## Preparations and impact Although damage was heaviest in South Korea, Typhoon Rusa first affected Japan. The threat from the storm prompted Okinawa's government to cancel a disaster drill for the island. On the island, high seas from Rusa left two United States marines missing; a later news report included the two missing as storm-related fatalities. In the Amami Islands, Rusa destroyed six houses, forcing 38 people to evacuate. The storm left 20,000 people without power and cancelled several flights. Winds reached 104 km/h (65 mph) in Nomozaki, Nagasaki. Rains fell for seven days in the country, peaking at 902 mm (35.5 in) in Tokushima Prefecture. The heaviest of the precipitation fell in Nara Prefecture, where a station reported 84 mm (3.3 in) in one hour. At least 275 houses were flooded, and 137 houses were damaged. During its passage, Rusa injured 12 people, 4 seriously. The typhoon also produced light rain and high seas along the coast of Taiwan. Before Rusa affected South Korea, the Korea Meteorological Administration (KMA) issued high sea warnings on August 29. Airports were closed in the southern portion of the country, and dams let out water to prevent excessive flooding. Typhoon Rusa affected much of South Korea with heavy rainfall and high winds. Jeju Island off the country's southern coast reported 660 mm (26 in) of rainfall, producing flash flooding that flooded cars. On the island, high winds downed trees and left 60,000 people without power. All lower and middle schools on the island were closed, and residents were stranded after officials halted ferry and airline service. On the South Korean mainland, winds reached as high as 180 km/h (110 mph). High amounts of rainfall were reported on Jeju Province and along the country's southern coast, although the heaviest rainfall was only reported in a small region. In Gangneung, located in the eastern portion of the country, severe thunderstorms developed due to high instability resulting from humid air from the east interacting with the Taebaek Mountains, producing high amounts of precipitation. The city reported the highest rainfall total in the country with 897.5 mm (35.33 in), of which 880 mm (35 in) was observed in one day. The total represented 62% of Gangneung's average yearly rainfall, and became the highest daily rainfall in the country's history, exceeding the previous record set in 1981 by 300 mm (12 in). In the South Korea interior, rainfall rates were considered a 1 in 200 year event. Damage in South Korea was estimated at \$4.2 billion (₩5.15 trillion KRW). Damage was heaviest in Gangneung, where about 36,000 homes and 622 military buildings were flooded. At the airbase in Gangneung, floods submerged 16 jet fighters. Along the coast, high winds damaged 640 boats and about 200,000 marine buildings, and 265 industrial buildings were also damaged. The heavy rainfall left mudslides in the country, one of which covered ten cars in Gangneung. Flooding and the landslides disrupted the country's infrastructure; the storm destroyed 274 bridges and damaged roads and rails at 164 locations. Rusa killed 300,000 livestock and flooded 85,000 hectares (210,000 acres) of crop fields, representing 6% of the country's agricultural lands, mostly affecting fruit and vegetables. The storm caused the Vana H Cup KBC Augusta golf tournament to end early, and a stadium to be used for the 2002 Asian Games was damaged. Across the country, 88,625 people were forced to evacuate due to the typhoon, and 17,046 houses were damaged. High winds left 1.25 million people after blowing down 24,000 power lines. There were 213 deaths in the country, and another 33 were missing and presumed dead; This made Rusa the deadliest typhoon in the country in more than 43 years. In neighboring North Korea, Rusa produced winds of 72 km/h (45 mph) and heavy rainfall reaching 700 mm (28 in) in mountainous areas of Kangwon Province; rainfall totaled 530 mm (21 in) in the county of Kosong. The rains caused flash flooding and increased surface runoff. This occurred about a month after similarly heavy rains caused severe damage in the country. The rains from Rusa damaged and flooded thousands of houses and many public buildings, and destroyed 86,000 tonnes of crop fields; the latter was most significant due to the country's ongoing famine conditions. Damage was heaviest in Kangwon Province, and the typhoon affected four provinces and one administrative city. More than 26,000 people were left homeless in the country, although advance warning allowed for evacuations. Rusa disrupted transportation by destroying 25 km (16 mi) of roads and 24 bridges; however, most of the damage was isolated to a small region. There were three deaths in North Korea. The typhoon also affected the Russian Far East. On Sakhalin island, Rusa's remnants dropped heavy rainfall, the equivalence of two months average precipitation. The rains flooded 350 houses, but there were no deaths in the region. ## Aftermath Following the storm, damaged buildings polluted rivers in South Korea with chemicals and heavy metals. The country utilized 30,000 soldiers to assist in cleaning up and repairing storm damage. President Kim Dae-jung authorized emergency funding for disaster aid. Much of Gangneung lost power and water; as a result, relief supplies were sent to the affected citizens. By ten days after Rusa struck the country, power lines were restored and transportation returned to normal. After an appeal to other residents in the country, the South Korea Red Cross chapter received \$49 million in donations (₩58 billion won), mostly from the country's northwest portion. The agency provided 50,680 meals to 16,919 families, as well as clothing and cooking supplies. Residents in the country raised about \$60 million (₩72.1 billion won) in disaster relief, the highest such total for a disaster in the nation. The Chinese Red Cross sent \$20,000 to the South Korean Red Cross in the weeks after the storm. On September 13, the South Korean government declared 203 cities and counties as disaster zones, which entitled 8,714 families who sustained storm damage to receive government loans. The combined storm damage and floods preceding the storm caused the nation's economy to contract during the third quarter of 2002. The 2003 fiscal year reported a \$300 million deficit for non-life insurance companies, mostly due to losses from the typhoon. Crop damage from Rusa caused the price of rice to increase to their highest levels since 1980. In the year after the storm, the South Korean government worked to reconstruct damaged roads and provided monthly assistance payments to families who lost their homes. However, many residents remained homeless and were residing in temporary shelters. The country's Habitat for Humanity built 69 houses for storm victims in 2003, although that was only for a small portion of the overall number of people affected. About a year after Rusa hit, Typhoon Maemi also struck South Korea with stronger winds, causing \$3.74 billion in damage and 117 deaths. The damage total was less than from Rusa but was more significant to industrial areas. In North Korea, the Red Cross provided relief supplies to residents affected by flooding. The agency's international disaster relief fund provided FR75,000 (2002 CHF (US\$50,000).. Soldiers were used to assist in search and rescue missions and to repair damaged infrastructure. Due to storm damage, the Red Cross in North Korea distributed over 2.1 million water purification tablets and over 11,000 water containers. The agency also provided 32,753 blankets and 4,931 kitchen units. After the storm, people left homeless by the storm sought shelter with neighbors or in shelters. A South Korean dairy company donated 42,000 cans of baby formula to North Korea. The name Rusa was retired after its usage in 2002, and was replaced with Nuri in 2004. ## See also - Tropical cyclones in 2002 - List of retired Pacific typhoon names Other typhoons that took a similar track towards South Korea: - Typhoon Sarah (1959) - Typhoon Dinah (1987) - Typhoon Saomai (2000) - Typhoon Maemi (2003) - Typhoon Nari (2007) - Typhoon Soulik (2018) - Typhoon Haishen (2020) - Typhoon Hinnamnor (2022) - Typhoon Khanun (2023)
9,976,582
History of the New York Jets
1,171,890,899
Sports team history
[ "National Football League history by team", "New York Jets" ]
The history of the New York Jets American football team began in 1959 with the founding of the Titans of New York, an original member of the American Football League (AFL); they began actual play the following year. The team had little success in its early years. After playing three seasons at the Polo Grounds, the team changed its name to the New York Jets, and moved into newly built Shea Stadium in 1964. In January 1965, the Jets signed University of Alabama quarterback Joe Namath to a then-record contract. The team showed gradual improvement in the late 1960s, posting its first winning record in 1967 and winning its only American Football League championship in 1968. By winning the title, New York earned the right to play in Super Bowl III against the champions of the National Football League (NFL), the Baltimore Colts. The Jets defeated the Colts in the game; in the aftermath of the upset, the AFL was deemed a worthy partner to the NFL as the two leagues merged. Following the merger, the Jets fell into mediocrity; Namath was dogged by injuries through much of his later career. In 1981, New York qualified for the playoffs for the first time in the post-Namath era. They reached the AFC Championship Game in 1982; they were defeated on a rain-soaked Orange Bowl field by the Miami Dolphins. Beginning with the 1984 season, the team played in New Jersey's Giants Stadium. The team started the 1986 season with a 10–1 record, but the injury-plagued Jets lost their last five regular season games and relinquished a ten-point fourth quarter lead to lose in double overtime to the Cleveland Browns in the playoffs. In the following eleven seasons, New York had limited success, reaching the playoffs only once and enduring a string of disastrous seasons, including a 1–15 record in 1996. The following year, the Jets hired two-time Super Bowl winning coach Bill Parcells. The new coach guided the team to its most successful season since the merger in 1998; the Jets finished 12–4 and reached the AFC Championship Game, in which they fell to the Denver Broncos. The team made five playoff appearances in the 2000s, their most of any decade. In 2009 and 2010, the Jets achieved back-to-back appearances in the AFC Championship Game, losing to the Indianapolis Colts and Pittsburgh Steelers. In 2010, the team began to play in MetLife Stadium, constructed near the now-demolished Giants Stadium. ## Origins and the Polo Grounds era (1959–1964) ### Organization and first season In 1959, young oilmen Lamar Hunt and Bud Adams sought a National Football League franchise. They found that NFL expansion required a unanimous vote of existing team owners, so there was little likelihood of convincing the NFL to expand. The two men attempted to acquire the Chicago Cardinals, intending to move the franchise to Dallas, where there was no NFL team. Cardinals co-owner Walter Wolfner, who owned the team with his wife, Violet Bidwill Wolfner, was unwilling to sell majority control. During the discussions, Walter Wolfner mentioned the names of other wealthy bidders seeking to acquire the Cardinals. On the flight home, Hunt and Adams decided to recruit the other bidders as owners of teams in a new professional football league. New York City attorney William Shea was attempting to create the Continental League, a rival league to Major League Baseball. Hunt met with him, and Shea suggested Harry Wismer, a former sportscaster who had been a minority shareholder in both the Washington Redskins and Detroit Lions, as a potential New York franchise owner for the new football league. Wismer was willing; he was feuding at the time with the Redskins' principal owner, George Preston Marshall, and realized he would never own the Washington franchise. Wismer, while wealthy, was not nearly as rich as the other potential team owners. On August 14, 1959, the league held an organizational meeting and announced its plans; eight days later it announced its name: the American Football League (AFL), the fourth league to take that name. Among the charter members was a New York franchise owned by Wismer, dubbed the "Titans of New York." On November 24, 1959, the AFL held its first draft; the Titans selected Notre Dame quarterback George Izo as their first pick. The league announced a policy, formulated by Wismer, that it would negotiate with a network for a single television contract to cover all the teams, the first league to do so. On December 7, the Titans hired Steve Sebo as general manager. Sebo had just been fired as coach at the University of Pennsylvania, despite taking the Quakers to the Ivy League championship. On December 17, the Titans announced at a press conference that "one of the biggest names in the history of football" would be soon be named as their head coach. Although Wismer was prone to hyperbole, in this case he told the truth: New York had persuaded former Redskins star quarterback and punter Sammy Baugh to be its coach. Since his retirement as a player, Baugh had coached at tiny Hardin–Simmons University, where he built a strong football program that sent a team to the 1958 Sun Bowl. Before appearing at the press conference, Baugh demanded his entire salary of \$20,000 for 1960, in cash. The Titans accommodated him. Wismer sought a place for his team to play, but was only able to secure the decrepit Polo Grounds, which had been without a major tenant since the departure of the New York Giants baseball team in 1957. The stadium stood on the northern tip of Manhattan, across the Harlem River from Yankee Stadium, where the New York Giants NFL team played. Baugh invited some 100 players to the Titans' first training camp, which opened at the University of New Hampshire on July 9, 1960. As NFL teams cut players from their training camps, many were invited to the Titans' or other AFL teams' training camps as the teams sought to fill their 35-man rosters. The franchise's first preseason game took place on August 6, 1960, against the Los Angeles Chargers at Los Angeles Memorial Coliseum. The Titans kicked off to begin the game, and Chargers running back Paul Lowe returned the kick 105 yards for a touchdown. New York lost, 27–7. On September 11, 1960, the opening regular season game was played in a heavy downpour, the remains of Hurricane Donna. Water poured off Coogan's Bluff, situated above the Polo Grounds, swamping the field, which had poor drainage. The Titans' offense was less affected by the mud than that of the visiting Buffalo Bills. The Titans won the game 27–3 before a crowd of 9,607 (5,727 paid attendance). The following week New York played another home game, against the Boston Patriots. On the first of many occasions when the team would lose a game after taking a big lead, the Titans were ahead 24–7 in the second half. With the lead reduced to 24–21, the Titans punted from deep in their own territory with seconds left. The punter, Rick Sapienza, fumbled the snap, and the Patriots recovered in the end zone for the victory. The following week, with the Titans playing at the Denver Broncos, New York blocked a punt on the final play to win the game. In their fourth game, New York had a two-point lead when it fumbled with fifteen seconds left against the Dallas Texans. This set off a scramble for the ball, which the Titans recovered as time ran out. Viewers in New York were spared the harrowing ending; in a prelude to the Heidi Game eight years later, the local ABC station had switched to a Walt Disney Davey Crockett special at 6:30 p.m. Many viewers called to complain. Five weeks into the season, guard Howard Glenn broke his neck during a loss to the Houston Oilers, and died a few hours later, becoming the first player in professional football to die from injuries sustained on the field. New York suffered other injuries as the season progressed, and Wismer lacked the money to replace the injured players. Several players had to play both offense and defense. Wismer had arranged for the Titans to play three home games before their cross-river rivals, the Giants, started their season. This meant the Titans had to play their final three games on the road, and Wismer claimed to have lost \$150,000 on the trip. The Titans finished their first season 7–7; according to attendance figures released by the team, the Titans drew an average of 16,375 fans per game. This claim was mocked by the New York press, which reported that the fans had disguised themselves as empty seats. The New York Times estimated that the team had lost \$450,000 for the season; in his autobiography, Wismer set the figure at \$1.2 million. ### Bankruptcy and recovery New York City had proposed to build a new stadium for its franchise in baseball's stillborn Continental League. When that league dissolved and the city was awarded a franchise, dubbed the New York Mets, in the National League, plans for a stadium continued. Wismer had hoped the Titans could play in the new stadium, to be built at Flushing Meadows in Queens, beginning with the 1961 season, but funding difficulties and legal problems delayed construction. Wismer signed a memorandum of understanding in late 1961, although he was unhappy about the terms, which gave the Mets exclusive use of the stadium until they completed their season, and gave the Titans no revenue from parking. According to team doctor James Nicholas, "The lease that Harry signed cost the team quite a lot. It led to [later team owner] Leon Hess going to the Meadowlands." Shea Stadium, as it came to be known, did not open until 1964. New York hoped to improve its fortunes through the AFL draft, but most Titans draftees signed with the NFL. The Titans won only one preseason game, before a crowd of 73,916 against the Patriots in Philadelphia – free tickets had been given to anyone who bought \$10 in groceries at an Acme Market. The New York Times columnist Howard Tuckner described the crowd as "presumably well-fed." The 1961 season, which ended at 7–7, was marked by financial difficulties, as the paychecks of many players bounced; team members learned to hurry to the bank as soon as they received their pay. At the end of the season, Wismer announced that Clyde "Bulldog" Turner would be the Titans' head coach in 1962. Baugh had a contract for 1962 and would have to be paid unless he quit. Although Wismer did not fire Baugh, he also did not tell him where the team's 1962 training camp would be. Baugh showed up anyway, and spent several days acting as kicking coach before Wismer came to the conclusion that Baugh would not quit. The team owner finally agreed to pay the coach his 1962 salary in monthly installments, although Baugh later stated that he was never paid. Baugh's 14–14 record stood as the best mark by any Titans/Jets coach until bettered by Bill Parcells in 1997–1999. In the offseason, Wismer hoped to bring a star to the Polo Grounds by drafting Heisman Trophy winner Ernie Davis of Syracuse, but Davis was drafted by the Redskins instead, traded to the Browns, and died of leukemia before ever playing a professional game. Turner had never been a head coach before; he faced a team convinced that Baugh had been treated shabbily by Wismer and had difficulty uniting the players. After the Titans split their first two games against Oakland and the Chargers (who had moved to San Diego), the team came home to no paychecks. The players refused to practice, though they worked out on their own on Friday. They then flew to Buffalo and defeated the winless Bills. Public attention in New York was focused on the established local teams, as well as the abysmal record of the fledgling Mets, who nevertheless attracted a cult following. The Titans received little publicity and attracted only 4,719 fans to the home opener against Denver. They were required to wait until the end of the Mets' season before they were allowed to use the Polo Grounds. The Broncos defeated the Titans, 32–10, and Titans quarterback Dean Look suffered a career-ending injury. New York's financial and football woes continued through October 1962, and at the beginning of November, Wismer informed AFL commissioner Joe Foss that he lacked the money to continue operations. The league assumed the cost of running the team for the rest of 1962; Wismer remained in nominal charge. The Titans had little success on the field (the highlight was a 46–45 victory at favored Denver on Thanksgiving), and finished the season insolvent with a 5–9 record. Wismer agreed to sell the team, but attempted to prevent the sale with a bankruptcy filing. He contended that the move into Shea Stadium would lead to sufficient revenue to make the team profitable. A bankruptcy referee granted the league the authority to sell the team to a five-man syndicate composed of David A. "Sonny" Werblin, Townsend B. Martin, Leon Hess, Donald C. Lillis, and Philip H. Iselin. The sale of the team was approved by a court on March 15 and completed on March 28, 1963. The sale price was \$1 million. On April 15, 1963, the team named Wilbur "Weeb" Ewbank as their head coach and general manager. Ewbank had won back-to-back NFL championships in 1958 and 1959 with the Baltimore Colts, and was one of the most respected coaches in the game. The Colts had fired Ewbank in favor of Don Shula, an untested 33-year-old. Werblin also announced a new name for his team, the Jets, which had been selected from among 500 candidates submitted by "friends, enemies, and advertising agencies". The name was chosen over Dodgers, Borros, and Gothams. The team's colors were changed to green and white. In a press release, the team stated the reason for the selections: > The site of the new stadium between New York's two major airports, symbols of this speedy, modern age, influenced the selection of the new name "Jets". It reflects the spirit of these times and the eagerness of all concerned—players, coach, and owners—to give New York another worthy team. The new team's colors of green and white were chosen for much the same reasons, plus the fact that down through the ages green has always signified hope, freshness and high spirits. The new owners faced a chaotic situation. The team had few players under contract, and had made little effort to sign any of their draft picks, most of which had signed with the NFL. The league attempted to strengthen the Jets and the woeful Oakland Raiders by allowing them to select players from the other six teams, and by giving them the first opportunity to sign players cut from NFL rosters. Ewbank, who had discovered Colts great Johnny Unitas at an open tryout, held tryouts for the Jets. Only seven of the participants were invited to training camp, and one, Marshall Starks, made the team as a second-teamer. In mid-July, it was announced that the Jets could not move into Shea Stadium until 1964. Despite the offseason problems, New York contended for its first division title in a weak AFL East during the 1963 season. By early December, the Jets had compiled a record of 5–5–1, and faced a game in Buffalo with the Bills only a half game ahead. The Jets lost the game, 45–14, as well as their other two remaining games, and finished 5–8–1. Although the Jets drew just over 100,000 fans to the Polo Grounds in seven home games, they quickly sold 17,500 season tickets for the first season in Shea Stadium. The game against the Bills on December 14 was the last sporting event to take place at the Polo Grounds before its demolition in 1964. Running back Matt Snell was drafted by both New York teams, and the Jets were able to sign him. On September 12, 1964, New York played its home opener at Shea Stadium, defeating Denver 30–6 before a crowd of 52,663, which broke the AFL regular season attendance record by almost 20,000. On November 8, 1964, both the Jets and Giants played home games; both teams sold out their games and the Jets drew 61,929 fans. The Jets posted a home record of 5–1–1 in 1964, but lost all seven road games to finish 5–8–1 again. As the season concluded, the obvious standout draft choice for both leagues was Alabama quarterback Joe Namath. The Houston Oilers, in last place in the AFL East, had the number-one pick for the AFL. Both the Oilers and Jets realized that the Jets had a far better chance of signing Namath in competition with the NFL team which drafted him (as it turned out, the St. Louis Cardinals, formerly the Chicago Cardinals), and the Jets were able to acquire the number-one pick. Neither the Jets nor the Cardinals could sign Namath until Alabama played its final game of the season, the Orange Bowl, on January 1, 1965. Both the Jets and Cardinals negotiated with Namath's attorney, and when the price got too high for the Cardinals, the Giants secretly acquired Namath's NFL rights. Longtime Jets coach Walt Michaels admitted many years later that the Jets had signed Namath days before the game. On January 2, 1965, the Jets held a press conference to announce Namath's signing. ## "Broadway Joe" era (1965–1976) ### Road to Super Bowl III Namath did not start the 1965 Orange Bowl game, as he was nursing an injured knee. He came off the bench in the second quarter with Alabama down by two touchdowns, and led his team to within a foot of victory, falling short in a run on the game's final play. Despite the loss, he was voted the game's Most Valuable Player. The following day, Namath officially signed with New York for an unprecedented contract worth \$427,000 over three years. The total included bonuses yet to be earned as well as a convertible given to Namath as a signing bonus. The Jets had been aware that Namath had knee problems, but when team doctor Nicholas examined Namath in the restroom at a party held to celebrate his signing, he told the quarterback that had he known Namath's knees were that bad, he would have advised Werblin not to sign him. The Jets scheduled Namath for surgery amid considerable public interest; the media asked to photograph the operation, but were refused permission. The Jets hedged their bets by signing three other quarterbacks for a total of \$400,000, including Notre Dame quarterback and Heisman Trophy winner John Huarte. There was an intense media spotlight on Namath, who became known for a playboy lifestyle; he was dubbed "Broadway Joe". Ewbank maintained through training camp that second-year Mike Taliaferro was the number-one quarterback and disappointed a sellout crowd at Houston's Rice Stadium by keeping Namath on the bench at the Jets' season opener. Ewbank felt that Namath might not be ready for several more weeks, but Werblin intervened. Namath saw his first regular season action in the AFL the next week against the Kansas City Chiefs (the former Dallas Texans), and he was starting quarterback the following week against the Buffalo Bills. Namath's performance was inconsistent as he gained pro experience, but he was named AFL Rookie of the Year. The Jets finished the season 5–8–1 again. Beginning in 1966, the Jets began to improve on the field behind Namath, who led them to a 6–6–2 record. That season, the NFL and AFL announced a merger, which would be effective in 1970. A championship game (it came to be known as the Super Bowl), played between the two league champions, would follow each season until the merger took place. In 1967, Namath threw a then-record 4,007 yards as the Jets posted their first winning record, 8–5–1. The Jets led the division until running back Emerson Boozer was injured against the Chiefs on November 6, which meant opposing teams were able to concentrate on the passing threat from Namath. In 1968, Werblin's co-owners gave him an ultimatum – either buy them out or be bought out. He chose the latter option, reportedly profiting \$1.4 million for his 1963 investment of \$250,000. Prior to Werblin's departure, the Jets had considered firing Ewbank. They attempted to secure Green Bay Packers coach Vince Lombardi, but Lombardi decided to remain in Green Bay one more season. The season started with the usual three road games due to the team's status as secondary tenant to the Mets at Shea Stadium. The Jets rose to the top of the AFL East; they had lost only two games by mid-November and built a three-game lead over second-place Houston. New York's next game was at Oakland. In what became known as the Heidi Game, the Jets took a 32–29 lead with 68 seconds left, only to have Oakland score two touchdowns to win the game. However, the touchdowns went unseen by much of the national TV audience, as NBC had switched at 7:00 p.m. to a TV movie of Heidi. Nevertheless, the Jets won their remaining games to finish 11–3. In the playoffs, the Jets defeated the Raiders for the AFL Championship at Shea Stadium, 27–23, a game in which Namath threw three touchdowns, including the game winner to Don Maynard in the fourth quarter. ### Super Bowl III In the Super Bowl at the Miami Orange Bowl on January 12, 1969, the Jets faced the Baltimore Colts, who had dominated the NFL with a 13–1 record. In their 14 regular season games, the Colts permitted only 144 points. Their sole loss had been to the Cleveland Browns, who they then defeated 34–0 in the 1968 NFL Championship Game. Bookie Jimmy "The Greek" Snyder proclaimed the Colts as 17-point favorites over the Jets. Sports Illustrated'''s top football writer, Tex Maule, predicted a 43–0 Colts victory. The first two Super Bowls had been dominated by the NFL champion Green Bay Packers; most journalists expected the Colts to easily defeat the Jets. From his arrival in Miami, Namath was outspoken about the Jets' chances in the Super Bowl. He alleged that there were five AFL quarterbacks better than Colts quarterback Earl Morrall, who would be only the third-best on the Jets. He was equally outspoken in a verbal confrontation with Colts kicker Lou Michaels in a Miami restaurant. Three days before the game, while accepting an award from the Miami Touchdown Club, Namath made the statement for which he would be remembered: "And we're going to win Sunday, I'll guarantee you." The game was a defensive struggle. At halftime, the Jets led 7–0 on a Matt Snell touchdown run; New York's defense frustrated Baltimore, and the Colts were scoreless despite repeated opportunities. Jim Turner added two field goals to make the score 13–0, and Colts coach Don Shula inserted Hall of Fame quarterback Johnny Unitas in Morrall's place. Unitas initially failed to move the Colts' offense, and Turner gave the Jets a 16–0 lead with his third field goal. Unitas managed to lead the Colts to a touchdown with less than four minutes left. A second drive (after a successful onside kick) fell short, and the Jets were able to run out the clock for a 16–7 victory, one of the greatest upsets in football history. Houston Post columnist Jack Gallagher traced the Jets' progress from their early days to the Super Bowl: > I remember when the 1962 Titans drew 36,161—not the average attendance, mind you, but for the season ... I remember when a squirt of a Texan named Hayseed Stephens, instead of Broadway Joe Namath quarterbacked New York's AFL entry ... As the thoughts keep rolling back I find it difficult to reconcile the Jets with the champions of pro football. But I do recall [former AFL Commissioner Joe] Foss once saying, "When sports historians chart the progress of this league they'll find that no organization in sport went so far so fast." Clearly, the franchise that went the farthest the fastest was the New York Jets. ### Decline and Namath's departure Before the 1969 season, the Jets suffered offseason problems. Namath, faced with NFL claims that his Bachelors III bar was a hangout for gangsters, was told by the NFL to sell the bar. Instead, he briefly retired, feeling he had been badly treated. Six weeks following his announcement, Namath sold the bar and rejoined the team. A number of Super Bowl veterans were cut by the team, or had bitter contract disputes with Ewbank in his capacity as general manager. According to receiver Don Maynard, "When you get rid of veteran ballplayers and replace them with rookies, the level goes down." The Jets' success in signing Namath and the rise of the team in the standings adversely affected their crosstown rivals, the Giants, who had played in five NFL championship games in six years to 1963, but who thereafter declined in the standings. Giants owner Wellington Mara stated, "I think the Jets coming in when they did contributed to our bad years, because we tried to do everything for the short term rather than the long haul—we'd trade a draft choice for a player, figuring he'd give us one or two good years. We didn't want to accept how the public might react if we had a bad year or two or three." In 1967, the Giants traded for star Minnesota Vikings quarterback Fran Tarkenton in the vain hopes he would lead them to renewed success and rival Namath in the public eye. In August 1969, the Jets faced the Giants in a preseason game at the Yale Bowl. While the Jets' Super Bowl win legitimized the AFL as a comparable league to the NFL in the eyes of many, others doubted the AFL's standard of play, and the Jets were underdogs going into the game. Giants coach Allie Sherman approached the game as if it were a regular season contest, and the Jets sent the three remaining original Titans out for the coin toss. The Jets defeated the Giants 37–14, and Sherman was fired a few weeks later. The Jets' fellow tenants, the Mets, won a championship themselves; the baseball team's accomplishments forced the Jets to play their first five games on the road. The Jets recovered from a slow start to win their second consecutive Eastern Division championship, but fell to Kansas City in the divisional round of the playoffs, 13–6. The first NFL game for the Jets, as the leagues finalized their merger in 1970, was also the first-ever Monday Night Football game, a 31–21 loss to the Cleveland Browns. Three weeks later, they played the Colts for the first time since the Super Bowl. The Jets lost both the game and Namath, who fractured his wrist and was lost for the season as the Jets fell to a record of 4–10, the worst mark yet of the Namath era. They did not have a winning record again until 1981. After six years with the team, wide receiver George Sauer, a major contributor offensively, retired on April 16, 1971. Namath was injured again in a 1971 preseason game in Tampa, and missed much of the season. He returned on November 28 against the San Francisco 49ers and threw three touchdown passes; the Jets lost by three points. The Jets finished the season at 6–8. In 1972, Namath had one of the best days of his career against the Baltimore Colts: he completed 15 of 28 passes for 496 yards and six touchdowns. Despite Namath's performance, John Madden's Oakland Raiders eliminated the Jets from contention in their second-to-last regular season game. New York finished the season with a record of 7–7. Before the 1973 season, the aging Ewbank announced that he would retire as coach after the season and as general manager after 1974. The Mets unexpectedly qualified for the World Series, consigning the Jets to another long stay away from Shea. The Jets did not play a home game until the end of October. The team finished with a record of 4–10, though their final game against the Bills attracted considerable media attention. The attention was not for Ewbank's last game, but for Bills running back O. J. Simpson's attempt to become the first NFL player to rush for 2,000 yards in a season. Simpson gained 200 yards, finishing with 2,003 for the season. Shortly after the 1973 season, the team hired Ewbank's son-in-law, former Cardinals coach Charley Winner, as head coach. The new coach showed an initial inability to get his team to emulate his last name: the team started the season by losing seven of their first eight games. Namath, who had a reasonably healthy season behind a poor offensive line, predicted the Jets would win their final six games. The first NFL regular-season overtime victory, over the Giants at the Yale Bowl, and the usual large number of home games towards the end of the season helped New York in its comeback, and a Namath prediction again came true. Al Ward replaced Ewbank as general manager in 1975. The Jets won four of their five preseason games, though sportswriter Gerald Eskenazi, in his history of the Jets, notes that the wins were secured by playing first-string players while the other teams were trying out rookies and backups. When the regular season started, the Jets lost seven of their first nine games, and Winner was fired. Offensive coordinator Ken Shipp became interim head coach, and the Jets finished with a record of 3–11. Running back John Riggins, who became the first 1,000-yard rusher in franchise history during the season and made the Pro Bowl, departed for the Washington Redskins as he felt the Jets' Namath-led offense passed the ball too often. New York hired North Carolina State coach Lou Holtz. With New York enduring the second of three consecutive 3–11 seasons (two wins came over the 2–12 Bills and a third over the 0–14 expansion Tampa Bay Buccaneers), Holtz—who went on to great success at Notre Dame—resigned with one game left in the season to become head coach at the University of Arkansas. Following their disastrous 1976 season, the Jets hired longtime assistant Walt Michaels as their new head coach. In the offseason, the team made the difficult decision to part ways with Joe Namath, who had become ineffective on the field. Although Namath's throwing abilities were unimpaired, his knees were so bad as to render him almost immobile; Paul Zimmerman of the New York Post dubbed him the "million dollar statue". The team attempted to trade him but was unsuccessful. On May 12, 1977, Namath was cut from the roster. He signed with the Los Angeles Rams, but retired at season's end. ## Rebuilding and modest success (1977–1989) ### Final years at Shea Feeling that having to play road games until the Mets were done with Shea Stadium put the Jets at a disadvantage, the team announced in 1977 that they would play two home games a year in September at the Giants' new home at the Meadowlands Sports Complex in New Jersey, Giants Stadium. Litigation began between New York City and the Jets over the issue, and in the lawsuit's settlement, the city agreed to allow the Jets to play two September home games a season at Shea beginning in 1978 for the remaining six years in the Jets' lease. In 1977, the Jets were to play one September game at Giants Stadium and an October 2 game at Shea. Despite the favorable settlement, the Jets won only three of fourteen games. Rookies on the team, selected in the 1977 NFL Draft, included seven players who started for them in the late 1970s and early 1980s, such as tackle Marvin Powell, wide receiver Wesley Walker, and defensive lineman Joe Klecko. Klecko became part of a defensive line known as the New York Sack Exchange. In Michaels' second season, the Jets adopted new uniforms in a darker green and with a streamlined logo. When quarterback Richard Todd was injured, his backup Matt Robinson proved to be a deep-throwing threat who led New York to eight wins in the first fourteen of the newly expanded sixteen-game season, and into playoff contention. However, the team lost its final two contests and did not qualify for the playoffs. Michaels was named AFC Coach of the Year for keeping his young team in playoff contention so long. There was much media discussion as to whether Todd or Robinson should be the starting quarterback in 1979. Todd emerged as the starter, as Robinson was injured while arm wrestling during the preseason. The injury — and his attempts to conceal it from Michaels — ended his career with the Jets. Todd led the Jets to another 8–8 record. Jimmy the Greek predicted the Jets would go to the Super Bowl in 1980, but they ended that season with a 4–12 record. There was fan pressure on the Jets to fire Michaels after 1980; it increased when the Jets lost their first three games of the 1981 season. Even so, Michaels described his team as being of "a championship, playoff caliber". The Jets compiled a record of 10–2–1 in their remaining games—losing twice to the Seattle Seahawks—to finish the season with their first winning record and playoff appearance since 1969. Their Week 16 victory over the Packers boosted the Jets into the playoffs and also gave the Giants their first playoff berth since 1963 with a victory over the Dallas Cowboys the prior day. The Jets fell behind the Bills 24–0 in the wild card game and lost 31–27, as their potential game-winning drive was stopped when the Bills intercepted a Todd pass near Buffalo's goal line. One of the Jets' bright spots was their defensive line. Mark Gastineau and Klecko anchored the Sack Exchange and combined for more than 40 quarterback sacks. In the strike-shortened 1982 season, the Jets finished 6–3 and upset the Cincinnati Bengals in the first round of the playoffs, as running back Freeman McNeil became the second player to rush for 200 yards in a postseason game. New York then defeated the top seeded Los Angeles Raiders 17–14, based on the strong performances of McNeil and Wesley Walker in a game that saw numerous turnovers on both sides. The Jets next traveled to face the Miami Dolphins in the AFC Championship Game. The game was preceded by a series of storms that turned the Orange Bowl into a mud pit. The Dolphins stated that they did not own a tarpaulin, and that stadium maintenance was Dade County's responsibility, so the field lay exposed to the elements. The muddy field slowed the Jets' offense. In what was dubbed the "Mud Bowl", neither team managed much offense (both teams gained less than 200 yards). At the end of his best season, Todd threw five interceptions, the last being a screen pass deflected and returned by linebacker A. J. Duhe for a costly 4th-quarter touchdown as New York fell to Miami 14–0. On February 9, 1983, Michaels announced his resignation, and the following day the Jets elevated offensive coordinator Joe Walton to the head coaching position. In Walton's first months as head coach, the team made a decision which would long be discussed and criticized. In the first round of the 1983 NFL Draft, New York selected quarterback Ken O'Brien. In drafting O'Brien, the Jets passed up University of Pittsburgh quarterback Dan Marino, who went on to have a stellar career with the Dolphins, and would many times be a thorn in the Jets' side. The 1983 season started with high expectations, but the Jets dropped to 7–9. The Jets' lease at Shea Stadium was due to expire after 1983; Jets majority owner Leon Hess and New York Mayor Ed Koch attempted to negotiate a new lease for the team. The Jets wanted the city to redevelop the stadium to expand its capacity to 67,000 and to alleviate its rundown state. Hess felt that Koch was uninterested in the Jets (he had attended one Jets game in his six years as mayor, and had left early). Koch said Hess refused to consider the city's offer of renovations to Shea Stadium and had made it clear to city officials he planned to move to New Jersey. Negotiations soon reached an impasse, and in October 1983, the team announced it would move to Giants Stadium beginning in the 1984 season. The Jets played their final game at Shea on December 10, 1983 and lost to the Steelers 34–7 (it was also the last game for Steeler Hall of Fame quarterback Terry Bradshaw). As fans pillaged the stadium for mementos, the scoreboard read "N.J. Jets" in reference to the team's departure to the Meadowlands. ### Early Meadowlands years Hess acquired full ownership of the Jets on February 9, 1984, when Helen Dillion sold her 25% interest to him. Before the season, New York traded quarterback Richard Todd to the New Orleans Saints. New York began its season with veteran Pat Ryan as starting quarterback; O'Brien was spending most weekdays waiting to testify about an altercation at the Studio 54 nightclub, at which Jets players had been present and, by some accounts, involved. The Jets played their first game in the 1984 preseason at their new home against the Cincinnati Bengals on August 5, then on September 6 played their first regular season game with Giants Stadium as home base against the Steelers, the same team that the Jets faced at their last game at Shea, losing 23–17. They had a second consecutive mediocre season, finishing 7–9 after starting the season 6–2. In 1985, the Jets made the playoffs, accruing an 11–5 record, and hosted their first playoff game in four years. They were defeated in the first round by the eventual AFC champion New England Patriots after turning the ball over four times. Looking to improve on their 1985 performance, the Jets started the 1986 season 10–1, including nine straight wins. In week three against Miami, the Jets won 51–45 in overtime as Ken O'Brien and Dan Marino combined to pass for 884 yards, then an NFL record. Wracked by injuries, the Jets lost their final five regular season games, but still made the playoffs. In the wild card playoff game against the Kansas City Chiefs, the Jets replaced O'Brien with Pat Ryan, and won 35–15. This victory sent the Jets to the divisional round in an away game against the Cleveland Browns. The Jets built a 20–10 lead and appeared to have stopped a late Cleveland drive — until Mark Gastineau was called for a roughing the passer penalty, a late hit on Browns quarterback Bernie Kosar that gave the Browns another opportunity. Cleveland went on to tie the game, and in the second overtime, defeated the Jets, 23–20. The Browns went on to lose to the Denver Broncos (beaten by the Jets earlier in the season) in the AFC Championship Game; the Broncos in turn lost to the Giants in Super Bowl XXI. Many Jets were convinced that given the opportunity to play the Giants, the Jets would have won. According to Eskenazi, the Giants "were the toast of New York, back in a championship game for the first time since the 1960s, while the Jets contemplated the late hit and what might have been". In 1987, the Jets won their first two games. NFL players then staged a strike; a team composed mostly of replacement players lost two of the next three games. The locker room was divided after the strike due to the decision of a few players, led by Gastineau, to cross the picket line. The Jets remained in contention in a mediocre AFC East through much of the season, but dropped all four games in December to finish 6–9, in last place. In 1988, the Sack Exchange era ended as Joe Klecko failed his offseason physical and was waived, linebacker Lance Mehl announced his retirement during training camp, and Mark Gastineau retired midseason, citing personal reasons. In spite of these departures, the Jets finished with an 8–7–1 record. They secured a winning record by ending the season with a victory over the Giants, which cost their in-state rivals a playoff berth. The team performed badly in 1989, finishing 4–12. On December 18, 1989, the Jets hired executive Dick Steinberg from the New England Patriots to take over as general manager. Three days after New York's final game of the season, a 37–0 loss to the Bills at Giants Stadium, Steinberg fired Walton and began to search for the team's 10th coach. The disastrous 1989 campaign cost Walton the chance to be the first Jets coach to complete his career with a winning record, a statistic he later admitted he cared about deeply. ## Search for success (1990–1996): Coslet, Carroll and Kotite eras Dick Steinberg initially sought to hire Michigan State coach George Perles as Jets head coach, but the university refused to release him from his contract. Steinberg then hired Cincinnati Bengals offensive coordinator Bruce Coslet. Coslet's offensive schemes, described as "state-of-the-art" by Sports Illustrated, had helped the Bengals to Super Bowl XXIII, following the 1988 season. The Jets' poor record in 1989 had given them the second pick in the draft; the team selected star Penn State running back Blair Thomas, who was expected to have a strong career with the Jets. Instead Thomas played on the team for four injury-plagued, unproductive years and was cut before the 1994 season began. Coslet's first season proved only slightly better than Joe Walton's last; the Jets finished 6–10. In the 1991 NFL Draft, the Jets lost another opportunity to draft a star quarterback, as a draft-day deal that would have allowed them to select Brett Favre fell through. The Jets had more success in the 1991 season: they built a 7–8 record with one game remaining, and needed a win against Miami to clinch a playoff berth. New York kicker Raul Allegre (recently signed to replace aging kicker Pat Leahy, who had been kicking for the Jets since the days of Joe Namath) made one field goal to force overtime, and another to win in the extra period. The victory gave the Jets their first playoff berth since 1986. In the wild card game, a Ken O'Brien pass into the end zone in the final seconds of the game was intercepted, and the Jets lost to Houston, 17–10. After a strong performance by rookie quarterback Browning Nagle in the team's 5–0 1992 preseason, Coslet promoted him to the starting lineup. Despite throwing for a total of 366 yards against the Atlanta Falcons in the opener, then the second-highest yardage total for a quarterback making his NFL debut, the team lost 20–17; the Jets lost their first four games. Wide receiver Al Toon retired on November 27, 1992, having suffered the ninth concussion of his career earlier in the season. Two days later, defensive end Dennis Byrd collided with teammate Scott Mersereau when Chiefs quarterback Dave Krieg stepped forward in the pocket as the two players were about to sandwich him. Mersereau managed to walk away and continue his career with New York, but Byrd suffered a fracture to his C-5 vertebra that left him partially paralyzed. Inspired by Byrd's persistent high spirits, New York traveled to Buffalo the following week and defeated the AFC champion Bills. The Jets finished the season 4–12. Prior to the 1993 season, the Jets obtained Bengals quarterback Boomer Esiason, who had worked with Coslet in Cincinnati. Steinberg signed veteran safety Ronnie Lott to shore up the defense. O'Brien's career with the Jets ended with an offseason trade to the Green Bay Packers, and running back Freeman McNeil retired after twelve seasons. The Jets suffered another December collapse: they lost four of their last five to finish 8–8. The Jets would have made the playoffs by winning their last game, but were shut out at the Astrodome by the Oilers. Following the season, Steinberg fired Coslet and replaced him with defensive coordinator Pete Carroll. Carroll's first season, 1994, started well. Going into a November home game against Miami, the Jets were 6–5; a victory over the Dolphins would tie them for the AFC East lead. The Jets built leads of 17–0 and 24–6, but Dan Marino and the Dolphins cut the lead to 24–21 and got the ball for a final-minute drive. Marino completed a pass into Jets territory with just over 30 seconds remaining. With the clock running, the Dolphins acted like Marino would spike the ball to stop the clock. However, Marino faked the spike and tossed the ball to Mark Ingram in the end zone for the winning touchdown. The loss started yet another December collapse; the Jets would not win again for the rest of the season. Prior to the season finale, the Jets announced that Steinberg was ill with stomach cancer; he died the following September. The team fired Carroll after the season and replaced him with former Philadelphia Eagles coach Rich Kotite. Hess also named Kotite as general manager as well. Controversy began before the 1995 season when the Jets drafted Kyle Brady over Warren Sapp. At the press conference announcing Kotite's hiring, Hess told the media, "I'm 80 years old, I want results now." However, the first game of the Kotite era proved to be a harbinger – a 52–14 loss to the Dolphins. A month later, they lost to the Oakland Raiders 47–10 in the Jets' sole national television appearance of the season. The Jets defeated the Seattle Seahawks on the Sunday following Thanksgiving after an inspirational speech by Hess, but again had trouble in December, losing all four games in the month to finish 3–13. In 1996, the Jets brought in veteran quarterback Neil O'Donnell, who had just led Pittsburgh to Super Bowl XXX, to lead the offense. The Jets, for the first time since the leagues merged, were in possession of the first pick overall in the NFL Draft, which they used to select wide receiver Keyshawn Johnson. O'Donnell proved injury-prone, and the Jets suffered the worst season in franchise history. They lost their first eight games, beat the Arizona Cardinals in Tempe, then proceeded to lose their remaining seven games. Two days before the season finale, on December 20, 1996, Kotite announced his resignation effective at season's end. After the last game, a 31–28 home loss to the Dolphins, Kotite was hit with a full cup of beer as he left the field; another fan (fewer than 22,000 attended the game; almost 56,000 ticketholders stayed home) held up a sign, "The End of an Error". ## Return to respectability (1997–2014) ### Bill Parcells era Hess and team president Gutman agreed on a top candidate as new coach — Patriots coach Bill Parcells, who had won two Super Bowls with the Giants and was in the process of taking the Patriots there as well. Parcells believed that he could void his contract and seek a position elsewhere; New England owner Robert Kraft believed the Patriots would be entitled to compensation. NFL commissioner Paul Tagliabue ruled in the Patriots' favor, and New England demanded the Jets give them the first pick overall in the upcoming draft. The Jets responded by hiring Parcells disciple Bill Belichick as head coach; Parcells was to serve as a "consultant" in 1997 and head coach beginning in 1998. The Patriots were unimpressed by what they saw as a subterfuge, and Tagliabue mediated the matter. He set Parcells free from the Patriots; the Jets gave the Patriots four draft picks, including their first round pick in 1999. The Jets put an end to Belichick's six-day reign (he remained as assistant head coach and as defensive coordinator) and hired Parcells as head coach. The Parcells era started with a 41–3 victory over Seattle. The Jets were 9–6 in their first fifteen games and went into the season finale against the Detroit Lions needing a win to make the playoffs. Parcells, who never had full confidence in O'Donnell, benched him in favor of Ray Lucas after O'Donnell threw an early interception. Lucas was ineffective as well, as the Jets lost 13–10. The eight-game improvement in the standings, together with Parcells' reputation as a winner, caused high expectations for 1998. The team announced that it would adopt a modified version of the Jets' 1963–1977 logo and uniforms beginning in the 1998 season. Parcells signed Patriots running back Curtis Martin as a restricted free agent, giving up 1st- and 3rd-round picks. Parcells also signed Baltimore Ravens quarterback Vinny Testaverde as a free agent, which paved the way for O'Donnell's release from the team. After an 0–2 start, New York won six of the next seven games. The Jets lost only once the rest of the way, and clinched their first NFL division crown against the Bills on December 19, 1998. They set a franchise record for the number of victories in a season with a win over the Patriots in the season finale. The team finished 12–4 and were second seed in the playoffs with a first round bye. The Jets faced the Jacksonville Jaguars in their divisional playoff game, their first home playoff game since the 1986 season. New York defeated the Jaguars 34–24 and met the top-seeded Broncos in the AFC Championship Game. Though the Jets possessed a 10–0 lead in the 3rd quarter, the Broncos, led by John Elway in his final home game, came back and defeated the Jets, 23–10. The Jets had high hopes for 1999, but suffered a blow in the season opener when Testaverde ruptured his Achilles tendon and was lost for the season. New York suffered other injuries and fell to a 2–6 record before recovering to finish 8–8. Two days after the end of the season, Parcells announced his resignation as coach; he remained with the team for a year as chief of football operations. Belichick was slated to become head coach in Parcells' place, but one day later, he announced his own resignation. Robert Kraft had gotten word to Belichick through intermediaries that he could have complete control of football operations and a \$2 million salary if he got out of his contract with the Jets. After a lawsuit to void Belichick's contract failed and Tagliabue refused to release him, the Jets and Patriots agreed on draft choice compensation for the Jets. As a result of Leon Hess' death in May 1999, the team was put up for auction in January 2000. In a bidding war between Charles F. Dolan and Woody Johnson, Johnson emerged victorious, and he purchased the team for \$635 million. Johnson expressed interest in having Parcells return to his coaching role; the team elevated linebackers coach Al Groh to the head coaching position when Parcells refused. In April 2000, New York traded wide receiver Keyshawn Johnson, a major offensive threat on the 1998 team, to the Tampa Bay Buccaneers for two 1st-round draft picks. Johnson wanted a renegotiated contract and was threatening to hold out. Having acquired New England's pick in the Belichick compensation, and with their own pick, the Jets had four 1st-round picks. They selected quarterback Chad Pennington as well as defensive linemen John Abraham and Shaun Ellis, and tight end Anthony Becht, all of whom would be key players on the Jets playoff teams of the 2000s. For the first time, the Jets won their first four games, including a victory over Johnson and the Buccaneers. They reached 6–1 following the "Monday Night Miracle", the largest comeback in the history of Monday Night Football: the Jets overcame a 30–7 4th-quarter deficit to defeat the Dolphins, 40–37 in overtime. The Jets went 3–6 after that, finishing at 9–7, out of the playoffs. After spending less than a year with the team, Groh resigned to accept a coaching job at his alma mater, the University of Virginia. Parcells resigned from his front-office position and was replaced with Chiefs executive Terry Bradway on Parcells' recommendation. ### Herman Edwards takes over On January 18, 2001, the Jets announced Herman Edwards as the new coach. Edwards, a former defensive back who had worked his way up through the NFL coaching system, had never served as head coach at any level. He was the first African-American Jets head coach. Edwards lost his first game, two days before the September 11 attacks. In the wake of 9/11, the NFL had to decide whether to play its games the following weekend. Testaverde and the Jets spoke out against playing on the weekend after 9/11, and the Jets were prepared to forfeit the game rather than fly. The NFL decided to move that week's games to the end of the regular season. The Jets needed to win that game, in Oakland against the Raiders, to reach the playoffs, and John Hall kicked a last-minute 53-yard field goal for a 24–22 victory and a playoff berth. Edwards was the first coach to lead the Jets to the playoffs in his first year with the team. In the playoffs, the Jets again played at Oakland. New York could not stop the Raiders' passing game, and Oakland won, 38–24. The Jets began the 2002 season 1–4, but then put together a six-game winning streak. On the final day of the season, the Jets beat the Packers following a New England victory over Miami. This gave the Jets a 9–7 record, their second post-merger division title, and a playoff berth. Chad Pennington had an outstanding day against the Packers and finished the season the top-rated passer in the league. The Jets began the playoffs against the Indianapolis Colts at home, and defeated them 41–0. The Jets then played the Raiders, who again defeated them in Oakland, 30–10. The Jets lost a number of key players to free agency in the offseason. Four signed with the Washington Redskins, including kicker Hall, wide receiver Laveranues Coles, kick returner Chad Morton, and offensive lineman Randy Thomas. During a preseason game against the Giants, Pennington sustained a serious wrist injury, and required surgery. The aging Testaverde stepped in as starter, but led the Jets to only a 2–6 record, including losses to the Redskins and the Dallas Cowboys. The Jets split their remaining games and finished 6–10. In spite of the team's poor 2003 record, Johnson retained Edwards as head coach and extended his contract through 2007. With a healthy Pennington at quarterback, the Jets began their season at 5–0 for the first time and then lost two of their next three games. During the team's second meeting with the Bills, Pennington suffered a tear in his rotator cuff that caused him to miss three starts. Pennington returned in a 29–7 rout of the Houston Texans. The team struggled toward the end of the regular season, winning only one of its final four games. Despite a final-game loss to the St. Louis Rams, the Jets reached the playoffs. The team traveled to San Diego to play the Chargers in the wild card round and upset them 23–20 on a Doug Brien field goal in overtime. The win sent the Jets to the divisional round against the 15–1 Pittsburgh Steelers. The Jets again took their opponent to overtime, as Brien missed a field goal with two minutes remaining and the score tied. He missed a second field goal in overtime. Pittsburgh kicker Jeff Reed proved more accurate, and the Steelers beat the Jets, 20–17. In Week 3 of the 2005 season, both Pennington and backup quarterback Jay Fiedler were injured against the Jaguars. With both quarterbacks out for the season, third-string quarterback Brooks Bollinger started; the 41-year-old Testaverde was brought out of retirement to serve as his backup. Bollinger played badly in a loss in week four, and Testaverde became the starter. Testaverde had little success, and Bollinger did not fare better when he was re-inserted. Running back Curtis Martin chose to have arthroscopic surgery on his knee with four games left in the season. The Jets finished 4–12. ### Eric Mangini: initial success, eventual firing On January 6, 2006, Herman Edwards announced his resignation as head coach to take the same position with Kansas City. The Jets received a 4th-round draft pick as compensation for Edwards, who was still under contract with the team. On January 17, New York announced the hiring of former Patriots defensive coordinator Eric Mangini. Three weeks later, General Manager Terry Bradway stepped down in favor of his assistant, Mike Tannenbaum. Although Pennington took back his starting position, the Jets only managed to split their first eight games. They began the second half with a victory over New England in Foxboro, and lost only two games the rest of the way to finish 10–6 and secure a playoff berth. In the wild card round, the Jets visited Foxboro again, but this time fell to the Patriots, 37–16. For his success in leading the Jets to the playoffs, Mangini received the nickname "Mangenius" and had a cameo appearance on The Sopranos''. After Mangini's successful rookie season, New York had high hopes of further improvement. Following the team's opening loss against New England, the Jets accused the Patriots of videotaping their signals. NFL Commissioner Roger Goodell fined the Patriots and Bill Belichick, and stripped New England of its 1st-round pick in the 2008 NFL Draft. Struggling to a 1–7 start, the Jets benched Pennington in favor of backup Kellen Clemens. The Jets won only three games the rest of the way and finished with a record of 4–12. The Jets were again overshadowed by the Giants, who won their third Super Bowl by defeating the previously unbeaten Patriots. Following the 2007 season, Green Bay Packers quarterback Brett Favre had retired. He wished to return several months later, but found that the Packers had given Aaron Rodgers the starting spot. The subsequent trade talks and rumors were a major story leading up to the 2008 season, and the Jets unexpectedly won the bidding war to trade for Favre. With Favre's acquisition, the Jets released Pennington, who signed with the Dolphins. Despite a good start to the season, the Jets began to falter in December after Favre tore his rotator cuff — he threw five interceptions in a three-game span. The season came down to a final game against the Dolphins, led by Pennington, at Giants Stadium. The Dolphins won to take the division title and eliminate the 9–7 Jets from playoff contention. On December 29, 2008, Mangini was fired after three seasons as head coach, with an overall record of 23–25. Favre again briefly retired from football on February 11, 2009. ### Rex Ryan era Following Mangini's departure, New York hoped to lure former Pittsburgh Steelers head coach Bill Cowher out of retirement, suggesting that Cowher might be given control of football operations in addition to serving as coach. However, Cowher decided to remain retired for the season. On January 20, 2009, the Jets offered the position to Baltimore Ravens defensive coordinator Rex Ryan, who accepted. Tannenbaum engineered a draft-day trade with Cleveland, which enabled New York to move up and select highly regarded USC quarterback Mark Sanchez. New York won its first three games of 2009, including their first home victory over the Patriots since 2000, but lost six of its next seven games. The Jets recovered to 7–6, but then lost to the Atlanta Falcons on December 20, a defeat that caused Ryan to state that the Jets "were obviously out of the playoffs". The next week, the Jets played the 14–0 Indianapolis Colts. The Colts removed many of their starting players from the game early in the second half with a 15–10 lead; the Jets came back for the victory. The victory put the Jets' fate in their own hands, and they defeated the Bengals (who had also clinched a playoff spot and played few starters) in the last game ever at Giants Stadium to secure a playoff berth. The following week, the team played the Bengals in the playoffs, this time at Paul Brown Stadium, and secured a 24–14 victory over Cincinnati. That victory meant that the Jets would travel to San Diego to play the Chargers, who had won eleven straight games, in the divisional round. Strong performances by Sanchez, running back Shonn Greene, and the Jets defense helped the Jets to a 17–14 win over the Chargers. New York played the top-seeded Colts in the AFC Championship Game and secured an early 17–6 lead. They had little luck in the second half as the Colts went to the Super Bowl with a 30–17 victory. The Jets had hoped to move into what was termed the West Side Stadium, to be built in Manhattan, after their 25-year lease at Giants Stadium expired. In 2005, it became clear that New York authorities would not permit the stadium to be built. After the West Side failure, the Jets and Giants entered into a joint venture to build a new \$1.6 billion facility alongside Giants Stadium, which was torn down after the new venue was completed. The Jets' new home, MetLife Stadium, opened to the public in April 2010. The stadium took 34 months to construct, and can seat 82,500. The Jets hosted the Giants in the first game of the preseason on August 16, 2010. The Jets' first regular season home game at the new stadium was on September 13, 2010 and was shown nationwide on Monday Night Football. New York lost to the Ravens 10–9, but built a 9–2 record, tied for the division lead with the Patriots (whom the Jets had beaten once) going into a Monday night game at New England. Expectations of a Jets victory were high, but the Jets were defeated, 45–3. New York recovered to qualify for the AFC playoffs as the sixth and final seed. In the wild card round, the Jets defeated Indianapolis, 17–16. This victory sent the Jets to a rematch with New England. The Jets upset the Patriots, 28–21, setting up an AFC Championship Game at Pittsburgh. The Jets fell behind 24–0, and mounted a second-half comeback before losing to the Steelers, 24–19. In 2011, Ryan promised a Super Bowl appearance. The Jets played the Giants in the next-to-last week of the regular season with both teams still alive for playoff berths. The Jets lost to the Giants, and the following week to the Dolphins, finishing 8–8 and missing the playoffs, while the Giants used their victory over their in-stadium rivals to launch a winning streak which culminated in the Super Bowl XLVI championship, again defeating the Patriots. Sanchez did not perform as well in 2011 as he had the previous two years. In March 2012, Colts quarterback Peyton Manning signed with Denver, making Broncos quarterback Tim Tebow expendable. Tebow had won considerable public attention in 2011 by leading the Broncos on an unexpected playoff run. On March 21, 2012, the Jets acquired Tebow from the Broncos in a trade involving lower-round draft picks. Despite a season-long quarterback controversy and a poor 2012 for Sanchez, Tebow was little-used. Third-string quarterback Greg McElroy started late in the year but was ineffective, as the Jets fell to 6–10, their first losing season under Ryan. On December 31, 2012, the Jets fired Tannenbaum, but announced that Ryan would remain as head coach. The Jets announced the hiring of Seahawks Vice President of Football Operations John Idzik as general manager on January 18, 2013. `On April 29, soon after the team took West Virginia quarterback Geno Smith in the 2013 NFL Draft, Tebow was released by the Jets.` The quarterback controversy between Smith and Sanchez was settled when Sanchez was injured in the 2013 preseason; he subsequently had surgery that ended his year. The Jets were inconsistent behind Smith, and finished 8–8, though knocking the Dolphins out of the playoff picture with a final-week victory. Ryan's contract was due to expire after 2014, but the head coach was given a multi-year extension on January 16 of that year. Sanchez was released on March 21, 2014, allowing the Jets to sign controversial former Falcons and Eagles quarterback Michael Vick. In 2014, the Jets went 4–12, last in passing until a final-game victory at the Dolphins. Both Idzik and Ryan were fired on December 29, 2014, the day after the season ended. ## Struggle for success: 2015–present ### Todd Bowles comes and goes On January 13, 2015, the Jets announced the hiring of Mike Maccagnan, scouting director of the Houston Texans, as general manager. The following day, the Jets announced they had hired Arizona Cardinals defensive coordinator Todd Bowles as head coach. Smith was injured in a locker room brawl in training camp, and journeyman Ryan Fitzpatrick took over. After a slow start, the Jets got hot late in the season and had their playoff fate in their own hands going into a final week game at the Bills, coached by Ryan. The Jets lost, and a victory by the Steelers over the Browns put the Jets out of the playoffs, though they finished 10–6. The 2016 season began with high hopes, but a locker room altercation in Week 3, ineffective play by Fitzpatrick and the two other quarterbacks who started during the season, and key injuries led to a 5–11 record. There were rumors Bowles and Maccagnan would be fired; the Jets quickly announced their retention after a final-game victory versus the Bills. In 2017, the Jets were expected to be among the worst in the league, but did a little better than that, finishing 5–11, for the most part with Josh McCown at quarterback. The 2018 Jets finished 4–12, despite some promise shown by rookie quarterback Sam Darnold, and Bowles was fired. ### Adam Gase years On January 11, 2019, the day before the 50th anniversary of their sole Super Bowl win, the Jets announced that former Dolphins coach Adam Gase had been hired to replace Bowles. When free agency opened, the Jets signed players such as Le'Veon Bell and C. J. Mosley at a total cost of over \$100 million. On May 14, Maccagnan was fired, with Gase made acting general manager. Maccagnan's replacement was Joe Douglas, an Eagles executive and former player, hired June 7, 2019. For the 2019 NFL season, the Jets announced new uniforms, resembling the ones they had worn in the 1980s, and including an all-black alternative. The Jets started the 2019 season 1–4 with Darnold out due to mononucleosis. They recovered to some extent with a 6–2 second half of the season to finish 7–9; Bell failed to reach 100 yards in any game. The following season saw some turmoil, as starting safety Jamal Adams demanded and was granted a trade to the Seattle Seahawks. After an 0–5 start to the season, Bell was released by the Jets after reports of being unhappy with the team. The Jets' winless slump continued to week 14, resulting in a franchise-worst 0–13 start, before the team won its first game, against the Los Angeles Rams, but finished 2–14 with a final week loss to the Patriots, their tenth straight loss to New England. On January 3, 2021, hours after the Jets concluded their season with their worst record since 1996, Gase was fired. ### Hiring of Robert Saleh On January 14, 2021, the Jets announced the hiring of San Francisco 49ers defensive coordinator Robert Saleh as the new head coach. They also traded Sam Darnold to the Carolina Panthers and drafted Zach Wilson from Brigham Young University with the second overall pick in the 2021 NFL Draft to replace him. Wilson was inconsistent in 2021 as the Jets finished 4–13 in the new, expanded 17-game season, finishing with a 27–10 loss to Buffalo in which the Jets gained only 53 yards on offense, lowest in franchise history. They finished fourth in the division, five games behind the third-place Dolphins, and won no divisional games for a second straight year. They had back-to-back seasons with 13 or more losses for only the second time (1995 and 1996 being the other), and extended their streak of finishing out of the playoffs to 11 straight years, the longest current streak in the NFL. In 2022, the Jets improved their record to 7–10, but lost their last six games as Wilson struggled to establish himself. The Jets finished last in the division, out of the playoffs again. In April 2023, after the Seattle Mariners of the MLB and the Sacramento Kings of the NBA, clinched a playoff birth for the first time since the 2001 MLB Postseason and 2006 NBA Playoffs respectively, the Jets and the Buffalo Sabres of the NHL claimed the longest current postseason drought in major North American sports, not having made the playoffs since 2010-11 NFL Playoffs and the 2011 Stanley Cup Playoffs. That month, the Jets acquired Super Bowl-winning quarterback Aaron Rodgers from the Packers in an exchange of draft picks. The 39-year-old predicted that the Jets were capable of winning a second Super Bowl trophy. Rodgers also expressed that, unless he was to be injured or win a Super Bowl, he would play more than one year with the Jets. Saleh would also state that he would be "shocked" if Rodgers didn't play more than a year. Sportswriter Eskenazi, in his history of the Jets, wrote: > The Jets are in that pantheon [of teams that have won championships]. And they are housed there despite having only one title, one defining image. Because they have never repeated, there is the constant of failed expectations. Unfair, perhaps ... But this is the nature of sports. The Jets achieved such fame, such notoriety, became such a product and symbol of their times, that they also became a frozen icon. They can have life breathed back into them only by another great success. In the meantime, they and their fans have had to live with their moment in the sun. ## See also - List of New York Jets seasons
347,713
Huia
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Extinct species of bird
[ "Articles containing video clips", "Bird extinctions since 1500", "Birds described in 1837", "Birds of the North Island", "Callaeidae", "Extinct birds of New Zealand", "Māori culture", "Species made extinct by human activities" ]
The huia (/ˈhuːjə, -iːə/ HOO-yə, -⁠ee-ə; ; Heteralocha acutirostris) is an extinct species of New Zealand wattlebird, endemic to the North Island of New Zealand. The last confirmed sighting of a huia was in 1907, although there was a credible sighting in 1924. It was already a rare bird before the arrival of Europeans, confined to the Ruahine, Tararua, Rimutaka and Kaimanawa mountain ranges in the south-east of the North Island. It was remarkable for having the most pronounced sexual dimorphism in bill shape of any bird species in the world. The female's beak was long, thin and arched downward, while the male's was short and stout, like that of a crow. Males were 45 cm (18 in) long, while females were larger at 48 cm (19 in). The sexes were otherwise similar, with orange wattles and deep metallic, bluish-black plumage with a greenish iridescence on the upper surface, especially about the head. The tail feathers were unique among New Zealand birds in having a broad white band across the tips. The birds lived in forests at both montane and lowland elevations – they are thought to have moved seasonally, living at higher elevation in summer and descending to lower elevation in winter. Huia were omnivorous and ate adult insects, grubs and spiders, as well as the fruits of a small number of native plants. Males and females used their beaks to feed in different ways: the male used his bill to chisel away at rotting wood, while the female's longer, more flexible bill was able to probe deeper areas. Even though the huia is frequently mentioned in biology and ornithology textbooks because of this striking dimorphism, not much is known about its biology; it was little studied before it was driven to extinction. The huia is one of New Zealand's best-known extinct birds because of its bill shape, its sheer beauty and special place in Māori culture and oral tradition. The bird was regarded by Māori as tapu (sacred), and the wearing of its skin or feathers was reserved for people of high status. ## Taxonomy and etymology The genus name, Heteralocha, derives from Ancient Greek ἕτερος "different" and ἄλοχος "wife". It refers to the striking difference in bill shape between male and female. The specific name, acutirostris, derives from Latin acutus, meaning "sharp pointed", and rostrum, meaning "beak", and refers to the beak of the female. John Gould described the huia in 1836 as two species: Neomorpha acutirostris based on a female specimen, and N. crassirostris based on a male specimen—the epithet crassirostris derives from the Latin crassus, meaning "thick" or "heavy", and refers to the male's short bill. In 1840, George Robert Gray proposed the name N. gouldii, arguing that neither of Gould's names was applicable to the species. In 1850, Jean Cabanis replaced the name Neomorpha, which had been previously used for a cuckoo genus, with Heteralocha. In 1888 Sir Walter Buller wrote: "I have deemed it more in accordance with the accepted rules of zoological nomenclature to adopt the first of the two names applied to the species by Mr Gould; and the name Neomorpha having been previously used in ornithology, it becomes necessary to adopt that of Heteralocha, proposed by Dr Cabanis for this form." The huia appears to be a remnant of an early expansion of passerines in the country of New Zealand, and is the largest of the three members of the family Callaeidae, the New Zealand wattlebirds; the others are the saddleback and the kōkako. The only close relative to the family is the stitchbird; their taxonomic relationships to other birds remain to be determined. A molecular study of the nuclear RAG-1 and c-mos genes of the three species within the family proved inconclusive, the data providing most support for either a basally diverging kōkako or huia. ## Description The huia had black plumage with a green metallic tinge and distinctive rounded bright orange wattles at the gape. In both sexes, the eyes were brown; the beak was ivory white, greyish at the base; the legs and feet were long and bluish grey while the claws were light brown. Huia had twelve long glossy black tail feathers, each tipped for 2.5–3 cm (0.98–1.18 in) with a broad band of white. Immature huia had small pale wattles, duller plumage flecked with brown, and a reddish-buff tinge to the white tips of the tail feathers. The beak of the young female was only slightly curved. Māori referred to certain huia as huia-ariki, "chiefly huia". The huia-ariki had brownish plumage streaked with grey, and the feathers on the neck and head were darker. This variant may have been a partial albino, or perhaps such birds were simply of great age. Several true albino huia were recorded. A white specimen painted by John Gerrard Keulemans around 1900 may have been the result of progressive greying or leucism, rather than albinism; the current whereabouts of this specimen are unknown. Although sexual dimorphism in bill shape is found in other birds, such as the riflebirds, sicklebills and other wood-excavating birds including some species of woodpecker, it was most pronounced in the huia. The beak of the male was short at approximately 60 mm (2.4 in) and slightly arched downwards and robust, very similar to that of the closely related saddleback, while the female's beak was finer, longer at around 104 mm (4.1 in), and decurved (curved downward) like that of a hummingbird or honeyeater. The difference was not only in the bone; the rhamphotheca grew way past the end of the bony maxilla and mandible to produce a pliable implement able to deeply penetrate holes made by wood-boring beetle larvae. The skulls and mandibles of the huia and saddleback are very similar, the latter essentially miniatures of the former. There are two possible explanations for the evolution of this sexual difference in bill shape. The most widely supported is that it allowed birds of different sexes to utilise different food sources. This divergence may have arisen because of a lack of competitors in these foraging niches in the North Island forest ecosystems. The other idea is that the ivory-coloured bill, which contrasted sharply with the bird's black plumage, may have been used to attract a mate. In animals that use sexually dimorphic physical traits to attract a mate, the dimorphic feature is often brightly coloured or contrasts with the rest of the body, as with the huia. It has been suggested that as the female was the main provider of food for the chicks by regurgitation, this sex evolved the longer bill to obtain the protein-rich invertebrate diet required for the chicks. Another, less obvious aspect of the huia's sexual dimorphism was the minor size difference between the sexes. Males were 45 cm (18 in) long, while females were larger at 48 cm (19 in). Additionally, the tail of the male was about 20 cm (7.9 in) in length and the wingspan was between 21 and 22 cm (8.3 and 8.7 in), while the female's tail was 19.5 to 20 cm (7.7 to 7.9 in) and the female's wingspan was 20 to 20.5 cm (7.9 to 8.1 in). ## Distribution and habitat Subfossil deposits and midden remains reveal that the huia was once widespread in both lowland and montane native forest throughout the North Island, extending from the northernmost tip at Cape Reinga to Wellington and the Aorangi Range in the far south. Only a few huia are known from the extensive pitfall deposits in the karst of the Waitomo Caves area and they are also rare or absent in fossil deposits in the central North Island and Hawke's Bay; it seems to have preferred habitats that are not well sampled by the deposits known at present. The huia vanished from the northern and western North Island following Māori settlement in the 14th century, due to over-hunting, forest clearance, and introduced kiore preying on nests. By the time of European settlement in the 1840s it was only found south of a line from the Raukumara Range in the east, across the Kaimanawa Range, to the Turakina River in the Rangitikei in the west. In the south, its range extended to the Wairarapa and the Rimutaka Range east of Wellington. Reports collected by Walter Buller and a single waiata (Māori song) suggest that the huia was once also found in the Marlborough and Nelson districts of the South Island; however, it has never been identified in the rich fossil deposits south of Cook Strait, and there is no other evidence of the species' presence. The huia inhabited both of the two principal forest types in New Zealand. They were primarily found in broadleaf-podocarp forests where there was a dense understorey, but occasionally also in southern beech (Nothofagus) forest. The species was observed in native vegetation including mataī (Prumnopitys taxifolia), rimu (Dacrydium cupressinum), kahikatea (Dacrycarpus dacrydioides), northern rātā (Metrosideros robusta), maire (Nestegis), hinau (Elaeocarpus dentatus), totara (Podocarpus totara), rewarewa (Knightia excelsa), mahoe (Melicytus ramiflorus), and taraire (Beilschmiedia tarairi), and at sea level in karaka (Corynocarpus laevigatus) trees at Cape Turakirae. It was never seen in burnt forest or land cleared for farming. ## Ecology and behaviour ### Movements The huia's movements are little known, but it was most likely sedentary. The huia is thought to have undertaken seasonal movements, living in montane forests in the summer and moving down into lowland forests in the winter to avoid the harsher weather and cold temperatures of higher altitudes. Like the surviving New Zealand wattlebirds, the saddleback and the kōkako, the huia was a weak flier and could only fly for short distances, and seldom above tree height. More often it would use its powerful legs to propel it in long leaps and bounds through the canopy or across the forest floor, or it would cling vertically to tree trunks with its tail spread for balance. ### Feeding and ecology The huia, with the previously endangered saddleback, were the two species of classic bark and wood probers in the arboreal insectivore guild in the New Zealand avifauna. Woodpeckers do not occur east of Wallace's line; their ecological niche is filled by other groups of birds that feed on wood-boring beetle larvae, albeit in rotting wood. The woodpecker-like role was taken on by two species in two different families in the New Zealand mixed-podocarp and Nothofagus forests; one was the huia and the other was the kaka. The huia foraged mainly on decaying wood. Although it was considered a specialist predator of the larvae of the nocturnal huhu beetle (Prionoplus reticularis), it also ate other insects—including wētā—insect larvae, spiders, and fruit. Insects and spiders were taken from decaying wood, from under bark, mosses and lichens, and from the ground. Huia foraged either alone, in pairs, or in small flocks of up to five, which were probably family groups. The sexual dimorphism of the bill structure gave rise to feeding strategies that differed radically between the sexes. The male used its adze-like bill to chisel and rip into the outer layers of decaying wood, while the female probed areas inaccessible to the male, such as the burrows of insect larvae in living wood. The male had well-developed cranial musculature allowing rotten wood to be chiselled and pried apart by "gaping" motions. There are corresponding differences in the structure and musculature of the head and neck between males and females. Huia had very well developed depressor jaw muscles, and an occipital crest that provided extra surface for muscle attachment, allowing the jaw to be opened with considerable force. Once the bird had secured a meal, it flew to a perch with the insect in its feet. The huia stripped its meal of any hard parts, then tossed the remainder up, caught, and swallowed it. Pairs did not cooperate in feeding, at least not in a strict sense. All such reports are based on misunderstanding of an account by ornithologist Walter Buller of a pair kept in captivity obtaining wood-boring beetle larvae. According to this misunderstanding, which has become part of ecological folklore, the male would tear at the wood and open larval tunnels, thus allowing the female to probe deeply into the tunnels with her long, pliant bill. Rather, the divergent bills represent an extreme example of niche differentiation, reducing intraspecific competition between the sexes. This allowed the species to exploit a wide range of food sources in different microhabitats. The New Zealand forest relies heavily on frugivorous birds for seed dispersal: about 70% of the woody plants have fruits that are probably dispersed by birds, which included the huia. The range of fruits eaten by the huia is difficult to establish: hinau (Elaeocarpus dentatus), pigeonwood (Hedycarya arborea) and various species of Coprosma are recorded by Buller, and they were also recorded as eating the fruits of kahikatea (Dacrycarpus dacrydioides). The extinction of the huia and other frugivorous New Zealand bird species including the moa and piopio, and the diminishing range of many others, including the kiwi, weka, and kōkako, has left few effective seed dispersers in the New Zealand forest. For plants with fruit greater than 1 cm in diameter, kererū are the sole remaining dispersers in the ecosystem, and they are rare or extinct in some areas. This depletion of avifauna in the forest ecosystem may be having major impacts on processes such as forest regeneration and seed dispersal. ### Voice Like so many other aspects of its biology, the vocalisations of the huia are not well known, and present knowledge is based on very few accounts. The calls were mostly a varied array of whistles, "peculiar and strange", but also "soft, melodious and flute-like". An imitation of the bird's call survives as a recording of 1909 huia search team member Henare Hamana whistling the call (see External links). Huia were often silent. When they did vocalise, their calls could carry considerable distances – some were audible from up to 400 m (1,300 ft) away through dense forest. The calls were said to differ between sexes, though there are no details. Calls were given with the bird's head and neck stretched outward and its bill pointing 30 to 45 degrees from the vertical. Most references describe huia calls as heard in the early morning; one records it as the first bird to sing in the dawn chorus, and captive birds were known to "wake the household". Like the whitehead, huia behaved unusually before the onset of wet weather, being "happy and in full song". The bird's name is onomatopoeic: it was named by Māori for its loud distress call, a smooth, unslurred whistle rendered as uia, uia, uia or where are you?. This call was said to be given when the bird was excited or hungry. Chicks had a "plaintive cry, pleasant to the ear", would feebly answer imitations by people, and were very noisy when kept in tents. ### Commensals and parasites A species of parasitic phtilopterid louse, Rallicola extinctus, was only known to live on the huia, and apparently became extinct with its host. In 2008, a new species of feather mite, Coraciacarus muellermotzfeldi, was described from dried corpses found in the feathers of a huia skin held by a European museum. While the genus Coraciacarus has a wide range of hosts globally, the presence of a representative of the genus on a passerine bird was an "enigmatic phenomenon". The discoverers suggested the mite could have been horizontally transferred from one of the two native, migratory species of cuckoo (Cuculiformes). ### Social behaviour and reproduction A quiet, social bird, the huia was monogamous, and pairs probably paired for life. The bird was usually found in breeding pairs, although sometimes groups of four or more were encountered. Walter Buller records that a tame pair would always keep close to each other, constantly uttering a "low affectionate twitter", even when in captivity. There are records of this same pair and a further, wild pair "hopping from branch to branch and fanning their tails, then meeting to caress each other with their bills" and uttering these noises. The male is said to have fed the female in courtship. It is thought that these behaviours may have been a sexual display. The claim that the male fed the female while she was incubating and on the nest "lacks evidence". When the male of this captive pair was accidentally killed, the female "manifesting the utmost distress pined for her mate and died 10 days afterwards". A Māori man in the 19th century recalled: "I was always told by my old people that a pair of huia lived on most affectionate terms ... If the male died first, the female died soon after of grief". The huia had no fear of people; females allowed themselves to be handled on the nest, and birds could easily be captured by hand. Little is known about the huia's reproduction, as only two eggs and four nests were ever described. The only known huia egg to still exist is in the collection of the Museum of New Zealand Te Papa Tongarewa. The breeding season for mating, building nests, laying eggs and raising young is thought to have been late spring (October–November). It is thought they nested solitarily; pairs are said to have been territorial and the birds would remain on their territories for life. Huia appear to have raised just one brood per season; the number of eggs in a clutch is variously described as being 3–5, 4, 2–4 and 1–4. These eggs were greyish with purple and brown speckles, and measured 45 by 30 mm (1.8 by 1.2 in). Incubation was mostly by the female, though there is evidence that the male also had a small role, as rubbed-bare brooding patches that were smaller than those of females were discovered on some males in November. The incubation period is unknown. Eggshells were apparently removed from the nest by adults. The brood size was usually one or two, though there was the odd record of up to three chicks in a single nest. Nests were constructed in varying places: in dead trees, the crooks of large branches, tree hollows, on branches, or "on or near the ground", and some nests were covered with hanging vegetation or vines. The nest itself was a large saucer-shaped structure, up to 350 mm in diameter and 70 mm deep, with thick walls of dry grass, leaves and "withered stems of herbaceous plants". A central small, shallow cup of soft materials such as grass and fine twigs cushioned and insulated the eggs. After hatching, young remained in the family group and were fed by the adults for three months, by which time they appeared adult. ## Relationship with humans ### In culture In Māori culture, the "white heron and the Huia were not normally eaten but were rare birds treasured for their precious plumes, worn by people of high rank". The bold and inquisitive nature of the huia made it particularly easy to capture. Māori attracted the huia by imitating its call and then captured it with a tari (a carved pole with a noose at the end) or snare, or killed it with clubs or long spears. Often they exploited the strong pair bond by capturing one of a pair, which would then call out, attracting its mate, which could be easily captured. Opinion on the quality of huia meat as food varied wildly; although not usually hunted for this purpose, the huia was considered "good eating" in pies or curried stew by some, but a "tough morsel" and "unfit to eat" by others. Although the huia's range was restricted to the southern North Island, its tail feathers were valued highly and were exchanged among tribes for other valuable goods such as pounamu and shark teeth, or given as tokens of friendship and respect. Through this trade, the feathers reached the far north and the far south of New Zealand. They were stored in intricately carved boxes called waka huia, which were hung from the ceilings of chiefs' houses. Huia feathers were worn at funerals and used to decorate the heads of the deceased. The marereko, described by Edward Robert Tregear as an "ancient war-plume", consisted of twelve huia feathers. The highly valued pōhoi was an ornament made from the skin of the huia: the bird was skinned with the beak, skull and wattles attached and the legs and wings removed, carefully dried, and the resulting ornament worn from the neck or ears. Dried huia heads were also worn as pendants called ngutu huia. A captured huia would be kept in a small cage so that its tail feathers could be plucked as they grew to full size. The bird was also kept by Māori as a pet, and like the tūī, it could be trained to say a few words. There is also a record of a tame huia kept by European settlers in a small village in the Forty-Mile Bush in the 19th century. New Zealand has released several postage stamps portraying the huia. The New Zealand sixpence coin, minted between 1933 and 1966, featured a female huia on the reverse. The degree to which the huia was known and admired in New Zealand is reflected in the large number of suburban and geographical features which are named after the species. There are several roads and streets named after the huia in the North Island, with several in Wellington (including Huia Road in Days Bay – not far from where one of the last sightings of this species occurred in the early 1920s in the forests of East Harbour Regional Park) and also in Auckland, where there is even a Huia township in West Auckland (although the township is named after a Waikato Tainui chief of the same name). A river on the west coast of the South Island and the Huiarau Ranges in the central North Island are also named after the bird. The species was once found living in great abundance in the forests of these mountains: Huiarau means "a hundred huia". Businesses include the public swimming pool in Lower Hutt, a Marlborough winery, and Huia Publishers, which specialises in Māori writing and perspectives. The name was first given to a child in the late 19th century, to the son of members of a lower North Island iwi concerned about the bird's rapid decline, and although uncommon, it is still used today in New Zealand as a name for girls and more rarely for boys (e.g. Huia Edmonds), of both European and Māori descent. Huia also featured extensively in contemporary art and handcrafts, commonly seen in gift shops the around the country. In 2020 Prime Minister Jacinda Ardern wore upcycled Huia feather earrings during a public COVID-19 announcement causing demand to soar. Tail feathers of the extinct huia are very rare and they have become a collectors' item. In June 2010 a single huia tail feather sold at auction in Auckland for NZ\$8,000, much higher than the \$500 the auctioneers had expected, making it the most expensive feather ever. The previous record price for a single feather was \$US2,800 (NZ\$4,000) achieved by a bald eagle feather at auction in the United States. In the 2016 New Zealand film Hunt for the Wilderpeople two of the characters encounter a huia, and eventually set out to obtain proof of their sighting. Reviewers asserted that in the film the huia is significant as a "uniquely indigenous" symbol that "represents harmony with nature and the wild." ### Extinction The huia was found throughout the North Island before humans arrived in New Zealand. Māori are estimated to have arrived around 750 years ago, and by the arrival of European settlers in the 1840s, habitat destruction, hunting, and introduced rats had reduced the bird's range to the southern North Island. However, Māori hunting pressures on the huia were limited to some extent by traditional protocols. The hunting season was from May to July when the bird's plumage was in prime condition, while a rāhui (hunting ban) was enforced in spring and summer. After European settlement the huia's numbers began to decline more quickly, due mainly to two well-documented factors: widespread deforestation and over-hunting. Like the extinctions of other New Zealand birds such as the piopio in the 19th century, the decline of the huia was poorly studied. Massive deforestation occurred in the North Island at this time, particularly in the lowlands of southern Hawkes Bay, the Manawatū and the Wairarapa, as land was cleared by European settlers for agriculture. The huia was particularly vulnerable to this as it could only live in old-growth forest where there were abundant rotting trees filled with wood-boring insect larvae. It seems it could not survive in regenerating, secondary forests. Although the mountainous part of its former range was not deforested, the lowland forests of the valleys below were systematically destroyed. The destruction of this part of its habitat would have undoubtedly had a severe impact on huia populations, but its removal would have been particularly dire if they did in fact descend to the lowlands as a winter refuge to escape snow at higher altitudes as some researchers including Oliver have surmised. It appears that predation by invasive mammalian species including ship rats, cats, and mustelids was an additional factor in the decline in huia numbers – introduction of these animals by New Zealand acclimatisation societies peaked in the 1880s and coincided with a particularly sharp decline in huia populations. Because it spent a lot of time on the ground, the huia would have been particularly vulnerable to mammalian predators. Another hypothetical cause of extinction is exotic parasites and disease introduced from Asia with the common myna. Habitat destruction and the predations of introduced species were problems faced by all New Zealand birds, but in addition the huia faced massive pressure from hunting. Due to its pronounced sexual dimorphism and its beauty, huia were sought after as mounted specimens by wealthy collectors in Europe and by museums all over the world. These individuals and institutions were willing to pay large sums of money for good specimens, and the overseas demand created a strong financial incentive for hunters in New Zealand. This hunting was initially by naturalists. Austrian taxidermist Andreas Reischek took 212 pairs as specimens for the natural history museum in Vienna over a period of 10 years, while New Zealand ornithologist Walter Buller collected 18 on just one of several expeditions to the Rimutaka Ranges in 1883. Others keen to profit soon joined in. Buller records that also in 1883, a party of 11 Māori obtained 646 huia skins from the forest between the Manawatū Gorge and Ākitio. Several thousand huia were exported overseas as part of this trade. Infrastructure development within lowland forest did not help the situation: hundreds of huia were shot around road and rail construction camps. > While we were looking at and admiring this little picture of bird-life, a pair of Huia, without uttering a sound, appeared in a tree overhead, and as they were caressing each other with their beautiful bills, a charge of No. 6 brought them both to the ground together. The incident was rather touching and I felt almost glad that the shot was not mine, although by no means loth to appropriate 2 fine specimens. The rampant and unsustainable hunting was not just financially motivated: it also had a more philosophical, fatalistic aspect. The conventional wisdom among New Zealand Europeans in the 19th century was that things colonial, whether they were plants, animals or people, were inferior to things European. It was widely assumed that the plants and animals of New Zealand's forest ecosystems would be quickly replaced by more vigorous and competitive European species. This assumption of inevitable doom led to a conclusion that the conservation of native biota was pointless and futile; Victorian collectors instead focused their efforts on acquiring a good range of specimens before the rare species disappeared altogether. There were some attempts to conserve the huia, but they were few, poorly organised and poorly enforced legally: the conservation movement in New Zealand was still very much in its infancy. There were successive sharp declines in numbers of huia in the 1860s and in the late 1880s, prompting the chiefs of the Manawatū and the Wairarapa to place a rāhui on the Tararua Range. In February 1892, the Wild Birds Protection Act was amended to include the huia, making it illegal to kill the bird, but enforcement was not taken seriously. Island sanctuaries were set up for endangered native birds after this act, but the new bird sanctuaries, including Kapiti Island, Little Barrier Island and Resolution Island, were never stocked with huia. Although attempts were made to capture birds for transfer, no huia were ever transferred. The Kapiti Island attempt is documented as being particularly poorly managed. A live pair destined to be transferred to the island in 1893 was instead appropriated by Buller, who bent the law to take them back to England as a present for Lord Rothschild, along with the last collected live pair of laughing owls. The Duke and Duchess of York (later George V and Queen Mary) visited New Zealand in 1901. At an official Māori welcome in Rotorua, a guide took a huia tail feather from her hair and placed it in the band of the Duke's hat as a token of respect. Many people in England and New Zealand wanted to emulate this royal fashion and wear huia feathers in their hats. The price of tail feathers was soon pushed to £1, making each bird worth £12, and some feathers sold for as much as £5. Female huia beaks were also set in gold as jewellery. Shooting season notices ceased listing the huia as a protected species in 1901, and a last-ditch attempt to reinforce government protection failed when the solicitor general ruled that there was no law to protect feathers. The decline of the huia over the southern half of the North Island occurred at markedly different rates in different locations. Areas where dramatic declines were observed in the 1880s included the Puketoi Range, the Hutt Valley and Tararuas, and the Pahiatua-Dannevirke area. The species was abundant in a few places in the early 20th century between Hawke's Bay and the Wairarapa; a flock of 100–150 birds was reported at the summit of the Akatarawa–Waikanae track in 1905; they were still "fairly plentiful" in the upper reaches of the Rangitikei River in 1906 – and yet, the last confirmed sighting came just one year later. The last official, confirmed huia sighting was made on 28 December 1907 when W. W. Smith saw three birds in the forests of the Tararua Ranges. Unconfirmed, "quite credible" reports suggest that extinction for the species came a little later. A man familiar with the species reported seeing three huia in Gollans Valley behind York Bay (between Petone and Eastbourne on Wellington Harbour), an area of mixed beech and podocarp forest well within the bird's former range, on 28 December 1922. Sightings of the huia were also reported there in 1912 and 1913. Despite this, naturalists from the Dominion Museum in Wellington did not investigate the reports. The last credible reports of huia come from the forests of Te Urewera National Park, with one from near Mt Urutawa in 1952 and final sightings near Lake Waikareiti in 1961 and 1963. The possibility of a small huia population still surviving in the Urewera ranges has been proposed by some researchers, but is considered highly unlikely. No recent expeditions have been mounted to find a living specimen. Students at Hastings Boys' High School organised a conference in 1999 to consider cloning the huia, their school emblem. The tribe Ngāti Huia agreed in principle to support the endeavour, which would be carried out at the University of Otago, and a California-based Internet start-up volunteered \$100,000 of funding. However, Sandy Bartle, curator of birds at the Museum of New Zealand Te Papa Tongarewa, said that the complete huia genome could not be derived from museum skins because of the poor state of the DNA, and cloning was therefore unlikely to succeed.
30,664
Telescopium
1,173,669,126
Constellation in the southern celestial hemisphere
[ "Constellations listed by Lacaille", "Southern constellations", "Telescopium" ]
Telescopium is a minor constellation in the southern celestial hemisphere, one of twelve named in the 18th century by French astronomer Nicolas-Louis de Lacaille and one of several depicting scientific instruments. Its name is a Latinized form of the Greek word for telescope. Telescopium was later much reduced in size by Francis Baily and Benjamin Gould. The brightest star in the constellation is Alpha Telescopii, a blue-white subgiant with an apparent magnitude of 3.5, followed by the orange giant star Zeta Telescopii at magnitude 4.1. Eta and PZ Telescopii are two young star systems with debris disks and brown dwarf companions. Telescopium hosts two unusual stars with very little hydrogen that are likely to be the result of two merged white dwarfs: PV Telescopii, also known as HD 168476, is a hot blue extreme helium star, while RS Telescopii is an R Coronae Borealis variable. RR Telescopii is a cataclysmic variable that brightened as a nova to magnitude 6 in 1948. It had been hypothesized in 2020 that Telescopium would also host the first known visible star system with a black hole, QV Telescopii (HR 6819), however observations in 2022 indicated that this is a binary system of two main-sequence stars without a black hole instead. ## History Telescopium was introduced in 1751–52 by Nicolas-Louis de Lacaille with the French name le Telescope, depicting an aerial telescope, after he 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. All but one honored instruments that symbolised the Age of Enlightenment. Covering 40 degrees of the night sky, the telescope stretched out northwards between Sagittarius and Scorpius. Lacaille had Latinised its name to Telescopium by 1763. The constellation was known by other names. It was called Tubus Astronomicus in the eighteenth century, during which time three constellations depicting telescopes were recognised—Tubus Herschelii Major between Gemini and Auriga and Tubus Herschelii Minor between Taurus and Orion, both of which had fallen out of use by the nineteenth century. Johann Bode called it the Astronomische Fernrohr in his 1805 Gestirne and kept its size, but later astronomers Francis Baily and Benjamin Gould subsequently shrank its boundaries. The much-reduced constellation lost several brighter stars to neighbouring constellations: Beta Telescopii became Eta Sagittarii, which it had been before Lacaille placed it in Telescopium, Gamma was placed in Scorpius and renamed G Scorpii by Gould, Theta Telescopii reverted to its old appellation of d Ophiuchi, and Sigma Telescopii was placed in Corona Australis. Initially uncatalogued, the latter is now known as HR 6875. The original object Lacaille had named Eta Telescopii—the open cluster Messier 7—was in what is now Scorpius, and Gould used the Bayer designation for a magnitude 5 star, which he felt warranted a letter. ## Characteristics A small constellation, Telescopium is bordered by Sagittarius and Corona Australis to the north, Ara to the west, Pavo to the south, and Indus to the east, cornering on Microscopium to the northeast. The three-letter abbreviation for the constellation, as adopted by the International Astronomical Union in 1922, is "Tel". The official constellation boundaries, as set by Belgian astronomer Eugène Delporte in 1930, are defined by a quadrilateral. In the equatorial coordinate system, the right ascension coordinates of these borders lie between and , while the declination coordinates are between −45.09° and −56.98°. The whole constellation is visible to observers south of latitude 33°N. ## Features ### Stars Within the constellation's borders, there are 57 stars brighter than or equal to apparent magnitude 6.5. With a magnitude of 3.5, Alpha Telescopii is the brightest star in the constellation. It is a blue-white subgiant of spectral type B3IV which lies around 250 light-years away. It is radiating nearly 800 times the Sun's luminosity, and is estimated to be 5.2±0.4 times as massive and have 3.3±0.5 times the Sun's radius. Close by Alpha Telescopii are the two blue-white stars sharing the designation of Delta Telescopii. Delta1 Telescopii is of spectral type B6IV and apparent magnitude 4.9, while Delta2 Telescopii is of spectral type B3III and magnitude 5.1. They form an optical double, as the stars are estimated to be around 710 and 1190 light-years away respectively. The faint (magnitude 12.23) Gliese 754, a red dwarf of spectral type M4.5V, is one of the nearest 100 stars to Earth at 19.3 light-years distant. Its eccentric orbit around the Galaxy indicates that it may have originated in the Milky Way's thick disk. At least four of the fifteen stars visible to the unaided eye are orange giants of spectral class K. The second brightest star in the constellation—at apparent magnitude 4.1—is Zeta Telescopii, an orange subgiant of spectral type K1III-IV. Around 1.53 times as massive as the Sun, it shines with 512 times its luminosity. Located 127 light years away from Earth, it has been described as yellow or reddish in appearance. Epsilon Telescopii is a binary star system: the brighter component, Epsilon Telescopii A, is an orange giant of spectral type K0III with an apparent magnitude of +4.52, while the 13th magnitude companion, Epsilon Telescopii B, is 21 arcseconds away from the primary, and just visible with a 15 cm aperture telescope on a dark night. The system is 417 light-years away. Iota Telescopii and HD 169405—magnitude 5 orange giants of spectral types K0III and K0.5III respectively—make up the quartet. They are around 370 and 497 light-years away from the Sun respectively. Another ageing star, Kappa Telescopii is a yellow giant with a spectral type G9III and apparent magnitude of 5.18. Around 1.87 billion years old, this star of around 1.6 solar masses has swollen to 11 times the Sun's diameter. It is approximately 293 light-years from Earth, and is another optical double. Xi Telescopii is an irregular variable star that ranges between magnitudes 4.89 and 4.94. Located 1079 light-years distant, it is a red giant of spectral type M2III that has a diameter around 5.6 times the Sun's, and a luminosity around 2973 times that of the Sun. Another irregular variable, RX Telescopii is a red supergiant that varies between magnitudes 6.45 and 7.47, just visible to the unaided eye under good viewing conditions. BL Telescopii is an Algol-like eclipsing binary system that varies between apparent magnitudes 7.09 and 9.08 over a period of just over 778 days (2 years 48 days). The primary is a yellow supergiant that is itself intrinsically variable. Dipping from its baseline magnitude of 9.6 to 16.5, RS Telescopii is a rare R Coronae Borealis variable—an extremely hydrogen-deficient supergiant thought to have arisen as the result of the merger of two white dwarfs; fewer than 100 have been discovered as of 2012. The dimming is thought to be caused by carbon dust expelled by the star. As of 2012, four dimmings have been observed. PV Telescopii is a class B-type (blue) extreme helium star that is the prototype of a class of variables known as PV Telescopii variables. First discovered in 1952, it was found to have a very low level of hydrogen. One theory of its origin is that it is the result of a merger between a helium- and a carbon-oxygen white dwarf. If the combined mass does not exceed the Chandrasekhar limit, the former will accrete onto the latter star and ignite to form a supergiant. Later this will become an extreme helium star before cooling to become a white dwarf. While RR Telescopii, also designated Nova Telescopii 1948, is often called a slow nova, it is now classified as a symbiotic nova system composed of an M5III pulsating red giant and a white dwarf; between 1944 and 1948 it brightened by about 7 magnitudes before being noticed at apparent magnitude 6.0 in mid-1948. It has since faded slowly to about apparent magnitude 12. QS Telescopii is a binary system composed of a white dwarf and main sequence donor star, in this case the two are close enough to be tidally locked, facing one another. Known as polars, material from the donor star does not form an accretion disk around the white dwarf, but rather streams directly onto it. This is due to the presence of the white dwarf's strong magnetic field. Although no star systems in Telescopium have confirmed planets, several have been found to have brown dwarf companions. A member of the 12-million-year-old Beta Pictoris moving group of stars that share a common proper motion through space, Eta Telescopii is a young white main sequence star of magnitude 5.0 and spectral type A0V. It has a debris disk and brown dwarf companion of spectral type M7V or M8V that is between 20 and 50 times as massive as Jupiter. The system is complex, as it has a common proper motion with (and is gravitationally bound to) the star HD 181327, which has its own debris disk. This latter star is a yellow-white main sequence star of spectral type F6V of magnitude 7.0. PZ Telescopii is another young star with a debris disk and substellar brown dwarf companion, though at 24 million years of age appears too old to be part of the Beta Pictoris moving group. HD 191760 is a yellow subgiant—a star that is cooling and expanding off the main sequence—of spectral type G3IV/V. Estimated to be just over four billion years old, it is slightly (1.1 to 1.3 times) more massive as the Sun, 2.69 times as luminous, and has around 1.62 times its radius. Using the High Accuracy Radial Velocity Planet Searcher (HARPS) instrument on the ESO 3.6 m Telescope, it was found to have a brown dwarf around 38 times as massive as Jupiter orbiting at an average distance of 1.35 AU with a period of 505 days. This is an unusually close distance from the star, within a range that has been termed the brown-dwarf desert. ### Black hole Telescopium is also host to the first known visible star system with a black hole. QV Telescopii, also designated HR 6819, is a triple star system, which is visible to the unaided eye as a variable star with apparent magnitude 5.32 to 5.39. It is located in Telescopium near its SW corner with Ara and Pavo. The hierarchical triple star system consists of two B-type giant stars, the inner with spectral types B3III and the outer Be, as well as one unseen stellar-mass companion in the inner binary with an orbital period of 40.33 days. This unseen companion is inferred to be a non-accreting stellar-mass black hole of at least 4 . At a distance of approximately 1,120 light-years, QV Telescopii is, , the closest known black hole to Earth and the only known visible star system to contain a black hole. ### Deep sky objects The Telescopium group is group of twelve galaxies spanning three degrees in the northeastern part of the constellation, lying around 37 megaparsecs (120 million light-years) from our own galaxy. The brightest member is the elliptical galaxy NGC 6868, and to the west lies the spiral galaxy (or, perhaps, lenticular galaxy) NGC 6861. These are the brightest members of two respective subgroups within the galaxy group, and are heading toward a merger in the future. The globular cluster NGC 6584 lies near Theta Arae and is 45,000 light-years distant from Earth. It is an Oosterhoff type I cluster, and contains at least 69 variable stars, most of which are RR Lyrae variables. The planetary nebula IC 4699 is of 13th magnitude and lies midway between Alpha and Epsilon Telescopii. IC 4889 is an elliptical galaxy of apparent magnitude 11.3, which can be found 2 degrees north-north-west of 5.3-magnitude Nu Telescopii. Observing it through a 40 cm telescope will reveal its central region and halo. Occupying an area of around 4' × 2', NGC 6845 is an interacting system of four galaxies—two spiral and two lenticular galaxies—that is estimated to be around 88 megaparsecs (287 million light-years) distant. SN 2008da was a type II supernova observed in one of the spiral galaxies, NGC 6845A, in June 2008. SN 1998bw was a luminous supernova observed in the spiral arm of the galaxy ESO184-G82 in April 1998, and is notable in that it is highly likely to be the source of the gamma-ray burst GRB 980425. ## See also - Telescopium (Chinese astronomy) - Telescopium Herschelii
367,085
Atlantis: The Lost Empire
1,172,929,837
2001 animated Disney film
[ "2000s American animated films", "2000s English-language films", "2001 animated films", "2001 films", "Animated films about princesses", "Animated films set in Washington, D.C.", "Animated films set in the 1910s", "Atlantis (franchise)", "Disney controversies", "Fictional-language films", "Film controversies", "Films about father–daughter relationships", "Films directed by Gary Trousdale", "Films directed by Kirk Wise", "Films involved in plagiarism controversies", "Films produced by Don Hahn", "Films scored by James Newton Howard", "Films set in 1914", "Films set in Atlantis", "Films set in the Atlantic Ocean", "Films with screenplays by Gary Trousdale", "Films with screenplays by Joss Whedon", "Films with screenplays by Tab Murphy", "Steampunk films", "Walt Disney Animation Studios films", "Walt Disney Pictures animated films" ]
Atlantis: The Lost Empire is a 2001 American animated science fiction action-adventure film produced by Walt Disney Feature Animation and released by Walt Disney Pictures. The 41st film produced by the studio, it was directed by Gary Trousdale and Kirk Wise and produced by Don Hahn from a screenplay by Tab Murphy. The film features an ensemble voice cast that includes Michael J. Fox, Cree Summer, James Garner, Leonard Nimoy, Don Novello, Phil Morris, Claudia Christian, Jacqueline Obradors, Jim Varney (in his final film role), Florence Stanley, John Mahoney, David Ogden Stiers and Corey Burton. Set in 1914, the film tells the story of young linguist Milo Thatch, who gains possession of a sacred book, which he believes will guide him and a crew of mercenaries to the lost city of Atlantis. Development of the film began after production had finished on The Hunchback of Notre Dame (1996). Instead of another musical, directors Trousdale and Wise, producer Hahn, and screenwriter Murphy decided to do an adventure film inspired by the works of Jules Verne. Atlantis: The Lost Empire was notable for adopting the distinctive visual style of comic book artist Mike Mignola, one of the film's production designers. The film made greater use of computer-generated imagery (CGI) than any of Disney's previous traditionally animated features and remains one of the few to have been shot in anamorphic format. Linguist Marc Okrand constructed an Atlantean language specifically for use in the film. James Newton Howard provided the film's musical score. The film was released at a time when audience interest in animated films was shifting away from hand-drawn animation toward films with full CGI. Atlantis: The Lost Empire premiered at the El Capitan Theatre in Los Angeles on June 3, 2001, and went into its general release on June 15. The film received mixed reviews from critics. Budgeted at around \$90–120 million, Atlantis grossed over \$186 million worldwide, \$84 million of which was earned in North America; its lackluster box office response was identified as being released in competition with Shrek and Lara Croft: Tomb Raider. As a result of the film's underperformance, Disney cancelled a planned spin-off animated television series Team Atlantis, an underwater Disneyland attraction, and a volcanic Magic Kingdom attraction based on it. Atlantis was nominated for a number of awards, including seven Annie Awards, and won Best Sound Editing at the 2002 Golden Reel Awards. The film was released on VHS and DVD on January 29, 2002, and on Blu-ray on June 11, 2013. Despite its initial reception, re-evaluation in later years has resulted in Atlantis gaining a cult following and reappraisal from critics as a mistreated classic, due in part to Mignola's unique artistic influence. A direct-to-video sequel, Atlantis: Milo's Return, was released in 2003. ## Plot In 6,800 BC, an explosion sends a tsunami towards the city of Atlantis. Leaving behind her husband, the King, and their daughter Princess Kida, the Queen of Atlantis merges with a floating crystal, creating a protective dome over the city's innermost district, which sinks beneath the waves. 8,714 years later, in 1914, Milo Thatch, a budding Smithsonian Institution linguist and cartographer ostracized for his dream of finding Atlantis, is introduced by Helga Sinclair to eccentric millionaire Preston B. Whitmore, an old friend of Milo's late grandfather Thaddeus. Whitmore reveals that he made a bet with Milo's grandfather to fund an expedition to Atlantis, which Milo is to join. Whitmore gives Milo the Shepherd's Journal, a book describing the history and path to Atlantis. The expedition is headed by Commander Rourke and includes his second-in-command Helga; demolitions expert Vinny; geologist Molière; medical officer Dr. Sweet; head mechanic Audrey; radio operator Mrs. Packard; chef Cookie; and dozens of soldiers and sailors. Their submarine the Ulysses is attacked and destroyed by a mechanical leviathan guarding the entrance to Atlantis, leaving only a handful of survivors. Following the journal, they travel through a dormant volcano and eventually arrive at Atlantis, where they are met by the still-young Princess Kida. Against her father's wishes, Kida enlists Milo to help Atlantis regain its glory, as its culture and knowledge have been decaying for centuries. Milo learns that a huge crystal, the Heart of Atlantis, gives the people longevity, and once powered their devices via smaller crystals they all wear. He also discovers that Rourke and the rest of the crew have known all along of the Heart and used the expedition as part of Rourke's secret plan to steal and sell it, leaving Atlantis to slowly decay. When the king refuses to reveal the Heart's location, Rourke fatally punches him. Rourke eventually finds the Heart himself; sensing the threat, the giant crystal merges with Kida. Rourke imprisons her in a crate, whereupon Milo convinces the crew to turn on Rourke, unwilling to be party to an innocent people's extinction. Rourke, Helga, and the soldiers start for the surface with Kida and destroy the bridge to trap the others behind. The dying King gives Milo his own crystal, explaining that he had tried to weaponize the Heart, which caused the prior explosion and the fate of his wife. He says the Heart selects a royal host when the city is in danger, and begs Milo to save Atlantis and Kida, who will be lost to the Heart forever if not separated from it in time. Milo and his friends rally the Atlanteans to reactivate their flying machines and pursue the mercenaries. They defeat Rourke's men, but Rourke and Helga attempt to escape with Kida. Rourke betrays Helga and throws her to her death; as she dies, she shoots and damages the airship containing Kida's crate, and the fighting Rourke and Milo. As the airship burns, Milo slashes Rourke with a crystal-charged shard of glass, turning Rourke into a crystal monster who is shattered and killed by the ship's propellors. The airship awakens the volcano as it crash-lands. Milo and the rest flee back to Atlantis with Kida, who, still merged with the Heart, rises into the sky and awakens ancient Stone Guardians. These rise from the flooded portion of Atlantis, creating a dome to protect it from the lava flow. Once the danger is neutralized, the Heart returns Kida, alive, to Milo. Milo elects to stay in Atlantis with Kida, with whom he has fallen in love. The crew returns to the surface, each gifted with a small Atlantean crystal and a portion of treasure. Whitmore reviews photographs of the adventure taken by Mrs. Packard, but makes the others swear to secrecy to preserve Atlantis' safety. Whitmore also receives his own Atlantean crystal enclosed in a heartwarming note from Milo. Meanwhile, back at Atlantis, Milo and Kida honor her late father by orbiting a carved stone effigy of him, along with those of other past Kings, around the Heart of Atlantis as it once again hovers above the newly restored city. ## Voice cast - Michael J. Fox as Milo James Thatch, a linguist and cartographer at the Smithsonian who was recruited to decipher The Shepherd's Journal while directing an expedition to Atlantis. Kirk Wise, one of the directors, said that they chose Fox for the role because they felt he gave his characters his own personality and made them more believable on screen. Fox said that voice acting was much easier than his past experience with live action because he did not have to worry about what he looked like in front of a camera while delivering his lines. The directors mentioned that Fox was also offered a role for Titan A.E.; he allowed his son to choose which film he would work on, and he chose Atlantis. Viewers have noted similarities between Milo and the film's language consultant, Marc Okrand, who developed the Atlantean language used in the film. Okrand stated that Milo's supervising animator, John Pomeroy, sketched him, claiming not to know how a linguist looked or acted. - James Garner as Commander Lyle Tiberius Rourke, the leader of the band of mercenaries, for the Atlantean expedition. Wise chose Garner because of his previous experience with action films, especially war and Western films and said the role "fits him like a glove". When asked if he would be interested in the role, Garner replied: "I'd do it in a heartbeat." - Cree Summer as Kidagakash "Kida" Nedakh, the Princess of Atlantis and Milo's love interest. Kida's supervising animator, Randy Haycock, stated that Summer was very "intimidating" when he first met her; this influenced how he wanted Kida to look and act on screen when she meets Milo. - Natalie Strom provided dialogue for Kida as a young child. - Summer also voiced the unnamed Queen of Atlantis, Kida's mother and Kashekim's wife who was "chosen" by the Crystal during the sinking of the city. - Don Novello as Vincenzo "Vinny" Santorini, an Italian demolitions expert. Kirk Wise and Russ Edmonds, Vinny's supervising animator, noted Novello's unique ability to improvise dialogue. Edmonds recalled, "[Novello] would look at the sheet, and he would read the line that was written once, and he would never read it again! And we never used a written line, it was improvs, the whole movie." - Phil Morris as Dr. Joshua Strongbear Sweet, a medic of African American and Native American descent. Sweet's supervising animator, Ron Husband, indicated that one of the challenges was animating Sweet in sync with Morris' rapid line delivery while keeping him believable. Morris stated that this character was extreme, with "no middle ground"; he mentioned, "When he was happy, he was really happy, and when he's solemn, he's real solemn." - Claudia Christian as Lieutenant Helga Katrina Sinclair, Rourke's German-born second-in-command and lieutenant. Christian described her character as "sensual" and "striking". She was relieved when she finally saw what her character looked like, joking, "I'd hate to, you know, go through all this and find out my character is a toad." - Jacqueline Obradors as Audrey Rocio Ramirez, a Puerto Rican mechanic and the youngest member of the expedition. Obradors said her character made her "feel like a little kid again" and she always hoped her sessions would last longer. - Florence Stanley as Wilhelmina Bertha Packard: an elderly, sarcastic, chain-smoking radio operator. Stanley felt that Packard was very "cynical" and "secure": "She does her job and when she is not busy she does anything she wants." - John Mahoney as Preston B. Whitmore, an eccentric millionaire who funds the expedition to Atlantis. Lloyd Bridges was originally cast and recorded as Whitmore, but he died before completing the film. Mahoney's zest and vigor led to Whitmore's personality being reworked for the film. Mahoney stated that doing voice work was "freeing" and allowed him to be "big" and "outrageous" with his character. - Jim Varney as Jebidiah Allardyce "Cookie" Farnsworth, a Western-style chuckwagon chef. Varney died of lung cancer in February 2000, before the production ended, and the film was dedicated to his memory. Producer Don Hahn was saddened that Varney never saw the finished film, but mentioned that he was shown clips of his character's performance during his site sessions and said, "He loved it." Shawn Keller, supervising animator for Cookie, stated, "It was kind of a sad fact that [Varney] knew that he was not going to be able to see this film before he passed away. He did a bang-up job doing the voice work, knowing the fact that he was never gonna see his last performance." Steven Barr recorded supplemental dialogue for Cookie. - Corey Burton as Gaetan "Mole" Molière, a French geologist who acts like a mole. Burton mentioned that finding his performance as Mole was by allowing the character to "leap out" of him while making funny voices. To get into character during his recording sessions, he stated that he would "throw myself into the scene and feel like I'm in this make-believe world". - Leonard Nimoy as Kashekim Nedakh, the King of Atlantis and Kida's father. Michael Cedeno, supervising animator for King Nedakh, was astounded at Nimoy's voice talent, stating that he had "so much rich character" in his performance. As he spoke his lines, Cedeno said the crew would sit there and watch Nimoy in astonishment. - David Ogden Stiers as Fenton Q. Harcourt, a board member of the Smithsonian Institution who dismisses Milo's belief in the existence of Atlantis. Stiers previously worked with Michael J. Fox in Doc Hollywood. He earlier voice-acted for Disney in Beauty and the Beast as Cogsworth, Pocahontas as Governor Ratcliffe and Wiggins, and The Hunchback of Notre Dame as the Archdeacon and would do so again in Lilo & Stitch as Jumba. ## Production ### Development The idea for Atlantis: The Lost Empire was conceived in October 1996 when Don Hahn, Gary Trousdale, Kirk Wise, and Tab Murphy lunched at a Mexican restaurant in Burbank, California. Having recently completed The Hunchback of Notre Dame the producer and directors wanted to keep the Hunchback crew together for another film with an "Adventureland" setting rather than a "Fantasyland" setting. Drawing inspiration from Jules Verne's Twenty Thousand Leagues Under the Seas (1870), they set out to make a film which would fully explore Atlantis (compared to the brief visit depicted in Verne's novel). While primarily utilizing the Internet to research the mythology of Atlantis, the filmmakers became interested in the clairvoyant readings of Edgar Cayce and decided to incorporate some of his ideas—notably that of a mother-crystal which provides power, healing, and longevity to the Atlanteans—into the story. They also visited museums and old army installations to study the technology of the early 20th century (the film's time period), and traveled underground in New Mexico's Carlsbad Caverns to view the subterranean trails which would serve as a model for the approach to Atlantis in the film. The filmmakers wanted to avoid the common depiction of Atlantis as "crumbled Greek columns underwater", said Wise. "From the get-go, we were committed to designing it top to bottom. Let's get the architectural style, clothing, heritage, customs, how they would sleep, and how they would speak. So we brought people on board who would help us develop those ideas." Art director David Goetz stated, "We looked at Mayan architecture, styles of ancient, unusual architecture from around the world, and the directors really liked the look of Southeast Asian architecture." The team later took ideas from other architectural forms, including Cambodian, Indian, and Tibetan works. Hahn added, "If you take and deconstruct architecture from around the world into one architectural vocabulary, that's what our Atlantis looks like." The overall design and circular layout of Atlantis were also based on the writings of Plato, and his quote "in a single day and night of misfortune, the island of Atlantis disappeared into the depths of the sea" was influential from the beginning of production. The crew wore T-shirts which read "ATLANTIS—Fewer songs, more explosions" due to the film's plan as an action-adventure (unlike previous Disney animated features, which were musicals). Dean DeBlois, who worked as co-head of story for Mulan, originally joined the project. However, DeBlois grew unsatisfied with his work on Atlantis and realized that he wanted to work with his friend Chris Sanders as co-writer and director on the studio's next film Lilo & Stitch. He spoke with Thomas Schumacher, then-president of Walt Disney Feature Animation, about this and Schumacher allowed him to leave Atlantis to work on Lilo & Stitch. #### Language Marc Okrand, who developed the Klingon language for the Star Trek television and theatrical productions, was hired to devise the Atlantean language for Atlantis: The Lost Empire. Guided by the directors' initial concept for it to be a "mother-language", Okrand employed an Indo-European word stock with its own grammatical structure. He would change the words if they began to sound too much like an actual, spoken language. John Emerson designed the written component, making hundreds of random sketches of individual letters from among which the directors chose the best to represent the Atlantean alphabet. The written language was boustrophedon: designed to be read left-to-right on the first line, then right-to-left on the second, continuing in a zigzag pattern to simulate the flow of water. > The Atlantean [A] is a shape developed by John Emerson. It is a miniature map of the city of Atlantis (i.e., the outside of the swirl is the cave, the inside shape is the silhouette of the city, and the dot is the location of the crystal). It's a treasure map. ### Writing Joss Whedon was the first writer to be involved with the film but soon left to work on other Disney projects. According to him, he "had not a shred" in the movie. Tab Murphy completed the screenplay, stating that the time from initially discussing the story to producing a script that satisfied the film crew was "about three to four months". The initial draft was 155 pages, much longer than a typical Disney film script (which usually runs 90 pages). When the first two acts were timed at 120 minutes, the directors cut characters and sequences and focused more on Milo. Murphy said that he created the centuries-old Shepherd's Journal because he needed a map for the characters to follow throughout their journey. A revised version of the script eliminated the trials encountered by the explorers as they navigated the caves to Atlantis. This gave the film a faster pace because Atlantis is discovered earlier in the story. The character of Milo J. Thatch was originally supposed to be a descendant of Edward Teach, otherwise known as Blackbeard the pirate. The directors later related him to an explorer so he would discover his inner talent for exploration. The character of Molière was originally intended to be "professorial" but Chris Ure, a story artist, changed the concept to that of a "horrible little burrowing creature with a wacky coat and strange headgear with extending eyeballs", said Wise. Don Hahn pointed out that the absence of songs presented a challenge for a team accustomed to animating musicals, as action scenes alone would have to carry the film. Kirk Wise said it gave the team an opportunity for more on-screen character development: "We had more screen time available to do a scene like where Milo and the explorers are camping out and learning about one another's histories. An entire sequence is devoted to having dinner and going to bed. That is not typically something we would have the luxury of doing." Hahn stated that the first animated sequence completed during production was the film's prologue. The original version featured a Viking war party using The Shepherd's Journal to find Atlantis and being swiftly dispatched by the Leviathan. Near the end of production, story supervisor John Sanford told the directors that he felt this prologue did not give viewers enough emotional involvement with the Atlanteans. Despite knowing that the Viking prologue was finished and it would cost additional time and money to alter the scene, the directors agreed with Sanford. Trousdale went home and completed the storyboards later that evening after visiting a strip club where he boarded the new sequence on a napkin. The opening was replaced by a sequence depicting the destruction of Atlantis, which introduced the film from the perspective of the Atlanteans and Princess Kida. The Viking prologue is included as an extra feature on the DVD release. ### Animation At the peak of its production, 350 animators, artists and technicians were working on Atlantis at all three Disney animation studios: Walt Disney Feature Animation (Burbank, California), Disney Feature Animation Florida (Orlando), and Disney Animation France (Paris). The film was one of the few Disney animated features produced and shot in 35mm anamorphic format. The directors felt that a widescreen image was crucial, as a nostalgic reference to old action-adventure films presented in the CinemaScope format (2.39:1), noting Raiders of the Lost Ark as an inspiration. Because switching to the format would require animation desks and equipment designed for widescreen to be purchased, Disney executives were at first reluctant about the idea. The production team found a simple solution by drawing within a smaller frame on the same paper and equipment used for standard aspect ratio (1.66:1) Disney-animated films. Layout supervisor Ed Ghertner wrote a guide to the widescreen format for use by the layout artists and mentioned that one advantage of widescreen was that he could keep characters in scenes longer because of additional space to walk within the frame. Wise drew further inspiration for the format from filmmakers David Lean and Akira Kurosawa. The film's visual style was strongly based upon that of Mike Mignola, the comic book artist behind Hellboy. Mignola was one of four production designers (along with Matt Codd, Jim Martin, and Ricardo Delgado) hired by the Disney studio for the film. Accordingly, he provided style guides, preliminary character, and background designs, and story ideas. "Mignola's graphic, the angular style was a key influence on the 'look' of the characters," stated Wise. Mignola was surprised when first contacted by the studio to work on Atlantis. His artistic influence on the film would later contribute to a cult following. > I remember watching a rough cut of the film and these characters have these big, square, weird hands. I said to the guy next to me, "Those are cool hands." And he says to me, "Yeah, they're your hands. We had a whole meeting about how to do your hands." It was so weird I couldn't wrap my brain around it. The final pull-out scene of the movie, immediately before the end-title card, was described by the directors as the most difficult scene in the history of Disney animation. They said that the pullout attempt on their prior film, The Hunchback of Notre Dame, "struggled" and "lacked depth"; however, after making advances in the process of multiplaning, they tried the technique again in Atlantis. The scene begins with one 16-inch (40.6 cm) piece of paper showing a close-up of Milo and Kida. As the camera pulls away from them to reveal the newly restored Atlantis, it reaches the equivalent of an 18,000-inch (46,000 cm) piece of paper composed of many individual pieces of paper (24 inches [61 cm] or smaller). Each piece was carefully drawn and combined with animated vehicles simultaneously flying across the scene to make the viewer see a complete, integrated image. At the time of its release, Atlantis: The Lost Empire was notable for using more computer-generated imagery (CGI) than any other Disney traditionally animated feature. To increase productivity, the directors had the digital artists work with the traditional animators throughout the production. Several important scenes required heavy use of digital animation: the Leviathan, the Ulysses submarine and sub-pods, the Heart of Atlantis, and the Stone Giants. During production, after Matt Codd and Jim Martin designed the Ulysses on paper, Greg Aronowitz was hired to build a scale model of the submarine, to be used as a reference for drawing the 3D Ulysses. The final film included 362 digital-effects shots, and computer programs were used to seamlessly join the 2D and 3D artwork. One scene that took advantage of this was the "sub-drop" scene, where the 3D Ulysses was dropped from its docking bay into the water. As the camera floated toward it, a 2D Milo was drawn to appear inside, tracking the camera. The crew noted that it was challenging to keep the audience from noticing the difference between the 2D and 3D drawings when they were merged. The digital production also gave the directors a unique "virtual camera" for complicated shots within the film. With the ability to operate in the z-plane, this camera moved through a digital wire-frame set; the background and details were later hand-drawn over the wireframes. This was used in the opening flight scene through Atlantis and the submarine chase through the undersea cavern with the Leviathan in pursuit. ### Music and sound Since the film would not feature any songs, the directors hired James Newton Howard to compose the score after the directors heard his music on Dinosaur. Approaching it as a live-action film, Howard decided to have different musical themes for the cultures of the surface world and Atlantis. In the case of Atlantis, Howard chose an Indonesian orchestral sound incorporating chimes, bells, and gongs. The directors told Howard that the film would have a number of key scenes without dialogue; the score would need to convey emotionally what the viewer was seeing on screen. Gary Rydstrom and his team at Skywalker Sound were hired for the film's sound production. Like Howard, Rydstrom employed different sounds for the two cultures. Focusing on the machine and mechanical sounds of the early industrial era for the explorers, he felt that the Atlanteans should have a "more organic" sound utilizing ceramics and pottery. The sound made by the Atlantean flying-fish vehicles posed a particular challenge. Rydstrom revealed that he was sitting at the side of a highway recording one day when a semi-truck drove by at high speed. When the recording was sped up on his computer, he felt it sounded very organic, and decided to use it in the film. Rydstrom created the harmonic chiming of the Heart of Atlantis by rubbing his finger along the edge of a champagne flute, and the sound of sub-pods moving through the water with a water pick. ## Release Atlantis: The Lost Empire had its world premiere at Disney's El Capitan Theatre in Hollywood, California on June 3, 2001 and a limited release in New York City and Los Angeles on June 8; a wider release followed on June 15. At the premiere, Destination: Atlantis was on display, featuring behind-the-scenes props from the film and information on the legend of Atlantis with video games, displays, laser tag, and other attractions. The Aquarium of the Pacific also loaned a variety of fish for display within the attraction. ### Promotion Atlantis was among Disney's first major attempts to utilize internet marketing. The film was promoted through Kellogg's, which created a website with mini-games and a movie-based video game give-away for UPC labels from specially marked packages of Atlantis breakfast cereal. The film was one of Disney's first marketing attempts through mobile network operators, and allowed users to download games based on the film. McDonald's (which had an exclusive licensing agreement on all Disney releases) promoted the film with Happy Meal toys, food packaging and in-store decor. The McDonald's advertising campaign involved television, radio, and print advertisements beginning on the film's release date. Frito-Lay offered free admission tickets for the film on specially marked snack packages. ### Home media Atlantis: The Lost Empire was released on VHS and DVD on January 29, 2002. During the first month of its home release, the film led in VHS sales and was third in VHS and DVD sales combined. Sales and rentals of the VHS and DVD combined would eventually accumulate \$157 million in revenue by mid-2003. Both a single-disc DVD edition and a two-disc collector's edition (with bonus features) were released. The single-disc DVD gave the viewer the option of viewing the film either in its original theatrical 2.39:1 aspect ratio or a modified 1.33:1 ratio (utilizing pan and scan). Bonus features available on the DVD version included audio and visual commentary from the film team, a virtual tour of the CGI models, an Atlantean-language tutorial, an encyclopedia on the myth of Atlantis, and the deleted Viking prologue scene. The two-disc collector's edition DVD contained all the single-disc features and a disc with supplemental material detailing all aspects of the film's production. The collector's-edition film could only be viewed in its original theatrical ratio, and also featured an optional DTS 5.1 track. Both DVD versions, however, contained a Dolby Digital 5.1 track and were THX certified. Disney digitally remastered and released Atlantis on Blu-ray on June 11, 2013, bundled with its sequel Atlantis: Milo's Return. ## Reception ### Box office Before the film's release, reporters speculated that it would have a difficult run due to competition from Shrek and Lara Croft: Tomb Raider. Regarding the market's shift from traditional animation and competition with CGI films, Kirk Wise said, "Any traditional animator, including myself, can't help but feel a twinge. I think it always comes down to story and character, and one form won't replace the other. Just like photography didn't replace painting. But maybe I'm blind to it." Jeff Jensen of Entertainment Weekly noted that CGI films (such as Shrek) were more likely to attract the teenage demographic typically not interested in animation, and called Atlantis a "marketing and creative gamble". With a budget of \$100 million, the film opened at \#2 on its debut weekend, behind Lara Croft: Tomb Raider, earning \$20.3 million in 3,011 theaters. During its second weekend, it would drop into fourth place behind the latter film, Dr. Dolittle 2 and The Fast and the Furious, making \$13.2 million. The film's international release began September 20 in Australia and other markets followed suit. During its 25-week theatrical run, Atlantis: The Lost Empire grossed over \$186 million worldwide (\$84 million from the United States and Canada). Responding to its disappointing box-office performance, Thomas Schumacher, then-president of Walt Disney Feature Animation, said, "It seemed like a good idea at the time to not do a sweet fairy tale, but we missed." ### Critical response The review aggregator website Rotten Tomatoes reports that of professional critics have given Atlantis: The Lost Empire a positive review; the average rating is . The site's consensus is: "Atlantis provides a fast-paced spectacle, but stints on such things as character development and a coherent plot". Metacritic assigned the film a weighted average score of 52 out of 100 based on 29 reviews from mainstream critics; this was considered "mixed or average reviews". Audiences polled by CinemaScore gave the film an average grade of "A" on an A+ to F scale. While critics had mixed reactions to the film in general, some praised it for its visuals, action-adventure elements, and attempt to appeal to an older audience. Roger Ebert gave Atlantis three-and-a-half stars out of four. He praised the animation's "clean bright visual look" and the "classic energy of the comic book style", crediting this to the work of Mike Mignola. Ebert gave particular praise to the story and the final battle scene and wrote, "The story of Atlantis is rousing in an old pulp science fiction sort of way, but the climactic scene transcends the rest, and stands by itself as one of the great animated action sequences." In The New York Times, Elvis Mitchell gave high praise to the film, calling it "a monumental treat", and stated, "Atlantis is also one of the most eye-catching Disney cartoons since Uncle Walt institutionalized the four-fingered glove." Internet film critic James Berardinelli wrote a positive review of the film, giving it three out of four stars. He wrote, "On the whole, Atlantis offers 90 minutes of solid entertainment, once again proving that while Disney may be clueless when it comes to producing good live-action movies, they are exactly the opposite when it comes to their animated division." Wesley Morris of the San Francisco Chronicle wrote positively of the film's approach for an older audience: "But just beneath the surface, Atlantis brims with adult possibility." Other critics felt that the film was mediocre in regards to its story and characters, and that it failed to deliver as a non-musical to Disney's traditional audience. Owen Gleiberman of Entertainment Weekly gave the film a C+ rating, writing that the film had "gee-whiz formulaic character" and was "the essence of craft without dream". Kenneth Turan of the Los Angeles Times said the storyline and characterizations were "old-fashioned" and the film had the retrograde look of a Saturday-morning cartoon, but these deficiencies were offset by its "brisk action" and frantic pace. Todd McCarthy of Variety wrote, "Disney pushes into all-talking, no-singing, no-dancing and, in the end, no-fun animated territory." Stephanie Zacharek of Salon wrote of Disney's attempt to make the film for an adult audience, "The big problem with Disney's latest animated feature, Atlantis: The Lost Empire, is that it doesn't seem geared to kids at all: It's so adult that it's massively boring." Rita Kempley of The Washington Post panned the film, calling it a "new-fashioned but old-fangled hash" and wrote, "Ironically Disney had hoped to update its image with this mildly diverting adventure, yet the picture hasn't really broken away from the tried-and-true format spoofed in the far superior Shrek." In 2015, Katharine Trendacosta at io9 reviewed the film and called it a "Beautiful Gem of a Movie That Deserved Better Than It Got" and said that the film deserves more love than it ended up getting. Lindsay Teal considers "Atlantis" to be "a lost Disney classic". Describing the film as highly entertaining, she praises the writing and characterisation – in particular, Sweet, Helga and Kida. In particular, much praise has been given to the character of Kida. Summer has regarded the character of Kida as one of her favourite roles and even considers the character among the official Disney Princess line-up. ### Themes and interpretations Several critics and scholars have noted that Atlantis plays strongly on themes of anti-capitalism and anti-imperialism. M. Keith Booker, academic and author of studies about the implicit messages conveyed by media, views the character of Rourke as being motivated by "capitalist greed" when he pursues "his own financial gain" in spite of the knowledge that "his theft [of the crystal] will lead to the destruction of [Atlantis]". Religion journalist Mark Pinsky, in his exploration of moral and spiritual themes in popular Disney films, says that "it is impossible to read the movie ... any other way" than as "a devastating, unrelenting attack on capitalism and American imperialism". Max Messier of FilmCritic.com observes, "Disney even manages to lambast the capitalist lifestyle of the adventurers intent on uncovering the lost city. Damn the imperialists!" According to Booker, the film also "delivers a rather segregationist moral" by concluding with the discovery of the Atlanteans kept secret from other surface-dwellers in order to maintain a separation between the two highly divergent cultures. Others saw Atlantis as an interesting look at utopian philosophy of the sort found in classic works of science fiction by H. G. Wells and Jules Verne. ### Nadia: The Secret of Blue Water controversy When the film was released, some viewers noticed that Atlantis: The Lost Empire was similar to the 1990-91 anime Nadia: The Secret of Blue Water, particularly in its character design, setting, and story. The similarities, as noted by viewers in both Japan and America, were strong enough for its production company Gainax to be called to sue for plagiarism. According to Gainax member Yasuhiro Takeda, they only refrained from doing so because the decision belonged to parent companies NHK and Toho. Another Gainax worker, Hiroyuki Yamaga, was quoted in an interview in 2000 as saying: "We actually tried to get NHK to pick a fight with Disney, but even the National Television Network of Japan didn't dare to mess with Disney and their lawyers. [...] We actually did say that but we wouldn't actually take them to court. We would be so terrified about what they would do to them in return that we wouldn't dare." Although Disney never responded formally to those claims, co-director Kirk Wise posted on a Disney animation newsgroup in May 2001, "Never heard of Nadia till it was mentioned in this [newsgroup]. Long after we'd finished production, I might add." He claimed both Atlantis and Nadia were inspired, in part, by the 1870 Jules Verne novel Twenty Thousand Leagues Under the Sea. However, speaking about the clarification, Lee Zion from Anime News Network wrote, "There are too many similarities not connected with 20,000 Leagues for the whole thing to be coincidence." As such, the whole affair ultimately entered popular culture as a convincing case of plagiarism. In 2018, Reuben Baron from Comic Book Resources added to Zion's comment stating, "Verne didn't specifically imagine magic crystal-based technology, something featured in both the Disney movie and the too similar anime. The Verne inspiration also doesn't explain the designs being suspiciously similar to Nadia'''s." Critics also saw parallels with the 1986 film Laputa: Castle in the Sky from Hayao Miyazaki and Studio Ghibli (which also featured magic crystals, and Atlantis directors Trousdale and Wise both acknowledged Miyazaki's works as a major influence on their own work) and with the 1994 film Stargate as Milo's characteristics were said to resemble those of Daniel Jackson, the protagonist of Stargate and its spinoff television series Stargate SG-1 — which coincidentally launched its own spinoff, titled Stargate Atlantis; the plot of the 1994 film is also paralleled involving a group visiting an unknown world, a fictional language made for the other world's people, the main protagonist having apparent knowledge of the people's culture, falling in love with one of the female locals and electing to stay behind when the others return home. ### Accolades ## Related works Atlantis: The Lost Empire was meant to inspire an animated television series entitled Team Atlantis, which would have presented the further adventures of its characters. The series would have been akin to an animated steampunk version of The X-Files and feature a crossover with Gargoyles. However, because of the film's underperformance at the box office, the series was not produced. On May 20, 2003, Disney released a direct-to-video sequel titled Atlantis: Milo's Return, consisting of three episodes planned for the aborted series. Disneyland planned to revive its Submarine Voyage ride with an Atlantis: The Lost Empire theme with elements from the movie. These plans were canceled and the attraction was re-opened in 2007 as the Finding Nemo Submarine Voyage, its theme based on the 2003 Pixar film Finding Nemo, which was far more successful commercially and critically. In addition, after the Submarine Voyage's Magic Kingdom counterpart, 20,000 Leagues Under the Sea: Submarine Voyage, closed down in 1994, four years before Disneyland's, there were proposals of a new attraction that would take its place, with one of them a volcano attraction inspired by that film's Vulcania location, being approved for the Magic Kingdom's Adventureland area. Around 1999, during development of Atlantis: The Lost Empire, it was decided that it would be themed to the movie, with it taking place in 1916, two years after the film's events. The ride would have focused on Preston Whitmore, a character from the film, seeking to make Atlantis existence public and offer expeditions to visitors in newly developed vehicles. However, due to mishaps, the vehicles would be forced to make a detour through the lava-filled caverns of the volcano. The attraction would have used a unique hybrid ride system, in which it would start as a standard coaster before the trains hook up to a suspended track midway through to fly through the caverns. The attraction would have been accessed by a new canyon path in between Pirates of the Caribbean and a re-routed Jungle Cruise that would have led to a Whitmore Enterprises base camp at the edge of the Walt Disney World Railroad path, with the mountain itself being built outside the berm. However, like the previous Submarine Voyage retheme, the ride was cancelled due to the film's disappointment in the box office. ### Soundtrack The soundtrack to Atlantis: The Lost Empire was released on May 22, 2001. It consists primarily of James Newton Howard's score and includes "Where the Dream Takes You", written by Howard and Diane Warren and performed by Mýa. It was also available in a limited edition of 20,000 numbered copies with a unique 3D album cover insert depicting the Leviathan from the film. A rare promotional edition (featuring 73 minutes of material, compared to the 53 minutes on standard commercial editions) was intended only for Academy of Motion Picture Arts and Sciences voters but was bootlegged and distributed with fan-created artwork. ### Video games There are several video games based on the film. Atlantis: The Lost Empire – Search for the Journal and Atlantis: The Lost Empire – Trial by Fire were developed by Zombie Studios and published by Disney Interactive. Both games were released exclusively for Microsoft Windows computers. Disney distributed over 12 million discs with a demo version of Search for the Journal in Kellogg's cereal boxes and other promotional venues.Atlantis: The Lost Empire – The Lost Games was released by Disney Interactive for children ages 5 and up, and was compatible with both Windows and Classic Mac OS computers. Atlantis: The Lost Empire is an action-adventure game developed by Eurocom Entertainment Software and published by Sony Computer Entertainment for the PlayStation console. The player controls Milo, Audrey, Molière, Kida, and Vinny as they traverse Atlantis, unlocking its secrets. Some features in the game unlock others (such as a movie) by finding items hidden throughout the game. THQ released Atlantis: The Lost Empire for the Game Boy Advance and Game Boy Color. On Game Boy Color, it is a platform game developed by Eurocom Entertainment Software in which the player controls Milo, Audrey, Molière, and Vinny on a quest to discover Atlantis. On Game Boy Advance, it is a platform game developed by 3d6 Games that hinges on searching and collecting crystals. ## Legacy On June 15, 2021, Disney posted on Twitter: "20 years ago today, Milo Thatch journeyed to Atlantis. Happy anniversary to this epic 2001 adventure!" A limited commemorative pin was also released by the company for the anniversary. Cast and crew of the movie also celebrated its anniversary by partaking in a 5-hour livestream on YouTube which had been organized by fans of the film through several platforms as an event and was planned the year before in advance. ## See also - Atlantis in popular culture - 20,000 Leagues Under the Sea - Indiana Jones - List of underwater science fiction works - Kimba the White Lion and The Lion King controversy, a similar plagiarism controversy - The Road to El Dorado'', another animated film which has gained a cult following
7,498,320
Caspian expeditions of the Rus'
1,164,252,741
Caspian Sea expeditions carried out by the Rus between the 9th and 11th centuries
[ "10th century in Iran", "10th century in Kievan Rus'", "11th century in Iran", "11th century in Kievan Rus'", "913", "943", "History of Dagestan", "History of Gilan", "History of Mazandaran Province", "History of Talysh", "History of the Caspian Sea", "Medieval Azerbaijan", "Varangians" ]
The Caspian expeditions of the Rus' were military raids undertaken by the Rus' between the late 9th century and c. 1041 on the Caspian Sea shores, of what are nowadays Iran, Dagestan, and Azerbaijan. Initially, the Rus' appeared in Serkland in the 9th century traveling as merchants along the Volga trade route, selling furs, honey, and slaves. The first small-scale Viking raids took place in the late 9th and early 10th century. The Rus' undertook the first large-scale expedition in 913; having arrived on 500 ships, they pillaged in the Gorgan region, in the territory of present-day Iran, and more to the west, in Gilan and Mazandaran, taking slaves and goods. On their return, the northern raiders were attacked and defeated by the Khazars in the Volga Delta, and those who escaped were killed by the local tribes on the middle Volga. During their next expedition in 943, the Rus' captured Bardha'a, the capital of Arran, in the modern-day Republic of Azerbaijan. The Rus' stayed there for several months, killing many inhabitants of the city and amassing substantial plunder. It was only an outbreak of dysentery among the Rus' that forced them to depart with their spoils. Sviatoslav, prince of Kiev, commanded the next attack, which destroyed the Khazar state in 965. Sviatoslav's campaign established the Rus's hold on the north-south trade routes, helping to alter the demographics of the region. Raids continued through the time period with the last Scandinavian attempt to reestablish the route to the Caspian Sea taking place in c. 1041 by Ingvar the Far-Travelled. ## Background and early raids The Rus' first penetrated to the Muslim areas adjacent to the Caspian Sea as traders rather than warriors. By the early 9th century, the Norsemen settled in northwestern Rus', where they established a settlement called Aldeigja (Slavic: Ladoga) about 6 miles (9.7 km) south of the Volkhov River entry into Lake Ladoga. From there, they began trading with the Byzantine Empire along the Dnieper trade route and with the Muslim lands around the Caspian Sea along the Volga trade route. In the late 9th century, ibn Khordadbeh described the Rus' buying goods from the Khazars in the market areas on the lower Volga and selling them on the markets of Caspian towns; these merchants brought furs, honey, and slaves. Small groups of the Rus' even went on camels as far as Baghdad to sell their goods; their European slaves interpreted for them. Thomas S. Noonan suggested that the Rus' reached Baghdad as early as 800; this argument is supported by the finding of Sassanid, Arab, and Arabo-Sassanid dirham coins dated no later than 804–805 at Peterhof, near Saint-Petersburg. In ibn Khordadbeh's account, the Rus' are described as "a kind of the Saqaliba", a term usually used to refer to Slavs, and anti-Normanist scholars have interpreted this passage as indicative of the Rus' being Slavs rather than Scandinavians. In the interpretation of the Normanist scholars, the word Saqaliba was also frequently applied to all fair-haired, ruddy-complexioned populations of Central, Eastern, and Northeastern Europe, so ibn Khordadbeh's language is ambiguous here. The first Caspian raid of the Rus' occurred sometime in the reign of Hasan ibn Zaid, ruler of Tabaristan between 864 and 884. The Rus' sailed into the Caspian Sea and unsuccessfully attacked its eastern shore at Abaskun. This raid was probably on a very small scale. The second raid took place in 909 or 910 and was likewise aimed at Abaskun; just like the previous attack, this expedition was a minor one with only sixteen ships participating in it. The third minor raid took place in 911 or 912. ## Raid of 913 The Rus' launched the first large-scale raid in 913. A fleet of 500 ships reached the southern shores of the Caspian Sea through the country of the Khazars. In order to secure a peaceful passage through the land of the Khazars, the Rus' promised the Khazars half of their spoils. They sailed down the Dnieper River into the Black Sea, then into the Sea of Azov, then up the Don River past the Khazar city of Sarkel, and then by a portage reached the Volga, which led them into the Caspian Sea. The Rus' attacked in the Gorgan region around Abaskun, as well as Tabaristan, pillaging the countrysides as they went. An attempt to repel them as they lay in anchor near islands in the southwestern part of the Caspian Sea proved unsuccessful; and they were then able to roam and raid at will. Across the sea they raided at Baku, penetrating inland a distance of three days' journey, and plundering the regions of Arran, Tabaristan, Beylagan, and Shirvan. Everywhere they looted as much as they could, taking women and children as slaves. The news of their outrages preceded them as they headed homeward and, in the Volga Delta, the Rus' were attacked by Khazars, as well as by some Christians, apparently with the acquiescence of the Khazar ruler. According to al-Masudi, those who escaped were finished off by the Burtas and Volga Bulgars. ## Raid of 943 The second large-scale campaign is dated to 943, when Igor was the supreme leader of the Rus', according to the Primary Chronicle. During the 943 expedition, the Rus' rowed up the Kura River, deep into the Caucasus, defeated the forces of Marzuban bin Muhammad, and captured Bardha'a, the capital of Arran. The Rus' allowed the local people to retain their religion in exchange for recognition of their overlordship; it is possible that the Rus' intended to settle permanently there. According to ibn Miskawaih, the local people broke the peace by stone-throwing and other abuse directed against the Rus', who then demanded that the inhabitants evacuate the city. This ultimatum was rejected, and the Rus' began killing people and holding many for ransom. The slaughter was briefly interrupted for negotiations, which soon broke down. The Rus' stayed in Bardha'a for several months, using it as a base for plundering the adjacent areas, and amassed substantial spoils. The city was saved only by an outbreak of dysentery among the Rus'. Ibn Miskawaih writes that the Rus' "indulged excessively in the fruit of which there are numerous sorts there. This produced an epidemic among them . . . and their numbers began thereby to be reduced." Encouraged by the epidemic among the Rus', the Muslims approached the city. The Rus', their chief riding on a donkey, made an unsuccessful sally after which they lost 700 warriors, but evaded encirclement and retreated to the Bardha'a fortress, where they were besieged by the Muslims. Exhausted by the disease and the siege, the Rus' "left by night the fortress in which they had established their quarters, carrying on their backs all they could of their treasure, gems, and fine raiment, boys and girls as they wanted, and made for the Kura River, where the ships in which they had issued from their home were in readiness with their crews, and 300 Russes whom they had been supporting with portions of their booty." The Muslims then exhumed from the Rus' graves the weapons that had been buried beside the warriors. George Vernadsky proposed that Oleg of Novgorod was the donkey-riding chief of the Rus' who attacked Bardha'a. Vernadsky identified Oleg with Helgu, a figure mentioned in the Schechter Letter. According to that document, Helgu went to Persia by boat and died there after a failed attack on Constantinople in 941. On the other hand, Lev Gumilev, drawing on the name of the Rus' leader (as recorded in Arabian sources), hypothesizes that this leader was Sveneld, a Varangian chieftain whose wealth was noted in the Primary Chronicle under 945. ## Destruction of Khazaria The sources are not clear about the roots of the conflict between Khazaria and Rus', so several possibilities have been suggested. The Rus' had an interest in removing the Khazar hold on the Volga trade route because the Khazars collected duties from the goods transported by the Volga. Byzantine incitement also apparently played a role. Khazars were the allies of the Byzantines until the reign of Romanus I Lecapenus, who persecuted the Jews of his empire. The conflict may also have been spurred by the Khazars' decision to close passage down the Volga in response to the raid of 943. In the Khazar Correspondence, written around 950–960, the Khazar ruler Joseph reported his role as defender of the Muslim polities of the Caspian region against Rus' incursions: "I have to wage war with them [Rus], for if I would give them any chance at all they would lay waste the whole land of the Muslims as far as Baghdad." Earlier conflict between Muslim elements of the Khazar army and Rus' marauders in c. 912 may have contributed to this arrangement and the hostility of the Rus' against Khazaria. In 965, Sviatoslav I of Kiev finally went to war against Khazaria. He employed Oghuz and Pecheneg mercenaries in this campaign, perhaps to counter the Khazars' superior cavalry. Sviatoslav destroyed the Khazar city of Sarkel around 965, and possibly sacked (but did not occupy) the Khazar city of Kerch on the Crimea. He subsequently (probably in 968 or 969) destroyed the Khazar capital of Atil. A visitor to Atil wrote soon after Sviatoslav's campaign: "The Rus' attacked, and no grape or raisin remained, not a leaf on a branch." Ibn Hawqal is the only author who reports the sack of Semender, after which the Rus' departed for "Rûm and al-Andaluz". Sviatoslav's campaign brought the prosperity and independence of Khazaria to an abrupt end. The destruction of Khazar imperial power paved the way for Kievan Rus' to dominate north-south trade routes through the steppe and across the Black Sea, routes that formerly had been a major source of revenue for the Khazars. Moreover, Sviatoslav's campaigns led to increased Slavic settlement in the region of the Saltovo-Mayaki culture, greatly changing the demographics and culture of the transitional area between the forest and the steppe. ## Later expeditions In 987, Maymun, emir of Derbent, asked the Rus' to help him against local chiefs. The Rus', many of whom appear to have been professional soldiers, arrived on 18 ships. Uncertain of their reception, they sent only one ship to reconnoitre the situation. When its crew were massacred by the local population, the Rus' went on to loot the city of Maskat. In 989, this same Maymun is reported to have refused the demand of a local preacher to turn over his Rus' mercenaries to him for either conversion to Islam or death. In the ensuing struggle, Maymun was driven from the city and forced to surrender the Rus' soldiers, but he returned in 992. In 1030, the Rus' raided the region of Shirvan; the ruler of Ganja then paid them much money to help suppress a revolt in Beylagan. Afterwards, the Rus' returned home. According to one source, in November 1031 the Rus' returned, but were defeated near Baku and expelled. The year of 1032 saw another Rus' raid into Shirvan; they were joined by the Alans and Sarir. Local Muslims defeated the Rus' in 1033. It is unclear to which Rus' grouping these raiders belonged. Omeljan Pritsak suggests that they operated out of a base near the Terek estuary and had their principal home in Tmutarakan. Pritsak also speculated that the Rus', operating from the Caspian basin, shortly thereafter lent support to the Oghuz in a power struggle in Khwarezm. in 1042 Ingvar the Far-Travelled led an unsuccessful large Viking attack against Persia with a fleet of 200 ships (around 15–20 thousand men). The legendary saga Yngvars saga víðförla describes the last expedition of the Vikings into the Caspian, dated to 1041 and possibly connected with the Georgian-Byzantine Battle of Sasireti in which a Varangian force participated around the same time; in the saga much legend is conflated with the historical facts. This expedition was launched from Sweden by Ingvar the Far-Travelled, who went down the Volga into the land of the Saracens (Serkland in Norse). There are no less than twenty-six Ingvar Runestones, twenty-three of them being in the Lake Mälaren region of Uppland in Sweden, referring to Swedish warriors who went out with Ingvar on his expedition to the Saracen lands, an expedition whose purpose was probably to reopen old trade routes, now that the Bulgars and the Khazars no longer proved obstacles. A stone to Ingvar's brother indicates that he went east for gold but that he died in the Saracen land. Afterwards, no attempts were made by the Norsemen to reopen the route between the Baltic and Caspian seas. Khaqani tells about the invasion of Shirvan in 1173 or 1174. In his odes, Khaqani names the Rus' and Khazars, Rus' and Alans, Rus' and Sarir as the invaders. Peter Golden argued that the Rus' mentioned by Khaqani were Volga pirates who came in 73 ships. Yevgeni Pakhomov and Vladimir Minorsky thought the invasion was initiated by the ruler of Darbent, Bek-Bars b. Muzaffar. According to Minorsky, "the initiative of Bek-Bars was independent of Kiev, and he must have used bands of free-lances (бродники) who were roaming in the south, as a prototype of the future Cossacks". The shirvanshah Ahsitan I turned to the Georgian king, George III for aid and a combined army, which also included the future Byzantine emperor Andronikos Komnenos, defeated the invaders and recaptured the fortress of Shabaran. Georgian sources speak of the Khazars, but do not mention Rus' in connection with this event. ## Timeline ## See also - Byzantine expeditions of the Rus' - Paphlagonian expedition of the Rus' - Ingvar the Far-Travelled
1,195,815
Homo antecessor
1,169,751,171
Archaic human species from 1 million years ago
[ "1994 archaeological discoveries", "Early species of Homo", "Fossil taxa described in 1997", "Lower Paleolithic", "Pleistocene primates", "Prehistoric Spain", "Prehistoric cannibalism" ]
Homo antecessor (Latin "pioneer man") is an extinct species of archaic human recorded in the Spanish Sierra de Atapuerca, a productive archaeological site, from 1.2 to 0.8 million years ago during the Early Pleistocene. Populations of this species may have been present elsewhere in Western Europe, and were among the first to colonise that region of the world, hence the name. The first fossils were found in the Gran Dolina cave in 1994, and the species was formally described in 1997 as the last common ancestor of modern humans and Neanderthals, supplanting the more conventional H. heidelbergensis in this position. H. antecessor has since been reinterpreted as an offshoot from the modern human line, although probably one branching off just before the modern human/Neanderthal split. Despite being so ancient, the face is unexpectedly similar to that of modern humans rather than other archaic humans—namely in its overall flatness as well as the curving of the cheekbone as it merges into the upper jaw—although these elements are known only from a juvenile specimen. Brain volume could have been 1,000 cc (61 cu in) or more, but no intact braincase has been discovered. For comparison, present-day modern humans average 1,270 cm<sup>3</sup> for males and 1,130 cm<sup>3</sup> for females. Stature estimates range from 162.3–186.8 cm (5 ft 4 in – 6 ft 2 in). H. antecessor may have been broad-chested and rather heavy, much like Neanderthals, although the limbs were proportionally long, a trait more frequent in tropical populations. The kneecaps are thin and have poorly developed tendon attachments. The feet indicate H. antecessor walked differently compared to modern humans. H. antecessor was predominantly manufacturing simple pebble and flake stone tools out of quartz and chert, although they used a variety of materials. This industry has some similarities with the more complex Acheulean, an industry which is characteristic of contemporary African and later European sites. Groups may have been dispatching hunting parties, which mainly targeted deer in their savannah and mixed woodland environment. Many of the H. antecessor specimens were cannibalised, perhaps as a cultural practice. There is no evidence they were using fire, and they similarly only inhabited inland Iberia during warm periods, presumably retreating to the coast otherwise. ## Taxonomy ### Research history The Sierra de Atapuerca in northern Spain had long been known to be abundant in fossil remains. The Gran Dolina ("great sinkhole") was first explored for fossils by archaeologist Francisco Jordá Cerdá [es] in a short field trip to the region in 1966, where he recovered a few animal fossils and stone tools. He lacked the resources and manpower to continue any further. In 1976, Spanish palaeontologist Trinidad Torres investigated the Gran Dolina for bear fossils (he recovered Ursus remains), but was advised by the Edelweiss Speleological Team to continue at the nearby Sima de los Huesos ("bone pit"). Here, in addition to a wealth of bear fossils, he also recovered archaic human fossils, which prompted a massive exploration of the Sierra de Atapuerca, at first headed by Spanish palaeontologist Emiliano Aguirre but quickly taken over by José María Bermúdez de Castro, Eudald Carbonell, and Juan Luis Arsuaga. They restarted excavation of the Gran Dolina in 1992, and found archaic human remains two years later, which in 1997 they formally described as a new species, Homo antecessor. The holotype is specimen ATD6-5, a right mandibular fragment retaining the molars and recovered with some isolated teeth. In their original description Castro and colleagues posited that the species was the first human to colonise Europe, hence the name antecessor (Latin for "explorer", "pioneer", or "early settler"). The 25 m (82 ft) of Pleistocene sediments at the Gran Dolina are divided into eleven units, TD1 to TD11 ("trinchera dolina" or "sinkhole trench"). H. antecessor was recovered from TD6, which has consequently become the most well researched unit of the site. In the first field seasons from 1994–1995, the dig team excavated a small test pit (to see if the unit warranted further investigation) in the southeast section measuring 6 m<sup>2</sup> (65 sq ft). Human fossils were discovered first by Aurora Martín Nájera; the 30 cm (12 in) layer they were found in is nicknamed the "Aurora Stratum" after her. A 13 m<sup>2</sup> (140 sq ft) triangular section was excavated in the central section starting in the early 2000s. Human fossils were also found in the northern section. In sum, about 170 H. antecessor specimens were recovered. The best preserved are ATD6-15 and ATD6-69 (possibly belonging to the same individual) that most clearly elucidate facial anatomy. Subsequent field seasons have yielded about sixty more specimens. The discovered parts of the H. antecessor skeleton are: elements of the face, clavicle, forearm, digits, knees, and a few vertebrae and ribs. In 2007 a mandibular fragment with some teeth, ATE9-1, provisionally assigned to H. antecessor by Carbonell, was recovered from the nearby Sima del Elefante ("elephant pit") in unit TE9 ("trinchera elefante"), belonging to a 20–25-year-old individual. The site additionally yielded stone flakes and evidence of butchery. In 2011, after providing a much more in depth analysis of the Sima del Elefante material, Castro and colleagues were unsure of the species classification, opting to leave it at Homo sp. (making no opinion on species designation) pending further discoveries. The stone tool assemblage at the Gran Dolina is broadly similar to several other contemporary ones across Western Europe, which may represent the work of the same species, although this is unconfirmable because many of these sites have not produced human fossils. In 2014 fifty footprints dating to between 1.2 million and 800,000 years ago were discovered in Happisburgh, England, which could potentially be attributed to an H. antecessor group given it is the only human species identified during that time in Western Europe. ### Age and taphonomy The 2003 to 2007 excavations revealed a much more intricate stratigraphy than previously thought, and TD6 was divided into three subunits spanning thirteen layers and nine sedimentary facies (bodies of rock distinctive from adjacent bodies). Human presence is recorded in subunits 1 and 2, and in facies A, D1, and F. Randomly orientated scattered bones were deposited in Facies D1 of layer TD6.2.2 (TD6 subunit 2, layer 2) and Facies F of layers TD6.2.2 and TD6.2.3, but in Facies D they seem to have been conspicuously clumped into the northwest area. This might indicate they were dragged into the cave via a debris flow. As for Facies F, which contains the most human remains, they may have been deposited by a low energy debris flow (consistent with floodplain behaviour) from the main entrance to the northwest, as well as a stronger debris flow from another entrance to the south. Fluvially deposited fossils (dragged in by a stream of water) were also recovered from Facies A in layers TD6.2.2, TD6.2.1 and TD6.1.2, indicated by limestone gravel within the size range of the remains. Thus, H. antecessor may not have inhabited the cave, although was at least active nearby. Only 5.6% of the fossils bear any evidence of weathering from open air, roots, and soil, which could mean they were deposited deep into the cave relatively soon after death. Human occupation seems to have occurred in waves corresponding to timespans featuring a warm, humid savannah habitat (although riversides likely supported woodlands). These conditions were only present during transitions from cool glacial to warm interglacial periods, after the climate warmed and before the forests could expand to dominate the landscape. The dating attempts of H. antecessor remains are: - In 1999 two ungulate teeth from TD6 were dated using uranium–thorium dating to 794 to 668 thousand years ago, and further constrained palaeomagnetically to before 780,000 years ago. - In 2008 TE9 of the Sima del Elefante was constrained to 1.2–1.1 million years ago using palaeomagnetism and cosmogenic dating. - In 2013 TD6 was dated to about 930 to 780 thousand years ago using palaeomagnetism, in addition to uranium–thorium and electron spin resonance dating (ESR) on more teeth. - In 2018 ESR dating of the H. antecessor specimen ATD6-92 resulted in an age of 949 to 624 thousand years ago, further constrained palaeomagnetically to before 772,000 years ago. - In 2022 ESR and single grain thermally transferred optically stimulated luminescence (SG TT-OSL) dated the opening of the Gran Dolina to roughly 900,000 years ago, and the sediments from TD4 to TD6 to between 890,000 to 770,000 years ago. These three units were probably deposited within a period of less than 100,000 years. Until 2013 with the discovery of the 1.4 million-year-old infant tooth from Barranco León, Orce, Spain, these were the oldest human fossils known from Europe, although human activity on the continent stretches back as early as 1.6 million years ago in Eastern Europe and Spain indicated by stone tools. ### Classification The face of H. antecessor is unexpectedly similar to that of modern humans compared to other archaic groups, so in their original description, Castro and colleagues classified it as the last common ancestor of modern humans and Neanderthals, supplanting H. heidelbergensis in this capacity. The facial anatomy came under close scrutiny in subsequent years. In 2001 French palaeoanthropologist Jean-Jacques Hublin postulated that the Gran Dolina remains and the contemporaneous Tighennif remains from Algeria (usually classified as Homo ergaster [=? Homo erectus], originally "Atlantanthropus mauritanicus") represent the same population, because fourteen of the fifteen dental features Castro and colleagues listed for H. antecessor have also been identified in the Middle Pleistocene of North Africa; this would mean H. antecessor is a junior synonym of "Homo mauritanicus", i. e., the Gran Dolina and Tighennif humans should be classified into the latter. In 2007 Castro and colleagues studied the fossils, and found the Tighennif remains to be much larger than H. antecessor and dentally similar to other African populations. Nonetheless, they still recommended reviving mauritanicus to house all Early Pleistocene North African specimens as "H. ergaster mauritanicus". In 2007 primatologist Esteban Sarmiento and colleagues questioned the legitimacy of H. antecessor as a separate species because much of the skull anatomy is unknown; H. heidelbergensis is known from roughly the same time and region; and because the type specimen was a child (the supposedly characteristic features could have disappeared with maturity.) Such restructuring of the face, they argued, can also be caused by regional climatic adaptation rather than speciation. In 2009 American palaeoanthropologist Richard Klein stated he was skeptical that H. antecessor was ancestral to H. heidelbergensis, interpreting H. antecessor as "an offshoot of H. ergaster [from Africa] that disappeared after a failed attempt to colonize southern Europe". Similarly, in 2012, British physical anthropologist Chris Stringer considered H. antecessor and H. heidelbergensis to be two different lineages rather than them having an ancestor/descendant relationship. In 2013, anthropologist Sarah Freidline and colleagues suggested the modern humanlike face evolved independently several times among Homo. In 2017 Castro and colleagues conceded that H. antecessor may or may not be a modern human ancestor, although if it was not then it probably split quite shortly before the modern human/Neanderthal split. In 2020 Dutch molecular palaeoanthropologist Frido Welker and colleagues concluded H. antecessor is not a modern human ancestor by analysing ancient proteins collected from the tooth ATD6-92. ## Anatomy ### Skull The facial anatomy of H. antecessor is predominantly known from the 10–11.5-year-old H. antecessor child ATD6-69, as the few other facial specimens are fragmentary. ATD6-69 is strikingly similar to modern humans (as well as East Asian Middle Pleistocene archaic humans) as opposed to West Eurasian or African Middle Pleistocene archaic humans including Neanderthals. The most notable traits are a completely flat face and a curved zygomaticoalveolar crest (the bar of bone connecting the cheek to the part of the maxilla that holds the teeth). In 2013 anthropologist Sarah Freidline and colleagues statistically determined that these features would not disappear with maturity. H. antecessor suggests the modern human face evolved and disappeared multiple times in the past, which is not unlikely as facial anatomy is strongly influenced by diet and thus the environment. The nasal bones are like those of modern humans. The mandible (lower jaw) is quite gracile unlike most other archaic humans. It exhibits several archaic features, but the shape of the mandibular notch is modern humanlike, and the alveolar part (adjacent to the teeth) is completely vertical as in modern humans. Like many Neanderthals, the medial pterygoid tubercle is large. Unlike most Neanderthals, there is no retromolar space (a large gap between the last molar and the end of the body of the mandible). The upper incisors are shovel-shaped (the lingual, or tongue, side is distinctly concave), a feature characteristic of other Eurasian human populations, including modern. The canines bear the cingulum (a protuberance toward the base) and the essential ridge (toward the midline) like more derived species, but retain the cuspules (small bumps) near the tip and bordering incisor like more archaic species. The upper premolar crowns are rather derived, being nearly symmetrical and bearing a lingual cusp (on the tongue side), and a cingulum and longitudinal grooves on the cheekward side. The upper molars feature several traits typically seen in Neanderthals. The mandibular teeth, on the other hand, are quite archaic. The P<sub>3</sub> (the first lower premolar) has a strongly asymmetrical crown and complex tooth root system. P<sub>3</sub> is smaller than P<sub>4</sub> like in more derived species, but like other early Homo, M<sub>1</sub> (the first lower molar) is smaller than M<sub>2</sub> and the cusps of the molar crowns make a Y shape. The distribution of enamel is Neanderthal-like, with thicker layers at the periphery than at the cusps. Based on two canine teeth (ATD6- 69 and ATD6-13), the thickness of the enamel and the proportion of the tooth covered by the gums vary to the same degree as for males and females of modern humans and many other apes, so this may be due to sexual dimorphism, with females having smaller teeth, relatively thicker enamel, and smaller proportion of gum coverage. The parietal bones (each being one side of the back part of the top of the skull) are flattened, and conjoin at a peak at the midline. This "tent-like" profile is also exhibited in more archaic African H. ergaster and Asian H. erectus. Like H. ergaster, the temporal styloid process just below the ear is fused to the base of the skull. The brow ridges are prominent. The upper margin of the squamous part of temporal bones (on the side of the skull) is convex, like in more derived species. The brain volume of ATD6-15, perhaps belonging to an 11-year-old, may have been 1,000 cc (61 cu in) or more based on frontal bone measurements. For comparison, present-day modern humans average 1,270 cm<sup>3</sup> for males and 1,130 cm<sup>3</sup> for females, with a standard deviation of roughly 115 and 100 cm<sup>3</sup>. ### Torso The notably large adult clavicle specimen ATD6-50, assumed male based on absolute size, was estimated to have stood 162.3–186.8 cm (5 ft 4 in – 6 ft 2 in), mean of 174.5 cm (5 ft 9 in), based on the correlation among modern Indian people between clavicle length and stature. An adult radius (a forearm bone), ATD6-43, which could be male based on absolute size or female based on gracility, was estimated to have belonged to a 172.5 cm (5 ft 8 in) tall individual based on the average of equations among several modern populations relating radial length to stature. Based on metatarsal (foot bone) length, a male is estimated to have stood 173 cm (5 ft 8 in) and a female 168.9 cm (5 ft 6 in). These are all rather similar values. For comparison, Western European Neanderthal estimates average 165.3 cm (5 ft 5 in), and early European modern humans 178.4 cm (5 ft 10 in). The ankle joint is adapted for handling high stress, which may indicate a heavy, robust body plan, much like Neanderthals. Based on the relationship between human footprint length and body size, twelve Happisburgh prints that are preserved well enough to measure are consistent with individuals ranging from 93 to 173 cm (3 ft 1 in to 5 ft 8 in) in stature, which may mean some of the trackmakers were children. By this logic, the three biggest footprints—equating to statures of 160 cm (5 ft 3 in), 163 cm (5 ft 4 in), and 173 cm (5 ft 8 in)—ranged from 48 to 53 kg (106 to 117 lb) in weight. Stature estimates for H. antecessor, H. heidelbergensis, and Neanderthals are roughly consistent with each other. Two atlases (the first neck vertebra) are known, which is exceptional as this bone is rarely discovered for archaic humans. They are indistinguishable from those of modern humans. For the axis (the second neck vertebra), the angle of the spinous process (jutting out from the vertebra) is about 19°, comparable with Neanderthals and modern humans, diverging from H. ergaster with a low angle of about 8°. The vertebral foramen (that houses the spinal cord) is on the narrow side compared to modern humans. The spine as a whole otherwise aligns with modern humans. There is one known (and incomplete) clavicle, ATD6-50, which is thick compared to those of modern humans. This may indicate H. antecessor had long and flattish (platycleidic) clavicles like other archaic humans. This would point to a broad chest. The proximal curvature (twisting of the bone on the side nearest the neck) in front view is on par with that of Neanderthals, but the distal curvature (on the shoulder side) is much more pronounced. The sternum is narrow. The acromion (that extends over the shoulder joint) is small compared to those of modern humans. The shoulder blade is similar to all Homo with a typical human body plan, indicating H. antecessor was not as skilled a climber as non-human apes or pre-erectus species, but was capable of efficiently launching projectiles such as stones or spears. ### Limbs The incomplete radius, ATD6-43, was estimated to have measured 257 mm (10.1 in). It is oddly long and straight for someone from so far north, reminiscent of the proportions seen in early modern humans and many people from tropical populations. This could be explained as retention of the ancestral long limbed tropical form, as opposed to Neanderthals who evolved shorter limbs. This could also indicate a high brachial index (radial to humeral length ratio). Compared to more recent human species, the cross section of the radial shaft is rather round and gracile throughout its length. Like archaic humans, the radial neck (near the elbow) is long, giving more leverage to the biceps brachii. Like modern humans and H. heidelbergensis, but unlike Neanderthals and more archaic hominins, the radial tuberosity (a bony knob jutting out just below the radial neck) is anteriorly placed (toward the front side when the arm is facing out). Like those of other archaic humans, the femur features a developed trochanteric fossa and posterior crest. These traits are highly variable among modern human populations. The two known kneecaps, ATD6-22 and ATD6-56, are subrectangular in shape as opposed to the more common subtriangular, although rather narrow like those of modern humans. They are quite small and thin, falling at the lower end for modern human females. The apex of the kneecap (the area that does not join to another bone) is not well developed, leaving little attachment for the patellar tendon. The medial (toward the midline) facet and lateral (toward the sides) facet for the knee joint are roughly the same size as each other in ATD6-56 and the medial is larger in ATD6-22, whereas the lateral is commonly larger in modern humans. The lateral facet encroaches onto a straight flat area as opposed to being limited to a defined vastus notch, an infrequent condition among any human species. The phalanges and metatarsals of the foot are comparable to those of later humans, but the big toe bone is rather robust, which could be related to how H. antecessor pushed off the ground. The ankle bone (talus) is exceptionally long and high as well as the facet where it connects with the leg (the trochlea), which may be related to how H. antecessor walked. The long trochlea caused a short neck of the talus, which bridges the head of the talus connecting to the toes, and the body of the talus connecting to the leg. This somewhat converges with the condition exhibited in Neanderthals, which is generally explained as a response to a heavy and robust body, to alleviate the consequently higher stress to the articular cartilage in the ankle joint. This would also have permitted greater flexion. ### Growth rate In 2010 Castro and colleagues estimated that ATD6-112, represented by a permanent upper and lower first molar, died between 5.3 and 6.6 years of age based on the tooth formation rates in chimpanzees (lower estimate) and modern humans (upper). The molars are hardly worn at all, which means the individual died soon after the tooth erupted, and that first molar eruption occurred at roughly this age. The age is within the range of variation of modern humans, and this developmental landmark can debatably be correlated with life history. If the relation is true, H. antecessor had a prolonged childhood, a characteristic of modern humans in which significant cognitive development takes place. ### Pathology The partial face ATD6-69 has an ectopic M<sup>3</sup> (upper left third molar), where it erupted improperly, and this caused the impaction of M<sup>2</sup>, where it was blocked from erupting at all. Although impaction of M<sup>3</sup> is rather common in modern humans, as high as fifty percent in some populations, impaction of M<sup>2</sup> is rare, as little as 0.08 to 2.3%. Impaction can lead to secondary lesions, such as dental cavities, root resorption, keratocysts and dentigerous cysts. The mandible ATE9-1 exhibits severe dental attrition and abrasion of the tooth crowns and bone resorption at the root, so much so that the root canals (the sensitive interior) of the canines are exposed. The trauma is consistent with gum disease due to overloading the teeth, such as by using the mouth as a third hand to carry around items. A similar condition was also reported for the later Sima de los Huesos remains also at the Sierra de Atapuerca site. The left knee bone ATD6-56 has a 4.7 mm × 15 mm (0.19 in × 0.59 in) height x breadth osteophyte (bone spur) on the inferior (lower) margin. Osteophytes normally form as a response to stress due to osteoarthritis, which can result from old age or improper loading of the joint as a consequence of bone misalignment or ligament laxity. In the case of ATD6-56, improper loading was likely the causal factor. Frequent squatting and kneeling can lead to this condition, but if the right knee bone ATD6-22 (that has no such trauma) belongs to the same individual, then this is unlikely to be the reason. If so, the lesion was caused by a local trauma, such as strain on the soft tissue around the joint due to high intensity activity, or a fracture of the left femur and/or tibia (that is unconfirmable since neither bone is associated with this individual). The right fourth metatarsal ATD6-124 has a 25.8 mm × 8 mm (1.02 in × 0.31 in) length x width lesion on the medial (toward the midline of the bone) side consistent with a march fracture. This condition is most often encountered by soldiers, long distance runners, and potentially flatfooted people whose foot bones failed under repeated, high intensity activity. Later Neanderthals would evolve a much more robust lower skeleton possibly to withstand such taxing movement across uneven terrain. Although only one other example of the condition has been identified (at Sima de los Huesos) among archaic humans, march fractures were probably a common injury for them given that the healed fracture leaves no visible mark, as well as their presumed high intensity lifestyle. ## Culture ### Technology H. antecessor was producing simple stone tools at Gran Dolina. This industry is found elsewhere in Early Pleistocene Spain—notably in Barranc de la Boella and the nearby Galería—distinguished by the preparation and sharpening of cores before flaking, the presence of (crude) bifaces, and some degree of standardisation of tool types. This bears some resemblance to the much more complex Acheulean industry, characteristic of African and later European sites. The earliest evidence of typical Acheulean toolsets comes from Africa 1.75 million years ago, but the typical Acheulean toolset pops up in Western Europe nearly a million years later. It is debated if these early European sites evolved into the European Acheulean industry independently from African counterparts, or if the Acheulean was brought up from Africa and diffused across Europe. In 2020 French anthropologist Marie-Hélène Moncel argued the appearance of typical Achuelean bifaces 700,000 years ago in Europe was too sudden to be the result of completely independent evolution from local technologies, so there must have been influence from Africa. Wearing on the TD6 stone tools is consistent with repeated abrasion against flesh, so they were probably used as butchering implements. #### TD6.3 In the lower part of TD6.3 (TD6 subunit 3), 84 stone tools were recovered, predominantly small, unmodified quartzite pebbles with percussive damage—probably inflicted from pounding items such as bone—as opposed to manufacturing more specialised implements. Although 41% of the section's assemblage consists of flakes, they are rather crude and large—averaging 38 mm × 30 mm × 11 mm (1.50 in × 1.18 in × 0.43 in)—either resulting from rudimentary knapping (stoneworking) skills or difficulty working such poor quality materials. They made use of the unipolar longitudinal method, flaking off only one side of a core, probably to compensate for the lack of preplanning, opting to knap irregularly shaped and thus poorer quality pebbles. #### TD6.2 Most of the stone tools resided in the lower (older) half of TD6.2, with 831 stone tools. The knappers made use of a much more diverse array of materials (although most commonly chert), which indicates they were moving farther out in search of better raw materials. The Sierra de Atapuerca features an abundance and diversity of mineral outcroppings suitable for stone tool manufacturing, in addition to chert and quartz namely quartzite, sandstone, and limestone, which could all be collected within only 3 km (1.9 mi) of the Gran Dolina. They produced far fewer pebbles and spent more time knapping off flakes, but they were not particularly economic with their materials, and about half of the cores could have produced more flakes. They additionally modified irregular blanks into more workable shapes before flaking off pieces. This preplanning allowed them to use other techniques: the centripetal method (flaking off only the edges of the core) and the bipolar method (laying the core on an anvil and slamming it with a hammerstone). There are 62 flakes measuring below 20 mm (0.79 in) in height, and 28 above 60 mm (2.4 in). There are three conspicuously higher quality flakes, thinner and longer than the others, which may have been produced by the same person. There are also retouched tools: notches, spines, denticulates, points, scrapers, and a single chopper. These small retouched tools are rare in the European Early Pleistocene. #### TD6.1 TD6.1 yielded 124 stone tools, but they are badly preserved as the area was also used by hyenas as a latrine, the urine corroding the area. The layer lacks pebbles and cores, and 44 of the stone tools are indeterminate. Flakes are much smaller with an average of 28 mm × 27 mm × 11 mm (1.10 in × 1.06 in × 0.43 in), with ten measuring below 20 mm (0.79 in), and only three exceeding 60 mm (2.4 in). They seem to have been using the same methods as the people who manufactured the TD6.2 tools. They were only retouching larger flakes, the fourteen such tools averaging 35 mm × 26 mm × 14 mm (1.38 in × 1.02 in × 0.55 in): one marginally retouched flake, one notch, three spines, seven denticulate sidescrapers, and one denticulate point. ### Fire and palaeoclimate Only a few charcoal particles have been collected from TD6, which probably originated from a fire well outside the cave. There is no evidence of any fire use or burnt bones (cooking) in the occupation sequences of the Gran Dolina. In other parts of the world, reliable evidence of fire usage does not surface in the archaeological record until roughly 400,000 years ago. In 2016, small mammal bones burned in fires exceeding 600 °C (1,112 °F) were identified from 780- to 980-thousand-year-old deposits at Cueva Negra [es] in southern Spain, which potentially could have come from a human source as such a high temperature is usually (though not always) recorded in campfires as opposed to natural bushfires. Instead of using fire, these early Europeans probably physiologically withstood the cold, such as by eating a high protein diet to support a heightened metabolism. Despite glacial cycles, the climate was probably similar or a few degrees warmer compared to that of today's, with the coldest average temperature reaching 2 °C (36 °F) sometime in December and January, and the hottest in July and August 18 °C (64 °F). Freezing temperatures could have been reached from November to March, but the presence of olive and oak suggests subfreezing was an infrequent occurrence. TE9 similarly indicates a generally warm climate. The Happisburgh footprints were lain in estuarine mudflats with open forests dominated by pine, spruce, birch, and in wetter areas alder, with patches of heath and grasslands; the vegetation is consistent with the cooler beginning or end of an interglacial. H. antecessor probably migrated from the Mediterranean shore into inland Iberia when colder glacial periods were transitioning to warmer interglacials, and warm grasslands dominated, vacating the region at any other time. They may have followed water bodies while migrating, in the case of Sierra de Atapuerca, most likely the Ebro River. ### Food The fossils of sixteen animal species were recovered randomly mixed with the H. antecessor material at the Gran Dolina, including the extinct bush-antlered deer, the extinct species of fallow deer Dama vallonetensi, the extinct subspecies of red deer Cervus elaphus acoronatus, the extinct bison Bison voigstedtensi, the extinct rhino Stephanorhinus etruscus, the extinct horse Equus stenonis, the extinct fox Vulpes praeglacialis, the extinct bear Ursus dolinensis, the extinct wolf Canis mosbachensis, the spotted hyena, the wild boar, and undetermined species of mammoth, monkey, and lynx. Some specimens of the former eight species and the monkey exhibit cut marks consistent with butchery, with about 13% of all Gran Dolina remains bearing some evidence of human modification. Deer are the most commonly butchered animal, with 106 specimens. The inhabitants seem to have carried carcasses back whole when feasible, and only the limbs and skulls of larger quarries. This indicates the Gran Dolina H. antecessor were dispatching hunting parties who killed and hauled back prey to share with the entire group rather than each individual foraging entirely for themselves, which evinces social cooperation and division of labour. Less than 5% of all the remains retain animal carnivore damage, in two instances toothmarks overlapping cutmarks from an unidentified animal, which could indicate animals were sometimes scavenging H. antecessor leftovers. The Sima del Elefante site records the fallow deer, the bush-antlered deer, rhinos, E. stenonis, C. mosbachensis, U. dolinensis, the extinct big cat Panthera gombaszoegensis, the extinct lynx Lynx issiodorensis, the extinct fox Vulpes alopecoides, several rats, shrews, and rabbits, and undetermined species of macaques, boar, bison, and beaver. The large mammals are most commonly represented by long bones, a few of which are cracked open, presumably to access the bone marrow. Some others bear evidence of percussion and defleshing. They were also butchering Hermann's tortoise, an easily obtainable source of meat considering how slowly tortoises move. The cool and humid montane environment encouraged the growth of olive, mastic, beech, hazelnut, and chestnut trees, which H. antecessor may have used as food sources, although they become more common in TD7 and TD8 as the interglacial progresses and the environment becomes wetter. In the H. antecessor unit TD6, pollen predominantly derives from juniper and oak. Trees probably grew along rivers and streams, while the rest of the hills and ridges were dominated by grasses. The TD6 individuals also seem to have been consuming hackberries, which in historical times have been used for their medicinal properties more than satiating hunger because these berries provide very little flesh. There is no evidence H. antecessor could wield fire and cook, and similarly the wearing on the molars indicates the more frequent consumption of grittier and more mechanically challenging foods than later European species, such as raw rather than cooked meat and underground storage organs. #### Cannibalism Eighty young adult and child H. antecessor specimens from the Gran Dolina exhibit cut marks and fracturing indicative of cannibalism, and H. antecessor is the second-most common species bearing evidence of butchering. Human bodies were efficiently utilised, and may be the reason why most bones are smashed or otherwise badly damaged. There are no complete skulls, elements from the face and back of the skull are usually percussed, and the muscle attachments on the face and the base of the skull were cut off. The intense modification of the face was probably to access the brain. The crown of the head was probably struck, resulting in the impact scars on the teeth at the gum line. Several skull fragments exhibit peeling. The ribs also bear cut marks along the muscle attachments consistent with defleshing, and ATD6-39 has cuts along the length of the rib, which may be related to disembowelment. The nape muscles were sliced off, and the head and neck were probably detached from the body. The vertebrae were often cut, peeled, and percussed. The muscles on all of the clavicles were sawed off to disconnect the shoulder. One radius, ATD6-43, was cut up and peeled. The femur was shattered, probably to extract the bone marrow. The hands and feet variably exhibit percussion, cutting, or peeling, likely a result of dismemberment. In sum, mainly the meatier areas were prepared, and the rest discarded. This suggests they were butchering humans for nutritional purposes, but the face generally exhibits significantly more cutmarks than the faces of animals. When this is seen in prehistoric modern human specimens, it is typically interpreted as evidence of exocannibalism, a form of ritual cannibalism where one eats someone from beyond their social group, such as an enemy from a neighbouring tribe. But, when overviewing the evidence of H. antecessor cannibalism in 1999, Spanish palaeontologist Yolanda Fernandez-Jalvo and colleagues instead ascribed the relative abundance of facial cut marks in the H. antecessor sample to the strongly contrasting structure of the muscle attachments between humans and typical animal prey items (that is, defleshing the human face simply required more cuts, or the butcherers were less familiar with defleshing humans). Nonetheless, the assemblage had a lack of older individuals, composed entirely of young adults and juveniles. In 2010 Carbonell hypothesised that they were practising exocannibalism and hunting down neighbouring tribesmen. In 2019, Spanish palaeoanthropologist Jesús Rodríguez and colleagues argued that — considering the high youth mortality rates in modern hunter-gatherer groups – the demographic is better explained as consuming fellow tribesmen (already dead from natural causes, war, or an accident), possibly simply to avoid wasting food. ## See also - Ceprano Man - Dmanisi hominins - Early European modern humans - Happisburgh footprints - Homo heidelbergensis - Neanderthal - Out of Africa I - Peopling of Europe - Tautavel Man
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Coalhouse Fort
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Artillery fort at Coalhouse Point in Essex, England
[ "1874 establishments in England", "Buildings and structures in Thurrock", "Forts in Essex", "Forts on the River Thames", "Military and war museums in England", "Military installations established in 1874", "Museums in Essex", "Napoleonic war forts in England", "Palmerston Forts" ]
Coalhouse Fort is an artillery fort in the eastern English county of Essex. It was built in the 1860s to guard the lower Thames from seaborne attack. It stands at Coalhouse Point on the north bank of the river, at a location near East Tilbury which was vulnerable to raiders and invaders. It was the last in a series of fortifications dating back to the 15th century and was the direct successor to a smaller mid-19th century fort built on the same site. Constructed during a period of tension with France, its location on marshy ground caused problems from the start and led to a lengthy construction process. The fort was equipped with a variety of large-calibre artillery guns and the most modern defensive facilities of the time, including shell-proof casemates protected by granite facing and cast-iron shields. Its lengthy construction and the rapid pace of artillery development at the time meant that it was practically obsolete for its original purpose within a few years of its completion. The fort's armament was revised several times during its 70 years of military use, as its role evolved in the river's defensive system. It was initially a front-line fortification, supported by Shornemead Fort and Cliffe Fort located to the south and east respectively on the Kent shore. Over time, as batteries and forts further downriver became the front line of the Thames defences, Coalhouse Fort was stripped of its main weapons and it was altered to support smaller quick-firing guns intended to be used against fast-moving surface and aerial targets. Its last military use was as a training facility for a few years after the Second World War. Decommissioned in 1949, the fort was used as a storehouse for a shoe factory before it was purchased by the local council. The surrounding land was developed into a public park, but the fort itself fell into dereliction despite its historical and architectural significance. From 1985 it was leased to a voluntary preservation group, the Coalhouse Fort Project, which had been working to restore the fort and use it for heritage and educational purposes. Funding for its restoration was provided in part by the Heritage Lottery Fund and the Warner Bros. film studio, which used the fort as a location for the opening scenes of the 2005 film Batman Begins. The group closed in 2020. ## Development ### Early defences East Tilbury, which stands at the western end of the section of the Thames known as Lower Hope Reach, was fortified long before the building of Coalhouse Fort due to its vulnerability to seaborne attackers. Settlements on both sides of the Thames were raided by the French in 1379 during the second phase of the Hundred Years' War. The attack prompted the building of Cooling Castle on Kent's Hoo Peninsula between 1380 and 1385 but there was initially no corresponding move to improve the defences of East Tilbury. Appeals from the local people led to the Crown agreeing in July 1402 to build an earthen rampart and towers to protect the settlement. The site of these early defences is not known but might have been near where St Catherine's Church now stands. A ditch of unknown date in that vicinity may represent a fragment of the medieval defences. ### Henrician defences Henry VIII ordered the construction of an artillery blockhouse at East Tilbury in 1539–40 as part of a major scheme to fortify the coastline of England and Wales. It followed his break from the Pope and the Catholic Church, which led to fears that the Catholic powers of Europe would seek to invade so as to reimpose Papal authority. Five blockhouses were built along the Thames between Gravesend and Higham – two on the north bank at Tilbury and East Tilbury and three on the south bank at Gravesend, Milton (near the present New Tavern Fort) and Higham. The East Tilbury Blockhouse was built partly with stone taken from St Margaret's Chapel in Tilbury, which was dissolved in 1536. Its form is not known but it probably consisted of a brick and stone structure, perhaps in a D-shape, with a rampart and ditch to enclose its landward side. It was recorded as having fifteen iron and brass cannon of various calibres in 1540; these had been increased to 27 by 1539–40. It had a small permanent garrison, consisting of a commander and his deputy, a porter, two soldiers and four gunners. The blockhouse may have been altered in 1545 but in 1553 it was disarmed. Although the corresponding blockhouse at Gravesend continued in use and that at Tilbury was eventually incorporated into Tilbury Fort between 1670 and 1683, the one at East Tilbury seems to have been abandoned before the end of the 16th century. By 1735 it had been inundated by the river and was in ruins. Its site by the shoreline has since been eroded away by tidal action, though it is possible that remains from the blockhouse may still survive under the river mud. ### Coalhouse Battery The June 1687 Raid on the Medway by the Dutch fleet during the Second Anglo-Dutch War exposed the weaknesses of the Thames defences. It took another hundred years for the defences on Gravesend Reach to be improved, in the form of new works at Gravesend and Tilbury built in the 1780s, but even then the potential of forward defence – to prevent enemies accessing the lower Thames – continued to be neglected. It was not until the outbreak of the French Revolutionary Wars that the need for effective forward defence was addressed. Lieutenant Colonel Hartcup of the Royal Engineers carried out a survey of the Thames in 1794 in which he recommended building a triangle of artillery batteries to guard the entrance to Gravesend Reach and the next reach of the river, Lower Hope Reach. Two of the batteries would be located on the south bank at Shornemead, about 1.5 miles (2.4 km) north-west of Higham; at Lower Hope Point, about 1.8 miles (2.9 km) north-west of Cliffe; and on the north bank at East Tilbury, about 0.5 miles (0.8 km) north of the old Henrician blockhouse. The batteries would have a maximum range of about 1.5 miles (2.4 km) and their arcs of fire would overlap, enabling them to support each other. The new battery was constructed during 1799 on marshy ground a short distance south-east of St Catherine's Church. It took its name from the nearby Coalhouse Point, which was named for a coal wharf that once existed there to serve East Tilbury. The soft soil caused many problems but the work was completed by July of that year. It was equipped with four 24-pounder (pdr.) cannon mounted on traversing carriages, which enabled the gunners to track targets much more easily than had been the case with traditional garrison carriages. The battery faced the river with a semi-circular earthen rampart on which the guns were mounted. A walled-off area to the rear enclosed a barracks, magazine and shot kiln (for heating shot to set wooden ships on fire). The whole structure was surrounded by a polygonal water-filled ditch. It was modified in 1810 to raise the height of the rampart and to add a small expense magazine where ammunition was stored for immediate use. The French did not test the Thames defences, despite an invasion scare in 1804, and the battery was abandoned along with those at Lower Hope Point and Shornemead following Napoleon's final defeat in 1815. ### First Coalhouse Fort Renewed tension between Britain and France in the 1840s led to a modernisation of some of Britain's coastal defences. The batteries at Shornemead and Coalhouse Point were reinstated and upgraded, though the one at Lower Hope Point was never restored. In the case of the Coalhouse battery, it was substantially expanded between 1847 and 1855 to convert it into a fort. The work was slow as the marshy ground caused the foundations to crack and the structure to subside, and the contractor was unsatisfactory. The new fort was built as an extension to the north-west of the existing battery, and thus took an irregular plan. The rampart was extended to accommodate more guns – a total of seventeen 32-pdrs. – and a much enlarged interior replaced the old barracks and magazine. Caponiers at the east side and firing positions on the other sides facilitated musketry defence against land-based assailants. The fort was surrounded by a wide water-filled ditch. A bridge on the west (landward) side provided the only access route. ### Second Coalhouse Fort By the late 1850s, Britain and France were locked in an arms race. A new generation of increasingly accurate and powerful guns had been developed (of the rifled muzzle loader (RML) and rifled breech loader (RBL) types), mounted on fast-moving, manoeuvrable steam-powered ironclad warships such as the French La Gloire and the British HMS Warrior. Such vessels posed a serious threat to the important naval installations on the Thames, including the victualling yards at Deptford, the armaments works of Woolwich Arsenal, the shipbuilding yards at North Woolwich, and the magazines at Purfleet. It was not possible for large warships to reach central London, as the river was not yet deep enough to take ships of more than 400 tons above Deptford. (Capital dredging later enabled much larger ships to reach as far as the Pool of London.) As the American Civil War was soon to show, it was quite possible for the warships of the day to run past forts and attack up coastal rivers. The new weapons meant that the existing coastal and riverine forts were rendered largely obsolete. The American Civil War was soon to demonstrate that traditional brick and masonry forts could be reduced to rubble by rifled guns. The government's response was to appoint a Royal Commission on the Defence of the United Kingdom, which published a far-reaching report in 1860. The Royal Commission recommended that a triangle of forts should be established on the lower Thames, east of Gravesend. This would involve replacing the existing Coalhouse Fort on the Essex shore with a new fortification, similarly replacing the existing Shornemead Fort and building the wholly new Cliffe Fort opposite Coalhouse Point, which would replace the abandoned 18th-century battery at Lower Hope Point. The locations of the forts would enable interlocking arcs of fire from their guns. A boom defence and a minefield would be installed off Coalhouse Point in wartime to further boost the strength of the defences. The design of the new fort was similar to that of the other Royal Commission forts on the Thames, with an arc of granite-faced casemates, reinforced by iron shields. These, it was believed, would be virtually invulnerable to enemy fire. It was originally envisaged that the fort would have two tiers (in a design similar to that of Garrison Point Fort at Sheerness) mounting around 56 guns; 28 in casemates and the rest in barbettes on the fort's roof. Construction began on this basis in July 1861 but as the work progressed the design was changed, leaving the fort with only a single tier of casemates. Like its predecessors, its construction was seriously affected by the poor ground conditions and was disrupted by shifting and cracking foundations. Colonel Charles George Gordon, who was later to die in the siege of Khartoum, supervised its final phases of construction. The fort cost a total of £130,000 to build. ## Operational history ### 19th century It was originally intended that Coalhouse Fort would be armed with 68-pdr. smooth-bore guns, but these had become obsolete by the time it was completed in 1874. More powerful armour-piercing weapons were required, so the casemates were provided with four 12.5-inch and thirteen 11-inch RMLs with a range of about 5,500 yards (5,000 m). A further three 9-inch RMLs were emplaced in the open battery. They were mounted on metal traversing platforms that could be elevated and traversed using hand-operated gearing devices. Operating the guns presented significant challenges; the 12.5-inch RMLs weighed up to 38 long tons (39 t) apiece, used a charge weighing 172 pounds (78 kg) to fire a shell weighing 827 pounds (375 kg) to their maximum range, and broke windows half a mile away when they were fired. The detonations and clouds of choking black smoke generated when firing them presented a serious physical hazard to the gun crews. The guns were controlled from a Battery Commander's Post on the roof, from where commands to the gun detachments could be relayed via voice pipes. Three depression range finders were installed on the roof by the late 1890s to aid the guns' targeting. A well-trained crew could fire each gun once every two minutes. Rather than firing all the guns at once, the guns were positioned so that they could be fired in sequence as an enemy ship passed by. When combined with the fire from Shornemead and Cliffe Forts on the Kent shore, this would ensure that constant fire could be maintained from three different sides. The rapid development of artillery weapons in the late 19th century meant that the casemate style of fortification had become virtually obsolete within a decade of the fort's completion. Its original purpose of defending the river against large warships was taken over by a new East Tilbury Battery, constructed in 1891 about 600 metres (660 yd) to the north-west just outside East Tilbury village. This contained six much more powerful breech-loading (BL) guns on Moncrieff disappearing carriages within concealed emplacements facing east up the river. A similar battery was built at Slough Fort on the Hoo Peninsula a few miles downriver. At the same time, a new threat had emerged in the shape of the fast and highly manoeuvrable torpedo boat. Large guns were virtually useless against such vessels, so the fort was supplemented with another new battery built in 1893 some 365 metres (399 yd) to the south where 6-pdr. quick-firing guns were installed. Similar batteries were built on the opposite shore at Shornemead and Cliffe Forts. ### Early 20th century By the start of the 20th century the fort's casemates had been put out of use as they were too vulnerable to modern artillery. Instead, part of the fort's front was covered with a sloping glacis made of earth, blocking the casemates and filling the inner defensive ditch. At least one of the front caponiers was also demolished around this time. Most of the old RMLs were retired and replaced with four Mk. VII six-inch BL guns and four 12-pdr quick-firing (QF) BL guns, with ranges of 7 miles (11 km) and 4.5 miles (7.2 km) respectively, mounted on concrete emplacements on the fort's roof. The larger guns were intended to support those at East Tilbury Battery while the smaller ones provided a defence against fast-moving vessels such as destroyers and torpedo boats. Despite their obsolescence, two of the old 12.5-inch RMLs remained at the fort until as late as 1912. They were to be used as "giant blunderbusses" to spray torpedo boats with grapeshot if they got past the other guns. Coalhouse Fort was manned during the First World War by No. 2 Company, Royal Garrison Artillery, which manned the guns; the 2nd Company London Electrical Engineers operated the electric searchlights. A minefield was installed in the river between Shornemead and Coalhouse forts, with mechanically operated mines in the shallower parts of the river and remotely detonated mines in the navigable channel. Friendly ships could thus pass freely but the mines could be detonated by a shore-based observer if an enemy ship tried to use the main channel. Coalhouse Fort took on the role of an Examination Battery controlling the river traffic in conjunction with the River Examination Service. Incoming vessels were checked by tugs based alongside the old HMS Champion, moored in midriver, and if any vessel was deemed suspect or refused to stop, the fort was authorised to fire across its bows. The fort's armament was reduced during the war as other forts and batteries took over some of its duties. Two of the six-inch guns were shipped across the river to Cliffe Fort in 1914 and the QF guns on the roof were withdrawn. An anti-aircraft battery was established north-west of the fort for defence against Zeppelins and enemy bombers. ### 1920s to 1940s Following the end of the war, it was proposed in 1924 that Coalhouse Fort should be re-equipped with 4-inch guns but post-war defence cuts meant that this plan was abandoned. Instead, the fort was reduced to care and maintenance status and East Tilbury Battery was decommissioned in 1930. The continuing development of artillery firepower meant that the forts and batteries further downriver took on an increased responsibility for the forward defences of the Thames. The forts on Gravesend Reach were relegated to a second line of defence. Coalhouse Fort became an "emergency" battery during the anti-invasion preparations of the early Second World War. The existing 6-inch guns were replaced in July 1941 with two 5.5-inch guns which had been removed from HMS Hood during a refit in April 1940. These had a range of 12,500 yards (11,400 m) and were installed in two of the old 6-inch emplacements. A steel shelter was constructed on the fort's roof to protect the guns, which were also camouflaged with netting. A brick observation post on the roof provided range-finding, and two remotely controlled searchlights installed on the roof of the north caponier could illuminate the riverside below. The purpose of these installations was to protect against raids by cruisers and torpedo boats and to counter any landings in the Thames. The fort's defences were also enhanced with two light anti-aircraft guns, including a Bofors 40 mm gun installed on the roof in August 1943, while the fort's perimeter was surrounded by barbed wire and trenches. Two spigot mortars were installed at the fort's rear; their bases can still be seen today. A detached concrete observation tower was built just north of the fort for use as an Extended Defence Officer's Post, to control the electrically detonated mines that had been laid in the river. A radar tower manned by naval personnel was also built south of the fort by 1941 to cover the approaches to the minefield, and an anti-aircraft battery was built 1,100 metres (1,200 yd) to the north-west at Bowaters Farm in August 1939. It was frequently used in defence of the eastern approaches to London and was bombed on more than one occasion. By 1944 the threat of invasion had abated and the fort was handed over to the Home Guard's No. 356 Coast Battery detachment. Its complement at this time was a captain, two lieutenants and 103 other ranks. They were supplemented by a detachment of Wrens who operated a degaussing range established at Coalhouse Fort in 1943 under the name of HMS St Clement. Outbound ships passed over submerged sensors which detected whether the steel in their hulls had been demagnetised to a sufficient extent to make them undetectable by German magnetic mines. If they were detected, they would be recalled for further degaussing. As one of the Wrens later recalled, they found themselves "surrounded by a wonderful array of young men, soldiers and marines of all ranks – and we were the only girls in sight." HMS St Clement became a Combined Operations base and evolved into HMS St Clement I, II and III. As HMS St Clement III, the fort's last military designation, it was used after 1946 by the Admiralty for training Sea Cadets and nautical youth groups. It was decommissioned in 1949. ## Architecture ### Casemates Coalhouse Fort is exceptionally well-preserved; it provides one of the finest surviving examples of a mid-Victorian armoured casemate fort. It has twelve casemates arranged in a semi-circle facing south and east towards the river, with an annexed open battery facing south-west. The casemates are faced with massive slabs of granite and have iron gun ports to protect the gunners from splinters dislodged by incoming fire. Although the casemates have been altered over the years, many of their original features survive. None of the guns remain in situ but the metal rails on which they traversed are still in place. The casemates were divided into two sections. During periods of high alert the gun crews would live next to their weapons in the casemates' rear, an area known as the war accommodation. The front of the casemate was the gun emplacement proper, where the loading and firing took place. The iron shield protecting each casemate was fitted with iron bars from which two mantlets made of thick lengths of rope were hung. These protected the gun crew from splinters and smoke. A loading bar above the gun-port enabled the crew to lift the heavy shells and cartridges up to the mouth of the gun. These were dispensed from the magazines below via lifts on either side of the emplacements. The guns mounted in the open battery were lighter than those in the casemates and were not enclosed but traversed on rails in the open air. A covered section between each emplacement led to an ammunition lift shaft up which the shells and cartridges were raised using lifting gear that still survives. Improvements to artillery technology necessitated significant changes to the fort's structure towards the end of the 19th century and the start of the 20th. Closely packed casemates of the type built at Coalhouse Fort were vulnerable to new and more powerful types of explosive shells. To alleviate this threat, massive concrete traverses were constructed in the 1880s to isolate each casemate, preventing a shell bursting inside one casemate from affecting its neighbours and causing a cumulative explosion. The construction of concrete gun emplacements on the fort's roof necessitated the installation of circular concrete pillars within the casemates to support the extra weight on the roof. The ammunition lifts were also extended to serve the new roof-mounted guns. ### Magazines, barracks and roof The magazines, situated deep under the casemates, consist of alternating pairs of shell and cartridge rooms accessed via an ammunition passage at the front and a lighting passage behind. Great care was taken to reduce the possibility of an accidental explosion. The magazine workers wore special clothes and shoes to eliminate the risk of striking sparks and the floors of the cartridge stores were covered by wooden battens. The lighting was provided from oil lamps situated behind glass windows and accessed only from the lighting passage, which was physically separated from the rest of the magazine. Sets of lifting gear enabled the workers to winch the cartridges and ammunition up to the casemates, with which they could communicate via voice tubes. A defensible barracks made of brick, faced in Kentish ragstone on the fort's exterior, closes off the gorge. Its line is indented to facilitate small arms fire from loopholes and windows with armoured steel shutters. The first floor of the barracks had a veranda facing towards the fort's interior and supported on cast-iron pillars. The barracks provided accommodation for a wartime complement of six officers and 180 NCOs and men, though in peacetime only small maintenance detachments occupied the fort. It also accommodated storerooms and a hospital with room for fourteen patients. Although much of the barracks is now in poor condition, two of the kitchen ranges still survive and two rooms still contain service crests painted on their walls during the Second World War. An irregularly shaped parade area occupies the middle of the fort, which is divided by a sloping ramp leading up to the casemates. A small brick building – originally used as a laboratory or shell-filling facility – stands to the right of the ramp. The fort is entered through a single gateway on its west side, protected against landward attackers by a caponier. The front of the fort was surrounded by a dry ditch, in which there were originally four caponiers to provide musketry defence. A very wide outer wet ditch blocked access from the riverside. The roof of the fort, accessed via steps up from the open battery, was altered substantially during the first half of the 20th century to accommodate new guns and other structures. These include emplacements for 5.5-inch and 6-inch guns as well as 12-pdrs, searchlight positions, shelters, an observation post, a fire control building, a machine-gun parapet on the north caponier and a Royal Navy monitoring station. ### External facilities The fort was linked to a jetty, Coalhouse Wharf, on the riverside a short distance to the south. A standard gauge railway track led from the fort's interior to the jetty and was used to bring guns and supplies from the wharf. The heaviest guns were transported to and from Coalhouse Fort (and other Thames forts) aboard two specialised gun barges called Gog and Magog, built in 1886 and 1900 respectively and used until the 1960s. The remains of the jetty are still visible, as are sections of the track within the fort's entrance. A two-storey concrete structure just north of the fort was used during the Second World War as an Extended Defence Officer's Post to control the minefield outside the fort. It could also serve as a pillbox. A corresponding post stood on the Kent shore. A small concrete structure a further 148 feet (45 m) north-east of the fort may have been an electrical power house. The minefield was overlooked by a hexagonal radar tower about 1,300 feet (400 m) south of the fort, consisting of a concrete structure on a metal frame on which the radar array was mounted. This stands atop a brick building in which the power plant, electrical equipment radar screen and personnel accommodation were located. It was only used for a short time between 1941 and 1943 and is now considered structurally unsafe. Situated nearby is the detached battery built in 1893 to mount four 6-pdr. quick-firing guns. It is well-preserved and the emplacements, ready-use lockers and magazines are all still largely intact. ## Current status After being decommissioned, Coalhouse Fort was leased and used as a storage facility by Bata Shoes, which operated the nearby Bata shoe factory in East Tilbury. It was also used for a while for emergency housing for demobilised servicemen and their families. In 1959, the parade ground was used as a coal store during a miners' strike. Thurrock Urban District Council (now Thurrock Council) purchased the fort in 1962 and still own it. The council turned the area around the fort into a riverside park but the building itself decayed badly through neglect and vandalism. Coalhouse Fort and the adjacent artillery defences to the south of the fort were collectively designated as a scheduled monument in 1962, in recognition of their status as "a remarkable group of defensive sites". The fort was leased to the Coalhouse Fort Project, a heritage charity operated by volunteers between 1985 and 2020. The project undertook the gradual restoration of the fort and held regular open days. Various items of 20th century military equipment were displayed in the interior of the fort; the casemates housed reconstructions and small military-related museums. The project was highly commended in the British Archaeological Awards and the fort has featured both in the BBC series Restoration and in the 2005 film Batman Begins, in which it stood in for a Bhutanese prison in the first five minutes of the film. The British director Christopher Nolan had seen the TV series and decided that he wanted to set the film's opening scenes in the fort. The poor condition of parts of the structure and its state of slow decay led to it be listed in 2008 on the Heritage at Risk Register. English Heritage provided an emergency grant in 2009, supplemented by Thurrock Council and the filming fee from Warner Bros. for Batman Begins, to help make £200,000 worth of repairs to the gatehouse. These were completed in 2011. Grants from Veolia Thames and Thurrock Council, via the Heritage Lottery Fund, have funded the construction of a new block outside the fort entrance to house a cafe, toilets and information centre. A four-mile (6.4 km) riverside walk known as the Two Forts Way links Coalhouse Fort with its older counterpart Tilbury Fort; it is described as "a challenging route suitable for able bodied walkers and experienced cyclists." Funded by the newly restructured Historic England (formerly English Heritage), a survey of the heritage site was completed in early 2017 and repairs to make the fort watertight were expected to begin in late 2017. In January 2020, the Coalhouse Fort Project was discontinued in recognition of its success in saving and restoring the fort, leaving the site's future direction to Thurrock Council and the Heritage Lottery Fund.
23,964
PlayStation (console)
1,172,480,082
Home video game console by Sony
[ "1990s toys", "2000s toys", "CD-ROM-based consoles", "Discontinued video game consoles", "Fifth-generation video game consoles", "Home video game consoles", "Japanese brands", "PlayStation (brand)", "PlayStation (console)", "Products and services discontinued in 2006", "Products introduced in 1994", "Sony consoles" ]
The (abbreviated as PS, commonly known as the PS1/PS one or its codename PSX) is a home video game console developed and marketed by Sony Computer Entertainment. It was released in Japan on 3 December 1994, in North America on 9 September 1995, in Europe on 29 September 1995, and in Australia on 15 November 1995. As a fifth-generation console, the PlayStation primarily competed with the Nintendo 64 and the Sega Saturn. Sony began developing the PlayStation after a failed venture with Nintendo to create a CD-ROM peripheral for the Super Nintendo Entertainment System in the early 1990s. The console was primarily designed by Ken Kutaragi and Sony Computer Entertainment in Japan, while additional development was outsourced in the United Kingdom. An emphasis on 3D polygon graphics was placed at the forefront of the console's design. PlayStation game production was designed to be streamlined and inclusive, enticing the support of many third-party developers. The console proved popular for its extensive game library, popular franchises, low retail price, and aggressive youth marketing which advertised it as the preferable console for adolescents and adults. Premier PlayStation franchises included Gran Turismo, Crash Bandicoot, Spyro, Tomb Raider, Metal Gear, Tekken, and Final Fantasy, all of which spawned numerous sequels. PlayStation games continued to sell until Sony ceased production of the PlayStation and its games on 23 March 2006—over eleven years after it had been released, and less than a year before the debut of the PlayStation 3. A total of 3,061 PlayStation games were released, with cumulative sales of 967 million units. The PlayStation signalled Sony's rise to power in the video game industry. It received acclaim and sold strongly; in less than a decade, it became the first computer entertainment platform to ship over 100 million units. Its use of compact discs heralded the game industry's transition from cartridges. The PlayStation's success led to a line of successors, beginning with the PlayStation 2 in 2000. In the same year, Sony released a smaller and cheaper model, the PS one. ## History ### Background The PlayStation was conceived by Ken Kutaragi, a Sony executive who managed a hardware engineering division and was later dubbed "the Father of the PlayStation". Kutaragi's interest in working with video games stemmed from seeing his daughter play games on Nintendo's Famicom. Kutaragi convinced Nintendo to use his SPC-700 sound processor in the Super Nintendo Entertainment System (SNES) through a demonstration of the processor's capabilities. His willingness to work with Nintendo derived from both his admiration of the Famicom and conviction in video game consoles becoming the main home-use entertainment systems. Although Kutaragi was nearly fired because he worked with Nintendo without Sony's knowledge, president Norio Ohga recognised the potential in Kutaragi's chip and decided to keep him as a protégé. The inception of the PlayStation dates back to a 1988 joint venture between Nintendo and Sony. Nintendo had produced floppy disk technology to complement cartridges in the form of the Family Computer Disk System, and wanted to continue this complementary storage strategy for the SNES. Since Sony was already contracted to produce the SPC-700 sound processor for the SNES, Nintendo contracted Sony to develop a CD-ROM add-on, tentatively titled the "Play Station" or "SNES-CD". The PlayStation name had already been trademarked by Yamaha, but Nobuyuki Idei liked it so much that he agreed to acquire it for an undisclosed sum rather than search for an alternative. Sony was keen to obtain a foothold in the rapidly expanding video game market. Having been the primary manufacturer of the ill-fated MSX home computer format, Sony had wanted to use their experience in consumer electronics to produce their own video game hardware. Although the initial agreement between Nintendo and Sony was about producing a CD-ROM drive add-on, Sony had also planned to develop a SNES-compatible Sony-branded console. This iteration was intended to be more of a home entertainment system, playing both SNES cartridges and a new CD format named the "Super Disc", which Sony would design. Under the agreement, Sony would retain sole international rights to every Super Disc game, giving them a large degree of control despite Nintendo's leading position in the video game market. Furthermore, Sony would also be the sole benefactor of licensing related to music and film software that it had been aggressively pursuing as a secondary application. The Play Station was to be announced at the 1991 Consumer Electronics Show (CES) in Las Vegas. However, Nintendo president Hiroshi Yamauchi was wary of Sony's increasing leverage at this point and deemed the original 1988 contract unacceptable upon realising it essentially handed Sony control over all games written on the SNES CD-ROM format. Although Nintendo was dominant in the video game market, Sony possessed a superior research and development department. Wanting to protect Nintendo's existing licensing structure, Yamauchi cancelled all plans for the joint Nintendo–Sony SNES CD attachment without telling Sony. He sent Nintendo of America president Minoru Arakawa (his son-in-law) and chairman Howard Lincoln to Amsterdam to form a more favourable contract with Dutch conglomerate Philips, Sony's rival. This contract would give Nintendo total control over their licences on all Philips-produced machines. Kutaragi and Nobuyuki Idei, Sony's director of public relations at the time, learned of Nintendo's actions two days before the CES was due to begin. Kutaragi telephoned numerous contacts, including Philips, to no avail. On the first day of the CES, Sony announced their partnership with Nintendo and their new console, the Play Station. At 9 am on the next day, in what has been called "the greatest ever betrayal" in the industry, Howard Lincoln stepped onto the stage and revealed that Nintendo was now allied with Philips and would abandon their work with Sony. ### Inception Incensed by Nintendo's renouncement, Ohga and Kutaragi decided that Sony would develop their own console. Nintendo's contract-breaking was met with consternation in the Japanese business community, as they had broken an "unwritten law" of native companies not turning against each other in favour of foreign ones. Sony's American branch considered allying with Sega to produce a CD-ROM-based machine called the Sega Multimedia Entertainment System, but their board of directors in Tokyo vetoed the idea when American CEO Tom Kalinske presented them the proposal. Kalinske recalled them saying: "That's a stupid idea, Sony doesn't know how to make hardware. They don't know how to make software either. Why would we want to do this?" Sony halted their research, but decided to develop what it had developed with Nintendo and Sega into a console based on the SNES. Despite the tumultuous events at the 1991 CES, negotiations between Nintendo and Sony were still ongoing. A deal was proposed: the Play Station would still have a port for SNES games, on the condition that it would still use Kutaragi's audio chip and that Nintendo would own the rights and receive the bulk of the profits. Roughly two hundred prototype machines were created, and some software entered development. Many within Sony were still opposed to their involvement in the video game industry, with some resenting Kutaragi for jeopardising the company. Kutaragi remained adamant that Sony not retreat from the growing industry and that a deal with Nintendo would never work. Knowing that it had to take decisive action, Sony severed all ties with Nintendo on 4 May 1992. To determine the fate of the PlayStation project, Ohga chaired a meeting in June 1992, consisting of Kutaragi and several senior Sony board members. Kutaragi unveiled a proprietary CD-ROM-based system he had been secretly working on which played games with immersive 3D graphics. Kutaragi was confident that his LSI chip could accommodate one million logic gates, which exceeded the capabilities of Sony's semiconductor division at the time. Despite gaining Ohga's enthusiasm, there remained opposition from a majority present at the meeting. Older Sony executives also opposed it, who saw Nintendo and Sega as "toy" manufacturers. The opposers felt the game industry was too culturally offbeat and asserted that Sony should remain a central player in the audiovisual industry, where companies were familiar with one another and could conduct "civili[s]ed" business negotiations. After Kutaragi reminded him of the humiliation he suffered from Nintendo, Ohga retained the project and became one of Kutaragi's most staunch supporters. Ohga shifted Kutaragi and nine of his team from Sony's main headquarters to Sony Music Entertainment Japan (SMEJ), a subsidiary of the main Sony group, so as to retain the project and maintain relationships with Philips for the MMCD development project. The involvement of SMEJ proved crucial to the PlayStation's early development as the process of manufacturing games on CD-ROM format was similar to that used for audio CDs, with which Sony's music division had considerable experience. While at SMEJ, Kutaragi worked with Epic/Sony Records founder Shigeo Maruyama and Akira Sato; both later became vice presidents of the division that ran the PlayStation business. Sony Computer Entertainment (SCE) was jointly established by Sony and SMEJ to handle the company's ventures into the video game industry. On 27 October 1993, Sony publicly announced that it was entering the game console market with the PlayStation. According to Maruyama, there was uncertainty over whether the console should primarily focus on 2D, sprite-based graphics or 3D polygon graphics. After Sony witnessed the success of Sega's Virtua Fighter (1993) in Japanese arcades, the direction of the PlayStation became "instantly clear" and 3D polygon graphics became the console's primary focus. SCE president Teruhisa Tokunaka expressed gratitude for Sega's timely release of Virtua Fighter as it proved "just at the right time" that making games with 3D imagery was possible. Maruyama claimed that Sony further wanted to emphasize the new console's ability to utilize redbook audio from the CD-ROM format in its games alongside high quality visuals and gameplay. Wishing to distance the project from the failed enterprise with Nintendo, Sony initially branded the PlayStation the "PlayStation X" (PSX). Sony formed their European division and North American division, known as Sony Computer Entertainment Europe (SCEE) and Sony Computer Entertainment America (SCEA), in January and May 1995. The divisions planned to market the new console under the alternative branding "PSX" following the negative feedback regarding "PlayStation" in focus group studies. Early advertising prior to the console's launch in North America referenced PSX, but the term was scrapped before launch. The console was not marketed with Sony's name in contrast to Nintendo's consoles. According to Phil Harrison, much of Sony's upper management feared that the Sony brand would be tarnished if associated with the console, which they considered a "toy". ### Development Since Sony had no experience in game development, it had to rely on the support of third-party game developers. This was in contrast to Sega and Nintendo, which had versatile and well-equipped in-house software divisions for their arcade games and could easily port successful games to their home consoles. Recent consoles like the Atari Jaguar and 3DO suffered low sales due to a lack of developer support, prompting Sony to redouble their efforts in gaining the endorsement of arcade-savvy developers. A team from Epic Sony visited more than a hundred companies throughout Japan in May 1993 in hopes of attracting game creators with the PlayStation's technological appeal. Through a series of negotiations, Sony acquired initial support from Namco, Konami, and Williams Entertainment, as well as 250 other development teams in Japan alone. Namco in particular was keen to participate in the PlayStation project as a third-party developer since Namco rivalled Sega in the arcade market. Attaining these companies secured influential games such as Ridge Racer (1993) and Mortal Kombat 3 (1995), Ridge Racer being one of the most popular arcade games at the time, and it was already confirmed behind closed doors that it would be the PlayStation's first game by December 1993. Namco's research managing director Shegeichi Nakamura met with Kutaragi in 1993 to discuss the preliminary PlayStation specifications, with Namco subsequently basing the Namco System 11 arcade board on PlayStation hardware and developing Tekken to compete with Virtua Fighter. The System 11 launched in arcades several months before the PlayStation's release, with the arcade release of Tekken in September 1994. Despite securing the support of various Japanese studios, Sony had no developers of their own by the time the PlayStation was in development. This changed in 1993 when Sony acquired the Liverpudlian company Psygnosis (later renamed SCE Liverpool) for million, securing their first in-house development team. The acquisition meant that Sony could have more launch games ready for the PlayStation's release in Europe and North America. Ian Hetherington, Psygnosis' co-founder, was disappointed after receiving early builds of the PlayStation and recalled that the console "was not fit for purpose" until his team got involved with it. Hetherington frequently clashed with Sony executives over broader ideas; at one point it was suggested that a television with a built-in PlayStation be produced. In the months leading up to the PlayStation's launch, Psygnosis had around 500 full-time staff working on games and assisting with software development. The purchase of Psygnosis marked another turning point for the PlayStation as it played a vital role in creating the console's development kits. While Sony had provided MIPS R4000-based Sony NEWS workstations for PlayStation development, Psygnosis employees disliked the thought of developing on these expensive workstations and asked Bristol-based SN Systems to create an alternative PC-based development system. Andy Beveridge and Martin Day, owners of SN Systems, had previously supplied development hardware for other consoles such as the Mega Drive, Atari ST, and the SNES. When Psygnosis arranged an audience for SN Systems with Sony's Japanese executives at the January 1994 CES in Las Vegas, Beveridge and Day presented their prototype of the condensed development kit, which could run on an ordinary personal computer with two extension boards. Impressed, Sony decided to abandon their plans for a workstation-based development system in favour of SN Systems', thus securing a cheaper and more efficient method for designing software. An order of over 600 systems followed, and SN Systems supplied Sony with additional software such as an assembler, linker, and a debugger. SN Systems produced development kits for future PlayStation systems, including the PlayStation 2 and was bought out by Sony in 2005. Sony strived to make game production as streamlined and inclusive as possible, in contrast to the relatively isolated approach of Sega and Nintendo. Phil Harrison, the then-representative director of SCEE, believed that Sony's emphasis on developer assistance reduced most time-consuming aspects of development. As well as providing programming libraries, SCE headquarters in London, California and Tokyo housed technical support teams that could work closely with third-party developers if needed. Peter Molyneux, who owned Bullfrog Productions at the time, admired Sony's open-handed approach to software developers and lauded their decision to use PCs as a development platform, remarking that "[it was] like being released from jail in terms of the freedom you have". Another strategy that helped attract software developers was the PlayStation's use of the CD-ROM format instead of traditional cartridges. In contrast to other disc-reading consoles such as the 3DO, the PlayStation could quickly generate and synthesise data from the CD since it was an image-generation system, rather than a data-replay system. The PlayStation's architecture and interconnectability with PCs was beneficial to many software developers. The use of the programming language C proved useful during the early stages of development as it safeguarded future compatibility of the machine should developers decide to make further hardware revisions. Sony used the free software GNU C compiler, also known as GCC, to guarantee short debugging times as it was already familiar to many programmers. Despite the inherent flexibility, some developers found themselves restricted due to the console's lack of RAM. While working on beta builds of the PlayStation, Molyneux observed that its MIPS processor was not "quite as bullish" compared to that of a fast PC and said that it took his team two weeks to port their PC code to the PlayStation development kits and another fortnight to achieve a four-fold speed increase. An engineer from Ocean Software, one of Europe's largest game developers at the time, thought that allocating RAM was a challenging aspect given the 3.5 megabyte restriction. Kutaragi said that while it would have been easy to double the amount of RAM for the PlayStation, the development team refrained from doing so to keep the retail cost down. Kutaragi saw the biggest challenge in developing the system to be balancing the conflicting goals of high performance, low cost, and being easy to program for, and felt he and his team were successful in this regard. Its technical specifications were finalised in 1993 and its design during 1994. The PlayStation name and its final design were confirmed during a press conference on May 10, 1994, although the price and release dates had not been disclosed yet. ### Launch Sony released the PlayStation in Japan on 3 December 1994, a week after the release of the Sega Saturn, at a price of . Sales in Japan began with a "stunning" success with long queues in shops. It sold 100,000 units on the first day and two million units within six months, although the Saturn outsold the PlayStation in the first few weeks due to the success of Virtua Fighter. By the end of 1994, 300,000 PlayStation units were sold in Japan compared to 500,000 Saturn units. After a while, a grey market emerged for PlayStations, which were shipped from Japan to North America and Europe, with some buyers of such consoles paying large amounts of money in the range of £700. Before the release in North America, Sega and Sony presented their consoles at the first Electronic Entertainment Expo (E3) in Los Angeles on 11 May 1995. At their keynote presentation, Sega of America CEO Tom Kalinske revealed that its Saturn console would be released immediately to select retailers at a price of \$399. Next came Sony's turn: Olaf Olafsson, the head of SCEA, summoned Steve Race, the head of development, to the conference stage, who said "\$299" and left the audience with a round of applause. The attention to the Sony conference was further bolstered by the surprise appearance of Michael Jackson and the showcase of highly anticipated games, including Wipeout (1995), Ridge Racer and Tekken (1994). In addition, Sony announced that no games would be bundled with the console. Although the Saturn had released early in the United States to gain an advantage over the PlayStation, the surprise launch upset many retailers who were not informed in time, harming sales. Some retailers such as KB Toys responded by dropping the Saturn entirely. The PlayStation went on sale in North America on 9 September 1995. It sold more units within two days than the Saturn had in five months, with almost all of the initial shipment of 100,000 units sold in advance and shops across the country running out of consoles and accessories. The well-received Ridge Racer contributed to the PlayStation's early success, with some critics considering it superior to Sega's arcade counterpart Daytona USA (1994). There were over 100,000 pre-orders placed and 17 games available on the market by the time of the PlayStation's American launch, in comparison to the Saturn's six launch games. The PlayStation released in Europe on 29 September 1995 and in Australia on 15 November 1995. By November it had already outsold the Saturn by three to one in the United Kingdom, where Sony had allocated a £20 million marketing budget during the Christmas season compared to Sega's £4 million. Sony found early success in the United Kingdom by securing listings with independent shop owners as well as prominent High Street chains such as Comet and Argos. Within its first year, the PlayStation secured over 20% of the entire American video game market. From September to the end of 1995, sales in the United States amounted to 800,000 units, giving the PlayStation a commanding lead over the other fifth-generation consoles, though the SNES and Mega Drive from the fourth generation still outsold it. Sony reported that the attach rate of sold games and consoles was four to one. To meet increasing demand, Sony chartered jumbo jets and ramped up production in Europe and North America. By early 1996, the PlayStation had grossed \$2 billion (equivalent to \$ billion ) from worldwide hardware and software sales. By late 1996, sales in Europe totalled 2.2 million units, including 700,000 in the UK. Approximately 400 PlayStation games were in development, compared to around 200 games being developed for the Saturn and 60 for the Nintendo 64. ### Marketing success and later years The PlayStation was backed by a successful marketing campaign, allowing Sony to gain an early foothold in Europe and North America. Initially, PlayStation demographics were skewed towards adults, but the audience broadened after the first price drop. While the Saturn was positioned towards 18- to 34-year-olds, the PlayStation was initially marketed exclusively towards teenagers. Executives from both Sony and Sega reasoned that because younger players typically looked up to older, more experienced players, advertising targeted at teens and adults would draw them in too. Additionally, Sony found that adults reacted best to advertising aimed at teenagers; Lee Clow surmised that people who started to grow into adulthood regressed and became "17 again" when they played video games. The console was marketed with advertising slogans stylised as "LIVE IN YUR WRLD. PLY IN URS" and "U R NOT " (red E). Clow thought that by invoking such provocative statements, gamers would respond to the contrary and say "'Bullshit. Let me show you how ready I am.'" As the console's appeal enlarged, Sony's marketing efforts broadened from their earlier focus on mature players to specifically target younger children as well. Shortly after the PlayStation's release in Europe, Sony tasked marketing manager Geoff Glendenning with assessing the desires of a new target audience. Sceptical over Nintendo and Sega's reliance on television campaigns, Glendenning theorised that young adults transitioning from fourth-generation consoles would feel neglected by marketing directed at children and teenagers. Recognising the influence early 1990s underground clubbing and rave culture had on young people, especially in the United Kingdom, Glendenning felt that the culture had become mainstream enough to help cultivate PlayStation's emerging identity. Sony partnered with prominent nightclub owners such as Ministry of Sound and festival promoters to organise dedicated PlayStation areas where demonstrations of select games could be tested. Sheffield-based graphic design studio The Designers Republic was contracted by Sony to produce promotional materials aimed at a fashionable, club-going audience. Psygnosis' Wipeout in particular became associated with nightclub culture as it was widely featured in venues. By 1997, there were 52 nightclubs in the United Kingdom with dedicated PlayStation rooms. Glendenning recalled that he had discreetly used at least £100,000 a year in slush fund money to invest in impromptu marketing. In 1996, Sony expanded their CD production facilities in the United States due to the high demand for PlayStation games, increasing their monthly output from 4 million discs to 6.5 million discs. This was necessary because PlayStation sales were running at twice the rate of Saturn sales, and its lead dramatically increased when both consoles dropped in price to \$199 that year. The PlayStation also outsold the Saturn at a similar ratio in Europe during 1996, with 2.2 million consoles sold in the region by the end of the year. Sales figures for PlayStation hardware and software only increased following the launch of the Nintendo 64. Tokunaka speculated that the Nintendo 64 launch had actually helped PlayStation sales by raising public awareness of the gaming market through Nintendo's added marketing efforts. Despite this, the PlayStation took longer to achieve dominance in Japan. Tokunaka said that, even after the PlayStation and Saturn had been on the market for nearly two years, the competition between them was still "very close", and neither console had led in sales for any meaningful length of time. By 1998, Sega, encouraged by their declining market share and significant financial losses, launched the Dreamcast as a last-ditch attempt to stay in the industry. Although its launch was successful, the technically superior 128-bit console was unable to subdue Sony's dominance in the industry. Sony still held 60% of the overall video game market share in North America at the end of 1999. Sega's initial confidence in their new console was undermined when Japanese sales were lower than expected, with disgruntled Japanese consumers reportedly returning their Dreamcasts in exchange for PlayStation software. On 2 March 1999, Sony officially revealed details of the PlayStation 2, which Kutaragi announced would feature a graphics processor designed to push more raw polygons than any console in history, effectively rivalling most supercomputers. The PlayStation continued to sell strongly at the turn of the new millennium: in June 2000, Sony released the PSOne, a smaller, redesigned variant which went on to outsell all other consoles in that year, including the PlayStation 2. The combined successes of both PlayStation consoles led to Sega retiring the Dreamcast in 2001, and abandoning the console business entirely. The PlayStation was eventually discontinued on 23 March 2006—over eleven years after its release, and less than a year before the debut of the PlayStation 3. ## Hardware ### Technical specifications The main microprocessor is a 32-bit LSI R3000 CPU with a clock rate of 33.86 MHz and 30 MIPS. Its CPU relies heavily on the "cop2" 3D and matrix math coprocessor on the same die to provide the necessary speed to render complex 3D graphics. The role of the separate GPU chip is to draw 2D polygons and apply shading and textures to them: the rasterisation stage of the graphics pipeline. Sony's custom 16-bit sound chip supports ADPCM sources with up to 24 sound channels and offers a sampling rate of up to 44.1 kHz and MIDI sequencing. It features 2 MB of main RAM, with an additional 1 MB being allocated to video memory. The PlayStation has a maximum colour depth of 16.7 million true colours with 32 levels of transparency and unlimited colour look-up tables. Its video output, initially provided by a parallel I/O cable (and later a serial I/O used for the PlayStation Link Cable) displays resolutions from 256×224 to 640×480 pixels. Different games can use different resolutions. The PlayStation uses a proprietary video compression unit, MDEC, which is integrated into the CPU and allows for the presentation of full motion video at a higher quality than other consoles of its generation. Unusual for the time, the PlayStation lacks a dedicated 2D graphics processor; 2D elements are instead calculated as polygons by the Geometry Transfer Engine (GTE) so that they can be processed and displayed on screen by the GPU. Whilst running, the GPU can also generate a total of 4,000 sprites and 180,000 polygons per second, in addition to 360,000 per second flat-shaded. ### Models The PlayStation went through a number of variants during its production run. Externally, the most notable change was the gradual reduction in the number of external connectors from the rear of the unit. This started with the original Japanese launch units; the SCPH-1000, released on 3 December 1994, was the only model that had an S-Video port, as it was removed from the next model. Subsequent models saw a reduction in number of parallel ports, with the final version only retaining one serial port. Sony marketed a development kit for amateur developers known as the Net Yaroze (meaning "Let's do it together" in Japanese). It was launched in June 1996 in Japan, and following public interest, was released the next year in other countries. The Net Yaroze allowed hobbyists to create their own games and upload them via an online forum run by Sony. The console was only available to buy through an ordering service and with the necessary documentation and software to program PlayStation games and applications through C programming compilers. #### PS one On 7 July 2000, Sony released the PS One (stylised as PS one), a smaller, redesigned version of the original PlayStation. It was the highest-selling console through the end of the year, outselling all other consoles—including the PlayStation 2. In 2002, Sony released a 5-inch (130 mm) LCD screen add-on for the PS One, referred to as the "Combo pack". It also included a car cigarette lighter adaptor adding an extra layer of portability. Production of the LCD "Combo Pack" ceased in 2004, when the popularity of the PlayStation began to wane in markets outside Japan. A total of 28.15 million PS One units had been sold by the time it was discontinued in March 2006. ### Controllers Three iterations of the PlayStation's controller were released over the console's lifespan. The first controller, the PlayStation controller, was released alongside the PlayStation in December 1994. It features four individual directional buttons (as opposed to a conventional D-pad), a pair of shoulder buttons on both sides, Start and Select buttons in the centre, and four face buttons consisting of simple geometric shapes: a green triangle, red circle, blue cross, and a pink square (, , , ). Rather than depicting traditionally used letters or numbers onto its buttons, the PlayStation controller established a trademark which would be incorporated heavily into the PlayStation brand. Teiyu Goto, the designer of the original PlayStation controller, said that the circle and cross represent "yes" and "no", respectively (though this layout is reversed in Western versions); the triangle symbolises a point of view and the square is equated to a sheet of paper to be used to access menus. The European and North American models of the original PlayStation controllers are roughly 10% larger than its Japanese variant, to account for the fact the average person in those regions has larger hands than the average Japanese person. Sony's first analogue gamepad, the PlayStation Analog Joystick (often erroneously referred to as the "Sony Flightstick"), was first released in Japan in April 1996. Featuring two parallel joysticks, it uses potentiometer technology previously used on consoles such as the Vectrex; instead of relying on binary eight-way switches, the controller detects minute angular changes through the entire range of motion. The stick also features a thumb-operated digital hat switch on the right joystick, corresponding to the traditional D-pad, and used for instances when simple digital movements were necessary. The Analog Joystick sold poorly in Japan due to its high cost and cumbersome size. The increasing popularity of 3D games prompted Sony to add analogue sticks to its controller design to give users more freedom over their movements in virtual 3D environments. The first official analogue controller, the Dual Analog Controller, was revealed to the public in a small glass booth at the 1996 PlayStation Expo in Japan, and released in April 1997 to coincide with the Japanese releases of analogue-capable games Tobal 2 and Bushido Blade. In addition to the two analogue sticks, the Dual Analog controller features an "Analog" button and LED beneath the "Start" and "Select" buttons which toggles analogue functionality on or off. The controller also features rumble support, though Sony decided that haptic feedback would be removed from all overseas iterations before the United States release. A Sony spokesman stated that the feature was removed for "manufacturing reasons", although rumours circulated that Nintendo had attempted to legally block the release of the controller outside Japan due to similarities with the Nintendo 64 controller's Rumble Pak. However, a Nintendo spokesman denied that Nintendo took legal action. Next Generation's Chris Charla theorized that Sony dropped vibration feedback to keep the price of the controller down. In November 1997, Sony introduced the DualShock controller. Its name derives from its use of two (dual) vibration motors (shock). Unlike its predecessor, its analogue sticks feature textured rubber grips, longer handles and slightly different shoulder buttons. It also introduces two new buttons mapped to clicking in the analogue sticks and has rumble feedback included as standard on all versions. The DualShock later replaced its predecessors as the default controller. ### Peripherals Sony released a series of peripherals to add extra layers of functionality to the PlayStation. Such peripherals include memory cards, the PlayStation Mouse, the PlayStation Link Cable, the Multiplayer Adapter (a four-player multitap), the Memory Drive (a disk drive for 3.5-inch floppy disks), the GunCon (a light gun), and the Glasstron (a monoscopic head-mounted display). Released exclusively in Japan, the PocketStation is a memory card peripheral which acts as a miniature personal digital assistant. The device features a monochrome liquid crystal display (LCD), infrared communication capability, a real-time clock, built-in flash memory, and sound capability. Sharing similarities with the Dreamcast's VMU peripheral, the PocketStation was typically distributed with certain PlayStation games, enhancing them with added features. The PocketStation proved popular in Japan, selling over five million units. Sony planned to release the peripheral outside Japan but the release was cancelled, despite receiving promotion in Europe and North America. ### Functionality In addition to playing games, most PlayStation models are equipped to play audio CDs; the Asian model SCPH-5903 can also play Video CDs. Like most CD players, the PlayStation can play songs in a programmed order, shuffle the playback order of the disc and repeat one song or the entire disc. Later PlayStation models use a music visualisation function called SoundScope. This function, as well as a memory card manager, is accessed by starting the console without either inserting a game or closing the CD tray, thereby accessing a graphical user interface (GUI) for the PlayStation BIOS. The GUI for the PS One and PlayStation differ depending on the firmware version: the original PlayStation GUI had a dark blue background with rainbow graffiti used as buttons, while the early PAL PlayStation and PS One GUI had a grey blocked background with two icons in the middle. PlayStation emulation is versatile and can be run on numerous modern devices. Bleem! was a commercial emulator which was released for IBM-compatible PCs and the Dreamcast in 1999. It was notable for being aggressively marketed during the PlayStation's lifetime, and was the centre of multiple controversial lawsuits filed by Sony. Bleem! was programmed in assembly language, which allowed it to emulate PlayStation games with improved visual fidelity, enhanced resolutions, and filtered textures that was not possible on original hardware. Sony sued Bleem! two days after its release, citing copyright infringement and accusing the company of engaging in unfair competition and patent infringement by allowing use of PlayStation BIOSs on a Sega console. Bleem! were subsequently forced to shut down in November 2001. ### Copy protection system Sony was aware that using CDs for game distribution could have left games vulnerable to piracy, due to the growing popularity of CD-R and optical disc drives with burning capability. To preclude illegal copying, a proprietary process for PlayStation disc manufacturing was developed that, in conjunction with an augmented optical drive in Tiger H/E assembly, prevented burned copies of games from booting on an unmodified console. Specifically, all genuine PlayStation discs were printed with a small section of deliberate irregular data, which the PlayStation's optical pick-up was capable of detecting and decoding. Consoles would not boot game discs without a specific wobble frequency contained in the data of the disc pregap sector (the same system was also used to encode discs' regional lock-outs). This signal was within Red Book CD tolerances, so PlayStation discs' actual content could still be read by a conventional disc drive; however, the disc drive could not detect the wobble frequency (therefore duplicating the discs omitting it), since the laser pickup system of any optical disc drive would interpret this wobble as an oscillation of the disc surface and compensate for it in the reading process. As the disc authenticity was only verified during booting, this copy protection system could be circumvented by swapping any genuine disc with the copied disc, while modchips could remove the protection system altogether by tricking the console into thinking the wobble is there on the pirated disc. Sony untruthfully suggested in advertisements that discs' unique black undersides played a role in copy protection. In reality, the black plastic used was transparent to any infrared laser and did not itself pose an obstacle to duplicators or computer CD drives, although it may have helped customers distinguish between unofficial and genuine copies. ### Hardware problems Early PlayStations, particularly early 1000 models, experience skipping full-motion video or physical "ticking" noises from the unit. The problems stem from poorly placed vents leading to overheating in some environments, causing the plastic mouldings inside the console to warp slightly and create knock-on effects with the laser assembly. The solution is to sit the console on a surface which dissipates heat efficiently in a well vented area or raise the unit up slightly from its resting surface. Sony representatives also recommended unplugging the PlayStation when it is not in use, as the system draws in a small amount of power (and therefore heat) even when turned off. The first batch of PlayStations use a KSM-440AAM laser unit, whose case and movable parts are all built out of plastic. Over time, the plastic lens sled rail wears out—usually unevenly—due to friction. The placement of the laser unit close to the power supply accelerates wear, due to the additional heat, which makes the plastic more vulnerable to friction. Eventually, one side of the lens sled will become so worn that the laser can tilt, no longer pointing directly at the CD; after this, games will no longer load due to data read errors. Sony fixed the problem by making the sled out of die-cast metal and placing the laser unit further away from the power supply on later PlayStation models. Due to an engineering oversight, the PlayStation does not produce a proper signal on several older models of televisions, causing the display to flicker or bounce around the screen. Sony decided not to change the console design, since only a small percentage of PlayStation owners used such televisions, and instead gave consumers the option of sending their PlayStation unit to a Sony service centre to have an official modchip installed, allowing play on older televisions. ## Game library A total of 7,918 PlayStation games have been released worldwide. The PlayStation's bestselling game is Gran Turismo (1997), which sold 10.85 million units. After the PlayStation's discontinuation in 2006, the cumulative software shipment was 962 million units. The PlayStation featured a diverse game library which grew to appeal to all types of players. The first two games available at launch were Jumping Flash! (1995) and Ridge Racer, with Jumping Flash! heralded as an ancestor for 3D graphics in console gaming. Critically acclaimed PlayStation games included Final Fantasy VII (1997), Crash Bandicoot (1996), Spyro the Dragon (1998), Metal Gear Solid (1998), all of which became established franchises. Final Fantasy VII is credited with allowing role-playing games to gain mass-market appeal outside Japan, and is considered one of the most influential and greatest video games ever made. At the time of the PlayStation's first Christmas season, Psygnosis had produced around 70% of its launch catalogue; its breakthrough racing game Wipeout was acclaimed for its techno soundtrack and helped raise awareness of Britain's underground music community. Eidos Interactive's action-adventure game Tomb Raider contributed substantially to the success of the console in 1996, with its main protagonist Lara Croft becoming an early gaming icon and garnering unprecedented media promotion. Licensed tie-in video games of popular films were also prevalent; Argonaut Games' 2001 adaptation of Harry Potter and the Philosopher's Stone went on to sell over eight million copies late in the console's lifespan. Third-party developers committed largely to the console's wide-ranging game catalogue even after the launch of the PlayStation 2. Initially, in the United States, PlayStation games were packaged in long cardboard boxes, similar to non-Japanese 3DO and Saturn games. Sony later switched to the jewel case format typically used for audio CDs and Japanese video games, as this format took up less retailer shelf space (which was at a premium due to the large number of PlayStation games being released), and focus testing showed that most consumers preferred this format. ## Reception The PlayStation was mostly well received upon release. Critics in the west generally welcomed the new console; the staff of Next Generation reviewed the PlayStation a few weeks after its North American launch, where they commented that, while the CPU is "fairly average", the supplementary custom hardware, such as the GPU and sound processor, is stunningly powerful. They praised the PlayStation's focus on 3D, and complemented the comfort of its controller and the convenience of its memory cards. Giving the system 4 out of 5 stars, they concluded, "To succeed in this extremely cut-throat market, you need a combination of great hardware, great games, and great marketing. Whether by skill, luck, or just deep pockets, Sony has scored three out of three in the first salvo of this war". Albert Kim from Entertainment Weekly praised the PlayStation as a technological marvel, rivalling that of Sega and Nintendo. Famicom Tsūshin scored the console a 19 out of 40, lower than the Saturn's 24 out of 40, in May 1995. In a 1997 year-end review, a team of five Electronic Gaming Monthly editors gave the PlayStation scores of 9.5, 8.5, 9.0, 9.0, and 9.5—for all five editors, the highest score they gave to any of the five consoles reviewed in the issue. They lauded the breadth and quality of the games library, saying it had vastly improved over previous years due to developers mastering the system's capabilities in addition to Sony revising its stance on 2D and role playing games. They also complimented the low price point of the games compared to the Nintendo 64's, and noted that it was the only console on the market that could be relied upon to deliver a solid stream of games for the coming year, primarily due to third party developers almost unanimously favouring it over its competitors. ## Legacy SCE was an upstart in the video game industry in late 1994, as the video game market in the early 1990s was dominated by Nintendo and Sega. Nintendo had been the clear leader in the industry since the introduction of the Nintendo Entertainment System in 1985 and the Nintendo 64 was initially expected to maintain this position. The PlayStation's target audience included the generation which was the first to grow up with mainstream video games, along with 18- to 29-year-olds who were not the primary focus of Nintendo. By the late 1990s, Sony became a highly regarded console brand due to the PlayStation, with a significant lead over second-place Nintendo, while Sega was relegated to a distant third. The PlayStation became the first "computer entertainment platform" to ship over 100 million units worldwide, with many critics attributing the console's success to third-party developers. It remains the fifth best-selling console of all time as of , with a total of 102.49 million units sold. Around 7,900 individual games were published for the console during its 11-year life span, the second-most games ever produced for a console. Its success resulted in a significant financial boon for Sony as profits from its video game division contributed to 23%. Sony's next-generation PlayStation 2, which is backward compatible with the PlayStation's DualShock controller and games, was announced in 1999 and launched in 2000. The PlayStation's lead in installed base and developer support paved the way for the success of its successor, which overcame the earlier launch of the Sega's Dreamcast and then fended off competition from Microsoft's newcomer Xbox and Nintendo's GameCube. The PlayStation 2's immense success and failure of the Dreamcast were among the main factors which led to Sega abandoning the console market. To date, five PlayStation home consoles have been released, which have continued the same numbering scheme, as well as two portable systems. Hundreds of PlayStation games were re-released as PS One Classics for purchase and download on the PlayStation Portable, PlayStation 3, and PlayStation Vita. The PlayStation 2 and PlayStation 3 also maintained backward compatibility with original PlayStation discs. The PlayStation has often ranked among the best video game consoles. In 2018, Retro Gamer named it the third best console, crediting its sophisticated 3D capabilities as one of its key factors in gaining mass success, and lauding it as a "game-changer in every sense possible". In 2009, IGN ranked the PlayStation the seventh best console in their list, noting its appeal towards older audiences to be a crucial factor in propelling the video game industry, as well as its assistance in transitioning game industry to use the CD-ROM format. Keith Stuart from The Guardian likewise named it as the seventh best console in 2020, declaring that its success was so profound it "ruled the 1990s". ### CD format The success of the PlayStation contributed to the demise of cartridge-based home consoles. While not the first system to use an optical disc format, it was the first highly successful one, and ended up going head-to-head with the proprietary cartridge-relying Nintendo 64. After the demise of the Sega Saturn, Nintendo was left as Sony's main competitor in Western markets. Nintendo chose not to use CDs for the Nintendo 64; it was likely concerned with the proprietary cartridge format's ability to help enforce copy protection, given its substantial reliance on licensing and exclusive games for its revenue. Besides their larger capacity, CD-ROMs could be produced in bulk quantities at a much faster rate than ROM cartridges, a week compared to two to three months. Further, the cost of production per unit was far cheaper, allowing Sony to offer games about 40% lower cost to the user compared to ROM cartridges while still making the same amount of net revenue. In Japan, Sony published fewer copies of a wide variety of games for the PlayStation as a risk-limiting step, a model that had been used by Sony Music for CD audio discs. The production flexibility of CD-ROMs meant that Sony could produce larger volumes of popular games to get onto the market quickly, something that could not be done with cartridges due to their manufacturing lead time. The lower production costs of CD-ROMs also allowed publishers an additional source of profit: budget-priced reissues of games which had already recouped their development costs. Tokunaka remarked in 1996: > Choosing CD-ROM is one of the most important decisions that we made. As I'm sure you understand, PlayStation could just as easily have worked with masked ROM [cartridges]. The 3D engine and everything—the whole PlayStation format—is independent of the media. But for various reasons (including the economies for the consumer, the ease of the manufacturing, inventory control for the trade, and also the software publishers) we deduced that CD-ROM would be the best media for PlayStation. The increasing complexity of developing games pushed cartridges to their storage limits and gradually discouraged some third-party developers. Part of the CD format's appeal to publishers was that they could be produced at a significantly lower cost and offered more production flexibility to meet demand. As a result, some third-party developers switched to the PlayStation, including Square, whose Final Fantasy VII, and Enix (later merged with Square to form Square Enix), whose Dragon Quest VII (2000) were planned for the Nintendo 64. Other developers released fewer games for the Nintendo 64 (Konami, releasing only thirteen N64 games but over fifty on the PlayStation). Nintendo 64 game releases were less frequent than the PlayStation's, with many being developed by either Nintendo itself or second-parties such as Rare. ### PlayStation Classic The PlayStation Classic is a dedicated video game console made by Sony Interactive Entertainment that emulates PlayStation games. It was announced in September 2018 at the Tokyo Game Show, and released on 3 December 2018, the 24th anniversary of the release of the original console. As a dedicated console, the PlayStation Classic features 20 pre-installed games; the games run off the open source emulator PCSX. The console is bundled with two replica wired PlayStation controllers (those without analogue sticks), an HDMI cable, and a USB-Type A cable. Internally, the console uses a MediaTek MT8167a Quad A35 system on a chip with four central processing cores clocked at @ 1.5 GHz and a Power VR GE8300 graphics processing unit. It includes 16 GB of eMMC flash storage and 1 Gigabyte of DDR3 SDRAM. The PlayStation Classic is 45% smaller than the original console. The PlayStation Classic received negative reviews from critics and was compared unfavorably to Nintendo's rival Nintendo Entertainment System Classic Edition and Super Nintendo Entertainment System Classic Edition. Criticism was directed at its meager game library, user interface, emulation quality, use of PAL versions for certain games, use of the original controller, and high retail price, though the console's design received praise. The console sold poorly. ## See also - PlayStation: The Official Magazine (PSM) - Portable Sound Format (PSF) - System 573
23,821,416
Project Rover
1,153,522,482
U.S. project to build a nuclear thermal rocket
[ "Nuclear research reactors", "Nuclear spacecraft propulsion" ]
Project Rover was a United States project to develop a nuclear-thermal rocket that ran from 1955 to 1973 at the Los Alamos Scientific Laboratory (LASL). It began as a United States Air Force project to develop a nuclear-powered upper stage for an intercontinental ballistic missile (ICBM). The project was transferred to NASA in 1958 after the Sputnik crisis triggered the Space Race. It was managed by the Space Nuclear Propulsion Office (SNPO), a joint agency of the Atomic Energy Commission (AEC), and NASA. Project Rover became part of NASA's Nuclear Engine for Rocket Vehicle Application (NERVA) project and henceforth dealt with the research into nuclear rocket reactor design, while NERVA involved the overall development and deployment of nuclear rocket engines, and the planning for space missions. Nuclear reactors for Project Rover were built at LASL Technical Area 18 (TA-18), also known as the Pajarito Canyon Site. They were tested there at very low power and then shipped to Area 25 (known as Jackass Flats) at the AEC's Nevada Test Site. Testing of fuel elements and other materials science was done by the LASL N-Division at TA-46 using various ovens and later a custom test reactor, the Nuclear Furnace. Project Rover resulted in the development of three reactor types: Kiwi (1955 to 1964), Phoebus (1964 to 1969), and Pewee (1969 to 1972). Kiwi and Phoebus were large reactors, while Pewee was much smaller, conforming to the smaller budget available after 1968. The reactors were fueled by highly enriched uranium, with liquid hydrogen used as both a rocket propellant and reactor coolant. Nuclear graphite and beryllium were used as neutron moderators and neutron reflectors. The engines were controlled by drums with graphite or beryllium on one side and boron (a nuclear poison) on the other, and the energy level adjusted by rotating the drums. Because hydrogen also acts as a moderator, increasing the flow of propellant also increased reactor power without the need to adjust the drums. Project Rover tests demonstrated that nuclear rocket engines could be shut down and restarted many times without difficulty, and could be clustered if more thrust was desired. Their specific impulse (efficiency) was roughly double that of chemical rockets. The nuclear rocket enjoyed strong political support from the influential chairman of the United States Congress Joint Committee on Atomic Energy, Senator Clinton P. Anderson from New Mexico (where LASL was located), and his allies, Senators Howard Cannon from Nevada and Margaret Chase Smith from Maine. This enabled it to survive multiple cancellation attempts that became ever more serious in the cost cutting that prevailed as the Vietnam War escalated and after the space race ended with the Apollo 11 Moon landing. Projects Rover and NERVA were canceled over their objection in January 1973, and none of the reactors ever flew. ## Beginnings ### Early concepts During World War II, some scientists at the Manhattan Project's Los Alamos Laboratory, including Stan Ulam, Frederick Reines and Frederic de Hoffmann, speculated about the development of nuclear-powered rockets, and in 1947, Ulam and Cornelius Joseph "C. J." Everett wrote a paper in which they considered using atomic bombs as a means of rocket propulsion. This became the basis for Project Orion. In December 1945, Theodore von Karman and Hsue-Shen Tsien wrote a report for the United States Army Air Forces. While they agreed that it was not yet practical, Tsien speculated that nuclear-powered rockets might one day be powerful enough to launch satellites into orbit. In 1947, North American Aviation's Aerophysics Laboratory published a large paper surveying many of the problems involved in using nuclear reactors to power airplanes and rockets. The study was specifically aimed at an aircraft with a range of 16,000 kilometers (10,000 mi) and a payload of 3,600 kilograms (8,000 lb), and covered turbopumps, structure, tankage, aerodynamics and nuclear reactor design. They concluded that hydrogen was best as a propellant and that graphite would be the best neutron moderator, but assumed an operating temperature of 3,150 °C (5,700 °F), which was beyond the capabilities of available materials. The conclusion was that nuclear-powered rockets were not yet practical. The public revelation of atomic energy at the end of the war generated a great deal of speculation, and in the United Kingdom, Val Cleaver, the chief engineer of the rocket division at De Havilland, and Leslie Shepard, a nuclear physicist at the University of Cambridge, independently considered the problem of nuclear rocket propulsion. They became collaborators, and in a series of papers published in the Journal of the British Interplanetary Society in 1948 and 1949, they outlined the design of a nuclear-powered rocket with a solid-core graphite heat exchanger. They reluctantly concluded that nuclear rockets were essential for deep space exploration, but not yet technically feasible. ### Bussard report In 1953, Robert W. Bussard, a physicist working on the Nuclear Energy for the Propulsion of Aircraft (NEPA) project at the Oak Ridge National Laboratory, wrote a detailed study. He had read Cleaver and Shepard's work, that of Tsien, and a February 1952 report by engineers at Consolidated Vultee. He used data and analyses from existing chemical rockets, along with specifications for existing components. His calculations were based on the state of the art of nuclear reactors. Most importantly, the paper surveyed several ranges and payload sizes; Consolidated's pessimistic conclusions had partly been the result of considering only a narrow range of possibilities. The result, Nuclear Energy for Rocket Propulsion, stated that the use of nuclear propulsion in rockets is not limited by considerations of combustion energy and thus low molecular weight propellants such as pure hydrogen may be used. While a conventional engine could produce an exhaust velocity of 2,500 meters per second (8,300 ft/s), a hydrogen-fueled nuclear engine could attain an exhaust velocity of 6,900 meters per second (22,700 ft/s) under the same conditions. He proposed a graphite-moderated reactor due to graphite's ability to withstand high temperatures and concluded that the fuel elements would require protective cladding to withstand corrosion by the hydrogen propellant. Bussard's study had little impact at first, mainly because only 29 copies were printed, and it was classified as Restricted Data and therefore could only be read by someone with the required security clearance. In December 1953, it was published in Oak Ridge's Journal of Reactor Science and Technology. While still classified, this gave it a wider circulation. Darol Froman, the Deputy Director of the Los Alamos Scientific Laboratory (LASL), and Herbert York, the director of the University of California Radiation Laboratory at Livermore, were interested, and established committees to investigate nuclear rocket propulsion. Froman brought Bussard out to Los Alamos to assist for one week per month. ### Approval Robert Bussard's study also attracted the attention of John von Neumann, and he formed an ad hoc committee on Nuclear Propulsion of Missiles. Mark Mills, the assistant director at Livermore was its chairman, and its other members were Norris Bradbury from LASL; Edward Teller and Herbert York from Livermore; Abe Silverstein, the associate director of the National Advisory Committee for Aeronautics (NACA) Lewis Flight Propulsion Laboratory; and Allen F. Donovan from Ramo-Wooldridge. After hearing input on various designs, the Mills committee recommended that development proceed, with the aim of producing a nuclear upper stage for an intercontinental ballistic missile (ICBM). York created a new division at Livermore, and Bradbury created a new one called N Division at Los Alamos under the leadership of Raemer Schreiber, to pursue it. In March 1956, the Armed Forces Special Weapons Project (AFSWP) recommended allocating \$100 million (\$ million in ) to the nuclear rocket engine project over three years for the two laboratories to conduct feasibility studies and construction of test facilities. Eger V. Murphree and Herbert Loper at the Atomic Energy Commission (AEC) were more cautious. The Atlas missile program was proceeding well, and if successful would have sufficient range to hit targets in most of the Soviet Union. At the same time, nuclear warheads were becoming smaller, lighter and more powerful. The case for a new technology that promised heavier payloads over longer distances seemed weak. However, the nuclear rocket had acquired a powerful political patron in Senator Clinton P. Anderson from New Mexico (where LASL was located), the deputy chairman of the United States Congress Joint Committee on Atomic Energy (JCAE), who was close to von Neumann, Bradbury and Ulam. He managed to secure funding. All work on the nuclear rocket was consolidated at Los Alamos, where it was given the codename Project Rover; Livermore was assigned responsibility for development of the nuclear ramjet, which was codenamed Project Pluto. Project Rover was directed by an active duty USAF officer on secondment to the AEC, Lieutenant Colonel Harold R. Schmidt. He was answerable to another seconded USAF officer, Colonel Jack L. Armstrong, who was also in charge of Pluto and the Systems for Nuclear Auxiliary Power (SNAP) projects. ## Design concepts In principle, the design of a nuclear thermal rocket engine is quite simple: a turbopump would force hydrogen through a nuclear reactor, where it would be heated by the reactor to very high temperatures and then exhausted through a rocket nozzle to produce thrust. Complicating factors were immediately apparent. The first was that a means had to be found of controlling reactor temperature and power output. The second was that a means had to be devised to hold the propellant. The only practical way to store hydrogen was in liquid form, and this required a temperature below 20 K (−253.2 °C). The third was that the hydrogen would be heated to a temperature of around 2,500 K (2,230 °C), and materials would be required that could withstand such temperatures and resist corrosion by hydrogen. Liquid hydrogen was theoretically the best possible propellant, but in the early 1950s it was expensive, and available only in small quantities. In 1952, the AEC and the National Bureau of Standards had opened a plant near Boulder, Colorado, to produce liquid hydrogen for the thermonuclear weapons program. Before settling on liquid hydrogen, LASL considered other propellants such as methane (CH <sub>4</sub>) and ammonia (NH <sub>3</sub>). Ammonia, used in the tests conducted from 1955 to 1957, was inexpensive, easy to obtain, liquid at 239 K (−34 °C), and easy to pump and handle. It was, however, much heavier than liquid hydrogen, reducing the engine's impulse; it was also found to be even more corrosive, and had undesirable neutronic properties. For the fuel, they considered plutonium-239, uranium-235 and uranium-233. Plutonium was rejected because while it forms compounds easily, they could not reach temperatures as high as those of uranium. Uranium-233 was seriously considered, as compared to uranium-235 it is slightly lighter, has a higher number of neutrons per fission event, and a high probability of fission. It therefore held the prospect of saving some weight in fuel, but its radioactive properties make it more difficult to handle, and in any case it was not readily available. Highly enriched uranium was therefore chosen. For structural materials in the reactor, the choice came down to graphite or metals. Of the metals, tungsten emerged as the frontrunner, but it was expensive, hard to fabricate, and had undesirable neutronic properties. To get around its neutronic properties, it was proposed to use tungsten-184, which does not absorb neutrons. Graphite was chosen as it is cheap, gets stronger at temperatures up to 3,300 K (3,030 °C), and sublimes rather than melts at 3,900 K (3,630 °C). To control the reactor, the core was surrounded by control drums coated with graphite or beryllium (a neutron moderator) on one side and boron (a neutron poison) on the other. The reactor's power output could be controlled by rotating the drums. To increase thrust, it is sufficient to increase the flow of propellant. Hydrogen, whether in pure form or in a compound like ammonia, is an efficient nuclear moderator, and increasing the flow also increases the rate of reactions in the core. This increased reaction rate offsets the cooling provided by the hydrogen. As the hydrogen heats up, it expands, so there is less in the core to remove heat, and the temperature will level off. These opposing effects stabilize the reactivity and a nuclear rocket engine is therefore naturally very stable, and the thrust is easily controlled by varying the hydrogen flow without changing the control drums. LASL produced a series of design concepts, each with its own codename: Uncle Tom, Uncle Tung, Bloodhound and Shish. By 1955, it had settled on a 1,500 megawatt (MW) design called Old Black Joe. In 1956, this became the basis of a 2,700 MW design intended to be the upper stage of an ICBM. ## Transfer to NASA By 1957, the Atlas missile project was proceeding well, and with smaller and lighter warheads becoming available, the need for a nuclear upper stage had all but disappeared. On 2 October 1957, the AEC proposed cutting Project Rover's budget, but the proposal was soon overtaken by events. Two days later, the Soviet Union launched Sputnik 1, the first artificial satellite. This fired fears and imaginations around the world and demonstrated that the Soviet Union had the capability to deliver nuclear weapons over intercontinental distances, and undermined American notions of military, economic and technological superiority. This precipitated the Sputnik crisis, and triggered the Space Race, a new area of competition in the Cold War. Anderson wanted to give responsibility for the US space program to the AEC, but US President Dwight D. Eisenhower responded by creating the National Aeronautics and Space Administration (NASA), which absorbed NACA. Donald A. Quarles, the Deputy Secretary of Defense, met with T. Keith Glennan, the new administrator of NASA, and Hugh Dryden, his deputy on 20 August 1958, the day after they were sworn into office at the White House, and Rover was the first item on the agenda. Quarles was eager to transfer Rover to NASA, as the project no longer had a military purpose. Silverstein, whom Glennan had brought to Washington, D.C., to organize NASA's spaceflight program, had long had an interest in nuclear rocket technology. He was the first senior NACA official to show interest in rocket research, had initiated investigation into the use of hydrogen as a rocket propellant, was involved in the Aircraft Nuclear Propulsion (ANP) project, built NASA's Plum Brook Reactor, and had created a nuclear rocket propulsion group at Lewis under Harold Finger. Responsibility for the non-nuclear components of Project Rover was officially transferred from the United States Air Force (USAF) to NASA on 1 October 1958, the day NASA officially became operational and assumed responsibility for the US civilian space program. Project Rover became a joint NASA-AEC project. Silverstein appointed Finger from Lewis to oversee the nuclear rocket development. On 29 August 1960, NASA created the Space Nuclear Propulsion Office (SNPO) to oversee the nuclear rocket project. Finger was appointed as its manager, with Milton Klein from AEC as his deputy. A formal "Agreement Between NASA and AEC on Management of Nuclear Rocket Engine Contracts" was signed by NASA Deputy Administrator Robert Seamans and AEC General Manager Alvin Luedecke on 1 February 1961. This was followed by an "Inter-Agency Agreement on the Program for the Development of Space Nuclear Rocket Propulsion (Project Rover)", which they signed on 28 July 1961. SNPO also assumed responsibility for SNAP, with Armstrong becoming assistant to the director of the Reactor Development Division at AEC, and Lieutenant Colonel G. M. Anderson, formerly the SNAP project officer in the disbanded Aircraft Nuclear Propulsion Office (ANPO), became chief of the SNAP Branch in the new division. On 25 May 1961, President John F. Kennedy addressed a joint session of Congress. "First," he announced, "I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to the earth." He then went on to say: "Secondly, an additional 23 million dollars, together with 7 million dollars already available, will accelerate development of the Rover nuclear rocket. This gives promise of someday providing a means for even more exciting and ambitious exploration of space, perhaps beyond the Moon, perhaps to the very end of the Solar System itself." ## Test site Nuclear reactors for Project Rover were built at LASL Technical Area 18 (TA-18), also known as the Pajarito Site. Fuel and internal engine components were fabricated in the Sigma complex at Los Alamos. Testing of fuel elements and other materials science was done by the LASL N Division at TA-46 using various ovens and later a custom test reactor, the Nuclear Furnace. Staff from the LASL Test (J) and Chemical Metallurgy Baker (CMB) divisions also participated in Project Rover. Two reactors were built for each engine; one for zero power critical experiments at Los Alamos and another used for full-power testing. The reactors were tested at very low power before being shipped to the test site. In 1956, the AEC allocated 127,200 hectares (314,000 acres) of an area known as Jackass Flats in Area 25 of the Nevada Test Site for use by Project Rover. Work commenced on test facilities there in mid-1957. All materials and supplies had to be brought in from Las Vegas. Test Cell A consisted of a farm of hydrogen gas bottles and a concrete wall 0.91 meters (3 ft) thick to protect the electronic instrumentation from radiation from the reactor. The control room was located 3.2 kilometers (2 mi) away. The plastic coating on the control cables was chewed by burrowing rodents and had to be replaced. The reactor was test-fired with its exhaust plume in the air so that any radioactive fission products picked up from the core could be safely dispersed. The reactor maintenance and disassembly building (R-MAD) was in most respects a typical hot cell used by the nuclear industry, with thick concrete walls, lead glass viewing windows, and remote manipulation arms. It was exceptional only for its size: 76 meters (250 ft) long, 43 meters (140 ft) and 19 meters (63 ft) high. This allowed the engine to be moved in and out on a railroad car. The "Jackass and Western Railroad", as it was light-heartedly described, was said to be the world's shortest and slowest railroad. There were two locomotives: the electric L-1, which was remotely controlled, and the diesel-electric L-2, which was manually controlled, with radiation shielding around the cab. Test Cell C was supposed to be completed in 1960, but NASA and AEC did not request funds for additional construction that year; Anderson provided them anyway. Then there were construction delays, forcing him to personally intervene. In August 1961, the Soviet Union ended the nuclear test moratorium that had been in place since November 1958, so Kennedy resumed US testing in September. With a second crash program at the Nevada Test site, labor became scarce, and there was a strike. When that ended, the workers had to come to grips with the difficulties of dealing with hydrogen, which could leak through microscopic holes too small to permit the passage of other fluids. On 7 November 1961, a minor accident caused a violent hydrogen release. The complex finally became operational in 1964. SNPO envisaged the construction of a 20,000 MW nuclear rocket engine, so construction supervisor, Keith Boyer had the Chicago Bridge & Iron Company construct two gigantic 1,900,000-liter (500,000 U.S. gal) cryogenic storage dewars. An engine maintenance and disassembly building (E-MAD) was added. It was larger than a football field, with thick concrete walls and shield bays where engines could be assembled and disassembled. There was also an engine test stand (ETS-1); two more were planned. There was also a radioactive material storage facility (RMSF). This was a 8.5 hectares (21 acres) site roughly equidistant from the E-MAD, Test Cell "C", and ETS-1. It was enclosed by a cyclone wire fence with quartz perimeter lighting. The single-track railroad that connected facilities carried one branch through a single main gate into the storage area, which then separated into seven spurs. Two spurs led into 55.3-square-meter (595 sq ft) bunkers. The facility was used to store a wide variety of radioactively contaminated items. In February 1962, NASA announced the establishment of the Nuclear Rocket Development Station (NRDS) at Jackass Flats, and in June an SNPO branch was established at Las Vegas (SNPO-N) to manage it. Construction workers were housed in Mercury, Nevada. Later thirty trailers were brought to Jackass Flats to create a village named "Boyerville" after the supervisor, Keith Boyer. ## Kiwi The first phase of Project Rover, Kiwi, was named after the flightless bird of the same name from New Zealand, as the Kiwi rocket engines were not intended to fly either. Their function was to verify the design and test the behavior of the materials used. The Kiwi program developed a series of non-flyable test nuclear engines, with the primary focus on improving the technology of hydrogen-cooled reactors. Between 1959 and 1964, a total of eight reactors were built and tested. Kiwi was considered to have served as a proof of concept for nuclear rocket engines. ### Kiwi A The first test of the Kiwi A, the first model of the Kiwi rocket engine, was conducted at Jackass Flats on 1 July 1959. Kiwi A had a cylindrical core 132.7 centimeters (50 in) high and 83.8 centimeters (30 in) in diameter. A central island contained heavy water that acted both as a coolant and as a moderator to reduce the amount of uranium oxide required. The control rods were located inside the island, which was surrounded by 960 graphite fuel plates loaded with 4-micrometer (0.00016 in) uranium oxide fuel particles and a layer of 240 graphite plates. The core was surrounded by 43.2 centimeters (20 in) of graphite wool moderator and encased in an aluminum shell. Gaseous hydrogen was used as a propellant, at a flow rate of 3.2 kilograms per second (7.1 lb/s). Intended to produce 100 MW, the engine ran at 70 MW for 5 minutes. The core temperature was much higher than expected, up to 2,900 K (2,630 °C), due to cracking of the graphite plates, which was enough to cause some of the fuel to melt. A series of improvements were made for the next test on 8 July 1960 to create an engine known as Kiwi A Prime. The fuel elements were extruded into cylinders and coated with niobium carbide (NbC) to resist corrosion. Six were stacked end-to-end and then placed in the seven holes in the graphite modules to create 137-centimeter (54 in) long fuel modules. This time the reactor attained 88 MW for 307 seconds, with an average core exit gas temperature of 2,178 K. The test was marred by three core module failures, but the majority suffered little or no damage. The test was observed by Anderson and delegates to the 1960 Democratic National Convention. At the convention, Anderson added support for nuclear rockets to the Democratic Party platform. The third and final test of the Kiwi A series was conducted on 19 October 1960. The Kiwi A3 engine used 27-inch (69 cm) long cylindrical fuel elements in niobium carbide liners. The test plan called for the engine to be run at 50 MW (half power) for 106 seconds, and then at 92 MW for 250 seconds. The 50 MW power level was achieved with a propellant flow of 2.36 kilograms per second (5.2 lb/s), but exit gas temperature was 1,861 K, which was over 300 K higher than expected. After 159 seconds, the power was increased to 90 MW. To stabilize the exit gas temperature at 2,173 K, the fuel rate was increased to 3.81 kilograms per second (8.4 lb/s). It was later discovered that the neutronic power measuring system was incorrectly calibrated, and the engine was actually run at an average of 112.5 MW for 259 seconds, well above its design capacity. Despite this, the core suffered less damage than in the Kiwi A Prime test. Kiwi A was considered a success as a proof of concept for nuclear rocket engines. It demonstrated that hydrogen could be heated in a nuclear reactor to the temperatures required for space propulsion, and that the reactor could be controlled. Finger went ahead and called for bids from industry for the development of NASA's Nuclear Engine for Rocket Vehicle Application (NERVA) based upon the Kiwi engine design. Rover henceforth became part of NERVA; while Rover dealt with the research into nuclear rocket reactor design, NERVA involved the development and deployment of nuclear rocket engines, and the planning of space missions. ### Kiwi B LASL's original objective had been a 10,000 MW nuclear rocket engine capable of launching 11,000 kilograms (25,000 lb) into a 480 kilometers (300 mi) orbit. This engine was codenamed Condor, after the large flying birds, in contrast to the small flightless Kiwi. However, in October 1958, NASA had studied putting a nuclear upper stage on a Titan I missile, and concluded that in this configuration a 1,000 MW reactor upper stage could put 6,400 kilograms (14,000 lb) into orbit. This configuration was used in studies of Nova, and became the goal of Project Rover. LASL planned to conduct two tests with Kiwi B, an intermediate 1,000 MW design, in 1961 and 1962, followed by two tests of Kiwi C, a prototype engine, in 1963, and have a reactor in-flight test (RIFT) of a production engine in 1964. For Kiwi B, LASL made several design changes to get the required higher performance. The central core was eliminated, the number of coolant holes in each hexagonal fuel element was increased from four to seven, and the graphite reflector was replaced with a 20-centimeter (8 in) thick beryllium one. Although beryllium was more expensive, more difficult to fabricate, and highly toxic, it was also much lighter, resulting in a saving of 1,100 kilograms (2,500 lb). Due to the delay in getting Test Cell C ready, some features intended for Kiwi C were also incorporated in Kiwi B2. These included a nozzle cooled by liquid hydrogen instead of water, a new Rocketdyne turbopump, and a bootstrap start, in which the reactor was started up under its own power only. The test of Kiwi B1A, the last test to use gaseous hydrogen instead of liquid, was initially scheduled for 7 November 1961. On the morning of the test, a leaking valve resulted in a violent hydrogen explosion that blew out the walls of the shed and injured several workers; many suffered ruptured eardrums, and one fractured a heel bone. The reactor was undamaged, but there was extensive damage to the test car and the instrumentation, resulting in the test being postponed for a month. A second attempt on 6 December was aborted when it was discovered that many of the diagnostic thermocouples had been installed backward. Finally, on 7 December, the test got under way. It was intended to run the engine at 270 MW for 300 seconds, but the test was scrammed after only 36 seconds at 225 MW because hydrogen fires started to appear. All the thermocouples performed correctly, so a great deal of useful data was obtained. The average hydrogen mass flow during the full power portion of the experiment was 9.1 kilograms per second (20 lb/s). LASL next intended to test Kiwi B2, but structural flaws were found that required a redesign. Attention then switched to B4, a more radical design, but when they tried to put the fuel clusters into the core, the clusters were found to have too many neutrons, and it was feared that the reactor might unexpectedly start up. The problem was traced to absorption of water from the normally dry New Mexico air during storage. It was corrected by adding more neutron poison. After this, fuel elements were stored in an inert atmosphere. N Division then decided to test with the backup B1 engine, B1B, despite grave doubts about it based on the results of the B1A test, in order to obtain more data on the performance and behavior of liquid hydrogen. On startup on 1 September 1962, the core shook, but reached 880 MW. Flashes of light around the nozzle indicated that fuel pellets were being ejected; it was later determined that eleven had been. Rather than shut down, the testers rotated the drums to compensate, and were able to continue running at full power for a few minutes before a sensor blew and started a fire, and the engine was shut down. Most but not all of the test objectives were met. The next test of the series was of Kiwi B4A on 30 November 1962. A flame flash was observed when the reactor reached 120 MW. Power was increased to 210 MW, and held there for 37 seconds. Power was then increased to 450 MW, but flashes then became frequent, and the engine was shut down after 13 seconds. After the test it was discovered that 97% of the fuel elements were broken. The difficulties of using liquid hydrogen were appreciated, and the cause of the vibration and failures was diagnosed as hydrogen leaking into the gap between the core and the pressure vessel. Unlike a chemical engine that would likely have blown up after suffering damage, the engine remained stable and controllable throughout. The tests demonstrated that a nuclear rocket engine would be rugged and reliable in space. Kennedy visited Los Alamos on 7 December 1962 for a briefing on Project Rover. It was the first time a US president had visited a nuclear weapons laboratory. He brought with him a large entourage that included Lyndon Johnson, McGeorge Bundy, Jerome Wiesner, Harold Brown, Donald Hornig, Glenn Seaborg, Robert Seamans, Harold Finger and Clinton Anderson. The next day, they flew to Jackass Flats, making Kennedy the only president to ever visit a nuclear test site. Project Rover had received \$187 million in 1962, and AEC and NASA were asking for another \$360 million in 1963. Kennedy drew attention to his administration's budgetary difficulties, and his officials and advisors debated the future of Project Rover and the space program in general. Finger assembled a team of vibration specialists from other NASA centers, and along with staff from LASL, Aerojet and Westinghouse, conducted a series of "cold flow" reactor tests using fuel elements without fissionable material. Nitrogen, helium and hydrogen gas was pumped through the engine to induce vibrations. It was determined that they were caused by instability in the way the liquid flowed through the clearance gaps between adjacent fuel elements. A series of minor design changes were made to address the vibration problem. In the Kiwi B4D test on 13 May 1964, the reactor was automatically started and briefly run at full power (990 MW) with no vibration problems. The test had to be terminated after 64 seconds when nozzle tubes ruptured and caused a hydrogen leak around the nozzle that started a fire. Cooldown was performed with both hydrogen and 3,266 kilograms (7,200 lb) of nitrogen gas. On inspection after the test, no damaged fuel elements were found. The final test was the Kiwi B4E test on 28 August in which the reactor was operated for twelve minutes, eight of which were at full power (937 MW). This was the first test to use uranium carbide pellets instead of uranium oxide, with a 0.0508-millimeter (0.002 in) niobium carbide coating. These were found to oxidize on heating, causing a loss of carbon in the form of carbon monoxide gas. To minimize this, the particles were made larger (50 to 150 micrometers (0.0020 to 0.0059 in) in diameter), and given a protective coating of pyrolytic graphite. On 10 September, Kiwi B4E was restarted, and run at 882 MW for two and a half minutes, demonstrating the ability of a nuclear rocket engine to be shut down and restarted. In September 1964, tests were conducted with a Kiwi B4 engine and PARKA, a Kiwi reactor used for testing at Los Alamos. The two reactors were run 4.9 meters (16 ft), 2.7 meters (9 ft) and 1.8 meters (6 ft) apart, and measurements taken of reactivity. These tests showed that neutrons produced by one reactor did indeed cause fissions in another, but that the effect was negligible: 3, 12 and 24 cents respectively. The tests demonstrated that adjacent nuclear rocket engines would not interfere with each other, and could therefore be clustered, just as chemical ones often were. ## Phoebus The next step in LASL's research program was to build a larger reactor. The size of the core determines how much hydrogen, which is necessary for cooling, can be pushed through it; and how much uranium fuel can be loaded into it. In 1960, LASL began planning a 4,000 MW reactor with an 89-centimeter (35 in) core as a successor to Kiwi. LASL decided to name it Phoebe, after the Greek Moon goddess. Another nuclear weapon project already had that name, though, so it was changed to Phoebus, an alternative name for Apollo. Phoebus ran into opposition from SNPO, which wanted a 20,000 MW reactor. LASL thought that the difficulties of building and testing such a large reactor were being taken too lightly; just to build the 4,000 MW design required a new nozzle and improved turbopump from Rocketdyne. A prolonged bureaucratic conflict ensued. In March 1963, SNPO and the Marshall Space Flight Center (MSFC) commissioned Space Technology Laboratories (STL) to produce a report on what kind of nuclear rocket engine would be required for possible missions between 1975 and 1990. These missions included early manned planetary interplanetary round-trip expeditions (EMPIRE), planetary swingbys and flybys, and a lunar shuttle. The conclusion of this nine-volume report, which was delivered in March 1965, and of a follow-up study, was that these missions could be carried out with a 4,100 MW engine with a specific impulse of 825 seconds (8.09 km/s). This was considerably smaller than had originally been thought necessary. From this emerged a specification for a 5,000 MW nuclear rocket engine, which became known as NERVA II. LASL and SNPO came to an agreement that LASL would build two versions of Phoebus: the small Phoebus I, with an 89-centimeter (35 in) core for testing advanced fuels, materials and concepts, and the larger 140-centimeter (55 in) Phoebus II that would serve as a prototype for NERVA II. Both would be based on Kiwi. The focus was placed on achieving more power than was possible with Kiwi units and maintaining the maximum power for a longer duration. The work on Phoebus I was started in 1963, with a total of three engines being built, called 1A, 1B and 1C. Phoebus 1A was tested on 25 June 1965, and run at full power (1,090 MW) for ten and a half minutes. Unfortunately, the intense radiation environment caused one of the capacitance gauges to produce erroneous readings. When confronted by one gauge that said that the hydrogen propellant tank was nearly empty, and another that said that it was quarter full, and unsure which was correct, the technicians in the control room chose to believe the one that said it was quarter full. This was the wrong choice; the tank was indeed nearly empty, and the propellant ran dry. Without liquid hydrogen to cool it, the engine, operating at 2,270 K (2,000 °C), quickly overheated and exploded. About a fifth of the fuel was ejected; most of the rest melted. The test area was left for six weeks to give highly radioactive fission products time to decay. A grader with a rubber squeegee on its plow was used to pile up contaminated dirt so it could be scooped up. When this did not work, a 150 kW (200 hp) vacuum cleaner was used to pick up the dirt. Fragments on the test pad were initially collected by a robot, but this was too slow, and men in protective suits were used, picking up pieces with tongs and dropping then into paint cans surrounded by lead and mounted on small-wheeled dollies. That took care of the main contamination; the rest was chipped, swept, scrubbed, washed or painted away. The whole decontamination effort took four hundred people two months to complete, and cost \$50,000. The average dose of radiation received by the clean up workers was 0.66 rems (0.0066 Sv), while the maximum was 3 rems (0.030 Sv); LASL limited its employees to 5 rems (0.050 Sv) per annum. The next test was of Phoebus 1B. It was powered up on 10 February 1967, and run at 588 MW for two and a half minutes. To avoid a repeat of the mishap that had occurred to Phoebus 1A, a 30,000-liter (8,000 U.S. gal), high pressure 5,200-kilopascal (750 psi) cryogenic storage dewar was installed to provide an emergency liquid hydrogen supply in the event that there was a failure of the primary propellant supply system. A second test was conducted on 23 February 1967, when it was run for 46 minutes, of which 30 minutes were above 1,250 MW, and a maximum power of 1,450 MW and gas temperature of 2,444 K (2,171 °C) was achieved. The test was a success, but some corrosion was found. This was followed by a test of the larger Phoebus 2A. A preliminary low power (2,000 MW) run was conducted on 8 June 1968, then a full power run on 26 June. The engine was operated for 32 minutes, 12.5 minutes of which was above 4,000 MW, and a peak power of 4,082 MW was reached. At this point the chamber temperature was 2,256 K (1,983 °C), and total flow rate was 118.8 kilograms per second (262 lb/s). The maximum power level could not be reached because at this point the temperatures of the clamp band segments connecting the core to the pressure vessel reached their limit of 417 K (144 °C). A third run was conducted on 18 July, reaching a power of 1,280 MW, a fourth later that day, with a power of around 3,500 MW. A puzzling anomaly was that the reactivity was lower than expected. The liquid hydrogen might have overchilled the beryllium reflector, causing it to somehow lose some of its moderating properties. Alternatively, there are two spin isomers of hydrogen: parahydrogen is a neutron moderator but orthohydrogen is a poison, and perhaps the high neutron flux had changed some of the parahydrogen to orthohydrogen. ## Pewee Pewee was the third phase of Project Rover. LASL reverted to bird names, naming it after the North American pewee. It was small, easy to test, and a convenient size for uncrewed scientific interplanetary missions or small nuclear "tugs". Its main purpose was to test advanced fuel elements without the expense of a full-sized engine. Pewee took only nineteen months to develop from when SNPO authorized it in June 1967 to its first full-scale test in December 1968. Pewee had a 53-centimeter (21 in) core containing 36 kilograms (80 lb) 402 fuel elements and 132 support elements. Of the 402 fuel elements, 267 were fabricated by LASL, 124 by the Westinghouse Astronuclear Laboratory, and 11 at the AEC's Y-12 National Security Complex. Most were coated with niobium carbide (NbC) but some were coated with zirconium carbide (ZrC) instead; most also had a protective molybdenum coating. There were concerns that a reactor so small might not achieve criticality, so zirconium hydride (a good moderator) was added, and the thickness of the beryllium reflector was increased to 20 centimeters (8 in). There were nine control drums. The whole reactor, including the aluminum pressure vessel, weighed 2,570 kilograms (5,670 lb). Pewee 1 was started up three times: for check out on 15 November 1968, for a short duration test on 21 November, and for a full power endurance test on 4 December. The full power test had two holds during which the reactor was run at 503 MW (1.2 MW per fuel element). The average exit gas temperature was 2,550 K (2,280 °C), the highest ever recorded by Project Rover. The chamber temperature was 2,750 K (2,480 °C), another record. The test showed that the zircon carbide was more effective at preventing corrosion than niobium carbide. No particular effort had been made to maximize the specific impulse, that not being the reactor's purpose, but Pewee achieved a vacuum specific impulse of 901 seconds (8.84 km/s), well above the target for NERVA. So too was the average power density of 2,340 MW/m<sup>3</sup>; the peak density reached 5,200 MW/m<sup>3</sup>. This was 20% higher than Phoebus 2A, and the conclusion was that it might be possible to build a lighter yet more powerful engine still. LASL took a year to modify the Pewee design to solve the problem of overheating. In 1970, Pewee 2 was readied in Test Cell C for a series of tests. LASL planned to do twelve full-power runs at 2,427 K (2,154 °C), each lasting for ten minutes, with a cooldown to 540 K (267 °C) between each test. SNPO ordered LASL to return Pewee to E-MAD. The problem was the National Environmental Policy Act (NEPA), which President Richard Nixon had signed into law on 1 January 1970. SNPO believed that radioactive emissions were well within the guidelines, and would have no adverse environmental effects, but an environmental group claimed otherwise. SNPO prepared a full environmental impact study for the upcoming Nuclear Furnace tests. In the meantime, LASL planned a Pewee 3 test. This would be tested horizontally, with a scrubber to remove fission products from the exhaust plume. It also planned a Pewee 4 to test fuels, and a Pewee 5 to test afterburners. None of these tests were ever carried out. ## Nuclear Furnace The Nuclear Furnace was a small reactor only a tenth of the size of Pewee that was intended to provide an inexpensive means of conducting tests. Originally it was to be used at Los Alamos, but the cost of creating a suitable test site was greater than that of using Test Cell C. It had a tiny core 146 centimeters (57 in) long and 34 centimeters (13 in) in diameter that held 49 hexagonal fuel elements. Of these, 47 were uranium carbide-zirconium carbide "composite" fuel cells and two contained a seven-element cluster of single-hole pure uranium-zirconium carbide fuel cells. Neither type had previously been tested in a nuclear rocket propulsion reactor. In all, this was about 5 kg of highly enriched (93%) uranium-235. To achieve criticality with so little fuel, the beryllium reflector was over 36 centimeters (14 in) thick. Each fuel cell had its own cooling and moderating water jacket. Gaseous hydrogen was used instead of liquid to save money. A scrubber was developed. The objectives of the Nuclear Furnace tests were to verify the design, and test the new composite fuels. Between 29 June and 27 July 1972, NF-1 was operated four times at full power (44 MW) and a fuel exit gas temperature of 2,444 K (2,171 °C) for a total of 108.8 minutes. The NF-1 was operated 121.1 minutes with a fuel exit gas temperature above 2,222 K (1,949 °C). It also achieved an average power density 4,500 to 5,000 MW/m<sup>3</sup> with temperatures up to 2,500 K (2,230 °C). The scrubber worked well, although some krypton-85 leaked. The Environmental Protection Agency was able to detect minute amounts, but none outside the test range. The tests indicated that composite fuel cells would be good for two to six hours operation at 2,500 to 2,800 K (2,230 to 2,530 °C), which the carbide fuels would give similar performance at 3,000 to 3,200 K (2,730 to 2,930 °C), assuming that problems with cracking could be overcome with improved design. For ten hours of operation, graphite-matrix would be limited to 2,200 to 2,300 K (1,930 to 2,030 °C), the composite could go up to 2,480 K (2,210 °C), and the pure carbide to 3,000 K (2,730 °C). Thus, the test program ended with three viable forms of fuel cell. ## Safety tests In May 1961, Kennedy gave his approval for reactor in-flight tests (RIFT). In response, LASL established a Rover Flight Safety Office, and SNPO created a Rover Flight Safety Panel, which supported RIFT. NASA's RIFT planning called for up to four reactors to fall into the Atlantic Ocean. LASL had to determine what would happen when a reactor hit the water at several thousand kilometers per hour. In particular, it needed to know whether it would go critical or explode when flooded with seawater, a neutron moderator. There was also concern about what would happen when it sank 3.2 kilometers (2 mi) down to the bottom of the Atlantic, where it would be under a crushing pressure. The possible impact on marine life, and indeed what marine life was down there, all had to be considered. LASL started by immersing fuel elements in water. It then went on to conduct a simulated water entry test (SWET) during which a 30-centimeter (12 in) piston was used to force water into a reactor as fast as possible. To simulate an impact, a mock reactor was dropped onto concrete from a height of 23 meters (75 ft). It bounced 4.6 meters (15 ft) in the air; the pressure vessel was dented and many fuel elements were cracked but calculations showed that it would neither go critical nor explode. However, RIFT involved NERVA sitting atop a Saturn V rocket 91 meters (300 ft) high. To find out what would happen if the booster exploded on the launch pad, a mock reactor was slammed into a concrete wall using a rocket sled. The core was compressed by 5%, and calculations showed that the core would indeed go critical and explode, with a force equivalent to about 2 kilograms (4.4 lb) of high explosive, which would likely be negligible compared to the damage caused by an exploding booster. Disturbingly, this was much lower than the 11 kilograms (25 lb) that was predicted theoretically, indicating that the mathematical modeling was deficient. `When it was determined that NERVA was not required for Apollo, and would therefore not be needed until the 1970s, RIFT was postponed, and then canceled entirely in December 1963. Although its reinstatement was frequently discussed, it never occurred. This eliminated the need for further SWET, but concerns remained about the safety of nuclear rocket engines. While an impact or an explosion could not cause a nuclear explosion, LASL was concerned about what would happen if the reactor overheated. A test was devised to create the most devastating catastrophe possible. A special test was devised known as Kiwi-TNT. Normally the control drums rotated at a maximum speed of 45° per second to the fully open position at 180°. This was too slow for the devastating explosion sought, so for Kiwi-TNT they were modified to rotate at 4,000° per second. The test was carried out on 12 January 1965. Kiwi-TNT was mounted on a flatbed railroad car, nicknamed the Toonerville Trolley, and parked 190 meters (630 ft) from Test Cell C. The drums were rotated to the maximum setting at 4,000° per second and the heat vaporized some of the graphite, resulting in a colorful explosion that sent fuel elements flying through the air, followed by a highly radioactive cloud with radioactivity estimated at 1.6 megacuries (59 PBq).` Most of the radioactivity in the cloud was in the form of caesium-138, strontium-92, iodine-134, zirconium-97 and krypton-88, which have short half-lives measured in minutes or hours. The cloud rose 790 meters (2,600 ft) into the air and drifted southwest, eventually blowing over Los Angeles and out to sea. It was tracked by two Public Health Service (PHS) aircraft which took samples. The PHS had issued film badge dosimeters to people living on the edge of the test area, and took milk samples from dairy farms in the cloud's path. They revealed that exposure to people living outside the Nevada Test Site was negligible. Radioactive fallout on the ground also dissipated rapidly. Search teams scoured the area collecting debris. The largest was a piece of the pressure vessel weighing 67 kilograms (148 lb) which was found 230 meters (750 ft) away; another, weighing 44 kilograms (98 lb) was found 520 meters (1,700 ft) away. The explosion was relatively small, estimated as being the equivalent of 90 to 140 kilograms (200 to 300 lb) of black powder. It was far less violent than an explosion of TNT, and hence the large pieces that were found. The test showed that the reactor could not be destroyed in space by blowing it up into small pieces, so another method had to be found for disposing of it at the end of a space mission. LASL decided to take advantage of the engine's restartability to dispose of a nuclear rocket by firing it into a high orbit, so it either left the Solar System entirely or returned centuries later, by which time most of the radioactivity would have decayed away. The Soviet Union protested the test, claiming that it was a nuclear test in violation of the Partial Nuclear Test Ban Treaty, but the US replied that it was a subcritical test involving no explosion. However, the State Department was very unhappy with LASL's Kiwi-TNT designation, as this implied an explosion, and it made it harder to charge the Soviets with violating the treaty. There were three fatal accidents during Project Rover. One worker was killed in a motor vehicle accident. Another died from burns after tipping gasoline on classified computer tapes and setting them alight to dispose of them. A third entered a nitrogen tank and was asphyxiated. ## Cancelation Rover was always a controversial project, and defending it from critics required a series of bureaucratic and political battles. In 1961, the Bureau of the Budget (BOB) and President's Science Advisory Committee (PSAC) mounted a challenge to Rover on the grounds of its cost, but this push was defeated by the JCAE, where Rover enjoyed the staunch support of Anderson and Howard Cannon in the Senate, and Overton Brooks and James G. Fulton in the House. PSAC and BOB tried again in 1964; NASA's budget requests were cut, but Rover emerged intact. In the late 1960s, the rising cost of the Vietnam War put increased pressure on budgets. Newly elected members of the House looked at Rover and NERVA with a critical eye, seeing it as a gateway to an expensive open-ended post-Apollo deep-space exploration program. But Rover retained influential support from Anderson, Cannon and Margaret Chase Smith from Maine in the Senate, and Fulton and George P. Miller (who replaced Brooks as chairman of the United States House Committee on Science, Space, and Technology on the latter's death in September 1961) in the House. Congress defunded NERVA II in the 1967 budget, but Johnson needed Anderson's support for his Medicare legislation, and on 7 February 1967 agreed to provide money for NERVA II from his own contingency fund. Klein, who had succeeded Finger as head of the SNPO in 1967, faced two hours of questioning on NERVA II before the House Committee on Science and Astronautics, which had cut the NASA budget. Defunding NERVA II saved \$400 million, mainly in new facilities that would be required to test it. AEC and NASA acquiesced, because it had been demonstrated that NERVA I could perform the missions expected of NERVA II. NERVA had many potential missions. NASA considered using Saturn V and NERVA on a "Grand Tour" of the Solar System. A rare alignment of the planets that happens every 174 years occurred between 1976 and 1980, allowing a spacecraft to visit Jupiter, Saturn, Uranus and Neptune. With NERVA, that spacecraft could weigh up to 24,000 kilograms (52,000 lb). This was assuming NERVA had a specific impulse of only 825 seconds (8.09 km/s); 900 seconds (8.8 km/s) was more likely, and with that it could place a 77,000-kilogram (170,000 lb) space station the size of Skylab into orbit around the Moon. Repeat trips to the Moon could be made with NERVA powering a nuclear shuttle. There was also the mission to Mars, which Klein diplomatically avoided mentioning, knowing that, even in the wake of the Apollo 11 Moon landing, the idea was unpopular with Congress and the general public. The cost-cutting pressure increased after Nixon replaced Johnson as president in 1969. NASA program funding was reduced in the 1969 budget, shutting down the Saturn V production line, but NERVA remained. Klein endorsed a plan whereby the Space Shuttle lifted a NERVA engine into orbit, then returned for the fuel and payload. This could be repeated, as the NERVA engine was restartable. NERVA retained the steadfast support of Anderson, Cannon and Smith, but Anderson was aging and tiring, and now delegated many of his duties to Cannon. NERVA received \$88 million in fiscal year (FY) 1970 and \$85 million in FY 1971, with funds coming jointly from NASA and the AEC. When Nixon tried to cancel NERVA in 1971, Anderson's and Smith's votes killed Nixon's pet project, the Boeing 2707 supersonic transport. It was a stunning defeat for the president. In the budget for FY 1972, funding for the shuttle was cut, but NERVA survived. Although its budget request was just \$17.4 million, Congress allocated \$69 million; Nixon spent only \$29 million of it. In 1972, Congress again supported NERVA. A bi-partisan coalition headed by Smith and Cannon appropriated \$100 million for it; a NERVA engine that would fit inside the shuttle's cargo bay was estimated to cost about \$250 million over a decade. They added a stipulation that there would be no more reprogramming NERVA funds to pay for other NASA activities. The Nixon administration decided to cancel NERVA anyway. On 5 January 1973, NASA announced that NERVA (and therefore Rover) was terminated. Staff at LASL and the Space Nuclear Systems Office (SNSO), as SNPO had been renamed in 1970, were stunned; the project to build a small NERVA that could be carried on board the Space Shuttle had been proceeding well. Layoffs began immediately, and the SNSO was abolished in June. After 17 years of research and development, Projects Rover and NERVA had spent about \$1.4 billion, but no nuclear-powered rocket has ever flown. ## Legacy ### Nuclear rocket propulsion In 1983, the Strategic Defense Initiative ("Star Wars") identified missions that could benefit from rockets more powerful than chemical rockets, and some that could only be undertaken by such rockets. A nuclear propulsion project, SP-100, was created in February 1983 with the aim of developing a 100 kW nuclear rocket system. The concept incorporated a pebble-bed reactor, a concept developed by James R. Powell at the Brookhaven National Laboratory, which promised higher temperatures and improved performance over NERVA. From 1987 to 1991 it was funded as a secret project codenamed Project Timber Wind. The proposed rocket was later expanded into a larger design after the project was transferred to the Space Nuclear Thermal Propulsion (SNTP) program at the Air Force Phillips Laboratory in October 1991. NASA conducted studies as part of its Space Exploration Initiative (SEI) but felt that SNTP offered insufficient improvement over the nuclear rockets developed by Project Rover, and was not required by any SEI missions. The SNTP program was terminated in January 1994, after about \$200 million was spent. An engine for interplanetary travel from Earth orbit to Mars orbit, and back, was studied in 2013 at the MSFC with a focus on nuclear thermal rocket engines. Since they are at least twice as efficient as the most advanced chemical engines, they allow quicker transfer times and increased cargo capacity. The shorter flight duration, estimated at 3–4 months with nuclear engines, compared to 8–9 months using chemical engines, would reduce crew exposure to potentially harmful and difficult to shield cosmic rays. Nuclear engines like the Pewee of Project Rover, were selected in the Mars Design Reference Architecture (DRA), and on 22 May 2019, Congress approved \$125 million in funding for the development of nuclear rockets. In January 2023, NASA and the Defense Advanced Research Projects Agency (DARPA) announced that they would collaborate on the development of a nuclear thermal rocket engine that would be tested in space to develop nuclear propulsion capability for use in crewed NASA missions to Mars. ### Site rehabilitation With the closure of the SNPO, the Nevada Operations Office of Department of Energy assumed responsibility for Jackass Flats. A radiological survey was carried out in 1973 and 1974, followed by a cleanup of severe radioactive contamination at the RMSF, R-MAD, ETS-1, and Test Cells A and C. The E-MAD was still in use, and was not part of the effort. Between 1978 and 1984, \$1.624 million was spent on clean up activities. Highly contaminated items removed included a Phoebus nozzle, and two 24.9-tonne (27.5-short-ton) and two 14-tonne (15-short-ton) reactor shields from the R-MAD. These were taken to radioactive waste management sites at Area 3 and Area 5. Some 5,563 cubic meters (7,276 cu yd) of contaminated soil and 4,250 cubic meters (5,560 cu yd) of contaminated metal and concrete were also removed for disposal. Another 631 cubic meters (825 cu yd) of clean metal and equipment were removed as salvage. Test Cell A was demolished between December 2004 and July 2005. This involved the removal of toxic and hazardous materials that included asbestos and foil surrounding electrical conduits that contained levels of cadmium above landfill limits. Paint was found to contain polychlorinated biphenyl (PCB), but not above landfill limits. About 27 tonnes (30 short tons) of lead bricks were found in various places and removed. There were also some traces of uranium and plutonium. The main challenge was the demolition of the concrete shield wall containing traces of europium-151, europium-153 and cobalt-59, which neutron absorption transforms into radioactive europium-152, europium-154 and cobalt-60. Care had to be taken to avoid creating hazardous radioactive dust during the demolition of the wall, which was carried out with explosives. Demolition of the R-MAD facility commenced in October 2009 and was completed in August 2010. ## Reactor test summary Source:
1,038,531
Russian battleship Potemkin
1,169,634,391
Russian pre-dreadnought battleship
[ "1900 ships", "1905 Russian Revolution", "Battleships of Russia", "Battleships of the Imperial Russian Navy", "Captured ships", "Conflicts in 1905", "History of Odesa", "Maritime incidents in 1905", "Naval mutinies", "Potemkin mutiny", "Scuttled vessels", "Ships built at Shipyard named after 61 Communards", "Ships built in the Russian Empire", "Ships of the Romanian Naval Forces", "Shipwrecks in the Black Sea", "Shipwrecks of Romania", "World War I battleships of Russia" ]
The Russian battleship Potemkin (Russian: Князь Потёмкин Таврический, romanized: Kniaz Potyomkin Tavricheskiy, "Prince Potemkin of Taurida") was a pre-dreadnought battleship built for the Imperial Russian Navy's Black Sea Fleet. She became famous when the crew rebelled against the officers in June 1905 (during that year's revolution), which is now viewed as a first step towards the Russian Revolution of 1917. The mutiny later formed the basis of Sergei Eisenstein's 1925 silent film Battleship Potemkin. After the mutineers sought asylum in Constanța, Romania, and after the Russians recovered the ship, her name was changed to Panteleimon. She accidentally sank a Russian submarine in 1909 and was badly damaged when she ran aground in 1911. During World War I, Panteleimon participated in the Battle of Cape Sarych in late 1914. She covered several bombardments of the Bosphorus fortifications in early 1915, including one where the ship was attacked by the Ottoman battlecruiser Yavuz Sultan Selim – Panteleimon and the other Russian pre-dreadnoughts present drove her off before she could inflict any serious damage. The ship was relegated to secondary roles after Russia's first dreadnought battleship entered service in late 1915. She was by then obsolete and was reduced to reserve in 1918 in Sevastopol. Panteleimon was captured when the Germans took Sevastopol in May 1918 and was handed over to the Allies after the Armistice in November 1918. Her engines were destroyed by the British in 1919 when they withdrew from Sevastopol to prevent the advancing Bolsheviks from using them against the White Russians. The ship was abandoned when the Whites evacuated the Crimea in 1920 and was finally scrapped by the Soviets in 1923. ## Background and description Planning began in 1895 for a new battleship that would utilise a slipway slated to become available at the Nikolayev Admiralty Shipyard in 1896. The Naval Staff and the commander of the Black Sea Fleet, Vice Admiral K. P. Pilkin, agreed on a copy of the Peresvet-class battleship design, but they were over-ruled by General Admiral Grand Duke Alexei Alexandrovich. The General Admiral decided that the long range and less powerful 10-inch (254 mm) guns of the Peresvet class were inappropriate for the narrow confines of the Black Sea, and ordered the design of an improved version of the battleship Tri Sviatitelia instead. The improvements included a higher forecastle to improve the ship's seakeeping qualities, Krupp cemented armour and Belleville boilers. The design process was complicated by numerous changes demanded by various departments of the Naval Technical Committee. The ship's design was finally approved on 12 June 1897, although design changes continued to be made that slowed the ship's construction. Potemkin was 371 feet 5 inches (113.2 m) long at the waterline and 378 feet 6 inches (115.4 m) long overall. She had a beam of 73 feet (22.3 m) and a maximum draught of 27 feet (8.2 m). The battleship displaced 12,900 long tons (13,100 t), 420 long tons (430 t) more than her designed displacement of 12,480 long tons (12,680 t). The ship's crew consisted of 26 officers and 705 enlisted men. Potemkin had a pair of three-cylinder vertical triple-expansion steam engines, each of which drove one propeller, that had a total designed output of 10,600 indicated horsepower (7,900 kW). Twenty-two Belleville boilers provided steam to the engines at a pressure of 15 atm (1,520 kPa; 220 psi). The 8 boilers in the forward boiler room were oil-fired and the remaining 14 were coal-fired. During her sea trials on 31 October 1903, she reached a top speed of 16.5 knots (30.6 km/h; 19.0 mph). Leaking oil caused a serious fire on 2 January 1904 that caused the navy to convert her boilers to coal firing at a cost of 20,000 rubles. The ship carried a maximum of 1,100 long tons (1,100 t) of coal at full load that provided a range of 3,200 nautical miles (5,900 km; 3,700 mi) at a speed of 10 knots (19 km/h; 12 mph). ### Armament The battleship's main battery consisted of four 40-calibre 12-inch (305 mm) guns mounted in twin-gun turrets fore and aft of the superstructure. The electrically operated turrets were derived from the design of those used by the Petropavlovsk-class battleships. These guns had a maximum elevation of +15° and their rate of fire was very slow, only one round every four minutes during gunnery trials. They fired a 745-pound (337.7 kg) shell at a muzzle velocity of 2,792 ft/s (851 m/s). At an elevation of +10° the guns had a range of 13,000 yards (12,000 m). Potemkin carried 60 rounds for each gun. The sixteen 45-calibre, six-inch (152 mm) Canet Pattern 1891 quick-firing (QF) guns were mounted in casemates. Twelve of these were placed on the sides of the hull and the other four were positioned at the corners of the superstructure. They fired shells that weighed 91.4 lb (41.46 kg) with a muzzle velocity of 2,600 ft/s (792 m/s). They had a maximum range of 12,602 yards (11,523 m) when fired at an elevation of +20°. The ship stowed 160 rounds per gun. Smaller guns were carried for close-range defence against torpedo boats. These included fourteen 50-calibre Canet QF 75-millimetre (3 in) guns: four in hull embrasures and the remaining ten mounted on the superstructure. Potemkin carried 300 shells for each gun. They fired an 11-pound (4.9 kg) shell at a muzzle velocity of 2,700 ft/s (820 m/s) to a maximum range of 7,005 yards (6,405 m). She also mounted six 47-millimetre (1.9 in) Hotchkiss guns. Four of these were mounted in the fighting top and two on the superstructure. They fired a 2.2-pound (1 kg) shell at a muzzle velocity of 1,400 ft/s (430 m/s). Potemkin had five underwater 15-inch (381 mm) torpedo tubes: one in the bow and two on each broadside. She carried three torpedoes for each tube. The model of torpedo in use changed over time; the first torpedo that the ship would have been equipped with was the M1904. It had a warhead weight of 150 pounds (70 kg) and a speed of 33 knots (61 km/h; 38 mph) with a maximum range of 870 yards (800 m). In 1907, telescopic sights were fitted for the 12-inch and 6-inch guns. In that or the following year 2.5-metre (8 ft 2 in) rangefinders were installed. The bow torpedo tube was removed in 1910–1911, as was the fighting top. The following year the main-gun turret machinery was upgraded and the guns were modified to improve their rate of fire to one round every 40 seconds. Two 57-millimetre (2.2 in) anti-aircraft (AA) guns were mounted on Potemkin's superstructure on 3–6 June 1915; they were supplemented by two 75 mm AA guns, one on top of each turret, probably during 1916. In February 1916, the ship's four remaining torpedo tubes were removed. At some point during World War I, her 75 mm guns were also removed. ### Protection The maximum thickness of the Krupp cemented armour waterline belt was nine inches (229 mm) which reduced to eight inches (203 mm) abreast the magazines. It covered 237 feet (72.2 m) of the ship's length and two-inch (51 mm) plates protected the waterline to the ends of the ship. The belt was 7 feet 6 inches (2.3 m) high, of which 5 feet (2 m) was below the waterline, and tapered down to a thickness of five inches (127 mm) at its bottom edge. The main part of the belt terminated in seven-inch (178 mm) transverse bulkheads. Above the belt was the upper strake of six-inch armour that was 156 feet (47.5 m) long and closed off by six-inch transverse bulkheads fore and aft. The upper casemate protected the six-inch guns and was five inches thick on all sides. The sides of the turrets were ten inches (254 mm) thick and they had a two-inch roof. The conning tower's sides were nine inches thick. The nickel-steel armour deck was two inches thick on the flat amidships, but 2.5 inches (64 mm) thick on the slope connecting it to the armour belt. Fore and aft of the armoured citadel, the deck was three inches (76 mm) to the bow and stern. In 1910–1911, additional one-inch (25 mm) armour plates were added fore and aft; their exact location is unknown, but they were probably used to extend the height of the two-inch armour strake at the ends of the ship. ## Construction and career Construction of Potemkin began on 27 December 1897 and she was laid down at the Nikolayev Admiralty Shipyard on 10 October 1898. She was named in honour of Prince Grigory Potemkin, a Russian soldier and statesman. The ship was launched on 9 October 1900 and transferred to Sevastopol for fitting out on 4 July 1902. She began sea trials in September 1903 and these continued, off and on, until early 1905 when her gun turrets were completed. ### Mutiny During the Russo-Japanese War of 1904–1905, many of the Black Sea Fleet's most experienced officers and enlisted men were transferred to the ships in the Pacific to replace losses. This left the fleet with primarily raw recruits and less capable officers. With the news of the disastrous Battle of Tsushima in May 1905, morale dropped to an all-time low, and any minor incident could be enough to spark a major catastrophe. Taking advantage of the situation, plus the disruption caused by the ongoing riots and uprisings, the Central Committee of the Social Democratic Organisation of the Black Sea Fleet, called "Tsentralka", had started preparations for a simultaneous mutiny on all of the ships of the fleet, although the timing had not been decided. On 27 June 1905, Potemkin was at gunnery practice near Tendra Spit off the Ukrainian coast when many enlisted men refused to eat the borscht made from rotten meat infested with maggots. Brought aboard the warship the previous day from shore suppliers, the carcasses had been passed as suitable for eating by the ship's senior surgeon Dr Sergei Smirnov after several perfunctory examinations. The uprising was triggered when Ippolit Giliarovsky, the ship's second in command, allegedly threatened to shoot crew members for their refusal. He summoned the ship's marine guards as well as a tarpaulin to protect the ship's deck from any blood in an attempt to intimidate the crew. Giliarovsky was killed after he mortally wounded Grigory Vakulinchuk, one of the mutiny's leaders. The mutineers killed seven of the Potemkin's eighteen officers, including Captain Evgeny Golikov (ru), Executive Officer Giliarovsky and Surgeon Smirnov; and captured the accompanying torpedo boat Ismail (No. 267). They organised a ship's committee of 25 sailors, led by Afanasi Matushenko, to run the battleship. The committee decided to head for Odessa flying a red flag and arrived there later that day at 22:00. A general strike had been called in the city and there was some rioting as police tried to quell the strikers. The following day the mutineers refused to supply a landing party to help the striking revolutionaries take over the city, preferring instead to await the arrival of the other battleships of the Black Sea Fleet. Later that day the mutineers aboard Potemkin captured a military transport, Vekha, that had arrived in the city. The riots continued as much of the port area was destroyed by fire. On the afternoon of 29 June, Vakulinchuk's funeral turned into a political demonstration and the army attempted to ambush the sailors who participated in the funeral. In retaliation, Potemkin fired two six-inch shells at the theatre where a high-level military meeting was scheduled to take place, but missed. Vice Admiral Grigoriy Chukhnin, commander of the Black Sea Fleet, issued an order to send two squadrons to Odessa either to force Potemkin's crew to give up or sink the battleship. Potemkin sortied on the morning of 30 June to meet the three battleships Tri Sviatitelia, Dvenadsat Apostolov, and Georgii Pobedonosets of the first squadron, but the loyal ships turned away. The second squadron arrived with the battleships Rostislav and Sinop later that morning, and Vice Admiral Aleksander Krieger, acting commander of the Black Sea Fleet, ordered the ships to proceed to Odessa. Potemkin sortied again and sailed through the combined squadrons as Krieger failed to order his ships to fire. Captain Kolands of Dvenadsat Apostolov attempted to ram Potemkin and then detonate his ship's magazines, but he was thwarted by members of his crew. Krieger ordered his ships to fall back, but the crew of Georgii Pobedonosets mutinied and joined Potemkin. The following morning, loyalist members of Georgii Pobedonosets retook control of the ship and ran her aground in Odessa harbour. The crew of Potemkin, together with Ismail, decided to sail for Constanța later that day where they could restock food, water and coal. The Romanians refused to provide the supplies, backed by the presence of their small protected cruiser Elisabeta, so the ship's committee decided to sail for the small, barely defended port of Theodosia in the Crimea where they hoped to resupply. The ship arrived on the morning of 5 July, but the city's governor refused to give them anything other than food. The mutineers attempted to seize several barges of coal the following morning, but the port's garrison ambushed them and killed or captured 22 of the 30 sailors involved. They decided to return to Constanța that afternoon. Potemkin reached its destination at 23:00 on 7 July and the Romanians agreed to give asylum to the crew if they would disarm themselves and surrender the battleship. Ismail's crew decided the following morning to return to Sevastopol and turn themselves in, but Potemkin's crew voted to accept the terms. Captain Nicolae Negru, commander of the port, came aboard at noon and hoisted the Romanian flag and then allowed the ship to enter the inner harbor. Before the crew disembarked, Matushenko ordered that Potemkin's Kingston valves be opened so she would sink to the bottom. ### Later service When Rear Admiral Pisarevsky reached Constanța on the morning of 9 July, he found Potemkin half sunk in the harbour and flying the Romanian flag. After several hours of negotiations with the Romanian government, the battleship was handed over to the Russians. Later that day the Russian Navy Ensign was raised over the battleship. She was then easily refloated by the navy, but the salt water had damaged her engines and boilers. The ship left Constanța on 10 July, having to be towed back to Sevastopol, where she arrived on 14 July. The ship was renamed Panteleimon (Russian: Пантелеймон), after Saint Pantaleon, on 12 October 1905. Some members of Panteleimon's crew joined a mutiny that began aboard the protected cruiser Ochakov (ru) in November, but it was easily suppressed as both ships had been earlier disarmed. Panteleimon received an experimental underwater communications set in February 1909. Later that year, she accidentally rammed and sank the submarine Kambala (ru) at night on 11 June [according to Russian sources, Kambala sank in a collision with Rostislav, not with Panteleimon, killing the 16 crewmen aboard the submarine]. While returning from a port visit to Constanța in 1911, Panteleimon ran aground on 2 October. It took several days to refloat her and make temporary repairs, and the full extent of the damage to its bottom was not fully realised for several more months. The ship participated in training and gunnery exercises for the rest of the year; a special watch was kept to ensure that no damaged seams were opened during firing. Permanent repairs, which involved replacing its boiler foundations, plating, and a large number of its hull frames, lasted from 10 January to 25 April 1912. The navy took advantage of these repairs to overhaul Panteleimon's engines and boilers. ### World War I Panteleimon, flagship of the 1st Battleship Brigade, accompanied by the pre-dreadnoughts Evstafi, Ioann Zlatoust, and Tri Sviatitelia, covered the pre-dreadnought Rostislav while she bombarded Trebizond on the morning of 17 November 1914. They were intercepted the following day by the Ottoman battlecruiser Yavuz Sultan Selim (the ex-German SMS Goeben) and the light cruiser Midilli (the ex-German SMS Breslau) on their return voyage to Sevastopol in what came to be known as the Battle of Cape Sarych. Despite the noon hour the conditions were foggy; the capital ships initially did not spot each other. Although several other ships opened fire, hitting the Yavuz Sultan Selim once, Panteleimon held her fire because her turrets could not see the Ottoman ships before they disengaged. Tri Sviatitelia and Rostislav bombarded Ottoman fortifications at the mouth of the Bosphorus on 18 March 1915, the first of several attacks intended to divert troops and attention from the ongoing Gallipoli campaign, but fired only 105 rounds before sailing north to rejoin Panteleimon, Ioann Zlatoust and Evstafi. Tri Sviatitelia and Rostislav were intended to repeat the bombardment the following day, but were hindered by heavy fog. On 3 April, Yavuz Sultan Selim and several ships of the Ottoman navy raided the Russian port at Odessa; the Russian battleship squadron sortied to intercept them. The battleships pursued Yavuz Sultan Selim the entire day, but were unable to close to effective gunnery range and were forced to break off the chase. On 25 April Tri Sviatitelia and Rostislav repeated their bombardment of the Bosphorus forts. Tri Sviatitelia, Rostislav and Panteleimon bombarded the forts again on 2 and 3 May. This time a total of 337 main-gun rounds were fired in addition to 528 six-inch shells between the three battleships. On 9 May 1915, Tri Sviatitelia and Panteleimon returned to bombard the Bosphorus forts, covered by the remaining pre-dreadnoughts. Yavuz Sultan Selim intercepted the three ships of the covering force, although no damage was inflicted by either side. Tri Sviatitelia and Pantelimon rejoined their consorts and the latter scored two hits on Yavuz Sultan Selim before it broke off the action. The Russian ships pursued it for six hours before giving up the chase. On 1 August, all of the Black Sea pre-dreadnoughts were transferred to the 2nd Battleship Brigade, after the more powerful dreadnought Imperatritsa Mariya entered service. On 1 October the new dreadnought provided cover while Ioann Zlatoust and Pantelimon bombarded Zonguldak and Evstafi shelled the nearby town of Kozlu. The ship bombarded Varna twice in October 1915; during the second bombardment on 27 October, she entered Varna Bay and was unsuccessfully attacked by two German submarines stationed there. Panteleimon supported Russian troops in early 1916 as they captured Trebizond and participated in an anti-shipping sweep off the north-western Anatolian coast in January 1917 that destroyed 39 Ottoman sailing ships. On 13 April 1917, after the February Revolution, the ship was renamed Potemkin-Tavricheskiy (Потёмкин-Таврический), and then on 11 May was renamed Borets za svobodu (Борец за свободу – Freedom Fighter). ### Reserve and decommissioning Borets za Svobodu was placed in reserve in March 1918 and was captured by the Germans at Sevastopol in May. They handed the ship over to the Allies in December 1918 after the Armistice. The British wrecked her engines on 19 April 1919 when they left the Crimea to prevent the advancing Bolsheviks from using her against the White Russians. Thoroughly obsolete by this time, the battleship was captured by both sides during the Russian Civil War, but was abandoned by the White Russians when they evacuated the Crimea in November 1920. Borets za Svobodu was scrapped beginning in 1923, although she was not stricken from the Navy List until 21 November 1925. ## Legacy The immediate effects of the mutiny are difficult to assess. It may have influenced Tsar Nicholas II's decisions to end the Russo-Japanese War and accept the October Manifesto, as the mutiny demonstrated that his régime no longer had the unquestioning loyalty of the military. The mutiny's failure did not stop other revolutionaries from inciting insurrections later that year, including the Sevastopol Uprising. Vladimir Lenin, leader of the Bolshevik Party, called the 1905 Revolution, including the Potemkin mutiny, a "dress rehearsal" for his successful revolution in 1917. The communists seized upon it as a propaganda symbol for their party and unduly emphasised their role in the mutiny. In fact, Matushenko explicitly rejected the Bolsheviks because he and the other leaders of the mutiny were socialists of one type or another and cared nothing for communism. The mutiny was memorialised most famously by Sergei Eisenstein in his 1925 silent film Battleship Potemkin, although the French silent film La Révolution en Russie (Revolution in Russia or Revolution in Odessa, 1905), directed by Lucien Nonguet was the first film to depict the mutiny, preceding Eisenstein's far more famous film by 20 years. Filmed shortly after the Bolshevik victory in the Russian Civil War of 1917–1922, with the derelict Dvenadsat Apostolov standing in for the broken-up Potemkin, Eisenstein recast the mutiny into a predecessor of the October Revolution of 1917 that swept the Bolsheviks to power. He emphasised their role, and implied that the mutiny failed because Matushenko and the other leaders were not better Bolsheviks. Eisenstein made other changes to dramatise the story, ignoring the major fire that swept through Odessa's dock area while Potemkin was anchored there, combining the many different incidents of rioters and soldiers fighting into a famous sequence on the steps (today known as the Potemkin Stairs), and showing a tarpaulin thrown over the sailors to be executed. In accordance with the Marxist doctrine that history is made by collective action, not individuals, Eisenstein forbore to single out any person in his film, but rather focused on the "mass protagonist". Soviet film critics hailed this approach, including the dramaturge and critic, Adrian Piotrovsky, writing for the Leningrad newspaper Krasnaia gazeta: > The hero is the sailors' battleship, the Odessa crowd, but characteristic figures are snatched here and there from the crowd. For a moment, like a conjuring trick, they attract all the sympathies of the audience: like the sailor Vakulinchuk, like the young woman and child on the Odessa Steps, but they emerge only to dissolve once more into the mass. This signifies: no film stars but a film of real-life types. Similarly, theatre critic Alexei Gvozdev wrote in the journal Artistic Life (Zhizn ikusstva): "In Potemkin there is no individual hero as there was in the old theatre. It is the mass that acts: the battleship and its sailors and the city and its population in revolutionary mood." The last survivor of the mutiny was Ivan Beshoff, who died on 24 October 1987 at the age of 102 in Dublin, Ireland.
25,054,865
Dutch 1913 battleship proposal
1,160,276,186
Dutch proposal to build new battleships
[ "1913 in military history", "1913 in the Netherlands", "Abandoned military projects of the Netherlands", "Battleships of the Royal Netherlands Navy", "Cancelled ships", "Military history of the Dutch East Indies", "Proposed ships of the Royal Netherlands Navy" ]
A Dutch proposal to build new battleships was originally tendered in 1912, after years of concern over the expansion of the Imperial Japanese Navy and the withdrawal of allied British warships from the China Station. Only four coastal defense ships were planned, but naval experts and the Tweede Kamer (lower house of the parliament) believed that acquiring dreadnoughts would provide a stronger defense for the Nederlands-Indië (Netherlands East Indies, abbr. NEI), so a Royal Commission was formed in June 1912. The Royal Commission reported in August 1913. It recommended that the Koninklijke Marine (Royal Netherlands Navy) acquire nine dreadnought-type battleships to protect the NEI from attack and help guarantee the country's neutrality in Europe. Five of these would be based in the colony, while the other four would operate out of the Netherlands. Seven foreign companies submitted designs for the contract; naval historians believe that a 26,850-long-ton (27,280 tonne) ship, whose design was submitted by the German firm Friedrich Krupp Germaniawerft, would have been eventually selected. The Royal Commission's proposal led to a debate between senior officers in the Navy and the Koninklijke Landmacht (Royal Netherlands Army) over how to best protect the NEI, and the question of how the cost of the ships should be split between the Netherlands and the NEI also was not settled until July 1914. After considering the recommendations, the Dutch Government decided to acquire four battleships, and a bill seeking funding for them was introduced into the Dutch parliament in August 1914. However, this was withdrawn following the outbreak of the First World War that month. A new royal commission into Dutch defense needs held after the war did not recommend that battleships be procured and none were ever ordered. ## Background During the early years of the 20th century, the Dutch became concerned about their ability to defend their colonial empire in the NEI from foreign aggressors. Fears of an eventual Japanese attack developed following the total defeat of the Russian Pacific and Baltic Fleets in the Russo–Japanese War. Moreover, the withdrawal of most of the British China Station's warships in 1905 meant that there was no credible force in the Pacific to deter the Imperial Japanese Navy, which had been victorious over the Russians and was building powerful cruisers armed with 300 mm (12 in) guns. At the time, the Dutch naval force in the NEI, the Dutch Squadron in the East Indies, was widely seen as inadequate. It comprised a small number of destroyers, ironclads and armored cruisers, most of which were not battle-worthy. In response to the perceived threat of Japanese attack, the Dutch laid down a coastal defense ship, , and eight destroyers of the Wolf class, while beginning plans for other ships. In addition, a submarine for the colony was approved in 1911. Four coast defense ships were projected in one of the two major bills to come before the House of Representatives in 1912. Specifications for these ships included an armament of four 280-mm (11-inch) and ten 102-mm (4-inch) guns and three torpedo tubes and they would have been armored with a belt of 152-mm (6-inch) and turret armor of 203 mm (8 inches). Two triple-expansion engines generating 10,000 indicated horsepower would drive the ships through the water at 18 knots (21 mph; 33 km/h). One ship of this design was very close to being authorized in 1912, but it was felt by experts and the House of Representatives that the Netherlands would be better served by constructing dreadnoughts of a type similar to the Spanish España class. Further plans for coast-defense ships were shelved pending the findings of a Royal Commission, formed on 5 June 1912. Its goal was to assess the steps needed to improve the defenses of the East Indies. Meanwhile, in September 1912 the Navy Minister, Hendrikus Colijn, contacted the German firm Friedrich Krupp Germaniawerft and asked them to prepare a design for dreadnought battleships suited to the NEI. Germaniawerft submitted their design to the Royal Netherlands Navy on 25 September 1912. The proposed ships were generally similar to the German Kaiser class, but with eight 343 mm (13.5 in) L/50 guns in four turrets mounted en echelon rather than ten 305 mm (12.0 in) guns in five turrets, and two fewer 150 mm (5.9 in) medium guns. The proposed Dutch ships were 1 knot (1.9 km/h) faster and had a longer range, at the expense of lighter armor protection, similar to that used in contemporary German battlecruisers. By the time the design was proposed the Dutch authorities had decided that mounting the armament en echelon was inferior to superfiring turrets, and asked Germaniawerft to submit a revised design incorporating this armament, enhanced ammunition storage and other minor improvements. ## Proposal The Royal Commission handed its findings and recommendations to the government in August 1913. It concluded that international relations were deteriorating in the Pacific and there was an increased risk of the NEI becoming involved in a war between western and Asian powers. As a result, the Commission argued that the Netherlands should develop a powerful fleet of warships to enforce Dutch neutrality and offer a credible defense should any nation attack the NEI or the home country itself. The Commission was very specific in its call for nine dreadnoughts, stating that they should be ships of 20,668 long tons (23,148 short tons; 21,000 t), possessing a speed of 21 knots (24 mph; 39 km/h), and mounting eight 340 mm (13 in) guns, sixteen 150 mm (5.9 in), and twelve 75 mm (3.0 in) guns. It was also recommended that the fleet include six 1,200 long tons (1,300 short tons; 1,200 t) "torpedo cruisers"—believed by Conway's to be closer to large destroyers—eight 500 long tons (560 short tons; 510 t) destroyers (a role which would be filled by the Fret class), eight torpedo boats (also already completed, though they were old), eight large submarines and two large minelayers. This ambitious plan was estimated to cost nearly ƒ17,000,000 each year for the next 35 (until 1949), adding up to about ƒ595,000,000; this would triple the Navy's budget. The Commission recommended that the cost of the fleet be partially offset by reducing the size of the 'Koninklijk Nederlands Indisch Leger' (Royal Dutch East Indies Army) as the Navy would provide a stronger defense from attack than the Army could. The requirement for nine battleships was determined by the defense needs of both the Netherlands and NEI. The Commission recommended that four battleships be active at all times in the NEI, with a fifth ship held in reserve there. The remaining four battleships would be based in the Netherlands. Ships sent to the NEI would return to Europe after twelve years in the tropics and complete another eight years service before being scrapped. The Dutch Navy would need a significant manpower expansion of 2,800 sailors to crew all of the proposed battleships. The Commission believed that it was unlikely that sufficient Dutch citizens would volunteer, and that as a result Indonesian sailors should be recruited and trained for service in the NEI. Strong segregation between white and Indonesian sailors was to be maintained to the maximum extent practical for unit efficiency. One member of the Commission, the chief accountant of the Ministry of Finance, A. van Gijn, objected to the report's conclusions. He provided a note to Queen Wilhelmina, which argued that advocates of building large warships had forced their views on the other members of the commission. Moreover, he believed that the proposed fleet would be inadequate given the rapid naval expansion being undertaken by the major powers, and that if it was adopted there would be a requirement to buy further dreadnoughts in order to keep pace. This note was included as an appendix to the Commission's report. The Royal Commission's proposals were extensively debated. Hendrick van Kol, who was one of the leaders of the Social Democratic Workers' Party, argued that building up a strong fleet would hinder Dutch neutrality by making it impossible to avoid battle with foreign fleets which passed through NEI waters en route to other destinations. Other critics of the plan believed that it would be unwise for the Netherlands to join the naval arms race which was taking place in Europe at the time, and that competition between the major powers meant that none of them would allow another nation to occupy either the Netherlands or the NEI. The Dutch Army also opposed the development of a strong fleet in the NEI, arguing that a land force centered on Java would be better able to mount a prolonged resistance against a large invasion force and that reducing the size of the Army to fund the fleet would leave it unable to suppress insurrections. The Governor-General of the NEI, Alexander Willem Frederik Idenburg, argued that both a stronger Army and Navy were necessary, and advocated for seven battleships to be stationed in the Indies. He believed that the cost of this alternative could be managed by reducing the planned battleship force in European waters to three small ships. Other supporters of the proposal, led by the Onze Vloot ("Our Fleet") naval advocacy association, argued that it was necessary to build a strong fleet which was capable of defending the NEI as the loss of the colonial empire would greatly damage the Dutch economy and reduce the country's prestige. The Dutch Naval staff also debated the relative merits of torpedo boats and battleships, and concluded that while small craft and submarines were suitable for defending the Netherlands, large warships were needed to effectively protect the sprawling East Indies. After considering the Royal Commission's recommendations the Dutch Government decided to purchase four battleships. All the ships were to be permanently stationed in the NEI, and none would be used in European waters. The ships were larger than those proposed by the commission, however. Idenburg opposed this decision, and unsuccessfully argued for at least a fifth battleship to be built. In October 1913 it was rumored that the Government was about to order the first ship, and that it would be paid for by a loan borne by NEI. ## Design Germaniawerft submitted a revised battleship design (designated Project No. 753) to the Dutch Navy on 4 March 1913, well before the Royal Commission reported back to the Government. As requested, the new design mounted its main armament in superfiring turrets. Other changes included an increase in the number of 150 mm (5.9 in) guns to sixteen, a 0.5 knots (0.93 km/h) faster maximum speed, different armor protection, replacement of two of the side-launching torpedo tubes with a single stern tube and an increase in the number of rounds carried for each gun from 60 to 100 for the main armament and 100 to 150 for the medium guns. The new design also had a single funnel and a tripod mast that supported a director tower. Displacement was increased from 19,535 tons to 20,040 tons. Germaniawerft submitted a modified version of this design later in the year which increased the ships' displacement to 20,700 tons and substituted eight 343 mm (13.5 inch) L/45 guns mounted in two quadruple turrets which were better protected than the four double turrets in the Project No. 753 proposal. This design was not accepted, however. A meeting chaired by the Navy Minister, Jean Jacques Rambonnet, was held on 10 November 1913 to finalize the battleships' specifications. It was decided that the ships would be armed with eight 343 mm (13.5 inch) L/45 guns in four superfiring turrets mounted on the centerline, a secondary armament of sixteen 150 mm (5.9 inch) and twelve 75 mm (2.9 inch) guns and at least two, possibly four, 533 mm (21 inch) side-launching submerged torpedo tubes and a single stern torpedo tube. The ships were to have a speed of at least 21 knots (39 km/h) and an endurance of more than 5,000 nautical miles (9,300 km) at 12 knots (22 km/h). They would be propelled by oil-fired boilers powering turbines and three or four propeller shafts. Armor protection would comprise a main belt at least 250 mm (9.8 inches) thick and at least 300 mm (11.8 inches) over the gun turrets and conning tower. A crew of 110 officers and petty officers and 750 ratings was envisioned, and designers were permitted to reduce the armor protection at ships' bow and stern to save weight for improvements to crew living conditions if necessary. On 13 March 1914 the Dutch Government altered the battleships' specifications to require a displacement of 25,000 tons, main armament of 356 mm (14 inch) guns, speed of 22 knots (25 mph; 41 km/h) and endurance of 6,000 nautical miles (6,900 mi; 11,000 km). The specified speed was faster than normal for contemporary battleships and their belt armor protection was relatively thin. These characteristics were meant to aid the ships in fighting on the Java Sea; with the good visibility common in that area, naval battles could—and most likely would—be fought at a longer range than would be feasible in other areas like the North Sea, meaning that more shells would strike the deck rather than the belt. Eleven firms or groups of firms were invited to tender to build the ships, with proposals due on 4 June 1914. Proposals were received from seven firms; Germaniawerft, Blohm & Voss, AG Vulcan in cooperation with Bethlehem Steel and AG Weser from Germany as well as the British firms Sir W G Armstrong Whitworth & Co, Fairfield Shipbuilding and Engineering Company and Vickers. It is believed that Armstrong submitted at least five different designs. As Dutch shipyards lacked the capability to build large battleships, the ships would have been constructed abroad. The proposal from Germaniawerft (designated Project No. 806) is regarded by both Conway's and historian Anthonie van Dijk as being the most likely to have been selected. This design envisioned 24,605 long ton ships with a length of 184 meters (604 ft), beam of 28 meters (92 ft) and draft of 9 meters (30 ft). The main armament of eight 356 mm guns was to be mounted in four superfiring turrets, while the sixteen 150 mm guns would be placed in casemates about 6 meters (20 ft) above the waterline. Their machinery would include six double-ended boilers and one single-ended boiler and three turbine sets were to drive three propeller shafts. Armor would have included a belt of 250 mm amidships and 150 mm to fore and aft. Germaniawerft reserved the right to subcontract Blohm & Voss to build some of the ships and offered a delivery time for the first ship of 28 months following the date the order was made. Other major proposals included the ones from Blohm & Voss and Vickers. While both included the same armament as Germania, the former design had a smaller displacement—26,055 long tons (26,473 metric tons) versus 28,033 long tons (28,483 t)—and devoted a greater amount of weight to protection: 8,974 long tons (9,118 t, 34.8% of the displacement), versus 8,820 long tons (8,960 t, 31.77%). Blohm & Voss' design included a belt starting at 150 mm in the bow, increasing to 250 mm, then tapering to 100 millimeters (3.9 in) in the stern. It would have been powered by six double-ended coal boilers with oil burners alongside. These boilers would have generated 38,000 shaft horsepower (shp) to drive four propellers, giving the ships a maximum speed of 22 knots (25 mph; 41 km/h). Only one rudder would have been fitted. The Vickers design had a shorter belt of 250 mm amidships, and would have used 15 boilers with oil burners to provide 34,000 shp and the same 22 knots. ### Weight distribution ## Debate over costs There was an extensive debate over how to divide the cost of the proposed fleet between the Netherlands and NEI. The members of the Royal Commission were split on this question; while a minority preferred an equal division, the majority wanted the NEI to pay most of the costs. The public debate on this issue was centered on the questions of who should pay for the ships and who would make the greatest profits from the NEI remaining under Dutch rule. Arguments against the NEI paying for the ships included that the resources required were needed to fund economic and social development and that the cost of the ships would increase opposition to Dutch rule, thereby worsening the security situation in the East Indies. Some critics of the plan also argued that it was unreasonable to expect the Dutch subjects in the NEI to pay for ships intended to prolong colonial rule. In contrast, Onze Vloot published pamphlets which claimed that Dutch rule was seen as beneficial in the NEI, and that both white and Asian residents of the islands would be willing to pay for the ships as they were necessary to guarantee its continuation. These pamphlets also argued that the cost of the ships was modest compared to the NEI's economic output. In order to avoid a confrontation over the naval budget, the Dutch Government postponed parliamentary discussions of the Royal Commission's recommendations during 1913 and early 1914. By this time Onze Vloot's campaign in support of the fleet had gained considerable momentum. In late 1913 the Government accepted an offer made by representatives of the Dutch business community to contribute 120,000 guilders towards the cost of a second battleship once parliament approved funding for the first ship. Despite this, the Government continued to delay submitting a plan for the defense of the NEI to parliament, though work continued on it. The main difficulty remained the question of how to pay for the fleet. The Minister of the Colonies, Thomas B. Pleyte, believed that the NEI's population needed to be sheltered from the cost of the ships to the extent possible so that funding for welfare projects was not reduced or taxes increased from what were already high levels. In 1914 he settled on a plan under which the necessary revenue would be raised through increasing the taxes on export duties and freight moved by privately owned railways and ships. A bill setting out arrangements for funding and building the fleet was finalized in mid-July 1914. At this time the Navy had not yet settled on a final battleship design. It was planned that the first ship's keel would be laid in December 1914 and fitting out be completed sometime in 1918. The bill was not immediately introduced into parliament, however, as Idenburg was given until 10 August to comment on it. The outbreak of the First World War led to the bill being withdrawn due to the uncertain international circumstances and the impossibility of buying battleships from foreign shipbuilders in wartime. Instead, the Government ordered three Java-class cruisers in 1915, though only two were completed. ## Aftermath A new Royal Commission into the defense of the Netherlands and NEI was held during 1920 and 1921. This Commission did not recommend that any battleships be constructed; instead it proposed that all ships under construction as at 31 December be completed along with a further two cruisers, 12 destroyers and 16 submarines. This plan was considered unaffordable, however, especially given the strength of the disarmament movement internationally. A Navy Bill to fund a reduced version of the Royal Commission's proposal was introduced to parliament in November 1921, but was eventually defeated by a single vote in October 1923. Renewed Dutch concerns over Japanese aggression in the late 1930s led to a proposal to build three Design 1047 battlecruisers for service in the NEI, but construction of these ships had not begun when the Netherlands was overrun by German forces in May 1940.
47,102,314
Perijá tapaculo
1,121,783,838
Passerine bird in Rhinocryptidae family, endemic to Colombia and Venezuela
[ "Articles containing video clips", "Birds described in 2015", "Birds of the Serranía del Perijá", "Páramo fauna", "Scytalopus" ]
The Perijá tapaculo (Scytalopus perijanus) is a species of passerine bird in the family Rhinocryptidae (tapaculos). Endemic to the Serranía del Perijá mountain range on the Colombia–Venezuela border, the Perijá tapaculo is found at altitudes of 1,600–3,225 metres (5,200–10,600 feet). Its body is 10 to 12 centimetres (3.9 to 4.7 inches) long and its tail is about 4 cm (1.6 in) long. Specimens have long been stored in museums, but the species was described only in 2015 based on sixteen specimens found between July 2008 and February 2009. It is considered vulnerable to extinction. Adults have neutral grey heads, brown necks, brown-sepia striped backs, and grey-white bellies, breasts, and throats. Males have some buff markings on their breasts, and less sharp brown spots on their napes than females. The Perijá tapaculo is a secretive bird and therefore difficult to observe; as a result its ecology is poorly known. It feeds on insects and reproduces between April and July. Its range is partially within Chamicero de Perijá Bird Reserve in Colombia and the Sierra de Perijá National Park in Venezuela. ## Taxonomy Tapaculos are the most primitive family of suboscines, divided into 12 genera containing 60 species. Scytalopus, the genus to which the Perijá tapaculo belongs, has an abundance of similar species, many of which are difficult to classify through appearance. Some individual species from other genera are like Scytalopus in size and plumage, but have different behaviour and morphological features. Vocal studies and mitochondrial DNA analysis are often used to differentiate between species within the genus; a number of visually identical species previously classified as subspecies of the Magellanic tapaculo (S. magellanicus) have been identified through these methods, and the majority of subspecies within the genus have subsequently been reclassified as separate species. Between 1941 and 1942, American ornithologist Melbourne Armstrong Carriker collected 27 specimens of the Perijá tapaculo in six locations on the western side of the Serranía del Perijá. He identified them as specimens of the white-crowned tapaculo (S. atratus), despite size and colour differences, and sent them to the National Museum of Natural History in Washington, D.C. In 1953, the specimens began to attract the attention of biologists, and were successively identified as the brown-rumped tapaculo (S. latebricola), the Caracas tapaculo (S. caracae), and the Mérida tapaculo (S. meridanus). Some further believed that the specimens could belong to an undescribed species, or constitute a subspecies of the pale-bellied tapaculo (S. griseicollis) or the Mérida tapaculo based on morphological studies, but they were never classified as any of these. In September 2006, biologists Juan Pablo López and Alexander Cortés Diago found two specimens in a cloud forest at an altitude of 2,450 m (8,000 ft) on the western side of the Serranía del Perijá in Colombia, but the information collected was insufficient to identify a new species. Between July 2008 and February 2009, sixteen new specimens were collected in an area previously explored by Carriker. New vocal, morphological, genetic, and ecological studies of these specimens confirmed that they constituted a new species, Scytalopus perijanus, first described by Jorge Enrique Avendaño et al. on 11 March 2015 following a three-year expedition, and accepted by the South American Classification Committee. The Latin word perijanus refers to the Serranía del Perijá mountain range, and the genus name Scytalopus comes from the Greek skutale (stick) and pous (foot). The type specimen of the Perijá tapaculo, an adult male, was found in the Serranía del Perijá near the El Cinco vereda of Manaure, Cesar Department, Colombia, at an altitude of 2,450 m (8,000 ft). Avendaño lured the specimen by playing a recording of its song on 10 July 2008 at the edge of a montane forest. Sequence analysis of the mitochondrial gene ND2 from the Perijá tapaculo showed that its nearest relatives are the brown-rumped tapaculo, Caracas tapaculo, and Mérida tapaculo. ## Description The Perijá tapaculo is a small bird, 10 to 12 cm (3.9 to 4.7 in) in length with an average mass of 17 to 18 grams (about 0.6 oz). The bill averages 6.8 millimetres (0.27 inches) long, 2.9 mm (0.11 in) wide, and 3.5 mm (0.14 in) high. The legs are about 21 mm (0.83 in) long. The Perijá tapaculo's tarsus averages 21.1 millimetres (0.83 in) long. The wings measure 57.4 mm (2.26 in) on average and the tail is about 40 mm (1.6 in) long with between 8 and 12 rectrices. The forehead, lores, crown, mantle, and scapular area are a neutral grey colour. There is a brown spot on the nape. The top of the tail is brown, and the bottom is faintly striped brown. The bird's back and rump are striped brown-sepia, and the throat, breast, and belly are grey-white. Its lower belly and flanks are tawny. The iris is dark brown. Male specimens are distinguished by having less sharp brown spots on their napes, and the bottom of their breasts are mixed with a pale buff colour. The legs are brown on the back and whitish on the front. Young birds have a yellowish appearance with striped brown flanks. The bird's plumage colouration is most similar to the pale-bellied tapaculo. The S. g. morenoi subspecies of the pale-bellied tapaculo can be differentiated from the Perijá tapaculo by its entirely brown back and nape, and its different calls. Juveniles of this subspecies have a dull ventral plumage, while the Perijá tapaculo has a more yellow plumage. It also resembles the Caracas tapaculo but has a duller ventral colour. ## Ecology and behaviour Like other species in genus Scytalopus, the Perijá tapaculo is secretive and therefore difficult to observe. The call and song differ from those of most other species in the genus, and the latter is composed of two short churrs repeating up to 65 times at 0.5 to 3 second intervals. The diet of the species is little known, but studies of the stomach contents of seven specimens suggested that they fed exclusively on insects. Little is known about the reproduction of the species, but it is believed to nest between April and July. The species builds its globular nests in underground cavities about 12 cm (4.7 in) in diameter and about 14.5 cm (5.7 in) in height, lined with mosses, grasses, and plant roots around a central space about 9 cm (3.5 in) wide. The nests are accessed by a short tunnel with a depth of 10 cm (3.9 in) and a diameter of 4.2 cm (1.7 in). Young birds may leave the nest at the end of June. Like those of other Scytalopus species, male specimens have demonstrated involvement in parenting. ## Distribution and habitat The Perijá tapaculo is endemic to the Serranía del Perijá, a mountain range on the Colombia–Venezuela border known for its high rates of endemism. It has been observed in nineteen localities on both sides of the border between altitudes of 1,600 and 3,225 m (5,200 and 10,600 ft) above sea level; in its northern range, there are no suitable forests below 1,600 m (5,200 ft). The bird has been observed at 1,800–3,120 m (5,900–10,200 ft) on the Venezuelan side, and at 1,600–3,225 m on the Colombian side. The Perijá tapaculo lives in and on the edges of humid rainforests, as well as in elfin forests and amongst woody páramo shrubs in high-mountain grassland areas, especially at altitudes of 2,500–3,000 m (8,200–9,800 ft). Some specimens have been observed feeding in dense thickets within 1 m (3 ft) of the ground, often near the forest. Others have been observed running among bushes through open grassy areas. The species has not been identified as being sympatric with any other species of the genus Scytalopus. However, there is a possibility that its range overlaps with that of the S. atratus nigricans, which occupies a different micro-habitat on the eastern side of the Serranía del Perijá at altitudes of 1,500–1,900 m (4,900–6,200 ft); or that it may be found within the range of the pale-bellied tapaculo in the lower reaches of the Serranía de Los Motilones mountain range, south of the Serranía del Perijá. ## Threats and protection Avendaño et al. wrote in the original description of the Perijá tapaculo that the size and quality of the species' range are being reduced, although it can tolerate a certain level of fragmentation of its range. Its natural habitat covers about 5,000 square kilometres (1,900 sq mi). The description entails the International Union for Conservation of Nature (IUCN) classification of this species as near threatened. The authors believe that to protect the Perijá tapaculo, conservation measures on the Colombian side of the border should be implemented, as the forests of the Serranía del Perijá have been largely destroyed on the Colombian side by logging activities and forest clearance for agriculture. On 28 January 2014, prior to the formal description of the bird, the Chamicero de Perijá Bird Reserve was created by Fundación ProAves to maintain one of Colombia's most fragile habitats. In addition to the Perijá tapaculo, several other Perijá-endemic endangered species, such as the Perijá metaltail (Metallura iracunda) and Perijá thistletail (Asthenes perijana) are protected within this reserve's 749 hectares (1,850 acres). The Colombian section of the Serranía del Perijá is dangerous for scientific excursions due to the presence of the FARC guerrilla group in the region. In Venezuela, the Sierra de Perijá National Park covers 300,000 hectares (740,000 acres) and partially protects the habitat of the Perijá tapaculo.
205,707
Tara Lipinski
1,167,056,960
American figure skater, television commentator, and actress
[ "1982 births", "21st-century American women", "Actresses from Detroit", "American female single skaters", "American film actresses", "American people of Polish descent", "American television actresses", "Catholics from Michigan", "Catholics from Pennsylvania", "Figure skaters at the 1998 Winter Olympics", "Figure skating commentators", "Living people", "Medalists at the 1998 Winter Olympics", "Olympic Games broadcasters", "Olympic figure skaters for the United States", "Olympic gold medalists for the United States in figure skating", "People from Mantua Township, New Jersey", "People from Washington Township, Gloucester County, New Jersey", "Sportspeople from Gloucester County, New Jersey", "Sportspeople from Philadelphia", "Sportspeople from Sugar Land, Texas", "World Figure Skating Championships medalists" ]
Tara Kristen Lipinski (born June 10, 1982) is an American former competitive figure skater, actress, sports commentator, and documentary film producer. A former competitor in women's singles, she is the 1998 Olympic champion, the 1997 World champion, a two-time Champions Series Final champion (1997–1998) and the 1997 U.S. national champion. Until 2019, she was the youngest single skater to win a U.S. Nationals and the youngest to become an Olympic and World champion in figure skating history. She is the first woman to complete a triple loop-triple loop combination, her signature jump element, in competition. Starting in 1997, Lipinski had a rivalry with fellow skater Michelle Kwan, which was played up by the American press, and culminated when Lipinski won the gold medal at the 1998 Olympics. Lipinski retired from competitive figure skating in 1998. She won every competition she entered during her professional career and was the youngest skater to win the World Professional Figure Skating Championships. She performed in live shows before retiring from figure skating in 2002. Lipinski, along with sports commentator Terry Gannon and fellow figure skater and good friend Johnny Weir, became NBC's primary figure skating commentators in 2014. ## Early life Tara Kristen Lipinski was born on June 10, 1982, in Philadelphia, to "Pat" Lipinski and oil executive Jack Lipinski. She spent her earliest years in Sewell, New Jersey. When Lipinski was two, while watching the 1984 Summer Olympics, she stood on a Tupperware bowl and pretended to be a gold medalist. At the age of three, she began roller skating and eventually became a national champion in her group when she was nine years old. She began figure skating in the same year, transferring her skills to the ice rink. She later switched exclusively to figure skating and took lessons at the University of Delaware in Newark, Delaware. In 1991, Lipinski's father received a job promotion, so the family moved to Sugar Land, Texas, near Houston. She trained on a public rink at The Galleria. Two years later, Lipinski and her mother returned to Delaware to resume her training there with coach Jeff DiGregorio, who had worked with Lipinski, on and off, for three years before their move to Texas, while her father stayed in Texas to support their family. In 1995, Lipinski and her mother transferred to Bloomfield Hills, Michigan, to train with coach Richard Callaghan at the Detroit Skating Club. ## Competitive career ### Early years In 1994, Lipinski earned a silver medal in the novice women's division at the 1994 U.S. Figure Skating Championships. When she was 12, she became the youngest athlete to win a gold medal at the 1994 U.S. Olympic Festival. She then took first place in the Blue Swords in Chemnitz, Germany, her first international competition, in November, after which the media began to notice her. As a junior skater, she came in fourth place at the 1995 World Junior Championships and came in second place at the 1995 U.S. Championships. In late 1995, she placed fifth at the 1996 World Junior Championships, which marked the end of the relationship between DiGregorio and the Lipinskis. After a series of interviews conducted by Lipinski and her mother and sample lessons given to Lipinski by prospective figure skating coaches from around the country, they hired Richard Callaghan. In January 1996, Lipinski won a bronze medal as a senior-level skater at the 1996 U.S. Championships. She closed out the 1995–96 season and gained international attention by qualifying for the 1996 World Championships. She placed 22nd after the short program, but her free skate, which included seven triple jumps, brought her up to 15th place. ### 1996–97 season Lipinski and Callaghan spent the next year making her appear more mature; she enrolled in ballet classes and hired choreographer Sandra Bezic to "create programs for Lipinski that expressed delight yet looked adult". In late 1996, she added the triple loop-triple loop jump combination, which added technical difficulty to her programs. She was the first woman to complete the jump combination in competition. Lipinski competed in the ISU Champions Series (later renamed the ISU Grand Prix of Figure Skating) during the 1996–97 season; she finished in second place at Skate Canada, third at Trophée Lalique, and second at the 1996 Nations Cup. She won the gold medal at the Champion Series Final and defeated Michelle Kwan by completing more successful jumps in her short and free programs. In February 1997, at the age of 14, Lipinski became the youngest skater to win a U.S. Championships title. She broke the record set by Sonya Klopfer, who was 15 when she won U.S. Nationals in 1951. She defeated Kwan, the reigning 1996 U.S. champion, who won the short program. Kwan fell twice and landed only four out of her seven planned triple jumps in her free skate, leaving the door open for Lipinski's victory. She was the last skater to perform in the competition's free skating segment; she skated cleanly with seven triple jumps, including her signature jump element, the triple loop-triple loop combination, and came in first place. According to author Ed Swift from Sports Illustrated, the 1997 U.S. Nationals marked the start of the Kwan–Lipinski rivalry. A month later, Lipinski won the 1997 World Championships and became the youngest female skater to win that event. She was a month younger than the previous record holder, Sonja Henie from Norway, when she won the first of her ten World Championships in 1927. Lipinski completed seven triple jumps, as she had done at the U.S. Nationals and the Champion Series Final, and finished in first place after the short program. She also completed two double Axels, but one rival coach noted the small trajectory of her jumps, stating that "you couldn't have put a piece of paper under them". Her presentation marks were mostly 5.7s or 5.8s and similar to her technical marks. Three out of four judges gave her higher presentation than technical marks. Reporter Jere Longman of The New York Times called Lipinski's free skate "a light, airy performance" and said she was "composed and nearly flawless". Lipinski opened with a double Axel and landed a triple flip jump as well as her triple loop-triple loop combination, among others. She received 5.8s and 5.9s in her technical marks and a 5.7 and 5.8 for presentation. The final results after the free skate were close, and the judges were unable to declare a clear winner of the free skate. Lipinski, Kwan—who was fourth after the short program—and Russian skater Irina Slutskaya all received first-place votes. Kwan's free skate came in first place because she had more first- and second-place votes, and Lipinski came in first place overall because she received more second-place votes in the free skate than Slutskaya. If two more judges had placed Slutskaya before Lipinski after the free skate, Kwan would have won the competition instead of coming in second place. It was the first time the U.S. had finished first and second at Worlds since 1992, when Kristi Yamaguchi won the gold medal and Nancy Kerrigan silver. ### 1997–98 season #### Pre-Olympic season Between seasons, Lipinski grew two inches and turned 15 years old. She went into the 1997–98 season by continuing to add more sophistication to her programs by taking daily dance classes from Russian ballet teacher Marina Sheffer. She selected film scores for both her short and free skate program, with the choreographies being created by Sandra Bezic. According to figure skating writer and historian Ellyn Kestnbaum, the American press played up "the Kwan–Lipinski rivalry for all it was worth". At the 1997 Skate America, Kwan defeated Lipinski for the first time in three competitions and won the gold medal. Lipinski came in second place after Kwan in both the short program and free skating segment, taking second place overall. Despite performing more difficult jumps than Kwan during her short program, Lipinski consistently received lower technical marks. During her free skate, she fell on a triple Lutz jump, but performed an otherwise technically difficult and strong program. According to Kestnbaum, Callaghan "expressed bewilderment in why the judges had so marked down the reigning World champion, who by virtue of that position might otherwise have been expected to receive the benefit of any doubt". Lipinski came in second place at Trophée Lalique, behind French skater Laetitia Hubert, who had not won any major competitions since the 1992 World Junior Championships and who came in eleventh place at her previous competition. Coming into the 1997–98 Champions Series Final, Lipinski was tied for fourth place in the Series standings with Russia’s Maria Butyrskaya. She won the competition, skating her first clean program of the season. Kwan, although she was eligible, withdrew from the Finals due to injuries. Mike Penner from the L.A. Times reported that both Lipinski and Callaghan were concerned about what they considered unfair treatment by the judges at the Champion Series that season, who gave Lipinski lower technical marks than the previous season, as low as 5.3, for an incorrectly performed Lutz. According to Penner, the judges told Callaghan that Lipinski regularly performed her Lutz jumps from the inside edge of her blade instead of from the correct outside edge, something skaters used to call a "flutz". Lipinski and Callaghan disputed the judges' marks for her jumps, stating that she had performed them the same way the previous season, when she won both the Worlds and U.S. Nationals. Lipinski's lower marks were subject of several articles in major U.S. newspapers. According to reporter Nancy Armour of The Spokesman-Review, Lipinski showed her best performance of the season at the Finals with a well-executed triple Lutz. At the 1998 U.S. Championships, Lipinski came in second behind Kwan. In her short program, Lipinski fell on a triple flip attempt, which she called "the lowest point" of her career. She recovered enough from her short program to climb from fourth place to second overall. She would have had to win the free skate and Kwan to come in third place or lower for Lipinski to win the championship. Lipinski performed her free skate program with seven triple jumps, including her trademark triple loop-triple loop and a difficult triple toe loop-half loop-triple Salchow combination. The judges awarded her all 5.8s and 5.9s, except for a pair of 5.7s for presentation. #### 1998 Winter Olympics U.S. Figure Skating selected Kwan, Lipinski, and Nicole Bobek, who came in third place at Nationals, to send to the 1998 Winter Olympics in Nagano, Japan. Lipinski and Kwan entered the Olympics as co-favorites to win the gold medal. In the women's individual event, Kwan won the short program with eight of the nine judges putting her in first place. Lipinski came in second place. Swift called Lipinski's short program performance, which was technically more difficult than Kwan's, "luminous–fast and light and joyful". Her free skate, featuring her signature triple loop-triple loop combination and seven triple jumps total, was technically the most difficult program in Olympic history up to then. She received 5.8s and 5.9s in presentation marks. Kwan received all 5.9s in presentation but lower technical marks than Lipinski. Kwan performed her free skate almost perfectly, with one minor error during one of her jumps. According to Washington Post reporter Amy Shipley, Kwan "skated brilliantly and Lipinski skated better". Swift noted that Kwan's performance of her free skate "would have been enough to win at any other Olympics", but the judges, by awarding her five 5.7s in her technical marks, left room for Lipinski to move ahead. Swift added that Lipinski "had a blast" skating her free skate program and "soared and spun with abandon, filling the [rink] with her joy". Like Kwan, she completed seven triple jumps, but "the difference was her trademark triple loop-triple loop combination and a wonderful closing triple toe-half loop-triple Salchow [combination]". According to Kestnbaum, Lipinski's jumps were not as big as Kwan's and her jump take-offs were not ideal, but her landings were clean and increased in speed as she came out of them. Her spins were faster than Kwan's but not as difficult, and their positions were weaker. Kestnbaum also stated: "Nor did [Lipinski's] program demonstrate transitional steps as complex, stroking quality as nuanced, or body carriage and line as controlled and elegant". Lipinski was awarded 5.8s and 5.9s for her technical and presentation marks, and earned six out of nine first-place marks from the judges, winning the gold medal because the free skate was weighted more heavily than the short program. Lipinski was the youngest Olympic gold medalist in figure skating history. She was the sixth American woman to win an Olympic gold medal in figure skaing. Kwan finished in second place, and Chinese skater Lu Chen was the surprise bronze medal winner. Lipinski was two months younger than Sonja Henie when she came in first place at the 1928 Winter Olympics, breaking a record that had stood for 70 years. Single skaters from the same country had not won gold and silver medals at the Olympics since Americans Tenley Albright and Carol Heiss in 1956. ## Professional career In March 1998, Lipinski announced her decision to withdraw from the 1998 World Championships, citing a serious glandular infection that required her to have two molars extracted, constant fatigue, and possible mononucleosis. In April, Lipinski announced her intention to turn professional in an interview on the NBC program Today Show, thus ending her eligibility to compete at the Olympics again. As her main motivations, she mentioned the desire to end her family's separation caused by her skating career and to focus on other goals such as attending college in another two years. According to The New York Times, her decision "sent tremors through the Olympic figure skating community". USA Today criticized her decision, stating that she had taken the easy way out, and compared it to joining the circus. Figure skater Scott Hamilton noted in his book Landing It: My Life On and Off the Ice that Lipinski took "an enormous amount of heat" for turning professional. In 1998, due to many endorsements and book deals, Lipinski's net worth was estimated at \$12 million. She signed an exclusive deal with CBS to do some acting and to perform in ice shows and non-sanctioned competitions. After the Olympics, Lipinski toured with Champions on Ice, visiting 90 cities in the U.S. In August 1998, she ended her association with Champions on Ice, which she had performed with since 1995, and joined the cast of Stars on Ice in order to improve artistically and participate in the show's group numbers. She suffered from sore hips and an injured hip during rehearsals. In the same year, Lipinski wrote two books, Totally Tara – An Olympic Journey and Tara Lipinski: Triumph on Ice. In 1999, Lipinski performed with Stars on Ice for a second season and participated in the ISU-sanctioned Grand Slam of Figure Skating. She became a spokeswoman for Boys and Girls Clubs of America and an anti-drug advocate, appeared on the soap opera The Young and the Restless, and acted in television shows for the Fox Family Network and Nickelodeon. She also became the youngest skater to win the World Professional Figure Skating Championships, completing a triple flip, a triple toe loop, and a triple Salchow jump in her free skate program. Her marks consisted of two 10s, eleven 9.9s, and one 9.8; she won by more than one point over Denise Biellmann, who came in second place. Lipinski had hip surgery in 2000 at the age of 18, which she believed saved her career. Her injury, a torn labrum in her hip, had been misdiagnosed for four or five years and had caused her a great deal of joint pain. She became a spokesperson to increase awareness about deep vein thrombosis (DVT), which the National Institutes of Health called "a dangerous potential side effect of surgery". The injury, which might have occurred before the 1998 Winter Olympics, became progressively worse until she was unable to tour. The surgery, which usually lasts 45 minutes, took 3.5 hours to complete because she was developing arthritis, and a cartilage had grown over the bone. She was back on the ice seven days later for light practice with Stars on Ice. She was able to return to touring but had to withdraw from the 2000 World Professional Championships. In 2002, Lipinski toured 61 U.S. cities with Stars on Ice, then retired from skating. ## Skating technique Lipinski's skating influences were Kristi Yamaguchi, Scott Hamilton, and Christopher Bowman. Her skating style was often contrasted to that of Michelle Kwan: Jere Longman called Lipinski "the consistent Energizer bunny of a jumper" and Kwan "the more sophisticated, complete artist". Kwan's coach Frank Carroll called Lipinski's style "wonderful", adding that she was "turning easy, jumping easy". Writer Ellyn Kestnbaum remarked that compared to Kwan's "more carefully choreographed expressions of joy", Lipinski displayed "unselfconsious and spontaneous joy in her own movement that projected a greater air of confidence and command of the space". Kestnbaum discusses Lipinski's skating technique in her book Culture on Ice: Figure Skating and Cultural Meaning to illustrate women's and girls' influence on figure skating. She states that "cynics and purists who valued the artistic possibilities of the sport or the fine points of skating technique complained that the judges who awarded Lipinski her gold medals were just counting the jumps and not paying attention to the quality of those jumps, much less to the quality of the rest of her skating". Kestnbaum uses Lipinski as an example of how teenagers, especially teenage girls, dominated the sport, and how many people in the press criticized the development, some even Lipinski herself for encouraging it. Her jumps, which Kestnbaum calls "small and in some cases technically flawed", were debated in the press in 1997 and 1998. She notes that Lipinski's early programs, choreographed by Sandra Bezik, emphasized her youth and femininity, while by the 1998 Olympics, the focus was on "greater polish or 'maturity' in her presentation skills". In Longman's opinion, Lipinski "has propelled the sport forward with the difficulty of her jumps". Ed Swift remarked that although Lipinski's jumps were not big, her spins were "so fast that she seems to dematerialize, like Tinkerbell, in the midst of her jumps". In March 1997, he stated that Lipinski had "musicality and poise that are far beyond her years", and although he admitted that she often suffered from nerves, she was "the complete skating package, if a diminutive one, and a pleasure to watch". In 2018, U.S. Figure Skating president Sam Auxier credited Lipinski for increasing the level of complexity of Olympic skating. ## Broadcasting career Lipinski spent a few years traveling and working "here and there" after her retirement from figure skating. She did some acting, but decided that it "just wasn't my thing". In 2009, longing for the high she had felt as a figure skater, she contacted U.S. Figure Skating's streaming service Ice Network and offered to work as a commentator for competitions. She began commentating for Universal Sports in 2010 and started working for NBC and NBC Sports in 2011, where she commentated most international figure skating competition broadcasts. Unlike what was customary for skating commentators when she competed, she would call figure skating from studios in the U.S. instead of live at the competition venue. She also became a special correspondent for Extra and local NBC affiliates. Lipinski teamed with sports commentator Terry Gannon and fellow figure skater and good friend Johnny Weir at the 2014 Winter Olympics in Sochi as the network's second team of figure skating commentators for their daily live broadcasts. At first Lipinski collaborated with Gannon at the women's events and Weir with Gannon at the men's events. After realizing that they worked well together, with what Lipinski called their "instant chemistry", they pitched the idea of the three commentating together for NBC; Lipinski stated that it "was sort of meant to be". The trio generated the 10 best weekday daytime audiences in NBC's history. According to reporter Tom Weir, "they had instant comedic harmony, with their casual chatter and humorous asides playing amazingly well against the staunch and exacting backdrop of figure skating". Following the Olympics, the trio was promoted to be NBC's primary figure skating commentators. Lipinski, along with Weir and Gannon, was an analyst at the 2018 Winter Olympics. Commentating during prime time at the Olympics had been a dream of Lipinski's. The trio additionally hosted the closing ceremonies of the 2018, 2020, and 2022 Olympic Games. NBC's Access Hollywood hired Lipinski and Weir in 2014 to analyze fashion during the red carpet at the 86th Academy Awards. She served as a social media, lifestyle, and fashion correspondent for NBC Sports, including the Beverly Hills Dog Show with Weir in 2017, the National Dog Show since 2015, the Kentucky Derby from 2014 to 2018, and the pre-game coverage for the Super Bowl in 2015 and 2017. They were called culture correspondents by People magazine for the 2016 Summer Olympics. According to the Houston Chronicle, Lipinski approached broadcasting "with passion, vigor and an arduous work ethic similar to what she brought to the ice". She spent hundreds of hours researching skaters. Her broadcasting influences were Peggy Fleming, Dick Button, and Scott Hamilton; she listened to tapes of Hamilton's past broadcasts to learn how to commentate. She called her broadcasting career her "second dream". In 2018, she told Entertainment Tonight, "I feel extremely grateful that Johnny and I have found this spot in our world, and it gives us opportunities outside of skating". The same year, The Washington Post reported that viewers' response to Lipinski and Weir were mixed; some considered them "Olympic darlings–a one-stop shop for knowledge, sass and brass", while others found them "mean, obnoxious, and distracting". Scott Hamilton, who was replaced at NBC by Lipinski, Weir, and Gannon, called them a "phenomenon" and "such a breath of fresh air". GQ called their commentating style "a Gladwell-ian ability to demystify figure skating for the uninitiated and an extreme candor for which they've caught some heat". Cosmopolitan considered Lipinski and Weir's commentating style honest and colorful, and noted that they used banter and avoided what the magazine called "fluffy, polished performances". They tried to present figure skating in an accessible way to their viewers, keeping the more technical aspects of the sport to a minimum but emphasizing its "gossipy nuances". Sports writer and media critic Bill Goodykoontz named their enthusiasm for figure skating their "calling card". In Dick Button's opinion, Lipinski and Weir were "excellent", but that Lipinski "might talk a little too much", although Tom Weir stated that when skaters were "elegant and error-free", both Lipinski and Weir had "the good sense to stay silent". Goodykoontz pointed out that Lipinski and Weir were uncharacteristically quiet during the short program of Kamila Valieva, representing the Russian Olympic Committee, who was allowed to compete despite failing a drug test prior to the 2022 Winter Olympics. They chose to simply announce Valieva's jumps and express their opinions that she should not have been allowed to compete afterwards instead. In 2018 and 2019, Lipinski and Weir hosted and appeared in a few shows on Food Network, including two seasons of Wedding Cake Challenge. In 2022, Lipinski co-hosted Wedding Talk with event planner José Rolón and wedding designer Jove Meyer, produced by Chicken Soup for the Soul Studios. In the same year, Lipinski and her husband, Todd Kapostasy, a sports producer and documentary director, co-produced Meddling: The Olympic Skating Scandal That Shocked the World, a four-part documentary series focusing on the skating controversy at the 2002 Winter Olympics, which was aired on the NBC streaming service Peacock in January 2022. Lipinski, who called the series "a deep and responsible look at what happened", said that she and Kapostasy chose to create the series because it was the 20th anniversary of the scandal and there had been no comprehensive look at what happened. They interviewed people in Russia, France, and Canada who were involved in the scandal. USA Today calls the documentary "a deep look into the scandal". ## Personal life Lipinski married sports producer Todd Kapostasy in June 2017. They met at the 2015 Sports Emmys, where she presented his award, and dated the following two years. Johnny Weir was a bridesman and Scott Hamilton was among the invited guests. Lipinski expressed her Catholic faith with a devotion to St. Therese of Lisieux since 1994 and Lipinski credited St. Therese for her Olympic win in 1998 and the recovery from her hip surgery in 2000. During the Olympics, she wore a medal of St. Therese, given to her by Rev. Vince Kolo, a Catholic priest from Pittsburgh. She thanked St. Therese at the kiss and cry after her short program in Nagano, and her coach held a small statue of St. Therese during her free skate. She also wore a necklace with a good-luck charm, given to her by her uncle, with the words, "Short, but good". Lipinski would also place a statue of St. Therese on the boards before every competition. A few months after the Nagano Olympics, she donated her medal and costume to an exhibit. In 2001, Lipinski established a playroom in St. Therese's honor in the children's ward in a Detroit hospital. She said that roses, a symbol of St. Therese, had "always appeared at her best and worst moments". In September 2020, in order to help raise awareness of the condition, Lipinski made public her diagnosis of endometriosis after having laparoscopic surgery to treat it. Although her symptoms were not severe, the intermittent pain she experienced worsened over five years before it was diagnosed and treated. She reported that her surgery was successful, all of her adhesions were removed, and her recovery was "mainly pain free". She credited dancer and actress Julianne Hough with increasing awareness of endometriosis, which encouraged Lipinski to seek out her own treatment. ## Records and achievements - Youngest athlete (12 years old) to win a gold medal at the U.S. Olympic Festival (1995) - First woman to complete a triple loop-triple loop combination, her signature jump element, in competition (1996) - Youngest woman (14 years old) to win the World Figure Skating Championships (1997) - Sixth American woman to win an Olympic gold medal in figure skating (1998) - Youngest skater (16 years old) to win the World Professional Figure Skating Championships (1999) - Youngest inductee into the United States Figure Skating Hall of Fame (2013) ## Figure skating ### Programs ### Competitive highlights ### Professional ## Television credits
1,222,129
Harry Murray
1,171,387,270
Recipient of the Victoria Cross
[ "1880 births", "1966 deaths", "20th-century Australian farmers", "Australian Army officers", "Australian Army personnel of World War II", "Australian World War I recipients of the Victoria Cross", "Australian recipients of the Distinguished Conduct Medal", "Companions of the Distinguished Service Order", "Companions of the Order of St Michael and St George", "Military personnel from Tasmania", "Recipients of the Croix de Guerre 1914–1918 (France)", "Road incident deaths in Queensland", "Volunteer Defence Corps officers" ]
Henry William Murray, (1 December 1880 – 7 January 1966) was an Australian grazier, soldier, and a recipient of the Victoria Cross, the highest decoration for gallantry "in the face of the enemy" that can be awarded to members of the British and Commonwealth armed forces. Decorated several times throughout his service in the First World War, Murray rose from the rank of private to lieutenant colonel in three and a half years. He is often described as the most highly decorated infantry soldier of the British Empire during the First World War. Born in Tasmania, Murray worked as a farmer, courier and timber cutter before enlisting in September 1914. Assigned to a machine gun crew, he served during the Gallipoli Campaign, where he was awarded the Distinguished Conduct Medal before the withdrawal from the peninsula. He was later transferred along with the rest of his battalion to France for service on the Western Front, where he was awarded the Distinguished Service Order during the Battle of the Somme. In February 1917, Murray commanded a company during the battalion's attack on the German position of Stormy Trench. During the engagement, the company was able to capture the position and repulse three fierce counter-attacks, with Murray often leading bayonet and bombing charges himself. For his actions during the battle, Murray was awarded the Victoria Cross. Soon after his Victoria Cross action, he was promoted to major and earned a Bar to his Distinguished Service Order during an attack on the Hindenburg Line near Bullecourt. Promoted to lieutenant colonel in early 1918, he assumed command of the 4th Machine Gun Battalion, where he would remain until the end of the war. Returning to Australia in 1920, Murray eventually settled in Queensland, where he purchased the grazing farm that would be his home for the remainder of his life. Re-enlisting for service in the Second World War, he was appointed as commanding officer of the 26th (Militia) Battalion. Taking his discharge in 1944, Murray returned to his farm and died in 1966 at the age of 85. ## Early life Murray was born at Clairville, near Evandale, Tasmania, on 1 December 1880, the eighth of nine children of Edward Kennedy Murray, a farmer, and his wife Clarissa, née Littler. Descended from convicts on his father's side, Murray was baptised on 23 November 1885, and attended Evandale State School. When he was fourteen years of age, his parents withdrew him from school to work on the family farm. However, his mother continued his education, placing emphasis on English. The family later moved to Northcote, near St Leonards, where Edward Murray died in 1904. Harry Murray joined the Launceston Volunteer Artillery Corps in 1902, serving until 1908, when he migrated to Western Australia where his two older brothers had previously settled. Murray initially worked on his brother's wheat farm, before becoming a courier for a mining company at Kookynie, transporting gold and mail by bicycle or on horseback. He travelled the same track on a fortnightly basis, gaining a reputation for being a crack shot with a .32 carbine that he carried. At the time of his enlistment in 1914, Murray was working near Manjimup, in the south west of Western Australia, employing timber cutters for the railways. ## First World War ### Enlistment and training Murray enlisted in the Australian Imperial Force (AIF) in Perth on 30 September 1914. He declined the offer of a commission, and was posted as a private to A Company of the newly formed 16th Battalion, 4th Brigade. Appointed to one of the unit's two machine gun crews, he was sent to Blackboy Hill Camp for training, where he became the gun No. 2, whose job it was to feed ammunition belts through the gun; Percy Black was No. 1 and the pair soon became firm friends. On 21 November, the battalion entrained for Fremantle, boarding troopships headed for Melbourne; it was there that the four battalions combined to form the 4th Brigade under the command of Colonel John Monash. After completing their basic training in Victoria, the brigade left Port Melbourne aboard Troopship A40, Ceramic on 26 December. After a brief stop at Albany, Western Australia, they arrived in Egypt in early February 1915. The brigade marched from Alexandria to Heliopolis as part of the New Zealand and Australian Division of Major General Alexander Godley. ### Gallipoli The Allied commanders planned to defeat Turkey and force a supply route through to Russia via the Bosporus and the Black Sea. As such they planned a land invasion on the Gallipoli Peninsula. On the afternoon of 25 April 1915, Murray's 16th Battalion landed at Ari Burnu, Gallipoli. Setting their machine gun on Pope's Hill, Black and Murray fired their gun throughout the afternoon and into the night. The following day, the battalion's two machine gun crews sniped at the Turkish soldiers on Russell's Top, and Murray and his gunner continued fighting during the counterattack on 26–27 April, despite being wounded. Promoted to lance corporal on 12 May, Murray was evacuated to Egypt eighteen days later, due to a gunshot wound to his right knee. His knee soon stiffened and he was posted to a hospital ship set to return to Australia. Murray, however, had other ideas and made his way to the wharf at Alexandria where he boarded a transport bound for Gallipoli. Arriving at the peninsula on 3 July, both Murray and Black received the Distinguished Conduct Medal for their actions between 9–31 May, during which time they tirelessly manned their machine gun, "inflict[ing] serious losses upon the enemy". Murray was again wounded on 8 August when the machine gun section of the 4th Brigade covered the withdrawal after the attack on Hill 971. On 13 August, he was promoted to sergeant, commissioned as a second lieutenant and transferred to the 13th Battalion. Murray was again evacuated to Egypt on 26 September due to dysentery. After nearly six weeks in the 2nd Australian General Hospital at Ghezireh, he rejoined the 13th Battalion at Gallipoli on 7 December, before leaving for the last time in the Allied evacuation later that month. Returning to Egypt, the AIF expanded and was reorganised; the 13th Battalion was split and provided experienced soldiers for the 45th Battalion, while the 4th Brigade was combined with the 12th and 13th Brigades to form the 4th Australian Division. Murray was promoted to lieutenant on 20 January 1916, and then to captain on 1 March. ### Western Front: June 1916 to April 1917 On 1 June 1916, the 13th Battalion embarked at Alexandria for Marseilles, France, before being deployed to the Western Front. In mid-June, the battalion moved into trenches at Bois Grenier near Armentières, and on 13 July they relocated to Bailleul, in time for the Battle of the Somme. On 29 August, Murray commanded A Company—which consisted of fewer than one hundred men—in a successful attack that captured Mouquet Farm under heavy fire. His men repelled four German counterattacks before he ordered them to withdraw. He remained in command until the next morning, when he fainted from loss of blood from two wounds he had sustained during the action. Murray was awarded the Distinguished Service Order for his service during the action, an event that was published in a supplement of the London Gazette dated 14 November 1916. He was later evacuated to England aboard the hospital ship Asturias, and admitted to the 4th General Hospital, London, where he was to share a ward with Albert Jacka and Percy Black, who were recovering from wounds received at Poziéres and Mouquet Farm respectively. After nearly six weeks of recuperation, he returned to the 13th Battalion in France on 19 October. Following a period of patrols and trench raids, the 13th was relieved by the 5th Battalion on 6 December, and marched back to Ribemont, where Murray was granted leave to England. On 4 January 1917, he was Mentioned in Despatches. The battalion returned to the front in February, relieving the 15th Battalion at Gueudecourt. On 4 February, the battalion's commanding officer received the order to attack Stormy Trench; it was during this action that Murray would earn his Victoria Cross. On the night of 4–5 February 1917, the 13th Battalion—with Murray commanding A Company—attacked the German position at Stormy Trench. Preceded by a heavy artillery barrage, A Company seized the right of the position after overcoming stiff resistance, consolidating their gains by setting up a makeshift barricade. The Germans counterattacked, prompting Murray to send an SOS signal to the artillery officer, calling for more support. Although repulsed, the Germans counterattacked twice more. On the third attack, Murray organised a twenty-man grenade bombing party and led them in a charge against their attackers, pushing them back to their original start line. On another occasion when the company lost some ground, Murray rallied his men and retook it. Between midnight and 03:00, the company maintained spasmodic bombing, repelling further assaults with the aid of artillery support. By 20:00 on 5 February, the 16th Battalion relieved Murray's company, which had only 48 survivors from the 140 who had begun the attack. The full citation for Murray's Victoria Cross appeared in a supplement to the London Gazette on 10 March 1917, reading: > War Office, 10th March, 1917 > > His Majesty the KING has been graciously pleased to approve of the award of the Victoria Cross to the undermentioned Officer and Non-Commissioned Officer: – > > Capt. Henry William Murray, D.S.O., Aus. infy. > > For most conspicuous bravery when in command of the right flank company in attack. He led his company to the assault with great skill and courage, and the position was quickly captured. Fighting of a very severe nature followed, and three heavy counter-attacks were beaten back, these successes being due to Captain Murray's wonderful work. > > Throughout the night his company suffered heavy casualties through concentrated enemy shell fire, and on one occasion gave ground for a short way. This gallant officer rallied his command and saved the situation by sheer valour. > > He made his presence felt throughout the line, encouraging his men, heading bombing parties, leading bayonet charges, and carrying wounded to places of safety. > > His magnificent example inspired his men throughout. In April 1917, the battalion relocated to Bullecourt in preparation for an attack on the Hindenburg Line. On the night of 11 April, seven battalions of the 4th Australian Division assembled for the advance, which was launched at 04:30. Murray's company seized a section of German trench, but were quickly isolated. By 07:00, ammunition was running low and casualties were high. Murray sent for artillery support, but conflicting messages meant that it was not provided, so the Australians were forced to withdraw. During the action, the 4th Division lost 2,339 of the 3,000 men that it had committed, with 1170 captured as prisoners of war. Among the dead was Percy Black, who had been killed while trying to find a gap in the barbwire surrounding the German trenches. Murray was awarded a Bar to his Distinguished Service Order for his efforts during the battle, and was promoted to temporary major. He was later informed by General Birdwood that had the attack at Bullecourt been successful, he would have instead been awarded a Bar to his Victoria Cross. ### Western Front: April 1917 to repatriation, March 1920 After Bullecourt, the 4th Brigade withdrew to Ribemont, where reinforcements brought it up to strength. During this period, Murray oversaw musketry training before being granted convalescent leave to London in May. While in the capital, he was decorated with his Victoria Cross and Distinguished Service Order by King George V in Hyde Park on 2 June 1917. Promoted major on 12 July, he rejoined his battalion later in the month, and during the 4th Brigade's advance to the Hindenburg Line over subsequent months, was involved in actions at Messines, Ploegstreert Wood, Menin Road, Polygon Wood, Broodseinde, Poelcappelle and Passchendaele. For his actions at Passchendaele, Murray garnered a mention in Field Marshal Sir Douglas Haig's dispatch of 7 November 1917. Following Passchendaele, the 4th Brigade spent three months in reserve. Murray became second in command of the 13th Battalion, frequently assuming temporary command of the unit while the commanding officer was absent. Granted leave to Paris from 12 January to 2 February 1918, he was promoted to temporary lieutenant colonel on 15 March and assumed command of the 4th Machine Gun Battalion. Commanding the unit during the German spring offensive, Murray's rank was confirmed on 24 May. On 25 June, Murray attended a conference at 4th Divisional Headquarters to discuss a proposed attack on Hamel. Having submitted a plan for the use of machine guns in the battle, five extra sections were attached to Murray's battalion. The battle commenced on 4 July, and over the period of two days, the 4th Machine Gun Battalion fired 373,000 rounds of small arms ammunition, suffering 33 casualties. On 3 August, he attended another divisional conference regarding the planned attack near Amiens scheduled for 8 August. Lieutenant General John Monash's instructions called for several of the 4th Machine Gun Battalion's companies to be moved forward by Mark V tanks, accompanying different units during the battle. At the end of the three-day action, German General Erich Ludendorff described the Allied success as "the black day of the German Army in this war". From 23 September to 3 October 1918, Murray was seconded to the Headquarters of the United States II Corps as a liaison officer with the 27th Division. The 27th Division, along with the 30th Division, had been attached to Lieutenant General Monash's Corps for the assault on the Bellicourt Tunnel of the Hindenburg Line. During his service with the Americans, Murray was recommended for the United States' Distinguished Service Medal by the commander of the 27th, Major General John F. O'Ryan. The Distinguished Service Medal is the highest non-valorous military and civilian decoration of the United States military, and in General O'Ryan's recommendation he stated that Murray's "... knowledge, activity and fearlessness ... assisted materially in the control of the attacking forces". The battle alongside the Americans was Murray's last of the war, as the Australians were placed in reserve in early October before the signing of the Armistice on 11 November 1918. On 3 January 1919, Murray was awarded the French Croix de guerre for his service as commander of the 4th Machine Gun Battalion from 23 March to 24 April and 2–7 August 1918. On 30 May 1919, he was awarded a Companion of the Order of St Michael and St George for his command of the 4th Machine Gun Battalion, the recommendation of which particularly citing his success during attacks on the Hindenburg Line. Murray's final honour came on 11 July 1919, when he was Mentioned in Despatches for the fourth time, having received his third mention on 31 December 1918. From June to September 1919, Murray—along with fellow Australian Victoria Cross recipient William Donovan Joynt—led parties of AIF members on a tour of the farming districts of Britain and Denmark to study agricultural methods under the education schemes. After touring through France and Belgium, he left England on 19 November 1919 aboard the Orient Line transport, Ormonde, along with Generals Birdwood and Monash. A month later, a large crowd celebrated the arrival of the two generals and Murray at Victoria Quay in Fremantle. Attempting to evade further fanfare, Murray quietly travelled to northern Tasmania and then to his sister's house in Launceston. He was discharged from the AIF on 9 March 1920. ## Between the wars After his discharge, Murray moved north, buying a grazing property in south-eastern Queensland. On 13 October 1921, he married estate agent Constance Sophia Cameron at Bollon. The marriage was an unhappy one, and the pair separated in 1925 when Murray went to New Zealand. On 11 November 1927, with Constance Murray as petitioner, a decree nisi with costs against Henry Murray was granted on the grounds of desertion. Nine days later, at the Auckland Registrar's Office, Murray married Ellen Perdon "Nell" Cameron; Constance's niece. The couple returned to Queensland, and in April 1928 Murray bought Glenlyon station, Richmond, a 74,000 acre (29,947 ha) grazing property, where he lived for the rest of his life. The Murrays had two children. Their son Douglas, born in 1930, was named after Lieutenant Colonel Douglas Grey Marks, the commanding officer of the 13th Battalion from 1917 to 1918. In 1934, Nell gave birth to their second child, a girl named Clementine. Between 1929 and 1939, Murray wrote fifteen articles for Reveille, the magazine of the New South Wales branch of the Returned Sailors and Soldiers Imperial League of Australia (RSL), detailing several of his experiences during the First World War, and praising several of his comrades. ## Second World War and later life On 21 July 1939, with the Second World War looming, Murray volunteered for military service and was appointed as commanding officer of the 26th (Militia) Battalion, 11th Brigade, based in Townsville; he was mobilised for full-time service on 21 October 1941. Murray's second-in-command of the unit during this time was Major Edgar Towner, who had additionally been decorated with the Victoria Cross in 1918. The 26th became a unit of the Second Australian Imperial Force in 1942, and in August Murray was removed from his post by General Sir Thomas Blamey, Commander in Chief Australian Military Forces, on the grounds of his advancing age. He was instead appointed to command the 23rd Queensland Regiment, Volunteer Defence Corps, which he led until his retirement from active duty on 8 February 1944. With the outbreak of the Korean War in 1950, wool prices soared and Murray earned a large income from wool sales, allowing him to regularly travel across Australia. Taking a trip to Brisbane in 1954, he met Queen Elizabeth II during her Royal Tour of Australia. Despite rarely attending Anzac Day services or functions for Victoria Cross recipients, Murray and his wife travelled to London in 1956 to commemorate the centenary of the Victoria Cross. Following the ceremonies, the Murrays spent five weeks on a motor tour of England and Scotland, before visiting Switzerland and France. However, Murray refused to revisit the battlefields. On 6 January 1966, Nell was driving the family car with Harry as a passenger; they were going to the south coast of Queensland for a holiday. A tyre blew out and the car rolled on the Leichhardt Highway near Condamine. Murray was taken to Miles District Hospital with broken ribs. He had had heart trouble for some time, and the shock of the accident is believed to have caused his death the following day. Murray was interred at Mount Thompson Crematorium with full military honours after a funeral service at St Andrew's Presbyterian Church, Brisbane. In February 2006, Governor-General Michael Jeffery unveiled a statue of Murray by sculptor Peter Corlett in Evandale, Tasmania. This tribute was facilitated by a small group of volunteers who raised A\$85,000 in two years. The Henry Murray ward at Hollywood Private Hospital has been named in his honour.
199,511
Paul Tibbets
1,172,100,507
United States Air Force general (1915–2007)
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Paul Warfield Tibbets Jr. (23 February 1915 – 1 November 2007) was a brigadier general in the United States Air Force. He is best known as the aircraft captain who flew the B-29 Superfortress known as the Enola Gay (named after his mother) when it dropped a Little Boy, the first of two atomic bombs used in warfare, on the Japanese city of Hiroshima. Tibbets enlisted in the United States Army in 1937 and qualified as a pilot in 1938. After the Japanese attack on Pearl Harbor, he flew anti-submarine patrols over the Atlantic. In February 1942, he became the commanding officer of the 340th Bombardment Squadron of the 97th Bombardment Group, which was equipped with the Boeing B-17. In July 1942, the 97th became the first heavy bombardment group to be deployed as part of the Eighth Air Force, and Tibbets became deputy group commander. He flew the lead plane in the first American daylight heavy bomber mission against Occupied Europe on 17 August 1942, and the first American raid of more than 100 bombers in Europe on 9 October 1942. Tibbets was chosen to fly Major General Mark W. Clark and Lieutenant General Dwight D. Eisenhower to Gibraltar. After flying 43 combat missions, he became the assistant for bomber operations on the staff of the Twelfth Air Force. Tibbets returned to the United States in February 1943 to help with the development of the Boeing B-29 Superfortress. In September 1944, he was appointed the commander of the 509th Composite Group, which would conduct the bombings of Hiroshima and Nagasaki. After the war, he participated in the Operation Crossroads nuclear weapon tests at Bikini Atoll in mid-1946, and was involved in the development of the Boeing B-47 Stratojet in the early 1950s. He commanded the 308th Bombardment Wing and 6th Air Division in the late 1950s, and was military attaché in India from 1964 to 1966. After leaving the Air Force in 1966, he worked for Executive Jet Aviation, serving on the founding board and as its president from 1976 until his retirement in 1987. ## Early life Paul Warfield Tibbets Jr. was born in Quincy, Illinois, on 23 February 1915, the son of Paul Warfield Tibbets Sr. and his wife, Enola Gay Tibbets. When he was five years old, the family moved to Davenport, Iowa, and then to Iowa's capital, Des Moines, where he was raised, and where his father became a confections wholesaler. When he was eight, his family moved to Hialeah, Florida, to escape from harsh midwestern winters. As a boy, he was very interested in flying. One day, his mother agreed to pay one dollar to get him into an airplane at the local carnival. In 1927, when he was 12 years old, he flew in a plane piloted by barnstormer Doug Davis, dropping candy bars with tiny parachutes to the crowd of people attending the races at the Hialeah Park Race Track. In the late 1920s, business issues forced Tibbets's family to return to Alton, Illinois, where he graduated from Western Military Academy in 1933. He then attended the University of Florida in Gainesville, and became an initiated member of the Epsilon Zeta chapter of Sigma Nu fraternity in 1934. During that time, Tibbets took private flying lessons at Miami's Opa-locka Airport with Rusty Heard, who later became a captain at Eastern Airlines. After his undergraduate work, Tibbets had planned on becoming an abdominal surgeon. He transferred to the University of Cincinnati after his second year to complete his pre-med studies there, because the University of Florida had no medical school at the time. However, he attended for only a year and a half as he changed his mind about wanting to become a doctor. Instead, he decided to enlist in the United States Army and become a pilot in the United States Army Air Corps. ## Early military career Because he went to a military school, attended some college, and had some flight experience, Tibbets qualified for the Aviation Cadet Training Program. On 25 February 1937, he enlisted in the army at Fort Thomas, Kentucky, and was sent to Randolph Field in San Antonio, Texas, for primary and basic flight instruction. During his training, he showed himself to be an above-average pilot. He was commissioned as a second lieutenant and received his pilot rating in 1938 at Kelly Field in San Antonio. After graduation, Tibbets was assigned to the 16th Observation Squadron, which was based at Lawson Field, Georgia, with a flight supporting the Infantry School at nearby Fort Benning. It was at Fort Benning that Tibbets met Lucy Frances Wingate, then a clerk at a department store in Columbus, Georgia. The two quietly married in a Roman Catholic seminary in Holy Trinity, Alabama, on 19 June 1938 even though Tibbets was a Protestant. Tibbets did not inform his family or his commanding officer, and the couple arranged for the notice to be kept out of the local newspaper. They had two sons. Paul III was born in 1940, in Columbus, Georgia, and graduated from Huntingdon College and Auburn University. He was a colonel in the United States Army Reserve and worked as a hospital pharmacist. He died in West Monroe, Louisiana, in 2016. The younger son, Gene Wingate Tibbets, was born in 1944, and was at the time of his death in 2012 residing in Georgiana in Butler County in southern Alabama. While Tibbets was stationed at Fort Benning, he was promoted to first lieutenant and served as a personal pilot for Brigadier General George S. Patton, Jr., in 1940 and 1941. In June 1941, Tibbets transferred to the 9th Bombardment Squadron of the 3d Bombardment Group at Hunter Field, Savannah, Georgia, as the engineering officer, and flew the A-20 Havoc. While there he was promoted to captain. In December 1941, he received orders to join the 29th Bombardment Group at MacDill Field, Florida, for training on the Boeing B-17 Flying Fortress. On 7 December 1941, Tibbets heard about the Japanese attack on Pearl Harbor while listening to the radio during a routine flight. Due to fears that German U-boats might enter Tampa Bay and bombard MacDill Field, the 29th Bombardment Group moved to Savannah. Tibbets remained on temporary duty with the 3d Bombardment Group, forming an anti-submarine patrol at Pope Army Airfield, North Carolina, with 21 B-18 Bolo medium bombers. The B-18s were used as an intermediate trainer, which pilots flew after basic flight training in a Cessna UC-78 and before qualifying in the B-17. ## War against Germany In February 1942, Tibbets reported for duty with the 29th Bombardment Group as its engineering officer. Three weeks later he was named the commanding officer of the 340th Bombardment Squadron of the 97th Bombardment Group, equipped with the B-17D. It was initially based at MacDill, and then Sarasota Army Airfield, Florida, before moving to Godfrey Army Airfield in Bangor, Maine. In July 1942 the 97th became the first heavy bombardment group of the Eighth Air Force to be deployed to England, where it was based at RAF Polebrook. It had been hastily assembled to meet demands for an early deployment, and arrived without any training in the basics of high altitude daylight bombing. In the first weeks of August 1942, under the tutelage of Royal Air Force veterans, the group received intensive training for its first mission. The group commander, Lieutenant Colonel Cornelius W. Cousland, was replaced by Colonel Frank A. Armstrong Jr., who appointed Tibbets as his deputy. Tibbets flew the lead bomber Butcher Shop for the first American daylight heavy bomber mission on 17 August 1942, a shallow-penetration raid against a marshalling yard in Rouen in Occupied France, with Armstrong as his co-pilot. This was not Tibbets's regular aircraft, Red Gremlin, nor his regular crew, which included bombardier Thomas Ferebee and navigator Theodore Van Kirk, who later flew with him in Enola Gay. On 9 October 1942, Tibbets led the first American raid of more than 100 bombers in Europe, attacking industrial targets in the French city of Lille. Poor bombing accuracy resulted in numerous civilian casualties and less damage to the rail installations than hoped, but the mission was hailed an overall success because it reached its target against heavy and constant fighter attack. Of the 108 aircraft in the raid, 33 were shot down or had to turn back due to mechanical problems. On that first mission, Tibbets saw in real time that his bombs were falling on innocent civilians. At the time, he thought to himself, "People are getting killed down there that don't have any business getting killed. Those are not soldiers." But then he thought back to a lesson he had learned during his time at medical school from his roommate who was a doctor. This doctor explained to him about his former classmates who failed the program and ended up in drug sales. The reason why they had failed the program was because "they had too much sympathy for their patients", which "destroyed their ability to render the medical necessities". It dawned on Tibbets that: > I am just like that if I get to thinking about some innocent person getting hit on the ground. I am supposed to be a bomber pilot and destroy a target. I won't be worth anything if I do that ... I made up my mind then that the morality of dropping that bomb was not my business. I was instructed to perform a military mission to drop the bomb. That was the thing that I was going to do the best of my ability. Morality, there is no such thing in warfare. I don't care whether you are dropping atom bombs, or 100-pound bombs, or shooting a rifle. You have got to leave the moral issue out of it. In the leadup to Operation Torch, the Allied invasion of North Africa, the commander of the Eighth Air Force, Major General Carl Spaatz was ordered to provide his best two pilots for a secret mission. He chose Tibbets and Major Wayne Connors. Tibbets flew Major General Mark W. Clark from Polebrook to Gibraltar while Connors flew Clark's chief of staff, Brigadier General Lyman Lemnitzer. A few weeks later Tibbets flew the Supreme Allied Commander, Lieutenant General Dwight D. Eisenhower, there. "By reputation", historian Stephen Ambrose wrote, Tibbets was "the best flier in the Army Air Force." Tibbets had flown 25 combat missions against targets in France when the 97th Bomb Group was transferred to North Africa as part of Major General Jimmy Doolittle's Twelfth Air Force. For Tibbets, the war in North Africa introduced him to the realities of aerial warfare. He said that he saw the real effects of bombing civilians and the trauma of losing his brothers in arms. In January 1943, Tibbets, who had now flown 43 combat missions, was assigned as the assistant for bomber operations to Colonel Lauris Norstad, Assistant Chief of Staff of Operations (A-3) of the Twelfth Air Force. Tibbets had recently been given a battlefield promotion to colonel, but did not receive it, as such promotions had to be confirmed by a panel of officers. He was told that Norstad had vetoed the promotion, saying "there's only going to be one colonel in operations." Tibbets did not get along well with Norstad, or with Doolittle's chief of staff, Brigadier General Hoyt Vandenberg. In one planning meeting, Norstad wanted an all-out raid on Bizerte to be flown at 6,000 feet (1,800 m). Tibbets protested that flak would be most effective at that altitude. When challenged by Norstad, Tibbets said he would lead the mission himself at 6,000 feet if Norstad would fly as his co-pilot. Norstad backed down, and the mission was successfully flown at 20,000 feet (6,100 m). ## War against Japan When General Henry H. "Hap" Arnold, the Chief of United States Army Air Forces, requested an experienced bombardment pilot to help with the development of the Boeing B-29 Superfortress bomber, Doolittle recommended Tibbets. Tibbets returned to the United States in February 1943. At the time, the B-29 program was beset by a host of technical problems, and the chief test pilot, Edmund T. Allen, had been killed in a crash of the prototype aircraft. Working with the Boeing plant in Wichita, Kansas, Tibbets test-flew the B-29 and soon accumulated more flight time in it than any other pilot. He found that without defensive armament and armor plating, the aircraft was 7,000 pounds (3,200 kg) lighter, and its performance was much improved. In simulated combat engagements against a P-47 fighter at the B-29's cruising altitude of 30,000 feet (9,100 m), he discovered that the B-29 had a smaller turning radius than the P-47, and could avoid it by turning away. After a year of developmental testing of the B-29, Tibbets was assigned in March 1944 as director of operations of the 17th Bombardment Operational Training Wing (Very Heavy), a B-29 training unit based at Grand Island Army Air Field, Nebraska, and commanded by Armstrong. Its role was to transition pilots to the B-29. Crews were reluctant to embrace the troublesome B-29, and to shame the male crews, Tibbets taught and certified two Women Airforce Service Pilots, Dora Dougherty and Dorothea (Didi) Johnson Moorman, to fly the B-29 as demonstration pilots, and the crews' attitude changed. On 1 September 1944, Tibbets reported to Colorado Springs Army Airfield, the headquarters of the Second Air Force, where he met with its commander, Major General Uzal Ent, and three representatives of the Manhattan Project, Lieutenant Colonel John Lansdale Jr., Captain William S. Parsons, and Norman F. Ramsey Jr., who briefed him on the project. Tibbets was told that he would be in charge of the 509th Composite Group, a fully self-contained organization of about 1,800 men, which would have 15 B-29s and a high priority for all kinds of military stores. Ent gave Tibbets a choice of three possible bases: Great Bend Army Airfield, Kansas; Mountain Home Army Airfield, Idaho; or Wendover Army Air Field, Utah. Tibbets selected Wendover for its remoteness. When the operation was still in its development stages, Armstrong and Colonel Roscoe C. Wilson were the leading candidates to command the group who was designated to drop the atomic bomb. Wilson was the Army Air Force project officer who provided liaison support to the Manhattan Project. Armstrong was an experienced combat veteran against German targets, but he was in his forties and had been severely injured in a fire in the summer of 1943. Wilson had no combat experience and was qualified primarily because of his engineering background and association with the project. Tibbets was considerably younger than both men and had experience in both staff and command duties in heavy bomber combat operations. He was already an experienced B-29 pilot, which made him an ideal candidate for the top-secret project. Tibbets indicated that the decision on what aircraft to use to deliver the bomb was left to him. Tibbets was promoted to colonel in January 1945 and brought his wife and family along with him to Wendover. He felt that allowing married men in the group to bring their families would improve morale, although it put a strain on his own marriage. In order to disguise all the civilian engineers on base who were working on the Manhattan Project, Tibbets was forced to lie to his wife; he told her that the engineers were "sanitary workers". At one point, Tibbets found that Lucy had co-opted a scientist to unplug a drain. During a meeting with these "sanitary engineers", Tibbets was told by Robert Oppenheimer that his aircraft might not survive the shock waves from an atomic bomb explosion. On 6 March 1945 (concurrent with the activation of Project Alberta), the 1st Ordnance Squadron, Special (Aviation) was activated at Wendover, again using Army Air Forces personnel on hand or already at Los Alamos. Its purpose was to provide "skilled machinists, welders and munitions workers" and special equipment to the group to enable it to assemble atomic weapons at its operating base, thereby allowing the weapons to be transported more safely in their component parts. A rigorous candidate selection process was used to recruit personnel, reportedly with an 80% rejection rate. The 509th Composite Group reached full strength in May 1945. With the addition of the 1st Ordnance Squadron to its roster in March 1945, the 509th Composite Group had an authorized strength of 225 officers and 1,542 enlisted men, almost all of whom deployed to Tinian, an island in the northern Marianas within striking distance of Japan, in May and June 1945. The 320th Troop Carrier Squadron kept its base of operations at Wendover. In addition to its authorized strength, the 509th had attached to it on Tinian all 51 civilian and military personnel of Project Alberta. Furthermore, two representatives from Washington, D.C. were present on the island: the deputy director of the Manhattan Project, Brigadier General Thomas Farrell, and Rear Admiral William R. Purnell of the Military Policy Committee. The ground support echelon of the 509th Composite Group received movement orders and moved by rail on 26 April 1945, to its port of embarkation at Seattle, Washington. On 6 May the support elements sailed on the SS Cape Victory for the Marianas, while the group's materiel was shipped on the SS Emile Berliner. An advance party of the air echelon flew by C-54 to North Field, Tinian, between 15 and 22 May, where it was joined by the ground echelon on 29 May 1945. Project Alberta's "Destination Team" also sent most of its members to Tinian to supervise the assembly, loading, and dropping of the bombs under the administrative title of 1st Technical Services Detachment, Miscellaneous War Department Group. On 5 August 1945, Tibbets formally named his B-29 Enola Gay after his mother. Enola Gay, serial number 4486292, had been personally selected by him, on recommendation of a civilian production supervisor, while it was still on the assembly line at the Glenn L. Martin Company plant in Bellevue, Nebraska. The regularly assigned aircraft commander, Robert A. Lewis, was unhappy to be displaced by Tibbets for this important mission, and became furious when he arrived at the airfield on the morning of 6 August to see the aircraft he considered his painted with the now-famous nose art. Lewis would fly the mission as Tibbets's co-pilot. At 02:45 the next day—in accordance with the terms of Operations Order No. 35—the Enola Gay departed North Field for Hiroshima, Japan, with Tibbets at the controls. Tinian was approximately 2,000 miles (3,200 km) away from Japan, so it took six hours to reach Hiroshima. The atomic bomb, code-named "Little Boy", was dropped over Hiroshima at 08:15 local time. Tibbets recalled that the city was covered with a tall mushroom cloud after the bomb was dropped. Tibbets was awarded the Distinguished Service Cross by Spaatz immediately after landing on Tinian. He became a celebrity, with pictures and interviews of his wife and children in the major American newspapers. He was seen as a national hero who had ended the war with Japan. Tibbets later received an invitation from President Harry S. Truman to visit the White House. The 509th Composite Group was awarded an Air Force Outstanding Unit Award in 1999. Tibbets was interviewed extensively by Mike Harden of the Columbus Dispatch, and profiles appeared in the newspaper on anniversaries of the first dropping of an atomic bomb. In a 1975 interview he said: "I'm proud that I was able to start with nothing, plan it and have it work as perfectly as it did ... I sleep clearly every night." "I knew when I got the assignment," he told a reporter in 2005, "it was going to be an emotional thing. We had feelings, but we had to put them in the background. We knew it was going to kill people right and left. But my one driving interest was to do the best job I could so that we could end the killing as quickly as possible." ## Post-war military career The 509th Composite Group returned to the United States on 6 November 1945, and was stationed at Roswell Army Airfield, New Mexico. Colonel William H. Blanchard replaced Tibbets as group commander on 22 January 1946, and also became the first commander of the 509th Bombardment Wing, the successor to the 509th Composite Group. Tibbets was a technical advisor to the 1946 Operation Crossroads nuclear tests at Bikini Atoll in the Pacific, but he and his Enola Gay crew were not chosen to drop another atomic bomb. Tibbets then attended the Air Command and Staff School at Maxwell Air Force Base, Alabama. On graduating in 1947 he was posted to the Directorate of Requirements at Air Force Headquarters at the Pentagon. When the head of the directorate, Brigadier General Thomas S. Power, was posted to London as air attaché, he was replaced by Brigadier General Carl Brandt. Brandt appointed Tibbets as director of Directorate of Requirements's Strategic Air Division, which was responsible for drawing up requirements for future bombers. Tibbets was convinced that the bombers of the future would be jet aircraft and thus became involved in the Boeing B-47 Stratojet program. He subsequently served as B-47 project officer at Boeing in Wichita from July 1950 until February 1952. He then became commander of the Proof Test Division at Eglin Air Force Base in Valparaiso, Florida, where flight testing of the B-47 was conducted. Tibbets returned to Maxwell Air Force Base, where he attended the Air War College. After he graduated in June 1955, he became Director of War Plans at the Allied Air Forces in Central Europe Headquarters at Fontainebleau, France. He left Lucy and his sons behind in Alabama, and he and Lucy divorced that year. During his posting to France, he met a French divorcee named Andrea Quattrehomme, who became his second wife. He returned to the United States in February 1956 to command the 308th Bombardment Wing at Hunter Air Force Base, Georgia, and married her in the base chapel on 4 May 1956. They had a son, James Tibbets. In January 1958, Tibbets became commander of the 6th Air Division at MacDill Air Force Base, Florida. and was promoted to brigadier general in 1959. This was followed by another tour of duty at the Pentagon as director of Management Analysis. In July 1962, he was assigned to the Joint Chiefs of Staff as deputy director for operations, and then, in June 1963, as deputy director for the National Military Command System. In 1964, Tibbets was named military attaché in India. He spent 22 months there on this posting, which ended in June 1966. He retired from the United States Air Force (USAF) on 31 August 1966. ## Later life and death After his retirement from the Air Force, Tibbets worked for Executive Jet Aviation (EJA), an air taxi company based in Columbus, Ohio, and now called NetJets. He was one of the founding board members and attempted to extend the company's operations to Europe, but was unsuccessful. He retired from the company in 1968, and returned to Miami, Florida, where he had spent part of his childhood. The banks foreclosed on EJA in 1970, and Bruce Sundlun became president. Sundlun lured Tibbets back to EJA that year. Tibbets succeeded Sundlun as president on 21 April 1976, and remained in the role until 1986. He served for a year as a consultant before his second and final retirement from EJA in 1987. Tibbets' grandson Paul W. Tibbets IV graduated from the United States Air Force Academy in 1989, and in April 2006 became commander of the 393rd Bomb Squadron, flying the B-2 Spirit at Whiteman AFB, Missouri. The squadron was one of the two operational squadrons that had formed part of the 509th Composite Group when Tibbets commanded it. Paul Tibbets IV was promoted to brigadier general in 2014, and became Deputy Director for Nuclear Operations at the Global Operations Directorate of the United States Strategic Command at Offutt Air Force Base in Nebraska. As such, he was responsible for America's strategic nuclear forces. On 5 June 2015, he assumed command of the 509th Bomb Wing. Tibbets died in his Columbus, Ohio, home on 1 November 2007, at the age of 92. He had suffered small strokes and heart failure during his final years and had been in hospice care. He was survived by his French-born wife, Andrea, and two sons from his first marriage, Paul III and Gene as well as his son, James, from his second marriage. Tibbets had asked for no funeral or headstone, because he feared that opponents of the bombing might use it as a place of protest or destruction. In accordance with his wishes, his body was cremated, and his ashes were scattered over the English Channel; he had flown over the Channel many times during the war. ## Awards and decorations Source: Ohio History Central. ### Distinguished Service Cross citation Tibbets, Paul W. Colonel (Air Corps), U.S. Army Air Forces 393d Bombardment Squadron, 509th Composite Wing, Twentieth Air Force Date of Action: August 6, 1945 Citation: The President of the United States of America, authorized by Act of Congress July 9, 1918, takes pleasure in presenting the Distinguished Service Cross to Colonel (Air Corps) Paul Warfield Tibbets, Jr., United States Army Air Forces, for extraordinary heroism in connection with military operations against an armed enemy while serving as Pilot of a B-29 Very Heavy Bomber in the 393d Bombardment Squadron, 509th Composite Group (VH), Twentieth Air force, while participating in a bombing mission on 6 August 1945, over Japan. On this date Colonel Tibbets flew a B-29 type aircraft in a daring daylight strike against the city of Hiroshima on the main island of Honshu, Japan, from a base in the Marianas Islands carrying for the first time a type of bomb totally new to modern warfare. Flying the 1,500 miles of open water to the coast of Japan, he guided his plane over the island of Shikoku and the Inland Sea, threatened with the constant danger of anti-aircraft. He successfully dropped his bomb upon reaching the Target city, this single attack being the culmination of many months of tireless effort, training and organization unique in the Army Air Forces history, during which he constantly coped with new problems in precision bombing and engineering. The result of this attack was tremendous damage to the city of Hiroshima, contributing materially to the effectiveness of our strikes against the enemy. By extraordinary flying skill, gallant leadership, and successful performance of the flight despite considerable danger, Colonel Tibbets thereby rendered outstanding, distinguished and valorous service to our Nation. ## In popular culture Barry Nelson played Tibbets in the film The Beginning or the End (1947). Above and Beyond (1952) depicted the World War II events that involved Tibbets; Robert Taylor starred as Tibbets and Eleanor Parker played the role of his first wife Lucy. Tibbets was also the model for screenwriter Sy Bartlett's fictional character "Major Joe Cobb" in the film Twelve O'Clock High (1949), and for a brief period in February 1949 was slated to be the film's technical advisor until his replacement at the last minute by Colonel John H. deRussy. Enola Gay: The Men, the Mission, the Atomic Bomb, a 1980 made-for-television movie, somewhat fictionalized, told the story of Tibbets crew. Patrick Duffy played Tibbets and Kim Darby played Lucy. In other fictional portrayals, Nicholas Kilbertus was Tibbets in the film Day One (1989), David Gow played him in the TV movie Hiroshima (1995), and Ian Shaw played the part in the BBC's TV docudrama Hiroshima (2005), for which Tibbets was also interviewed on camera. An interview with Tibbets also appeared in the movie Atomic Cafe (1982), as well as was in the 1970s British documentary series The World at War, and the "Men Who Brought the Dawn" episode of the Smithsonian Networks' War Stories (1995). Tibbets figured largely in the 2000 book Duty: A Father, His Son and the Man Who Won the War by Bob Greene of the Chicago Tribune. In 1976, the United States government apologized to Japan after Tibbets re-enacted the bombing—complete with a mushroom cloud—in a restored B-29 at an air show in Texas. He said that he had not intended for the re-enactment to insult the Japanese people. In 1989, he published his memoir Flight of the Enola Gay which chronicles his life to that date. In 1995, he denounced the 50th anniversary exhibition of the Enola Gay at the Smithsonian Institution, which attempted to present the bombing in context with the destruction it caused, as a "damn big insult", due to its focus on the Japanese casualties rather than the brutality of the Japanese government. He was inducted into the National Aviation Hall of Fame in 1996.